业务伙伴 (窗口 ID-123)
窗口: 业务伙伴
描述: 维护业务伙伴
幫助: The Business Partner window allows you do define any party with whom you transact. This includes customers, vendors and employees. Prior to entering or importing products, you must define your vendors. Prior to generating Orders you must define your customers. This window holds all information about your business partner and the values entered will be used to generate all document transactions
TAB: 业务伙伴
描述: 业务伙伴
幫助 The Business Partner Tab defines any Entity with whom an organization transacts.
File:业务伙伴 - 业务伙伴 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 检索关键字 | 记录的检索关键字在格式上是必须的 -并且必须唯一 | 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 |
| Employee | 雇员 | 表明此业务伙伴为一个雇员 | The Employee checkbox indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee. | IsEmployee character(1) NOT NULL Yes-No |
| Greeting | 称谓 | Greeting to print on correspondence | The Greeting identifies the greeting to print on correspondence. | C_Greeting_ID numeric(10) Table Direct |
| Name | 名称 | 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 | 命名 2 | 附加的名字 | null | Name2 character varying(60) String |
| Description | 描述 | 该记录的可选描述 | 描述最多为 255 个字符。 | Description character varying(255) String |
| Active | 有效 | 本记录有效 | 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 | 汇总级别 | 这是父类实体 | 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 | Credit Status | Sales Credit Status | For Documentation only | SOCreditStatus character(1) List |
| Open Balance | Open Balance | 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 | 税号 | 税务号 | The Tax ID field identifies the legal Identification number of this Entity. | TaxID character varying(20) String |
| SO Tax exempt | 免税业务伙伴 | 业务伙伴免税 | 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 |
| PO Tax exempt | PO Tax exempt | Business partner is exempt from tax on purchases | If a business partner is exempt from tax on purchases, 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. | IsPOTaxExempt character(1) NOT NULL Yes-No |
| Tax Group | Tax Group | null | null | C_TaxGroup_ID numeric(10) Table Direct |
| D-U-N-S | 催讨 | 催促者 &Bradstreet 数字 | Used for EDI - For details see www.dnb.com dunsno list.htm | DUNS character(11) String |
| Reference No | 引用号 | Your customer or vendor number at the Business Partner's site 你在业务伙伴那里的客户号或供应商号。 | 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 | 等级 | 分类或重要 | The Rating is used to differentiate the importance | Rating character(1) String |
| Business Partner Group | 业务伙伴组 | 业务伙伴组ID | The Business Partner Group ID provides a method of defining defaults to be used for individual Business Partners. | C_BP_Group_ID numeric(10) NOT NULL Table Direct |
| 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 |
| URL | 网址 | 网址 | The URL defines an online address for this Business Partner. | URL character varying(120) URL |
| Prospect | 有效视图 Active Prospect/Customer | Indicates a Prospect as opposed to an active Customer | The Prospect checkbox indicates an entity that is an active prospect but is not yet a customer. | IsProspect character(1) NOT NULL Yes-No |
| Link Organization | Link Organization | Link Business Partner to an Organization | If the Business Partner is another Organization, select the Organization or set to empty to create a new Organization. You link a Business Partner to an Organization to create explicit Documents for Inter-Org transaction.
If you create a new Organization, you may supply a Organization Type. If you select a Role, the access to the new Organization is limited to that role, otherwise all (non manual) roles of the Client will have access to the new Organization. |
AD_OrgBP_ID numeric(10) Button |
| Potential Life Time Value | 潜在价值 | 总收入预期 | The Potential Life Time Value is the anticipated revenue to be generated by this Business Partner. | PotentialLifeTimeValue numeric Amount |
| Actual Life Time Value | 实际价值 | 实际收入 | The Actual Life Time Value is the recorded revenue to be generated by this Business Partner. | ActualLifeTimeValue numeric Amount |
| Acquisition Cost | 获得成本 | 使潜在客户成为客户的成本 | The Acquisition Cost identifies the cost associated with making this prospect a customer. | AcqusitionCost numeric Costs+Prices |
| Employees | 职员数 | 职员的人数 | Indicates the number of employees for this Business Partner. This field displays only for Prospects. | NumberEmployees numeric(10) Integer |
| Share | 提成比例 | 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 | 销售体积 | 总体积的销售 | The Sales Volume indicates the total volume of sales for a Business Partner. | SalesVolume numeric(10) Integer |
| First Sale | 首次销售 | 首次销售日期 | The First Sale Date identifies the date of the first sale to this Business Partner | FirstSale timestamp without time zone Date |
| Logo | Logo | null | null | Logo_ID numeric(10) Image |
TAB: 客户
描述: 定义客户参数
幫助 The Customer Tab defines a Business Partner who is a customer of this organization. If the Customer check box is selected then the necessary fields will display.
