Business Partner Master Data SAP Business One
Module: Business Partners à Business Partner Master Data.
Used for:
§ Looking for business partners (Vendors, Leads, Customers)
§ Add new business partners
§ Edit existing business partners data
How to input master data vendors:
§ Click the Business Partner module
§ Click Business Partner Master Data
§ Click the Add icon
§ Select Vendor or Customer in the field to the right of the code
- Customer - You can make sales transactions, activities, enter opportunities for sales and service calls.
- Vendor - You can make purchase and activity transactions.
- Lead - You can enter sales opportunities, sales quotes, sales orders, and activities.
- Fill in the vendor / customer code in the Code field
Note
You cannot specify a code if this code already exists for a defined G / L account or an existing business partner
If the customer is also one of your vendors, create a Business partner with two different codes.
If the customer is also one of your vendors, create a Business partner with two different codes.
§ Fill in the vendor / customer name in the Name field
§ Select the vendor / customer group in the Group field
Note
If you don't choose it will default to the first group
§ Select the currency used in the Currency field
Note
If you want to change the currency that is allowed only there are no transactions in the Business partner.
If the transaction has been posted to the business partner, and the selected currency is All currencies, if you have selected All Currencies it cannot be changed again
§ Tab General; information no.tlp, fax, email, etc. for complete vendor and customer data.
Shipping type è Determine the type of shipment for business partners. The type of shipment will be displayed in each newly created document for business partners.
§ Contact Person; information on the contact person, information regarding; name, no.tlp, address, position, email, etc.
§ Addresses; address of the vendor and customer
§ Payment Terms; information about payment term, credit limit, vendor bank address, etc.
Price list è Used to determine the default set of sales transactions or purchase transactions, when you link a specific price list From a business partner, make sure that the price has been defined in the pricelist. Otherwise, prices are not displayed for items in documents related to Business partners.
Total Discount % è Discount is automatically calculated as a global Discount on all sales or purchase documents for business partners (if needed)
Bank Country è Determine the bank account of the business partner
The bank account that you specified:
Will be used for payments made by the Payment wizard.
Default bank account for checks on incoming payments
The bank account that you specified:
Will be used for payments made by the Payment wizard.
Default bank account for checks on incoming payments
§ Payment System; information about the payment system, including bank names and no. account used by the company
§ Accounting;information about accounting and tax
§ Click Add/Update; Add to save the newly created data and Update to save the changed data.