The user can add a BP in two ways:
- Navigation Bar- plus sign
- Grid List
1.Add BP from Navigation Bar - plus sign
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.
Name: displayed in all forms involving transactions and documents produced
Type: Customer, Lead, Vendor
Lead is a value initially taken for any new BP type Company
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.
Vendor is a value used when there is a car purchase transaction in the system.
Ship-to / Bill-to Address: used when creating sales transaction for this BP (Offer, Order, etc..)
Sales Price List: the price list to be used in the Offer or in the Order for Car sales.
Currency: the currency used as an alternative currency to the standard currency of the Company, when creating Sales Offer (switch currency).
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.
Add Comment