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ERP 2.50:User Manual/Master Data Management

Contents

IconAutoForm.png Business Partner

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Create and edit business partner information, templates, and bank accounts.

What is a Business Partner?

All clients, suppliers, creditors, employees, and anyone else with whom the company interacts.

Keep in Mind:

Tab23.png Bank Account

Define bank accounts to be used for monetary transactions with this business partner.

Fields:

Account City:City or the Credit Card or Account Holder
Account Country:Country
Account EMail:Email Address
Account Name:Name for the Bank Account
Account No:Account Number (Mandatory only for previous bank account encoding).
Account State:State of the Credit Card or Account holder
Account Street:Street address of the Credit Card or Account holder
Account Zip/Postal:Zip Code of the Credit Card or Account Holder
Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Displayed Account:Aspect that this bank account will have when showed anywhere in the application.
Driver's License No:Payment Identification - Driver License
IBAN:International Bank Account Number. If filled in, bank country must be indicated in the country combo box.
Name:An identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Show Generic:A flag indicating that this bank account will be shown in an Generic format, using the bank account code contained in the Generic Account textbox.
Show IBAN:A flag indicating that this bank account will be shown in an IBAN format, using the bank account code contained in the IBAN textbox, and checking that honors the IBAN control check..
Social Security No:Payment Identification - Social Security No
User/Contact:An acquaintance to reach for information related to the business partner.
Zip verified:The Zip Code has been verified

Tab23.png Business Partner

Create a business partner to be used in the application.

Fields:

Acquisition Cost:The cost of gaining the prospect as a customer
Active:A flag indicating whether this record is available for use or de-activated.
Active Prospect/Customer:Indicates a Prospect or Customer
Actual Life Time Value:Actual Life Time Revenue
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Business Partner Category:A classification of business partners based on defined similarities.
Client:Client for this installation.
Consumption Days:Consumption Days
Credit Status:Sales Credit Status
Credit Used:Current open balance
Customer:A business partner who will be making purchases.
Description:A space to write additional related information.
D-U-N-S:Dun & Bradstreet Number
Employees:Number of employees
First Sale:Date of First Sale
Forced org:
Language:Language for this application
NAICS/SIC:Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html
Name:Alphanumeric identifier of the entity
Name 2:Additional Name
One time transaction:
Organization:Organizational entity within client
Potential Life Time Value:Total Revenue expected
Reference No.:The number for a specific reference.
Sales Volume:Total Volume of Sales
Search Key:A fast method for finding a particular record.
Share:Share of Customer's business as a percentage
Summary Level:A means of grouping fields in order to view or hide additional information.
Tax Exempt:A condition stating that for a specific case, taxes must not be applied.
Tax ID:The government defined unique number for assigning and paying taxes.
Title:A description, often abbreviated, of how to address a business partner.
UPC/EAN:A bar code with a number to identify a product.
URL:An address which can be accessed via internet.
Valuation:An estimation or appraisal with the goal of defining a value.
Vendor:A business partner who sells products or services.
Warehouse Calendar:

Tab23.png Contact

Define contacts for dealing with a selected business partner.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Alternative Phone No.:A second contact telephone number for a business partner.
Birthday:An anniversary of birth for a business partner.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Comments:A space to write additional related information.
Description:A space to write additional related information.
Email:An email address for a specified business partner.
Email User ID:User Name (ID) in the Mail System
Email User Password:Password of your email user id
Fax:A fax number for a specified business partner.
First name:Name of the contact
Goal:The aim or objective for a person or task.
Last Contact:Date this individual was last contacted
Last Contact Result:A statement related to the result of the last interaction with a business partner.
Last name:Last name of the contact
Organization:Organizational entity within client
Partner Address:The location of the selected business partner.
Password:A secret code used to allow access to a specified window or tab.
Personal Goal:Goal hierarchy only visible to user
Phone:A telephone number for a specified business partner.
Position:A defined job, title, or ranking within a company.
Process Now:A request to process the respective document or task.
Supervisor:Supervisor for this user - used for escalation
Title:A description, often abbreviated, of how to address a business partner.
Trx Organization:The organization which performs or initiates the transaction.
User:Alphanumeric identifier of the entity
User Name:User Name
User/Contact:An acquaintance to reach for information related to the business partner.

