Compiere 3 : an essential and concise guide to understanding and implementing Compiere / Andries L. Pretorius.

Format:

Book

Author/Creator:

Pretorius, Andries L.

Series:

Community experience distilled.

Community experience distilled

Language:

English

Subjects (All):

Business planning.

Management information systems.

Physical Description:

1 online resource (224 p.)

Edition:

1st ed.

Place of Publication:

Birmingham [England] : Packt Pub., 2010.

Language Note:

English

Biography/History:

L Pretorius Andries: Andries L Pretorius, CA(SA) ACMA(UK), an accountant by training who understands programming, is founder of Astidian Systems a leading Compiere and professional open source applications development and consulting house, which is a pioneer in deploying Compiere within its market for more than the last seven years. He has led many Compiere implementations as well as SAP R/3 and Great Plains (now MS Dynamics) implementations both from a consulting and business owner perspective. He has been the lead architect in many custom Compiere enhancements and has over 15 years of experience in ERP and CRM applications. His experience includes CFO and COO of leading South African retail, wholesale, and distribution enterprises, financial manager at a telecoms provider in Singapore as well as being articled at Deloitte Johannesburg and New York offices. You can reach him on his blog on www. astidian. com/blog.

Summary:

An essential and concise guide to understanding and implementing Compiere.

Contents:

Cover; Copyright; Credits; About the author; About the reviewer; Table of Contents; Preface; Chapter 1: Evaluating the Compiere System; When do you look at Compiere; Compiere's core ERP functionality; Compiere system administration; Sales cycle to accounts receivable; Purchasing cycle to accounts payable; Business partner management; Financial Accounting Management; Cash management; Customer Relationship Management; Inventory and material management; Light Production; Integrated advanced ERP functionality; Critical ERP decision factors; Budget

Up-front functional design and data relationshipsStatic out-of-the-box versus dynamic flexible ERP; Internal learning curve and time availability; Enterprise readiness; Technology; Personal career aspirations; Brand Loyalty; Do you evaluate Compiere differently because it is open source?; It must meet your functional needs; It must offer the Assurance Support Levels to suit your needs; Community-supported edition; Paid-for enterprise editions; It must provide an open source advantage; Compiere editions; Getting more information; Getting Compiere; Summary; Chapter 2: The Initial Compiere Setup

Compiere TerminologyCompiere setup overview; Starting and stopping the Application Server; Launching Compiere and logging in; Desktop launch; Web launch; The Compiere menu and windows; The Compiere menu; Compiere transaction window; Initial set-up process; Defining the account elements (Chart of Accounts) import; Setting up a tenant; Defining the calendar, year, and periods; Setting up your organizations; Setting up your warehouses and locators; Set up and verify your account element tree; Setting up and verify your accounting schema rules; Accounting Schema overview

Account Combinations and aliasesUnderstanding Unit of Measures (UOM) and conversions; Document sequences; Creating a user; Set up roles; Creating a role; Summary; Chapter 3: Customers and the Sales Process; The Sales Overview; Defining your business partners; Proxy business partners; Linked organization business partners; Credit management; Entering leads and converting to business partners; Sales order to invoice processing; Sales order delivery rules; Sales order invoicing rules; Manually generating invoices from orders; Batch generation of invoices; Document status and actions

Reporting on open ordersFinding sales order documents; Zoom on field names; Order info view; Order and invoicing reports; User list reporting with or without querying; Return Material Authorization (RMA); RMA category; Return policies; Customer RMA (Return Material Authorizations); Return credit memo; Distribution runs; Sales processing accounting consequences; Default accounts; Receivables accounts; Revenue accounting; Cost of sales accounting; Tax accounting; Summary of the accounts posting; Summary; Chapter 4: Product and Material Management; The product definition; Describing a product

Setting up a Product

Notes:

Includes index.

ISBN:

9786612663611

9781282663619

1282663615

9781849510851

1849510857

OCLC:

796383657