accounting

accounting_transaction_currency
Currency
Accounting preferences: The default currency when creating new transactions
accounting_transaction_from_date
From Date
Accounting preferences: The minimum (inclusive) date for transactions
accounting_transaction_at_date
At Date
Accounting preferences: The maximum (inclusive) date for transactions
accounting_transaction_source_section
Default Organisation
Accounting preferences: The default organisation to use when creating a new accounting transaction
start_building
Start Building
Automated command that will create and build the invoice
validated
Open
The account is open and can be used to input transactions.
adopt_prevision
Adopt Prevision
Adopt the current prevision, the invoice will be updated with data in the packing list
account_workflow
Account Workflow
This workflow defines validation steps of an account.
accounting_transaction_section_category
Section Category
Accounting preferences: The default section category for reporting
accounting_transaction_gap
General Accounting Plan
Accounting preferences: The preferred accounting plan
accept_decision
Accept Decision
Accept the new value defined on the invoice and update the prevision accordingly
invalidate
Invalidate
Invalidate action will invalidate either an accounting period, a transaction or an account. Those documents cannot be modified anymore, except the accounting period that can be reopened,
invalidated
Account Invalidated
Use this state to close the account. No transactions can be input on this account after closing.
accounting_period_workflow
Accounting Period Workflow
Defines the different steps of the accounting period and allows user to input transactions when it is open.
accounting_workflow
Accounting Workflow
This workflow defines the different steps of an accounting transaction
invoice_causality_workflow
Causality workflow
Workflow used to verify the consistency of packing list with the invoice.
account_number_method
Account Number Method
Accounting preferences: The preferred account number method.
Sale Invoice Transaction Line
Sale Invoice Transaction Line
Those lines belong to Sale Invoice Transactions and can be generated either when the related Sales Packing List is delivered, or by the accountant manually. Those lines will generate the accounting transaction lines of the accounting transaction.
Sale Invoice Transaction
Sale Invoice Transaction
A Sale Invoice Transaction combines in the same document a customer invoice and the accounting transaction deriving from it. Sale Invoice Transactions are normally generated automatically by ERP5 simulation from delivered Sale Packing Lists or groups thereof. They may also be entered by human intervention to fit specific invoicing cases. Accounting transaction lines are generated automatically out of invoice lines through business rules yet can be modified by accountants to fit specific accounting cases.
Purchase Invoice Transaction Line
Purchase Invoice Transaction Line
Those lines belong to Purchase Invoice Transactions and can be generated either when the related Purchase Packing List is delivered, or by the accountant manually. Those lines will generate the accounting transaction lines of the accounting transaction.
Purchase Invoice Transaction
Purchase Invoice Transaction
A Purchase Invoice Transaction combines in the same document a supplier invoice and the accounting transaction deriving from it. Purchase Invoice Transactions are normally generated automatically by ERP5 simulation from delivered Purchase Packing Lists or groups thereof and are set in planned state. Upon reception of a paper invoice, it is the task of the accountant to match it to an expected invoice in planned state or to enter it manually. Accounting transaction lines are generated automatically out of invoice lines through business rules yet can be modified by accountants to fit specific accounting cases.
Payment Transaction
Payment Transaction
Incoming payment and outgoing payment transactions that can be done from the accounting module.
Payment Rule
Payment Rule
Payment Rule generates payment transaction simulation movement from invoice transaction simulation movements.
Invoice Rule
Invoice Rule
Invoice Rule object makes sure an Invoice in the simulation is consistent with the real invoice.
Cash Register
Cash Register
Portal type
Balance Transaction Line
Balance Transaction Line
portal type
Balance Transaction
Balance Transaction
Transaction to carry forward the balance in order to open a new accounting period
Accounting Transaction Line
Accounting Transaction Line
Accounting transaction lines are generated either from invoice lines, or created manually by the accountant. Each line correspond to a credit or debit of a specific account for a given transaction, for instance, a sale invoice transaction will most of the time have 3 accounting lines: 1 for the client account, one for the sold goods account, and one for the VAT account.
Accounting Transaction
Accounting Transaction
An accounting transaction, created from scratch by the accountant or whoever entitled to create transactions in ERP5
Accounting Period
Accounting Period
Mark the beginning and the end of an Accounting Period. Once the period is closed (i.e. the Accounting Period Delimiter is in delivered state), it is no longer possible to validate Transaction in this period
Account
Account
An Account defines a legislation independent general ledger account which can hold multiple amounts of currencies. It can be mapped to any number of national accounting nomenclatures and to financial analysis plan.
transaction-reference
Invoice Number
Transaction Reference appears in Sale Invoice Transaction and Purchase Invoice Transaction, and is the Reference of the Transaction chosen by the accountant or the person in charge of accounting in ERP5. This is the equivalent of Payment Reference on a Payment Transaction.
payment-reference
Payment Reference
Reference of the Payment chosen by the accountant or the person in charge of accounting in ERP5. The payment reference can be a check number for example. Payment Reference only appears in Payment transactions
validate
Open Account
Open the account and helps input transactions on it
invalidated
Invalidated
In this state, no transaction can be input anymore on the account as it has been closed
destination_reference
Third Party Reference
The reference of transaction for the third party.
credit_account
Normal Credit Balance
This option helps define whether an account is normally Credit or Debit balanced. Any asset and expense account will have a normal debit balance, while any liability, equity, and revenue account will have a normal credit balance. Checking this box will define the account as being a Normal Credit Balance

accounting/payment

source_section
Third Party
Third party associated to the payment transaction
destination_section
Third Party
Third party associated to the payment transaction

accounting/period

stop
Temporary close
The Accounting Period will be temporary closed, but can be reopened. In this state it is not possible to post transactions during this period.
stopped
Temporary closed
The Accounting Period is temporary closed, but can be opened back. In this state it is not possible to post transactions during this period.
started
Open
The Accounting Period is open. It is therefore possible to post accounting.
delivered
Closed
The Accounting Period is closed. It is no longer possible to add accounting transactions in this period. A balance transaction has been created.
start
Open Accounting Period
Opens the accounting period in order to input transactions.

