Compiere 3 -- Table of Contents -- Compiere 3 -- Credits -- About the author -- About the reviewer -- Preface -- What this book covers -- What you need for this book -- Who this book is for -- Conventions -- Reader feedback -- Customer support -- Errata -- Piracy -- Questions -- 1. Evaluating the Compiere System -- When do you look at Compiere -- Compiere's core ERP functionality -- Compiere system administration -- Sales cycle to accounts receivable -- Purchasing cycle to accounts payable -- Business partner management -- Financial Accounting Management -- Cash management -- Customer Relationship Management -- Inventory and material management -- Light Production -- Integrated advanced ERP functionality -- Critical ERP decision factors -- Budget -- Up-front functional design and data relationships -- Static out-of-the-box versus dynamic flexible ERP -- Internal learning curve and time availability -- Enterprise readiness -- Technology -- Personal career aspirations -- Brand Loyalty -- Do you evaluate Compiere differently because it is open source? -- It must meet your functional needs -- It must offer the Assurance Support Levels to suit your needs -- Community-supported edition -- Paid-for enterprise editions -- It must provide an open source advantage -- Compiere editions -- Getting more information -- Getting Compiere -- Summary -- 2. The Initial Compiere Setup -- Compiere Terminology -- Compiere setup overview -- Starting and stopping the Application Server -- Launching Compiere and logging in -- Desktop launch -- Web launch -- The Compiere menu and windows -- The Compiere menu -- Compiere transaction window -- Initial set-up process -- Defining the account elements (Chart of Accounts) import -- Setting up a tenant -- Defining the calendar, year, and periods -- Setting up your organizations -- Setting up your warehouses and locators.

Set up and verify your account element tree -- Setting up and verify your accounting schema rules -- Accounting Schema overview -- Account schema elements (Information Dimensions) tab -- General Ledger tab -- Defaults tab -- Account Combinations and aliases -- Understanding Unit of Measures (UOM) and conversions -- Document sequences -- Creating a user -- Set up roles -- Creating a role -- Summary -- 3. Customers and the Sales Process -- The Sales Overview -- Defining your business partners -- Proxy business partners -- Linked organization business partners -- Credit management -- Entering leads and converting to business partners -- Sales order to invoice processing -- Sales order delivery rules -- Sales order invoicing rules -- Manually generating invoices from orders -- Batch generation of invoices -- Document status and actions -- Reporting on open orders -- Finding sales order documents -- Zoom on field names -- Order info view -- Order and invoicing reports -- User list reporting with or without querying -- Return Material Authorization (RMA) -- RMA category -- Return policies -- Customer RMA (Return Material Authorizations) -- Return credit memo -- Distribution runs -- Sales processing accounting consequences -- Default accounts -- Receivables accounts -- Revenue accounting -- Cost of sales accounting -- Tax accounting -- Summary of the accounts posting -- Sales regions -- Commissions -- Summary -- 4. Product and Material Management -- The product definition -- Describing a product -- Setting up a Product -- Price Lists -- Pricing logic flow -- Setting Up a Price List and version -- Illustrating a price list increase -- Discount Breaks -- Pricing Decimal Precisions -- Managing Products as Services -- Material Management -- Warehouse Overview -- Adjusting Product Quantities -- Physical Inventory Entry -- Internal Use Inventory.

Moving Inventory -- Material Shipments to Customers -- Material Receipts from Vendors -- Internal Inventory Move -- Product Replenishment -- Product Costing and Accounting -- Typical Accounting of product warehouse transactions -- Basic Product Reports Available -- Product Info Window -- Summary -- 5. Procurement Management -- The Procurement flow -- Requisition documents -- The Purchase Order -- Capturing the Purchase Order -- Material Receipt -- Capturing the Material Receipt -- Accounts Payable (AP) invoice -- Capturing the AP invoice -- Invoices for expense items (charges) -- Matching the Purchase Order, Receipt, and Invoice -- Manually matching lines -- Vendor payments -- Batch processing -- Manual selection of invoices for payment -- Returns to vendors -- Compiere accounting for Procurement -- Procurement reports -- Summary -- 6. Compiere Financial Management -- Accounting terminology in Compiere -- Understanding the accounting entry -- Accounting setup flow -- Calendar year and period -- Account elements -- Accounting schema and information dimensions -- General Ledger (GL) document types -- Rules in processing accounting documents -- Accounting info view -- Open item management -- Payment selection-Paying vendors -- Accounts Receivable and Payable Ledger Reconciliation -- Cash management and banking reconciliation -- The Bank in transit account reconciliation -- Posting General Ledger journals (GL journals) -- Unposted documents -- Financial reporting -- Financial reporting hierarchy -- Running the financial report -- Other available financial reports -- Summary -- 7. Advanced Aspects -- The Compiere Application Dictionary (AD) -- Table and columns -- System elements -- Validation rules -- Reference -- Windows, Tabs, and Fields -- Forms -- Info windows -- Report Views -- Reports and processes -- Setting up a Compiere menu item.

Adding a new field to a window and database -- Final step in column creation-Create / Synchronize with the database -- Adding our custom field to the Order window -- Setting up a basic approval workflow -- Illustrative workflow example -- Defining a custom node in a workflow -- Testing the workflow -- Summary -- 8. Project Planning for Go-Live and Beyond -- Managing people (and the project) for success -- Finish with the people you start with -- The people you start with are not necessary the people you end-up with -- Project communication and follow up -- Project documentation control -- Technical and infrastructure go-live -- Hardware and environment for development and testing -- Hardware and environment for production -- Hosted versus on-premise installation -- Stress testing and performance tuning -- Network and security environment -- Backup-strategy -- The go-live milestone -- The technical go-Live -- The functional go-live -- A Compiere standard implementation project plan -- The Compiere pre-implementation project plan -- The implementation project plan -- The go-live milestone project plan -- Post implementation -- Finishing off the project and closure -- Change management of production environments -- Supplier Service Level Agreement (SLA) management -- Keeping up-to-date: Compiere migration -- What is migration? -- How does migration work? -- Application Dictionary (AD) changes -- Keeping AD changes after the migrate -- Planning for the migration -- Summary -- Index.