The Business Partner Info window offers a complete view of each of the Business Partners defined in the System. Each of the tabs in the window display different information/details regarding the transactions with the Business Partner. This window can be used in a Customer Service department, since, by accessing it, it gives the answer to many of the customers' questions.
You can find this window in Main Menu>Partner Relations>Business Partner Rules>Business Partner Info. It offers summary level information about the Business Partner, whether it be Customer, Vendor and/or Employee, as well as the Business Partner group.
Partner Orders tab - displays all the vendor orders and customer orders related to this partner. You may also use the search option to display only the current orders, or restrict the display to a document type only.
Partner Shipments tab - displays all the completed shipments of this partner. The customer orders associated to each shipment are also displayed.
Partner Invoices tab - displays all this partner's invoices. The value of the invoice and its foreign currency correspondent are shown together with the associated Customer Orders.
Partner Payments tab - displays all the partner's payments.The Payment Amount, Currency, Discount Amount and Write-off Amount are shown together with the invoice associated with the payment.
Partner Assets tab - displays all this partner's assets. The Product, Batch No, Series No (if this is the case), In service Date and Expiration Date will be displayed. This tab can be used to answer some customers' questions regarding certain assets.
Partner Requests tab - displays all this partner's requests. The Date of Creation, Date Last Action and Summary are shown. In case SocrateCloud is used to follow all the customer's problems and requests, this tab should be used to view the status of all the open requests. A request can be introduced directly from the Business Partner or Business Partner Info windows. Otherwise, you can access the existing requests for this Business Partner.
All the fields are Read Only. To update any information, you need to access the corresponding record.
Similarly to the Business Partner Info window, the Sales Rep Info window is available for any Business Partner defined as a Sales Representative.
You can find this window in Main Menu>Partner Relations>Business Partner Rules> Sales Rep Info. It displays the information regarding the Sales Representative, Partner Location, Email Address, Title, Phone, Supervisor.
Each of the tabs in the window display different information/details regarding transactions for the sales representative and can be used to examine the executed orders and the issued invoices.
Orders tab - displays all the orders of the Sales Representative. The data shown are those defined in customer orders or vendor orders. You may use the search option to display only the current orders. Otherwise, you may also restrict the display to a specific document type.
Order Lines tab - displays all the details of an order. The shown data are those defined in the details of a customer or vendor order.
Invoices tab - displays all the invoices of a Sales Representative. The data shown are those defined in customer or vendor invoices. You may use the search option to display only the current invoices. Otherwise, you may also restrict the display to a specific document type.
Invoice Line tab - displays all the details of an invoice. The data shown here are those defined in the details of customer or vendor invoice.
All the fields are Read Only. To update any information, access the corresponding record.
This window can be accessed from the Info Menu, or from any document - the Business Partner field. It offers information regarding the balances, contact data, business partner quality (customer, vendor, employee). There will be as many lines as there are locations defined at business partner level.
The Zoom button at the bottom of the window opens the Business Partner window.
The Price History button opens a window with additional information regarding the stock, price history, and ordered, reserved and available quantities.