ManPageW BusinessPartner

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Contents

Window: Business Partner

Description : Maintain Business Partners

Help : The Business Partner window allows you do define any party with whom you transact. This includes customers, vendors and employees. Prior to entering or importing products, you must define your vendors. Prior to generating Orders you must define your customers. This window holds all information about your business partner and the values entered will be used to generate all document transactions



Tab: Business Partner

Description : Business Partner

Help : The Business Partner Tab defines any Entity with whom an organization transacts.

Table Name  : C_BPartner

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

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

NVARCHAR2(40)

String

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. IsEmployee

CHAR(1)

YesNo

Greeting Greeting to print on correspondence The Greeting identifies the greeting to print on correspondence. C_Greeting_ID

NUMBER(10)

TableDir

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. Name

NVARCHAR2(60)

String

Name 2 Additional Name Name2

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(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.

IsActive

CHAR(1)

YesNo

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

CHAR(1)

YesNo

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

CHAR(1)

List

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 amout is used for Credit Management.

Invoices and Payment Allocations determine the Open Balance (i.e. not Orders or Payments).

TotalOpenBalance

NUMBER

Amount

Tax ID Tax Identification The Tax ID field identifies the legal Identification number of this Entity. TaxID

VARCHAR2

String

Tax exempt Business partner is exempt from tax If a business partner is exempt from tax, 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

CHAR(1)

YesNo

D-U-N-S Dun & Bradstreet Number Used for EDI - For details see www.dnb.com/dunsno/list.htm DUNS

CHAR(11)

String

Reference 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

NVARCHAR2(40)

String

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

CHAR(6)

String

Rating Classification or Importance The Rating is used to differentiate the importance Rating

CHAR(1)

String

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

NUMBER(10)

TableDir

Language 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

VARCHAR2

Table

URL Full URL address - e.g. http://www.adempiere.org The URL defines an fully qualified web address like http://www.adempiere.org URL

NVARCHAR2(120)

Unknown (40)

Prospect Indicates this is a Prospect The Prospect checkbox indicates an entity that is an active prospect. IsProspect

CHAR(1)

YesNo

Link Organization Link Business Partner to an Organization If the Business Partner is another Organization, select the Organization or set to empty to create a new Organization. You link a Business Partner to an Organization to create explicit Documents for Inter-Org transaction.

If you create a new Organization, you may supply a Organization Type. If you select a Role, the access to the new Organization is limited to that role, otherwise all (non manual) roles of the Client will have access to the new Organization.

AD_OrgBP_ID

NUMBER(10)

Button

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

NUMBER

Amount

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

NUMBER

Amount

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

NUMBER

CostsPrices

Employees Number of employees Indicates the number of employees for this Business Partner. This field displays only for Prospects. NumberEmployees

NUMBER(10)

Integer

Share Share of Customer's business as a percentage The Share indicates the percentage of this Business Partner's volume of the products supplied. ShareOfCustomer

NUMBER(10)

Integer

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

NUMBER(10)

Integer

First Sale Date of First Sale The First Sale Date identifies the date of the first sale to this Business Partner FirstSale

DATE

Date


Tab: Customer

Description : Define Customer Parameters

Help : The Customer Tab defines a Business Partner who is a customer of this organization. If the Customer check box is selected then the necessary fields will display.

Table Name  : C_BPartner

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

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

NVARCHAR2(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. Name

NVARCHAR2(60)

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.

