General Setup

8/14/2019 General Setup

1/36

ERP/2.50/User Manual/General Setup

1 Application

1.1 Module Management

1.2 Currency

1.2.1 Conversion Rates

1.2.2 Currency

1.3 Language

1.4 Import/Export Translations

1.5 Application Translation Check

1.5.1 Element Translation

1.5.2 Field Category Translation

1.5.3 Field Translation

1.5.4 Form Translation

1.5.5 Menu Translation

1.5.6 Message Translation

1.5.7 Process Translation

1.5.8 Reference List Translation

1.5.9 Language

1.5.10 Tab Translation

1.5.11 Task Translation

1.5.12 Window Translation

1.5.13 Workflow Node Translation

1.5.14 Workflow Translation

1.6 Conversion Rates

1.7 Country Region and City

1.7.1 City

1.7.2 Country

1.7.3 Region

1.8 Location

1.9 Preference

1.9.1 Preference

1.10 Session Info

1.11 Menu

1.12 Workflow

1.12.1 Access

1 | P a g e


2/36

1.12.2 Next Step

1.12.3 Node

1.12.4 Workflow

1.13 Tree and Node Image

1.13.1 Tree

1.14 Task

1.14.1 Access

1.14.2 Task

1.15 Data File Type

1.15.1 Data types

1.16 Create Help

1.17 Alert

1.17.1 Alert

1.17.2 Alert Recipient

1.17.3 Alert Rule

1.18 Alert Management

1.19 Heartbeat and Register

2 Client

2.1 Initial Client Setup

2.2 Delete Client

2.3 Copy Client

2.4 Client

2.4.1 Client

2.4.2 Information

2.4.3 Poc Configuration

3 Security

3.1 User

3.1.1 User

3.1.2 User Roles

3.2 Role

3.2.1 Form Access

3.2.2 Org Access

3.2.3 Process Access

3.2.4 Role

3.2.5 Task Access

3.2.6 User Assignment

3.2.7 Window Access

2 | P a g e


3/36

3.2.8 Workflow Access

3.3 Role Access

3.3.1 Column Access

3.3.2 Record Access

3.3.3 Role

3.3.4 Table Access

3.4 Session

3.4.1 Session

3.4.2 Change Log

4 Enterprise

4.1 Initial Organization Setup

4.2 Enterprise Module Management

4.3 Organization Type

4.4 Organization

4.4.1 Organization

4.4.2 Information

4.4.3 Org Schema

4.4.4 Year

5 Process Scheduling

5.1 Process Request

6 Process Monitor

Application

Module Management

Install, update and uninstall extension modules.

Currency

View larger

Define currencies and conversion rates to be used in the application.

Keep in Mind:

3 | P a g e
http://wiki.openbravo.com/wiki/Image:Currency24x.jpghttp://wiki.openbravo.com/wiki/Image:Currency24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:IconProcess.png


4/36

The user can define the number of decimals that are used in calculations. It is alsopossible to introduce the conversion rates for a specific period of time.

Conversion Rates

Create conversion rates for a selected currency.

Fields:

Active:A flag indicating whether this record is available for use or de-activated.

Client: Client for this installation.

Conversion Rate:The amount or quantity at which one unit of measure is changed toanother.

Conversion RateType:

A distinct conversion rate characteristic used for processes.

Currency:

An accepted medium of monetary exchange that may vary across

countries.Currency To: Target currency

Divide Rate by:The rate by which the base unit will be divided by to create theconverted unit.

Multiple Rate by:The rate by which the base unit will be mutiplied by to create theconverted unit.

Organization: Organizational entity within client

Valid from Date: A parameter stating the starting time of a specified request.

Valid until Date: A parameter stating the ending time of a specified request.

Currency

Define currencies to be used in the application.

Fields:



Costing Precision: Rounding used costing calculations

Currency symbol at theright:

Indicates if the currency symbol is at the right side of theamount.

Description: A space to write additional related information.ISO Code: A coding standard for currencies.


Price Precision: Price precision

Standard Precision: Rule for rounding calculated amounts

Symbol:An abbreviated description used to define a unit of measure orcurrency.

