| # Business Partner Roles by Contact (tccom4546m000) Use this session to view, enter, and maintain the business partner roles by contact. Note If you double-click a record, the Business Partner (tccom4100s000) session is started. This session appears as a tab in the Contact (tccom1640m000) session. Related topics Business partner contacts Contact The contact to whom the business partner roles are linked. Full Name 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 business partner status Allowed values Business Partner Status Related topics 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. Related topics Business partner default data Parent Business Partner parent business partner Related topics Business partner default data 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 The department used for the business partner role(s). Note A department can only be specified for the following roles: Invoice-to Invoice-from Pay-by Pay-to Related topics Financial business-partner data Address The business partner's default address. Address address 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. Related topics Business partner status End Date 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 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. Related topics To print external documents in other languages 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 Currencies - overview I-Code The business partner's Intracom code. Related topics The Belgian Balance of Payments report data 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 Factoring 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: Local currency (in the standard currency system) Reference currency (in a dependent currency system) 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. Related topics Intercompany transactions 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. Related topics Overview of enterprise modeling Intercompany transactions 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. Related topics Intercompany settlement transactions – setup 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 Starts the Business Partner (tccom4100s000) session. ... Starts the Contact (tccom1640m000) session. |