Client (Window ID-109)

From iDempiere en
Jump to navigation Jump to search

Table of Contents

Window: Client

Description: Maintain Clients/Tenants

Help: The Client is the highest level of an independent business entity. Each Client will have one or more Organizations reporting to it. Each Client defines the accounting parameters (Accounting Schema, Tree definition, Non Monetary UOM's). To create new Clients, run the Initial Client Setup with the System Administrator Role. Do not create a new client in this window, but use "Initial Client Setup" to set up the required security and access rules. If you create a new client here, you will not be able to view it and also the required client infrastructure would not have been set up.

Tab: Client

Description: Client/Tenant Definition

Help: The Client Definition Tab defines a unique client. Do not create a new client in this window, but use "Initial Client Setup" (System Administrator Role) to set up the required security and access rules. If you create a new client here, you will not be able to view it and also the required client infrastructure would not have been set up.

Client - Client - Window (iDempiere 1.0.0).png

Fields
Name Description Help Technical Data
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).

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

AD_Client.IsActive
character(1)
Yes-No
Use Beta Functions Enable the use of Beta Functionality The exact scope of Beta Functionality is listed in the release note. It is usually not recommended to enable Beta functionality in production environments. AD_Client.IsUseBetaFunctions
character(1)
Yes-No
Language Language for this entity The Language identifies the language to use for display and formatting AD_Client.AD_Language
character varying(6)
Table
Multi Lingual Documents Documents are Multi Lingual If selected, you enable multi lingual documents and need to maintain translations for entities used in documents (examples: Products, Payment Terms, ...).

Please note, that the base language is always English.

AD_Client.IsMultiLingualDocument
character(1)
Yes-No
Auto Archive Enable and level of automatic Archive of documents iDempiere allows to automatically create archives of Documents (e.g. Invoices) or Reports. You view the archived material with the Archive Viewer AD_Client.AutoArchive
character(1)
List
Material Policy Material Movement Policy The Material Movement Policy determines how the stock is flowing (FiFo or LiFo) if a specific Product Instance was not selected. The policy can not contradict the costing method (e.g. FiFo movement policy and LiFo costing method). AD_Client.MMPolicy
character(1)
List
Mail Host Hostname of Mail Server for SMTP and IMAP The host name of the Mail Server for this client with SMTP services to send mail, and IMAP to process incoming mail. AD_Client.SMTPHost
character varying(60)
String
SMTP Authentication Your mail server requires Authentication Some email servers require authentication before sending emails. If yes, users are required to define their email user name and password. If authentication is required and no user name and password is required, delivery will fail. AD_Client.IsSmtpAuthorization
character(1)
Yes-No
SMTP Port SMTP Port Number AD_Client.SMTPPort
numeric(10)
Integer
SMTP SSL/TLS Use SSL/TLS for SMTP AD_Client.IsSecureSMTP
character(1)
Yes-No
Request EMail EMail address to send automated mails from or receive mails for automated processing (fully qualified) EMails for requests, alerts and escalation are sent from this email address as well as delivery information if the sales rep does not have an email account. The address must be filly qualified (e.g. joe.smith@company.com) and should be a valid address. AD_Client.RequestEMail
character varying(60)
String
Request Folder EMail folder to process incoming emails; if empty INBOX is used Email folder used to read emails to process as requests, If left empty the default mailbox (INBOX) will be used. Requires IMAP services. AD_Client.RequestFolder
character varying(20)
String
Request User User Name (ID) of the email owner EMail user name for requests, alerts and escalation are sent from this email address as well as delivery information if the sales rep does not have an email account. Required, if your mail server requires authentification as well as for processing incoming mails. AD_Client.RequestUser
character varying(60)
String
Request User Password Password of the user name (ID) for mail processing AD_Client.RequestUserPW
character varying(255)
String
Server EMail Send EMail from Server When selected, mail is sent from the server rather then the client. This decreases availability. You would select this when you do not want to enable email relay for the client addresses in your mail server. AD_Client.IsServerEMail
character(1)
Yes-No
Test EMail Test EMail Connection Test EMail Connection based on info defined. An EMail is sent from the request user to the request user. Also, the web store mail settings are tested. AD_Client.EMailTest
character(1)
Button
Model Validation Classes List of data model validation classes separated by ; List of classes implementing the interface org.compiere.model.ModelValidator, separated by semicolon.

The class is called for the client and allows to validate documents in the prepare stage and monitor model changes.

