Glossary

The words we use on Panameer, what each one means, and the other names you may know it by.

226 terms

#

2FAAcronyms (ERP & business) · acronym: Two-factor authentication.

A

Add to CartMarketplace & work: Put a service product in your cart at its listed price and keep shopping.
AI & AutomationSkills & catalog (RDS): Chatbots, workflow automation and AI receptionists.
AI-Specialist RoleSkills & catalog (RDS): AI roles (e.g., AI Agent Builder, Prompt Engineer).
APAcronyms (ERP & business) · acronym: Accounts Payable.; Also called: Payables
Application-Specific RoleSkills & catalog (RDS): Functional consultant roles (e.g., Functional Consultant, Business Process Specialist).; Also called: Functional Consultant
ARAcronyms (ERP & business) · acronym: Accounts Receivable.; Also called: Receivables
AreaSkills & catalog (RDS): Vendor-neutral business area that groups skills across software: Procurement (PRC), Financials (FIN), Order to Cash, HCM, Supply Chain, Projects (PPM), Analytics & Reporting, Technical / Integration… Admins can add areas.; Also called: Functional area
ArtifactProfile: A file or link attached to a job or project as proof of work.
AwardProfile: A credential recognising notable work, from an employer, client, vendor or industry body.

B

Billing CycleCompany & payment: How often a service is billed: weekly, every 2 weeks, monthly or every 90 days. At the end of each cycle the provider submits the trigger.
BIPAcronyms (ERP & business) · acronym: BI Publisher — Oracle's formatted-report tool.
Build Your CatalogMarketplace & work: Provider road stop 4 (Listed): set your rates as services and add service products. They go live as soon as you publish, once your company is linked.; Also called: My Catalog
Business TypeSkills & catalog (RDS): Level 2 of the Category Hierarchy: the kind of business a seller is (HVAC, Digital Marketing, Corporate Systems). A company picks its business types.
Buy NowMarketplace & work: Buy a service product at its listed price: it goes into your cart and you go straight to it to place the order.
BuyerPeople & roles: A company that issues a work order to buy services or service products. Buying is per work order, not an account type.; Also called: Customer; Requester (in ERP)
Buyer ProfileProfile: A buyer person's profile: photo, title, company, overview, work history, education, languages and location. No completeness gate — it never blocks posting work.
Buyer Track RecordCompany & payment: Shown on a buyer company's page, built from real activity: validated, member since, work orders issued and completed, paid on time, average days to pay, industry, size, location and ERP used. A company with no history shows "New buyer on Panameer".

