Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Business Partner Category == Business partners can be grouped into different categories with the aim of helping their management and analysis...."

2018-10-24T07:17:59Z

Created page with "{{BackTo|Screens Reference}} == Business Partner Category == Business partners can be grouped into different categories with the aim of helping their management and analysis...."

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== Business Partner Category ==
Business partners can be grouped into different categories with the aim of helping their management and analysis.

=== Business Partner Category ===

Business partner category window allows to create and configure every business partner category your organization may need.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Business Partner Category''' : A classification of business partners based on defined similarities.
* '''Search Key''' : A fast method for finding a particular record.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Default''' : A value that is shown whenever a record is created.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.

=== Accounting ===

Each business partner category allows you to configure a different set of ledger accounts.
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | General Ledger]]''' : The book containing all financial transactions recorded for the legal entity.
* '''[[Screenshot:Account Combination#Combination | Customer Receivables No.]]''' : An account number in the general ledger to mark transactions with a business partner.
* '''[[Screenshot:Account Combination#Combination | Customer Prepayment]]''' : The Customer Prepayment account indicates the account to be used for recording prepayments from a customer.
* '''[[Screenshot:Account Combination#Combination | Write-off]]''' : Account for Receivables write-off
* '''[[Screenshot:Account Combination#Combination | Write-off Revenue]]''' : Account for Payables write-off
* '''[[Screenshot:Account Combination#Combination | Vendor Liability]]''' : An account number in the general ledger used to mark transactions with this business partner.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Account Combination#Combination | Vendor Prepayment]]''' : An account number in the general ledger used to mark transactions with this business partner.
* '''[[Screenshot:Account Combination#Combination | Non-Invoiced Receipts]]''' : Account for not-invoiced Material Receipts
* '''Copy Accounts''' : Copy and overwrite Accounts to Business Partners of this group
* '''Status''' : A defined state or position of a payment.
* '''[[Screenshot:Account Combination#Combination | Realized Loss Acct]]''' : Realized Loss Account
* '''[[Screenshot:Account Combination#Combination | Unrealized Losses Acct.]]''' : Unrealized Loss Account for currency revaluation
* '''[[Screenshot:Account Combination#Combination | Doubtful Debt Account]]''' : Account used to reclassify an account receivable once this has been recognized as a doubtful debt
* '''[[Screenshot:Account Combination#Combination | Bad Debt Expense Account]]''' : Account used to book the expense related to a bad debt
* '''[[Screenshot:Account Combination#Combination | Bad Debt Revenue Account]]''' : Account used to book the revenue related to a recover of a bad debt
* '''[[Screenshot:Account Combination#Combination | Allowance For Doubtful Debt Account]]''' : Account used to provision bad debts. This amount will reduce accounts receivable amount. in balance sheet.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Bp_Group_Acct_ID''' : Business partner group accounts.
* '''[[Screenshot:Business Partner Category#Business Partner Category | Business Partner Category]]''' : A classification of business partners based on defined similarities.

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[[Category:User Guide]]

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Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Business Partner Category == Business partners can be grouped into different categories with the aim of helping their management and analysis...."