ManPageF RequestSetup

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Workflow: Request Setup

Description : Set up the client to process requests

Help :

Nodes

Name Description Help Technical Data
Project Reporting Maintain Project Reporting Cycles The Project Cycle Window defines the steps associated with a specific Project.

You may want to define several Project cycles to differentiate the different types of projects. Project cycles may use all or a subset of the used Project Status (e.g. Your opportunity project cycle may include the steps from prospect to contract - the service cycle may include steps from installation to customer acceptance.

Project Reporting

Language Maintain Languages The Language Window allows you to define multiple parallel language for users. This allows users to access the same data but have the windows, tabs and fields appear in different languages.

If a language is a System Language, you can change the User Interface to this language (after translation). Otherwise the language is only used for printing documents.

For the language code, we suggest using the Java convention of country and language (e.g. fr_CN - Canadian French).

Verify the translation creates missing translation records. Start this process after creating a new language.

Language

Project Type Maintain Project Type and Phase Maintain Project Types and their Phases with standard performance information Project Type

Client Maintain Clients/Tenants The Client is the highest level of an independent business entity. Each Client will have one or more Organizations reporting to it. Each Client defines the accounting parameters (Accounting Schema, Tree definition, Non Monetary UOM's). To create new Clients, run the Initial Client Setup with the System Administrator Role.

Do not create a new client in this window, but use "Initial Client Setup" to set up the required security and access rules. If you create a new client here, you will not be able to view it and also the required client infrastructure would not have been set up.

Client

Role Maintain User Responsibilities The Role Window allows you to define the different roles that users of this system will have. Roles control access to windows, tasks, reports, etc. For a client an Administrator and User role are predefined. You may add additional roles to control access for specific functionality or data.

You can add users to the role. Note that access information is cached and requires re-login or reset of cache.

Role

User Maintain Users of the system The User Window allows you to maintain User of the system. Users can log into the system and have access to functionality via one or more roles. A user can also be a business partner contact. User

Organization Maintain Organizations The Organization Window allows you to define and maintain Organizational entities. An Organization is often a legal entity or sub-unit for which documents and transactions are processed Organization

Project Maintain Projects The Project Window is used to define the projects which will can be tracked by phases and tasks. Project

Project Status Summary Project Status of Project Cycle Project (Lines/Issues)

Accounting Schema Project as Account Segment To enable accounting reporting of projects, create and enable a project segment in the account elements. Accounting Schema

System Elements Translate System Elements System Elements are used to centrally define field labels, description and help. When translating an Element, the appropriate information of Fields in Windows, Parameters and Reports are translated (overwritten) Element

Messages Translate Messages Translate the messages used in Windows, Forms and Processes Message

Reference Translate References References are used as prefedined selection lists. You only need to translate the List Elements !! Reference

Window & Tab Translate Windows and Tabs Translate the Name, Description and Help for Windows and Tabs. Most of the Fields are already translated, if they are centrally maintained. Window, Tab & Field

Form Translate Forms Forms are special Windows and you need to translate its name, description and Help. Form

Report & Process Translate Reports and Processes Translate the Name, Description and Help for Processes and Reports. You don't need to translate the Parameters, if they are centrally maintained. Report & Process

Calendar Year and Period Maintain Calendars Years Periods The Calendar Year and Periods defines the calendars that will be used for period control and reporting. You can also define non-standard calendars (e.g. business year from July to June). Calendar Year and Period

Account Element Maintain Account Elements The Account Element Window is used to define and maintain the Accounting Element and User Defined Elements.

One of the account segments is your natural account segment (Chart of Account). You may add a new account element for parallel reporting or for user defined accounting segments.

Account Element

Accounting Schema Maintain Accounting Schema - For changes to become effective you must re-login The Accounting Schema Window defines an accounting method and the elements that will comprise an account structure. Create and activate elements for detailed accounting for Business Partners, Products, Locations, etc.

Review and change the GL and Default accounts. The actual accounts used in transactions depend on the executing organization; Most of the information is derived from the context.

Accounting Schema

GL Category Maintain General Ledger Categories The GL Category Window allows you to define categories to be used in journals. These categories provide a method of optionally grouping and reporting on journals. GL Category

Document Type Maintain Document Types The Document Type Window defines any document to be used in the system. Each document type provides the basis for processing of each document and controls the printed name and document sequence used. Document Type

Document Sequence Maintain System and Document Sequences The Sequence Window defines how document numbers will be sequenced.

Change the way document numbers are generated. You may add a prefix or a suffix or change the current number.

