ERP 2.50:User Manual/Master Data Management
Contents |
Business Partner
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:
- Each business partner may be assigned to a business partner group. This option permits the user to apply certain characteristics to all business partners of a selected group.
- The correct management of data in Business Partner Setup is essential for guaranteeing coherence and accuracy when using the application.
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 |
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: |
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. |
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:
- After Delivery: Invoice all shipments after they have been received.
- Immediately: All requested materials should be invoiced, without waiting for materials to be delivered
- Do not invoice: Requests associated with this invoice should not be invoiced
- After order delivery: Completed and delivered orders are then invoiced. If a partial order has been delievered, an invoice is sent after the entire order is delivered.
- Schedule after delivery: Invoice will be done according to an invoice calendar keeping in mind requested shipments. The invoice calender will establish the invoice dates.
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. |
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. |
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. |
Location/Address
Define locations or addresses for the business partner.
Keep in Mind:
The following types of addresses exist:
- Ship-to-Address: Address to use when shipping orders to this Business Partner
- Bill-to-Address: Address to use when sending an invoice
- Pay-from-Address: Address the Business Partner pays from and where dunning letters will be sent
- Remit-to-Address: Address to which the user should send payments to this 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. | |
| 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. |
Product Template
Create a product template to be used to carry out simple sales order transactions with this business partner.
Keep in Mind:
- The user can define a request template, avoiding the need to constantly input certain lines. With templates, a standard request may still be customized. Once defined, the business partner template can be used for sales and requests.
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 |
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. |
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. |
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 |
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. |
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. |
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. |
Product
Create products and manage the related costing, purchasing, and pricing setup.
Keep in Mind:
- Products are one of the three crucial aspects of data management in Openbravo.
- Products can be purchased, sold, in production, or stored.
- In order to properly define any product it is necessary to go first to the Product Setup.
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. |
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. |
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. |
Price
Define prices which will be used to buy or sell this product. There are three price types:
- List Price: The starting price of a product before any discount is applied. This is the price usually published in the catalog.
- Standard Price: Indicated the final product price.
- Limit Price: Indicates a lowest possible price that could be applied for the established product .
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. |
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 |
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. |
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. |
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. |
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 |
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. |
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. |
Send Email
Create a predefined email to send to a group of business partners, or one specific contact.
Pricing
Import Data
To aid the transfer of data from other programs to Openbravo, CSV files can be imported.