5.1.01_Overview

The tab Overview contains basic information for the Business Partner, Contact Person etc.

The fields in this tab are grouped under the following sections:

• General Data

  • This section contains important information for the Business Partner. The information displayed is retrieved from the business partner and is not editable. There are two fields in this section that the user may fill-out with different values except the default ones:
    • Cost Center: Select a value from the drop-down list. The cost center is an information required by the VSS and it is included in the integration.
    • Order payer: By default the business partner is placed, however the user can select a different payer from the contact persons drop-down list.

• Contact Person

  • This section contains Contact Person's information. It is the primary contact person of the business partner. The information displayed is not editable.

• Addresses

  • This section contains the primary 'Bill to' and the Primary 'Ship to' address. 

• Sales Persons

  • This section contains the current and the previous Sales Person's (in case of reassignment) information.

• Further Information

  • This section contains the Creation Date of the Opportunity and the Update Date of the Opportunity

For more details on how to fill-out the fields available in this section, please refer to this page: Lead - Tab: Overview