Step By Step
Definition and Objectives |
|---|
Definition: •Accounts are Solvay’s customers, partners and distributors •Each account stores information such as a name, address, phone numbers and customer attributes ( ). •For each account, you can link information such as opportunities, activities, cases, visit reports, notes and attachments. Objective: •Create a 360-degree view, cross BUs and GBUs, of an account enabling the required abilities for our sales, service and all other customer facing entities to deliver the highest quality with efficiency. |
Account Types | Account Types Definition |
|---|---|
An “Account” can have different “types” depending on the nature of the relationship between this account and Solvay Group
|
Account - 360° View | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Overview on the information you have on an account page
| ||||||||||||||||
Other information available in the account page: •Address & Local Address ( Address in local Language) •Order Book (Sold and Pending orders) > Synchronized from SAP •Invoice Overdue > Synchronized from SAP •Incoterms and Payment terms > Synchronized from SAP | To view the information contained in a "Related list", simply hoover on it...
| |||||||||||||||
Find an account | |
|---|---|
There are several ways to find an account:
| Views at your disposal |
Corporate groupsCorporate groups can be used to get an overview of all accounts, contacts, opportunities logged to the accounts part of a same Group.
| |
GBU Customer Segmentation | |
|---|---|
Each account can be segmented at the level of the BU or GBU thanks to the “GBU Customer Segmentation”
Business rule & initial data load At go-live, the GBU Customer segmentation will be loaded based on the Sales Area available in SAP After go-live, the customer segmentation has to be managed by the Account Team Members Nb: If you work an a (new) account, a GBU customer segmentation must be assigned | |
Assign a GBU Customer Segmentation to an account allows you to find the account by using the GBU specific list views, and to report on all accounts active for your GBU
| |
•GBU/BU/Main End-Use: Select your GBU, BU and Main End-Use
Assign a GBU Customer Segmentation to an account allows you to find the account when using the GBU specific list views
| |
Account hierarchy | |
|---|---|
Definition: •The account hierarchy displays all the accounts part of a same “Corporate Group” •A “Corporate Group” lists all the accounts which are part of a same “legal” entity. The Group is based on the nature of the account, not based on GBU/BU criteria, nor on business rationales. •Can be built in the system through a “Parent account” relationship Objective: •The Account hierarchy allows to have a consolidated views on business interactions and to manage global consolidation and reporting at a “Corporate Group” level. | |
Corporate Group HierarchyAt Corporate Group page, the full hierarchy is showed with all accounts related to it. In the column Involved GBU(s),the GBU active on the account is available
| |
Create your own view | |
|---|---|
If required, you can refine your perimeter by creating your own view | |
Need help?
The best way to get IT support is to use the new
Service One Platform.