accounting/purchase

source
Source Account
A particular account in your accounting
source_reference
Section Transaction Reference
Reference of the buyer in the purchase transaction
destination
Third Party Account
An account in third party's accounting

accounting/sale

source_reference
Vendor Transaction Reference
Vendor reference of the sale transaction
source
Third Party Account
An account in the third party's accounting
source_section
Vendor
Vendor of the transaction

accounting/transaction

start
Journalise
Marks the transaction that has been recorded in a journal as debit and credit
stopped
Posted to General Ledger
Posted State is used for accounting transactions that have been properly posted to the ledger accounts and validated by an accountant
deliver
Definitively Close Transaction
Closed State is used for accounting transactions that belong to "closed" accounting periods
stop
Post Transaction to General Ledger
This action will post the transaction to the General Ledger. It can be journalised again thanks to the restart action
started
Journalised
Journalised State is use for accounting transaction that have been recorded in a journal as a debit and a credit.
delivered
Closed
Mark transaction that belongs to "closed" accounting periods

base

telephone_country
Country
The telephone country code
query_title
Query Type
Type or Title of the query posted by a user
geographic_incorporate_code
Geographic Incorporation Code
This is the official code of the city in which the company has been registered. Those codes can be found on different websites, depending upon the country needed. In France for instance, it is available on the INSEE website. (www.insee.fr)
employee_reference
Employee Number
the employee number of a person
telephone_area
Area
The telephone area
currency_reference
Currency ISO Code
ISO code of the currency or something similar : find some help here http://www.erp5.org/ResourceLibrary
suffix
Suffix
The suffix for the person full name. Can be something like 'Jr.'
bank_account_key
IBAN Key
The security checking key for this bank account. IBAN stands for International Bank Account Number
overdraft_facility
Overdraft Facility
Overdraft facility of a bank account
collective_agreement
Collective Agreement
Global agreement that applies to certain types of companies, and define certain guidelines like for instance paid vacations etc, in France, Nexedi's collective agreement is called SYNTEC.
salary_coefficient
Salary Coefficient
Coefficient used to materialize different salary levels for persons who have the same qualification but not the same experience: such as 1.1 or 1.2 or 2.1 etc, the higher the figure, the higher the salary
corporate_name
Corporate Name
The official name of this organisation
prefix
Prefix
The prefix for the person's full name. Usually something like Dr. or Mr.
partner_count
Number of partners
The number of partner for the person.
destination_project
Project
The project for the assignment.
corporate_registration_code
Corporate Registration Code
The corporate registration code of this organisation
operation_upper_limit
Debit Limit
The amount limit an agent is allowed to debit on a bank account
text_content
Answer
The text content of an answer to a query
update
Update Assignment
Action called in order to change the state of the assignment to update it
branch
Branch Number
The branch number is a 6 digit number as part of a bank account number that indicates the bank and the branch where the account is held.
creation_date
Creation Date
The date the organisation was registered.
activity_code
Activity Code
The activity code of the organisation. This code is specific to the local legislation. For instance, in France this is called "Code APE"
telephone_number
Number
The phone number
destination
Organisation
The organisation where the person is affected.
telephone_extension
Suffix
The telephone number suffix (extension)
closed
Terminated
State of a career which has been closed
stop
Stop Career Step
Action that will mark the career step of a person as stopped
career_workflow
Career Validation Workflow
Workflow that defines the steps of a career for a person
user_account_workflow
User Account Workflow
This workflow controls who can set user ids and passwords.
updated
Updated
Assignments in updated state are being updated before being reopened.
assignment_workflow
Assignment Validation Workflow
Workflow used to determine the status of assignments for a given person
closed
Terminated
State of an assignment which is not valid anylonger
telephone_default_region
Region
The telephone region.
Telephone
Telephone
A Telephone object can contain a telephone number.
Query
Query
A Query allows for capturing questions of users about ERP5 documents. It can be used as a collaboration tool, for sharing knowledge or to provide online help.
Person
Person
Persons capture the contact information (ex. name, phone number) and the relation between entities (ex. who is assigned to which function and which organisation). Persons are supported by a standard validation workflow.
Organisation
Organisation
Organisations capture the contact information (ex. name, phone number) and their classification (ex. site, group, function etc.). Organisations are supported by a standard validation workflow.
Notification Message
Notification Message
portal type
Link
Link
A URL allows to represent in a standard way coordinates such as web sites, emails, ftp sites, etc.
Image
Image
Image type documents in ERP5. Many formats are supported
File
File
A file, in its widest sense
Fax
Fax
A fax number that can be stored on a person or organisation document
Email
Email
An email address identifies an email box to which email messages are delivered.
Currency Exchange Line
Currency Exchange Line
This line can define the value of a currency towards another currency
Currency
Currency
A Currency is a resource which can be credited or debited on general ledger accounts. It defines currency information, identification and exchange rates to one or multiple reference currencies.
Credit Card
Credit Card
A credit registered in a bank and that can be used for a payment
Chat Address
Chat Address
A chat address is an identifier in an Instant Messaging service.
Career
Career
A step in the career of a person.
Bank Account
Bank Account
A bank account number holds a collection of numbers and codes (ex. SWIFT, RIB, etc.) which may be used to identify a bank account. It is owned by a Person or an Organisation. A Bank Account contains Agents with Agent Privileges used by the owner to delegate the management of the bank account to trusted third-party Persons. BankAccount inherits from Base and from the mix-in Coordinate.
Assignment
Assignment
An Assignment allows a person to be assigned to an organisation during a period without changing his career organisation.
Agent Privilege
Agent Privilege
An Agent Privilege allows the Bank Account owner to give permissions to an Agent for a given period of time, for a maximum amount of money.
Agent
Agent
An Agent is a Person who is permitted to perform some actions on the bank account according to Privileges.
Address
Address
A geographic address holds the geographic address of a person or company.

base/agent

stop_date
Validity End Date
The date at which the agent has no right anymore on the bank account

base/bank_account

stop_date
Closing Date
Date at which the bank account has been closed
start_date
Opening Date
Date at which the bank account has been opened

base/career

base/credit_card

source
Bank
The bank organisation which delivered the credit card

base/currency

base_price
Exchange Rate
How much this currency is worth in terms of the reference currency.
short_title
Currency Symbol
The symbol used to represent the currency. It is for example $, ¥, €, £...
base_unit_quantity
Precision
The number of digit after the comma for the given currency, for example 2 means we can have cents (0,00)
source
Organisation
The organisation for which the currency exchange line is applied for.

