Editing Business Partner

  1. Enter your data in the dialog box Choose Partner: Initial Screen and choose the function Continue.
    If your previously defined data corresponds to one of the partners that exist in the client, you receive a list of these partners in the dialog box Name.
    If you want to assign one of these partners to the chosen role category, copy the partner by double-clicking on it and then save it.

    2. Should you not want to copy any of the existing partners, choose Cancel. You return to the dialog box Choose Partner: Initial Screen with further functions:

    If

    Then

    you again want to list all partners available in the client for the specified selection criteria and assign the chosen role category to one of these partners

    choose Continue or press ENTER .
    You receive a list of all partners according to your selection criteria.

    Position the cursor on the required partner and choose the function Choose. Then you may edit name and address.

    you want to directly create a partner for the chosen role category,

    choose the functions Create nat. person or Create organization.

    Then you may edit name and address.

    you want to create a role category with debit-side view (for example, tenant with customer account) and assign an existing customer from Financial Accounting,

    choose the Assign customer function.

    Requirement: customer in Financial Accounting and debit-side role category have identical account group.

  2. Save your data.