Actions

Business Partner

From InfiniteERP Wiki

Back button.png   Back to Master Data Management


Introduction

Business partner master data window is the place where you can easily organize and centralize business partner data.

Template:ManualDoc:W123

Business Partner

There are many business partner types such as customers, suppliers and employees you can define and configure.

Template:ManualDoc:T220

Customer

Customer related data can be entered and configured once the "Customer" check-box is enabled.

Template:ManualDoc:T223

Customer Accounting

Customer accounting tab allows you to configure the ledger accounts to be used while posting customer related transactions such as customer receivables and customer advances to the general ledger.

Template:ManualDoc:T212

Vendor/Creditor

Vendor or Creditor related data can be entered and configured once the "Vendor" check-box is enabled.

Template:ManualDoc:T224

Vendor Accounting

Vendor accounting tab allows you to configure the ledger accounts to be used while posting vendor related transactions such as vendor liabilities and vendor advanced payments to the general ledger.

Template:ManualDoc:T213

Employee

A business partner can be set up as employee once the check-box "Employee" is enabled.

Template:ManualDoc:T225

Employee Accounting

The ledger accounts to be used while posting employee related transactions such as paryroll accounting could be added in this tab.

Template:ManualDoc:T214

Cost Salary Category

Template:ManualDoc:T1005100000

Bank Account

Bank account tab allows you to list and setup business partner bank accounts.

Template:ManualDoc:T226

Location/Address

Business partner locations and full address details can be set up in this tab.

Template:ManualDoc:T222

Contact

Contact tab allows you to add and configure the business partner contacts you deal with.

Template:ManualDoc:T496

Basic Discount

Basic Discount tab allows you to add and configure business partner Basic Discounts.

Template:ManualDoc:T800060



Full list of Business Partner window fields and their descriptions is available in the Business Partner Screen Reference.

Back button.png   Back to Master Data Management