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Modules:IDL Business Partners

Contents

Introduction

Business Partner is a generic term used for several object types like customer, vendor, employee, etc. All these object types have several properties in common, such as a name, address and contact.

Input file definition

Field name Type Nullable Description Accepted values Comment
Organization String(40) No Indicates the organization to be used when processing documents. [Organization search key]
SearchKey String(40) No Allows for a fast method of finding a particular business partner. Duplicates in this field will create a new Location, Contact or Bank Account (for the referenced Business Partner) if the fields affecting this child entities have changes.
Name String(60) No Business Partner name.
Fiscal Name String(60) Yes Business Partner fiscal name.
Description String(255) Yes More information about the Business Partner.
TaxID String(20) Yes Identifies the legal Identification number of this Entity.
Tax Exempt Boolean No If a business partner is exempt from tax, the exempt tax rate is used. For this, you need to set up a tax rate with a 0% rate and indicate that this is your tax exempt rate. This is required for tax reporting, so that you can track tax exempt transactions. {TRUE, FALSE}
ReferenceNo String(40) Yes The reference number can be printed on orders and invoices to allow your business partner to faster identify your records.
Category String(60) No A way of grouping business partners together for classification and reporting purposes. Provides a method of defining certain defaults to be used when opening new business partners. [Business Partner category name] If it does not exists any category with this name, a new Business Partner Category will be created with this name.
Language String(6) Yes Identifies the language to use for display. [ISO code]
Location1stLine String(60) Yes Identifies the address for a location.
Location2ndLine String(60) Yes Provides additional address information for an entity. It can be used for building location, apartment number or similar information.
LocationPostalCode String(10) Yes Identifies the postal code for this Business Partner address.
LocationCity String(60) Yes Identifies a unique City for this Country or Region.
LocationRegion String(60) Yes Identifies a unique Region for this Country. [Region name] At least Region and Country fields must be filled to create a Business Partner Location. In other case, the location will not be created.
LocationCountry String(60) Yes Defines a Country. Each Country must be defined before it can be used in any document. [Country name] At least Country field must be filled to create a Business Partner Location. In other case, the location will not be created.
LocationPhone String(40) Yes Identifies a telephone number
LocationAlternativePhone String(40) Yes Identifies an alternate telephone number.
LocationFax String(40) Yes Identifies a facsimile number for this Business Partner or Location.
LocationShipToAddress Boolean Yes Indicates if this location is the address to use when shipping orders to this Business Partner.
LocationPayFroAddress Boolean Yes Identifies if this location is the address the Business Partner pays from.
LocationInvoiceToAddress Boolean Yes Indicates if this location is the Invoice to Address for this Business Partner
LocationRemitToAddress Boolean Yes Indicates if this location is the address to which we should send payments to this Business Partner.
ConsumptionDays Integer Yes This field is used Copy Lines From in Order tab to specify the consumptions made in the last n days.
Bank AccountShowGeneric Boolean Yes Generic bank account. {TRUE, FALSE} If true the 'Bank Account - Number' must be filled.
BankAccountShowIBAN Boolean Yes IBAN bank account. {TRUE, FALSE} If true the 'Bank Account - IBAN' must be filled.
BankAccountNumber String(20) Yes Bank account generic number.
BankAccountIBAN String(34) Yes Bank Account IBAN.
ContactUser String(60) Yes Contact name This field must be not null to enter contact data.
ContactFirstName String(60) Yes First Name of the contact.
ContactLastName String(60) Yes Last name of the contact.
ContactDescription String(255) Yes More information about the contact.
ContactEmail String(40) Yes The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com).
ContactPosition String(40) Yes The Title indicates the name that an entity is referred to as.
ContactPhone String(40) Yes Identifies a telephone number.
ContactAlternativePhone String(40) Yes Identifies an alternate telephone number.
ContactFax String(40) Yes Identifies a facsimile number for this Business Partner or Location.
Vendor Boolean No Indicates if this Business Partner is a Vendor. If it is selected, additional fields will display which further identify this vendor. {'TRUE', 'FALSE'}
VendorPaymentMethod String(60) Yes Indicates the method of purchase payment. NAME column from the FIN_PAYMENT_METHOD table. If it does not exists any payment method with this name, a new payment method will be created with this name. Note: the payment method must be associated (before or after import process) to any financial account.
VendorPaymentTerms String(40) Yes Indicates the payment term that will be used when this purchase order becomes an invoice. [Payment term search key]
VendorPurchasePriceList String(40) Yes Default purchase price list for vendor.
VendorTaxCategory String(40) Yes Defined for apply default taxes for procurement transactions. [Tax Category name]
VendorFinancialAccount String(60) Yes Vendor default financial account. NAME column from the FIN_FINANCIAL_ACCOUNT table.
Customer Boolean No Indicates a business partner that is your customer, ie. that will be making purchases from you. If selected, additional fields will display further details that need to be entered for a customer. {'TRUE', 'FALSE'}
CustomerPaymentMethod String(60) Yes Indicates the method of payment used for this transaction (eg. cash, wire transfer, etc.). NAME column from the FIN_PAYMENT_METHOD table. If it does not exists any payment method with this name, a new payment method will be created with this name. Note: the payment method must be associated (before or after import process) to any financial account.
CustomerPaymentTerms String(32) Yes Identifies the method and timing of payment for this transaction. [Payment term search key]
CustomerPriceList String(32) Yes Customer price list. [Price List name]
CustomerTaxCategory String(32) Yes Defined for apply default taxes for procurement transactions. [Tax Category name]
CustomerFinancialAccount String(60) Yes Customer default financial account. NAME column from the FIN_FINANCIAL_ACCOUNT table.
CustomerInvoiceSchedule String(60) Yes Identifies the frequency used when generating invoices. [Invoice Schedule name]
CustomerInvoiceTerms String(60) Yes Defines how a Business Partner is invoiced and the frequency of invoicing. [C_Order InvoiceRule reference list] English: {After Delivery, Immediate, Do not invoice, After Order delivered, Customer Schedule after Delivery}
Employee Boolean No Indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee. {'TRUE', 'FALSE'}
EmployeeSalesRepresentative Boolean Yes Indicates if this employee is also a sales representative. {'TRUE', 'FALSE'}

