ERP/2.50/User Manual/General Setup

ERP/2.
50/User Manual/General Setup
 1 Application
o 1.1 Module Management
o 1.2 Currency
 1.2.1 Conversion Rates
 1.2.2 Currency
o 1.3 Language
o 1.4 Import/Export Translations
o 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
o 1.6 Conversion Rates
o 1.7 Country Region and City
 1.7.1 City
 1.7.2 Country
 1.7.3 Region
o 1.8 Location
o 1.9 Preference
 1.9.1 Preference
o 1.10 Session Info
o 1.11 Menu
o 1.12 Workflow
 1.12.1 Access
 1.12.2 Next Step
 1.12.3 Node
 1.12.4 Workflow
o 1.13 Tree and Node Image
 1.13.1 Tree
o 1.14 Task
 1.14.1 Access
 1.14.2 Task
o 1.15 Data File Type
 1.15.1 Data types
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o 1.16 Create Help
o 1.17 Alert
 1.17.1 Alert
 1.17.2 Alert Recipient
 1.17.3 Alert Rule
o 1.18 Alert Management
o 1.19 Heartbeat and Register
 2 Client
o 2.1 Initial Client Setup
o 2.2 Delete Client
o 2.3 Copy Client
o 2.4 Client
 2.4.1 Client
 2.4.2 Information
 2.4.3 Poc Configuration
 3 Security
o 3.1 User
 3.1.1 User
 3.1.2 User Roles
o 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
 3.2.8 Workflow Access
o 3.3 Role Access
 3.3.1 Column Access
 3.3.2 Record Access
 3.3.3 Role
 3.3.4 Table Access
o 3.4 Session
 3.4.1 Session
 3.4.2 Change Log
 4 Enterprise
o 4.1 Initial Organization Setup
o 4.2 Enterprise Module Management
o 4.3 Organization Type
o 4.4 Organization
 4.4.1 Organization
 4.4.2 Information
 4.4.3 Org Schema
 4.4.4 Year
 5 Process Scheduling
o 5.1 Process Request
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 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:
 The user can define the number of decimals that are used in calculations. It is also
possible to introduce the conversion rates for a specific period of time.
Conversion Rates
Create conversion rates for a selected currency.
Fields:
A flag indicating whether this record is available for use or de-

Active:
activated.
Client: Client for this installation.
The amount or quantity at which one unit of measure is changed to
Conversion Rate:
another.
Conversion Rate
A distinct conversion rate characteristic used for processes.
Type:
An accepted medium of monetary exchange that may vary across
Currency:
countries.
Currency To: Target currency
The rate by which the base unit will be divided by to create the
Divide Rate by:
converted unit.
The rate by which the base unit will be mutiplied by to create the
Multiple Rate by:
converted unit.
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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:

Active:
activated.
Costing Precision: Rounding used costing calculations
Currency symbol at the Indicates if the currency symbol is at the right side of the
right: amount.
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
An abbreviated description used to define a unit of measure or
Symbol:
currency.
Language
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 and
interfaces (windows, tabs and fields) in different languages.
 If a language is a system terminology, the field translation is allowed.
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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 Country
The geographic country code for a country based on the ISO standard.
Code:
ISO Language Lower-case two-letter ISO-3166 code -
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:
System
The screens, etc. are maintained in this Language
Language:
Translated By: Translated by
Is RTL: Identifies the language as written from right to left.
Verify Verify existence of language translation in system (required after creating
Languages: a new language)
Import/Export Translations
View larger
Import or export localizations.
Application Translation Check
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Create and edit translations for a selected application language.
Element Translation
Add and edit translations of a selected element.
Fields:

Active:
activated.
An element that consolidates help, descriptions and terms for a
Application Element:
database column and allows for a central maintenance.
A comment that adds additional information to help users work with
Help/Comment:
fields.
Print Name on
A option to print the name given in the purchase order document.
Purchase Order:
Print Text: The displayed text of an element.
Purchase Order
A space to write additional related information for a purchase order.
Description:
Purchase Order Help:
fields within a purchase order.
A identifier for a document which can be used as a search tool for a
Purchase Order Name:
purchase order.
Translation: An indication that an item is translated.
Field Category Translation
Add and edit translations of a selected field category.
Fields:
Field Category: A classification of similar fields.
Field Translation
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Add and edit translations of a selected field.
Fields:
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:
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
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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:
Process: A series of actions carried out in sequential order.
Reference List Translation
Add and edit translations of a specified reference list.
Fields:
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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 Country
The geographic country code for a country based on the ISO standard.
Code:
ISO Language Lower-case two-letter ISO-3166 code -
Code: http://www.ics.uci.edu/pub/ietf/http/related/iso639.txt
Language ID:
System
The screens, etc. are maintained in this Language
Language:
Verify Verify existence of language translation in system (required after creating
Languages: a new language)
Tab Translation
Add and edit translations of a selected tab.
Fields:

Active:
activated.
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Confirmation
A warning or information displayed when saving the record.
Message:
Help/Comment:
fields.
Tab: An indication that a tab is displayed within a window.
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:
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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.
Workflow Translation
Add and edit translations of a selected workflow.
Fields:
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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:

Active:
activated.
The amount or quantity at which one unit of measure is changed to
Conversion Rate:
another.
Conversion Rate
A distinct conversion rate characteristic used for processes.
Type:
Currency:
countries.
Currency To: Target currency
The rate by which the base unit will be divided by to create the
Divide Rate by:
converted unit.
The rate by which the base unit will be mutiplied by to create the
Multiple Rate by:
converted 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
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Define countries with regions and cities to be used in the application.
City
Define cities to be used in the application.
Fields:
Area Code: Phone Area Code
A populated defined area located within a larger area such as a state, province,
City:
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:

Active:
activated.
Additional Postal code: Has Additional Postal Code
Additional Postal
Additional Postal Format
Format:
Address Print Format: Format for printing this Address
Country has Region: Country contains Regions
Currency:
countries.
Default: A value that is shown whenever a record is created.
The geographic country code for a country based on the ISO
ISO Country Code:
standard.
Phone Format: Phone Format
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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
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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.
A populated defined area located within a larger area such as a state,
City:
province, or country.
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Location /
A specific place or residence.
Address:
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
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Create and edit extremely restrictive values for a specified user, window, or for the entire
application.
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
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View larger
View session information and variables and set certain system settings.
Menu
View larger
View larger
Edit the application menu tree structure according to your business requirements.
Creation Process:
1. Create a new record by clicking on the New button.

2. Fill in the record following the instructions of the description of every field.
3. Assign the created element to a determined place in the tree structure.
Keep in Mind:
 Menus available to the user are dependent on the configuration of the Roles.
 Every act of entering to the menu that would not be the summary level, is related with
an element of the application. With the Action field we select the element type.
 This window is only accessible to the System Administrator.
Fields:
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Action: A drop down list box indicating the next step to take.
Entity Type: Dictionary Entity Type; Determines ownership and synchronization
Menu: Identifies a Menu
Read Only: An object which may only be viewed, not edited.
Sales An indication that a transfer of goods and money between business
Transaction: partners is occurring.
A means of grouping fields in order to view or hide additional
Summary Level:
information.
URL: An address which can be accessed via internet.
Workbench: Collection of windows, reports
Workflow
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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 new
Business Partner, Product, etc. in the application. In this window the user can configure all
application workflows.
Keep in Mind:
 New workflows created in the application are generated automatically.
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 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 to
indicate the following node. For that reason nodes are commonly not created from the
last to first.
Access
Edit access to a selected workflow for a role.
Fields:
Editable Field: An indication that this field may be viewed.
The profile of security for the user defining what windows and tabs they can
Role:
see.
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.
Active: A flag indicating whether this record is available for use or de-
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activated.
Central
A flag indicating that this label is managed in a central repository.
Maintenance:
Help/Comment:
fields.
A work area which can be used to create, view, edit, and process a
Window:
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.
Help/Comment:
fields.
Tree and Node Image
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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:
All Nodes: All Nodes are included
Tree: Identifies a Tree
Type Area: Element this tree is built on (i.e Product, Business Partner)
Task
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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:
Role:
see.
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:
fields.
Java Class Name: Java Classname
OS Command: Operating System Command
Data File Type
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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
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View larger
Create and edit alerts that will inform you about any critical or important situation in the
application.
What is an alert?
An alert is a notification that informs or warns its recipients about a critical or very important
situation that has arisen.
What is the alerts usage?
Alerts can be used to prevent delays in the processing of critical situations. Alerts are defined
so 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 critical
situation or remind about something.)
Alert
Create alerts that will inform you about any critical or important situation in the application.
Fields:

Active:
activated.
Alert: Alert
Alert Rule: Definition of the alert element
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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.
The profile of security for the user defining what windows and tabs
Role:
they can see.
An acquaintance to reach for information related to the business
User/Contact:
partner.
Warehouse / Service
The location where products arrive to or are sent from.
Point:
Alert Recipient
Add recipients for a selected alert.
Fields:

Role:
see.
Send EMail: Enable sending Document EMail
Alert Rule
Define the alert rule in the SQL format.
Fields:
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Filter clause: Filter clause
Sql: SQL clause
Tab: An indication that a tab is displayed within a window.
Alert Management
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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 Beat
functionality and register your system.
At any time, you can user the Heartbeat and Register windows to the configuration of these
functionality.
More
Client
Initial Client Setup
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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
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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
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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. *Each
Client 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 Initial
Client Setup Process.
Client
Add client's detailed information.
Fields:

Active:
activated.
Document Directory: Directory for documents from the application server
Mail Host: Hostname of Mail Server for SMTP and IMAP
Multi Lingual
Documents are Multi Lingual
Documents:
EMail address to send automated mails from or receive mails for
Request EMail:
automated 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 User
Password of the user name (ID) for mail processing
Password:
SMTP
Your mail server requires Authentification
Authentification:
Web Directory: Web Interface
EMail address to receive notifications when web orders were
Web Order EMail:
processed
Information
Add client's advanced settings to be used in the application.
Fields:
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Active:
activated.
Allow negative stock: Allow negative stock
A table showing the days of the week for each month of the
Calendar:
year.
The checkorderorg identifies the order organization and the
Check Order Organization:
business partner organization
Check Shipment The Checkinoutorg identifies the shipment organization and
Organization: the business partner organization.
Discount calculated from Payment Discount calculation does not include Taxes and
Line Amounts: Charges
Goal: The aim or objective for a person or task.
Group Invoice Lines in
Group Accounting Invoice Lines
Accounting:
A catalog of selected items with prices defined generally or
Price List:
for 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
Primary Tree Sales Region:
Product for Freight:
Second Accounting Schema: Secondary rules for accounting
For parallel reporting using different accounting currency or
Second Accounting Schema:
field selection
Business Partner used for creating new Business Partners on
Template B.Partner:
the fly
For parallel reporting using different accounting currency or
Third Accounting Schema:
field selection
Third Accounting Schema: Terceary rules for accounting
UOM for Length: Standard Unit of Measure for Length
UOM for Time: Standard Unit of Measure for Time
UOM for Volume: Standard Unit of Measure for Volume
UOM for Weight: Standard Unit of Measure for Weight
Poc Configuration
Configuration tab for the Point of Contact features.
Fields:
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Active:
activated.
Smtp Server: The smtp server which the openbravo server can use to send emails
Smtp Authentication: Check to be activated when the smtp server requires authentication
Smtp Server Account: The account used to login to the smtp server.
Smtp Server
The password used to login to the smtp server
Password:
Security
User
View larger
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 see
determined functionalities.
 Regardless of what functionalities are available, each of them must have a defined
user 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:
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Active:
activated.
Alternative Phone
A second contact telephone number for a business partner.
No.:
Birthday: An anniversary of birth for a business partner.
Anyone who takes part in daily business operations by acting as a
Business Partner :
customer, employee, etc.
Comments: A space to write additional related information.
Default Client: Default Session Client
Default Language: Default Language
Default
Default Organization
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 User
Password of your email user id
Password:
Fax: A fax number for a specified business partner.
First name: Name of the contact
Last Contact: Date this individual was last contacted
A statement related to the result of the last interaction with a business
Last Contact Result:
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.
Process Now: A request to process the respective document or task.
Supervisor: Supervisor for this user - used for escalation
Title: A description, often abbreviated, of how to address a business partner.
Trx Organization: The organization which performs or initiates the transaction.
User Name: User Name
An acquaintance to reach for information related to the business
User/Contact:
partner.
User Roles
Edit roles for the selected user.
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Fields:
Role:
see.
Role
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Create roles with assigned users, and edit roles access to organizations, windows, processes,
etc.
Keep in Mind:
The process of entity creation automatically creates the roles of Organization Administrator
and User of the entity. Additional roles can be added to control access to the different
functionalities or data. Afterwards, roles can be assigned to each corresponding user.
Form Access
Edit the selected role's access to specified application forms.
Fields:
Role:
see.
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Org Access
Edit the selected role's access to the specified organizations.
Fields:
Role:
see.
Process Access
Edit the selected role's access to the specified application processes.
Fields:
Role:
see.
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 List: Clients this Role can access
Currency:
countries.
Grants access to module and window, process, task, workflow and
Grant Access:
forms.
A task or process completed directly by the user, not automatically by
Manual:
the application.
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Organization List: List of Organizations this Role can access
Primary Tree
Tree Menu
Menu:
The profile of security for the user defining what windows and tabs they
Role:
can see.
User Level: System Client Organization
Task Access
Edit the selected role's access to specified application tasks.
Fields:
Role:
see.
User Assignment
Add users to be assigned to the specified role.
Fields:
Role:
see.
Window Access
Edit the selected role's access to specified application windows.
Fields:
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Role:
see.
Workflow Access
Edit the selected role's access to specified application workflows.
Fields:
Role:
see.
Role Access
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Define access to DB tables and columns for selected roles.
Column Access
Create or edit access to DB columns for a selected role.
Fields:
Column: A link to the database column of the table.
Exclude: A selection permitting or denying a role access to specified data.
Role:
see.
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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:
see.
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
Currency:
countries.
A task or process completed directly by the user, not automatically by
Manual:
the application.
Organization List: List of Organizations this Role can access
Primary Tree
Tree Menu
Menu:
The profile of security for the user defining what windows and tabs they
Role:
can see.
User Level: System Client Organization
Table Access
Create or edit access to DB tables for a selected role.
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Fields:
Role:
see.
Session
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 Web
Web Session: Web Session ID
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Change Log
Data Changes
Fields:
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 Web
Enterprise
Create 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 different
regions or countries. Each organization can have its own accounting schema.
Keep in Mind:
 Every organization is managed independently, however it is possible to share

