ERP_概览和操作基础.ppt

* Each customer, vendor, or interested party is entered in the system as a master record. You can carry out the following actions when you process master data: Enter new master records Search for and edit existing master records The information you enter in a master record for a customer or a vendor in the system is applied automatically when you process your business transactions, for example, the terms of payment that you define for a customer. These then form the basis of the orders and invoices for this customer. Activities refer to sales activities such as phone calls, meetings or other types of sales activities. Tracking these interactions enables analysis of the interactions with the customers, both open activities and historical (closed) activities. You can remove business partners as long as no documents exist for them. * * * There are three types of business partner master records in SAP Business One: vendors, customers, and leads. You generally use these business partners in specific business processes: You use vendor master records in purchasing to handle all purchasing transactions. Accounting manages the relevant transactions in one or more control accounts. You use customer master records in sales to handle all sales transactions. Accounting manages the relevant transactions in one or more control accounts. You use leads in the Customer Relationship Management (CRM) functions in SAP Business One. You can also create quotations and orders for leads. Leads have the inability to use them in transactions that affect accounting. In other words, you cannot post invoices for a lead. If you want to do so, you first have to convert the lead into a customer. Customers that are also vendors require two master records. You assign the business partner codes externally when you create a new business partner master record. The codes are alphanumeric and must not overlap with the G/L account numbers. The codes must not contain mathematical operators, since these