Openbravo create entity

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Create New Entity Tutorial

date Revision 0.2

Visit us at www.openbravo.com

Table of Contents
I. Introduction........................................................................................................................ 3 II. Create an entity................................................................................................................ 4 III. ImportAccounts.............................................................................................................. 8 IV. Define Periods.............................................................................................................. 10 V. Define taxes................................................................................................................... 11

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I.

Introduction
The process of creating a new entity comprises the following tasks:
● ● ● ●

Create an entity Import accounts Define periods Define taxes

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II.

Create an entity
You must log into Openbravo using an account with the System Administration role. Now go to the “Initial Client Setup” in the “Generalrules-Generate rules” menu. The main fields of this form are:


Customer: The name for the new customer.

● System instalation: By checking this field the assigned identificators will be in the system range, if it is not checked they will be in the users range. ● ● ● ●

Organization: The name of the organization.

Customer user: The username that will be created with System Administration role.User organization: The username that will be created with User role. Currency: Here you can choose the currency for the new entity.

● Location fields (country, city and region): These fields define the physical localization of the entity. ● Optional fields: These fields define the data that will be stored to be used at the dimensional analysis.

Account Schema File: Here you indicate the filewhere you have defined the account schema for your country. There are some predefined files for different countries you can download from Openbravo's. If the account schema you need doesn't fit with one of these files, you can create a new one following the tutorial on Creating Accounts.


In our example we will fill up these fields as follows:
● ● ● ● ● ● ● ●

Customer: Test Organization:TestOrg Customer user: TestAdmin User organization: TestUser Currency: Euro

Location fields (country, city and region): Spain, Barcelona, BARCELONA. Optional fields: We will check Business Partner, Product and Project Account Schema File: AccountESOpenbravo.csv

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Once you have filled up this form, you can click on the Accept button ( you should obtainthe following screen:

) and

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Now you can log into Openbravo with the created user TestAdmin and role Test Admin. The password assigned by default to the new users is the same as the name, be careful when you type it because password is case sensitive.

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You can test the Accounting Schema import has beencorrect by going to Performance Analysis-Accounting Rules-Accounting Schema where you should be able to see the created accounts.

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III.

Import Accounts
Once you have defined the account schema you need to import the specific client accounts. To achieve this we need to define in a text file (with commas (,) as field separator) all the accounts. Adefinition of this file, and how can be adapted to your need, is in the tutorial on Creating Accounts. This file can be the same used at the previous chapter. When the file is used at Initial Client Setup the application only reads the lines requiered to do the account schema but not the ones for the client accounts. When this file is defined the next step is to import it to Openbravo: go to General...
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