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User Manual 2.2/zh tw

Openbravo
Openbravo


欲列印此手冊 (英文版),請連結 single page.


Contents

關於使用者手冊

使用者手冊第 1.0 版的目的是為了定義系統的視窗和頁籤。這可以讓使用者在入門階段就清楚地了解到 Openbravo 能做什麼以及不能做什麼。

目前的結構 (current structure) 是設定來提供 觀念上的定義 (concept definitions), 頁籤的定義 (tab definitions), 以及 流程資訊 (process information). 使用者會看到這個結構的兩種型態:關於規則的章節中及本文件的其它部分。

此使用者手冊的其它版本將會包含欄位定義、新特色 (features) 及功能、以及基本流程更詳細的說明。這些流程將會被納入我們的線上展示 (online demo) demo.openbravo.com 之中。

使用者界面

本章節用來解釋使用者和應用程式之間的溝通介面,內容包含清單功能(工具列、命令、頁籤及按鈕)、視窗功能以及共用功能。

Image:MenuInfo.gif 登入 (Logging in)
Image:Menu.gif 清單功能 (Menu Functions)
Image:Menu.gif 應用程式清單 (Application Menu)
Image:MenuInfo.gif 視窗清單 (Window Functions)
Image:MenuInfo.gif 共用清單 (Common Functions)
Image:MenuInfo.gif 流程按鈕 (Process Buttons)

應用程式目錄

應用程式字典中定義了中介資料。報表、流程和應用程式表單都會在本介紹中提到,以便於了解如何透過清單或視窗按鈕存取這些模組。編譯過程中所有自動產生的視窗也在此加以定義,也因此,這部分的說明會包含資料表和其欄位。最後,應用程式目錄可用於設計和客製應用程式視窗。

Image:MenuVentanas.gif 資料表及其組成欄位
Image:MenuVentanas.gif 視窗、頁籤和欄位
Image:MenuVentanas.gif 元素
Image:MenuVentanas.gif 欄位群組
Image:MenuVentanas.gif 參考
Image:MenuVentanas.gif 觸發程序
Image:MenuVentanas.gif 驗證規則
Image:MenuVentanas.gif 輔助輸入
Image:MenuVentanas.gif 表單
Image:MenuVentanas.gif 報表及流程
Image:MenuVentanas.gif 訊息
Image:MenuVentanas.gif 文字介面

通用規範

Image:CarpetaAbierta.gif 系統規範
Image:CarpetaAbierta.gif 用戶規範
Image:CarpetaAbierta.gif 組織規範
Image:CarpetaAbierta.gif 資料

夥伴關係

夥伴關係模組允許使用者定義所有的客戶、供應商、債權人、員工、及任何和公司互動的個體。正確地管理這些資料對於本系統的連貫性和精確度非常重要。

有三種商務夥伴關係:客戶、供應商及員工。任一個商務夥伴可能同時具有超過一種以上的夥伴關係。

與協力廠商有關的資訊包含以下所列:名稱、地址、出貨方式、稅、報表、付款條件、銀行帳戶以及帳目、折扣、折讓等。


Image:CarpetaAbierta.gif 商務夥伴
Image:CarpetaAbierta.gif 商務夥伴規範
Image:CarpetaAbierta.gif 關注範圍

產品管理

產品管理模組允許使用者群組及安排所有的產品,不論該產品是自製的、採購而來的,或是準備要銷售的。產品管理模組包含了以下的特色:

Image:CarpetaAbierta.gif 產品管理規則
Image:MenuVentanas.gif 產品
Image:MenuVentanas.gif 實體存貨
Image:MenuVentanas.gif 存貨調撥
Image:MenuVentanas.gif 物料交易(間接使用)
Image:MenuInformes.gif 產品管理相關報表


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:

Image:MenuVentanas.gif Purchase Order
Image:MenuVentanas.gif Material Receipt
Image:MenuVentanas.gif Invoice (Vendor)
Image:MenuFormularios.gif Material Receipt Pending
Image:MenuInformes.gif 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:


Image:CarpetaAbierta.gif Sales and Marketing Rules
Image:MenuVentanas.gif Sales Order
Image:MenuVentanas.gif Simple Sales Order
Image:MenuProcesos.gif Update Price List from Orders
Image:MenuVentanas.gif Shipment (Customer)
Image:MenuFormularios.gif Generate Shipments (manual)
Image:MenuProcesos.gif Generate Shipments
Image:MenuVentanas.gif Invoice (Customer)
Image:MenuFormularios.gif Generate Invoices (manual)
Image:MenuProcesos.gif Generate Invoices
Image:MenuProcesos.gif Print Invoices
Image:MenuVentanas.gif Commission run
Image:MenuProcesos.gif Change Order Organization
Image:MenuInformes.gif 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:


Image:CarpetaAbierta.gif Remittance Type, Remittance & Remittance Cancel
Image:MenuVentanas.gif Debt Payment Management
Image:MenuVentanas.gif Settlement
Image:MenuVentanas.gif Manual Settlement
Image:MenuVentanas.gif Cash Journal
Image:MenuVentanas.gif Bank Statement
Image:MenuProcesos.gif Cash-Bank Operations
Image:MenuInformes.gif Reports in Receivables and Payables

Financial Management

Image:CarpetaAbierta.gif Accounting Rules
Image:MenuVentanas.gif Accounting Fact Details
Image:MenuVentanas.gif GL Journal
Image:MenuVentanas.gif Budget
Image:MenuVentanas.gif Accounting Reports Window
Image:MenuInformes.gif Generate Excel from Budgets
Image:MenuProcesos.gif Create Accounting Report
Image:MenuInformes.gif 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:


Image:CarpetaAbierta.gif Production Rules
Image:MenuVentanas.gif Process Plan
Image:MenuVentanas.gif Work Requirements
Image:MenuVentanas.gif Work Effort
Image:MenuVentanas.gif Control-Point Measure
Image:MenuVentanas.gif Periodic Control Gathering
Image:MenuInformes.gif Reports in Manufacturing and Production

Project/Service Management

Image:MenuVentanas.gif Project Type
Image:MenuVentanas.gif Project (Service)
Image:MenuVentanas.gif Project - Budget
Image:CarpetaAbierta.gif Expense Reporting
Image:MenuInformes.gif Project/Service Reports

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Category: UserManual 10 tw