C

CatalogMarketplace & work: The items a provider sells on Panameer: their Services (rates), Service Products and Estimates. Managed from My Catalog.; Also called: My Catalog
CategorySkills & catalog (RDS): Level 1 (top) of the Category Hierarchy, and a Shop tile: what is being bought, in plain words (12 on Day 1: ERP & Oracle, Printing, Marketing, Websites, AI & Automation, Finance & Admin, IT, Transportation, Facilities, Mentoring & Advisory, Lead Generation, Help). Products are bought in Shop; services are hired in Hire.; Also called: Commodity Group (older name)
Category HierarchySkills & catalog (RDS): Panameer's procurement category tree, kept by admins (like Oracle's PCCH): Category › Business Type › Service Type / Service Product Type. Admin › Category Hierarchy.; Also called: Service Taxonomy (older name)
CertificateLearn & Connect: What you earn by passing a Certification Test. It shows on your profile under Credentials, verified by Panameer, and lifts your Search Score.
CertificationProfile: A credential from Oracle or another body, or earned on Panameer.; Also called: Credential
Certification TestLearn & Connect: The test for a learning path. Pass it and you earn a certificate. You can take it without watching the lessons.
ColleaguePeople & roles: Someone a member has worked with; invited or found through Connect.
Coming SoonLearn & Connect: A learning path whose lessons are planned but not yet playable. Press Notify Me to be told when it opens.
Commodity CodeCompany & payment: The UNSPSC code on a Service Type, carried onto ERP punchout lines and used for spend reporting. Panameer loads only codes Scott approves.; Also called: UNSPSC
Commodity GroupSkills & catalog (RDS): Level 1 of the Service Taxonomy, built on UNSPSC and the same for everyone: Professional & Technology Services, Facilities & Trades, Marketing, Creative & Media, Education & Training, Logistics & Transportation.
CommunityLearn & Connect: The people on Panameer you could connect with — members you aren't connected to yet, best match first.
CompanyCompany & payment: The legal business that buys or sells on a work order. Panameer contracts with and pays companies, not individuals. A one-person business is a company too.; Also called: Business
Company AdminPeople & roles: A member who manages their company: team, legal/tax/banking, branding.
Company EmailCompany & payment: The company's own contact email (for example info@ or accounts@), separate from each person's sign-in email.
Company PageCompany & payment: A company's public page on Panameer.
CompareMarketplace & work: A side-by-side table of 2–4 shortlisted providers (or their proposals): rate, years, role, skills matched, certifications, location, products — plus proposed rate and start for proposals.
ConnectLearn & Connect: Panameer's community area: Leaders, Community, Connections, Mentors, Groups and Recommendations.
ConnectionLearn & Connect: Two members who have agreed to connect.
Connection RequestLearn & Connect: Asking a member to connect (Connect with Me). They accept or decline; once connected you can message each other.
Contract TypeMarketplace & work: How a contract worker is engaged: C2C (corp-to-corp), W2 (on a staffing firm's payroll), C2H (contract to hire) or 1099 (independent contractor). A Service Description can accept more than one.; Also called: C2C · W2 · C2H · 1099
ContractedLifecycle (the road): A work order has been signed between two validated companies.
Counter OfferMarketplace & work: The seller's one reply to a buyer's offer — a price and/or a delivery date. The buyer then accepts (it goes on their cart at the agreed price and date) or declines. Same pattern for Service Products and Services (rates).; Also called: Counter
CourseLearn & Connect: A group of lessons inside a learning path. Courses open in place on the path page.
Create What You SellMarketplace & work: The seller's three-page set-up after registering: What You Do (title, skills, industries) · What You Charge (by the hour, monthly, fixed packages) · Enable My Catalog. About five minutes. Started from the dashboard card or the menu.; Also called: Get Found (older name)
CredentialProfile: A certification earned by passing a Panameer certification test.
CredentialsProfile: The profile section listing what vouches for a member: certifications, licenses, awards, memberships, and insurance & bonding. Ones verified by Panameer are marked ✓.; Also called: Certifications (older name)
CXAcronyms (ERP & business) · acronym: Customer Experience — sales, service and marketing applications.

D

DBACompany & payment: 'Doing business as' — the name a company trades under when it differs from its legal name. Buyers see the DBA; invoices and payments use the legal name.; Also called: Trading name
DeliverableMarketplace & work: Something a service product promises to hand over.
DeliveryMarketplace & work: Where a Service Type's work happens: Offsite, Onsite or Either.
DFFAcronyms (ERP & business) · acronym: Descriptive Flexfield — a configurable extra field in Oracle.
DomainSkills & catalog (RDS): The software family a skill belongs to: Oracle Fusion Cloud, EBS, PeopleSoft, Salesforce, Workday, Cross-Vendor…; Also called: App; Domain / App; Pillar (in code)
Dynamic BrandingCompany & payment: A company's brand color and logo applied to its pages.; Also called: Branding

