| 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 box. Lines Activities The lines on the Activities tab refer to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities by business partner. Notes The lines on the Notes tab refer 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 The lines on the Contacts tab refer 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 or not the contact is the primary contact for the general business partner role. If you double-click a line on this tab, the Contact (tccom1640m000) session is started. Additional Attributes The lines on the Additional Attributes tab refer to the Attributes by Business Partner (tdsmi1101m000) session. On this tab, you can add attributes to a business partner. Related topics Business partners To define business partners
Fields | Description
Business Partner | A party with whom you carry out business transactions, for example, a customer or a supplier. You can also define departments within your organization that act as customers or suppliers to your own department as business partners. The business partner definition includes: The organization's name and main address. The language and currency used. Taxation and legal identification data. You address the business partner in the person of the business partner's contact. The business-partner status determines if you can carry out transactions. The transactions type (sales orders, invoices, payments, shipments) is defined by the business partner's role. 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. ERP 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 | Indicates the actions that can be carried out for the business partner. The status can be: Active, Inactive, or Prospect. For example, you cannot enter a sales order for a business partner with status Prospect, or ship goods to a business partner with status Inactive. 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, ERP 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
Social Media | Select the type of social media the business partner uses.
Weblink | Enter the weblink that launches the website for the social media type. Example: http://nl.linkedin.com/in/johndoe The Linkedin Website with the profile of the business partner is started.
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.
Address | The business partner's default address. Note You can select an address from the Addresses (tccom4530m000) session or click the New button to enter a new address in the Addresses (tccom4130s000) session.
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.
Primary Contact | The primary contact for this business partner. Note You can select a contact from the Contacts (tccom4540m000) session or click the New button to enter a new contact in the Contact (tccom1640m000) session. If this field is filled, the business partner is also linked to the contact in the Business Partner Roles by Contact (tccom4546m000) session.
Full Name | The contact's full name.
Website | The business partner company's general website.
Picture | The business partner's picture. You can add a picure by a drag-and-drop operation. The picture can have the following extensions: .jpg, .gif, or .png.
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. Note If the busines 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
Text | Use this field to enter a text related to the business partner.
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
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, 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 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
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 Tax 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.
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 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 Partner (tccom4120s000) session. Related topics To set up intercompany settlement transactions
Commands | Description
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 Tax Numbers by Business Partner (tctax4100m000) session.
Tree | Starts the Business Partner Tree (tccom4700m000) session.
... | 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.
... | Starts the Contact (tccom1640m000) 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.
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 website with the profile of the business partner.
Facebook | Starts the Facebook website with the profile of the business partner.
Linkedin | Starts the LinkedIn website with the profile of the business partner.
Myspace | Starts the MySpace website with the profile of the business partner.
Hyves | Starts the Hyves website with the profile of the business partner.