客户 (窗口 ID-109)
窗口: 客户
描述: 维护客户
幫助: 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). 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: 客户
描述: 实体客户
幫助 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.
File:客户 - 客户 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Search Key | 检索关键字 | 记录的检索关键字在格式上是必须的 -并且必须唯一 | 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 | 名称 | 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 | 描述 | 该记录的可选描述 | 描述最多为 255 个字符。 | Description character varying(255) String |
| Active | 有效 | 本记录有效 | 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 |
| Use Beta Functions | 使用Beta功能 | 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. | IsUseBetaFunctions character(1) NOT NULL Yes-No |
| Language | 语言 | 本客户使用的语言 | The Language identifies the language to use for display | AD_Language character varying(6) Table |
| Multi Lingual Documents | 多语言文件 | 多语言文件 | 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. |
IsMultiLingualDocument character(1) NOT NULL Yes-No |
| Auto Archive | Auto Archive | Enable and level of automatic Archive of documents | Adempiere allows to automatically create archives of Documents (e.g. Invoices) or Reports. You view the archived material with the Archive Viewer | AutoArchive character(1) NOT NULL List |
| Material Policy | 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). | MMPolicy character(1) NOT NULL List |
| Mail Host | 邮件主机 | 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. | SMTPHost character varying(60) String |
| SMTP Authentication | SMTP验证 | Your mail server requires Authentification | Some email servers require authentification before sending emails. If yes, users are required to define their email user name and password. If authentification is required and no user name and password is required, delivery will fail. | IsSmtpAuthorization character(1) NOT NULL Yes-No |
| SMTP Port | SMTP Port | SMTP Port Number | null | SMTPPort numeric(10) Integer |
| SMTP SSL/TLS | SMTP SSL/TLS | Use SSL/TLS for SMTP | null | IsSecureSMTP character(1) NOT NULL Yes-No |
| Request EMail | 请求电子邮件 | 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. | RequestEMail character varying(60) String |
| Request Folder | 请求文件夹 | 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. | RequestFolder character varying(20) String |
| Request User | 请求用户 | 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. | RequestUser character varying(60) String |
| Request User Password | 请求用户密码 | Password of the user name (ID) for mail processing | null | RequestUserPW character varying(20) String |
| Server EMail | 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. | IsServerEMail character(1) NOT NULL Yes-No |
| Test EMail | 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. | EMailTest character(1) Button |
| Model Validation Classes | 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. |
ModelValidationClasses character varying(255) String |
| Store Attachments On File System | Store Attachments On File System | null | null | StoreAttachmentsOnFileSystem character(1) NOT NULL Yes-No |
| Windows Attachment Path | Windows Attachment Path | null | null | WindowsAttachmentPath character varying(255) String |
| Unix Attachment Path | Unix Attachment Path | null | null | UnixAttachmentPath character varying(255) String |
| Store Archive On File System | Store Archive On File System | null | null | StoreArchiveOnFileSystem character(1) NOT NULL Yes-No |
| Windows Archive Path | Windows Archive Path | null | null | WindowsArchivePath character varying(255) String |
| Unix Archive Path | Unix Archive Path | null | null | UnixArchivePath character varying(255) String |
| IsUseASP | IsUseASP | null | null | IsUseASP character(1) NOT NULL Yes-No |
| Replication Strategy | 复制策略 | 数据复制策略 | The Data Replication Strategy determines what and how tables are replicated | AD_ReplicationStrategy_ID numeric(10) Table Direct |
TAB: 客户信息
描述: 客户信息
幫助 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.
File:客户 - 客户信息 - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Organization | 机构 | 客户内的机构实体。 | 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 |
| Active | 有效 | 本记录有效 | 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 |
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Discount calculated from Line Amounts | 从明细金额计算折扣 | 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. | IsDiscountLineAmt character(1) NOT NULL Yes-No |
| Calendar | 日历 | 会计日历名字 | 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. | C_Calendar_ID numeric(10) Table Direct |
| Primary Accounting Schema | 主会计模式 | 主帐户规则 | An Accounting Schema defines the rules used accounting such as costing method, currency and calendar. | C_AcctSchema1_ID numeric(10) Table |
| UOM for Volume | 体积单位 | Standard Unit of Measure for Volume | The Standard UOM for Volume indicates the UOM to use for products referenced by volume in a document. | C_UOM_Volume_ID numeric(10) Table |
| UOM for Weight | 重量单位 | Standard Unit of Measure for Weight | The Standard UOM for Weight indicates the UOM to use for products referenced by weight in a document. | C_UOM_Weight_ID numeric(10) Table |
| UOM for Length | 长度单位 | Standard Unit of Measure for Length | The Standard UOM for Length indicates the UOM to use for products referenced by length in a document. | C_UOM_Length_ID numeric(10) Table |
| UOM for Time | 时间单位 | Standard Unit of Measure for Time | The Standard UOM for Time indicates the UOM to use for products referenced by time in a document. | C_UOM_Time_ID numeric(10) Table |
| Template B.Partner | 业务伙伴模板 | 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. | C_BPartnerCashTrx_ID numeric(10) Search |
| Product for Freight | 产品为运费 | null | null | M_ProductFreight_ID numeric(10) Search |
| Days to keep Log | 日志保存天数 | Number of days to keep the log entries | Older Log entries may be deleted | KeepLogDays numeric(10) Integer |
| Organization Tree | 主树-机构 | null | null | AD_Tree_Org_ID numeric(10) Table |
| Menu Tree | 主树-菜单 | null | null | AD_Tree_Menu_ID numeric(10) Table |
| BPartner Tree | 主树-业务伙伴 | null | null | AD_Tree_BPartner_ID numeric(10) Table |
| Product Tree | 主树-产品 | null | null | AD_Tree_Product_ID numeric(10) Table |
| Project Tree | 主树-项目 | null | null | AD_Tree_Project_ID numeric(10) Table |
| Sales Region Tree | 主树-销售区域 | null | null | AD_Tree_SalesRegion_ID numeric(10) Table |
| Campaign Tree | Primary Tree Campaign | null | null | AD_Tree_Campaign_ID numeric(10) Table |
| Activity Tree | Primary Tree Activity | null | null | AD_Tree_Activity_ID numeric(10) Table |
| Logo | Logo | null | null | Logo_ID numeric(10) Image |
| Logo Report | Logo Report | null | null | LogoReport_ID numeric(10) Image |
| Logo Web | Logo Web | null | null | LogoWeb_ID numeric(10) Image |
描述: Force (not) sharing of client/org entities
幫助 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.
File:客户 - Client Share - 窗口 (iDempiere 1.0.0).png
| 名稱 | 名稱 | 描述 | 幫助 | 產品規格 |
|---|---|---|---|---|
| Client | 客户 | 安装此软件的客户 | 客户是一个公司或者合法的实体。你不能在客户之间共享数据。 | AD_Client_ID numeric(10) NOT NULL Table Direct |
| Organization | 机构 | 客户内的机构实体。 | 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 |
| Name | 名称 | 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 | 描述 | 该记录的可选描述 | 描述最多为 255 个字符。 | Description character varying(255) String |
| Active | 有效 | 本记录有效 | 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 |
| Table | 表 | 字段所在表 | The Table indicates the table in which a field or fields reside. | AD_Table_ID numeric(10) NOT NULL Table Direct |
| Share Type | Share Type | Type of sharing | Defines if a table is shared within a client or not. | ShareType character(1) NOT NULL List |
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