Compiere 3. An essential and concise guide to understanding and implementing Compiere Andries L Pretorius

Spis treści książki

• Compiere 3
  • Table of Contents
  • Compiere 3
  • Credits
  • About the author
  • About the reviewer
  • Preface
    • What this book covers
    • What you need for this book
    • Who this book is for
    • Conventions
    • Reader feedback
    • Customer support
      • Errata
      • Piracy
      • Questions
  • 1. Evaluating the Compiere System
    • When do you look at Compiere
    • Compieres core ERP functionality
      • Compiere system administration
      • Sales cycle to accounts receivable
      • Purchasing cycle to accounts payable
      • Business partner management
      • Financial Accounting Management
      • Cash management
      • Customer Relationship Management
      • Inventory and material management
      • Light Production
    • Integrated advanced ERP functionality
    • Critical ERP decision factors
      • Budget
      • Up-front functional design and data relationships
      • Static out-of-the-box versus dynamic flexible ERP
      • Internal learning curve and time availability
      • Enterprise readiness
      • Technology
      • Personal career aspirations
      • Brand Loyalty
    • Do you evaluate Compiere differently because it is open source?
      • It must meet your functional needs
      • It must offer the Assurance Support Levels to suit your needs
        • Community-supported edition
        • Paid-for enterprise editions
      • It must provide an open source advantage
    • Compiere editions
    • Getting more information
      • Getting Compiere
    • Summary
  • 2. The Initial Compiere Setup
    • Compiere Terminology
    • Compiere setup overview
      • Starting and stopping the Application Server
      • Launching Compiere and logging in
        • Desktop launch
        • Web launch
    • The Compiere menu and windows
      • The Compiere menu
      • Compiere transaction window
    • Initial set-up process
      • Defining the account elements (Chart of Accounts) import
      • Setting up a tenant
      • Defining the calendar, year, and periods
      • Setting up your organizations
      • Setting up your warehouses and locators
      • Set up and verify your account element tree
      • Setting up and verify your accounting schema rules
        • Accounting Schema overview
          • Account schema elements (Information Dimensions) tab
          • General Ledger tab
          • Defaults tab
        • Account Combinations and aliases
    • Understanding Unit of Measures (UOM) and conversions
    • Document sequences
    • Creating a user
    • Set up roles
      • Creating a role
    • Summary
  • 3. Customers and the Sales Process
    • The Sales Overview
    • Defining your business partners
      • Proxy business partners
      • Linked organization business partners
      • Credit management
      • Entering leads and converting to business partners
    • Sales order to invoice processing
      • Sales order delivery rules
      • Sales order invoicing rules
        • Manually generating invoices from orders
        • Batch generation of invoices
      • Document status and actions
        • Reporting on open orders
        • Finding sales order documents
        • Zoom on field names
      • Order info view
    • Order and invoicing reports
      • User list reporting with or without querying
      • Return Material Authorization (RMA)
        • RMA category
        • Return policies
        • Customer RMA (Return Material Authorizations)
        • Return credit memo
        • Distribution runs
      • Sales processing accounting consequences
        • Default accounts
        • Receivables accounts
        • Revenue accounting
        • Cost of sales accounting
        • Tax accounting
        • Summary of the accounts posting
          • Sales regions
          • Commissions
    • Summary
  • 4. Product and Material Management
    • The product definition
      • Describing a product
      • Setting up a Product
      • Price Lists
        • Pricing logic flow
          • Setting Up a Price List and version
        • Illustrating a price list increase
          • Discount Breaks
        • Pricing Decimal Precisions
      • Managing Products as Services
    • Material Management
      • Warehouse Overview
      • Adjusting Product Quantities
        • Physical Inventory Entry
        • Internal Use Inventory
      • Moving Inventory
        • Material Shipments to Customers
        • Material Receipts from Vendors
        • Internal Inventory Move
        • Product Replenishment
      • Product Costing and Accounting
      • Typical Accounting of product warehouse transactions
      • Basic Product Reports Available
      • Product Info Window
    • Summary
  • 5. Procurement Management
    • The Procurement flow
      • Requisition documents
      • The Purchase Order
      • Capturing the Purchase Order
      • Material Receipt
        • Capturing the Material Receipt
      • Accounts Payable (AP) invoice
      • Capturing the AP invoice
        • Invoices for expense items (charges)
    • Matching the Purchase Order, Receipt, and Invoice
      • Manually matching lines
    • Vendor payments
      • Batch processing
      • Manual selection of invoices for payment
    • Returns to vendors
    • Compiere accounting for Procurement
    • Procurement reports
    • Summary
  • 6. Compiere Financial Management
    • Accounting terminology in Compiere
    • Understanding the accounting entry
    • Accounting setup flow
      • Calendar year and period
      • Account elements
      • Accounting schema and information dimensions
      • General Ledger (GL) document types
        • Rules in processing accounting documents
    • Accounting info view
    • Open item management
      • Payment selectionPaying vendors
      • Accounts Receivable and Payable Ledger Reconciliation
    • Cash management and banking reconciliation
      • The Bank in transit account reconciliation
      • Posting General Ledger journals (GL journals)
    • Unposted documents
    • Financial reporting
      • Financial reporting hierarchy
      • Running the financial report
      • Other available financial reports
    • Summary
  • 7. Advanced Aspects
    • The Compiere Application Dictionary (AD)
      • Table and columns
      • System elements
      • Validation rules
      • Reference
      • Windows, Tabs, and Fields
      • Forms
      • Info windows
      • Report Views
      • Reports and processes
    • Setting up a Compiere menu item
    • Adding a new field to a window and database
      • • • • Final step in column creationCreate / Synchronize with the database
      • Adding our custom field to the Order window
    • Setting up a basic approval workflow
      • Illustrative workflow example
      • Defining a custom node in a workflow
      • Testing the workflow
    • Summary
  • 8. Project Planning for Go-Live and Beyond
    • Managing people (and the project) for success
      • Finish with the people you start with
      • The people you start with are not necessary the people you end-up with
      • Project communication and follow up
      • Project documentation control
    • Technical and infrastructure go-live
      • Hardware and environment for development and testing
      • Hardware and environment for production
        • Hosted versus on-premise installation
        • Stress testing and performance tuning
        • Network and security environment
        • Backup-strategy
    • The go-live milestone
      • • The technical go-Live
        • The functional go-live
      • A Compiere standard implementation project plan
        • The Compiere pre-implementation project plan
        • The implementation project plan
        • The go-live milestone project plan
    • Post implementation
      • Finishing off the project and closure
      • Change management of production environments
      • Supplier Service Level Agreement (SLA) management
    • Keeping up-to-date: Compiere migration
      • What is migration?
      • How does migration work?
      • Application Dictionary (AD) changes
        • Keeping AD changes after the migrate
      • Planning for the migration
    • Summary
  • Index

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