Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Client == A client is an independent entity composed of at least an organization. A client can include and manage master data such as users,..."

2018-10-24T07:09:36Z

Created page with "{{BackTo|Screens Reference}} == Client == A client is an independent entity composed of at least an organization. A client can include and manage master data such as users,..."

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== Client ==
A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client.

=== Client ===

Client window allows to view and maintain the clients created by running the Initial Client Setup process.
* '''Search Key''' : A fast method for finding a particular record.
* '''Name''' : A non-unique identifier for a record/document often used as a search tool.
* '''Description''' : A space to write additional related information.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''[[Screenshot:Currency#Currency | Base Currency]]''' : Base Currency of the Client.
* '''[[Screenshot:Language#Language | Language]]''' : A method of communication being used.
* '''Multilingual Documents''' : Documents are Multi Lingual
* '''Days To Password Expiration''' : Define the days that user password must be valid from previous password change
* '''Mail Host''' : Hostname of Mail Server for SMTP and IMAP
* '''SMTP Authentification''' : Your mail server requires Authentification
* '''Request Email''' : EMail address to send automated mails from or receive mails for automated processing (fully qualified)
* '''Request Folder''' : EMail folder to process incoming emails; if empty INBOX is used
* '''Request User''' : User Name (ID) of the email owner
* '''Request User Password''' : Password of the user name (ID) for mail processing
* '''Central Maintenance''' : A flag indicating that this label is managed in a central repository.
* '''Organization'''
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''Business Partner''' : Anyone who takes part in daily business operations by acting as a customer, employee, etc.
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''Product''' : An item produced by a process.
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''Project''' : Identifier of a project defined within the Project & Service Management module.
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''Cost Center''' : Division that adds to the cost of an organization
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''1st Dimension''' : A display of optional elements that are previously defined for this account combination.
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''2nd Dimension''' : A display of optional elements that are previously defined for this account combination.
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Client''' : Client for this installation.
=== Information ===

Information tab allows to add, edit and maintain client generic information such as default units of measure and images.
* '''Discount calculated from Line Amounts''' : Payment Discount calculation does not include Taxes and Charges
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM for Volume]]''' : Standard Unit of Measure for Volume
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM for Weight]]''' : Standard Unit of Measure for Weight
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM for Length]]''' : Standard Unit of Measure for Length
* '''[[Screenshot:Unit of Measure#Unit of Measure | UOM for Time]]''' : Standard Unit of Measure for Time
* '''[[Screenshot:Business Partner#Business Partner | Template B.Partner]]''' : Business Partner used for creating new Business Partners on the fly
* '''[[Screenshot:Price List#Price List | Price List]]''' : A catalog of selected items with prices defined generally or for a specific partner.
* '''[[Screenshot:Product#Product | Product for Freight]]'''
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Organization]]''' : Organization Tree
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Menu]]''' : Tree Menu
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree BPartner]]''' : Business Partner Tree
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Product]]''' : Product Tree
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Project]]''' : Project Tree
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Sales Region]]'''
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Campaign]]'''
* '''Check Shipment Organization''' : The Checkinoutorg identifies the shipment organization and the business partner organization.
* '''[[Screenshot:Application Image#Application Image | Your Company Menu Image]]'''
* '''Check Order Organization''' : The checkorderorg identifies the order organization and the business partner organization
* '''Group Invoice Lines in Accounting''' : Group Accounting Invoice Lines
* '''[[Screenshot:Application Image#Application Image | Your Company Big Image]]'''
* '''[[Screenshot:Application Image#Application Image | Default Your Company Document Image]]'''
* '''[[Screenshot:Tree and Node Image#Tree | Primary Tree Cost Center]]'''
* '''[[Screenshot:Tree and Node Image#Tree | Primary User Dimension 1]]''' : Primary User Dimension 1
* '''[[Screenshot:Tree and Node Image#Tree | Primary User Dimension 2]]''' : Primary User Dimension 2
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | Third Accounting Schema]]''' : Terceary rules for accounting
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | Second Accounting Schema]]''' : Secondary rules for accounting
* '''[[Screenshot:General Ledger Configuration#General Ledger Configuration | Primary Accounting Schema]]''' : Primary rules for accounting
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''Enable Third Accounting Schema''' : For parallel reporting using different accounting currency or field selection
* '''Enable Second Accounting Schema''' : For parallel reporting using different accounting currency or field selection
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''[[Screenshot:Fiscal Calendar#Calendar | Calendar]]''' : A table showing the days of the week for each month of the year.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
=== Email Configuration ===

Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''Smtp Server'''
* '''SMTP Authentification''' : Your mail server requires Authentification
* '''Smtp Server Account'''
* '''Smtp Server Password'''
* '''Smtp Server Sender Address''' : Address used to send the emails
* '''Smtp Connection Security'''
* '''Smtp Port'''
* '''Smtp Connection Timeout''' : Timeout used in SMTP server communication
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''C_Poc_Configuration_ID'''
=== Dimensions ===

Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not.
* '''Document Category''' : A classification of document types that are shown and processed in the same window.
* '''Accounting Dimension''' : Accounting Dimension
* '''Show in Header''' : This flag indicates whether the accounting dimension is displayed on document header tab.
* '''Show in Lines''' : This flag indicates whether the accounting dimension is displayed on document lines tab.
* '''Show in Breakdown''' : This flag indicates whether the accounting dimension is displayed on document break down tab.
* '''[[Screenshot:Organization#Organization | Organization]]''' : Organizational entity within client
* '''[[Screenshot:Client#Client | Client]]''' : Client for this installation.
* '''Active''' : A flag indicating whether this record is available for use or de-activated.
* '''AD_Client_Acctdimension_ID'''

{{BackTo|Screens Reference}}

[[Category:User Guide]]

Screenshot:Client - Revision history

Wikiadmin: Created page with "{{BackTo|Screens Reference}} == Client == A client is an independent entity composed of at least an organization. A client can include and manage master data such as users,..."