Document Sequence

Business Partner Group Maintain Business Partner Groups The Business Partner Group window allows you to define the accounting parameters at a group level. If you define the accounting parameters for a group any Business Partner entered using this group will have these accounting parameters automatically populated. You can then make any modifications necessary at the Business Partner level. Business Partner Group

Greeting Maintain Greetings The Greeting Window defines a greeting that is then associated with a Business Partner or Business Partner Contact. Greeting

Payment Term Maintain Payment Terms The Payment Terms Window defines the different payment terms that you offer your customers and that are offered to you by your vendors. Each invoice must contain a Payment Term. On the standard invoice, the Name and the Document Note of the Payment Term is printed. Payment Term

Invoice Schedule Maintain Invoicing Schedule The Invoice Schedule Window defines the frequency and cut off dates for generating summary invoices. If a customer requires a single invoice for multiple shipments you would define the appropriate invoice schedule and associate it with the Customer. Invoice Schedule

Withholding (1099) Maintain Withholding Certificates The Withholding Window defines the rule used for calculating withholding amounts. Withholding (1099)

Dunning Maintain Dunning Levels The Dunning Window defines the parameters that will be used when generating Dunning Letters. Each customer can be associated with a Dunning Code. Dunning

Revenue Recognition Revenue Recognition Rules The Revenue Recognition Window defines the intervals at which revenue will be recognized. Alternatively, the revenue recognition may be linked to service levels provided. Revenue Recognition

Import Business Partner Import Business Partner The Import Business Partner Window is an interim table which is used when importing external data into the system. Selecting the 'Process' button will either add or modify the appropriate records. Import Business Partner

Business Partner Maintain Business Partners The Business Partner window allows you do define any party with whom you transact. This includes customers, vendors and employees. Prior to entering or importing products, you must define your vendors. Prior to generating Orders you must define your customers. This window holds all information about your business partner and the values entered will be used to generate all document transactions Business Partner

User Define Sales Representative as User Users can log into the system and have access to functionality via one or more roles. Select the Business Partner you just set up. This enables the user to be treated as sales rep in the system. User

Business Partner Set up Sales Representative as Business Partner Set up the sales representative as Employee and Sales Representative in the Employee tab. Also set up the Vendor part, if you want to create payments. Business Partner

Sales Region Maintain Sales Regions The Sales Region Window defines the different regions where you do business. You can generate reports based on Sales Regions Sales Region

Commission Maintain Commissions and Royalties Define how and when you want the commissions to be calculated and to whom to pay it.

The Commissions Window allows you define how commissions and royalties will be paid. You can pay multiple commissions for the same order or invoice (e.g. to the person entering the transaction, to the person responsible for sale of the product (category) and or business partner (group).

Commission

Marketing Channel Maintain Marketing Channels The Marketing Channel Window defines the different channels used in Marketing Campaigns Marketing Channel

Marketing Campaign Maintain Marketing Campaigns The Marketing Campaign Window defines the start and end date for a campaign. It also gives a running balance of the invoice amounts which referred to this campaign. Marketing Campaign

Workflow Translate Workflows Translate Name, Description and Help of Workflows and their Nodes. You only need to translate the List Elements !! Workflow

Performance Color Schema Maintain Performance Color Schema Visual representation of performance by color. The Schema has often three levels (e.g. red-yellow-green). Adempiere support two levels (e.g. red-green) or four levels (e.g. gray-bronce-silver-gold). Note that Measures without a goal are represented white. The percentages could be beween 0 and unlimited (i.e. above 100%). Performance Color Schema

Performance Measure Calculation Define how you calculate your performance measures The Performance Measure Calculation defines how performance measures will be calculated.

The sql needs to return a single value. Please check examples.
The date trestriction is defined in the Goal. Any restrictions for Organizations, Business Partners, Products, etc. are as Performance Goal Restrictions.

Performance Measure Calculation

Performance Measure Define your Performance Measures The Performance Measure Window allows you to define the rules and restrictions for performance measurement. You can, for example, restrict performance measurement to sales for a certain product category for a defined time frame. Performance Measure

Performance Goal Define Performance Goals The Performance Goal Window allows you to define performance goals or all, a role or a user Performance Goal

Check Client Setup Check Client setup for Requests You need to have a mail server and an email address from which the requets an notifications are sent. Optionally, if you define a mail user and password, requests are read from the mail users's folder and imported into the system. Client

Check Users Check users for Request processing Please ensure that users have a email address and supervisor assigned. User

Check Business Partners Check Business Partners for Request processing You can send EMails to businbess partners. Make sure, that the business partners and/or the Contacts have email addresses. Business Partner

Request Processor Define Request Processors The Request Processor Window allows you to define different processes that you want to occur and the frequency and timing of these processes A Request Processor can be just for a specific Request Type or for all. Request Processor

Request Type Maintain Request Types Request Types are used for processing and categorizing requests. Options are Account Inquiry, Warranty Issue, etc. Request Type

Warehouse & Locators Maintain Warehouses and Locators The Warehouse and Locators Window defines each Warehouse, any Locators for that Warehouse and the Accounting parameters to be used for inventory in that Warehouse. Warehouse & Locators

Unit of Measure Maintain Unit of Measure The Unit of Measure Window is used to define non monetary units of measure. It also defines if conversion between units of measure are allowed and how they are to be performed. The system provides some automatic conversions between units of measures (e.g. minute, hour, day, working day, etc.) if they are not explicitly defined here.

