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ERP 2.50:User Manual/General Setup

Contents

Application

IconProcess.png Module Management

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Install, update and uninstall extension modules.

IconAutoForm.png Currency

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Define currencies and conversion rates to be used in the application.

Keep in Mind:

Tab23.png Conversion Rates

Create conversion rates for a selected currency.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Conversion Rate:The amount or quantity at which one unit of measure is changed to another.
Conversion Rate Type:A distinct conversion rate characteristic used for processes.
Currency:An accepted medium of monetary exchange that may vary across countries.
Currency To:Target currency
Divide Rate by:The rate by which the base unit will be divided by to create the converted unit.
Multiple Rate by:The rate by which the base unit will be mutiplied by to create the converted unit.
Organization:Organizational entity within client
Valid from Date:A parameter stating the starting time of a specified request.
Valid until Date:A parameter stating the ending time of a specified request.

Tab23.png Currency

Define currencies to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Costing Precision:Rounding used costing calculations
Currency symbol at the right:Indicates if the currency symbol is at the right side of the amount.
Description:A space to write additional related information.
ISO Code:A coding standard for currencies.
Organization:Organizational entity within client
Price Precision:Price precision
Standard Precision:Rule for rounding calculated amounts
Symbol:An abbreviated description used to define a unit of measure or currency.


IconAutoForm.png Language

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Define multiple languages to be used in the application.

Keep in Mind:

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Base Language:The system information is maintained in this language
Client:Client for this installation.
ISO Country Code:The geographic country code for a country based on the ISO standard.
ISO Language Code:Lower-case two-letter ISO-3166 code - http://www.ics.uci.edu/pub/ietf/http/related/iso639.txt
Language:A method of communication being used.
Language ID:
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Pixelsize:
System Language:The screens, etc. are maintained in this Language
Translated By:Translated by
Is RTL:Identifies the language as written from right to left.
Verify Languages:Verify existence of language translation in system (required after creating a new language)

IconProcess.png Import/Export Translations

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Import or export localizations.

IconAutoForm.png Application Translation Check

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Create and edit translations for a selected application language.

Tab23.png Element Translation

Add and edit translations of a selected element.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Application Element:An element that consolidates help, descriptions and terms for a database column and allows for a central maintenance.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Print Name on Purchase Order:A option to print the name given in the purchase order document.
Print Text:The displayed text of an element.
Purchase Order Description:A space to write additional related information for a purchase order.
Purchase Order Help:A comment that adds additional information to help users work with fields within a purchase order.
Purchase Order Name:A identifier for a document which can be used as a search tool for a purchase order.
Translation:An indication that an item is translated.

Tab23.png Field Category Translation

Add and edit translations of a selected field category.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Field Category:A classification of similar fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Translation:An indication that an item is translated.

Tab23.png Field Translation

Add and edit translations of a selected field.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Field:Any element which can be viewed, edited, or added to a window.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Translation:An indication that an item is translated.

Tab23.png Form Translation

Add and edit translations of a selected form.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Special Form:The name of the form being edited.
Translation:An indication that an item is translated.

Tab23.png Menu Translation

Add and edit translations of a selected menu element.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Language:A method of communication being used.
Menu:Identifies a Menu
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Translation:An indication that an item is translated.

Tab23.png Message Translation

Add and edit translations of a specified message.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Hint:A help or advice provided regarding the application initiated message.
Language:A method of communication being used.
Message:The name of the application initiated message.
Message Text:The text/content of the spplication initiated message.
Organization:Organizational entity within client
Translation:An indication that an item is translated.

Tab23.png Process Translation

Add and edit translations of a specified process.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Process:A series of actions carried out in sequential order.
Translation:An indication that an item is translated.

Tab23.png Reference List Translation

Add and edit translations of a specified reference list.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Reference List:Reference List based on Table
Translation:An indication that an item is translated.

