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Contents

Openbravo ERP development Road Map for 2012

(Latest revision: Feb 7th, 2012)

Introduction and Objective

This is a tentative development roadmap for Openbravo ERP and it does not imply a commitment to deliver. It should be consider as a a statement of intentions. The proposed dates may change due to the workload of the development team and the content of each release could vary depending on market changes. If this occurs the roadmap will be updated to reflect these changes.

The current production release is Openbravo ERP 3.0, which was released for general availability in June 2011 and this road map assumes that release as the base line. This road map focuses on the planned content to be added to Openbravo 3 during the following 15 months, until the end of 2012.

All features in this road map can be categorized in 4 main groups:

And then specific content for the two targeted Industries during 2012:

How to read this document

The audience for this document is the global Openbravo ecosystem, including partners, users and prospective customers.

This roadmap was presented in October 2011 by Openbravo CTO and co-founder Ismael Ciordia, including over an hour of interactive Q&A. To view the recorded webinar, please click here for English and here for Spanish!. You can find the slides used in that presentation here.

It is recommeded to watch the recorded presentation to get an overall understanding of this plan. If you are looking for a particular feature or you want to get the full detailed list of projects included in this roadmap you should browse the List of Projects below.

Feedback on this roadmap is welcome. Please express your views in the Open Discussion forum. Feedback can also be provided on any deliverable by simply clicking on the Go to Project link for each item and participating in the discussions relating to that project.

Narrower Functional Base

Openbravo 3 is based on a narrower functional footprint than previous releases. This release focus exclusively on the key flows required by the large majority of customers, with the aim of:

The narrower functional footprint will cover the following flows:

  1. Order-To-Cash: The blood flowing through every commercial entity is customers orders. All businesses are exist to make money from selling products (or a service, which can be considered as a type of product in our context). Like other core processes, Order-To-Cash can be broken down into two main sub-processes
    1. Order To Shipment: The information included typically an order number and date, shipping and receipt dates, a customer purchase order number, the buyer's name and address, the shipping address (if different), and a list of the items ordered, including quantity and warehouse storage location.
    2. Customer Invoice To Cash: Billing a sales order creates a record of debt owed to you by your customer for a sale. When you bill a sales order, your accounts receivable ledger increases by the amount of the bill. When the bill has been paid, the Cash is increased.
  2. Procure to Pay: This process refers to an external supplier. It usually starts with a purchase requisite from one of the departments in your organizations (for smaller companies that step is often omitted), which is converted, after some price and terms negotiation with your vendor, to a purchase order which is sent to your vendor. The vendor, usually upon receiving your order will ship you the ordered products (not necessarily all the products you ordered are shipped to you as it depends on the products’ availability) together with an invoice. The invoice will be paid by your accounting team, and the process will be completed.
    1. Requisition to receipt - indirect for accounting: Demonstrates the business processes for creating and authorizing requisitions, issuing, authorizing and distributing purchase orders, and receiving goods for Indirect Materials (e.g., Consumables, Expense Items).
    2. Supplier invoice to payment: Demonstrates the business processes of receiving, recording and paying its supplier invoices. This flow enables users to enter, approve and manage supplier invoices, credit memos and debit memos, resolve invoice holds, and issue Employee and Supplier payments.
  3. Bank Statement to Bank Reconciliation: Demonstrates the business processes for entering and reconciling bank statements with cash transactions from accounts payable and accounts receivable and cash balances in the general ledger.
  4. Period End Close to Financial Report: Demonstrates the business processes for entering journals, importing all subsystems journals, generating recurring, allocation, reversals and suspense journals, posting journals, and reconciling account balances and closing accounting periods. It also contains business processes for the production of internal and external financial reports.
  5. Customer Return to Credit: Demonstrates the business processes for returning items from a customer for credit. This flow enables users to create a return authorization of a damaged or defective product and record a credit memo for the return transaction.
  6. Customer Return to Replacement: Demonstrates the business processes for returning items from a customer for replacement of a damaged or defective product, receive the product back to the warehouse, and process the receipt of a replacement product.
  7. Supplier Return to Debit: Demonstrates the business processes for returning items to a supplier for debit. This flow enables users to create a Returned Material Authorization (RMA) for the return of a damaged or defective product and record a debit memo for the return transaction.
  8. Supplier Return to Replacement: Demonstrates the business processes for returning items to a supplier for replacement of a damaged or defective product, send the product back to the supplier, and process the receipt of a replacement product.
  9. Collection: The process of collecting amounts receivable (the majority of which is normally made up of "open" invoices that have passed their due date). Effective collection is vital to both physical cash flow and cash flow projections.
  10. Inventory Accuracy: The key processes supporting the correct valuation of inventory, including valuation methods, stock counting, the correct recognition of the cost of goods sold, and the recognition of revenue at the point that inventory (or service) is transferred to the customer.
  11. Asset Acquisition to Dispose: Global asset life, from acquisition to dispose, with its specific depreciation rules.
  12. Budget to Analysis: all about taking a holistic approach for managing budget to achieve a single view of the company. It will provide an opportunity to meet the business goals emphasizing aligning strategic and operational objectives in addition to monitoring and managing business measurements.

