Set up customers

Service Provisioning  •  Article  •  1/28/2026  • 

To classify a customer as own or third-party on the Customer Card page, follow these steps:

  1. On the General FastTab, in the Service Provisioning Type field, select Own or Third-Party.

    Updating the Service Provisioning Type field value affects only newly created documents, existing documents are not updated.

  2. In the Service Provisioning Vendor No. field, select a third-party vendor to link with.
    The system updates the Service Provisioning Vendor No. field value on the associated Vendor Card page.

    This field is available only when the Service Provisioning Type field value is set to _Third-Party_. If the field value is changed, the link made to the third-party vendor is removed.

  3. In the No. of Third-Parties field, the system updates the number third-party ownership relationships for a sales customer defined on the Third Party Customer Relationships page.

    This field value is applicable when the Service Provisioning Type field value is set to either Own or Third-Party.

  4. On the action bar, execute the Third Party Relationships to view the Third Party Customer Relationships page.

    The Third Party Customer Relationship page opens.

  5. Enter the following field values:

    FieldDescription
    Third Party No.Select the unique identification number of the third-party customer linked to this customer. This number is used to establish and track the relationship between the customer and the selected third party.
    Third Party NameSpecifies the name of the third-party customer associated with this customer. The name is automatically populated based on the selected Third-Party No. field value.
    DefaultSelect the checkbox to define whether this third-party customer is set as the default relationship for the customer.