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Projects:Revenue Cognition/Technical Documentation

Contents

Revenue recognition module - Technical Documentation

Overview

This document will explain the proposed technical solution to build the module for the revenue recognition.

Current status

Currently the 2.50 version does not support the revenue recognition, so the user is not able to enter revenue plans or view revenue report to analyze the status of the company. The customization done at OB@OB contains this functionality, as explained in the specifications, so the purpose of this technical documentation is to find out and describe which windows, PLSql's, Reports, tabs, fields etc were done to achieve this functionality once identified these fields all will take part of a module named "Revenue Recognition"

New Standard windows

To achieve the revenue recognition module a new standard window in needed

Revenues Plan

Related with this window a new table will be created the named of the table is going to be C_INCOME

Changes in existing Standard windows

Product

Sales Order Line

New Process

To Allow the user to generate shipment selecting only sales order lines the process Generate Shipment from orders was created. You can find this process in: Sales management || Transactions || Generate Shipments from order lines

To manage this new process find the new files in the module folder org.openbravo.revenuerecognition.module/src/org/openbravo/revenuerecognition/module/ad_forms

Also the same thing for the process named Generate invoices that is also included in the standard version but since it has some changes is also included in the module (find these file in the same path as Generate Shipments from order lines)

New Reports

To allow the user to analyze all the data regarding with the revenue recognition three new reports were added to the standard application. All the reports were manual reports

Report Sales by Month

In application dictionary side a new menu entry will be added Report Sales by Month, also a new report is going to set up Report Sales by Month and the process class is the following org.openbravo.openbravoatopenbravo.module.ad_reports.ReportSalesNewJR Also there will be added all the files needed by the report to work for instance (to show the filter window, the sql to get the data, and also the jasper template)

org.openbravo.openbravoatopenbravo.module.ad_reports.ReportSalesNew_Excel.xml org.openbravo.openbravoatopenbravo.module.ad_reports.ReportSalesNew_Excel.html

Report Revenues by Month

In application dictionary side a new menu entry will be added Report Revenues by Month, also a new report is going to set up Report Revenues by Month and the process class is the following org.openbravo.openbravoatopenbravo.module.ad_reports.ReportIncomeNewJR Also there will be added all the files needed by the report to work for instance (to show the filter window, the sql to get the data, and also the jasper template)

Report Invoicing by Month

In application dictionary side a new menu entry will be added Report Invoicing by Month, also a new report is going to set up Report Invoicing by Month and the process class is the following org.openbravo.openbravoatopenbravo.module.ad_reports.ReportInvoiceNewJR Also there will be added all the files needed by the report to work for instance (to show the filter window, the sql to get the data, and also the jasper template)

Modified Standard Processes

Naming exceptions within the module

Some of the Functions, tables and column that were used in the customization does not fit the 2.50 modularity naming conventions. So this resources should be included into the module definition naming exceptions.

Tables

Columns

Foring Keys

Functions

View

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