Please notice that the following functionality has been removed from the core product and now is available only for Professional Edition instances as Premium Functionality:

Differentiation of Community Edition and Professional Edition

Openbravo 3 is available in three different Edtions:

You can see here a detailed description of each Edition and how they compare.

In the three cases the core functional footprint is the same and mapped to the 14 flows above. Users of the Basic and Professional Edition, however, can enjoy additional functionality in the form of both premium features and extended features:

All features in this roadmap include a description of how they are licensed. This is the key for this License:

Availability and Deliverables

At this moment Openbravo does not plan to release a new major version during this period. All this content will be gradually relesed through Openbravo Maintenance Packs (published monthly) and through Openbravo Modules. As soon as the new content is released it will be immediately available to be consumed by Openbravo 3 instances. The deployment of these new features into your production environments will be safe and smooth thanks to the Openbravo Module Management component and its ability to update and install new software versions depending on their Maturity Status. Learn more here.

The key to understand Availability is:

List of Projects

This is the full list of projects included in Openbravo Road Map for 2012, categorized by the four main blocks described above: Usability and Platform, Financials & Accounting, Wholesale Distribution and Retail.

Usability and Platform

Usability and Plaform includes all the new features aiming to improve the experience of End Users and to increase the productivity of Administrators, Consultants, Localizers and Developers. It is split into 7 groups:

  1. Support for mobile devices
  2. User Interface
  3. Common utilities
  4. Tools for Administrators
  5. BPM/Workflow
  6. Business Intelligence
  7. Localization
Support for mobile devices License Availability Information
Openbravo 3 on mobile/touch devices
  • Openbravo 3 must offer a world class user experience on mobile/touch devices (such as iPhone, Android and tablets). A mobile enterprise is generally accepted to confer benefits in the areas of higher workforce productivity and employee satisfaction. With a mobile offering, Openbravo 3 will be truly accessible anwhere, anytime.
Core Premium Feature (zero cost)
Committed Q4-2012
Go to documentation


Go to project


User Interface License Availability Information
Image reference
  • Image reference allows developers to embed images into the Openbravo windows. They can be uploaded and associated with any record.
Core
Delivered MP2
Go to documentation


Widgets in windows
  • Put your favorite widgets inside standard Openbravo forms. These widgets can contain anything such as charts and grids and can be configured to be filtered for the active window only.
Core
Delivered MP2
Go to documentation


Form Personalization
  • Modify the layout of forms to suit personal preferences. Position, visibility, first focus, width and height of fields can be defined on user level. The order in which the fields appear and the section they appear in can be modified though an easy drag & drop interface.
Core Premium Feature (zero cost)
Delivered MP2
Go to documentation


Go to project


Saved views
  • Saving Views stores grid and form settings, column filters and even the entire layout of the screen. You can access Saved Views through a pull down menu that sits underneath the Saved Views button in the toolbar.
Core Premium Feature (zero cost)
Delivered MP4
Go to documentation


Go to project


Advanced Filtering Criteria I
  • Filter expressions at column level that are typed by the user (eg. >5, !, etc.)
Core
Delivered MP4
Go to documentation


Pick&Execute pattern
  • P&E aims to replace all process popups with a generic design pattern. The essence of P&E lies in reusing objects that are picked from a larger collection. Sometimes this collection needs to be filtered in steps while picked objects need to be kept. Sometimes the picked objects need to be edited. The final set is eventually submitted as a process and adds or replaces existing sets.
Core
Delivered MP6
Go to documentation


Go to project


Process with new UI architecture (phase I): Manual processes
  • Phase 1 in new Process with new UI architecture. Implement manual processes that can be invoked from generated windows executing a JavaScript function.
Core
Delivered MP12
Go to documentation


Go to project


Improve reporting: ability to query any table in the system in a user friendly manner
  • Ability to open a query/list widget from any tab in any window in which the tab information can be queried (child tabs will join with its parents and information won't be filtered by a specific header).
Core Premium Feature (zero cost)
Committed Q3-2012
Go to project


Process with new UI architecture (phase II): Process/reports parameter windows

  • Phase 2 in new Process with new UI architecture. Parameter Windows are defined in the AD and used for generating a GUI, usually a pop-up window, to ask the user the values of process parameters. In the current implementation, parameters are associated only to a Process or Report. The definition of the Processes and Reports is made in the same table AD_Process table, and this definition is bloated with too many columns (flags at user level) that is hard to maintain and understand .The goal of this project is to provide a new infrastructure for OB3.
Core
2012 (not committed)
Go to project


