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INTRODUCTION TO BUSINESS PARTNERS

In Compiere, a Business Partner is an entity with whom you do business. There are three different types of business partners: Vendors, Customers, and Employees. The Compiere concept of the business partner is much more flexible than most applications, since a business partner can be a Vendor, a Customer, an Employee, or any combination of the three. This approach also eases access control for 'self-service' functionality and allows regional analysis and shipping optimization.  It also allows you to get a full, 360 degree view of your relationships.

A Business Partner has one or more Locations and one or more Contacts, which can optionally be linked to a location. Contacts can have Interest Areas, which form the basis for Customer Relationship Management and allow sales representatives to manage Email-lists for marketing purposes (for example, newsletters etc.).

A Business Partner also has a "Bank Account" and "Withholding" capabilities.

Business Partners may also have relationships with other Business Partners. This allows for a Sales Order to be shipped to one Business Partner and invoiced to a second Business Partner  .

THE BUSINESS PARTNER SETUP

Before defining a Business Partner there are a number of reference records that you should define.

First, you set up a Business Partner Group. Compiere allows you to define your parameters at a group level. Values entered here will default to the individual Business Partners. One way to group business partners is to classify them up as Vendors, Customers, and Employees. But you could be much more specific, which would be useful in the area of accounting or reporting. You may want to differentiate between your retailers, end users, manufacturers, export companies etc.

In the Business Partner Setup workflow, you can also define Greetings and Titles for your business partners and contacts.

Furthermore, you define the Payment Terms to be used for a specific business partner or group. For example, you could have different payment terms for wholesale and retail customers or if a Business Partner is both a vendor and a customer you may have different payment terms for Sales and Purchases.

The Invoice Schedule allows you to create summary invoices. If you delivered multiple shipments or services, you may want to create one summary invoice at a chosen point in time, for instance at the end of the month, quarter, week etc. You just need to enter the invoice frequency.

There are two types of Withholding: Tax Withholding, which applies to the US and the Form 1099 and Quality Withholding, which applies in all cases where you want to pay only part of the product price and withhold the rest.

The Import Business Partners feature allows you to import external data into the system. You need to define a format, load and import the data. Then you can update your business partners.

Prior to entering or importing products, you must define your Vendors. Prior to generating Orders, you must define your customers. The Business Partner window holds all the information about your Business Partner, and the values entered will be used to generate all document transactions.

The Sales Representative or Company Agent is the contact for a document. It will be printed on Invoices and is used to calculate commissions.

THE WORKFLOW

To get an overview of the Business Partner Setup in Compiere, from the Client Application, click on Business Partner Setup from the Main Menu.

To navigate through the different steps and open the appropriate window click on the specific workflow icon.

This workflow demonstrates how to define the Business Partners and the supporting rules.

The Business Partner Group

The Business Partner Group window allows you to define parameters at a group level. You can classify the business partners as Vendors, Customers, or Employees. Or you can be more specific, which can be useful in the area of accounting or reporting. You may want to differentiate between your retailers, end users, manufacturers, export companies etc. If you define the accounting parameters for a group, any Business Partner entered using this group will have these accounting parameters automatically populated. You can then make any modifications necessary at the Business Partner level.

Business Partner Groups may also be used when selecting Invoices to be paid. For example, if you have several Vendors who are paid in a foreign currency (and therefore a different Bank Account), you could define them as a unique Business Partner Group and select this group when you generate your Payments.

For more information on AP Payments, refer to the Payments, Receipts, and Open Items Chapter.

You may use the Workflow buttons to open the the Business Partner Group window. Alternatively, you may click on the Business Partner Group icon in the Workflow, or simply open the Business Partner Group window from the Main Menu.
 

 
Enter the Name and the Description of the Group. You can indicate whether you want your Group to be an Active and/or the Default Group.

Select a Print Color specifies the color used when displaying Business Partners who are in this Group in the Business Partner tree.

Priority Base is not used at this time.

Select the Confidential Info check box if members of this Business Partner Group can enter confidential information in Web Requests.

Select a Price List to be used for members of this group for Sales Orders and Invoices if no default Price List is defined.

Select a Discount Schema to be used for members of this group for Sales Orders and Invoices if no default Discount Schema is defined.

Select a Purchase Price List to be used for members of this group for Purchase Orders and Invoices if no default Purchase Price List is defined.

