Identifying partners

  1. From the menu, select Basics > Partner.
  2. Click New.
  3. Specify this information:
    Code
    Specify a code for the partner.
    Name
    Specify a name for the partner.
    Email
    Specify the partner's e-mail address.
    Main Contact
    Specify the name of the main contact person for this partner.
    Main Contact Email
    Specify the email address of the main contact person for this partner.
    Partner Type
    Select a partner type from the list. Partner types are a generic lookup type and can be defined in Generic Lookup.
    Internal/External
    Select Internal or External.
    Status
    Select a status.
    Address 1
    Specify the street address.
    Address 2
    Specify additional address information.
    Country
    Select a country.
    Region
    Select a region. Regions are a generic lookup type and can be defined in Generic Lookup.
    City
    Specify a city.
    Phone
    Provide the phone number of the partner.
    Fax
    Provide the fax number of the partner.
    Currency
    Select a currency from the list.
    Vendor Status
    Select a vendor status. Vendor statuses are a generic lookup type and can be defined in Generic Lookup.
    Last Inspection Date
    Specify the last inspection date for this partner.
    Delivery Method
    Select a delivery method. Delivery methods are a generic lookup type and can be defined in Generic Lookup.
    Delivery Terms
    Select a delivery term. Delivery terms are a generic lookup type and can be defined in Generic Lookup.
    Payment Terms
    Select a payment term. Payment terms are a generic lookup type and can be defined in Generic Lookup.
    Homepage
    Specify the partner's website.
    Buyer
    Select from the list.
    Language
    Select from the list.
    Date From
    Select a date from the calendar.
    Date To
    Select a date from the calendar.
    Notes
    Provide notes about this partner.
    User Defined Field 1
    Select from the list. User defined fields are generic lookup types and can be defined in Generic Lookup.
    User Defined Field 2
    Select from the list. User defined fields are generic lookup types and can be defined in Generic Lookup.
    User Defined Field 3
    Select from the list. User defined fields are generic lookup types and can be defined in Generic Lookup.
    Free Field 1
    Use this field to specify any other related details about your partner.
    Free Field 2
    Use this field to specify any other related details about your partner.
    Free Field 3
    Use this field to specify any other related details about your partner.
    Free Field 4
    Use this field to specify any other related details about your partner.
    Parent
    Select this check box to make this partner a parent to sub partners.
    Parent
    This field is automatically set to Yes if the partner has related sub partners. If this partner company is added as a sub partner to another partner company, this field displays the name of the parent company.
    Geocode

    Select an applicable Geo-location code to assign to partner.

    Note: A validation process confirms if the code is applicable or whether there is already an existing Request of specified code for a specific partner.