Related topics
- About attribute search handling in DC1
- About working with customers
- About working with suppliers
- Business partner search alternatives in DC1
- Setting up and running Corporate Data Maintenance (CDM)
This panel is the starting point for all customer and supplier maintenance in the Business partner file. You can change information for existing, add new ones, or inactivate business partners in the file. An inactivated business partner can be activated again. To make a complete deletion, you must run the programs for Business partner file reorganisation.
Business partners are maintained through many panels. The panels are divided according to the type of information to be entered. Different panels are also displayed depending on if it is a customer or supplier.
The different type of information includes:
- Basic data information
- Customer information
- Supplier information
- Address information
- A/R basic data
- A/R additional data
- A/P basic data
- A/P additional data
- A/P supplier bank information
- A/P payment mode information
- A/R payment mode information
- DI methods
- DI documents
- Phone numbers
- Name search fields information
- ISO900 information
- Customer extra information
- Supplier extra information
- Supplier quotation group information
- MDC customer information
- MDC supplier information
- Item cross reference
- Search attributes
Searching for a customer and/or supplier
You have several alternatives to find the customer and/or supplier, choosing from the following.
- Entering different search concepts, will display a selection of customers and/or suppliers. Selection on Number, Name or Telephone can only be made for one parameter at a time.
- In the six Search fields you can enter search words to find a customer or a supplier. For each customer and supplier, one or several search words can exist. The search words are created in the BP search field controls table or in the Rebuild business partner search fields routine.
- Accessing Attribute search mode by clicking the window prompt icon to the right of the Number field and then clicking the Attribute search function key.
Options
Copy | Select this option to copy a record. |
Inactivate | Select this option to inactivate a record. Note: A supplier may not be made inactive if combined with an outbound delivery schedule.
The following check will result in an error message if true:
The following check will result in a warning message if true:
Note: If a business partner is inactivated in a Receiving company, the CDM receive functionality will automatically be inactivated. |
Activate | This option can only be used for inactivated business partners. The Active column is set to NO if the business partner is inactivated. Select this option to activate a record. |
Contacts | Select this option to attach contacts to roles which are pre-established for the business partner. Via this option you are also able to access the Work with contacts program where you can create a new or maintain existing external contacts. For each contact you may enter communication details such as phone numbers and e-mail addresses. See About working with external contacts for more information. |
Activate CDM | This option is only valid in the Sending company for those BPARTNER records you want to send. Select this option to access the Confirm activation of CDM send panel where you can initiate the actual sending of this record data to the applicable receiving business partners.
Note: The activation also sets the Corporate snd field to YES on the Basic data panel for the selected BPARTNER. |
Inactivate CDM | This option is only valid in Sending company for those BPARTNER records that you no longer want to send. Select this option to access the Confirm inactivation of CDM send panel where you can suspend the future sending of this record data to the applicable receiving business partners. Note: The inactivation also sets the Corporate snd field to NO on the Basic data panel for the selected BPARTNER record. |
Function keys
Display active/inactive/all | Toggle between viewing Active (the default display), Inactive and both Active and Inactive Business partners. |
Select template | Select a template to decide which information in the Business partner file that is displayed and in which sequence the panels are displayed. |
Selection fields
- Template
- The default template is retrieved from your User profile. To select another one, click Select template to get a listing of all templates that you can use. If you are adding a new name to the file, you must choose a template which includes and starts with the panel for entering basic information for the name.
Note: If you are adding one of the following types of names (Type field on the Basic data panel), only the Basic data panel needs to be completed:
- Competitor
- Manufacturer
- Prospect
- Internal name
- Enter the entire or part of the internal name description to get a listing in alphabetical sequence. If you enter A, the listing will display all names whose internal name start with an A. If you enter AN, only those with names starting with AN will be displayed, and so on. If you enter a complete, or almost complete internal name, only that name will be displayed.
- Type
- By entering a type in this field, you can limit the search for number, name or types to cover only one of the following groups:
Type Description 1 Customer only 2 Supplier only 3 Both customer and supplier to your company. It does not mean all customers and suppliers. If the field is left blank, no selection on type will be made. 9 Competitor, manufacturer, prospect. This type also applies if using the DC1 Corporate Data Maintenance functionality and your business partner’s nature of business is only to send/receive DI document data.
- Search fields
- In the six search fields you can enter search words to find a name. For each name, search words can have been defined. Search words can also be created in the Rebuild business partner search fields routine. When a new customer/supplier is created, the BP search field controls table determines if search word(s) shall be created automatically.
Enter the entire or part of the search word in one, or several, search fields to get a listing with all names with, for example, the same Salesman and Country. This field can be combined with entering a type in the Type field. When the listing is displayed, you enter any character next to the name you want more work with.
Work with business partners, Select template (GDMD0014)
This panel displays the business partner file templates to which you have access.
Options
Select | Select this option for the template you want to use when working with the business partners. You will return to the first panel, and the selected template will replace the default template. If you are adding a new customer or supplier to the file, you must choose a template which includes and starts with the Basic data panel. |
Function keys
Maintain templates | The same listing is displayed, but with the added possibility to change existing templates and add new ones. |
Selection fields
Work with business partners, Confirm inactivation (GDMD0017)
This panel displays all the business partners you selected to inactivate. A supplier may not be made inactive if combined with an outbound delivery schedule.
The following check will result in an error message if true:
- Supplier is defined as main supplier for an item
- Customer has an open A/R balance
- Customer is defined as invoice customer for another customer
The following check will result in a warning message if true:
- Open orders exist for the customer
Click OK to confirm the inactivation.
Note: If a Business partner is inactivated in a Receiving company, the CDM Receive functionality will automatically be inactivated. A business partner can always be reactivated from the main Work with business partners panel by selecting the Act option.
Work with business partners, Confirm activation (GDMD00110)
This panel displays all the business partners you selected to re-activate. Click OK to confirm the activation.
Work with business partners, Confirm activation of CDM send (GDMD00113)
If you click OK on this panel the system will do the following:
- initiate the actual sending of the selected BPARTNER record data to the applicable receiving business partners
- set the Corporate snd field to YES on the Basic data panel for the selected BPARTNER record.
Work with business partners, Confirm inactivation of CDM send (GDMD00116)
If you click OK on this panel the system will do the following:
- suspend any future sending of the selected BPARTNER record data.
- set the Corporate snd field to NO on the Basic data panel for the selected BPARTNER record.
Work with business partners, Copy (GDMD00119)
Complete the fields and click OK copy the business partner. Click Back to cancel.
If you chose to copy several business partners at one time, the system will process the copy one at a time. The first business partner in the sequence is copied, then the new business partner is maintained (the panels defined by the maintenance template will be displayed according to the template sequence for each of the new business partner). After that the process repeats for the next business partner in the sequence that you chose to copy.
Function keys
Retrieve next | This function key is only displayed if the AUTOBPN (Auto gen business partner no) function is activated in the Function control file. If you want to automatically generate the business partner number for the new business partner you are creating, click this function key. Else, manually enter the business partner code in the Business partner field under the Copy to section. |
- Business partner
- Displays the business partner code and internal name of the business partner you selected to copy.
- Business partner
- Enter the new code for the business partner, or click the Retrieve next function key to automatically generate the business partner number. That function key is only displayed if the AUTOBPN (Auto gen business partner no) function is activated in the Function control file.
- Template for default
- Enter a template holding the defaults to use during the copy process.
- Maintenance template
- This field displays the template to be used during the maintenance of a new business partner.