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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Compiere is a world leading open source commercially supported ERP system. Very large companies have already chosen Compiere over traditional systems. By its nature ERP is a complex subject and while you may be familiar with ERP this book will introduce you to the concepts of Compiere. Here you will learn the Compiere essentials quickly and concisely.The aim of this book is to get you up and running with Compiere through a practical hands on approach. This book will also give you an overview of the main Compiere business process aspects. This book will help you get comfortable with using and exploring the Compiere system as you prepare for a roll out in your organization.Maturing from an open source project to a leading edge competitor in the ERP space, Compiere offers what other traditional big name systems lack. Offering its best of class functionality on a model driven architecture, the latest enterprise platform independent web technologies (GWT, Java, JBoss, Oracle, Postgress), while maintaining openness, value, flexibility, scalability and most of all an integrated ERP platform that can be extended upon with ease.In this book we will introduce you to understanding Compiere functionality exploring the different essential business processes. We will cover the setup, the business processes of sales, purchasing, inventory, financial management as well as advanced aspects like workflow, project planning and migration.Every chapter is illustrated by example so as to facilitate quick and practical reading. This is not a Java programming manual and the book’s aim is to take your basic knowledge of the ERP environment and ensure a proper practical understanding of the critical functional aspects during the Compiere implementation process.
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Seitenzahl: 172
Veröffentlichungsjahr: 2010
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Table of Contents
Compiere 3
Compiere 3
Copyright © 2010 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, Packt Publishing, nor its dealers or distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: June 2010
Production Reference: 1220610
Published by Packt Publishing Ltd. 32 Lincoln Road Olton Birmingham, B27 6PA, UK.
ISBN 978-1-849510-84-4
www.packtpub.com
Cover Image by Faiz Fattohi (<[email protected]>)
Credits
Author
Andries L Pretorius
Reviewer
Yves Sandfort
Acquisition Editor
Steven Wilding
Development Editor
Wilson D'Souza
Technical Editor
Pallavi Kachare
Indexer
Hemangini Bari
Editorial Team Leader
Akshara Aware
Project Team Leader
Priya Mukherji
Project Coordinator
Prasad Rai
Proofreaders
Dirk Manuel
Chris Smith
Production Coordinator
Melwyn D'sa
Cover Work
Melwyn D'sa
About the author
Andries L Pretorius, CA(SA) ACMA(UK), an accountant by training who understands programming, is founder of Astidian Systems a leading Compiere and professional open source applications development and consulting house, which is a pioneer in deploying Compiere within its market for more than the last seven years.
He has led many Compiere implementations as well as SAP R/3 and Great Plains (now MS Dynamics) implementations both from a consulting and business owner perspective. He has been the lead architect in many custom Compiere enhancements and has over 15 years of experience in ERP and CRM applications.
His experience includes CFO and COO of leading South African retail, wholesale, and distribution enterprises, financial manager at a telecoms provider in Singapore as well as being articled at Deloitte Johannesburg and New York offices.
You can reach him on his blog on www.astidian.com/blog.
To my wife Erika and family who had the patience for endless weekends of stolen time.
Thanks to Jorg and Kathy for architecting the next generation ERP, Ashley G Ramdass, Neil Gordon, Steven Wilding for his patience, Prasad Rai and Wilson D'Souza at Packt Publishing.
About the reviewer
Yves Sandfort is a veteran in the Internet business and a well known and respected commercial open source evangelist. He combines in-depth technical knowledge with the ability to quickly adopt real business demand. Especially his good understanding of national and international financial relations and how to build, maintain and successfully rollout financial solutions (CRM/ERP/BI) make him an expert you don't want to miss on your project.
Yves Sandfort has implemented commercial open source applications like Compiere, Pentaho or SugarCRM in companies of all sizes around the world (Europe, USA, Hong Kong, Australia). The comdivision group, which he founded in 1996, is proud partner of many commercial open source projects and shows that there is the possibility of commercial success in the open source industry.
I would like to thank some open source veterans and investors like Andre Boisvert, Larry Augustin, and Jorg Janke who always supported my work and helped me to build a successful business around the open source ecosystem. Without these people I would not be in the position to work around the globe and review books like this one.
Preface
In its simplest form a business entity is the legal or otherwise manifestation of the entrepreneurial spirit of human beings. Information is required in order to record, control, analyze, and predict the entrepreneurial process. Information systems supporting these activities have greatly evolved in the last 40 years from the very basic to the very complex. By its very nature information systems have been required to constantly change to keep up with the entrepreneurial spirit. ERP (Enterprise Resource Planning) systems as they have come to be known evolved from the eventual requirement to have an integrated system across the entire business process (end to end).
Celebrating and maturing from an open source project to a leading edge competitor in the ERP space, Compiere offers best-of-class functionality on a model-driven architecture, the latest enterprise platform-independent web technologies (GWT, Java, JBoss, Oracle / Postgress), while maintaining open standards, value, flexibility, scalability, and most of all an integrated ERP platform that can be extended with ease.
Compiere is widely regarded as the top Open Source ERP and its name was derived from the Italian word for to fulfill / deliver.
In this book we will introduce you to understanding Compiere functionality by exploring the different essential business processes. We will cover the setup, the processes of Sales, Purchasing, Inventory, and Financial Management as well as the advanced aspects like Workflow, project planning, and migration.