Apply validations on filters
  • When filtering by a drop-down list, in case the field has a validation, it should be applied to restrict the possible options
Core
2012 (not committed)
Go to project


Advanced Filtering Criteria II
  • Named filters (eg. Not complete or recently touched documents)
Core Premium Feature (zero cost)
2012 (not committed)
Make tree capability modular
  • Modules should be allowed to add new trees in a clean manner. A table could have more than one tree.
Core Premium Feature (zero cost)
2012 (not committed)
Refactor tree editing and visualization
  • Improve the ease of editing and visualization of Openbravo trees (menu, chart of accounts, etc.).
Core Premium Feature (zero cost)
2012 (not committed)
All complex references (location, account, attribute set) implemented in the new technology
  • Replace the 2.50 implementation of these references by a new implementation using Openbravo 3 technology
Core
2012 (not committed)
Display-Logic in Grid
  • Openbravo display-logic is a platform mechanism to show/hide fields in a tab depending on a boolean expression. This behaviour applies only to the form view, this project is about to apply it to the grid view (the content should be shown/hidden, but the column will be always present)
Core
2012 (not committed)
Go to project


Extend navigation model
  • Allow definition of rules at different levels (column, field, others...) for foreign key entity navigation.
Core
2012 (not committed)
Go to project


Dynamic Link reference
  • Implement a new reference used for dynamic links. This reference is readonly and composed by two fields (entity and record ID), depending on entity value navigation is done to different entity table. It takes it into account also for identifier display in UI.
Core
2012 (not committed)
Support for advanced parameter types in Parameter Windows
  • This advanced parameter types are: sorted lists, multiple selection in a list, multiple selection in a selector, option buttons
Core
2012 (not committed)
Process execution in new UI
  • Now we still use interstitial popups before process execution which do not serve a purpose. The idea is to get rid of them and execute a process directly when pressing an orange process button. In order to do so, we need also to build the multi-action button type where multiple processes sit beneath the button in a fly-out.
Core
2012 (not committed)
Go to project


Make it possible to define (in the AD) toolbar buttons for a tab
  • Ability to define in the Applicaiton Dictionary the buttons shown in a particular tab. This way it will be easy to add or remove buttons in the toolbar
Core
2012 (not committed)
Go to project


Multi-column sort
  • Sorting by more than one column is very useful. For example: Sorting a sales order grid primarily by business partners, and secondarily you want all the sales order from each partner to be ordered chronologically.
Core
2012 (not committed)
Advanced Filtering Criteria III
  • Filter expressions are very powerful but hard to learn or discover by the user. We need to provide a visual expression builder that does the same but also adds multiple selection and conditions. The Filter Builder is launched from the column header.
Core Premium Feature (zero cost)
2012 (not committed)
Go to project


Totals and average on numeric grid columns
  • Possibility to view the average or sum of a column.
Core
2012 (not committed)
Summary in collapsable sections
  • Ability to see the content of a collapsed section without the need of expanding in (as one liner with the information, similar to the status bar)
Core
2012 (not committed)
Top navigation bar - Bookmarks
  • Ability to bookmark specific documents/records
Core
2012 (not committed)
Make all info messages hideable ('don't show this message again')
  • Info messages might become annoying for power users so it must be able to dismiss them forever (with a possibility to reset in admin settings). You should also be able just to click on the big icon on the left hand side in the colored message to make it disappear instead of having to reach for the little x close button.
Core
2012 (not committed)
User Defined Highlighted records
  • Highlighting based on conditions set by the user or the system. We can also think of "pinning" rows so they are not affected by column filters.
Core Premium Feature (zero cost)
2012 (not committed)
Execution of processes for several documents in one shot
  • At the moment only one document can be processed at a time. It should be possible to select multiple documents and process them at a time, providing that they all have the same document status.
Core
2012 (not committed)
Go to project


Configurable Links to related actions
  • To assist the user in quickly accessing related windows and learning about the sequence of steps to be taken in order to complete a task, it would be beneficial to define a set of links to related windows (or even external URLs) in certain places in the application. As every company is different, these links must be configurable.
Core
2012 (not committed)
Ability to save current open tabs at logout
  • Similar to what some browsers offer, it should be possible to keep the current tab state. Additionally we can think of more advanced tab functionality such as: Close all tabs/close other tabs/new thread or Drag and drop to re-order them.
Core
2012 (not committed)
Go to project


