Difference between revisions of "Initial Client Setup"

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Revision as of 10:58, 22 June 2013

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 analyzing:

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

Process Initial Client Setup done as SystemAdministrator (Application Dictionaary)
Only difficulty: the Chart of Accounts file must contain at least the default accounts
- When Process fails: it would be desirable to keep the entries already done, instead of having to type in everything
- This has to be created/edited correctly by a person who knows the matter; otherwise, the process fails here.
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 analyzing:
Result of analysis:

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

@@ Line 18: / Line 18: @@
 == Functional team  ==
 *Volunteers for analyzing:
-*Result of analysis:
+===Result of review by Mario Calderon, June 22nd, 2013===
+*Process Initial Client Setup done as SystemAdministrator (Application Dictionaary)
+*Only difficulty: the Chart of Accounts file must contain at least the default accounts
+**When Process fails: it would be desirable to keep the entries already done, instead of having to type in everything
+**This has to be created/edited correctly by a person who knows the matter; otherwise, the process fails here.
+*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===