Business Partner Info (Window ID-291)

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Table of Contents

Window: Business Partner Info

Description: Document Information of Business Partners

Help:

Tab: Partner Selection

Description: Business Partner Selection

Help:

Business Partner Info - Partner Selection - 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
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
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
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
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
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
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. C_BPartner.IsCustomer
character(1)
Yes-No
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. C_BPartner.IsVendor
character(1)
Yes-No
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. C_BPartner.IsSalesRep
character(1)
Yes-No
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. C_BPartner.IsEmployee
character(1)
Yes-No

Tab: Partner Orders

Description: Business Partner Orders

Help:

Business Partner Info - Partner Orders - 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_Order.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_Order.AD_Org_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. 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_Order.DocumentNo
character varying(30)
String
Description Optional short description of the record A description is limited to 255 characters. C_Order.Description
character varying(255)
Text
Document Type Document type or rules The Document Type determines document sequence and processing rules C_Order.C_DocType_ID
numeric(10)
Table Direct
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field C_Order.DocStatus
character(2)
List
Date Ordered Date of Order Indicates the Date an item was ordered. C_Order.DateOrdered
timestamp without time zone
Date
Account Date Accounting Date The Accounting Date indicates the date to be used on the General Ledger account entries generated from this document. It is also used for any currency conversion. C_Order.DateAcct
timestamp without time zone
Date
Date Promised Date Order was promised The Date Promised indicates the date, if any, that an Order was promised for. C_Order.DatePromised
timestamp without time zone
Date
Date printed Date the document was printed. Indicates the Date that a document was printed. C_Order.DatePrinted
timestamp without time zone
Date
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_Order.C_BPartner_ID
numeric(10)
Search
Invoice Partner Business Partner to be invoiced If empty the shipment business partner will be invoiced C_Order.Bill_BPartner_ID
numeric(10)
Table
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_Order.C_BPartner_Location_ID
numeric(10)
Table Direct
Invoice Location Business Partner Location for invoicing C_Order.Bill_Location_ID
numeric(10)
Table
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. C_Order.DeliveryRule
character(1)
List
Priority Priority of a document The Priority indicates the importance (high, medium, low) of this document C_Order.PriorityRule
character(1)
List
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. C_Order.M_Warehouse_ID
numeric(10)
Table Direct
Drop Shipment Drop Shipments are sent from the Vendor directly to the Customer Drop Shipments do not cause any Inventory reservations or movements as the Shipment is from the Vendor's inventory. The Shipment of the Vendor to the Customer must be confirmed. C_Order.IsDropShip
character(1)
Yes-No
Invoice Rule Frequency and method of invoicing The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. C_Order.InvoiceRule
character(1)
List
Sales Transaction This is a Sales Transaction The Sales Transaction checkbox indicates if this item is a Sales Transaction. C_Order.IsSOTrx
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_Order.M_PriceList_ID
numeric(10)
Table Direct
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Order.C_Currency_ID
numeric(10)
Table Direct
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. C_Order.SalesRep_ID
numeric(10)
Table
Self-Service This is a Self-Service entry or this entry can be changed via Self-Service Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. C_Order.IsSelfService
character(1)
Yes-No
Payment Rule How you pay the invoice The Payment Rule indicates the method of invoice payment. C_Order.PaymentRule
character(1)
Payment
Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_Order.C_PaymentTerm_ID
numeric(10)
Table Direct
Project Financial Project A Project allows you to track and control internal or external activities. C_Order.C_Project_ID
numeric(10)
Table Direct
Campaign Marketing Campaign The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. C_Order.C_Campaign_ID
numeric(10)
Table Direct
Total Lines Total of all document lines The Total amount displays the total of all lines in document currency C_Order.TotalLines
numeric
Amount
Grand Total Total amount of document The Grand Total displays the total amount including Tax and Freight in document currency C_Order.GrandTotal
numeric
Amount
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_Order.C_Order_ID
numeric(10)
ID

Tab: Partner Shipments

Description: Business Partner Shipments

Help:

Business Partner Info - Partner Shipments - 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. M_InOut.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. M_InOut.AD_Org_ID
numeric(10)
Table Direct
Document Type Document type or rules The Document Type determines document sequence and processing rules M_InOut.C_DocType_ID
numeric(10)
Table
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. 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).