E

EBSAcronyms (ERP & business) · acronym: Oracle E-Business Suite (on-premise).
EINCompany & payment · acronym: Employer Identification Number — a US company's federal tax ID.; Also called: Tax ID
EmployerProfile: A company a provider worked for, in their work history.; Also called: Job
Enable My CatalogMarketplace & work: The last page of Create What You Sell: one button that publishes your rates and packages and makes your profile live, so buyers can find and hire you.; Also called: Go Live; Publish Profile (older names)
EPMAcronyms (ERP & business) · acronym: Enterprise Performance Management — planning, budgeting, consolidation.
ERPAcronyms (ERP & business) · acronym: Enterprise Resource Planning — business software for finance, procurement, HR, supply chain (e.g., Oracle, SAP, Workday).
ERP & OracleSkills & catalog (RDS): Oracle and ERP consulting, app extensions, reports and dashboards.
ERP RelatedSkills & catalog (RDS): The first Business Type on Panameer: ERP consulting, support and the service products around it (reports, dashboards, integrations, AI agents).
EstimateMarketplace & work: A provider's quote for one customer — their scope, their price. Private to the two of them. The customer accepts it (it becomes a work order), asks for changes, or declines.; Also called: Estimate
Estimate RequestMarketplace & work: A buyer asking a provider for an estimate — what they need, when, an optional budget and files. The provider builds the estimate or declines with a reason. Private to the two of them.; Also called: Request an Estimate
ExpensesMarketplace & work: How travel and other costs are charged on a rate: Billed at cost, Included in rate, or None. Onsite Hourly defaults to Billed at cost. Buyers see it with the rate ("$150/hr onsite + expenses at cost").

F

FacilitiesSkills & catalog (RDS): HVAC, landscaping, cleaning, pest control, waste and security.
FAWAcronyms (ERP & business) · acronym: Fusion Analytics Warehouse.; Also called: FDI
FBDIAcronyms (ERP & business) · acronym: File-Based Data Import — Oracle Cloud's spreadsheet data loads.
FINAcronyms (ERP & business) · acronym: Financials — GL, Payables, Receivables accounting, Assets, Cash.; Also called: Financials
Finance & AdminSkills & catalog (RDS): Bookkeeping, payroll, virtual assistants and back-office services.
Find WorkMarketplace & work: Where providers browse open work requests.
FollowLearn & Connect: A one-way link to keep up with someone. No approval, and separate from being colleagues or mentoring — you can follow a colleague too.
FollowerLearn & Connect: Someone who follows you. Your follower count shows on your profile.; Also called: Followers
ForumLearn & Connect: Discussion boards with threads and posts.

G

GateLifecycle (the road): A stop you must pass before going further (Complete Profile, Validate Company, Do Work).
GLAcronyms (ERP & business) · acronym: General Ledger.

H

H2RAcronyms (ERP & business) · acronym: Hire to Retire — the employee lifecycle.
HCMAcronyms (ERP & business) · acronym: Human Capital Management — HR, payroll, talent.
HDLAcronyms (ERP & business) · acronym: HCM Data Loader.
HelpSkills & catalog (RDS): The last Shop tile: beginner links (videos, guides, pages) for people who don't know where to start.
HiddenProfile: Not shown to buyers (profile paused or under 80). For catalog items: not offered to members; data kept.; Also called: Paused
HireMarketplace & work: Where buyers hire services: they say what they need done, it becomes a Job, and the suppliers who fit send proposals.; Also called: Hire Talent (older name)
Hire TalentMarketplace & work: Where buyers say who they need, for how long and their budget; that becomes a Work Request and its matches.; Also called: Hire
Hours IncludedMarketplace & work: On a Monthly Retainer, the block of hours the monthly price buys ("$4,000/mo for 20 hrs").

