- 01
Open Business Partners
Use the customer/supplier master area rather than typing names directly into transactions.
- 02
Create the partner
Enter the legal/trading name, contact information, tax number where applicable, currency and payment terms.
- 03
Review credit and accounting settings
Where your setup uses partner-specific controls, confirm the correct receivable/payable handling.
- 04
Avoid duplicates
Search before creating a new partner. Duplicate masters make statements, ageing and reconciliation harder to control.
Guide complete
Continue with the next related workflow, or return to the Guide Center to find another task.