<?xml version="1.0" encoding="utf-8"?>
<ManualTopic ID="/baanerp/tc/onlinemanual/000082" xml:lang="en">
   <Header>
      <Title>Business partners</Title>
      <Keyword type="header" order="d1e1433185">
         <Level1>Business partners</Level1>
         <Level2>roles</Level2>
      </Keyword>
      <Keyword type="header" order="d1e1433190">
         <Level1>Roles</Level1>
         <Level2>business partners</Level2>
      </Keyword>
   </Header>
   <GeneralSection>
      <Paragraph>You must define your customers and suppliers as <Link href="/baanerp/tc/glossary/glossary#BusinePartne_tc" role="glossary">business partners</Link>.</Paragraph>
      <List>
         <ListIntro>For each business partner you can specify:</ListIntro>
         <ListItem>
            <Link href="/baanerp/tc/glossary/glossary#000015" role="glossary">business partner roles</Link>
         </ListItem>
         <ListItem>
            <Link href="/baanerp/tc/glossary/glossary#BusineParSta_tc" role="glossary">business partner status</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#BusineParTyp_tc" role="glossary">business partner type</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#Contact_tc" role="glossary">contacts</Link>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection ID="default">
      <SectionTitle>Business partner default data</SectionTitle>
      <Paragraph>If you define a new business partner, you must enter many
		details in the <GUIRef href="/baanerp/tc/com/tccom4100s000" role="session">Business Partner (tccom4100s000)</GUIRef> session. To speed up
		the process, you can define default business partner details in the <GUIRef href="/baanerp/tc/com/tccom4101m000" role="session">Business Partner Defaults (tccom4101m000)</GUIRef> session. In this way, details for the
		mandatory fields are immediately available and you can create transactions for
		the business partner.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/tc/onlinemanual/000457" role="manual">Defining business partners</Link>.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>If you use default business partner details and at a later
		  date, you want to check the data or you want to enter details in the
		  non-mandatory fields, in the <GUIRef href="/baanerp/tc/com/tccom4100s000" role="session">Business Partner (tccom4100s000)</GUIRef> session, you can select the <GUIRef href="/baanerp/tc/com/tccom4100s000#tccom100.btbv" role="manual">To be Verified</GUIRef> check box. When you have verified the details or entered
		  the remaining details, you can clear the check box.</Paragraph>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Business partner roles</SectionTitle>
      <Paragraph>The business partner's
		role determines the types of transactions you can carry out with the business
		partner. For example, you can only ship goods to a business partner with a
		ship-to role.</Paragraph>
      <Paragraph>The business partner's roles enable you to address the correct
		office and contact, for each part of a business transaction. For example, your
		customer's sales office, accounts payable office, and warehouse can all be at
		different locations or even in different countries.</Paragraph>
      <Note>
         <SectionTitle>Note</SectionTitle>
         <Paragraph>The data of the
		  different roles for one business partner can be interdependent. For example,
		  you must define a business partner's sold-to role and specify a sales office
		  before you can define the business partner's invoice-to role.</Paragraph>
      </Note>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Customer roles</SectionTitle>
      <List>
         <ListIntro>For your customers you can define these roles:</ListIntro>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#SoldtoBusine_tc" role="glossary">Sold-to business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#ShiptoBusine_tc" role="glossary">Ship-to business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#InvoicetoBus_tc" role="glossary">Invoice-to business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#PayfroBusine_tc" role="glossary">Pay-by business partner</Link>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Supplier roles</SectionTitle>
      <List>
         <ListIntro>For your suppliers you can define these roles:</ListIntro>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#BuyfroBusine_tc" role="glossary">Buy-from business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#ShipfrBusine_tc" role="glossary">Ship-from business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#InvoicefrBus_tc" role="glossary">Invoice-from business partner</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#PaytoBusineP_tc" role="glossary">Pay-to business partner</Link>
         </ListItem>
      </List>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Business partner contacts</SectionTitle>