I

IncompleteMarketplace & work: A Work Request still being put together — lines may lack a seller or price, or it hasn't been submitted. The Shop's Work Request (Incomplete) tab is the buyer's open one.; Also called: Cart (older name)
Industries You ServeCompany: The industries a seller company works in, chosen from the Industry list (several allowed). Buyers keep a single Industry; sellers pick Business Type at setup and list Industries You Serve on Company.
Informational ItemMarketplace & work: A catalog entry that links to helpful content (video, PDF, Word, web page) and cannot be bought. Listed under Shop › Help and found by Shop search.; Also called: Help Link (older name)
InstructorPeople & roles: The person who teaches a learning path or course.
Insurance & BondingProfile: A credential showing cover a member or their company holds — liability insurance, a surety bond and the like.; Also called: Insurance; Bonding
InterviewMarketplace & work: An optional conversation before awarding work.
InvitationLearn & Connect: Bringing someone who isn't on Panameer yet onto it, by email (Join Panameer). Never used for a member-to-member ask.
Invitation to JoinPeople & roles: The one Invitation on Panameer: an email asking someone who isn't a member yet to join. Everything between members is a Request.; Also called: Invite a Colleague
Invite to PanameerLearn & Connect: Sending someone who isn't on Panameer yet an invitation to join. They get one email from you with a Join Panameer button.; Also called: Join Panameer, Invite a Colleague (older names)
ITSkills & catalog (RDS): Managed IT, cybersecurity, cloud moves, phones and cabling.

J

JobMarketplace & work: A posting a buyer puts up to find people: what's needed, skills, dates and budget. Providers find it in Jobs › Find Jobs and send proposals; Hire puts the chosen provider on the Job's Work Request.; Also called: Posting; My Jobs; Find Jobs
Join PanameerLearn & Connect: The page for inviting someone who isn't on Panameer yet. They get one email from you with a link to take a look.; Also called: Invite a Colleague (older name)

K

KeywordSkills & catalog (RDS): A term from a profile or résumé that isn't in the catalog. Kept exactly as written; can be promoted to a skill.

L

Lead GenerationSkills & catalog (RDS): Leads for trades and local businesses, by the package or per lead.
Lead TimeMarketplace & work: How soon the work can start, in days.
LeadersLearn & Connect: The leaderboard in Connect: members ranked by the colleagues they invited and who joined, this month and all time.; Also called: Leaderboard; Grow Your Community
LearnLearn & Connect: Panameer's training area: learning paths, courses, tests.
Learning PathLearn & Connect: A set of courses on one subject, taught by a practitioner, ending in a Certification Test. Learn's paths are free.
Legal NameCompany & payment: The company's registered name. Payouts go only to a bank account in this name.
LessonLearn & Connect: One video inside a course. Mark it complete to move to the next one; a lesson can have its own questions.
LicenseProfile: A credential issued by a licensing authority that lets someone do regulated work (e.g., a state contractor or HVAC license).
LinkedLifecycle (the road): Member belongs to a company.
LiveMarketplace & work: A seller who is Visible to buyers: title, photo, phone, an address, at least one skill or kind of work and a live rate or Service Product, active and not switched off.; Also called: Not Live Yet
LPLearn & Connect · acronym: Learning Path.

M

Make an OfferMarketplace & work: On a Service Product that's Open to Offers, a buyer offers their own price (with an optional note). The provider accepts, counters once, or declines; an accepted offer goes on the cart at the agreed price.
MarketingSkills & catalog (RDS): Local SEO, Google and Meta ads, social media, video editing, short clips and copywriting.
MemberPeople & roles: Anyone with a Panameer account.; Also called: User
MembershipProfile: A credential showing membership of a professional body or association.
MentorPeople & roles: A member who has turned on 'Open for mentoring' so others can ask them for help. Free in R1; paid mentoring is R2.
Mentoring & AdvisorySkills & catalog (RDS): Mentoring, consulting, coaching, training and fractional roles (CFO, CMO, CTO, project managers).
Mentoring RequestLearn & Connect: Asking a member who is open for mentoring to mentor you (Mentor Me). They accept or decline.
MilestoneMarketplace & work: A checkpoint in a service product or work order, often tied to payment.
MSAMarketplace & work: Master Services Agreement — the agreement between a buyer and a supplier across all their pieces of work. On Panameer the Terms of Service serve as one global MSA (MS-PANAM-26-…); a new Terms version is a new MSA.; Also called: Master Services Agreement
My CatalogMarketplace & work: A seller's one My-menu entry for what they sell: Home · Services (your rates) · Service Products · Estimates. Replaces My Services, My Service Products and My Estimates for sellers.

