Editing a Business Partner 

Use

On the Business Partner tab page, you can display and edit account holder data.

The account holder details in the Account Holder group box are for information purposes only. You cannot enter or change any of these details.

In the Additional Business Partners group box, you assign additional business partners to business partner roles. If you want to store customer-specific business partner roles for the account, for example, you can save these here.

In the Aliases for Account Number/Name Comparison group box, you specify additional descriptions of the account holder that are used in payment transactions.

Prerequisites

You have created the business partner role and the business partner in the required business partner role in SAP Business Partner for Financial Services.

If you use a different system for managing business partners, ensure that it meets the prerequisites.

For more information, see Connection of External Systems.

You have made the settings in Customizing for the account product to permit the business partner role in the contract.

Procedure

Account Holder group box

Choose Display Account Holder to see the detail view of the account holder from the SAP Business Partner for Financial Services. You cannot change the account holder data that is displayed.

Additional Business Partners group box

...

       1.      Use the input help to choose the business partner role to which you want to assign a business partner.

You cannot assign the business partner roles that the system requires for the account. The system does not use the business partner role assigned here for any special function.

       2.      Assign a business partner.

       3.      Choose Save.

Aliases for Account Number Name/Comparison group box

...

       1.      Enter an alias for the account. The check object for the account names payment item checks the ordering party in the following sequence:

...

                            a.      The account holder name. The system interprets the name of natural persons to be the First Name and Last Name, and for organizations or groups Name 1 and Name 2.

                            b.      All of the business partner aliases. These aliases apply to all accounts belonging to the business partner.

                            c.      All of the account holder aliases. These aliases only apply to the business partner account in question.

       2.      Choose Save.