ManPageW BusinessPartnerInfo

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Contents

Window: Business Partner Info

Description : Document Information of Business Partners

Help :



Tab: Partner Selection

Description : Business Partner Selection

Help :

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

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

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

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

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

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

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


Tab: Partner Orders

Description : Business Partner Orders

Help :

Table Name  : C_Order

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

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).

DocumentNo

NVARCHAR2(30)

String

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

NVARCHAR2(255)

Text

Document Type Document type or rules The Document Type determines document sequence and processing rules C_DocType_ID

NUMBER(10)

TableDir

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 DocStatus

CHAR(2)

List

Date Ordered Date of Order Indicates the Date an item was ordered. DateOrdered

DATE

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. DateAcct

DATE

Date

Date Promised Date Order was promised The Date Promised indicates the date, if any, that an Order was promised for. DatePromised

DATE

Date

Date printed Date the document was printed. Indicates the Date that a document was printed. DatePrinted

DATE

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_BPartner_ID

NUMBER(10)

Search

Invoice Partner Business Partner to be invoiced If empty the shipment business partner will be invoiced Bill_BPartner_ID

NUMBER(10)

Table

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

Invoice Location Business Partner Location for invoicing Bill_Location_ID

NUMBER(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. DeliveryRule

CHAR(1)

List

Priority Priority of a document The Priority indicates the importance (high, medium, low) of this document PriorityRule

CHAR(1)

List

Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. M_Warehouse_ID

NUMBER(10)

TableDir

Drop Shipment Drop Shipments are sent from the Vendor directly to the Customer Drop Shipments do not cause any Inventory reservations or movements as the Shipment is from the Vendor's inventory. The Shipment of the Vendor to the Customer must be confirmed. IsDropShip

CHAR(1)

YesNo

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

Sales Transaction This is a Sales Transaction The Sales Transaction checkbox indicates if this item is a Sales Transaction. IsSOTrx

CHAR(1)

YesNo

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

Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Currency_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

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. IsSelfService

CHAR(1)

YesNo

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

CHAR(1)

Button

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

NUMBER(10)

TableDir

Project Financial Project A Project allows you to track and control internal or external activities. C_Project_ID

NUMBER(10)

TableDir

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_Campaign_ID

NUMBER(10)

TableDir

Total Lines Total of all document lines The Total amount displays the total of all lines in document currency TotalLines

NUMBER

Amount

Grand Total Total amount of document The Grand Total displays the total amount including Tax and Freight in document currency GrandTotal

NUMBER

Amount

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 cloase an order, unshipped (backordered) quantities are cancelled. C_Order_ID

NUMBER(10)

ID


Tab: Partner Shipments

Description : Business Partner Shipments

Help :

Table Name  : M_InOut

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

Document Type Document type or rules The Document Type determines document sequence and processing rules C_DocType_ID

NUMBER(10)

Table

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).

DocumentNo

NVARCHAR2(30)

String

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 DocStatus

CHAR(2)

List

Movement Type Method of moving the inventory The Movement Type indicates the type of movement (in, out, to production, etc) MovementType

CHAR(2)

List

Movement Date Date a product was moved in or out of inventory The Movement Date indicates the date that a product moved in or out of inventory. This is the result of a shipment, receipt or inventory movement. MovementDate

DATE

Date

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

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

NVARCHAR2(255)

Text

Warehouse Storage Warehouse and Service Point The Warehouse identifies a unique Warehouse where products are stored or Services are provided. M_Warehouse_ID

NUMBER(10)

TableDir

In Dispute Document is in dispute The document is in dispute. Use Requests to track details. IsInDispute

CHAR(1)

YesNo

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 cloase an order, unshipped (backordered) quantities are cancelled. C_Order_ID

NUMBER(10)

Search

Shipment/Receipt Material Shipment Document The Material Shipment / Receipt M_InOut_ID

NUMBER(10)

ID


Tab: Partner Invoices

Description : Business Partner Invoices

Help :

Table Name  : C_Invoice

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

Document Type Document type or rules The Document Type determines document sequence and processing rules C_DocType_ID

NUMBER(10)

TableDir

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).

DocumentNo

NVARCHAR2(30)

String

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 DocStatus

CHAR(2)

List

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. IsSelfService

CHAR(1)

YesNo

Date Invoiced Date printed on Invoice The Date Invoice indicates the date printed on the invoice. DateInvoiced

DATE

Date

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)

Search

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

NVARCHAR2(255)

Text

Paid The document is paid IsPaid

CHAR(1)

YesNo

In Dispute Document is in dispute The document is in dispute. Use Requests to track details. IsInDispute

CHAR(1)

YesNo

Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Currency_ID

NUMBER(10)

TableDir

Grand Total Total amount of document The Grand Total displays the total amount including Tax and Freight in document currency GrandTotal

NUMBER

Amount

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 cloase an order, unshipped (backordered) quantities are cancelled. C_Order_ID

NUMBER(10)

Search

Invoice Invoice Identifier The Invoice Document. C_Invoice_ID

NUMBER(10)

ID


Tab: Partner Payments

Description : Business Partner Payments

Help :

Table Name  : C_Payment

Fields

Name Description Help Technical Data
Prepayment The Payment/Receipt is a Prepayment Payments not allocated to an invoice with a charge are posted to Unallocated Payments. When setting this flag, the payment is posted to the Customer or Vendor Prepayment account. IsPrepayment

CHAR(1)

YesNo

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

Document Type Document type or rules The Document Type determines document sequence and processing rules C_DocType_ID

NUMBER(10)

TableDir

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).

