Open Bravo Manual

ERP/2.50/User Manual - Openbravo wiki

ERP/2.50/User Manual Contents 1 Preface 1.1 About this User Manual 1.2 Core Features 1.3 Related Documentation 2 Getting Started 2.1 Accessing Openbravo 2.2 Configuring the Heart Beat and Registering your System 2.3 Configuring Autosave 2.4 Setting Your Preferences 3 Navigating the Openbravo User Interface Interface 4 Using Openbravo 4.1 Application Dictionary 4.2 General Setup 4.3 Master Data Management Management 4.4 Procurement Management 4.5 Warehouse Management 4.6 Production Management Management 4.7 Materials Requirement Requirement Planning (MRP) 4.8 Sales Management 4.9 Project & Service Management Management 4.10 Financial Management 4.11 Keyboard shortcuts 4.11.1 General Shortcuts 4.11.2 Navigation shortcuts 4.11.3 Editing shortcuts

Preface About this User Manual The Openbravo ERP User Manual 2.50 is intended as a reference for end user of Openbravo ERP and provides guidance on usability usability and features of Openbravo ERP from functional functional perspective. This document explains: explains: How to operate the user interface The function of each screen How to execute the main business processes Readers do not require any programming and software development knowledge. This document has been designed with the idea of being "open" - any person can add value and share knowledge by file:///C|/Documents%20and%20Settings/Yuen%20Yee/Desktop/Guide%20book/G file:///C|/Documents%20and%20Settings/ Yuen%20Yee/Desktop/Guide%20book/Guide%20book/Main%20page.htm[22-Nov-10 uide%20book/Main%20page.htm[22-Nov-10 4:08:02 PM]


adding content directly on the Wiki.

Core Features Openbravo ERP consists of the following functional modules which represent specific ERP functions: Master Data Management Management Procurement Management Warehouse Management Production Production Management Management Materials Requirement Planning (MRP) Sales Management Project and Service Management Management Financial Management

Related Documentation Openbravo ERP Functional Functional Documentation Documentation Openbravo ERP 2.50 Release Notes Openbravo ERP Configuration Configuration Manual Openbravo ERP Developer's Guide

Getting Started Accessing Openbravo You access Openbravo ERP through a Web browser. If you are using Adblock Plus add-on, remember to disable it when using Openbravo ERP To log into the application:

1. Enter your Openbravo Openbravo ERP URL in the address bar of your browser.

The login window will display.

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In case the login page does not display, verify your URL, or contact your system administrator.

2. Enter your user name and password.

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The user name and password are assigned by the system administrator. If you don´t know your user name and password contact your system administrator. administrator.

3. Click login The Openbravo ERP Home page displays.

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Configuring the Heart Beat and Registering your System The first time you log into the system, you will be prompted to setup the Heart Beat functionality and register your system. More

Configuring Autosave You can set up Openbravo Openbravo ERP to automatically save changes in a document document that has been modified. More

Setting Your Preferences Typically, the System Administrator configures the application settings for all the users. Those include roles, passwords, access to windows, tabs, and fields, etc. However, as a user, you can edit some some of the settings such as language, organization, organization, entity, entity, and role you want want to work with by default.

To change the default login settings: Click on the User Preferences button

and check the Set as default option.

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To change your passwords: Click on the User Preferences button

and go to Change password option.



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Navigating the Openbravo User Interface This chapter explains more in depth the communication interface between the user and the application. It consists of a description description of menu functions (toolbar, commands, commands, tabs and buttons), windows functions functions and common functions of the application. application. The goal of this chapter is to enable you to work more efficiently efficiently with Openbravo ERP. More

Using Openbravo Application Dictionary

Use the Application Dictionary Dictionary Module to customize, modify, and adapt the application application to your needs. More

General Setup

Use General Setup Module to edit basic settings settings such as languages, currencies, currencies, menus, workflows, alerts, clients, roles, users, organizations, organizations, banks, and importing data. More

Master Data Management

Use Master Data Management Module to define and edit information related related to business partners, partners, prices, and products. More

Procurement Management

Use Procurement Procurement Management Management Module to manage requisitions, requisitions, purchases, goods receipts, invoices, and analyze related reports. More



Warehouse Management

Use Warehouse Management Management Module to create and edit warehouses, and manage inventory. inventory. More

Production Management

Use production Management Module to create and edit your production processes, production control, and analyze related data. More

Materials Requirement Planning (MRP)

Use the Materials Requirement Planning Module to edit your production planning, inventory control, and purchasing activities. More

Sales Management

Use Sales Management Module to create and edit sales orders, goods shipments, invoices, commissions, and analyze related reports. More

Project & Service Management

Use Project & Service Management Module to create and edit services, projects, analyze related reports, and add employee expenses. expenses. More

Financial Management

Use Financial Management Management Module to create and edit accounting, accounting, assets, and receivables receivables and payables. payables.