Tab23.png Language

Edit an application language translation by selecting it.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Base Language:The system information is maintained in this language
Client:Client for this installation.
ISO Country Code:The geographic country code for a country based on the ISO standard.
ISO Language Code:Lower-case two-letter ISO-3166 code - http://www.ics.uci.edu/pub/ietf/http/related/iso639.txt
Language:A method of communication being used.
Language ID:
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
System Language:The screens, etc. are maintained in this Language
Verify Languages:Verify existence of language translation in system (required after creating a new language)

Tab23.png Tab Translation

Add and edit translations of a selected tab.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Confirmation Message:A warning or information displayed when saving the record.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Tab:An indication that a tab is displayed within a window.
Translation:An indication that an item is translated.

Tab23.png Task Translation

Add and edit translations of a selected task.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
OS Task:The name of an operating task.
Translation:An indication that an item is translated.

Tab23.png Window Translation

Add and edit translations of a selected window.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Translation:An indication that an item is translated.
Window:A work area which can be used to create, view, edit, and process a record.

Tab23.png Workflow Node Translation

Add and edit translations of a selected workflow node.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Node:The connecting points in a workflow.
Organization:Organizational entity within client
Translation:An indication that an item is translated.

Tab23.png Workflow Translation

Add and edit translations of a selected workflow.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Help/Comment:A comment that adds additional information to help users work with fields.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Translation:An indication that an item is translated.
Workflow:A set of procedures used to show the path to complete a specified task.


IconAutoForm.png Conversion Rates

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Define conversion rates to be used for currencies defined in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Conversion Rate:The amount or quantity at which one unit of measure is changed to another.
Conversion Rate Type:A distinct conversion rate characteristic used for processes.
Currency:An accepted medium of monetary exchange that may vary across countries.
Currency To:Target currency
Divide Rate by:The rate by which the base unit will be divided by to create the converted unit.
Multiple Rate by:The rate by which the base unit will be mutiplied by to create the converted unit.
Organization:Organizational entity within client
Valid from Date:A parameter stating the starting time of a specified request.
Valid until Date:A parameter stating the ending time of a specified request.

IconAutoForm.png Country Region and City

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Define countries with regions and cities to be used in the application.

Tab23.png City

Define cities to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Area Code:Phone Area Code
City:A populated defined area located within a larger area such as a state, province, or country.
Client:Client for this installation.
Coordinates:Location coordinate
Country:A state or a nation.
Initials:Location code - UN/LOCODE
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Postal Code:A identification code used to help get items to a specific location.
Region:An area of a specific country.

Tab23.png Country

Define countries to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Additional Postal code:Has Additional Postal Code
Additional Postal Format:Additional Postal Format
Address Print Format:Format for printing this Address
Client:Client for this installation.
Country:A state or a nation.
Country has Region:Country contains Regions
Currency:An accepted medium of monetary exchange that may vary across countries.
Default:A value that is shown whenever a record is created.
Description:A space to write additional related information.
ISO Country Code:The geographic country code for a country based on the ISO standard.
Language:A method of communication being used.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Phone Format:Phone Format
Postal code Format:Postal code Format
Region Name:The name of an area in a specific country.

Tab23.png Region

Define regions to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
C_Nation_ID:
Country:A state or a nation.
Default:A value that is shown whenever a record is created.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Region:An area of a specific country.
Search Key:A fast method for finding a particular record.

IconAutoForm.png Location

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Define addresses or service points of your organizations.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Address Line 1:A space to write the location of a business partner.
Address Line 2:A space to write the location of a business partner.
City:A populated defined area located within a larger area such as a state, province, or country.
Client:Client for this installation.
Country:A state or a nation.
Location / Address:A specific place or residence.
Organization:Organizational entity within client
Postal Code:A identification code used to help get items to a specific location.
Region:An area of a specific country.
Region Name:The name of an area in a specific country.

IconAutoForm.png Preference

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Create and edit extremely restrictive values for a specified user, window, or for the entire application.

