Setup/Setting Up Customer and Supplier

Setup/Setting Up Customer and Supplier

Setting Up

Creating Business Partner

Business Partner can be either your Customer, Supplier or Both. In any case, you are only required to create only one Business Partner Code.

Creating New Customers


Info
Location
Setup> Customer/Vendor> Business Partner module 
Info
Action
> Click SETUP activity
> Click CUSTOMER/VENDOR
> Click BUSINESS PARTNER module
> Click NEW
> BP CODE enter ECPL01
Enter a unique code. You may enter any alpha
numeric code, as long as it is not a duplicate.
> NAME enter EveryDay Customer Pte Ltd
Name of the customer
> UEN (IAF) enter 197001234A
> COUNTRY select Singapore
> ADDRESS CODE enter a. 1
b. 2
c. 3
> ADDRESS NAME enter
a. Office
b. Retail
c. Warehouse
Enter a unique code and give a short descriptive name for this customer address.
In this example, we create 3 addresses.
Note that you can enter unlimited number of address for the same customer.
> ADDRESS LINE 1 enter
a. 1 Everyday Road
b. 2 Sim Lim Road
c. Warehouse Road

> ADDRESS LINE 2 enter
a. Everyday Building
b. Sim Lim Building
c. Warehouse Logistic
Enter the details of your customer.
> ADDRESS LINE 3 enter
a. Singapore 654654
b. Singapore 987987
c. Singapore 987987

> ATTN enter
a. Mr H K Lee
b. Mr A L Hong
c. Mr K L Tan

> CONTACT enter
a. 6546-5465
b. 9878-6545
c. 6546-5456

> FAX enter
a. 6546-4654
b. 6545-8798
c. 6545-9878

> EMAIL
> WEBSITE
CUSTOMER SECTION:
> GROUP select CUSTOMER This defines if this business partner is a customer. If the Group is left not selected, this will not be a customer.
Note that you can setup for more than one customer grouping, this will be discussed in
advance training.
> TERM select 30 Days This is the payment term that you have agreed
with your customer
> CURRENCY select SGD This is the common currency that you trade with this customer.
Note that during invoicing, you are still able to change the invoice currency without affecting the
default setup.
> REMARK This is for your internal comment about this
customer.
> TAX select SR7 Select the appropriate applicable IRAS tax code for this customer
> PRICE INCLUSIVE OF GST
Un-tick Unless you are absorbing GST for this particular customer, you should not tick on it.
> REF. (Reference) If your customer practice issuing you vendor code for their easy reference, you may like to enter it here.
Note that the vendor code is not displayed in
standard invoice layout.
> Address select 1 The default address that the system pick when you are issuing your document.
Note that you can still change your selection while issuing the document.

Creating New Customers


Info
Location
Setup> Customer/Vendor> Business Partner module
Info
Action
> Click SETUP activity
> Click CUSTOMER/VENDOR
> Click BUSINESS PARTNER module
> Click NEW
> BP CODE enter ECPL01
Enter a unique code. You may enter any alpha numeric code, as long as it is not a duplicate.
> NAME enter
EveryDay Customer Pte Ltd Name of the customer
> UEN (IAF) enter 197001234A
> COUNTRY select Singapore
> ADDRESS CODE enter a. 1
b. 2
c. 3
> ADDRESS NAME enter
a. Office
b. Retail
c. Warehouse
Enter a unique code and give a short descriptive name for this customer address.
In this example, we create 3 addresses.
Note that you can enter unlimited number of address for the same customer.
> ADDRESS LINE 1 enter
a. 1 Everyday Road
b. 2 Sim Lim Road
c. Warehouse Road

> ADDRESS LINE 2 enter
a. Everyday Building
b. Sim Lim Building
c. Warehouse Logistic
Enter the details of your customer.
> ADDRESS LINE 3 enter
a. Singapore 654654
b. Singapore 987987
c. Singapore 987987

> ATTN enter
a. Mr H K Lee
b. Mr A L Hong
c. Mr K L Tan

> CONTACT enter
a. 6546-5465
b. 9878-6545
c. 6546-5456

> FAX enter
a. 6546-4654
b. 6545-8798
c. 6545-9878

> EMAIL
> WEBSITE
CUSTOMER SECTION:
> GROUP select CUSTOMER
This defines if this business partner is a customer. If the Group is left not selected, this will not be a customer.
Note that you can setup for more than one customer grouping, this will be discussed in advance training.
> TERM select 30 Days
This is the payment term that you have agreed with your customer
> CURRENCY select SGD
This is the common currency that you trade with this customer.
Note that during invoicing, you are still able to change the invoice currency without affecting the default setup.
> REMARK
This is for your internal comment about this customer.
> TAX select SR7
Select the appropriate applicable IRAS tax code for this customer
> PRICE INCLUSIVE OF GST
Un-tick
Unless you are absorbing GST for this particular customer, you should not tick on it.
> REF. (Reference)
If your customer practice issuing you vendor code for their easy reference, you may like to enter it here.
Note that the vendor code is not displayed in standard invoice layout.
> Address select 1
The default address that the system pick when you are issuing your document.
Note that you can still change your selection while issuing the document.

Creating New Supplier



Info
Location
Setup> Customer/Vendor>
Info
Action
> Click NEW
> Business Partner module
> BP CODE enter ISPL01
> NAME enter Interesting Supplier Pte Ltd
> UEN (IAF) enter 197601234B
> COUNTRY select Singapore
> ADDRESS CODE enter 1
> ADDRESS NAME enter Office
> ADDRESS LINE 1 enter 1 Interesting Road
> ADDRESS LINE 2 enter Interesting Building
> ADDRESS LINE 3 enter Singapore 654654
> ATTN enter Mr H K Lee
> CONTACT enter 6546-5465
> FAX enter 6546-4654
> EMAIL
> WEBSITE
VENDOR SECTION:
> GROUP select SUPPLIER

This defines if this business partner is a supplier.
> TERM select 7 Days
> CURRENCY select SGD
> REMARK
> TAX select TX7
> PRICE INCLUSIVE OF GST
Un-Tick
> REF. (Reference)
> Address select 1

Amending a Customer Business Partner to also a Supplier



Info
Location
Setup> Customer/Vendor> Business Partner Module
Info
Action
Select the Customer
> Click EDIT
CUSTOMER SECTION:
> GROUP select CUSTOMER
This defines if this business partner as a customer.
VENDOR SECTION:
> GROUP select SUPPLIER
This set this business partner as a supplier too.
> Click UPDATE

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