Initial Client Setup

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This Wiki is read-only for reference purposes to avoid broken links.

Status

Suman: this page should be pointing here http://www.adempiere.com/Initial_Client_setup_improvements but I dot know how to change. Can you assist please.

Contributors

Adaxa Pty Ltd (Paul Bowden)

Overview

Purpose

References

Design Considerations

Assumptions

Dependencies

Constraints

Glossary

Functional Requirements

Functional team

  • Volunteers for reviewing:

Result of review by Mario Calderon, June 22nd, 2013

  • Process Initial Client Setup done as SystemAdministrator (Application Dictionary)
  • Only difficulty: the Chart of Accounts file must contain at least the default accounts
    • This has to be created/edited correctly by a person who knows the matter; otherwise, the process fails here.
    • When Process fails (mostly because of error in COA): it would be desirable to keep the entries already done, instead of having to type in everything
  • Automatic generation of data
    • Creation of Client with logo
    • Creation of 2 roles: Admin and User
    • Creation of 1 Product, including accounting: standard
    • Creation of 1 Product category, including accounting: standard
    • Creation of 1 BPartner (as specified in process), including accounting
    • Creation of 1 Tax Category: standard
    • Creation of 1 Tax, including accounting: standard
    • Creation of 1 Calendar from 2014-2018, for company
    • Creation of Chart of Accounts
    • Creation of 1 Product, including accounting: standard
    • Creation of 1 Cost element: Standard Costing
    • Access to all system defined objects (UOM, Cost element types, document types, etc.)
    • Summary: the Client is created and it is possible to immediately work with it.
  • Conclusion: accepted

User roles & profiles

Business process definition

User stories

Functional requirements based on business processes

User Interface Mockups

Acceptance criteria

QA and test cases

Development infrastructure

Technical Requirements

Technical team

  • Volunteers for reviewing:

Result of review by Mario Calderon, 18th August 2013

  • class, method and variable nomenclature:OK
  • license: OK
  • code well-commented
  • code well-structured: it is easy to read
  • methods with javadoc
  • good example for reusing Adempiere objects

Data Requirements

Non-Functional Requirements

Open Discussion Items

the tax setup will only suit AU and NZ ... may need tax to be deleted for general usage.

Closed Discussion Items