Tab23.png Preference

Create a preference. If this preference is in conflict with any other default in the application, this preference will take priority.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Attribute:A defined characteristic of a specific product.
Client:Client for this installation.
Organization:Organizational entity within client
Preference:Personal Preference
Search Key:A fast method for finding a particular record.
User/Contact:An acquaintance to reach for information related to the business partner.
Window:A work area which can be used to create, view, edit, and process a record.

IconProcess.png Session Info

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View session information and variables and set certain system settings (such as show accounting and translation tabs and enable audit for certain user)

IconAutoForm.png Menu

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Edit the application menu tree structure according to your business requirements.

Creation Process:

  1. Create a new record by clicking on the New button. IconNew.png
  2. Fill in the record following the instructions of the description of every field.
  3. Assign the created element to a determined place in the tree structure. IconOrganzieMenu.png

Keep in Mind:

Fields:

Action:A drop down list box indicating the next step to take.
Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Entity Type:Dictionary Entity Type; Determines ownership and synchronization
Menu:Identifies a Menu
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
OS Task:The name of an operating task.
Process:A series of actions carried out in sequential order.
Read Only:An object which may only be viewed, not edited.
Sales Transaction:An indication that a transfer of goods and money between business partners is occurring.
Special Form:The name of the form being edited.
Summary Level:A means of grouping fields in order to view or hide additional information.
URL:An address which can be accessed via internet.
Window:A work area which can be used to create, view, edit, and process a record.
Workbench:Collection of windows, reports
Workflow:A set of procedures used to show the path to complete a specified task.

IconAutoForm.png Workflow

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Define workflows that guide users through steps required to complete a specified task.

What is a Workflow?

Workflow is a visualization of all the steps that are to be taken in order to create a new Business Partner, Product, etc. in the application. In this window the user can configure all application workflows.

Keep in Mind:

Tab23.png Access

Edit access to a selected workflow for a role.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
Workflow:A set of procedures used to show the path to complete a specified task.

Tab23.png Next Step

Define node structures to be shown in the workflow.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Condition:Condition required for workflow to proceed
Next Node:Next Node in workflow
Node:The connecting points in a workflow.
Organization:Organizational entity within client

Tab23.png Node

Create nodes for a selected workflow.

Fields:

Action:A drop down list box indicating the next step to take.
Active:A flag indicating whether this record is available for use or de-activated.
Central Maintenance:A flag indicating that this label is managed in a central repository.
Client:Client for this installation.
Description:A space to write additional related information.
Entity Type:Dictionary Entity Type; Determines ownership and synchronization
Help/Comment:A comment that adds additional information to help users work with fields.
Name:A identifier for a document which can be used as a search tool.
Node:The connecting points in a workflow.
Organization:Organizational entity within client
OS Task:The name of an operating task.
Process:A series of actions carried out in sequential order.
Special Form:The name of the form being edited.
Window:A work area which can be used to create, view, edit, and process a record.
Workflow:A set of procedures used to show the path to complete a specified task.
Workflow:A set of procedures used to show the path to complete a specified task.
X Position:Absolute X (horizontal) position in 1/72 of an inch
Y Position:Absolute Y (vertical) position in 1/72 of an inch

Tab23.png Workflow

Create workflows to be used in the application menu.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Data Access Level:A privilege required to make adjustments to an object.
Description:A space to write additional related information.
Entity Type:Dictionary Entity Type; Determines ownership and synchronization
Help/Comment:A comment that adds additional information to help users work with fields.
Name:A identifier for a document which can be used as a search tool.
Node:The connecting points in a workflow.
Organization:Organizational entity within client
Workflow:A set of procedures used to show the path to complete a specified task.

IconAutoForm.png Tree and Node Image

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Defines the descriptions and images that will be used when a tree is displayed.

Tab23.png Tree

Define structural trees to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
All Nodes:All Nodes are included
Client:Client for this installation.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Tree:Identifies a Tree
Type Area:Element this tree is built on (i.e Product, Business Partner)

IconAutoForm.png Task

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Define tasks to be used in the application for selected roles.

