Diagrams

Table

Salesperson/Purchaser

DynamicsDocs.comSalesperson/Purchaser«Table 13»Salesperson/PurchaserCode [PK,NN]NameCommission %Global Dimension 1 CodeGlobal Dimension 2 CodeE-MailPhone No.Next To-do DateNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterNo. of InteractionsCost [LCY]Duration [Min.]Job TitleAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterAvg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Contact FilterContact Company FilterCampaign FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P...Closed To-do Filter...«Table 18»CustomerNo. [PK]NameSearch NameName 2AddressAddress 2CityContactPhone No.Telex No.Document Sending ProfileOur Account No.Territory CodeGlobal Dimension 1 CodeGlobal Dimension 2 CodeChain NameBudgeted AmountCredit Limit [LCY]Customer Posting GroupCurrency CodeCustomer Price GroupLanguage CodeStatistics GroupPayment Terms CodeFin. Charge Terms CodeSalesperson CodeShipment Method CodeShipping Agent CodePlace of ExportInvoice Disc. CodeCustomer Disc. Group...«Table 23»VendorNo. [PK]NameSearch NameName 2AddressAddress 2CityContactPhone No.Telex No.Our Account No.Territory CodeGlobal Dimension 1 CodeGlobal Dimension 2 CodeBudgeted AmountVendor Posting GroupCurrency CodeLanguage CodeStatistics GroupPayment Terms CodeFin. Charge Terms CodePurchaser CodeShipment Method CodeShipping Agent CodeInvoice Disc. CodeCountry/Region CodeCommentBlocked; [,Payment,All]Pay-to Vendor No.PriorityPayment Method Code...«Table 270»Bank AccountNo. [PK]NameSearch NameName 2AddressAddress 2CityContactPhone No.Telex No.Bank Account No.Transit No.Territory CodeGlobal Dimension 1 CodeGlobal Dimension 2 CodeChain NameMin. BalanceBank Acc. Posting GroupCurrency CodeLanguage CodeStatistics GroupOur Contact CodeCountry/Region CodeAmountCommentBlockedLast Statement No.Last Payment Statement No.Last Date ModifiedDate FilterGlobal Dimension 1 Filter...«Table 5050»ContactNo. [PK]NameSearch NameName 2AddressAddress 2CityPhone No.Telex No.Territory CodeCurrency CodeLanguage CodeSalesperson CodeCountry/Region CodeCommentLast Date ModifiedFax No.Telex Answer BackVAT Registration No.PicturePost CodeCountyE-MailHome PageNo. SeriesType; [Company,Person]Company No.Company NameLookup Contact No.First NameMiddle Name...«Table 5071»CampaignNo. [PK]DescriptionStarting DateEnding DateSalesperson CodeCommentLast Date ModifiedNo. SeriesGlobal Dimension 1 CodeGlobal Dimension 2 CodeStatus CodeTarget Contacts ContactedContacts RespondedDuration [Min.]Cost [LCY]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Date FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterContact FilterContact Company FilterEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterTo-do Status Filter; [Not Started,In P...To-do Closed Filter...«Table 5079»Marketing SetupPrimary Key [PK]Contact Nos.Campaign Nos.Segment Nos.To-do Nos.Opportunity Nos.Bus. Rel. Code for CustomersBus. Rel. Code for VendorsBus. Rel. Code for Bank Accs.Inherit Salesperson CodeInherit Territory CodeInherit Country/Region CodeInherit Language CodeInherit Address DetailsInherit Communication DetailsDefault Salesperson CodeDefault Territory CodeDefault Country/Region CodeDefault Language CodeDefault Sales Cycle CodeAttachment Storage Type; [Embedded,Dis...Attachment Storage LocationAutosearch for DuplicatesSearch Hit % [NN]Maintain Dupl. Search Strings [NN]Mergefield Language IDDef. Company Salutation CodeDefault Person Salutation CodeDefault Correspondence Type; [,Hard Co...Queue Folder PathQueue Folder UID...«Table 5080»To-doNo. [PK]Team CodeSalesperson CodeCampaign No.Contact No.Opportunity No.Segment No.Type; [,Meeting,Phone Call]Date [NN]Status; [Not Started,In Progress,Compl...Priority; [Low,Normal,High]DescriptionClosedDate ClosedNo. SeriesCommentCanceledContact NameTeam NameSalesperson NameCampaign DescriptionContact Company No.Contact Company NameRecurringRecurring Date IntervalCalc. Due Date From; [,Due Date,Closin...Opportunity DescriptionStart TimeDurationOpportunity Entry No.Last Date Modified...