Supplier details

Partner register supplier details

Supplier details turn a partner into a supplier and provide the default values for inquiries, orders and incoming invoices.

Only change information whose technical impact you know. Read-only values ​​and evaluation fields are taken from master data, documents or financial postings.

Basics and default values

• Expand to supplier: Creates the missing supplier data record for an existing partner.
• Supplier number: Unique supplier number; write-protected after creation. You can make the default setting for the number range Administration > Master data initialization > First supplier number.
• Own customer number: Number under which your company is listed by the supplier.
• Payment conditions: Standard rule for due date, discount and payment date in purchasing documents. (see Purchasing > Settings > Payment conditions) In X-ERP, automatic payment transactions are controlled via the payment conditions. If payment files are to be created directly from the system for transmission to an online banking program, the corresponding customer or supplier document must be assigned a payment condition that is activated for automatic payment transactions.
• Delivery condition: Standard agreement for transport and handover.
• Financial group: Basis for automatic account determination in purchasing (see Administration > Financial initialization > Financial group partner). The partner financial group is one of the foundations for creating the Financial group item, which determines which expense account and tax rate the supplier documents are recorded with (see Administration > Financial Initialization > Financial Group Items).
• Cost center: Suggested cost center for supplier-related operations.
• Standard contact person: Preferred contact person at the supplier.
• Standard delivery address: Suggested delivery address for purchasing processes; Mandatory field.
• Default billing address: Suggested billing address; Mandatory field.
• DATEV account: Supplier-specific account number for DATEV-related transfers.
• Output format: Opens the supplier-specific specifications for document issues. For each supplier document, determine individually how the document should be delivered to the recipient. By default, these settings are permanently defined for each document type (see Administration > Master data initialization > Document chain). They can be edited here for the individual partner.

Currency and discounts

• Foreign currency: Default supplier currency if documents are not maintained in company currency. If the supplier account is managed in company currency, the field remains empty.
• %Doc discount: Standard discount for suitable purchase receipts.
• Discount group: Assigns a centrally maintained discount logic to the supplier (see Purchasing > Discount groups).
• The button Delete all discounts from this supplier and assign discounts to the selected group deletes existing supplier discounts and adopts the rules of the selected group.

Work safely

First create the supplier and save. Only apply group discounts if existing individual discounts are actually to be replaced.

Related topics

1. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Address
2. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Options
3. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Customer details
4. For specialist users – Use individual modules safely and efficiently › Master data › Partners › Register tabs › Contact person

Frequently asked questions