Select a PO Discount Schema to be used for members of this group for Purchase Orders and Invoices if no default Discount Schema is defined.

Enter a Credit Watch% to represent the percentage of available credit that can be used before a Business Partner is moved from Credit OK to Credit Watch. If a value is not entered then 90% is used.

Enter a Price Match Tolerance to represent the percentage of difference between the Purchase Order price and the Invoice price for matching to occur without approval. For example, if the tolerance is set to 5 and the Purchase Order price was 100.00, an Invoice with a price of 95.00 to 105.00 could be matched without approval. Any amount outside of that range would require approval to complete the matching.

Display all existing Groups by clicking on the Data Grid toggle on the toolbar.

As part of the Initial Tenant Set Up, Standard Customers has been defined. This is the default value when you create a new Business Partner. You can set any active Business Partner Group as the default. Create a new, more specific Business Partner Groups if you want. To enter a new record, click on the New Record icon on the toolbar and enter your new Group, for example Web Customers and save it.

To open the Accounting window use the Accounting tab. Note that the Accounting tab will only be displayed if your Preferences indicate it.

The values in this tab have defaulted from the Accounting Schema. As you recall, the Accounting Schema default accounts are populated as part of the Initial Client Set up. You can leave these values as they are or you may modify them as necessary. The values entered here will, in turn, default to any Business Partner that is part of this Business Partner Group.

The accounts are discussed in detail when we discuss the Business Partner window in a later section.

The Copy Accounts process should be used with caution. It will copy the updated default accounts to all Business Partners defined. If you have defined specific accounts at the Business Partner level, they will be over written.

For more information on Accounting, refer to the Performance Analysis Chapter.

The Assigned Partners tab shows all Business Partners who are in this Group.

Greeting

You may use the Workflow buttons to open the Greeting window. Alternatively, you may click on the Greeting icon on the workflow or simply open the Greeting window from the Main Menu. Use the Greeting window to define your Greetings and titles for the business partners and contacts.

Enter a Name for the Greeting and the Greeting. Select the First Name Only check box to indicate that only the first name of this contact should print in greetings.

Click on the Translation tab to enter a translation for your chosen Greeting.

Note: The Translation tab will only be displayed if your Preferences indicate it.

Payment Terms

Click on the Payment Term icon in the workflow or simply open the Payment Term window from the Main Menu. Use the Payment Term window to define the Payment Terms which should be used for the specific business partner.
 

 
Enter the Name and Description for this Payment Term.

Enter the Net Days for when payment is due. Optionally if a discount will be offered for early payment enter the Discount Days, Discount %, Discount Days 2, Discount 2% and Grace Days fields.

Enter a Document Note in the field provided and it will print on all invoices that use this Payment Term.

If you select Fixed Due Date you must then enter the Fix month day to specify the day of the month that payment is due. The Fixed month cutoff specifies the day to use as a cutoff where payments will be due the following payment period. The Fixed month offset is used if payment will be due one or more months in the future.

You may also define the Payment Term as being the Next Business Day or After Delivery.

Compiere also supports Split Payment Terms where payment is made on a pre-defined schedule with a percentage of the payment due at different time.

When a Payment Term is defined with a Payment Schedule, generally the Payment tab will not indicate any special Payment terms.

An example may be a Payment Term where 50% of the amount is due immediately and the remaining 50% is due in 30 days. On the Payment Term tab the Fixed due date check box is selected. The Fix month day, Fix month cutoff, and Fix month offset have values of 0. This specifies that payment is due on the invoice date.

To define the Schedule for this Payment Term, click on the Schedule Tab.

Enter the Percentage of the Payment that is due and the Net Days. If appropriate the Discount Days and Discount %. Continue entering new records until the percentages add up to 100%.

The first entry will have a Net Days of 0 and Percentage of 50%.  The second entry will have a Net Days of 30 and Percentage of 50%.

When the Schedule has been completed, return to the Payment Term tab to "Validate" the Schedule.

Select the Validate button to validate your Payment Schedule. The validation process will ensure that the schedule entered adds up to 100% (no over or under percentages are allowed). The Payment Term cannot be used until any Schedule used has been validated.

