Business Partner Module

                (Manages all the information relevant about customers, vendors, and leads (interested parties))

 

Business Partner

The Business Partners module manages all the information relevant for your relationships with customers, vendors, and leads (interested parties), as well as performing and reviewing internal reconciliations for business partners.
Example: Typical information includes contact persons, addresses, payment terms, and financial and logistic information.
Business Partners and Accounts

SAP Business One differentiates between business partners and G/L accounts:

  • Business partners are all your company customers, vendors, and leads.
  • G/L accounts are all the entities defined in your company's Chart of Accounts, such as expenses, revenues, assets, and liabilities.

SAP Business One connects between business partners and G/L accounts through control accounts that are defined during system initialization, and which may vary for different business partners.

All sales and purchasing transactions are posted to the appropriate control accounts, allowing you to access the overall balance, the balance for customers, and the balance for vendors in one G/L account. In addition, you can access the balance of a specific customer or vendor.

 

Business Partner Master Data
Use the business partner master data to record and retrieve business partner (customers, vendors, and leads) information and schedule business partner activities. Business partner information typically includes:

  • Company details, including addresses and telephone numbers
  • Business partner contact persons, including telephone numbers and E-mail addresses
  • Logistic details
  • Tax information
  • Accounting information
  • Details of payment terms


The master data forms the basis for all sales and purchasing documents, and activities involving a business partner. You can also use the data to analyse your business partner relationships in detail.

 

Business Partner Reports

These reports provide an overview of your interactions with business partners.
Note:The reports are also available from the Reports module.

  • My Activities – Shows all the activities assigned to you, by yourself or by other users.
  • Activities Overview – Provides an overview of the activities throughout SAP Business One.

Note:You can view activities relating to a specific business partner in the Activity window or the Business Partner Master Data window by choosing Related Activities after selecting a business partner.

  • .Inactive Customers – Shows all customers who do not appear in any of the selected sales documents.
  • Dunning History Report – Shows dunning letters and the invoices included in them, per customer.
  • Aging – Provides a general or detailed overview of the age of unpaid customer debts, the age of unpaid liabilities to the vendors, and the value of the debts or liabilities.
  • Internal Reconciliations – Internally reconciles transactions created for business partners or for G/L accounts.

In addition to the reports mentioned above, you can find under this menu entry various system queries relating to business partners.

Specialised IT Squad Pvt. Ltd. is a fast growing IT company engrossed in rendering IT Based Services to the prestigious patrons.The services spectrum is large from SAP ERP solution to web based,mobile Applications.

Go Green