Difference between revisions of "Opentaps Users Manual"

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(→‎Using Money Management Processing Power)
(→‎Step-By-Step Configuration for Business Process Administrators (ADMINS))
 
(12 intermediate revisions by one other user not shown)
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***[[Configuring the General Ledger]]
 
***[[Configuring the General Ledger]]
 
***[[Time Periods]]
 
***[[Time Periods]]
 +
***[[Payment Methods]]
 
***[[Configuring Payroll]]
 
***[[Configuring Payroll]]
 
***[[Configuring Sales Tax]]
 
***[[Configuring Sales Tax]]
 
****[[Setting Up Taxes with Tax Authorities]]
 
****[[Setting Up Taxes with Tax Authorities]]
 
****[[Setting Up Taxes with Zip Code Mapping]]
 
****[[Setting Up Taxes with Zip Code Mapping]]
 +
****[[Value Added Taxes (VAT)]]
 
***[[Initial Values and Importing Accounting Balances]]
 
***[[Initial Values and Importing Accounting Balances]]
 
*[[Facilities Setup: Stores, Warehouses, Shipping]]
 
*[[Facilities Setup: Stores, Warehouses, Shipping]]
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***[[Processing Product Returns]]
 
***[[Processing Product Returns]]
 
***[[Credit Limits]]
 
***[[Credit Limits]]
−
***[[Disabling Shipping to Customers]]
+
***[[Disabling Shipping to Customers|Do Not Ship]]
 
**[[Working with Partners]]
 
**[[Working with Partners]]
 
**[[Sales Teams and Account Teams]]
 
**[[Sales Teams and Account Teams]]
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***[[About Profit Centers and Cost Centers]]
 
***[[About Profit Centers and Cost Centers]]
 
**[[Configuration_for_Accounting_Specialists_with_TECH_Help]]
 
**[[Configuration_for_Accounting_Specialists_with_TECH_Help]]
 +
**[[Financials Reference Manual|Reference Manual for Financials Screens]]
 
*[[Receivables Tab]]
 
*[[Receivables Tab]]
 
**[[Managing Invoices and Payments|Invoices and Payments]]
 
**[[Managing Invoices and Payments|Invoices and Payments]]
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**[[COD Statement|Accounting for COD]]
 
**[[COD Statement|Accounting for COD]]
 
**[[Cash Drawers]]
 
**[[Cash Drawers]]
 +
**[[Payments Lockbox|Using a Payments Lockbox Service]]
 
**[[Customer Returns]]
 
**[[Customer Returns]]
 +
**[[Customer Agreements]]
 +
**[[Finance Charges]]
 
**[[AR Reports]]
 
**[[AR Reports]]
 
*[[Payables Tab]]
 
*[[Payables Tab]]
 
**[[Invoices and Payments]]
 
**[[Invoices and Payments]]
−
***[[Processing Sales Invoices]]
 
 
**[[Commissions]]
 
**[[Commissions]]
 
**[[AP Reports]]
 
**[[AP Reports]]
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**[[Reconciliation]]
 
**[[Reconciliation]]
 
**[[Exchange Rates]]
 
**[[Exchange Rates]]
−
**[[Recurring Invoices]]
+
**[[Recurring Invoices Screen|Recurring Invoices]]
 
**[[Adjust Inventory Values]]
 
**[[Adjust Inventory Values]]
 
*[[Reports Tab]]
 
*[[Reports Tab]]
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**[[Standard_Accounting_Procedures]]
 
**[[Standard_Accounting_Procedures]]
 
**[[Encumbrances|Encumbrance Snapshots]]
 
**[[Encumbrances|Encumbrance Snapshots]]
 +
**[[Managing Fixed Assets]]
 
**[[Manufacturing Accounting]]
 
**[[Manufacturing Accounting]]
 
***[[Standard Costing]]
 
***[[Standard Costing]]
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**[[Opentaps Magento Integration]]
 
**[[Opentaps Magento Integration]]
  
−
==Customers and Sales==
+
==Selected Tips for End Users==
 +
===Customers and Sales===
 
*[[Handling Emails]]
 
*[[Handling Emails]]
 
*[[Managing Partners]]
 
*[[Managing Partners]]
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*[[Creating Surveys]]
 
*[[Creating Surveys]]
  
−
==Fulfilling Orders==
+
===Fulfilling Orders===
 
*[[Reserving Inventory for Orders]]
 
*[[Reserving Inventory for Orders]]
 
*[[Picklists]]
 
*[[Picklists]]
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*[[Fulfilling Orders for Services]]
 
*[[Fulfilling Orders for Services]]
  
−
==Managing Inventory==
+
===Managing Inventory===
 
*[[Lot Level Inventory Tracking]]
 
*[[Lot Level Inventory Tracking]]
 
**[[Tracing Inventory Usage]]
 
**[[Tracing Inventory Usage]]
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*[[Transfer Shipment]]
 
*[[Transfer Shipment]]
  
−
==Managing the Manufacturing Process==
+
===Managing the Manufacturing Process===
 
*[[Bill Of Material]]
 
*[[Bill Of Material]]
 
*[[Production Routings]]
 
*[[Production Routings]]
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*[[Reverse Assembly]]
 
*[[Reverse Assembly]]
  
−
==Purchasing==
+
===Purchasing===
 
*[[Setting Up Suppliers]]
 
*[[Setting Up Suppliers]]
 
*[[Automating Purchasing with Requirements]]
 
*[[Automating Purchasing with Requirements]]
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*[[Estimated Delivery Dates]]
 
*[[Estimated Delivery Dates]]
  
−
==Managing Finances and Accounting==
+
===Managing Finances and Accounting===
 
*[[Transactions and Postings]]
 
*[[Transactions and Postings]]
 
*[[Time Periods]]
 
*[[Time Periods]]
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*Appendix: [[Accounting for Engineers]]
 
*Appendix: [[Accounting for Engineers]]
  
−
==Analysis and Reporting==
+
===Analysis and Reporting===
 
*[[Using JasperReports with opentaps]]
 
*[[Using JasperReports with opentaps]]
 
** [[Tutorial_iReports | Tutorial on Using iReports]]
 
** [[Tutorial_iReports | Tutorial on Using iReports]]
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*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps]
 
*[http://www.opensourcestrategies.com/ofbiz/ofbiz-birt.pdf Using BIRT with opentaps]
  
−
==Additional Setup and Configuration==
+
===Additional Setup and Configuration===
 
*[[Configuring opentaps|Archive Version - Configuring opentaps]]
 
*[[Configuring opentaps|Archive Version - Configuring opentaps]]
 
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]]
 
*[[Getting_Started_with_Technical_Configuration_for_TECHS#Setting_up_Your_Company|Using hot-deploy to Configure Your Company]]
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*[[Using REGEX Validation Patterns]]
 
*[[Using REGEX Validation Patterns]]
  
−
==Standard Function Blocks==
+
===Standard Function Blocks===
 +
*[[Lookup widget|Using the Lookup Widget]]
 
*[[Find a Person or Organization with the Search Block]]
 
*[[Find a Person or Organization with the Search Block]]
 
*[[Calender widget|Using The Calender Widget]]
 
*[[Calender widget|Using The Calender Widget]]
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*[[Activity History]]
 
*[[Activity History]]
  
−
==Upgrading opentaps==
+
===Upgrading opentaps===
  
 
*[[Upgrading from opentaps 1.0 to opentaps 1.4]]
 
*[[Upgrading from opentaps 1.0 to opentaps 1.4]]

Latest revision as of 15:28, 2 August 2011

Introduction To opentaps ERP + CRM

Step-By-Step Configuration for Business Process Administrators (ADMINS)

Using Customer Management Processing Power

Using Fulfillment Processing Power

Using Production Management Processing Power

Using Money Management Processing Power

The opentaps Vehicle for Teamwork and Coordination

Using Catalog Manager and Setting Up Your Products

Using the Web-Site E-commerce Store(s) for Your Catalogs and Products

Selected Tips for End Users

Customers and Sales

Fulfilling Orders

Managing Inventory

Managing the Manufacturing Process

Purchasing

Managing Finances and Accounting

Analysis and Reporting

Additional Setup and Configuration

Standard Function Blocks

Upgrading opentaps

Importing Your Data

List of the Figures in the User Manual

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