Screenshot:Business Partner Info

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Business Partner Info

View information related to business partner orders, receipts/shipments, invoices, and assets.

Partner Selection

Select a business partner to begin viewing related transactions.

  • Organization : Organizational entity within client
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Search Key : A fast method for finding a particular record.
  • Commercial Name : Commercial Name of the Business Partner
  • Business Partner Category : A classification of business partners based on defined similarities.
  • Sales Representative : The person in charge of a document.
  • Payment Method : It is the method by which payment is expected to be made or received.
  • Form of Payment : The method used for payment of this transaction.
  • Payment Terms : The setup and timing defined to complete a specified payment.
  • Price List : A catalog of selected items with prices defined generally or for a specific partner.
  • Payment Rule : Purchase payment option
  • PO Payment Method
  • PO Payment Term : Payment rules for a purchase order
  • Purchase Pricelist : Price List used by this Business Partner
  • Customer : Indicates a business partner that is your customer, ie. that will be making purchases from you.
  • Vendor : A business partner who sells products or services.
  • Employee : A business partner who will be working for an organization.
  • Is Sales Representative : The person in charge of carry out an order.
  • Client : Client for this installation.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.

Partner Orders

View orders related to a specific business partner.

  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Document No. : An often automatically generated identifier for all documents.
  • Document Status : The Document Status indicates the status of a document at this time.
  • Self-Service : Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
  • Order Date : The time listed on the order.
  • Sales Representative : The person in charge of a document.
  • Description : A space to write additional related information.
  • Currency : An accepted medium of monetary exchange that may vary across countries.
  • Total Gross Amount : The final monetary amount (including taxes) charge listed in a document.
  • Sales Order : A unique and often automatically generated identifier for a sales order.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
  • Project : Identifier of a project defined within the Project & Service Management module.
  • Activity : A distinct activity defined and used in activity based management.
  • Sales Campaign : An advertising effort aimed at increasing sales.
  • 1st Dimension : A display of optional elements that are previously defined for this account combination.
  • 2nd Dimension : A display of optional elements that are previously defined for this account combination.
  • Warehouse : The location where products arrive to or are sent from.
  • User/Contact : An acquaintance to reach for information related to the business partner.
  • Trx Organization : The organization which performs or initiates the transaction.
  • Transaction Document : The specific document type which should be used for the document.
  • Total Net Amount : The final sum of all line totals made to a specified document or transaction (not including taxes).
  • Shipping Company : The name of the company making the shipment.
  • Selected
  • Scheduled Delivery Date : The date that a task, process, or action is to be completed or delivered by.
  • Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
  • Re-invoice : An indication that a transaction may be invoiced to a business partner.
  • Processed : A confirmation that the associated documents or requests are processed.
  • Process Order : Process Order
  • Process Order : Process Order
  • Priority : A defined level of importance or precedence.
  • Print Discount : An option to have any discount printed on the invoice.
  • Print : A reference stating whether or not the document has been printed at any time in the past.
  • Price List : A catalog of selected items with prices defined generally or for a specific partner.
  • Posted : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
  • Payment Terms : The setup and timing defined to complete a specified payment.
  • Partner Address : The location of the selected business partner.
  • Organization : Organizational entity within client
  • Order Reference : A reference or document order number as listed in business partner application.
  • Invoice Terms : Frequency and method of invoicing
  • Invoice Address : The location where the invoice payment request will be sent.
  • Freight Cost Rule : The calculation method used when charging freight.
  • Freight Amount : The charge amount for a specified shipment.
  • Form of Payment : The method used for payment of this transaction.
  • Drop Ship Partner : Business Partner for Drop Shipment
  • Drop Ship Location : Business Partner Shipment Location for Drop Shipment
  • Drop Ship Contact : Business Partner Contact for Drop Shipment
  • Delivery Terms : A definition stating when a specific delivery will occur.
  • Delivery Method : The desired means of getting requested goods to a business partner.
  • Delivered
  • Date printed : Date the document was printed.
  • Copy Lines : Browse history of this particular document type for the selected business partner to be able to select lines (products) from these.
  • Client : Client for this installation.
  • Charge Amount : The amount of a cost or expense incurred during business activity.
  • Charge : A cost or expense incurred during business activity.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Accounting Date : The date this transaction is recorded for in the general ledger.

Partner Shipments

View shipments related to a specific business partner.

