Cockpit: Partner Financials

Topic overview

The Cockpit: Partner Financials application is used to search for and display partners to whom accounting data has been assigned. On the one hand, these are all partners who are marked as debtors or creditors in the Partner application. On the other hand, these are also persons who are assigned to a customer or vendor via a function in financials (e.g. as a contact person for reminders).

The Cockpit: Partner Financials application is described below. The Partner Financials cockpit is a customizable cockpit and can be flexibly adapted to each individual user. A detailed description of the customizable cockpits can be found in the document

Application description

You can use the Cockpit: Partner Financials application to get an overview of all or individual partners within accounting. All partners that match the search characteristics of the query area are displayed.

The application consists of a query area and a work area.

 Query area

Query fields are stored in the query area. As a rule, the most important query fields are already available. However, the number of query fields and their placement can vary. You can determine which query fields are displayed. This application is characterized by the fact that almost all possible selection fields relating to the properties of a partner are offered as additional selection fields for the search.

The fields of the query area in detail:

  • Partner − if required, enter one or more partners as search criteria for the partners to be displayed
  • Partner name − if required, enter one or more partner names here as search criteria for the partners to be displayed
  • Partner search string − if required, enter one or more search strings as search criteria for the partners to be displayed
  • Deduction profile debtors − if required, enter one or more customer departure profiles here as search characteristics for the partners to be displayed
  • Deduction profile creditors − if required, enter one or more vendor departure profiles here as search characteristics for the partners to be displayed.
  • Contact person − Use this search field to control whether, for example, all partners or only the contact persons are to be selected for display. Valid values are:
    • Yes: only the contact persons should be selected for the display
    • No: no partners are to be selected. who are the contact persons
    • Ignore: All partners should be selected for display
  • Deduction profile debtors − if required, enter one or more charge−off profiles of debtors as search characteristics for the partners to be displayed
  • Deduction profile creditors − if required, enter one or more vendor charge−off profiles here as search characteristics for the partners to be displayed
  • Foreign payment profile − if required, enter one or more foreign payment profiles in this field as a search criterion for the partners to be displayed
  • Industrial sector of the client − if required, enter one or more of the client’s industries as a search criterion for the partners to be displayed
  • Posting block debtors − select the customers to be displayed here based on the posting block. Valid values are:
    • None
    • Blocked for dialog posting
    • Blocked for batch posting
    • Generally blocked
  • Posting block creditors − select the vendors to be displayed here based on the posting block. Valid values are:
    • None
    • Blocked for dialog posting
    • Blocked for batch posting
    • Generally blocked
  • Accounts receivable − use this search field to control whether, for example, all partners or only debtors should be selected for display. Valid values are:
    • Yes: Only the customers should be selected for display
    • No: No partners should be selected who are debtors
    • Ignore: All partners should be selected for display
  • Debtor classification 1 − if required, enter one or more debtor classifications 1 as a search criterion for the partners to be displayed. The same applies to debtor classifications 2 − 5.
  • Collection authorization debtors − use this search field to control whether, for example, all partners or only the debit cards authorized for collection should be selected for display. Valid values are:
    • Yes: Only the debtors authorized for collection should be selected for display
    • No: No debtors authorized for collection should be selected
    • Ignore: All partners should be selected for display
  • Collection authorization creditors − use this search field to control whether, for example, all partners or only the creditors authorized for collection should be selected for display. Valid values are:
    • Yes: Only the vendors authorized for collection should be selected for display
    • No: No creditors authorized for collection should be selected
    • Ignore: All partners should be selected for display
  • EXTRANET ID − if required, enter one or more EXTRANET IDs as search criteria for the partners to be displayed
  • Commercial number − if required, enter one or more commercial numbers in this field as a search criterion for the partners to be displayed. This can be the number from the commercial register or a personnel number.
  • Commercial number creditors − if required, enter one or more company numbers of vendors as search criteria for the partners to be displayed.
  • Association debtors − if required, enter one or more companies of debtors as search criteria for the partners to be displayed.
  • Association creditors − if required, enter one or more vendor companies as search criteria for the partners to be displayed.
  • Creditor identification number − enter one or more account numbers as a search feature for the partners to be displayed.
  • Customer’s account number − in this field, you can enter one or more account numbers as a search criterion for the partners to be displayed. This is the account number under which you are listed as a supplier for a customer.
  • Supplier’s account number − if required, enter one or more account numbers here as a search criterion for the partners to be displayed. This is the account number under which you are listed as a customer with a supplier.
  • Accounts payable − use this search field to control whether, for example, all partners or only vendors should be selected for display. Valid values are:
    • Yes: Only the vendors should be selected for display
    • No: No partners should be selected who are creditors
    • Ignore: All partners should be selected for display
  • Creditor classification 1 − if required, enter one or more creditor classifications 1 as a search criterion for the partners to be displayed. The same applies to vendor classification 2−5.
  • Country − in this field, you can enter one or more countries as search criteria for the partners to be displayed. You can use the Search countries input help to display and select the available countries.
