Quick. Start Toolkit & Template Extension Module Webinar 10 th of December 2009
Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q&A 30 min. Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 2
Quick. Start Toolkit: Objectives Goal: Provide an entry level, fixed scope ERP solution, with focused functional footprint Benefits: A cost-effective solution with a low risk for the end customer A well defined and supported implementation methodology ensuring partner success Solution Approach: Delivered as a set of artifacts (including a module of type template) Leverage Forge capabilities Use current OB technology stack Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 3
Quick. Start Toolkit: The Artifacts User Manual / Support Consultant's Manual Initial Interview Form Deployment Options Quick. Start Template Initial Data Load Func Config Training Quick. Start Toolkit Pre/Sales Documentation Timeline o f. C ve Li fo oo t ep c on n io Page 4 Milestone G Pr t ta en em pl m f. I to ar St r a me to sto ng cu hi c tc ifi Pi pec s g tin ke ar M Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Pre/Sales Documentation The Toolkit: Pre/Sales Documentation User Manual / Support Initial Quick. Start Func Interview Data Deployment Training Template Config Form Load Commercial Overview & Presentation Lead Classification Guide Detailed Functional Listing Various Communication Templates Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Consultant's Manual Page 5
Pre/Sales Documentation The Toolkit: Consultant's Manual 1. Introduction 2. Initial Interview 1. Critical Information to Obtain 2. Requirements Template 3. Master Data Import Template 4. Deployment Model 3. Client Follow Up 4. Deployment 1. Openbravo ERP Installation 2. Openbravo Professional Subscription & Activation 3. Cloud Hosting (recommended) 4. Dedicated In-house Server 5. Backup 6. Security 7. Quick. Start Template Installation 8. Session Configuration 5. Customer Setup 1. Initial Client Setup 2. Initial Organization Setup 6. Roles and Users 1. Securing Default Configuration 2. Application Users 7. Initial Configuration 1. Customer's Template 2. Customer's Module 3. Company Logo Customization 4. Initial Data Configuration 5. Initial Data Load 6. Email Configuration Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Consultant's Manual User Manual / Support Initial Quick. Start Func Interview Data Deployment Training Template Config Form Load 8. Functional Implementation 1. Master Data Management 2. Procurement Management 3. Sales Management 4. Warehouse management 5. Financial management 9. Test Environment Creation 10. Printing Forms 1. Purchase Order 2. Sales Order 3. Quotation 4. Goods shipments 5. Sales Invoice 11. Training 1. Basic information (0, 5 h) 2. Procurement management (4 h) 3. Sales management (2 h) 4. Warehouse management (1, 5 h) 5. Payables/receivables management (6 h) 6. Asset management (1, 5 h) 7. Accounting (2 h) 12. Support Phase 1. Defects 2. Adjustments 3. Extensive Customizations 4. Maintenance Packs 13. Country Specific Configurations 1. Spain Page 6
Pre/Sales Documentation The Toolkit: User Manual – UI Navigation Tutorial Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Consultant's Manual User Manual / Support Initial Quick. Start Func Interview Data Deployment Training Template Config Form Load Page 7
Pre/Sales Documentation The Toolkit: User Manual – Business Processes Consultant's Manual Initial Quick. Start Func Interview Data Deployment Training Template Config Form Load # 01 Order to Cash # 01 a Order to Shipment # 01 b Invoice to Cash # 02 Procure to Pay # 03 Bank Statement to Bank Reconciliation # 04 Period End Close to Financial Report # 05 Customer Return to Credit # 06 Customer Return to Replacement # 07 Supplier Return to Debit # 08 Supplier Return to Replacement # 09 Collection # 10 Supplier Payment Management # 11 Wall to Wall Accuracy Physical Count # 12 Asset Acquisition to Dispose Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic User Manual / Support Page 8
Quick. Start Toolkit: The Artifacts User Manual / Support Consultant's Manual Initial Interview Form Deployment Quick. Start Template Initial Data Load Func Config Training Quick. Start Toolkit Pre/Sales Documentation Timeline o f. C ve Li fo oo t ep c on n io Page 9 Milestone G Pr t ta en em pl m f. I to ar St r a me to sto ng cu hi c tc ifi Pi pec s g tin ke ar M Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Quick. Start Toolkit: Artifacts Quick. Start Template Refined & Simplified Screens Additional Screens/ Reports Localization (optional) Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Predefined Roles for Sales, Warehouse, Finance & Acct, Procurement Page 10 Initial Data Load Module
