Window: Sales Rep Info
[Created: 11/12/2003 - Updated: 30/06/2021 ]
Description: Company Agent (Sales Rep) Information
Help: This window allows you to view Company agent related information
Tab: Company Agent
[Created: 11/12/2003 - Updated: 02/01/2000 ]
Description: Sales Representative Selection
Help:
Tab Level: 0
Table 10: Company Agent - Fields
Table: Report Parameters
| Name | Description | Help | Technical Info |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | ad_user.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | ad_user.AD_Org_ID numeric(10) Table Direct |
| 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. | ad_user.Name character varying(60) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | ad_user.Description character varying(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. | ad_user.IsActive character(1) Yes-No |
| Business Partner | Identifies a Business Partner | A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson | ad_user.C_BPartner_ID numeric(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | ad_user.C_BPartner_Location_ID numeric(10) Table Direct |
| 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. | ad_user.EMail character varying(60) String |
| Title | Name this entity is referred to as | The Title indicates the name that an entity is referred to as. | ad_user.Title character varying(40) String |
| Birthday | Birthday or Anniversary day | Birthday or Anniversary day | ad_user.Birthday timestamp without time zone Date |
| Phone | Identifies a telephone number | The Phone field identifies a telephone number | ad_user.Phone character varying(40) String |
| Fax | Facsimile number | The Fax identifies a facsimile number for this Business Partner or Location | ad_user.Fax character varying(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. | ad_user.Supervisor_ID numeric(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_user.AD_OrgTrx_ID numeric(10) Table |
Tab: Orders
[Created: 11/12/2003 - Updated: 02/01/2000 ]
Description: All Orders where the Agent "owns" the Order, the Business Partner or the Product
Help:
Tab Level: 1
Table 20: Orders - Fields
Table: Report Parameters
| Name | Description | Help | Technical Info |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | c_order.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | c_order.AD_Org_ID numeric(10) Table Direct |
| 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_", where TableName is the actual name of the table (e.g. C_Order). | c_order.DocumentNo character varying(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. | c_order.POReference character varying(20) String |
| Description | Optional short description of the record | A description is limited to 255 characters. | c_order.Description character varying(255) Text |
| Document Type | Document type or rules | The Document Type determines document sequence and processing rules | c_order.C_DocType_ID numeric(10) Table Direct |
| 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 | c_order.DocStatus character(2) List |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | c_order.DateOrdered timestamp without time zone 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. | c_order.DateAcct timestamp without time zone Date |
| Date Promised | Date Order was promised | The Date Promised indicates the date, if any, that an Order was promised for. | c_order.DatePromised timestamp without time zone Date |
| Date Printed | Date the document was printed. | Indicates the Date that a document was printed. | c_order.DatePrinted timestamp without time zone 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_order.C_BPartner_ID numeric(10) Search |
| Invoice Partner | Business Partner to be invoiced | If empty the shipment business partner will be invoiced | c_order.Bill_BPartner_ID numeric(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | c_order.C_BPartner_Location_ID numeric(10) Table Direct |
| Invoice Location | Business Partner Location for invoicing | c_order.Bill_Location_ID numeric(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. | c_order.DeliveryRule character(1) List |
| Priority | Priority of a document | The Priority indicates the importance (high, medium, low) of this document | c_order.PriorityRule character(1) List |
| Warehouse | Storage Warehouse and Service Point | The Warehouse identifies a unique Warehouse where products are stored or Services are provided. | c_order.M_Warehouse_ID numeric(10) Table Direct |
| Drop Shipment | Drop Shipments are sent directly to the Drop Shipment Location | Drop Shipments are sent directly to the Drop Shipment Location using the Drop Ship Business Partner name and contact. | c_order.IsDropShip character(1) Yes-No |
| Invoice Rule | Frequency and method of invoicing | The Invoice Rule defines how a Business Partner is invoiced and the frequency of invoicing. | c_order.InvoiceRule character(1) List |
| Sales Transaction | This is a Sales Transaction | The Sales Transaction checkbox indicates if this item is a Sales Transaction. | c_order.IsSOTrx character(1) Yes-No |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | c_order.M_PriceList_ID numeric(10) Table Direct |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | c_order.C_Currency_ID numeric(10) Table Direct |
| 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. | c_order.SalesRep_ID numeric(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. | c_order.IsSelfService character(1) Yes-No |
| Payment Rule | How you pay the invoice | The Payment Rule indicates the method of invoice payment. | c_order.PaymentRule character(1) Payment |