  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Document No. : An often automatically generated identifier for all documents.
  • Document Status : The Document Status indicates the status of a document at this time.
  • Movement Type : The type of a certain item being moved from one location to another.
  • Movement Date : The date that a certain item is moved from one location to another.
  • Sales Representative : The person in charge of a document.
  • Description : A space to write additional related information.
  • Warehouse : The location where products arrive to or are sent from.
  • Sales Order : A unique and often automatically generated identifier for a sales order.
  • Goods Shipment : The document number for identifying an act of sending goods.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
  • Project : Identifier of a project defined within the Project & Service Management module.
  • Activity : A distinct activity defined and used in activity based management.
  • Sales Campaign : An advertising effort aimed at increasing sales.
  • 1st Dimension : A display of optional elements that are previously defined for this account combination.
  • 2nd Dimension : A display of optional elements that are previously defined for this account combination.
  • User/Contact : An acquaintance to reach for information related to the business partner.
  • Trx Organization : The organization which performs or initiates the transaction.
  • Tracking No : Number to track the shipment
  • Shipping Company : The name of the company making the shipment.
  • Ship Date : Shipment Date/Time
  • Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
  • Processed : A confirmation that the associated documents or requests are processed.
  • Process Shipment : Process Shipment (Update Inventory)
  • Process Shipment : Process Shipment (Update Inventory)
  • Priority : A defined level of importance or precedence.
  • Print : A reference stating whether or not the document has been printed at any time in the past.
  • Posted : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
  • Pick Date : Date/Time when picked for Shipment
  • Partner Address : The location of the selected business partner.
  • Organization : Organizational entity within client
  • Order Reference : A reference or document order number as listed in business partner application.
  • Order Date : The time listed on the order.
  • Number of Packages : The number of packages being shipped.
  • Invoice : A document listing products, quantities and prices, payment terms, etc.
  • Generate Invoice from Receipt : Create and process Invoice from this receipt. The receipt should be correct and completed.
  • Freight Cost Rule : The calculation method used when charging freight.
  • Freight Amount : The charge amount for a specified shipment.
  • Delivery Terms : A definition stating when a specific delivery will occur.
  • Delivery Method : The desired means of getting requested goods to a business partner.
  • Date printed : Date the document was printed.
  • Create Lines From : An addition of statements from pre-existing documents.
  • Client : Client for this installation.
  • Charge Amount : The amount of a cost or expense incurred during business activity.
  • Charge : A cost or expense incurred during business activity.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Accounting Date : The date this transaction is recorded for in the general ledger.

Partner Invoices

View invoices related to a specific business partner.

  • Document Type : A value defining what sequence and process setup are used to handle this document.
  • Document No. : An often automatically generated identifier for all documents.
  • Document Status : The Document Status indicates the status of a document at this time.
  • Self-Service : Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
  • Invoice Date : The time listed on the invoice.
  • Sales Representative : The person in charge of a document.
  • Description : A space to write additional related information.
  • Currency : An accepted medium of monetary exchange that may vary across countries.
  • Total Gross Amount : The final monetary amount (including taxes) charge listed in a document.
  • Sales Order : A unique and often automatically generated identifier for a sales order.
  • Invoice : A document listing products, quantities and prices, payment terms, etc.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
  • Project : Identifier of a project defined within the Project & Service Management module.
  • Activity : A distinct activity defined and used in activity based management.
  • Sales Campaign : An advertising effort aimed at increasing sales.
  • 1st Dimension : A display of optional elements that are previously defined for this account combination.
  • 2nd Dimension : A display of optional elements that are previously defined for this account combination.
  • User/Contact : An acquaintance to reach for information related to the business partner.
  • Trx Organization : The organization which performs or initiates the transaction.
  • Transaction Document : The specific document type which should be used for the document.
  • Total Net Amount : The final sum of all line totals made to a specified document or transaction (not including taxes).
  • Sales Transaction : An indication that a transfer of goods and money between business partners is occurring.
  • Processed : A confirmation that the associated documents or requests are processed.
  • Process Invoice : Process Invoice
  • Process Invoice : Process Invoice
  • Print Discount : An option to have any discount printed on the invoice.
  • Print : A reference stating whether or not the document has been printed at any time in the past.
  • Price List : A catalog of selected items with prices defined generally or for a specific partner.
  • Posted : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
  • Payment Terms : The setup and timing defined to complete a specified payment.
  • Partner Address : The location of the selected business partner.
  • Organization : Organizational entity within client
  • Order Reference : A reference or document order number as listed in business partner application.
  • Order Date : The time listed on the order.
  • Generate Receipt from Invoice : Create and process delivery Receipt from this invoice. The invoice should be correct and completed.
  • Date printed : Date the document was printed.
  • Copy Lines : Copy lines (products) from an existing Invoice.
  • Client : Client for this installation.
  • Charge Amount : The amount of a cost or expense incurred during business activity.
  • Charge : A cost or expense incurred during business activity.
  • Active : A flag indicating whether this record is available for use or de-activated.
  • Accounting Date : The date this transaction is recorded for in the general ledger.

Partner Assets

View assets for a specific business partner.

  • Product : An item produced by a process.
  • Asset Category : A classification of assets based on similar characteristics.
  • Name : A non-unique identifier for a record/document often used as a search tool.
  • Description : A space to write additional related information.
  • Lot Name : A group of identical or similar items organized and placed into inventory under one number.
  • Serial No. : An attribute used as a unique identifier for a product.
  • In Service Date : Date when Asset was put into service
  • Expiration Date : The date upon which an item is guaranteed to be of good quality.
  • Asset : An item which is owned and exchangeable for cash.
  • Version No. : Version Number
  • User/Contact : An acquaintance to reach for information related to the business partner.
  • Use units : Currently used units of the assets
  • Usable Life - Years : Years of the usable life of the asset
  • Usable Life - Months : Months of the usable life of the asset
  • Storage Bin : A set of coordinates (x, y, z) which help locate an item in a warehouse.
  • Search Key : A fast method for finding a particular record.
  • Partner Address : The location of the selected business partner.
  • Owned : The asset is owned by the organization
  • Organization : Organizational entity within client
  • Location comment : Additional comments or remarks concerning the location
  • Location / Address : A specific place or residence.
  • Life use : Units of use until the asset is not usable anymore
  • In Possession : The asset is in the possession of the organization
  • Help/Comment : A comment that adds additional information to help users work with fields.
  • Fully Depreciated : The asset is fully depreciated
  • Disposed : The asset is disposed
  • Depreciate : The asset is used internally and will be depreciated
  • Client : Client for this installation.
  • Business Partner : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
  • Asset Disposal Date : Asset disposal date
  • Asset Depreciation Date : Date of last depreciation
  • Active : A flag indicating whether this record is available for use or de-activated.
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