Sage X3 Core Financials Day 4 - Business Partners Flashcards
BUSINESS PARTNERS:
In this Topic we learn how to Create and Define information for Business Partners as well as Specific Information for Customers and Suppliers.
NB: In this Chapter we shall only consider the BPs, Customers and Suppliers Functions.
Other Courses do cover other Functions such as:
Carriers, and
Sales Reps.
TOPICS COVERED IN THIS LESSON:
- Entering Business Partners,
- Defining Customer Categories,
- Overview of the Customers Functions,
- Defining Supplier Categories,
- Overview of Suppliers Functions,
- Printing and Previewing Customer Statements,
- Viewing Customer and Supplier Inquiries.
Entering Business Partners: (GESBPR)
Path: Common Data > BPs > Business Partner
We Create a BP Record using (GESBPR), and a BP can be a:
Supplier,
Customer,
Sales Reps, or
Carrier, etc.
BPs can have a Specific Role or can play Multiple Roles.
By Multiple Roles, we mean that a BP can be defined as both a Customer and Supplier at the same time.
NB: The System Automatically generates a BP Record when creating:
Customers,
Suppliers,
Carriers,
Sales Reps,
Etc.
Defining Customer Categories: (GESBCG)
Path: Common Data > BPs > Customer Categories
We use (GESBCG) to define Customer Categories, which are what defines Default Settings which are applied to Customers belonging to the Category.
You can generate Reports and View Inquiries based on the Customer Categories.
NB: Changes made to a Customer Category after a Customer is defined are not carried forward.
NB: A Customer Category can also be associated with a BP or a Prospect, since Prospects can later become Customers.
Overview of Customer Functions: (GESBPC)
Path: Common Data > BPs > Customer Functions
We use (GESBPC) to Create and Modify Customer Information.
- Customers are those Business Partners to which a Business sell Products and or Services.
They are used to Create Orders in the Sales Module as well as Customer BP Invoices in the A/P - A/R Accounting Module.
Only the information that was not discussed in the BPs and Customer Category Functions is discussed in this Topic.
Defining Supplier Categories: (GESBSG)
Path: Common Data > BPs > Supplier Categories
We use (GESBSG) to define Supplier Categories which define Default Settings applied to Suppliers, thereby saving you Data entry time.
- You generate Reports and View Inquiries based on the Supplier Code.
- Changes made to a Supplier Category after a Supplier is defined are not carried forward.
Overview of the Supplier Function: (GESBPS)
Path: Common Data > BPs > Suppliers
We use (GESBPS) to Create and Modify Supplier Information.
Suppliers are those Business Partners from which a Business purchase Products and or Services.
They are used or selected on Creating Orders in the Purchasing Module or when Creating Supplier BP Invoices in the A/P - A/R Accounting Module.
When Creating a Supplier Specific Record, you must select a Supplier Category and enter a Supplier ID.
Printing and Previewing Customer Statements: (RPT09)
Path: Reports > Prints/Group > Financials
We use Tracking of Open Items (RPT09) to view a Customer Statement.
- When the Open Items window displays, select the CUSSTA Customer Statement Report Code
Viewing Customer and Supplier Inquiries: (CONSBAG)
Path: A/P - A/R Accounting > Inquiries > Customer Situation
We use the Inquiries Function in the À/P - A/R Accounting > Inquiries menu to view Information Specific to Customers and Suppliers .
CUSTOMER/ SUPPLIER SITUATION INQUIRY: (CONSBAG)
We use Customer Situation to view the balance of Customer Invoices pending Payment by Date Range.
This Inquiry can also be a useful work tool for reminders and the evaluation of Customer Risk.
It can also be accessed via the Customer Function from the right List, under Accounting in BP Situation.
SUPPLIER SITUATION INQUIRY: (CONSBAH):
We use this Inquiry Function to view the Balance of Supplier Invoices pending Payment by Date Range.
