Editing Business Partners: Role Category (SAP Library

Editing Business Partners: Role Category

Choose the Role overview tab.

An overview of the role categories assigned to the partner is displayed.

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

If you want to assign further role categories to the partner, choose the function Add 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 when you save the data.

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 .

You may then edit data specific to roles:

Note 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.

Activity	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	Here 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 cross-company code clearing
Goto ® General data ® Bank	You maintain data for a partner of type "bank"
Goto ® Company code data ® Account information	You make settings for the reconciliation account and cash management group
Goto ® Company code data ® Account interest	You maintain data for the interest calculation
Goto ® Company code data ® Autom.payment transactions	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 each other