Tab23.pngAccess

Add roles that will have access to a specified task.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
OS Task:The name of an operating task.
Role:The profile of security for the user defining what windows and tabs they can see.

Tab23.png Task

Create tasks that will be performed in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Data Access Level:A privilege required to make adjustments to an object.
Description:A space to write additional related information.
Entity Type:Dictionary Entity Type; Determines ownership and synchronization
Help/Comment:A comment that adds additional information to help users work with fields.
Java Class Name:Java Classname
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
OS Command:Operating System Command
OS Task:The name of an operating task.

IconAutoForm.png Data File Type

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Create and edit formats for attached files (.pdf, .html)

Tab23.png Data types

Create and edit format for the attach files (.pdf, .html)

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Data type:Data type
Format:Format
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client

IconProcess.png Create Help

Create an html file with the content of the online help.

IconAutoForm.pngAlert

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Create and edit alerts that will inform you about any critical or important situation in the application.

What is an alert?

An alert is a notification that informs or warns its recipients about a critical or very important situation that has arisen.

What is the alerts usage?

Alerts can be used to prevent delays in the processing of critical situations. Alerts are defined so that whenever the system recognizes the situation the alert is sent.

What are the types of alerts?

In Openbravo the user has the possibility to define three types of alerts:

Tab23.png Alert

Create alerts that will inform you about any critical or important situation in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Alert:Alert
Alert Rule:Definition of the alert element
Client:Client for this installation.
Comments:A space to write additional related information.
Description:A space to write additional related information.
Fixed:Is fixed
Organization:Organizational entity within client
Record ID:An record identifier in the dictionary.
Reference Search Key:The exact reference specification for a list or a table.
Role:The profile of security for the user defining what windows and tabs they can see.
User/Contact:An acquaintance to reach for information related to the business partner.
Warehouse / Service Point:The location where products arrive to or are sent from.

Tab23.png Alert Recipient

Add recipients for a selected alert.

Fields:

Alert Rule:Definition of the alert element
Client:Client for this installation.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
Send EMail:Enable sending Document EMail
User/Contact:An acquaintance to reach for information related to the business partner.

Tab23.png Alert Rule

Define the alert rule in the SQL format.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Alert Rule:Definition of the alert element
Client:Client for this installation.
Filter clause:Filter clause
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Sql:SQL clause
Tab:An indication that a tab is displayed within a window.

IconProcess.png Alert Management

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Edit predefined alerts made by the user.

IconAutoForm.pngHeartbeat and Register

The first time you log into the system, you will be prompted to setup the Heart Beat functionality and register your system.

At any time, you can user the Heartbeat and Register windows to the configuration of these functionality.

More

Client

IconProcess.png Initial Client Setup

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Create a new empty client from scratch.

Keep in Mind:

IconProcess.png Delete Client

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Delete a selected client and all its corresponding data. NOTE: The process is irreversible!

IconProcess.png Copy Client

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Create a new client by copying all the data from a chosen existing client.

IconProcess.png Import Client

Import Client data into an existing client.

Realize that value setting in field "Name" will be used to compose Entity, Role, Warehouse and Organization name.


IconAutoForm.png Client

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Define client characteristics, additional information, and defaults.

Keep in Mind:

Tab23.png Client

Add client's detailed information.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Document Directory:Directory for documents from the application server
Language:A method of communication being used.
Mail Host:Hostname of Mail Server for SMTP and IMAP
Multi Lingual Documents:Documents are Multi Lingual
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Request EMail:EMail address to send automated mails from or receive mails for automated processing (fully qualified)
Request Folder:EMail folder to process incoming emails; if empty INBOX is used
Request User:User Name (ID) of the email owner
Request User Password:Password of the user name (ID) for mail processing
Search Key:A fast method for finding a particular record.
SMTP Authentification:Your mail server requires Authentification
Web Directory:Web Interface
Web Order EMail:EMail address to receive notifications when web orders were processed