«Table 5083»TeamCode [PK,NN]NameNext To-do DateDate FilterContact FilterContact Company FilterTo-do Status Filter; [Not Started,In P...To-do Closed FilterPriority Filter; [Low,Normal,High]Salesperson FilterCampaign FilterTo-do Entry Exists«Table 5084»Team SalespersonTeam Code [PK,NN]Salesperson Code [PK,NN]Team NameSalesperson Name«Table 5092»OpportunityNo. [PK]DescriptionSalesperson CodeCampaign No.Contact No.Contact Company No.Sales Cycle CodeSales Document No.Creation DateStatus; [Not Started,In Progress,Won,L...Priority; [Low,Normal,High]ClosedDate ClosedNo. SeriesCommentCurrent Sales Cycle StageEstimated Value [LCY]Probability %Calcd. Current Value [LCY]Chances of Success %Completed %Contact NameContact Company NameSalesperson NameCampaign DescriptionSegment No.Estimated Closing DateSales Document Type; [,Quote,Order,Pos...No. of InteractionsWizard Step; [,1,2,3,4,5,6]Activate First Stage...«Table 5096»Segment Wizard FilterSegment No. [PK]Functionality; [Add Contacts,Remove Co...Mailing Group Code FilterIndustry Group Code FilterSalesperson Code FilterCountry/Region Code FilterTerritory Code FilterPost Code FilterBusiness Relation Code FilterProfile Questn. Code FilterProfile Questn. Line FilterJob Responsibility Code FilterProfile Questionnaire CodeAdd Additional CriteriaWizard Step; [,1,2,3,4,5,6]«Table 5102»RM Matrix ManagementCompany Name [PK]No. [PK,NN]Name [PK]Type; [Company,Person] [PK]No. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Avg. Estimated Value [LCY]Avg.Calcd. Current Value [LCY]Salesperson FilterCampaign FilterContact FilterDate FilterAction Taken Filter; [,Next,Previous,U...Sales Cycle FilterSales Cycle Stage FilterProbability % FilterCompleted % FilterCompany No.Contact Company FilterTo-do Status Filter; [Not Started,In P...To-do Closed FilterPriority Filter; [Low,Normal,High]Team FilterNo. of To-dosEstimated Value FilterCalcd. Current Value FilterChances of Success % FilterClose Opportunity FilterSystem To-do Type Filter; [Organizer,S...«Table 5199»AttendeeTo-do No. [PK]Line No. [PK]Attendance Type; [Required,Optional,To...Attendee Type; [Contact,Salesperson]Attendee No.Attendee NameSend InvitationInvitation Response Type; [None,Accept...Invitation Sent«Table 5200»EmployeeNo. [PK]First NameMiddle NameLast NameInitialsJob TitleSearch NameAddressAddress 2CityPost CodeCountyPhone No.Mobile Phone No.E-MailAlt. Address CodeAlt. Address Start DateAlt. Address End DatePictureBirth DateSocial Security No.Union CodeUnion Membership No.Gender; [,Female,Male]Country/Region CodeManager No.Emplymt. Contract CodeStatistics Group CodeEmployment DateStatus; [Active,Inactive,Terminated]Inactive Date...«Table 5090»Sales CycleCode [PK,NN]DescriptionProbability Calculation; [Multiply,Add...BlockedNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]CommentDate Filter«Table 5091»Sales Cycle StageSales Cycle Code [PK,NN]Stage [PK,NN]DescriptionCompleted %Activity CodeQuote RequiredAllow SkipCommentNo. of OpportunitiesEstimated Value [LCY]Calcd. Current Value [LCY]Average No. of DaysDate FilterDate Formula«Table 5094»Close Opportunity CodeCode [PK,NN]DescriptionNo. of OpportunitiesType; [Won,Lost]<Sales Cycle Filter><Sales Cycle Stage Filter><Contact Filter><Contact Company Filter><Salesperson Code><Salesperson Filter><Campaign Filter><Salesperson Code><Salesperson Filter><Team Filter><Salesperson Filter><Close Opportunity Filter><Salesperson Code><Purchaser Code><Our Contact Code><Default Salesperson Code><Salesperson Code><Completed By><Salesperson Code><Salesperson Code><Salesperson Code Filter><Salesperson Filter><Attendee No.><Salespers./Purch. Code><Bill-to Customer No.><Primary Contact No.><Pay-to Vendor No.><Primary Contact No.><Company No.><Lookup Contact No.><Campaign Filter><Contact Filter><Contact Company Filter><Sales Cycle Filter><Sales Cycle Stage Filter><Team Filter><Contact Filter><Contact Company Filter><Close Opportunity Filter><Contact No.><Contact Company No.><Contact No.><Contact Company No.><Contact Filter><Company No.><Contact Company Filter><Attendee No.><Sales Cycle Filter><Sales Cycle Stage Filter><Team Filter><Campaign Filter><Close Opportunity Filter><Campaign No.><Campaign No.><Campaign Filter><Default Sales Cycle Code><Team Code><Opportunity No.><Organizer To-do No.><To-do No.><Team Code><Team Filter><Sales Cycle Code><Sales Cycle Filter><Sales Cycle Stage Filter><Close Opportunity Filter><Manager No.><Employee No. Filter><Sales Cycle Code>

