Masters
Selling masters — 6 entities with their key fields and relationships.
Reference data with an independent lifecycle: created once, referenced many times.
6 entities in Selling.
Customer
Represents a buyer of the company’s goods or services and supplies defaults used across selling and receivable transactions.
Naming: Naming Series · 87 fields · 39 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
naming_series |
Select | Series | |
customer_name |
Data | yes | Customer Name |
customer_type |
Select | yes | Customer Type |
disabled |
Check | Disabled |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
account_manager |
Link | User (fw) | |
customer_group |
Link | Customer Group | |
customer_primary_address |
Link | Address (fw) | |
customer_primary_contact |
Link | Contact (fw) | |
default_bank_account |
Link | Bank Account | |
default_currency |
Link | Currency (fw) | |
default_price_list |
Link | Price List | |
default_sales_partner |
Link | Sales Partner | |
gender |
Link | Gender (fw) | |
industry |
Link | Industry Type | |
language |
Link | Language (fw) | |
lead_name |
Link | Lead | |
loyalty_program |
Link | Loyalty Program | |
market_segment |
Link | Market Segment | |
opportunity_name |
Link | Opportunity | |
payment_terms |
Link | Payment Terms Template | |
prospect_name |
Link | Prospect | |
represents_company |
Link | Company | |
tax_category |
Link | Tax Category | |
tax_withholding_category |
Link | Tax Withholding Category | |
tax_withholding_group |
Link | Tax Withholding Group | |
territory |
Link | Territory | |
accounts |
Table | Party Account | |
companies |
Table | Allowed To Transact With | |
credit_limits |
Table | Customer Credit Limit | |
portal_users |
Table | Portal User | |
sales_team |
Table | Sales Team | |
supplier_numbers |
Table | Supplier Number At Customer |
Delivery Schedule Item
Records a planned delivery date, quantity, and warehouse for a specific Sales Order item.
Naming: hash · 13 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
qty |
Float | Qty | |
delivery_date |
Date | Delivery Date |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
item_code |
Link | Item | |
sales_order |
Link | Sales Order | |
stock_uom |
Link | UOM | |
uom |
Link | UOM | |
warehouse |
Link | Warehouse |
Industry Type
Defines a reusable industry classification for Customers, Leads, Prospects, and Opportunities.
Naming: field industry · 1 fields · 4 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
industry |
Data | yes | Industry |
Relationships
No outgoing relationships.
Party Specific Item
Restricts a Customer or Supplier to an approved set of Items, Item Groups, or Brands.
Naming: hash · 5 fields · 0 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
party_type |
Select | yes | Party Type |
restrict_based_on |
Select | yes | Restrict Items Based On |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
based_on_value |
Dynamic Link | resolved via restrict_based_on |
|
party |
Dynamic Link | resolved via party_type |
Product Bundle
Defines a sellable bundle whose component items carry the stock impact instead of the bundled item itself.
Naming: hash · 9 fields · 3 inbound refs
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
description |
Data | Description | |
disabled |
Check | Disabled |
Relationships
| Field | Type | References | Req |
|---|---|---|---|
new_item_code |
Link | Item | yes |
items |
Table | Product Bundle Item | yes |
Sales Partner Type
Defines a reusable category for classifying Sales Partners.
Naming: field sales_partner_type · 1 fields · 1 inbound ref
Key fields
| Field | Type | Req | Label |
|---|---|---|---|
sales_partner_type |
Data | yes | Sales Partner Type |
Relationships
No outgoing relationships.