| Payment Term | The terms of Payment (timing, discount) | Payment Terms identify the method and timing of payment. | c_order.C_PaymentTerm_ID numeric(10) Table Direct |
| Project | Financial Project | A Project allows you to track and control internal or external activities. | c_order.C_Project_ID numeric(10) Table Direct |
| 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_order.C_Campaign_ID numeric(10) Table Direct |
| Delivered | c_order.IsDelivered character(1) Yes-No | ||
| Invoiced | Is this invoiced? | If selected, invoices are created | c_order.IsInvoiced character(1) Yes-No |
| Total Lines | Total of all document lines | The Total amount displays the total of all lines in document currency | c_order.TotalLines numeric Amount |
| Grand Total | Total amount of document | The Grand Total displays the total amount including Tax and Freight in document currency | c_order.GrandTotal numeric Amount |
Tab: Order Lines
[Created: 11/12/2003 - Updated: 02/01/2000 ]
Description: All Order Lines where the Agent "owns" the Order, the Business Partner or the Product
Help:
Tab Level: 2
Table 30: Order Lines - Fields
Table: Report Parameters
| Name | Description | Help | Technical Info |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | c_orderline.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | c_orderline.AD_Org_ID numeric(10) Table Direct |
| 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 close an order, unshipped (backordered) quantities are cancelled. | c_orderline.C_Order_ID numeric(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. | c_orderline.Line numeric(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_orderline.C_BPartner_ID numeric(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | c_orderline.C_BPartner_Location_ID numeric(10) Table Direct |
| Description | Optional short description of the record | A description is limited to 255 characters. | c_orderline.Description character varying(255) Text |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | c_orderline.DateOrdered timestamp without time zone Date |
| Date Promised | Date Order was promised | The Date Promised indicates the date, if any, that an Order was promised for. | c_orderline.DatePromised timestamp without time zone Date |
| Date Delivered | Date when the product was delivered | c_orderline.DateDelivered timestamp without time zone Date | |
| Date Invoiced | Date printed on Invoice | The Date Invoice indicates the date printed on the invoice. | c_orderline.DateInvoiced timestamp without time zone Date |
| Warehouse | Storage Warehouse and Service Point | The Warehouse identifies a unique Warehouse where products are stored or Services are provided. | c_orderline.M_Warehouse_ID numeric(10) Table |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | c_orderline.M_Product_ID numeric(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 descriptive detail lines, e.g. for an Work Order. | c_orderline.IsDescription character(1) Yes-No |
| Resource Assignment | Resource Assignment | c_orderline.S_ResourceAssignment_ID numeric(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. | c_orderline.M_AttributeSetInstance_ID numeric(10) Product Attribute |
| Ordered Quantity | Ordered Quantity | The Ordered Quantity indicates the quantity of a product that was ordered. | c_orderline.QtyOrdered numeric Quantity |
| Reserved Quantity | Reserved Quantity | The Reserved Quantity indicates the quantity of a product that is currently reserved. | c_orderline.QtyReserved numeric Quantity |
| Delivered Quantity | Delivered Quantity | The Delivered Quantity indicates the quantity of a product that has been delivered. | c_orderline.QtyDelivered numeric Quantity |
| Quantity Invoiced | Invoiced Quantity | The Invoiced Quantity indicates the quantity of a product that have been invoiced. | c_orderline.QtyInvoiced numeric Quantity |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | c_orderline.C_Currency_ID numeric(10) Table Direct |
| Tax | Tax identifier | The Tax indicates the type of tax used in document line. | c_orderline.C_Tax_ID numeric(10) Table Direct |
| List Price | List Price | The List Price is the official List Price in the document currency. | c_orderline.PriceList numeric Costs+Prices |
| Discount % | Discount in percent | The Discount indicates the discount applied or taken as a percentage. | c_orderline.Discount numeric Number |
| Unit Price | Actual Price | The Actual or Unit Price indicates the Price for a product in source currency. | c_orderline.PriceActual numeric Costs+Prices |
| 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. | c_orderline.LineNetAmt numeric Amount |
Tab: Invoices
[Created: 11/12/2003 - Updated: 02/01/2000 ]
Description: All Invoices where the Agent "owns" the Invoice, the Business Partner or the Product
Help:
Tab Level: 1
Table 40: Invoices - Fields
Table: Report Parameters
| Name | Description | Help | Technical Info |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | c_invoice.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | c_invoice.AD_Org_ID numeric(10) Table Direct |
| 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_", where TableName is the actual name of the table (e.g. C_Order). | c_invoice.DocumentNo character varying(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. | c_invoice.POReference character varying(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 close an order, unshipped (backordered) quantities are cancelled. | c_invoice.C_Order_ID numeric(10) Search |
| Description | Optional short description of the record | A description is limited to 255 characters. | c_invoice.Description character varying(255) Text |
