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 Editing Business Partner: Initial Screen Master Data

Note Note

End of the note.

  • By means of this function, you not only create new partners for specific role categories cross-client but you can also assign specific role categories to already existing partners within a client.

  • The procedure for each role category is not explained separately because it is basically the same for all role categories.

  1. Starting from the general menu, choose Start of the navigation path Accounting Next navigation step Real estate management Next navigation step Master data Next navigation step . End of the navigation path

  2. Starting from this menu, the following edit options are available:

Action

Choose

Create/change tenant, broker or owner

the respective function via the menu option Business partner .

Edit other role categories

Start of the navigation path Business partner Next navigation step Other roles Next navigation step Create/change. End of the navigation path

You then specify the required application, for which a partner is to be created and pressENTER .

Then choose the desired role category and pressENTER .

In both cases, you receive the dialog box Choose Partner: Initial Screen .