File:业务伙伴 - 客户 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 检索关键字 | 记录的检索关键字在格式上是必须的 -并且必须唯一 | 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 | 名称 | 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 |
| Active | 有效 | 本记录有效 | 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 | 客户 | Indicates if this Business Partner is a Customer | The Customer checkbox indicates if this Business Partner is a customer. If it is select additional fields will display which further define this customer. | IsCustomer character(1) NOT NULL Yes-No |
| Document Copies | 文件份数 | Number of copies to be printed | The Document Copies indicates the number of copies of each document that will be generated. | DocumentCopies numeric(10) Integer |
| Invoice Rule | 发票规则 | Frequency and method of invoicing | The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. | InvoiceRule character(1) List |
| Invoice Schedule | 发票排程 | Schedule for generating Invoices | The Invoice Schedule identifies the frequency used when generating invoices. | C_InvoiceSchedule_ID numeric(10) Table Direct |
| Delivery Rule | 配送规则 | Defines the timing of Delivery | The Delivery Rule indicates when an order should be delivered. For example should the order be delivered when the entire order is complete, when a line is complete or as the products become available. | DeliveryRule character(1) List |
| Delivery Via | 配送方法 | 定单配送方法 | The Delivery Via indicates how the products should be delivered. For example, will the order be picked up or shipped. | DeliveryViaRule character(1) List |
| Price List | 价目表 | 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 |
| Discount Schema | 打折模式 | 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 |
| Flat Discount % | 直线折扣 % | 直线的折扣百分比 | null | FlatDiscount numeric Number |
| Payment Rule | 付款规则 | 你如何支付发票 | The Payment Rule indicates the method of invoice payment. | PaymentRule character(1) List |
| Payment Term | 付款条款 | The terms for Payment of this transaction | Payment Terms identify the method and timing of payment for this transaction. | C_PaymentTerm_ID numeric(10) Table |
| Sales Representative | 销售代表 | Sales Representative or Company Agent | The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. | SalesRep_ID numeric(10) Table |
| Dunning | 催讨 | 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 |
| Order Reference | 定单引用 | Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner | The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window. | POReference character varying(20) String |
| Discount Printed | 打印折扣 | Print Discount on Invoice and Order | The Discount Printed Checkbox indicates if the discount will be printed on the document. | IsDiscountPrinted character(1) Yes-No |
| Order Description | 定单描述 | Description to be used on orders | The Order Description identifies the standard description to use on orders for this Customer. | SO_Description character varying(255) String |
| Invoice Print Format | 发票打印格式 | Print Format for printing Invoices | You need to define a Print Format to print the document. | Invoice_PrintFormat_ID numeric(10) Table |
| Min Shelf Life % | Min Shelf Life % | Minimum Shelf Life in percent based on Product Instance Guarantee Date | Miminum Shelf Life of products with Guarantee Date instance. If > 0 you cannot select products with a shelf life ((Guarantee Date-Today) / Guarantee Days) less than the minum shelf life, unless you select "Show All" | ShelfLifeMinPct numeric(10) Integer |
| Credit Limit | 信用额度 | Total outstanding invoice amounts allowed | The Credit Limit indicates the total amount allowed 'on account'. If this is exceeded a warning message will be generated. | SO_CreditLimit numeric Amount |
| Credit Used | 已用信用 | 当前未结余款 | The Credit Used indicates the total amount of open or unpaid invoices for this Business Partner. | SO_CreditUsed numeric Amount |
| Dunning Grace Date | Dunning Grace Date | null | null | DunningGrace date Date |
| Customer Profile ID | Customer Profile ID | null | null | CustomerProfileID character varying(60) String |
TAB: 客户会计
描述: 定义客户会计
幫助 The Customer Accounting Tab defines the default accounts to use when this business partner is referenced on an accounts receivable transaction.
