Iniziare con Adempiere
Contents
1. dal Corks 3 d second Iniziare con Adempiere 162. ADempiere User Manual Chapter 1 Getting started with ADempiere First steps and basic functions Copyright This document is Copyright 2008 by its contributors as listed in the section titled Authors You can distribute it and or modify it under the terms of either the GNU General Public License version 2 or later http www gnu org licenses gpl html or the Creative Commons Attribution License version 3 0 http creativecommons org licenses by 3 0 or later All trademarks within this guide belong to their legitimate owners Authors Bepi Esposito Vingiano Oscar Pelgrim Feedback Maintainer of this chapter Bepi Esposito Vingiano Please direct any comments or suggestions about this document to authors adempiere org Publication date and software version Published 1 June 2008 Based on Adempiere 350a Contents Contents ea I ize 6 Ge EMIT Publication date and software tarare 1 Running AE 1 RUNNIDO server with WINdOWwWS rai rr 1 Server WIEDPHBIHEDE ccm mmm 1 Running client with Windows Praia 1 RUNNING CHENE WON LIDU cerr E E EE E EEE S T 1 Eco wr n Y O 2 ica 3 OE RR TI 3 E 4 VO gt
3. Documento multi lingua e cliccare sul pulsante Salva Chiudere la finestra Azienda Client Possiamo vedere il piano dei conti andando in Contabilit e Controllo di Gestione gt Impostazioni Contabilit gt Piano dei Conti Si apre la finestra Piano dei Conti Cliccando sulla scheda Conti possiamo verificare il caricamento della struttura del piano dei conti Iniziare con Adempiere 15 Appendix Creating a Client Piano dei Conti 1 Atti Sede biserver biserver ademptere sdempiere H Fila Madri uies giramani Finson flats 056 8 salon Foti RAS ABE Fiona gt Dare Valor dall Slarmante poanie al sei Con E Aiino E Briard usua Orarizzaziara Canti EHE Copdti pa deci pai eee AAT Ceki s dbi ere E EB sala E immoailizzaziai immawiali Himi rj Lari di implants Qeercrisiene Codi di Essi di Dir di brad la char BHbe Lial di Sister J Larezarmiznui Dea mc mir Tine di Dank Ave f t rreraas I Altra rrrreobikzzaztori erm 14 Fs gH ia cossa EP BE maler t rj r Fabbriggti mar riri manini eL Fabbricati Fondo Rami bo i1 img mazehnari 17 Aaa ra ez F LLL ee eee TT 1 Rc 4 Cdl Expanders Cara oy whe odis 4
4. Select Pragram Figure Main Window Performance tab The Main Menu The Menu tab contains the application main menu The menu has a tree structure and shows the commands we can use to access all ADempiere functionalities The commands displayed inside the menu depend on the role with whom we login into Adempiere for example if we login with GardenWorld User role the System Admin sub menu isn t displayed in the tree and we cannont consequently access that functionalities We can expand the menu structure if we click on symbol present on the left side or we can expand all the menu if we select the check control Expand Tree present on the bottom of the window We can define shortcuts on the left side of the window to access the commands we use more often To add a shortcut we have to right click a menu item and choose Add to Bar in the popup menu that will be displayed To remove a shorcut we can right click on the shortcut and choose Remove from Bar Iniziare con Adempiere 4 EJ SuperUser GardenWorld HQ biserver biserver adempiere adempiere 1 File Toole Window Help wi Performance feat Menu Workflow Activities 21 workflow System Admin Menu Partner Relations Business Partner Guote to Invoice Sales Order Material Management Product B B B B B B B B B E E a a 3 System Admin Application Dictionary d Pa
5. abile Commerciale Demolser Responsabile Commerciale Demo Admin Froprito Standand Libro di Cassie sul pulsante di conferma A questo punto necessario importare il piano dei conti Chiudere il programma e rientrare come utente SuperUser e ruolo DemoAdmin Andare in Amministrazione del sistema Dati Importazione Dati e scegliere Importazione dati da file Si apre la finestra visualizzata in figura Iniziare con Adempiere 12 Appendix Creating a Client e Importazione Dati da File 5 Sede biserver biserver adempiere adempiere a mf Fila Viualizza Stumanli fiuto 1 YY Seleziona Fila da caricare windows 1252 wo Fanmafo di Imperiazione Cliccare sul pulsante Seleziona File da caricare e selezionare il file AccountingiT csv Nella listbox Formato di Importazione scegliere Accounting Accounts e cliccare infine sul pulsante di conferma Attendere fino a quando la finestra seguente 3 Importazione Dati da File SuperUser Demo Sede biserwer biserver adem File O Righe nel file caricate e pronte per essere importate 335 SAF Cliccare sul pulsante di conferma Scegliere Importazione Conto nel menu Si apre la Importazione Conto finestra Iniziare con Adempiere 13 Appendix Creating a Client impertazione Cento SupertisereDemo Sede bien biserver ademplore adenplar E
