Adempiere3.1.2/en/ManPageW SalesRepInfo olh
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Contents
Window: Sales Rep Info
Description : Company Agent (Sales Rep) Information
Help : This window allows you to view Company agent related information
Tab: Company Agent
Description : Sales Representative Selection
Help :
Table Name : AD_User
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Name | Alphanumeric identifier of the entity | The name of an entity (record) is used as an default search option in addition to the search key. The name is up to 60 characters in length. | Name
NVARCHAR2(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) String |
| Active | The record is active in the system | There are two methods of making records unavailable in the system: One is to delete the record, the other is to de-activate the record. A de-activated record is not available for selection, but available for reports.
There are two reasons for de-activating and not deleting records: (1) The system requires the record for audit purposes. (2) The record is referenced by other records. E.g., you cannot delete a Business Partner, if there are invoices for this partner record existing. You de-activate the Business Partner and prevent that this record is used for future entries. |
IsActive
CHAR(1) YesNo |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | C_BPartner_Location_ID
NUMBER(10) TableDir |
| EMail Address | Electronic Mail Address | The Email Address is the Electronic Mail ID for this User and should be fully qualified (e.g. joe.smith@company.com). The Email Address is used to access the self service application functionality from the web. | EMail
NVARCHAR2(60) String |
| Title | Name this entity is referred to as | The Title indicates the name that an entity is referred to as. | Title
NVARCHAR2(40) String |
| Birthday | Birthday or Anniversary day | Birthday or Anniversary day | Birthday
DATE Date |
| Phone | Identifies a telephone number | The Phone field identifies a telephone number | Phone
NVARCHAR2(40) String |
| Fax | Facsimile number | The Fax identifies a facsimile number for this Business Partner or Location | Fax
NVARCHAR2(40) String |
| Supervisor | Supervisor for this user/organization - used for escalation and approval | The Supervisor indicates who will be used for forwarding and escalating issues for this user - or for approvals. | Supervisor_ID
NUMBER(10) Search |
| Trx Organization | Performing or initiating organization | The organization which performs or initiates this transaction (for another organization). The owning Organization may not be the transaction organization in a service bureau environment, with centralized services, and inter-organization transactions. | AD_OrgTrx_ID
NUMBER(10) Table |
Tab: Orders
Description : All Orders where the Agent "owns" the Order, the Business Partner or the Product
Help :
Table Name : C_Order
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Document No | Document sequence number of the document | The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".
If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
DocumentNo
NVARCHAR2(30) String |
| Order Reference | Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner | The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window. | POReference
NVARCHAR2(20) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) Text |
| Document Type | Document type or rules | The Document Type determines document sequence and processing rules | C_DocType_ID
NUMBER(10) TableDir |
| Document Status | The current status of the document | The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field | DocStatus
CHAR(2) List |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | DateOrdered
DATE Date |
| Account Date | Accounting Date | The Accounting Date indicates the date to be used on the General Ledger account entries generated from this document. It is also used for any currency conversion. | DateAcct
DATE Date |
| Date Promised | Date Order was promised | The Date Promised indicates the date, if any, that an Order was promised for. | DatePromised
DATE Date |
| Date printed | Date the document was printed. | Indicates the Date that a document was printed. | DatePrinted
DATE Date |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Search |
| Invoice Partner | Business Partner to be invoiced | If empty the shipment business partner will be invoiced | Bill_BPartner_ID
NUMBER(10) Table |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | C_BPartner_Location_ID
