Difference between revisions of "HOWTO Process Documents"
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* About the [[Default_Accounts_Usage|usage of DEFAULT_ACCOUNTS]] - these are special accounts from the Chart Of Accounts, which are bound in the source code to standard processes. So the posting of mainstream activities is backed up and automated. | * About the [[Default_Accounts_Usage|usage of DEFAULT_ACCOUNTS]] - these are special accounts from the Chart Of Accounts, which are bound in the source code to standard processes. So the posting of mainstream activities is backed up and automated. | ||
'''Note that all the examples given include accounts from the American COA which comes along with the ADempiere installation.''' | '''Note that all the examples given include accounts from the American COA which comes along with the ADempiere installation.''' | ||
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== Specific automations common to the most types of documents == | == Specific automations common to the most types of documents == | ||
| − | * Payment Term specifics - for documents defining ''Payment Term'' | + | * Payment Term specifics - for documents defining ''Payment Term'' other than ''''Immediate'''' the contents of the tab ''Payment Schedule'' are automatically populated with data, based on the chosen rule. If the ''Payment Term'' is changed after the document is ''Completed'', the ''Payment Schedule'' is not affected and the necessary changes must be made manually. |
Revision as of 05:03, 21 December 2007
Processing Basics
In ADempiere there are several predefined types of documents, as can be seen in the picture below.
This window can be reached in the ADempiere Client App's menue (if you are logged in a role with access level 'Client+Organization') this way:
Menu -> Performance Analysis -> Accounting Rules -> Document Type
The automated internal processing of those documents is a complex matter. What we start here is a simple FAQ-like explanation of those base documents. Where appropriate a further explanations are provided, redirecting to database entities, source code and articles by other ADempiereans.
List of described documents
- Invoice for the Customer
- Vendor's Invoice
- Shipment
- Material Receipt
- Payment from Customer (AR Receipt)
- Payment to Vendor (AP Payment)
The questions touched in these documents' inspections just skim the deeper matters related to document processing. When looking at those explanations some prior knowledge might be useful:
- About the usage of DEFAULT_ACCOUNTS - these are special accounts from the Chart Of Accounts, which are bound in the source code to standard processes. So the posting of mainstream activities is backed up and automated.
Note that all the examples given include accounts from the American COA which comes along with the ADempiere installation.
Specific automations common to the most types of documents
- Payment Term specifics - for documents defining Payment Term other than 'Immediate' the contents of the tab Payment Schedule are automatically populated with data, based on the chosen rule. If the Payment Term is changed after the document is Completed, the Payment Schedule is not affected and the necessary changes must be made manually.
