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Coworking:Business Partner Category

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Introduction

Business partners can be grouped into different categories with the aim of helping their management and analysis.

You may want to group the suppliers of a certain type of products within the same category,
in order for you to compare the purchase prices your company got from them in relation to the same type of products.

Or you may want to group the customers located in your country within the same category, a different one than the one which groups the customers located abroad,
in order for you to compare national and foreign sales figures.

All of the above is possible due to the fact that Business Partner Group" is a dimension of Purchase and Sales Reports.
To learn more visit Procurement Analysis Tools and Sales Analysis Tools

Finally, it is also import for you to take into account that each business partner category allows you to setup a different set of ledger accounts to be used while posting transactions
such as customer receivables or vendor liabilities.
To learn more about it, visit Accounting tab below.

Business Partner Category

Business partner category window allows to create and configure every business partner category your organization may need.

WS322.png

As shown in the image above, the creation of a business partner category requires to enter below listed information for each category:

Accounting

Each business partner category allows you to configure a different set of ledger accounts.

WS323.png

There are several business partner related accounts which needs to be properly setup for the organization's general ledger configuration.

The "Copy Accounts" process of the Defaults tab of the General Ledger Configuration screen allows to automatically populate at least the mandatory ones shown in the image above.
The accounts automatically defaulted by Openbravo can always be changed if required.

These ledger accounts are the ones to be used while posting business partner related transactions such as:

The "Copy Accounts" action button allows to copy the accounts defaulted in this window to either:



Full list of Business Partner Category window fields and their descriptions is available in the Business Partner Category Screen Reference.

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