Maintain Business Partner Basic Information

SICS allows accurate and detailed registration of a company’s basic information, such as the name, domicile country, or address.

Maintain Partner Key Information #

To record or change key information such as the name or identifier of a partner.

1. Find and open the business partner. You see the View business partner window.
2. Click the ‘Edit’ button. You see the Edit Business Partner window.
3. Enter the name and location information, as you require.
4. If you want to indicate what sort of company this is for example a broker, select ‘Add/Remove Type’from the pop-up menu in the Type box and click OK.

Maintain Partner Address #

SICS lets you record an indefinite number of addresses (postal, e-mail, phone numbers and so on) per partner.

Record a Business Partners Address #

1. Find and open a business partner.
2. Click the Details tab.
3. In the Properties display list, select ‘Addresses’.
4. In the Addresses display list, select ‘New ‘from the pop-up menu. You see the Create Address window.
5. Enter relevant information and click OK.

Maintain an Electronic Addresses #

With each business partner address, you may record information such as telephone numbers, e-mail addresses and fax numbers.

To record an electronic address:

1. Open a business partner and click the Details tab.
2. In the Properties display list, select Addresses.
3. In the display list, select an address either by double-click and Edit button, or select Edit from pop-up menu.
4. In the Edit Address window, select the Electronic tab.
5. Select ‘New-Associate Electronic Address ‘from pop-up menu.
6. Enter type of address and number, and click Save

To associate/dissociate Electronic Address:

1. Open a business partner and click its Details tab.
2. In the Properties display list select Addresses
3. In the address display list select an Address, either by double-click and Edit button or select Edit from the pop-up menu.
4. In Edit Address window select Electronic tab.
5. Select Associate/Dissociate Electronic Address in the pop-up menu.
6. Select an electronic address by double-click.
7. Select OK in the Edit Address window.

Delete an Electronic Address

1. Open a business partner and click its Details tab.
2. In the Properties display list select Electronic Address.
3. In the Electronic Addresses display list select the address and select Delete in the pop-up menu.

Flag a Company as EDI Joint Venture Partner #

Register and maintain information regarding the possibilities of sending insurance and reinsurance messages using electronic commerce to a business partner.

1. Find and open a business partner
2. Click the Details tab
3. In the Properties display list, select EDI JV
4. Click the Edit button
5. Enter relevant information and click OK.

For more information, refer to the Electronic Data Interchange chapter.