Participants (BTB, OTC)
They determine when a participant record linked to ticket, service contract or installed base with a defined role is automatically created.
The options in this category are applied globally.
The participant record is created if the value of the respective field in KM/WR/IB is entered or changed.
The following options are available:
- Billing Address (KM)
- Billing Address (WR) (BTB only)
- Contact Partner (KM)
- End Customer (KM)
- Location (IB)
- Service Contractor (WR) (BTB only)
Example:
- If a participant is added to a ticket with the role "contact person" and the Inactive check box is disabled (i.e. the participant is enabled), the participant is automatically entered in the Contact Person/Company field.
- If you select a company or person in the Contact Person/Company field in the ticket record, a new participant record is added and set as active. If another company/person was active in this role, the corresponding participant record is set to inactive.
To configure the function described in the above example:
- Select the Contact Partner (KM) option in the Configuration info area.
- Select Load Value from the context menu in the Configuration info area.
- Select the catalog value that the function should access: "contact person".Note: The selected value is automatically translated to the entry in the catalog base language.
- Define the catalog value for the Role catalog in the Maintenance module (Catalog info area), see Editing Variable Catalogs.