base/organisation

social_code
Social Security Identification Number
The Social Security Identification Number of the organisation

base/person

social_code
Social Security Identification Number
The Social Security Identification Number of the person

core

html_style_translator_mode
Translator Mode
Indicates if we display link to translation system in interface or not
variable_additional_price
Variable Additional Price
A per unit additional price that depends on a continuous property
periodicity_month_frequency
Frequency In Months
Indicates how often (in months) the event will happen (every x months)
stop_date
Stop Date
The End date of an operation
revision
Revision Number
the number of revision used by the business template. This number increases each time we commit a modification
content
Page Content
Content of a document in ERP5
date_order
Date Format
The preferred date order in which datetime field will be displayed (dd/mm/yyyy, yyyy/mm/dd, ...)
xlarge_image_width
Xlarge Image Width
The width in pixel of extra-large image
small_image_height
Small Image Height
The height in pixel of small image
content_format
Content format
Content format of a document in ERP5
textarea_width
TextArea Field Width
The default width of text area fields
periodicity_week_frequency
Frequency (weeks)
Indicate how often (in week) the event will happen (every x weeks)
large_image_height
Large Image Height
the height in pixel for large image
listbox_view_mode_line_count
Number of Lines Displayed in View Mode ListBoxs
number of line displayed by a listbox when used in view mode (in a document for example)
thumbnail_image_height
Thumbnail Image Height
The heigh in pixel of thumbnail image.
priced_quantity
Priced Quantity
Number of units involved in base prices. If Priced Quantity is 1, it means that this is a unit price. If 2, the price is given for two units, etc...
thumbnail_image_width
Thumbnail Image Width
The width in pixel of a thumbnail image
periodicity_minute_frequency
Frequency In Minutes
Indicate how often (in minutes) the event will happen (every x minutest)
convert_format
Target Conversion Format
The format in which the document should be converted
periodicity_hour_frequency
Frequency In Hours
Indicate how often (in hours) the event will happen (every x hours)
xsmall_image_width
Xsmall Image Width
The width in pixel of extra-small image
text_content
Text
The content of the document considered as a text string
section
Organisation
The section Organisation for documents.
section_category
Section Category
The section category for documents; usually something like group/nexedi.
language
Language
Language of the web page, it uses code like en, fr, ja...
medium_image_height
Medium Image Height
the height in pixel of medium image
quantity
Quantity
Default Quantity of a resource in ERP5. It can be a product or it can be time quantity like hours or minutes for example. Quantity can be found in almost every business field of ERP5 and will always have this meaning, unless the term is different or precise, such as Priced Quantity for example.
report_format
Report Format
Conversion Format for reports.
string_field_width
String Fields Width
The width of field which displays strings
priority
Preference priority
The priority of the preference : in ascending order : user, site, global
export_format
Export Format
Format in which the user want to export the document
text_editor
Text Editor
The text editor used by default
html_style_developper_mode
Developper Mode
Indicates if we display useful links for developers in interface or not
global_enable
Globally Enable
Enables a "global" preference
edit
Edit
action called when editing a document
validate
Validate
Validates a document in ERP5
solving
Solving
Solving means that an action has been taken to correct the divergent state of a document in ERP5. During the calculations, the state will be displayed as Solving. Once the calculations are over, the state will become Solved.
validation_workflow
Validation Workflow
Validation helps confirming the entered data by relevant agents before it is shared.
deliver
Deliver
the deliver action will change the state of a document to delivered or posted, which are the final states of most documents in ERP5. Once a document is delivered or posted, it cannot be modified anymore. It can be used for example for sales packing lists or outgoing events.
calculating
Calculating
"Calculating" is a causality state, which indicates that the system is calculating in which state a related document will be generated, after executing an action. It will be displayed whenever ERP5 is doing calculation. After the calculation, this state will be turned to another state, such as divergent or solved. For example, when comfirm a sale order, a "confirmed" sale packing list will be built. During the calculation process of ERP5, the packing list will be in "Calculating" causality state, which indicates that the system is calculating whether the packing list is convergent or divergent from its original sale order.
validated
Validated
State of a document that has been validated in ERP5
draft
Draft
Default state of the document
effective_date
Effective Date
The date when the document starts being valid.
xsmall_image_height
Xsmall Image Height
The heigh in pixel of extra-small image
quantity_field_width
Quantity Fields Width
The width of field that displays a quantity
micro_image_width
Micro Image Width
The width in pixel of micro image.
money_quantity_field_width
Money Amounts Fields Width
The width of field that displays money amount
comment
Comments
Comments which can be read by internal users but unlike description, are not printed out on official documents.
date
Date
The Date
text_format
Text Format
The text format used by default
xlarge_image_height
Xlarge Image Height
The height in pixel of extra-large image
report_style
Report Style
Default Style used for reports.
time_zone
Timezone
Preferred timezone
nano_image_width
Nano Image Width
the width in pixel of nano image
periodicity_day_frequency
Frequency In Days
Indicate how often (in days) the event will happen (every x days)
small_image_width
Small Image Width
The width in pixel of small image
expiration_date
Expiration Date
The date when the document expires.
short_title
Short Title
Short titles are a precision of Titles in ERP5
large_image_width
Large Image Width
the width in pixel for large image
int_index
Sort Index
Sort Index will either give a calculation order or a sorting order of a document in a list that contains many documents.
listbox_list_mode_line_count
Number of Lines Displayed in List Mode ListBoxs
number of line displayed by a listbox when used in list mode (in a module for example)
nano_image_height
Nano Image Height
the heigh in pixel of nano image
html_style_documentation_base_url
Documentation URL
defines the base url where documentation will be reachable
html_style_contextual_help
Contextual Help
Indicates if we display a link to contextual help or not
password
Password
Password for a user in ERP5
printing_format
Printing Format
Printing format of a document in ERP5
textarea_height
TextArea Field Height
The default height of text area fields
micro_image_height
Micro Image Height
the height in pixel of micro image
medium_image_width
Medium Image Width
the width in pixel of medium image
id
ID
Identification
diverge
Divergent
This Causality state appears when the goods shipped are different from the initial previsions. This means that the user must make a decision such as Adopt Prevision or Split and Defer the Sales Packing List. Before a divergent Document can be processed, it must be taken care of by a user in order to be set as convergent, using one of the actions explained above.
