Adempiere_opsi_untuk Install 2 Tier

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AGENDA D.O.O., Ul. Pohorskega bataljona 49, 2000 Maribor, Slovenija tel: 02/421-61-31 fax: 02/421-61-41 t.r . 05100-80101078 77; d.š. SI87067048; m.š. 5656222 okr.sod. v Mariboru, št. vlożka 99/00086; osnovni kapital 2.714.235,00 SIT Adempiere Smart Open Source ERP Software with integrated CRM Solutions Fully integrated ERP, CRM, supply chain management and accounting system Fast implementation without final decisions Reliable support via worldwide partner network Smart, intuitive Reach and Rich user interface Safe-fail architecture for 100% availability Global market capabilities Scalable, flexible, extensible and fully customizable  Družba Agenda Open Systems je pooblaščeni poslovni partner družb RedHat, SuSE/Novell in IBM. stran 1/30

Transcript of Adempiere_opsi_untuk Install 2 Tier

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AGENDA D.O.O., Ul. Pohorskega bataljona 49, 2000 Maribor, Slovenija

tel: 02/421-61-1 !a": 02/421-61-41

t.r. 0#100-$01010%$%%& '.(. S)$%06%04$& *.(. #6#6222okr.so'. v Maribor+, (t. vloka 99/000$6& osnovni kaital 2.%14.2#,00 S)

AdempiereSmart Open Source ERP Software with integrated CRM Solution

!ull" integrated ERP, CRM, uppl" chain management and accounting "tem

!at implementation without final deciion

Relia#le upport $ia worldwide partner networ%

Smart, intuiti$e Reach and Rich uer interface

Safe&fail architecture for '(() a$aila#ilit"

Glo#al mar%et capa#ilitie

Scala#le, fle*i#le, e*teni#le and full" cutomi+a#le

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gen'a enS3ste*s

a#le of content

)'e*iere e;hnolog3.......................................................................................................

).1'e*iere r;hite;t+re...............................................................................................

).2'e*iere <ork!lo=...................................................................................................9

).li;ation osting...................................................................................................10

).4)n!or*ation Str+;t+re................................................................................................12

).#'e*iere M+lti>s.....................................................................................................1#

).6li;ation )ntegration..............................................................................................21

).%e;hnolog3 ?eat+res..................................................................................................2

))'e*iere ?+n;tionalit3..................................................................................................24

)).1+siness ro;esses..................................................................................................24

)).2@+ote-to-Aash........................................................................................................24

)).5eB+isition-to-Pa3...................................................................................................0

)).4A+sto*er 5elations Manage*ent...............................................................................2

)).#Partner 5elations Manage*ent..................................................................................4

)).6S+l3 Ahain Manage*ent.......................................................................................6

)).%Per!or*an;e nal3sis...............................................................................................$

)).$<eb Store..............................................................................................................9

)).9<h3 is it organiCe' like thatD....................................................................................41

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gen'a enS3ste*s

- Adempiere echnolog"

'e*iere rovi'es integrate' A+sto*er 5elations Manage*ent EA5MF, Partner 5elations Manage*entEP5MF, S+l3 Ahain Manage*ent ESAMF, 7nterrise 5eso+r;e Planning E75PF, an' nline nal3sisPro;essing EGPF. he ali;ation =as 'esigne' to be =eb hoste' an' allo=s !le"ible 'elo3*ent otions.

he ;tive ata i;tionar3 EF base' ali;ation ens+res stable !+n;tionalit3 =ith a ;onsistent look an'!eel. he !+n;tionalit3 =as 'esigne' !or global 'elo3*ent s+orting *+lti-ling+al, *+lti-;+rren;3 an'*+lti-a;;o+nting reB+ire*ents.

'e*iere is 'esigne' to ;hange as the b+siness evolves. t an3 ti*e, ;+sto*ers - even in ro'+;tion - ;an;hange the in!or*ation str+;t+re, a'j+sting to ne= in!or*ation nee's. )n ;ontrast, tra'itional 75P/A5Ms3ste*s are o!ten a;;o+nting-'riven, res+lting in an in!or*ation ga, =hi;h is !ille' b3 'erive' in!or*ationor e"ensive an' ine!!e;tive bri'ges.

'e*iere rovi'es *+ltile vie=s o! a b+sinessesH in!or*ation base' on the 'etail o! the a;t+altransa;tions. his str+;t+re allo=s *a"i*+* !le"ibilit3 an' eas3 integration o! s+le*ental e"ternalin!or*ation. n' sin;e in!or*ation is si*l3 resente' as vie=s, the3 ;an be ;hange' B+i;kl3 to *eet thenee's o! the b+siness.

-.' Adempiere Architecture

-.'.' echnolog" Stac%

'e*iere is a 100I +re Java sol+tion base' on ra;le'atabase te;hnolog3. <e are =orking on 'atabasein'een'en;e.

he client  ali;ation ;o*onent is =ritten entirel3 in Java'esigne' to +tiliCe the ;aa;it3 o! to'a3>s PAs. he Javali;ation or Java let ;lient is the re!erre' ;hoi;e !or high 'ata vol+*e as itrovi'es a high er!or*an;e <in'o=s base' +ser inter!a;e. )t ;o**+ni;ates, via thinJA, =ith the 'atabase an' via 5M) =ith the ali;ation server. he ;lient a;;essesthe servers via the )nternet or )ntranet.

s an alternative, a MG client  ;o+l' be +se' to e"ten', =here the installation or 'o=nloa' o! theali;ation is not aroriate Ei.e. sel!-servi;e !+n;tionalit3 !or ven'ors, ;+sto*ers, e*lo3eesF. his art isi*le*ente' thro+gh Java Servlets an' Java Server Pages, to be hoste' in Servlet Servers.

he application er$er ;o*onent is i*le*ente' in Java base' on J277 te;hnolog3 +sing the Jossserver in!rastr+;t+re. <e lan to *ake 'e*iere available on all J277 ;o*liant servers.

<e are *e*bers o! the ra;le, S+n an' Mi;roso!t te;hnolog3 rogra*s.

-.'. Deplo"ment Option

'e*iere has the !ollo=ing *ain ;o*onents:

• Alient

• Java li;ation

• Java let

• MG base'

• Servlet Server !or MG base'

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gen'a enS3ste*s

• li;ation li;ation Server

• atabase Server

ll ali;ation ;o*onents ;an be 'elo3e' on all Java enable'lat!or*s: <in'o=s E8, 2000F, U8)K, Gin+". Ma;, et;.

variet3 o! ;on!ig+rations are s+orte'. <here ;o**+ni;ation

ban'=i'th allo=s, the Java li;ation Client ;an be 'elo3e'. ;o**+ni;ation ban'=i'th o! 12$ kbs is s+!!i;ient !or the<in'o=s li;ation.

?or the MG Client, a Java Servlet an' JSP EJava Server PagesFServer is reB+ire'. )n a''ition to the stan'ar' P )nternet;o**+ni;ation, the SSG se;+re roto;ol is +se'.

he Joss base' Application Ser$er ;o+l' be 'elo3e' as a stan'-alonetier or on the 'atabase server. Java Manage*ent 7"tensions EJMKF are+se' !or Server Manage*ent.

he Data#ae Server hosts 'ata an' ali;ation logi; an' is a;;esse' b3 the stan'ar' JA EJava atabaseAo**+ni;ationF roto;ol. ?+n;tionalit3 at the 'atabase level is i*le*ente' in PG/S@G.

-.'./ Application Dictionar"

he *ajorit3 o! ali;ations have to 'esign, ;o'e an' test ever3 s;reen. 'e*iere +ses the *ore a'van;e';on;et o! a ;entral a;tive 'ata 'i;tionar3, also ;alle' in!or*ation reositor3.

'e*iere>s 'ata 'i;tionar3 is at the *eta-'ata la3er,an' kno=s ho= to a;;ess 'ata an' ho= 'ata is relate'.he 'ata 'i;tionar3 ;ontains 'e!initions o! a 'ata entit3Et3e, vali'ation, et;.F, ho= it is 'isla3e' Elabel ons;reens an' reorts, hel, 'isla3 seB+en;e an'osition relative to other !iel'sF, an' the 'isla3 r+les.Se;+rit3 an' a;;ess r+les are also *aintaine' here. he

'ata 'i;tionar3 is >a;tive>, *eaning it is +se' at r+nti*ean' ;onte"t sensitive. ?or e"a*le: it >kno=s> that anover-the-;o+nter sale 'oes not have a a3*ent ter*an' 'oes not 'isla3 it. o=ever i! 3o+ ;hange thetransa;tion t3e to a stan'ar' or'er, a a3*ent ter*be;o*es a *an'ator3 art o! the transa;tion.

he ata i;tionar3 is +ser-e"tensible an' ;an in;l+'e+ser se;i!ie' r+les an' in!or*ation.

-.'.0 Smart 1er -nterface

he a;t+al <in'o=s li;ation User )nter!a;e an'a;t+al MG s;reens are generate' -at r+nti*e - base' on r+les in the li;ation i;tionar3. he res+lt is a;onsistent User )nter!a;e, allo=ing +sers to navigate B+i;kl3 in +n!a*iliar ali;ation areas. his *etho' o!generating a +ser inter!a;e allo=s !ast 'evelo*ent an' the res+lting s3ste* is *+;h *ore stable than;o*arable ali;ations.

he Lri;hL <in'o=s li;ation U) +tiliCes the ;o*+ting o=er o! to'a3>s PAs an' is re!erable in sit+ations=here !ast rea;tion an' navigation is i*ortant. he Lrea;hL MG User )nter!a;e allo=s to +se theali;ation =here 3o+ !in' an )nternet bro=ser.

he ata i;tionar3 kno=s abo+t str+;t+re an' 'een'en;ies. his allo=s the +ser =ith the right a;;ess tooo* !ro* an3 Pi;k-Gist to the =in'o= =here the 'ata is *aintaine' in or'er to +'ate or enter ne=in!or*ation. Users ;an enter a ne= ;+sto*er or +'ate e"isting ;+sto*er in!or*ation =hile entering anor'er =itho+t leaving the original =in'o=.

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gen'a enS3ste*s

he ata i;tionar3 allo=s the +ser to B+i;kl3 a;;ess in!or*ation. )! 3o+ nee' *ore entit3 in!or*ation thana ;o*an3>s na*e, 3o+ ;an invoke the )n!o !+n;tionalit3. ?or e"a*le, the A+sto*er )n!o in;l+'es a''ressan' ;re'it line in!or*ation& the Pro'+;t )n!o in;l+'es ri;es, *argin an' availabilit3. )n!o is +se' i! the +sernee's *ore in!or*ation to *ake a ;hoi;e. he sele;tion ;an be sorte' an' restri;te'. <here aroriate,3o+ ;an sele;t *+ltile re;or's.

No+ ;an @+er3 re;or's. @+er3 re'+;es the n+*ber o! re;or's in a =in'o= b3 allo=ing the +ser to enter

;riteria in an enhan;e' >B+er3 b3 e"a*le> st3le.

he +ser ;an ;+sto*iCe <in'o= la3o+t an' ;an tailor s;reens !or a se;i!i; sit+ation an' ;lient.

-.'.2 Smart Reporting

?or *ost ali;ations, 5eorting is a searate or a''-on entit3. 'e*iere>s reorting is base' on the 'ata'i;tionar3. s the reort vie=er has a;;ess to the 'e!initions, this allo=s 'rill-'o=n to an3 entit3 re!eren;e'an' 'rill-a;ross to entities =here the reorte' entit3 is +se'. he links are a+to*ati;all3 generate', =hileens+ring a'heren;e to se;+rit3 an' a;;ess 'e!initions.

ll reorting o+t+t ;an be vie=e' on s;reen be!ore sen'ing it to a rinter or generating !iles in *an3'i!!erent !or*ats Ee.g. 7";el, MG, KMG, <or' an' P?F.

ll reorting o+t+t allo=s 'rill-'o=n to an3 entit3 re!eren;e' an' 'rill-a;ross to entities, =here the reorte'entit3 is +se'.

