Community Localization Australia
Welcome to the community edition wiki page of the Community localization for Australia.
The community edition of the Australian professional localization contains the following listed modules:
| Project Name | Module Name | Functionality | User Manual |
| Australia - Chart of Accounts | Australia: Chart of Accounts | This module provides a general chart of accounts as per Australian Accounting Standards for small to medium companies. | Chart of Accounts Australia |
| Australia - Payment Terms and Methods | Australia: Payment Terms and Methods | This module provides common payment terms and payment methods used in Australia. | Payment Terms & Payment Methods Australia |
| Australia - Regions | Australia: Regions | This module provides a list of all the states and territories in Australia. | Regions Australia |
| Australia - Taxes | Australia: Taxes | This module sets up the standard (GST) tax rates and categories. | Taxes Configuration Australia |
Contents |
Introduction
The objective of this pack is to provide basic Australian features such as:
- Chart of Accounts
- Taxes configuration
- State definitions
- Payment Terms and Methods
This pack was created and is maintained by Enterprise Intelligence Systems Pty Ltd, a certified partner and the official Openbravo localization partner for Australia.
Contributions from any interested parties are welcome and will be incorporated if appropriate.
If you wish to contribute, please get in touch with Ben Sommerville at ben@eintel.com.au
Pack Installation Guide
The steps required to install the community version of the Localization for Australia are described below:
1. Logon to the system with as a System Administrator.
2. Once under the System Admin login, go to General Setup -> Application -> Module Management as shown below, or just type "Module Management" in the Quick Launch.
3. Now search for the community pack of the Australian Localization, by clicking on the "Add modules" tab, entering "Australia", and clicking the search button.
Remember to properly configure the maturity status in the "Settings" tab, field "When searching for new modules, accept versions of the following status or higher", which should either be "QA Approved" or "Confirmed Stable".
4. Once the pack is found, click on "Install Now". This will display a window with the details of the modules included in the pack. Click on Continue.
Next, after accepting all license agreements, the system will display information about the modules that are going to be installed. Press OK.
5. Finally it is required to rebuild the system in order for the changes to take affect. Click on "rebuild now".
The rebuild process will take between 5 and 250 minutes, depending on the capabilities of your server.
When the process is completed a window confirms that the installation is completed successfully. Click on Continue.
Pack Updates
Over time new versions of the pack will be released to incorporate bug fixes, new features or new reference data.
The new versions of the pack will then be released on the Central Repository.
The following steps describe how to apply the update of the Community Localization Pack.
1. Login into the system under System Administrator login.
2. Go to General Setup -> Application -> Module Management.
3. Click on Scan For Updates to check if new versions are available.
Remember to properly configure the maturity status in the "Settings" tab, field "When doing scan for updates, accept versions of the following status or higher", which should either be "QA Approved"
or "Confirmed Stable".
4. System scans for the updates and shows a message with the <No of updates> available.
5. To apply the updates we have to click on "Install Updates Now". Updates of individual modules can also be applied by clicking on "Install Now" in the Description section of the module under Update.
6. When this process is complete, the system indicates that the updates have been applied. We need to recompile the system to apply the changes.
7. Rebuild the system by clicking on "Rebuild Now". This process will take some time.
8. Restart the servlet container. Click on "Continue".
Community Localization Modules
Once the pack is installed all the community modules included are also installed.
This pack includes:
- a csv file for the Generic Chart of Accounts, see next section
- and some data that is included as "reference data":
- Australian Taxes - the taxes configuration for Australia which populate the Openbravo windows "Tax Rate", "Tax Category" and "Business Partner Tax Category".
- Australian Payment Terms - standard payment terms for Australia which populate the Openbravo window "Payment Terms"
- Australian Payment Methods - standard payment methods for Australia which populate the Openbravo window "Payment Methods"
- and the Australian Regions - populates the Openbravo window "Country and Region", "Region" tab under Australia country.
Please note that this is a "System Admin" dataset as it applies to any Client/Organization. Therefore there is no need to apply this dataset as it gets automatically applied.