Language

4 | P a g e
http://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


5/36

View larger

Define multiple languages to be used in the application.

Keep in Mind:

It is possible for users to access the application and use the same information andinterfaces (windows, tabs and fields) in different languages.

If a language is a system terminology, the field translation is allowed.

Fields:

Active: A flag indicating whether this record is available for use or de-activated.

Base Language: The system information is maintained in this language


ISO CountryCode:

The geographic country code for a country based on the ISO standard.

ISO LanguageCode:

Lower-case two-letter ISO-3166 code -http://www.ics.uci.edu/pub/ietf/http/related/iso639.txt

Language: A method of communication being used.

Language ID:

Name: A identifier for a document which can be used as a search tool.


Pixelsize:

SystemLanguage:

The screens, etc. are maintained in this Language

Translated By: Translated by

Is RTL: Identifies the language as written from right to left.

Verify

Languages:

Verify existence of language translation in system (required after creating

a new language)

Import/Export Translations

View larger

5 | P a g e
http://www.ics.uci.edu/pub/ietf/http/related/iso639.txthttp://www.ics.uci.edu/pub/ietf/http/related/iso639.txthttp://wiki.openbravo.com/wiki/Image:ImpExpTranslations24x.jpghttp://wiki.openbravo.com/wiki/Image:ImpExpTranslations24x.jpghttp://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:Language24x.jpghttp://wiki.openbravo.com/wiki/Image:Language24x.jpghttp://www.ics.uci.edu/pub/ietf/http/related/iso639.txt


6/36

Import or export localizations.

Application Translation Check

View larger

Create and edit translations for a selected application language.

Element Translation

Add and edit translations of a selected element.

Fields:


Application Element:An element that consolidates help, descriptions and terms for adatabase column and allows for a central maintenance.


Description: A space to write additional related information.Help/Comment:

A comment that adds additional information to help users work withfields.




Print Name onPurchase Order:

A option to print the name given in the purchase order document.

Print Text: The displayed text of an element.

Purchase OrderDescription:

A space to write additional related information for a purchase order.

Purchase Order Help:A comment that adds additional information to help users work withfields within a purchase order.

Purchase Order Name:A identifier for a document which can be used as a search tool for a

purchase order.

Translation: An indication that an item is translated.

Field Category Translation

Add and edit translations of a selected field category.

Fields:


6 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:ApplicationTranslationCheck24x.jpghttp://wiki.openbravo.com/wiki/Image:ApplicationTranslationCheck24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


7/36


Field Category: A classification of similar fields.





Field Translation

Add and edit translations of a selected field.

Fields:



Description: A space to write additional related information.

Field: Any element which can be viewed, edited, or added to a window.Help/Comment: A comment that adds additional information to help users work with fields.





Form Translation

Add and edit translations of a selected form.

Fields:Active: A flag indicating whether this record is available for use or de-activated.



Help/Comment: A comment that adds additional information to help users work with fields.




Special Form: The name of the form being edited.


Menu Translation

Add and edit translations of a selected menu element.

Fields:





Menu: Identifies a Menu


7 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


8/36



Message Translation

Add and edit translations of a specified message.

Fields:



Hint: A help or advice provided regarding the application initiated message.


Message: The name of the application initiated message.

Message Text: The text/content of the spplication initiated message.



Process Translation

Add and edit translations of a specified process.

Fields:





Language: A method of communication being used.Name: A identifier for a document which can be used as a search tool.


Process: A series of actions carried out in sequential order.


Reference List Translation

Add and edit translations of a specified reference list.

Fields:




Language: A method of communication being used.Name: A identifier for a document which can be used as a search tool.

8 | P a g e


9/36


Reference List: Reference List based on Table


Language

Edit an application language translation by selecting it.

Fields:


Base Language: The system information is maintained in this language


ISO CountryCode:

The geographic country code for a country based on the ISO standard.

ISO LanguageCode:

Lower-case two-letter ISO-3166 code -http://www.ics.uci.edu/pub/ietf/http/related/iso639.txt


Language ID:



SystemLanguage:

The screens, etc. are maintained in this Language

VerifyLanguages:

Verify existence of language translation in system (required after creatinga new language)

Tab Translation

Add and edit translations of a selected tab.

