Creating a Business Partner
Prerequisite
You have entered all required employee data. For more information, see
Maintaining Employee Details.Procedure
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Navigation bar |
Business Partners ® Details |
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Field name |
Description |
Req./Opt./Dep. |
User action and values |
Comment |
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Search Name |
Name for internal use and faster identification of the business partner |
Optional |
Enter a name that is easy to remember, up to a maximum of ten characters |
Also used in CRM Online |
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Partner No. |
Unique number assigned to the business partner |
You cannot make any entries in this field. |
After you save the business partner, the data is uploaded to CRM Online, where a unique number is assigned to the business partner. Each subsequent time you access this business partner's details, you can see the partner number in this field. |
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Name |
Name of company as it appears, for example, on quotations and orders |
Required/Optional |
There are four fields for the name. An entry is required in the first field, but is optional in the others. |
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Country |
Default entry: your (that is, the user's) country (if this information has been entered in the employee details. For more information, see Maintaining Employee Details.) |
To change the country, make a selection from the dropdown list. |
You must enter the standard address, or at least the country or city. Otherwise, you cannot save a business partner.
Enter other data as necessary.
In the Business Partners/Details tile set, if the Mailing flag is set for a business partner, then the business partner will receive e-mail generated for a campaign or trade promotion. For more information, see
Processing a Target Header.Additional Information
Entering a Contact Person Entering Contact Hours Entering Additional Addresses Assigning Sales Teams to Business Partners Assigning a Sales Area Processing Business Partners Processing Additional Information Related to a Business Partner