Handle Inter Business Partner Relations

To maintain an overview of your partner’s organizational structure (current and historical) and common characteristics, SICS allows you to link partners in numerous ways.

Merge Partners #

1. Open the business partner for whom you want create a link to a merged company or merger parent and open the Details tab.
2. In the Properties display list select Merged Companies or Merger Parent
3. In the Merged Companies/Merger Parent display list select New in the pop-up menu. You see the Create Merged Company/Create Merger Parent window.
4. Enter relevant information and click OK.

Field description 12. - Merge Partners

Record Partner’s Organisational Hierarchy #

To help you maintain control and get an overview of a company’s organisational structure, SICS lets you create links between business partners and/or third parties, and also decide the hierarchy-level for each partner i.e. owner or subsidiary.

Assign Subsidiaries/Owners #

1. Open the business partner for whom you want to record a Subsidiary or Owner and click the Details tab.
2. In the Properties display list, select Subsidiaries or Owner
3. In the Subsidiaries/Owners display list select New in the pop-up menu. You see the Create Owner and Subsidiary window.
4. Enter relevant information regarding the subsidiary/owner relationship and click OK.

View Company History of Subsidiaries and Owners #

1. Open the Details tab of the Business Partner.
2. In the Properties display list, select Subsidiaries or Owner. SICS shows the current company ownerships. To see earlier company ownerships, click Include Historical Data. You see current active companies, including the earlier company situation

View Company Hierarchy #

See the corporation as a tree view.

To view the hierarchy from Find Business Partner:

1. Select the business partner you want to view the Company Hierarchy information for and select Hierarchy in the pop-up menu.
2. On the Organisation Hierarchy window you see the hierarchy for the company.

To view hierarchy from a Business Partner:

1. Open a business partner and click the Details tab.
2. In the Properties display list, select Subsidiaries
3. Select Hierarchy tab. You see the Hierarchy display list.

Field description 13. - Subsidiary/ Owner

Group Partners #

Many of your business partners have factors in common that can be useful to identify. SICS let you define these common factors by grouping business partners.

One reason to group partners could be that you want to know which companies that does business in a specific country, e.g. brokers that are experts in the South American market, but are not necessarily located in the region.

Register a Business Partner Group #

1. Open the Business Partner Groups on the desktop. You see the Business Partner Group window.
2. Select New from the pop-up menu. You see the Create Business Partner Group window.
3. Enter a code and a name, and click OK.

Field description 14. - Business Partner Group

Classify Partner Group by Countries, States and Main Class of Business #

For groups set up according to the members' approvals rights or business specialities, you may capture the groups' areas of business.

1. Find and Open a Business Partner Group. You see the View Business Partner Group window.
2. Select the Classification tab. You see the Classification display lists.
3. Select the Classification Type (Country, States or Main Class of Business) and select Add/Remove from the pop-up menu. You see the Edit Countries/States/Main Class of Business window.
4. Select Countries or States or Main Class of Business and click OK

For specific approval per business partner, refer to Maintain Partner’s Areas of Business on page 3-21

Assign a Partner to a Group from the Business Partner #

1. Open the Business Partner you want to assign to a Group
2. Click the Details tab.
3. In the Properties display list, select Groups.
4. In the Groups display list, select New from the pop-up menu. You see the Create Groups window.
5. Enter relevant information and click OK.

Assign a Partner to a Group from the Business Partner Group #

1. Open the Business Partner Group you want to assign a new member to by double-clicking it or selecting Properties from the pop-up menu.
2. Select the Members tab on View Business Partner Group window.
3. In Members display list select New from the pop-up menu. You see the Create Members window.
4. Enter relevant information and click OK.

Field description 15. -Assign Partner to Group

Open Business Partner Ledger from a Business Partner Group #

1. Open an existing Business Partner Group, Main Info tab, from either the Business Partner Group option or from the Details tab, Groups, of a Business Partner
2. Click on the Business Partner Ledger Icon
3. The Business Partner Ledger for all the members of the Business Partner Group opens

Set up Third Party Group #

In addition to participating in normal business partner groups, third parties can also participate in groups exclusively for third parties, for example “domestic insureds” or “overseas insureds.”

1. Open the Third Party Group from the desktop.
2. Select New from the pop-up menu. You see the Create Third Party Group
   window.
3. Enter relevant Code and Name and click OK.

View Base Companies Assigned to Partner #

Organizations sharing the same SICS installation may consist of several legal entities, where each entity have their own business partners and Insureds. In this case, it may be beneficial to link the Business Partners to the Base Company they belong.

View Business Partners Assigned to Base Company #

1. Open your Business Partner
2. Select the Details tab
3. Select Linked Base Companies

View Base Companies Assigned to Insured #

1. Open your Insured
2. Select the Details tab
3. Select Linked Base Companies
   
   

Field description 16. -View Base Companies Assigned to Partner