ManPageW BusinessPartnerInfo
Enjoy it, and help to fill it! But please, always respecting copyright.
Please write your contributions under the Contributions Section
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 |