Tab23.png Information

Add client's advanced settings to be used in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Allow negative stock:Allow negative stock
Calendar:A table showing the days of the week for each month of the year.
Check Order Organization:The checkorderorg identifies the order organization and the business partner organization
Check Shipment Organization:The Checkinoutorg identifies the shipment organization and the business partner organization.
Client:Client for this installation.
Discount calculated from Line Amounts:Payment Discount calculation does not include Taxes and Charges
Goal:The aim or objective for a person or task.
Group Invoice Lines in Accounting:Group Accounting Invoice Lines
Organization:Organizational entity within client
Price List:A catalog of selected items with prices defined generally or for a specific partner.
Primary Accounting Schema:Primary rules for accounting
Primary Tree BPartner:Business Partner Tree
Primary Tree Menu:Tree Menu
Primary Tree Organization:Organization Tree
Primary Tree Product:Product Tree
Primary Tree Project:Project Tree
Primary Tree Sales Region:
Product for Freight:
Second Accounting Schema:Secondary rules for accounting
Second Accounting Schema:For parallel reporting using different accounting currency or field selection
Template B.Partner:Business Partner used for creating new Business Partners on the fly
Third Accounting Schema:For parallel reporting using different accounting currency or field selection
Third Accounting Schema:Terceary rules for accounting
UOM for Length:Standard Unit of Measure for Length
UOM for Time:Standard Unit of Measure for Time
UOM for Volume:Standard Unit of Measure for Volume
UOM for Weight:Standard Unit of Measure for Weight

Tab23.png Poc Configuration

Configuration tab for the Point of Contact features.

Fields:

Client:Client for this installation.
Organization:Organizational entity within client
Active:A flag indicating whether this record is available for use or de-activated.
Smtp Server:The smtp server which the openbravo server can use to send emails
Smtp Authentication:Check to be activated when the smtp server requires authentication
Smtp Server Account:The account used to login to the smtp server.
Smtp Server Password:The password used to login to the smtp server

Security

IconAutoForm.png User

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Create users and manage user roles to give access permissions.

Keep in Mind:

Tab23.png User

Create users of the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Alternative Phone No.:A second contact telephone number for a business partner.
Birthday:An anniversary of birth for a business partner.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
Comments:A space to write additional related information.
Default Client:Default Session Client
Default Language:Default Language
Default Organization:Default Organization
Default Role:Defautl Role
Default Warehouse:Default Warehouse
Description:A space to write additional related information.
Email:An email address for a specified business partner.
Email User ID:User Name (ID) in the Mail System
Email User Password:Password of your email user id
Fax:A fax number for a specified business partner.
First name:Name of the contact
Goal:The aim or objective for a person or task.
Last Contact:Date this individual was last contacted
Last Contact Result:A statement related to the result of the last interaction with a business partner.
Last name:Last name of the contact
Name:Alphanumeric identifier of the entity
Organization:Organizational entity within client
Partner Address:The location of the selected business partner.
Password:A secret code used to allow access to a specified window or tab.
Personal Goal:Goal hierarchy only visible to user
Phone:A telephone number for a specified business partner.
Position:A defined job, title, or ranking within a company.
Process Now:A request to process the respective document or task.
Supervisor:Supervisor for this user - used for escalation
Title:A description, often abbreviated, of how to address a business partner.
Trx Organization:The organization which performs or initiates the transaction.
User Name:User Name
User/Contact:An acquaintance to reach for information related to the business partner.

Tab23.png User Roles

Edit roles for the selected user.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
User/Contact:An acquaintance to reach for information related to the business partner.

IconAutoForm.png Role

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Create roles with assigned users, and edit roles access to organizations, windows, processes, etc.

Keep in Mind:

The process of entity creation automatically creates the roles of Organization Administrator and User of the entity. Additional roles can be added to control access to the different functionalities or data. Afterwards, roles can be assigned to each corresponding user.

Tab23.png Form Access

Edit the selected role's access to specified application forms.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
Special Form:The name of the form being edited.

Tab23.png Org Access

Edit the selected role's access to the specified organizations.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.

