User Manual 2.3/SinglePageView

Preface

About this User Manual

The Openbravo User Manual 2.3 is designed for user who are new to Openbravo and who want to discover the usability and functionalities of Openbravo ERP from the theoretical side. Readers do not require any programming and software development knowledge.

The User Manual 2.3 has been designed with the idea of being "open" - any person can add value and share knowledge by adding content directly on the Wiki.

Core Features

Openbravo consists of functional modules which represent specific ERP functions. These are the following:

• Master Data Management
• Procurement Management
• Warehouse Management
• Production Management
• Materials Requirement Planning (MRP)
• Sales Management
• Project and Service Management
• Financial Management

What's New in the User Manual 2.3

• Changes in the Application Menu
  • New Modules:
    • Materials Requirement Planning (MRP)
    • Warehouse Management
  • A new Master Data Management Module combining the Partner Relations and the Product Management
  • A modified Financial Management Module now consisting of the Receivables & Payables, and the Accounting.
  • The word "Rules" changed for "Setup"
  • A new organization modules content into Transactions, Setup, and Analysis Tools folders.

• New User Interface
  • New design for the integrated layout of the Menu and the Work Area.
  • New modern and professional design.
  • Skinable.
  • Application Homogenization.
  • Menu:
    • Editable User Preferences button
    • The Close Application button
    • The fold and unfold buttons
    • Navigable Alerts Zone
    • New accordion design of the Application Menu.
    • Differenciated icons for various types of windows for an easier localization of those.
  • Work Area in the Edition Mode
    • New Navigation Bar with breadcrumb and common actions used in all the application windows.
    • New Toolbar with unique buttons for all the application windows.
    • New Lateral Bar on the left of the Work Area allowing to change between edition/relation view, and hide the Menu.
    • New design of Tabs, showing only the ones directly accessible.
    • Clearer and better arranged design of the windows.
    • Homogenization of all the manual windows.
    • Live check of the data introduced by the user.
    • Messages Area in order to centralize the visualization of the User Messages.
    • Homogenization of the Working Area Buttons design.
  • Work Area in the Relation Mode
    • Correct visualization both in the Internet Explorer and FireFox.
    • New Dojo Grid based on AJAX functions.
    • The transparent data loading not seen by the user.
    • The ability of multiple data arrangement
• Openbravo integration with Jasper Reports

Related Documentation

• Developers Manual
• User Manual v1.0
• Openbravo 2.31 beta Release Notes

Getting Started

Accessing Openbravo

You access Openbravo through a Web browser.

To log into the application: 1. Enter your Openbravo URL in the address bar of your browser. The login window will display. In case the login page does not display, verify your URL, or contact your system administrator. 2. Enter your user name and password. The user name and password are assigned by the system administrator. If you don´t know your user name and password contact your system administrator.

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3. Click login The Openbravo Home page displays.

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Setting Your Preferences

Typically, the System Administrator configures the application settings for all the users. Those include roles, passwords, access to windows, tabs, and fields, etc.

However, as a user, you can edit some of the settings such as language, organization, entity, and role you want to work with by default.

To change the default login settings: Click on the User Preferences button and check the Set as default option.

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To change your passwords: Click on the User Preferences button and go to Change password option.

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Navigating the Openbravo User Interface

This chapter explains more in depth the communication interface between the user and the application. It consists of a description of menu functions (toolbar, commands, tabs and buttons), windows functions and common functions of the application. The goal of this chapter is to enable you to work more efficiently with Openbravo.

Introduction

In order to understand better the Openbravo User Interface it is important to know what is what in the application.

On the left of the screen the user can see the Menu, which can be hidden using the arrow

• The Menu is used for navigation. In the Menu the user will find all the windows, processes, and reports depending on the role used.

• The Menu contents depends on the user's role. For example, one user can have various roles and see different things with each. Users and roles are usually created and maintained by the System Administrator. See more about the Menu

Entering the Menu and clicking on any selected window the following will appear on the top of the screen:

• Navigation Bar with breadcrumb and common actions used in all the application windows.
• Toolbar with unique buttons for all the application windows.

The part to the right from the Menu is called Work Area, where, depending on the view mode the user either inputs data, performs transactions, views reports, or browses the records. See more about the Work Area

Menu

Modules Organization

Modules are organized into folders in order to help the user to differentiate setup windows from the windows where real transactions are performed, or where data is analyzed.

	Transactions
	Setup
	Analysis Tools

Editable User Preferences

When you click on User Preferences a pop-up window appears which allows you to: See the current role information. Change the session options such as role, entity, organization, language you want to work with. Set your default session options . Change your password.

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Close Application Button

With just one click you can close the application.

Fold and Unfold Buttons

With one click you can unfold the menu and, using the browser's CTRL+F Find feature, you can search for any element of the menu without needing to click through the whole menu.

Navigable Alerts Zone

An alert is a notification that informs or warns its recipients about a critical or very important situation that has arisen. With one click you can see and edit all your active alerts.

More about Alerts

Work Area

In the work area you can view and edit the data of all the selected elements of the application menu.

View Modes

All the application windows can be displayed in two modes - edit mode and grid mode.

Edit Mode

The edit mode window is used for editing records and performing transactions. Note: The colour of the pencil changes to red when the data in the window has been changed. This is a useful reminder that the record needs to be saving before moving on to another record.

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Grid Mode

The grid mode window is used for browsing multiple records. Keep in Mind: In grid mode you can sort by multiple variables. If you want to sort just click on the column heading of a selected variable. For the multiple variable sorting push SHIFT and click on another variable.

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Navigation Bar

The Navigation Bar with breadcrumb and common actions used in all the application windows.

	Back	Go to the previous record.
	Reload	Refresh the record you are working on.
	About	View the information about your Openbravo version, licences, and translations.
	Help	Go to the editable online help.

What is a breadcrumb?

A navigable path allowing the users to keep track of their location in the application.

Toolbar

The Toolbar with unique buttons for all the application windows has the following functions, which depend on the entered window:

	New	Create a new record
	Save and Grid	Save the current record and go to the relation view
	Save and New	Save the record and go to a new record
	Save and Next	Save the record and go to the next record
	Save	Save the record and maintain the active record displayed
	Erase	Erase the record
	Undo	Refresh the window and revert changes
	Go to First Record	Move to the first record in the related group
	Go Back One Record	Move to the previous record in the related group
	Go Forward One Record	Move to the next record in the related group
	Go to Last Record	Move to the last record in the related group
	Export to Excel	Export content to excel
	Export	Export content to csv. file
	Export to PDF	Export content to pdf. file
	Order Records	Select field order on the tab
	Show Filter	Show the filter records window
	Find	Find a Record
	Organize the Menu	Assign the place for the selected record in the tree structure of the menu
	Attach a File	Attach a file to the active record
	View Attached Documents	View the documents attached to the selected record
	Print	Print the selected record

Working Area Buttons

Through different editing windows, users have additional buttons which help in filling in forms, completing reports, etc.

	Product
	Project
	Account
	Accounting Dimension
	Locator
	Attribute
	Business Partner
	Order
	Order Line
	Shipment/Receipt
	Payment
	Assets
	Calendar
	Calculator
	Results Online
	Results in pdf. Format
	Results in html. Format
	Stock
	Time
	URL
	Password
	Invoice
	Invoice Line
	Details

User Messages

User Messages are displayed centrally and their function is to inform or warn the user about some occurring situation in the application. There are four different types of user messages.