Business Partner Group (Window ID-192)

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Table of Contents

Window: Business Partner Group

Description: Maintain Business Partner Groups

Help: The Business Partner Group window allows you to define the accounting parameters at a group level. If you define the accounting parameters for a group any Business Partner entered using this group will have these accounting parameters automatically populated. You can then make any modifications necessary at the Business Partner level.

Tab: Business Partner Group

Description: Business Partner Groups for Reporting Accounting Defaults

Help: The Business Partner Group Tab allow for the association of business partners for reporting and accounting defaults.

Business Partner Group - Business Partner Group - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
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. C_BP_Group.AD_Client_ID
numeric(10)
Table Direct
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. C_BP_Group.AD_Org_ID
numeric(10)
Table Direct
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).

C_BP_Group.Value
character varying(40)
String
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. C_BP_Group.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. C_BP_Group.Description
character varying(255)
String
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.

C_BP_Group.IsActive
character(1)
Yes-No
Default Default value The Default Checkbox indicates if this record will be used as a default value. C_BP_Group.IsDefault
character(1)
Yes-No
Print Color Color used for printing and display Colors used for printing and display C_BP_Group.AD_PrintColor_ID
numeric(10)
Table Direct
Priority Base Base of Priority When deriving the Priority from Importance, the Base is "added" to the User Importance. C_BP_Group.PriorityBase
character(1)
List
Confidential Info Can enter confidential information When entering/updating Requests over the web, the user can mark his info as confidential C_BP_Group.IsConfidentialInfo
character(1)
Yes-No
Price List Unique identifier of a Price List Price Lists are used to determine the pricing, margin and cost of items purchased or sold. C_BP_Group.M_PriceList_ID
numeric(10)
Table Direct
Purchase Pricelist Price List used by this Business Partner Identifies the price list used by a Vendor for products purchased by this organization. C_BP_Group.PO_PriceList_ID
numeric(10)
Table
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. C_BP_Group.M_DiscountSchema_ID
numeric(10)
Table
PO Discount Schema Schema to calculate the purchase trade discount percentage C_BP_Group.PO_DiscountSchema_ID
numeric(10)
Table
Credit Watch % Credit Watch - Percent of Credit Limit when OK switches to Watch If iDempiere maintains credit status, the status "Credit OK" is moved to "Credit Watch" if the credit available reaches the percent entered. If not defined, 90% is used. C_BP_Group.CreditWatchPercent
numeric
Number
Price Match Tolerance PO-Invoice Match Price Tolerance in percent of the purchase price Tolerance in Percent of matching the purchase order price to the invoice price. The difference is posted as Invoice Price Tolerance for Standard Costing. If defined, the PO-Invoice match must be explicitly approved, if the matching difference is greater then the tolerance.

Example: if the purchase price is 00 and the tolerance is 1 (percent), the invoice price must be between 9 and 101 to be automatically approved.

C_BP_Group.PriceMatchTolerance
numeric
Number
Dunning Dunning Rules for overdue invoices The Dunning indicates the rules and method of dunning for past due payments. C_BP_Group.C_Dunning_ID
numeric(10)
Table Direct

Tab: Accounting

Description: Define Accounting

Help: The Accounting Tab defines the default accounts for any business partner that references this group. These default values can be modified for each business partner if required.

Business Partner Group - Accounting - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
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. C_BP_Group_Acct.AD_Client_ID
numeric(10)
Table Direct
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. C_BP_Group_Acct.AD_Org_ID
numeric(10)
Table Direct
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_Acct.C_BP_Group_ID
numeric(10)
Table Direct
Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_BP_Group_Acct.C_AcctSchema_ID
numeric(10)
Table Direct
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.

