First enter the basic data of the Partner organisation. The most important fields are described below. Your organisation can also define additional individual fields in the organisational settings.
Partner number |
Give the partner a unique alphanumeric identifier. Depending on the organisational settings, it is possible that the partner number is automatically assigned consecutively and cannot be edited. |
Partners |
Enter the name of the partner organisation. |
Contract partner |
If you activate this setting, the function group Partner contracts is available when you open this partner in the partner overview. You need this function group if you want to use the partner interface for this partner. Even if you do not use an interface, it can be useful to manage the contracts with the partner in WINPACCS Cloud and upload documents, for example. |
Recipient/Depositor in WINPACCS Accounting/ Cashbook |
If you activate this setting, vouchers can be assigned to the partner in WINPACCS Accounting To do this, in the window Post voucher next to the field Recipient/depositor, a button is available to set the field to Partner.  Partners can be assigned in the following transaction categories: ▪4 Costs ▪6 Income ▪7 Advance payment ▪8 Funds received ▪9 Balancing of payables ▪11 Flexible posting |
Non-public |
Activate this setting so that this partner can not be assigned at project level in the function group Partners. The partner can then only be assigned to projects in central partner management. |
Country |
Enter the country in which the partner is based or active, depending on how your organisation uses the field. |