Tuesday, October 13, 2015

Openbravo Live instance - Known issues and solutions

Account Tree got mixed up

Impact - Wrong value in Balance sheet and P&l structure report
Reason - Manual error(drag and drop), wrong account type, improper "IsSummary" (folder structure)


--All accounts,breakdown,header should have SUMMARY LEVEL yes

select c_elementvalue_id,value,name,elementlevel from c_elementvalue  where elementlevel<>'S' and issummary='N'

--check any sub account in summary, if so fix it
select c_elementvalue_id,value,name,elementlevel from c_elementvalue  where
elementlevel='S' and issummary='Y'

--subaccount as parent, if so fix it
select node_id,parent_id from ad_treenode where ad_tree_id  ='PASS-TREEID-HERE' and parent_id in 
(select c_elementvalue_id from c_elementvalue  where  elementlevel='S')

find tree id using following query
select ad_tree_id,name,treetype from ad_tree where name ilike '%element%';

Product type mixed up

Example : Air ticket. User wrongly created this product as product type "Item" instead of "Expense" and placed Purchase Order. Now user identified error and try to update product as "Expense" .
System won't allow because stock proposal is registered .


create or replace function fix_producttype(product_id varchar) returns void as $$

update m_storage_pending set qtyreserved=0.00,qtyordered=0.00 where m_product_id= product_id;
update m_storage_detail set qtyonhand=0.00 where m_product_id= product_id;
update m_product set producttype='E',isstocked='N' where m_product_id= product_id;
$$ LANGUAGE plpgsql;

select m_product_id,value,name from m_product where name ilike '%ticket%' and producttype<>'E'

select producttype(m_product_id) from m_product where name ilike '%ticket%' and producttype<>'E'

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