Conversions need to be direct (i.e. if you have only a conversion between A-B and B-C, the system cannot convert A-C, you need to define it explicitly).

Unit of Measure

Product Category Maintain Product Categories The Product Category allows you to define different groups of products. These groups can be used in generating Price Lists, defining margins and for easily assigning different accounting parameters for products. Product Category

Product Maintain Products The Product Window defines all products used by an organization. These products include those sold to customers, used in the manufacture of products sold to customers and products purchased by an organization. Product

Price List Schema Maintain Price List Schema Price List schema defines calculation rules for price lists Price List Schema

Price List Maintain Product Price Lists The Price List Window allows you to generate product price lists for your Business Partners. Price lists determine currency and tax treatment. Price list versions allow to maintain parallel lists for different date ranges. The most current pricelist version is used based on the document date.


All pricelists have three prices: List, Standard and Limit
First step is to create a base price list. You can manually add products and enter the prices or create them automatically. The base price list is often the purchase price list with list price ('official' retail price), the standard price (your purchase price). The limit price can be used to check your final purchase costs after discounts, rebates, etc.
Pricelists can be calculated and copied. To speed up the calculation, the parameters are stored an used when creating a new price list version.

Price List

Business Partner Maintain Business Partners The Business Partner window allows you do define any party with whom you transact. This includes customers, vendors and employees. Prior to entering or importing products, you must define your vendors. Prior to generating Orders you must define your customers. This window holds all information about your business partner and the values entered will be used to generate all document transactions Business Partner

Tax Category Maintain Tax Categories The Tax Category Window is used to enter and maintain Tax Categories. Each product is associated with a tax category which facilitates reacting changing tax rates. Tax Category

Product Maintain Products The Product Window defines all products used by an organization. These products include those sold to customers, used in the manufacture of products sold to customers and products purchased by an organization. Product

Charge Maintain Charges The Charges Window defines the different charges that may be incurred. These can include Bank Charges, Vendor Charges and Handling Charges. Charge

Tax Rate Maintain Taxes and their Rates The Tax Rate Window defines the different taxes used for each tax category. For example, Sales Tax must be defined for each State in which it applies. Tax Rate

Accounting Schema Maintain Accounting Schema - For changes to become effective you must re-login The Accounting Schema Window defines an accounting method and the elements that will comprise an account structure. Create and activate elements for detailed accounting for Business Partners, Products, Locations, etc.

Review and change the GL and Default accounts. The actual accounts used in transactions depend on the executing organization; Most of the information is derived from the context.

Accounting Schema

Tax Category Maintain Tax Categories The Tax Category Window is used to enter and maintain Tax Categories. Each product is associated with a tax category which facilitates reacting changing tax rates. Tax Category

Import File Loader Load flat Files into import tables The Import File Loader parses the content of a flat file and loads it into import tables. Comments start with a '[' and end with a ']' and are ignored; example: [Some Heading]. Import File Loader

Import Account Import Natural Account Values The Import Natural Account Window is an interim table which is used when importing external data into the system. Selecting the 'Process' button will either add or modify the appropriate records. Import Account

Calendar Year and Period Maintain Calendars Years Periods The Calendar Year and Periods defines the calendars that will be used for period control and reporting. You can also define non-standard calendars (e.g. business year from July to June). Calendar Year and Period

Request (all) View and work on all requests This Request window is used to view all available requests Request (all)

Discount Schema Maintain Trade Discount Schema Trade discount schema calculates the trade discount percentage Discount Schema

Request Status Maintain Request Status Status if the request (open, closed, investigating, ..) Request Status

Request Standard Response Maintain Request Standard Response Text blocks to be copied into request response text Request Standard Response

Request Resolution Maintain Request Resolutions Resolution status (e.g. Fixed, Rejected, ..) Request Resolution

Request Group Maintain Request Group Group of requests (e.g. version numbers, responsibility, ...) Request Group

Request Category Maintain Request Category Category or Topic of the Request Request Category

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