NUMBER(10) TableDir |
| Invoice Location | Business Partner Location for invoicing | Bill_Location_ID
NUMBER(10) Table | |
| Delivery Rule | Defines the timing of Delivery | The Delivery Rule indicates when an order should be delivered. For example should the order be delivered when the entire order is complete, when a line is complete or as the products become available. | DeliveryRule
CHAR(1) List |
| Priority | Priority of a document | The Priority indicates the importance (high, medium, low) of this document | PriorityRule
CHAR(1) List |
| Warehouse | Storage Warehouse and Service Point | The Warehouse identifies a unique Warehouse where products are stored or Services are provided. | M_Warehouse_ID
NUMBER(10) TableDir |
| Drop Shipment | Drop Shipments are sent from the Vendor directly to the Customer | Drop Shipments do not cause any Inventory reservations or movements as the Shipment is from the Vendor's inventory. The Shipment of the Vendor to the Customer must be confirmed. | IsDropShip
CHAR(1) YesNo |
| Invoice Rule | Frequency and method of invoicing | The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. | InvoiceRule
CHAR(1) List |
| Sales Transaction | This is a Sales Transaction | The Sales Transaction checkbox indicates if this item is a Sales Transaction. | IsSOTrx
CHAR(1) YesNo |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_ID
NUMBER(10) TableDir |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | C_Currency_ID
NUMBER(10) TableDir |
| Sales Representative | Sales Representative or Company Agent | The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. | SalesRep_ID
NUMBER(10) Table |
| Self-Service | This is a Self-Service entry or this entry can be changed via 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. | IsSelfService
CHAR(1) YesNo |
| Payment Rule | How you pay the invoice | The Payment Rule indicates the method of invoice payment. | PaymentRule
CHAR(1) Button |
| Payment Term | The terms of Payment (timing, discount) | Payment Terms identify the method and timing of payment. | C_PaymentTerm_ID
NUMBER(10) TableDir |
| Project | Financial Project | A Project allows you to track and control internal or external activities. | C_Project_ID
NUMBER(10) TableDir |
| Campaign | Marketing Campaign | The Campaign defines a unique marketing program. Projects can be associated with a pre defined Marketing Campaign. You can then report based on a specific Campaign. | C_Campaign_ID
NUMBER(10) TableDir |
| Delivered | IsDelivered
CHAR(1) YesNo | ||
| Invoiced | Is this invoiced? | If selected, invoices are created | IsInvoiced
CHAR(1) YesNo |
| Total Lines | Total of all document lines | The Total amount displays the total of all lines in document currency | TotalLines
NUMBER Amount |
| Grand Total | Total amount of document | The Grand Total displays the total amount including Tax and Freight in document currency | GrandTotal
NUMBER Amount |
Tab: Order Lines
Description : All Order Lines where the Agent "owns" the Order, the Business Partner or the Product
Help :
Table Name : C_OrderLine
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Order | Order | The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you cloase an order, unshipped (backordered) quantities are cancelled. | C_Order_ID
NUMBER(10) Search |
| Line No | Unique line for this document | Indicates the unique line for a document. It will also control the display order of the lines within a document. | Line
NUMBER(10) Integer |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | C_BPartner_Location_ID
NUMBER(10) TableDir |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) Text |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | DateOrdered
DATE Date |
| Date Promised | Date Order was promised | The Date Promised indicates the date, if any, that an Order was promised for. | DatePromised
DATE Date |
| Date Delivered | Date when the product was delivered | DateDelivered
DATE Date | |
| Date Invoiced | Date printed on Invoice | The Date Invoice indicates the date printed on the invoice. | DateInvoiced
DATE Date |
| Warehouse | Storage Warehouse and Service Point | The Warehouse identifies a unique Warehouse where products are stored or Services are provided. | M_Warehouse_ID
NUMBER(10) Table |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
| Description Only | if true, the line is just description and no transaction | If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptional detail lines, e.g. for an Work Order. | IsDescription
CHAR(1) YesNo |