Tab23.png Customer

Define customer properties of a business partner that will purchase items from you.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Credit Limit:Total outstanding invoice amounts allowed
Credit Used:Current open balance
Customer:A business partner who will be making purchases.
Customer Bankaccount:Default Customer Bankaccount
Delivery Method:The desired means of getting requested goods to a business partner.
Delivery Terms:A definition stating when a specific delivery will occur.
Dunning:Dunning Rules for overdue invoices
Form of Payment:The method used to pay the request.
Freight Cost Rule:The calculation method used when charging freight.
Invoice grouping:
Invoice Print Format:Print Format for printing Invoices
Invoice Rule:Frequency and method of invoicing
Invoice Schedule:Schedule for generating Invoices
Managers:
Maturity Date 1:The day of the month that invoices are due. 3 maturity dates can be defined.
Maturity Date 2:The day of the month that invoices are due. 3 maturity dates can be defined.
Maturity Date 3:The day of the month that invoices are due. 3 maturity dates can be defined.
Name:A identifier for a document which can be used as a search tool.
Number of Copies:The number of copies of each document that will be printed.
Order Description:Description to be used on orders
Order Reference:A reference or document order number as listed in business partner application.
Organization:Organizational entity within client
Payment Terms:The setup and timing defined to complete a specified payment.
Price List:A catalog of selected items with prices defined generally or for a specific partner.
Price List Adjustment:A set of guidelines applied to current Price List in order to create a price list.
Print Discount:An option to have any discount printed on the invoice.
Sales Representative:The person in charge of carry out an order.
Search Key:A fast method for finding a particular record.
SO BP Tax Category:SO BP Tax Category

Additional Information:

Invoice Rule: Defines how to invoice a client. There are various options for invoicing:

Tab23.png Discount

Add discounts which may be made available to this business partner.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Cascade:Any additional discount built upon the remaining total after applying previous discounts.
C_Bpartner_Discount_ID:
Client:Client for this installation.
Customer:A business partner who will be making purchases.
Discount:The percentage price reduction based on the list price.
Line No.:A line stating the position of this request in the document.
Organization:Organizational entity within client
Vendor:A business partner who sells products or services.

Tab23.png Employee/Sales Rep

Define employee properties of a business partner.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Current Salary Category:Current salary category for the employee, representing a classification of salaries based on similar characteristics or attributes.
Employee:A business partner who will be working for an organization.
Ismanager:
Isworker:
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Operator:A business partner who will be used for production processes.
Sales Representative:The person in charge of carry out an order.
Search Key:A fast method for finding a particular record.

Tab23.png Interest Area

Create an interest area for the business partner to note special needs or requests.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Interest Area:Interest Area or Topic
Opt-out Date:Date the contact opted out
Organization:Organizational entity within client
Subscribe Date:Date the contact actively subscribed
User/Contact:An acquaintance to reach for information related to the business partner.

Tab23.png Location/Address

Define locations or addresses for the business partner.

Keep in Mind:

The following types of addresses exist:

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Alternative Phone No.:A second contact telephone number for a business partner.
Bill-To Address:Indicates that this address is the Bill to Address
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Fax:A fax number for a specified business partner.
ISDN:ISDN or modem line
Location / Address:A specific place or residence.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Partner Address:The location of the selected business partner.
Pay-From address:Business Partner pays from that address and we'll send dunning letters there
Phone:A telephone number for a specified business partner.
Remit-To address:Address we send payments to
Sales Region:A defined section of the world where sales efforts will be focused.
Ship-to address:Business Partner address to ship goods to
Tax Location:

This field indicates that this location is a fiscal address. Fiscal addresses are shown in all documents.

