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Documentación de funciónCentral Relationship Data Localizar documento en árbol de navegación

Use

Using control tables, you specify whether attributes can be maintained for the relationship category.

To date, attributes can be maintained with the contact partner relationship and shareholder relationship.

 

Contact person relationship

Frame on screen:

Description

Contact person: General data

You can specify a VIP indicator for the business partner

You can also enter data on the department, function, and power of attorney of the business partner, plus free text as a comment.

Address data

In addition to telephone and fax numbers, and email address, you can also specify address details such as company department and name of function. If a company address is maintained, you can assign this by choosing Assign company address.

Pushbuttons

Description

Address overview

You can view the address data of the contact person in the address overview.

Address print preview

Shows you the address of the contact person in the print preview.

Calling hours/visiting hours

You can enter the times at which a contact person can be visited or called. You can also define additional consulting hours, and enter which calling/visiting hours are not permitted.

You can also select which calendar you have based these times on, and define any exceptions to the rule.

 

Shareholder relationship

Frame on screen:

Description

Shareholding data

You can specify the shareholding percentage as well as the actual amount, together with the currency.

With the Control indicator you can state whether it is a controlling interest on the basis of a controlling agreement or key shareholding.

A controlling interest is not strictly limited to one business partner. For example, if two business partners each hold an interest of 50%, both can have a controlling interest.

 

Nota

If you have specified an own relationship category (see Extensibility), you can define an attribute maintenance for this relationship category.

 

 

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