How to create and manage all after installation of openbravo 3.

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Please visit: http://erp.5gict.com/erp or http://d emo2.openbravo.com/openbravo Study this one: http://wiki.openbravo.com/wiki/Acceptance_Testing

1. Client Creation a. Login as Openbravo/openbravo Role System Administrator b. Create a Client with COA file (here will create one user like Admin/password)

Steps

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Login as Openbravo/openbravo Click on icon "user info" and select the role "System Administrator" Go General Setup -> Client-> Initial client setup Fill the data and chart of accounts according Check Include accounting Select the Australian COA file [provided] Select currency [ngd] Check all reference data Check all Accounting Dimensions Click OK

c. Logout 2. Create an Organization and manage others a. Login as Admin/Password Role Company Admin 1

b. Initial Organization Setup i. Organization Type (Generic)

Steps

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Login with Admin Go to General setup->Enterprise-> Initial Organization Setup Fill Organization "Main Org" Fill Org. User "OrgUser" Password, Confirm Password Organization type=generic Location

c. Organization i. Change the organization type as Legal with Accounting ii. Add the period control iii. Add the period name as company period

Steps

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Login with Admin Go to General setup->Enterprise-> Initial Organization Setup Fill Organization "Main Org" Fill Org. User "OrgUser" Password, Confirm Password Organization type=generic Location

d. Add the payment method

Steps

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Login with Admin Go to Financial Management->Receivable and Payable-> Setup-> Payment Method Add New method Name: Check or Cash

 e. Add the payment term

Steps

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Login with Admin Go to Master Data Management->Business Partner Setup-> Payment Terms Add New method Name: 30 Days/ Immediate

f.

Add the financial accounts 3

Steps

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Login with Admin Go to Financial Management->Receivable and Payable-> Transactions> Financial Account Add New Account Name: Bank-0001 also pur others as you can recognize Add new payment method at bellow tab Select Check or Cash

g. Add the periods

Steps

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Login with Admin Go to Financial Management->accounting-> setup-> Fiscal Calendar Add New Periods under the year[after selected year] Click on Create Period on the header Select the language ie ENGLISH(USA) Click OK

h. Add the open/close period

Steps

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Login with Admin Go to Financial Management->accounting-> transactions-> open/close period Control Add New Periods control Select year [2011] Select period [dec-11] Period action [Open Period] Do not select any document category Check the cascase Save the record Click Open/Close Period at Header

i.

Setup the business partner categories

Steps

Login with Admin Go to Master data management->Business partner Setup>Business partner Category Click New and fill value=CUS; Name=Customer and save Create Business partner categories for VEN (Vendor), CRT (Creditor), EM (Employee) and SM (Salesman) as well Click OK

j.

Import the business partners Steps a. Login as Admin

b. Go to Master Data Management->Import Data->Import Loader Format c. Click New and fill: d. Name "Business Partner" e. Table "I_bpartner" f. Format "Comma Separated" g. Move to Field Format and create new records: h. Go to Master Data Management->Import Data->Import Business Partner i. Entry in edition mode and click on button Import Business Partner and then Import Data k. Setup the product categories Steps: a. Login as Admin b. Go to Master data management->Product Setup->Product Category c. Click New and fill value=RM; Name=Raw materials and save d. Create Product categories for BOM (Bill of Materials) and FG (Finished Goods) l. Import the products Steps a. Login as Admin b. Go to Master Data Management->Import Data->Import Loader Format c. Click New and fill: d. Name "Product" e. Table "I_Product" f. Format "Comma Separated" g. Move to Field Format and create new records: h. Go to Master Data Management->Import Data->Import Products i. Entry in edition mode and click on button Import Product and then OK m. Setup the price scheme

n. Set the price list

o. Assign the prices

p. Set the attributes Steps a. Login as Admin b. Go to Master Data Management->Product Setup->Attributes c. Click New and fill d. Name "Model No. or Alt. No." q. Add the attribute values Steps a. Login as Admin b. Go to Master Data Management->Product Setup->Attributes c. Click New and fill d. Name "Model No. or Alt. No." e. Check the List at attribute f. GO to the bellow grid add the value as different model no and the alt no. under alt. no. attribute r. Set the attributes set Steps a. Login as Admin b. Go to Master Data Management->Product Setup->Attribute Set c. Click New and fill d. Name "Model No. and Alt. No." e. Go to the bellow grid add the attribute as Model no and add another as Alt no. s. Add attribute Set at Products Steps: 7

a. b. c. d.

Login as Admin Go to Master Data Management->Product Click New and fill Name "Car Tyre- M0001 - Any products as unique with price and part no. e. Select the attribute set as Model No. and Alt. No. f. At the bellow Price area you can add the Purchase Price, Sales Price