Partner Relation Use Case Model

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Contributed by VOSS Com (Virtual University (of Pakistan) Open Source Software Community)


Introduction[edit]

‘Partner Relations’ is a module of the ADempiere ERP used to maintain the record of the Business Partners. A Business Partner may be a customer, vender or/and an employee of the organization.


1. Business Partner Rules

      o	Business Partner Group
      o	Greeting
      o	Payment Terms
      o	Invoice Schedule
      o	Withholding
      o	Dunning
      o	Business Partner
      o	Validate Business Partner
      o	Business Partner Organization
      o	Partner Relations
      o	Counter Document
      o	Unlink Business Partner Organization
      o	Revenue Recognition 

2. Web

      o	Click
      o	Clicks Monthly
      o	Clicks Unprocessed
      o	Counter
      o	Advertisement

3. Services

      o	Resource
      o	Expense Type
      o	Time Type
      o	Expense Report
      o	Expenses (to be invoiced)
      o	Create Sales order from expense
      o	Expenses (not reimbursed)
      o	Create AP Expense Invoiced
      o	Service Level
      o	Training

4. Request

      o	Request Type
      o	Request Group
      o	Request Category
      o	Request Resolution
      o	Request Status
      o	Request Standard Response
      o	Request (all)
      o	Invoice Request
      o	Reopen Request
      o	Interest area
      o	Issue Status
      o	Issue Recommendation
      o	Issue Project
      o	Issue System
      o	Issue User
      o	Known Issue

5. Request

6. Business Partner Info

7. Business Partner Details

8. Business Partner Open

9. Sales Rep Info

10. Mail Template

11. Send Mail Text


Business Partner Rules[edit]

• Business Partner Group

Business partner group window allows maintaining the Business Partner Groups in the organization. A business partner group is used to define the accounting and reporting rules on a group level and that rules will be applicable on all the Business Partners of this group. This window contains “Business Partner Group”, “Accounting” and “Assigned Partners” tabs. Business Partner Group tab is used to maintain the default accounting and reporting parameter of BP Group. Accounting tab is used to maintain the default accounts for all the member of the BP Group. Assigned Partners tab is used to maintain Partners of the Group.

VOSSCOM PARTNERRELATIONS BPGROUP.JPG


• Greeting The Greeting Window allows managing greetings that can be associated with a Business Partner or Business Partner Contact in order to address BP’s. This window contains just “greeting” tab which is used to define the greeting messages.

VOSSCOM PARTNERRELATIONS GREETING.JPG

• Payment Terms This window is used to manage the payments terms which is offered to us by our vender and which is offered by us to our customers, they can be associated with Customer and Venders accordingly.

VOSSCOM PARTNERRELATIONS PAYMENTTERMS.JPG

• Invoice Schedule Invoice Schedule window allows to manage dates or periods at which invoices summary can be generated. For example if a customer wants to have invoices summary on monthly bases, than you would define it in invoice schedule window, which can be associated to the customer.

VOSSCOM PARTNERRELATIONS INVOICESCHEDULE.JPG

• Withholding < BETA FUNCTIONALITY >


• Dunning Dunning window is used to define dunning templates and to define the frequency at which dunning notice can be generated and can be associated with the customers. Dunning window contains three tabs “Dunning” and “Level”. Dunning tab is used to define the dunning template. Level tab is used to define the frequency to generate the dunning notice.

VOSSCOM PARTNERRELATIONS DUNNING.JPG

• Business Partner Business partner window is used to manage the business partners. Business partner may be a Customer, Vender and/or an employee. Business partner group window contains following tabs:

Business Partner: This tab is used to manage Business Partner in the system.

Customer: This tab is used to manage the customer parameters; this tab is used if the business partner is a customer.

Customer Accounting: This tab is used to manage the customer accounting.

Vendor: This tab is used to manage the Vender parameters; this tab is used if the business partner is a Vender.

Vender Accounting: This tab is used to manage the Vender accounting details.

Employee: This tab is used to manage the Employee parameters; this tab is used if the business partner is an employee.