IsActive

CHAR(1)

YesNo

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. IsCustomer

CHAR(1)

YesNo

Document Copies Number of copies to be printed The Document Copies indicates the number of copies of each document that will be generated. DocumentCopies

NUMBER(10)

Integer

Invoice Rule Frequency and method of invoicing The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. InvoiceRule

CHAR(1)

List

Invoice Schedule Schedule for generating Invoices The Invoice Schedule identifies the frequency used when generating invoices. C_InvoiceSchedule_ID

NUMBER(10)

TableDir

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. DeliveryRule

CHAR(1)

List

Delivery Via How the order will be delivered The Delivery Via indicates how the products should be delivered. For example, will the order be picked up or shipped. DeliveryViaRule

CHAR(1)

List

Price List 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

NUMBER(10)

TableDir

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

NUMBER(10)

Table

Flat Discount % Flat discount percentage FlatDiscount

NUMBER

Number

Payment Rule How you pay the invoice The Payment Rule indicates the method of invoice payment. PaymentRule

CHAR(1)

List

Payment Term The terms of Payment (timing, discount) Payment Terms identify the method and timing of payment. C_PaymentTerm_ID

NUMBER(10)

TableDir

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. SalesRep_ID

NUMBER(10)

Table

Dunning Dunning Rules for overdue invoices The Dunning indicates the rules and method of dunning for past due payments. C_Dunning_ID

NUMBER(10)

TableDir

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. POReference

NVARCHAR2(20)

String

Discount Printed Print Discount on Invoice and Order The Discount Printed Checkbox indicates if the discount will be printed on the document. IsDiscountPrinted

CHAR(1)

YesNo

Order Description Description to be used on orders The Order Description identifies the standard description to use on orders for this Customer. SO_Description

NVARCHAR2(255)

String

Invoice Print Format Print Format for printing Invoices You need to define a Print Format to print the document. Invoice_PrintFormat_ID

NUMBER(10)

Table

Min Shelf Life % Minimum Shelf Life in percent based on Product Instance Guarantee Date Miminum Shelf Life of products with Guarantee Date instance. If > 0 you cannot select products with a shelf life ((Guarantee Date-Today) / Guarantee Days) less than the minum shelf life, unless you select "Show All" ShelfLifeMinPct

NUMBER(10)

Integer

Credit Limit Total outstanding invoice amounts allowed The Credit Limit indicates the total amount allowed 'on account' in primary accounting currency. If the Credit Limit is 0, no ckeck is performed. Credit Management is based on the Total Open Amount, which includes Vendor activities. SO_CreditLimit

NUMBER

Amount

Credit Used Current open balance The Credit Used indicates the total amount of open or unpaid invoices in primary accounting currency for the Business Partner. Credit Management is based on the Total Open Amount, which includes Vendor activities. SO_CreditUsed

NUMBER

Amount

Dunning Grace DunningGrace

DATE

Date


Tab: Customer Accounting

Description : Define Customer Accounting

Help : The Customer Accounting Tab defines the default accounts to use when this business partner is referenced on an accounts receivable transaction.

Table Name  : C_BP_Customer_Acct

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

TableDir

Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_AcctSchema_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

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

NUMBER(10)

Account

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

NUMBER(10)

Account

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

NUMBER(10)

Account


Tab: Vendor

Description : Define Vendor Parameters

Help : The Vendor Tab defines a Business Partner that is a Vendor for this Organization. If the Vendor check box is selected the necessary fields will display.

Table Name  : C_BPartner

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

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

NVARCHAR2(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. Name

NVARCHAR2(60)

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.

IsActive

CHAR(1)

YesNo

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. IsVendor

CHAR(1)

YesNo

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 emplyee, but does not need to be. IsSalesRep

CHAR(1)

YesNo

Payment Rule Purchase payment option The Payment Rule indicates the method of purchase payment. PaymentRulePO

CHAR(1)

List

PO Payment Term Payment rules for a purchase order The PO Payment Term indicates the payment term that will be used when this purchase order becomes an invoice. PO_PaymentTerm_ID

NUMBER(10)

Table

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

NUMBER(10)

Table

PO Discount Schema Schema to calculate the purchase trade discount percentage PO_DiscountSchema_ID

NUMBER(10)

Table


Tab: Vendor Accounting

Description : Define Vendor Accounting

Help : The Vendor Accounting Tab defines the default accounts to use when this business partner is referenced in an accounts payable transaction.

