Documentation Notation

The following notations are used throughout this documentation site:

• opentaps is divided into a series of applications with sub-sections. The applications are accessible from the main "opentaps" splash screen, and the sub-sections are available on the tabs of the applications. For example, references to

  Financials > Receivables

mean that you should click on the "AR/AP, Ledger, Financials" application on the opentaps splash screen and then click on the [Receivables] tab.

• Buttons are enclosed with [ ]. For example, if you see the following on a documentation page;

  [Create Account]

it means you should click on a button for creating account.

• ID values refer to a system generated value for a person, product, order, invoice, payment, etc. By convention, most values in opentaps have their ID values in ( ). For example, you might see:

  John Smith (10000)

This means that the person "John Smith" could be referred to with id value "10000" on screens where a customer ID or party ID is required.

• Next to many data input fields you may see the following icon which takes you to the lookup widget:
• In opentaps 1.4 and later, there is also an autocomplete lookup which is a yellow-bordered input box where you can start to enter values, and then choose from a list of eligible candidates on the screen, or use the lookup widget next to it:

• Next to date fields you may see the following icon which takes you to the calendar widget:

• All files in this documentation site are referenced from the opentaps installation directory. For example, if you have installed opentaps in

   /usr/local/opentaps/

then references to the following file

   applications/accounting/config/payment.properties

means you should be editing the following on your file system:

   /usr/local/opentaps/applications/accounting/config/payment.properties