Use this area to enter general information about a business partner.
To open the window, choose
.Specify a unique code for the business partner. You can specify any alphanumeric string up to 15 characters. 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 If a customer is also one of your vendors, create two business partners with two different codes. End of the note. |
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:
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Specify the business partner’s full 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. |
Select a predefined group by which you want to classify the business partner. 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. |
Select the currency in which you carry out transactions with the business partner. Note Changing the currency assigned to the business partner is allowed in the following cases only:
End of the 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 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. |
Specify the Federal Tax ID of the business partner. This number is transferred to the documents. 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. |
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 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. |
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) 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). A window with the graph display of the account balance appears. Note Not relevant for leads. End of the note. |
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) to open the Delivery Balance window that displays the list of deliveries assemble the value displayed in this field. Note Relevant for customers only. End of the note. |
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) 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). A new window with the graph display of the orders appears. Note Not relevant for vendors. End of the note. |
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) to open Opportunities Report window that displays the list of open sales opportunities created for that customer. Note Not relevant for vendors. End of the note. |
Select whether to view service calls, activities, or recurring transactions related to the business partner. In addition, you can create a new activity. |
Specify the RFC number of the business partner. Note For a Company business partner, it must be 12 digits long. For Person, it must be 13 digits long. End of the note. |
Specify the RUT number of the business partner, up to 13 characters. |