Business Partner (نافذة ID-123)

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نافذة: Business Partner

وصف: Maintain Business Partners

مساعدة: 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: Business Partner

وصف: Business Partner


مساعدة The Business Partner Tab defines any Entity with whom an organization transacts.


ملف:Business Partner - Business Partner - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
Employee Employee Indicates if this Business Partner is an employee 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 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 Description 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 Credit Status 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 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 amount 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 SO Tax exempt Business partner is exempt from tax on sales If a business partner is exempt from tax on sales, 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 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
Business Partner Group Business Partner Group 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
Language لغة 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 URL Full URL address - e.g. http://www.adempiere.org The URL defines an fully qualified web address like http://www.adempiere.org URL
character varying(120)
URL
Prospect Prospect Indicates this is a Prospect The Prospect checkbox indicates an entity that is an active prospect. 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 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 Actual Life Time Value 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 Thousands 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
Logo Logo null null Logo_ID
numeric(10)
Image




TAB: Customer

وصف: Define Customer Parameters


مساعدة 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.


ملف:Business Partner - Customer - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
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 Customer 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 Document Copies 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 Invoice Rule 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 Invoice Schedule Schedule for generating Invoices The Invoice Schedule identifies the frequency used when generating invoices. C_InvoiceSchedule_ID
numeric(10)
Table Direct
Delivery Rule Delivery Rule 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 Delivery Via How the order will be delivered 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 Price List 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 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
Flat Discount % Flat Discount % Flat discount percentage null FlatDiscount
numeric
Number
Payment Rule Payment Rule How you pay the invoice The Payment Rule indicates the method of invoice payment. PaymentRule
character(1)
List
Payment Term Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_PaymentTerm_ID
numeric(10)
Table
Sales Representative Sales Representative 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 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
Order Reference Order Reference 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 Discount Printed 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 Order Description 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 Invoice Print Format 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 Minimum 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 minimum shelf life, unless you select "Show All" ShelfLifeMinPct
numeric(10)
Integer
Credit Limit Credit Limit Total outstanding invoice amounts allowed The Credit Limit indicates the total amount allowed "on account" in primary accounting currency. If the Credit Limit is 0, no check is performed. Credit Management is based on the Total Open Amount, which includes Vendor activities. SO_CreditLimit
numeric
Amount
Credit Used Credit Used Current open balance The Credit Used indicates the total amount of open or unpaid invoices in primary accounting currency for the Business Partner. Credit Management is based on the Total Open Amount, which includes Vendor activities. 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: Customer Accounting

وصف: Define Customer Accounting


مساعدة The Customer Accounting Tab defines the default accounts to use when this business partner is referenced on an accounts receivable transaction.


ملف:Business Partner - Customer Accounting - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
Customer Receivables Customer Receivables 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 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)
Account




TAB: Vendor

وصف: Define Vendor Parameters


مساعدة 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.


ملف:Business Partner - Vendor - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
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
Vendor Vendor 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 Sales Representative Indicates if the business partner is a sales representative or company agent The Sales Rep checkbox indicates if this business partner is a sales representative. A sales representative may also be an employee, but does not need to be. IsSalesRep
character(1) NOT NULL
Yes-No
Payment Rule Payment Rule Purchase payment option The Payment Rule indicates the method of purchase payment. PaymentRulePO
character(1)
List
PO Payment Term PO Payment Term 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 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
PO Discount Schema PO Discount Schema 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: Vendor Accounting

وصف: Define Vendor Accounting


مساعدة The Vendor Accounting Tab defines the default accounts to use when this business partner is referenced in an accounts payable transaction.


ملف:Business Partner - Vendor Accounting - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
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)
Account
Vendor Service Liability Vendor Service Liability Account for Vendor 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. This account is only used, if posting to service accounts is enabled in the accounting schema. V_Liability_Services_Acct
numeric(10)
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)
Account




TAB: Employee

وصف: Define Employee Parameters


مساعدة 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.


ملف:Business Partner - Employee - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
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 Employee Indicates if this Business Partner is an employee 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 Sales Representative Indicates if the business partner is a sales representative or company agent The Sales Rep checkbox indicates if this business partner is a sales representative. A sales representative may also be an employee, but does not need to be. IsSalesRep
character(1) NOT NULL
Yes-No




TAB: Employee Accounting

وصف: Define Employee Accounting


مساعدة The Employee Accounting Tab defines the default accounts to use when this business partner is referenced on a expense reimbursement.


ملف:Business Partner - Employee Accounting - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
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: Bank Account

وصف: Define Bank Account


مساعدة The Define Bank Account Tab defines the banking information for this business partner. This data is used for processing payments and remittances.


