Sales Rep Info (Window ID-293)

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Table of Contents

Window: Sales Rep Info

Description: Company Agent (Sales Rep) Information

Help: This window allows you to view Company agent related information

Tab: Company Agent

Description: Sales Representative Selection

Help:

Sales Rep Info - Company Agent - 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_User.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_User.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_User.Name
character varying(60)
String
Description Optional short description of the record A description is limited to 255 characters. AD_User.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_User.IsActive
character(1)
Yes-No
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson AD_User.C_BPartner_ID
numeric(10)
Search
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner AD_User.C_BPartner_Location_ID
numeric(10)
Table Direct
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. AD_User.EMail
character varying(60)
String
Title Name this entity is referred to as The Title indicates the name that an entity is referred to as. AD_User.Title
character varying(40)
String
Birthday Birthday or Anniversary day Birthday or Anniversary day AD_User.Birthday
timestamp without time zone
Date
Phone Identifies a telephone number The Phone field identifies a telephone number AD_User.Phone
character varying(40)
String
Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location AD_User.Fax
character varying(40)
String
Supervisor Supervisor for this user/organization - used for escalation and approval The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals. AD_User.Supervisor_ID
numeric(10)
Search
Trx Organization Performing or initiating organization The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions. AD_User.AD_OrgTrx_ID
numeric(10)
Table

Tab: Orders

Description: All Orders where the Agent "owns" the Order, the Business Partner or the Product

Help:

Sales Rep Info - 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
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. C_Order.POReference
character varying(20)
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)
Search
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 directly to the Drop Shipment Location Drop Shipments are sent directly to the Drop Shipment Location using the Drop Ship Business Partner name and contact. 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
Delivered C_Order.IsDelivered
character(1)
Yes-No
Invoiced Is this invoiced? If selected, invoices are created C_Order.IsInvoiced
character(1)
Yes-No
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

Tab: Order Lines

Description: All Order Lines where the Agent "owns" the Order, the Business Partner or the Product

Help:

Sales Rep Info - Order Lines - 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_OrderLine.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_OrderLine.AD_Org_ID
numeric(10)
Table Direct
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_OrderLine.C_Order_ID
numeric(10)
Search
Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. C_OrderLine.Line
numeric(10)
Integer
Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_OrderLine.C_BPartner_ID
numeric(10)
Search
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_OrderLine.C_BPartner_Location_ID
numeric(10)
Table Direct
Description Optional short description of the record A description is limited to 255 characters. C_OrderLine.Description
character varying(255)
Text
Date Ordered Date of Order Indicates the Date an item was ordered. C_OrderLine.DateOrdered
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_OrderLine.DatePromised
timestamp without time zone
Date
Date Delivered Date when the product was delivered C_OrderLine.DateDelivered
timestamp without time zone
Date
Date Invoiced Date printed on Invoice The Date Invoice indicates the date printed on the invoice. C_OrderLine.DateInvoiced
timestamp without time zone
Date
Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. C_OrderLine.M_Warehouse_ID
numeric(10)
Table
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. C_OrderLine.M_Product_ID
numeric(10)
Search
Description Only if true, the line is just description and no transaction If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptive detail lines, e.g. for an Work Order. C_OrderLine.IsDescription
character(1)
Yes-No
Resource Assignment Resource Assignment C_OrderLine.S_ResourceAssignment_ID
numeric(10)
Assignment
Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. C_OrderLine.M_AttributeSetInstance_ID
numeric(10)
Product Attribute
Ordered Quantity Ordered Quantity The Ordered Quantity indicates the quantity of a product that was ordered. C_OrderLine.QtyOrdered
numeric
Quantity
Reserved Quantity Reserved Quantity The Reserved Quantity indicates the quantity of a product that is currently reserved. C_OrderLine.QtyReserved
numeric
Quantity
Delivered Quantity Delivered Quantity The Delivered Quantity indicates the quantity of a product that has been delivered. C_OrderLine.QtyDelivered
numeric
Quantity
Quantity Invoiced Invoiced Quantity The Invoiced Quantity indicates the quantity of a product that have been invoiced. C_OrderLine.QtyInvoiced
numeric
Quantity
Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_OrderLine.C_Currency_ID
numeric(10)
Table Direct
Tax Tax identifier The Tax indicates the type of tax used in document line. C_OrderLine.C_Tax_ID
numeric(10)
Table Direct
List Price List Price The List Price is the official List Price in the document currency. C_OrderLine.PriceList
numeric
Costs+Prices
Discount % Discount in percent The Discount indicates the discount applied or taken as a percentage. C_OrderLine.Discount
numeric
Number
Unit Price Actual Price The Actual or Unit Price indicates the Price for a product in source currency. C_OrderLine.PriceActual
numeric
Costs+Prices
Line Amount Line Extended Amount (Quantity * Actual Price) without Freight and Charges Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. C_OrderLine.LineNetAmt
numeric
Amount

