| # Invoice-to Business Partner (tccom4112s000) Use this session to view, enter, and maintain invoice-to business partners. You can start this session from: The Invoice-to Business Partners (tccom4512m000) overview session, by double-clicking a record, or by entering a new invoice-to business partner. The Business Partners (tccom4500m000) overview session, by clicking Invoice-to Business Partner on the appropriate menu. The Business Partner (tccom4100s000) session, by clicking the Invoice-to button. Stand-alone. Tabs The lines on the tabs refer to these sessions: Activities Refers to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities by invoice-to business partner. Notes Refers to the Notes (tcstl1550m000) session. On this tab, you can view, enter, and maintain the notes that are linked to the invoice-to business partner. If you double-click a line or enter a new note on this tab, the Note (tcstl1650m000) session is started. Contacts Refers to the Contacts by Business Partner Role (tccom4545m000) session. On this tab, you can view, enter, maintain, and delete contacts by invoice-to business partner and define whether or not the contact is the primary contact for an invoice-to business partner. If you double-click a line on this tab, the Contact (tccom1640m000) session is started. Additional Attributes Refers to the Attributes by Business Partner (tdsmi1101m000) session. On this tab, you can add attributes to an invoice-to business partner. Related topics Business partners Invoice-to Business Partner invoice-to business partner Department The department that is linked to the business-partner role. The business partner's financial data for the role is registered in the financial company to which the department is linked. Related topics Financial business-partner data To use an accounting office Workflow Status The status that applies if the business object requires authorization using ION Workflow. When you perform a change that requires authorization, a checked-out version is automatically created for the business object. The changes you submitted are only effective after approval/check-in. You can also undo your changes, or recall your submitted changes. Checked-out and checked-in objects are displayed in the Checked-out Objects (ttocm9599m000) session. From the appropriate menu of this session, select Workflow and then select the required action for the business object. Allowed values If the business object is checked out, this field shows an Object status. If the business object is checked in, this field shows an Approval status. Regardless of the object being checked in or out, if a description is specified for the object type in the Workflow Information Fields (ttocm0106m000) session (which is displayed as a tab in the Object Types (ttocm0102m000) session), this field always shows the value of the appropriate Description field. Note For more information on setting up and using ION Workflow for business objects in LN, refer to the Infor LN Integration Guide for Infor ION Workflows and Monitors at Infor Xtreme. Related topics Workflow status process Address The invoice-from business partner's 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 (Invoice-to BP) (tccom4112s200) session. Click the Details button to start this session. SIREN Code The business partner's SIREN code. Related topics DAS 2 reporting setup Establishment Code The business partner's site identification. Related topics DAS 2 reporting setup Send MBI If this check box is selected, you can generate a monthly billing invoice for the business partner. If you select this check box, you must specify a closing method. Related topics Monthly billing invoices Closing Method The closing method used for the business partner. Related topics Monthly billing invoices Business Partner Tax Classification The business partner's tax classification. Related topics To model tax exceptions Setting up withholding tax and social contributions Primary Contact The business partner's primary contact. Note If this field is filled, the invoice-to business partner is also linked to the contact in the Business Partner Roles by Contact (tccom4546m000) session. Related topics Business partner contacts Full Name The contact's full name. Text Use this field to enter a text related to the invoice-to business partner. Business Partner Status business partner status Allowed values Invoice-to business partner status Related topics Business partner status From The date and time when this status takes effect. If you leave this field empty, the status takes effect immediately. Related topics Business partner status To The expiry date and time of the business partner's status. If you leave this field empty, the status continues. Related topics Business partner status Created by The user who defined the invoice-to 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. 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. Related topics To print external documents in other languages Business Partner Signal If you select a signal here, the signal message is displayed when you enter the business-partner code in an LN session. Related topics Using signals Business Partner Type business partner type 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 (Invoice-to BP) (tccom4112s300) session. Click the Details button to start this session. Currency The default currency used for invoicing. Exchange Rate Type The exchange-rate type for sales. Default value The sales exchange-rate type you have selected for the current company in the Companies (tcemm1170m000) session. Related topics Using currency exchange rate types Financial Customer Group The financial business-partner group to which the business partner is assigned. If you define the business partner role for more than one department, you must select the same financial business-partner group for all the departments of which the enterprise unit is linked to the same financial company. Related topics Financial business partner groups