You can classify your business partners by properties, which you define according to your business requirements. You assign the relevant properties when you process a master record for a business partner.

Note: The properties are not mandatory; a business partner can have none, one, or up to 64 properties.

You can use the properties to:

  • Format reports and evaluations
  • Sort data
  • Select master records during processing

Here’s how:

1) From the SAP Business One Main Menu, choose: Administration > Setup > Business Partners > Business Partner Properties.

The window lists the default entries (Default Property 1-64) and entries that you have previously defined.

2) Select the first available default entry, or an existing entry that you want to modify.

3) Enter a new property description, and choose Update.

4) After making all your entries, choose OK.

 

Example:

You can define the property fields as follows:Are

Property 1-20 Area East, West, Midwest and so on.
Property 20-30 Size 1 to 10 employees, 10 to 50 employees, 50 to 100 employees, and so on.
Property 30-40 Industry Sanitation, Electrical appliances, Food, and so on.

 

You can assign a customer or a vendor as follows:

Area East
Size 1-10 employees
Industry Food

 

You can define another customer or vendor as follows:

Area West
Size No assignment
Industry Electrical appliances

 

Note: When you define customers and vendors, remember that this table applies to customers, leads and vendors. If necessary, you can define one area of the table for customers and a separate area for vendors.

If a business partner’s properties are not sufficient to map the properties you need, you can also apply user-defined fields, which you can customize as required.