deleted
Deleted
Documents in this state were deleted by the user as a result of clicking on the trash button or calling the delete action
delivered
Delivered
Delivered state is the final state of certain workflows in ERP5. For example, a sales packing list, or an outgoing event can be delivered, which means that they can not be modified anymore.
converge
Convergent
This state is shown when the goods that are shipped equal the previsions
solved
Solved
The solved state is displayed whenever a divergent state has been corrected by a user of ERP5. A divergent state can strike a sales packing list for example, or an invoice, whenever the ordered and delivered quantities are different. Unless a user would take an action to solve this situation, the document could not be processed. When an action has been taken and the divergent state has been corrected, the document will display the Solved state, and users will be able to process it again.
building
Building
Building is a causality state which will be displayed when ERP5 is creating a document from a related one. For example, when comfirm a sale order, a "confirmed" sale packing list will be built. During this process, the packing list's causality state is "Building", before turns to "Calculating" when ERP5 calculates if the packing list is convergent or divergent from its original sale order.
delivery_causality_workflow
Causality Workflow
This is a generic workflow which manages the causality state of a delivery.
edit_workflow
Edit Workflow
Worflow that defines the edition of a document.
missing
Missing
If a document is missing in order to process an action, ERP5 will warn the user that this is Missing
global
Globally Enabled
State of a preference that is enabled for a complete site
disabled
Disabled
State of the preference when not used
current
Current Editing State
The current editing state of the document
preference_workflow
User Preference Workflow
Workflow of a user preference
enable
Enable
Enables a preference
split_prevision
Split Prevision
Creates a simulation movement with the difference between prevision and current, allows to postpone part of delivery of a sale packing list
confirm
Confirm
Action that will trigger the confirmed state of a workflow, for example for an accounting transaction or a sale packing list.
disable
Disable
Action which will disable the preference
reference
Reference
Reference of a document in ERP5, whatever the module considered. Exceptions to this rule can exist, and if so, terms will be described in the appropriate business field of this glossary. For example, the reference of a Payment Transaction has a specific name, as well as the Reference of Purchase and Sale Invoice Transactions. See the appropriate Glossary for further information.
System Preference
System Preference
portal type
Quantity Divergence Tester
Quantity Divergence Tester
portal type
Preference Tool
Preference Tool
Preference Tool contains user preferences and system preferences.
Preference
Preference
Preference is used to store user preferences, and it is editable through the Preference Tool.
Order Tool
Order Tool
Order Tool contains order builders.
Order Builder
Order Builder
portal type
Folder
Folder
portal type
Document
Document
Document is a minimal type designed to hold flexible content. It can be used for rapid application development and prototyping. It is only provided here as an example, as a reminder and as a way to prevent creating a new portal type with such a generic name. It should not be used in normal situation.
Delivery Tool
Delivery Tool
Delivery Tool contains delivery builders.
Delivery Builder
Delivery Builder
Delivery Builder objects allow to gather multiple Simulation Movements into a single Delivery. The initial quantity property of the Delivery Line is calculated by summing quantities of related Simulation Movements. Delivery Builders are called for example whenever an order is confirmed. They are also called globally in order to gather any confirmed or above Simulation Movement which was not associated to any Delivery Line. Such movements are called orphaned Simulation Movements. Delivery Builder objects are provided with a set of parameters to achieve their goal: A path definition: source, destination, etc. which defines the general kind of movements it applies. simulation_select_method which defines how to query all Simulation Movements which meet certain criteria (including the above path definition). collect_order_list which defines how to group selected movements according to gathering rules. delivery_select_method which defines how to select existing Delivery which may eventually be updated with selected simulation movements. delivery_module, delivery_type and delivery_line_type which define the module and portal types for newly built Deliveries and Delivery Lines. Delivery Builders can also be provided with optional parameters to restrict selection to a given root Applied Rule caused by a single Order or to Simulation Movements related to a limited set of existing Deliveries.
base_contribution
Base Contribution
Defines on what kind of object a document has an effect. For instance, a tax can have an effect on "taxable" products if "taxable" is selected in the Base Contribution field of the Tax Model Line document.
Contribution Tool
Contribution Tool
Contribution Tool provides a single place to contribute content to an ERP5 Site.
start
Start
Sets the document state as started
restart
Restart
Restart action re-opens a document that would have been closed previously in order to modify it, such as an accounting period
planned
Planned
State of a document that has been planned in ERP5
plan
Plan
Plan will set the document State as planned in ERP5
invalidated
Invalidated
State of a document that has been invalidated in ERP5
invalidate
Invalidate
This action invalidates a document in ERP5
delete
Delete
Delete a document in ERP5
cancel
Cancel
Cancel a document in ERP5
start_date
Start Date
The date at which an operation starts in ERP5
exclusive_discount_ratio
Exclusive Discount Ratio
An exclusive global discount ratio. This discount ratio is exclusive of any other discount.
base_price
Unit Base Price
The unit price for the base product, not taking into account options or discounts.
title
Title
The name of a document in ERP5
price
Price
The unit price at which a product or service is traded. This price is a net price which has been applied all pricing conditions defined in supply documents.
description
Description
General description of a document in ERP5. Descriptions are not supposed to be internal, and in a case of certain documents such as invoices for example, will be seen by your customers.
resource
Product or Service
A resource in ERP5 can be a product or a service. This term will be found in orders for instance, or accounting and inventories.
cancelled
Cancelled
State of a document that has been cancelled
closed
Closed
The Closed State notifies that either the accounting period, the account or the transaction has been closed, and cannot be modified anymore.
stopped
Stopped
Stopped is a state of a document for which the treatment has been stopped in ERP5
confirmed
Confirmed
A document that has been confirmed in ERP5

core/user

reference
User Login
The username this person will use to log in the system. The system will check that there isn't another user with the same username.

