Defining business partners

These methods are available to define business partners:

In the COM Parameters (tccom0000s000) session, you can assign a default number group for business partners. If a default number group is not specified, you can manually specify your own code.

Complete these steps to set up and use business partner default data:

Step 1. 

Define sets of default details for business partners in the Business Partner Defaults (tccom4101m000) session.

To verify the details in the Business Partner (tccom4100s000) session, you can select the To be Verified check box. After you verified the details or specified the remaining details, you can clear the check box.

If you create a new set of default data, LN retrieves the initial default language from the General Company Data (tccom0102s000) session, and the currency and the exchange rate type from the Companies (tcemm1170m000) session.

Step 2. 

Specify the business partner code and name in the Easy Entry Business Partner (tccom4201m000) session.

In the Business Partner Defaults field, select the required set of default business partner data.

In the Business Partner Role field, the business partner role type of the selected set of default data is specified by default. If required, you can overrule the default value.

If you select Customer, LN uses the default details for these business partner roles:

  • Sold To
  • Ship To
  • Invoice To
  • Pay By

If you select Supplier, LN uses the default details for these business partner roles:

  • Buy From
  • Ship From
  • Invoice From
  • Pay To

These roles are financial roles:

  • Invoice To
  • Pay By
  • Invoice From
  • Pay To

You can only select the financial roles if these conditions apply:

  • The Financial Roles check box is selected for the supplier in the Business Partner Defaults (tccom4101m000) session.
  • You are working in a company of type Financial or type Both. See Business partner data by financial company Financial business-partner data.

If you select No roles, LN only uses the default details for the business partner master details.

Step 3. 

Select an address and a contact in the Easy Entry Business Partner (tccom4201m000) session. If you press Tab, LN displays the address details or the contact details in the corresponding fields.

Step 4. 

Click Create in the Easy Entry Business Partner (tccom4201m000) session. LN creates the business partner master data and the business partner roles. You can use the Business Partner (tccom4100s000) session to view and verify the generated details, and to specify details in the optional fields.

Note

The default set for which the Number field is one (1) in the Business Partner Defaults (tccom4101m000) session, must have the Business Partner Role field set to Customer and Supplier and can never be deleted. The reason for this is that this set is used as a fallback if the default set selected in the Easy Entry Business Partner (tccom4201m000) session includes invalid data and cannot be used to generate business partner data.

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