Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Business Partner Info == View information related to business partner orders, receipts/shipments, invoices, and assets. === Partner Selection..."

2021-11-18T12:19:16Z

Created page with "{{BackTo|Screens_Reference}} == Business Partner Info == View information related to business partner orders, receipts/shipments, invoices, and assets. === Partner Selection..."

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== Business Partner Info ==
View information related to business partner orders, receipts/shipments, invoices, and assets.
=== Partner Selection ===

Select a business partner to begin viewing related transactions.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Search Key''' : A fast method for finding a particular record.
* '''Commercial Name''' : Commercial Name of the Business Partner
* '''[[Screenshot:Business Partner Category#Business Partner Category | Business Partner Category]]''' : A classification of business partners based on defined similarities.
* '''[[Screenshot:Business Partner#Business Partner | Sales Representative]]''' : The person in charge of a document.
* '''[[Screenshot:Payment Method#Payment Method | Payment Method]]''' : It is the method by which payment is expected to be made or received.
* '''Form of Payment''' : The method used for payment of this transaction.
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''Payment Rule''' : Purchase payment option
* '''[[Screenshot:Payment Method#Payment Method | PO Payment Method]]'''
* '''[[Screenshot:Payment Term#Header | PO Payment Term]]''' : Payment rules for a purchase order
* '''[[Screenshot:Price List#Price List | Purchase Pricelist]]''' : Price List used by this Business Partner
* '''Customer''' : Indicates a business partner that is your customer, ie. that will be making purchases from you.
* '''Vendor''' : A business partner who sells products or services.
* '''Employee''' : A business partner who will be working for an organization.
* '''Is Sales Representative''' : The person in charge of carry out an order.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
=== Partner Orders ===

View orders related to a specific business partner.
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''Document No.''' : An often automatically generated identifier for all documents.
* '''Document Status''' : The Document Status indicates the status of a document at this time.
* '''Self-Service''' : Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
* '''Order Date''' : The time listed on the order.
* '''[[Screenshot:User#User | Sales Representative]]''' : The person in charge of a document.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''Total Gross Amount''' : The final monetary amount (including taxes) charge listed in a document.
* '''Sales Order''' : A unique and often automatically generated identifier for a sales order.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:ABC Activity#Activity | Activity]]''' : A distinct activity defined and used in activity based management.
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:Warehouse and Storage Bins#Warehouse | Warehouse]]''' : The location where products arrive to or are sent from.
* '''[[Screenshot:User#User | User/Contact]]''' : An acquaintance to reach for information related to the business partner.
* '''[[Screenshot:Organization#Organization | Trx Organization]]''' : The organization which performs or initiates the transaction.
* '''[[Screenshot:Document Type#Document Definition | Transaction Document]]''' : The specific document type which should be used for the document.
* '''Total Net Amount''' : The final sum of all line totals made to a specified document or transaction (not including taxes).
* '''[[Screenshot:Shipping Company#Shipping Company | Shipping Company]]''' : The name of the company making the shipment.
* '''Selected'''
* '''Scheduled Delivery Date''' : The date that a task, process, or action is to be completed or delivered by.
* '''Sales Transaction''' : An indication that a transfer of goods and money between business partners is occurring.
* '''Re-invoice''' : An indication that a transaction may be invoiced to a business partner.
* '''Processed''' : A confirmation that the associated documents or requests are processed.
* '''Process Order''' : Process Order
* '''Process Order''' : Process Order
* '''Priority''' : A defined level of importance or precedence.
* '''Print Discount''' : An option to have any discount printed on the invoice.
* '''Print''' : A reference stating whether or not the document has been printed at any time in the past.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''Posted''' : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Reference''' : A reference or document order number as listed in business partner application.
* '''Invoice Terms''' : Frequency and method of invoicing
* '''[[Screenshot:Business Partner#Location/Address | Invoice Address]]''' : The location where the invoice payment request will be sent.
* '''Freight Cost Rule''' : The calculation method used when charging freight.
* '''Freight Amount''' : The charge amount for a specified shipment.
* '''Form of Payment''' : The method used for payment of this transaction.
* '''[[Screenshot:Business Partner#Business Partner | Drop Ship Partner]]''' : Business Partner for Drop Shipment
* '''[[Screenshot:Business Partner#Location/Address | Drop Ship Location]]''' : Business Partner Shipment Location for Drop Shipment
* '''[[Screenshot:User#User | Drop Ship Contact]]''' : Business Partner Contact for Drop Shipment
* '''Delivery Terms''' : A definition stating when a specific delivery will occur.
* '''Delivery Method''' : The desired means of getting requested goods to a business partner.
* '''Delivered'''
* '''Date printed''' : Date the document was printed.
* '''Copy Lines''' : Browse history of this particular document type for the selected business partner to be able to select lines (products) from these.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Charge Amount''' : The amount of a cost or expense incurred during business activity.
* '''Charge''' : A cost or expense incurred during business activity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Accounting Date''' : The date this transaction is recorded for in the general ledger.
=== Partner Shipments ===