Statement Method The statement of account that you use for the business partner. Charge Interest If this check box is selected, LN calculates interest on outstanding invoices for the business partner. Related topics Interest invoices Interest calculation on overdue invoices Number of Extra Invoice Copies The number of copies of the invoice in addition to the original invoice, that you want to print. Related topics Setting up Invoicing Invoicing Method The invoicing method that you use to generate invoices for the business partner. Related topics Selecting order data for invoicing Invoice Delivery Method The invoice delivery method that you use for the business partner. Match Code The match code selected from the Match Codes (tcmcs0158m000) session. If you leave this field empty, the default value defined in the Invoicing Parameters (cisli0100m000) session will be used. Invoice Interval The number of days between the delivery of invoices to the business partner. If you generate invoices in Invoicing, LN only generates invoices for the business partner if the invoice interval has expired. Date Invoiced The most recent date on which you generated generate invoices for the business partner in Invoicing. Invoice for Freight Based On The way in which LN adds the freight costs to the invoice. If the freight costs must not be added to the invoice, select Not Applicable. Related topics Integration freight invoicing and purchase invoicing Additional Percentage If the Invoice for Freight Based On field is Freight Costs or Freight Costs (Update Allowed), this is the percentage of the invoice amount that must be added for the freight costs. Additional Amount If the Invoice for Freight Based On field is Freight Costs or Freight Costs (Update Allowed), this is the amount for the freight costs that must be added to the invoice amount. Additional Amount currency Credit Rating The credit rating that you use for the business partner. Related topics Credit rating Credit Analyst The credit analyst for the business partner. Credit Bureau Reference Number The reference number that the credit bureau uses for the business partner. If you use a credit bureau to verify the business partner's financial status, you can enter the reference number in this field. Credit Limit The business partner's credit limit. Default value Zero (= no credit limit) Note The credit limit cannot be less than zero. In the Sales Order Parameters (tdsls0100s400) session, you can select whether LN must display a warning message or block the sales order if the new order balance exceeds the credit limit. Related topics The business partner's credit limit Credit rating Credit control Financial business-partner data Credit Limit currency Highest Credit Used Since Last Credit Review The highest total amount of created orders and invoiced orders for the business partner since the date on which you last reviewed the business partner's credit situation. Related topics Credit control Date of Last Credit Review The date on which you last reviewed the business partner's credit situation. Related topics Credit control Credit Limit Insured The credit amount that you insured for the business partner. Note This field is for reference purposes only. Credit Insurance Company The credit insurance company with which you insured the business partner's credit. Related topics Credit control Reference The reference that the credit insurance company uses for the business partner. Expiry Date of Insured Credit Limit The credit insurance is valid until this date. Note This field is for reference purposes only. Amount The tolerance amount for overdue invoices. LN calculates the total amount of the business partner's overdue invoices and compares it with the tolerance amount. If the total invoice amount is higher than the tolerance amount, LN signals that the business partner is overdue. You can block the sales orders procedure if you select the Block if Invoice is Overdue check box in the Sales Order Parameters (tdsls0100s400) session. Percentage The tolerance for overdue invoices expressed as a percentage of the credit limit. LN calculates the total amount of the business partner's overdue invoices and compares it with the tolerance amount. If the total invoice amount is higher than the tolerance amount, LN signals that the business partner is overdue. You can block the sales orders procedure if you select the Block if Invoice is Overdue check box in the Sales Order Parameters (tdsls0100s400) session. Payment Terms The default payment terms for the business partner. Payment Days The payment days you defined for the payment terms in the Payment Terms (tcmcs0113s000) session. Payment days are fixed days of the month, on which payments are due. If payment days are specified, the calculated due date is changed into the next fixed payment day. Payment Terms for Credit Notes The payment terms for credit notes that LN generates for goods returned by the business partner. Late Payment Surcharge The late payment surcharge that you use for the business partner. Late Payment Surcharge for Credit Notes The late payment surcharge for credit notes that LN generates for goods returned by the business partner. Pay-by Business Partner The default pay-by business partner of the invoice-to business partner. Payment Method The business partner's default payment method. Payment Method for Credit Notes The payment method for credit notes that LN generates for goods returned by the business partner. Dimension The dimension of this dimension type to which LN by default posts the business partner's invoice amounts. These dimension overrule the dimensions selected for the business partner group in the Accounts Receivable module. Balances Starts the Invoice-to Business Partner Balances (tccom4513m000) session, in which you can view the business partner's current balances and the turnover amounts of the last five years. Payment Terms by Business Partner Starts the Payment Terms by Business Partner (tccom1150m000) session. |