Parties & Party Groups

Customers, company groups, multiple plant addresses, and GSTIN management.

Customer and vendor accounts are structured in a two-tier hierarchy: Party Groups (canonical customer company names) and Parties (specific billing offices, consignee delivery plants, contact details, and GSTINs).

Two-Tier Customer Model

Party Group: The parent customer company (e.g. Apollo Tyres, Cargill India Pvt. Ltd., Reliance Industries). Industry sectors are derived dynamically from the active customer party records under each company group. Company names are automatically normalized with proper capitalization and standard corporate suffixes.
Party: An individual customer branch, billing address, and plant location under a Party Group. A company with multiple manufacturing plants or state offices maintains separate Party records sharing the same parent Party Group.
Contacts: Associated contact persons (PartyContact). Each Party maintains contact representatives (enquiry coordinators, commercial buyers, or plant managers) with contact name, phone, and email. Sales orders associate specific buyer and delivery site contacts from the party’s contact list.

Enquiries are matched to Party Groups and Parties read-only: a match never creates or edits a record. See Inbox.

Addresses & GST Place of Supply

A Party record holds the primary Billing Address along with state, city, pincode, industry sector, and 15-character GSTIN. The place of supply for GST is the state chosen on the quotation header (R86). Picking a party on a quotation fills it with that party’s state, and it can be changed there. The delivery address and the GSTIN do not decide it, and neither does the home office of the salesperson.

Commercial & Credit Terms

Each Party branch record specifies whether credit is permitted (Credit Allowed) and the maximum permitted payment duration in days (Credit Days, e.g. 30, 45, or 60 days). When credit is disabled, credit days remain unset or zero.

Validation, Creation, and Duplicate Handling

Company Combobox: The Company field allows quick search of registered companies or immediate inline creation with a single click (Use “...”).
GSTIN Quick Selection & Sector Filtering: GSTIN suggestions appear when a company is selected and are filtered dynamically by the chosen industry sector.
Smart Duplicate Warning: Before saving, the platform verifies whether an existing branch record for the same company group, sector and location (city, state and pincode), with the same GSTIN or, when none is typed, the same billing address, already exists, presenting a warning dialog that gives maintainers the choice to Continue Anyway or Discard / Cancel.

Who Uses It

Commercial master maintainers (party:view / party:create / party:edit / party:delete) manage Party Groups and Parties. The commercial party catalogue is global master data across sales offices.