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Fields

# Name Type
1 Code Code10 NotBlank: Yes
2 Name Text50
3 Commission % Decimal (2:2)
5050 Global Dimension 1 Code Code20
5051 Global Dimension 2 Code Code20
5052 E-Mail Text80 [E-Mail]
5053 Phone No. Text30 [Phone No.]
5054 Next To-do Date Date Editable: No
FlowField
5055 No. of Opportunities Integer Editable: No
FlowField
5056 Estimated Value (LCY) Decimal Editable: No
FlowField
5057 Calcd. Current Value (LCY) Decimal Editable: No
FlowField
5058 Date Filter Date FlowFilter
5059 No. of Interactions Integer Editable: No
FlowField
5060 Cost (LCY) Decimal Editable: No
FlowField
5061 Duration (Min.) Decimal (0:0) Editable: No
FlowField
5062 Job Title Text30
5063 Action Taken Filter Option FlowFilter
5064 Sales Cycle Filter Code10 FlowFilter
5065 Sales Cycle Stage Filter Integer FlowFilter
5066 Probability % Filter Decimal (1:1) FlowFilter
5067 Completed % Filter Decimal (1:1) FlowFilter
5068 Avg. Estimated Value (LCY) Decimal Editable: No
FlowField
5069 Avg.Calcd. Current Value (LCY) Decimal Editable: No
FlowField
5070 Contact Filter Code20 FlowFilter
5071 Contact Company Filter Code20 FlowFilter
5072 Campaign Filter Code20 FlowFilter
5073 Estimated Value Filter Decimal FlowFilter
5074 Calcd. Current Value Filter Decimal FlowFilter
5075 Chances of Success % Filter Decimal (0:0) FlowFilter
5076 To-do Status Filter Option FlowFilter
5077 Closed To-do Filter Boolean FlowFilter
5078 Priority Filter Option FlowFilter
5079 Team Filter Code10 FlowFilter
5082 Opportunity Entry Exists Boolean Editable: No
FlowField
5083 To-do Entry Exists Boolean Editable: No
FlowField
5084 Close Opportunity Filter Code10 FlowFilter
5085 Search E-Mail Code80
5086 E-Mail 2 Text80 [E-Mail]

Keys

# Fields
0 Code Clustered: Yes
1 Search E-Mail

Table Relations To Other Tables

Field Related Table Related Field
Campaign Filter Campaign No. 1..n
Close Opportunity Filter Close Opportunity Code Code 1..n
Contact Company Filter Contact 1..n
Global Dimension 2 Code Dimension Value Code 1..n
Sales Cycle Filter Sales Cycle Code 1..n
Sales Cycle Stage Filter Sales Cycle Stage Stage 1..n
Team Filter Team Code 1..n

Table Relations From Other Tables

From Table From Field
Attendee Attendee No. 1..n
Bank Account Our Contact Code 1..n
Bank Account Ledger Entry Our Contact Code 1..n
CV Ledger Entry Buffer Salesperson Code 1..n
Campaign Salesperson Filter 1..n
Campaign Entry Salesperson Code 1..n
Contact Salesperson Filter 1..n
Cust. Ledger Entry Salesperson Code 1..n
Customer Salesperson Code 1..n
Default Dimension No. 1..n
Employee Salespers./Purch. Code 1..n
Filed Service Contract Header Salesperson Code 1..n
Gen. Journal Line Salespers./Purch. Code 1..n
Interaction Log Entry Salesperson Code 1..n
Item Journal Line Salespers./Purch. Code 1..n
Marketing Setup Default Salesperson Code 1..n
Opportunity Salesperson Code 1..n
Opportunity Entry Salesperson Code 1..n
Phys. Inventory Ledger Entry Salespers./Purch. Code 1..n
Purch. Cr. Memo Hdr. Purchaser Code 1..n
Purch. Inv. Header Purchaser Code 1..n
Purch. Rcpt. Header Purchaser Code 1..n
Purchase Header Purchaser Code 1..n
Purchase Header Archive Purchaser Code 1..n
RM Matrix Management Salesperson Filter 1..n
Return Receipt Header Salesperson Code 1..n
Return Shipment Header Purchaser Code 1..n
Sales Cr.Memo Header Salesperson Code 1..n
Sales Header Salesperson Code 1..n
Sales Header Archive Salesperson Code 1..n
Sales Invoice Header Salesperson Code 1..n
Sales Shipment Header Salesperson Code 1..n
Segment Header Salesperson Code 1..n
Segment Line Salesperson Code 1..n
Segment Wizard Filter Salesperson Code Filter 1..n
Service Contract Header Salesperson Code 1..n
Service Cr.Memo Header Salesperson Code 1..n
Service Header Salesperson Code 1..n
Service Invoice Header Salesperson Code 1..n
Service Shipment Header Salesperson Code 1..n
Standard General Journal Line Salespers./Purch. Code 1..n
Standard Item Journal Line Salespers./Purch. Code 1..n
Team Salesperson Filter 1..n
Team Salesperson Salesperson Code 1..n
To-do Completed By 1..n
Value Entry Salespers./Purch. Code 1..n
Vendor Purchaser Code 1..n
Vendor Ledger Entry Purchaser Code 1..n