6. aword Language English i 1999 2007 Adempiere amp X Connected Figure The Login Window Connection tab 1 Running ADempiere Insert the value SuperUser into the field User ID and the value System into the field Password Choose your preferred language for the user interface in the field Language and click on the confirm command button Iniziare con Adempiere 1 Running ADempiere biserve biserver adempiere adempie Connection Defaults Role SardenwWorld Admin Client SardenwWorld Organization Warehouse HG Warehouse Date 0527 72008 E Printer 6400642 C6480 xiv Authorized Figure The Login Window Defaults tab In the tab Defaults we choose the role with whom we want login into ADempiere For now we suppose to use the demo client GardenWorld then we have the possibility to login as Administrator or as User of the client For now we suppose to login as Administrator then we chose GardenWorld Admin role In the field Client the value GardenWorld is automatically displayed We choose the organization field Organization with whom we want to work in our case HQ Headquarter The field Warehouse automatically takes the value HQ Warehouse The field Date contains the system date and this date will be used in the documents we will input using the program We can always choose to modify the default date inside the document The field Printer c
7. ea 5 WOPR EEA 5 oe ee 6 7 Be Tn 9 he ccc AAA AAA AAA AIA AAA Ae ii 10 64 IA 10 5000 RA 10 PELI 11 Iniziare con Adempiere 1 Running ADempiere 1 Running ADempiere Running server with Windows XP In order to run ADempiere server open DOS prompt and run run server2 bat command After few tens of seconds the window will display the following information 09 42 35 512 INFO Server JBoss MX Microkernel 4 0 2 build CVSTag JBoss 4 0 2 date 200505022023 Started in 2m 17s 562ms Adempiere Server Start C Adempiere jboss mpiere jJhoss server adempiere tmprdeploy tmp36 2adempiereWVebStore exp ware 069 42 23 484 INFO CTomcatDeployer deploy ctxPath posterita warlUrl file ti fidempiere Jjboss server adempiere tmprdeplov tmp36 3posterita_exp ware 609 42 24 171 INFO CWebappClassLoader validatedarFile C Adempiere jboss server adempiere tmp deploy tmp36 3posterita_exp war WEB INF lib servlet jar jar not loaded See Servlet Spec 2 3 section 7 7 2 Of fending class javax servlet Servlet class 9 47 27 265 INFO TomcatDeplouyerl deploy ctxPath 2 uehui warllel file C Adem piere jhoss seruer adempiere tmpz deplovz tmp3674wuehui exp war zl 69 42 27 703 INFO CWebappClassLoader validatedarFile C xAdempiere jhossxs
8. erver adempiere tmp deploy tmp3674webui exp war WEB INF lib JZee gjar jar not ded See Servlet Spec 2 3 section 7 7 2 Offending class JavaxesepuleteServulet Class 69 42 34 859 INFO CEARDeployer Started J2EE application File C Adempiere s jh Oss server adenpiere deploy adempiere H 42 34 968 INFO CHttpiiProtocol Starting Coyote HTTPr1 1 on http hbiserverz2F 172 168 2 125 8H8H 234 INFO CChannelSocket JE ajpi13 listening on biserver 192 168 2 125 235 258 INFO LJkMainl Jk running ID H time b7119 config null 35 296 INFO CHttpiiProtocol Starting Coyote HITP 1 1 on http_hiserwverx2F 168 2 125 4443 42 35 312 INFO Server JBoss ME Microkernel gt 4 0 2 build CUSTag JBoss_4 2 date 200505022023 gt Started in 2m 17s 562ms Figure Adempiere server running Running server with Linux TODO Running client with Windows XP In order to run the client double click on ADempiere icon on the desktop adempiere Figure the ADempiere client icon on Windows desktop Running client with Linux TODO Iniziare con Adempiere 1 Login After ADempiere splash page ADempiere Smart Suite BRP OR and SOM Loading the ADempiere Login window will be displayed Adem piere Login Connection Defaults RDernpier ce Release 3 5 0 2009 03 26 cet ERP CRI and SCIA Sener e biserverfbiserver adempiere adempiere ia User ID SuperUser Pas