C_BP_Group_Acct.IsActive
character(1)
Yes-No
Not-invoiced Receipts Account for not-invoiced Material Receipts The Not Invoiced Receipts account indicates the account used for recording receipts for materials that have not yet been invoiced. C_BP_Group_Acct.NotInvoicedReceipts_Acct
numeric(10)
Account
Unearned Revenue Account for unearned revenue The Unearned Revenue indicates the account used for recording invoices sent for products or services not yet delivered. It is used in revenue recognition C_BP_Group_Acct.UnEarnedRevenue_Acct
numeric(10)
Account
Payment Discount Expense Payment Discount Expense Account Indicates the account to be charged for payment discount expenses. C_BP_Group_Acct.PayDiscount_Exp_Acct
numeric(10)
Account
Payment Discount Revenue Payment Discount Revenue Account Indicates the account to be charged for payment discount revenues. C_BP_Group_Acct.PayDiscount_Rev_Acct
numeric(10)
Account
Write-off Account for Receivables write-off The Write Off Account identifies the account to book write off transactions to. C_BP_Group_Acct.WriteOff_Acct
numeric(10)
Account
Customer Prepayment Account for customer prepayments The Customer Prepayment account indicates the account to be used for recording prepayments from a customer. C_BP_Group_Acct.C_Prepayment_Acct
numeric(10)
Account
Vendor Liability Account for Vendor Liability The Vendor Liability account indicates the account used for recording transactions for vendor liabilities C_BP_Group_Acct.V_Liability_Acct
numeric(10)
Account
Customer Receivables Account for Customer Receivables The Customer Receivables Accounts indicates the account to be used for recording transaction for customers receivables. C_BP_Group_Acct.C_Receivable_Acct
numeric(10)
Account
Vendor Prepayment Account for Vendor Prepayments The Vendor Prepayment Account indicates the account used to record prepayments from a vendor. C_BP_Group_Acct.V_Prepayment_Acct
numeric(10)
Account
Copy Accounts Copy and overwrite Accounts to Business Partners of this group If you copy and overwrite the current default values, you may have to repeat previous updates (e.g. set the receivebles account, ...) C_BP_Group_Acct.Processing
character(1)
Button

Tab: Assigned Partners

Description: Business Partners in Group

Help:

Business Partner Group - Assigned Partners - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
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. C_BPartner.AD_Client_ID
numeric(10)
Table Direct
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. C_BPartner.AD_Org_ID
numeric(10)
Table Direct
Business Partner Group Business Partner Group The Business Partner Group provides a method of defining defaults to be used for individual Business Partners. C_BPartner.C_BP_Group_ID
numeric(10)
Table Direct
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).

C_BPartner.Value
character varying(40)
String
Greeting Greeting to print on correspondence The Greeting identifies the greeting to print on correspondence. C_BPartner.C_Greeting_ID
numeric(10)
Table Direct
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. C_BPartner.Name
character varying(120)
String
Name 2 Additional Name C_BPartner.Name2
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. C_BPartner.Description
character varying(255)
String
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.

C_BPartner.IsActive
character(1)
Yes-No
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. C_BPartner.IsSummary
character(1)
Yes-No
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.

C_BPartner.SOCreditStatus
character(1)
List
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).

C_BPartner.TotalOpenBalance
numeric
Amount
Tax ID Tax Identification The Tax ID field identifies the legal Identification number of this Entity. C_BPartner.TaxID
character varying(20)
String
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. C_BPartner.IsTaxExempt
character(1)
Yes-No
D-U-N-S Dun & Bradstreet Number Used for EDI - For details see www.dnb.com/dunsno/list.htm C_BPartner.DUNS
character(11)
String
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. C_BPartner.ReferenceNo
character varying(40)
String
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. C_BPartner.NAICS
character(6)
String
Rating Classification or Importance The Rating is used to differentiate the importance C_BPartner.Rating
character(1)
String
URL Full URL address - e.g. http://www.idempiere.org The URL defines an fully qualified web address like http://www.idempiere.org C_BPartner.URL
character varying(120)
URL
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. C_BPartner.AD_Language
character varying(6)
Table
Prospect Indicates this is a Prospect The Prospect checkbox indicates an entity that is an active prospect. C_BPartner.IsProspect
character(1)
Yes-No
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. C_BPartner.PotentialLifeTimeValue
numeric
Amount
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. C_BPartner.ActualLifeTimeValue
numeric
Amount
Acquisition Cost The cost of gaining the prospect as a customer The Acquisition Cost identifies the cost associated with making this prospect a customer. C_BPartner.AcqusitionCost
numeric
Costs+Prices
Employees Number of employees Indicates the number of employees for this Business Partner. This field displays only for Prospects. C_BPartner.NumberEmployees
numeric(10)
Integer
Share Share of Customer's business as a percentage The Share indicates the percentage of this Business Partner's volume of the products supplied. C_BPartner.ShareOfCustomer
numeric(10)
Integer
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. C_BPartner.SalesVolume
numeric(10)
Integer
First Sale Date of First Sale The First Sale Date identifies the date of the first sale to this Business Partner C_BPartner.FirstSale
timestamp without time zone
Date


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