User Guide

How to read this document

Welcome to the Openbravo 3 User Guide.

This user oriented document has been designed with the aim of guiding through the process of learning Openbravo 3.

This user guide is split in several parts:

• Part I - Openbravo 3 User Interface
  This part gives an overview of the navigation, grid and form editing, tabs, filtering and interface customization.
• Part II - Openbravo Common Concepts & Processes
  This part provides a summary of concepts and processes common throughout Openbravo.
• Part III - Openbravo Application Areas
  This part details how to setup, operate and analize each Openbravo application area.
• Part IV - Appendix
  This part contains a glossary of the Openbravo main concepts and detailed information of every Openbravo window and field.

Finally, it is important to remark that:

• This document refers to Openbravo 3 Professional Edition.
  Users of other editions, including Basic and Community Edition, can still refer to this document but will find that some sections are not applicable to their product.
• Each Openbravo application area includes additionaly an Advanced Features section that describes features hidden in the default configuration because they are not commonly used.
  These sections describe how to make advanced features accessible and how to setup your Openbravo system to use them.
• This document is not oriented to explain concepts or processes accessible for "specific" roles in an organization, but for a role which has no access restrictions.

Business Flows

There are several key business areas such as planning, procurement, inventory, sales etc., which can be present in an organization or not depending on the nature of its business.
Those key business areas are related between each others, which leads us to the definition of the business flows.

To put us in context, each business flow is listed and briefly explained below:

• Procure to Pay manages the life-cycle of a procure process from the moment the company requests or orders goods, all way through warehouse staff receives the goods and until the supplier invoice is paid.
• Supplier Returns manages the return of goods to supliers for debit or for replacement.
• Order to Cash manages the life-cycle of a sales process, from the moment a customer requests a quotation or orders goods, all way through warehouse staff ships the goods and until the buyer pays the invoice.
• Customer Returns manages the return of goods from customers for credit or for replacement.
• Inventory Accuracy implies inventory tracking and goods movements between storage bins or warehouses as well as the valuation of inventory and stock counting.
• MRP Management manages the material and production requirements of a company, by tracking several inputs such as sales forecast and current stocks levels.
• Production Management is in charge of the managing the making of products that either consist of a few components (bill of materials), or are a result of a more complex production process.
• Projects and Services Management addresses Company's Projects of any type.
• Payables and Receivables Management addresses customer collections and supplier payments.
• Bank Statement to Bank Reconciliation addresses the business process for entering and reconciling bank statements with account payable or receivable transactions and cash balances in the general ledger.
• Period End Close to Financial Report manages daily accounting activities as well as the life-cycle of an accounting period.
  It also allows the business processes for the production of internal and external financial and tax reports.
• Asset Acquisition to Dispose manages global assets life cycle from acquisition to disposition, including depreciation and other write-downs.
• Budget Analysis is all about taking an holistic approach for managing budgets to achieve a single view of the company.

Openbravo 3 User Interface

The user interface of Openbravo has been enhanced, therefore we strongly recommend you to read the link below. Moreover:

• If this is the first time you take a look into Openbravo, this is the right place to get valuable information which will help you at the time you first use Openbravo.
• If Openbravo is not new for you, you will discover new user interface capabilities which will make your daily work activities much more pleasant. New capabilities such as:
  • to have multiple windows or documents open at the same time
  • to be able to search the information you need by using the new filter options you can find at the top of each window grid
  • and much more...

Openbravo 3 User Interface

Common Openbravo concepts & processes

Openbravo 3 has been designed to allow an easy and intuitive way of working.
This approach implies that many concepts and process are common ones, therefore are present all along Openbravo.

This section lists and describes Openbravo concepts and processes with the aim of avoiding that the same concept or process is explained more than once.

Common Openbravo concepts & processes

Openbravo Application Areas

Openbravo is split into different application areas. Each area is represented by a separate folder accessible from the Application menu in the top navigation screen area:

Each business area includes separates folders which collects:

• the setup required for that business area to work
• the transactions which can be executed within that business area
• and the reports which can be launched to get accurate and relevant data about that specific business area.

General Setup

General Setup is the area where basic data such as currencies and countries is stored by default. This is also the area where to configure basic instance settings such as session preferences, alerts, clients and enterprises models.

Master Data Management

Mater Data is a central repository of data where key information such as business partners and products can be created, configured and therefore shared accross other Openbravo application areas.

Procurement Management

Procurement Management supports the management of the orders, goods receipts and purchase invoices as well as the analysis of purchase related data.

Warehouse Management

Warehouses and storage bins can be created and manage in this application area, as well as inventory count and inventory valuation.

Production Management

Production Management monitors the production processes and activities as well as support the analysis of production related data.

Material Requirement Planning

MRP provides the tools to plan and monitor purchase and production planning by tracking several inputs such as sales forecast and current stock levels.

Sales Management

Sales Management addresses the life-cycle of a sales process and besides provides the tools to analyze sales related information.

Project and Service Management

Project and Services Management addresses services and multiphase projects and helps on analyzing project related reports.

Financial Management

Financial Management supports daily accounting activities such as payable and receivable accounts management, assets amortization as well as the opening and closing of periods.

Appendix

Glossary

In Glossary you will find a brief and clear explanation about Openbravo main terms.

Screens Reference

In Screens Reference you will find a single repository of information about all Openbravo screens, fields and entities.