      <Paragraph>For each business partner you can define the business partner's <Link href="/baanerp/tc/glossary/glossary#Contact_tc" role="glossary">contacts</Link>. A contact can be
		linked to more than one <Link href="/baanerp/tc/glossary/glossary#000015" role="glossary">business partner role</Link>.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/tc/onlinemanual/000080" role="manual">Business partner contacts</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Parent business partners</SectionTitle>
      <Paragraph>You define <Link href="/baanerp/tc/glossary/glossary#ParentBusine_tc" role="glossary">parent business partners</Link> to
		indicate the link between business partners with different roles. This enables
		you to define distributed business partner structures. You can define a
		business partner without any roles to link related business partners.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Business partner departments</SectionTitle>
      <Paragraph>You can link some
		business partner roles to specific departments. The business partner's
		financial data is registered in the financial company to which the department
		is linked.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/tc/onlinemanual/000312" role="manual">Business partner data by financial company</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Financial business partner data</SectionTitle>
      <Paragraph>In <GUIRef href="/baanerp/tf" role="package">Financials</GUIRef>, you must group
		your customers and suppliers into <Link href="/baanerp/tf/glossary/glossary#FinancCustom_tf" role="glossary">financial business partner groups</Link> and set
		up the <Link href="/baanerp/tf/glossary/glossary#ControAccoun_tf" role="glossary">control accounts</Link> for each group in the <GUIRef href="/baanerp/tf/acr" role="module">Accounts Receivable</GUIRef> and <GUIRef href="/baanerp/tf/acp" role="module">Accounts Payable</GUIRef> modules.</Paragraph>
      <List>
         <ListIntro>To view the business partners' and your own payment
		  performance, use these sessions:</ListIntro>
         <ListItem>
            <GUIRef href="/baanerp/tf/cmg/tfcmg3500s000" role="session">Pay-by Business Partner Statistics (tfcmg3500s000)</GUIRef>
         </ListItem>
         <ListItem>
            <GUIRef href="/baanerp/tf/cmg/tfcmg3502m000" role="session">Pay-to Business Partner Statistics (tfcmg3502m000)</GUIRef>
         </ListItem>
      </List>
      <Paragraph>To each invoice-to business partner, you can assign a <Link href="/baanerp/tc/glossary/glossary#CreditAnalys_tc" role="glossary">credit analyst</Link> and you can control the
		business partner's <Link href="/baanerp/tc/glossary/glossary#CreditLimit_tc" role="glossary">credit limit</Link>.</Paragraph>
      <Paragraph>For more information, refer to <Link href="/baanerp/tc/onlinemanual/000319" role="manual">The business partner's credit limit</Link>.</Paragraph>
   </GeneralSection>
   <GeneralSection>
      <SectionTitle>Enterprise modeling data</SectionTitle>
      <Paragraph>You must define
		departments of your own organization's <Link href="/baanerp/tc/glossary/glossary#000005" role="glossary">departments</Link> that act as
		customers or suppliers to other departments as business partners and enter the
		business partners' enterprise modeling data.</Paragraph>
      <List>
         <ListIntro>You must enter the enterprise modeling data of:</ListIntro>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#000074" role="glossary">Internal business partners</Link>
         </ListItem>
         <ListItem> 
            <Link href="/baanerp/tc/glossary/glossary#AffiliCompan_tc" role="glossary">Affiliated companies</Link>
         </ListItem>
      </List>
      <Paragraph>An internal business
		partner can be an <Link href="/baanerp/tc/glossary/glossary#000011" role="glossary">enterprise unit</Link> that belongs
		to a different <Link href="/baanerp/tf/glossary/glossary#FinancCompan_tf" role="glossary">financial company</Link> from your
		own. An affiliated company can be a logistic company that belongs to the same
		financial company as your own.</Paragraph>
      <Paragraph>Other (external)
		business partners are not represented in enterprise modeling.</Paragraph>
   </GeneralSection>
   <RelatedTopics>
      <SectionTitle>Related topics</SectionTitle>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000034" role="manual">Companies - overview</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000457" role="manual">Defining business partners</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000052" role="manual">Business partner status</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000080" role="manual">Business partner contacts</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000312" role="manual">Business partner data by financial company</Link>
      </RelTopic>
      <RelTopic>
         <Link href="/baanerp/tc/onlinemanual/000319" role="manual">The business partner's credit limit</Link>
      </RelTopic>
   </RelatedTopics>
</ManualTopic>