Integration in the BC-Standard
CreditSolution2Dynamics extends the Dynamics standard with additional fields and ActionItems in three lists and three card. Furthermore, the department menu has been extended by the CreditSolution2Dynamics section.
Standard page extensions (list + card)
The following lists and cards are extended:
- Customer list and card
- Vendor list and card
- Contact list and card
- Sales order list and card
- Sales quote list and card
- Extensions for contact, customer and vendor are analogous.
- Extensions for sales orders and sales offers are analogous.
Columns CreditSolution2Dynamics
CreditSolution2Dynamics extends the above lists by six columns. This is a subset of the fields from the CreditSolution2Dynamics tab, which will be discussed in the following chapter.
Tab CreditSolution2Dynamics
CreditSolution2Dynamics adds a tab to the above card
Genral:
| Fields | Description |
|---|---|
| Business partner no. | Internal identification number of the company. Pulled from the setup number series |
| Active order | Shows the last, still active or not yet delivered, order. A click on [...] opens the ordered information. |
Links:
| Fields | Description |
|---|---|
| Contact | Displays the contact no. of the linked contact, if it exists. A click on [...] opens the corresponding contact card. |
| Customer | Displays the customer no. of the linked customer, if it exists. A click on [...] opens the corresponding customer card. |
| Vendor | Displays the vendor no. of the linked vendor, if it exists. A click on [...] opens the corresponding vendor card. |
Last informatoin:
| Fields | Description |
|---|---|
| Status | Shows whether there is already information in the system for this company. |
| Information no. | Displays the information no. of the last delivered information . A click on [...] opens the corresponding information card. |
| Service | Indicates from which service the last information originated. |
| Provider | Indicates which provider delivered the last Skyminder information. |
| Product | Indicates what type of information the last report was. |
| Created | Indicates when the information was ordered. |
| Normalized valuation | Shows the creditworthiness index of the last report normalized by CRIF (1 to 5, integer). The best score is a 1. |
| Evaluation | Displays the creditworthiness index assigned by the provider in the last report (for German companies, according to school grades from 1.0 to 6.0) |