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ERP 2.50:User Manual 2.50/Business Partner Setup

Contents

IconAutoForm.png Business Partner Category

Create and edit information related to similar business partners at one time by grouping them.
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Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner Category:A classification of business partners based on defined similarities.
Client:Client for this installation.
Default:A value that is shown whenever a record is created.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Search Key:A fast method for finding a particular record.

IconAutoForm.png Invoice Schedule

Define invoice schedules to be used for business partners.


What is an Invoice Schedule?

Defines the frequency or period between generating invoices. This is used when the client would like to receive 1 invoice with all shipments for a given period of time (e.g. daily, weekly, monthly, quarterly, etc.).

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Tab23.png Invoice Schedule

Create invoice schedules to be used for business partners.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Amount:A monetary sum of two or more quantities. Not yet implemented
Amount Limit:Send invoices only if the amount exceeds the limit. Not yet implemented
Client:Client for this installation.
Default:A value that is shown whenever a record is created.
Description:A space to write additional related information.
Invoice Day:Day of Invoice Generation
Invoice day cut-off:Last day for including shipments
Invoice Frequency:How often invoices will be generated
Invoice on even weeks:Send invoices on even weeks
Invoice Schedule:Schedule for generating Invoices
Invoice Week Day:Day to generate invoices
Invoice weekday cutoff:Last day in the week for shipments to be included
Name:An identifier for a document which can be used as a search tool.
Organization:Organizational entity within client

IconAutoForm.png Title

Define titles to be used to address a business partner.
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Tab23.png Title

Create titles to be used for business partners and contacts.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Default:A value that is shown whenever a record is created.
First name only:Print only the first name in greetings
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Title:A description, often abbreviated, of how to address a business partner.

IconAutoForm.png Payment Term

Define payment terms to be used for business partners taking part in transactions.


What is a Payment Term?

Payment conditions which apply to invoice payments dates to in order to calculate the invoices due date. If it is necessary to divide payments and receipts in to terms thus using the the line tab condition. In each line, the percentage of payments and receipts with the conditions is defined as is mode of payment and due dates.

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Tab23.png Header

Create a payment term.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
After Delivery:Due after delivery rather than after invoicing
Client:Client for this installation.
Comments:A space to write additional related information.
Default:A value that is shown whenever a record is created.
Description:A space to write additional related information.
Discount %:The proportional discount given to an item, without respect to any previously defined discounts.
Discount Days:Number of days from invoice date to be eligible for discount
Discount Days 2:Number of days from invoice date to be eligible for discount
Discount 2 %:Discount in percent
Fix month cutoff:Last day to include for next due date
Fix month offset:Number of months (0=same, 1=following)
Fixed due date:Payment is due on a fixed date
Grace Days:Days after due date to send first dunning letter
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.
Next Business Day:Payment due on the next business day
Organization:Organizational entity within client
Overdue Payment Day Rule:A plan to give until a specific day after the agreed payment term to pay without penalty.
Overdue Payment Days Rule:A plan to give additional days after the agreed payment term to pay without penalty.
Payment Terms:The setup and timing defined to complete a specified payment.
Search Key:A fast method for finding a particular record.
Valid:A confirmation that something is correct.

Tab23.png Lines

Add individual payment term criteria to be included in your payment in the case of a split payment. Each term is shown on its own line.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Exclude Tax:
Fix month cutoff:Last day to include for next due date
Fix month offset:Number of months (0=same, 1=following)
Fixed due date:Payment is due on a fixed date
Form of Payment:The method used to pay the request.
Line No.:A line stating the position of this request in the document.
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.
Next Business Day:Payment due on the next business day
Organization:Organizational entity within client
Overdue Payment Day Rule:A plan to give until a specific day after the agreed payment term to pay without penalty.
Overdue Payment Days Rule:A plan to give additional days after the agreed payment term to pay without penalty.
Payment Terms:The setup and timing defined to complete a specified payment.
Percentage:Percent of the entire amount
Rest:

IconAutoForm.png Volume Discount

Create volume discounts related to products and product categories to be assigned to selected business partners.
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Tab23.png Business Partners

Add business partners to be included in the volume discount.


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.
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 Product

Add products to be included in the volume discount.


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
Product:An item produced by a process.
Volume Discount:A promotion given at a specific time of year based on purchase amounts.


Tab23.png Product Category

Add product categories to be included in the volume discount.


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
Product Category:A classification of items based on similar characteristics or attributes.
Volume Discount:A promotion given at a specific time of year based on purchase amounts.


Tab23.png Volume Discount Parameters

Define the parameters for the volume discount.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Amnt From:Amount from
Amnt To:Amount to
Client:Client for this installation.
Discount %:The proportional discount given to an item, without respect to any previously defined discounts.
Organization:Organizational entity within client
Rappel Scale:
Volume Discount:A promotion given at a specific time of year based on purchase amounts.


Tab23.png Volume Discounts

Create a volume discount.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Currency:An accepted medium of monetary exchange that may vary across countries.
Description:A space to write additional related information.
Include Product:Include product
Include Product Category:Include Product Category
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Scaled:Scaled
Volume Discount:A promotion given at a specific time of year based on purchase amounts.

IconAutoForm.png Discount

Create and edit product price percentage discounts.


Keep in Mind:

  • Each discount type must be registered in as a product.
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Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Discount:The percentage price reduction based on the list price.
Discount %:The proportional discount given to an item, without respect to any previously defined discounts.
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.

IconAutoForm.png Business Partner Info

View information related to business partner orders, receipts/shipments, invoices, and assets.
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Tab23.png Partner Assets

View assets for a specific business partner.


Tab23.png Partner Invoices

View invoices related to a specific business partner.


Tab23.png Partner Orders

View orders related to a specific business partner.


Tab23.png Partner Requests

View all requests related to a specific business partner.


Tab23.png Partner Selection

Select a business partner to begin viewing related transactions.


Tab23.png Partner Shipments

View shipments related to a specific business partner.

IconAutoForm.png Salary Category

Create salary categories to be applied to your employees/workers.
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Tab23.png Cost

Create a salary category.


Fields:

Client:Client for this installation.
Cost:A charge related to conducting business.
Cost UOM:The unit of measure associated with the cost located adjacent to this field.
Organization:Organizational entity within client
Salary Category:A classification of salaries based on similar characteristics or attributes.
Salary Category cost:
Starting Date:A parameter stating the starting time range related to a specified request.


Tab23.png Salary Category

Define costs and date ranges for a specified salary category.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Salary Category:A classification of salaries based on similar characteristics or attributes.

IconAutoForm.png Interest Area

Create and edit interest areas to track the potential needs and wants of your business partners.
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Tab23.png Interest Area

Create an interest area.


Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Interest Area:Interest Area or Topic
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Self-Service:This is a Self-Service entry or this entry can be changed via Self-Service


Tab23.png Interest Area Subscription

Define a subscription period for the selected interest area.


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.

IconReport.png Total Product Template Report

Create a report showing products, grouped by business partner.


IconAutoForm.png Vendor Details

Edit available product information grouped by the vendors who sell them.


Tab23.png Vendor

View available products for a specific vendor.


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.
Name:A identifier for a document which can be used as a search tool.
Search Key:A fast method for finding a particular record.


Tab23.png Product Details

Edit details related to specific vendor products.


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.
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.
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.
Scheduled Delivery Time:The date that a task, process, or action is to be completed or delivered by.
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.

Retrieved from "http://wiki.openbravo.com/wiki/ERP_2.50:User_Manual_2.50/Business_Partner_Setup"

This page has been accessed 7,269 times. This page was last modified on 31 August 2012, at 12:17. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.