Tab23.png Process Access

Edit the selected role's access to the specified application processes.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
Process:A series of actions carried out in sequential order.
Role:The profile of security for the user defining what windows and tabs they can see.

Tab23.png Role

Create roles to give the user the complete or partial access to the application's elements.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Approval Amount:The approval amount limit for this role
Client:Client for this installation.
Client List:Clients this Role can access
Currency:An accepted medium of monetary exchange that may vary across countries.
Description:A space to write additional related information.
Grant Access:Grants access to module and window, process, task, workflow and forms.
Manual:A task or process completed directly by the user, not automatically by the application.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Organization List:List of Organizations this Role can access
Primary Tree Menu:Tree Menu
Role:The profile of security for the user defining what windows and tabs they can see.
User Level:System Client Organization

Tab23.png Task Access

Edit the selected role's access to specified application tasks.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
OS Task:The name of an operating task.
Role:The profile of security for the user defining what windows and tabs they can see.

Tab23.png User Assignment

Add users to be assigned to the specified role.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
User/Contact:An acquaintance to reach for information related to the business partner.

Tab23.png Window Access

Edit the selected role's access to specified application windows.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
Window:A work area which can be used to create, view, edit, and process a record.

Tab23.png Workflow Access

Edit the selected role's access to specified application workflows.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Editable Field:An indication that this field may be viewed.
Organization:Organizational entity within client
Role:The profile of security for the user defining what windows and tabs they can see.
Workflow:A set of procedures used to show the path to complete a specified task.

IconAutoForm.png Role Access

View larger

Define access to DB tables and columns for selected roles.

Tab23.png Column Access

Create or edit access to DB columns for a selected role.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Column:A link to the database column of the table.
Exclude:A selection permitting or denying a role access to specified data.
Organization:Organizational entity within client
Read Only:An object which may only be viewed, not edited.
Role:The profile of security for the user defining what windows and tabs they can see.
Table:A dictionary table used for this tab that points to the database table.

Tab23.png Record Access

Maintain Record Access

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Exclude:A selection permitting or denying a role access to specified data.
Organization:Organizational entity within client
Read Only:An object which may only be viewed, not edited.
Record ID:Direct internal record ID
Role:The profile of security for the user defining what windows and tabs they can see.
Table:A dictionary table used for this tab that points to the database table.

Tab23.png Role

Edit a role for which you want to give or withhold tables and columns tables.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Approval Amount:The approval amount limit for this role
Client:Client for this installation.
Client List:Clients this Role can access
Currency:An accepted medium of monetary exchange that may vary across countries.
Description:A space to write additional related information.
Manual:A task or process completed directly by the user, not automatically by the application.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Organization List:List of Organizations this Role can access
Primary Tree Menu:Tree Menu
Role:The profile of security for the user defining what windows and tabs they can see.
User Level:System Client Organization

Tab23.png Table Access

Create or edit access to DB tables for a selected role.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Exclude:A selection permitting or denying a role access to specified data.
Organization:Organizational entity within client
Read Only:An object which may only be viewed, not edited.
Role:The profile of security for the user defining what windows and tabs they can see.
Table:A dictionary table used for this tab that points to the database table.

IconAutoForm.png Session

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View all logins made in the application.

Tab23.png Session

Show all changes that have been made in the application.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Creation Date:The date that this record is completed.
Organization:Organizational entity within client
Processed:A confirmation that the associated documents or requests are processed.
Remote Addr:Remote Address
Remote Host:Remote Host
Session:User Session Online or Web
Web Session:Web Session ID

Tab23.png Change Log

Data Changes

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Change Log:Log of data changes
Client:Client for this installation.
Column:A link to the database column of the table.
Creation Date:The date that this record is completed.
New Value:New field value
Old Value:The old file data
Organization:Organizational entity within client
Record ID:Direct internal record ID
Session:User Session Online or Web
Table:A dictionary table used for this tab that points to the database table.

