Create Business Partner#

BusinessPartner.Create

BusinessPartner.CreateTemplate

BusinessPartner.CreateFromTemplate

Overview#

This operation is used to create a Business Partner. A template can also be created using a similar procedure and there is also the possibility of using a template to create the new object as well. This selection can be done in the main entity menu.

Setup#

No specific setup is required other than to meet the preconditions of the transaction.

Preconditions#

• The Business Partner does not currently exist in the system.

Sequence of Steps#

Step 1: General Data#

1. Provide a name for the Business Partner.
2. Optionally, provide a description of the Business Partner.
3. Define the type of Business Partner:
   • Contractor
   • Customer
   • Supplier
   • Manufacturer
4. Define the Label specification to be used when printing labels for this Business Partner. Possible values are retrieved from the LabelSpecification Lookup Table.
5. Optionally, enter the address information:
   • Address (line 1 and 2)
   • ZIP Code
   • Country (values selected from the Country Lookup Table)
   • State
   • City
6. Optionally, enter the contact information:
   • Title
   • Name
   • Email
   • Business Phone
   • Business Fax
   • Mobile Phone
7. Optionally, enter additional information:
   • Tax Number
   • Website
8. Select Create to complete the operation and the new Business Partner will be created.