crm

source_project
Handled Project
project related to ticket
reply_to
Reply to
Reply to email address, extracted from header.
causality
Event Origin
Title of the document which is at the origin of the event
source_section
Billing Supplier
Defines who will provide the bill
destination_project
Requested Project
The accountable project on the requester side.
submit
Request Approval
The submit logical transition sets the Ticket state to submitted.
respond
Respond Event
The respond logical action sets the event state to responded.
responded
Responded
Events in this state are incoming events or carbon copies of outgoing events which have been responded and which do not need further processing through assignment.
started
Posted
Events in this state are outgoing events which were posted. Some events may be delivered later, whenever the recipient confirms he received them.
rejected
Rejected
Lost Sale Opportunity, as it has been rejected by the customer
acknowledged
Acknowledged
Events in this state are incoming events or carbon copies of outgoing events sent to ERP5 CRM which have been acknowledged by a person, by a ticket supervisor or by a project manager. An acknowledged event means that it is or will be taken care of.
new
New
Events in this state are new incoming events or carbon copies of new outgoing events received through the email interface of ERP5 CRM.
destination
Location
The location of the person or organization for which the services are being provided.
source_decision
Supervisor
Title of the entity which is responsible of accepting the ticket request
destination_section
Client
Defines to who the invoice will be sent
destination_decision
Requester
Tells who requested the ticket
offered
Offered
Sale opportunity that has been offered and is now waiting for the customer decision
offer
Send Offer
Sends an offer to the prospect and waits for the decision
assign
Assign
The assign logical transition sets the workflow state to assigned.
expire
Expire
Define a Sale Opportunity as not processed in time, and therefore lost.
submitted
Submitted
Tickets in this state are waiting for approval from the Ticket manager before being further processed.
receive
Receive
The receive logical transition sets the event state to received
assigned
Assigned
Events in this state are incoming or carbon copies of outgoing events which have been assigned (linked) to a ticket, a project or a person and which still need to be acknowledged.
enquired
Enquired
Qualified Sale Opportunity for which the customer is waiting for an offer.
sale_opportunity_workflow
Sale Opportunities
Defines the steps of a sale opportunity
sold
Sold
Sale Opportunity converted into Sale
event_workflow
Incoming and Outgoing Events
Defines the steps of the event workflow
ordered
Pending
Events in this state are outgoing events which have been assigned and are waiting to be sent.
enquire
Enquire
Marks a sale opportunity as qualified and asks for an offer to be sent to the prospect
invalidated
Closed
Tickets in this state have been fully processed and no longer need further processing.
contacted
Prospect Contacted
In a Sale Opportunity, contacted means that the third party, the prospect, has been contacted. The next step will be to make an offer.
expired
Expired
The Sale Opportunity has expired.
sell
Sell
Will set the sale opportunity state as sold. This means that the sale opportunity is successful and that the customer has accepted the offer that has been made to him/her
reject
Reject
Declares the last offer related to a sale opportunity as rejected by the customer
acknowledge
Acknowledge
The acknowledge workflow method is the last logical transition for incoming events. It sets the state to acknowledged.
ticket_workflow
Ticket Workflow
The ticket workflow keeps track of ticket processing. A ticket is created in draft state. It is then submitted by its author (Owner) or operator (Assignee) and waits for further approval. The ticket manager (Assignor) eventually approves the ticket. The ticket is then open. The ticket can be closed by the ticket manager or by the ticket operator.
Web Message
Web Message
A Web Message is an event which keeps the information about incoming or outgoing various online-communication except email.
Visit
Visit
A Visit is an event which can be used to register visits with third parties, such as customers, suppliers or prospects
Support Request
Support Request
A Support Request document is used to track customer support requests. All emails, phone calls or documents related to the support process for a given request can be followed from it.
Sale Opportunity
Sale Opportunity
A Sale Opportunity is designed to hold information about a prospect client. It also acts as a project node to track all expenses and time spent on the sales process.
Phone Call
Phone Call
A Phone Call represents an incoming or outgoing phone call. It is used to track customer relation or project processes.
Note
Note
A Note is an event which can be used to track project or tickets besides formal communication based on email, fax, etc.
Meeting
Meeting
A Meeting document defines the participants and the purpose of a meeting as well as any trade related information. It is also a way to track the events related to the organisation of a meeting or a conference.
Mail Message
Mail Message
A Mail Message is an event which can be used to keep track of incoming emails (ex. support requests) or to create outgoing emails (for example in a campaign).
Letter
Letter
A Letter event can be used to track incoming and outgoing letters or paper document in a customer relation or in a project process.
Fax Message
Fax Message
An Fax Message is an event which keeps the information about incoming or outgoing fax transmissions.
Campaign
Campaign
A Campaign is a marketing mini-project which keeps track of all events associated to a given marketing action. Use it for example to manage press relation campaigns, assessment campaigns, product presentation campaigns which involve contacting many customers through email, phone, etc.
validated
Open
Tickets in this state require processing. They can be filled with events, and will remain open until their treatment is not entirely over.

crm/event

source
Sender or Caller
Person who is creating the event.
start_date
Date
The date at which the event was created
start
Post
Use the Post action to send a message, place a phone call or post a note.

crm/ticket

source
Operations Manager
The person who is handling the ticket.
start_date
Begin Date
The date at which the ticket was created.
stop_date
End Date
The date at which the ticket is supposed to stop.

