How to restrict business partner to trade with one or more companies.
A business partner is an entity that can be a supplier, customer, sales representative, carrier, order-giver, service provider, factoring organization. These business partner roles can be multiple: A customer can also be a supplier and/or service provider and/or carrier... In this case, there is a single business partner record, which is used to provide the grouped common identification data: identification of the business partners and related roles (Identity section), and different addresses (Addresses section), bank accounts (Bank details section), contacts (Contacts section).
Each business partner type has certain common data, as well as additional data (commercial, accounting) linked to one of the business partner roles
A business partner can be restricted to trade with one or multiple companies.
This exception can concern the business partner tax rule and/or, the payment conditions, and/orthe discounts and charges, and/or the accounting code, and/or the entry of accounting entries on the BP, the contractual period for the last open item.
Business partner ZA090 is restricted to trade with ZA90 company.
Create invoice for Company ZA80 and customer za090
The message below appears when creating transaction for Company ZA80 and business partner ZA090 when BP ZA090 is only allowed to trade with ZA90.
When business partner is restricted to multiple companies the credit level will show credit level for all companies that trade with the Business partner.
The Functional profile can also be used to restrict the credit level total that shows on the customer screen.
When the user is restricted to one site the credit level total will show only for the company linked to the site even when there are multiple companies authorised to trade with the BP/customer.
The Customer screen only shows the credit level total for company ZA90 however if we drill down we will be able to see the credit level total for both ZA90 and ZA80
If we drill down the credit level total includes for ZA80
If we remove the default site we will be able to see the credit level total for both companies on Customer screen
