User Manual 2.2

Application Dictionary

Metadata is defined in the application dictionary. In this module reports, processes, and application forms are discussed in order show how to access them throughout the menu or windows buttons. Also defined are all the windows that are being constructed automatically while compiling the application. For that reason it is necessary to include the corresponding database tables and columns. Finally, using the Application Dictionary, it is also possible to design and customize application windows.

System Admin

Table and Column

Window, Tab & Field

Element

Field Group

Reference

Callout

Validation Rule

Auxiliary Input

Form

Report & Process

Message

Text Interfaces

General Rules

System Rules

Client Rules

Organizational Rules

Data

Partner Relations

The Partner Relations module allows the user to define all customers, vendors, anyone else with whom the company interacts. The correct management of data is essential for guaranteeing coherence and accuracy when using the application.

There are three types of business partners: customers, vendors, and both. One business partner may be more than one type of partner.

Information regarding third parties includes the following: names, addresses, invoice methods, taxes, reports, payment conditions, bank accounts and accounting, credit limit, etc.

Business Partner

Business Partner Rules

Interest Area

Product Management

The Product Management module allows the user to group and organize all products, whether it be those made by the organization or those purchased and sold by the organization. Product Management module include the following features:

Product Management Rules

Product

Physical Inventory

Inventory Move

Material Transaction (indirect use)

Reports in Product Management

Procurement

Procurement refers to the overall process of acquiring a product or service. Depending on the circumstances, it may include some or all of the following:

Purchase Order

Material Receipt

Invoice (Vendor)

Material Receipt Pending

Reports in Procurement

Sales Management

Sales Management includes all processes related to the sale of products. Depending on the situation, sales management may include the following:

Sales and Marketing Rules

Sales Order

Simple Sales Order

Update Price List from Orders

Shipment (Customer)

Generate Shipments (manual)

Generate Shipments

Invoice (Customer)

Generate Invoices (manual)

Generate Invoices

Print Invoices

Commission run

Change Order Organization

Reports in Sales Management Receivables & Payables The Openbravo ERP Receivables & Payables module allows the management of all the financial and economic operations of the company. The Receivables & Payables module includes the following features: Remittance Type, Remittance & Remittance Cancel Debt Payment Management Settlement Manual Settlement Cash Journal Bank Statement Cash-Bank Operations Reports in Receivables and Payables Financial Management Accounting Rules Accounting Fact Details GL Journal Budget Accounting Reports Window Generate Excel from Budgets Create Accounting Report Reports Manufacturing The Openbravo ERP Manufacturing module helps users setup and model a complete production structure for their organizations. It is divided into four sub-modules: 1) production; 2) maintenance; 3) cost centers; and 4) quality. The Manufacturing module includes the following features: Production Rules Process Plan Work Requirements Work Effort Control-Point Measure Periodic Control Gathering Reports in Manufacturing and Production Project/Service Management Project Type Project (Service) Project - Budget Expense Reporting Project/Service Reports