-.'.2.' 3uild -n Complete Securit"

ll Se;+rit3 a;;ess r+les are a+to*ati;all3 observe'. his in;l+'es a;;ess to ;ertain 'ata tables, table;ol+*ns an' even 'ata re;or's Ee.g. not a;;o+nt 124 or onl3 !or Sales 5e JoeF. No+ ;an also revent+sers to reort on ;ertain 'ata or revent that it is rinte' or e"orte'.

-.'.2. Reporting t"pe

'e*iere has three reorting !a;ilities

• Gist 5eorting

• ?or*s

• ?inan;ial 5eort

• State*ent o! ;;o+nts

Gists 5eorting is available in ever3 <in'o= an' !ro* the Men+ an' have re'e!ine' sele;tion ara*eter.No+ ;an *o'i!3 the reort sele;tion ara*eter.

?or*s Ee.g. )nvoi;es, et;.F allo= 3o+ to la3o+t the rint !or*at ite*s. 'e*iere s+orts *+ltile !or*sEe.g. 'i!!erent )nvoi;e !or*at !or an rganiCation, se;i!i; +siness Partner or )nvoi;e 3eF.

?or ?inan;ial 5eorts, 3o+ 'e!ine Gine an' Aol+*n Sets an' ;o*bine the* to a !inan;ial 5eort =ith vario+ssele;tion ara*eters.

he State*ent o! ;;o+nts lets 3o+ !or a given 'ate or erio' range, list all transa;tions !or an a;;o+nt ora;;o+nt seg*ent =ith the beginning an' en'ing balan;es.

-.'.2./ Cutomi+ing Report

'e*iere 'i!!erentiates the >vie=> !ro* the >*o'el>. he *o'el E'ataF is rovi'e' b3 'e*iere an' ever3+ser ;han ;hoose ho= to 'isla3/s+**ariCe/or'er the 'ata.

?e= eole agree on ho= ea;h reort sho+l' look. 'e*iere allo=s the +ser to 'e!ine at the S3ste*,Alient, rganiCation or User level:

• 5eort ;ol+*ns

Aol+*n or'er• 5eort sorting

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gen'a enS3ste*s

• Aol+*n hea'ing

• S+*, Min, Ma", verage, et;. - in;l+'ing r+nning totals

• Oro+ing

• Pie Ahart Elanne'F

• ar/Gine Ahart Elanne'F

he lang+age o! the reort is base' on the +ser>s lang+age. 7a;h +ser ;an have a 'i!!erent lang+age. hestr+;t+re o! the reort is ;oie' !ro* lo=er ES3ste*, Alient, rganiCationF levels.

ata sele;tion is via 5eort Para*eters =hen initiating the reort, or via @+er3, allo=ing the +ser to enter;riteria in an enhan;e' >B+er3 b3 e"a*le> st3le.

-.'.2.0 Drill&down

<hen 3o+ 'rill-'o=n, a ne= reort is generate' base' on the entit3 sele;te'. )n an or'er reort, 3o+ ;an'rill-'o=n to get a ;+sto*er reort b3 'o+ble ;li;king on a ;+sto*er na*e.

''itionall3 'rill-'o=n is available b3 origin. 7"a*les are reorts =here the n+*ber is an a''ition o!n+*bers, or 'rill-'o=n !ro* a s+**ariCe' *onthl3 a*o+nt to the original transa;tions.

?ollo=ing the <eb-U), 3o+ ;an 'rill-'o=n to an3 bl+e +n'erline' entit3.

-.'.2.2 Drill&acro

rill-a;ross allo=s the +ser ;reate a ne= reort =here a se;i!i; entit3 is +se'. ?or e"a*le, in a Pro'+;treort 3o+ sele;t a se;i!i; line Ero'+;tF& then 3o+ ;an 'rill-a;ross to an r'er-Gine or )nvoi;e-Gine 5eortto 'isla3 onl3 the lines, =here this ro'+;t is re!eren;e'.

-.'.2.4 -f Adempiere Reporting i not enough

'e*iere 5eorting has it>s li*itations - *ainl3 rinting lines an' grahs. o get the *issing !+n;tionalit3,3o+ ;an sonsor it - or e"ort the 'ata to an 7";el te*late an' L*ake it rett3L there.

No+ ;an also +se a thir' art3 reorting tool - b+t o!ten that is not =orth the e!!ort. )! 3o+ ;onsi'er e.g.Ar3stal 5eorts 3o+

• nee' to ;reate vie=s !or se;+re reorting - b+t 3o+ =ill never a;hieve the se;+rit3 gran+larit3 an'!le"ibilit3 o! 'e*iere

• nee' to ;reate the vie=s an' 'e-re!eren;e all !oreign ke3 relationshis Ethere are a lotF to *ake areort +sable !or h+*ans

• =ill not be able to 'rill-'o=n or 'rill-a;ross E!or reorting tools =hi;h s+ort this, 3o+ =ill sen'*onths to reli;ate the 'e*iere !+n;tionalit3F

• sele;tion ara*eter are a ain or near to i*ossible Ee.g. !or !oreign ke3 ;ol+*nsF

• one !or*at er reort Enot *+ltile er +ser as 'e*iereF

• ;annot ;hange reorts on the !l3 - or as !ast as 3o+ ;an =ith 'e*iere

+t: the Ar3stal 5eorts 'esigner is 'e!initel3 ni;er

-.'.4 Sutaina#le Architecture

+sinesses ali;ations ;hange over ti*e. he3 nee' to +tiliCe ne= te;hnolog3 an' al=a3s nee' to rovi'ea''itional an' s*arter !+n;tionalit3. Pa;kage' ali;ations *+st also s+ort a''itional !+n;tionalit3,altho+gh it is o!ten not s+itable !or integration in the ;ore !+n;tionalit3 Ee.g., ;+sto*iCations an' ;ertaine"tensionsF.

7ven tho+gh it is kno=n that reB+ire*ents !or a;kage' ali;ations are ;onstantl3 ;hanging over ti*e, ver3!e= ali;ations are 'esigne' to s+stain ;hange an' a''itions.

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gen'a enS3ste*s

+siness ali;ations ;an have a long li!e e"e;tan;3 an' ten' to rovi'e *ore !+n;tionalit3 over ti*e '+eto enhan;e*ents, so it is i*ortant to rovi'e a !ra*e=ork to *anage this roli!eration o! ;o*le"it3. )!ali;ations are not 'esigne' to s+stain in;reasing ;o*le"it3 the3 =ill be;o*e +nstable.

'e*iere +ses the !ollo=ing 'esign rin;iles in or'er to ;reate a s+stainable ar;hite;t+re:

• S*alltalk>s MQA ar;hite;t+re E'e;o+ling o! Mo'el-Qie=-AontrollerF

s3n;hrono+s 'e;o+ling o! ro;esses via *essages• 7"li;it 5+le 7ngine !or ;o*le" logi;

• Sa!e-!ail transa;tions an' re;over3

'e*iere has an bje;t r;hite;t+re E;o*are' =ith bje;t-riente', bje;t-Gike or tra'itionalr;hite;t+resF. 7ver3 bje;t is as in'een'ent as ossible !ro* other bje;ts - in;l+'ing transa;tional'e;o+ling.

7arl3 versions o! the 'e*iere ar;hite;t+re =ere 'esigne' in the *i' >$0 +sing S*alltalk, one o! the !irsttr+l3 obje;t-oriente' lang+ages an' environ*ents. ther earl3 roots o! the ar;hite;t+re are base' on the>8e"t Oeneration> roje;t o! Q/rga, =hi;h =as ver3 si*ilar to SP>s original 5/ roje;t, +nlike to'a3>s5/2 ort.

-.'.5 Safe fail

Us+all3 ali;ations are 'esigne' to be !ail-sa!e: it is ass+*e' that ever3thing =orks an' all 'ata is entere';orre;tl3 an' is ;onsistent. )n the ;ase o! !ail+re, e"erts have to sear;h !or the ;a+se an' ;he;k !or'a*ages. he +ser +s+all3 noti;es the roble*. he realit3 is that ali;ations so*eti*es !ail.

)n ;ontrast 'e*iere is 'esigne' to be sa!e-!ail. 7ver3 transa;tion ;an be reeate' an' regenerate'. Most!ail+res are i'enti!ie' b3 the s3ste* an' the +ser ;an atte*t to !i" the roble*. )! re;over3 is not ossible,the error is isolate' an' the rest o! the s3ste* ;ontin+es to =ork. ransa;tion 'e-;o+ling 'esign is thebasis !or this abilit3.

n e"a*le: he transa;tion s+bstr+;t+re o! the transa;tion >;ash sale o! a ro'+;t over the ;o+nter> is:

Material ransa;tion Ea'j+st inventor3F• Oenerate Material ;;o+nting E!or ea;h ;;o+nting S;he*aF

• Post

• )nvoi;e ransa;tion E;al;+late ta" R ;reate invoi;eF

• Oenerate )nvoi;e ;;o+nting E!or ea;h ;;o+nting S;he*aF

• Post

• 5e;eit ransa;tion E;reate re;eit !or invoi;eF

• Oenerate 5e;eit ;;o+nting E!or ea;h ;;o+nting S;he*aF

• Post

o have ten or *ore transa;tions rather than one or t=o *a3 see* to look like overkill, b+t it is a;t+all3

!aster an' *+;h *ore reliable than the stan'ar' aroa;h:

<hen ;o**itting, onl3 t=o s+b-transa;tions are er!or*e', the *aterial an' invoi;e transa;tion. hisens+res a !ast ret+rn, so that the +ser ;an ;ontin+e =ith entering the ne"t transa;tion. he re*aining s+b-transa;tions are s;he'+le', otionall3 bat;he' an' are e"e;+te' as3n;hrono+sl3 in arallel. his allo=s'elo3ing loa'-balan;ing r+les to ens+re !ast online resonse.

7a;h transa;tion onl3 er!or*s one task. his is easier to stabiliCe& the i*a;t o! !ail+re is isolate' an' eas3to i'enti!3.

he ;o**+ni;ation bet=een the in'ivi'+al transa;tions is *essage 'riven, allo=ing as3n;hrono+s bat;hingo! transa;tions.

''itional !+n;tionalit3 is *+;h easier to i*le*ent. he ;ost o! a''ing ne= !+n;tionalit3 in 'e*iere is

*+;h less as in other li;ations.

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gen'a enS3ste*s

he +ser ;an ;ontin+e =orking =ith little restri;tion, i! the *ain transa;tion Ee.g. inventor3 a'j+st*entF iss+;;ess!+l. he re*aining transa;tions ;an be generate', a!ter roble* is !i"e'.

he s3ste* ;he;ks reg+larl3 i! a transa;tion is ;o*lete. )! a transa;tion is not ;o*lete an' ;onsistent '+eto s3ste* !ail+re, the a'*inistrator an' +ser are in!or*e'.

s ali;ations be;o*e *ore ;o*le" =ith ever gro=ing ;o*binations, otential error ;a+ses gro=

e"onentiall3. 'e*iere rovi'es an e"tensive vali'ation !ra*e=ork an' in ;ase that it !ails isolates theroble* ens+ring high availabilit3 o! the ;ore !+n;tions.

-.'.6 Securit"

'e*iere rov'es a ;o*lete se;+rit3 in!rastr+;t+re an' s+orts !+n;tion, 'ata se;+rit3 as =ell asa+'iting.

Users have one or *ore roles. he Role 'e!ines =hat 'ata an' !+n;tions are available.

!unction se;+rit3 is base' on User 5oles an' ;ontrols a;;ess to <in'o=s, 5eorts an' Pro;esses.

Data se;+rit3 is base' on ;lient an' organiCation. )n a''ition, 'e*iere also allo=s to se;+re 'ata tables, 'ata ;ol+*nsan' in'ivi'+al 'ata re;or's. No+ ;an revent +sers to ;reate reorts or e"ort ;ertain 'ata.