View shipments related to a specific business partner.
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''Document No.''' : An often automatically generated identifier for all documents.
* '''Document Status''' : The Document Status indicates the status of a document at this time.
* '''Movement Type''' : The type of a certain item being moved from one location to another.
* '''Movement Date''' : The date that a certain item is moved from one location to another.
* '''[[Screenshot:User#User | Sales Representative]]''' : The person in charge of a document.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Warehouse and Storage Bins#Warehouse | Warehouse]]''' : The location where products arrive to or are sent from.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''Goods Shipment''' : The document number for identifying an act of sending goods.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:ABC Activity#Activity | Activity]]''' : A distinct activity defined and used in activity based management.
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User#User | User/Contact]]''' : An acquaintance to reach for information related to the business partner.
* '''[[Screenshot:Organization#Organization | Trx Organization]]''' : The organization which performs or initiates the transaction.
* '''Tracking No''' : Number to track the shipment
* '''[[Screenshot:Shipping Company#Shipping Company | Shipping Company]]''' : The name of the company making the shipment.
* '''Ship Date''' : Shipment Date/Time
* '''Sales Transaction''' : An indication that a transfer of goods and money between business partners is occurring.
* '''Processed''' : A confirmation that the associated documents or requests are processed.
* '''Process Shipment''' : Process Shipment (Update Inventory)
* '''Process Shipment''' : Process Shipment (Update Inventory)
* '''Priority''' : A defined level of importance or precedence.
* '''Print''' : A reference stating whether or not the document has been printed at any time in the past.
* '''Posted''' : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
* '''Pick Date''' : Date/Time when picked for Shipment
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Reference''' : A reference or document order number as listed in business partner application.
* '''Order Date''' : The time listed on the order.
* '''Number of Packages''' : The number of packages being shipped.
* '''[[Screenshot:Sales Invoice#Header | Invoice]]''' : A document listing products, quantities and prices, payment terms, etc.
* '''Generate Invoice from Receipt''' : Create and process Invoice from this receipt. The receipt should be correct and completed.
* '''Freight Cost Rule''' : The calculation method used when charging freight.
* '''Freight Amount''' : The charge amount for a specified shipment.
* '''Delivery Terms''' : A definition stating when a specific delivery will occur.
* '''Delivery Method''' : The desired means of getting requested goods to a business partner.
* '''Date printed''' : Date the document was printed.
* '''Create Lines From''' : An addition of statements from pre-existing documents.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Charge Amount''' : The amount of a cost or expense incurred during business activity.
* '''Charge''' : A cost or expense incurred during business activity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Accounting Date''' : The date this transaction is recorded for in the general ledger.
=== Partner Invoices ===