Extended use of contextual menus (for translation, link to AD, etc)
  • Contextual menus are invoked by a right mouse click on selected cells. Currently "use as filter" and "open on tab"is offered but this can be extended to more admin-like functionality such as linking to translation or related Application Dictionary items.
Core
2012 (not committed)
Common utilities License Availability Information
Google APIs Integration - Iteration 1
  • Log in to Openbravo using a Google account
Core Premium Feature (zero cost)
Delivered MP2
Go to documentation


Go to project


Ability to Delete Clients from the Openbravo UI
  • Now if you try to delete a client from the UI, you get an error. It has to be re-implemented using DAL.
Core
Delivered MP4
Go to project


New Callout infrastructure (front-end execution, no code for basic/common actions, etc.)
  • Onchange functions can be executed completely in the client, implemented in javascript, which brings benefits of simplicity and performance
Core
Delivered MP4
Go to documentation


Move focus back to header after having completed a process
  • Usually users want to continue creating another header after having completed a document. Now, the focus remains in the child level after completion, resulting in creating an additional line (in the completed document!) where in fact she wanted to create a new header
Core
Delivered MP5
Go to project


Logo images should automatically resize
  • Openbravo allows user to specify a number of company logos. Each logo is expected to be in a specific size. However, finding the size is difficult and requiring users to resize logos is just unpractical and not what users expect (most applications resize images automatically)
Core
Delivered MP5
Go to project


Canvas Fields (Front-end Computed fields)
  • Ability to define fields that are not backed by a physical column but by a javascript expression that is computed in the front-end
Core
Delivered MP6
Go to documentation


Go to project


Support RTL
  • Support for languages that are written right-to-left, such as Hebrew and Arabic.
Core
Committed MP12
Go to project


Go to project


Implement 2.50 drop down list references in 3.0 style
  • Currently 2.50 drop down list references (table and tableDir) are implemented as they were in 2.50. This is, the complete list of possible values is returned on load. This affects performance in case of big volumes. This project aims to implement these references in 3.0 style, not returning the whole set of values but dynamically request to backend for them.
Core Premium Feature (zero cost)
Committed MP15
Go to project


Computed fields II
  • Ability to define fields that are not backed by a physical column but by a property path, in the same way that can be defined within selectors
Core
2012 (not committed)
Add an excel mode to the XML webservices
  • The xml webservices can be used as a datasource in Excel, the xml should be simplified
Core Premium Feature (zero cost)
2012 (not committed)
Go to project


Computed fields III
  • Ability to define fields that are not backed by a physical column but by a hql expression that is computed in the back-end
Core
2012 (not committed)
Google Integration phase 2
  • Several enhancements: make it easier the maintenance of user accounts, direct login, Google docs as attachments
Core Premium Feature (zero cost)
2012 (not committed)
Extend the field entity in Openbravo Application Dictionary
  • Ability to overwrite column properties: default value, is Mandatory field, reference (UI) implementation, validation.
Core
2012 (not committed)
Enable webservice to allow free format HQL
  • Note can be a security risk authorization checking on free format HQL can be difficult. Corresponding to the direct link functionality
Core
2012 (not committed)
Refactor CreateFrom functionality
  • Refactor CreateFrom functionality so it is easier to extend/adapt to specific customer needs in a modular manner
Core
2012 (not committed)
Several improvements on the reference data (datasets) feature
  • Ability to define ownership of each row/property (so new versions of the same dataset do not overwrite my changes), define dependency between datasets, define expressions instead of static data.
Core
2012 (not committed)
Off-line execution of reports/processes
  • Ability to execute off-line (eg. scheduled) reports/processes with parameters. The result of the process/report should be sent to the user once it is ready
Core Premium Feature (zero cost)
2012 (not committed)
Extended Reference List capabilities
  • Ability to edit (add, modifiy, remove) values by end users. Lists of values used in business logic implementation are not editable. Validation rules (to reuse the same list in different windows) should be easily applicable at user level (for example, rules for return are different for return from customer and return to vendor).
Core
2012 (not committed)
Improve Export/Import utility to support high volumes
  • Enable Export/Import Client utility to deal with large volumes (split the xml files into chunks, support partial loads, etc.)
Core Premium Feature (zero cost)
2012 (not committed)
Email users on failed background process executions
  • Ability to define a list of users to be emailed in case a background process execution fails.
Core
2012 (not committed)
Tools for Administrators License Availability Information
OB On-Demand.
  • New deployment mode of Openbravo Professional, only available for Openbravo Partners. On-line service to provision an Openbravo instance on-demand, and bill the service monthly based on named users.
    • Phase 1: Service working in a semi-automated mode available for partners on request.
Core
Delivered Q4 - 2011
OB On-Demand.
  • New deployment mode of Openbravo Professional, only available for Openbravo Partners. On-line service to provision an Openbravo instance on-demand, and bill the service monthly based on named users.
    • Phase 2: Service working in a fully-automated mode activated by default for all existing and new partners.
Core
Committed Q2 - 2012
Extend Openbravo Security Model
  • Ability to define role access at tab and field level (write).