Table Name  : C_BP_Vendor_Acct

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

TableDir

Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_AcctSchema_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

Vendor Liability Account for Vendor Liability The Vendor Liability account indicates the account used for recording transactions for vendor liabilities V_Liability_Acct

NUMBER(10)

Account

Vendor Service Liability Account for Vender 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

NUMBER(10)

Account

Vendor Prepayment Account for Vendor Prepayments The Vendor Prepayment Account indicates the account used to record prepayments from a vendor. V_Prepayment_Acct

NUMBER(10)

Account


Tab: Employee

Description : Define Employee Parameters

Help : The Employee Tab defines a Business Partner who is an Employee of this organization. If the Employee is also a Sales Representative then the check box should be selected.

Table Name  : C_BPartner

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

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

NVARCHAR2(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. Name

NVARCHAR2(60)

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.

IsActive

CHAR(1)

YesNo

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. IsEmployee

CHAR(1)

YesNo

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 emplyee, but does not need to be. IsSalesRep

CHAR(1)

YesNo


Tab: Employee Accounting

Description : Define Employee Accounting

Help : The Employee Accounting Tab defines the default accounts to use when this business partner is referenced on a expense reimbursement.

Table Name  : C_BP_Employee_Acct

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

TableDir

Accounting Schema Rules for accounting An Accounting Schema defines the rules used in accounting such as costing method, currency and calendar C_AcctSchema_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

Employee Expense Account for Employee Expenses The Employee Expense Account identifies the account to use for recording expenses for this employee. E_Expense_Acct

NUMBER(10)

Account

Employee Prepayment Account for Employee Expense Prepayments The Employee Prepayment Account identifies the account to use for recording expense advances made to this employee. E_Prepayment_Acct

NUMBER(10)

Account


Tab: Bank Account

Description : Define Bank Account

Help : The Define Bank Account Tab defines the banking information for this business partner. This data is used for processing payments and remittances.

Table Name  : C_BP_BankAccount

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

Search

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

ACH Automatic Clearing House The ACH checkbox indicates if this Bank Account accepts ACH transactions. IsACH

CHAR(1)

YesNo

Account Usage Business Partner Bank Account usage Determines how the bank account is used. BPBankAcctUse

CHAR(1)

List

Bank Bank The Bank is a unique identifier of a Bank for this Organization or for a Business Partner with whom this Organization transacts. C_Bank_ID

NUMBER(10)

Search

Bank Account Type Bank Account Type The Bank Account Type field indicates the type of account (savings, checking etc) this account is defined as. BankAccountType

CHAR(1)

List

Routing No Bank Routing Number The Bank Routing Number (ABA Number) identifies a legal Bank. It is used in routing checks and electronic transactions. RoutingNo

NVARCHAR2(20)

String

Account No Account Number The Account Number indicates the Number assigned to this bank account. AccountNo

NVARCHAR2(20)

String

Credit Card Credit Card (Visa, MC, AmEx) The Credit Card drop down list box is used for selecting the type of Credit Card presented for payment. CreditCardType

CHAR(1)

List

Number Credit Card Number The Credit Card number indicates the number on the credit card, without blanks or spaces. CreditCardNumber

NVARCHAR2(20)

String

Verification Code Credit Card Verification code on credit card The Credit Card Verification indicates the verification code on the credit card (AMEX 4 digits on front; MC,Visa 3 digits back) CreditCardVV

VARCHAR2

String

Exp. Month Expiry Month The Expiry Month indicates the expiry month for this credit card. CreditCardExpMM

NUMBER(10)

Integer

Exp. Year Expiry Year The Expiry Year indicates the expiry year for this credit card. CreditCardExpYY

NUMBER(10)

Integer

Account Name Name on Credit Card or Account holder The Name of the Credit Card or Account holder. A_Name

NVARCHAR2(60)

String

Account Street Street address of the Credit Card or Account holder The Street Address of the Credit Card or Account holder. A_Street

NVARCHAR2(60)

