ERP 2.50:User Manual 2.50/Business Partner Setup
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Contents |
Business Partner Category
| Create and edit information related to similar business partners at one time by grouping them. |  |
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. |
Invoice Schedule
| Define invoice schedules to be used for business partners.
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.). |  |
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 |
Title
| Define titles to be used to address a business partner. |  |
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. |
Payment Term
| Define payment terms to be used for business partners taking part in transactions.
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. |  |
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. |
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: |
Volume Discount
| Create volume discounts related to products and product categories to be assigned to selected business partners. |  |
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. |
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. |
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. |
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. |
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. |
Discount
| Create and edit product price percentage discounts.
|  |
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. |
Business Partner Info
| View information related to business partner orders, receipts/shipments, invoices, and assets. |  |
Partner Assets
View assets for a specific business partner.
Partner Invoices
View invoices related to a specific business partner.
Partner Orders
View orders related to a specific business partner.
Partner Requests
View all requests related to a specific business partner.
Partner Selection
Select a business partner to begin viewing related transactions.
Partner Shipments
View shipments related to a specific business partner.
Salary Category
| Create salary categories to be applied to your employees/workers. |  |
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. |
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. |
Interest Area
| Create and edit interest areas to track the potential needs and wants of your business partners. |  |
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 |
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. |
Total Product Template Report
Create a report showing products, grouped by business partner.
Vendor Details
Edit available product information grouped by the vendors who sell them.
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. |
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. |