SLA by Partner
Service Level Agreement
Help
Maintain Service Level Agreements for Business Partners
Window Type
Maintain
The Sales Transaction checkbox indicates if this item is a Sales Transaction.
Tabs
Business Partner
Description Select Business Partner Help Select the business partner for the service level agreement
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Search Key
Description Search key for the record in the format required - must be unique Help A search key allows you a fast method of finding a particular record. If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_", where TableName is the actual name of the table (e.g. C_Order).
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Name 2
Description Additional Name
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Tax ID
Description Tax Identification Help The Tax ID field identifies the legal Identification number of this Entity.
NAICS/SIC
Description Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html Help The NAICS/SIC identifies either of these codes that may be applicable to this Business Partner.
Credit Status
Description Business Partner Credit Status Help Credit Management is inactive if Credit Status is No Credit Check, Credit Stop or if the Credit Limit is 0. If active, the status is set automatically set to Credit Hold, if the Total Open Balance (including Vendor activities) is higher then the Credit Limit. It is set to Credit Watch, if above 90% of the Credit Limit and Credit OK otherwise.
Open Balance
Description Total Open Balance Amount in primary Accounting Currency Help The Total Open Balance Amount is the calculated open item amount for Customer and Vendor activity. If the Balance is below zero, we owe the Business Partner. The amount is used for Credit Management. Invoices and Payment Allocations determine the Open Balance (i.e. not Orders or Payments).
Customer
Description Indicates if this Business Partner is a Customer Help The Customer checkbox indicates if this Business Partner is a customer. If it is select additional fields will display which further define this customer.
Rating
Description Classification or Importance Help The Rating is used to differentiate the importance
Sales Representative
Description Sales Representative or Company Agent Help The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user.
First Sale
Description Date of First Sale Help The First Sale Date identifies the date of the first sale to this Business Partner
Potential Life Time Value
Description Total Revenue expected Help The Potential Life Time Value is the anticipated revenue in primary accounting currency to be generated by the Business Partner.
Actual Life Time Value
Description Actual Life Time Revenue Help The Actual Life Time Value is the recorded revenue in primary accounting currency generated by the Business Partner.
Credit Limit
Description Total outstanding invoice amounts allowed Help The Credit Limit indicates the total amount allowed "on account" in primary accounting currency. If the Credit Limit is 0, no check is performed. Credit Management is based on the Total Open Amount, which includes Vendor activities.
Credit Used
Description Current open balance Help The Credit Used indicates the total amount of open or unpaid invoices in primary accounting currency for the Business Partner. Credit Management is based on the Total Open Amount, which includes Vendor activities.
Vendor
Description Indicates if this Business Partner is a Vendor Help The Vendor checkbox indicates if this Business Partner is a Vendor. If it is selected, additional fields will display which further identify this vendor.
Employee
Description Indicates if this Business Partner is an employee Help The Employee checkbox indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee.
Sales Representative
Description Indicates if the business partner is a sales representative or company agent Help The Sales Rep checkbox indicates if this business partner is a sales representative. A sales representative may also be an employee, but does not need to be.
SLA Goal
Description Service Level Agreement Goal Help Individual Goal for the SLA criteria for the Business Partner
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
Business Partner
Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson
Name
Description Alphanumeric identifier of the entity Help The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length.
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Comment/Help
Description Comment or Hint Help The Help field contains a hint, comment or help about the use of this item.
Active
Description The record is active in the system Help There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports. There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries.
Valid from
Description Valid from including this date (first day) Help The Valid From date indicates the first day of a date range
Valid to
Description Valid to including this date (last day) Help The Valid To date indicates the last day of a date range
SLA Criteria
Description Service Level Agreement Criteria Help Criteria to measure service level agreements (e.g. Quality, Delivery meets Promised date, ..)
Measure Target
Description Target value for measure Help The Measure Target indicates the target or goal for this measure. It is used as in comparing against the actual measures
Measure Actual
Description Actual value that has been measured. Help The Measure Actual indicates the actual measured value. The measured values are used in determining if a performance goal has been met
Capture + Calculate Measures
Description Capture and Calculate Measures Help If automatic, capture measures - and calculate/update the actual measure.
Date last run
Description Date the process was last run. Help The Date Last Run indicates the last time that a process was run.
Processed
Description The document has been processed Help The Processed checkbox indicates that a document has been processed.
SLA Measure
Description Service Level Agreement Measure Help View/Maintain the individual actual value / measure for the business partner service level agreement goal
If not selected, the user cannot create a new Record. This is automatically disabled, if the Tab is Read Only.
Fields
Client
Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.
Organization
Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.
SLA Goal
Description Service Level Agreement Goal Help Goal for the SLA criteria for the Business Partner
Transaction Date
Description Transaction Date Help The Transaction Date indicates the date of the transaction.
Measure Actual
Description Actual value that has been measured. Help The Measure Actual indicates the actual measured value. The measured values are used in determining if a performance goal has been met
Description
Description Optional short description of the record Help A description is limited to 255 characters.
Table
Description Database Table information Help The Database Table provides the information of the table definition
Record ID
Description Direct internal record ID Help The Record ID is the internal unique identifier of a record. Please note that zooming to the record may not be successful for Orders, Invoices and Shipment/Receipts as sometimes the Sales Order type is not known.
Calculate Measures
Description Calculate the Measure Help Calculate/update the actual measure.
Processed
Description The document has been processed Help The Processed checkbox indicates that a document has been processed.