Page 2QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Agenda
Functionality and Demo 15 min.
Technology/Development 10 min.
The Toolkit 5 min.
Q & A 30 min.
Page 3QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Goal: Provide an entry level, fixed scope ERP solution, with focused functional
footprint
QuickStart Toolkit: Objectives
Benefits:
A cost-effective solution with a low risk for the end customer
A well defined and supported implementation methodology ensuring partner success
Solution Approach:
Delivered as a set of artifacts (including a module of type template)
Leverage Forge capabilities
Use current OB technology stack
Page 4QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
QuickStart Toolkit: The Artifacts
Consultant's ManualPre/SalesDocumentation
InitialInterview
Form
DeploymentOptions
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Start of Implem
entation
Marketing
Pitching to a
specific customer
Go Live
Qu
ickStart T
oo
lkitT
imelin
eM
ileston
e
Proof of Concept
Page 5QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: Pre/Sales Documentation
Commercial Overview & Presentation
Lead Classification Guide
Detailed Functional Listing
Various Communication Templates
Consultant's ManualPre/Sales
Documentation
InitialInterview
FormDeployment
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Page 6QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: Consultant's Manual
1. Introduction 2. Initial Interview 1. Critical Information to Obtain 2. Requirements Template 3. Master Data Import Template 4. Deployment Model 3. Client Follow Up 4. Deployment 1. Openbravo ERP Installation 2. Openbravo Professional Subscription & Activation 3. Cloud Hosting (recommended) 4. Dedicated In-house Server 5. Backup 6. Security 7. QuickStart Template Installation 8. Session Configuration 5. Customer Setup 1. Initial Client Setup 2. Initial Organization Setup 6. Roles and Users 1. Securing Default Configuration 2. Application Users 7. Initial Configuration 1. Customer's Template 2. Customer's Module 3. Company Logo Customization 4. Initial Data Configuration 5. Initial Data Load 6. Email Configuration
8. Functional Implementation 1. Master Data Management 2. Procurement Management 3. Sales Management 4. Warehouse management 5. Financial management 9. Test Environment Creation 10. Printing Forms 1. Purchase Order 2. Sales Order 3. Quotation 4. Goods shipments 5. Sales Invoice 11. Training 1. Basic information (0,5h) 2. Procurement management (4h) 3. Sales management (2h) 4. Warehouse management (1,5h) 5. Payables/receivables management (6h) 6. Asset management (1,5h) 7. Accounting (2h) 12. Support Phase 1. Defects 2. Adjustments 3. Extensive Customizations 4. Maintenance Packs 13. Country Specific Configurations 1. Spain
Consultant's ManualPre/Sales
Documentation
InitialInterview
FormDeployment
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Page 7QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: User Manual – UI Navigation TutorialConsultant's Manual
Pre/SalesDocumentation
InitialInterview
FormDeployment
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Page 8QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: User Manual – Business Processes
# 01 Order to Cash # 01a Order to Shipment # 01b Invoice to Cash# 02 Procure to Pay# 03 Bank Statement to Bank Reconciliation# 04 Period End Close to Financial Report# 05 Customer Return to Credit# 06 Customer Return to Replacement# 07 Supplier Return to Debit# 08 Supplier Return to Replacement# 09 Collection# 10 Supplier Payment Management# 11 Wall to Wall Accuracy Physical Count# 12 Asset Acquisition to Dispose
Consultant's ManualPre/Sales
Documentation
InitialInterview
FormDeployment
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Page 9QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
QuickStart Toolkit: The Artifacts
Start of Implem
entation
Marketing
Pitching to a
specific customer
Go Live
Consultant's ManualPre/SalesDocumentation
InitialInterview
FormDeployment
QuickStartTemplate
InitialDataLoad
FuncConfig
Training
User Manual /Support
Qu
ickStart T
oo
lkitT
imelin
eM
ileston
e
Proof of Concept
Page 10QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
QuickStart Toolkit: Artifacts
QuickStartTemplate
Refined &SimplifiedScreens
PredefinedRoles for
Sales,Warehouse,
Finance & Acct,Procurement
Initial DataLoad
Module
Localization(optional)
AdditionalScreens/Reports
Page 11QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
QuickStart Toolkit: Demo
DEMO
Page 12QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Agenda
Functionality and Demo 15 min.
