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Partners

Application address: /business-partners/partners · Product baseline: 0.4.0

Reference status

Screen inventory extracted from the implementation. Labels and explicitly declared input constraints are recorded below. This is not a claim that every control, calculation, or business workflow has been verified in a running system.

Open this screen

Use OSERP navigation to find Partners, or open /business-partners/partners on your OSERP application after signing in. Confirm the active company before reading or changing records.

Menu access: bp:read

Menu access only determines whether the screen is offered. Saving, posting, deleting, exporting, and approving can require additional server permissions.

Fields and input controls

Limits in this section are interface declarations. A missing maximum is not a promise of unlimited storage. Read how field limits work. Labels may differ with language and configuration.

Type

PropertyReference
Reference keybpType
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: Individual · Organization. Choices loaded from records or configuration are not enumerated here.

Entity Type

PropertyReference
Reference keyentityTypeId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select — · + Add New Entity Type. Choices loaded from records or configuration are not enumerated here.

Display Name *

PropertyReference
Reference keydisplayName
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Short Name

PropertyReference
Reference keyshortName
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.
PropertyReference
Reference keylegalName
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.
PropertyReference
Reference keylegalNameAr
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Group

PropertyReference
Reference keygroupId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select — · + Add New Group. Choices loaded from records or configuration are not enumerated here.

Store / Branch

PropertyReference
Reference keybranchId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select —. Choices loaded from records or configuration are not enumerated here.

Salesperson

PropertyReference
Reference keysalesPersonId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select —. Choices loaded from records or configuration are not enumerated here.

Category

PropertyReference
Reference keycategoryId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select — · + Add New Category. Choices loaded from records or configuration are not enumerated here.

Status

PropertyReference
Reference keystatus
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: Active · Inactive · Prospect · Blocked. Choices loaded from records or configuration are not enumerated here.

First Name

PropertyReference
Reference keyfirstName
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Last Name

PropertyReference
Reference keylastName
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

First Name (Arabic)

PropertyReference
Reference keyfirstNameAr
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Last Name (Arabic)

PropertyReference
Reference keylastNameAr
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Gender

PropertyReference
Reference keygender
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select — · Male · Female · Other · Prefer not to say. Choices loaded from records or configuration are not enumerated here.

Date of Birth

PropertyReference
Reference keydateOfBirth
LocationGeneral
Input controldate
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Nationality

PropertyReference
Reference keynationality
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Passport No

PropertyReference
Reference keypassportNo
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

National ID

PropertyReference
Reference keynationalId
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Occupation

PropertyReference
Reference keyoccupation
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Registration No

PropertyReference
Reference keyregistrationNo
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Registration Date

PropertyReference
Reference keyregistrationDate
LocationGeneral
Input controldate
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Incorporation Country

PropertyReference
Reference keyincorporationCountry
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.
PropertyReference
Reference keylegalForm
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — Select —. Choices loaded from records or configuration are not enumerated here.

Website

PropertyReference
Reference keywebsite
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

No. of Employees

PropertyReference
Reference keynoOfEmployees
LocationGeneral
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Primary Phone

PropertyReference
Reference keyprimaryPhone
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Primary Email

PropertyReference
Reference keyprimaryEmail
LocationGeneral
Input controlemail
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

WhatsApp

PropertyReference
Reference keywhatsapp
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Fax

PropertyReference
Reference keyfax
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Preferred Language

PropertyReference
Reference keypreferredLanguage
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: English · Arabic / العربية. Choices loaded from records or configuration are not enumerated here.

Preferred Currency

PropertyReference
Reference keypreferredCurrency
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Salesman (account owner)

PropertyReference
Reference keydefaultSalesPersonId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Buyer (procurement owner)

PropertyReference
Reference keydefaultBuyerId
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Country

PropertyReference
Reference keydefaultCountry
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

GST State (Place of Supply)

PropertyReference
Reference keydefaultStateCode
LocationGeneral
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Declared choices: — select GST state —. Choices loaded from records or configuration are not enumerated here.

GSTIN

PropertyReference
Reference keygstin
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Placeholder29ABCDE1234F1Z5
EditingDepends on screen state; switch to edit mode where offered and check permissions.

City

PropertyReference
Reference keydefaultCity
LocationGeneral
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Role

PropertyReference
Reference keyrole
LocationRoles
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: — Select Role — · + Add New Role. Choices loaded from records or configuration are not enumerated here.

Company

PropertyReference
Reference keycompany
LocationRoles
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Interface explanationWhich company in the group this partner trades with under this role.
EditingNo disabled/read-only condition declared directly on this control.

Type

PropertyReference
Reference keytype
LocationAddresses
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: — Select — · + Add New Address Type. Choices loaded from records or configuration are not enumerated here.

Label

PropertyReference
Reference keylabel
LocationAddresses
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
Placeholdere.g. Head Office
EditingNo disabled/read-only condition declared directly on this control.

