6/23/2014 User Guide - OpenbravoWiki

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UserGuide
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Contents
1Introduction
2Openbravo3UserInterface
3BusinessFlows
4CommonConcepts&Processes
5OpenbravoApplicationAreas
5.1GeneralSetup
5.2MasterDataManagement
5.3ProcurementManagement
5.4WarehouseManagement
5.5ProductionManagement
5.6MaterialRequirementPlanning
5.7SalesManagement
5.8ProjectandServiceManagement
5.9FinancialManagement
6HowTo
7Appendix
7.1Glossary
7.2ScreensReference
8FinalNote
Introduction
WelcometotheOpenbravo3UserGuide.
ThisuserorienteddocumenthasbeendesignedwiththeaimofguidingyouthroughtheprocessoflearningOpenbravo3.
Openbravo3UserInterface
IfthisisthefirsttimeyoutakealookintoOpenbravo,thisistherightplacetogetvaluableinformationwhichwillhelpyouatthetime
youfirstuseOpenbravo,asthispartgivesanoverviewofthenavigation,gridandformediting,tabs,filteringandinterfacecustomization.
IfOpenbravoisnotnewforyou,youwilldiscovernewuserinterfacecapabilitieswhichwillmakeyourdailyworkactivitiesmuchmore
efficient
Openbravo3UserInterface
BusinessFlows
Thispartlistsandbrieflyexplainsasetofbusinessflows.
Thereareseveralkeybusinessareassuchasplanning,procurement,inventory,salesetc.,whichcanbepresentinanorganization
ornotdependingonthenatureofitsbusiness.
Thosekeybusinessareasarerelatedbetweeneachothers,whichleadsustothedefinitionofthebusinessflows.
Toputusincontext,eachbusinessflowislistedandbrieflyexplainedbelow:
ProcuretoPaymanagesthelifecycleofaprocureprocessfromthemomentthecompanyrequestsorordersgoods,allway
throughwarehousestaffreceivesthegoodsanduntilthesupplierinvoiceispaid.
SupplierReturnsmanagesthereturnofgoodstosupliersfordebitorforreplacement.
6/23/2014 User Guide - OpenbravoWiki
http://wiki.openbravo.com/wiki/User_Guide 2/4
OrdertoCashmanagesthelifecycleofasalesprocess,fromthemomentacustomerrequestsaquotationorordersgoods,all
waythroughwarehousestaffshipsthegoodsanduntilthecustomerpaystheinvoice.
CustomerReturnsmanagesthereturnofgoodsfromcustomersforcreditorforreplacement.
InventoryAccuracyimpliesinventorytrackingandgoodsmovementsbetweenstoragebinsorwarehousesaswellasthe
valuationofinventoryandstockcounting.
MRPManagementmanagesthematerialandproductionrequirementsofacompany,bytrackingseveralinputssuchas
salesforecastandcurrentstockslevels.
ProductionManagementisinchargeofthemanagingthemakingofproductsthateitherconsistofafewcomponents(billof
materials),orarearesultofamorecomplexproductionprocess.
ProjectsandServicesManagementaddressesCompany'sProjectsofanytype.
PayablesandReceivablesManagementaddressescustomercollectionsandsupplierpayments.
BankStatementtoBankReconciliationaddressesthebusinessprocessforenteringandreconcilingbankstatementswith
accountpayableorreceivabletransactionsandcashbalancesinthegeneralledger.
PeriodEndClosetoFinancialReportmanagesdailyaccountingactivitiesaswellasthelifecycleofanaccounting
period.
Italsoallowsthebusinessprocessesfortheproductionofinternalandexternalfinancialandtaxreports.
AssetAcquisitiontoDisposemanagesglobalassetslifecyclefromacquisitiontodisposition,includingdepreciationandother
writedowns.
BudgetAnalysisisallabouttakinganholisticapproachformanagingbudgetstoachieveasingleviewofthecompany.
EachofabovelistedbusinessflowisexplainedindeepwithintheOpenbravoapplicationareawhereitcanbeexecuted.
CommonConcepts&Processes
Openbravo3hasbeendesignedtoallowaneasyandintuitivewayofworking.
Thisapproachimpliesthatmanyconceptsandprocessarecommonones,thereforearepresentallalongOpenbravo.
ThissectionlistsanddescribesOpenbravoconceptsandprocesseswiththeaimofavoidingthatthesameconceptorprocessis
explainedmorethanonce.
