| Business Partners (tccom4100s000) |  |
| Use this session to maintain the general business-partner details. This is the business-partner master data. To specify the details for a specific business partner role, click the appropriate button in the Roles box. However, you must first specify an address and a currency, which are defaults for the business-partner role. If a role is not allowed for the type of business partner, you cannot click the corresponding button. Use the Enterprise Modeling tab to: Indicate that the business partner is an internal business partner. On the Specific menu, you can click Enterprise Modeling to start the Internal Business Partners (tcemm1122m000) session in which you can enter the business partner's enterprise unit. For an internal business partner, you must first define all the business partner roles. Enter the company number of an affiliated company. Indicate whether ERP LN must post intercompany settlement transactions for transactions with the business partner. Related topics Business partners To define a business partner
Fields | Description
Business Partner | The business-partner code. If you create a new business partner and if you have selected the Business Partners check box in the COM Parameters (tccom0000s000) session, you must select a series from the number group for business partners. ERP LN then generates the business-partner code from the series code and the first free number in the series that you selected. If you have not selected the Business Partners check box, 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
General
General
Name | The business partner's name. Note Do not include a period after the surname. ERP 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.
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.
Parent Business Partner | The business partner that links the various business-partners with different roles in a distributed business partner organization. If you define branches of one company as different business partners, the business partners must all have the same parent business partner. Related topics Business partners
Address Code | The business partner's default address.
Address Code | The name specified for the address.
Contact | The default contact for this business partner.
Contact | The contact's surname.
Creation Date | The date 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.
Status
Business Partner Status | The business partner status. If there are outstanding sales orders or open invoices for the business partner, you cannot change the status from Active to Potential. When you define the a business-partner role for this business partner, ERP LN changes the Potential 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
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
Roles
Role | If this check box is selected, you have defined the corresponding business-partner role for the business partner. Related topics Business partners
Detailed
Text | If this check box is selected, a text is present. Related topics To use texts
Detailed
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 ERP 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 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.
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 Central 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, the credit limit check applies only to the financial company, represented by its accounting department that is related to invoice-to role. If this check box is cleared, the credit limit check applies to all departments, in this case represented by the accounting office.
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, ERP 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
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 Tax Numbers by Business Partner (tctax4100m000) session. Related topics To set up tax registration
Verification Date | The last verification date of the tax number. Check the tax numbers regularly to ensure that the information in the import/export reports is correct.
Enterprise Modeling
Enterprise Modeling
Internal Business Partner | If the business partner is an internal business partner, select this check box. In Central 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. If you select this check box, on the Specific menu, you can click Enterprise Modeling to start the Internal Business Partners (tcemm1122m000) session in which you can enter the business partner's 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.
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 ERP 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: ERP LN clears the One-Time Business Partner check box. You cannot select the Self-Billing check box in the Buy-from Business Partners (tccom4120s000) session. Related topics To set up intercompany settlement transactions
Commands | Description
Contacts by Business Partner | Starts the Contacts by Business Partner (tccom4545m000) session in which you can view, maintain, and enter contacts by business partner (role).
Addresses by Business Partner | Starts the Addresses by Business Partner (tccom4133m000) session in which can view, maintain, and enter addresses by business partner (role).
Address... | Starts the Addresses (tccom4130s000) session in which you can maintain or display the business partner's address details. If you linked an address to the business partner in this session, you can click this button.
Contact... | Starts the Contacts (tccom4140s000) session in which you can maintain or display the details of your contact at the business partner. If you have defined a contact for the business partner, you can click this button.
Features... | Starts the Features by Trade Relation (tdsmi1101m000) session in which you can maintain or display the feature definitions defined for the business partner. .
Sold-to Business Partner | Starts the details session in which you can maintain or display the related details.
Ship-to Business Partner | Starts the details session in which you can maintain or display the related details.
Invoice-to Business Partner | Starts the details session in which you can maintain or display the related details.
Buy-from Business Partner | Starts the details session in which you can maintain or display the related details.
Ship-from Business Partner | Starts the details session in which you can maintain or display the related details.
Invoice-from Business Partner | Starts the details session in which you can maintain or display the related details.
Pay-to Business Partner | Starts the details session in which you can maintain or display the related details.
Pay-from Business Partner | Starts the details session in which you can maintain or display the related details.