Invoice Schedule

Click on the Invoice Schedule icon in the workflow or simply open the Invoice Schedule window from the Main Menu. Use the Invoice Schedule to define a schedule which allows you to create summary invoices. If you delivered multiple shipments or services, you may want to create one summary invoice at a chosen point in time, for instance at the end of the month, quarter, week etc.

Enter the Name, Description, Invoice Frequency, Invoice Day, and Invoice Day cut-off. The Invoice Day Cut Off specifies the last day for shipments to be included in the current invoice schedule. For example, if the invoice schedule is defined for the first day of the month, the cut off day may be the 25th of the month. A shipment on the 24th of May would be included in the invoices sent on June 1st. However, a shipment on the 26th would be included in the invoices sent on July 1st.

Optionally, you can set an Amount Limit by selecting the corresponding check box. Then you must enter an Amount.  If an Invoice exceeds this amount, it will be generated by the Generate Invoice or Generate Invoice Manual process and will not be included in the summary invoice.

Withholding

There are two types of Withholding:

  • When a vendor is paid on the form 1099 (which is especially true for smaller companies), all money earned by the vendor is paid on an untaxed basis. It is then the responsibility of the company that bought the goods to file and pay the appropriate taxes. These taxes can be owed to federal, state and local governments.
  • Tax Withholding Quality Withholding1099 Use the Workflow buttons or double-click on the Withholding (1099) icon on the workflow to open the Withholding window and to define the rule used for calculating withholding amounts.

Enter the Name, the Description and the Payment Term. There are several check boxes, which you can select:

  • Paid to third party specifies that the amounts are paid to someone other than the Business Partner.
  • Tax withholding specifies whether this withholding is tax-related or not.
  • Prorate tax specifies if this tax is prorated.
  • Select Percent withholding to indicate that a percentage is to be used for withholding. Then the Percentage field will be displayed. If you leave the check box unchecked, you must enter a Fixed Amount.
  • Furthermore, you can enter a Minimum and a Maximum Amount, a Threshold Minimum and a Threshold Maximum.

Use the Accounting tab to enter the Account to which the amount should be posted.

For more information on Accounting, refer to the Performance Analysis Chapter.

Dunning

Click on the Dunning icon in the workflow or simply open the Dunning window from the Main Menu. Use the Dunning window to define the parameters that will be used when generating Dunning letters. You may have several dunning levels of severity for different business partners. Each customer can be associated with a Dunning Code.

Enter the Name and Description for the Dunning procedure. You will have the option to send dunning letters.

Use the Level tab to enter criteria for this Dunning.

Enter the Name and Description for the Dunning procedure.

Select the Active check box to indicate this Dunning Level is active.

Enter the Days after the due date to indicate when to include an Invoice for Dunning. If you enter a negative number, all Invoices will be included. This is one way of creating Customer Statements.

Enter the number of Days between dunning. The days between is calculated based on the date of a dunning run that has been printed or processed.

The Charge Fee and Charge Interest fields are not used at this time.

The Print Text field is mandatory. It specifies the name that will be printed on a document or correspondence, for example 'Reminder.'

If desired, enter an additional Note to print on the Dunning letter.

Select the Dunning Print Format to use for the generated Dunning Letters.

When a Dunning Run has been printed the Collection Status on the Invoice will be updated to Dunning. You can update the field to Collection Agency, Legal Procedure, Uncollectable, or blank as appropriate.

Import Business Partners

The Import Business Partners feature allows you to import external data into the system. Before you import your external data you must define a format and load the data.

For more information on importing data, refer to Utilities Chapter.

Business Partner

The Business Partner window allows you to define any party with whom to transact business. This includes Customers, Vendors, and Employees. Prior to entering or importing products, you must define your Vendors. Prior to generating Orders, you must define yours Customers. This window holds all information about your Business Partner, and the values entered will be used to generate all document transactions.

Click on the Business Partner icon in the workflow or simply open the Business Partner window from the Main Menu.
 

 
Enter the Search Key and Name of the Business Partner, and any Greeting you want.
Select the Active check box to indicate that this Business Partner is Active. Select the Summary Level check box if this record will be used as a summary or 'parent' record in hierarchies for Business Partners.
The Open Balance is a system maintained field. It specifies the net balance of all unpaid AP and AR Invoices for this Business Partner.