ملف:Business Partner - Bank Account - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
Search
User/Contact User/Contact 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 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
ACH ACH Automatic Clearing House 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 Bank Bank 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 Bank Account Type Bank Account Type The Bank Account Type field indicates the type of account (savings, checking etc) this account is defined as. BankAccountType
character(1)
List
Routing No Routing No Bank Routing Number 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 Account No Account Number The Account Number indicates the Number assigned to this bank account. AccountNo
character varying(20)
String
Credit Card Credit Card 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 Number Credit Card Number The Credit Card number indicates the number on the credit card, without blanks or spaces. CreditCardNumber
character varying(20)
String
Verification Code Verification Code Credit Card 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 Expiry Month The Expiry Month indicates the expiry month for this credit card. CreditCardExpMM
numeric(10)
Integer
Exp. Year Exp. Year Expiry Year The Expiry Year indicates the expiry year for this credit card. CreditCardExpYY
numeric(10)
Integer
Account Name Account Name Name on Credit Card or Account holder The Name of the Credit Card or Account holder. A_Name
character varying(60)
String
Account Street Account Street 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 Account City 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 Account State 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 Account Country Country Account Country Name A_Country
character varying(40)
String
Driver License Driver License Payment Identification - Driver License The Driver's License being used as identification. A_Ident_DL
character varying(20)
String
Social Security No Social Security No Payment Identification - Social Security No The Social Security number being used as identification. A_Ident_SSN
character varying(20)
String
Account EMail Account EMail Email Address The EMail Address indicates the EMail address off the Credit Card or Account holder. A_EMail
character varying(60)
String
Address verified Address verified 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 Zip verified 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: Location

وصف: Define Location


مساعدة The Location Tab defines the physical location of a business partner. A business partner may have multiple location records.


ملف:Business Partner - Location - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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
Search
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
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
Address Address Location or Address The Location / Address field defines the location of an entity. C_Location_ID
numeric(10)
Location (Address)
Phone Phone Identifies a telephone number The Phone field identifies a telephone number Phone
character varying(40)
String
2nd Phone 2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. Phone2
character varying(40)
String
Fax Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location Fax
character varying(40)
String
ISDN ISDN ISDN or modem line The ISDN identifies a ISDN or Modem line number. ISDN
character varying(40)
String
Ship Address Ship Address Business Partner Shipment Address If the Ship Address is selected, the location is used to ship goods to a customer or receive goods from a vendor. IsShipTo
character(1) NOT NULL
Yes-No
Invoice Address Invoice Address Business Partner Invoice/Bill Address If the Invoice Address is selected, the location is used to send invoices to a customer or receive invoices from a vendor. IsBillTo
character(1) NOT NULL
Yes-No
Pay-From Address Pay-From Address Business Partner pays from that address and we'll send dunning letters there If the Pay-From Address is selected, this location is the address the Business Partner pays from and where dunning letters will be sent to. IsPayFrom
character(1) NOT NULL
Yes-No
Remit-To Address Remit-To Address Business Partner payment address If the Remit-To Address is selected, the location is used to send payments to the vendor. IsRemitTo
character(1) NOT NULL
Yes-No
Sales Region Sales Region Sales coverage region 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: Contact (User)

وصف: Maintain User within the system - Internal or Business Partner Contact


مساعدة The User identifies a unique user in the system. This could be an internal user or a business partner contact


ملف:Business Partner - Contact (User) - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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)
Search
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 Description Optional short description of the record A description is limited to 255 characters. Description
character varying(255)
String
Comments Comments Comments or additional information The Comments field allows for free form entry of additional information. Comments
character varying(2000)
Text
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
EMail Address EMail Address Electronic Mail Address 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 Password Password of any length (case sensitive) The Password for this User. Passwords are required to identify authorized users. For Adempiere Users, you can change the password via the Process "Reset Password". Password
character varying(1024)
String
Greeting Greeting Greeting to print on correspondence The Greeting identifies the greeting to print on correspondence. C_Greeting_ID
numeric(10)
Table Direct
Partner Location Partner Location 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 Title 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 Birthday Birthday or Anniversary day Birthday or Anniversary day Birthday
timestamp without time zone
Date
Phone Phone Identifies a telephone number The Phone field identifies a telephone number Phone
character varying(40)
String
2nd Phone 2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. Phone2
character varying(40)
String
Fax Fax Facsimile number 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 Verification Info Verification information of EMail Address The field contains additional information how the EMail Address has been verified EMailVerify
character varying(40)
String
Last Contact Last Contact 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 Last Result Result of last contact The Last Result identifies the result of the last contact made. LastResult
character varying(255)
String




TAB: BP Access

وصف: Access of the User/Contact to Business Partner information and resources


مساعدة If on User level, "Full BP Access" is NOT selected, you need to give access explicitly here.


ملف:Business Partner - BP Access - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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 User/Contact 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 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
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 Document BaseType Logical type of document 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 Request Type 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: Interest Area

وصف: Business Partner Contact Interest Area


مساعدة Interest Area can be used for Marketing Campaigns


ملف:Business Partner - Interest Area - نافذة (iDempiere 1.0.0).png




اسم اسم وصف مساعدة مواصفات
Client عميل عميل/مستأجر هذا التنصيب العميل هو شركة أو كيان قانوني. لا يمكنك مشاركة البيانات بين العملاء.المستأجر هو مرادف للعميل AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization تنظيم كيان تنظيمي داخل العميل 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 User/Contact 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 Interest Area Interest Area or Topic 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 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
Subscribe Date Subscribe Date Date the contact actively subscribed Date the contact subscribe the interest area SubscribeDate
timestamp without time zone
Date
Opt-out Date Opt-out Date 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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