String

Account City City or the Credit Card or Account Holder The Account City indicates the City of the Credit Card or Account holder A_City

NVARCHAR2(60)

String

Account Zip/Postal Zip Code of the Credit Card or Account Holder The Zip Code of the Credit Card or Account Holder. A_Zip

NVARCHAR2(20)

String

Account State State of the Credit Card or Account holder The State of the Credit Card or Account holder A_State

NVARCHAR2(40)

String

Account Country Country Account Country Name A_Country

NVARCHAR2(40)

String

Driver License Payment Identification - Driver License The Driver's License being used as identification. A_Ident_DL

NVARCHAR2(20)

String

Social Security No Payment Identification - Social Security No The Social Security number being used as identification. A_Ident_SSN

NVARCHAR2(20)

String

Account EMail Email Address The EMail Address indicates the EMail address off the Credit Card or Account holder. A_EMail

NVARCHAR2(60)

String

Address verified This address has been verified The Address Verified indicates if the address has been verified by the Credit Card Company. R_AvsAddr

CHAR(1)

List

Zip verified The Zip Code has been verified The Zip Verified indicates if the zip code has been verified by the Credit Card Company. R_AvsZip

CHAR(1)

List


Tab: Location

Description : Define Location

Help : The Location Tab defines the physical location of a business partner. A business partner may have multiple location records.

Table Name  : C_BPartner_Location

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(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. Name

NVARCHAR2(60)

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.

IsActive

CHAR(1)

YesNo

Address Location or Address The Location / Address field defines the location of an entity. C_Location_ID

NUMBER(10)

Location

Phone Identifies a telephone number The Phone field identifies a telephone number Phone

NVARCHAR2(40)

String

2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. Phone2

NVARCHAR2(40)

String

Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location Fax

NVARCHAR2(40)

String

ISDN ISDN or modem line The ISDN identifies a ISDN or Modem line number. ISDN

NVARCHAR2(40)

String

Ship Address Business Partner Shipment Address If the Ship Address is selected, the location is used to ship goods to a customer or receive goods from a vendor. IsShipTo

CHAR(1)

YesNo

Invoice Address Business Partner Invoice/Bill Address If the Invoice Address is selected, the location is used to send invoices to a customer or receive invoices from a vendor. IsBillTo

CHAR(1)

YesNo

Pay-From Address Business Partner pays from that address and we'll send dunning letters there If the Pay-From Address is selected, this location is the address the Business Partner pays from and where dunning letters will be sent to. IsPayFrom

CHAR(1)

YesNo

Remit-To Address Business Partner payment address If the Remit-To Address is selected, the location is used to send payments to the vendor. IsRemitTo

CHAR(1)

YesNo

Sales Region Sales coverage region The Sales Region indicates a specific area of sales coverage. C_SalesRegion_ID

NUMBER(10)

TableDir


Tab: Contact (User)

Description : Maintain User within the system - Internal or Business Partner Contact

Help : The User identifies a unique user in the system. This could be an internal user or a business partner contact

Table Name  : AD_User

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(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. Name

NVARCHAR2(60)

String

Description Optional short description of the record A description is limited to 255 characters. Description

NVARCHAR2(255)

String

Comments Comments or additional information The Comments field allows for free form entry of additional information. Comments

NVARCHAR2(2000)

Text

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

CHAR(1)

YesNo

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. EMail

NVARCHAR2(60)

String

Password Password of any length (case sensitive) The Password for this User. Passwords are required to identify authorized users. For Adempiere Users, you can change the password via the Process "Reset Password". Password

NVARCHAR2(40)

String

Greeting Greeting to print on correspondence The Greeting identifies the greeting to print on correspondence. C_Greeting_ID

NUMBER(10)

TableDir

Partner Location Identifies the (ship to) address for this Business Partner The Partner address indicates the location of a Business Partner C_BPartner_Location_ID

NUMBER(10)

TableDir

Title Name this entity is referred to as The Title indicates the name that an entity is referred to as. Title