Pass=or's on Alients are store' in en;r3te' !or*.

Auditing !+n;tionalit3 in;l+'e a;;ess logging E=hat !+n;tions/'ata =ere +se'F, ;hange logs E=hat 'ata =as ;hange' to=hat - in;l+'ing 'eleteF as =ell as ar;hives E'o;+*ents an' reorts generate'F.

-.'.7 Cutomi+ation

)n a''ition to ;+sto*iCing S*art User )nter!a;es, A+sto*iCing 5eorts an' 7"tensions, 'e*iere rovi'esa''itional ;+sto*iCation ;aabilities:

Pre!eren;es allo= 'e!a+lt an' re-sele;te' ;hoi;es.

• Gogin re!eren;es - rganiCation, ransa;tion ate an' Printer.• User 'e!ine' re!eren;es, like se;i!i; transa;tion t3es.

he Men+ ar allo=s the +ser to save an3 entr3 in the *en+ E<in'o=, Pro;ess, 5eortF as a short-;+t.er*inolog3 ;an be ;hange'. 7"a*les are: i! 3o+ 'on>t have >Pro'+;ts>, b+t >)te*s> i! >rganiCation> is ;alle'>ran;h>, et;. el e"t ;an be *o'i!ie' an' e"ten'e' to rovi'e hints an' hel te"ts.

A+sto*iCations are 'e!inable on 'i!!erent levels.

• S3ste* or i*le*entation =i'e

• <in'o=, =here aroriate Ee.g., !or re!eren;esF

• Alient

• rganiCation

• Se;i!i; User

More se;i!i; levels over=rite the settings o! *ore general levels.

-. Adempiere 8or%flow

-..' 3uine Proce Management

<ork!lo= is +s+all3 'e!ine' as LStes involving PeoleL - +siness Pro;ess Manage*ent is +s+all3 'e!ine' asL<ork!lo= an' S3ste* ;tivitiesL.

'e*iere !+ll3 s+orts +siness Pro;ess Manage*ent EPMF an' is base' on the <ork!lo= Manage*entAoalition an' MO stan'ar's. )n the !ollo=ing, =e +se the ter* <ork!lo= to in;l+'e PM ;aabilities.

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gen'a enS3ste*s

)n ;ontrast to all kno=n 75P an' A5M ali;ations, <ork!lo= is not Lon toL o! the ali;ation, b+t'e*iere is base' on <ork!lo=. he 'e*iere <ork!lo= 7ngine is 'e*iere>s ;ore transa;tion*anage*ent. hat *eans that all ro;esses in 'e*iere are a+to*ati;all3 =ork!lo= enable' an' eas3 toe"ten' an' *o'i!3. s =ork!lo= is ;o*letel3 integrate', 'e*iere =ork!lo=s are easier to *aintain an'rovi'e *+;h *ore !+n;tionalit3 then the e"ternal or a'-on =ork!lo= o!!erings o! other 75P an' A5Mven'ors.

-.. "pe of 8or%flow

'e*iere rovi'es three t3es o! =ork!lo=:

• General 8or%flow  - Provi'es g+i'an;e an' ste-b3-ste instr+;tions !or a;hieving a task. 7"a*les: Set+<iCar's or Month 7n' ro;e'+res. +ser starts the*!ro* the *en+.

• Document Proce 8or%flow - Starte' =henro;essing an3 'o;+*ent. No+ =o+l' e"ten' these=ork!lo= t3e !or aroval sit+ations. 7"a*le: Se;ialaroval !or or'ers over a ;ertain a*o+nt.

• Document 9alue 8or%flow  - he =ork!lo= isa+to*ati;all3 starte' =hen an3 entit3 !+l!ils a +ser'e!ine' ;on'ition. 7"a*le: Start ;re'it aroval !or ane= +siness Partner.

-../ Node Action, ranition

'e*iere <ork!lo= 8o'e ESteF ;an have the !ollo=ing;tions

• Automatic Proce - n3 Pro;ess, 5eort, ask, <ork!lo=, o;+*ent ;tion,lanne': <eb Servi;es, et;.

• 1er Action - n3 <in'o=, ?or* - User nee's to ;on!ir* Ao*letion

• Set 9aria#le - n3 Aol+*n to Aonstant or Qariable

• 1er Choice - n3 Ahoi;e Ee.g. arovalF, Gist sele;tion

• 8ait ESleeF - ;an also be +se' !or Start/7n'/et;.

ransition bet=een no'es ;an otionall3 have ;on'itions. M+ltile transitions !ro* a no'e allo= arallelro;essing. his allo=s to *o'el ver3 ;o*le" s;enarios.

-..0 Appro$al, Reponi#le

No+ ;an 'e!ine 3o+r o=n aroval hierar;h3 or +se the 'e!ine' orgraiCation hierar;h3.

=ork!lo= resonsible ;an be a h+*an Ese;i!i; or invokerF, a gro+ EroleF, or Es+ervisorF o! an

organiCation. i!!erent =ork!lo= no'es/stes ;an have a 'i!!erent =ork!lo= resonsibles.

-..2 Priorit", Ecalation, Alert

'e*iere rovi'es '3na*i; riorit3 *anage*ent, allo=ing to +se the =ork!lo= engine !or ;all ;enterro+ting an' riorit3 base' ;+sto*er s+ort.

No+ ;an 'e!ine es;alation r+les '+e to ina;tivit3 an' sen' alerts to the =ork!lo= resonsible an'/or thes+ervisor.

-./ Application :oting

li;ation hosting allo=s ;lients to ;on;entrate on their b+siness rather than r+nning an ) oeration. 'e*iere>sar;hite;t+re *akes hosting easier an' *ore se;+re. he ;o**+ni;ations in!rastr+;t+re rovi'es reliable high ban'=i'th

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gen'a enS3ste*s

links *aking SP hosting a viable alternative to in-ho+se oerations an' also allo=s !or the i*le*entation o! ;entralservi;es.

-./.' Architecture

he !irst ste o! ali;ation hosting is the abilit3 o! an ali;ation to be 'elo3e' over the )nternet. Most

b+siness ali;ations sto right here.

?or li;ation Servi;e Provi'ers ESPF, the *ain B+estion is the abilit3 to oerate ali;ations !or *+ltile;lients e!!i;ientl3. Most ali;ations =ere 'esigne' !or single ;lient 'elo3*ent, =hi;h *eans that the e!!ortto get ;lient 2 installe' is the ver3 sa*e e!!ort as =asreB+ire' !or ;lient 1. his is not s;alable an' there!ore not'esirable !or an SP 'elo3*ent.

o be able to host *+ltile ;lients e!!i;ientl3 in one 'atabase, 'ata

sharing an' segregation is i*ortant. See M+lti-rganiCation an'Se;+rit3 !eat+res !or 'etails.

'e*iere is 'esigne' to be hoste'. No+ ;an install *an3;lients in one instan;e o! a 'atabase. Alients ;an even have

'i!!erent ;+sto*iCations all in one instan;e an' installation.

'e*iere allo=s ;lients to a;;ess onl3 their 'ata 'ire;tl3 viageneri; S@G tools.

-./. :oue%eeping

Alient 'atabases are not stati;. i!!erent +se an' transa;tionvol+*e *a3 reB+ire *oving ;lients to 'i!!erent 'atabases.Ao3ing an e"isting ;lient an' resetting transa;tions is also a stan'ar' reB+ire*ent.

)! 3o+ =ant to ;harge er transa;tion, the e"a;t ;o+nt o! transa;tions Ee.g. ne= or'er, invoi;e or invoi;e lineFis 'i!!erentiate' !ro* the e"a;t ;o+nt o! s+orting entries Ee.g. ne= ro'+;tsF.

?or SPs, this is a ;r+;ial ele*ent to host *an3 ;lients e!!i;ientl3. +t also in a non hoste' environ*ent,these !eat+res hel to i*le*ent an' rollo+t the ali;ation !aster an' *ore e!!i;ientl3.

-././ Ser$ice Center

'e*iere *akes it eas3 to rovi'e a''-on servi;es ina''ition to the tra'itional ) o+tso+r;ing tasks likeoerations E;all s+ort, ba;k+, et;.F an' *igrationEne= releases, inter!a;es, et;.F.

'e*iere allo=s integrating s+ort servi;es as =ellas rovi'ing a''itional ;ontent servi;es like *aintaininga ;entral ro'+;t ;atalog or rovi'ing ;entralP+r;hasing or ;;o+nting Servi;es.

)n ;ontrast to other ali;ations, the rovi'er o! the;entraliCe' servi;e 'oes not nee' to s=it;h role orresonsibilit3 to er!or* the ;entraliCe' or o+tso+r;e'!+n;tion. ll relevant transa;tions *a3 be vie=e' eveni! the3 have 'i!!erent in!or*ation str+;t+res. Using thee"a*le above, rganiCation 2, , 4 or an e"ternalorganiCation *a3 er!or* this !+n;tion.

-.0 -nformation Structure

'e*iere has an a'van;e' in!or*ation str+;t+re allo=ing str+;t+ral ;hanges in *i'strea* breaking the li*itations o!the ol' !ashione' Set o! ooks s3ste* +se' b3 ;o*etitors.

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gen'a enS3ste*s

-.0.' Structural change midtream

!ter an ali;ation is in ro'+;tion or even '+ring i*le*entation, +sers o!ten reB+est ;hanges in thein!or*ation str+;t+re. here are *an3 reasons !or ;hange reB+ests. +ring the +se o! the ali;ation,eole realiCe that in!or*ation is not nee'e' or in!or*ation is reB+ire' !or 'e;ision-*aking. lso, ;hanges inthe b+siness *a3 reB+ire the ;olle;tion o! a''itional in!or*ation.

Most ali;ations 'o not allo= an3 ;hange or a ;hange reB+ires the sa*e e!!ort as i*le*enting it !ro*s;rat;h.

'e*iere allo=s the +ser Enot an ) e"ertF to a'', ;hange or 'elete in!or*ation 'i*ensions at an3 ti*e.he +n'erl3ing GP Enline nal3sis Pro;essingF str+;t+re is *aintaine' a+to*ati;all3.

-.0. -nformation Dimenion ; ree

'e*iere rovi'es an e"tensive list o! re'e!ine''i*ensions:

• rganiCation

• =ning Ebalan;e sheet organiCationF

• ransa;ting Ee"e;+ting organiCation orservi;e ;enterF

• 8at+ral ;;o+nt

• ate R i*e

• ransa;tion

• ;;o+nting

• Pro'+;t

• Pro'+;t Aategor3

• +siness Partner

• Proje;t

• Marketing

• Ahannel

• Aa*aign

• Go;ation E<areho+se, +siness PartnerF

• ?ro*

• o

• ;tivit3 E!or a;tivit3 base' ;ostingF

'e*iere allo=s the +ser to 'e!ine a''itional'i*ensions. hese 'i*ensions ;an be vali'ate' via listsor table look+s. here is no overhea', i! a 'i*ension is

not +se'.

ll 'i*ensions allo= the 'e!inition o! rees. hese s+**ar3 levels allo= re!le;ting the organiCation str+;t+reor the balan;e sheet an' in;o*e state*ent ositions.

Ahanges =ithin the tree str+;t+re are ossible at an3 ti*e.

7ver3 in!or*ation 'i*ension has a ri*ar3 tree an' ;an have a''itional s+**ar3 trees. his *a3 bereB+ire' i! 3o+ =ant to *aintain the >ol'> an' >ne=> str+;t+re !or ;o*arison - or i! 3o+ nee' 'i!!erentarallel b+siness artner hierar;hies, e.g. one b3 )n'+str3, another b3 3e E=holesale, retail, ;ons+*erF.