Quick. Start Toolkit: Demo DEMO Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 11
Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q&A 30 min. Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 12
Technology: Module vs Template Initial Data Load Same with: • Mass Invoicing • Intercompany Documents • Spanish Professional Localization Pack • etc. Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Quick. Start For example, a template could include a module that contains a new process and at the same time assign this new process to an existing button inside an existing window, therefore, adapting the core. Page 13
Technology: Packaged Openbravo Template What does the template include and in what order does it get developed? 1 New modules such as the Initial Data Load 2 Datasets that described common data (such as Roles, Taxes, etc) 3 Configuration script that pre-configures the core application (such as core screens, menu arrangement, lists, etc) Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 14
Technology: Structure and use of the template Customer's Template Configuration Script (describes additional customer customizations of the core elements) Customer's Module (contains additional developments) Openbravo Quick. Start Spain Configuration Script (describes changes to the core required for Quick. Start and Spanish Localization to work together in harmony) Hierarchy Professional Localization Pack Spain … … Openbravo Quick. Start Template (Generic) Configuration Script (describes Quick. Start's pre-configuration of the core elements) Orders Awaiting Delivery Initial Data Load Openbravo Quick. Start Datasets Module Pack Template Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 15
Technology: Alternative Structure with no Localization Customer's Template Configuration Script (describes additional customer customizations of the core elements) Customer's Module (contains additional developments) Openbravo Quick. Start Template (Generic) Configuration Script (describes Quick. Start's pre-configuration of the core elements) Hierarchy Orders Awaiting Delivery Initial Data Load Openbravo Quick. Start Datasets Module Pack Template Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 16
Technology: But how exactly does one develop a template? Develop OR install modules to be included 1 2 Create a new module of type template 3 Include existing modules and dependencies Adapt the core or other modules included 4 in the template 5 Export the module (template) 6 Export the configuration script 7 Package the module (template) Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 17
Technology: But how exactly does one develop a template? Et voila! Your own first template packaged as an OBX file: |-| | | |-|-`-- com. customer. openbravo. template `-- src-db `-- database |-- config. Script. xml |-- model | |-- functions (empty) | |-- sequences (empty) | |-- tables (empty) | |-- triggers (empty) | `-- views (empty) `-- sourcedata |-- AD_MODULE. xml `-- AD_MODULE_DEPENDENCY. xml org. openbravo. idl-1. 0. 2. obx org. openbravo. module. taxreportlauncher-1. 0. 0. obx org. openbravo. reports. ordersawaitingdelivery-1. 0. 0. obx Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 18
Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q&A 30 min. Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 19
The Toolkit: Access to the Forge Project http: //forge. openbravo. com/projects/obquickstart Active partners can request access by sending an email with their forge username(s) to busdev@openbravo. com Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 20
Tools: Openbravo Quick. Start Forge Project DEMO Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 21
The Toolkit: Roadmap additional productivity modules extended application dictionary capabilities (selectors, views) permalinks (deep linking) usability improvements initial data load for more entities improvements to financials, accounting and their configuration Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 22
Wrap-Up Functionality and Demo Technology / Development The Toolkit Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 23
Q&A http: //forge. openbravo. com/ http: //wiki. openbravo. com/wiki/ERP/2. 50/Developers_Guide rok. lenardic@openbravo. com Next webinar: Wizard to add fields to windows December 24 th 4 -5 PM (CET) Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 24
Quick. Start Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Page 25
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