NVARCHAR2(40)

String

Birthday Birthday or Anniversary day Birthday or Anniversary day Birthday

DATE

Date

Phone Identifies a telephone number The Phone field identifies a telephone number Phone

NVARCHAR2(40)

String

2nd Phone Identifies an alternate telephone number. The 2nd Phone field identifies an alternate telephone number. Phone2

NVARCHAR2(40)

String

Fax Facsimile number The Fax identifies a facsimile number for this Business Partner or Location Fax

NVARCHAR2(40)

String

Notification Type Type of Notifications Emails or Notification sent out for Request Updates, etc. NotificationType

CHAR(1)

List

Position Job Position C_Job_ID

NUMBER(10)

TableDir

Full BP Access The user/concat has full access to Business Partner information and resources If selected, the user has full access to the Business Partner (BP) information (Business Documents like Orders, Invoices - Requests) or resources (Assets, Downloads). If you deselet it, the user has no access rights unless, you explicitly grant it in tab "BP Access" IsFullBPAccess

CHAR(1)

YesNo

EMail Verify Date Email was verified EMailVerifyDate

DATE

DateTime

Verification Info Verification information of EMail Address The field contains additional information how the EMail Address has been verified EMailVerify

NVARCHAR2(40)

String

Last Contact Date this individual was last contacted The Last Contact indicates the date that this Business Partner Contact was last contacted. LastContact

DATE

Date

Last Result Result of last contact The Last Result identifies the result of the last contact made. LastResult

NVARCHAR2(255)

String


Tab: BP Access

Description : Access of the User/Contact to Business Partner information and resources

Help : If on User level, "Full BP Access" is NOT selected, you need to give access explicitly here.

Table Name  : AD_UserBPAccess

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

Search

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

CHAR(1)

YesNo

Access Type Type of Access of the user/contact to Business Partner information and resources If on User level, "Full BP Access" is NOT selected, give access explicitly BPAccessType

CHAR(1)

List

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_RequestType_ID

NUMBER(10)

TableDir


Tab: Interest Area

Description : Business Partner Contact Interest Area

Help : Interest Area can be used for Marketing Campaigns

Table Name  : R_ContactInterest

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

User/Contact User within the system - Internal or Business Partner Contact The User identifies a unique user in the system. This could be an internal user or a business partner contact AD_User_ID

NUMBER(10)

TableDir

Interest Area Interest Area or Topic Interest Areas reflect interest in a topic by a contact. Interest areas can be used for marketing campaigns. R_InterestArea_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

Subscribe Date Date the contact actively subscribed Date the contact subscribe the interest area SubscribeDate

DATE

Date

Opt-out Date Date the contact opted out If the field has a date, the customer opted out (unsubscribed) and cannot receive mails for the Interest Area OptOutDate

DATE

Date


Tab: Withholding

Description : Define Withholding (Beta)

Help : The Withholding Tab defines any withholding information for this business partner.

Table Name  : C_BP_Withholding

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_Client_ID

NUMBER(10)

TableDir

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_Org_ID

NUMBER(10)

TableDir

Business Partner Identifies a Business Partner A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson C_BPartner_ID

NUMBER(10)

Search

Withholding Withholding type defined The Withholding indicates the type of withholding to be calculated. C_Withholding_ID

NUMBER(10)

TableDir

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

CHAR(1)

YesNo

Mandatory Withholding Monies must be withheld The Mandatory Withholding checkbox indicates that monies must be withheld from this employee. IsMandatoryWithholding

CHAR(1)

YesNo

Temporary exempt Temporarily do not withhold taxes The Temporary Exempt checkbox indicates that for a limited time, taxes will not be withheld for this employee. IsTemporaryExempt

CHAR(1)

YesNo

Exempt reason Reason for not withholding The Exempt Reason indicates the reason that monies are not withheld from this employee. ExemptReason

NVARCHAR2(20)

String

Contributions

You will find further information here in the Contributions section, as the above sections are automatically generated. Therefore, any changes there would be lost.

