Customers and suppliers

Application address: /business-partners/partners · Menu permission: bp:read. Business partners hold reusable information about the people and organizations with which the company trades.

Search before creating

Search by the identifiers available in the screen. A business may appear under a trading name that differs from its registered name. Compare contact and tax identifiers before deciding it is a new partner. Separate duplicate records can split statements, pricing, loyalty history, and settlement allocation.

Identify the partner and its role

Choose the applicable customer/supplier role and enter the display identity and relevant contact details. A supplier's item code belongs in vendor-item information, not in the partner's own identity field. An employee, user account, and business partner are also different records even when they describe the same person.

Use the screen reference for the exact field labels and declared interface constraints. Dynamic sections and backend validation still require the detailed review listed in the coverage register.

Addresses, contacts, and registration

Keep billing, delivery, and contact information consistent with the business documents. A contact email does not grant system access. Tax-registration information describes the partner; storing it does not establish that a registration is valid or that a particular tax treatment is appropriate.

Groups and pricing

Customer groups can connect a customer to price lists, discounts, and loyalty behavior. When a customer receives an unexpected price, inspect the assigned group and the list entry for the item. Compare quantity thresholds and branch context as well.

Item Master can display group pricing and its source. This is more informative than comparing only Standard Price with the receipt total. Read Item pricing.

Credit and payment terms

Payment terms and due dates explain when settlement is expected. A credit limit expresses a business control where supported; do not assume the same enforcement in every document and channel until verified. Preserve the exact refusal when a transaction is blocked and have an authorized person review the control.

Statements and allocation

Use Customer Statement or Supplier Statement to inspect the partner's transactions and balance. Match company, period, currency, and partner identity. A receipt can exist without being fully allocated to the intended invoice. Use the appropriate allocation screen and verify the remaining open balance.

Sales people

The Sales People screen at /business-partners/sales-people has a separate management context. Associating a salesperson with activity and computing commission are different operations; an assignment alone must not be described as proof that a commission was calculated or paid.

Corrections

Correct the existing record where supported. Before deactivating or consolidating a duplicate, review open documents, statements, price-group membership, and linked records. Do not delete a historical partner as a shortcut to changing its name.