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Import Business Partner

Import Business Partner

Import Business Partner

Help

Help

The Import Business Partner Window is an interim table which is used when importing external data into the system. Selecting the 'Process' button will either add or modify the appropriate records.

Window Type

Window Type

Maintain

The Sales Transaction checkbox indicates if this item is a Sales Transaction.

Tabs

Tabs

Import Business Partner

Import Business Partner

The Single Row Layout checkbox indicates if the default display type for this window is a single row as opposed to multi row.
If not selected, the user cannot create a new Record.  This is automatically disabled, if the Tab is Read Only.

Fields

Fields

Client

Client

Description Client/Tenant for this installation. Help A Client is a company or a legal entity. You cannot share data between Clients. Tenant is a synonym for Client.

Organization

Organization

Description Organizational entity within client Help An organization is a unit of your client or legal entity - examples are store, department. You can share data between organizations.

Import Business Partner

Import Business Partner

Imported

Imported

Description Has this import been processed Help The Imported check box indicates if this import has been processed.

Business Partner

Business Partner

Description Identifies a Business Partner Help A Business Partner is anyone with whom you transact. This can include Vendor, Customer, Employee or Salesperson

Import Error Message

Import Error Message

Description Messages generated from import process Help The Import Error Message displays any error messages generated during the import process.

Search Key

Search Key

Description Search key for the record in the format required - must be unique Help A search key allows you a fast method of finding a particular record. If you leave the search key empty, the system automatically creates a numeric number. 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).

Tax ID

Tax ID

Description Tax Identification Help The Tax ID field identifies the legal Identification number of this Entity.

Name

Name

Description Alphanumeric identifier of the entity Help 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 2

Name 2

Description Additional Name

Description

Description

Description Optional short description of the record Help A description is limited to 255 characters.

D-U-N-S

D-U-N-S

Description Dun & Bradstreet Number Help Used for EDI - For details see www.dnb.com/dunsno/list.htm

NAICS/SIC

NAICS/SIC

Description Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html Help The NAICS/SIC identifies either of these codes that may be applicable to this Business Partner.

Group Key

Group Key

Description Business Partner Group Key

Business Partner Group

Business Partner Group

Description Business Partner Group Help The Business Partner Group provides a method of defining defaults to be used for individual Business Partners.

Customer

Customer

Description Indicates if this Business Partner is a Customer Help The Customer checkbox indicates if this Business Partner is a customer. If it is select additional fields will display which further define this customer.

Vendor

Vendor

Description Indicates if this Business Partner is a Vendor Help The Vendor checkbox indicates if this Business Partner is a Vendor. If it is selected, additional fields will display which further identify this vendor.

Employee

Employee

Description Indicates if this Business Partner is an employee Help The Employee checkbox indicates if this Business Partner is an Employee. If it is selected, additional fields will display which further identify this employee.

Processed

Processed

Description The document has been processed Help The Processed checkbox indicates that a document has been processed.

Import Business Partners

Import Business Partners

Description Import Business Partners Help The Parameters are default values for null import record values, they do not overwrite any data.

Address 1

Address 1

Description Address line 1 for this location Help The Address 1 identifies the address for an entity's location

Address 2

Address 2

Description Address line 2 for this location Help The Address 2 provides additional address information for an entity. It can be used for building location, apartment number or similar information.

Address 3

Address 3

Description Address Line 3 for the location Help The Address 2 provides additional address information for an entity. It can be used for building location, apartment number or similar information.

Address 4

Address 4

Description Address Line 4 for the location Help The Address 4 provides additional address information for an entity. It can be used for building location, apartment number or similar information.

ZIP

ZIP

Description Postal code Help The Postal Code or ZIP identifies the postal code for this entity's address.

Additional Zip

Additional Zip

Description Additional ZIP or Postal code Help The Additional ZIP or Postal Code identifies, if appropriate, any additional Postal Code information.

City

City

Description Identifies a City Help The City identifies a unique City for this Country or Region.

Region

Region

Description Name of the Region Help The Region Name defines the name that will print when this region is used in a document.

Region

Region

Description Identifies a geographical Region Help The Region identifies a unique Region for this Country.

ISO Country Code

ISO Country Code

Description Upper-case two-letter alphanumeric ISO Country code according to ISO 3166-1 - http://www.chemie.fu-berlin.de/diverse/doc/ISO_3166.html Help For details - http://www.din.de/gremien/nas/nabd/iso3166ma/codlstp1.html or - http://www.unece.org/trade/rec/rec03en.htm

Country

Country

Description Country Help The Country defines a Country. Each Country must be defined before it can be used in any document.

Partner Location

Partner Location

Description Identifies the (ship to) address for this Business Partner Help The Partner address indicates the location of a Business Partner

Title

Title

Description Name this entity is referred to as Help The Title indicates the name that an entity is referred to as.

Contact Name

Contact Name

Description Business Partner Contact Name

BP Contact Greeting

BP Contact Greeting

Description Greeting for Business Partner Contact

Greeting

Greeting

Description Greeting to print on correspondence Help The Greeting identifies the greeting to print on correspondence.

Contact Description

Contact Description

Description Description of Contact

Comments

Comments

Description Comments or additional information Help The Comments field allows for free form entry of additional information.

Phone

Phone

Description Identifies a telephone number Help The Phone field identifies a telephone number

2nd Phone

2nd Phone

Description Identifies an alternate telephone number. Help The 2nd Phone field identifies an alternate telephone number.

Fax

Fax

Description Facsimile number Help The Fax identifies a facsimile number for this Business Partner or Location

User/Contact

User/Contact

Description User within the system - Internal or Business Partner Contact Help The User identifies a unique user in the system. This could be an internal user or a business partner contact

Is Project Manager

Is Project Manager

Description Is Project Manager Help Is Project Manager indicates if the contact is assigned as project manager to a project

Is Project Member

Is Project Member

Description Is Project Member Help Is Project Member indicates if the contact is assigned to a project and will receive notifications of any project changes

Project Key

Project Key

Description Key of the Project

Project

Project

Description Financial Project Help A Project allows you to track and control internal or external activities.

Project Member Type Value

Project Member Type Value

Description Define the Search Key of Project Member Type

Project Member Type

Project Member Type

Description Define the Member Type for a Project

Birthday

Birthday

Description Birthday or Anniversary day Help Birthday or Anniversary day

Place of Birth (Location)

Place of Birth (Location)

Description Place of Birth (Location)

Birth Country Code

Birth Country Code

Description Country Code of Place of Birth

Birth Country

Birth Country

Description Country of Place of Birth

Region of Birth

Region of Birth

Description Name of the Region of Birth Help The Region Name defines the name that will print when this region is used in a document.

Region of Birth

Region of Birth

Description Name of the Region of Birth Help The Region Name defines the name that will print when this region is used in a document.

Birth City

Birth City

Description Identifies a City of Birth Help The City identifies a unique City for this Country or Region.

Birth Postal Zone

Birth Postal Zone

Description Postal Zone of Place of Birth

Father's Name

Father's Name

Description Father's Name

Gender

Gender

Blood Group

Blood Group

EMail Address

EMail Address

Description Electronic Mail Address Help 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.

Password

Password

Description Password of any length (case sensitive) Help The Password for this User. Passwords are required to identify authorized users. For Adempiere Users, you can change the password via the Process "Reset Password".

Interest Area

Interest Area

Description Name of the Interest Area Help Name of the Interest Area of the user

Interest Area

Interest Area

Description Interest Area or Topic Help Interest Areas reflect interest in a topic by a contact. Interest areas can be used for marketing campaigns.