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:

  1. Select the Contact Partner (KM) option in the Configuration info area.
  2. Select Load Value from the context menu in the Configuration info area.
  3. 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.
  4. Define the catalog value for the Role catalog in the Maintenance module (Catalog info area), see Editing Variable Catalogs.