  • Direct debit via association (Purchasing) − use this search field to control whether, for example, all partners or only vendors for which the direct debit is made via the association should be selected for display. Valid values are:
    • Yes: Only those vendors for which the direct debit is made via the association should be selected for display
    • No: No creditors should be selected for which the direct debit is made via the association
    • Ignore: All partners should be selected for display
  • Direct debit via association (Sales) − use this search field to control whether, for example, all partners or only vendors for which the Allocate with customer indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those vendors should be selected for display for which the Settle with debtor is activated
    • No: No vendors should be selected for which the Allocate with customer indicator is activated
    • Ignore: All partners should be selected for display
  • Lexware employee number − use this search field to control whether, for example, all partners or only the employees should be selected for display. Valid values are:
    • Yes: Only the employees should be selected for the display
    • No: No partners are to be selected, the employees are
    • Ignore: All partners should be selected for display
  • Competitor − Use this search field to control whether, for example, all partners or only those partners who are also competitors should be selected for the advertisement. Valid values are:
    • Yes: Only partners who are also advertisers should be selected for the advertisement
    • No: No partners should be selected who are also competitors
    • Ignore: All partners should be selected for display
  • Location − if required, enter one or more partner locations as search criteria for the partners to be displayed.
  • Person − Use this search field to control whether, for example, all partners or only the partners who are identified as a person should be selected for display. Valid values are:
    • Yes: Only partners marked as a person should be selected for the ad
    • No: No partners marked as a person should be selected
    • Ignore: All partners should be selected for display
  • Postal code − if required, enter one or more postal codes of partners as search criteria for the partners to be displayed.
  • Legal form for AWV-declaration − if required, select here the parties to be displayed based on their assigned legal form for the AWV declaration. Valid values are:
    • All
    • Limited companies
    • Corporations and partnerships limited by shares
    • Private persons
    • Other
  • Collective account profile debtors − if required, enter one or more customer collective account profiles here as search characteristics for the partners to be displayed.
  • Collective account profile creditors− if required, enter one or more collective account profiles of vendors as search characteristics for the partners to be displayed.
  • Employee − use this search field to control whether, for example, all partners or only forwarders should be selected for display. Valid values are:
    • Yes: Only the forwarding agents should be selected for the advertisement
    • No: No partners should be selected who are freight forwarders
    • Ignore: All partners should be selected for display
  • Status − Select the partners to be displayed here based on their status. Valid values are:
    • All
    • Released
    • Locked
  • Tax number − if required, enter one or more partner tax numbers here as a search criterion for the partners to be displayed.
  • ELSTER tax number ELSTER (Germany) − if required, enter one or more ELSTER tax numbers of partners as search criteria for the partners to be displayed.
  • Street − if required, enter one or more partner streets as search criteria for the partners to be displayed.
  • Sales tax ID − if required, enter one or more sales tax identification numbers here as a search term for the partners to be displayed.
  • Association member Debtors − if required, enter one or more association member numbers here as search characteristics for the customers to be displayed.
  • Association member Creditors − if required, enter one or more association member numbers here as a search criterion for the vendors to be displayed.
  • Currency audit Accounting − In this field, you select the partners to be displayed based on their specified currency check. Valid values are:
    • Main currency only
    • Only foreign currency according to customer/supplier
    • Main currency or foreign currency according to customer/supplier
    • Any currency
  • Use of exchange rates Debtors − if required, enter one or more exchange rate usages for the debtors to be displayed here.
  • Exchange rate utilization Accounts payable − if required, enter one or more exchange rate usages for the creditors to be displayed here.
  • Payment block until debtors − if required, enter a date or a period for the payment block as a search criterion for the customers to be displayed in this field.
  • Payment block to creditors − if required, enter a date or a period for the payment block as a search criterion for the vendors to be displayed in this field.
  • Debtor payment block − Use this search field to control whether, for example, all partners or only debtors with a payment block should be selected for display. Valid values are:
    • Yes: Only customers with a payment block should be selected for display
    • No: No debtors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Payment block accounts payable − Use this search field to control whether, for example, all partners or only vendors with a payment block should be selected for display. Valid values are:
    • Yes: Only those vendors with a payment block should be selected for display
    • No: No vendors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Debtor derecognition profile − if required, enter one or more charge−off profiles of debtors as search characteristics for the partners to be displayed.
  • Creditors derecognition profile − if required, enter one or more vendor charge−off profiles here as search characteristics for the partners to be displayed.
  • Foreign payment profile − if required, enter one or more foreign payment profiles in this field as a search criterion for the partners to be displayed.
  • Sector of the client − if required, enter one or more of the client’s industries as a search criterion for the partners to be displayed.
  • Booking block Debit − Select the customers to be displayed here based on the posting block. Valid values are:
    • None
    • Locked for dialog bookings
    • Locked for batch bookings
    • Generally blocked
  • Booking block credit − Select the vendors to be displayed here based on the posting block. Valid values are:
    • None
    • Locked for dialog bookings
    • Locked for batch bookings
    • Generally blocked
