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Add a New Partner

1

Navigate to Partner Management

BD PM Nav
2

Select Create Business Partner

BD PM Add
3

Fill in the required information

BD PM Add C
Select Save to complete or Cancel to exit without saving changes. 

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Information

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Edit Partner Information

1

Select a Partner

BD PM Select
2

Navigate to Information

BD PM I Nav
3

Select Edit

BD PM Edit
4

Fill in the required information

BD PM Edit C
Select Update to complete or Cancel to exit without saving changes. 

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View Partnership History

1

Navigate to Information

BD PM I Nav
2

Select a partnership type

BD PM I P Type

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Contacts

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Add a Contact

1

Select Contacts

BD PM Contact
2

Select Create Contact

BD PM Contact A
3

Fill in the required information

BD PM A Contact C

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Documents

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Add a Document

1

Select Documents

BD PM Docs
2

Select Add

BD PM Docs A
3

Select a document type

BD PM Docs Type
4

Fill in the required information

Select Save to complete or Cancel to exit without saving changes. 

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Delete a Partner

1

Select the Delete icon

BD PM Delete
2

Confirm the action

BD PM Delete C
Select Delete to complete or Cancel to exit without saving changes. 

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Deactivate a Partner

1

Select a Partner

BD PM Select
2

Select Deactivate

BD PM Deact
3

Confirm the action

BD PM Deact C
Select Deactivate to complete or Cancel to exit without saving changes.