Business Partners (tccom4500m000)

Use this session to view, enter, and maintain business partners.

When you double-click a record, or click the New button, the Business Partner (tccom4100s000) session is started.

Note

If you delete a business partner, the business partner's roles, banks, and balances are also deleted.

You can only create business partner roles if your Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session.

 

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.

Role
The relationship between you and the business partner.
Note
  • Only business partner roles can be defined that correspond with the relationship.
  • You can only create business partner roles, if your Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session.
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 the a business partner role for this business partner, LN changes the Prospect status to Active.

Allowed values

Business Partner Status

City Code
The code of the city in which the business partner is established.
Country
The country in which the business partner is established.
Phone Number
The business partner's telephone number.
Note

This option is enabled only if the user's Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session.

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.

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 Business Partner Tree on the appropriate menu to view the business partner's place in the hierarchy in the Business Partner Tree (tccom4700m000) session.

Related topics

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.
Street
The business partner's default address.
ZIP Code/Postal Code
The business partner's ZIP code.
City
The name of the city in which the business partner is established.
State/Province
The state or province where the business partner resides.
House Number
The business partner's house number.
Fax Number
The business partner's fax number.
Note

This field is enabled only if the user's Authorization Level is set to Modify in the Authorized Business Partners (tcsec2530m000) session.

Website
The business partner's website.
Contact
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 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.

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

When you process the invoicing batch 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.

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, 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.

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.
Business Entity Identifier
An optional identifier for the direct debit company in the SEPA direct debit file.
Internal Business Partner
If the business partner is an internal business partner, select this check box.

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.
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.
Note

This check box is enabled if you have defined all the business partner roles for the business partner.

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.

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.
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.

 

To Be Verified
Only displays business partners whose business partner details or status must still be verified. These are the business partners for which the To be Verified check box is selected.
Anonymize
Anonymizes the selected record.