N

Not Live YetMarketplace & work: A registered seller who hasn't enabled their catalog. They can learn, connect and browse jobs; buyers can't find them yet. Shown next to their name in the menu.; Also called: Live

O

O2CAcronyms (ERP & business) · acronym: Order to Cash — order management, billing, receivables.
OBNAcronyms (ERP & business) · acronym: Oracle Business Network — Oracle's B2B network for exchanging documents with suppliers.; Also called: B2B Messaging
OCIAcronyms (ERP & business) · acronym: Oracle Cloud Infrastructure.
OFCAcronyms (ERP & business) · acronym: Oracle Fusion Cloud.; Also called: Oracle Cloud
OffsiteMarketplace & work: Work done away from the buyer's site. Used for a work request's location (Onsite / Offsite / Hybrid), a Service Type's Delivery, and the Offsite Hourly rate. Searching "remote" still finds it.
Offsite RateProfile: Hourly rate when working remotely.; Also called: Remote rate
OICAcronyms (ERP & business) · acronym: Oracle Integration Cloud.
OnsiteMarketplace & work: Work done at the buyer's site. Used for a work request's location (Onsite / Offsite / Hybrid), a Service Type's Delivery, and the Onsite Hourly rate.
Onsite RateProfile: Hourly rate when working at the client's location.
Open for MentoringLearn & Connect: A setting that lists a member as a free mentor.
Open to OffersMarketplace & work: The seller's switch "Open to offers on price and delivery" (off by default; replaces "I accept orders manually"). On: buyers can propose a different price and/or delivery date on Service Products and Services (rates); each product or service can override it. Orders at the list price and date always open at once.; Also called: Open to offers on price and delivery
Operations-Specific RoleSkills & catalog (RDS): Run-the-business roles (e.g., AP Manager, Customer Service).
Order PlacedMarketplace & work: The buyer placed the order from the cart, and a work order exists at the listed price. It opens at once, or waits for the provider's acceptance when they accept orders manually.
OrdersMarketplace & work: A member's work orders and purchases.
OTBIAcronyms (ERP & business) · acronym: Oracle Transactional Business Intelligence — real-time reporting in Oracle Cloud.
OverviewProfile: The provider's short bio (100–600 characters).; Also called: Bio; Summary

