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Client

This article is protected against manual editing because it is automatically generated from Openbravo meta-data. Learn more about writing and translating such documents.
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Contents

Introduction

A client is an independent entity composed of at least an organization. A client can include and manage master data such as users, customers and vendors. That master data is then shared among all the organizations which belong to that client.

Openbravo allows to create more than one Client and more than one Organization within each Client to model your enterprise according to your needs.

Normally, it is enough creating just one Client which host multiple organizations that can be used to model your enterprise, the main reasons for that are:

Clients are created by running the Initial Client setup process available for the "System Administrator" role.

Organizations are created by running the Initial Organization setup process available for the "Client Administrator" role.

Client

Client window allows to view and maintain the clients created by running the Initial Client Setup process.

Client.png

Field "Days To Password expiration" allow the user to set a day limit during which a password may be valid for users. The limit will be reset every time a user changes his password.

The value of the field determine day limit during which, a password must be valid for users:

Setting the value will apply the configuration to all Users on that Client.

Bulbgraph.png   The field "Days To Password expiration" and the related behaviour is available from 16Q2 version.

A relevant fields to note is the "Central Maintenance" check-box under the section "Accounting Dimensions".

This checkbox if selected allows to configure that the Client centrally maintains key accounting dimensions such as "Organization", "Business Partner" or "Cost Center", therefore the configuration set in here is shared by all the organizations of the client.

New Clients created by running the Initial Client Setup process are created as "Centrally Maintained" by default with the mandatory accounting dimensions (Organization, Business Partner, Product) selected.
The organizations of the Client which require to have additional dimensions do not listed in here, for instance "Campaign" or "Sales Region" will have to configure them in the Dimension tab of the organization's general ledger configuration.

Existing clients are not set as "Central Maintained" by default because the accounting dimensions which were set are the ones which were configured in the Dimension tab of the corresponding organization's general ledger configuration.
It is now possible to change existing Clients as "Centrally Maintained", this action overrides what is configured for the organization in relation to the accounting dimensions that can be centrally maintain in the Client, those dimensions are:

Mandatory dimensions can be filled in or not depending on the document category being created. For instance "Organization" needs to be always specified in document's header regardless the document being created, however "Business Partner" and "Product" are mandatory dimensions that need to be filled in a purchase invoice but can be filled in a G/L Journal if needed.
Non mandatory dimensions can be filled in or not depending on what's needed and regardless the document being category being created.

Above dimensions are then shown either in the header or/and in the lines of the documents to be post to the ledger within a section named "Dimensions".

Besides, there is a financial report named Accounting Transaction Details which shows every ledger entry of an organization's general ledger detailing every dimension value entered.


Finally:
It is important to remark that the settings displayed in the client window in both the "Accounting Dimensions" section and in the Dimensions tab is the defaulted configuration provided by Openbravo.
This defaulted configuration is populated from the Dimension Mapping window.

It is always possible to customize the defaulted configuration, for instance:

Information

Information tab allows to add, edit and maintain client generic information such as default units of measure and images.

Client Informationtab.png

Additional information allowed to be specified:

Email Configuration

Documents such as orders or invoices can be sent out by e-mail. Email configuration tab allows to configure the email server, account and password, variables which require to be properly setup prior sending documents by email.

EmailConfiguration tab2.png

"Email Configuration" tab gathers the email configuration required for sending out documents such as orders or invoices.
It is important to know the smtp server configuration which it is going to be used in order to properly fill the information below:


In the provided screenshot, you can see a valid configuration for a gmail account:

Dimensions

Dimensions tab allows to configure whether a given accounting dimension is going to be available in the header and/or in the lines of a given document category or not.

This tab can be used to configure accounting dimensions availability at document level only if the client is set as "Centrally Maintained". This setting is specific to the document and accounting dimension and it overwrites the configuration in the header.

For example, if a client needs to display project dimension in the header and lines in all documents less in amortization document, client window should have the following configuration:

Egdimensionstab.png

The configuration in dimensions tab is populated by the configuration that exists in Dimension Mapping window.



Full list of Client window fields and their descriptions is available in the Client Screen Reference.

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