Man3 ali;ations 'o not have the abilit3 to str+;t+re in!or*ation 'i*ensions, =hi;h res+lts in +nne;essar3'ata entr3 an' overhea'. 7"a*le: i! 3o+ =ant in!or*ation on bran;h an' 'ivision levels an' 'ivisions are*a'e + o! bran;hes, 3o+ *a3 have to enter the t=o !iel's bran;h an' 'ivision an' 'e!ine r+les, so that+sers ;annot enter a =rong bran;h !or a given 'ivision an' vi;e versa.

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gen'a enS3ste*s

-.0./ Automatic Data Collection

ata entr3 nee's to be as e!!i;ient as ossible, =hi;h is eB+ivalent to entering as !e= !iel's as ossible.'e*iere rovi'es a !ra*e=ork, =hi;h 'erives in!or*ation a+to*ati;all3 !ro* the transa;tion ;onte"t.Users ;an also sele;t ;hoi;es.

his is a signi!i;ant a'vantage over other ali;ations. ?or e"a*le, +s+all3 the r'er 7ntr3 !+n;tionalit3 is

not >a=are> o! the in!or*ation nee's o! A+sto*er 5elationshi !+n;tionalit3, this res+lts in in!or*ation that isnot available or nee's to be 'erive' !ro* e"isting 'ata =ith s+bseB+ent loss o! reB+ire' 'etail.

Oetting the in!or*ation right !ro* the so+r;e is a tre*en'o+s bene!it. +t, i! the in!or*ation is not nee'e',the +ser is not aske'.

-.0.0 Com#ination of Dimenion

?or reorting +roses, the +ser ;an sli;e an' 'i;e an3 ;o*bination o! in!or*ation 'i*ensions. ?or alltransa;tions the so+r;e an' a;;o+nting ;+rren;3 in!or*ation is *aintaine' in a''ition to +nit o! *eas+rean' B+antit3.

No+ ;an vie= 3o+r !inan;ial res+lts b3 +siness Partner an' 5egion or Pro'+;t Oro+ an' ti*e o! 'a3.

-.0.2 8here i m" 3oo%<

n ;;o+nting ook is o!ten 'e!ine' as the ;o*bination o! Ahart o! ;;o+nts, Aalen'ar, A+rren;3, =ithi*lie' a;;o+nting r+les. 'e*iere broa'ens that 'e!inition, storing the in!or*ation on the lo=estgran+larit3. he tra'itional reorting is then j+st a s+**ar3 level.

he in!or*ation reB+ire' !or a b+siness 'e;ision is o!ten not !o+n' intra'itional a;;o+nting s3ste*s, so a''itional 'ata =areho+sings3ste*s *aintain arallel 'ata to a;;o**o'ate this nee'. 'e*iereis base' on a 'ata =areho+sing ar;hite;t+re to allo= !le"iblereorting.

Get>s +se the ti*e 'i*ension as an e"a*le. )n 'e*iere, the 'etail!or ea;h transa;tion is store'. here!ore, transa;tions ;an bes+**ariCe' in an3 =a3 ne;essar3, b3 ho+r o! 'a3, =eek'a3 ortra'itional a;;o+nting ;alen'ar erio'.

'e*iere *aintains both, the a;;o+nting an' transa;tion 'ate. hisis reB+ire' !or reven+e re;ognition r+les o! servi;e ;ontra;ts or i! the;osts =ere !or another erio' Ene"t 3ear>s rentF. )! 3o+ nee' to a;;o+nt +sing 'i!!erent a;;o+nting rin;ilesEe.g. a;;r+al an' ;ash base'F, the a;;o+nting erio's ;an be 'i!!erent. No+ ;an reort +sing either vie=.

his botto*-+ aroa;h also allo=s *eeting the )talian, ?ren;h an' Gatin-*eri;an a;;o+ntingreB+ire*ents =itho+t arti!i;ial ;onstr+;ts. s the generation o! a;;o+nting lines is r+le base', no s+er!l+o+sa;;o+nting lines are generate' like in other ali;ations. 'e*iere *akes the a;;o+nting eas3 to

+n'erstan' an' re;on;ile. )t even re;on;iles 'i!!eren;es bet=een 'isarate a;;o+nting *etho's Ee.g. ;ashan' a;;r+al base' or +sing 'i!!erent ;osting *etho'sF.

he s+**ariCe' vie=s are generate' '3na*i;all3 base' on reorting nee's +sing MaterialiCe' Qie=s !orer!or*an;e.

-.2 Adempiere Multi=

-.2.' O$er$iew

)! ali;ations have evolve' !ro* ;+sto* sol+tions, the initial 'esign 'i' not in;l+'e the *ajorit3 o! the>*+lti> !+n;tionalit3, so it is o!ten a''e' on to or at a later 'ate. his res+lts in har' to e"ten' an' *aintain

ali;ations, =ith signi!i;ant overhea' E7"a*les in;l+'e ra;le>s M+ltile 5eorting A+rren;ies an';;o+nting 7ngine or SP>s >7"ten'e' OG>F.

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gen'a enS3ste*s

'e*iere is 'esigne' =ith all o! the LM+ltiL !+n;tionalit3. No+ ;an enable it at an3ti*e or s=it;h i! o!!, i! 3o+'on>t nee' it an3*ore.

3 'esigning an ali;ation =ith the LM+ltiL reB+ire*ents in *in', the res+lting ali;ation is easier to*aintain an' to e"ten'. lso the ali;ation is *+;h *ore stable. he *eas+rable bene!its are lo=eri*le*entation an' *aintenan;e ;osts in a''ition to signi!i;antl3 *ore !+n;tionalit3.

-.2. Multi Organi+ation and Ser$ice&Center

M+lti-rganiCation !eat+res ens+re that 'i!!erent organiCational entities ;an share 'ata or *ake s+re thatrivate 'ata is not a;;essible b3 other entities. Sharing 'ata is the rereB+isite !or ;entraliCe' !+n;tionalit3,o+tso+r;ing or servi;e ;enters.

Man3 ali;ations have atte*te' to a'' this !eat+re, o!ten =ith in;onsistent >rganiCation> 'e!initions ina;;o+nting an' 'istrib+tion. lso, the ;on;et o! sharing an' rivate 'ata is o!ten i*le*ente' b3reli;ating 'ata =ith its overhea' an' s3n;hroniCation iss+es.

'e*iere =as 'esigne' to *aintain 'i!!erent organiCationsan' s+orts three entit3 levels

S3ste*• Alient

• rganiCation-ierar;h3

S3ste* level 'ata is *ostl3 in!rastr+;t+re in!or*ation, b+t ;analso in;l+'e s3ste*-=i'e b+siness artners, ro'+;ts,a;;o+nting s;he*a, et;. he s3ste* level is eB+ivalent to the'atabase installation. 'e*iere rovi'es tools to s3n;hroniCe'i!!erent s3ste*s.

Alient level 'ata 'e!ines in!or*ation an' a;;o+nting str+;t+reas =ell as ;o**on b+siness artners, ro'+;ts, et;.

he rganiCation level is the transa;tion level Ei.e. S3ste* an'Alient ;annot er!or* transa;tions, 3o+ nee' at least onerganiCationF. rganiCations ;an also have their o=n 'ata an'in!or*ation str+;t+re, not share' b3 other rganiCations.rganiCations ;an be str+;t+re' in hierar;hies =ith the ;hil'ren able to a;;ess their arent>s 'ata.

ata on ea;h level ;an onl3 be entere' or *o'i!ie' Ei! the role 3o+ are +singhas =rite rivileges !or that levelF. No+ ;an vie= an' +se 'ata o! >higher>levels, b+t not ;hange it. 7"a*le: <ith a S3ste* level role, 3o+ ;an a;;essan' ;hange S3ste* 'ata, b+t not a;;ess or vie= Alient or rganiCation level'ata. <ith an rganiCation level role, 3o+ ;an +se all S3ste* or Alient'e!ine' 'ata, b+t ;annot *o'i!3 an3. role *a3 allo= *aintaining *+ltilelevels Ee.g. se;i!i; Alient an' se;i!i; rganiCation 'ataF.

Aertain entities like b+siness artners or ro'+;ts reB+ire a;;o+ntingin!or*ation. ;;o+nting in!or*ation is *aintaine' on the ;lient an'organiCation level, b+t not on s3ste* level. )! 3o+ =ant to share a s3ste* level entit3, 3o+ nee' to enter Eor'e!a+ltF the a;;o+nting in!or*ation. <itho+t this, the entit3 is not visible !or the organiCation. his allo=s anorganiCation to be sele;tive in =hat to >inherit> an' over;o*es a *ajor h+r'le to sharing 'ata. Man3ali;ations have the a;;o+nting in!or*ation as art o! the nor*al attrib+tes o! an entit3, *aking it 'i!!i;+ltto share or !or;ing the sa*e in!or*ation str+;t+re a*ong the entities that =ant to share in!or*ation.

'e*iere also allo=s 3o+ to reorganiCe 3o+r rganiCation str+;t+re or *erge entities.

Servi;e Aenters are virt+al organiCations er!or*ing transa;tions !or other organiCations. 7"a*les are;entraliCe' +r;hasing or o+tso+r;e' a;;o+nting servi;es. 5oles ;an be set + that allo= ;entral'eart*ents or e"ternal organiCations to a;;ess the !+n;tional area, =ith a;;ess onl3 to the reB+ire'in!or*ation. Servi;e ;enters ;an a;;ess *+ltile organiCations =itho+t ;hanging roles, even i! the

organiCations have 'i!!erent in!or*ation an' a;;o+nting str+;t+res.

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gen'a enS3ste*s

'e*iere a+to*ati;all3 s+orts *+ltile Gegal 7ntit3a;;o+nting, ens+ring that transa;tions ;rossing legal entit3bo+n'aries are a;;o+nte' ;orre;tl3. his ;an in;l+'e;al;+lation o! ;ost ;harges Ee.g. selling organiCation is a'i!!erent legal entit3 than the ro'+;t o=ning organiCationF.

-.2./ Multi Currenc"

he M+lti-A+rren;3 !eat+re areas are

M+lti-A+rren;3 transa;tions

• bilit3 to transa;t in other than 3o+r a;;o+nting;+rren;3

• bilit3 to reval+e transa;tions

• EankF ;;o+nts in other than a;;o+nting ;+rren;3

M+lti-A+rren;3 reorting

• bilit3 to translate transa;tions or balan;es !or reorting +roses

M+lti-A+rren;3 a;;o+nting

• bilit3 to a;;o+nt transa;tions arallel in 'i!!erent ;+rren;ies

)! ali;ations ;lai* to s+ort *+lti-;+rren;3, the3 +s+all3 s+ort onl3 *+lti-;+rren;3 transa;tions, b+to!ten 'on>t even s+ort !oreign ;+rren;3 ank ;;o+nts Ethe3 are balan;e' in !oreign ;+rren;3 rather than3o+r a;;o+nting ;+rren;3F.

he 7+ro reB+ires ;ertain re;ision an' ro+n'ing r+les an' ;o+ntries like ?ran;e reB+ire se;ial han'ling o!ro+n'ing 'i!!eren;es.

So*e ali;ations rovi'e the abilit3 to a;;o+nt 3o+r transa;tions in *ore than one ;+rren;3. his isreB+ire', =hen translating =o+l' res+lt in +na;;etable ;+rren;3 gain an' losses Ee.g. ;o+ntries =ith+nstable ;+rren;iesF or 3o+ =ant to eli*inate 7+ro ro+n'ing 'i!!eren;es.

So*e ali;ations have arallel !+n;tionalit3 !or *+lti-a;;o+nting, b+t their *+lti-;+rren;3 a;;o+ntingres+lts in +nne;essar3 overhea'.

'e*iere rovi'es !+ll s+ort !or all ase;ts o! *+lti-;+rren;3 !+n;tionalit3 Ee.g. ri;e lists, re!erre';+sto*er ;+rren;3, et;.F, an' there is no nee' to ;o3 or reli;ate transa;tions. transa;tion *a3 have oneor *an3 a;;o+nting ;+rren;ies. Starting, s=it;hing an' 'is;ontin+ing a ;+rren;3 is eas3 '+e to la;k o! ari*ar3 a;;o+nting ;+rren;3. ll a;;o+nting ;+rren;ies are on the sa*e level.