  • Debtor − Use this search field to control whether, for example, all partners or only debtors should be selected for display. Valid values are:
    • Yes: Only the customers should be selected for display
    • No: No partners should be selected who are debtors
    • Ignore: All partners should be selected for display
  • Debtor classification 1 − if required, enter one or more debtor classifications 1 as a search criterion for the partners to be displayed. The same applies to debtor classifications 2 – 5
  • Direct debit authorization Debtors − Use this search field to control whether, for example, all partners or only the debit cards authorized for collection should be selected for display. Valid values are:
    • Yes: Only the debtors authorized for collection should be selected for display
    • No: No debtors authorized for collection should be selected
    • Ignore: All partners should be selected for display
  • Direct debit authorization Creditor − Use this search field to control whether, for example, all partners or only the creditors authorized for collection should be selected for display. Valid values are:
    • Yes: Only the vendors authorized for collection should be selected for display
    • No: No creditors authorized for collection should be selected
    • Ignore: All partners should be selected for display
  • EXTRANET ID − if required, enter one or more EXTRANET IDs as search criteria for the partners to be displayed.
  • Company number − if required, enter one or more company numbers in this field as a search criterion for the partners to be displayed. This can be the number from the commercial register or a personnel number.
  • Company number Credit − if required, enter one or more company numbers of vendors as search criteria for the partners to be displayed.
  • Company Accounts receivable − if required, enter one or more companies of debtors as search criteria for the partners to be displayed.
  • Company Accounts payable − if required, enter one or more vendor companies as search criteria for the partners to be displayed.
  • Creditor − if required, enter one or more glasses here.
  • Identification number − Enter bigger identification numbers as a search feature for the partners to be displayed.
  • Customer account number − In this field, you can enter one or more account numbers as a search criterion for the partners to be displayed. This is the account number under which you are listed as a supplier for a customer.
  • Account number with the supplier − if required, enter one or more account numbers here as a search criterion for the partners to be displayed. This is the account number under which you are listed as a customer with a supplier.
  • Creditor − Use this search field to control whether, for example, all partners or only vendors should be selected for display. Valid values are:
    • Yes: Only the vendors should be selected for display
    • No: No partners should be selected who are creditors
    • Ignore: All partners should be selected for display
  • Creditor classification 1 − if required, enter one or more creditor classifications 1 as a search criterion for the partners to be displayed. The same applies to vendor classifications 2−5.
  • Country − In this field, you can enter one or more countries as search criteria for the partners to be displayed. You can use the Search countries input help to display and select the available countries.
  • Direct debit via association − Use this search field to control whether, for example, all partners or only vendors for which the direct debit is made via the association should be selected for display. Valid values are:
    • Yes: Only those vendors for which the direct debit is made via the association should be selected for display
    • No: No creditors should be selected for which the direct debit is made via the association
    • Ignore: All partners should be selected for display
  • Lexware personnel number − if required, enter one or more Lexware personnel numbers here as a search criterion for the partners to be displayed.
  • LZB area number − if required, enter one or more LZB area numbers (federal state number) for foreign payment transactions as a search feature for the partners to be displayed.
  • LZB company number − if required, enter one or more LZB company numbers for foreign payment transactions as a search criterion for the partners to be displayed.
  • Reminder about association debtors − Use this search field to control whether, for example, all partners or only debtors for whom the Reminder via association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those customers should be selected for display for which the Reminder via association is activated
    • No: No customers for whom the Reminder via association indicator is activated should be selected
    • Ignore: All partners should be selected for display
  • Reminder via association of creditors − Use this search field to control whether, for example, all partners or only vendors for which the Reminder via association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those vendors should be selected for display for which the Reminder via association is activated
    • No: No vendors for which the Reminder via association indicator is activated should be selected
    • Ignore: All partners should be selected for display
  • Competitor − Use this search field to control whether, for example, all partners or only those partners who are also competitors should be selected for the advertisement. Valid values are:
    • Yes: Only partners who are also advertisers should be selected for the advertisement
    • No: No partners should be selected who are also competitors
    • Ignore: All partners should be selected for display
  • Location − if required, enter one or more partner locations as search criteria for the partners to be displayed.
  • Person − Use this search field to control whether, for example, all partners or only the partners who are identified as a person should be selected for display. Valid values are:
    • Yes: Only partners marked as a person should be selected for the ad
    • No: No partners marked as a person should be selected
    • Ignore: All partners should be selected for display
  • ZIP CODE − if required, enter one or more postal codes of partners as search criteria for the partners to be displayed.
  • Legal form LZB message − if required, select here the parties to be displayed based on their assigned legal form for the LZB message. Valid values are:
    • All
    • AG’s and KGaA’s
    • Ltd.
    • Legally independent company
    • Independent branches
    • Other
  • Collective account profile Debitors − if required, enter one or more customer collective account profiles here as search characteristics for the partners to be displayed.
  • Accounts payable collective account profile − if required, enter one or more collective account profiles of vendors as search characteristics for the partners to be displayed.