Default Value definition

Field name Type Accepted values Examples
Organization String(40) [search_key] column from [AD_Org] table.
Language String(6) [ad_language] column from [ad_language] table. es_ES, eu_ES, en_GB, ...
TaxID String(20) 1111, 54321, 789789, ...
Category String(60) [name] column from [c_bpartner] table. Standard Category, VIP, ...
PaymentTerm String(60) [name] column from [c_paymentterm] table. Immediate, One month, Fifteen days ...
SalePriceList String(60) [name] column from [m_pricelist] table. General Sales, Mafalda Sales, Standard Sales...
Country String(60) [name] column from [c_country] table. Spain, United States, United Kingdom, France, ...
POPaymentTerm String(40) [po_payment_term] column from [c_bpartner] table. Fifteen Days, Immidiate, One Month, ...
PurchasePriceList String(40) [purchase_pricelist] column from [c_bpartner] table. Purchase
IsSalesRepresentative Boolean TRUE / True / true / FALSE / False / false
Vendor Boolean TRUE / True / true / FALSE / False / false
Customer Boolean TRUE / True / true / FALSE / False / false
Employee Boolean TRUE / True / true / FALSE / False / false
POFinancialAccount String NAME column from FIN_FINANCIAL_ACCOUNT table.


SOFinancialAccount String NAME column from FIN_FINANCIAL_ACCOUNT table.


InvoiceSchedule String [name] column from [c_invoiceschedule] table.


InvoiceTerm String {After Delivery, Immediate, Do not invoice, After Order delivered, Customer Schedule after Delivery}.

Input file definition (Version 1.X.X)