AD_Client.ModelValidationClasses
character varying(255)
String
IsUseASP AD_Client.IsUseASP
character(1)
Yes-No
Store Archive On File System AD_Client.StoreArchiveOnFileSystem
character(1)
Yes-No
Replication Strategy Data Replication Strategy The Data Replication Strategy determines what and how tables are replicated AD_Client.AD_ReplicationStrategy_ID
numeric(10)
Table Direct
Windows Archive Path AD_Client.WindowsArchivePath
character varying(255)
String
Unix Archive Path AD_Client.UnixArchivePath
character varying(255)
String
Password Policies AD_Client.AD_PasswordRule_ID
numeric(10)
Table Direct

Tab: Client Info

Description: Client Info

Help: The Client Info Tab defines the details for each client. The accounting rules and high level defaults are defined here. The Calendar is used to determine if a period is open or closed.

Client - Client Info - 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. AD_ClientInfo.AD_Client_ID
numeric(10)
Table Direct
Discount calculated from Line Amounts Payment Discount calculation does not include Taxes and Charges If the payment discount is calculated from line amounts only, the tax and charge amounts are not included. This is e.g. business practice in the US. If not selected the total invoice amount is used to calculate the payment discount. AD_ClientInfo.IsDiscountLineAmt
character(1)
Yes-No
Calendar Accounting Calendar Name The Calendar uniquely identifies an accounting calendar. Multiple calendars can be used. For example you may need a standard calendar that runs from Jan 1 to Dec 31 and a fiscal calendar that runs from July 1 to June 30. AD_ClientInfo.C_Calendar_ID
numeric(10)
Table Direct
Primary Accounting Schema Primary rules for accounting An Accounting Schema defines the rules used accounting such as costing method, currency and calendar. AD_ClientInfo.C_AcctSchema1_ID
numeric(10)
Table
UOM for Length Standard Unit of Measure for Length The Standard UOM for Length indicates the UOM to use for products referenced by length in a document. AD_ClientInfo.C_UOM_Length_ID
numeric(10)
Table
UOM for Weight Standard Unit of Measure for Weight The Standard UOM for Weight indicates the UOM to use for products referenced by weight in a document. AD_ClientInfo.C_UOM_Weight_ID
numeric(10)
Table
Template B.Partner Business Partner used for creating new Business Partners on the fly When creating a new Business Partner from the Business Partner Search Field (right-click: Create), the selected business partner is used as a template, e.g. to define price list, payment terms, etc. AD_ClientInfo.C_BPartnerCashTrx_ID
numeric(10)
Search
Product for Freight AD_ClientInfo.M_ProductFreight_ID
numeric(10)
Search
Charge for Freight AD_ClientInfo.C_ChargeFreight_ID
numeric(10)
Table
Attachment Store AD_ClientInfo.AD_StorageProvider_ID
numeric(10)
Table Direct
Archive Store AD_ClientInfo.StorageArchive_ID
numeric(10)
Table
Show Confirmation On Document Action Close AD_ClientInfo.IsConfirmOnDocClose
character(1)
Yes-No
Show Confirmation On Document Action Void AD_ClientInfo.IsConfirmOnDocVoid
character(1)
Yes-No
Organization Tree Trees are used for (financial) reporting and security access (via role) Trees are used for (finanial) reporting and security access (via role) AD_ClientInfo.AD_Tree_Org_ID
numeric(10)
Table
Menu Tree Tree of the menu Menu access tree AD_ClientInfo.AD_Tree_Menu_ID
numeric(10)
Table
BPartner Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_BPartner_ID
numeric(10)
Table
Product Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_Product_ID
numeric(10)
Table
Project Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_Project_ID
numeric(10)
Table
Sales Region Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_SalesRegion_ID
numeric(10)
Table
Campaign Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_Campaign_ID
numeric(10)
Table
Activity Tree Trees are used for (financial) reporting Trees are used for (finanial) reporting AD_ClientInfo.AD_Tree_Activity_ID
numeric(10)
Table
Logo AD_ClientInfo.Logo_ID
numeric(10)
Image
Logo Report AD_ClientInfo.LogoReport_ID
numeric(10)
Image
Logo Web AD_ClientInfo.LogoWeb_ID
numeric(10)
Image

Tab: Client Share

Description: Force (not) sharing of client/org entities

Help: Business Partner can be either defined on Client level (shared) or on Org level (not shared). You can define here of Products are always shared (i.e. always created under Organization "*") or if they are not shared (i.e. you cannot enter them with Organization "*").
The creation of "Client and Org" shared records is the default and is ignored.

Client - Client Share - 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. AD_ClientShare.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. AD_ClientShare.AD_Org_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. AD_ClientShare.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. AD_ClientShare.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.

AD_ClientShare.IsActive
character(1)
Yes-No
Table Database Table information The Database Table provides the information of the table definition AD_ClientShare.AD_Table_ID
numeric(10)
Table Direct
Share Type Type of sharing Defines if a table is shared within a client or not. AD_ClientShare.ShareType
character(1)
List


Contributions / Posts