User guide openbravo

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User Guide
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Contents
1 Introduction
2 Openbravo 3 User Interface
3 Business Flows
4 Common Concepts & Processes
5 Openbravo Application Areas
5.1 General Setup
5.2 Master Data Management
5.3 Procurement Management
5.4 Warehouse Management
5.5 Production Management
5.6 Material Requirement Planning
5.7 Sales Management
5.8 Project and Service Management
5.9 Financial Management
6 How To
7 Appendix
7.1 Glossary
7.2 Screens Reference
8 Final Note
Introduction
Welcome to the Openbravo 3 User Guide.
This user oriented document has been designed with the aim of guiding you through the process of learning Openbravo 3.
Openbravo 3 User Interface
If this is the first time you take a look into Openbravo, this is the right place to get valuable information which will help you at the time
you first use Openbravo, as this part gives an overview of the navigation, grid and form editing, tabs, filtering and interface customization.
If Openbravo is not new for you, you will discover new user interface capabilities which will make your daily work activities much more
efficient
Openbravo 3 User Interface
Business Flows
This part lists and briefly explains a set of business flows.
There are several key business areas such as planning, procurement, inventory, sales etc., which can be present in an organization
or not depending on the nature of its business.
Those key business areas are related between each others, which leads us to the definition of the business flows.
To put us in context, each business flow is listed and briefly explained below:
Procure to Pay manages the life­cycle
of a procure process from the moment the company requests or orders goods, all way
through warehouse staff receives the goods and until the supplier invoice is paid.
Supplier Returns manages the return of goods to supliers for debit or for replacement.
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Order to Cash manages the life­cycle
of a sales process, from the moment a customer requests a quotation or orders goods, all
way through warehouse staff ships the goods and until the customer pays the invoice.
Customer Returns manages the return of goods from customers for credit or for replacement.
Inventory Accuracy implies inventory tracking and goods movements between storage bins or warehouses as well as the
valuation of inventory and stock counting.
MRP Management manages the material and production requirements of a company, by tracking several inputs such as
sales forecast and current stocks levels.
Production Management is in charge of the managing the making of products that either consist of a few components (bill of
materials), or are a result of a more complex production process.
Projects and Services Management addresses Company's Projects of any type.
Payables and Receivables Management addresses customer collections and supplier payments.
Bank Statement to Bank Reconciliation addresses the business process for entering and reconciling bank statements with
account payable or receivable transactions and cash balances in the general ledger.
Period End Close to Financial Report manages daily accounting activities as well as the life­cycle
of an accounting
period.
It also allows the business processes for the production of internal and external financial and tax reports.
Asset Acquisition to Dispose manages global assets life cycle from acquisition to disposition, including depreciation and other
write­downs.
Budget Analysis is all about taking an holistic approach for managing budgets to achieve a single view of the company.
Each of above listed business flow is explained in deep within the Openbravo application area where it can be executed.
Common Concepts & Processes
Openbravo 3 has been designed to allow an easy and intuitive way of working.
This approach implies that many concepts and process are common ones, therefore are present all along Openbravo.
This section lists and describes Openbravo concepts and processes with the aim of avoiding that the same concept or process is
explained more than once.
Common Concepts & Processes
Openbravo Application Areas
Openbravo is split into different application areas. Each area is represented by a separate folder accessible from the Application menu in
the top navigation screen area:
Each business area includes separates folders:
Setup ­the
setup or configuration required for that business area to work
Transactions ­the
transactions which can be executed within that business area
Analysis Tools ­the
reports which can be launched to get accurate and relevant data about that specific business area
and the advanced features which can also be executed once shown within that business area.
Therefore this section of the User Guide details:
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3. 6/23/2014 User Guide - OpenbravoWiki
how to configure
hot to use
and how to analize
each Openbravo application area within the corresponding business flow.
General Setup
General Setup is the place where to configure basic Openbravo settings such as the enterprise model, users and roles as well as other
more advance setting such as alerts, preferences and processes.
Master Data Management
Mater Data is a central repository of data where key information such as business partners and products can be created, configured and
therefore shared accross other Openbravo application areas.
Procurement Management
Procurement Management supports the management of the orders, goods receipts and purchase invoices as well as the analysis of
purchase related data.
Warehouse Management
Warehouses and storage bins can be created and manage in this application area, as well as inventory count and inventory valuation.
Production Management
Production Management monitors the production processes and activities as well as support the analysis of production related data.
Material Requirement Planning
MRP provides the tools to plan and monitor purchase and production planning by tracking several inputs such as sales forecast and
current stock levels.
Sales Management
Sales Management addresses the life­cycle
of a sales process and besides provides the tools to analyze sales related information.
Project and Service Management
Project and Services Management addresses services and multiphase projects and helps on analyzing project related reports.
Financial Management
The "Financial Management" area supports daily accounting activities such as payable and receivable accounts management, assets
amortization as well as the opening and closing of the accounting year.
How To
There are a series of How To documents addressing areas of special interest. Many of the guides present how to achieve particular
business goals in a manner supported by Openbravo.
Appendix
Glossary
In Glossary you will find a brief and clear explanation about Openbravo main terms.
Screens Reference
In Screens Reference you will find a single repository of information about all Openbravo screens, fields and entities.
Final Note
Finally, it is important to remark that:
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This document refers to Openbravo 3 Professional Edition.
Users of other editions, including Basic and Community Edition, can still refer to this document but will find that some sections are
not applicable to their product.
Each Openbravo application area includes additionaly an Advanced Features section that describes features hidden in the default
configuration because they are not commonly used.
These sections describe how to make advanced features accessible, how to setup your Openbravo system to use them and how
you can use them.
This document is not oriented to explain concepts or processes accessible for "specific" roles in an organization, but for a role
which has no access restrictions.
If you are willing to contribute to this guide, please review the How to properly document a feature article.
User Guide is thick. Cannot make your way through it? Learn how to navigate these materials from the following blog post.
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