ManPageW SalesRepInfo

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Contents

Window: Sales Rep Info

Description : Company Agent (Sales Rep) Information

Help : This window allows you to view Company agent related information



Tab: Company Agent

Description : Sales Representative Selection

Help :

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

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 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

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

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

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

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

NVARCHAR2(40)

String

Supervisor Supervisor for this user/organization - used for escalation and approval The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals. Supervisor_ID

NUMBER(10)

Search

Trx Organization Performing or initiating organization The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions. AD_OrgTrx_ID

NUMBER(10)

Table


Tab: Orders

Description : All Orders where the Agent "owns" the Order, the Business Partner or the Product

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

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

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

Delivered IsDelivered

CHAR(1)

YesNo

Invoiced Is this invoiced? If selected, invoices are created IsInvoiced

CHAR(1)

YesNo

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


Tab: Order Lines

Description : All Order Lines where the Agent "owns" the Order, the Business Partner or the Product

Help :

Table Name  : C_OrderLine

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

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

Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. Line

NUMBER(10)

Integer

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

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

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

NVARCHAR2(255)

Text

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

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 Delivered Date when the product was delivered DateDelivered

DATE

Date

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

DATE

Date

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)

Table

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

NUMBER(10)

Search

Description Only if true, the line is just description and no transaction If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptional detail lines, e.g. for an Work Order. IsDescription

CHAR(1)

YesNo

Resource Assignment Resource Assignment S_ResourceAssignment_ID

NUMBER(10)

Assignment

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

Ordered Quantity Ordered Quantity The Ordered Quantity indicates the quantity of a product that was ordered. QtyOrdered

NUMBER

Quantity

Reserved Quantity Reserved Quantity The Reserved Quantity indicates the quantity of a product that is currently reserved. QtyReserved

NUMBER

Quantity

Delivered Quantity Delivered Quantity The Delivered Quantity indicates the quantity of a product that has been delivered. QtyDelivered

NUMBER

Quantity

Quantity Invoiced Invoiced Quantity The Invoiced Quantity indicates the quantity of a product that have been invoiced. QtyInvoiced

NUMBER

Quantity

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

Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_ID

NUMBER(10)

TableDir

List Price List Price The List Price is the official List Price in the document currency. PriceList

NUMBER

CostsPrices

Discount % Discount in percent The Discount indicates the discount applied or taken as a percentage. Discount

NUMBER

Number

Unit Price Actual Price The Actual or Unit Price indicates the Price for a product in source currency. PriceActual

NUMBER

CostsPrices

Line Amount Line Extended Amount (Quantity * Actual Price) without Freight and Charges Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. LineNetAmt

NUMBER

Amount


Tab: Invoices

Description : All Invoices where the Agent "owns" the Invoice, the Business Partner or the Product

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 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

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

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

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

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

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

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

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

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

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

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

CHAR(1)

YesNo

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

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

NUMBER(10)

TableDir

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

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


Tab: Invoice Line

Description : All Invoice Liness where the Agent "owns" the Invoice, the Business Partner or the Product

Help :

Table Name  : C_InvoiceLine

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

Invoice Invoice Identifier The Invoice Document. C_Invoice_ID

NUMBER(10)

Search

Line No Unique line for this document Indicates the unique line for a document. It will also control the display order of the lines within a document. Line

NUMBER(10)

Integer

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

NVARCHAR2(255)

Text

Charge Additional document charges The Charge indicates a type of Charge (Handling, Shipping, Restocking) C_Charge_ID

NUMBER(10)

TableDir

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

NUMBER(10)

Search

Description Only if true, the line is just description and no transaction If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptional detail lines, e.g. for an Work Order. IsDescription

CHAR(1)

YesNo

Resource Assignment Resource Assignment S_ResourceAssignment_ID

NUMBER(10)

Assignment

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

Quantity Invoiced Invoiced Quantity The Invoiced Quantity indicates the quantity of a product that have been invoiced. QtyInvoiced

NUMBER

Quantity

Unit Price Actual Price The Actual or Unit Price indicates the Price for a product in source currency. PriceActual

NUMBER

CostsPrices

List Price List Price The List Price is the official List Price in the document currency. PriceList

NUMBER

CostsPrices

Line Amount Line Extended Amount (Quantity * Actual Price) without Freight and Charges Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. LineNetAmt

NUMBER

Amount

Tax Amount Tax Amount for a document The Tax Amount displays the total tax amount for a document. TaxAmt

NUMBER

Amount

Tax Tax identifier The Tax indicates the type of tax used in document line. C_Tax_ID

NUMBER(10)

TableDir

Line Total Total line amount incl. Tax Total line amount LineTotalAmt

NUMBER

Amount

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