- Reference data needs to be applied to the "Organizations" required, as describe in next sections.
Chart of Accounts
The Chart of Accounts included in the pack is provided as a starting point for organizations that do not have a chart of accounts, the structuring of the account names and organasation is based on common accounting conventions used in Australia.
Australian Chart of Accounts (CoA) included in the community version of the Australian Localization can be applied:
- while creating new Client/s through the "Initial Client Setup" process which can be run by entering in the system as "System Administrator" role.
This way the Chart of Accounts is available to all the Organizations created within that Client.
Note that it is always possible to not apply the Chart of Accounts to the Client but to each Organization created within that Client. See next point.
- while creating a new Organization ("Legal with Accounting" type for instance) through the "Initial Organization Setup" process which can be run by entering in the system as "Client Admin" role.
This way the Chart of Accounts is available just for the Organization being created, and can be available for the organizations underneath.
The Australian Chart of Accounts module creates:
- an "Account Tree" which can be reviewed in the "Account Tree" window
- and it also creates and a defaulted "General Ledger Configuration".
- "General Accounts" such as "Income Summary" account and the "Default" accounts such as "Customer Receivables", "Tax Due" and "Tax Credit" are also provided and properly configured within the General Ledger configuration window.
If the user wants to add more subaccounts within the account tree he can do so by adding them manually in the "Account Tree" window. Those subaccounts can be move up/down within the account tree as required.
After that the account tree can be exported by using the extension module Account Tree Export. This modules creates a csv file which can later on be imported and applied while creating new Clients/Organizations.
Default Tax Rates for Australia
Default tax rates configuration for Australia is included in this pack in the form of reference data.
The way to apply tax rates configuration to existing Organizations is explained below:
1. Navigate to "Enterprise Module Management" window.
2. If the Chart of Accounts was applied while creating the Client, select (*) Organization if you want that the tax rates configuration is available for all the organizations created within the Client, otherwise select the Organization for which you want the tax rates configuration to be applied.
3. If the Chart of Accounts was applied while creating an Organization, it will only be possible to select the tax rates configuration dataset for that Organization.
If the data is already applied through an earlier version of the pack, the update of the tax rates configuration reference data can also be performed through the Enterprise Module Management window.
Select the reference data by having into account the Organization which should be applied to once more and click OK.
Australian States
The Australian States dataset is applied at the System Admin level since it is common across all the Clients and Organizations for Australia, therefore there is no need to manually applied it.
So once the pack is installed, the states are populated automatically in the "Country and Region" window, under the Country "Australia", "Region" tab.
Australian Payment Terms and Methods
Default configuration of Payment Terms and Methods for Australia is included in this pack in the form of reference data.
The way to apply Payment Terms and Methods to existing Organizations is explained below:
1. Navigate to "Enterprise Module Management" window.
2. If the Chart of Accounts was applied while creating the Client, select (*) Organization if you want the Payment Terms and Methods available for all the organizations created within the Client, otherwise select the Organization for which you want the Payment Terms and Methods to be applied.
3. If the Chart of Accounts was applied while creating an Organization, it will only be possible to select the Payment Terms and Methods dataset for that Organization.
If the data is already applied through an earlier version of the pack, the update of the Payment Terms and Methods reference data can also be performed through the Enterprise Module Management window.
Select the reference data by having into account the Organization which should be applied to once more and click OK.
Update Reference Data
If a new version of reference data such as "Australian Tax Configuration", "Australian States", etc is available we need to update our reference data by applying it to the same Organization it was initially applied.
1. Login as the Admin of the Client for which the reference data needs to be updated.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management.
3. Under Reference Data select Taxes.
4. Once the data is updated, "process successfully completed" message is displayed. All the changes are listed below.
5. Follow the same steps for rest of reference data, if applicable.
Additional Information
Defects, design defects or new feature suggestions need to be reported through the Openbravo Bug Tracking system, "Openbravo Localizations" project, "Localization Australia" category.
Questions, comments or whatever other kind of input can be submitted through the Forum []
For additional information, please contact "ben.sommerville@eintel.com.au"