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Procedure documentationAssigning Business Partners to Branches

 

You must assign each business partner to at least one branch.

By default, business partners are automatically assigned to all active branches, regardless of whether the business partners are created before or after the branches.

Procedure

  1. From the SAP Business One Main Menu, choose Start of the navigation path Business Partner Next navigation step Business Partner Master Data End of the navigation path.

  2. In the Business Partner Master Data window, find the business partner you need to assign or specify a new business partner code.

  3. On the General tab, choose the button of the Branch Assignment field.

  4. In the Branch Assignment window, in the Assigned column, select the required branches.

  5. Choose the Update and OK pushbuttons and return to the Business Partner Master Data window.

  6. Choose the Update or Add pushbutton.

Result

You can add a transaction for a branch only when selected business partners are assigned to the branch.

More Information

Assigning Master Data to Branches