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得意先(顧客)(Customer)|iDempiere 13 画面リファレンス

iDempiere 13 標準ウィンドウ(AD_Window_ID: 53165)

メニュー: 販売管理 ▸ 見込顧客管理 ▸ 得意先(顧客)

#タブテーブル階層説明
10得意先(顧客)C_BPartner0Customer information
15営業案件(オポチュニティ)C_Opportunity1Opportunities
20顧客担当者AD_User1Customer Contacts
30営業活動(アクティビティ)C_ContactActivity2Customer Contact Activities
40住所C_BPartner_Location1Customer Locations
50契約金額M_BP_Price1Customer specific prices
60リクエストR_Request1Customer requests
70見積/受注明細RV_OrderDetail1

得意先(顧客) タブのフィールド

Section titled “得意先(顧客) タブのフィールド”
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
検索キーValueStringSearch key for the record in the format required - must be unique
名称NameStringAlphanumeric identifier of the entity
読み方Name2StringAdditional Name
説明DescriptionStringOptional short description of the record
有効IsActiveYes-NoThe record is active in the system
得意先IsCustomerYes-NoIndicates if this Business Partner is a Customer
与信管理ステータスSOCreditStatusListBusiness Partner Credit Status
債権債務残高TotalOpenBalanceAmountTotal Open Balance Amount in primary Accounting Currency
与信限度額SO_CreditLimitAmountTotal outstanding invoice amounts allowed
与信利用額SO_CreditUsedAmountCurrent open balance
納税者番号TaxIDStringTax Identification
税金免除IsTaxExemptYes-NoBusiness partner is exempt from tax on sales
仕入税金免除IsPOTaxExemptYes-No仕入に係る税金を免除する
D-U-N-SDUNSStringダンズナンバー
リファレンスNoReferenceNoStringYour customer or vendor number at the Business Partner’s site
NAICS/SICNAICSStringStandard Industry Code or its successor NAIC - http://www.osha.gov/oshstats/sicser.html
レイティングRatingStringClassification or Importance
取引先グループC_BP_Group_IDTable DirectBusiness Partner Group
LanguageAD_LanguageTableLanguage for this Business Partner if Multi-Language enabled
社内担当者SalesRep_IDTableSales Representative or Company Agent
URLURLURLFull URL address - e.g. http://www.idempiere.org
常連/見込顧客IsProspectYes-NoIndicates this is a Prospect
売上予想PotentialLifeTimeValueAmountTotal Revenue expected
売上実績ActualLifeTimeValueAmountActual Life Time Revenue
営業原価AcqusitionCostCosts+PricesThe cost of gaining the prospect as a customer
従業員数NumberEmployeesIntegerNumber of employees
売上割合ShareOfCustomerIntegerShare of Customer’s business as a percentage
売上金額SalesVolumeIntegerTotal Volume of Sales in Thousands of Currency
初回注文日FirstSaleDateDate of First Sale
価格表M_PriceList_IDTable DirectUnique identifier of a Price List
割引スキーマM_DiscountSchema_IDTableSchema to calculate the trade discount percentage
割引率FlatDiscountNumberFlat discount percentage
割引印刷IsDiscountPrintedYes-NoPrint Discount on Invoice and Order
注文書説明SO_DescriptionStringDescription to be used on orders
顧客注文番号POReferenceStringTransaction Reference Number (Sales Order, Purchase Order) of your Business Partner
印刷部数DocumentCopiesIntegerNumber of copies to be printed
出荷ルールDeliveryRuleListDefines the timing of Delivery
配送方法DeliveryViaRuleListHow the order will be delivered
請求ルールInvoiceRuleListFrequency and method of invoicing
請求スケジュールC_InvoiceSchedule_IDTable DirectSchedule for generating Invoices
請求書印刷書式Invoice_PrintFormat_IDTablePrint Format for printing Invoices
支払方法PaymentRuleListHow you pay the invoice
支払条件C_PaymentTerm_IDTableThe terms of Payment (timing, discount)
督促C_Dunning_IDTable DirectDunning Rules for overdue invoices

営業案件(オポチュニティ) タブのフィールド

Section titled “営業案件(オポチュニティ) タブのフィールド”
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
伝票番号DocumentNoStringDocument sequence number of the document
取引先C_BPartner_IDSearchIdentifies a Business Partner
ユーザーAD_User_IDTable DirectUser within the system - Internal or Business Partner Contact
営業活動C_Campaign_IDTable Directキャンペーン、営業活動
社内担当者SalesRep_IDTableSales Representative or Company Agent
営業ステージC_SalesStage_IDTableStages of the sales process
可能性ProbabilityAmount
Expected CloseExpectedCloseDateDateExpected Close
販売単価OpportunityAmtAmountThe estimated value of this opportunity.
案件額×可能性WeightedAmtAmountThe amount adjusted by the probability.
通貨C_Currency_IDTable DirectThe Currency for this record
説明DescriptionStringOptional short description of the record
コメントCommentsTextComments or additional information
受注伝票C_Order_IDSearchOrder
クローズ日付CloseDateDateClose Date
原価CostAmountCost information
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
取引先C_BPartner_IDSearchIdentifies a Business Partner
名称NameStringAlphanumeric identifier of the entity
説明DescriptionStringOptional short description of the record
コメントCommentsTextComments or additional information
有効IsActiveYes-NoThe record is active in the system
EメールEMailStringElectronic Mail Address
パスワードPasswordStringPassword of any length (case sensitive)
敬称C_Greeting_IDTable DirectGreeting to print on correspondence
取引先住所C_BPartner_Location_IDTable DirectIdentifies the (ship to) address for this Business Partner
タイトルTitleStringName this entity is referred to as
生年月日BirthdayDateBirthday or Anniversary day
電話番号PhoneStringIdentifies a telephone number
電話番号2Phone2Stringサブ電話番号、緊急連絡電話
FAXFaxStringFacsimile number
通知タイプNotificationTypeListType of Notifications
役職C_Job_IDTable DirectJob Position
取引先全データアクセス権限IsFullBPAccessYes-NoThe user/contact has full access to Business Partner information and resources
Eメール確認検証日EMailVerifyDateDate+TimeDate Email was verified
Eメール検証情報EMailVerifyStringVerification information of EMail Address
最新履歴日LastContactDateDate this individual was last contacted
最新履歴情報LastResultStringResult of last contact