Fields:



ConfirmationMessage:

A warning or information displayed when saving the record.


Help/Comment:A comment that adds additional information to help users work withfields.




Tab: An indication that a tab is displayed within a window.


9 | P a g e
http://www.ics.uci.edu/pub/ietf/http/related/iso639.txthttp://www.ics.uci.edu/pub/ietf/http/related/iso639.txthttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://www.ics.uci.edu/pub/ietf/http/related/iso639.txt


10/36

Task Translation

Add and edit translations of a selected task.

Fields:








OS Task: The name of an operating task.


Window Translation

Add and edit translations of a selected window.

Fields:

Active: A flag indicating whether this record is available for use or de-activated.Client: Client for this installation.







Window: A work area which can be used to create, view, edit, and process a record.

Workflow Node Translation

Add and edit translations of a selected workflow node.

Fields:







Node: The connecting points in a workflow.

10 | P a g e


11/36



Workflow Translation

Add and edit translations of a selected workflow.

Fields:


Client: Client for this installation.Description: A space to write additional related information.






Workflow: A set of procedures used to show the path to complete a specified task.

Conversion Rates

View larger

Define conversion rates to be used for currencies defined in the application.

Fields:



Conversion Rate:The amount or quantity at which one unit of measure is changed toanother.

Conversion RateType:

A distinct conversion rate characteristic used for processes.

Currency:An accepted medium of monetary exchange that may vary acrosscountries.

Currency To: Target currency

11 | P a g e
http://wiki.openbravo.com/wiki/Image:ConversionRates24x.jpghttp://wiki.openbravo.com/wiki/Image:ConversionRates24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


12/36

Divide Rate by:The rate by which the base unit will be divided by to create theconverted unit.

Multiple Rate by:The rate by which the base unit will be mutiplied by to create theconverted unit.


Valid from Date: A parameter stating the starting time of a specified request.Valid until Date: A parameter stating the ending time of a specified request.

Country Region and City

View larger

Define countries with regions and cities to be used in the application.

City

Define cities to be used in the application.

Fields:

Active: A flag indicating whether this record is available for use or de-activated.Area Code: Phone Area Code

City:A populated defined area located within a larger area such as a state, province,or country.


Coordinates: Location coordinate

Country: A state or a nation.

Initials: Location code - UN/LOCODE



Postal Code: A identification code used to help get items to a specific location.

Region: An area of a specific country.

Country

Define countries to be used in the application.

Fields:


Additional Postal code: Has Additional Postal Code

Additional PostalFormat: Additional Postal Format

12 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Country24x.jpghttp://wiki.openbravo.com/wiki/Image:Country24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


13/36

Address Print Format: Format for printing this Address



Country has Region: Country contains Regions

Currency:

An accepted medium of monetary exchange that may vary across

countries.

Default: A value that is shown whenever a record is created.


ISO Country Code:The geographic country code for a country based on the ISOstandard.




Phone Format: Phone Format

Postal code Format: Postal code Format

Region Name: The name of an area in a specific country.

Region

Define regions to be used in the application.

Fields:



C_Nation_ID:


Default: A value that is shown whenever a record is created.





Search Key: A fast method for finding a particular record.

Location

View larger

13 | P a g e
http://wiki.openbravo.com/wiki/Image:Location24x.jpghttp://wiki.openbravo.com/wiki/Image:Location24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


14/36

Define addresses or service points of your organizations.

Fields:


Address Line 1: A space to write the location of a business partner.

Address Line 2: A space to write the location of a business partner.

City:A populated defined area located within a larger area such as a state,

province, or country.



Location /Address:

A specific place or residence.


Postal Code: A identification code used to help get items to a specific location.


Region Name: The name of an area in a specific country.

Preference

View larger

Create and edit extremely restrictive values for a specified user, window, or for the entireapplication.

Preference

Create a preference. If this preference is in conflict with any other default in the application,

this preference will take priority.Fields:


Attribute: A defined characteristic of a specific product.



