Openbravo erp 实施笔记.doc

Openbravo 实施笔记1. 系统环境搭建1.1. Ubuntu10.4 光盘安装1）更新源 sudo cp /etc/apt/sources.list /etc/apt/sources.list.baksudo vi /etc/apt/sources.listrootguide源，Ubuntu官方上海源，提供 Kernel，Hiweed，ubuntu deb /Ubuntu/ lucid main universe restricted multiversedeb-src /Ubuntu/ lucid main universe restricted multiversedeb /Ubuntu/ lucid-security universe main multiverse restricteddeb-src /Ubuntu/ lucid-security universe main multiverse restricteddeb /Ubuntu/ lucid-updates universe main multiverse restricteddeb /Ubuntu/ lucid-proposed universe main multiverse restricteddeb-src /Ubuntu/ lucid-proposed universe main multiverse restricteddeb /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-updates universe main multiverse restricted网易开源镜像站,提供 FreeBSD，OpenBSD，archlinux，centos，cygwin，debian，Fedora，gentoo，kernel，openSUSE，slackware，Ubuntu deb /Ubuntu/ lucid main universe restricted multiversedeb-src /Ubuntu/ lucid main universe restricted multiversedeb /Ubuntu/ lucid-security universe main multiverse restricteddeb-src /Ubuntu/ lucid-security universe main multiverse restricteddeb /Ubuntu/ lucid-updates universe main multiverse restricteddeb /Ubuntu/ lucid-proposed universe main multiverse restricteddeb-src /Ubuntu/ lucid-proposed universe main multiverse restricteddeb /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-updates universe main multiverse restricted搜狐开源镜像站，提供 CPAN，FreeBSD，NetBSD，OpenBSD，apache，archlinux，centos，cygwin，dag，debian，Fedora，gentoo，kernel，lfs，mysql，nginx，openSUSE，php，rpmfusion，slackware，Ubuntu deb /Ubuntu/ lucid main universe restricted multiversedeb-src /Ubuntu/ lucid main universe restricted multiversedeb /Ubuntu/ lucid-security universe main multiverse restricteddeb-src /Ubuntu/ lucid-security universe main multiverse restricteddeb /Ubuntu/ lucid-updates universe main multiverse restricteddeb /Ubuntu/ lucid-proposed universe main multiverse restricteddeb-src /Ubuntu/ lucid-proposed universe main multiverse restricteddeb /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-backports universe main multiverse restricteddeb-src /Ubuntu/ lucid-updates universe main multiverse restricted2）安装图形界面sudo apt-get install xinitsudo apt-get install envyng gtksudo apt-get install xorg gdm sshsudo apt-get install ubuntu-desktop1.2. openbravo 安装1)添加源 sudo vi /etc/apt/sources.list deb /ubuntu lucid partnerdeb-src /ubuntu lucid partner 2) 自动安装sudo apt-get install openbravo-erp3)卸载openbravo 连数据库一起 sudo apt-get remove purge openbravo-erp4)启动sudo /etc/init.d/openbravo-erp start 开机启动 update-rc.d openbravo-erp default1.3. postgres数据连接设置修改 /etc/postgres/pg_hba.conf 改为 trust 不须密码认证、2. 配置openbravo1、用system权限用户登录，Application Dictionary-module 选择core选中 In Development 保存Customizing Openbravo ERP using customization mode1. Log into Openbravo ERP with System Administrator role. 2. From the Application menu, select Application Dictionary Module. 3. Edit core record. 4. Select the In Development checkbox. 5. Click Save. Artifacts (fields, columns, tabs, .) of Core module can now be modified. 6. From the Application menu, select General Setup Application System Info. 7. Select the Customization Allowed checkbox. 8. Click Save. The system creates a module called System Customization with the Java Package name mySystem.CustomizationTemplate. 9. Make the customizations you require, making sure that you select the System Customization module from the Module list. Otherwise, your changes will be overwritten when updating Openbravo ERP core module. 10. When you have finished customizing your system, go again to Application Dictionary Module. 11. Edit core record. 12. Un-select the In Development checkbox. /wiki/ERP/2.50/Configuration_Manual/Configuration_changes_that_affect_the_Core_module2、定制菜单：用system权限用户登录 General Setup- Application-menu点击导航条上 tree 根据需求定义 menu Active3、修改logo：1）用system权限用户登录 General Setup- Application- System Info准备 不同尺寸的logo： Your Company login image - 197x55 Your IT service login image - 197x55 Your Company menu image - 122x34 Your Company big image - 608x217 Your Company document image - 197x55 2）用户管理员用户登录General Setup-Client -Client -information3. 初始化openbravo3.1. user： At System level: o Openbravo (password: openbravo) o System (password: System) At Client level (BigBazaar clients when using the community appliance, SmallBazaar and AccountingTest clients when installing from source code) o Admin and Big Bazaar User (in client BigBazaar) o BBAdmin, BBSalesUser and BBUser (in client SmallBazaar) o Accounting Test Admin and Accounting Test User (in client AccountingTest) Ungaenz Peter GM Gong Xuepei Vice GM Thomanek Carsten Mechanical Manager Tan Shufen Accounting Lu Xiumei Assistant Yu Fang Cashier Shi YE Logistic Manager Yao Lei Logistic Assistant Dong Qiang Service Engineer Xia Kang Service Engineer Tang Min Service Engineer Li Zhilin Purchase Engineer Wang Feng Purchase Engineer Wang Aihua Purchase Engineer Zhu Chunhua Mechanical Engineer Hu Xiaoyan Mechanic3.2. Setting up a clientGeneral Setup Client Initial Client Setupclient name:VAVE3.3. Setting up an organizationGeneral Setup Enterprise Initial Organization setupOrganization Type：Legal without accountingOrganization Username：sales、procurement、warehouse、finance、serviceTo view the organization tree: 1. Log into Openbravo ERP with the client admin role. 2. From the Application menu, select General Setup Enterprise Organization. 