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

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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

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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

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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

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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

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n. Set the price list

o. Assign the prices

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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:

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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”

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