Partner data

List of fields on the Partner Data screen
Field	Description
Is Business Unit	Indicates that the partner is a business unit and that there is no account ID in the back office. If this check box is selected, you don't have to enter a Sage Account Id and Billing to customer is automatically selected.
Is T&B Business Unit	Indicates that the partner is a Try & Buy business unit. If this checkbox is selected, all try and buy customers are linked to the business unit.
Sage Account Id	The back office ID for this partner. It establishes a link between the portal and the back office. If Is Business Unit is not selected, this field is mandatory.
Name	The partner's name.
Address 1	The first line of the partner's address.
Address 2	The second line of the partner's address.
City	The city in which the partner is located.
Region	The region in which the partner is located.
Postal code	The postal code of the partner's address.
Country	The country in which the partner is located.
Comments	Enter comments relating to the partner. For example, the business type.
Billing to customer	The billing method used for the subscription. This is automatically selected if you select Is Business Unit. Selected indicates that the customer is billed and lets you enter billing data, and bank account information on the Customer Details screen. Not selected indicates that the partner is billed and lets you enter billing data, and bank account information on the Partner details screen.

Is Business Unit

Indicates that the partner is a business unit and that there is no account ID in the back office. If this check box is selected, you don't have to enter a Sage Account Id and Billing to customer is automatically selected.

Is T&B Business Unit

Indicates that the partner is a Try & Buy business unit. If this checkbox is selected, all try and buy customers are linked to the business unit.

Sage Account Id

The back office ID for this partner. It establishes a link between the portal and the back office. If Is Business Unit is not selected, this field is mandatory.

Name

The partner's name.

Address 1

The first line of the partner's address.

Address 2

The second line of the partner's address.

City

The city in which the partner is located.

Region

The region in which the partner is located.

Postal code

The postal code of the partner's address.

Country

The country in which the partner is located.

Comments

Enter comments relating to the partner. For example, the business type.

Billing to customer

The billing method used for the subscription. This is automatically selected if you select Is Business Unit.

Selected indicates that the customer is billed and lets you enter billing data, and bank account information on the Customer Details screen.
Not selected indicates that the partner is billed and lets you enter billing data, and bank account information on the Partner details screen.