File:业务伙伴 - 客户会计 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 业务伙伴 | 标识业务伙伴 | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) NOT NULL Table Direct |
| Accounting Schema | 会计模式 | 帐户的规则 | 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 | 有效 | 本记录有效 | 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 | 客户应收帐款 | 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) 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 | 客户预付款 | 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) Account |
TAB: 供应商
描述: 定义供应商参数
幫助 The Vendor Tab defines a Business Partner that is a Vendor for this Organization. If the Vendor check box is selected the necessary fields will display.
File:业务伙伴 - 供应商 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 检索关键字 | 记录的检索关键字在格式上是必须的 -并且必须唯一 | 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 | 名称 | 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 |
| Active | 有效 | 本记录有效 | 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 |
| Vendor | 供应商 | Indicates if this Business Partner is a Vendor | The Vendor checkbox indicates if this Business Partner is a Vendor. If it is selected, additional fields will display which further identify this vendor. | IsVendor character(1) NOT NULL Yes-No |
| Sales Representative | 销售代表 | Indicates if the employee is a sales representative or company agent | The Sales Rep checkbox indicates if this employee is also a sales representative. | IsSalesRep character(1) NOT NULL Yes-No |
| Payment Rule | 付款规则 | 采购付款选项 | The Payment Rule indicates the method of purchase payment. | PaymentRulePO character(1) List |
| PO Payment Term | 采购定单付款条款 | Payment rules for a purchase order | The PO Payment Term indicates the payment term that will be used when this purchase order becomes an invoice. | PO_PaymentTerm_ID numeric(10) Table |
| Purchase Pricelist | 采购价目表 | 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 |
| PO Discount Schema | 采购定单折扣模式 | Schema to calculate the purchase trade discount percentage | null | PO_DiscountSchema_ID numeric(10) Table |
| Is Manufacturer | Is Manufacturer | Indicate role of this Business partner as Manufacturer | null | IsManufacturer character(1) Yes-No |
TAB: 供应商会计
描述: 定义供应商会计
幫助 The Vendor Accounting Tab defines the default accounts to use when this business partner is referenced in an accounts payable transaction.
File:业务伙伴 - 供应商会计 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 业务伙伴 | 标识业务伙伴 | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) NOT NULL Table Direct |
| Accounting Schema | 会计模式 | 帐户的规则 | 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 | 有效 | 本记录有效 | 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 |
| Vendor Liability | 供应商负债 | 供应商负债帐户 | The Vendor Liability account indicates the account used for recording transactions for vendor liabilities | V_Liability_Acct numeric(10) Account |
| Vendor Service Liability | 供应商服务负债 | 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) Account |
| Vendor Prepayment | 供应商预付款 | Account for Vendor Prepayments | The Vendor Prepayment Account indicates the account used to record prepayments from a vendor. | V_Prepayment_Acct numeric(10) Account |
TAB: 职员
描述: 定义职员参数
幫助 The Employee Tab defines a Business Partner who is an Employee of this organization. If the Employee is also a Sales Representative then the check box should be selected.
File:业务伙伴 - 职员 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 检索关键字 | 记录的检索关键字在格式上是必须的 -并且必须唯一 | 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 | 名称 | 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 |
| Active | 有效 | 本记录有效 | 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 |
| Employee | 雇员 | 表明此业务伙伴为一个雇员 | The Employee checkbox indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee. | IsEmployee character(1) NOT NULL Yes-No |
| Sales Representative | 销售代表 | Indicates if the employee is a sales representative or company agent | The Sales Rep checkbox indicates if this employee is also a sales representative. | IsSalesRep character(1) NOT NULL Yes-No |
TAB: 职员会计
描述: 定义职员会计
幫助 The Employee Accounting Tab defines the default accounts to use when this business partner is referenced on a expense reimbursement.