3. Click the Tree button . The organization tree appears. 3.4. Setting up a bank1. Log into Openbravo ERP with an Admin role. 2. From the Application menu, select Financial Management Receivables and Payables Setup Bank. 3. Click New. 4. In the Name field, type the name of the bank. 5. To make the bank immediately visible and available for selection, select Active. Alternatively, clear the Active checkbox to deactivate the bank account. 6. In the Location / Address field, click the Address icon . The Location Selector box appears. 7. Type the address and location details for the bank. 8. Click OK to close the Location Selector box and return to the bank record. 9. In the Business Partner field, if you have set up the bank as a business partner, select it from the list. If you intend to use remittances, you must set up the bank as a business partner and select the business partner here. 10. If the bank account number is in a Spanish format, you must specify the following: o Bank code o Branch code o Control digit. 11. If the bank has an INE number, type it in the INE box. 12. If required, type the BIC code in the BIC Code box. 13. Click Save. 3.5. Setting up a bank account1. Log into Openbravo ERP with an Admin role. 2. From the Application menu, select Financial Management Receivables and Payables Setup Bank. 3. In grid view, select the bank where you want to create the account. 4. Select the Bank Account tab. 5. Click New. 6. From the Organization list, select the organization that will use the bank account. Alternatively, select * to make the bank account available to all organizations within the client. 7. From the Currency list select the working currency of the bank account. 8. To make the account visible and available for selection, select Active. Clear the checkbox to deactivate the account. 9. Select only one of the following checkboxes to determine the format of the account number as displayed in Openbravo ERP. o Show Spanish: the account format follows the standard for Spanish banking. o Show Generic: the account format follows the generic international standard. o Show IBAN: the account format follows the IBAN standard 10. From the Account Type list specify whether the account is a checking account or a savings account. 11. In the Partial Account Number field, type the bank account number. 12. In the IBAN Code field, type the IBAN code of the bank account if required. 13. Click Save. 3.6. Creating a bank statement1. From the Application menu, select Financial Management Receivables and Payables Transactions Bank Statement. 2. Click New. 3. Select the organization that the bank statement applies to. To apply the bank statement to all organizations within the client, select *. 4. From the Bank Account list, select the bank from which the statement has been issued. 5. In the Description field, type a brief description of the bank statement if required. 6. In the Transaction Date field type the date of the bank statement. 7. To make the statement visible and available for selection, select the Active checkbox. 8. Select the Manual checkbox. 9. In the Beginning Balance box, type 0 (zero). 10. Click Save. 11. Select the Lines tab. 12. In the Effective Date and Accounting Date fields, type 01-01-0001. 13. In the Statement Amount field, type the amount of the as a manual settlement. 14. Leave the Payment and G/L Item fields blank. 15. Click Save. 3.7. Creating pending payments (receivables, payables)1. Log into Openbravo ERP with a client Admin role. 2. From the Application menu, select Financial Management Receivables and payables Transactions Manual Settlement. 3. Click New. 1. From the Organization tab, select an organization. 2. From the Currency list, select the currency in which you want to create the manual payment. 3. In the Description field, type a brief description of the manual payment if required, for example Pending receivable payment 4. Click Save. 5. Select the Create Payment tab. 1. Click New. 2. In the Due date field, type the day supposed you will collect that payment 3. From the Form of payment list, select your choice. 4. From the Business partner list, select the business partner related to the payment. 5. From the Bank Account list select the bank account supposed to collect/pay the payment. 6. In the Amount field, type the amount of the payment 7. Click on the Receipt check if its a receivable, or dont click it if it is a payable. 8. Select the Balance Payment tab. 1. Click New. 2. From the GL Item list, select desired option. 3. If it is a receivable type the amount in the Credit Amount field, if it is a payable type the amount in the Debit Amount field. 4. Click Save and process the manual settlement. 3.8. Setting up a CashbookThe cashbook records the flow of money in and out of your company. For larger companies, organizations can have separate cashbooks. To set up a cash book: 1. Log into Openbravo ERP with a client admin role. 2. From the Application menu, select Financial Management Receivables and Payables Setup Cashbook. 3. Click New. 4. Select the organization that the cashbook belongs to. Each organization can have its own cashbook or multiple cashbooks. If the cashbook applies at client level, select *. 5. In the Name field, type the name of the cashbook. 6. In the Description field, type a brief description of the cashbook if required. 