Trading Partners

Unified customers, suppliers, and partner management.

Overview

This guide covers trading partners workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Partner master

Configure Partner master according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Credit terms

Configure Credit terms according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Contact roles

Configure Contact roles according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Cross-module usage

Configure Cross-module usage according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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Accounts Receivable

Customer invoices, collections, and receivables management.

CRM

Customer relationships, leads, opportunities, and pipeline.

Material Control

Warehouse management, stock transfers, and inventory control.
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