The user can add a BP in two ways:
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When the sales person is adding a BP from the Navigation Bar, is prompted to choose the type of the BP, Company or Private. If Company is selected the relevant page is loaded. After filling-out the required fields, and after saving, the BP is created. In case that the user has added the information required for the main Contact Person in the relevant section, then the CP is also created at the same time.
As in all forms, there are fields that are mandatory as well as optional fields. Below is a list of fields that must be filled-in, since they are used in different business scenarios within the system.
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Customer is a value that is taken either by selecting the action → Change Type to Customer or from the external function: → ODP_ConvertBPToCustomer when used in the workflow.
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Financial Group: defines whether the transaction is generated in the country, or outside the country
VAT Business Group: defines the VAT regime (low, exempt, normal, etc..)
2.Add BP from Grid List
When a Sales person is adding a BP from the Grid List from the (
) button on the top, among (
) and (
) the BP main page is loaded and upon completion of filling-in the fields the BP is created. If the user chooses this option of creating a BP in the system, then by default this BP is created with type Company.
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