DocumentNo

NVARCHAR2(30)

String

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 DocStatus

CHAR(2)

List

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. IsSelfService

CHAR(1)

YesNo

Transaction Date Transaction Date The Transaction Date indicates the date of the transaction. DateTrx

DATE

Date

Bank Account Account at the Bank The Bank Account identifies an account at this Bank. C_BankAccount_ID

NUMBER(10)

TableDir

Online Access Can be accessed online The Online Access check box indicates if the application can be accessed via the web. IsOnline

CHAR(1)

YesNo

Currency The Currency for this record Indicates the Currency to be used when processing or reporting on this record C_Currency_ID

NUMBER(10)

TableDir

Payment amount Amount being paid Indicates the amount this payment is for. The payment amount can be for single or multiple invoices or a partial payment for an invoice. PayAmt

NUMBER

Amount

Discount Amount Calculated amount of discount The Discount Amount indicates the discount amount for a document or line. DiscountAmt

NUMBER

Amount

Write-off Amount Amount to write-off The Write Off Amount indicates the amount to be written off as uncollectible. WriteOffAmt

NUMBER

Amount

Delayed Capture Charge after Shipment Delayed Capture is required, if you ship products. The first credit card transaction is the Authorization, the second is the actual transaction after the shipment of the product. IsDelayedCapture

CHAR(1)

YesNo

Invoice Invoice Identifier The Invoice Document. C_Invoice_ID

NUMBER(10)

Search

Payment Payment identifier The Payment is a unique identifier of this payment. C_Payment_ID

NUMBER(10)

ID


Tab: Partner Assets

Description : Business Partner Assets

Help :

Table Name  : A_Asset

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

Asset Group Group of Assets The group of assets determines default accounts. If an asset group is selected in the product category, assets are created when delivering the asset. A_Asset_Group_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

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

NVARCHAR2(255)

String

Product Product, Service, Item Identifies an item which is either purchased or sold in this organization. M_Product_ID

NUMBER(10)

Search

Attribute Set Instance Product Attribute Set Instance The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. M_AttributeSetInstance_ID

NUMBER(10)

ProductAttribute

Lot No Lot number (alphanumeric) The Lot Number indicates the specific lot that a product was part of. Lot

NVARCHAR2(255)

String

Serial No Product Serial Number The Serial Number identifies a tracked, warranted product. It can only be used when the quantity is 1. SerNo

NVARCHAR2(255)

String

Quantity Quantity The Quantity indicates the number of a specific product or item for this document. Qty

NUMBER

Quantity

In Service Date Date when Asset was put into service The date when the asset was put into service - usually used as start date for depreciation. AssetServiceDate

DATE

Date

Guarantee Date Date when guarantee expires Date when the normal guarantee or availability expires GuaranteeDate

DATE

Date


Tab: Partner Requests

Description : Business Partner Requests

Help :

Table Name  : R_Request

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

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

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).

DocumentNo

NVARCHAR2(30)

String

Group Request Group Group of requests (e.g. version numbers, responsibility, ...) R_Group_ID

NUMBER(10)

TableDir

Category Request Category Category or Topic of the Request R_Category_ID

NUMBER(10)

TableDir

Status Request Status Status if the request (open, closed, investigating, ..) R_Status_ID

NUMBER(10)

TableDir

Resolution Request Resolution Resolution status (e.g. Fixed, Rejected, ..) R_Resolution_ID

NUMBER(10)

TableDir

Priority Indicates if this request is of a high, medium or low priority. The Priority indicates the importance of this request. Priority

CHAR(1)

List

User Importance Priority of the issue for the User PriorityUser

CHAR(1)

List

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

Summary Textual summary of this request The Summary allows free form text entry of a recap of this request. Summary

NVARCHAR2(2000)

Text

Date last action Date this request was last acted on The Date Last Action indicates that last time that the request was acted on. DateLastAction

DATE

DateTime

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

NVARCHAR2(2000)

String

Due type Status of the next action for this Request The Due Type indicates if this request is Due, Overdue or Scheduled. DueType

CHAR(1)

List

Date next action Date that this request should be acted on The Date Next Action indicates the next scheduled date for an action to occur for this request. DateNextAction

DATE

DateTime

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