Business Partner Administration MOD0099VD

Access path

• Request Management Master Data Business Partner Administration
• Request panel Request Edit Gepa/Apa context menu command in the Business Partner Assignment Business Partner Administration

Information

• In this module, business partners and contact persons can be created and administrated.

Create Business Partner

Procedure

• Click on the Company data field and enter a company name.
  • After you have entered the company name, a new BP number is allocated automatically.
• Fill the fields.
• Save.

Edit Business Partner

Information

• After selecting a business partner from the listbox in the Business partner field, all existing business partner data is displayed and can be edited.

Enter Website

Procedure

• Right-click on the Website field.
• Select the Edit hyperlink command from the context menu.
• Enter the web address in the Text and Link to file or URL fields in the http://www.address.com format and confirm with OK.

Enter Business Partner Note

Procedure

• Right-click on the BP form.
• Select the Insert Business partner note context menu command.
  • A new note field is inserted.
• Enter a note text in the Business partner note field.
• Save.

Enter Further Business Partner

Information

• This function enables you to display several business partners in one module.

Procedure

• Right-click on the BP form.
• Select the Insert Business partner context menu command.
• A second BP form is displayed below the first BP form.
• Select the BP number from the listbox or enter it manually.

Insert Business Partner

Information

• Contact persons are persons that are assigned to a business partner.

Procedure

• Right-click on the BP form.
• Select Insert Contact person from the context menu.
  • A new business partner record is inserted.
• The business partner number is allocated.
• If the contact person does already exist as a person, select the person from the Name listbox.
• If the contact person does not exist as a person, click on the Create new person button in order to create a new person in the Administration panel. This person can then be selected from the Name listbox.
• Fill all required parameters.
• Save.

Note

• The CP number is allocated manually in ascending order.

Insert Contact Person Note

Procedure

• Right-click on the CP form.
• Select the Insert Contact person note context menu command.
  • A new note field is inserted.
• Enter a note text in the Contact person note field.
• Save.

Edit Person Data

Procedure

• Right-click on the CP form.
• Select the Persons context menu command.
• The respective person is opened directly in the Persons module.
• Edit the person data.