)n ;ontrast to *an3 ali;ations, the 7MU A+rren;ies are not han'le' =ith the overhea' as 'ealing =ith a;+rren;3 =ith !le"ible e";hange rates.

s tra'e be;o*es *ore an' *ore global, *+lti-;+rren;3 !eat+res be;o*e i*ortant. s *ost ali;ations

s+ort this area =ith restri;tions, 3o+ kee all 3o+r otions oen =ith 'e*iere.

-.2.0 Multi Accounting

o a;;o+nt in *+ltile, arallel a;;o+nting stan'ar's *a3 be reB+ire', i! 3o+ =ant to *aintain arallela;;o+nting !or an3 ;o*bination o! the !ollo=ing:

• ;;r+al an' Aash-base' ;;o+nting

• i!!erent a;;o+nting stan'ar's Ee.g., US OP, UT SP, Oer*an OF

• i!!erent inventor3 ;osting *etho's Ee.g., Stan'ar', verage, ?)?F

• i!!erent ;+rren;ies

Us+all3, a Set o! ooks is 'e!ine' as a set o! transa;tions =ith the sa*e Ahart o! ;;o+nts, Aalen'ar,;;o+nting A+rren;3, ;;o+nting Stan'ar' an' Aosting Metho'. )n so*e sit+ations, it is s+!!i;ient to ;onvert

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gen'a enS3ste*s

or translate 3o+r Set o! ooks res+lts to another Set o! ooks. ?or *ost ali;ations, this is the onl3 otion.here are sit+ations, =here this is not s+!!i;ient:

• Una;;etable ro+n'ing an' ;onversion 'i!!eren;es

• igh *an+al e!!ort to ;onvert

• Missing a+'it trail

• Una;;etable ti*e 'ela3 o! availabilit3 o! res+lts

• )nabilit3 to ;onvert as 'etail in!or*ation is *issing

Most ali;ations reli;ate transa;tion 'ata to be able to s+ort the 'i!!erent a;;o+nting 'i*ensions.

'e*iere =as 'esigne' to s+ort *+ltile a;;o+nting. he ;on;et o! Set o! ooks =as i*rove' =ith the;on;et o! ;;o+nting S;he*a. n ;;o+nting S;he*a is an3 ;o*bination o! the !ollo=ing:

• Ahart o! ;;o+nts

• ;;r+al or Aash-base' a;;o+nting

• ;;o+nting stan'ar'

• Aosting *etho'

• ;;o+nting ;+rren;3

8ote, that in ;ontrast to Set o! ooks, Aalen'ar is not 'ire;tl3 art o! an ;;o+nting S;he*e, as 3o+ *a3have *+ltile ;alen'ars er a;;o+nting s;he*a. he ;alen'ar is re'+;e' to transa;tion s+ort !+n;tionsEoen/;lose erio's, s+**ar3 ostings, allo;ation 'e!inition ease o! entr3F.

)n ;ontrast to *ost ali;ations, 'e*iere 'i!!erentiates ransa;tionan' the res+lting a;;o+nting ;onseB+en;es =ith the !ollo=ingbene!its:

• ransa;tion 'ata is not reli;ate'

• No+ ;an a'' or 'is;ontin+e an a;;o+nting s;he*e an3ti*e

• No+ ;an generate a;;o+nting in!or*ation !or histori;altransa;tions

• No+ ;an *o'i!3 or rela;e an3 attrib+te Ean' otionall3regenerate the a;;o+ntingF

• 7as3 to e"ten' an' to *aintain

• 7rror tolerant E3o+ ;orre;t it an' regenerateF

ransa;tions are er!or*e' i**e'iatel3 =ith high riorit3 Ee.g. inventor3 +'ate, invoi;e ai'F& thea;;o+nting is er!or*e' as3n;hrono+sl3 =ith lo=er riorit3 an' 'een'ing on s3ste* loa'.

)t is ossible !or ;+sto*ers to e"ten' a;;o+nting r+les, i! the re'e!ine' a;;o+nting r+les are not s+!!i;ientEinternall3, a;;o+nting r+les are 'e!ine' +sing an a;;o+nting r+le engineF.

-.2.2 Multi&Coting

8ote that the ;osting is ;+rrentl3 re'esige' to s+ort G)?, ?)?

Using 'i!!erent ;osting *etho's EStan'ar', verageF ;an res+lt in 'i!!erent !inan;ial res+lts. 'e*ieres+orts +sing *ore than one ;osting *etho', e.g. !or legal a;;o+nting an' b+siness 'e;ision-*aking.

'e*iere *aintains the in!or*ation !or the !ollo=ing ;osting *etho's

• Stan'ar' Aosting

• ;t+al Aosting

• verage

b+t onl3 one o! the* ;an be +se' !or a;;o+nting in 3o+r ;;o+nting S;he*a. No+ *a3 s=it;h the +se' ;osting *etho'an3 ti*e. 7ven tho+gh onl3 one *etho' ;an be +se' !or a;;o+nting, the in!or*ation is ver3 val+able to ;o*are tren's.Aosts are *aintaine' in 3o+r a;;o+nting ;+rren;3.

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gen'a enS3ste*s

-.2.4 Standard Coting

)n Stan'ar' Aosting, 3o+ *aintain a stan'ar' ri;e an' a;;+*+late the 'i!!eren;es to the a;t+al ;osts overti*e. +e to ;hanging ri;es, it is reB+ire' to set a ne= stan'ar' ri;e erio'i;all3. he ne= stan'ar' ri;e;an be set *an+all3 or !ro* so+r;es like

• A+rrent verage Pri;e

• Gast P

• EP+r;haseF Pri;elist

<hen an ite* is re;eive', it is oste' =ith the stan'ar' ;ost ri;e. <hen the *at;he' invoi;e is ose', the'i!!eren;e bet=een the stan'ar' ri;e an' the a;t+al ri;e is oste' to a stan'ar' ;ost 'i!!eren;es a;;o+nt.)! 3o+ later re;eive ro'+;t relate' ;re'it *e*os or earl3 a3*ent 'is;o+nts, or realiCe' ;+rren;3gain/losses these a*o+nts are also oste' to the ;ost 'i!!eren;e a;;o+nt. he balan;e on that a;;o+ntre!le;ts ho= ;lose 3o+r stan'ar' ;ost ri;e *at;hes the a;t+al ;osts.

-.2.5 Actual Coting

he a;t+al ;osting ri;e is a'j+ste' =hen 3o+ re;eive ro'+;ts =ith ;hange' ;osts.

<hen an ite* is re;eive, it is ose' to the sele;te' a;t+al ;ost ri;e. )! there is no ;+rrent a;t+al ;ost ri;e,the stan'ar' ;ost ri;e is +se', or i! that 'oes not e"ist either, the +r;hase or'er ri;e is +se'. <hen the*at;he' invoi;e is oste', the 'i!!eren;e bet=een the +se' ;ost ri;e an' the a;t+al ri;e is oste' an' the;osts are a'j+ste'. )! 3o+ later re;eive ro'+;t relate' ;re'it *e*os or earl3 a3*ent 'is;o+nts, or realiCe';+rren;3 gain/losses these a*o+nts are also oste' to ro'+;t a;;o+nt.

ne *ajor iss+e in a;t+al ;osting is ;orre;ting the ;osts, i! the ro'+;t has been sol' be!ore re;eiving theinvoi;e. 'e*iere 'oes not retroa;tivel3 a'j+st the ;osts +se' in the re;eit an' sales transa;tion, b+ta'j+sts the a;t+al ;ost ri;e !or !+t+re +se.

-.2.6 Multi >anguage

he !irst reB+ire*ent is to translate the "tem ele*ents:• S;reens

• 5eorts

• Messages

• See' ata Ee.g. stat+s in!or*ation like en/Alose, et;.F

• ransa;tions

Man3 ali;ations allo= 3o+ to translate S;reens, 5eorts an' Messages, !e=er See' ata an' even !e=erransa;tions.

8e"t is the abilit3 to s=it;h 3o+r lang+age as a uer o! the s3ste*:

S3ste* translatable in one EbaseF lang+age• User ;an 'e;i'e, =hi;h lang+age to +se

Most s3ste*s have one base lang+age.

?inall3, the s3ste* *+st have the abilit3 to ;reate document in the lang+age o! 3o+r ;+sto*er an' ven'or.

Qer3 !e= ali;ations s+ort this be;a+se it reB+ires rinting the translate' =or' !or >)nvoi;e>, an' also'i!!erent a''ress !or*ats, 'es;rition o! ro'+;ts, et;. Esee also M+lti-A+rren;3 !or b+siness artner se;i!i;;+rren;3F.

'e*iere allo=s 3o+ to translate all ele*ents, allo=ing 'i!!erent +sers to have their s;reens an' reorts intheir lang+age an' allo=s rinting all 'o;+*ents in the !or*at an' lang+age o! 3o+r ;+sto*er or ven'or.

s the translation is 'i;tionar3 base', the translation is *+;h *ore ;onsistent than other ali;ations =ith'i!!erent tool-sets !or translating the 'i!!erent ele*ents.

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gen'a enS3ste*s

-.2.7 Multi a*

'e*iere s+orts Sales a" an' Qal+e ''e' a", in;l+'ing *+ltile ta"es Ee.g. !or Aana'aF. he ta"engine 'eter*ines the ;orre;t ta", its a*o+nt an' 'ate base' on

• ransa;tion ti*e

• Pro'+;t ;ategor3,

• Shi !ro*/to lo;ation an'

• )nvoi;e !ro*/to lo;ation.

s this reB+ires *aintaining the ta" r+les, !or ;o*le" an' ;hanging ta" sit+ations, 'e*iere also rovi'esinter!a;es to a" Qen'ors.

'e*iere s+orts ;o*o+n' ta"es EOS/PSF an' lo;al ta"es

-.4 Application -ntegration

-.4.' !unctional -ntegration

'e*iere !+ll3 integrates 7nterrise 5eso+r;e ?+n;tionalit3 =ith A+sto*er 5elationshi ?+n;tionalit3 an'nal3ti;al Pro;essing. his tight integration ens+res that the 'i!!erent !+n;tional areas have all thein!or*ation reB+ire' !or b+siness 'e;ision-*aking. here is no nee' to 'erive in!or*ation as ever3thing isbase' on the so+r;e transa;tion.

Man3 ali;ations 'o not rovi'e !+ll !+n;tional integration. )n 'e*iere entering or vie=ing Proje;tin!or*ation in transa;tions 'oes not reB+ire a''itional stes. <hen e";etions o;;+r, like ven'ors o=ing*one3 or ;+sto*ers reB+iring re!+n's, 'e*iere treats these =itho+t a''itional overhea'.

-.4. -nterface

-.4..' 3uine 9iew

)! the internal reorting !a;ilities are not s+!!i;ient, thir' art3 S@G base' tools ;an be +se'. 'e*iererovi'es b+siness vie=s, =hi;h resolve all !oreign ke3 re!eren;es an' are there!ore >rea'3 to +se>. here isno nee' !or 'ata *o'el kno=le'ge or 'eveloing an' *aintaining ;atalogs !or these thir' art3 tools. No+nee' to en!or;e an3 se;+rit3 *an+all3.

-.4.. Data E*port

'e*iere e"orts all 'ata in reorts to the !ollo=ing 'ata !or*ats:

• 7";el

• MG

• KMG

• e"t

• P?

• PS

• <or'

• +siness GP A+bes

'e*iere allo=s e"orting o! GP 'ata to 7";el Pivot tables an' sele;te' GP tools !or !+rther anal3sis.

-.4../ Data -mport

'e*iere i*orts 'ata !ro* KMG, !i"e' re;or's, et;. here are re'e!ine' !or*ats, b+t 3o+ ;an also 'e!ine 3o+r o=nre;or' !or*ats.