  • Forwarder − Use this search field to control whether, for example, all partners or only forwarders should be selected for display. Valid values are:
    • Yes: Only the forwarding agents should be selected for the advertisement
    • No: No partners should be selected who are freight forwarders
    • Ignore: All partners should be selected for display
  • Status − select the partners to be displayed here based on their status. Valid values are:
    • All
    • Released
    • Locked
  • Tax number − if required, enter one or more partner tax numbers here as a search criterion for the partners to be displayed.
  • Tax number for ELSTER (Germany) − if required, enter one or more ELSTER tax numbers of partners as search criteria for the partners to be displayed.
  • Street − if required, enter one or more partner streets as search criteria for the partners to be displayed.
  • Sales tax ID − if required, enter one or more sales tax identification numbers here as a search term for the partners to be displayed.
  • Association member Debtors − if required, enter one or more association member numbers here as search characteristics for the customers to be displayed.
  • Association member Creditors − if required, enter one or more association member numbers here as a search criterion for the vendors to be displayed.
  • Currency audit Accounting − In this field, you select the partners to be displayed based on their specified currency check. Valid values are:
    • Main currency only
    • Only foreign currency according to customer/supplier
    • Main currency or foreign currency according to customer/supplier
    • Any currency
  • Use of exchange rates Debtors − if required, enter one or more exchange rate usages for the debtors to be displayed here.
  • Exchange rate utilization Accounts payable − if required, enter one or more exchange rate usages for the creditors to be displayed here.
  • Payment block until debtors − if required, enter a date or a period for the payment block as a search criterion for the customers to be displayed in this field.
  • Payment block to creditors − if required, enter a date or a period for the payment block as a search criterion for the vendors to be displayed in this field.
  • Debtor payment block − Use this search field to control whether, for example, all partners or only debtors with a payment block should be selected for display. Valid values are:
    • Yes: Only customers with a payment block should be selected for display
    • No: No debtors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Payment block accounts payable − Use this search field to control whether, for example, all partners or only vendors with a payment block should be selected for display. Valid values are:
    • Yes: Only those vendors with a payment block should be selected for display
    • No: No vendors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Payment via association of debtors − Use this search field to control whether, for example, all partners or only debtors for whom the Payment via association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those customers should be selected for display for which the Payment via association is activated
    • No: No customers should be selected for which the Payment via association is activated
    • Ignore: All partners should be selected for display
  • Direct debit via association − Use this search field to control whether, for example, all partners or only debtors for whom the direct debit is made via the association should be selected for display. Valid values are:
    • Yes: Only those customers for whom the direct debit is made via the association should be selected for display
    • No: No debtors should be selected for which the direct debit is made via the association
    • Ignore: All partners should be selected for display
  • Lexware personnel number − if required, enter one or more Lexware personnel numbers here as a search criterion for the partners to be displayed.
  • LZB area number − if required, enter one or more LZB area numbers (federal state number) for foreign payment transactions as a search feature for the partners to be displayed.
  • LZB company number − if required, enter one or more LZB company numbers for foreign payment transactions as a search criterion for the partners to be displayed.
  • Reminder about association debtors − Use this search field to control whether, for example, all partners or only debtors for whom the Reminder via association indicator is activated in the partner master data should be selected for display. Valid values are:
  • Yes: Only those customers should be selected for display for which the Reminder via association is activated
  • No: No customers for whom the Reminder via association indicator is activated should be selected
  • Ignore: All partners should be selected for display
  • Reminder via association of creditors − Use this search field to control whether, for example, all partners or only vendors for which the Reminder via association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those vendors should be selected for display for which the
    • Reminder via association is activated
    • No: No vendors for which the Reminder via association indicator is activated should be selected
    • Ignore: All partners should be selected for display
  • Settle with debtor − Use this search field to control whether, for example, all partners or only vendors for which the Allocate with customer indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those vendors should be selected for display for which the Settle with debtor is activated
    • No: No vendors should be selected for which the Allocate with customer indicator is activated
    • Ignore: All partners should be selected for display
  • Settle with vendor − Use this search field to control whether, for example, all partners or only debtors for which the Allocate with vendor indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those customers should be selected for display for which the Settle with vendor is activated
    • No: No customers should be selected for which the Offset with creditor indicator is activated
    • Ignore: All partners should be selected for display
  • Employees − Use this search field to control whether, for example, all partners or only the employees should be selected for display. Valid values are:
    • Yes: Only the employees should be selected for the display
    • No: No partners are to be selected, the employees are
    • Ignore: All partners should be selected for display
  • Competitor − Use this search field to control whether, for example, all partners or only those partners who are also competitors should be selected for the advertisement. Valid values are:
    • Yes: Only partners who are also advertisers should be selected for the advertisement
    • No: No partners should be selected who are also competitors
