| # Business Partner (tccom4100s000) Use this session to view, enter, and maintain business partners. 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. 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 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 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 general business partner, and define whether the contact is the primary contact for the general business partner role. If you double-click a line, the Contact (tccom1640m000) session is started. Document Output Management Rules Refers to the Document Output Management Rules (tccom6170m000) session. Additional Attributes Refers to the Attributes by Business Partner (tdsmi1101m000) session. On this tab, you can add attributes to a business partner. Related topics Business partners To set up a group tax code Integration between LN and Twitter GDPR anonymization Business Partner business partner 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. Related topics To use number groups and series Business Partner Status business partner status 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. Allowed values Business Partner Status Related topics Business partner status 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. Related topics Business partner default data 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. Primary Contact The primary contact for this business partner. Note If this field is filled, the business partner is also linked to the contact in the Business Partner Roles by Contact (tccom4546m000) session. Related topics Integration between LN and Twitter Full Name The contact's full name. 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. Related topics Business partners 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. Related topics To print external documents in other languages Currency The currency used for the initial transactions with the business partner. 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 One-Time Business Partner If the business partner is a one-time business partner, select this check box 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. 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, 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. Related topics Defining a credit limit for the invoice-to business partner role The business partner's credit limit Financial business-partner data 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: Local currency (in the standard currency system) Reference currency (in a dependent currency system) 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. 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 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 Registration Numbers by Business Partner (tctax4100m000) session. Related topics To set up tax registration Business Entity Identifier The optional business entity identifier (BEI) for the direct debit company in the SEPA direct debit file. Parent Business Partner Parent Business Partner 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. Related topics Business partners 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 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. Related topics Intercompany transactions 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 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. 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. 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. Related topics Intercompany settlement transactions – setup Miscellaneous Social Media Social Media Type Select the type of social media that the business partner uses. Related topics Integration between LN and Twitter Social Media Link Specify the account or the tag(s) for the social media type. 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 Workspace for LN, you can also call the Twitter Tracker Context Application to display the business partner's latest tweets. Related topics Integration between LN and Twitter Anonymize Anonymizes the selected record. See GDPR anonymization. Addresses by Business Partner Starts the Addresses by Business Partner (tccom4133m000) session in which can view, maintain, and enter addresses by business partner (role). Tax Numbers by Business Partner Starts the Registration Numbers by Business Partner (tctax4100m000) session. Tree Starts the Business Partner Tree (tccom4700m000) session. Sold-to Business Partner Starts the Sold-to Business Partner (tccom4110s000) session. Ship-to Business Partner Starts the Ship-to Business Partner (tccom4111s000) session. Invoice-to Business Partner Starts the Invoice-to Business Partner (tccom4112s000) session. Buy-from Business Partner Starts the Buy-from Business Partner (tccom4120s000) session. Ship-from Business Partner Starts the Ship-from Business Partner (tccom4121s000) session. Invoice-from Business Partner Starts the Invoice-from Business Partner (tccom4122s000) session. Pay-to Business Partner Starts the Pay-to Business Partner (tccom4124s000) session. Pay-by Business Partner Starts the Pay-by Business Partner (tccom4114s000) session. Twitter Starts the Twitter Web site with the profile of the business partner. Twitter Tags Starts the Twitter Web site with the tweets that include the specified tag(s). Facebook Starts the Facebook Web site with the profile of the business partner. Linkedin Starts the LinkedIn Web site with the profile of the business partner. Myspace Starts the MySpace Web site with the profile of the business partner. |