Show TOC

Object documentationBusiness Partner Master Data: General Area Locate this document in the navigation structure

 

Use this area to enter general information about a business partner.

To open the window, choose   Business Partners   Business Partner Master Data  .

General Area Fields
Code

Specify a unique code for the business partner. You can specify any alphanumeric string up to 15 characters.

Note Note

You cannot specify a code if this code already exists for a G/L account defined in the chart of accounts or for an existing business partner.

End of the note.

Note Note

If a customer is also one of your vendors, create two business partners with two different codes.

End of the note.
Type

Select the business partner type from the list to the right of the Code field. The type determines the transactions you can perform with this business partner:

  • Customer - You can carry out sales transactions, activities, enter sales opportunities and service calls.

  • Vendor - You can carry out purchasing transactions and activities.

  • Lead - You can enter sales opportunities, sales quotations, sales orders, and activities.

Name

Specify the business partner’s full name.

Foreign Name

Specify the business partner's foreign name, which can be up to 100 characters. The foreign name as entered here will be printed in documents, when a print layout in foreign language is selected.
Group

Select a predefined group by which you want to classify the business partner.

Note Note

If you do not select a group, the business partner is automatically assigned to the first group in the list.

End of the note.
Currency

Select the currency in which you carry out transactions with the business partner.

Note Note

Changing the currency assigned to the business partner is allowed in the following cases only:

  • No transactions were posted to the business partner master data yet.

  • If transactions are already posted to the business partner master data, and the assigned currency is other than All Currencies, you can change the current currency to All Currencies. This change is irreversible.

End of the note.

Note Note

Assigning All Currencies to a business partner, enables carrying out transactions with all currencies defined in SAP Business One. For such business partners, all reports and reconciliations are calculated and displayed in the local currency only.

End of the note.

Note Note

Combining Business Partners assigned All Currencies with Business Partners assigned a local currency in a joint delivery document is possible by using the Document Generation Wizard.

End of the note.
Federal Tax ID

Specify the Federal Tax ID of the business partner. This number is transferred to the documents.

Note Note

Some countries have specific rules for defining the Federal Tax ID. If you specify an incorrect number, a message appears with relevant information on how to specify the number.

End of the note.
[Local Currency/System Currency/BP Currency]

Select the display currency for the amounts in the fields, Account Balance, Deliveries, Orders, and Opportunities.

The last three fields are not relevant for business partner master data of type vendor.

Note Note

If the currency assigned to the business partner is either the local currency or All Currencies, you can choose between Local Currency and System Currency. If you assigned a foreign currency to the business partner the option BP Currency is available as well.

End of the note.
Account Balance

Bookkeeping balance of the customer or vendor account. SAP Business One updates the value automatically whenever an amount is posted to the business partner’s account. Click Link Arrow (Link Arrow) to open the Account Balance window that displays the transactions resulting in the displayed balance

To display the account balance as a graph, choose Show Graph (Show Graph). A window with the graph display of the account balance appears.

Note Note

Not relevant for leads.

End of the note.
Deliveries

Value of open deliveries that are not yet fully copied into A/R invoices, returns, or closed. SAP Business One updates the value automatically whenever a new delivery is added or the status of existing deliveries is changed. Click Link Arrow (Link Arrow) to open the Delivery Balance window that displays the list of deliveries assemble the value displayed in this field.

Note Note

Relevant for customers only.

End of the note.
Orders

Value of open sales orders not yet delivered, cancelled or closed. SAP Business One updates the value whenever a sales order is created or if a delivery or an invoice is created on the basis of a sales order. Click Link Arrow (Link Arrow) to open the Sales Order Balance window that displays the list of open sales orders created for the customer.

To display the orders as a graph, choose Show Graph (Show Graph). A new window with the graph display of the orders appears.

Note Note

Not relevant for vendors.

End of the note.
Opportunities

Number of open sales opportunities entered for the business partner. Lost and won opportunities are not counted. SAP Business One updates the value automatically whenever a sales opportunity is added or the sales opportunity status changes. Click Link Arrow (Link Arrow) to open Opportunities Report window that displays the list of open sales opportunities created for that customer.

Note Note

Not relevant for vendors.

End of the note.
You Can Also

Select whether to view service calls, activities, or recurring transactions related to the business partner. In addition, you can create a new activity.
Country-Specific Field: Mexico
RFC

Specify the RFC number of the business partner.

Note Note

For a Company business partner, it must be 12 digits long.

For Person, it must be 13 digits long.

End of the note.
Country-Specific Field: Chile
RUT

Specify the RUT number of the business partner, up to 13 characters.

More Information

Business Partner Master Data Window

Activity Window

Activities Management

Activities Overview Report