M_InOut.DocumentNo
character varying(30)
String
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field M_InOut.DocStatus
character(2)
List
Movement Type Method of moving the inventory The Movement Type indicates the type of movement (in, out, to production, etc) M_InOut.MovementType
character(2)
List
Movement Date Date a product was moved in or out of inventory The Movement Date indicates the date that a product moved in or out of inventory. This is the result of a shipment, receipt or inventory movement. M_InOut.MovementDate
timestamp without time zone
Date
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. M_InOut.SalesRep_ID
numeric(10)
Table
Description Optional short description of the record A description is limited to 255 characters. M_InOut.Description
character varying(255)
Text
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. M_InOut.M_Warehouse_ID
numeric(10)
Table Direct
In Dispute Document is in dispute The document is in dispute. Use Requests to track details. M_InOut.IsInDispute
character(1)
Yes-No
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. M_InOut.C_Order_ID
numeric(10)
Search
Shipment/Receipt Material Shipment Document The Material Shipment / Receipt M_InOut.M_InOut_ID
numeric(10)
ID

Tab: Partner Invoices

Description: Business Partner Invoices

Help:

Business Partner Info - Partner Invoices - 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_Invoice.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_Invoice.AD_Org_ID
numeric(10)
Table Direct
Document Type Document type or rules The Document Type determines document sequence and processing rules C_Invoice.C_DocType_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. 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_Invoice.DocumentNo
character varying(30)
String
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field C_Invoice.DocStatus
character(2)
List
Self-Service This is a Self-Service entry or this entry can be changed via Self-Service Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. C_Invoice.IsSelfService
character(1)
Yes-No
Date Invoiced Date printed on Invoice The Date Invoice indicates the date printed on the invoice. C_Invoice.DateInvoiced
timestamp without time zone
Date
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. C_Invoice.SalesRep_ID
numeric(10)
Search
Description Optional short description of the record A description is limited to 255 characters. C_Invoice.Description
character varying(255)
Text
Paid The document is paid C_Invoice.IsPaid
character(1)
Yes-No
In Dispute Document is in dispute The document is in dispute. Use Requests to track details. C_Invoice.IsInDispute
character(1)
Yes-No
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Invoice.C_Currency_ID
numeric(10)
Table Direct
Grand Total Total amount of document The Grand Total displays the total amount including Tax and Freight in document currency C_Invoice.GrandTotal
numeric
Amount
Order Order The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you close an order, unshipped (backordered) quantities are cancelled. C_Invoice.C_Order_ID
numeric(10)
Search
Invoice Invoice Identifier The Invoice Document. C_Invoice.C_Invoice_ID
numeric(10)
ID

Tab: Partner Payments

Description: Business Partner Payments

Help:

Business Partner Info - Partner Payments - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
Prepayment The Payment/Receipt is a Prepayment Payments not allocated to an invoice with a charge are posted to Unallocated Payments. When setting this flag, the payment is posted to the Customer or Vendor Prepayment account. C_Payment.IsPrepayment
character(1)
Yes-No
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_Payment.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_Payment.AD_Org_ID
numeric(10)
Table Direct
Document Type Document type or rules The Document Type determines document sequence and processing rules C_Payment.C_DocType_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. 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_Payment.DocumentNo
character varying(30)
String
Document Status The current status of the document The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field C_Payment.DocStatus
character(2)
List
Self-Service This is a Self-Service entry or this entry can be changed via Self-Service Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality. C_Payment.IsSelfService
character(1)
Yes-No
Transaction Date Transaction Date The Transaction Date indicates the date of the transaction. C_Payment.DateTrx
timestamp without time zone
Date
Bank Account Account at the Bank The Bank Account identifies an account at this Bank. C_Payment.C_BankAccount_ID
numeric(10)
Table Direct
Online Access Can be accessed online The Online Access check box indicates if the application can be accessed via the web. C_Payment.IsOnline
character(1)
Yes-No
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Payment.C_Currency_ID
numeric(10)
Table Direct
Payment amount Amount being paid Indicates the amount this payment is for. The payment amount can be for single or multiple invoices or a partial payment for an invoice. C_Payment.PayAmt
numeric
Amount
Discount Amount Calculated amount of discount The Discount Amount indicates the discount amount for a document or line. C_Payment.DiscountAmt
numeric
Amount
Write-off Amount Amount to write-off The Write Off Amount indicates the amount to be written off as uncollectible. C_Payment.WriteOffAmt
numeric
Amount
Delayed Capture Charge after Shipment Delayed Capture is required, if you ship products. The first credit card transaction is the Authorization, the second is the actual transaction after the shipment of the product. C_Payment.IsDelayedCapture
character(1)
Yes-No
Invoice Invoice Identifier The Invoice Document. C_Payment.C_Invoice_ID
numeric(10)
Search
Payment Payment identifier The Payment is a unique identifier of this payment. C_Payment.C_Payment_ID
numeric(10)
ID