dms

version
Version
Version of the document. It increases each time major modifications are done
document_email_ingestion_address
Default Email Ingestion Address
defines which email address is used by default for ingestion
start_date
Upload Date
Date at which the document was ingested
shared
Shared
A document shared by limited people in the organisation (ex. team, project, etc.)
document_publication_workflow
Document Publication Workflow
A generic publication workflow which combines versioning, staging and translation management.
accept
Accept Translation
Accepts a translation and sets the validation state to submitted, waiting for further approval before publication.
release_alive
Release Alive
The release_alive worklow method sets the document state to released_alive and archives all previously released documents with same reference in the same language.
requested
Translation Requested
A document for which translation has been requested and which has not yet been assigned a translator or a revisor.
share
Share
The Share workflow method sets the document validation state to shared and archive any previous shared document with same reference and same language.
empty
Empty
default state of the document in the converting process
submitted
Submitted
A document which has been submitted for review by the relevant reviewer.
reject
Reject
Rejects a document which was submitted by setting its validation state to draft.
public
Public
A public document. Everyone can access it.
convert_file
Convert File
This workflow method is called to convert a file to a certain format
url_string
URL
Url of the document
document_classification
Default Classification
Preferred classification policy for newly created documents
source_reference
Original Filename
The original filename of the document
published
Published
A published document. Everyone can access it.
share_alive
Share Alive
The Share Alive workflow method sets the document validation state to shared_alive and archives any previously shared document with same version and same language.
release
Release
Releases a document and triggers the archival of any released document of a previous version
archive
Archive
Archive a document which has been replaced by a more recent version by setting the validation state to archived.
published_alive
Published Alive
A published document which is alive. Everyone can access it, including anonymous users. Every assigned knowledge contributor or knowledge manager may modify it depending on its classification policy.
released
Released
A document which is released and becomes accessible to its associates (team, project, members, partners, etc.) based on the security definition
detect_converted_file
Detect Converted File
will automatically detect when file is completely converted
embedded
Embedded Document
A document which is part of another document and which acquired security from it.
private
Private
The document is private and can be seen only by its owner.
hidden
Hidden
Hidden documents are documents which were published or released by mistake. This state models exception handling in the publication process.
detect_uploaded_file
Detect Uploaded File
will automatically detect when file is completely uploaded
upload_file
Upload file
This method is invoked each time a file is uploaded
publish
Publish
Publishes a document and triggers the archival of any public document of a previous version
released_alive
Released Alive
A document which is released and and alive. It is accessible to its associates (team, project, members, partners, etc.) based on the security definition. It is modifiable by it assignees (ex. team, project, etc. for collaborative documents) and by its assignor (ex. knowledge manager).
hide
Hide
Hides a document which was published or released by mistake by setting the validation_state to hidden.
submit
Submit for Review
Submits a document for review by setting validation_state to submitted.
shared_alive
Shared Alive
A document shared by limited people in the organisation (ex. team, project, etc.). Every assigned knowledge contributor or knowledge manager may modify it depending on its classification policy.
publish_alive
Publish Alive
The publish_alive workflow method sets the validation state of the document to published_alive and archives any other published version (alive or not) of the same document in the same language.
converting
Converting
Indicates that the conversion of document to an open document is in process
document_ingestion_workflow
Document Ingestion Workflow
Bears the different states of the document ingestion workflow
converted
Converted
State of the document when converted to an open document
split
Split Document
Splits a document in multiple subdocuments to accelerate translation. Sets validation_state to split.
effective_date
Publication Date
The date when a document is published.
Text
Text
A Text file (OOo, DOC)
Spreadsheet
Spreadsheet
A Spreadsheet file (OOo, XLS)
RSS Feed
RSS Feed
An RSS feed is a text document which can populate itself with news extracted from its own content.
Presentation
Presentation
A Presentation file (OOo, PPT)
PDF
PDF
PDF documents store PDF files and can convert them to HTML, Text or different image formats.
Drawing
Drawing
A Graphic file (OOo, DXF)

forge

invoicing

quantity
Quantity
The Default Quantity.
format
Format
The printing format of the invoice.
destination_section
Client
Destination client of the invoice
stop_date
Invoice Date
The invoice date for the client in the case of a Purchase Invoice Transaction
start_date
Shipping Date
Date at which the invoice was shipped
destination
Recipient or Beneficiary
Recipient or Beneficiary of the invoice
source_administration
Invoice Sender
Organisation that sends the invoice
resource
Product or Service
The product or service which is traded
description
Description
Public description of the document.
price
Default Price
The default price
title
Title
The title of the Invoice.
stop_date
Delivery Date
The date at which it is delivered
start_date
Invoice Date
The invoice date for the supplier in the case of a Sale Invoice Transaction.
reference
Invoice Number
The Invoice Reference
test_method_id
Test Method ID
ID of a script to test if the rule should be applied.
reference
Reference
The reference of the rule
version
Version
The Version of the Rule
source_section
Supplier
The supplier of the invoice
int_index
Index
Index used to sort invoice lines in a list
Tax Rule
Tax Rule
Defines how Tax should behave.
Invoicing Rule
Invoicing Rule
An Invoicing Rule creates simulations movements corresponding to the invoice.
Invoice Transaction Rule
Invoice Transaction Rule
Invoice Transaction Rule object make sure an Invoice in the simulation is consistent with the real invoice.
Invoice Line
Invoice Line
This line can be included in a Purchase or Sale Invoice transaction and bears information about the product or service that is sold, such as the quantity and the price. This line will be displayed in the final printed invoice.
Invoice Cell
Invoice Cell
Invoice cells are deeper level of details from invoice lines, eg when the same resource with variation is sold, you can use only one line and use cells for the variations.

Payroll

employer_share_rate
Employer Share Rate
In Payroll, there is generaly some taxes for the employee, and for the employer. This term is used to speak about the rate applied to the base that permit to calculate the amount of the tax paid by the employer.
employer_share
Employer Share
Taxes paid by the employer
employee_share
Employee Share
Taxes paid by the employee
employee_share_rate
Employee Share Rate
In Payroll, there is generaly some taxes for the employee, and for the employer. This term is used to speak about the rate applied to the base that permit to calculate the amount of the tax paid by the employee.
normal_working_hours
Normal Working Hours
When the employee is present physically at work, and he is not in overtime
absense_hours
Absence Hours
When the employee is not present physically at work
designation
Designation
Identifying word or words by which someone or something is called and classified or distinguished from others
overtime
Overtime
Work done in addition to regular working hours
payslip
Payslip
A slip of paper included with your pay that records how much money you have earned and how much tax or insurance etc. has been taken out