    • Ignore: All partners should be selected for display
  • Location − if required, enter one or more partner locations as search criteria for the partners to be displayed.
  • Person − Use this search field to control whether, for example, all partners or only the partners who are identified as a person should be selected for display. Valid values are:
    • Yes: Only partners marked as a person should be selected for the ad
    • No: No partners marked as a person should be selected
    • Ignore: All partners should be selected for display
  • ZIP CODE − if required, enter one or more postal codes of partners as search criteria for the partners to be displayed.
  • Legal form LZB message − if required, select here the parties to be displayed based on their assigned legal form for the LZB message. Valid values are:
    • All
    • AG’s and KGaA’s
    • Ltd.
    • Legally independent company
    • Independent branches
    • Other
  • Collective account profile Debitors − if required, enter one or more customer collective account profiles here as search characteristics for the partners to be displayed.
  • Accounts payable collective account profile − if required, enter one or more collective account profiles of vendors as search characteristics for the partners to be displayed.
  • Forwarder − Use this search field to control whether, for example, all partners or only forwarders should be selected for display. Valid values are:
    • Yes: Only the forwarding agents should be selected for the advertisement
    • No: No partners should be selected who are freight forwarders
    • Ignore: All partners should be selected for display
  • Status − Select the partners to be displayed here based on their status. Valid values are:
    • All
    • Released
    • Locked
  • Tax number − if required, enter one or more partner tax numbers here as a search criterion for the partners to be displayed.
  • ELSTER tax number (Germany) − if required, enter one or more ELSTER tax numbers of partners as search criteria for the partners to be displayed.
  • Street − if required, enter one or more partner streets as search criteria for the partners to be displayed.
  • VAT identification − if required, enter one or more sales tax identification numbers here as a search term for the partners to be displayed.
  • Association member debtor − if required, enter one or more association member numbers here as search characteristics for the customers to be displayed.
  • Association member creditor − if required, enter one or more association member numbers here as a search criterion for the vendors to be displayed.
  • Currency check financials − In this field, you select the partners to be displayed based on their specified currency check. Valid values are:
    • Only main currency
    • Only external currency as determined by customer/supplier
    • Main currency or external currency as determined by customer/supplier
    • Any currency
  • Exchange rate use debtors − if required, enter one or more exchange rate usages for the debtors to be displayed here.
  • Exchange rate use creditors − if required, enter one or more exchange rate usages for the creditors to be displayed here.
  • Payment block until debtors − if required, enter a date or a period for the payment block as a search criterion for the customers to be displayed in this field.
  • Payment block until creditors − if required, enter a date or a period for the payment block as a search criterion for the vendors to be displayed in this field.
  • Payment block debtors − use this search field to control whether, for example, all partners or only debtors with a payment block should be selected for display. Valid values are:
    • Yes: Only customers with a payment block should be selected for display
    • No: No debtors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Payment block creditors − Use this search field to control whether, for example, all partners or only vendors with a payment block should be selected for display. Valid values are:
    • Yes: Only those vendors with a payment block should be selected for display
    • No: No vendors with a payment block should be selected
    • Ignore: All partners should be selected for display
  • Payment by association debtors − use this search field to control whether, for example, all partners or only debtors for whom the Payment by association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only those customers should be selected for display for which the Payment via association is activated
    • No: No customers should be selected for which the Payment via association indicator is activated 
    • Ignore: All partners should be selected for display
  • Payment by association creditors − use this search field to control whether all partners or only vendors for whom the Payment by association indicator is activated in the partner master data should be selected for display. Valid values are:
    • Yes: Only vendors with the Payment via association indicator activated should be selected for display
    • No: No vendors with the Payment via association indicator activated should be selected
    • Ignore: All partners should be selected for display
  • Payment term debtors − if required, enter one or more payment terms as a search criterion for the debtors to be displayed.
  • Payment terms creditors − if required, enter one or more payment terms as a search criterion for the vendors to be displayed.
  • Payment profile − if required, enter one or more payment profiles in this field as a search criterion for the partners to be displayed.
  • Payment history debtors − Use this search field to control whether all partners or only debtors with activated payment history statistics in the partner master should be selected for display. Valid values are:
    • Yes: Only customers with activated payment behavior statistics should be selected for display
    • No: No debtors with activated payment behavior statistics should be selected
    • Ignore: All partners should be selected for display
  • Payment history creditors − Use this search field to control whether all partners or only vendors with activated payment history astatistics in the partner master should be selected for display. Valid values are:
    • Yes: Only vendors with activated payment behavior statistics should be selected for display
    • No: No vendors with activated payment behavior statistics should be selected
    • Ignore: All partners should be selected for display
  • Affiliation − use this search field to specify the affiliation status of partners to be displayed. You can enter one or more affiliations as search criteria for filtering partners. The valid values are:
    • All: Displays all partners, regardless of their affiliation status.
    • Internal: Displays only those partners who are affiliated internally.
    • External: Displays only those partners who are affiliated externally.