Tab: Partner Assets

Description: Business Partner Assets

Help:

Business Partner Info - Partner Assets - 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. A_Asset.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. A_Asset.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).

A_Asset.Value
character varying(40)
String
Asset Group Group of Assets The group of assets determines default accounts. If an asset group is selected in the product category, assets are created when delivering the asset. A_Asset.A_Asset_Group_ID
numeric(10)
Search
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. A_Asset.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. A_Asset.Description
character varying(255)
String
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. A_Asset.M_Product_ID
numeric(10)
Search
Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. A_Asset.M_AttributeSetInstance_ID
numeric(10)
Product Attribute
Lot No Lot number (alphanumeric) The Lot Number indicates the specific lot that a product was part of. A_Asset.Lot
character varying(255)
String
Serial No Product Serial Number The Serial Number identifies a tracked, warranted product. It can only be used when the quantity is 1. A_Asset.SerNo
character varying(255)
String
Quantity Quantity The Quantity indicates the number of a specific product or item for this document. A_Asset.Qty
numeric
Quantity
In Service Date Date when Asset was put into service The date when the asset was put into service - usually used as start date for depreciation. A_Asset.AssetServiceDate
timestamp without time zone
Date
Guarantee Date Date when guarantee expires Date when the normal guarantee or availability expires A_Asset.GuaranteeDate
timestamp without time zone
Date

Tab: Partner Requests

Description: Business Partner Requests

Help:

Business Partner Info - Partner Requests - 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. R_Request.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. R_Request.AD_Org_ID
numeric(10)
Table Direct
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_Request.R_RequestType_ID
numeric(10)
Table Direct
Document No Document sequence number of the document The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".

If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. 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).

R_Request.DocumentNo
character varying(30)
String
Group Request Group Group of requests (e.g. version numbers, responsibility, ...) R_Request.R_Group_ID
numeric(10)
Table Direct
Category Request Category Category or Topic of the Request R_Request.R_Category_ID
numeric(10)
Table Direct
Status Request Status Status if the request (open, closed, investigating, ..) R_Request.R_Status_ID
numeric(10)
Table Direct
Resolution Request Resolution Resolution status (e.g. Fixed, Rejected, ..) R_Request.R_Resolution_ID
numeric(10)
Table Direct
Priority Indicates if this request is of a high, medium or low priority. The Priority indicates the importance of this request. R_Request.Priority
character(1)
List
User Importance Priority of the issue for the User R_Request.PriorityUser
character(1)
List
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. R_Request.SalesRep_ID
numeric(10)
Table
Summary Textual summary of this request The Summary allows free form text entry of a recap of this request. R_Request.Summary
character varying(2000)
Text
Date last action Date this request was last acted on The Date Last Action indicates that last time that the request was acted on. R_Request.DateLastAction
timestamp without time zone
Date+Time
Last Result Result of last contact The Last Result identifies the result of the last contact made. R_Request.LastResult
character varying(2000)
String
Due type Status of the next action for this Request The Due Type indicates if this request is Due, Overdue or Scheduled. R_Request.DueType
character(1)
List
Date next action Date that this request should be acted on The Date Next Action indicates the next scheduled date for an action to occur for this request. R_Request.DateNextAction
timestamp without time zone
Date+Time


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