Creating a Relationship: Business Partners 
Select the business partner for whom you want to create or change a relationship, using Business Partners ®
Search.
- On the Business Partner Search tile, enter the search criteria, and choose Search. The complete business partner record appears on the Business Partners tile.
- On the Business Partners tile, mark the selected business partner in the column at the far left
- Access the Business Partners / Contact Persons tile by choosing:
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Navigation bar |
Business Partners ®
Relationships |
- Choose
.
The Relation Type Choice dialog box appears.
- In the Relation Type Choice dialog box, select the relation type and choose Select.
The Relation Type Choice dialog box closes, and the Business Partner / Contact Person / Employee Search dialog box appears.
- Enter the search criteria, and choose Search.
- On the Business Partners / Contact Persons tile (of the Relation Type Choice dialog box), mark the desired business partner or contact person, and choose Select.
The dialog box closes, and the selected business partner or contact person appears in the Business Partners / Relationships tile set, on the Business Partners / Contact Persons tile.
- Save the relationship for the business partner.
To change a relationship, you must delete the invalid relationship and create a new one.
You can only create one relationship at a time. To create several new relationships for one and the same business partner, you must create and save each of these relationships individually.
- On the Partner Functions tile, choose .
The Relation Type Choice dialog box appears. It displays the partner functions that area available for the relationship.
The system will notify you if no partner functions have been created in Customizing in CRM Online to correspond to the relationship.
- In the Relation Type Choice dialog box, select the partner function and choose Select.
The Sales Areas dialog box appears and displays the available sales area and combinations.
- Select a sales area for the partner function, and choose Select.
The Partner Functions tile is updated to display the new partner function for the relationship.
- Save your entries.
When viewing relationships between business partners and contact persons the following information must be considered:
- In order to assign a relation type to a Business Partner, the system administrator must provide a subscription to the Business Partner with full details.
- To assign a relation type from one Business Partner to another Business Partner, the business partner you wish to assign a relationship to must be in focus in the Business Partner tile. When the relationship has created between the Business Partners, the relationship can be displayed bi-directionally as illustrated below.
