User manual COMPIERE COMPIERE 2.4

[. . . ] It could also be a business partner whose access is restricted to certain information only (for example their own invoices) In a smaller enterprise the client and the organization could be identical. Preparation Compiere requires no formal prerequisites, but you might want to prepare the import of accounts, business partners and products. Although you can import all these entities later, it saves you time, if you set up the import of the accounts. In this initial phase, the import of CSV (comma separated values) with a predefined list of attributes is supported. Accounts Compiere needs a set of accounts for system operations, even though some may never be posted to (example: if you don't have foreign currency transactions, accounts like Realized Gains will never be used). Edit the NaturalAccountsUS. csv file, which (depending on your installation) you usually find in the directory C:\Compiere\Compiere2\data\import. [. . . ] The user with the organization-level role (GardenUser) has all the rights to enter transactions. Refining your Implementation After completing the initial implementation you have everything to get started, but you may want to check and update the initial settings. Important: To review the client created you have to close the application (which runs on system level otherwise) and log in again under the client-level Role you have just created, in this case GardenWorld Admin. Figure 2. 4: Client Administrator Login This ensures that System-level, Client-level, Organization-level actions and records are not mixed up. The advantage is that these values have to be set up only once. 15 The Workflow Under General Rules, Client Rules you can review the client setup by double-clicking - on Initial Client Setup Review. The W icon in front of the menu item indicates that it is a Workflow: Figure 2. 5: Initial Client Setup Review 16 Click OK when you see the following window: Figure 2. 6: Review Info Now the Workflow is loaded. In the upper half of the window you see a graphical illustration of the Initial Client Setup Workflow. You can easily review the steps carried out during the setup: 17 Figure 2. 7: Initial Client Setup Review Workflow In the lower half of the window you see the explanation of the relevant workflow step. To navigate through the different steps and open the appropriate window you can either double-click on the specific workflow icon or use the workflow buttons. The Client The Client is the highest level of an independent business entity. Use the Client window to define the accounting parameters (Accounting Schema, Tree Definition, Non-monetary Units of Measure). This information is shared with all organizations. 18 Figure 2. 8: System Structure Use the Workflow buttons or double-click on the Client icon on the workflow to open the Client window: Figure 2. 9: Client On the left, two tabs are displayed. Important: Do NOT create a new client in the Client window (use the Initial Client 19 Setup as a System Administrator only). The following fields are displayed: Search Key, Name, Description, Language, SMTP Mail Host, Request Email, Request User, Web Directory, Request Folder, Request User Password. Compiere allows to change all of these values afterwards if necessary. Select the Multi Lingual Documents checkbox if you want to maintain multilingual documents. Select the SMTP Authorization checkbox if you want to allow SMTP authorization. Click on the Client Info tab to display all the details of your client: Figure 2. 10: Client Info Select the Discount calculated from Line Amounts checkbox if you want the discount always be calculated from line amounts. 20 Here you see the Calendar and the Primary Accounting Schema that will be used for your client. You can opt for a Second and a Third Accounting Schema by ticking the appropriate checkboxes. All other fields (Primary Tree Organization, Primary Tree BPartner, Primary Tree Project, Bus. Partner Cash Trx, Product for Freight, Goal, Primary Tree Menu, Primary Tree Product and Primary Tree Sales Region) have defaults which would not be changed under normal circumstances. The Organization The Organization window allows you to define and maintain organizational entities. An organization can be a legal entity or a subunit for which only certain documents and transactions are processed. It could also be a business partner whose access is restricted to certain information only (for example their own invoices) In a smaller enterprise the client and the organization could be identical. [. . . ] These tabs work basically all in the same way: You select or deselect a certain Organization, Window, Process, Form etc. depending on the access rights you want the user to have. 24 Example: You may want to prevent your User from accessing the Material Transactions form. Open the Form Access window, where you see a list of all available forms. Click on the Data Grid Toggle button on the toolbar: Figure 2. 15: Form Access (Data Grid) The single record is displayed. [. . . ]