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How to Add a Business Partner

1. Click Business Partners and select Business Partner Master Data.

2. Business Partner Master Data window is on find mode by default. Press CTRL+A to
switch to add mode. (Note: If you want to switch back to find mode, press CTRL+F. To
determine which mode is currently running, check the buttons on the lower left of the
Business Partner Master Data window.)
3. Select the appropriate customer type.

4. Enter the code. Use the following naming conventions: customer code starts with c,
vendor code starts with v, and lead code starts with l. Press TAB key to move to the
next field or click the field you wish to input a data. (Note: Do NOT press the Enter key
after typing on a field. Pressing the Enter key activates the blue button on the
lower left of the Business Partner Master Data window. Since the Business
Partner Master Data window is currently on add mode, pressing Enter key will
automatically add the business partner.)
5. If you are done entering data, click Add. (Note: In this example, the owner is missing.
Click Yes on the message dialog box.)
6. To search the business partner you recently added, switch to find mode by pressing
Ctrl+F. Enter the business partner code and select the business partner type. Then click
Find. (Note: Business partner code and type should match to what you entered.
Entering a correct code but selecting a different type will result to a failed search
attempt.)

7. If you want to update the Business Partner Master Data, click on the field you wish to
update and enter the data. Business Partner Master Data window will automatically
switch to update mode. After entering data, click Update.

How to Add an Item

1. Click Inventory (or Stock Management) and select Item Master Data.
2. Item Master Data window is on find mode by default. Press CTRL+A to switch to add
mode. (Note: If you want to switch back to find mode, press CTRL+F. To determine
which mode is currently running, check the buttons on the lower left of the Item Master
Data window.)

3. Enter the item no. Press TAB key to move to the next field or click the field you wish to
input a data. (Note: Do NOT press the Enter key after typing on a field. Pressing the
Enter key activates the blue button on the lower left of the Item Master Data
window. Since the Item Master Data window is currently on add mode, pressing
Enter key will automatically add the item.)
4. If you change the Item Group, a system message will appear. Click Yes to continue.

5. After entering the necessary data, click Add.


6. To search the item you recently added, switch to find mode by pressing Ctrl+F. Enter
the item no. and click Find.

7. If you want to update the Item Master Data, click on the field you wish to update and
enter the data. Item Master Data window will automatically switch to update mode. After
entering data, click Update.

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