Enterprise

Create organizations and manage the organizational structure of your business.

What is an Organization?

Organization is a business unit. Each entity can have more than one business unit defined. Organizations can be described as departments, divisions, etc. and can be located in different regions or countries. Each organization can have its own accounting schema.

Keep in Mind:

IconProcess.pngInitial Organization Setup

View Larger

Set up the basic information about an organization.
Fields

OrganizationThe name of the organization.
Organization TypeSelect an organization type from the list.
Organization UsernameEdit the name of the organization's default user account.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Parent Organization:Select the parent organization.
Include Accounting:Include Accounting: Select the checkbox to enable an account schema for the organization.
Accounting file: Click Browse to select an accounting schema file.
Reference data: If you have installed any additional modules you can select them.
Accounting dimensions:Select the accounting dimensions that will apply to the organization.

IconProcess.pngEnterprise Module Management

Install reference data modules at organization level.

IconAutoForm.png Organization Type

Create organization types that you can then apply to organizations within the client.

ClientOrganization types are specified at System level.
ActiveSelect the checkbox to make the organization type active.
NameGive the organization type a name.
DescriptionType a brief description of the organization type if required.
Legal EntitySelect the checkbox if the organization type is a legal entity.
Business UnitSelect the checkbox if the organization type is a business unit.
Transactions AllowedSelect the checkbox if the organization type is able to carry out transactions on the system.

IconAutoForm.png Organization

Create organizations to manage your company's organizational structure.

Tab23.png Organization

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Client:Client for this installation.
Description:A space to write additional related information.
Name:A identifier for a document which can be used as a search tool.
Organization:Organizational entity within client
Search Key:A fast method for finding a particular record.
Summary Level:A means of grouping fields in order to view or hide additional information.
Organization Type:Select the organization type from the list.
Calendar:Select the financial calendar used by the organization.

Tab23.png Information

View Larger

Add complementary information for a selected organization.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.
Business Partner :Anyone who takes part in daily business operations by acting as a customer, employee, etc.
Client:Client for this installation.
D-U-N-S:Dun & Bradstreet Number
Goal:The aim or objective for a person or task.
Location / Address:A specific place or residence.
Logo:
Organization:Organizational entity within client
Reference Order:Uses Order document number as inout number
Tax ID:The government defined unique number for assigning and paying taxes.
Tax Not Deductible:purchase VAT must be posted as an expense for chosen organization.
Sales Tax Exempt Rate:Selected exempted Sales Tax is used while posting sales invoices for “Tax Not Deductible” Organizations.

Tab23.pngOrg Schema

Specify the accounting schemas associated with the organization.

Fields

Client:Client for this installation.
Organization:Organizational entity within client
Active:Select the checkbox to make the schema active
Accounting SchemaSelect the accounting schema.

Tab23.pngYear

Displays information about the financial year if the organization has a calendar associated with it.
Fields

Client:Client for this installation.
Organization:Organizational entity within client
Fiscal YearThe financial year of the calendar
DescriptionA brief description of the year
Active:Select the checkbox to make the year active

Process Scheduling

Schedule and monitor system processes.

Process Request

Fields

ClientClient for this installation
ProcessSelect the process to be scheduled.
TimingSelect whether to run the process immediately, later or at a scheduled time.
OrganizationSelect the organization
ActiveSelect the checkbox to make the process active
Security Based on RoleSelect the checkbox to enable the process to be viewed and edited by other users with the same user as scheduled the process.
Start dateSpecify the date that a later or scheduled process will start
Start timeSpecify the time that a later or scheduled process will start
FrequencySpecify how frequently the scheduled process will take place
Interval / Option Specify further details of your chosen frequency. For example for daily frequency, specify the days of the week on which the process will take place.
RepetitionsSpecify how often the process will repeat per interval
FinishesSelect the checkbox if the process finishes. Clear the checkbox to let the process run indefinitely
Finish timeIf the process is scheduled to finish, specify the finish time

Process Monitor

Check the progress of scheduled processes.

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