Editing Business Partner 
Editing Business Partner
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.
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. |
Save your data.
