Assigning Partners

Assigning Partners

You cannot call this function via the master data menu (Master data ® Partner) but only from the respective applications by means of the function Assign partner.

The dialog box Choose <Role>:Initial Screen is displayed.
Enter your data in the dialog box and choose Execute. You receive the dialog box Choose <Role>: Overview, in which all the already existing partners of a client are listed according to the previously chosen role category and entered data (selection criteria).

From the Rental agreement application, you have chosen the Tenant with customer account role category via the Assign partner function. Enter a name, such as Doe and choose Execute.

As a result, you receive a list of all the existing partners

who have the role tenant with customer account
who have the surname Doe.

To assign a partner to the application, position the cursor on the required partner and choose the function Choose.