9.6. Business Partner
The System Parameters under this tab allows the system administrator to create global standards for use in the business partner, person and bank areas.
General #
| Field | Description |
|---|---|
| Enable Extended Validation of Bank | Selected: * Bank Address can not be made Active unless City has been entered * Bank Completeness Status can not be set to Approved unless the Bank has an Active Address * Deactivating a Bank will trigger a warning if an Approved Business Partner Bank Account exists with this Bank * Business Partner IBAN/Bank Account number is restricted to alphanumeric characters - unless the account is intermediary Cleared: No extended validation Relevant when: Your company prefers extended validation to ensure proper identification of banks and execution of payments Applicable for: P&C, Cede, Life |
| Enable Business Partner Name Mass Update by Branded Product Name Mass Update | Selected: When the Branded Product functionality is in use and the branded product name is updated the change will be automatically reflected on the business sections that use the names of the branded product. This update will reflect on all branded products where the flag ‘Mass Update Business Section Name is selected Cleared: Changes to the branded product names will not reflect on the business sections Relevant when: The business has been structured using the branded products and the names of the branded products have been ipdated Applicable for: Life |
| Bank Account Type Mandatory | Selected: It is mandatory to select a Bank Account Type value other than the value <None> on the Bank Account for Business Partner. Cleared: It is not mandatory to fill in a Bank Account Type. The value <None> is defaulted by the system. Relevant when: Your company wants to be able to distinguish between IBAN and Bank Account Number (refer to value entered in field IBAN/Account Number). Applicable for: P&C, Cede, Life |
| Business Partner, Bank and Person | The name of the SICS Identifier as it will be displayed in the various functions where it is used, e.g. in Find Business Partner, Create Person. Values: Free Text Default: SICS Identifier Mandatory: Yes Relevant when: A business partner may have many identifiers, such as SICS Identifier, N.A.I.C. identifier, social security number, LPC. The system can however only give the SICS Identifier automatically. The identifier series for the type SICS Identifiers are defined on the system parameter tab Identifiers. You might however want the SICS Identifier to have a more descriptive name e.g. Partner ID, Bank ID, Person ID. Applicable for: P&C, Life |
| Allow Editing of Default Identifier | Selected: The system allows the user to edit the SICS identifier, which the system automatically has given, after having created a business partner, bank or person. Cleared: The system does NOT allow the user to change the identifier that the system has given. Relevant when: You may allow users to change the identifiers to e.g. some show category not built into the general series for identifier. Applicable for: P&C, Life |
| Electronic Broker Statement Handling/Default Path for CSV File | The path to the folder where you store the received CSV Record files. Mandatory: Yes Applicable for: P&C, Cede |
| Party ID Type | Exempt Identifier from Uniquenes check Party ID Type: The identifier types for which the system will not check that the business partner identifier is unique. Values: User-Defined Party Identifier Types System-Defined Party Identifier Types, except the SICS Identfier Validations: Multiple values allowed Associated Country can be selected Functional Impact: Maintain Business Partner Identifiers Applicable for: P&C, Life, Cede |
| Country | Exempt Identifier from Uniqueness check Country: The country for which the uniqueness check for Business Partner Identifier should be skipped. This exception is only applicable to Party Types: Business Partner and Third Party. The system still requires that the identifier for Party Types: Banks and Person is unique. Values: Country All - (All countries) Uniqeness check will always be skipped. Default: All Validations: Multiple values allowed Party ID Type must be selected Only one value per Party ID Type Functional Impact: Maintain Business Partner Identifiers Applicable for: P&C, Life, Cede |
| Field | Description |
|---|---|
| External Business Partner Component Enabled | Selected: It is possible to use an external business partner system. Cleared: It is NOT possible to use an external business partner system Relevant when: Only relevant for companies that have received special SICS customisation for using an external business partner system. Applicable for: P&C, Life |
Branded Product Classification #
In the SICS Life system, you will be able to see one more option in the Business Partners module ‘Branded Product Classification’
When you select the option Branded Product Classification, you will be presented with a window similar to the Business Classification 2 in the Base Company Specific Settings. Here, you will see all the Branded Product Classification Items including the user configurable Additional Classifications that can be used to classify a branded product.
Edit Banded Product Classification #
In Use: When the item is selected as In Use, it is marked with a Y. This item will now appear in the classification window when creating a new branded product for any business partner
Is Mandatory: When the item is marked as mandatory, it will become mandatory to select a value for this while classifying a branded product on a business partner
Seq no: This will decide the order in which the classification items appear in the branded product classification window
Applicable for: Life