Preference: Personal Preference


User/Contact: An acquaintance to reach for information related to the business partner.


Session Info

14 | P a g e
http://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Preference24x.jpghttp://wiki.openbravo.com/wiki/Image:Preference24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


15/36


16/36




Entity Type: Dictionary Entity Type; Determines ownership and synchronization

Menu: Identifies a Menu





Read Only: An object which may only be viewed, not edited.

SalesTransaction:

An indication that a transfer of goods and money between businesspartners is occurring.


Summary Level:A means of grouping fields in order to view or hide additionalinformation.

URL: An address which can be accessed via internet.Window: A work area which can be used to create, view, edit, and process a record.

Workbench: Collection of windows, reports


Workflow

View larger

Define workflows that guide users through steps required to complete a specified task.

What is a Workflow?

Workflow is a visualization of all the steps that are to be taken in order to create a newBusiness Partner, Product, etc. in the application. In this window the user can configure allapplication workflows.

Keep in Mind:

New workflows created in the application are generated automatically.

A Node represents one step of a desired action in the workflow.

As means of defining the order of the nodes, when creating a node it is necessary toindicate the following node. For that reason nodes are commonly not created from thelast to first.

Access

16 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Workflow24x.jpghttp://wiki.openbravo.com/wiki/Image:Workflow24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


17/36

Edit access to a selected workflow for a role.

Fields:



Editable Field: An indication that this field may be viewed.Organization: Organizational entity within client

Role:The profile of security for the user defining what windows and tabs they cansee.


Next Step

Define node structures to be shown in the workflow.

Fields:



Condition: Condition required for workflow to proceed

Next Node: Next Node in workflow



Node

Create nodes for a selected workflow.

Fields:

Action: A drop down list box indicating the next step to take.


CentralMaintenance:

A flag indicating that this label is managed in a central repository.

Client: Client for this installation.Description: A space to write additional related information.


Help/Comment:A comment that adds additional information to help users work withfields.






Special Form: The name of the form being edited.Window: A work area which can be used to create, view, edit, and process a

17 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


18/36

record.



X Position: Absolute X (horizontal) position in 1/72 of an inch

Y Position: Absolute Y (vertical) position in 1/72 of an inch

Workflow

Create workflows to be used in the application menu.

Fields:



Data Access Level: A privilege required to make adjustments to an object.


Entity Type: Dictionary Entity Type; Determines ownership and synchronizationHelp/Comment:

A comment that adds additional information to help users work withfields.





Tree and Node Image

View larger

Defines the descriptions and images that will be used when a tree is displayed.

Tree

Define structural trees to be used in the application.

Fields:

18 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tree24x.jpghttp://wiki.openbravo.com/wiki/Image:Tree24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


19/36


All Nodes: All Nodes are included





Tree: Identifies a Tree

Type Area: Element this tree is built on (i.e Product, Business Partner)

Task

View larger

Define tasks to be used in the application for selected roles.

Access

Add roles that will have access to a specified task.

Fields:



Editable Field: An indication that this field may be viewed.




Task

Create tasks that will be performed in the application.

Fields:



Data Access Level: A privilege required to make adjustments to an object.



Help/Comment:

A comment that adds additional information to help users work with

fields.Java Class Name: Java Classname

19 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Task24x.jpghttp://wiki.openbravo.com/wiki/Image:Task24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


20/36



OS Command: Operating System Command


Data File Type

View larger

Create and edit formats for attached files (.pdf, .html)

Data types

Create and edit format for the attach files (.pdf, .html)

Fields:



Data type: Data type

Format: Format



Create Help

Create an html file with the content of the online help.

Alert

20 | P a g e
http://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:DataFileType24x.jpghttp://wiki.openbravo.com/wiki/Image:DataFileType24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


21/36

View larger

Create and edit alerts that will inform you about any critical or important situation in theapplication.

What is an alert?

An alert is a notification that informs or warns its recipients about a critical or very importantsituation that has arisen.

What is the alerts usage?Alerts can be used to prevent delays in the processing of critical situations. Alerts are definedso that whenever the system recognizes the situation the alert is sent.

