Processing Additional Information Related to a Business Partner (SAP Library

Processing Additional Information Related to a Business Partner

To access the functions shown in this table, go to the navigation bar, and choose Business Partners.

In each tile set, the Business Partners tile displays an overview of the business partner for whom you require these functions.

Function	Menu path	What you should know
Create contact persons for a business partner	® Contact Persons ®	A business partner can have many contact persons. You can define one of these as the main contact person. See also Creating a Contact Person.
Create and update a business partner's contact hours	® Contact Hours ®	See also Entering Contact Hours. Contact hours are not exchanged with CRM Online.
Create activities related to a business partner	® Activities ®
Create services provided to a business partner	® Services ®	You can enter notes pertaining to a service provided. Service data is not exchanged with CRM Online.
Create notes about a business partner	® Notes ®	You can enter business-related notes. See Creating a Note. Notes are not exchanged with CRM Online.
Create opportunities related to a business partner	® Opportunities ®
Create and display sales documents	® Sales Documents
Display and update financial information about a business partner	® Financial Information ®	You can create both banking information and tax information in CRM Mobile
Update a business partner's goods receiving hours	® Goods Receiving Hours	Enter the hours manually for each day
Display campaigns or trade promotions involving a business partner	® Campaign/Trade Promotion
Display prioritized listings related to a business partner	® Listings (Prioritized)	You can: Perform pricing simulation on the items Create a new sales document with these items
Display unprioritized listings related to a business partner	® Listings (Unprioritized)	This gives you an overview of the agreed listings for a business partner within a specific period.
Display and change contracts related to a business partner	® Contracts
Display the group hierarchy specific to a business partner	® Group Hierarchy Specific to Business Partners	You can select a time frame to view the hierarchies that are valid within that period. You can maintain business partner group hierarchies in CRM Online. In CRM Mobile, you can only display them.
Display the general group hierarchy	® General Group Hierarchy	You can maintain business partner group hierarchies in CRM Online. In CRM Mobile, you can only display them.
Display the territories to which a business partner is assigned	® Territory	You can assign business partners to territories in the Mobile System Maintenance System.
Attach existing files to a business partner	® Attachments ®	You can attach files such as MS Office, picture, audio, and video files. Attached files are stored in your local database. You can display a preview of an attachment in the Preview tile. See Linking an Attachment. Attachments are not exchanged with CRM Online.