Assign Internal Responsibilities per Partner

Assign Internal Responsibilities per Partner

You can assign people within your own organisation to be the main responsible person for a certain business partner and a certain task, e.g. accounting. If any issues arise with this partner related to accounting, everyone within the organisation would know whom to contact.

  1. Open a business partner and click the Details tab.
  2. In the Properties display list, select Responsible Person.
  3. In the Responsibility/Responsible display list select Add Responsible Person in the pop-up menu.
    You see the Add Responsible Person window.
  4. Select the responsible person and click OK

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The responsibilities for a person in your company depend on who has been authorised to do what kind of job.

Field description 3. - Responsible Person

Field Description
Responsibility A duty a person has when it comes to this partner.

Values: Customised by your company e.g. Accounting, Underwriting, Claims Handling

Validation: Field is mandatory if a responsible person is selected. You can assign multiple Responsibilities.

Functional Impact: None

Mandatory: Yes
Responsible The person responsible within an area.

Values: Customised by your company with names.

Validation: Mandatory if Responsibility selected. Multiple responsible persons allowed, one per responsibility.

Mandatory: Yes

Functional Impact: None