Business Partner Setup (Workflow ID-106)

⇐ Table of Contents

Workflow: Business Partner Setup

Description: Setup Business Partner Rules

Help: This workflow defines the Business Partners and the supporting rules.

Workflow Nodes

Name	Description	Help	Type	Zoom
Business Partner Group	Maintain Business Partner Groups	The Business Partner Group window allows you to define the accounting parameters at a group level. If you define the accounting parameters for a group any Business Partner entered using this group will have these accounting parameters automatically populated. You can then make any modifications necessary at the Business Partner level.	User Window	Business Partner Group
Greeting	Maintain Greetings	The Greeting Window defines a greeting that is then associated with a Business Partner or Business Partner Contact.	User Window	Greeting
Payment Term	Maintain Payment Terms	The Payment Terms Window defines the different payment terms that you offer your customers and that are offered to you by your vendors. Each invoice must contain a Payment Term. On the standard invoice, the Name and the Document Note of the Payment Term is printed.	User Window	Payment Term
Invoice Schedule	Maintain Invoicing Schedule	The Invoice Schedule Window defines the frequency and cut off dates for generating summary invoices. If a customer requires a single invoice for multiple shipments you would define the appropriate invoice schedule and associate it with the Customer.	User Window	Invoice Schedule
Dunning	Maintain Dunning Levels	The Dunning Window defines the parameters that will be used when generating Dunning Letters. Each customer can be associated with a Dunning Code.	User Window	Dunning
Import Business Partner	Import Business Partner	The Import Business Partner Window is an interim table which is used when importing external data into the system. Selecting the 'Process' button will either add or modify the appropriate records.	User Window	Import Business Partner
Business Partner	Maintain Business Partners	The Business Partner window allows you do define any party with whom you transact. This includes customers, vendors and employees. Prior to entering or importing products, you must define your vendors. Prior to generating Orders you must define your customers. This window holds all information about your business partner and the values entered will be used to generate all document transactions	User Window	Business Partner