UPC/EAN:A bar code with a number to identify a product.

Tab23.png Product Template

Create a product template to be used to carry out simple sales order transactions with this business partner.

Keep in Mind:

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Organization:Organizational entity within client
Product:An item produced by a process.
Quantity:The number of a certain item.
Template Type:Type of the template

Tab23.png Salary category

Capability to store the different salary categories that one employee has had during his/her career.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Organization:Organizational entity within client
Salary Category:A classification of salaries based on similar characteristics or attributes.
Starting date:Date since the selected salary category is applied to the Business Partner.

Tab23.png Shipment Route

Create a delivery position for this business partner on a defined shipment route.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Organization:Organizational entity within client
Sequence:The order of records in a specified document.
Warehouse / Service Point:The location where products arrive to or are sent from.

Tab23.png Vendor/Creditor

Define a business partner as a vendor who will sell items.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Fix month day 2:Day of the month of the due date
Fix month day 3:Day of the month of the due date
Form of Payment:The method used to pay the request.
Maturity Date 1:The day of the month that invoices are due. 3 maturity dates can be defined.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Payment Terms:The setup and timing defined to complete a specified payment.
PO BP Tax Category:Bussines Partner Tax Category as a Vendor
PO Discount Schema:Schema to calculate the purchase trade discount percentage
Purchase Price List:A catalog of selected products which can be purchased, each with a specified price.
Search Key:A fast method for finding a particular record.
Vendor:A business partner who sells products or services.
Vendor Bank Account:Default Vendor Bank Account

Tab23.png Volume Discount

Add volume discounts which may be made available to this business partner.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Business partner rappel:
Client:Client for this installation.
Create Invoice:Create invoice
Organization:Organizational entity within client
Sales Transaction:An indication that a transfer of goods and money between business partners is occurring.
Sequence:The order of records in a specified document.
Valid from Date:A parameter stating the starting time of a specified request.
Valid until Date:A parameter stating the ending time of a specified request.
Volume Discount:A promotion given at a specific time of year based on purchase amounts.

Tab23.png Volume Discount Settlement

View invoices for volume discounts accepted and used by this business partner.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business partner rappel:
Client:Client for this installation.
Invoice:A document listing products, quantities and prices, payment terms, etc.
Organization:Organizational entity within client
Sequence:The order of records in a specified document.

Tab23.png Withholding

Define Withholding. The withholding is a fee that a holder of VAT retains from the paid parcel to a professional, but not against a private person. The company becomes a substitute for the tax, and the company must pay the withholding to the Treasury instead of professional.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Organization:Organizational entity within client
Name:An identifier for a document which can be used as a search tool.
Description:Space to write additional related information.
Rate:The percentage to be multiplied by the source to arrive at the tax or exchange amount.

IconAutoForm.png Product

View larger

Create products and manage the related costing, purchasing, and pricing setup.

Keep in Mind:

Tab23.png Bill of Materials

Edit the bill of materials components the selected product consists of.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
BOM Line:
BOM Product:Bill of Material Product
BOM Quantity:Bill of Materials Quantity
BOM Type:Type of BOM
Client:Client for this installation.
Description:A space to write additional related information.
Line No.:A line stating the position of this request in the document.
Organization:Organizational entity within client
Product:An item produced by a process.

Tab23.png Costing

Define cost information for this specific product.

Fields:

Client:Client for this installation.
Cost:A charge related to conducting business.
Cost Type:A distinct cost characteristic used for processes.
Costing:
Ending Date:A parameter stating the ending time range related for a specified request, query, etc.
Invoice Line:A statement displaying one item or charge in an invoice.
Manual:A task or process completed directly by the user, not automatically by the application.
Organization:Organizational entity within client
Permanent:
Price:The cost or value of a good or service.
Product:An item produced by a process.
Production:An indication that an item is being used in production.
Production Line:A statement displaying one item or action in the application.
Quantity:The number of a certain item.
Shipment/Receipt Line:A statement displaying one item, charge, or movement in a shipment/receipt.
Starting Date:A parameter stating the starting time range related to a specified request.
Total Movement Quantity:The final quantity to be moved based on the related business process.

