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Before doing business, you need to setup your business partner data. In ADempiere’s term, a Business Partner is an entity to do business with. This is a flexible approach compared to traditional accounting system, since Business Partner can be Vendors, Customers, and Employees.

The Business Partner Setup Workflow

Setting up Business Partner is easy. You need to go to the Business Partner Workflow which tells you all you have to do for setting up Business Partners. Click the menu – to go to the workflow.

You will find a window similar to this:

The Business Partner Data

On that window mostly we are going to click Business Partner box to maintain Business Partner data: add new, edit, or delete.

To add a new Business Partner, click on the New icon on the toolbar. Then fill in the mandatory field (Name) and other field that you think important to your business. Click on the Save icon on the toolbar when you are done adding new Business Partner.

Customer

If the Business Partner is a customer, then click on the Customer Tab on the left to show the detailed Customer data:

Check the Customer checkbox to identify that this Business Partner is a customer. Then, fill up appropriate data for this Customer like the Invoice Rule, Invoice Schedule, Price List, etc. Click on the Save button when you are done. Click on the Customer Accounting if you need to adjust the accounting aspect for this customer.

Vendor

If the Business Partner is also a vendor, then click on the Vendor Tab on the left to show the detailed Vendor data:

Check the Vendor checkbox to identify that this Business Partner is a vendor. Then, fill up appropriate data for this Vendor like the Payment Rule, PO Payment Term, Purchase Pricelist, etc. Click on the Save button when you are done. Additionally, click on the Vendor Accounting if you need to adjust the accounting aspect for this vendor.

Employee

If this Business Partner is an Employee, then click on the Employee tab on the left to show the detailed Employee data. Check the Employee checkbox to identify that this Business Partner is an employee. Click on the Save button when you are done. Additionally, click on the Employee Accounting if you need to adjust the accounting aspect for this employee.

Bank Accounts

Next, you need to enter the Business Partner Bank Account, click on the Bank Account tab on the left to show the detailed Bank Account data. Then click the New Record icon on the toolbar.

Check on the Active checkbox to indentify that this bank account is active.

Type the Account holder Name, Account Street, City, etc on the bank account’s Reference section.

Check on the ACH checkbox to identify that this bank account accepts Automatic Clearing House (ACH) transaction. To add a new Bank data, right-click on the Bank field, then click Zoom menu.

Then a new window will appear. Click on the New Record icon to add a new Bank name.

On that window, fill up the Bank Name and the Routing Number. To enter the Bank’s address, click on the icon right to the Address field, then add the addresses information. Click Ok button to add the address.

Click Save button on the toolbar when you are done. Close the Bank window to go back to the Business Partner window. Now you can type the bank name on the Bank field or click the icon right to the field to search for the bank we’ve just added.

Then, you can select the bank Account Usage, the Bank Account Type and the Account Number.

Click Save button when you are done.

Business Partner Location

Next, you need to enter the Business Partner Location/ physical address. Click on the Location tab on the left to show the detailed Location data. Then click the New Record icon on the toolbar.

Click the box right to the Address field to enter the address street name, city, ZIP, and country. Click Ok to add the address.

Click Save icon on the toolbar where you are done.

Business Partner Contact Person

Next, you need to enter the Business Partner Contact Person data. Click on the Contact tab on the left to show the detailed Contact data.

There you can add the detailed Contact Person data for the Business Partner.

Click New Record to add more contact person, or click Save button when you are done.

Close the Business Partner window when you are done adding and editing your Business Partners.

Other Workflow Functions

That’s all you need to do for the basic setup of Business Partner data. If you need to refine the default setup for Business Partner data, you can check it up again on the Business Partner Setup Workflow, where you can do:

1. Maintain Business Partner Group
2. Maintain Greetings data for the Business Partners
3. Maintain Payment Terms data
4. Maintain Invoice Schedule data
5. Maintain Withholding (1099) data
6. Maintain Dunning Levels data
7. Maintain Revenue Recognition data which is the interval at which revenue will be recognized
8. Import Business Partner data from external file (see the Utilities section later)

Akhmad Daniel Sembiring

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