Editing a Partner: Data on Partner and Role Category

  1. You are in the screen Change Business Partner: Name.

If

Then

- You want to maintain data for the chosen partner data (for example, bank details, personal data, administrative data)

- you can use various menu options to maintain data for partner

- You want to edit names, addresses as well as the allocation to the role category for a certain partner,

- position the cursor on the required partner and choose the function Choose.
Then you can
-
edit name/address
-
edit role type

- You want to define new selection criteria,

- choose the New selection function.

- You want to cancel editing,

- choose Cancel.