View invoices related to a specific business partner.
* '''[[Screenshot:Document Type#Document Definition | Document Type]]''' : A value defining what sequence and process setup are used to handle this document.
* '''Document No.''' : An often automatically generated identifier for all documents.
* '''Document Status''' : The Document Status indicates the status of a document at this time.
* '''Self-Service''' : Self-Service allows users to enter data or update their data. The flag indicates, that this record was entered or created via Self-Service or that the user can change it via the Self-Service functionality.
* '''Invoice Date''' : The time listed on the invoice.
* '''[[Screenshot:User#User | Sales Representative]]''' : The person in charge of a document.
* '''Description''' : A space to write additional related information.
* '''[[Screenshot:Currency#Currency | Currency]]''' : An accepted medium of monetary exchange that may vary across countries.
* '''Total Gross Amount''' : The final monetary amount (including taxes) charge listed in a document.
* '''[[Screenshot:Sales Order#Header | Sales Order]]''' : A unique and often automatically generated identifier for a sales order.
* '''Invoice''' : A document listing products, quantities and prices, payment terms, etc.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''[[Screenshot:Service Project#Service Project | Project]]''' : Identifier of a project defined within the Project & Service Management module.
* '''[[Screenshot:ABC Activity#Activity | Activity]]''' : A distinct activity defined and used in activity based management.
* '''[[Screenshot:Sales Campaign#Sales Campaign | Sales Campaign]]''' : An advertising effort aimed at increasing sales.
* '''[[Screenshot:User Defined Dimension 1#User Defined Dimension 1 | 1st Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User Defined Dimension 2#User Defined Dimension 2 | 2nd Dimension]]''' : A display of optional elements that are previously defined for this account combination.
* '''[[Screenshot:User#User | User/Contact]]''' : An acquaintance to reach for information related to the business partner.
* '''[[Screenshot:Organization#Organization | Trx Organization]]''' : The organization which performs or initiates the transaction.
* '''[[Screenshot:Document Type#Document Definition | Transaction Document]]''' : The specific document type which should be used for the document.
* '''Total Net Amount''' : The final sum of all line totals made to a specified document or transaction (not including taxes).
* '''Sales Transaction''' : An indication that a transfer of goods and money between business partners is occurring.
* '''Processed''' : A confirmation that the associated documents or requests are processed.
* '''Process Invoice''' : Process Invoice
* '''Process Invoice''' : Process Invoice
* '''Print Discount''' : An option to have any discount printed on the invoice.
* '''Print''' : A reference stating whether or not the document has been printed at any time in the past.
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''Posted''' : An accounting status button that indicates if the transaction has already been posted to the general ledger or not.
* '''[[Screenshot:Payment Term#Header | Payment Terms]]''' : The setup and timing defined to complete a specified payment.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Order Reference''' : A reference or document order number as listed in business partner application.
* '''Order Date''' : The time listed on the order.
* '''Generate Receipt from Invoice''' : Create and process delivery Receipt from this invoice. The invoice should be correct and completed.
* '''Date printed''' : Date the document was printed.
* '''Copy Lines''' : Copy lines (products) from an existing Invoice.
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Charge Amount''' : The amount of a cost or expense incurred during business activity.
* '''Charge''' : A cost or expense incurred during business activity.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Accounting Date''' : The date this transaction is recorded for in the general ledger.
=== Partner Assets ===

View assets for a specific business partner.
* '''[[Screenshot:Product#Product | Product]]''' : An item produced by a process.
* '''[[Screenshot:Asset Group#Asset Category | Asset Category]]''' : A classification of assets based on similar characteristics.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''Lot Name''' : A group of identical or similar items organized and placed into inventory under one number.
* '''Serial No.''' : An attribute used as a unique identifier for a product.
* '''In Service Date''' : Date when Asset was put into service
* '''Expiration Date''' : The date upon which an item is guaranteed to be of good quality.
* '''Asset''' : An item which is owned and exchangeable for cash.
* '''Version No.''' : Version Number
* '''[[Screenshot:User#User | User/Contact]]''' : An acquaintance to reach for information related to the business partner.
* '''Use units''' : Currently used units of the assets
* '''Usable Life - Years''' : Years of the usable life of the asset
* '''Usable Life - Months''' : Months of the usable life of the asset
* '''[[Screenshot:Warehouse and Storage Bins#Storage Bin | Storage Bin]]''' : A set of coordinates (x, y, z) which help locate an item in a warehouse.
* '''Search Key''' : A fast method for finding a particular record.
* '''[[Screenshot:Business Partner#Location/Address | Partner Address]]''' : The location of the selected business partner.
* '''Owned''' : The asset is owned by the organization
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Location comment''' : Additional comments or remarks concerning the location
* '''[[Screenshot:Location#Location | Location / Address]]''' : A specific place or residence.
* '''Life use''' : Units of use until the asset is not usable anymore
* '''In Possession''' : The asset is in the possession of the organization
* '''Help/Comment''' : A comment that adds additional information to help users work with fields.
* '''Fully Depreciated''' : The asset is fully depreciated
* '''Disposed''' : The asset is disposed
* '''Depreciate''' : The asset is used internally and will be depreciated
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Business Partner#Business Partner | Business Partner]]''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Asset Disposal Date''' : Asset disposal date
* '''Asset Depreciation Date''' : Date of last depreciation
* '''Active''' : A flag indicating whether this record is available for use or de-activated.

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Wikiadmin: Created page with "{{BackTo|Screens_Reference}} == Business Partner Info == View information related to business partner orders, receipts/shipments, invoices, and assets. === Partner Selection..."