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gen'a enS3ste*s

-.4..0 Scanner, Electronic Sender

'e*iere =ill rovi'e a s;anner inter!a;e !or or'er entr3 an' inventor3 transa;tions like +r;hase or'ers,*aterial re;eits an' ven'or invoi;es.

-.4./ E*tenion

)n a''ition to the stan'ar' ;+sto*iCations, 'e*iere rovi'es the abilit3 to e"ten' the ali;ation +sing Java +sinessP)s. )n ;ontrast to other ali;ations, ;lient e"tensions are also ossible in a hoste' environ*ent an' are *aintaine''+ring +gra'es.

-.4.0 -nformation Structure

)! the in!or*ation str+;t+re is not s+!!i;ient, ;lients ;an a'' !iel's to an3 re;or' =ith its resentation an'vali'ation r+les. ata entr3 ;an be *a'e *an'ator3, i! ;ertain ;on'itions al3. he entr3 vali'ation ;an bebase' on lists, tables or !+n;tions like ;allo+ts.

-.4.2 Scripting

'e*iere S;riting =ill allo= +ser to e"ten' the !+n;tionalit3 +sing Java s3nta". )t =ill also +se' !or Ei*ortF 'ata;onversion.

-.4.4 Call&out

?+n;tional e"tensions are i*le*ente' via >;allo+t> te;hnolog3. Alients ;an rovi'e a''itional !+n;tionalit3 inJava or even native A !+n;tionalit3, e.g. !or a''itional vali'ation or 'ata !ee's. Aallo+ts ;an be invoke'be!ore or a!ter 'ata entr3 in an3 !iel'. 'e*iere ens+res that ;allo+ts ;annot ;rash or ;orr+t the s3ste*.

-.5 echnolog" !eature

-.5.' Attachment and -mage

'e*iere allo=s *+lt+le atta;h*ents !or an3 re;or' in the s3ste*. he atta;h*ents ;an be si*le notes,e"ternal !iles Ee.g. 7";elF or i*ages. )! a re;or' has an atta;h*ent, is 'isla3e' in the toolbar.

-.5. Alert

+ser ;an 'e!ine b+siness e";etion sit+ations to re;eive roa;tive noti!i;ations. he noti!i;ation ;an be asi*le note or r+nning a ro;ess or reort.

7"a*les are a list o! ;+sto*ers =ith a ;ertain er;entage over ;re'it li*it, long o+tstan'ing oen ite*s,ne= ;+sto*er, not *oving inventor3, et;.

)n the ba;kgro+n' 'e*iere a+to*ati;all3 rovi'es roa;tive reorting o! iss+es res+lting !ro* s3ste*;onsisten;3 *onitoring an' !ail+re 'ete;tion

-.5./ Scheduling

'e*iere rovi'e an integrate' s;he'+ler !or ro;esses an' reorts, an' the res+lt is sent via 7*ail to aarti;+lar +ser or a *ailing list. his allo=s eas3 5eort istrib+tion.

-.5.0 Email integration

Stan'ar' E*+ltiling+alF 7*ails are generate' b3 the s3ste* !or noti!i;ations like aroval reB+ire*ents or

lerts.

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gen'a enS3ste*s

7*ail ;an also be +se' to ;reate ;+sto*er letters or a+to*ati; ;on!ir*ations.

)! an error o;;+rs, the +ser ;an sen' the error *essage =ith s3ste* generate' s+orting in!or*ation to aninternal s+ort erson or 'e*iere S+ort 'ire;tl3.

-.5.2 :elp

'e*iere rovi'es an integrate', ;+sto*iCable *+ltilevel hel s3ste*. 7ver3 task, reort an' =in'o= an'tab has overvie= in!or*ation, ever3 !iel' has a >tool-ti> hint an' a hel te"t.

)! the hel is not s+!!i;ient, the +ser ;an >Coo*> !ro* the hel =in'o= to 'e*iere>s online )nternet hels3ste* !or +-to-'ate in!or*ation, tis an' @R se;tions.

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gen'a enS3ste*s

-- Adempiere !unctionalit"

--.' 3uine procee

+siness ro;esses rather than tra'itional 'eart*ents

'rive 'e*iere>s 'esign. )n to'a3>s =orl', an' ese;iall3in s*all-to-*e'i+* enterrises, eole o!ten ;over entireb+siness ro;esses or even *+ltile relate' ro;esses.

'e*iere rovi'es all !irst tier !+n;tionalit3 !or s*all-to-*e'i+* enterrises !+ll3 integrate' an' eas3 to +se.

--. ?uote&to&Cah

@+ote to Aash ;overs the b+siness ro;ess !or ;reating a B+ote !or a rose;t or ;+sto*er, or'er*anage*ent, invoi;ing an' ;ash re;eit. he !+n;tionalit3 is highl3 integrate' =ith S+l3 AhainManage*ent an' A+sto*er Manage*ent. )n tra'itionals3ste*s, 3o+ !+n' this in *o'+les like or'er entr3 an'a;;o+nts re;eivables.

--..'?uote

Areate an' rint ;+sto*er B+otes base' on general or;+sto*er ri;e lists. @+otes ;an be Lbin'ingL, =hi;hreserves inventor3. No+ ;an ;hange a B+ote an3 ti*ean' ;onvert it to a Sales r'er.

--..Sale Order

Sales r'ers are the L!+l!ill*ent ;ontrol 'o;+*entL. Sales

r'ers generate Shi*ents an' )nvoi;es an' *ake s+re thatthe or'er is !+l!ille'.

--../Sale Order Proceing

--../.'Order "pe

'e*iere s+orts the !ollo=ing sales or'ersit+ations:

• Standard Order - Areate an or'er an' reserve

inventor3& Shi ro'+;ts an' generate invoi;elater. his is +s+all3 +se' =hen 3o+ shiro'+;ts b3 availabilit3. No+ ;an generate the invoi;e i**e'iatel3 or a!ter the shi*ent.

• POS Order - )n one ste, ;reate the or'er, generate the shi*ent an' the invoi;e an' re;eive thea3*ent EAash, Ahe;k, Are'itAar', A trans!ersF. his is +s+all3 +se' in >over the ;o+nter> salessit+ations =ith anon3*o+s ;+sto*ers.

• Credit Order - Areate the or'er, generate the shi*ent an' the invoi;e - an' otionall3 re;eive thea3*ent. his is +s+all3 +se' !or kno=n Eon a;;o+ntF ;+sto*ers, =ith or =itho+t a ;re'it line.

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gen'a enS3ste*s

• 8arehoue Order  - Areate the or'er an'shi the ro'+;t. Oenerate the invoi;e later.his is +s+all3 +se' =hen 3o+ =ant to ;reates+**ar3 invoi;es. No+ ;an sele;t theshi*ents *an+all3 or ;reate the invoi;ebase' on invoi;ing r+les Ee.g. =eekl3, on the1st an' 1#th o! a *onth, et;.F.

• Prepa" Order - Areate the or'er an' a ro-!or*a invoi;e& Sen' the shi*ent an'generate the !inal invoi;e a!ter re;eit o! the*one3.

• Return Material Authori+ation @RMA  -5e;eive a Erevio+sl3 shie'F ite* an';reate a Are'it Me*o.

No+ ;an ;onvert !!ers to or'ers, b+t also ;hange!ro* one or'er t3e to another.

--../.-n$oice Rule

)nvoi;e 5+les 'eter*ine =hen an invoi;e is ;reate'. No+ ;an ;hange the invoi;e r+le to one o! the !ollo=ing:

• -mmediate - he invoi;e is generate' i**e'iatel3 !or the ;o*lete or'er

• After Deli$er" - n invoi;e is generate' a+to*ati;all3 a!ter 'eliver3 !or ea;h shi*ent

• Cutomer Schedule after Deli$er" - n invoi;e is generate' a+to*ati;all3 base' on the ;+sto*er)nvoi;e S;he'+le. he invoi;e ;o+l' also be generate' *an+all3 b3 sele;ting the shi*ents toinvoi;e.

--.././Deli$er" Rule

eliver3 5+les 'eter*ine, =hen a shi*ent is ;reate'. No+ ;an ;hange the 'eliver3 r+les to one o! the!ollo=ing:

• -mmediate - he Shi*ent is ;reate' i**e'iatel3 !or the ;o*lete or'er& )! 3o+ or'er *ore than;+rrentl3 available on sto;k a =arning is iss+e'. lternativel3, 3o+ ;o+l' revent an or'er to beentere' !or ite* not ;+rrentl3 available Eon han' B+antit3 *in+s reservationsF.

• A$aila#ilit" - shi*ent is ;reate' as soon as a an3 line ite* ;an be shie'. his *a3 ;reate*+ltile artial shi*ents.

• Complete >ine - shi*ent is ;reate' =hen the ;o*lete line Ei.e. the ;o*lete or'ere' B+antit3F;an be shie'.

• Complete Order - he shi*ent is ;reate' =hen the ;o*lete or'er =ith all lines ;an be shie'.

• After Receipt - he Ao*lete r'er is ;reate' a!ter re;eit o! the a3*ent an' =hen the ;o*leteor'er =ith all lines ;an be shie'.

7ver3 or'er has a riorit3. he =hen generating shi*ents, the riorit3 setting *akes s+re that high riorit3or'ers are shie' !irst an' *a3 ;a+se that or'ers =ith lo=er riorit3 are not shie' or onl3 shie'artiall3.

--../.0Automatic 3ac% Ordering

!ter entering an or'er, 3o+ ;o*lete or ro;ess it.

Pro;essing reserves inventor3, b+t 'oes not ;reate 'o;+*ents an' is an otional inter*e'iate ste +se'=hen the or'er entr3 is not ;o*lete 3et, b+t 3o+ =ant to reserve the inventor3.

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gen'a enS3ste*s

Ao*leting the or'er reserves inventor3 Ei! not reserve' 3etF an' generates the L+shL 'o;+*ents. LStan'ar' r'erL !or e"a*le 'oes not ;reate 'o;+*ents, =hereas a L<alk-in r'erL ;reates the invoi;e an'shi*ent 'ire;tl3.

!ter the or'er is entere', the s3ste* tries to generate the shi*ents an' invoi;es to ;o*lete the or'er.No+ 'on>t have to e"li;itl3 ba;k or'er ite*s in this a+to*ati; ro;ess. No+ ;an set+ the s3ste*, that 3o+re;eive noti!i;ations, i! an or'er ;annot be shie' in a ;ertain ti*e erio'.

)! 3o+ ;lose an or'er, the re*aining reservations are ;an;ele' =ith the e!!e;t that no ite* is ba;k or'ere'!or that or'er.

--..0Shipment

ase' on 3o+r Sales r'er, 3o+ ;an generate one or *ore shi*ents i**e'iatel3 or a+to*ati;all3 =heninventor3 available Ea+to*ati; ba;kor'eringF.

--..2Cutomer -n$oice

)nvoi;es are generate' either i**e'iatel3 base' on 3o+r Sales r'er or base' on Shi*ents. No+ ;an

;hoose to ;reate an )nvoi;e i**e'iatel3 a!ter ea;h Shi*ent, =hen the or'er is ;o*letel3 shie' orbase' on a A+sto*er )nvoi;e S;he'+le. n )nvoi;e S;he'+le allo=s 3o+ to sen' s+**ar3 invoi;es, e.g. !or3o+r shi*ents at the en' o! the =eek, *onth, et;.

No+ ;an also enter invoi;es *an+all3.

--..4Receipt

<hen entering the r'er or )nvoi;e, the a3*ent r+le allo=s 3o+ to a+to*ati;all3 generatere;eits:

• Areate a Aashook entr3 !or ett3 ;ash transa;tions

• Areate a Pa3*ent !or 'ire;t a3*ents EAre'itAar', Ahe;k, eAhe;k, +to*ati; Alearing

o+seF. 'e*iere s+orts *er;hant a3*ent ro;essors via QeriSign  Pa3?lo=Pro& thera3*ent ro;essors are lanne'.

en )te*s are settle' b3 ;reating Pa3*ents Ee.g. re;eiving a Ahe;k or ;reating a ire;tebitF, ;reating a Aashook entr3 Ee.g. oen invoi;e ai' b3 ett3 ;ash laterF or =hen re;on;iling ankState*ents Ee.g. bank trans!ersF.