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Keyboard shortcuts You can use the following keyboard shortcuts in Openbravo ERP: General Shortcuts

Shortcut

Function

Ctrl+U

Open User Option window

Ctrl+Q

Log out

F8

Open Alerts

Ctrl+I

Open About window

Ctr+H

Open Help window

Ctrl+R

Refresh the current window

Ctrl+Shift+Backspac Ctrl+Shift+Backspacee Go back Ctrl+G

Toggle grid view

Navigation shortcuts

Shortcut

Function

F9

Expand / collapse the menu

F10

Move cursor focus to the File menu

Ctrl + M

Show / hide the menu.

Ctrl+Shift+M Ctrl+Shift+M Expand or collapse the menu

Editing shortcuts

Shortcut

Function

Ctrl+N

Create new record

Ctrl+S

Save record

Ctrl+Shift+S

Save re record an and new new

Ctrl+D

Delete record

Ctrl+Z

Undo changes

Ctrl+A

Attach files to transaction

Ctrl+F

Search

Ctrl+Home

Go to th the first record



Ctrl+End

Go to the last record

Ctrl+A Ctrl+Arro rrowLe wLeft ft Go to the the previ previou ouss record record Ctrl+Arr Ctrl+ArrowRi owRight ght Go to the next record record Ctrl+L

See linked items

Retrieved from "http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual " http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual " This page has been accessed 84,891 times. This page was last modified 07:16, 7 June 2010. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License. License . Category: Category : User Documentation ERP


ERP/2.50/User Manual/HeartBeat - Openbravo wiki

ERP/2.50/User ERP/2.50/User Manual/HeartBeat Manual/HeartBeat Heartbeat Configuration

View larger Enable/disable Enable/disable and configure the heartbeat which sends non-commercial non-commercial system information to Openbravo. Openbravo. What is the Openbravo Heartbeat?

The Openbravo Openbravo Heartbeat is a process which which sends Openbravo Openbravo periodic updates regarding regarding your technical system specifications specifications (e.g. Operating System, Database, and ERP Version). When the System Administrator first logs into Openbravo ERP after installing the application, a popup windowis displayed explaining what the Heartbeat is and giving the user the option of enabling or disabling it, or leaving the decision to enable/disable until a later date. If Enable is chosen, the user is redirected to the Heartbeat Configuration window to configure the Heartbeat. If disabled, the Heartbeat is disabled. If the decision to enable/disable is postponed, postponed, the System Administrator will be prompted with the popup again after 3 days. During heartbeat processing, processing, the data that is collected is as follows: System identifier Encrypted Database identifier Encrypted Mac Address Heartbeat date Activity and complexity complexity rate (only up to MP22) Number of registered users Operating System System and version Database and version Application server server and version Web server and version Java version Apache-Ant version Openbravo version Openbravo install mode System external IP address Date of first login, date of last login, total number of logins Maximum number of concurrent users Average number of concurrent users Rejected logins logins due to concurrent concurrent users limit number Installed modules Number of http-requests done per installed module (optionally, (optionally, enabled by default)

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ERP/2.50/User Manual/HeartBeat - Openbravo wiki

Additionally the Heartbeat server might return several queries to be executed locally to gather more information about the instance. The information gathered through these queries is restricted to the way the Openbravo software is being used in the instance and will never include any business information such as Business Partners or Products. Consult the following link for the historic list of Custom of Custom Queries . You can monitor the history of all the information gathered from your instance through the HeartBeat in the HeartBeat Log Tab within the Heartbeat Configuration Configuration Window.

The heartbeat heartbeat data is stored in a file controlled by Openbravo Openbravo S.L.U. It is collected solely to gather and send data about your Openbravo product installation back to a service on Openbravo SLU's infrastructure to assist managing your Openbravo product installation. As a benefit to you, with this information, Openbravo SLU can offer you system configuration and component update information, sent automatically to you. Available updates may include, for example, Operating System updates, Database updates and Openbravo code. This data will be used on an aggregated and anonymous basis to generate reports identifying identifying where and how the Openbravo product is being utilised. utilised. For further information, please consult the Functional Functional Specification. Specification. Openbravo stores this information information and implements implements security measures in accordance with applicable legislation legislation to maintain the confidentiality confidentiality of this data. This data is not used for commercial commercial purposes other than than as set out above. It is not communicated or transferred to any third party You may deactivate deactivate this feature by disabling the “enable heartbeat” heartbeat” box. In addition, you may exercise your right to access, rectify, oppose and cancel the data by writing to Openbravo, S.L.U. PO Box 5117, 31010 Pamplona, Pamplona, Navarra, Spain, or by email to privacy@openbravo [email protected]. .com. By enabling the heartbeat, you consent to the processing of this data and storing of the same as set out above. Retrieved from "http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual/HeartBeat " http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual/HeartBeat " This page has been accessed 5,291 times. times. This page was last modified 07:24, 29 October 2010. 2010. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License.