What are the types of alerts?

In Openbravo the user has the possibility to define three types of alerts:

Structural (Allow the user to maintain the application dictionary and are closely

related to the data base.)

Functional (Might be used for any operations realized in the application for example,negative stock or incorrect GL posting.)

Custom Code (Can be any other alerts that might allow the user to prevent criticalsituation or remind about something.)

Alert

Create alerts that will inform you about any critical or important situation in the application.

Fields:


Alert: Alert

Alert Rule: Definition of the alert element


Comments: A space to write additional related information.


Fixed: Is fixed


Record ID: An record identifier in the dictionary.

Reference Search Key: The exact reference specification for a list or a table.

21 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Alert24x.jpghttp://wiki.openbravo.com/wiki/Image:Alert24x.jpg


22/36

Role:The profile of security for the user defining what windows and tabsthey can see.

User/Contact:An acquaintance to reach for information related to the business

partner.

Warehouse / Service

Point: The location where products arrive to or are sent from.

Alert Recipient

Add recipients for a selected alert.

Fields:





Send EMail: Enable sending Document EMail


Alert Rule

Define the alert rule in the SQL format.

Fields:




Filter clause: Filter clause

Name: A identifier for a document which can be used as a search tool.Organization: Organizational entity within client

Sql: SQL clause

Tab: An indication that a tab is displayed within a window.

Alert Management

22 | P a g e
http://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


23/36

View larger

Edit predefined alerts made by the user.

Heartbeat and Register

The first time you log into the system, you will be prompted to setup the Heart Beatfunctionality and register your system.

At any time, you can user the Heartbeat and Register windows to the configuration of thesefunctionality.

More

Client

Initial Client Setup

View larger

Create a new empty client from scratch.

Keep in Mind:

Once you have created a new Client it is necessary to import accounts from a csv. file.

Delete Client

View larger

23 | P a g e
http://wiki.openbravo.com/wiki/User_Manual_2.40/HeartBeathttp://wiki.openbravo.com/wiki/Image:DeleteClient24x.jpghttp://wiki.openbravo.com/wiki/Image:DeleteClient24x.jpghttp://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:InitialClientSetup24x.jpghttp://wiki.openbravo.com/wiki/Image:InitialClientSetup24x.jpghttp://wiki.openbravo.com/wiki/Image:IconProcess.pnghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:AlertMgmt24x.jpghttp://wiki.openbravo.com/wiki/Image:AlertMgmt24x.jpghttp://wiki.openbravo.com/wiki/User_Manual_2.40/HeartBeat


24/36

Delete a selected client and all its corresponding data. NOTE: The process is irreversible!

Copy Client

View larger

Create a new client by copying all the data from a chosen existing client.

Client

View larger

Define client characteristics, additional information, and defaults.

Keep in Mind:

Openbravo is a multi-company application.

The management of each Client is independent from others in the application. *EachClient can be comprised of one or many organizations.

New Clients are usually not created from this window. The new Client creation

process requires several verifications and processes which are made in the InitialClient Setup Process.

Client

Add client's detailed information.

Fields:



Description: A space to write additional related information.Document Directory: Directory for documents from the application server

24 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Client24x.jpghttp://wiki.openbravo.com/wiki/Image:Client24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:CopyClient24x.jpghttp://wiki.openbravo.com/wiki/Image:CopyClient24x.jpghttp://wiki.openbravo.com/wiki/Image:IconProcess.png


25/36


Mail Host: Hostname of Mail Server for SMTP and IMAP

Multi LingualDocuments:

Documents are Multi Lingual



Request EMail:EMail address to send automated mails from or receive mails forautomated processing (fully qualified)

Request Folder: EMail folder to process incoming emails; if empty INBOX is used

Request User: User Name (ID) of the email owner

Request UserPassword:

Password of the user name (ID) for mail processing


SMTPAuthentification:

Your mail server requires Authentification

Web Directory: Web Interface

Web Order EMail:EMail address to receive notifications when web orders were

processed

Information

Add client's advanced settings to be used in the application.

Fields:


Allow negative stock: Allow negative stock

Calendar:A table showing the days of the week for each month of theyear.

