Business Partner Group (pencere ID-192)

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pencere: Business Partner Group

tanım: Maintain Business Partner Groups

Yardım: 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

tanım: Business Partner Groups for Reporting Accounting Defaults


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


Dosya:Business Partner Group - Business Partner Group - pencere (iDempiere 1.0.0).png




isim isim tanım Yardım Özellikler
Client İstemci Client/Tenant for this installation. İstemci bir firma veya legal bir kurulustur. Verileri İstemciler arasında paylasilmaz. Mutasarruf ise İstemci ile aynı anlama gelmektedir. AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization Organizasyon 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
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 İsim 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
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
Default Default Default value The Default Checkbox indicates if this record will be used as a default value. IsDefault
character(1) NOT NULL
Yes-No
Print Color Print Color Color used for printing and display Colors used for printing and display AD_PrintColor_ID
numeric(10)
Table Direct
Priority Base Priority Base Base of Priority When deriving the Priority from Importance, the Base is "added" to the User Importance. PriorityBase
character(1)
List
Confidential Info Confidential Info Can enter confidential information When entering/updating Requests over the web, the user can mark his info as confidential IsConfidentialInfo
character(1) NOT NULL
Yes-No
Price List Fiyat Listesi 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
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
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
PO Discount Schema PO Discount Schema Schema to calculate the purchase trade discount percentage null PO_DiscountSchema_ID
numeric(10)
Table
Credit Watch % Credit Watch % Credit Watch - Percent of Credit Limit when OK switches to Watch If Adempiere 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. CreditWatchPercent
numeric
Number
Price Match Tolerance 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 $100 and the tolerance is 1 (percent), the invoice price must be between $99 and 101 to be automatically approved.

PriceMatchTolerance
numeric
Number
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




TAB: Accounting

tanım: Define Accounting


Yardım 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.


Dosya:Business Partner Group - Accounting - pencere (iDempiere 1.0.0).png




isim isim tanım Yardım Özellikler
Client İstemci Client/Tenant for this installation. İstemci bir firma veya legal bir kurulustur. Verileri İstemciler arasında paylasilmaz. Mutasarruf ise İstemci ile aynı anlama gelmektedir. AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization Organizasyon 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 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
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) NOT NULL
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) NOT NULL
Account
Payment Discount Expense Payment Discount Expense Payment Discount Expense Account Indicates the account to be charged for payment discount expenses. PayDiscount_Exp_Acct
numeric(10) NOT NULL
Account
Write-off Write-off Account for Receivables write-off The Write Off Account identifies the account to book write off transactions to. WriteOff_Acct
numeric(10) NOT NULL
Account
Not-invoiced Receivables Not-invoiced Receivables Account for not invoiced Receivables The Not Invoiced Receivables account indicates the account used for recording receivables that have not yet been invoiced. NotInvoicedReceivables_Acct
numeric(10)
Account
Not-invoiced Revenue Not-invoiced Revenue Account for not invoiced Revenue The Not Invoiced Revenue account indicates the account used for recording revenue that has not yet been invoiced. NotInvoicedRevenue_Acct
numeric(10)
Account
Unearned Revenue 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 UnEarnedRevenue_Acct
numeric(10) NOT NULL
Account
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) NOT NULL
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) NOT NULL
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) NOT NULL
Account
Payment Discount Revenue Payment Discount Revenue Payment Discount Revenue Account Indicates the account to be charged for payment discount revenues. PayDiscount_Rev_Acct
numeric(10) NOT NULL
Account
Not-invoiced Receipts 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. NotInvoicedReceipts_Acct
numeric(10) NOT NULL
Account
Copy Accounts 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, ...) Processing
character(1)
Button




TAB: Assigned Partners

tanım: Business Partners in Group


Yardım null


Dosya:Business Partner Group - Assigned Partners - pencere (iDempiere 1.0.0).png




isim isim tanım Yardım Özellikler
Client İstemci Client/Tenant for this installation. İstemci bir firma veya legal bir kurulustur. Verileri İstemciler arasında paylasilmaz. Mutasarruf ise İstemci ile aynı anlama gelmektedir. AD_Client_ID
numeric(10) NOT NULL
Table Direct
Organization Organizasyon 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 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
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
Greeting Greeting Greeting to print on correspondence The Greeting identifies the greeting to print on correspondence. C_Greeting_ID
numeric(10)
Table Direct
Name İsim 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
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 Referans 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
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
Language Lisan 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
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
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 Paylaş 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 İlk Satış İlk Satış Tarihi The First Sale Date identifies the date of the first sale to this Business Partner FirstSale
timestamp without time zone
Date


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