| Business Partners (tccom4500m000) |  |
| Use this session to view, enter, and maintain business partners. When you double-click a record, or click the New button, the Business Partner (tccom4100s000) session is started. Note If you delete a business partner, the business partner's roles, banks, and balances are also deleted. 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.
Role | The relationship between you and the business partner. Note Only business partner roles can be defined that correspond with the relationship.
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 the 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
City | The city in which the business partner is established.
Country | The country in which the business partner is established.
Telephone | The business partner's telephone number.
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
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 Business Partner Tree on the appropriate menu to view the business partner's place in the hierarchy in the Business Partner Tree (tccom4700m000) session. Related topics Business partners
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.
Creation Date | The date the business partner data, business partner role data, or business partner address data was created.
Show Active Business Partners Only | If this check box is selected, only business partners with the Active and Prospect status are displayed. If this check box is cleared, all business partners are displayed.
Address | The business partner's default address.
ZIP Code/Postal Code | The business partner's ZIP code.
State/Province | The state or province where the business partner resides.
House Number | The business partner's house number.
Fax | The business partner's fax number.
Website | The business partner's website.
Contact | The primary contact for this business partner.
Start Date | The date and time when the business partner's status takes effect. If you leave this field empty, the status takes effect immediately. Related topics Business partner status
End Date | 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
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 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 is only checked for the department that is related to the invoice-from or invoice-to role. If this check box is cleared, the credit limit is checked for all departments.
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
Chamber of Commerce | The business partner's identification number at the chamber of commerce.
Commercial Identification | An informational field that you can use, for example, for the business-partner's identification number at a credit insurance company such as Dun & Bradstreet.
Business Entity Identifier | An optional identifier for the direct debit company in the SEPA direct debit file.
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
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
EDI | If this check box is selected, electronic data interchange (EDI) can be used for the business partner.
Front Office ID | The ID for the business partner generated by a front office application.
Creator's Unique System ID | The system ID of the user who defined the business partner.
EU Company No. | If the business partner is an internal business partner, this is the enterprise unit's operational company.
Created by | The user who defined the business partner.
Last Modified by | The user who last modified 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.
Commands | Description
Contacts by Business Partner | Starts the Contacts by Business Partner Role (tccom4545m000) session.
Addresses by Business Partner | Starts the Addresses by Business Partner (tccom4133m000) session.
Business Partner Tree | Starts the Business Partner Tree (tccom4700m000) session.
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.
Pay-by Business Partner | Starts the Pay-by Business Partner (tccom4114s000) 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.
Easy Entry Business Partner | Starts the Easy Entry Business Partner (tccom4201m000) session.
To Be Verified | Only displays business partners whose business partner details or status must still be verified. These are the business partners for which the To be Verified check box is selected.
Ship-to BP's by Sold-to BP | Starts the Ship-to Business Partners by Sold-to Business Partner (tccom4117m000) session.