Select a Credit Status for this Business Partner. This field is used in conjunction with the Open Balance and Credit Limit on the Customer tab. It can be one of the following values:

  • No Credit Check - Manually set - No Credit Management. (Similar to No Credit Limit)
  • Credit OK - Credit Management is active.
  • Credit Watch - System set. Credit Management is active and Open Balance is > 90% of Credit Limit.
  • Credit Hold - System set. Credit Management is active and Open Balance is over the Credit Limit. This prevents this Customer from receiving Shipments, Accessing Assets or completing Orders
  • Credit Stop - Manually set. It has the same restrictions as Credit Hold and also prevents Invoices from being "Completed."

You can enter a value in several fields: Description, Tax ID, D-U-N-S, NAICS/SIC (North American Industry Classification System and Standard Industrial Classification), Business Partner Group, URL, Reference No, Rating, Language.

The Tax exempt check box indicates whether or not your Business Partner is exempt from tax. If a business partner is exempt from tax, the Tax Exempt Rate is used. For this, you need to set up a tax rate with a 0 reporting, so that you can track tax exempt transactions.

The Prospect/Customer check box indicates a prospective customer or an active Customer. If this check box is selected, the remaining fields display.

Enter a Potential Live Time Value, Acquisition Cost, Employees, Share, and Sales in Volume for reference purposes.

Actual Life Time Value and Date of First Sale are System maintained values.

Select the Link Organization button if this Organization requires explicit documents to be generated when documents are created that cross Organization boundaries (e.g. a Purchase Order for Organization A is fulfilled by a Business Partner in Organization B). These are known in Compiere as Counter Documents. For this to occur, you must 'link' the Business Partner to an Organization.

When the button is selected, the following message dialog is displayed.

Select the OK check box to enter the parameters for the process.

Select an Existing Organization if you want to link this Business Partner to an Organization that has already been defined. If you leave it blank, it will create a new Organization with the same name as the Business Partner.

Select an Organization Type if desired.

Select a Role in the Limit Access to Role field if you want a specific Role to have access to this Organization. If this field is left blank, the Client Admin and Client User Roles will have access to this Organization.

These access rules can be modified in Roles.

Select the OK check box to start the process. The corresponding confirmation message will display in the window message area.

Refresh the Business Partner window and the Link Organization button is updated.

The button is now disabled and displays the Organization this Business Partner is linked to.

An Organization can only be linked to a single Business Partner. To remove the Business Partner / Organization Link run the Unlink Organization Process.

Customer

If you want your Business Partner to be a Customer, you click on the Customer tab and enter the appropriate values.
 

 
Make sure that you select the Customer check box.

You can select values for the following fields:

  • Invoice Rule, Invoice Schedule, Shipping Rule, Delivery via and Price List. These will be used as default values when you enter a Sales Order or Customer Invoice for this Business Partner.
  • The Discount Schema and Flat Discount % are used to define additional discounts to be given to this Customer. For more information on Discount Schemas, refer to the Pricing Chapter.
  • Select a Payment Rule and Payment Term to be used as default values when you enter a Sales Order or Customer Invoice for this Business Partner.
  • Select a Sales Rep and Dunning if desired.
  • The Order Reference and Order Description will print on all Orders for this Customer. They can be modified on a specific Order if desired.
  • Enter an Invoice Print Format if this Customer requires a different Print Format for Invoices than other Customers. This will over-ride the Print Format defined for Invoices in Print Form.
  • Select the Discount Printed check box to indicate that the discount given for a product will be printed on the document. If there is no discount or if the discount does not result in a price less than the list price, the discount field will not print.
  • Enter a Minimum Shelf Life % if you want to restrict the shipment of products with guarantee dates. It will ensure that the product to be shipped has percentage of remaining Shelf Life equal to or greater than the percentage entered here. For more information on Products, Guarantee Dates, and Instance Attributes, refer to the Products Chapter.
  • The Credit Limit is used to specify how much credit a Business Partner will be allowed before Orders will be restricted. A value of 0 specifies that there is no Credit Limit.

If there are any outstanding invoices, the system displays them in the Credit Used field.

Note: By default, the Customer check box is selected for each new Business Partner defined. If you add a New Business Partner and do not want to classify them as a Customer select the Customer tab and de-select the check box.

To enter the Customer Accounting information, click on the Customer Accounting tab.