information between them.
 Organizations can be setup using a tree structure so that an organization can have
access to specific documents.
 Openbravo manages organization hierarchies. The hierarchy can be build using the
Tree button.
 Each record on the database is related to an organization.
 The reports can be filtered by organization. If you select a higher level. organization,
the report will show all the information included in lower levels.
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Initial Organization Setup
View Larger
Set up the basic information about an organization.

Fields
Organization The name of the organization.

Organization Type Select an organization type from the list.
Organization
Edit the name of the organization's default user account.
Username
Parent Organization:Select the parent organization.
Include Accounting: Select the checkbox to enable an account schema
Include Accounting:
for the organization.
Accounting file: Click Browse to select an accounting schema file.
Reference data: If you have installed any additional modules you can select them.
Accounting
Select the accounting dimensions that will apply to the organization.
dimensions:
Enterprise Module Management
Install reference data modules at organization level.
Organization Type
Create organization types that you can then apply to organizations within the client.
Client Organization types are specified at System level.

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.
Transactions Select the checkbox if the organization type is able to carry out
Allowed transactions on the system.
Organization
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Create organizations to manage your company's organizational structure.
Organization
Fields:
A means of grouping fields in order to view or hide additional
Summary Level:
information.
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 Anyone who takes part in daily business operations by acting as a
Partner : customer, employee, etc.
D-U-N-S: Dun & Bradstreet Number
Location /
A specific place or residence.
Address:
Logo:
Reference Order: Uses Order document number as inout number
Tax ID: The government defined unique number for assigning and paying taxes.
Org Schema
Specify the accounting schemas associated with the organization.
Fields
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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 associated
with 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 Scheduling
Schedule and monitor system processes.
Process Request
Fields
Client 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 on Select the checkbox to enable the process to be viewed and edited by other
Role users 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
Specify further details of your chosen frequency. For example for daily
Interval / Option frequency, specify the days of the week on which the process will take
place.
Repetitions Specify how often the process will repeat per interval
Select the checkbox if the process finishes. Clear the checkbox to let the
Finishes
process run indefinitely
Finish time If the process is scheduled to finish, specify the finish time
Process Monitor
Check the progress of scheduled processes.
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ERP/2.

50/User Manual/General Setup

Install, update and uninstall extension modules.

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

Create conversion rates for a selected currency.

A flag indicating whether this record is available for use or de-

Define currencies to be used in the application.

A flag indicating whether this record is available for use or de-

Define multiple languages to be used in the application.

Import or export localizations.

Application Translation Check

Add and edit translations of a selected element.

A flag indicating whether this record is available for use or de-

Field Category Translation

Add and edit translations of a selected field category.

Add and edit translations of a selected form.

Add and edit translations of a selected menu element.

Add and edit translations of a specified message.

Add and edit translations of a specified process.

Reference List Translation

Add and edit translations of a specified reference list.

Edit an application language translation by selecting it.

Add and edit translations of a selected tab.

A flag indicating whether this record is available for use or de-

Add and edit translations of a selected task.

Add and edit translations of a selected window.

Workflow Node Translation

Add and edit translations of a selected workflow node.

Add and edit translations of a selected workflow.

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

A flag indicating whether this record is available for use or de-

Country Region and City

Define cities to be used in the application.

Define countries to be used in the application.

A flag indicating whether this record is available for use or de-

Define regions to be used in the application.

Define addresses or service points of your organizations.

1. Create a new record by clicking on the New button.

 New workflows created in the application are generated automatically.

Edit access to a selected workflow for a role.

Define node structures to be shown in the workflow.

Create nodes for a selected workflow.

Create workflows to be used in the application menu.

Tree and Node Image

Define structural trees to be used in the application.

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

Add roles that will have access to a specified task.

Create tasks that will be performed in the application.

Data File Type

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

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

What is the alerts usage?

What are the types of alerts?

A flag indicating whether this record is available for use or de-

Add recipients for a selected alert.

Alert Rule: Definition of the alert element

Define the alert rule in the SQL format.

Edit predefined alerts made by the user.

Heartbeat and Register

 Openbravo is a multi-company application.

Add client's detailed information.

A flag indicating whether this record is available for use or de-

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