9. he window the tabs that constitute the window the Order tab the Order Line tab an the Order Tax tab see figure in the next page The first tab generally defines the main information on the entity represented in our case the order The other tabs usually make reference to entities related to the main entity by relations in our case the order lines and the tax lines The relation between the order and the order lines is represented in a visual way by an indentation of the Order Lines tab The indentation of the tab means that for every sales order we can have one or more order lines Accessing the Order tab we can go thru all the sales orders using the navigation buttons on the toolbar If we stop on a sales order and access the Order Lines tab we can go thru the order lines that are part of the order on which we have stopped ourselves This concept of relation between entities represented in a window will be better understood when we ll go to use the application Iniziare con Adempiere 7 3 Basic functions Sales Order lt 50000 gt SuperUser GardenWorld HO biserver biserver adempiere adempiere File 9 li Order Order Line mer Tax Edit Tools Client Document Description Target Document Type Date Ordered Business Partner Partner Location UsenContact E Deliveny Delivery Rule Warehouse Delivery Via Freight Cost Rule E Invoicing Inwoice Rule Price Li
10. le Bedifisgo uses ghamai fieri Alju 202 Feat CRAS AiO mi pte e re Conti Eisenia nie dal Conto Imporlaziona E amreggie Perse Agra meda Elements Codes di Coala dl Cena Chiama padi aaia aye af Ag Eretta Budgai yi Bag era habbo le Hagoha impegno late dal Dec manis Carl di dajaut Cora impordiga Canti 3 d sul pulsante Importare Conti Si la finestra Importare Conti Importare Conti Importare Conti Naturali Importa conti e le loro gierarchie e aggiorna opzionalmente i conti di default L aggiornamento dei Conti Default cambia la parte dei conti naturali del conto utilizzato p e conto 01 240 diventa 01 300 Se crei una nuova combinazione d vecchio conto p e 01 240 rimane altrimenti viene sostituito Se selezioni questo tasto devi essere sicuro di non moltiplicare conti default usando un conto naturale e SALVA Il Azienda mo Elamanto De mo Conto conti di default m Creare nuora combinazione Cancellare vecchi dati importati Nella listbox Elemento scegliere Demo Conto assiscurarsi che la casella di controllo Creare nuova Attendere la conclusione dell elaborazione Sar visualizzata la finestra
11. nte Contatto Azienda DemoAdmin Utente Contatto Organizzazione Demollser Valuta Euro Citt Bari Regione Facoltatiwo a Business Parner Prodotto LI Progetto L Campagna Area di Vendita CAXAdempierekd atamportAccountinglT csw Iniziare con Adempiere 11 Riempire campi richiesti cliccare sul pulsante presente nella parte inferiore Si Appendix A Creating a Client una finestra di dialogo che permette di selezionare il file csv contenente il piano dei conti AccountinglT csv Cliccare sul pulsante di conferma e attendere Dopo alcune decine di secondi comparira la finestra che ci informa dell esito della creazione B Impostazione iniziale del client SuperllseraSystem hiserver hiserver a Setup iniziale del Client amp zienda D emo Organizzazione Fuolo Demo Admir Euolo Demo User Hirie Contatos Carmi Admin Adem Demolleer Esercizio Demo Esercizio Elemento Demo Conto Elemento del 7 scheme UNS Doro Elemento dello Schema Contabile Organiramione Elemento dello Schema ContabilesConto Elemento dello Schema Comtable Prodolio Elemento dello Schema ConiableBusmess Partner Gampagra Standard Area d Gruppo di business parinere Standard Bugness Partnere Stargdarnd Categoria del prodotto S tandard Impastamstaridar d Prodotho s Respons
