Record New Business Partner

Record New Business Partner

When a previous record of the partner does not exist, SICS lets you register the new partner and detailed information about the company.

Record a Business Partner only #

  1. Double-click the Business Partner icon on the Partners folder on the desktop. You see the Find: Business Partner window
  2. Click ‘Create New’ button, or select New on the pop-up menu. You see the Create Business Partner window.
  3. Enter relevant information and click ‘OK’.

Record a Business Partner while Creating a New Business #

  1. You are in the middle of assigning a business partner to a business, and you need to create the business partner to be assigned.
  2. Click the ‘Find’ button in the Assign Role window. You see Find: Business Partner window.
  3. Click’Create New ‘button, or select ‘New’from the pop-up menu. You see the Create Business Partner window.
  4. Enter relevant information and click ‘Save’.

inset_101783.jpg

Ensure Standardised Registration of Partners #

When registering a business partner for the first time, your company might have standards for how to name or give a location to a partner to avoid double registration. Also there might be minimum information required about a partner before it can be used. Whether these requirements are fulfilled can be monitored by the Completeness Status.

Set Completeness Status while Recording a New Partner #

You can create your business partner even if your company not yet has approved it, by selecting a status representing incomplete.

  1. In the Find Business Partner window, click the ‘Create New ‘button, or select ‘New ‘from the pop-up menu. You see the Create Business Partner window.
  2. Select relevant completeness status and click OK.

Change Business Partner Completeness Status #

Changing the completeness status from provisional to approve indicates that the registration of the partner is according to your company’s requirements and that business can be accepted from the partner.

  1. Open a business partner. You see the View Business Partner window.
  2. Click the ‘Edit ‘button.
  3. Change relevant completeness status and click ‘OK’.