Business Partner

Source: This article refers to Business Partner


In a Nutshell

The Business Partner module is used to create and manage Business Partner information from Field Service Mobile. Business Partner is a general term used in Coresystems Field Service Management solution to describe Customers, Suppliers, and Leads. 

As Business Partner information is used in many other modules, users can select a Business Partner record from this module and complete another action, such as create an activity, create a sales order, create quotation, etc. 

How it Looks 

The Business Partner module includes two views: 

  • All: lists all Business Partners in alphabetical order. Users can filter by Name or Code using the search bar. 
  • Favorites: a list of the Business Partners designated as “favorites”. Users can also filter by name or code using the search bar. 

When a Business Partner record is selected, the application will display the following information:

Field Description
Code The code associated with the Business Partner.
Name The name of the customer
Type The type of customer. Options include: Customer, Supplier, or Lead.
Group The Group or category associated with the Business Partner (example: construction, or IT).
Country The country in which the Business Partner is located.
Credit Limit The credit limit of the Business Partners in local currency.
Payment Term The type of payment method used by the Business Partner (example: “incoming bank transfers to BNY”).
Price List The type of Price List associated with the Business Partner. Price List information examples include: Base Price; Discount Purchase Price; Distributor Sales Price; Regular Purchase Price; Regular Sales Price; or Small Account Sales Price.

How do I use it?

From the Business Partner module, users can complete the following actions:

Action Description
Create Activity Create a new Activity record using the selected Business Partner. The application will redirect to the Activity creation screen and populate with Business Partner data.
Create Opportunity Create a new Opportunity record using the selected Business Partner. The application will redirect to the Opportunity creation screen and populate with the Business Partner data. 
Create Sales Order Create a new Sales Order record using the selected Business Partner. The application will redirect to the Sales Order creation screen and populate with the Business Partner Data. 
Create Quotation Create a new Quotation record using the selected Business Partner. The application will redirect to the Quotation creation screen and populate with the Business Partner data. 
Create Effort Create a new Effort record using the selected Business Partner. The application will redirect to the Effort creation screen and populate with the Business Partner data.  
Create Expense Create a new Expense record using the selected Business Partner. The application will redirect to the Expense creation screen and populate with the Business Partner data. 
Create Material Create a new Material record using the selected Business Partner. The application will redirect to the Material creation screen and populate with the Business Partner data.
Create Mileage Create a new Mileage record using the selected Business Partner. The application will redirect to the Mileage input screen and populate with Business Partner data. 
Create Checklist Assign a checklist template to the selected Business Partner. The application will redirect to the Checklist Assignment screen and populate with Business Partner and Responsible Partner (technician) data. 
Export vCard Export the selected Business Partner information to vCard (.vcf) format. 
Add to Favorites Add the selected Business Partner to the favorites list. By selecting, the Business Partner will now display on the favorites tab of the Business Partner module. 
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