| Resource Assignment | Resource Assignment | S_ResourceAssignment_ID
NUMBER(10) Assignment | |
| Attribute Set Instance | Product Attribute Set Instance | The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. | M_AttributeSetInstance_ID
NUMBER(10) ProductAttribute |
| Ordered Quantity | Ordered Quantity | The Ordered Quantity indicates the quantity of a product that was ordered. | QtyOrdered
NUMBER Quantity |
| Reserved Quantity | Reserved Quantity | The Reserved Quantity indicates the quantity of a product that is currently reserved. | QtyReserved
NUMBER Quantity |
| Delivered Quantity | Delivered Quantity | The Delivered Quantity indicates the quantity of a product that has been delivered. | QtyDelivered
NUMBER Quantity |
| Quantity Invoiced | Invoiced Quantity | The Invoiced Quantity indicates the quantity of a product that have been invoiced. | QtyInvoiced
NUMBER Quantity |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | C_Currency_ID
NUMBER(10) TableDir |
| Tax | Tax identifier | The Tax indicates the type of tax used in document line. | C_Tax_ID
NUMBER(10) TableDir |
| List Price | List Price | The List Price is the official List Price in the document currency. | PriceList
NUMBER CostsPrices |
| Discount % | Discount in percent | The Discount indicates the discount applied or taken as a percentage. | Discount
NUMBER Number |
| Unit Price | Actual Price | The Actual or Unit Price indicates the Price for a product in source currency. | PriceActual
NUMBER CostsPrices |
| Line Amount | Line Extended Amount (Quantity * Actual Price) without Freight and Charges | Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. | LineNetAmt
NUMBER Amount |
Tab: Invoices
Description : All Invoices where the Agent "owns" the Invoice, the Business Partner or the Product
Help :
Table Name : C_Invoice
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Document No | Document sequence number of the document | The document number is usually automatically generated by the system and determined by the document type of the document. If the document is not saved, the preliminary number is displayed in "<>".
If the document type of your document has no automatic document sequence defined, the field is empty if you create a new document. This is for documents which usually have an external number (like vendor invoice). If you leave the field empty, the system will generate a document number for you. The document sequence used for this fallback number is defined in the "Maintain Sequence" window with the name "DocumentNo_<TableName>", where TableName is the actual name of the table (e.g. C_Order). |
DocumentNo
NVARCHAR2(30) String |
| Order Reference | Transaction Reference Number (Sales Order, Purchase Order) of your Business Partner | The business partner order reference is the order reference for this specific transaction; Often Purchase Order numbers are given to print on Invoices for easier reference. A standard number can be defined in the Business Partner (Customer) window. | POReference
NVARCHAR2(20) String |
| Order | Order | The Order is a control document. The Order is complete when the quantity ordered is the same as the quantity shipped and invoiced. When you cloase an order, unshipped (backordered) quantities are cancelled. | C_Order_ID
NUMBER(10) Search |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) Text |
| Document Type | Document type or rules | The Document Type determines document sequence and processing rules | C_DocType_ID
NUMBER(10) TableDir |
| Document Status | The current status of the document | The Document Status indicates the status of a document at this time. If you want to change the document status, use the Document Action field | DocStatus
CHAR(2) List |
| Date Invoiced | Date printed on Invoice | The Date Invoice indicates the date printed on the invoice. | DateInvoiced
DATE Date |
| Account Date | Accounting Date | The Accounting Date indicates the date to be used on the General Ledger account entries generated from this document. It is also used for any currency conversion. | DateAcct
DATE Date |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | DateOrdered
DATE Date |
| Date printed | Date the document was printed. | Indicates the Date that a document was printed. | DatePrinted
DATE Date |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | C_BPartner_ID
NUMBER(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | C_BPartner_Location_ID
NUMBER(10) TableDir |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | M_PriceList_ID