file:///C|/...%20book/Guide%20book/Configuring%20the%20Heart%20Beat%20and%20Registering%20your%20System.htm[22-Nov-10 file:///C|/...%20book/Guide%20book/C onfiguring%20the%20Heart%20Beat%20and%20Registering%20your%20System.htm[22-Nov-10 4:08:05 PM]

ERP/2.50/User Manual/Autosave - Openbravo wiki

ERP/2.50/User Manual/Autosave Contents 1 Autosave Configuration 1.1 Overview 1.2 Configuring Autosave 1.2.1 Setting the Autosave default 1.2.2 Autosave behavior per Client 1.2.3 Prompt confirmation confirmation default 1.2.4 Prompt confirmation confirmation per Client/Window/User Client/Window/User

Autosave Configuration Overview The Autosave enables any change made in a open document document to be saved without clicking clicking the Save button. The Autosave is triggered when the user performs an action (e.g. navigates to another window or clicks a button) after modifying a document (e.g. the user has changed the Payment Terms on a Purchase Order). For example, if you create a new Purchase Order and fill in the required header fields, then click the Create From button, the purchase order header is saved before the pop-up window opens.

Configuring Autosave You can set up Autosave in Preferences. Preferences . Setting the Autosave default

Autosave is enabled by default to change the default setting: 1. 2. 3. 4.

Log in with System System Administrator Administrator role. Access General Setup > Application > Preference Filter by by attribute: attribute: Autosave The default default Autosave Autosave value is Y

The default configuration is to automatically save the records, if you want to disable it, change the Autosave preference to N. Allow to change the Autosave behavior to false, is for backward compatibility reasons. The application application will behave like previous previous releases (2.40 and 2.35). Autosave behavior per Client

You can override the default behavior behavior defined at System level, by adding the same preference to a specific Client. Client.

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Login with as Administrator (e.g. Openbravo Admin) Go to General Setup > Application > Preference Click the NEW button Select the Client that you want to configure Set the attribute: Autosave Autosave Set the value: Y [ Y = true, true, N = false]

Prompt confirmation default

When Autosave is enabled, you can specify if this process should prompt a confirmation window to the user, to avoid unwanted changes. The confirmation message is similar to this one:

A default preference is defined at System level. Login with a System Administrator role Go to General Setup > Application > Preference Filter by attribute: ShowConfirmationDefault You should get a record with value: Y [ Y = true, true, N = false] When the ShowConfirmationDefault preference is set to Y, every time the Autosave is triggered a confirmation message is shown to the user. Prompt confirmation per Client/Window/User

You can override the default behavior defined at System level, by adding the preference ShowConfirmation to any combination of Client , Window, User . NOTE: The preference is ShowConfirmation not ShowConfirmationDefault

Login with a Administrator (e.g. Openbravo Admin) Go to General Setup > Application > Preference Click the NEW button Select the Client that you want to configure Select the Window that you want to configure Select the User that you want to configure Set the attribute: ShowConfirmation ShowConfirmation Set the value: Y [ Y = true, true, N = false]


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Retrieved from "http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual/Autosave " http://wiki.openbravo.com/wiki/ERP/2.50/User_Manual/Autosave " This page has been accessed 3,549 times. This page was last modified 11:18, 29 May 2009. Content is available under Creative Commons Attribution-ShareAlike 2.5 Spain License. License .


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ERP/2.50/User Manual/User Interface - Openbravo wiki

ERP/2.50/User Manual/User Interface Contents 1 Introduction 2 Menu 2.1 Modules Organization 2.2 Editable User Preferences Preferences 2.3 Close Application Button 2.4 Fold and Unfold Buttons 2.5 Navigable Alerts Zone 3 Work Area 3.1 View Modes 3.1.1 Edit Mode 3.1.2 Grid Mode 3.2 Special Status Modes 3.2.1 Menu Loading 3.2.2 Popup Loading 3.2.3 Window Processing Processing 3.2.4 Popup Processing 3.3 Navigation Bar 3.4 Toolbar 3.5 Tabsbar 3.6 Working Area Buttons 3.7 User Messages 4 Linked Items

Introduction In order to understand better the Openbravo User Interface it is important to know what is what in the application.

On the the left left of the screen the user can see the Menu, which can be hidden using

the arrow

The Menu is used for navigation. In the Menu the user will find all the windows, processes, and reports depending on the role used. The Menu contents depends on the user's role. For example, one user can have various roles and seedifferent things with each. Users and roles are usually created and maintained by the client's Administrator. See more about the Menu

Entering the Menu and clicking on any selected window the following elements will appear on the top of the main frame (also known as the Work Area): Navigation Bar with Bar with breadcrumb and common actions used in all the application windows.

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Open Bravo Manual

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