Setting up new Business Partners

If your strategy lets Supply Lens create Business Partners (BPs), you will want each new one set up correctly from the start: in the right group, with the right price list and payment terms. This lesson covers the settings that do that, which appear on the Order and Invoice Configurations, and the setting that adds bill-to and ship-to addresses.

How the tag maps work

Four settings follow the same pattern. Each is a list of pairs: a document tag and the Enterpryze value to use when an order or invoice carries that tag. A special key, default, is used when no tag matches. Set default on its own to give every new customer the same value.

"businessPartnerGroupCodeMap": {
  "trade": "7",
  "default": "5"
}

Here, a new customer created from a Document tagged trade goes into group 7, and everyone else into group 5.

Tags usually come from the source system or are added by a Mapping's Target tags, so you can tag one channel's orders differently from another's.

Decision: what should a new customer look like?

When to use each:

• Group code: almost always worth setting, so web customers land in a group you can report on, not an unassigned one.
• Price list: set it if new customers should be priced from a particular list in Enterpryze, such as a trade list for trade sign-ups.
• Account code: set it if your finance team wants sales from these customers to default to a specific revenue account.
• Payment terms: Enterpryze holds payment terms on the BP, not on its documents, so this is the only way to set payment terms from Supply Lens. Set it if new customers need terms other than Enterpryze's default.

Decision: should Supply Lens add addresses to the customer?

Turn this on if you want customers' addresses stored on their BP in Enterpryze and shown on documents. Leave it off if you use a generic account per channel: one BP collecting every shopper's address would quickly become unmanageable.

What to expect when it is on:

• Address names are built from the name and company: Name (CompanyName) when both are set and different, otherwise whichever is set. Enterpryze prints this name on the BP screen, the sales screens and most default sales document layouts.
• Names are capped at 50 characters. Over that, the company name is dropped rather than cut off. A party with neither a name nor a company is skipped and logged.
• A delivery to a different recipient is named after that recipient. If there is no separate ship-to address, the customer's address is used for both.
• Addresses are only ever added, never updated. If a customer changes their address at source, Enterpryze will not be updated. This protects corrections your team makes in Enterpryze from being overwritten.
• Enterpryze chooses the customer's default bill-to and ship-to itself when the customer has none. A default already chosen in Enterpryze is left alone.
• If Enterpryze rejects the addresses, the failure is logged and the document is still sent, without bill-to or ship-to codes, so it uses whatever Enterpryze already holds.