When deals are signed following a customer recommendation, or a new lead or customer are added to your database based on a reference from existing customer, you can document it in your records in the Business Partner Master Data as follows:
Step 1: In Customer or Lead master data, enter the referring customer code into the “BP Channel Code” field.
Note: Only business partners of type “Customer” can be used.
Step 2: When creating a sales document for the given customer or lead, the “BP Channel Name” and “BP Channel Contact” are automatically populated in the respective fields.
Available in SAP Business One and SAP Business One, version for SAP HANA.
Recent Comments