Work area

A table is available in the work area in which the queried partners are displayed within the accounting system. You can determine which information is displayed for a partner yourself using freely selectable columns. In principle, all fields that can be entered for the selection can also be displayed.

Standard view

The columns available in the standard system are described below.

  • Partner − partner identification.
  • Partner name − name of the partner.
  • ZIP CODE − zip code of the partner’s place of residence.
  • Location −location of the partner.
Hint
Other freely selectable columns are analogous to the search fields.

Customizing

For the Cockpit: Partner Financials application, the following are available in the application Customizing does not define any settings.

Business Entities

 The following business entity is relevant for the Cockpit: Partner Financials application, which you use, for example, to

  • to assign authorizations,
  • Set up activity definitions or
  • import or export

Partner

com.cisag.app.general.obj.Partner

The business entity belongs to the following business entity group:

com.cisag.app.general.MasterData

Authorizations

Authorizations can be assigned using authorization roles as well as content-related authorizations (by assigning them to organizations). The authorization concept can be found in the technical documentation Authorizations.

Special skills

There are no special skills for the Cockpit: Partner Financials application.

Organizational assignments

Organizational structures are used to control which data is visible, usable or editable. To do this, the Content-related authorizations function must be activated in the Customizing application.

In order for the Cockpit: Partner Financials application to be displayed to a person in the user menu, they must be assigned to an organization that is integrated into one of the following organizational structures:

  • Accounting

In cockpits, the data that can be queried is controlled based on the views of the cockpit. In order for a person to be able to query or process data in the Cockpit: Partner Financials application, authorizations must be assigned for the views. For each view, authorizations to open the associated document application and authorizations for the associated business entity must be assigned using an authorization role.

Further information and a comprehensive overview of the content-related authorizations can be found in the Content-related authorizations documentation.

Special features

There are no special features for the Cockpit: Partner Financials application.

Authorizations for business partners

The Cockpit: Partner Financials application is not released for business partners.

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