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There is one key field in the business partner header window which is the "Business Partner Category".
You should select a category to which the business partner is going to belong to.
To learn more about "Business Partner Category", visit Business Partner Category section.


Rest of fields at header level are common fields which require to enter basic business partner information such as:

Bulbgraph.png   Starting from RR19Q2.

A new check named Consent for Customer Data Processing has been created in business partner data model, to reflect whether a given contact consents or not that his/her data can be used by the organization.

Obviously, it is not the same to enter and configure a customer than a supplier/creditor or an employee, that is the reason why "Business Partner" window has three main tabs and therefore sub-tabs which allows you to set up each main business partner type separately:

Above mentioned tabs and sub-tabs are described in the next chapters of this section.

Finally, it is very important to remark that there could be other types of business partners which require to be set up as business partners in this window; business partners which have nothing to do with either a customer, or a supplier/creditor or an employee.
That is the case of the Banks.

The Banks needs to be created in the business partner window header by just entering basic header information and no data in any of the business partner window tabs, but Location and Contact.
The reason why is because "Bank" type business partners are needed in the "Remittance" financial workflow.
To learn more about this workflow visit, Financial Account

Set New Currency

"Set New Currency" process allows to change business' partner currency.

Business partner currency is automatically filled in with the currency of the "Price List" assigned to the business partner. Once filled in, it can be changed if required by running "Set New Currency" process.

Normally, business partner currency is the same as the currency of the price list assigned to it. However, it can happen that a business partner having, for instance, a EUR price list assigned, might have USD as its by default currency.

In that case, all the transactions booked in EUR for that business partner, will be exchanged to USD, therefore business partner balance is calculated in USD.

Set New Currency process allows to define:


At first, the currency shown in "Set New Currency" window is business partner price list currency, in our example "EUR".

Business partner new currency can be entered in the field "Currency", for instance "USD".

Check-box "Use default conversion rate" uses the conversion rate defined in Conversion Rates window, to recalculate business partner balance from EUR to USD, in our case.
If this check is not selected, a new field "Rate" is shown to allow entering a specific conversion rate.

Additionally, a business partner might have available credit in a given currency.
If that is the case, Openbravo informs us about that, because business partner available credit will have to be exchanged to the new currency, therefore it can be consumed in the new currency.

SetNewCurrency Credit.jpg

This process creates automatically three new payments, in case business partner has available credit:

Let us take as an example a business partner having a price list in EUR.

Available Credit.jpg

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