7. To make the cashbook visible and available for selection, select the Active checkbox. Clear the checkbox to deactivate the checkbox. 8. Click Save. 3.9. Tax Category3.10. Document Types3.11. Creating a numbering sequenceProjectSales order 2-2-4（八位，分三段表示具体的订单编号）Purchasing order 8-2（10位，分二段表示具体的订单编号）3.12. Business partners1) Business Partner SetupBusiness Partner CategoryInvoice SchedulePayment TermDiscount2)Customer Vendor 3.13. Product1)Product SetupProduct CategoriesSetting up Units of MeasureCreating an attributeAssigning an attribute to an attribute setUsing attributes for serial numbering2) Product ImportProduct TypeSetting up a productSetting up product purchasing informationSetting up product costing informationSetting up organization-specific product information3.14. PriceSetting up a price list schemaSetting up a price listAdding products and prices to the price list4. Defining warehousesDefine a warehouse:Creating a storage bin typeDefining storage binsAssigning stock to storage bins（产品仓库位置在初始化产品时录入）Master Data Management Product. From the Storage Bin field5. Project5.1. Setting up a Project TypeThe project type acts as a template that you can apply to subsequent multiphase projects and defines generic phases and tasks. For example an IT training company could create a project type called Training course with the following phases: Write training materials Print training materials Prepare training course Deliver training course Creating sales orders from a projectYou can use a multiphase project to automatically create sales orders for the items that are being delivered by the project. To be able to create sales orders in this way, the project must have a status of Order. A project has three possible statuses: Open: project cannot yet raise orders, but you can manually create a sales order and tie it to the project. Orders: you can raise sales orders from within the project. Order Closed: the project cannot raise orders, but you can manually create a sales order and tie it to the project. Once you have changed a projects status from Open to Orders you cannot change it back to Open. Once a project is open for orders, the only change you can make is to close it. Once a project is closed, you cannot re-open it. To change the status of a project: 1. From the Application menu, select Project and Service Management Transactions Multiphase Project. 2. In grid view, select the project whose status you want to change. 3. Click Change Project Status. The Change Project Status window appears. 4. Select the project status you require. 5. Click OK. 5.1.1. Creating sales orders from a service project1. From the Application menu, select Project and Service Management Transactions Service Projects 2. In grid view, select the service project you want to work with. . Specifying suppliersTo specify which supplier will supply the products you require for the project: 1. From the Application menu, select Project and Service Management Transactions Service Projects 2. In grid view, select the service project you want to work with. 3. Select the Supplier tab. 4. From the Business Partner list, select the business partner supplying the goods. 5. From the Price List list, select the price list that will be used to price the purchase order. 6. Click Save. . Creating a purchase order from a supplier1. From the Application menu, select Project and Service Management Transactions Service Projects 2. In grid view, select the service project you want to work with. 3. Select the Supplier tab. 4. In grid view, select the supplier. 5. Click Create Purchase Order from Project. The system creates a purchase order, ordering the project line items from the specified supplier. 5.1.3. Managing proposalsService projects are often the subject of competitive tender. You can record the details of the offer that each supplier has made to supply the goods for a tender. For example if two companies are bidding for the same contract, you can set up proposals for each company, pricing the goods according to the terms you agree with each company. When one of the companies wins the tender, you can convert the proposal lines into project lines and create the relevant purchase and sales orders. 5.1.4. Creating a proposal1. From the Application menu, select Project and Service Management Transactions Service Project 2. Create a new service project, leaving the Business Partner field blank. 3. Select the Proposal tab. 4. Click New. 5. From the Business Partner tab, select the customer to whom you would supply the goods if their tender was successful. 6. In the Date sent field, type the date that the customers tender was submitted. 7. From the User / Contact list, select the user who is acting as a contact point for the customer. 8. From the Form of Payment select how the customer will pay for the goods if the tender is successful. 9. In the Header Note field, type any text you want to appear in the header of the purchase order when it is printed. 10. In the Footer type any text you want to appear in the footer of the purchase order when it is printed. 11. Click Save. 12. Select the Proposal Line tab. 13. Click New. 14. Select the product you want to add to the line using the Product selector. 15. In the Description field, type a description of the product line if r