Object documentationAdditional Data

 

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 Sold-to Party to the list of excluded partner functions for this business partner.

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 Customer Relationship Management, by choosing Start of the navigation path Master Data Next navigation step Business Partner Next navigation step Basic Settings Next navigation step Assign Templates for Content Management Folder End of the navigation path.

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:

  • A buying center in an opportunity can be modified without this affecting the business partner buying center.

  • A buying center in an opportunity can be saved as an account buying center.

    The relationships between contacts can be displayed and edited in a graphical view.

    For more information, see Buying Center.

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.