P

P2PAcronyms (ERP & business) · acronym: Procure to Pay — the end-to-end process from requisition to supplier payment (spans PRC and FIN).; Also called: Procure-to-Pay
PaidLifecycle (the road): The seller company has been paid.
Panameer AdminPeople & roles: Panameer staff who manage the platform (catalog, users, validations).; Also called: Admin
Panameer FeeCompany & payment: Panameer's service fee, up to 14.99%, taken from the seller's rate.
Path GroupLearn & Connect: The group for everyone taking a learning path. Questions asked on a lesson show here too.
PayeeCompany & payment: The company that receives payment for a work order. Always the seller company.
Payment EventCompany & payment: The event that raises a payment request: a timesheet, a payment request, an invoice, or for products a download, installation or the customer's acceptance.; Also called: Payment Trigger (older name)
Payment RequestMarketplace & work: The seller asks to be paid (timesheet, milestone, etc.).; Also called: Settlement request (in code)
Payment TermsCompany & payment: How long the customer has to pay once a payment request is submitted — Immediate, Net 15, Net 30, Net 45 or Net 60. Terms start on submission, not approval.; Also called: Net terms
PayoutMarketplace & work: Money Panameer sends to the seller company.; Also called: Withdrawal
Payout AccountCompany & payment: The bank account Panameer pays; must be in the company's legal name. Part of Validate Company.; Also called: Bank account
Payout RequirementsCompany & payment: What a provider's company needs before Panameer pays it out, by country (Admin › Payout Requirements). R1: US = Tax ID + W-9 + payout account; everyone else = payout account. Asked only when money leaves Panameer — never to order, sign or request payment.; Also called: Payout details
PIMAcronyms (ERP & business) · acronym: Product Information Management.
PLMAcronyms (ERP & business) · acronym: Product Lifecycle Management.
POAcronyms (ERP & business) · acronym: Purchase Order.
PPMAcronyms (ERP & business) · acronym: Project Portfolio Management — project costing, billing, control.; Also called: Projects
PRCAcronyms (ERP & business) · acronym: Procurement — the area covering purchasing, sourcing, suppliers, catalogs, receipts.; Also called: Procurement
Pricing ModelMarketplace & work: How a type is priced: Time (a rate per hour, day…), Fixed, Recurring (per month or year) or Quote.
PrintingSkills & catalog (RDS): Business cards, banners, signs, labels and promotional items.
ProfileProfile: A provider's public page: title, overview, skills, rates, work history.
ProfiledLifecycle (the road): Profile complete enough to be found (required items = 80 score points).
ProjectProfile: A piece of work, under an employer or on its own.; Also called: Engagement
Project ClientProfile: The client a project was done for (not the employer).
Project-Specific RoleSkills & catalog (RDS): Project roles (e.g., Project Manager, Tester, Trainer).
ProposalMarketplace & work: A seller's response to a work request: price, terms, approach.
Proposal RequestMarketplace & work: A buyer asking a provider to propose on a work request. Shown to the provider under Work › Proposal Requests.; Also called: Invitation to Propose (older name)
Provider NumberMarketplace & work: What a buyer sees instead of a provider's name (e.g. Provider P-1038) until a Work Order exists between them. Given in join order, never reused.
Provider RoadLifecycle (the road): The nine stops from sign-up to getting paid: Register, Verify, Complete Profile, Add Company, Sell Products/Services, Validate Company, Do Work, Request Payment, Get Paid.; Also called: How Panameer works
PSAcronyms (ERP & business) · acronym: PeopleSoft.
Publish ProfileProfile: The last sign-up step; makes the profile live.

R

R2RAcronyms (ERP & business) · acronym: Record to Report — accounting close and financial reporting.
Rate OverrideSkills & catalog (RDS): A provider's own rate for one of their company's Services. Buyers see the override when it's set, otherwise the company rate. Offered (Override My Rate) only when the company has more than one provider.; Also called: Override My Rate
Rate TypeSkills & catalog (RDS): A kind of rate a provider can offer for a Business Type: Onsite Hourly, Offsite Hourly (both on by default, filled from registration), Monthly Retainer and Mentoring. Set in My Catalog › Services.; Also called: Service (in My Catalog)
Recommendation RequestLearn & Connect: Asking a connection to write a few lines about working with you (Recommend Me). It shows on your profile once they write it.
RecommendationsLearn & Connect: Short write-ups from people you've worked with, vouching for you. You ask for one in Connect; it shows on your profile once they write it.; Also called: Recommendation; Testimonial
RegisteredLifecycle (the road): Account created.
Remit ToCompany & payment: The company address payments to the seller are sent to. A seller company needs at least one; ticked on the address in Company › Addresses.; Also called: Remit-to address
RequestLearn & Connect: Asking another member for something: Connect with Me, Mentor Me or Recommend Me. All of them live in Connections › Requests.
Résumé ParserProfile: Reads an uploaded résumé and fills in the profile.
Return CartMarketplace & work: In a punchout session, sending the Work Request back to the buyer's ERP for approval. The ERP's purchase order comes back to create the Work Orders.; Also called: Return to ERP
RFPAcronyms (ERP & business) · acronym: Request for Proposal.
RFQAcronyms (ERP & business) · acronym: Request for Quotation.
RoleSkills & catalog (RDS): The kind of work: Application-Specific, Technology-Specific, Project-Specific, Operations-Specific, AI-Specialist.; Also called: Field

