Professional Documents
Culture Documents
I n t ro d u c t i o n
This chapter describes how to
• Understand Business Partners
• Identify Business Partner Groups
• Set up Partner Relations Data:
Greeting
Payment Term
Invoice Schedule
Withholding
Dunning
Revenue Recognition
Import Business Partner
Business Partner
• Interact through Business Partner's Web
• Provide Business Partner Services
• Proces Business Partner Requests
Figure 3.1. Open the Menu. Next to Partners Relations, click the button with
Try this: a plus on it to expand the list. Next to Business Partner Rules click another
expand button. Click on Business Partner Setup.
So the term "Business Partner" covers all business Figure 3.2. The term Business Partner refers to a person, group, or
relationships . . . any partner connected to your company. ADempiere combines all Business Partners, such as Employees,
business . . . a Business Partner! Customers and Suppliers, into one group to give you a more complete picture.
Try this:
• Try clicking the left tabs labeled Accounting then Relations. In the Workflow, click Business Partner Group.
Try this:
So, you will set up the Price List here that will be
the default option down the line when you create a
new Sales Order or Accounts Receivable Invoice for
this Business Partner.
One of the options in the Price List includes when they buy something from you. Set up the Price List here that will be the
identifying the currency of a country. So, you can default option down the line when you create a new Sales Order or Accounts
set the appropriate currency for a particular need. Receivable Invoice for this Business Partner. You will probably want to set
up at least a Pricelist for Sales and another Pricelist for a Purchasing.
They may have an unusually large order. Or this window. In Discount Schema, enter a discount for Sales Orders and
may be the first sign a Customer is in trouble. Invoices. In Credit Watch%, enter a percentage for credit that can be used
before a Business Partner is moved from Credit OK to Credit Watch. If you
The Credit Watch will not effect the actual Credit don't enter a value then the default is set at 90%. To the right of Credit
Stop or Credit Hold, but it will make you aware. Watch%, click the button to open a calculator.
You will rarely use the Copy Accounts button. Use Figure 3.12. In the main window for the Business Partner Group, click the
it only if you want to apply the accounting data from left tab for Accounting. Notice a list of accounting concerns such as those
this Accounting tab in the Business Partner Group to related to receivables. For instance, the first is Customer Receivables.
all of the Business Partners associated with that Click on the button with the red icon to open a window related to each.
particular group.