how to create and manage all after installation of openbravo 3
Post on 29-Nov-2014
518 Views
Preview:
DESCRIPTION
TRANSCRIPT
How to create and manage all after installation of openbravo 3.0:
Please visit: http://erp.5gict.com/erp or http://d emo2.openbravo.com/openbravo
Study this one: http://wiki.openbravo.com/wiki/Acceptance_Testing
1. Client Creationa. Login as Openbravo/openbravo Role System Administratorb. Create a Client with COA file (here will create one user like Admin/password)
Stepso Login as Openbravo/openbravoo Click on icon "user info" and select the role "System Administrator"o Go General Setup -> Client-> Initial client setupo Fill the data and chart of accounts according o Check Include accountingo Select the Australian COA file [provided]o Select currency [ngd]o Check all reference datao Check all Accounting Dimensions
o Click OK
c. Logout2. Create an Organization and manage others
a. Login as Admin/Password Role Company Admin
1
b. Initial Organization Setupi. Organization Type (Generic)
Stepso Login with Admino Go to General setup->Enterprise-> Initial Organization Setupo Fill Organization "Main Org"o Fill Org. User "OrgUser"o Password, Confirm Passwordo Organization type=generico Location
c. Organizationi. Change the organization type as Legal with Accounting
ii. Add the period controliii. Add the period name as company period
Stepso Login with Admino Go to General setup->Enterprise-> Initial Organization Setupo Fill Organization "Main Org"o Fill Org. User "OrgUser"o Password, Confirm Passwordo Organization type=generico Location
d. Add the payment method
Stepso Login with Admino Go to Financial Management->Receivable and Payable-> Setup->
Payment Methodo Add New method
Name: Check or Cash
2
e. Add the payment term
Stepso Login with Admino Go to Master Data Management->Business Partner Setup-> Payment
Termso Add New method
Name: 30 Days/ Immediate
f. Add the financial accounts
3
Stepso Login with Admino Go to Financial Management->Receivable and Payable-> Transactions-
> Financial Accounto Add New Account
Name: Bank-0001 also pur others as you can recognizeo Add new payment method at bellow tab
Select Check or Cash
g. Add the periods
Stepso Login with Admino Go to Financial Management->accounting-> setup-> Fiscal Calendaro Add New Periods under the year[after selected year]
Click on Create Period on the header Select the language ie ENGLISH(USA) Click OK
h. Add the open/close period
Stepso Login with Admino Go to Financial Management->accounting-> transactions-> open/close
period Controlo Add New Periods control
Select year [2011] Select period [dec-11] Period action [Open Period] Do not select any document category Check the cascase Save the record Click Open/Close Period at Header
i. Setup the business partner categories
Stepso Login with Admin
Go to Master data management->Business partner Setup->Business partner Category
Click New and fill value=CUS; Name=Customer and save Create Business partner categories for VEN (Vendor), CRT
(Creditor), EM (Employee) and SM (Salesman) as well Click OK
j. Import the business partners
Stepsa. Login as Admin
4
b. Go to Master Data Management->Import Data->Import Loader Format
c. Click New and fill:d. Name "Business Partner"e. Table "I_bpartner"f. Format "Comma Separated"g. Move to Field Format and create new records:h. Go to Master Data Management->Import Data->Import
Business Partneri. Entry in edition mode and click on button Import Business
Partner and then Import Datak. Setup the product categories
Steps:a. Login as Adminb. Go to Master data management->Product Setup->Product
Categoryc. Click New and fill value=RM; Name=Raw materials and saved. Create Product categories for BOM (Bill of Materials) and FG
(Finished Goods)l. Import the products
Stepsa. Login as Adminb. Go to Master Data Management->Import Data->Import Loader
Formatc. Click New and fill:d. Name "Product"e. Table "I_Product"f. Format "Comma Separated"g. Move to Field Format and create new records:h. Go to Master Data Management->Import Data->Import
Productsi. Entry in edition mode and click on button Import Product and
then OKm. Setup the price scheme
5
n. Set the price list
o. Assign the prices
6
p. Set the attributes Steps
a. Login as Adminb. Go to Master Data Management->Product Setup->Attributesc. Click New and filld. Name "Model No. or Alt. No."
q. Add the attribute values Steps
a. Login as Adminb. Go to Master Data Management->Product Setup->Attributesc. Click New and filld. Name "Model No. or Alt. No."e. Check the “List” at attributef. GO to the bellow grid add the value as different model no and
the alt no. under alt. no. attribute
r. Set the attributes set Steps
a. Login as Adminb. Go to Master Data Management->Product Setup->Attribute Setc. Click New and filld. Name "Model No. and Alt. No."e. Go to the bellow grid add the attribute as “Model no” and add
another as “Alt no.”s. Add attribute Set at Products
Steps:
7
a. Login as Adminb. Go to Master Data Management->Productc. Click New and filld. Name "Car Tyre- M0001” - Any products as unique with price
and part no.e. Select the attribute set as ”Model No. and Alt. No.”f. At the bellow Price area you can add the “Purchase Price”,
“Sales Price”
8
top related