pdm

base_length
Length (m)
A typical per unit length of the resource
base_height
Height (m)
A typical per unit height of the resource
base_weight
Weight (kg)
A typical per unit weight of the resource
base_width
Width (m)
A typical per unit width of the resource
resource
Resource
The title of the resource involved
instructions
Instructions
instructions in order to explain how to use the resource
destination
Recipient or Beneficiary
Recipient or beneficiary of the supply
surcharge_ratio
Surcharge Ratio
The ratio used to surcharge the supply line price
variation_base_category
Individual Variation Base Category
A list of base categories which defines possible discrete variations.
min_delay
Min. Delay (Day)
The minimal delay time of a movement process.
min_flow
Min. Flow
Minimal quantity to use on a movement.
max_delay
Max. Delay (Day)
The maximal delay time of a movement process.
individual_variation_base_category
Individual Variation Base Category
A list of optional base categories which defines possible discrete variations.
source
Sender or Provider
default_metric_type
Default Metric Type
Checkbox field used to determine if the metric type of the resource is the default measure
Supply Line
Supply Line
portal type
Service Individual Variation
Service Individual Variation
Individual variation of a service document, that can have an influence on the price of the service for example, even if this is not compulsory.
Service
Service
A Service is an immaterial Resource that can be traded (eg. shipping, support ...)
Sale Supply Line
Sale Supply Line
portal type
Sale Supply
Sale Supply
portal type
Purchase Supply Line
Purchase Supply Line
portal type
Purchase Supply
Purchase Supply
A Supply defines precise pricing and shipping conditions between two trade parties for a limited selection of traded products, components, services, etc. It can be used to represent price catalogues, product referencing, pricing policy, etc.
Product Individual Variation
Product Individual Variation
Subdivision of a product that helps define variations of this product based on different axis such as colour or size for instance. Each variation can have its own price.
Product
Product
A Product is a tangible good which can be produced and traded (ex. a pen, a bicycle, a suit, etc.). Products may define multiple variations and configuration options. Trading information such as price, customer, reference, etc. may be defined on a Product, although it is recommended in complex environments to use Sale Supplies for that purpose. In a production environment, Components are procured and Products are sold.
min_flow
Min. Flow
Minimal quantity to use on a movement.
max_stock
Max. Stock
The maximal stock quantity of a resource.
max_flow
Max. Flow
Maximal quantity to use on a movement.
min_stock
Min. Stock
The minimal stock quantity of a resource.

project

source_section
Supplier
The invoicing person or organisation.
source_decision
Supervisor
Title of the entity who is responsible of supervising the project
destination
Location
The Location where the project is handled, most of the time the name of an organisation.
destination_section
Billable Client
The invoiced person or organisation
source_decision
Decision Maker
Decision maker to issue the requirement
destination_project
Client Project
The project in which the client is involved in
source_payment
Payee
Title of the party to which the task is paid to
price
Default Price
The default price for the task
causality
Origin
Title of the task which is at the origin of the task report.
destination_administration
Client Administrator
The person or organisation who is responsible of handling all administrative paperwork for the client
destination_decision
Decision Maker
Decision maker of requested requirement
destination_payment
Payer
The party involved in making the payment for the task
destination_decision
Requester
The person or organisation in charge of taking the decision to make the request
source_section
Billing Supplier
Defines who will provide for the bill.
Task Report Line
Task Report Line
Use Task Report Line to detail different steps of task operations.
Task Line
Task Line
Use Task Line to detail the element of a Task. It is useful to create the complete hierarchy of a Project.
Task
Task
Use Task to define tasks of a project.
Sale Order Milestone
Sale Order Milestone
Use Sale Order Milestone to define main steps of a sale order.
Project Milestone
Project Milestone
Use Project Milestone to define main steps of a project.
Project Line
Project Line
Use Project Line to build project architecture.
Project
Project
Use Project to define projects in consulting firm.
predecessor
Predecessors
The list of project lines that need to be fulfilled before this one is treated
outcome_description
Outcome Description
Explains what is the expected outcome of this Project Line
source_title
Resources
The list of the resources involved in the project. Most of the time, it's a supplier's worker
deliver
Close Task
Use this action to notify that a task has been validated and can be closed
start
Start Task
Use this action to notify that task processing has begun
requirement_title
Requirement Document
Document gathering the specific needs to complete the project
requirement_logical_path
Requirements
List of the specific needs to complete the project
source_title
Assigned To
To who the task had been assigned
invalidate
Stop Project
Action used to stop a project
suspended
Suspended Project
Project which is suspended.
suspend
Suspend Project
Action used to suspend a project. Once a project is suspended it is not worked on anymore, but can be reopened later.
validated
Started Project
The project has been started
validate
Start Project
Action used to start the treatment of a project
invalidated
Stopped Project
The project has been stopped
requirement_logical_path
Requirements
List of the specific needs to complete the task
source_decision
Supervisor
Title of the entity who is responsible of supervising the task
predecessor
Predecessors
The list of tasks that need to be fulfilled before this one is treated