Check Order Organization:The checkorderorg identifies the order organization and the

business partner organization

Check ShipmentOrganization:

The Checkinoutorg identifies the shipment organization andthe business partner organization.


Discount calculated fromLine Amounts:

Payment Discount calculation does not include Taxes andCharges

Goal: The aim or objective for a person or task.Group Invoice Lines inAccounting:

Group Accounting Invoice Lines


Price List:A catalog of selected items with prices defined generally orfor a specific partner.

Primary Accounting Schema: Primary rules for accounting

Primary Tree BPartner: Business Partner Tree

Primary Tree Menu: Tree Menu

Primary Tree Organization: Organization Tree

Primary Tree Product: Product Tree

Primary Tree Project: Project Tree

25 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.png


26/36


27/36

Create users and manage user roles to give access permissions.

Keep in Mind:

After accessing the application, depending on defined roles, users are able to seedetermined functionalities.

Regardless of what functionalities are available, each of them must have a defineduser name and password in order to access the application.

Before assigning roles to users, it is necessary to create roles in the Roles window.

User

Create users of the application.

Fields:


Alternative PhoneNo.:

A second contact telephone number for a business partner.

Birthday: An anniversary of birth for a business partner.

Business Partner :Anyone who takes part in daily business operations by acting as acustomer, employee, etc.


Comments: A space to write additional related information.

Default Client: Default Session Client

Default Language: Default Language

Default

Organization:Default Organization

Default Role: Defautl Role

Default Warehouse: Default Warehouse


Email: An email address for a specified business partner.

Email User ID: User Name (ID) in the Mail System

Email UserPassword:

Password of your email user id

Fax: A fax number for a specified business partner.

First name: Name of the contact

Goal: The aim or objective for a person or task.Last Contact: Date this individual was last contacted

Last Contact Result:A statement related to the result of the last interaction with a business

partner.

Last name: Last name of the contact

Name: Alphanumeric identifier of the entity


Partner Address: The location of the selected business partner.

Password: A secret code used to allow access to a specified window or tab.

Personal Goal: Goal hierarchy only visible to user

Phone: A telephone number for a specified business partner.Position: A defined job, title, or ranking within a company.

27 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.png


28/36


29/36





Org Access

Edit the selected role's access to the specified organizations.

Fields:





Process Access

Edit the selected role's access to the specified application processes.

Fields:







Role

Create roles to give the user the complete or partial access to the application's elements.

Fields:


Approval Amount: The approval amount limit for this role

Client: Client for this installation.Client List: Clients this Role can access



Grant Access:Grants access to module and window, process, task, workflow andforms.

Manual:A task or process completed directly by the user, not automatically bythe application.


Organization: Organizational entity within clientOrganization List: List of Organizations this Role can access

29 | P a g e


30/36

Primary TreeMenu:

Tree Menu

Role:The profile of security for the user defining what windows and tabs theycan see.

User Level: System Client Organization

Task Access

Edit the selected role's access to specified application tasks.

Fields:




Organization: Organizational entity within clientOS Task: The name of an operating task.


User Assignment

Add users to be assigned to the specified role.

Fields:


Client: Client for this installation.Organization: Organizational entity within client



Window Access

Edit the selected role's access to specified application windows.

Fields:







Workflow Access

Edit the selected role's access to specified application workflows.

Fields:

30 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


31/36





Role:

The profile of security for the user defining what windows and tabs they can

see.


Role Access

View larger

Define access to DB tables and columns for selected roles.

Column Access

Create or edit access to DB columns for a selected role.

Fields:

Active: A flag indicating whether this record is available for use or de-activated.Client: Client for this installation.

Column: A link to the database column of the table.

Exclude: A selection permitting or denying a role access to specified data.




Table: A dictionary table used for this tab that points to the database table.

Record Access

Maintain Record Access

Fields:






Record ID: Direct internal record ID

Role: The profile of security for the user defining what windows and tabs they cansee.

31 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:RoleAccess24x.jpghttp://wiki.openbravo.com/wiki/Image:RoleAccess24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


32/36


Role

Edit a role for which you want to give or withhold tables and columns tables.