S

SaaSAcronyms (ERP & business) · acronym: Software as a Service.
SCMAcronyms (ERP & business) · acronym: Supply Chain Management — inventory, manufacturing, logistics.; Also called: Supply Chain
SectionLearn: A group of lessons inside a course.
Sell or WorkMarketplace & work: Provider road stop 5: win work three ways — a service product bought (5.A), your rate accepted (5.B) or an estimate accepted (5.C). Each ends in a signed work order.
SellerPeople & roles: A company that sells services or service products on a work order. Selling is per work order, not an account type.; Also called: Provider company
ServiceMarketplace & work: Work a provider sells by the hour, day, week or month, priced as rate × quantity. Each service has a type, a rate, and billing terms (cycle, payment terms, payment event).
Service CatalogSkills & catalog (RDS): One per Business Type: its stock Service Types and Service Product Types, with no prices. Panameer keeps it; providers can suggest additions. A provider's own priced items are their Catalog.
Service CategorySkills & catalog (RDS): Level 3 of the Service Taxonomy. ERP Related: Rates (services); Build · Run (service products).
Service DescriptionMarketplace & work: The posting a buyer creates in Hire, in one standard: What · Where · Type · Who · When · Rate. Stored as a Job; can be filled from an uploaded posting.; Also called: Job (stored as)
Service ProductMarketplace & work: A packaged offer with one price, sold to any buyer: a Deliverable (fixed price), an AI Agent (recurring) or a Blanket (not-to-exceed). Paid in full or by a payment schedule.
Service Product TypeSkills & catalog (RDS): A leaf of the Category Hierarchy that is a product with a price (Business Cards, Website Design): bought in Shop.
Service TaxonomySkills & catalog (RDS): One structure for every business type: Commodity Group › Business Type › Service Category › Service Type / Service Product Type. Buyers find providers by Business Type × Area × Skills. Kept in Admin › Service Taxonomy.; Also called: Business Type Taxonomy, Skill Catalog (older names)
Service TypeSkills & catalog (RDS): A leaf of the Category Hierarchy that is a rate (Onsite Hourly, Per Visit): what a seller charges for time or a visit, hired under Hire.; Also called: Rate Type
SFAcronyms (ERP & business) · acronym: Salesforce.
ShopMarketplace & work: Where buyers buy products — anything with a price (business cards, a website, managed IT) — from any supplier.
ShortlistMarketplace & work: The providers a buyer stars on a Job's matches — the early list to compare and to ask for proposals.; Also called: Starred
SkillSkills & catalog (RDS): An approved catalog item a provider can claim (e.g., Purchasing, Sourcing).
Software & SaaSSkills & catalog (RDS): A Business Type for software sold as Service Products with Recurring pricing: App Subscription, Add-On Module, AI Agent. Not goods.
Sole-SourcedMarketplace & work: Hiring one provider directly, without a Sourcing Event: Hire → terms → Work Request → Work Order.; Also called: SS; Hire directly
SourceMarketplace & work: Where a Work Request came from: Job Hire, Shop, Estimate, Offer, Externally Sourced or Punchout.
Sourcing EventMarketplace & work: The buyer asks several providers to propose on a Job by a deadline (in hours, default 48). Providers see the buyer's rate range; the buyer compares proposals and awards one. Numbered SE-{code}-YY-########. The other candidates are told only once the Work Order is Released.; Also called: SE; Request for Proposal
SOWMarketplace & work: Statement of Work — one piece of work between a buyer and a provider, under the MSA. On Panameer a SOW is a Work Order.; Also called: Statement of Work
SSPAcronyms (ERP & business) · acronym: Self Service Procurement.; Also called: iProcurement (EBS)
SubmitMarketplace & work: Sends a complete Work Request on: it is approved (automatically in R1) and becomes one Work Order per seller.; Also called: Place Order (older name)
Suggested from Your RésuméSkills & catalog (RDS): Draft catalog items Panameer proposes from a provider's résumé on Build Your Catalog — Services from the Business Type's stock types (a rate only when the résumé states one) and Service Products only for named deliverables. Keep or Remove each; nothing is published until the provider publishes. Profile fields filled from the résumé are marked "from your résumé" until confirmed.

