View Party 360
Party 360 is a tabbed profile for a customer or supplier so AP/AR and ops stop hunting across Inventory and Finance screens. Tabs that depend on a module soft-fail when that module is off — the rest of the profile still opens.
Who can see it
Users who manage parties can open Party 360.
Open Party 360
- Go to Master data → Parties.
- Open a party with the eye / View action, then choose Party 360, or
- Edit a party and click Party 360.
Tabs at a glance
| Tab | What you'll see |
|---|---|
| Overview | Contact details, balance snapshot, and aging buckets when Finance is on |
| Ledger & aging | Recent subledger lines, with a link to the full party ledger |
| Purchases / Sales | Recent bills |
| Expenses | Recent expenses for expense vendors linked to this party |
| Scorecard | Monthly supplier scores (Inventory + supplier/both); the badge colour uses your company supplier score floor |
| RTV | Return-to-vendor notes for the supplier |
| Recalls | Affected recall rows when the party is a customer |
| Compliance | FDA / CFIA / vendor tax fields — edit these via Party Edit |
Use Edit on the profile header to change master data. CRM contacts are not linked to ERP parties in this version.
:::tip Score floor is company-specific Supplier scorecard badge colours follow your company's supplier score floor setting — not a fixed number. :::