The values here have defaulted from the Business Partner Group selected in the Business Partner tab. You may leave these default values as they are, or update them to define specific accounts for this Business Partner. Keep in mind that in most instances this is not necessary it the Business Partner is defined as an element in your Accounting Schema.

The Customer Receivables account is used when recording receivables transactions when an AR Invoice for an Item Product Type is posted for this customer.

Receivables Services account is used when recording receivables transactions when an AR Invoice for a Resource or Service Product type is posted for this customer.

The Customer Prepayment account is used when a Payment is received for an Order which has not yet shipped.

For more information on Accounting, refer to the Performance Analysis Chapter.

Vendor

If you want your Business Partner to be a Vendor, you click on the Vendor tab and enter the appropriate values.
 

 
Make sure that you select the Vendor check box.
You can select values for the following fields: Payment Rule, Purchase Pricelist, PO Payment Term, and PO Discount Schema.

To enter the Vendor Accounting information, click on the Vendor Accounting tab.

The values here have defaulted from the Business Partner Group selected in the Business Partner tab. You may leave these default values as they are, or update them to define specific accounts for this Business Partner. Keep in mind that in most instances this is not necessary it the Business Partner is defined as an element in your Accounting Schema.

The Vendor Liability account is used when recording liability transactions when an AP Invoice is posted for this Vendor.

The Vendor Service Liability account is used when recording liability transactions when an AP Invoice for Service products is posted for this Vendor. This account would be different than the Vendor Liability account if there were a need to distinguish these liabilities.

The Vendor Prepayment account is used when a Payment is made to a Vendor for product that has not yet been received.

For more information on Accounting, refer to the Performance Analysis Chapter.

Employee

If you want your Business Partner to be an Employee, you click on the Employee tab and enter the appropriate values.

Make sure that you select the Employee check box. Use this window to create a Sales Representative by selecting the appropriate check box.

To enter the Employee Accounting information, click on the Employee Accounting tab.

The values have defaulted from the Accounting Schema. You may leave these default values as they are, or update them to define specific accounts for this Business Partner. Keep in mind that in most instances this is not necessary it the Business Partner is defined as an element in your Accounting Schema.

The Employee Expense and Employee Prepayment account are not used at this time.

For more information on Accounting, refer to the Performance Analysis Chapter.

Bank Account

To enter the Bank Account information for your Business Partner, click on the Bank Account tab and enter the appropriate values.

Select a Credit Card. Enter Number, Exp. Month, and Exp. Year. You can enter the following fields: Account Name, Account Street, Account City, Account Zip/Postal Code, and Account State.

Other optional fields are: Driver License, Account Email, Address verified, Social Security No and Zip verified.

If you choose to use ACH (Automatic Clearing House) with online payment processing, select the appropriate check box. Your window will then look a little bit different.

You now have to enter a Routing No for the electronic transfer and an Account No. The other fields will be identical.

Location

To enter the Location information for your Business Partner, click on the Location tab and enter the appropriate values.

The Location/Address field is mandatory.

Select the button on the Address field to display the Address dialog.

Select the appropriate country and the Address fields will display based on the address format for that country. When all data has been entered select the OK check box to save the address and return to the Location Window.

Note: Select the Display button on the Update Location Address dialog or on the Address field to display the address in Google Maps ©.

The following fields are optional: Name, Phone, Fax, 2nd Phone, ISDN, and Sales Region.

The following check boxes can be selected depending on the purpose you want this location to be used for: Ship-to address, Pay-From address, Bill-To Address, Remit-To address.

User/Contact

To enter the User/Contact information for your Business Partner, click on the User/Contact tab and enter the appropriate values.

You have to enter the Name for the Contact into the corresponding field. The following fields are optional: Description, Comments, Email, Greeting, Password, Title, Birthday, Phone, Fax, 2nd Phone, Notification Type, and Position.

Select the Full BP Access check box if this User/Contact should have full access to all Documents, Requests and Assets for this Business Partner via the Web Store. If this check box is not selected, the User will only have access to those entities defined explicitly as detailed next.

The Email Verify and Verification Info fields are System maintained and updated when a User who has access the Web Store has verified their email address.

The Last Contact and Last Result fields are also System maintained.