12. ontains the default printer for the application Now we can click on the confirm button and access to the ADempiere main window 2 The Main Window The Adempiere main window consists of the four tabs Performance Menu Workflow Activities and Workflow Performance Tab The Performance tab contains indicators and graphs which give a quick overview of the client situation about some key values This key indicators can be set during the implementation phase see Administration and Implementation manual We can see for example that for the client GardenWorld three charts of gauge type have been defined on the left side of the window These gauges give us information on invoice revenue open invoices and service requests Iniziare con Adempiere 3 2 The Main Window On the right side two bar charts have been defined They display respectively the invoices gross revenue for every month and the open invoice amounts for every month 8 SuperUser GardenWorld HQ biserver biserver adempiere adempiere 1 File Tools Window Help ha ff Menu workflow Activities 21 n Workflow invoice Revenue 0 E Invoices Gross Revenue Open Invoice Amount Service Requests Quarter 0 02 2002 08 2002 11 2003 02 2002 08 2002 11 2003 Month Month Invoice Revenue Open Invoices edb Notice 85 is Request 0 42 MB 5856
13. orkflow tab 3 Basic functions Scrolling the ADempiere menu we can find four different types of icon besides the folder icon which groups functions in a single menu or sub menu With reference to the following figure the icon associated to the Business Partner menu item identifies a Window or a Form the icon associated to the Business Partner Detail menu item identifies a Report the icon associated to the Validate Business Partner menu item identifies a Process the icon associated to the Business Partner Setup menu item identifies a Workflow Iniziare con Adempiere 3 Basic functions Er Partner Relations Em Business Partner Rules ni Business Partner Setup Business Partner Group i ES Greeting i Payment Term i nes Invoice Schedule i Withholding 10997 i sii Punning i me Business Partner i si i Validate Business Partner i um is Business Partner Organization i ci T Partner Relation i TS Counter Document i UnLink Business Partner Org iu Revenue Recognition E C3 Web H A Semice Request i n Request i ua T Business Partner Info inn E Business Partner Detail Business Partner Open Figure Menu icons Windows Windows in ADempiere have a common aspect and are used mainly to manage database tables Windows have all a tab structure To explain window structure we ll make reference to the Sales Order window We can observe on the left side of t
14. rocesses TODO Workflows TODO 4 TODO Iniziare con Adempiere 3 Basic functions 10 Appendix Creating a Client Appendix A Creating a Client Entrare in Adempiere come SuperUser con ruolo System Admin e aprire la finestra Impostazione iniziale del client vedi figura B superliserzSystem biserverfbiserver adempiere adempiere Y File Strumenti Finestra EH Azioni 21 P Vortice E dag mini Arai ore del 2 gt del Silama FIGS Cosfiguiazione Generale PES Azienda 4 macfa o iniziale exl asenda Chiens Dizionario della applica 17 07 Fazione Entit importazioni Diganizzaziane Elemente a del Problemi del D manada della Applicarione C Relacicai gen i Pansar Ciclo Attive OTC C D arena Materia 23 a Cardsallo di 1j Management Tabella Colonna T Tab amp Campi iol del Rimen HH H T amp Brpanden Pare ky Galeziona sropimrea Sara visualizzata la finestra Impostazione iniziale del client i Im postazione iniziale del client SuperUser Syste T E File Misualizza Strumenti Finestra Aiuto Azienda Demo Organizzazione Sede Ute
15. rtner Relations Cuate to Inwnice Requizition to Invoice Open Items Material Management Project Management Performance Analysis ets ld anufacturing Management Human Resource amp P ayrall Expand Tree alb Notice 85 2 The Main Window Lookup Select Program Figure Main Window Main Menu i Request 0 42 MB 62 In the bottom right side of the window we can see the Lookup field which we can use to search a menu item in an easy way We can enter the term to find and then press the Enter key on the keyboard For example we can try to enter the term Product and press Enter We ll see that the Import Product menu item will be selected We try to press the Enter key once again and we will have the Monthly Invoice Product menu item selected Workflow Activities Tab The Workflow Activities tab TODO Workflow Tab The Workflow tab TODO Iniziare con Adempiere 2 The Main Window 8 SuperUser GardenWorld HQ biserver biserver adempiere adempiere 1 Sele File Tools Window Help io Performance Menu Workflow Activities 21 n Workflows Business Partner Greeting Group Payment Term Invoice Schedule Withholding Dunning 1099 Business Partner Setup Setup Business Partner Rules This workflow defines the Business Partners and the supporting rules 4 Notice 85 is Request 0 Business Partner Setup Figure the Main Window W