The information below should be only additional information to supplement the above. If you find duplications to the above then please edit or raise a note in the Adempiere forum in Sourceforge.

To understand the meaning of optional & required as used below, see Optional & Required Definitions for an explanation.

Window : Business Partner

Path: Menu > Partner Relations > Business Partner Rules > Business Partner

This is where you define all your Business Partners (BP), or in other words, all of your employees, clients and vendors. If you had gone through the Business Partner Group, you will already have a base that can be use for each of your new BPs otherwise, you will define the attributes for each one you create here.

Note, If you want to reuse the information that you enter here in other organizations under the same client, make sure to select the organization "*" at login or choose "*" in the organization drop down when creating a new record. That will make all settings you create common for all organizations under this client. This will apply to any codes, groupings, etc that you want to appear in many levels of an organization in your company (client).

Tab : Business Partner

If you elect to create a new BP, then there are certain fields that are required to be defined.

You will find that the Client and Organization are defaulted based on the choice you made when you logged in. Creating a new record allows you to change the Client and Organization, however, after saving, these values are fixed.

Take a look to Basic & Common Field Definitions

Field: Organization (required)

See Basic & Common Field Definitions - Organization

You may choose an organization of "*" as the BP is valid for all organizations in the client. For example, certain vendors, like your phone provider, stationary, etc.

Field: Credit Status
Indicate what type of credit rating this BP is. For example, they are OK, need to watch, stop, etc. The status is automatically maintained, unless No Credit Check has been selected.

It is used along with Open Balance (the next field) to determine the type of credit status to apply.

Field: Open Balance
This field is calculated based on paid & unpaid invoices. If negative, then the client/tenant owes the BP money. This field is used to determine the Credit Status to apply.

Field: Business Partner Group (required)
By choosing the appropriate group you allow some defaults to be used for the BP. It also allows you to report the BP in a specific group and assists to easily identify the type of BP this is.

Tab : Customer

Document Copies: This is the ADDITIONAL qty of copies to print: Setting it to 0 will trigger default print copies to 1, Setting it to 1 will trigger default print copies to 2, etc ...

Tab : Employee Accounting(required)

The Employee Accounting tab is required if you have elected to make the BP an employee. You can keep the account structure below as it would have defaulted from the Business Partner Group that was assigned to this BP.

Note that this tab still exists even if you have not elected the BP to be an employee. Best not to remove the entry if you have not elected to have the BP as an employee. You never know what is in for the future.

Tab : Bank Account

Select this tab if you want to define banking details for the business partner.

Field: ACH
Select this field if you want to process the bank account via ACH. ACH is only available in the USA.

Even though the term ACH is for the USA banking transfer system, in Adempiere it provides further fields for entering the actual bank account etc.

See [| Wikipedia - Automated Clearing House] for further details

Tab : Location

Select this tab if you want to define location details for the business partner. You can have multiple address locations. The tab allows you to nominate whether the location is for shipping, invoicing, pay-from, or remit-to addresses.

Field: Address (required)
This field cannot be updated directly. At the end of the field there is an icon and when clicked will produce mini-windows that allows you to enter the address information.

If you want to have a different default for the Country and Region, then look at How to change the default country for the Business Partner Location.

Tab : Contact(User)

Select this tab if you want to define various contacts/users for the business partner.

Field: Position
More relevant if the contact/user is an employee. Define the type of position, eg Manager. Which would be used if the employee was an Accounts Manager, Finance Manager, IT Manager, etc.

Tab : BP Access

Only required if you want to limit the type of BP access for this contact/user. This tab is to provide access to the BP details via the web store only and not system access.

Field: Access Type (mandatory)

  • Assets, Download: Define if the user has access to the assets in webstore
  • Business Documents: Define if the user has access to invoices, orders, payments and shipments in webstore
  • Requests: NOT USED!
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