営業活動(アクティビティ) タブのフィールド

Section titled “営業活動(アクティビティ) タブのフィールド”
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
社内担当者SalesRep_IDTableSales Representative or Company Agent
営業活動タイプContactActivityTypeListType of activity, e.g. task, email, phone call
説明DescriptionStringOptional short description of the record
ユーザーAD_User_IDSearchUser within the system - Internal or Business Partner Contact
営業案件C_Opportunity_IDTable Direct
コメントCommentsTextComments or additional information
開始日付StartDateDate+TimeFirst effective day (inclusive)
終了日付EndDateDate+TimeLast effective date (inclusive)
完成IsCompleteYes-NoIt is complete
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
取引先C_BPartner_IDSearchIdentifies a Business Partner
名称NameStringAlphanumeric identifier of the entity
有効IsActiveYes-NoThe record is active in the system
住所C_Location_IDLocation (Address)Location or Address
電話番号PhoneStringIdentifies a telephone number
電話番号2Phone2Stringサブ電話番号、緊急連絡電話
FAXFaxStringFacsimile number
ISDNISDNStringISDN or modem line
出荷納品先IsShipToYes-NoBusiness Partner Shipment Address
請求先IsBillToYes-NoBusiness Partner Invoice/Bill Address
入金先IsPayFromYes-NoBusiness Partner can pay invoices from the related Business Partner
支払先IsRemitToYes-NoBusiness Partner payment address
販売地域C_SalesRegion_IDTableSales coverage region
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
取引先C_BPartner_IDSearchIdentifies a Business Partner
品目M_Product_IDSearchProduct, Service, Item
有効IsActiveYes-NoThe record is active in the system
有効開始日ValidFromDateValid from including this date (first day)
有効終了日ValidToDateValid to including this date (last day)
コメントCommentsTextComments or additional information
Price Override TypePriceOverrideTypeListType of price override, fixed price or discount off list
分岐値BreakValueNumberLow Value of trade discount break level
割引 %DiscountAmountDiscount in percent
通貨C_Currency_IDTable DirectThe Currency for this record
営業定価PriceListCosts+PricesList Price
実績価格PriceStdCosts+PricesStandard Price
限度価格PriceLimitCosts+PricesLowest price for a product
Net PriceIsNetPriceYes-NoNet Price including all discounts
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
リクエストタイプR_RequestType_IDTable DirectType of request (e.g. Inquiry, Complaint, ..)
伝票番号DocumentNoStringDocument sequence number of the document
グループR_Group_IDTable DirectRequest Group
カテゴリR_Category_IDTable DirectRequest Category
ステータスR_Status_IDTable DirectRequest Status
結果R_Resolution_IDTable DirectRequest Resolution
優先度PriorityListIndicates if this request is of a high, medium or low priority.
ユーザー優先度PriorityUserListPriority of the issue for the User
社内担当者SalesRep_IDTableSales Representative or Company Agent
サマリSummaryTextTextual summary of this request
最新実行日DateLastActionDate+TimeDate this request was last acted on
最新履歴情報LastResultStringResult of last contact
期限タイプDueTypeListStatus of the next action for this Request
次回対応日付DateNextActionDate+TimeDate that this request should be acted on
Cost CenterC_CostCenter_IDTable Direct
DepartmentC_Department_IDTable Direct

見積/受注明細 タブのフィールド

Section titled “見積/受注明細 タブのフィールド”
フィールドカラム必須説明
クライアントAD_Client_IDTable DirectTenant for this installation.
組織AD_Org_IDTable DirectOrganizational entity within tenant
受注伝票C_Order_IDSearchOrder
顧客注文番号POReferenceStringTransaction Reference Number (Sales Order, Purchase Order) of your Business Partner
注文日付DateOrderedDateDate of Order
納品予定日DatePromisedDateDate Order was promised
伝票タイプC_DocType_IDTable DirectDocument type or rules
伝票状態DocStatusListThe current status of the document
取引先C_BPartner_IDSearchIdentifies a Business Partner
取引先住所C_BPartner_Location_IDSearchIdentifies the (ship to) address for this Business Partner
ユーザーAD_User_IDSearchUser within the system - Internal or Business Partner Contact
通貨C_Currency_IDSearchThe Currency for this record
倉庫M_Warehouse_IDTable DirectStorage Warehouse and Service Point
社内担当者SalesRep_IDTableSales Representative or Company Agent
品目M_Product_IDSearchProduct, Service, Item
入力数量QtyEnteredQuantityThe Quantity Entered is based on the selected UoM
数量単位C_UOM_IDTable DirectUnit of Measure
単価PriceActualCosts+PricesActual Price
注文数量QtyOrderedQuantityOrdered Quantity
入力単価PriceEnteredCosts+PricesPrice Entered - the price based on the selected/base UoM
未出荷数量QtyToDeliverQuantity
未請求数量QtyToInvoiceQuantity