Business Partner Roles by Contact (tccom4546m000)

Use this session to view, enter, and maintain the business partner roles by contact.

Note

 

Contact
The contact to whom the business partner roles are linked.
Contact
The contact's first, middle, and last name.
Business Partner
The business partner linked to the contact.
Role
The relationship between you and the business partner.
Note

Only business partner roles can be defined that correspond with the relationship.

Status
Indicates the actions that can be carried out for the business partner. The status can be: Active, Inactive, or Potential.

For example, you cannot enter a sales order for a business partner with status Potential, or ship goods to a business partner with status Inactive.

Allowed values

Business Partner Status

City
The city in which the business partner is established.
Country
The country in which the business partner is established.
Telephone
The business partner's telephone number.
To be Verified
If this check box is selected, you must still verify the business partner's details or status.
Parent Business Partner
The business partner that links the various business-partners with different roles in a distributed business partner organization.

If you define branches of one company as different business partners, the business partners must all have the same parent business partner.

Search Key
The search key for the business partner.

Default value

The first 16 characters of the business partner's Name field. Periods and characters preceding them are not included in the search key.

Creation Date
The date the business partner data, business partner role data, or business partner address data was created.
Department
Note

A department can only be specified for the following roles:

  • Invoice-to
  • Invoice-from
  • Pay-by
  • Pay-to
Address
The business partner's default address.
Address
A full set of addressing details, which include the postal address, access numbers for telephone, fax, and telex, e-mail and Internet address, identification for taxation purposes, and routing information.
ZIP Code/Postal Code
The business partner's ZIP code.
State/Province
The state or province where the business partner resides.
House Number
The business partner's house number.
Fax
The business partner's fax number.
Website
The business partner's website.
Primary Contact
The primary contact for this business partner.
Start Date
The date and time when the business partner's status takes effect.

If you leave this field empty, the status takes effect immediately.

End Date
The expiry date and time of the business partner's status.

If you leave this field empty, the status continues.

Title
The title used on the documents addressed to the business partner.
Language
The language used for documents addressed to the business partner. If no document is available in this language, the document in the company language is used.
Currency
The currency used for the initial transactions with the business partner, for example, request for quotations or sales quotations.

On invoices, LN uses the default currency you specify for the invoice-to business partner and invoice-from business partner roles.

Related topics

I-Code
The business partner's Intracom code.
Business Partner for Texts
If a business partner is selected in this field, the text linked to this business partner is printed on external documents.

For example, you can print text linked to the sold-to business partner (special delivery agreements) on the shipping order printed for the ship-to business partner.

If this field is empty, only text linked to the current business partner is printed on documents for the business partner.

One-Time Business Partner
If this check box is selected, the business partner is a one-time business partner.
Note

When you process the billing request and print the invoice, the invoice address of one-time business partners is entered in Invoicing.

Factor
If this check box is selected, the business partner acts as a factor. If the factor handles your invoices and collects payments from your customers, the factor must have the pay-by role. If the factor collects payments on behalf of your suppliers, the factor must have the pay-to role.

Related topics

Collection Office
If this check box is selected, the business partner is considered a collection office.
Credit Limit Check Per Department
If this check box is selected, the credit limit is only checked for the department that is related to the invoice-from or invoice-to role.

If this check box is cleared, the credit limit is checked for all departments.

Currency for BP Balances/Credit Limits
The currency in which the business partner balances and credit limits are expressed.
Note

Unless the transaction currency matches the BP balances currency, LN translates amounts to the BP balance currency, using the given rate date and the Internal rate type, from either of the following:

Default value

Reference currency

Chamber of Commerce
The business partner's identification number at the chamber of commerce.
Commercial Identification
An informational field that you can use, for example, for the business-partner's identification number at a credit insurance company such as Dun & Bradstreet.
Business Entity Identifier
An optional identifier for the direct debit company in the SEPA direct debit file.
Internal Business Partner
If this check box is selected, the business partner is an internal business partner.

In Invoicing you can only send invoices to and receive invoices from business partners. Therefore, if you want to invoice an enterprise unit of your own company, or if you receive invoices from an enterprise unit, you must define the enterprise unit as an internal business partner. You can link only one internal business partner to an enterprise unit.

Affiliated Company
If this check box is selected, the business partner is an affiliated company.

The affiliated company is used in:

  • The multisite master plan to distinguish the dependent demand from the independent demand when analyzing the order file in Enterprise Planning.
  • Multicompany electronic data interchange to determine the company for which an internal EDI message is meant.
  • Financials, to generate a reconciliation report for the companies for which LN generates intercompany settlements.
Affiliated Company No.
The company number of the affiliated company represented by the business partner.

You can link a logistic company to only one business partner.

Intercompany Settlement
If this check box is selected, intercompany settlement transactions can be generated for the business partner.
Note

If the business partner is involved in intercompany settlement transactions, the invoice-from business partner must not be a subcontractor.

EDI
If this check box is selected, electronic data interchange (EDI) can be used for the business partner.
Front Office ID
The ID for the business partner generated by a front office application.
Creator's Unique System ID
The system ID of the user who defined the business partner.
EU Company No.
If the business partner is an internal business partner, this is the enterprise unit's operational company.
Created by
The user who defined the business partner.
Last Modified by
The user who last modified the business partner data, business partner role data, or business partner address data was created.
Last Modification Date
The date the business partner data, business partner role data, or business partner address data was last modified.
Role
I If this check box is selected, the contact represents the business partner in this role.
Primary
If this check box is selected, the contact is the primary contact for the business partner role.
Note
  • If this check box is selected, the contact is inserted as the primary contact in the business partner session related to the role. If the primary contact is deleted in the business partner session related to the role, LN also clears this check box.
  • One contact can be the primary contact for a combination of Business Partner, Role, and Department.

 

Details
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Starts the Contact (tccom1640m000) session.