Compiere 3

Table of Contents

• Preface

• Chapter 1: Evaluating the Compiere System
  • When do you look at CompiereCompiere's core ERP functionality
    • Compiere system administration
    • Sales cycle to accounts receivable
    • Purchasing cycle to accounts payable
    • Business partner management
    • Financial Accounting Management
    • Cash management
    • Customer Relationship Management
    • Inventory and material management
    • Light Production
  • Integrated advanced ERP functionality
  • Critical ERP decision factors
    • Budget
    • Up-front functional design and data relationships
    • Static out-of-the-box versus dynamic flexible ERP
    • Internal learning curve and time availability
    • Enterprise readiness
    • Technology
    • Personal career aspirations
    • Brand Loyalty
  • Do you evaluate Compiere differently because it is open source?
    • It must meet your functional needs
    • It must offer the Assurance Support Levels to suit your needs
      • Community-supported edition
      • Paid-for enterprise editions
    • It must provide an open source advantage
  • Compiere editions
  • Getting more information
    • Getting Compiere
  • Summary

• Chapter 2: The Initial Compiere Setup
  • Compiere Terminology
  • Compiere setup overview
    • Starting and stopping the Application Server
    • Launching Compiere and logging in
      • Desktop launch
      • Web launch
  • The Compiere menu and windows
    • The Compiere menu
    • Compiere transaction window
  • Initial set-up process
    • Defining the account elements (Chart of Accounts) import
    • Setting up a tenant
    • Defining the calendar, year, and periods
    • Setting up your organizations
    • Setting up your warehouses and locators
    • Set up and verify your account element tree
    • Setting up and verify your accounting schema rules
      • Accounting Schema overview
      • Account Combinations and aliases
  • Understanding Unit of Measures (UOM) and conversions
  • Document sequences
  • Creating a user
  • Set up roles
    • Creating a role
  • Summary

• Chapter 3: Customers and the Sales Process
  • The Sales Overview
  • Defining your business partners
    • Proxy business partners
    • Linked organization business partners
    • Credit management
    • Entering leads and converting to business partners
  • Sales order to invoice processing
    • Sales order delivery rules
    • Sales order invoicing rules
      • Manually generating invoices from orders
      • Batch generation of invoices
    • Document status and actions
      • Reporting on open orders
      • Finding sales order documents
      • Zoom on field names
    • Order info view
  • Order and invoicing reports
    • User list reporting with or without querying
    • Return Material Authorization (RMA)
      • RMA category
      • Return policies
      • Customer RMA (Return Material Authorizations)
      • Return credit memo
      • Distribution runs
    • Sales processing accounting consequences
      • Default accounts
      • Receivables accounts
      • Revenue accounting
      • Cost of sales accounting
      • Tax accounting
      • Summary of the accounts posting
  • Summary

• Chapter 4: Product and Material Management
  • The product definition
    • Describing a product
    • Setting up a Product
    • Price Lists
      • Pricing logic flow
      • Illustrating a price list increase
      • Pricing Decimal Precisions
    • Managing Products as Services
  • Material Management
    • Warehouse Overview
    • Adjusting Product Quantities
      • Physical Inventory Entry
      • Internal Use Inventory
    • Moving Inventory
      • Material Shipments to Customers
      • Material Receipts from Vendors
      • Internal Inventory Move
      • Product Replenishment
    • Product Costing and Accounting
    • Typical Accounting of product warehouse transactions
    • Basic Product Reports Available
    • Product Info Window
  • Summary

• Chapter 5: Procurement Management
  • The Procurement flow
    • Requisition documents
    • The Purchase Order
    • Capturing the Purchase Order
    • Material Receipt
      • Capturing the Material Receipt
    • Accounts Payable (AP) invoice
    • Capturing the AP invoice
      • Invoices for expense items (charges)
  • Matching the Purchase Order, Receipt, and Invoice
    • Manually matching lines
  • Vendor payments
    • Batch processing
    • Manual selection of invoices for payment
  • Returns to vendors
  • Compiere accounting for Procurement
  • Procurement reports
  • Summary

• Chapter 6: Compiere Financial Management
  • Accounting terminology in Compiere
  • Understanding the accounting entry
  • Accounting setup flow
    • Calendar year and period
    • Account elements
    • Accounting schema and information dimensions
    • General Ledger (GL) document types
      • Rules in processing accounting documents
  • Accounting info view
  • Open item management
    • Payment selection—Paying vendors
    • Accounts Receivable and Payable Ledger Reconciliation
  • Cash management and banking reconciliation
    • The Bank in transit account reconciliation
    • Posting General Ledger journals (GL journals)
  • Unposted documents
  • Financial reporting
    • Financial reporting hierarchy
    • Running the financial report
    • Other available financial reports
  • Summary

• Chapter 7: Advanced Aspects
  • The Compiere Application Dictionary (AD)
    • Table and columns
    • System elements
    • Validation rules
    • Reference
    • Windows, Tabs, and Fields
    • Forms
    • Info windows
    • Report Views
    • Reports and processes
  • Setting up a Compiere menu item
  • Adding a new field to a window and database
    • Adding our custom field to the Order window
  • Setting up a basic approval workflow
    • Illustrative workflow example
    • Defining a custom node in a workflow
    • Testing the workflow
  • Summary

• Chapter 8: Project Planning for Go-Live and Beyond
  • Managing people (and the project) for success
    • Finish with the people you start with
    • The people you start with are not necessary the people you end-up with
    • Project communication and follow up
    • Project documentation control
  • Technical and infrastructure go-live
    • Hardware and environment for development and testing
    • Hardware and environment for production
      • Hosted versus on-premise installation
      • Stress testing and performance tuning
      • Network and security environment
      • Backup-strategy
  • The go-live milestone
    • The technical go-Live
    • The functional go-live
  • A Compiere standard implementation project plan
    • The Compiere pre-implementation project plan
    • The implementation project plan
    • The go-live milestone project plan

• Post implementation
  • Finishing off the project and closure
  • Change management of production environments
  • Supplier Service Level Agreement (SLA) management

• Keeping up-to-date: Compiere migration
  • What is migration?
  • How does migration work?
  • Application Dictionary (AD) changes
    • Keeping AD changes after the migrate
  • Planning for the migration

• Summary

• Index

Andries L Pretorius

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