Tab23.png Org Specific

Define specific characteristics which allow this product to be used in an organization.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Capacity:Capacity
Client:Client for this installation.
Minimum Lead Time:Minimum lead time in days to complete the proposal. For example, if this value is 10 and a product is needed for October 30th, MRP suggests initiating purchasing or production on October 20th.
Please notice that the label is a misnomor as this parameter is not expressed in minutes. A better label would have been Minimum Delay or Minimum Lead Time
Max Qty.:Maximun Quantity
Min Qty.:Minumun Quantity.
M_Product_Org_ID:Details for a product in different organizations.
Organization:Organizational entity within client
Planner:The person in charge of making an MRP plan.
Planning Method:
Product:An item produced by a process.
Qty. Std:Quantity Standard
Qty. Type:Quantity Type
Safety Stock:
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.

Tab23.png Price

Define prices which will be used to buy or sell this product. There are three price types:

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
List Price:The starting price of a product before any discount is applied.
Organization:Organizational entity within client
Price Limit:The lowest price a specified item may be sold for.
Price List Version:A price list with a specified validity range.
Product:An item produced by a process.
Standard Price:The regular or normal price of a product in the respective price list.

Tab23.png Product

Create a product.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set:A group of attributes which are assigned to a selected product.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Bill of Materials:Defines if the Product is a Bill of Materials
Bundle Uom:
Business Partner :Identifies a Business Partner
Classification:Classification for grouping
Client:Client for this installation.
Comments:A space to write additional related information.
Company Agent:Purchase or Company Agent
Cost Standar:
Cost Type:A distinct cost characteristic used for processes.
Description:A space to write additional related information.
Description URL:An address for the product description which can be accessed via internet.
Discontinued:A statement mentioning that this product will no longer be available on the market.
Discontinued by:The name of the person who discontinues an item.
Download URL:URL of the Download files
Enforce attribute:For differing the stock of a product by the attribute
Expense Type:Expense report type
Freight Category:A classification used to help calculate shipping company freight amounts.
Greenpoint Uom:
Guarantee Days:Number of days the product is guaranteed or available
Help/Comment:A comment that adds additional information to help users work with fields.
Image:A visual picture used to describe an item.
Image URL:An address for the product image which can be accessed via internet.
Ispriceprinted:Defines if the pricestd is going to be printed or not in the document
Mail Template:A template used to organize and send mail using a standard format.
Name:A identifier for a document which can be used as a search tool.
Name 2:Additional space to write the name of a business partner.
Organization:Organizational entity within client
Print detail records on invoice :Print detail BOM elements on the invoice
Print detail records on pick list:Print detail BOM elements on the pick list
Process Plan:A guide stating how a certain item must move through the transformation process.
Product:An item produced by a process.
Product Category:A classification of items based on similar characteristics or attributes.
Product Type:An important classification used to determine the accounting and management of a product.
Production:An indication that an item is being used in production.
Purchase:An indication that an item may be purchased by a business partner.
Resource:Resource
Revenue Recognition:Method for recording revenue
Sale:An indication that an item may be sold by a business partner.
Search Key:A fast method for finding a particular record.
Shelf Depth:Shelf depth required
Shelf Height:Shelf height required
Shelf Width:Shelf width required
SKU:A "stock keeping unit" used to track items sold to business partners.
Stock minimum:Minimum stock of a product
Stocked:Organization stocks this product
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.
Summary Level:A means of grouping fields in order to view or hide additional information.
Tax Category:A classification of tax options based on similar characteristics or attributes.
Units Per Pallet:Units Per Pallet
UOM:A non monetary unit of measure.
UPC/EAN:A bar code with a number to identify a product.
Upc2:
Verified:The BOM configuration has been verified
Verify BOM:Verify BOM Structure
Version No:Version Number
Volume:Volume of a product
Weight:Weight of a product

Tab23.png Product Customer

Assigns products to customers

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Description:A space to write additional related information.
M_Product_Customer_ID:Product assignation to customer
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Product:An item produced by a process.
UPC/EAN:A bar code with a number to identify a product.

