Compiere 3

An essential and concise guide to understanding and implementing Compiere.

Compiere 3

Starting
Andries L Pretorius

An essential and concise guide to understanding and implementing Compiere.
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Book Details

ISBN 139781849510844
Paperback224 pages

About This Book

  • Successfully implement Compiere, the leading open source ERP business solution, to manage and coordinate all the resources, information, and functions of a business
  • Efficiently manage business documents such as purchase/sales orders, material receipts/shipments, and invoices
  • A quick way to evaluate the Compiere software against your needs, or to get a prototype implementation to test with users or management
  • Written in a clear and concise manner, this book follows a business model case-study example enabling you to learn about Compiere fundamentals and best practices along the way

Who This Book Is For

If you are considering or want to easily implement Compiere in your organization, this book is for you. This book will also be beneficial to system users and administrators who wish to implement an ERP system. No previous knowledge of Compiere is required.

Table of Contents

Chapter 1: Evaluating the Compiere System
When do you look at Compiere
Compiere's core ERP functionality
Integrated advanced ERP functionality
Critical ERP decision factors
Do you evaluate Compiere differently because it is open source?
Compiere editions
Getting more information
Summary
Chapter 2: The Initial Compiere Setup
Compiere Terminology
Compiere setup overview
The Compiere menu and windows
Initial set-up process
Understanding Unit of Measures (UOM) and conversions
Document sequences
Creating a user
Set up roles
Summary
Chapter 3: Customers and the Sales Process
The Sales Overview
Defining your business partners
Sales order to invoice processing
Order and invoicing reports
Summary
Chapter 4: Product and Material Management
The product definition
Material Management
Summary
Chapter 5: Procurement Management
The Procurement flow
Matching the Purchase Order, Receipt, and Invoice
Vendor payments
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
Accounting info view
Open item management
Cash management and banking reconciliation
Unposted documents
Financial reporting
Summary
Chapter 7: Advanced Aspects
The Compiere Application Dictionary (AD)
Setting up a Compiere menu item
Adding a new field to a window and database
Setting up a basic approval workflow
Summary
Chapter 8: Project Planning for Go-Live and Beyond
Managing people (and the project) for success
Technical and infrastructure go-live
The go-live milestone
Post implementation
Keeping up-to-date: Compiere migration
Summary

What You Will Learn

  • Explore the critical factors that you must use to evaluate an ERP system
  • Manage and monitor your Compiere instance
  • Deal with all the aspects of sales process management relating to master data management, order fulfillment, invoicing, and shipments
  • Learn about material management in Compiere including Warehousing, adjusting product quantities, and moving inventory
  • Create procurement documents including order requisitions, purchase orders, material receipts, vendor invoices, and vendor payments
  • Effectively handle post-production activities and documents such as quotations, bank statements, sales orders, shipments, and invoicing
  • Explore advanced aspects including User and security setup, application dictionary and workflow processes.
  • Plan your project implementation and beyond.

In Detail

Compiere is a world leading open source commercially supported ERP system. Very large companies have already chosen Compiere over traditional systems. By its nature ERP is a complex subject and while you may be familiar with ERP this book will introduce you to the concepts of Compiere. Here you will learn the Compiere essentials quickly and concisely.

The aim of this book is to get you up and running with Compiere through a practical hands on approach. This book will also give you an overview of the main Compiere business process aspects. This book will help you get comfortable with using and exploring the Compiere system as you prepare for a roll out in your organization.

Maturing from an open source project to a leading edge competitor in the ERP space, Compiere offers what other traditional big name systems lack. Offering its best of class functionality on a model driven architecture,  the latest enterprise platform independent web technologies (GWT, Java, JBoss, Oracle, Postgress), while maintaining openness, value, flexibility, scalability and most of all an integrated ERP platform that can be extended upon with ease.

In this book we will introduce you to understanding Compiere functionality exploring the different essential business processes. We will cover the setup, the business processes of sales, purchasing, inventory, financial management as well as advanced aspects like workflow, project planning and migration.

Every chapter is illustrated by example so as to facilitate quick and practical reading. This is not a Java programming manual and the book’s aim is to take your basic knowledge of the ERP environment and ensure a proper practical understanding of the critical functional aspects during the Compiere implementation process.

Authors

Table of Contents

Chapter 1: Evaluating the Compiere System
When do you look at Compiere
Compiere's core ERP functionality
Integrated advanced ERP functionality
Critical ERP decision factors
Do you evaluate Compiere differently because it is open source?
Compiere editions
Getting more information
Summary
Chapter 2: The Initial Compiere Setup
Compiere Terminology
Compiere setup overview
The Compiere menu and windows
Initial set-up process
Understanding Unit of Measures (UOM) and conversions
Document sequences
Creating a user
Set up roles
Summary
Chapter 3: Customers and the Sales Process
The Sales Overview
Defining your business partners
Sales order to invoice processing
Order and invoicing reports
Summary
Chapter 4: Product and Material Management
The product definition
Material Management
Summary
Chapter 5: Procurement Management
The Procurement flow
Matching the Purchase Order, Receipt, and Invoice
Vendor payments
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
Accounting info view
Open item management
Cash management and banking reconciliation
Unposted documents
Financial reporting
Summary
Chapter 7: Advanced Aspects
The Compiere Application Dictionary (AD)
Setting up a Compiere menu item
Adding a new field to a window and database
Setting up a basic approval workflow
Summary
Chapter 8: Project Planning for Go-Live and Beyond
Managing people (and the project) for success
Technical and infrastructure go-live
The go-live milestone
Post implementation
Keeping up-to-date: Compiere migration
Summary

Book Details

ISBN 139781849510844
Paperback224 pages
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