ManPageW Client

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Contents

Window: Client

Description : Maintain Clients/Tenants

Help : 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). To create new Clients, run the Initial Client Setup with the System Administrator Role. 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: Client

Description : Client/Tenant Definition

Help : 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.

Table Name  : AD_Client

Fields

Name Description Help Technical Data
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

Use Beta Functions 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

CHAR(1)

YesNo

Language Language for this entity The Language identifies the language to use for display and formatting AD_Language

VARCHAR2

Table

Multi Lingual Documents Documents are Multi Lingual 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

CHAR(1)

YesNo

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

CHAR(1)

List

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

CHAR(1)

List

Mail Host 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

NVARCHAR2(60)

String

SMTP Authentication Your mail server requires Authentication Some email servers require authentication before sending emails. If yes, users are required to define their email user name and password. If authentication is required and no user name and password is required, delivery will fail. IsSmtpAuthorization

CHAR(1)

YesNo

Request EMail 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

NVARCHAR2(60)

String

Request Folder 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

NVARCHAR2(20)

String

Request User 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

NVARCHAR2(60)

String

Request User Password Password of the user name (ID) for mail processing RequestUserPW

NVARCHAR2(20)

String

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

CHAR(1)

YesNo

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

CHAR(1)

Button

Model Validation Classes List of data model validation classes separated by ; List of classes implementing the interface org.compiere.model.ModelValidator, separaed by semicolon.

The class is called for the client and alows to validate documents in the prepare stage and monitor model changes.

ModelValidationClasses

NVARCHAR2(255)

String

Post Immediately Post the accounting immediately for testing If selected, the accouning consequences are immediately generated when completing a doecument. Otherwise the document is posted by a batch process. You should select this only if you are testing, IsPostImmediate

CHAR(1)

YesNo

Cost Immediately Update Costs immediately for testing If selected, costs are updated immediately when a Cost Detail record is created (by matching or shipping). Otherwise the costs are updated by batch or when the costs are needed for posting. You should select this only if you are testing, IsCostImmediate

CHAR(1)

YesNo

Store Attachments On File System StoreAttachmentsOnFileSystem

CHAR(1)

YesNo

Windows Attachment Path WindowsAttachmentPath

NVARCHAR2(255)

String

Unix Attachment Path UnixAttachmentPath

NVARCHAR2(255)

String

Store Archive On File System StoreArchiveOnFileSystem

CHAR(1)

YesNo

Windows Archive Path WindowsArchivePath

NVARCHAR2(255)

String

Unix Archive Path UnixArchivePath

NVARCHAR2(255)

String

IsUseASP IsUseASP

CHAR(1)

YesNo


Tab: Client Info

Description : Client Info

Help : 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.

Table Name  : AD_ClientInfo

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

Discount calculated from Line Amounts 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

CHAR(1)

YesNo

Calendar Accounting Calendar Name 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

NUMBER(10)

TableDir

Primary Accounting Schema Primary rules for accounting An Accounting Schema defines the rules used accounting such as costing method, currency and calendar. C_AcctSchema1_ID

NUMBER(10)

Table

UOM for Volume 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

NUMBER(10)

Table

UOM for Weight 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

NUMBER(10)

Table

UOM for Length 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

NUMBER(10)

Table

UOM for Time 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

NUMBER(10)

Table

Template B.Partner 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

NUMBER(10)

Search

Product for Freight M_ProductFreight_ID

NUMBER(10)

Search

Days to keep Log Number of days to keep the log entries Older Log entries may be deleted KeepLogDays

NUMBER(10)

Integer

Organization Tree Tree to determine organizational hierarchy Trees are used for (finanial) reporting and security access (via role) AD_Tree_Org_ID

NUMBER(10)

Table

Menu Tree Tree of the menu Menu access tree AD_Tree_Menu_ID

NUMBER(10)

Table

BPartner Tree Tree to determine business partner hierarchy Trees are used for (finanial) reporting AD_Tree_BPartner_ID

NUMBER(10)

Table

Product Tree Tree to determine product hierarchy Trees are used for (finanial) reporting AD_Tree_Product_ID

NUMBER(10)

Table

Project Tree Tree to determine project hierarchy Trees are used for (finanial) reporting AD_Tree_Project_ID

NUMBER(10)

Table

Sales Region Tree Tree to determine sales regional hierarchy Trees are used for (finanial) reporting AD_Tree_SalesRegion_ID

NUMBER(10)

Table

Campaign Tree Tree to determine marketing campaign hierarchy Trees are used for (finanial) reporting AD_Tree_Campaign_ID

NUMBER(10)

Table

Activity Tree Tree to determine activity hierarchy Trees are used for (finanial) reporting AD_Tree_Activity_ID

NUMBER(10)

Table


Tab: Client Share

Description : Force (not) sharing of client/org entities

Help : 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.

Table Name  : AD_ClientShare

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

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

Table Database Table information The Database Table provides the information of the table definition AD_Table_ID

NUMBER(10)

TableDir

Share Type Type of sharing Defines if a table is shared within a client or not. ShareType

CHAR(1)

List

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