The business partner master data record has become a key pilar in managing ongoing business activity. Containing all the relevant information, reviewing the business partner master data triggers the need to take action. For that purpose, the Web Client for SAP Business One, introduces the “Create” menu in the Business Partner Master Data:

Depending on the business partner type (lead/customer/vendor) and user authorizations, the respective document types are listed, and when you choose to initiate the creation of a certain document, it will show up in “Create” mode, with the information of the given business partner populated in the form.

For example, clicking the “Incoming Payment” option, opens the following Incoming Payment document, with the customer details in the header and the list of unpaid transactions:

Available in the Web Client for SAP Business One 10.0 FP2202, and SAP Business One 10.0 FP2202, version for SAP HANA.

Want to learn more about SAP Business One? Visit the official page here.

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