Contributed by SAIC

Core
Delivered MP9
Go to documentation


Go to project


Integrated back-up capability
  • Move the backup functionality from Appliance into the ERP as a module. Appliance also backs up stack files. If we are moving this functionality to ERP then we should be stack agnostic? So we only should talk about owned by ERP files and data? If to take stack into account then it might be better to use OS oriented tools - http://goo.gl/dBLw.
Core Premium Feature (zero cost)
2012 (not committed)
Go to documentation


Support connection
  • For professional instances, ability to directly open a ticket from an Openbravo instance. Tickets reported directly from an instance will get all the "instance information" preloaded (version, stack, license, etc.)
Core Premium Feature (zero cost)
2012 (not committed)
Improvements in the update/upgrade process
  • Avoid the local changes issue by allowing the user to export or ignore changes. Ideally the user does not have to worry about local changes, and if exporting is needed, the system will carry this out automatically.
Core Premium Feature (zero cost)
2012 (not committed)
Go to project


Professional tool for developers
  • Visibility on status (validation flow, etc.). Ability to execute ant tasks from the UI. Ability to manage Openbravo db objects through Openbravo UI. Include a diagnostic tool for performance issues in Openbravo that is easy to use. It should include at least a JavaScript benchmark, a disk speed test and a bandwidth test.
Commercial Extension Module
2012 (not committed)
Life cycle management automation
  • Implement replicate production to testing and vice versa functionality in the ERP. Integrated flow to promote code through the different environments (development, test, production) in a safe and efficient manner
Commercial Extension Module
2012 (not committed)
BPM/Workflow License Availability Information
Integration with a BPM/Workflow engine
  • It must be possible to define Openbravo business processes through a BPM/Workflow engine. The web console of the BPM/Workflow engine will be embedded into the Openbravo UI so it is possible for Openbravo users to interact with runtime tasks generated by the BPM/Workflow engine and administer/monitor runtime instances.
Core
Committed Q3-2012
Go to project


Flexible document status and workflow
  • Refactor most of Openbravo business processes so they are by default implemented by the BPM/Workflow engine definition and this way make it easier for consultants to adapt business logic to specific customer requirements.
Core
2012 (not committed)
Business Intelligence License Availability Information
Several improvements on the Integration with Zoho Reports
  • Define security settings to move data up and down
Commercial Extension Module (zero cost)
2012 (not committed)
Adding charting abilities to Query List Widgets
  • Current Query list widgets only show grids. In order to impress a provide our customers the KPI overview they need, we must offer charts to visualize that data.
Commercial Extension Module (zero cost)
2012 (not committed)
Localization License Availability Information
Support for translations of configuration Scripts
  • Ability to do changes in the translations provided by a localization pack and package them as part of a module, so updates to the localization pack can be applied without overwritting those changes
Core
2012 (not committed)
Translation tool
  • On-line service to translate Openbravo in an efficient manner
Core
Q4-2012
Support for translations of business Information
  • Ability to define, for business information, the original language of the information and translate this information to other languages. Based on this information, provide out-of-the-box functionality to get business information in a language that depends on the context (eg. language of the customer, language of the organization, language of the vendor, etc.)
Core
2012 (not committed)

Financial & Accounting

Financial & Accounting is split into 3 groups:

  1. Common features
  2. Product Costing
  3. Spanish Localization Pack
Common features License Availability Information
Read-only logic for payments awaiting execution
  • Some fields should be editable in processed "awaiting execution" payments
Core
Delivered MP1
Go to project


Awaiting execution payment must be cancelled
  • It should be possible to void payments in "awaiting execution status"
Core
Delivered MP1
Go to project


Remittance with no accounting
  • It should be possible not to post a remittance if needed
Commercial Extension Module (zero cost)
Delivered MP1
Go to project


Invoice and pre-payment matching
  • OB should find a credit payment if any, with a generated credit amount equal to invoice's grand total amount. Invoice and Payment description must be properly adjusted
Core
Delivered MP1
Unique payment out for Remittances
  • It should be possible to generate a unique payment out from a remittance of that type
Commercial Extension Module (zero cost)
Delivered MP2
Go to project


Financial Account - Accounting view + 2 columns
  • Creation of an "Accounting" view under Financial Account transactions tab, including 2 new columns "Bank Statement" and "Bank Statement Line"
Core
Delivered MP2
Go to project


Accounting dimensions in accounting entries
  • GL entries must allow entering accounting dimensions
Core
Delivered MP2
Go to project


It is not possible to reactivate a remittance which has settle/protested lines
  • It should be possible to undo settle and protested remittance lines, in order to get that a remittance can be reactivated
Commercial Extension Module (zero cost)
Delivered MP2
Go to project


