Fact Sheet 

Use

You can use the fact sheet in CRM Enterprise, CRM Mobile and the Interaction Center (IC) WebClient. The fact sheet provides you with an immediate and condensed overview of information about business partners taken from several sources such as business partner master data, statistical and transaction data. It enables you to see quickly and easily the most essential details about your key customers or the business partners that have been specified in business transactions.

For example, you have created an activity Visit to see Customer X. Before you go, you would like to know who else has been in touch with that customer recently so you call up the fact sheet for that activity and view the last 20 sales activities.

Specifics of SAP GUI

The fact sheet is a component of the business partner cockpit and therefore appears when you call up the cockpit from:

●     Business transaction processing, including sales orders, activities, opportunities, and telesales

●     Business partner processing

●     Locator

Specifics of the People-Centric UI

The fact sheet for accounts (business partners) is available in the Account Management application. For more information, see Fact Sheet for Accounts.

For technical information about the structure of the fact sheet and how it can be configured, see the SAP Service Marketplace under service.sap.com/crm-inst ® SAP CRM 5.0 ® CRM Business Packages and PC UI ® Configuring the Business Package for SAP CRM 5.0 ® Fact Sheet and Summary in the Portal ® Account Fact Sheet.

Specifics of CRM Mobile

The fact sheet can be displayed in Mobile Sales in the Business Partners/Fact Sheet and Contact Persons/Fact Sheet tile sets.

For more information, see Working with the Fact Sheet in Mobile Sales.

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Specifics of Interaction Center WebClient

The fact sheet also appears as a standalone version when you call it up with the Interaction Center (IC) WebClient.

For more information, see Fact Sheet in the Interaction Center WebClient.

Prerequisites

You have defined the information blocks and views in Customizing for Customer Relationship Management by choosing Master Data ® Business Partner ® Business Partner Cockpit and Fact Sheet.

Features

The information contained in the fact sheet is divided into information (info) blocks that group together certain kinds of data. The following is a complete list of all the info blocks available for the fact sheet. Note, however, that it is possible to define views for the fact sheet and assign them to different user groups or roles in Customizing. Therefore, the information that you can see in the fact sheet depends on the application you are working in, or the user group to which you have been assigned.

Business Partner Master Data

The following info blocks are available:

●     Address
Provides contact details

●     Classification
Industry sector and legal classification

●     Contact person
Displays all contact persons maintained for the business partner

●     Blocks
Contains blocks that have been set against the business partner in the master data, for example, a credit block.

The following information can be displayed in separate info blocks for each sales area, if the business partner is valid for more than one sales area, and if the Complete info block has been selected in Customizing.

●     Billing
Displays the data contained on the Billing tab page in the business partner master data and includes blocks specific to billing

●     Shipping
Displays the data contained on the Shipping tab page in the business partner master data and includes blocks specific to deliveries

●     Sales
Displays the data contained on the Sales tab page in the business partner master data

●     Partners
Contains all the business partners who have been given a partner function for the business partner you are viewing. These are contained on the Partners tab page in the business partner master data.

Transaction Data

The following info blocks are available:

●     Last n business activities
Calls up the required number of completed business activities for the business partner, for example, the last 20.

●     Last CRM business transactions
Calls up the last n business transactions such as sales orders, quotations, contracts or opportunities, regardless of their status

●     Completed CRM business transactions
Displays the last n business transactions with status "completed" and "closed"

●     Open CRM business transactions
Displays the last n business transactions with status "new" or "in processing"

 

In the above three info blocks, the system searches for the documents according to the date on which they were last changed. They are displayed in the fact sheet in chronological order.

●     Closed transactions with business agreements
Contains business transactions, which have been created with reference to business agreements, that were posted in the time period specified

●     Open transactions with business agreements
Contains business transactions, which have been created with reference to business agreements, that are open in the time period specified

●     Campaigns
Displays current and future campaigns within the time period specified

●     Open leads
Displays the last n leads that have status "open" or "in processing"

●     Marketing profiles
Displays the CRM marketing profile that has been assigned to the business partner, with its attributes and their values

●     IS-Utilities data
This is only relevant if you are working with a combination of a CRM and an IS-Utilities (IS-U) System. This info block displays data about business partners, contract accounts, and installations in the utilities sector.

●     ERP core sales summary
Transfers views from the ERP sales summary for the business partner. For more information, see the SAP Library for ERP under Logistics  ® Sales and Distribution  ® Sales Support (Computer-Aided-Selling)  ® Basic Functions in Sales Support  ® Sales Summary.

●     Customer statistics
This data is taken from the Business Warehouse query "Customer Statistics" and contains details such as sales volume, number of incoming orders, or return orders.

●     Vendor overview
This info block comes from the Business Warehouse query "Vendor Overview" and contains information about the total purchase order value, number of order items, as well as the average variations between delivery times, prices and quantities. It therefore enables you to analyze how much business you conduct with the vendor as well as the quality of the vendor's service.