Prospects
The prospect import may involve up to four different tables defined as follows.
The main table to set up is BPCUSTOMER.
Prospects and customers are stored in the same table. BPCTYP field differentiates them: 1 = 'standard' or 'customer'; 4 = 'Prospect'.
Prerequisite
Operation
To modify the fields coming directly from the business partner ("company name", "currency", etc.), select "BP import" and not "prospect import".
The setup must follow the tab presentation order for prospect management. The import of the contacts can reference the address codes that must have been loaded beforehand.
Unlike the customer, there is no constraint that prevents the creation of a business partner directly during the creation of the prospect.
Mandatory fields in the template
For the prospect object, the mandatory fields are the following:
- Prospect code (BPCNUM) for the prospect/customer table (BPCUSTOMER)
- Address code (BPAADD) for address table (BPADDRESS)
One level (or record) is required for the prospect table and another one for the address table.
Tables used
This template can be used in import and export modes. The data is updated in the following tables :
| Table |
Table description |
|---|---|
|
ATABDIV [ADI] |
|
|
BID [BID] |
Bank ID statement |
|
BPADDRESS [BPA] |
Addresses |
|
BPARTNER [BPR] |
|
|
BPCCATEG [BCG] |
|
|
BPCUSTMVT [MVC] |
Customer transactions |
|
BPCUSTOMER [BPC] |
|
|
BPDLVCUST [BPD] |
|
|
CONTACT [CNT] |
Contacts |
|
CONTACTCRM [AIN] |
|
|
FACILITY [FCY] |
|
|
REPSEC [RSE] |
Secondary marketing contacts |
|
TABCOUNTRY [TCY] |
|
|
TABCUR [TCU] |
|
|
TABLAN [TLA] |