Kelompok Partner Bisnis (jendela ID-192)
Dari iDempiere id
jendela: Kelompok Partner Bisnis
deskripsi: Maintain Business Partner Groups
membantu: The Business Partner Group window allows you to define the accounting parameters at a group level. If you define the accounting parameters for a group any Business Partner entered using this group will have these accounting parameters automatically populated. You can then make any modifications necessary at the Business Partner level.
TAB: Business Partner Group
deskripsi: Business Partner Groups for Reporting Accounting Defaults
membantu The Business Partner Group Tab allow for the association of business partners for reporting and accounting defaults.
Berkas:Kelompok Partner Bisnis - Business Partner Group - jendela (iDempiere 1.0.0).png
| nama | nama | deskripsi | membantu | spesifikasi |
|---|---|---|---|---|
| Client | Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID numeric(10) NOT NULL Table Direct |
| Search Key | Search Key | Search key for the record in the format required - must be unique | A search key allows you a fast method of finding a particular record.
If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
Value character varying(40) NOT NULL String |
| Name | Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | Name character varying(60) NOT NULL String |
| Description | Penjelasan | Optional short description of the record | A description is limited to 255 characters. | Description character varying(255) String |
| Active | Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive character(1) NOT NULL Yes-No |
| Default | Default | Default value | The Default Checkbox indicates if this record will be used as a default value. | IsDefault character(1) NOT NULL Yes-No |
| Print Color | Print Color | Color used for printing and display | Colors used for printing and display | AD_PrintColor_ID numeric(10) Table Direct |
| Priority Base | Priority Base | Base of Priority | When deriving the Priority from Importance, the Base is "added" to the User Importance. | PriorityBase character(1) List |
| Confidential Info | Confidential Info | Can enter confidential information | When entering/updating Requests over the web, the user can mark his info as confidential | IsConfidentialInfo character(1) NOT NULL Yes-No |
| Price List | Daftar Harga | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_ID numeric(10) Table Direct |
| Purchase Pricelist | Purchase Pricelist | Price List used by this Business Partner | Identifies the price list used by a Vendor for products purchased by this organization. | PO_PriceList_ID numeric(10) Table |
| Discount Schema | Discount Schema | Schema to calculate the trade discount percentage | After calculation of the (standard) price, the trade discount percentage is calculated and applied resulting in the final price. | M_DiscountSchema_ID numeric(10) Table |
| PO Discount Schema | PO Discount Schema | Schema to calculate the purchase trade discount percentage | null | PO_DiscountSchema_ID numeric(10) Table |
| Credit Watch % | Credit Watch % | Credit Watch - Percent of Credit Limit when OK switches to Watch | If Adempiere maintains credit status, the status "Credit OK" is moved to "Credit Watch" if the credit available reaches the percent entered. If not defined, 90% is used. | CreditWatchPercent numeric Number |
| Price Match Tolerance | Price Match Tolerance | PO-Invoice Match Price Tolerance in percent of the purchase price | Tolerance in Percent of matching the purchase order price to the invoice price. The difference is posted as Invoice Price Tolerance for Standard Costing. If defined, the PO-Invoice match must be explicitly approved, if the matching difference is greater then the tolerance. Example: if the purchase price is $100 and the tolerance is 1 (percent), the invoice price must be between $99 and 101 to be automatically approved. |
PriceMatchTolerance numeric Number |
| Dunning | Dunning | Dunning Rules for overdue invoices | The Dunning indicates the rules and method of dunning for past due payments. | C_Dunning_ID numeric(10) Table Direct |
TAB: Akunting
deskripsi: Define Accounting
membantu The Accounting Tab defines the default accounts for any business partner that references this group. These default values can be modified for each business partner if required.