NUMBER(10) TableDir |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | C_Currency_ID
NUMBER(10) TableDir |
| Payment Rule | How you pay the invoice | The Payment Rule indicates the method of invoice payment. | PaymentRule
CHAR(1) Button |
| Payment Term | The terms of Payment (timing, discount) | Payment Terms identify the method and timing of payment. | C_PaymentTerm_ID
NUMBER(10) TableDir |
| Sales Representative | Sales Representative or Company Agent | The Sales Representative indicates the Sales Rep for this Region. Any Sales Rep must be a valid internal user. | SalesRep_ID
NUMBER(10) Search |
| Sales Transaction | This is a Sales Transaction | The Sales Transaction checkbox indicates if this item is a Sales Transaction. | IsSOTrx
CHAR(1) YesNo |
| Self-Service | This is a Self-Service entry or this entry can be changed via 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. | IsSelfService
CHAR(1) YesNo |
| Project | Financial Project | A Project allows you to track and control internal or external activities. | C_Project_ID
NUMBER(10) TableDir |
| Paid | The document is paid | IsPaid
CHAR(1) YesNo | |
| In Dispute | Document is in dispute | The document is in dispute. Use Requests to track details. | IsInDispute
CHAR(1) YesNo |
| Total Lines | Total of all document lines | The Total amount displays the total of all lines in document currency | TotalLines
NUMBER Amount |
| Grand Total | Total amount of document | The Grand Total displays the total amount including Tax and Freight in document currency | GrandTotal
NUMBER Amount |
Tab: Invoice Line
Description : All Invoice Liness where the Agent "owns" the Invoice, the Business Partner or the Product
Help :
Table Name : C_InvoiceLine
Fields
| Name | Description | Help | Technical Data |
|---|---|---|---|
| Client | Client/Tenant for this installation. | A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client. | AD_Client_ID
NUMBER(10) TableDir |
| Organization | Organizational entity within client | An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations. | AD_Org_ID
NUMBER(10) TableDir |
| Invoice | Invoice Identifier | The Invoice Document. | C_Invoice_ID
NUMBER(10) Search |
| Line No | Unique line for this document | Indicates the unique line for a document. It will also control the display order of the lines within a document. | Line
NUMBER(10) Integer |
| Description | Optional short description of the record | A description is limited to 255 characters. | Description
NVARCHAR2(255) Text |
| Charge | Additional document charges | The Charge indicates a type of Charge (Handling, Shipping, Restocking) | C_Charge_ID
NUMBER(10) TableDir |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | M_Product_ID
NUMBER(10) Search |
| Description Only | if true, the line is just description and no transaction | If a line is Description Only, e.g. Product Inventory is not corrected. No accounting transactions are created and the amount or totals are not included in the document. This for including descriptional detail lines, e.g. for an Work Order. | IsDescription
CHAR(1) YesNo |
| Resource Assignment | Resource Assignment | S_ResourceAssignment_ID
NUMBER(10) Assignment | |
| Attribute Set Instance | Product Attribute Set Instance | The values of the actual Product Attribute Instances. The product level attributes are defined on Product level. | M_AttributeSetInstance_ID
NUMBER(10) ProductAttribute |
| Quantity Invoiced | Invoiced Quantity | The Invoiced Quantity indicates the quantity of a product that have been invoiced. | QtyInvoiced
NUMBER Quantity |
| Unit Price | Actual Price | The Actual or Unit Price indicates the Price for a product in source currency. | PriceActual
NUMBER CostsPrices |
| List Price | List Price | The List Price is the official List Price in the document currency. | PriceList
NUMBER CostsPrices |
| Line Amount | Line Extended Amount (Quantity * Actual Price) without Freight and Charges | Indicates the extended line amount based on the quantity and the actual price. Any additional charges or freight are not included. The Amount may or may not include tax. If the price list is inclusive tax, the line amount is the same as the line total. | LineNetAmt
NUMBER Amount |
| Tax Amount | Tax Amount for a document | The Tax Amount displays the total tax amount for a document. | TaxAmt
NUMBER Amount |
| Tax | Tax identifier | The Tax indicates the type of tax used in document line. | C_Tax_ID
NUMBER(10) TableDir |
| Line Total | Total line amount incl. Tax | Total line amount | LineTotalAmt
NUMBER Amount |
