Skip to content

Setting up a Business Partner

How to create a business partner

Business Partner List

You can create a business partner with the business partner list.

Create a new Record

The following steps need to be completed to add a new contact to the list of business partners by creating a new Record.

  1. Use the search bar to open the Business Partner List.
  2. Create a new Record.
  3. Select the Business Mapping Code to select the table the contact comes from (Usually Customer, Vendor, Contact)
  4. in the next row, select the number of the business partner. The name and search term will be entered automatically.
  5. In the row called To, fill in the email address that the emails will usually get sent to.
  6. For the next two rows cc and bcc, you can fill in Email addresses that will receive the mails in cc and bcc.
  7. Choose a language code of the business contact in the next row. It determines the language of the email template that the business partner will recieve.
  8. Now you can click on the Activate field and activate the user.

Get Business Partners function

The following steps need to be completed to add a new contact to the list of business partners by using the Get Business Partner function

  1. Use the search bar to open the Business Partner List.
  2. Click on new on the action bar and use the Get Business Partners function.
  3. Choose the Business Mapping Code to choose the table the contact comes from (Usually Customer, Vendor, Contact).
  4. in the next column, select the number of the business partner.
  5. Activate the user.
  6. Choose a language code of the business contact in the column Language Code. It determines the language of the email template that the business partner will recieve.
  7. In the column Document Dispatch Profile select a dispatch profile you want to use.

Fact Boxes

You can create a business partner from the Document Dispatch Factbox and the Business Partner Factbox.

Document Dispatch Factbox

The following steps need to be completed to create a business partner from the Document Dispatch Factbox. 1. Go to the Posted Sales Invoices or Posted Sales Credit Memos Page or to the Sales Quote or Sales Order Card Page . 2. Use the Setup Business Partner Action.

Business Partner Factbox

The following steps need to be completed to create a business partner from the Business Partner Factbox. 1. Go to the Contact, Customer or Vendor Card page. 2. Use the Create Partner Action.