Important: When a User/Contact is defined you will see a corresponding entry in the User window. This allows access for your Business Partners via the Web Store to their own documents (Orders, Invoices, and Purchase Orders). Users do not have access to any internal Compiere data until a Role is associated with a User.

For more information on Users and Roles, refer to the Implementation and Basic Settings Chapter.

BP Access

The BP Access tab is an Advanced Tab and will display only if your role allows access to it and you have selected Show Advanced Tabs in Preferences.

The BP Access tab is used when the Full BP Access check box has not been selected. It is then necessary to indicate what records this User will have access to in the Web Store. Select the BP Access tab to define this access.

For this User Contact select the desired Access Type of Business Documents, Assets, or Requests.

Note: If the Full BP Access check box has been selected in the Contact/User Tab, any entries made on this tab are ignored.

Interest Area

To select an Interest Area for your Contact, click on the Interest Area tab and choose the Interest Area from the drop down-list. (You can set up a new Interest Area by using the Zoom function.)

The Interest Area forms the basis for the Customer Relationship Management and allows you to manage Email or other distribution lists for marketing purposes (for example, newsletters etc.).

Withholding

The Withholding tab is not used at this time.

Note: Once you have defined a Business Partner, you cannot modify the Organization that owns the Business Partner in this window. This can be accomplished using the Business Partner Organization utility process.

For additional information on the Business Partner Organization utility process, refer to the Utilities Chapter.

Business Partners - Requests

You can enter a Request directly from the Business Partner or Business Partner Info Window, or you can access existing requests for this Business Partner.

In this example you can create a new Request or view existing Requests (in this case 1).

For additional information on Requests, refer to the Requests Chapter.

Partner Relation

There may be relationships between Business Partners that allow for orders to be shipped to one Business Partner and the Invoice to be sent to a different Business Partners. In Compiere, these relationships are defined in Partner Relations.

To define these relationships click on Partner Relation from the Main Menu.

Enter the Name and the Description. Select the Active check box to indicate the relation is active.

Select the Business Partner who will have another Partner acting on its behalf. In this example, the Head Office Business Partner will be able to receive Invoices and pay Invoices for Orders initiated and shipped to Store1.

Select the Partner Location for this Business Partner.

In the Proxy section, define the Related Partner that will act on behalf of the Business Partner entered above, in this case Store1. Enter the Related Partner Location for this Business Partner. This is the location where Invoices will be sent to or from and where Payments will be made.

Select the Invoice Address check box if this Related Partner may receive Invoices for this Business Partner. (e.g., Head Office will receive Invoices for Store1).

Select the "Pay From Address" check box if Payments will be received from this address (e.g. Accounts Receivable). Note: Payments to a Related Partner are not supported at this time.

Select the "Remit To Address" check box if Payments will be made to this address (e.g. Accounts Payable).

The "Ship to Address" is not used at this time as this functionality is not currently supported.

Note: If a Related Partner Location is selected in the Relation window as an Invoice, Pay From or Remit to Address, it must be defined in that manner in the Business Partner, Location tab. For example, if in the Business Partner window and Location tab, an address is defined as a Shipping Address only, you could select it in the Partner Relation window as the Invoice Address. However, the system would prevent its selection in a Sales Order as an Invoice Location.

Business Partner Info

The Business Partner Info window provides you with a 360 degree view of each of your Business Partners. Each of the tabs displays different detail information on your transactions with your Business Partner.

This window may be used in a Customer Service application as it allows you to answer "Customer Inquiries." For example, you can locate which Orders have been shipped or which Payments have been processed by accessing this single window.

To display the Business Partner Info in Compiere, click on Business Partner Info from the Main Menu. The icon in front of the menu item indicates that it is a Window.

The Partner Selection Tab displays summary descriptive information about this Business Partner, if they are a Customer, Vendor and / or Employee along with the Group they are associated with.

Note: All fields in this window are read only. To update any information, you must go to the appropriate definition record.

To view the Orders for this Business Partner, select the Partner Orders tab.

The Partner Orders tab displays every order for this Business Partner. The data displayed is the data that is defined on a Sales or Purchase Order Header.

You could use the Search facility to display just the Orders that are in Progress, or restrict the display to a specific Document Type.

To view Shipments for this Business Partner, select the Partner Shipments tab.

The Partner Shipment tab displays all Shipments for this Business Partner. The Sales Order that each shipment is for is also displayed.