| Document Type | Document type or rules | The Document Type determines document sequence and processing rules | c_invoice.C_DocType_ID numeric(10) Table Direct |
| 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 | c_invoice.DocStatus character(2) List |
| Date Invoiced | Date printed on Invoice | The Date Invoice indicates the date printed on the invoice. | c_invoice.DateInvoiced timestamp without time zone 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. | c_invoice.DateAcct timestamp without time zone Date |
| Date Ordered | Date of Order | Indicates the Date an item was ordered. | c_invoice.DateOrdered timestamp without time zone Date |
| Date Printed | Date the document was printed. | Indicates the Date that a document was printed. | c_invoice.DatePrinted timestamp without time zone 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_invoice.C_BPartner_ID numeric(10) Search |
| Partner Location | Identifies the (ship to) address for this Business Partner | The Partner address indicates the location of a Business Partner | c_invoice.C_BPartner_Location_ID numeric(10) Table Direct |
| Price List | Unique identifier of a Price List | Price Lists are used to determine the pricing, margin and cost of items purchased or sold. | c_invoice.M_PriceList_ID numeric(10) Table Direct |
| Currency | The Currency for this record | Indicates the Currency to be used when processing or reporting on this record | c_invoice.C_Currency_ID numeric(10) Table Direct |
| Payment Rule | How you pay the invoice | The Payment Rule indicates the method of invoice payment. | c_invoice.PaymentRule character(1) Payment |
| Payment Term | The terms of Payment (timing, discount) | Payment Terms identify the method and timing of payment. | c_invoice.C_PaymentTerm_ID numeric(10) Table Direct |
| 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. | c_invoice.SalesRep_ID numeric(10) Search |
| Sales Transaction | This is a Sales Transaction | The Sales Transaction checkbox indicates if this item is a Sales Transaction. | c_invoice.IsSOTrx character(1) Yes-No |
| 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. | c_invoice.IsSelfService character(1) Yes-No |
| Project | Financial Project | A Project allows you to track and control internal or external activities. | c_invoice.C_Project_ID numeric(10) Table Direct |
| Paid | The document is fully paid | c_invoice.IsPaid character(1) Yes-No | |
| In Dispute | Document is in dispute | The document is in dispute. Use Requests to track details. | c_invoice.IsInDispute character(1) Yes-No |
| Total Lines | Total of all document lines | The Total amount displays the total of all lines in document currency | c_invoice.TotalLines numeric Amount |
| Grand Total | Total amount of document | The Grand Total displays the total amount including Tax and Freight in document currency | c_invoice.GrandTotal numeric Amount |
Tab: Invoice Line
[Created: 11/12/2003 - Updated: 02/01/2000 ]
Description: All Invoice Liness where the Agent "owns" the Invoice, the Business Partner or the Product
Help:
Tab Level: 2
Table 50: Invoice Line - Fields
Table: Report Parameters
| Name | Description | Help | Technical Info |
|---|---|---|---|
| Tenant | Tenant for this installation. | A Tenant is a company or a legal entity. You cannot share data between Tenants. | c_invoiceline.AD_Client_ID numeric(10) Table Direct |
| Organization | Organizational entity within tenant | An organization is a unit of your tenant or legal entity - examples are store, department. You can share data between organizations. | c_invoiceline.AD_Org_ID numeric(10) Table Direct |
| Invoice | Invoice Identifier | The Invoice Document. | c_invoiceline.C_Invoice_ID numeric(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. | c_invoiceline.Line numeric(10) Integer |
| Description | Optional short description of the record | A description is limited to 255 characters. | c_invoiceline.Description character varying(255) Text |
| Charge | Additional document charges | The Charge indicates a type of Charge (Handling, Shipping, Restocking) | c_invoiceline.C_Charge_ID numeric(10) Table Direct |
| Product | Product, Service, Item | Identifies an item which is either purchased or sold in this organization. | c_invoiceline.M_Product_ID numeric(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 descriptive detail lines, e.g. for an Work Order. | c_invoiceline.IsDescription character(1) Yes-No |
| Resource Assignment | Resource Assignment | c_invoiceline.S_ResourceAssignment_ID numeric(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. | c_invoiceline.M_AttributeSetInstance_ID numeric(10) Product Attribute |
| Quantity Invoiced | Invoiced Quantity | The Invoiced Quantity indicates the quantity of a product that have been invoiced. | c_invoiceline.QtyInvoiced numeric Quantity |
| Unit Price | Actual Price | The Actual or Unit Price indicates the Price for a product in source currency. | c_invoiceline.PriceActual numeric Costs+Prices |
| List Price | List Price | The List Price is the official List Price in the document currency. | c_invoiceline.PriceList numeric Costs+Prices |
| 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. | c_invoiceline.LineNetAmt numeric Amount |
| Tax Amount | Tax Amount for a document | The Tax Amount displays the total tax amount for a document. | c_invoiceline.TaxAmt numeric Amount |
| Tax | Tax identifier | The Tax indicates the type of tax used in document line. | c_invoiceline.C_Tax_ID numeric(10) Table Direct |
| Line Total | Total line amount incl. Tax | Total line amount | c_invoiceline.LineTotalAmt numeric Amount |