File:业务伙伴 - 职员会计 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| 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 | Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) NOT NULL Table Direct |
| Accounting Schema | Accounting Schema | Rules for accounting | 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 |
| Employee Expense | Employee Expense | Account for Employee Expenses | The Employee Expense Account identifies the account to use for recording expenses for this employee. | E_Expense_Acct numeric(10) Account |
| Employee Prepayment | Employee Prepayment | Account for Employee Expense Prepayments | The Employee Prepayment Account identifies the account to use for recording expense advances made to this employee. | E_Prepayment_Acct numeric(10) Account |
TAB: 银行帐户
描述: 定义银行帐户
幫助 The Define Bank Account Tab defines the banking information for this business partner. This data is used for processing payments and remittances.
File:业务伙伴 - 银行帐户 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 业务伙伴 | 标识业务伙伴 | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) NOT NULL Search |
| User/Contact | 客户或联系人 | User within the system - Internal or Business Partner Contact | The User identifies a unique user in the system. This could be an internal user or a business partner contact | AD_User_ID numeric(10) Table Direct |
| Active | 有效 | 本记录有效 | 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 |
| ACH | ACH | 自动票据交换所 | The ACH checkbox indicates if this Bank Account accepts ACH transactions. | IsACH character(1) NOT NULL Yes-No |
| Account Usage | Account Usage | Business Partner Bank Account usage | Determines how the bank account is used. | BPBankAcctUse character(1) List |
| Bank | 银行 | 银行 | The Bank is a unique identifier of a Bank for this Organization or for a Business Partner with whom this Organization transacts. | C_Bank_ID numeric(10) Search |
| Bank Account Type | 银行帐户类型 | 银行帐户类型 | The Bank Account Type field indicates the type of account (savings, checking etc) this account is defined as. | BankAccountType character(1) List |
| Routing No | 路由号 | 银行工作路明细排定数字 | The Bank Routing Number (ABA Number) identifies a legal Bank. It is used in routing checks and electronic transactions. | RoutingNo character varying(20) String |
| Account No | 帐户号 | 帐户数字 | The Account Number indicates the Number assigned to this account | AccountNo character varying(20) String |
| Credit Card | 信用卡 | Credit Card (Visa, MC, AmEx) | The Credit Card drop down list box is used for selecting the type of Credit Card presented for payment. | CreditCardType character(1) List |
| Number | 卡号 | 信用卡号 | The Credit Card number indicates the number on the credit card, without blanks or spaces. | CreditCardNumber character varying(20) String |
| Verification Code | 信用卡确认 | Verification code on credit card | The Credit Card Verification indicates the verification code on the credit card (AMEX 4 digits on front; MC,Visa 3 digits back) | CreditCardVV character varying(4) String |
| Exp. Month | Exp. Month | 期满月 | The Expiry Month indicates the expiry month for this credit card. | CreditCardExpMM numeric(10) Integer |
| Exp. Year | Exp. Year | 期满年 | The Expiry Year indicates the expiry year for this credit card. | CreditCardExpYY numeric(10) Integer |
| Account Name | 帐户名字 | Name on Credit Card or Account holder | The Name of the Credit Card or Account holder. | A_Name character varying(60) String |
| Account Street | 帐户街道 | Street address of the Credit Card or Account holder | The Street Address of the Credit Card or Account holder. | A_Street character varying(60) String |
| Account City | 帐户城市 | City or the Credit Card or Account Holder | The Account City indicates the City of the Credit Card or Account holder | A_City character varying(60) String |
| Account Zip/Postal | Account Zip Postal | Zip Code of the Credit Card or Account Holder | The Zip Code of the Credit Card or Account Holder. | A_Zip character varying(20) String |
| Account State | 帐户州 | State of the Credit Card or Account holder | The State of the Credit Card or Account holder | A_State character varying(40) String |
| Account Country | 帐户国家 | 国家 | 帐户国家名字 | A_Country character varying(40) String |
| Driver License | 驾驶者执照 | Payment Identification - Driver License | The Driver's License being used as identification. | A_Ident_DL character varying(20) String |
| Social Security No | 社会保险号 | Payment Identification - Social Security No | The Social Security number being used as identification. | A_Ident_SSN character varying(20) String |
| Account EMail | 帐户电子邮件 | 电子邮件地址 | The EMail Address indicates the EMail address off the Credit Card or Account holder. | A_EMail character varying(60) String |
| Address verified | 地址已验证 | This address has been verified | The Address Verified indicates if the address has been verified by the Credit Card Company. | R_AvsAddr character(1) List |
| Zip verified | 邮编已验证 | The Zip Code has been verified | The Zip Verified indicates if the zip code has been verified by the Credit Card Company. | R_AvsZip character(1) List |
| Customer Payment Profile ID | Customer Payment Profile ID | null | null | CustomerPaymentProfileID character varying(60) String |
TAB: 位置
描述: 定义位置
幫助 The Location Tab defines the physical location of a business partner. A business partner may have multiple location records.