T

Tax IDCompany & payment: The company's tax identification number (in the US, its EIN). Asked only when money leaves Panameer — before the first payout, where the company's country needs it. Only the company's admins and Panameer see it.; Also called: TIN; EIN
TeamPeople & roles: A company's members, managed under Company › Team.; Also called: Team Members
Team MemberPeople & roles: A person who belongs to a company's Team.
Technology-Specific RoleSkills & catalog (RDS): Technical consultant roles (e.g., Developer, Integration Specialist).; Also called: Technical Consultant
TimesheetMarketplace & work: Hours logged against a work order.
TINCompany & payment: Taxpayer Identification Number — see Tax ID.; Also called: Tax ID; EIN
TitleProfile: One line under a provider's name describing what they do.; Also called: Headline
Transaction NumberMarketplace & work: Every transaction's number: prefix + buyer company code + 2-digit year + 8 digits, e.g. WR-STRAT-26-00000001. Prefixes: JB Job, WR Work Request, WO Work Order, ST Settlement, PY Payment, CO Change Order, ES Estimate, MS Agreement (MSA), SE Sourcing Event. One sequence per prefix per buyer company, never reset.; Also called: Company Code
TransportationSkills & catalog (RDS): Freight, courier, warehousing, moving and fleet service.

V

ValidatedLifecycle (the road): Company legal name, tax ID, tax form and payout account accepted by Panameer.
VBCSAcronyms (ERP & business) · acronym: Visual Builder Cloud Service — Oracle's low-code extension tool.
VerifiedLifecycle (the road): Email confirmed.
VisibleProfile: Buyers can find the profile in search.

W

W-8BEN-ECompany & payment: IRS form a company outside the US provides. Panameer stores it as provided (not verified).
W-9Company & payment: US IRS form a US company provides with its tax ID.
WDAcronyms (ERP & business) · acronym: Workday.
WebsitesSkills & catalog (RDS): Website design and redesigns, landing pages and care plans.
What We BuyCompany & payment: A buyer company's setting of which commodity groups and business types it buys. Shop shows only those; groups not open yet stay off.
WOAcronyms (ERP & business) · acronym: Work Order.
Work HistoryProfile: Jobs (employers) and projects on a profile.
Work OrderMarketplace & work: The approved Work Request for one seller: the SOW / purchase order with what is to be done, for how long and for how much. Every Work Order comes from a Work Request; one Work Order per seller.; Also called: SOW; PO
Work Order AcceptanceMarketplace & work: Both parties accept a Work Order — the buyer first, then the provider — and only then is it Released and can be settled against. Acceptance is the basis of an enforceable contract. Purchase orders from an ERP are acknowledged instead.; Also called: Accept
Work Order SignedMarketplace & work: Where the three ways to win work meet (status Contracted): buyer and provider have both accepted the work order. Providers can sign before tax and banking; payment waits for it.; Also called: Contracted
Work RequestMarketplace & work: The buyer's request to buy (a requisition): a description, its source and lines — each with a seller and a price. Hire on a Job, the Shop, an accepted estimate or offer, or an outside source each make one. Submit turns a complete one into Work Orders, one per seller. Listed in Orders › My Work Requests.; Also called: Requisition; WR

Y

You GetProfile: What the seller receives after the Panameer fee.
Your PathLifecycle (the road): Where a member is on the road, shown on the dashboard and account menu.