For each business partner, enter information relevant to your business relationship, including:
● Contact persons
● Addresses
● Payment terms
● Additional information as appropriate
If a supplier is one of your customers or vice versa, create two different master data records containing the same data, but with different codes. Define one record as a customer and the other as a supplier.
When a business partner defined as Lead becomes a customer, change the business partner type in the field to the right of the field Code.
Procedure
1. From the Main Menu, choose Business Partners ® Business Partner Master Data.
2. To switch to Add mode, choose 
.You can now enter the data for the new business partner.
3. First, choose the business partner type (Customer, Supplier, or Lead) from the list.
4. Second, click on the magnifying glass icon in the BP Code field to generate a unique number for the business partner. You can now make entries in the appropriate fields in the Business Partner Master Data Window.
5. Once you have entered all your data, confirm it by choosing Add.
NB.You can always update business partner data by locating the business partner and modifying the required field.
Copyright © Published April 2013, Author: Laura Haywood-Jeffery, Ownership: Laura Haywood-Jeffery
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