The tab Details contains basic information for the Business Partner (Name, Contact details, Pricing)
The fields in this tab are grouped under the following sections:
General Data
Name:
The name of Business Partner
Business Partner Type:
There are two types of business partners:
1) Company
2) Private.
It is important to mention that the type of the BP is not editable and cannot be changed.
Mobile Phone:
The mobile phone number of the BP without the international country code, since the country is pre-selected from the drop-down list.
Telephone1:
The phone number of the BP without the international country code, since the country is pre-selected from the drop-down list.
Email:
This field is mandatory. In case there is no email, the user must select one of the following check boxes:
- No E-Mail Address available
- No E-Mail Address provided
Type:
This field is mandatory. There are three types:
1) Customer
2)Lead
3) Vendor.
It is important to mention that the type is not editable and cannot be changed manually. The type of the customer however can be changed when using the W/F External Function: "Change Business Partner Card Type to Customer"
Bill To Address:
Can be selected from the drop-down list of available addresses. This field is available for business partner with type Company.
Ship To:
Can be selected from the drop-down list of available addresses. This field is available for business partner with type Company.
Remarks: Free text
Company Size:
Option field. The user can select one from the drop-down list.
Pricelist:
The price list is filled-out during the creation of the business partner based on the set-up key: DefaultBPPriceList. However the user can alter the price list by selecting one from the drop-down list. The price list selected is considered for the creation of a sales offer.
Fleet Type:
Informative field Can be selected From the drop-down list of available types:
1) Commercial,
2)Leasing Companies,
3)Retail Companies and
4) Government. .
Fleet Segment:
Can be selected From the drop-down list of available Fleets: National Fleet Policy, Volume contract etc.. Informative field.
Business Partner Group
Can be selected From 
icon to which group the business partner will be added. The field is used when setting up Sales Incentives.
Last Audit date:
The last audit date of the Business Partner data stored in DSW. It is a field updated from the respective audit process.
Last audit user:
The user that has performed the last audit of the BP data stored in DSW.
Additional Data
Telephone 2:
The field for the second phone number of the BP without the international country code, since the country is pre-selected from the drop-down list.
Fax:
The field for the Fax number of the BP without the international country code, since the country is pre-selected from the drop-down list.
Foreign Name: Free text.
Website:
This field can be filled-out with the Business Partner's web site.
Profession:
The Business Partner's Profession. Free text.
Industry:
The field can be selected from the drop-down list of available industries. Informative field.
Territory Country:
The field can be selected from the drop-down list of available countries. Informative field.
Territory:
The field can be selected from the drop-down list of available Territories. Informative field.
Sales Employee:
The name of sales person that creates the Business Partner. By default filled-out by the logged-in user.
Language:
The field is updated with the value in the set-up key: DefaultBPLanguage. However, the user can select any value from the drop-down list. The language controls the smart notification and document template to be used when interacting with the BP.
Currency:
It is a mandatory field. During creation the currency is picked up from the set-up key: DefaultBPCurrency. However the user can select another currency from the drop-down list of available currencies
When the currency of the BP is different from the currency of the company, then in the offer the user has the possibility to alter the default company currency and then the offer amounts will be calculated based on the BP currency.
Industrial Sector:
The field can be selected from the drop-down list of available sectors.
Financial Groups:
It is a mandatory field. During the creation of the BP the field is updated from the set-up key: DefaultBPFINGroup. This value is considered in the calculation of the VAT in the sales offer.
VAT Business Group:
It is a mandatory field. During the creation of the BP the field is updated from the set-up key: DefaultBPVATGroupType. This value is considered in the calculation of the VAT in the sales offer.