Tab: Invoices

Description: All Invoices where the Agent "owns" the Invoice, the Business Partner or the Product

Help:

Sales Rep Info - 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 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
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. C_Invoice.POReference
character varying(20)
String
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
Description Optional short description of the record A description is limited to 255 characters. C_Invoice.Description
character varying(255)
Text
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 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
Date Invoiced Date printed on Invoice The Date Invoice indicates the date printed on the invoice. C_Invoice.DateInvoiced
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_Invoice.DateAcct
timestamp without time zone
Date
Date Ordered Date of Order Indicates the Date an item was ordered. C_Invoice.DateOrdered
timestamp without time zone
Date
Date printed Date the document was printed. Indicates the Date that a document was printed. C_Invoice.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_Invoice.C_BPartner_ID
numeric(10)
Search
Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_Invoice.C_BPartner_Location_ID
numeric(10)
Table Direct
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_Invoice.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_Invoice.C_Currency_ID
numeric(10)
Table Direct
Payment Rule How you pay the invoice The Payment Rule indicates the method of invoice payment. C_Invoice.PaymentRule
character(1)
Payment
Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_Invoice.C_PaymentTerm_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_Invoice.SalesRep_ID
numeric(10)
Search
Sales Transaction This is a Sales Transaction The Sales Transaction checkbox indicates if this item is a Sales Transaction. C_Invoice.IsSOTrx
character(1)
Yes-No
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
Project Financial Project A Project allows you to track and control internal or external activities. C_Invoice.C_Project_ID
numeric(10)
Table Direct
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
Total Lines Total of all document lines The Total amount displays the total of all lines in document currency C_Invoice.TotalLines
numeric
Amount
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

Tab: Invoice Line

Description: All Invoice Liness where the Agent "owns" the Invoice, the Business Partner or the Product

Help:

Sales Rep Info - Invoice Line - 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_InvoiceLine.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_InvoiceLine.AD_Org_ID
numeric(10)
Table Direct
Invoice Invoice Identifier The Invoice Document. C_InvoiceLine.C_Invoice_ID
numeric(10)
Search
Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. C_InvoiceLine.Line
numeric(10)
Integer
Description Optional short description of the record A description is limited to 255 characters. C_InvoiceLine.Description
character varying(255)
Text
Charge Additional document charges The Charge indicates a type of Charge (Handling, Shipping, Restocking) C_InvoiceLine.C_Charge_ID
numeric(10)
Table Direct
Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. C_InvoiceLine.M_Product_ID
numeric(10)
Search
Description Only if true, the line is just description and no transaction If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptive detail lines, e.g. for an Work Order. C_InvoiceLine.IsDescription
character(1)
Yes-No
Resource Assignment Resource Assignment C_InvoiceLine.S_ResourceAssignment_ID
numeric(10)
Assignment
Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. C_InvoiceLine.M_AttributeSetInstance_ID
numeric(10)
Product Attribute
Quantity Invoiced Invoiced Quantity The Invoiced Quantity indicates the quantity of a product that have been invoiced. C_InvoiceLine.QtyInvoiced
numeric
Quantity
Unit Price Actual Price The Actual or Unit Price indicates the Price for a product in source currency. C_InvoiceLine.PriceActual
numeric
Costs+Prices
List Price List Price The List Price is the official List Price in the document currency. C_InvoiceLine.PriceList
numeric
Costs+Prices
Line Amount Line Extended Amount (Quantity * Actual Price) without Freight and Charges Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. C_InvoiceLine.LineNetAmt
numeric
Amount
Tax Amount Tax Amount for a document The Tax Amount displays the total tax amount for a document. C_InvoiceLine.TaxAmt
numeric
Amount
Tax Tax identifier The Tax indicates the type of tax used in document line. C_InvoiceLine.C_Tax_ID
numeric(10)
Table Direct
Line Total Total line amount incl. Tax Total line amount C_InvoiceLine.LineTotalAmt
numeric
Amount


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