Wrong accounting for write off amounts
  • Write off amounts should be properly accounted regardless positive/negative write off amounts
Core
Delivered MP2
Go to project


Unique payment in for Remittances
  • It should be possible to generate a unique payment in from a remittance of that type
Commercial Extension Module (zero cost)
Delivered MP2
Go to project


Accounting dimensions in GL items
  • It should be possible to add accounting dimensions to the GL item type payments created in the Financial Account (Add Transactions)
Core
Delivered MP2
Go to project


Ability to split a bank statement line in order to allow partial matching
  • Ability to split a bank statement line in order to allow partial matching
Core
Delivered MP2
Go to project


Several GL items to be included in the reconciliation process
  • OB should allow to add several GL items during reconciliation process
Core
Delivered MP2
Go to project


Mix of invoices, orders and GL items - Add payment
  • It should be possible to mix invoices, orders and GL item while adding a payment
Core
Delivered MP2
Go to project


Exchange Rate at document type level
  • Exchange Rate at document type level
Core Premium Feature (zero cost)
Delivered MP2
Go to documentation


IDL and accounting dimensions
  • IDL must support accounting dimensions import
Commercial Extension Module (zero cost)
Delivered MP2
Go to project


Ability to create a payment with gl items using accounting dimensions for each gl item
  • It should be possible to link accounting dimensions to each GL item entered while creating a payment
Core
Delivered MP3
Go to project


Not possible to generate a unique payment out/in from a remittance in case of including payments
  • Allow to generate a unique payment in/out from the corresponding remittance when that remittance also includes payment and not just invoices or orders
Commercial Extension Module (zero cost)
Delivered MP3
Go to project


CashFlow forecast report
  • Presents the position of a financial account in a given date taking into account expected cash inflows and outflows


Open Source Extension Module
Delivered MP4
Go to documentation


Reconciliation tab performance
  • The performance of the "Reconciliation" tab of the Financial Account window needs to be improved.
Core
Delivered MP5
Go to project


APR Payment monitor process should update paid and outstanding amounts
  • APR Payment monitor process should update paid and outstanding amounts
Core
Delivered MP5
Go to project


Improvements in Remittances
  • Settle/Protest remittance process should improve as described below:# When protesting a remittance end-user should be able to filter by remittance dates, remittance (optional), business partner and payment description (doc.number)#Besides, It should be possible to protest and void in one shot
Commercial Extension Module (zero cost)
Delivered MP6
Go to project


GL items replacement
  • It should be possible to replace GL items as well as its corresponding dimensions in "GL Item" transaction types, after being reconcilied.
Core
Delivered MP6
Go to project


Credit payment and invoice payment matching
  • Make a relationship between the credit payment (the one reconciled) and the later on created invoice payment
Core
Delivered MP6
Go to project


Payment Report Improvements
  • Some additional info such as BP balance needs to be added to payment report.
Core
Delivered MP6
Go to documentation


Go to project


Payment Report Improvements (PHASE II)
  • Some additional info will be included when exporting to excel, such as payment method, payment date...
Core
Delivered MP8
Go to documentation


APRM enhancements: Add payment details
  • Add payment details form should display the information grouped by invoice or order depending on filtering criteria
Core
Delivered MP8
Go to documentation


Go to project


Remittance enhancements: Invoice grouping
  • Enhancement in remittance module to allow new option when processing: "Group by invoice"
Commercial Extension Module (zero cost)
Delivered MP8
Go to documentation


Editable Payment Plan
  • Ability to modify an existing payment plan for outstanding amounts.
Core
Delivered MP9
Go to documentation


Go to project


Go to project


Payment Aging Balance Report
  • Report which displays the expected incomes or payments in a user defined range of dates
Open Source Extension Module
Delivered MP8
Go to documentation


Go to project


Check Printing
  • Ability to print checks (individually or by batches) in an automated manner and to browse historical data in order to print a check again if required. It also provides an easy way for other modules to implement different check printing formats.
Core
Delivered MP8
Go to documentation


Go to project


Dunning module
  • Definition of different statuses in dunning cycle and events to trigger when getting a specific status or when transition from a given status to another given status. Warning for new documents when the BP is in dunning cycle in any of the expected payments. Process which triggers notifications both for OB users (alerts) and BP (email)
Commercial Extension Module
Delivered MP8
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Reverse permanent accounts balances during end year closing
  • Adds a new configuration flag (Reverse Permanent Account Balances) to the Accounting Schema. In some countries (for example, in Spain) reversing permanent accounts in the end year closing process is mandatory while in others (ex. USA, Canada) it is not required.
Core
Delivered MP11
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Managerial Accounting
  • The term analytical accounting is very broad and generally refers to the practice of exploiting accounting information for the purpose of supporting managerial decisions, as opposite as financial, legal or fiscal reporting.