--..5Open -tem Management

'e*iere highl3 a+to*ates the oen ite* *anage*ent=ith Pa3*ent 5+les.

--..5.'-n$oice Pa"ment Rule

een'ing on the Pa3*ent 5+le o! 3o+r invoi;e, re;eits area+to*ati;all3 ;reate'. he a3*ent r+le is liste' in theb+tton. No+ ;an also set an' ;hange the a3*ent r+le in theor'er an' the generate' invoi;e =ill be ;hange' a;;or'ingl3.he a3*ent r+le ;an also be ;hange' a!ter the invoi;e hasbeen ro;esse' Ee"a*le: an on a;;o+nt ;+sto*er ;a*e inan' ai' an invoi;e =ith ;ashF. No+ ;an sele;t !ro* the!ollo=ing a3*ent r+les:

• Aash

• n ;;o+nt EPa3*ent er*F

• Are'it Aar'

• Ahe;k

• rans!er - A

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gen'a enS3ste*s

• Elanne': MF

Cash

)! 3o+ sele;t ;ash, an entr3 is a+to*ati;all3 *a'e in the 'e!a+lt Aash ook !or that 'a3. No+ ;an ;hange the;ash book an' the 'a3 o! re;eit. he 'e!a+lt ;ash book is 'eter*ine' b3 the organiCation o=ning thistransa;tion.

On Account (Payment Term)

?or on a;;o+nt ;+sto*ers, sele;t the a3*ent ter*. he a3*ent ter* 'e!a+lts to the a3*ent ter* in the+siness Partner 'e!inition or i! not se;i!ie' there to 3o+r 'e!a+lt a3*ent ter*. 'e*iere s+orts slita3*ent ter*s Ei.e. #0I '+e in 0 'a3s - #0I in 60 'a3sF.

Credit Card 

No+ ;an enter an' ro;ess ;re'it ;ar's online. )! 3o+ have *ore than one a3*ent ro;essor, the besta3*ent ro;essor is sele;te' base' on the ;al;+late' ;hange !or this a3*ent. he invoi;e is *arke' asai' an' the ;harge *aintaine' in the s3ste* is an +nre;on;ile' a3*ent.

Check 

No+ ;an enter ;he;ks b3 sele;ting a bank a;;o+nt. )! enable', 3o+ ;an ro;ess ;he;ks online Eas ele;troni;;he;ksF. he invoi;e is *arke' as ai' an' the ;he;k *aintaine' in the s3ste* is an +nre;on;ile' a3*ent.

Transfer 

No+ ;an +se +to*ati; Alearing o+se !a;ilities o! 3o+r bank to 'ire;t 'ebit 3o+r b+siness artner>s banka;;o+nt. he invoi;e is *arke' as ai' an' the trans!er *aintaine' in the s3ste* is an +nre;on;ile'a3*ent.

--..5.Pa"ment

Pa3*ents Evia Are'it Aar', Ahe;k, rans!erF are ;reate' =hen 3o+ enter 3o+r invoi;e or ;an be entere' later.

)! a a3*ent is !or one invoi;e =ith the e"a;t a*o+nt, there are no a''itional stes. )! the a3*ent is !or*+ltile invoi;es, or i! *+ltile a3*ents a3 !or one invoi;e, or a3*ent 'is;o+nt =as taken, 3o+ nee' to;on!ir* this b3 allo;ating the a3*ents to invoi;es.

 Allocation

llo;ation links E*+ltileF a3*ents to E*+ltileF invoi;es or ;re'it *e*os an' re;or's a3*ent 'is;o+ntsan' re;eivable =rite-o!!s. No+ si*l3 sele;t the 'o;+*ents an' enter/;on!ir* the 'i!!eren;e E'is;o+nt or=rite-o!!F.

--..5./3an% Statement

No+ ;an i*ort 3o+r bank state*ent, or enter it *an+all3, or ;reate it !ro* a3*ents.

Reconciliation

5e;on;iliation links 3o+r a3*ents to the bank state*ents an' osts the 'i!!eren;es. he *ain so+r;e o!'i!!eren;es are bank ;harges, e.g. !ro* the ;re'it ;ar' ro;essor.

--..6Cah Bournal

No+ re;or' all ett3 ;ash transa;tions in 3o+r ;ashbook. +to*ati;all3, invoi;es ai' b3 ett3 ;ash areentere' in the ;ash jo+rnal. hro+gh this, a ;ash jo+rnal is ;reate' !or ever3 organiCation an' ever3 'a3.

)n 3o+r ;ash jo+rnal 3o+ also re;or':

• Oeneral e"enses Ea;;o+nt 'e!ine' in the ;ashbookF

• Oeneral reven+e Ea;;o+nt 'e!ine' in the ;ashbookF

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gen'a enS3ste*s

• Pett3 Aash 'i!!eren;es Ea;;o+nt 'e!ine' in the ;ashbookF

• Aharges

• )nvoi;es - ;+sto*er or s+lier

• rans!er to EnegativeF or !ro* EositiveF 3o+r bank a;;o+nt

7ntries in the ;ash book are entere' =ith ositive Ere;eitF or negative Ee"ensesF n+*bers.

)! 3o+ have balan;e' the ;ash jo+rnal, 3o+ ro;ess it. ?or a'j+st*ents, ;reate a ne= ;ash jo+rnal =ith the;orre;ting entries.

--..73an% Statement

ank State*ents ;an be entere' or a+to*ati;all3 loa'e'. No+ re;on;ile 3o+r in-transit a3*ents, enter;harges or ;reate a3*ents !or 'ire;t trans!ers.

--./ Reuiition&to&Pa"

5eB+isition to Pa3 ;overs the b+siness ro;ess !or ;reating reB+isitions, +r;hase or'er, invoi;e re;eit an'a3*ent ro;essing. he !+n;tionalit3 is highl3 integrate' =ith S+l3 Ahain Manage*ent. )n tra'itionals3ste*s, 3o+ !in' this !+n;tionalit3 in *o'+les like +r;hasing an' a;;o+nts a3ables.

--./.'Reuiition

Areate reB+isitions *an+all3 or a+to*ati;all3 via Material 5elenish*ent. rove 3o+r reB+isitions togenerate +r;hase or'ers.

--./.Purchae Order

Oenerate an' ;onsoli'ate +r;hase or'ers !ro* arove' reB+isitions. Material 5elenish*ent ;an also

'ire;tl3 ;reate P+r;hase r'ers. rans*it 3o+r +r;hase or'ers'ire;tl3 via 7), er e*ail or er !a".

'e*iere s+orts t=o-=a3 an' three-=a3 *at;hing. P+r;haser'ers are a+to*ati;all3 ;lose' *ini*iCing overhea'.

--././Material Receipt

5e;eive 3o+r *aterial an' 'ire;tl3 ;reate Ean' *at;hF theshi*ent !ro* 3o+r P+r;hase r'er Eor Qen'or )nvoi;eF.

--./.09endor -n$oice

ire;tl3 ;reate Ean' *at;hF 3o+r invoi;e !ro* P+r;hase r'ers or5e;eits. No+ ;an also ;reate re;eits a+to*ati;all3 !ro* 3o+rinvoi;e =hen 3o+ re;eive 3o+r invoi;e an' shi*ent at the sa*eti*e.

--./.2Pa"ment

Areate a3*ents base' on a3*ent ter*s taking a'vantage o!a3*ent 'is;o+nts. No+ ;an ;reate +to*ati; Alearing o+setransa;tions an' trans!ers or +se ;he;k rinting rogra*s. No+;an also a3 b3 ;re'it ;ar' an' re;or' this =hen entering theP+r;hase r'er or )nvoi;e.

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gen'a enS3ste*s

--./.43an% Statement

ank State*ents ;an be entere' or a+to*ati;all3 loa'e'. No+ re;on;ile 3o+r in-transit a3*ents, enter;harges or re;or' 3o+r 'ire;t 'ebit a3*ents.

--.0 Cutomer Relation Management

A+sto*er 5elations Manage*ent EA5MF is not an in'een'ent *o'+le, b+t the logi;al vie= o! all ;+sto*eran' rose;t relate' a;tivities. A+sto*er *anage*ent !+n;tions are an integrate' art o! the b+sinessro;ess. here!ore, there are Ein ;ontrast to tra'itional A5M s3ste*sF no bat;h or s3n;hroniCation ro;esses!or the ba;k-o!!i;e !+n;tionalit3.

--.0.'>ead and Acti$it" rac%ing

'e*iere s+orts the !ollo=ing t3es o! reB+ests

• -nformation  - E+nFstr+;t+re' reB+ests !ro* =eb ore*ail so+r;es

• Ser$ice - str+;t+re' reB+est to er!or* a servi;e at agiven ti*e R la;e

• Charge - str+;t+re' reB+est to rei*b+rse ;osts

• Account - str+;t+re' reB+est ;on;erning a arti;+lar;+sto*er or ven'or or'er, shi*ent, invoi;e ora3*ent

• 8arrant" - str+;t+re' reB+est ;on;erning a ro'+;tor servi;e iss+e

• :elp - str+;t+re' ;+sto*er servi;e reB+est

een'ing on the t3e, the reB+est ;an be a+to*ati;all3;onverte' to a target 'o;+*ent Eo!!er, or'er, invoi;eF. ;on!ir*ation e*ail =ith tra;king n+*ber ;an be sent *an+all3

or a+to*ati;all3. 5eB+ests ;an be be assigne' to arti;+lars3ste* +sers

<ith the tra;king n+*ber, the ;reator ;an +'ate in!or*ation.Manage*ent !a;ilities ens+re ti*el3 resonse an' ;los+re.

5eB+ests ;an also be generate' base' on the a;;o+nt stat+sE'ate last sale, over'+e a3*ent, et;.F !or ;+sto*er servi;e orsales to !ollo= +.

--.0.Mar%eting Campaign Management

A+sto*er retention is a ;r+;ial *ission !or ever3 ;o*an3. 'e*iere s+orts this b3 ;reating *ailings orreB+ests !or the EteleF sales !or;e to !ollo= +. Ariteria !or ;a*aign ;o+l' be last sale, sales vol+*e,ro'+;ts +r;hase', et;.

o attra;t ne= ;+sto*ers, a''resses o! rose;ts ;an be i*orte' !or *ailings or reB+ests !or the EteleFsales !or;e to !ollo= +.

he e!!e;tiveness o! *arketing ;a*aigns ;an be *eas+re' b3 the reven+e or gross ro!it generate'.

--.0./Cutomer Profita#ilit" Anal"i

No+ ;an reort on reven+e an' gross ro!it o! se;i!i; ;+sto*ers or ;+sto*er gro+s over a erio' o! ti*e.

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gen'a enS3ste*s

--.0.0Self Ser$ice Online -nuir"

ll b+siness artner ;onta;ts ;an be enable' to vie= their in!or*ation an' stat+s. he3 then ;an ;reatein!or*ation or a;;o+nt reB+est to initiate !ollo= +s ... or a3 oen ite*s.

--.2 Partner Relation Management

Partner Manage*ent links 'i!!erent ;lients to ea;h other allo=ingthe* to *anage lea' 'istrib+tion, servi;e reB+ests ;ollateral'istrib+tion an' *arketing e"enses. )t also allo=s to rovi'eE;entraliCe'F servi;es.

--.2.'Relationhip Management Acro Ser$er

asi;all3, Partner 5elations Manage*ent rovi'es A+sto*er 5elationsManage*ent !+n;tionalit3 a;ross 'e*iere ;lients/;o*anies. ?or not;onne;te' Partners in!or*ation is tra;ke' via a =eb inter!a;e. 'e*ieree";hanges the reB+ests a+to*ati;all3 !or ;onne;te' Partners.