Address Line 1

PropertyReference
Reference keyaddress-line-1
LocationAddresses
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

City

PropertyReference
Reference keycity
LocationAddresses
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Country Code

PropertyReference
Reference keycountry-code
LocationAddresses
Input controlinput
Required in interfacenot declared on control
Maximum characters2
EditingNo disabled/read-only condition declared directly on this control.

Primary

PropertyReference
Reference keyprimary
LocationAddresses
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Billing

PropertyReference
Reference keybilling
LocationAddresses
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Shipping

PropertyReference
Reference keyshipping
LocationAddresses
Input controlcheckbox
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Type

PropertyReference
Reference keytype
LocationContacts
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: — Select — · + Add New Contact Type. Choices loaded from records or configuration are not enumerated here.

First Name *

PropertyReference
Reference keyfirst-name
LocationContacts
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Last Name

PropertyReference
Reference keylast-name
LocationContacts
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Designation

PropertyReference
Reference keydesignation
LocationContacts
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Mobile

PropertyReference
Reference keymobile
LocationContacts
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Email

PropertyReference
Reference keyemail
LocationContacts
Input controlemail
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Account Type

PropertyReference
Reference keyaccount-type
LocationBanking
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: — Select — · + Add New Account Type. Choices loaded from records or configuration are not enumerated here.

Bank Name *

PropertyReference
Reference keybank-name
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Account Holder *

PropertyReference
Reference keyaccount-holder
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Account No *

PropertyReference
Reference keyaccount-no
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

IBAN

PropertyReference
Reference keyiban
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

SWIFT Code

PropertyReference
Reference keyswift-code
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Currency

PropertyReference
Reference keycurrency
LocationBanking
Input controlinput
Required in interfacenot declared on control
Maximum characters3
EditingNo disabled/read-only condition declared directly on this control.

Tax ID Type

PropertyReference
Reference keytax-id-type
LocationTaxids
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: — Select — · + Add New Tax ID Type. Choices loaded from records or configuration are not enumerated here.

Tax ID Number *

PropertyReference
Reference keytax-id-number
LocationTaxids
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Expiry Date

PropertyReference
Reference keyexpiry-date
LocationTaxids
Input controldate
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Document name

PropertyReference
Reference keydocument-name
LocationDocuments
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderDocument name
EditingNo disabled/read-only condition declared directly on this control.

Credit limit

PropertyReference
Reference keycredit-limit
LocationCredit
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Credit days

PropertyReference
Reference keycredit-days
LocationCredit
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Rating

PropertyReference
Reference keyrating
LocationCredit
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Blocked

PropertyReference
Reference keyblocked
LocationCredit
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingDepends on screen state; switch to edit mode where offered and check permissions.

Roles

PropertyReference
Reference keyroles
LocationCredit
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: CUSTOMER · SUPPLIER. Choices loaded from records or configuration are not enumerated here.

Overdue limit

PropertyReference
Reference keyoverdue-limit
LocationCredit
Input controlnumber
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Name *

PropertyReference
Reference keyname
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Code

PropertyReference
Reference keycode
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Arabic Name

PropertyReference
Reference keynameAr
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Applies To

PropertyReference
Reference keybpType
LocationScreen / contextual panel
Input controlselect
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Declared choices: Any BP · Organization · Individual. Choices loaded from records or configuration are not enumerated here.

Module

PropertyReference
Reference keymodule
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Group Type

PropertyReference
Reference keygroupType
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Country Code

PropertyReference
Reference keycountryCode
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum characters3
EditingNo disabled/read-only condition declared directly on this control.

From Label

PropertyReference
Reference keyfromLabel
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

To Label

PropertyReference
Reference keytoLabel
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
EditingNo disabled/read-only condition declared directly on this control.

Search name, code, email, phone…

PropertyReference
Reference keysearch-name-code-email-phone
LocationScreen / contextual panel
Input controlinput
Required in interfacenot declared on control
Maximum charactersNot explicitly declared on this control
PlaceholderSearch name, code, email, phone…
EditingNo disabled/read-only condition declared directly on this control.

Named actions

These are labels found in screen components; availability and consequences depend on record state. Confirm the operation before executing it.

  • ✏ Edit
    • Add Role
  • Save
  • Cancel
    • Add Address
    • Add Contact
    • Add Bank Account
    • Add Tax ID
    • New Business Partner
  • Reference Lists
  • Open
  • ‹ Prev
  • Next ›
  • Report lost

Help text and messages

The following wording is embedded in this screen. It describes interface guidance, rather than independently verified system guarantees.

  • Which company in the group this partner trades with under this role.
  • Assigning a number moves this customer into the loyalty group.

Verification still required

Business purpose for each control, dynamically generated fields, backend limits, saved defaults, permission combinations, audit effects, and complete workflow outcomes require manual review against the published application.

See the operating manual, coverage register, and troubleshooting guide.

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