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 Lease-out 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.