Fields:


Approval Amount: The approval amount limit for this role


Client List: Clients this Role can access



Manual:A task or process completed directly by the user, not automatically bythe application.



Organization List: List of Organizations this Role can access

Primary TreeMenu:

Tree Menu

Role:The profile of security for the user defining what windows and tabs theycan see.

User Level: System Client Organization

Table AccessCreate or edit access to DB tables for a selected role.

Fields:








Session

32 | P a g e
http://wiki.openbravo.com/wiki/Image:Session24x.jpghttp://wiki.openbravo.com/wiki/Image:Session24x.jpghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.png


33/36

View larger

View all logins made in the application.

Session

Show all changes that have been made in the application.

Fields:



Creation Date: The date that this record is completed.


Processed: A confirmation that the associated documents or requests are processed.

Remote Addr: Remote Address

Remote Host: Remote Host

Session: User Session Online or WebWeb Session: Web Session ID

Change Log

Data Changes

Fields:Active: A flag indicating whether this record is available for use or de-activated.

Change Log: Log of data changes


Column: A link to the database column of the table.

Creation Date: The date that this record is completed.

New Value: New field value

Old Value: The old file data


Record ID: Direct internal record ID

Session: User Session Online or WebTable: A dictionary table used for this tab that points to the database table.

EnterpriseCreate organizations and manage the organizational structure of your business.

What is an Organization?

Organization is a business unit. Each entity can have more than one business unit defined.Organizations can be described as departments, divisions, etc. and can be located in differentregions or countries. Each organization can have its own accounting schema.

Keep in Mind:

33 | P a g e


34/36


35/36

Active Select the checkbox to make the organization type active.

Name Give the organization type a name.

Description Type a brief description of the organization type if required.

Legal Entity Select the checkbox if the organization type is a legal entity.

Business Unit Select the checkbox if the organization type is a business unit.

TransactionsAllowed

Select the checkbox if the organization type is able to carry outtransactions on the system.

Organization

Create organizations to manage your company's organizational structure.

Organization

Fields:







Summary Level:A means of grouping fields in order to view or hide additionalinformation.

Organization Type: Select the organization type from the list.

Calendar: Select the financial calendar used by the organization.

Information

Add complementary information for a selected organization.

Fields:


Business Partner :Anyone who takes part in daily business operations by acting as acustomer, employee, etc.


D-U-N-S: Dun & Bradstreet NumberGoal: The aim or objective for a person or task.

Location /Address:

A specific place or residence.

Logo:


Reference Order: Uses Order document number as inout number

Tax ID: The government defined unique number for assigning and paying taxes.

35 | P a g e
http://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:Tab23.pnghttp://wiki.openbravo.com/wiki/Image:IconAutoForm.png


36/36

Org Schema

Specify the accounting schemas associated with the organization.

Fields



Active: Select the checkbox to make the schema active

Accounting Schema Select the accounting schema.

Year

Displays information about the financial year if the organization has a calendar associatedwith it.Fields



Fiscal Year The financial year of the calendar

Description A brief description of the year

Active: Select the checkbox to make the year active

Process SchedulingSchedule and monitor system processes.

Process Request

FieldsClient Client for this installation

Process Select the process to be scheduled.

Timing Select whether to run the process immediately, later or at a scheduled time.

Organization Select the organization

Active Select the checkbox to make the process active

Security Based onRole

Select the checkbox to enable the process to be viewed and edited by otherusers with the same user as scheduled the process.

Start date Specify the date that a later or scheduled process will start

Start time Specify the time that a later or scheduled process will start

Frequency Specify how frequently the scheduled process will take place

Interval / OptionSpecify further details of your chosen frequency. For example for dailyfrequency, specify the days of the week on which the process will take

place.

Repetitions Specify how often the process will repeat per interval

FinishesSelect the checkbox if the process finishes. Clear the checkbox to let the

process run indefinitely

Finish time If the process is scheduled to finish, specify the finish time

Process Monitor

Check the progress of scheduled processes.

General Setup

Documents

Transcript of General Setup