File:业务伙伴 - 位置 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 业务伙伴 | 标识业务伙伴 | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) NOT NULL Search |
| Name | 名称 | 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 |
| Active | 有效 | 本记录有效 | 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 |
| Address | 地址 | 位置或地址 | The Location Address field defines the location of an entity. | C_Location_ID numeric(10) Location (Address) |
| Phone | 电话 | 电话号码 | The Phone field identifies a telephone number | Phone character varying(40) String |
| 2nd Phone | 可选电话 | Identifies an alternate telephone number. | The 2nd Phone field identifies an alternate telephone number. | Phone2 character varying(40) String |
| Fax | 传真 | 传真号 | The Fax identifies a facsimile number for this Business Partner or Location | Fax character varying(40) String |
| ISDN | ISDN | ISDN或拨号 | The ISDN identifies a ISDN or Modem line number. | ISDN character varying(40) String |
| Ship Address | 发运地址 | Business Partner address to ship goods to | The Ship to Address checkbox indicates if this location is the address to use when shipping orders to this Business Partner. | IsShipTo character(1) NOT NULL Yes-No |
| Invoice Address | 帐单接收地址 | Indicates that this address is the Bill to Address | The Bill to Address checkbox indicates if this location is the Bill to Address for this Business Partner | IsBillTo character(1) NOT NULL Yes-No |
| Pay-From Address | 支付来自地址 | Business Partner pays from that address and we'll send dunning letters there | The Pay From Address checkbox indicates if this location is the address the Business Partner pays from and where dunning letters will be sent. | IsPayFrom character(1) NOT NULL Yes-No |
| Remit-To Address | 免除-到地址 | 付款地址 | The Remit to Address checkbox indicates if this location is the address to which we should send payments to this Business Partner. | IsRemitTo character(1) NOT NULL Yes-No |
| Sales Region | 销售区域 | 销售报导区域 | The Sales Region indicates a specific area of sales coverage. | C_SalesRegion_ID numeric(10) Table Direct |
| Customer Address ID | Customer Address ID | null | null | CustomerAddressID character varying(60) String |
TAB: 联系人
描述: Maintain User within the system - Internal or Business Partner Contact
幫助 The User identifies a unique user in the system. This could be an internal user or a business partner contact
File:业务伙伴 - 联系人 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 | 业务伙伴 | 标识业务伙伴 | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID numeric(10) Search |
| Name | 名称 | 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 | 描述 | 该记录的可选描述 | 描述最多为 255 个字符。 | Description character varying(255) String |
| Comments | 注释 | Comments or additional information | The Comments field allows for free form entry of additional information. | Comments character varying(2000) Text |
| Active | 有效 | 本记录有效 | 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 |
| EMail Address | 电邮 | 电子邮件地址 | The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web. | EMail character varying(60) String |
| Password | 口令 | 任意长度的口令(区分大小写) | The Password indicates the Password for this User Id. Passwords are required to identify authorized users. | Password character varying(1024) String |
| Greeting | 称谓 | Greeting to print on correspondence | The Greeting identifies the greeting to print on correspondence. | C_Greeting_ID numeric(10) Table Direct |
| Partner Location | 业务伙伴地址 | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | C_BPartner_Location_ID numeric(10) Table Direct |
| Title | 名称 | Name this entity is referred to as | The Title indicates the name that an entity is referred to as. | Title character varying(40) String |
| Birthday | 生日 | 生日或周年日 | 生日或周年日 | Birthday timestamp without time zone Date |
| Phone | 电话 | 电话号码 | The Phone field identifies a telephone number | Phone character varying(40) String |