--.2.(.'>ead Ditri#ution and rac%ing

Areate lea's an' 'istrib+te the* to 3o+r artners. No+ ;an !ollo=+ an' *onitor rogress an' res+lts.

--.2.(.Mar%eting E*pene Accounting

7nable 3o+r artners to ;reate ;harge invoi;es 'ire;tl3.

--.2.(./Collateral Ordering

7nable 3o+r artners to or'er ;ollaterals a+to*ati;all3.

--.2.(.0Cutomer Ser$ice Reuet ; 8arrant" Reuet

)nitiate an' !ollo= + Servi;e 5eB+ests an' *anage =arrant3 reB+ests.

--.2.'Shared Ser$ice

Provi'e Servi;es !or 3o+r Partners E;;o+nting, el 'esk, Shiing, ...F. s a Servi;e Provi'er, 3o+ geta;;ess to j+st the in!or*ation, 3o+ nee' !or 3o+r tasks - b+t a;ross organiCations an' ;lients, so that 3o+;an 'o 3o+r job e!!e;tivel3.

--.2.Centrall" Maintained -nformation

?or 3o+r artners, 3o+ ;an *aintain ;entral 'ata like Pro'+;ts, Pri;e Gists or ;;o+nting )n!or*ation. Partners ;an a''a''itional entities, b+t ;annot ;hange the ;entral *aintaine' ele*ents !or ;onsisten;3.

--.4 Suppl" Chain Management

S+l3 Ahain Manage*ent ;overs all *aterial *anage*ent a;tivities in;l+'ing inventor3 re;eits,shi*ents, *oves an' ;o+nts =ithin a ;lient an' its organiCations an' to s+liers an' ;+sto*ers.

--.4.'Product Catalog

e!ine 3o+r Pro'+;t an' Servi;es =ith otional ill o! Materials an' S+bstit+tes. )*ort an' +'ate +r;hase ri;es!ro* 3o+r ven'or.

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gen'a enS3ste*s

rganiCe 3o+r ro'+;ts in ro'+;t ;ategories an' hierar;hies. No+;an also sear;h b3 ro'+;t attrib+tes.

No+ *a3 have *+ltile ri;e lists !or +r;hases an' sales. P+r;hase ri;elists allo= 3o+ to ;ontrol 'is;o+nts an' o+tstan'ing ;re'its !ro* 3o+rs+liers. No+ *a3 have general an' ;+sto*er se;i!i; sales ri;e lists. Pri;elists are 'ate ;ontrolle' to allo= se;ial sales initiatives.

--.4.Ditri#ution ; Multi&8arehoue Control

Manage 3o+r inventor3 b3 organiCing 3o+r =areho+ses into +ser'e!ine' lo;ations. Move inventor3 bet=een =areho+se an' takeh3si;al inventor3.

--.4./Material Management

Areate A+sto*er Shi*ents in bat;hes or in'ivi'+all3 er or'er. Aontrol Qen'or 5e;eits b3 ;o*aring it'ire;tl3 =ith the +r;hase or'er or the ven'or invoi;e.

Tno= =hat is vailable to Pro*ise ;onsi'ering reservations !or !+t+re ;+sto*er shi*ents an' e"e;te'ven'or re;eits - tionall3 on a ti*e s;ale.

Oenerate Material 5elenish*ent lists base' on ast sales or targete' inventor3 levels& otionall3 ;reate5eB+isitions or 'ire;tl3 P+r;hase r'ers.

--.4.0ProductSer$ice Coting

A+rrentl3 +n'er revision to s+ort G)?, ?)?

'e*iere *aintains the in!or*ation !or the !ollo=ing ;osting *etho's

• Stan'ar' Aosting

;t+al Aosting• verage

A+rrentl3 +n'er revision to s+ort G)?, ?)?

+t onl3 one o! the* ;an be +se' !or a;;o+nting in 3o+r ;;o+nting S;he*a. No+ *a3 s=it;h the +se';osting *etho' an3 ti*e. 7ven tho+gh onl3 one *etho' ;an be +se' !or a;;o+nting, the in!or*ation is ver3val+able to ;o*are tren's. Aosts are *aintaine' in 3o+r a;;o+nting ;+rren;3.

he !ollo=ing general in!or*ation is *aintaine' er Pro'+;t: an' ;;o+nting S;he*a:

• A+rrent Aost Ebase' on Stan'ar' or ;t+al AostingF

• Gast P+r;hase r'er Pri;e E;onverte'F

Gast P )nvoi;e Pri;e E;onverte'F• otal li!eti*e )nvoi;e @+antit3 an' *o+nt Eres+lting in li!eti*e average ;ostF

--.4.0.'Standard Coting

)n Stan'ar' Aosting, 3o+ *aintain a stan'ar' ri;e an' a;;+*+late the 'i!!eren;es to the a;t+al ;osts overti*e.

he !ollo=ing in!or*ation is *aintaine' er Pro'+;t an' ;;o+nting S;he*a:

• Stan'ar' Aost

• A+*+lative P+r;hase r'er *o+nt an' @+antit3 Eres+lting in Stan'ar' Aost Planne'Aost/i!!eren;eF

Ao**+tative )nvoi;e *o+nt an' @+antit3 Eres+lting in Stan'ar' Aost ;t+al Aost/i!!eren;e• ?+t+re Aost Pri;e E;an be entere' *an+all3 or ;al;+late'F - the ne"t stan'ar' ri;e

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gen'a enS3ste*s

--.4.0.Actual Coting

he a;t+al ;osting ri;e is a'j+ste' =hen 3o+ *at;h invoi;es =ith ;hange' ;osts. s a starting oint Ei.e. i!no ri;e is availableF, the P ;osts or +r;hase ri;e-list ri;e is +se'.

he !ollo=ing in!or*ation is *aintaine' er Pro'+;t an' ;;o+nting S;he*a:

• verage Aost A+*+lative *o+nt an' @+antit3 +se' !or ;al;+lating the average ;osts

--.5 Performance Anal"i

Per!or*an;e nal3sis ;overs the ;osting an' a;;o+nting 'i*ension o! the ali;ation. )n tra'itional s3ste*s,3o+ !in' this !+n;tionalit3 in 5eorting an' Oeneral Ge'ger *o'+les as =ell as those *o'+les =hi;h generatea;;o+nting entries.

--.5.'Accounting Rule

;;o+nting entries are a+to*ati;all3 generate' base' on r+les. hisallo=s also !or *an+al entries to generate a''itional ostings Ea;t+al,statisti;al, et;.F.

--.5.-ntegrated Reporting, Data8arehouing and O>AP

?ro* ever3 'o;+*ent in the s3ste*, 3o+ ;an ;reate reorts.No+ ;an 'e!ine the la3o+t, sorting, labels, et;. to ;+sto*iCe it!or 3o+r all or a se;i!i; organiCation or !or 3o+rsel!. 5eortingQie=s enable anal3ti;al an' s+**ar3 reorting.

he reorting !a;ilit3, 3o+ ;an 'rill 'o=n to ;ontaine' ele*ents Ee.g.!ro* or'er to b+siness artner, a3*ent r+les, ..F or 'rill a;ross tore!eren;e' ite*s E!ro* or'er to invoi;es, shi*ents, et;. linke' tothat or'erF.

?or *+lti'i*ensional entries, 3o+ ;an sele;t the 'i*ensions, 3o+=ant to reort on.

ll in!or*ation ;an be rinte' or e"orte' to 7";el, <or', KMG, P?,et;. !or !+rther ro;essing. Se;+re +siness Qie=s allo= 3o+ toe"ten' the reorting to e"ternal 'e'i;ate' S@G base' reorting tools.

--.5./Manual Bournal

he *ajorit3 o! a;;o+nting transa;tions are generate'. his allo=s 3o+ to reort 3o+r transa;tion in *+ltile a;;o+ntings;he*a. Man+al jo+rnals allo= 3o+ to ;reate a;;o+nting entries !or a se;i!i; a;;o+nting s;he*a. his is +s+all3 onl3 +se'!or ;orre;ting a;;o+nting entries.

--.5.0Generated Bournal

he s3ste* allo=s 3o+ to generate jo+rnals !or

• llo;ations

• 5eval+ations

• 5estate*ents

--.6 8e# Store

he 'e*iere <eb Store rovi'es all 3o+ nee' to r+n 3o+r =eb resen;e. he in!or*ation is share' =ith

the stan'ar' ali;ation, so no s3n;hroniCation or e"tra integration =ork is reB+ire'. he =eb store;o*onents ;an be ;+sto*iCe' to the look-an'-!eel o! 3o+r =eb site.

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gen'a enS3ste*s

--.6.'Online Product Catalog

Qie= an' sear;h the 3o+r ro'+;t ;atalog. Pro'+;t i*ages;an be 'isla3e', i! the ro'+;t has an i*age atta;h*ent.

No+ ;an restri;t the ro'+;ts available on the =eb.

No+ ;an 'e!ine E*+ltileF hierar;hies to li*it ro'+;tsele;tion. No+ ;an also sear;h b3 Pro'+;t Aategor3 orPro'+;t ttrib+tes.

--.6.Online Pricing and A$aila#ilit"

No+ ;an ;hoose, i! 3o+ =ant to sho= ro'+;t availabilit3Eeither as LavailableL or the a;t+al B+antit3F. )! the +ser islogge' in as a +siness Partner Aonta;t =ith a se;i!i;ri;e list, these ri;es are sho=n& ther=ise the 'e!a+ltri;e list is sho=n.

--.6./Online Sale ranaction

'' ite*s to the Shoing asket via the Pro'+;t Aatalogor =eb !or* reB+est. No+ ;an ;hange B+antit3 or 'eleteite*s.

<hen ;he;king o+t, 3o+ ;an *ake it *an'ator3 to sign in to retrieve store' ;+sto*erin!or*ation. ?or the Aon!ir*ation, ali;able shiing ;osts an' ta" is ;al;+late'. hea3*ent in!or*ation is entere' or ;on!ir*e'. A+rrentl3, the QeriSign a3*ent ro;essoris s+orte'. e!ore s+b*itting 3o+ ;an veri!3 the ;re'it ;ar' n+*ber !or 'ata entr3errors.

!ter re;eiving the a3*ent ;on!ir*ation, the or'er is ;reate' an' the re;eit is'isla3e'. tionall3 an e*ail ;an be sent =ith the re;eit.

--.6.0Supporting Component

--.6.0.'1er Management

No+ ;an store +ser in!or*ation an' enable ;ookies to allo= a+to*ati; 'ete;tion an' sign in.

--.6.0.Counter

No+ ;an *onitor =eb reB+ests an' ;olle;t in!or*ation like re!erring age, ;lient host, ti*e, +ser E=hen

signe' inF, et;.

--.6.0./-nfo Reuet

=eb +ser reB+est ;an be !or=ar'e' to one or *ore e*ail a''ress. No+ ;an also sen' a ;on!ir*ation to the reB+ester.he reB+est be;o*es art o! the A+sto*er 5elations Manage*ent.

--.7 8h" i it organi+ed li%e that<

+siness ro;esses rather than tra'itional 'eart*ents 'rive 'e*iere>s 'esign. )n to'a3>s =orl', an'ese;iall3 in s*all-*e'i+* enterrises, eole o!ten ;over entire b+siness ro;esses or even *+ltilerelate' ro;esses.

ere is a *aing ;hart as g+i'an;e:

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gen'a enS3ste*s

ra'itionalMo'+le

@+ote toAash

5eB+isition to Pa3

A+sto*erManage*ent

PartnerManage*ent

S+l3Ahain

Per!or*an;enal3sis

OeneralGe'ger

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;;o+nts

Pa3ables

" " "

;;o+nts5e;eivables

" " "

P+r;haser'er

" " " "

Salesr'er

" " " "

)nventor3Manage*ent

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ssets

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