Prospects in Business Partners
What is a Business Partner?
A Business Partner is a new customer model that allows centralized management of supplier, customer and employee data.
Therefore, it represents a person or organization, whether it is a supplier, a debtor, an employee, or a guest, among others. With this new approach, there is a single centralized element, to which we can assign different roles depending on the relationship we have with it in our organization.
This allows us to work with shared and unified data (address data, contact data, bank data), as well as specific data assigned to each role (web portal user id, loyalty membership card, financial account assignments in finance, …) .
Classification and Linking
Therefore, as we have said, a Business Partner can be classified as a person, organization, or group. And this is fundamental, because when we classify it as a person, for example, we will have available the fields related to natural persons, such as date and place of birth, marital status, profession, among others; when the organization category is selected, the fields related to a legal entity are filled in and finally, when the group category is used, the grouping of several organizations is considered.
In addition, relationships between Business Partners can be established by identifying kinship, employment and/or business relationships of interest to our business.
Create new Prospects in the PMS
To create a prospect in the PMS, the following interactions must occur
- An API will be in charge of creating the prospects and will return the number of Business Partners created in the PMS.
- The Business Partner obtained will be of the “Person” type, will have the grouping currently used for PMS clients of the “guest” type, and will share the same range of numbers.
- The minimum mandatory data that the API will request will be
- Name
- Surname
- Country of residence
- Email address
- Language
- The Business Partner will be created only at the central level. It will not exist in any company/sales area, nor will it be effective for billing or accounting purposes.
- Commercial or data protection consents will be associated with the central BP. These consents, unlike what happened now, will be accepted or rejected for all of the company’s companies.
- Optionally, the API will allow the Web role to be associated with the created BP.
- Within this new role, the Portal user can be saved.
- The Portal password must be managed from
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