Employee Accounting: This tab is used to manage the employee accounting.

Bank Account: This tab is used to manage the bank account details of the Business Partner.

Location: This tab is used to manage the physical location of the Business Partner.

Contact: Contact tab is used to define the Business Partner Contact information like, email, phone no. , fax etc

BP Access: BP Access tab is used to give access to the BP.

Interest Area: This tab is used to manage the interest areas of the Business partners.

Withholding Rule: This tab is used to manage the withholding rules of the Business Partners.

VOSSCOM PARTNERRELATIONS BUSINESSPARTNER(ADD).JPG

VOSSCOM PARTNERRELATIONS BUSINESSPARTNER(EDIT).JPG

VOSSCOM PARTNERRELATIONS BUSINESSPARTNER(DELETE).JPG

• Validate Business Partner: This process is used to check the balance invoice and payment details of the business partners.

VOSSCOM PARTNERRELATIONS VALIDATEBUSINESSPARTNER.JPG

• Business Partner Organization: This process is used to set and verify the organization of the business partner.

VOSSCOM PARTNERRELATIONS BUSINESSPARTNERORGANIZATION.JPG

• Partner Relations This window is used to manage the relation of BP with another BP who can receive and pay for invoice on his behalf.

VOSSCOM PARTNERRELATIONS PARTNERRELATION.JPG

• Counter Document:

VOSSCOM PARTNERRELATIONS COUNTERDOCUMENT.JPG

• Unlink Business Partner Organization: Unlink business partner organization is a process used to unlink a business partner from an organization.

VOSSCOM PARTNERRELATIONS UNLINKBPORG.JPG

• Revenue Recognition:

< BETA FUNCTIONALITY >

VOSSCOM PARTNERRELATIONS REVENUERECOGNITION.JPG


Web[edit]

<Under Progress>

Services[edit]

<Under Progress>

Request[edit]

• Request Type

Request type window is used to manage the request types, which is used to categorize requests. Request type window consists of following tabs:

Request type: This tab is used to manage the types of requests. Update Notification: Update notification tab is used manage the system user who should be notified on update of the request type.

VOSSCOM PARTNERRELATIONS REQUESTTYPE.JPG

• Request Group

Request Group:

Update Notification: Update notification tab is used manage the system user who should be notified on update of the request type.

VOSSCOM PARTNERRELATIONS REQUESTGROUP.JPG

• Request Category

Request Category:

Update Notification: Update notification tab is used manage the system user who should be notified on update of the request type.

VOSSCOM PARTNERRELATIONS REQUESTCATEGORY.JPG

• Request Resolution:

This window is used to manage the request resolution status.

VOSSCOM PARTNERRELATIONS REQUESTRESOLUTION.JPG

• Request Status:

Request status window is used to manage possible request status categories (which can be associated with request types) and to define all possible request statuses against each status category.

VOSSCOM PARTNERRELATIONS REQUESTSTATUS.JPG

• Request Standard Response:

This window is used to maintain the request standard responses templates.

VOSSCOM PARTNERRELATIONS REQUESTSTANDARDRESPONSE.JPG

• Request (all)

This window is used to view and manage request.

VOSSCOM PARTNERRELATIONS REQUEST(ALL).JPG

• Invoice Request

This process is used to create invoice against the request for invoices.

VOSSCOM PARTNERRELATIONS INVOICEREQUEST.JPG

• Reopen Request

This process is used to reopen the closed requests.

VOSSCOM PARTNERRELATIONS REOPENREQUESTS.JPG

• Interest area

This window is used to define the interest areas and to allocate then to different business partners.

VOSSCOM PARTNERRELATIONS INTERESTAREA.JPG

• Issue Status

This window is used to manage possible statuses of the issues.

VOSSCOM PARTNERRELATIONS ISSUESTATUS.JPG

• Issue Recommendation

This window is used to manage the all possible recommendations to resolve issues.

VOSSCOM PARTNERRELATIONS ISSUESRECOMMENDATION.JPG

• Issue Project

• Issue System

• Issue User

• Known Issue