Technology/Development 10 min.
The Toolkit 5 min.
Q & A 30 min.
Page 13QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Technology: Module vs Template
Initial Data Load QuickStart
Same with:• Mass Invoicing• Intercompany Documents• Spanish Professional Localization Pack• etc.
For example, a template could include a module that contains a new process and at the same time assign this new process to an existing button inside an existing window, therefore, adapting the core.
Page 14QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
What does the template include and in what order does it get developed?
Technology: Packaged Openbravo Template
New modules such as the Initial Data Load
Datasets that described common data (such as Roles, Taxes, etc)
Configuration script that pre-configures the core application (such as core screens, menu arrangement, lists, etc)
1
2
3
Page 15QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Technology: Structure and use of the template
Customer's Template
Customer's Module (contains additional developments)
Configuration Script (describes additional customer customizations of the core elements)
Openbravo QuickStart Spain
Configuration Script (describes changes to the core required for QuickStart and Spanish Localization to work together in harmony)
Professional Localization Pack Spain
Openbravo QuickStart Template (Generic)
…
…
Orders Awaiting Delivery
Configuration Script (describes QuickStart's pre-configuration of the core elements)
Initial Data Load
Openbravo QuickStart Datasets
Module
Pack
Template
Hierarch
y
Page 16QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Technology: Alternative Structure with no Localization
Customer's Template
Customer's Module (contains additional developments)
Configuration Script (describes additional customer customizations of the core elements)
Openbravo QuickStart Template (Generic)
Orders Awaiting Delivery
Configuration Script (describes QuickStart's pre-configuration of the core elements)
Initial Data Load
Openbravo QuickStart Datasets
Module
Pack
Template
Hierarch
y
Page 17QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Technology: But how exactly does one develop a template?
1 Develop OR install modulesto be included
2 Create a new module of type template
4Adapt the core or other modules included in the template
3
Include existingmodules anddependencies
5 Export the module (template)
6 Export the configuration script
7 Package the module (template)
Page 18QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Technology: But how exactly does one develop a template?
Et voila! Your own first template packaged as an OBX file:
|-- com.customer.openbravo.template| `-- src-db| `-- database| |-- configScript.xml| |-- model| | |-- functions (empty)| | |-- sequences (empty)| | |-- tables (empty)| | |-- triggers (empty)| | `-- views (empty)| `-- sourcedata| |-- AD_MODULE.xml| `-- AD_MODULE_DEPENDENCY.xml|-- org.openbravo.idl-1.0.2.obx|-- org.openbravo.module.taxreportlauncher-1.0.0.obx`-- org.openbravo.reports.ordersawaitingdelivery-1.0.0.obx
Page 19QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Agenda
Functionality and Demo 15 min.
Technology/Development 10 min.
The Toolkit 5 min.
Q & A 30 min.
Page 20QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: Access to the Forge Project
Active partners can request access by sending an email with their forge username(s)
http://forge.openbravo.com/projects/obquickstart
Page 21QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
DEMO
Tools: Openbravo QuickStart Forge Project
Page 22QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
The Toolkit: Roadmap
additional productivity modules
extended application dictionary capabilities (selectors, views)
permalinks (deep linking)
usability improvements
initial data load for more entities
improvements to financials, accounting and their configuration
Page 23QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Functionality and Demo
Wrap-Up
Technology / Development
The Toolkit
Page 24QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic
Q & Ahttp://forge.openbravo.com/
http://wiki.openbravo.com/wiki/ERP/2.50/Developers_Guide
Next webinar:Wizard to add fields to windows
December 24th 4-5 PM (CET)
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