svn

trade

packed
Packed
Means that the container has been prepared and is ready to be shipped
ordered
Ordered
Order has been confirmed to the customer or has been confirmed by the supplier
order
Place Order
marks the document as it has been confirmed to the customer or it has been confirmed by the supplier
miss
Declare Container Missing
marks the container as missing
stop
Receive
Declares a packing list as received and creates the related accounting transaction
ready
Ready
Packing list that has been prepared (packed), ready for shipment
accept_decision
Accept Decision
Accepts the change that has been done rather than the original prevision. This action will be available whenever a packing list is divergent.
packing_list_workflow
Packing List Workflow
Defined the different steps of a packing list
serial_number
Serial Number
serial number of the container
stopped
Received
Declares the packing list status as received
pack
Pack Container
marks the container as packed
start
Ship
Ship the packing list and declares a packing list as shipped
update_quantity
Update quantity
Will update the quantity of invoiced products depending upon the quantity of products that have been packed in the container.
started
Shipped
Packing list has been shipped
set_ready
Set ready
Declares a packing list as packed, ready for shipment
packing_list_container_workflow
Container Workflow
defines state of a container
calculate_packing
Calculate Packing
calcultes the state of container
Purchase Order
Purchase Order
When a user of ERP5 wants to materialize a purchase that has been done by his company, he or she should use a purchase order. Purchase orders contain some general information about the buyer and the seller, and contain purchase order lines.
Sale Packing List
Sale Packing List
A Sale packing list gathers the different shipment details regarding a sale order.
Sale Order
Sale Order
When a user of ERP5 wants to materialize a sale that has been done by his company, he or she should use a sale order. Sale orders contain some general information about the buyer and the seller, and contain sale order lines.
Purchase Packing List
Purchase Packing List
A purchase packing list gathers the different shipment details regarding a purchase order
Tax Model Line
Tax Model Line
Tax model lines are the equivalent of tax lines, only they are used in purchase and trade conditions instead of purchase and trade orders.
Tax Line
Tax Line
Tax lines can be included in sale or purchase orders in order to define the tax rate that will be applied to taxable products and services of the order.
Tax
Tax
A tax document helps the user define the name and abbreviation of the different taxes that will be used in ERP5. Although, this document do not bear any ratio or % notion.
Sale Trade Condition
Sale Trade Condition
Sale trade conditions are documents that gather all the details of a standard sale order, such as the shipment or payment mode, the tax or discount behaviour. A sale trade condition can be applied to a sale order, and in this case, the information borne by the sale trade condition will be imported to the sale order. This is practical for the user, because it allows not to loose time typing the same information again and again.
Sale Packing List Line
Sale Packing List Line
Sale packing list lines are part of sale packing lists, and bear the different references that have been sold. For each product/service reference there will be a sale packing list line.
Sale Order Line
Sale Order Line
Sale order lines are part of sale orders and bear the different product or service references that have been sold by the company.
Purchase Trade Condition
Purchase Trade Condition
Purchase trade conditions are documents that gather all the details of a standard purchase order, such as the shipment or payment mode, the tax or discount behaviour. A purchase trade condition can be applied to a purchase order, and in this case, the information borne by the purchase trade condition will be imported to the purchase order. This is practical for the user, because it allows not to loose time typing the same information again and again.
Purchase Packing List Line
Purchase Packing List Line
Purchase packing list lines are part of purchase packing lists, and bear the different references that have been ordered. For each product/service reference there will be a purchase packing list line.
Purchase Order Line
Purchase Order Line
Purchase order lines are part of purchase orders and bear the different product or service references that have been purchased by the company.
Payment Condition
Payment Condition
Payment conditions can be either on a sale/purchase order or on a sale/purchase trade condition document. Payment condition describes the payment conditions that will be applied to an order, such as the payment mode, the term, etc..
Inventory Line
Inventory Line
An inventory line can be found in inventory documents, and bears the available stock of a certain product reference. There will be one inventory line for each product reference of the inventory.
Inventory
Inventory
The inventory module helps the user make a full inventory of the available products in the different warehouses of the company. There will be an inventory line for each product reference that is part of the inventory.
Discount Model Line
Discount Model Line
In a purchase/sale trade condition document, a discount model line defines the discount behaviour of an order towards certain products.
Discount Line
Discount Line
A discount line bears a specific discount that will be applied to either an order or a product.
Discount
Discount
A discount consists in cutting the price of a product in a sale order.
Container Line
Container Line
Container lines bear the different good references included in the container. If three different goods (e-g product references) are in the same container, there will be three container lines: one for each product reference.
Container
Container
Container is the term used in sales packing lists to nominate the container in which the goods will be shipped. The quantity of goods in the container that will be shipped can be different from the quantity of goods that was ordered, and in this case, it will possible for the user to take the action "Update quantity from container".
destination_decision
Buyer
The person or organisation in charge of selecting the supplier or taking the decision to place the order.
destination
Recipient or Beneficiary
The organisation or person who is delivered goods or services in this operation
destination_payment
Payer
The organisation or person in charge of paying for the client.
source_section
Supplier
The invoicing person or organisation.
destination_project
Client Project
The accountable project on the client side.
destination_administration
Invoice Recipient
The person or organisation which the invoice should be sent to and who is in charge of handling administrative paperwork for the client.
source_administration
Invoice Sender
The person or organisation in charge of sending the invoice or handling administrative paperwork for the supplier.
source_payment
Payee
The organisation or person in charge of receiving the payment for the supplier.
destination_section
Client
The invoiced person or organisation.
source
Sender or Provider
The organisation or person who sends merchandise or provides the service.
non_discountable_additional_price
Non Discountable Additional Price
A non discountable per unit additional price which applies for example whenever certain options or variations are selected. Multiple additional prices related to different options sum up. The total of additional prices may not be discounted.
discount_ratio
Discount Ratio
A global discount ratio depending on the context, on the options or on the variations. All discount ratios may sum up to form a higher discount ratio.
source_project
Supplier Project
The accountable project on the supplier side.
source_decision
Seller
The person or organisation in charge of handling the sales process or of taking the sales decision.
inventory_date
Inventory Date
The date of the inventory.
start_date
Shipping Date
The date at which products were shipped or the date at which a service started.
effective_date
Effective Date
The date from which the offer is valid.
payment_end_of_month
End of Month
If set, payment will occur at the end of the month of the payment term.
destination_reference
Client Reference
The reference of the client.
payment_date
Payment Date
The absolute date at which payment is expected to be made.
stop_date
Delivery Date
The date at which shipped products were delivered or the date at which a service was completed.
payment_additional_term
Additional Term (days)
Defines the additional term (in days) allowed to the customer to pay his order
payment_term
Term (days)
The term (days) allowed to the customer for the payment of the order
full_inventory
Full Inventory
Defines whether the inventory is partial or full. If this is a full inventory, any items not in the inventory will be considered as missing.
additional_price
Additional Price
A per unit additional price which applies for example whenever certain options or variations are selected. Multiple additional prices related to different options sum up.
source_reference
Supplier Reference
The reference of the supplier.

web

unpublish
Unpublish
Unpublishes the document
text_content_substitution_mapping_method_id
Substitution Mapping Method ID
Substitution mapping method id for the web page
Web Site
Web Site
A Web Site is the root of a tree of Web Sections and web documents (like web pages or any erp5 object like products, etc.).
Web Section
Web Section
A Web Section defines an optional default web page and a predicate to select content listed in that section. It can be used to build simple content management and online shops.
Web Page
Web Page
A Web Page is an HTML document which contains images and files.