At Openbravo, we prefer to use the term managerial accounting instead of analytical accounting. Openbravo supports managerial accounting thanks to its embedded multi-dimensional accounting store that allows to analyze accounting information based on a number of pre-defined dimensions. Accounting Date Period Natural account Organization Business Partner Product Project Sales Region User Defined Dimension 1 User Defined Dimension 1 Some of these existing dimensions are not fully implemented in openbravo. This project as well aims to fully implement existing dimensions and add new ones as cost centers.

Commercial Extension Module
Committed 2012 (Not Commited)
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Return of Material Posting
  • Return of material posting: Use different accounts for sales transactions. COGS, Revenue accounts can now be different for this documents.
Core
Committed MP12
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Payment Proposal
  • Migrate invoices and orders selector to "Pick & Execute" pattern
Core
2012 (Not Commited)
Negative Credit
  • Enhance APRM to support negative credit payments (generation and consumption)
Core
2012 (Not Commited)
The "Fiscal Calendar" window should be split.
  • The "Fiscal Calendar" window should be split into two as "Fiscal Calendar" creation and "Closing Fiscal Year" are two different processes.
Core
2012 (Not Commited)
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Balance Sheet and P&L financial reports should be packaged in Distribution
  • It is needed to include the accounting schema definition as part of a dataset to get that the Balance sheet and P&L reports definition can be packaged together with Loc Pack
Core
2012 (Not Commited)
Apply required changes to the existing modules in order to get them port to the new financial flows (OB3)
  • Review existing modules and make the necessary changes to port them and get them work
Core
2012 (Not Commited)
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Manual "Forms" refactor in order to take advantage of new platform capabilities such as parameter windows, pick&execute, etc.
  • Refactoring of manual forms ito take advantage of OB3 new platform capabilities.
Core
2012 (Not Commited)
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Cash Flow Statement Report
  • Report which explains the root cause of any incoming or outgoing fund (cash flow)
Open Source Extension Module
2012 (Not Commited)
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Corrective Invoices
  • Review current functionality related to the credit memo invoices as this kind of invoices use positive numbers which makes that reporting need to be always adjusted
Core
2012 (Not Commited)
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Document Sequence
  • Enhance document sequence engine to ensure that unique and correlative document numbers are used
Core
2012 (Not Commited)
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Balance Sheet generation
  • Ability to load an initial balance sheet using Initial data load.
Commercial Extension Module (zero cost)
2012 (Not Commited)
Reporting improvements to allow analitics
  • Enhancement of existing reports or development of new ones to allows analytics by taking advantage of:# new OB3 technology (OB3 SmartClient)#OB3 widget capabilities for monitoring purposes#xls and pdf format capabilities. All the reports should also be refactor to ensure they are all exported to xls and pdf format.
Core
2012 (Not Commited)
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Credit Cards as a type of financial account with ad-hoc tools
  • Create a new type of Financial Account together with the required fields associated to this new financial account type. All of the above mean a set of tools related to Credit Card management
Core
2012 (Not Commited)
Product Costing License Availability Information
New Cost Calculation Engine (including average costing method)
  • Costing engine that supports organization and warehouse based costing. It incorporates Average as a first costing method. It also allows to include different costing algorithms as modules. Later it will be enriched with LIFO and FIFO support among other costing methods.
Core
Committed MP13
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New Cost Calculation Engine: Manufacturing
  • This project aims to extend new cost calculation engine to support manufacturing module.
Core
2012 (Not Commited)
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New Cost Calculation Engine: Cost Adjustments (landed cost)
  • This project aims to extend new cost calculation engine to support cost adjustments, for example landed costs or invoice price differences.
Core
2012 (Not Commited)
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New Cost Calculation Engine: LIFO
  • LIFO costing method. This project takes advantage of the infrastructure provided by Cost Calculation Engine.
Core
2012 (Not Commited)
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New Cost Calculation Engine: Specific Identification
  • Specific idetification is a costing method which determines a cost for a particular lot of a product. This project takes advantage of the infrastructure provided by Cost Calculation Engine.
Core
2012 (Not Commited)
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Spanish Localization Pack License Availability Information
Invoice Register Book improvements
  • "Invoice Register Books" improved as a way of getting 340 tax report information in a more straightforward way
Commercial Extension Module (zero cost)
Delivered MP1
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Spanish Chart of Accounts new requirements
  • The "Spanish Chart of Accounts" needs to be adjusted to reflect 2009/2010 and 2011 new legal requirements
Open Source Extension Module
Delivered MP1
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New VAT legislation changes related to "Autofactura"
  • These new VAT legislation changes imply that the Invoice Register Books setup must be adjusted
Commercial Extension Module (zero cost)
Delivered MP1
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303 tax report enhancements
  • It should be possible to setup few "input" type data as constant values
Commercial Extension Module (zero cost)
Delivered MP3
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340 tax report
  • 340 tax report submission as a txt file according to Spanish AEAT requirements
Commercial Extension Module (zero cost)
Delivered MP3
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New version of the 349 tax report
  • 349 tax report new version includes "Bienes de Inversión" tax rates
Commercial Extension Module (zero cost)
Delivered MP4
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New version of the 303 tax report
  • 303 tax report new version includes "Bienes de Inversión" tax rates
Commercial Extension Module (zero cost)
Delivered MP4
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Tax Report 190
  • Tax Report 190 submission as a txt file generated according to Spanish AEAT legal requirements
Commercial Extension Module (zero cost)
Delivered MP7
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Tax Report 390
  • Tax Report 390 submission as an xml file according to Spanish AEAT legal requirements.
Commercial Extension Module (zero cost)
Delivered MP7
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new version of the 340 tax report (2012)
  • This version of the tax report supports new legal requirements of Spanish authorities.
Commercial Extension Module (zero cost)
Delivered MP8
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New version of the 347 tax report (2011)
  • This version of the tax report supports new legal requirements of Spanish authorities and is now compatible with Openbravo 3.
Commercial Extension Module (zero cost)
Delivered MP8
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Wholesale Distribution

