| # To define business partner financial details by financial company To use multiple departments To define specific business partner financial details for the financial companies, take the following steps: Set up default accounting offices for the financial companies as described in To create an accounting office. In the Business Partners (tccom4100s000) session, click one of the following role buttons to start the corresponding session. The procedure is similar for each role. Click: Invoice To to start the Invoice-to Business Partners (tccom4112s000) session. Pay By to start the Pay-by Business Partners (tccom4114s000) session. Invoice From to start the Invoice-from Business Partners (tccom4122s000) session. Pay To to start the Pay-to Business Partners (tccom4124s000) session. Enter the default business partner details and leave the Department field empty. Save the data and in the Business Partners (tccom4100s000) session, click the role button again. Do one of the following: To base the role data for a new department on the default data with an empty Department field, in the business partner role session click New. To copy the data from another department, take the steps described in To copy the business partner financial data. In the Department field, select the financial company’s accounting office. Enter the business partner role details specific for the financial company and save the data. Repeat steps 4 to 6 to define specific business partner financial data for each financial company for which specific data is required. To copy the business partner financial data To base the data for a department on the data of another department, take the following steps: Select the department that you want to copy in the Department field. The role data for this department is displayed. Click Duplicate. In the Department field, select the department to which you want to copy the role details. On the appropriate menu, you can click Next Department and Previous Department to view the business partner's data for the different departments. Related topics To create an accounting office To use an accounting office |