Field name Type Nullable Description Accepted values Comment
Organization String(40) No Indicates the organization to be used when processing documents. [Organization search key]
SearchKey String(40) No Allows for a fast method of finding a particular business partner. Duplicates in this field will create a new Location, Contact or Bank Account (for the referenced Business Partner) if the fields affecting this child entities have changes.
Name String(60) No Business Partner name.
Description String(255) Yes More information about the Business Partner.
TaxID String(20) Yes Identifies the legal Identification number of this Entity.
Tax Exempt Boolean No If a business partner is exempt from tax, the exempt tax rate is used. For this, you need to set up a tax rate with a 0% rate and indicate that this is your tax exempt rate. This is required for tax reporting, so that you can track tax exempt transactions. {TRUE, FALSE}
ReferenceNo String(40) Yes The reference number can be printed on orders and invoices to allow your business partner to faster identify your records.
Category String(60) No A way of grouping business partners together for classification and reporting purposes. Provides a method of defining certain defaults to be used when opening new business partners. [Business Partner category name] If it does not exists any category with this name, a new Business Partner Category will be created with this name.
Language String(6) Yes Identifies the language to use for display. [ISO code]
Location1stLine String(60) Yes Identifies the address for a location.
Location2ndLine String(60) Yes Provides additional address information for an entity. It can be used for building location, apartment number or similar information.
LocationPostalCode String(10) Yes Identifies the postal code for this Business Partner address.
LocationCity String(60) Yes Identifies a unique City for this Country or Region.
LocationRegion String(60) Yes Identifies a unique Region for this Country. [Region name] At least Region and Country fields must be filled to create a Business Partner Location. In other case, the location will not be created.
LocationCountry String(60) Yes Defines a Country. Each Country must be defined before it can be used in any document. [Country name] At least Country field must be filled to create a Business Partner Location. In other case, the location will not be created.
LocationPhone String(40) Yes Identifies a telephone number
LocationAlternativePhone String(40) Yes Identifies an alternate telephone number.
LocationFax String(40) Yes Identifies a facsimile number for this Business Partner or Location.
LocationShipToAddress Boolean Yes Indicates if this location is the address to use when shipping orders to this Business Partner.
LocationPayFroAddress Boolean Yes Identifies if this location is the address the Business Partner pays from.
LocationInvoiceToAddress Boolean Yes Indicates if this location is the Invoice to Address for this Business Partner
LocationRemitToAddress Boolean Yes Indicates if this location is the address to which we should send payments to this Business Partner.
ConsumptionDays Integer Yes This field is used Copy Lines From in Order tab to specify the consumptions made in the last n days.
Bank AccountShowGeneric Boolean Yes Generic bank account. {TRUE, FALSE} If true the 'Bank Account - Number' must be filled.
BankAccountShowIBAN Boolean Yes IBAN bank account. {TRUE, FALSE} If true the 'Bank Account - IBAN' must be filled.
BankAccountNumber String(20) Yes Bank account generic number.
BankAccountIBAN String(34) Yes Bank Account IBAN.
ContactName String(60) Yes Contact name This field must be not null to enter contact data.
ContactFirstName String(60) Yes First Name of the contact.
ContactLastName String(60) Yes Last name of the contact.
ContactDescription String(255) Yes More information about the contact.
ContactEmail String(40) Yes The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com).
ContactPosition String(40) Yes The Title indicates the name that an entity is referred to as.
ContactPhone String(40) Yes Identifies a telephone number.
ContactAlternativePhone String(40) Yes Identifies an alternate telephone number.
ContactFax String(40) Yes Identifies a facsimile number for this Business Partner or Location.
Vendor Boolean No Indicates if this Business Partner is a Vendor. If it is selected, additional fields will display which further identify this vendor. {'TRUE', 'FALSE'}
VendorFormOfPayment String(32) Yes Indicates the method of purchase payment. [All_Payment Rule reference list] English: {Wire Transfer, Check, Promissory Note, Money Order, Bank Deposit, Cash, Cash on Delivery, Credit Card, On Credit, Bank Remittance, Withholding}
VendorPaymentTerms String(40) Yes Indicates the payment term that will be used when this purchase order becomes an invoice. [Payment term search key]
VendorPurchasePriceList String(40) Yes Default purchase price list for vendor.
VendorTaxCategory String(40) Yes Defined for apply default taxes for procurement transactions. [Tax Category name]
VendorBankAccount String(50) Yes Vendor default bank account. [Displayed account]
Customer Boolean No Indicates a business partner that is your customer, ie. that will be making purchases from you. If selected, additional fields will display further details that need to be entered for a customer. {'TRUE', 'FALSE'}
CustomerFormOfPayment String(60) Yes Indicates the method of payment used for this transaction (eg. cash, wire transfer, etc.) [All_Payment Rule reference list] English: {Wire Transfer, Check, Promissory Note, Money Order, Bank Deposit, Cash, Cash on Delivery, Credit Card, On Credit, Bank Remittance, Withholding}
CustomerPaymentTerms String(32) Yes Identifies the method and timing of payment for this transaction. [Payment term search key]
CustomerPriceList String(32) Yes Customer price list. [Price List name]
CustomerTaxCategory String(32) Yes Defined for apply default taxes for procurement transactions. [Tax Category name]
CustomerBankAccount String(50) Yes Customer default bank account. [Displayed account]
CustomerInvoiceSchedule String(60) Yes Identifies the frequency used when generating invoices. [Invoice Schedule name]
CustomerInvoiceTerms String(60) Yes Defines how a Business Partner is invoiced and the frequency of invoicing. [C_Order InvoiceRule reference list] English: {After Delivery, Immediate, Do not invoice, After Order delivered, Customer Schedule after Delivery}
Employee Boolean No Indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee. {'TRUE', 'FALSE'}
EmployeeSalesRepresentative Boolean Yes Indicates if this employee is also a sales representative. {'TRUE', 'FALSE'}

Default Value definition (Version 1.X.X)

Field name Type Accepted values Examples
Organization String(40) [search_key] column from [AD_Org] table
Language String(6) [ad_language] column from [ad_language] table es_ES, eu_ES, en_GB, ...
TaxID String(20) 1111, 54321, 789789, ...
Category String(60) [name] column from [c_bpartner] table Standard Category, VIP, ...
PaymentTerm String(60) [name] column from [c_paymentterm] table Immediate, One month, Fifteen days ...
SalePriceList String(60) [name] column from [m_pricelist] table General Sales, Mafalda Sales, Standard Sales...
Country String(60) [name] column from [c_country] table Spain, United States, United Kingdom, France, ...
POPaymentTerm String(40) [po_payment_term] column from [c_bpartner] table Fifteen Days, Immidiate, One Month, ...
PurchasePriceList String(40) [purchase_pricelist] column from [c_bpartner] table Purchase
IsSalesRepresentative Boolean TRUE / True / true / FALSE / False / false
Vendor Boolean TRUE / True / true / FALSE / False / false
Customer Boolean TRUE / True / true / FALSE / False / false
Employee Boolean TRUE / True / true / FALSE / False / false
POBankAccount String [displayed_Account] column from [c_bankaccount] table


SOBankAccount String [displayed_Account] column from [c_bankaccount] table


InvoiceSchedule String [name] column from [c_invoiceschedule] table


InvoiceTerm String {After Delivery, Immediate, Do not invoice, After Order delivered, Customer Schedule after Delivery}

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