取引先グループ（Business Partner Group）｜iDempiere 13 画面リファレンス
取引先グループ（Business Partner Group）
Section titled “取引先グループ（Business Partner Group）”iDempiere 13 標準ウィンドウ（AD_Window_ID: 192）
メニュー: 取引先管理 ▸ 取引先管理セットアップ ▸ 取引先グループ
財務諸表における区分表示と表示科目の位置づけ等の名称、会計勘定科目設定をおすすめ
The Business Partner Group window allows you to define the accounting parameters at a group level. 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.
| # | タブ | テーブル | 階層 | 説明 |
|---|---|---|---|---|
| 10 | 取引先グループ | C_BP_Group | 0 | Business Partner Groups for Reporting Accounting Defaults |
| 20 | 会計 | C_BP_Group_Acct | 1 | Define Accounting |
| 30 | 所属取引先 | C_BPartner | 1 | Business Partners in Group |
取引先グループ タブのフィールド
Section titled “取引先グループ タブのフィールド”The Business Partner Group Tab allow for the association of business partners for reporting and accounting defaults.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 検索キー | Value | String | ✔ | Search key for the record in the format required - must be unique |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 説明 | Description | String | Optional short description of the record | |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| デフォルト | IsDefault | Yes-No | ✔ | Default value |
| カラー | AD_PrintColor_ID | Table Direct | Color used for printing and display | |
| 優先度 | PriorityBase | List | Base of Priority | |
| 機密情報 | IsConfidentialInfo | Yes-No | ✔ | Can enter confidential information |
| 価格表 | M_PriceList_ID | Table Direct | Unique identifier of a Price List | |
| 購買用価格表 | PO_PriceList_ID | Table | Price List used by this Business Partner | |
| 割引スキーマ | M_DiscountSchema_ID | Table | Schema to calculate the trade discount percentage | |
| 購買割引スキーマ | PO_DiscountSchema_ID | Table | Schema to calculate the purchase trade discount percentage | |
| 与信警戒% | CreditWatchPercent | Number | Credit Watch - Percent of Credit Limit when OK switches to Watch | |
| 照合時価格差異許容範囲% | PriceMatchTolerance | Number | PO-Invoice Match Price Tolerance in percent of the purchase price | |
| 督促 | C_Dunning_ID | Table Direct | Dunning Rules for overdue invoices |
会計 タブのフィールド
Section titled “会計 タブのフィールド”The Accounting Tab defines the default accounts for any business partner that references this group. These default values can be modified for each business partner if required.
| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 取引先グループ | C_BP_Group_ID | Table Direct | ✔ | Business Partner Group |
| 会計スキーマ | C_AcctSchema_ID | Table Direct | ✔ | Rules for accounting |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| 未請求債務勘定 | NotInvoicedReceipts_Acct | Account | ✔ | Account for not-invoiced Material Receipts |
| 前受収益勘定 | UnEarnedRevenue_Acct | Account | Account for unearned revenue | |
| 売上割引勘定 | PayDiscount_Exp_Acct | Account | ✔ | Payment Discount Expense Account |
| 仕入割引勘定 | PayDiscount_Rev_Acct | Account | ✔ | Payment Discount Revenue Account |
| 貸倒損失勘定 | WriteOff_Acct | Account | ✔ | Account for Receivables write-off |
| 得意先前受勘定 | C_Prepayment_Acct | Account | ✔ | Account for customer prepayments |
| 仕入先債務勘定 | V_Liability_Acct | Account | ✔ | Account for Vendor Liability |
| 得意先債権勘定 | C_Receivable_Acct | Account | ✔ | Account for Customer Receivables |
| 仕入先前払勘定 | V_Prepayment_Acct | Account | ✔ | Account for Vendor Prepayments |
| 所属取引先勘定科目上書き | Processing | Button | Copy and overwrite Accounts to Business Partners of this group |
所属取引先 タブのフィールド
Section titled “所属取引先 タブのフィールド”| フィールド | カラム | 型 | 必須 | 説明 |
|---|---|---|---|---|
| クライアント | AD_Client_ID | Table Direct | ✔ | Tenant for this installation. |
| 組織 | AD_Org_ID | Table Direct | ✔ | Organizational entity within tenant |
| 取引先グループ | C_BP_Group_ID | Table Direct | ✔ | Business Partner Group |
| 検索キー | Value | String | ✔ | Search key for the record in the format required - must be unique |
| 敬称 | C_Greeting_ID | Table Direct | Greeting to print on correspondence | |
| 名称 | Name | String | ✔ | Alphanumeric identifier of the entity |
| 読み方 | Name2 | String | Additional Name | |
| 説明 | Description | String | Optional short description of the record | |
| 有効 | IsActive | Yes-No | ✔ | The record is active in the system |
| サマリレベル | IsSummary | Yes-No | ✔ | This is a summary entity |
| 与信管理ステータス | SOCreditStatus | List | Business Partner Credit Status | |
| 債権債務残高 | TotalOpenBalance | Amount | Total Open Balance Amount in primary Accounting Currency | |
| 納税者番号 | TaxID | String | Tax Identification | |
| 税金免除 | IsTaxExempt | Yes-No | Business partner is exempt from tax on sales | |
| D-U-N-S | DUNS | String | ダンズナンバー | |
| リファレンスNo | ReferenceNo | String | Your customer or vendor number at the Business Partner’s site | |
| NAICS/SIC | NAICS | String | Standard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html | |
| レイティング | Rating | String | Classification or Importance | |
| URL | URL | URL | Full URL address - e.g. http://www.idempiere.org | |
| 言語 | AD_Language | Table | Language for this Business Partner if Multi-Language enabled | |
| 常連/見込顧客 | IsProspect | Yes-No | ✔ | Indicates this is a Prospect |
| 売上予想 | PotentialLifeTimeValue | Amount | Total Revenue expected | |
| 売上実績 | ActualLifeTimeValue | Amount | Actual Life Time Revenue | |
| 営業原価 | AcqusitionCost | Costs+Prices | The cost of gaining the prospect as a customer | |
| 従業員数 | NumberEmployees | Integer | Number of employees | |
| 売上割合 | ShareOfCustomer | Integer | Share of Customer’s business as a percentage | |
| 売上金額 | SalesVolume | Integer | Total Volume of Sales in Thousands of Currency | |
| 初回注文日 | FirstSale | Date | Date of First Sale |