Difference between revisions of "User Guide"

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===== [[Budget Sales]] =====
 
===== [[Budget Sales]] =====

Revision as of 22:13, 18 January 2022

Introduction

Welcome to the InfiniteERP User Guide. This user oriented document has been designed with the aim of guiding you through the process of learning InfiniteERP .

InfiniteERP User Interface

If this is the first time you take a look into InfiniteERP, this is the right place to get valuable information which will help you at the time you first use InfiniteERP, as this part gives an overview of the navigation, grid and form editing, tabs, filtering and interface customization.

If InfiniteERP is not new for you, you will discover new user interface capabilities which will make your daily work activities much more efficient Openbravo 3 User Interface

Business Flows

This part lists and briefly explains a set of business flows.

There are several key business areas such as planning, procurement, inventory, sales etc., which can be present in an organization or not depending on the nature of its business. Those key business areas are related between each others, which leads us to the definition of the business flows.

To put us in context, each business flow is listed and briefly explained below:

  • Procure to Pay manages the life-cycle of a procure process from the moment the company requests or orders goods, all way through warehouse staff receives the goods and until the supplier invoice is paid.
  • Supplier Returns manages the return of goods to supliers for debit or for replacement.
  • Order to Cash manages the life-cycle of a sales process, from the moment a customer requests a quotation or orders goods, all way through warehouse staff ships the goods and until the customer pays the invoice.
  • Customer Returns manages the return of goods from customers for credit or for replacement.
  • Inventory Accuracy implies inventory tracking and goods movements between storage bins or warehouses as well as the valuation of inventory and stock counting.
  • MRP Management manages the material and production requirements of a company, by tracking several inputs such as sales forecast and current stocks levels.
  • Production Management is in charge of the managing the making of products that either consist of a few components (bill of materials), or are a result of a more complex production process.
  • Projects and Services Management addresses Company's Projects of any type.
  • Payables and Receivables Management addresses customer collections and supplier payments.
  • Bank Statement to Bank Reconciliation addresses the business process for entering and reconciling bank statements with account payable or receivable transactions and cash balances in the general ledger.
  • Period End Close to Financial Report manages daily accounting activities as well as the life-cycle of an accounting period. It also allows the business processes for the production of internal and external financial and tax reports.
  • Asset Acquisition to Dispose manages global assets life cycle from acquisition to disposition, including depreciation and other write-downs.
  • Budget Analysis is all about taking an holistic approach for managing budgets to achieve a single view of the company.

Each of above listed business flow is explained in deep within the InfiniteERP application area where it can be executed.

Common Concepts & Processes

InfiniteERP has been designed to allow an easy and intuitive way of working. This approach implies that many concepts and process are common ones, therefore are present all along InfiniteERP.

This section lists and describes InfiniteERP concepts and processes with the aim of avoiding that the same concept or process is explained more than once. Common Concepts & Processes


General Setup

General Setup is the place where to configure basic InfiniteERP settings such as the enterprise model, users and roles as well as other more advance setting such as alerts, preferences and processes.

Master Data Management

Mater Data is a central repository of data where key information such as business partners and products can be created, configured and therefore shared accross other InfiniteERP application areas.

Procurement Management

Procurement Management supports the management of the orders, goods receipts and purchase invoices as well as the analysis of purchase related data.

Warehouse Management

Warehouses and storage bins can be created and manage in this application area, as well as inventory count and inventory valuation.

Production Management

Production Management monitors the production processes and activities as well as support the analysis of production related data.

Material Requirement Planning

MRP provides the tools to plan and monitor purchase and production planning by tracking several inputs such as sales forecast and current stock levels.

Sales Management

Sales Management addresses the life-cycle of a sales process and besides provides the tools to analyze sales related information.

Project and Service Management

Project and Services Management addresses services and multiphase projects and helps on analyzing project related reports.

Financial Management

The "Financial Management" area supports daily accounting activities such as payable and receivable accounts management, assets amortization as well as the opening and closing of the accounting year.

Budget

Budget Purchase

Direktori modul java expense budget

/modules/org.infinite.expensebudget/src/org/infinite/expensebudget/event 

Define 2 java berikut ini pada document routing, tentukan pada saat document status apa proses java tersebut akan di terapkan :

File Java Deskripsi
RequisitionBudgetMatchingActionHandler.java Unrealized Budget Usage, sudah memotong budget tetapi tidak benar-benar memotong, secara akunting belum berkurang, tetapi secara budget sudah berkurang
PurchaseOrderBudgetMatchingActionHandler.java Realized Budget Usage

Budget Type yang saat ini bisa digunakan yaitu Purchase dan Sales.

Klasifikasi budget

  • Budged Opex (Operating Expenditure/Pembelanjaan Operasional) masuk kedalam budget Purchases
  • Contoh KPI target HPP 50%, masuk kedalam budget Sales, karena hanya membandingkan target dan aktual

Window Buget

Window budget.png

Budget Sales

Membandingkan antara target dan aktual

Budget Financial

File 2018-04-25 21.43.54 Training module BUDGET 844911323 menit 9

Modul standar openbravo antara Budget financial dan budget sales tidak berbeda

Improvement yang dilakukan adalah membudgetkan piutang dan ada hubungannya dengan cash flow

Human Resource Management

HR Management include Payroll and other modules related

Process How To

Define Document No for New Table

Untuk menambahkan running document no di table yang baru atau table yang belum mempunyai document no berikut ini tahapannya :

  1. Nama kolom untuk document no adalah documentno
  2. Buka menu Document sequence
  3. Pada bagian Name buat name sesuai dengan format nama kolom document no dan disambung dengan nama table contoh DocumentNo_M_Requisition

Document no for new table.png