Berkas:Kelompok Partner Bisnis - Akunting - jendela (iDempiere 1.0.0).png
| nama | nama | deskripsi | membantu | spesifikasi |
|---|---|---|---|---|
| Client | Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID numeric(10) NOT NULL Table Direct |
| Business Partner Group | Kelompok Partner Bisnis | Business Partner Group | The Business Partner Group provides a method of defining defaults to be used for individual Business Partners. | C_BP_Group_ID numeric(10) NOT NULL Table Direct |
| Accounting Schema | Skema Akunting | Aturan-aturan akunting | An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar | C_AcctSchema_ID numeric(10) NOT NULL Table Direct |
| Active | Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive character(1) NOT NULL Yes-No |
| Customer Receivables | Piutang Pelanggan | Account for Customer Receivables | The Customer Receivables Accounts indicates the account to be used for recording transaction for customers receivables. | C_Receivable_Acct numeric(10) NOT NULL Account |
| Receivable Services | Receivable Services | Customer Accounts Receivables Services Account | Account to post services related Accounts Receivables if you want to differentiate between Services and Product related revenue. This account is only used, if posting to service accounts is enabled in the accounting schema. | C_Receivable_Services_Acct numeric(10) Account |
| Customer Prepayment | Customer Prepayment | Account for customer prepayments | The Customer Prepayment account indicates the account to be used for recording prepayments from a customer. | C_Prepayment_Acct numeric(10) NOT NULL Account |
| Payment Discount Expense | Payment Discount Expense | Payment Discount Expense Account | Indicates the account to be charged for payment discount expenses. | PayDiscount_Exp_Acct numeric(10) NOT NULL Account |
| Write-off | Write-off | Account for Receivables write-off | The Write Off Account identifies the account to book write off transactions to. | WriteOff_Acct numeric(10) NOT NULL Account |
| Not-invoiced Receivables | Not-invoiced Receivables | Account for not invoiced Receivables | The Not Invoiced Receivables account indicates the account used for recording receivables that have not yet been invoiced. | NotInvoicedReceivables_Acct numeric(10) Account |
| Not-invoiced Revenue | Not-invoiced Revenue | Account for not invoiced Revenue | The Not Invoiced Revenue account indicates the account used for recording revenue that has not yet been invoiced. | NotInvoicedRevenue_Acct numeric(10) Account |
| Unearned Revenue | Unearned Revenue | Account for unearned revenue | The Unearned Revenue indicates the account used for recording invoices sent for products or services not yet delivered. It is used in revenue recognition | UnEarnedRevenue_Acct numeric(10) NOT NULL Account |
| Vendor Liability | Vendor Liability | Account for Vendor Liability | The Vendor Liability account indicates the account used for recording transactions for vendor liabilities | V_Liability_Acct numeric(10) NOT NULL Account |
| Vendor Service Liability | Vendor Service Liability | Account for Vender Service Liability | The Vendor Service Liability account indicates the account to use for recording service liabilities. It is used if you need to distinguish between Liability for products and services | V_Liability_Services_Acct numeric(10) NOT NULL Account |
| Vendor Prepayment | Vendor Prepayment | Account for Vendor Prepayments | The Vendor Prepayment Account indicates the account used to record prepayments from a vendor. | V_Prepayment_Acct numeric(10) NOT NULL Account |
| Payment Discount Revenue | Payment Discount Revenue | Payment Discount Revenue Account | Indicates the account to be charged for payment discount revenues. | PayDiscount_Rev_Acct numeric(10) NOT NULL Account |
| Not-invoiced Receipts | Not-invoiced Receipts | Account for not-invoiced Material Receipts | The Not Invoiced Receipts account indicates the account used for recording receipts for materials that have not yet been invoiced. | NotInvoicedReceipts_Acct numeric(10) NOT NULL Account |
| Copy Accounts | Copy Accounts | Copy and overwrite Accounts to Business Partners of this group | null | Processing character(1) Button |
TAB: Assigned Partners
deskripsi: Business Partners in Group
membantu null
Berkas:Kelompok Partner Bisnis - Assigned Partners - jendela (iDempiere 1.0.0).png
| nama | nama | deskripsi | membantu | spesifikasi |
|---|---|---|---|---|
| Client | Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID numeric(10) NOT NULL Table Direct |
| Business Partner Group | Kelompok Partner Bisnis | Business Partner Group | The Business Partner Group provides a method of defining defaults to be used for individual Business Partners. | C_BP_Group_ID numeric(10) NOT NULL Table Direct |
| Search Key | Search Key | Search key for the record in the format required - must be unique | A search key allows you a fast method of finding a particular record.
