Difference between revisions of "Functional User Manual"
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+ | ==Introduction== | ||
+ | This Functional Manual is different from the [[Manual|Reference Manual]] in that it is in narrative form and suited for Business people rather than Techies. This manual is thus highly important for success while using ADempiere. [[Jorg Janke]] himself said that ERP is 90% subject matter and 10% coding. Knowing the correct way a process is done is what knowing an ERP is all about. Here we paint the processes in simple language and give links to further technicals under the hood (such as name of java class or process behind them) of the Reference Manual. | ||
+ | |||
+ | ===Who Should Read Me?=== | ||
+ | *Newbies to ERP who want to quickly dive into the thick of things | ||
+ | *Business Users who want to learn how to use ADempiere | ||
+ | *Technical People needing to understand the context of the application | ||
+ | ===Pre-Requisites=== | ||
+ | *Patience and Discipline | ||
+ | *Run [[AVA]] at least and do some exploring to give yourself a feel of the appplication. | ||
+ | |||
+ | ===Help Me!=== | ||
+ | If you still find yourself at a loss, then it is clear you did not have the pre-requisites. Nevertheless we still allow you to scream your head off <[[Talk:Functional_User_Manual|here]]>. | ||
+ | |||
+ | ==Login - The Beginning== | ||
+ | When you login from the first dialog window, you choose the role you will enter the system. | ||
+ | |||
+ | *'''SystemAdmin''' - To do Administration and Application Dictionary (AD) stuff | ||
+ | *'''ClientAdmin''' - To run the application. There is a sample client called GardenWorld. So you can select GardenAdmin | ||
+ | ===When Do You Use System Administrator=== | ||
+ | *Creating new Clients for the business | ||
+ | *Creating or editing the structure of the application | ||
+ | *Menus, Windows for the look and feel | ||
+ | *Tables and Fields for the Database structure | ||
+ | *Processes and Printformats | ||
+ | ===When Do You Use Client Administrator=== | ||
+ | To manage the other users of the system | ||
+ | Create their login accounts, roles and specific configs | ||
+ | Security Management of what certain users Access level right up the Window or Field or Process | ||
+ | Operate the application as a user | ||
+ | ==System Administrator== | ||
+ | Here we walk you through from login and usage of each item on the SystemAdmin Menu. | ||
+ | |||
+ | ==Application Dictionary (AD)== | ||
+ | You can find the sub-items on SystemAdmin menu for you to handle the AD. The important ones are | ||
+ | |||
+ | *Menu | ||
+ | *Window Tab & Field | ||
+ | *Table and Column | ||
+ | Report & Process | ||
+ | You can go through the others when you are more advanced: | ||
+ | |||
+ | *Reference | ||
+ | *Validation Rules | ||
+ | *Form | ||
+ | |||
+ | ==Initial Client Setup== | ||
+ | |||
==[[Sales Processes]]== | ==[[Sales Processes]]== | ||
* Raising a quotation or proposal | * Raising a quotation or proposal |
Revision as of 16:35, 12 December 2006
Contents
- 1 Introduction
- 2 Login - The Beginning
- 3 System Administrator
- 4 Application Dictionary (AD)
- 5 Initial Client Setup
- 6 Sales Processes
- 7 Purchase Processes
- 8 Inventory Processes
- 9 Paying Suppliers & Collecting Debts
- 10 Accounting Processes
- 11 Migration from other business systems
- 12 Data that needs updating from time to time
Introduction
This Functional Manual is different from the Reference Manual in that it is in narrative form and suited for Business people rather than Techies. This manual is thus highly important for success while using ADempiere. Jorg Janke himself said that ERP is 90% subject matter and 10% coding. Knowing the correct way a process is done is what knowing an ERP is all about. Here we paint the processes in simple language and give links to further technicals under the hood (such as name of java class or process behind them) of the Reference Manual.
Who Should Read Me?
- Newbies to ERP who want to quickly dive into the thick of things
- Business Users who want to learn how to use ADempiere
- Technical People needing to understand the context of the application
Pre-Requisites
- Patience and Discipline
- Run AVA at least and do some exploring to give yourself a feel of the appplication.
Help Me!
If you still find yourself at a loss, then it is clear you did not have the pre-requisites. Nevertheless we still allow you to scream your head off <here>.
Login - The Beginning
When you login from the first dialog window, you choose the role you will enter the system.
- SystemAdmin - To do Administration and Application Dictionary (AD) stuff
- ClientAdmin - To run the application. There is a sample client called GardenWorld. So you can select GardenAdmin
When Do You Use System Administrator
- Creating new Clients for the business
- Creating or editing the structure of the application
- Menus, Windows for the look and feel
- Tables and Fields for the Database structure
- Processes and Printformats
When Do You Use Client Administrator
To manage the other users of the system Create their login accounts, roles and specific configs Security Management of what certain users Access level right up the Window or Field or Process Operate the application as a user
System Administrator
Here we walk you through from login and usage of each item on the SystemAdmin Menu.
Application Dictionary (AD)
You can find the sub-items on SystemAdmin menu for you to handle the AD. The important ones are
- Menu
- Window Tab & Field
- Table and Column
Report & Process You can go through the others when you are more advanced:
- Reference
- Validation Rules
- Form
Initial Client Setup
Sales Processes
- Raising a quotation or proposal
- Recording orders
- Sending the goods or performing the services
- Invoicing the customer
Purchase Processes
- Raising a purchase requisition from a catalogue
- Issuing a purchase order
- Receieving goods and services
- Receiving supplier invoices.
Inventory Processes
- Tracking inventory
- Replenishing warehouses
- Multiple warehouse sites and locators
- Stock movements
- Shipping
Paying Suppliers & Collecting Debts
Accounting Processes
- Period and year end
- Financial and managament accounting
- Charts of accounts
- VAT/TAX/IVA
- Reporting for other regulatory bodies
Performance Measurement allows you to:
- define a series of measures
- record your performance against those measures
- set targets for your measures
- track your performance versus the targets
Migration from other business systems
Such as:
Data that needs updating from time to time
Exchange Rates
- HMRC (UK) VAT Exchange Rates
- Group Reporitng Exchange Rates - distributed by your corporate head office
Payroll
United Kingdom
- HMRC Tax Rates (PAYE) and National Insurance (NI)
Depreciation Rates
- HMRC Tax Depreciation Rates