| | Business Partner (tccom4100s000)You can start this session: - From the Business Partners (tccom4500m000) overview session, by double-clicking a record, or by
entering a new business partner.
- From the Business Partner Roles by Contact (tccom4546m000) session, by double-clicking a
record.
- Stand-alone.
Note To specify the details for a specific business partner role, click the appropriate button in the Roles section. Lines Activities Notes The lines on this tab refer to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain
the notes that are linked to the business partner. If you
double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started. Contacts Additional Attributes
Business Partner A party with whom you carry out business transactions, for
example, a customer or a supplier. You can also define departments within your
organization that act as customers or suppliers to your own department as
business partners. The business partner definition includes: - The organization's name and main address.
- The language and currency used.
- Taxation and legal identification data.
You address the business partner in the person of the
business partner's contact. The business partner's status determines if you can
carry out transactions. The transactions type (sales orders, invoices,
payments, shipments) is defined by the business partner's role. If you create a new business partner and
the Business Partners check box is selected in the COM Parameters (tccom0000s000) session, you must select a series from the number
group for business partners. LN then generates the business-partner code from the series code and
the first free number in the series that you selected. If the Business Partners check box is cleared, you can enter a code for a new business partner. If the business partner is an affiliated company,
you can use the company number for the business partner code. B. Partner Status The status assigned to the business partner, which determines
the actions that can be carried out for the business partner. For example, you cannot specify a sales order for a business
partner with status Prospect, or ship goods
to a business partner with status Inactive. If there are outstanding sales orders or
open invoices for the business partner, you cannot change the status from Active to Prospect. When you define a business partner role for
this business partner, LN changes the Prospect status to Active. To be Verified If this check box is selected, you must still verify
the business partner's details or status. When you verify the business partner's
details or status, clear the check box. General General Name The business partner's name. Note Do not include a period after the
surname. LN forms the
default search key from the first sixteen characters that follow the last
period in the Name field. Example M.Y. Dixon and Son becomes DIXON AND
SON J. Smiths ltd. results in a empty search
key. Address The business partner's default address. Address Line 1 The first part of the address, as defaulted from the Address Line 1 field in the Addresses (tccom4130s000) session. Address Line 2 The second part of the address, as defaulted from the Address Line 2 field in the Addresses (tccom4130s000) session. Address Line 3 The third part of the address, as defaulted from the Address Line 3 field in the Addresses (tccom4130s000) session. Address Line 4 The fourth part of the address, as defaulted from the Address Line 4 field in the Addresses (tccom4130s000) session. Address Line 5 The fifth part of the address, as defaulted from the Address Line 5 field in the Addresses (tccom4130s000) session. Address Line 6 The sixth part of the address, as defaulted from the Address Line 6 field in the Addresses (tccom4130s000) session. Business Phone The phone number at the business address. Note If a full business phone number is specified, based on
the field values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Business Phone Number Details (tccom4100s200) session. Click the Details button to start this session. This option is enabled only if the user's Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session. Primary Contact Note If this field is filled, the business partner is also
linked to the contact in the Business Partner Roles by Contact (tccom4546m000) session. Website The business partner company's general Web site. Picture The business partner's picture. - You can add a picture by a drag-and-drop
operation.
- The picture can have the following extensions: .jpg,
.gif, or .png.
Text Use this field to enter a text related to the business
partner. Roles Sold-to If this check box is selected, you have defined the
corresponding business partner role for
the business partner. Note These options are enabled, only if the user's Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session or if the roles are yet to be
created. You can only create business partner roles if your Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session. Detailed Detailed 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. Title The title used on 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. 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. Note Before you can select this check box,
you must define the pay-by and the pay-to roles for the business partner. 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, you can define a credit limit for the invoice-to role of the business partner that applies to
the current company, if the current company is of type Financial or type Both. If this check box is cleared, you can define a credit
limit for the invoice-to role of the business partner that applies to all
departments and all companies of your multicompany environment. Note This check box does not affect the invoice-from business
partner role. For invoice-from business partners, you can specify a credit
limit for each department. BP Balance Currency 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 Fax Number The business partner's fax number at the business address. Note If a full fax number is specified, based on the field
values in the Phone Number Data group box of the Countries (tcmcs0110s000) session, the full number is automatically split in the Fax Number Details (tccom4100s300) session. Click the Details button to start this session. This option is
enabled only if the user's Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session. Status From The date and time when this status takes effect. If you leave this field empty, the
status takes effect immediately. To The expiry date and time of the business partner's status. If you leave this field empty, the
status continues. Identification Chamber of Commerce The business partner's identification number at the chamber
of commerce. Commercial Identification An information field that you can use, for example, for the
business partner's identification number at a credit insurance company such as
Dun & Bradstreet. Tax Number Displays the business partner's tax number you defined for the business partner in the country of the
address, in the Tax Numbers by Business Partner (tctax4100m000) session. Business Entity Identifier Parent Business Partner 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. Note If the business partner belongs to a business partner
hierarchy, you can click the Tree button to view the business partner's place in the
hierarchy in the Business Partner Tree (tccom4700m000) session. Business Partner for Texts If you select a business partner 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 you leave this field empty, only
text linked to the current business partner is printed on documents for the
business partner. Enterprise Modeling Enterprise Modeling 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. Note - You can select this check box only when you create a
new business partner.
- Before you can select his check box, you must first
define all the business partner roles.
- To remove the link between the business partner and the
enterprise unit, clear this check box and save the data.
Enterprise Unit The enterprise unit for which you create the internal business partner. You can link
only one business partner to an enterprise unit. User Created by The user who defined the business partner. Creation Date The date the business partner data, business partner role
data, or business partner address data was created. Last Modified by The user who last modified the business partner data,
business partner role data, or business partner address data. Last Modification Date The date the business partner data, business partner role
data, or business partner address data was last modified. Multi-Site 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.
Note This check box is enabled if you have
defined all the business partner roles for the business partner. Affiliated Company No. You can link a logistic company to only
one business partner. Intercompany Settlement Note If the business partner is involved in
intercompany settlement transactions, the invoice-from business partner must
not be a subcontractor. If you select this check box: - LN clears the One-Time Business Partner check
box.
- You cannot select the Self-Billing check
box in the Buy-from Business Partner (tccom4120s000) session.
Miscellaneous Social Media Social Media Type Select the type of social media that the business partner
uses. Social Media Link Specify the account or the tag(s) for the social media
type. Note You can click the ... button to display the applicable Web
site. Example: http://nl.linkedin.com/in/johndoe The business partner's Linkedin profile is
displayed. Note If you specified a Twitter account or Twitter tag(s) in
this field and you use Infor Ming.le for LN, you can also call the Twitter Tracker Context Application
to display the business partner's latest tweets. | |