If you leave the search key empty, the system automatically creates a numeric number. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
Value character varying(40) NOT NULL String |
| Greeting | Greeting | Greeting to print on correspondence | The Greeting identifies the greeting to print on correspondence. | C_Greeting_ID numeric(10) Table Direct |
| Name | Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | Name character varying(60) NOT NULL String |
| Name 2 | Name 2 | Additional Name | null | Name2 character varying(60) String |
| Description | Penjelasan | Optional short description of the record | A description is limited to 255 characters. | Description character varying(255) String |
| Active | Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive character(1) NOT NULL Yes-No |
| Summary Level | Summary Level | This is a summary entity | A summary entity represents a branch in a tree rather than an end-node. Summary entities are used for reporting and do not have own values. | IsSummary character(1) NOT NULL Yes-No |
| Credit Status | Status Kredit | Business Partner Credit Status | Credit Management is inactive if Credit Status is No Credit Check, Credit Stop or if the Credit Limit is 0.
If active, the status is set automatically set to Credit Hold, if the Total Open Balance (including Vendor activities) is higher then the Credit Limit. It is set to Credit Watch, if above 90% of the Credit Limit and Credit OK otherwise. |
SOCreditStatus character(1) List |
| Open Balance | Saldo Mula-Mula | Total Open Balance Amount in primary Accounting Currency | The Total Open Balance Amount is the calculated open item amount for Customer and Vendor activity. If the Balance is below zero, we owe the Business Partner. The amout is used for Credit Management.
Invoices and Payment Allocations determine the Open Balance (i.e. not Orders or Payments). |
TotalOpenBalance numeric Amount |
| Tax ID | Tax ID | Tax Identification | The Tax ID field identifies the legal Identification number of this Entity. | TaxID character varying(20) String |
| SO Tax exempt | Tax exempt | Business partner is exempt from tax | If a business partner is exempt from tax, the exempt tax rate is used. For this, you need to set up a tax rate with a 0% rate and indicate that this is your tax exempt rate. This is required for tax reporting, so that you can track tax exempt transactions. | IsTaxExempt character(1) Yes-No |
| D-U-N-S | D-U-N-S | Dun & Bradstreet Number | Used for EDI - For details see www.dnb.com/dunsno/list.htm | DUNS character(11) String |
| Reference No | Reference No | Your customer or vendor number at the Business Partner's site | The reference number can be printed on orders and invoices to allow your business partner to faster identify your records. | ReferenceNo character varying(40) String |
| NAICS/SIC | NAICS/SIC | Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html | The NAICS/SIC identifies either of these codes that may be applicable to this Business Partner. | NAICS character(6) String |
| Rating | Rating | Classification or Importance | The Rating is used to differentiate the importance | Rating character(1) String |
| URL | URL | URL | The URL defines an online address for this Business Partner. | URL character varying(120) URL |
| Language | Language | Language for this Business Partner if Multi-Language enabled | The Language identifies the language to use for display and formatting documents. It requires, that on Client level, Multi-Lingual documents are selected and that you have created/loaded the language. | AD_Language character varying(6) Table |
| Prospect | Active Prospect/Customer | Indicates a Prospect or Customer | The Prospect checkbox indicates an entity that is an active prospect or customer. | IsProspect character(1) NOT NULL Yes-No |
| Potential Life Time Value | Potential Life Time Value | Total Revenue expected | The Potential Life Time Value is the anticipated revenue in primary accounting currency to be generated by the Business Partner. | PotentialLifeTimeValue numeric Amount |
| Actual Life Time Value | Nilai Aktual Seumur Hidup | Actual Life Time Revenue | The Actual Life Time Value is the recorded revenue in primary accounting currency generated by the Business Partner. | ActualLifeTimeValue numeric Amount |
| Acquisition Cost | Acquisition Cost | The cost of gaining the prospect as a customer | The Acquisition Cost identifies the cost associated with making this prospect a customer. | AcqusitionCost numeric Costs+Prices |
| Employees | Employees | Number of employees | Indicates the number of employees for this Business Partner. This field displays only for Prospects. | NumberEmployees numeric(10) Integer |
| Share | Share | Share of Customer's business as a percentage | The Share indicates the percentage of this Business Partner's volume of the products supplied. | ShareOfCustomer numeric(10) Integer |
| Sales Volume in 1.000 | Sales Volume in 1.000 | Total Volume of Sales in Thoisand of Currency | The Sales Volume indicates the total volume of sales for a Business Partner. | SalesVolume numeric(10) Integer |
| First Sale | First Sale | Date of First Sale | The First Sale Date identifies the date of the first sale to this Business Partner | FirstSale timestamp without time zone Date |
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