CommonConcepts&Processes
OpenbravoApplicationAreas
Openbravoissplitintodifferentapplicationareas.EachareaisrepresentedbyaseparatefolderaccessiblefromtheApplicationmenuin
thetopnavigationscreenarea:
Eachbusinessareaincludesseparatesfolders:
Setupthesetuporconfigurationrequiredforthatbusinessareatowork
Transactionsthetransactionswhichcanbeexecutedwithinthatbusinessarea
AnalysisToolsthereportswhichcanbelaunchedtogetaccurateandrelevantdataaboutthatspecificbusinessarea
andtheadvancedfeatureswhichcanalsobeexecutedonceshownwithinthatbusinessarea.
ThereforethissectionoftheUserGuidedetails:
6/23/2014 User Guide - OpenbravoWiki
http://wiki.openbravo.com/wiki/User_Guide 3/4
howtoconfigure
hottouse
andhowtoanalize
eachOpenbravoapplicationareawithinthecorrespondingbusinessflow.
GeneralSetup
GeneralSetupistheplacewheretoconfigurebasicOpenbravosettingssuchastheenterprisemodel,usersandrolesaswellasother
moreadvancesettingsuchasalerts,preferencesandprocesses.
MasterDataManagement
MaterDataisacentralrepositoryofdatawherekeyinformationsuchasbusinesspartnersandproductscanbecreated,configuredand
thereforesharedaccrossotherOpenbravoapplicationareas.
ProcurementManagement
ProcurementManagementsupportsthemanagementoftheorders,goodsreceiptsandpurchaseinvoicesaswellastheanalysisof
purchaserelateddata.
WarehouseManagement
Warehousesandstoragebinscanbecreatedandmanageinthisapplicationarea,aswellasinventorycountandinventoryvaluation.
ProductionManagement
ProductionManagementmonitorstheproductionprocessesandactivitiesaswellassupporttheanalysisofproductionrelateddata.
MaterialRequirementPlanning
MRPprovidesthetoolstoplanandmonitorpurchaseandproductionplanningbytrackingseveralinputssuchassalesforecastand
currentstocklevels.
SalesManagement
SalesManagementaddressesthelifecycleofasalesprocessandbesidesprovidesthetoolstoanalyzesalesrelatedinformation.
ProjectandServiceManagement
ProjectandServicesManagementaddressesservicesandmultiphaseprojectsandhelpsonanalyzingprojectrelatedreports.
FinancialManagement
The"FinancialManagement"areasupportsdailyaccountingactivitiessuchaspayableandreceivableaccountsmanagement,assets
amortizationaswellastheopeningandclosingoftheaccountingyear.
HowTo
ThereareaseriesofHowTodocumentsaddressingareasofspecialinterest.Manyoftheguidespresenthowtoachieveparticular
businessgoalsinamannersupportedbyOpenbravo.
Appendix
Glossary
InGlossaryyouwillfindabriefandclearexplanationaboutOpenbravomainterms.
ScreensReference
InScreensReferenceyouwillfindasinglerepositoryofinformationaboutallOpenbravoscreens,fieldsandentities.
FinalNote
Finally,itisimportanttoremarkthat:
6/23/2014 User Guide - OpenbravoWiki
http://wiki.openbravo.com/wiki/User_Guide 4/4
ThisdocumentreferstoOpenbravo3ProfessionalEdition.
Usersofothereditions,includingBasicandCommunityEdition,canstillrefertothisdocumentbutwillfindthatsomesectionsare
notapplicabletotheirproduct.
EachOpenbravoapplicationareaincludesadditionalyanAdvancedFeaturessectionthatdescribesfeatureshiddeninthedefault
configurationbecausetheyarenotcommonlyused.
Thesesectionsdescribehowtomakeadvancedfeaturesaccessible,howtosetupyourOpenbravosystemtousethemandhow
youcanusethem.
Thisdocumentisnotorientedtoexplainconceptsorprocessesaccessiblefor"specific"rolesinanorganization,butforarole
whichhasnoaccessrestrictions.
Ifyouarewillingtocontributetothisguide,pleasereviewtheHowtoproperlydocumentafeaturearticle.
UserGuideisthick.Cannotmakeyourwaythroughit?Learnhowtonavigatethesematerialsfromthefollowingblogpost.
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