The Business
Partners module helps the user to store all information related to the organization’s
vendors, customers and leads. The concept of storing all the necessary details
of your organization’s business partners in single window, which is adopted by
SAP through the business partner master data window, helps the user to avoid
errors while entering the business partner details in any marketing document.
Its also avoids duplication and a single set of data can be used multiple times
which saves a lot of time. Forms related to the Business Partner module are: -
· Business Partner Master Data: - This
is window where you add new business partners, display, and edit business
partner records. It contains five major tabs: -
o
General
o
Payment
Terms
o
Payment
Run
o
Accounting
o
Remarks
· Activity: - Use this window to add or
update one-time, or recurring activities that you have pertaining to your
business partners, such as meetings, phones calls, notes, and tasks, as well as
to your private activities. All activities are displayed in the calendar.
· Campaign: - SAP Business One aids the
user to create promotional marketing campaigns. You can make use of this window
to create, maintain, and analyse your marketing event information. Managing a
promotional campaign typically involves the steps outlined below:
o
Creating
and Maintaining a Target Group
o
Creating
a Campaign Using the Campaign Generation Wizard
o
Managing
the Campaign Data
o
Viewing
and Maintaining the Data
o
Generating
Sales Opportunities from a Campaign
o
Filtering
Campaign Response E-Mails
o
Viewing
the Campaign List Report
· Internal Reconciliation: - Use this
function to internally reconcile transactions posted to business partners. You
can perform either partial or full reconciliation, for specific business
partner or for multiple business partners.
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