Professional Localization Australia
Welcome to the professional edition wiki page of the professional localization for Australia.
The professional edition of the Australian professional localization contains the following listed modules:
| Project Name | Module Name | Functionality | User Manual |
| Australia - Community Localization Pack | Australia: Community Localization Pack | Community pack provides chart of accounts, region, payment method and tax data | Community Localization Australia |
| Australia - Activity Statement | Australia: Activity Statement | This module provides reports that are required to be submitted to the ATO (BAS, IAS, PAYG, etc) | Activity Statement Australia |
| Australia - Bank Account Format | Australia: Bank Account Format | This module enables bank account numbers to be entered using the standard Australian format (BSB and account number) | Bank Account Format Australia |
| Australia - Document Templates | Australia: Document Templates | This module provides templates for printing documents that meet Australian requirements. | Document Templates Australia |
| Australia - Template | Australia: Localization Template | This template changes the location selector used by the core modules to the Australian localised version | Template Australia |
| Australia - Locations | Australia: Locations | This module provides a location selector that displays the address fields using Australian conventions | Locations Australia |
| Australia - Setup | Australia: Setup | This module provides functions to aid with the setup of a new client using the Australian localisation | Setup Australia |
| eintel: Payment Export | eintel: Payment Export | This module allows Payments Out to be exported to an ABA file for bulk import and processing by a bank | Payment Export Eintel |
The localization pack also depends on the following modules (which provide functions that are used by the localisation):
| Project Name | Module Name | Functionality | User Manual |
| eintel: Utilities | eintel: Utilities | This module provides a library of utility classes for common functions. It is designed to be used by other modules. | Eintel Utilities |
| eintel: Jasper Report Service | eintel: Jasper Report Service | This module provides enhancements and extensions to the standard Openbravo Jasper Reports functions. | Eintel Jasper Report Service
|
Contents |
Introduction
The objective of this pack is to provide basic Australian features such as:
- Activity Statement
- Bank Account Format
- Document Templates
- Templates
- Locations
- Setup
- Payment Export
Also included is the features provide in the Community Localization Pack which can be found here.
This pack was created and is maintained by Enterprise Intelligence Systems Pty Ltd, a certified partner and the official Openbravo localization partner for Australia.
Contributions from any interested parties are welcome and will be incorporated if appropriate.
If you wish to contribute, please get in touch with Ben Sommerville at ben@eintel.com.au
Pack Installation Guide
The steps required to install the professional version of the Localization for Australia are described below:
1. Logon to the system with as a System Administrator.
2. Once under the System Admin login, go to General Setup -> Application -> Module Management as shown below, or just type "Module Management" in the Quick Launch.
3. Now search for the professional pack of the Australian Localization, by clicking on the "Add modules" tab, entering "Australia", and clicking the search button.
Remember to properly configure the maturity status in the "Settings" tab, field "When searching for new modules, accept versions of the following status or higher", which should be "Confirmed Stable" for the latest stable version.
4. Once the pack is found, click on "Install Now". This will display a window with the details of the modules included in the pack. Click on Continue.
Next, after accepting all license agreements, the system will display information about the modules that are going to be installed. Press OK.
5. Finally it is required to rebuild the system in order for the changes to take affect. Click on "rebuild now".
The rebuild process will take between 5 and 250 minutes, depending on the capabilities of your server.
When the process is completed a window confirms that the installation is completed successfully. Click on Continue.
Pack Updates
Over time new versions of the pack will be released to incorporate bug fixes, new features or new reference data.
The new versions of the pack will then be released on the Central Repository.
The following steps describe how to apply the update of the Community Localization Pack.
1. Login into the system under System Administrator login.
2. Go to General Setup -> Application -> Module Management.
3. Click on Scan For Updates to check if new versions are available.
Remember to properly configure the maturity status in the "Settings" tab, field "When doing scan for updates, accept versions of the following status or higher", which should either be "QA Approved"
or "Confirmed Stable".
4. System scans for the updates and shows a message with the <No of updates> available.
5. To apply the updates we have to click on "Install Updates Now". Updates of individual modules can also be applied by clicking on "Install Now" in the Description section of the module under Update.
6. When this process is complete, the system indicates that the updates have been applied. We need to recompile the system to apply the changes.
7. Rebuild the system by clicking on "Rebuild Now". This process will take some time.
8. Restart the servlet container. Click on "Continue".
Professional Localization Modules
Once the pack is installed all the professional modules included are also installed.
This pack includes some data that is included as "reference data":
- Activity Statement Forms - definitions for the different types of BAS and IAS forms that are used for reporting to the Australian Tax Office .
- Activity Statement Templates - templates for printing the activity statements.
- Payment Export Execution Process - definition of the payment process used to export payments to ABA file format.
Community Localization Pack
Refer to the Community Localization Pack documentation here.
Activity Statement
Activity statement module provides various reports that a business is required to submit to the ATO (BAS, IAS, etc). See Activity Statement Australia for setup instructions
Bank Account Format
The Bank Account Format module adds a new Bank Account Format type for Australian localization.
This new format can be used on
- Financial Account
- a Bank Account record from the Business Partner -> Bank Account tab.
Document Templates
The Document Template module adds a setup process that will create the report templates for all the Australian localised documents.
When this process is run it should
- Loop through all the defined document types in the system
- Determine if there is an Australian template for that document type
- If so check if there is already a report template record defined for the Australian document (and skip further processing)
- Create an Australian document template (with active = false)
- Check the if the current active template is set to the default report. If so then make this template inactive and the Australian one active
Template
The template module is used to update the default location selector reference fields.
The template sets the reference fields to the new selector mentioned below throughout the system.
Locations
Provides a location selector that uses Australian Address formats and terms.
Australia Setup
The Setup Australia module adds processes for creating:
Payment Export
The Payment Export module is used to create and export Australian Bankers Association (ABA) files to be submitted with Banks to allow for batch transactions.
Update Reference Data
If a new version of reference data is available then we need to update our reference data by applying it to the same Organization it was initially applied.
1. Login as the Admin of the Client for which the reference data needs to be updated.
2. Go to General Setup -> Enterprise Model -> Enterprise Module Management.
3. Under Reference Data select the reference data to update.
4. Once the data is updated, "process successfully completed" message is displayed. All the changes are listed below.
5. Follow the same steps for rest of reference data, if applicable.
Roadmap
The Australian Localization Roadmap has the functionality planned and scheduled release dates.
Please put in your suggestions either on the Localization Australia Forum or in the discussions around the roadmap page.
Additional Information
Defects, design defects or new feature suggestions need to be reported through the Openbravo Bug Tracking system, "Openbravo Localizations" project, "Localization Australia" category.
Questions, comments or whatever other kind of input can be submitted through the Forum []
For additional information, please contact "ben.sommerville@eintel.com.au"