Tuesday, March 24, 2015

Openbravo - Finance Management - Payment OUT Approval feature

Document Rule 
    Document Rule window is used to define a rule for providing multilevel approvals for each Document Type.

    Payment Out Approval

    • Payment Out Approval window is used to review and approve Payment Out processed in the system. It will list all the Payment Out which is waiting for user’s approval.

    • Select the document which need to be approved . On selecting the corresponding line it will open a pop-up as below.

    Show History

    • Clicking on Show History link it will display the approval process and comments.

    • On clicking the Approve button it will check for the next level approval based on the document rule and it will be available for the next role that need to be approved.
    • If there is no next level approval then the document will be approved.
    • On clicking the Rework button it will send back the document to the requester with initial status as “Awaiting Payment” .

    Friday, January 9, 2015

    Openbravo Platform - Latest features

    Combined Selector+Record creator:

    Release : 3.0 PR14Q4

    New selector definition that allows to create new records. Record creation is based on a Process Definition window.


    Landed Cost

    Release : 3.0 PR14Q4

     Landed costs implementation supports allocating additional costs to product receipts and related accounting


    Tree Selector

    Release : 3.0 PR14Q2

    The Tree Selector described in this manual is a variant of the Openbravo Selector. It can only be applied on tables with trees defined.
    Both the implementation of the tree selector and its use is similar to the standard selector. The main difference is that instead of using a grid for the form item drop down and the popup, the Tree Selector uses a tree grid:
    Drop down tree:

    Popup tree:



    Process Group:

     Improve the Process Scheduler to be able to schedule and execute a group of processes as a single unit.

    Process Group List

    Create a Process inside a Process Group with a sequence number
    Process Group List contains the list of processes that are part of the group sorted in a certain order.


    Code : https://code.openbravo.com/erp/mods/org.openbravo.platform.features/summary

    Thursday, July 24, 2014

    Openbravo - metR - Web based construction ERP

    Designed for today’s challenging environment, metR helps Construction businesses operate more efficiently and improve profitability.

    metR ERP is specifically designed to optimize the way a construction company operates in order to ensure continued success even as the company changes and grows. Using metR ERP, your organization can combine several functions into a logical, integrated system that facilitates the flow of information across your organization. metR ERP is designed using a centralized database that facilitates the modelling and automation of basic processes across your organization, eliminating the need for disparate systems maintained by
    various units of the organization. metR allows you to control and access data in real time,helping you maximize your profits through better budget and schedule management while reducing the risks of duplicating or losing data entries. We streamline the management processes to provide you with the accurate information you need to assume full control of your day-to-day operations.

    Key Features
    • Tender Management
    • Role based Workflow Approval support
    • Project Estimation
    • Contract Management
    • Project Planning & Budgeting
    • Project Execution & Monitoring
    • Progress Billing Management
    • Construction Payroll
    • Labour Management
    • Inventory Management
    • Procurement Management
    • Tools & Equipment Management
    • Breakdown/Preventive Equipment
    • Maintenance
    • Accounting
    • Executive Dashboard, Widgets
    • Business intelligence / Reports
    • Document Management / Attachments
    • Sub-Contractor portal
    • Vendor portal

    metR key Components and their Features

    Construction Master Setup
    • Multilevel Material Categories and Material management. Virtually it supports 
      unlimited levels.
    • Multilevel Equipment Categories, Equipment Type, Equipment and Attachment 
    • Tools Categories and Tool management.
    • Bill of Quantities (BoQ) template management which will be used for project estimation,
      planning and budgeting. Each BoQ will have any one or more of the 5 components 
      below in its definition.
      1. Labour
      2. Material
      3. Equipment
      4. Tools
      5. BoQ
    • Expense Type Management for effective Petty Cash Management for the Projects.
    • Holiday Calendar definition for organization’s public and private holidays.
    • Indirect Cost Category and Indirect Cost Element Management

    Monday, July 21, 2014

    Openbravo - Human Resource Management - Qualian HRM User Manual


    1.0 General Setup
    • 1.1 Holiday Calendar
    • 1.2 HR Calendar

    2.0 Company Setup
    • 2.1 Company
    • 2.2 Company Holiday Calendar

    3.0 Employee Setup
    • 3.1 Designation
    • 3.2 Working Hour
    • 3.3 Department
    • 3.4 Employee Contract
    • 3.5 Employee
    • 3.5.1 Employee Tab
    • 3.5.2 Employee Identity
    • 3.5.3 Qualification
    • 3.5.4 Certifications
    • 3.5.5 Skills
    • 3.5.6 ID Card
    • 3.5.7 Experience
    • 3.5.8 Dependents
    • 3.6 Employment
    • 3.6.1 Employee
    • 3.6.2 Department
    • 3.6.3 Designation
    • 3.6.3 Asset
    • 3.6.5 Memo
    • 3.6.6 Benefits
    • 3.6.7 IT Declaration
    • 3.6.8 Payroll

    4.0 Leave Management
    • 4.1 Leave Type
    • 4.2 Designation-Leave Type
    • 4.3 Leave Request
    • 4.4 Approval Delegation
    • 4.5 Leave Request Approval
    • 4.6 Close Leave Year

    5.0 Shift Management
    • 5.1 Shift Definition
    • 5.2 Designation - Shift Assignment
    • 5.3 Shift Roster

    6.0 Memo Management
    • 6.1 Memo Setup
    • 6.2 Issue Memo

    7.0 Benefits Management
    • 7.1 Medical Insurance Upload

    8.0 IT Declaration

    Wednesday, July 16, 2014

    Openbravo Singapore Localization - GST

    Qualian - Singapore Localization module - User Manual for GST

    We have 2 reports related to GST .

    1) GST FORM

    2)  GST Grouping Details

    Let's see how to generate these reports.

    We have 3 windows related to GST

    1)     GST Form Setup

    2)     GST Form

    3)     GST Form History

    1)  Initially configure the GST Form Setup

    Navigate to Financial Management >> GST FORM >> GST Form Setup

    GST Form Settings – Required for generating GST Form

    Standard Tax : Business Partner Tax Category for Standard rate supplies Zero Tax : Business Partner Tax Category for Zero rate supplies
    Exempt Tax : Business Partner Tax Category for Exempt rate supplies

    Tax Payment Settings – Required for integrating GST form with Openbravo's Tax Payment

    Business Partner : Business Partner record for IRAS Currency : Currency of the Client

    General Ledger : General Ledger of the Client .

    Sales Tax Register : Sales Tax register for recording sales related taxes in Tax Payment. Purchase tax Register : Purchase Tax register for recording sales related taxes in Tax Payment.

    Note :

    1) Only one record should be available in GST FROM Setup .

    2)     Business Partners will be considered only if they are associated with any one of the tax selected in the Setup window . (Standard Tax , Zero Tax , Exempt tax )

    2) Generate GST Form

    Navigate to Financial Management >> GST FORM >> GST Form

    Organization : select Organization to which GST Form should generate . (Invoice Organization) From Date : From Date of the GST Form (Invoice Date)

    To Date : To Date of the GST Form (Invoice Date)

    Click “Pdf Report” button to generate the report .

    3) GST Form print will create a record in GST Form history .

    GST Grouping Details report will be printed from the GST Form History window .

    Navigate to Financial Management >> GST FORM >> GST Form History

    Click the print icon to generate Grouping Details Report .

    You can see all the invoice,tax details which are used to generate above reports in Tax Payment window.