Tab23.png Purchasing

Define information necessary to purchase this product from a specific vendor.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Actual Delivery Time:Actual days between order and delivery
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Capacity:Capacity
Client:Client for this installation.
Currency:An accepted medium of monetary exchange that may vary across countries.
Current vendor:Use this Vendor for pricing and stock replenishment
Discontinued:A statement mentioning that this product will no longer be available on the market.
Discontinued by:The name of the person who discontinues an item.
Fixed Cost per Order:The additional added fixed cost for a purchased product.
Last Invoice Price:The last price paid for this product, as noted in a completed invoice.
Last Purchase Price:The last price pad for this product, as noted in a completed purchase order.
List Price:The official price of a product in a specified currency.
Manufacturer:The business partner that makes a specific product.
Minimum Order Qty.:The minimum number of an item that must be purchased at one time from a vendor.
Organization:Organizational entity within client
Price Applicable from:The time from which a price is valid.
Product:An item produced by a process.
Purchase Order Price:The price charged to purchase a specific item.
Qty. Std:Quantity Standard
Qty. Type:Quantity Type
Quality Rating:Method for rating vendors
Quantity per Package:The number of a specific item that comes in one package.
Royalty Amount:(Included) Amount for copyright, etc.
Purchasing Lead Time:Indicates the number of days between placing an order and the actual delivery as promised by the vendor.
UOM:A non monetary unit of measure.
UPC/EAN:A bar code with a number to identify a product.
Vendor Category:A classification of vendors based on similar characteristics or attributes.
Vendor Product No.:The identifier used by a vendor to indentify a product being purchased by their business partners.

Tab23.png Replenish

Define Replenishment

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Maximum Level:Maximum Inventory level for this product
Minimum Level:Minimum Inventory level for this product
Organization:Organizational entity within client
Product:An item produced by a process.
Replenish Type:Method for re-ordering a product
Warehouse / Service Point:The location where products arrive to or are sent from.

Tab23.png Substitute

Define substitute products to be used if this product becomes unavailable.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Product:An item produced by a process.
Substitute:Product which can be used in place of another product

Tab23.png Transactions

View all transactions related to this product.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute Set Value:An attribute associated with a product as part of an attribute set.
Client:Client for this installation.
Inventory Transaction:
Movement Date:The date that a certain item is moved from one location to another.
Movement Line:An often automatically generated identifier for a movement line.
Movement Quantity:The number of items being moved from one location to another.
Movement Type:The type of a certain item being moved from one location to another.
Organization:Organizational entity within client
Physical Inventory Line:A statement displaying one item in the physical inventory list.
Product:An item produced by a process.
Production Line:A statement displaying one item or action in the application.
Project Issue:Project Issues (Material, Labor)
Shipment/Receipt Line:A statement displaying one item, charge, or movement in a shipment/receipt.
Storage Bin:A set of coordinates (x, y, z) which help locate an item in a warehouse.

Tab23.png UOM

Add a unit of measurement to this product.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Order UOM:The unit of measure being used for the request.
Organization:Organizational entity within client
Product:An item produced by a process.
UOM:A non monetary unit of measure.

IconAutoForm.png Send Email

Create a predefined email to send to a group of business partners, or one specific contact.

Pricing

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Import Data

To aid the transfer of data from other programs to Openbravo, CSV files can be imported.

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