| 2nd Phone | 可选电话 | Identifies an alternate telephone number. | The 2nd Phone field identifies an alternate telephone number. | Phone2 character varying(40) String |
| Fax | 传真 | 传真号 | The Fax identifies a facsimile number for this Business Partner or Location | Fax character varying(40) String |
| Notification Type | Notification Type | Type of Notifications | Emails or Notification sent out for Request Updates, etc. | NotificationType character(1) NOT NULL List |
| Position | Position | Job Position | null | C_Job_ID numeric(10) Table Direct |
| Full BP Access | Full BP Access | The user/contact has full access to Business Partner information and resources | If selected, the user has full access to the Business Partner (BP) information (Business Documents like Orders, Invoices - Requests) or resources (Assets, Downloads). If you deselect it, the user has no access rights unless, you explicitly grant it in tab "BP Access" | IsFullBPAccess character(1) NOT NULL Yes-No |
| EMail Verify | EMail Verify | Date Email was verified | null | EMailVerifyDate timestamp without time zone Date+Time |
| Verification Info | Email验证 | 验证电子邮件地址 | The field contains the date the EMail Address has been verified | EMailVerify character varying(40) String |
| Last Contact | 最近联系人 | Date this individual was last contacted | The Last Contact indicates the date that this Business Partner Contact was last contacted. | LastContact timestamp without time zone Date |
| Last Result | 最近结果 | 最后的联系人结果 | The Last Result identifies the result of the last contact made. | LastResult character varying(255) String |
TAB: BP Access
描述: Access of the User/Contact to Business Partner information and resources
幫助 If on User level, "Full BP Access" is NOT selected, you need to give access explicitly here.
File:业务伙伴 - BP Access - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 |
| User/Contact | 客户或联系人 | User within the system - Internal or Business Partner Contact | The User identifies a unique user in the system. This could be an internal user or a business partner contact | AD_User_ID numeric(10) NOT NULL Search |
| Active | 有效 | 本记录有效 | 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 |
| Access Type | Access Type | Type of Access of the user/contact to Business Partner information and resources | If on User level, "Full BP Access" is NOT selected, give access explicitly | BPAccessType character(1) NOT NULL List |
| Document BaseType | 文档基本类型 | 文件的逻辑类型 | The Document Base Type identifies the base or starting point for a document. Multiple document types may share a single document base type. | DocBaseType character(3) List |
| Request Type | 请求类型 | Type of request (e.g. Inquiry, Complaint, ..) | Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc. | R_RequestType_ID numeric(10) Table Direct |
TAB: 关心点区域
描述: Business Partner Contact Interest Area
幫助 Interest Area can be used for Marketing Campaigns
File:业务伙伴 - 关心点区域 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 |
| User/Contact | 客户或联系人 | User within the system - Internal or Business Partner Contact | The User identifies a unique user in the system. This could be an internal user or a business partner contact | AD_User_ID numeric(10) NOT NULL Table Direct |
| Interest Area | 关心点区域 | 关心点区域或主题 | Interest Areas reflect interest in a topic by a contact. Interest areas can be used for marketing campaigns. | R_InterestArea_ID numeric(10) NOT NULL Table Direct |
| Active | 有效 | 本记录有效 | 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 |
| Subscribe Date | 订购日期 | Date the contact actively subscribed | Date the contact subscribe the interest area | SubscribeDate timestamp without time zone Date |
| Opt-out Date | 选择-外出日期 | Date the contact opted out | If the field has a date, the customer opted out (unsubscribed) and cannot receive mails for the Interest Area | OptOutDate timestamp without time zone Date |
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