| # 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. Lines Activities The lines on this tab refer to the Activities (tccom6100m000) session. On this tab, you can view, enter, and maintain activities by business partner. Notes The lines on this 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 this 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 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 this 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 Defining business partners Integration between LN and Twitter 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. 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 B. Partner Status Indicates the actions that can be carried out for the business partner. The status can be: Active, Inactive, or Potential. For example, you cannot enter a sales order for a business partner with status Potential, 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, 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 Code 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. 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 Partners 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 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. 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 B.P. 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 Balance/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, 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 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 Legal Identification The business partner's identification number at the chamber of commerce. Commercial ID 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 Setting 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 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 business partner belongs to a business partner hierarchy, you can click the Business Partner Tree button to view the business partner's place in the hierarchy in the Business Partner Tree (tccom4700m000) session. Related topics Business partners B.P. 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 Co. 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 B.P. check box. You cannot select the Self-Billing check box in the Buy-from Business Partners (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. Note You can click the ... button to display the applicable Web site. 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 Ming.le 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 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. Business Partner 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 Partners (tccom4110s000) session. Ship-to Business Partner Starts the Ship-to Business Partners (tccom4111s000) session. Invoice-to Business Partner Starts the Invoice-to Business Partners (tccom4112s000) session. Buy-from Business Partner Starts the Buy-from Business Partners (tccom4120s000) session. Ship-from Business Partner Starts the Ship-from Business Partners (tccom4121s000) session. Invoice-from Business Partner Starts the Invoice-from Business Partners (tccom4122s000) session. Pay-to Business Partner Starts the Pay-to Business Partners (tccom4124s000) session. Pay-by Business Partner Starts the Pay-by Business Partners (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. Hyves Starts the Hyves Web site with the profile of the business partner. |