4. Business Partner

 

This post will learn how to create a new business partner in our company. Of course as we know that we cannot create any Purhase Order, Sales Order, or even any transaction without having business partner. Business partner is entity to do business with. It can be Customer, Vendor or even Employee.

For now we will learn how to create a new business partner as Customer. We can do that by navigating to Menu -->Partner Relations --> Business Partner Rules--> Business Partner. You will see screen that similar with it.

Click New Icon, on Business partner tab fill following field :

Search Key :company name of bussines partner (ex: Hempel China Limited)

Name : company name of bussines partner (ex: Hempel China Limited)

then go to Customer tab, mark customer checkbox like following screenshot:

go to Customer Accounting and you will see the information about account that will be related with this business partner.

To set location of business partner, go to location tab, fill the address with business partner address.

click OK button. Go to Contact (user) tab to set contact person of this business partner. Fill information related to contact person of it. After it, click save icon. then you already create a new Customer.

 

Another business partner is Vendor and employee. Vendor is any person or company that sells goods or services to other party in the economic production chain. While, Employee is a person who performs work for an employer under a verbal or written understanding where the employer gives direction as to what tasks are done.

Actually, the step both of them is similar with creating of new customer. The difference is just if creating a new vendor, we must mark vendor checkbox while if creating a new customer, we must mark Customer checkbox on it.

Don't forget to save every single changes.

happy try guys..

 

 

~Nits~