Every chapter is illustrated by example so as to facilitate quick, concise, and practical reading. The book's aim is to take your basic knowledge of the ERP environment and ensure that you gain a practical understanding of the critical functional aspects during the process of evaluating or implementing Compiere.
What this book covers
Chapter 1, Evaluating the Compiere System aims to highlight to the reader aspects related to evaluating the Compiere ERP system as well as the differences in product editions.
Chapter 2, The Initial Compiere Setup introduces Compiere terminology as well as initial setup of the organizations, account elements, documents, and users.
Chapter 3, Customers and Sales Process deals with the aspects of setting up your customers and detailing the sales process from Sales Order to Invoicing.
Chapter 4, Product and Material Management explains the concepts of a products, price lists, and discount schemas. It also illustrates concepts of Material Management, which controls the aspects of quantity through standard warehousing control.
Chapter 5, Procurement Management covers Procurement Management with regards to the processes from Request for Quotation, through Purchase Orders, Invoicing, and Material Receipt, to the Payment of vendors.
Chapter 6, Compiere Financial Management… aims to explain the accounting and financial aspects of the system as in the end businesses must rely on accounting information.
Chapter 7, Advanced Aspects covers an overview of the Application Dictionary (AD) as well as examples of creating custom fields and setting up a basic document workflow.
Chapter 8, Project Planning for Go-live and Beyond highlights the aspects related to project planning from people, functional, and technical points of view. We will also relate aspects regarding post-go live and migration.
What you need for this book
For this book you will need a basic understanding of accounting and ERP systems. The Compiere Evaluation software can be downloaded from: http://www.compiere.com/wstore (contact [email protected] for an evaluation license) or the Community Editions are available from http://sourceforge.net/projects/compiere/files/ (the latest being version 3.3). Installation instructions (Windows or Linux) are included in the download but can also be obtained from http://www.compiere.com/support/installation.php. Wiki support is available from http://wiki.compiere.com. The required databases can be obtained from either Oracle.com (Oracle 11g) or Enterprisedb.com (EDB 8.3R2). The required Sun Java Development Kit (JDK version) can be obtained from http://java.sun.com/javase/downloads/index.jsp (update 5 or later).
Who this book is for
If you are considering Compiere or want to easily implement Compiere in your organization, this book is for you. This book will also be beneficial to system users and administrators who wish to implement an ERP system. No previous knowledge of Compiere is required.
Conventions
In this book, you will find a number of styles of text that distinguish between different kinds of information. Here are some examples of these styles, and an explanation of their meaning.
Code words in text are shown as follows: "It is found under your main installation directory as c:\Compiere2\RUN_setup.bat (Windows) or /home/Compiere2/RUN_setup.sh (Linux):".
New terms and important words are shown in bold. Words that you see on the screen, in menus or dialog boxes for example, appear in the text like this: "Select the Initial Tenant Setup from the menu and enter your tenant details as follows:".
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Questions
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Chapter 1. Evaluating the Compiere System
Managing an integrated business that requires an ERP system is a challenge in itself, so the defining question when one starts to look at an ERP system is: will an ERP add value to the business and be worth the investment? ERP systems costs money, they require new skills, they require employees and business to adapt, and, ultimately, they take a lot of management time to implement.
Most notably, an ERP system has the purpose of providing management with an integrated information and transaction processing environment. This will provide the required financial and non-financial data and information for insightful reports that inform and underwrite decision making. Information systems must measure the effective and optimum use of enterprise resources, whether they are defined as people, products, services, or assets.
This chapter deals with assisting you in evaluating the Compiere system. In this chapter we shall:
When do you look at Compiere
The Compiere system is certainly suitable in the following organizational circumstances:
Circumstance
Compiere advantage
Outgrowing existing system
The business is outgrowing its existing systems. Generally, the business was doing fine on a small accounting package, but now requires additional functionality. It may also require a more scalable enterprise database, or the number of users and the complexity of the business is expanding.
Compiere's technology stack offers a growing company the enterprise scalability platform required. Functionality and transactions volumes can be scaled based on specific user needs.
Existing system is old technology
The existing system is so old that support cannot be easily obtained and the technology is just hanging by a thread. This is usually the case with long-standing or older generation management. For example, a family business that has been in existence for many years and the legacy system has just always worked, but finally a decision has to be made as to a new system.
Compiere offers the current Java and web technology platform , which is based on open architecture and standards, throughout its offering.
Dynamic system requirement
More progressive and dynamic management where the underlying technology is as important to the business as the business itself.
Due to its open source nature, Compiere offers a flexible and transparent technology platform.
Value proposition
Large businesses that are evaluating ERP vendor systems and are analyzing the costs versus return.
Compiere provides a competitive licensing model up to large-scale Enterprise levels.
Compiere's core ERP functionality
In differentiating the Compiere product offering from the traditional ERP offering, Compiere is known for its multi's:
The Compiere Core Functionality includes a rich dynamic business functionality framework, and we shall cover some of these aspects in detail in later chapters.
Compiere system administration
System administration functions are the normal administrator functions that you would expect in a system. These functions include:
Sales cycle to accounts receivable
Typical sales cycle functionality includes:
