Additional data integrated and available for business partners.
Overview
Function |
Description |
Excluded Partner Functions |
Lists the partner functions that you want to disallow for a certain
business partner. For example, you do not want a certain business partner
that is also your competitor to purchase goods from you. You add the partner
function |
Attachments |
You can assign different types of documents to a business partner. For more information, see CRM Content Management. You assign templates for content management in Customizing for |
Prices |
You can create prices for business partners using the pricing functionality. For more information, see Integrated Condition Maintenance. |
Buying Center |
Similar to the buying center in the opportunity, however, multiple buying centers can be created directly for a business partner, thus providing a basis for creating this data in the opportunity:
|
Account Plans |
This displays all accounts plans available for the business partner, regardless of time period and status. They are sorted by planning period, with the most recent first. You can create new account plans, and edit and delete existing account plans. The assignment block is delivered as a hidden function for individual accounts and groups. For more information, see Account Plans. |
Planned Activities |
Displays the activities in which the business partner is involved. For more information, see Activity. |
Opportunities |
Displays the opportunities in which the business partner is involved. For more information, see Opportunity. |
Interaction History |
Displays a complete history of all interactions with the account. |
Sales Orders |
For more information, see Sales Orders. |
Sales Agreements |
For more information, see Sales Agreements. |
Quotations |
For more information, see Quotations. |
Price Lists |
Displays a price list print preview. For more information, see Price Lists. |
Leads |
For more information, see Leads. |
Qualification Requirements |
These are the qualifications an account (customer) requires a service employee to have to perform a certain task. Qualification requirements are used in service resource planning to find service employees who are suitably qualified to perform a particular service. For more information, see Qualifications and Find and Rank. |