To view Invoices for this Business Partner, select the Partner Invoices tab.

The Partner Invoices tab displays all Invoices for this Business Partner. The Invoice Amount and Currency are displayed along with the associated Sales Order.

To view the Payments for this Business Partner, select the Partner Payments tab.

The Partner Payment tab displays all Payments for this Business Partner. The Currency, Payment, Discount Amount, and Write-off Amount are displayed along with the Invoice in which this Payment is allocated.

To view the Assets for this Business Partner, select the Partner Assets tab.

The Partner Assets tab displays all Assets for this Business Partner. The Product, Lot No, Serial No (if applicable) along with the In Service Date and Guarantee Date are displayed. This tab may be used for Customer inquiries regarding a specific asset.

To view the Requests for this Business Partner, select the Partner Requests tab.

The Partner Requests tab displays all Requests for this Business Partner. The data displayed includes the Created date, Date of Last Action along with the Summary. If Compiere is used to track all customer issues and inquiries, this tab could be used to view the status of all open requests by searching for all open Requests.

You can enter a Request directly from the Business Partner or Business Partner Info Window, or you can access existing requests for this Business Partner.

In this example you can create a new Request or view existing Requests (in this case 1).

For additional information on Requests, refer to the Requests Chapter.

AGENT INFO

Similar to the Business Partner Info Window, the Agent Info window is available for any Business Partner that is defined as a Sales Representative. Each of the tabs displays different detail information on the Order and Invoice transactions for the specified Sales Representative.

This window may be used by your Sales Representatives to review their Orders and Invoices by accessing this single window.

To display the Agent Info in Compiere, click on Agent Info from the Main Menu. The icon in front of the menu item indicates that it is a Window.

The Company Agent tab displays summary descriptive information about this Agent / Sales Representative, their location, Email, Title, Phone, Supervisor, etc.

Note: All fields in this window are read only. To update any information, you must go to the appropriate definition record.

To view the Orders for this Agent, select the Orders tab.

The Orders tab displays every order for where this Agent is the Sales Representative. The data displayed is the data that is defined on a Sales or Purchase Order Header.

You could use the Search facility to display just the Orders that are in Progress, or restrict the display to a specific Document Type.

To view the Lines for a specific Order for this Agent, select the Order Lines tab.

The Order Lines tab displays all lines for this Order. The data displayed is the data that is defined on a Sales or Purchase Order Lines.

To view the Invoices for this Agent, select the Invoices tab.

The Invoices tab displays every order for where this Agent is the Sales Representative. The data displayed is the data that is defined on a Customer or Vendor Invoice Header.

You could use the Search facility to display just the invoices that are in Progress, or restrict the display to a specific Document Type.

To view the Lines for a specific Invoice for this Agent, select the invoice Lines tab.

The Invoice Lines tab displays all lines for this Invoice. The data displayed is the data that is defined on a Customer or Vendor Invoice Lines.

BUSINESS PARTNER SEARCH

In any window in Compiere where a Business Partner is entered (e.g. Order, Invoice, Payment, Expense Report), the field may be populated using one of two methods.

First, if you know the value for the Key or Name or the portion of the value that makes it unique, you can enter that value in the field and hit enter or tab off of the field. Compiere will auto fill the field with the Business Partner Name.

If you enter a partial value and more than one record has that partial value, the Business Partner Search window will be displayed with the list of records that meet the partial value. From there you can select the desired value.

Alternatively, if you do not know the Name or Key of the Business Partner you can simply click on the field button and the Business Partner Info window will be displayed.

The Business Partner Info window allows you to search for a specific Business Partner based on single or multiple criteria. You may enter complete or partial values (use the % for any number of characters) for the Key, Name, Contact, Email, Phone, or Zip.

The Customers only check box will be selected if the record you invoked the Business Partner Info search was a Sales document (e.g. Sales Order, Customer Invoice, or AR Payment) and will remain unselected if the record you invoked the Business Partner Info search was a Purchase document (e.g. Purchase Order, Vendor Invoice, or AP Payment).

Lastly, select the All/Any check box if you want the system to return Business Partners that meet any of the search criteria entered (or logic). De-select the All/Any check box if you want the system to return Business Partners that meet all of the search criteria entered (and logic).

Note: The All/Any check box is available in the Java Client only.

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