How to Use Business Partner Info Window in iDempiere

The Business Partner Info window is an inquiry screen in iDempiere that consolidates all transactional history for a single customer or vendor. In retail operations, store and support staff use it to pull up a customer’s requests, assets, payments, invoices, shipments, and orders without opening separate windows. This speeds up customer service, credit checks, and order follow-up, and reduces errors caused by working from incomplete or outdated records.

Process Flow

Business Rules

• Only records tied to the selected Business Partner are displayed across all tabs.
• Active records are available for lookup; inactive records are excluded from results.
• Each sub-tab filters by Tenant and Organization automatically.
• Document Status reflects the live state of Orders, Invoices, Shipments, and Payments.
• Partner Requests show open and closed service cases linked to the partner.
• Partner Assets list only products already sold to or registered for the partner.
• Data shown is read-derived from source documents; it cannot be edited from this window.
• Sales Representative field helps route follow-up to the correct staff member.

Prerequisites

• Business Partner record configured with a valid Search Key and Group.
• Organization and Tenant configured for the retail store or business unit.
• Document Types configured for Orders, Invoices, Shipments, and Payments.
• Greeting configured if customer correspondence fields are used.
• At least one completed transaction (order, invoice, payment, or shipment) exists for meaningful results.

Navigation

Menu → Partner Relations → Business Partner Info

Configuration Steps

Step 1: Open Partner Selection

Search for the business partner by name or search key, select the correct record, then choose a sub-tab from the drop-down list to view related documents.

Step 2: Review Partner Requests

Select Partner Requests, then review Status, Priority, and Due Type to see which cases are open, overdue, or awaiting a response.

Field Reference Table

Field	Sample Value	Description
Request Type	Complaint	Classifies the nature of the request
Status	Open	Current state of the service case
Priority	High	Urgency assigned to the request
Sales Representative	S. Kumar	Staff member responsible for follow-up
Date Next Action	20-08-2026	When the next follow-up is due

Step 3: Review Partner Assets

Select Partner Assets and check Product, Serial No, In Service Date, and Guarantee Date to confirm the item and its warranty window.

Field Reference Table

Field	Sample Value	Description
Asset Group	Electronics	Category the asset belongs to
Product	LED TV 43″	Item registered to the partner
Serial No	SN-88213	Unique identifier for the unit
In Service Date	01-03-2026	Date the item became active
Guarantee Date	01-03-2027	Warranty expiry date

Step 4: Review Partner Payments

Select Partner Payments and check Document Status, Payment Amount, and Currency against the customer’s claim before taking further action.

Field Reference Table

Field	Sample Value	Description
Document Type	AR Receipt	Type of payment document
Document Status	Completed	Current processing state
Transaction Date	15-08-2026	Date the payment was recorded
Payment Amount	5,000.00	Amount received from the partner
Write-off Amount	0.00	Amount written off, if any

Step 5: Review Partner Invoices

Select Partner Invoices and check Paid, In Dispute, and Grand Total to identify outstanding balances tied to the partner.

Field Reference Table

Field	Sample Value	Description
Document Type	AR Invoice	Type of billing document
Document Status	Completed	Current processing state
Paid	No	Whether the invoice is settled
In Dispute	No	Flags a contested invoice
Grand Total	12,500.00	Total invoice amount

Step 6: Review Partner Shipments

Select Partner Shipments and check Movement Type, Movement Date, and Warehouse to confirm what was delivered and from where.

Field Reference Table

Field	Sample Value	Description
Document Type	MM Shipment	Type of movement document
Movement Type	Customer Shipment	Direction of stock movement
Movement Date	16-08-2026	Date goods were moved
Warehouse	Main Store WH	Source warehouse for the shipment

Step 7: Review Partner Orders

Select Partner Orders and check Document Status, Delivery Rule, Payment Rule, and Grand Total to understand how the order was fulfilled and billed.

Field Reference Table

Field	Sample Value	Description
Document Type	Standard Order	Type of sales document
Delivery Rule	Availability	Determines when goods are delivered
Payment Rule	On Credit	How the order is expected to be paid
Price List	Retail Store PL	Pricing applied to the order
Grand Total	8,750.00	Total value of the order

Common Issues and Resolutions

Issue	Cause	Resolution
No records appear in a sub-tab	Partner has no transactions of that document type	Confirm the transaction exists in the source window before searching here
Wrong partner data displayed	Duplicate Business Partner records exist	Merge or deactivate duplicate partner records
Payments not visible	Payment posted under a different Organization	Check Organization filter matches the payment’s Organization
Invoice shows as unpaid incorrectly	Payment allocation not yet completed	Complete payment allocation in AR Receipt or Allocation window
Asset not listed for a sold product	Asset record was never created after the sale	Create the asset manually or verify automatic asset generation settings
Shipment missing for a delivered order	Shipment document still in Draft status	Complete and process the shipment document
Request not showing latest status	Cached tab not refreshed after update	Refresh the tab or reopen Business Partner Info
Search Key returns no partner	Business Partner is inactive	Reactivate the Business Partner record if the customer is still valid

Next Steps

• Business Partner (Customer/Vendor) window – maintain core partner details.
• Business Partner Group – confirm pricing and accounting defaults.
• Request window – create or update service cases directly.
• AR Receipt window – process new customer payments.
• Sales Order window – create new orders for the reviewed partner.