16. seguente combinazione sia selezionata e cliccare sul pulsante di conferma Iniziare con Adempiere 14 Appendix Creating a Client Importazione Conto SuperUser Demo Sede biserver biserver adempiere Importare Conti 1 Errori 263 Elemento del Conto Inserito 71 Elemento del Conto Modifica 330 Conto padre Modifica Cliccare sul pulsante di conferma e chiudere la finestra Importazione Conto Andare in Amministrazione del sistema gt Configurazione azienda e scegliere Azienda Client Si apre la finestra Azienda Client Azienda Demo Demo SuperlkercOeno Sede demplere adenaplene Ele Mudra users ghamai fieri Alais OEN 2 vc Ferz ABE azienda cliarlj a Lato dei ewe nora Clirk BENT v Bala Papii T T borme rana Aaja Ah econo 7 Sasterea richiasia Bail Fiori Auaridizariona SATE della Carella Wars Passani oari dalla Bares End Eb gii Clie di Sal dap ona eed diy Hed reb are aa 1 EHachmar s Da Salar Fila bra a Sobre gig di Fg sh Fred gara a ma d eerd Nella listbox Lingua scegliere Italian Italy selezionare la casella di controllo
17. st Sales Representative 7 Reference Project Campaign 7 Status Total Lines Document Status Navigate Update record Window Help C EZ ardenWarld lt 500002 Order Description from Business Partner Definition Standard Order T 05 12 2008 Construction Stamford T Carl Boss Awailability Warehouse Pickup Freight included Immediate Standard iS On Credit Of 429 FESS Organization Order Reference Date Promised Invoice Partner Invoice Location Invoice Contact Priority Currency Payment Term Grand Total 1 Order Reference 1234 05 12 2008 E CEMI Construction Stamford Carl Boss Medium USD Discount Printed 2 10 Net 30 Document Tune Figure A Window Sales Order Let s see the buttons on the window toolbar displayed on top of the window In order to simplify the explanation we ll begin with the first group of seven command buttons OBS x 52 Figure Window Toolbar first group of buttons ar The first image makes reference to the situation in which we are entering a new record as an example a customer As it can be seen some buttons are not enabled In the second image the situation refers to the simple displaying of records for example when we are going thru customers records Iniziare con Adempiere 8 3 Basic functions The firs
18. t button Undo changes serves to cancel modifications in a record and is enabled when we are entering a new record or modifying an existing one Clicking on it we can go back to the starting situation cancelling the modifications carried out in the fields or cancelling the insertion of a new record The second button Help displays the application s online help A new window is opened and we can navigate thru the tabs and fields of the current window The third button New Record allows us to insert a new record The fields in the window are emptied and are ready for the entering of new values The fourth button Delete Record allows us to delete the current record A dialog window is displayed which asks to us to confirm deletion ig Sales Order 80003 SuperUser GardenWorld HO biserver biserver ade x File A Do you want to delete the record Figure Confirm deletion window The fifth button Delete Selected Items allows us to delete one or more records in a single shot Clicking on it when we have accessed a sales order record for example the following dialog window is displayed Delete Selected Items 1000000 20003 102 20002 101 20001 100 20000 108 0000 Annulla Figure Delete selected items window At this point we can select one or more sales orders using the CTRL key or the Shift key and click the button OK in order to proceed to the deletion Reports TODO Iniziare con Adempiere 9 P
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