| 标签页
定义了作为机构客户的业务伙伴。
过程信息
- 客户选项（Client option）: 如果选择这个选项，与客户直接相关的附加字段就在界面上显示。
- 开发票（Invoicing）: 定义给客户开发票的方式。开发票可以采用这样几种方式：
- 货物送达后（After Delivery）: 在货物送达后针对所有的送货开具发票。
- 立即（Immediately）: 不需要等到送货，就针对所有请求物料开票。
- 不开发票（Do not invoice）: 该客户的有关请求不开发票。
- 订单发货后（After order delivery）: 订单完成发货后，就开发票。部分发货的订单，在整个订单完成发货后再开发票。
- 送货后依据客户时间表（Customer Schedule after delivery）:发票依据发票日程表开具，记录所有请求的发货。发票日程表确定发票日期。
- 发票日程表（Invoice Calendar）:指出发票生成的周期。
- 税（Taxes）: 当采购货品或服务时所应支付的税务的金额列表。每个业务伙伴都有相应指定的税。
- 付款方式（Payment Method）: 发票结账的方式：包括支票，银行转账，汇款，信用卡等。
- 支付条款（Payment Conditions): 发票结账所应遵循的系列规则。有关支付条款的详情请参见V.3.3章节说明。
- 业务员（Salesman）: 指明负责处理客户事务的相应的业务员。这意味着公司可能会指派员工负责其客户的事务，并可对业务伙伴设定信用额度。
- 到期日（Due Date）: 如果支付条款指定固定的支付日期，用户可以每月最多设定3天用以接收或支付款项。
到期日在客户表中设定同时可对不同的支付条款设定优先级。|}
供应商（Vendor）
Tab
If the vendor tab is selected, additional fields are shown which relate directly to the vendor. Such fields include payment method and conditions, taxes, etc.
员工（Employee）
Tab
Defines a business partner who is employeed by the organization. If the employee also has another function, this is indicated using the selection option.
银行帐户（Bank Account）
Tab
Defines all banking information for a specific business partner. This data is used to process payments and remittances. One business partner may have many accounts.
地址（Location）
Tab
The addresses of the client can be different, according to a variety of definitions. These addresses are managed in this specific tab.
Process Information
For each type of address, many addresses may also exist.
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
联系方式(用户)（Contact (User)）
Tab
Allows the user to define one or many contact persons for each business partner. For each contact, the following may be submitted: name, description, commentaries, telephone, position in the company, etc.
关系点（Interest Area）
Tab
This table allows the user to define different interest areas for each business partner. This is useful toward designing a directed marketing campaign, or tracking partner needs.
产品模版（Product Template）
Tab
This allows the user to configure standard requests for a business partner. 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. Each line of the template is processed in the much the same way as a regular process.
折扣（Discounts）
Business partners may be able to receive one or many discounts. Discounts are defined in the business partner rules.
The discount can be in cascade, meaning that a discount is applied and on the result of that discount, another may be added. The discounts are explained in details in Business Partner Rules.
优惠（Rappels）
Tab
Rappel discounts according to sales reached is indicated. This figure is widely used in the distribution and advertising sectors. Rappels may be valid during a defined period of time.
Rappel Liquidation
Tab
The liquidation of applied rappels is registered. The system automatically generates invoices for the amounts due. The liquidation reference has a corresponding invoice.
|
