Business Partner Configuration
Customer Configuration
The Customer Configuration module allows administrators to define how Customer IDs are generated and organised in GEMS ERP. It enables the configuration of customer number ranges, customer classifications, and the assignment between classifications and numbering schemes, ensuring that every new customer receives a unique and structured identifier.
Purpose
Customer Configuration helps administrators to:
- Configure customer number ranges.
- Define customer partner classifications.
- Assign number ranges to customer classifications.
- Standardise customer identification.
- Ensure consistent customer master creation.
Navigation
Configuration Settings → Business Partner Configuration → Customer
Configuration Components
| Component | Description |
|---|---|
| Number Range | Defines the numbering sequence used for customer IDs. |
| Partner Classification | Creates customer categories such as Strategic, Premium, or Standard. |
| Assignment | Maps each customer classification to its corresponding number range. |
Best Practices
- Configure number ranges before creating customer records.
- Ensure each classification is linked to a valid number range.
- Avoid modifying number ranges after customer records exist.
- Periodically review configurations as business requirements change.
Supplier Configuration
The Supplier Configuration module defines how supplier records are identified and classified within GEMS ERP. Administrators configure supplier numbering intervals, supplier classifications, and their mappings to ensure consistent supplier master creation and procurement processes.
Purpose
Supplier Configuration enables administrators to:
- Configure supplier numbering.
- Create supplier classifications.
- Assign number ranges to classifications.
- Standardise supplier identification.
- Support procurement master data management.
Navigation
Configuration Settings → Business Partner Configuration → Supplier
Configuration Components
| Component | Description |
|---|---|
| Number Range | Defines supplier code generation. |
| Partner Classification | Defines supplier categories. |
| Assignment | Connects supplier classifications with number ranges. |
Best Practices
- Complete supplier configuration before creating supplier records.
- Use meaningful supplier classifications.
- Maintain unique numbering sequences.
- Review configurations periodically.
Contact Person Configuration
The Contact Person Configuration module manages the numbering configuration used for contact persons associated with customers and suppliers. Every contact person receives a unique system-generated contact code, providing consistent identification across the ERP system.
Purpose
This configuration helps administrators to:
- Configure contact person numbering.
- Maintain a unique contact code sequence.
- Standardise contact identification.
- Support customer and supplier contact management.
Navigation
Configuration Settings → Business Partner Configuration → Contact Person
Configuration Components
| Component | Description |
|---|---|
| Number Range | Defines the sequence used to generate Contact Person IDs. |
| Contact Person Code | Automatically assigns a unique code to each new contact person. |
Best Practices
- Configure the number range before creating contact persons.
- Maintain a single, continuous numbering sequence.
- Avoid changing numbering settings after records have been created.
- Periodically verify the numbering configuration to prevent overlaps.