Editing Business Partner: Role Category  

  1. Choose the function Role overview.

    2. You receive an overview of the role categories assigned to the partner.

  2. The following options for maintaining data on the role category are available.

a) If you want to assign further role categories to the partner, choose the function Create role category.

Choose the required role category in the dialog box for the partner and press ENTER .

The chosen role category is assigned to the business partner. If you assigned a role category with a customer account, a customer is automatically created in Financial Accounting upon saving.

b) If you want to maintain data for a role category (for instance account determination, tax data, payment transactions), select the required role category and press ENTER .

3. You may then edit the data role-specifically:

Depending on the chosen role category for a partner, you can maintain only certain data.

The following tables give an overview of all menu options provided for data maintenance of the role category.

Functions

Description

Goto ® General data ® Role data

You maintain role types, address indicators and authorizations for the role category.

Goto ® General data ® Credit standing

Credit standing for loan contracts, credit information agencies, and so on

Goto ® General data ® Tax data

You maintain fiscal data for the role category.

Goto ® General data ® Reporting data

You maintain data on the German Banking Act.

Goto ® General data ® Control

You set the account and payment control as well as the cross-company code offsetting.

Goto ® General data ® Bank

You maintain data for a partner who is a bank.

Goto ® Company code data ® Account info.

You make settings for the reconciliation account and planning group.

Goto ® Company code data ® Account interest

You maintain data for the interest calculation.

Goto ® Company code data ® Autom.pmnt transact

You maintain the payment methods of the role category.

Goto ® Company code data ® Payment data

You maintain the payment data of the role category.

Goto ® Company code data ® Dunning data

You maintain the payment data of the role category.

Goto ® Company code data ® Reporting data

You maintain data on the German Banking Act.

Goto ® Company code data ® Control

You specify as to whether a vendor exists for the partner in the company code.

Goto ® Company control data ® Relationships

You maintain the relationships of the partners to one another.