Wholesale Distribution is one of the two Industries in which Openbravo plans to focus during 2012. Features included in this block have the objective to enhance and streamline the main business flows operated by Wholesale Distributors.

-- License Availability Information
Return of Materials
  • Return of Materials feature includes two different flows:
    • RMC: Return material from customer. This flow manages customer returns orders, the physical inbound of returned materials and the financial settlement for customer refunds
    • RMV: Return material to vendor. This flow manages vendor returns orders, the physical outbound of returned materials and the financial settlement for vendor refunds
Core
Delivered MP6
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Warehouse - Reservations
  • Reservations feature must be improved as described below:#Orders can reserve material in the warehouse as a way of deliver guarantee#Orders coming later won't be able to use the reserved material#This behaviour will apply to material/items quantity on hand as well as material//items quantity coming from a purchase order or a production request.


Core
2012 (Not Commited)
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Warehouse - Picking and Packing rules
  • It should be possible to pick goods following:#different rules such as FIFO,LIFO,FEFO#a logic path within the warehouse and besides#It should be possible to pack goods following logistic rules (Localizations, routes)
Core
2012 (Not Commited)
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Inventory Count List printable
  • The Inventory Count List should be printable in order to allow a proper inventory counting
Core
2012 (Not Commited)
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Wholesale distribution - Stock report does not allow to filter by warehouse
  • Stock report should allow filtering by warehouse by taking into account:#existing, reserved and available stock in every warehouses. In fact, it should be possible to choose any attribute to filter on.
Core
2012 (Not Commited)
Generate Purchase Orders from Sales Orders
  • Purchase orders could be created based on sales orders requirements. This process should fulfil the corresponding purchase orders based on the booked sales orders
Core
2012 (Not Commited)
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Warehouse - ATP
  • Ability to know when I can commit a date to a customer for a specific product depending on the incoming materials, reservations, stock, etc..
Core
2012 (Not Commited)
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Procurement & Sales - Matching

  • A three way matching should be implemented within procurement/sales management processes, therefore order, receipt/shipment, invoice are always matched against each other.
Core
2012 (Not Commited)
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Warehouse - Unit Conversion
  • The ability to manage different UOMs for a particular produc must be implemented. UOM current functionality must be extended.
Core
2012 (Not Commited)
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Wholesale distribution - Out of the box industry widgets
  • Widgets creation for Whosale distribution
Commercial Extension Module
2012 (Not Commited)

Manufacturing

Manufacturing module does not have specific plan for new functionality. Projects are accepted only on a collaborative development basis.

Common Features License Availability Information
Improvements in the Manufacturing module
  • Main are:
    • User interface in the Work Requirement window
    • Ability to create intermediate products on the fly
    • Ability to inherit attributes.
Core Premium Feature (zero cost)
Delivered MP7
Go to documentation


Documentation

Version Upgrade

Upgrade from Openbravo ERP 2.50 is fully supported. Learn how to do it here.

Openbravo 3 supports portability of modules from Openbravo ERP 2.50. This means that modules developed on Openbravo ERP 2.5 can be easily ported to Openbravo 3. Learn how to do it here.

Distribution and Licensing

Openbravo 3 is licensed using Openbravo Public License.

Supported Platforms and System Requirements

The system requirements for Openbravo 3 can be found here.

Retrieved from "http://wiki.openbravo.com/wiki/ERP/Roadmap"

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