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How do I assign a business partner to a user?

Steps

  1. Open the entry of an existing user or add a new one.
  2. Go to the field Business Partner, enter a part of the required business partner name or number and click on the matching result in the drop-down list.
  3. metasfresh saves the progress automatically.

Note:
The user entry will now also appear under the record tab “Contact” at the bottom of the page of the respective business partner entry under “Business Partner” in the menu.

Example


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