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Adempiere Manual

Adempiere Manual


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Published by: Maria Yan Li on Jun 21, 2011
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C h a p t e r 2 : G e t t i n g S t a rt e d

I n t ro d u c t i o n
This chapter describes how to • Launch ADempiere • Navigate the Welcome Screen • Understand the Menu and its Functions • Use ADempiere Efficiently • Understand Workflows • Utilize Help Functions • Understand Window Functions • Set Up User Preferences • Define Common Fields

Now that ADempiere is correctly installed, it’s time to launch the application.
Figure 2.1. To launch the program, double click the ADempiere icon on the desktop.

Try this:

• Double­click the ADempiere icon on the desktop to launch the program. (See Figure 2.1.)

Chapter 2: Getting Started

• Click on the green check mark to login. . What is the SuperUser??? Is it just an ID or is it a job description? Is this how all people will log in? When and where will they have created their user ID and password info? Try this: To log in to ADempiere • Enter your User ID and Password. select that language from the drop down menu.2. Chapter 2: Getting Started Figure 2.L a u n c h i n g A D e m p e i re T h e L o g I n W i n do w s The first window to appear is the log in window. Notice the blue question mark icon in the lower left of the window. Connection and Defaults. Caution: DO NOT alter the settings in the Server field.2) IS THIS CASE SENSITIVE???? • If you wish ADempiere to operate in a language other than English.2. (See Figure 2. The Server field lists the current server being used to access ADempiere. Enter your User ID and password and click the green check mark to log in to ADempiere. This Help icon explains each of the above options. (See Figure 2.) This window has two tabs.

a client may be one company or many companies owned by a parent company. •Warehouse designates which warehouse ADempiere will access. Chapter 2: Getting Started . sales offices. The asterisk indicates all organizations will be chosen.3). but a sales manager needs access to specific. Role usually reflects your role in your company. •Organization denotes which department will be accessed within the Client field. It is important to remember to not alter the fields in this tab unless you are a system administrator. a system administrator needs access to all settings and information. •Client designates the company information accessed. All clients allowed for the chosen role will be listed. •Date and Printer designate the date and printer settings for the current session. Organization could include headquarters. For example. Several settings in this window dramatically affect the operating parameters of ADempiere: •Role designates the level you can access and alter information. Try this: Figure 2. For instance. • Click the green checkmark to accept the default settings. (See Figure 2. Click the green check mark to accept the default settings. limited information.T h e L o g I n W i n do w s L a u n c h i n g A D e m p e i re After logging in.3. etc. the Defaults tab appears.

The Dashboard is located in the Performance Tab.N a v i g a t i n g t h e W e l c o m e S c re e n ADempiere’s welcome screen is called the Dashboard. T h e D a s h bo a r d By default. The Dashboard is completely customizable and can display information best suited to your business. The Dashboard graphically displays information relative to the client chosen during login. Chapter 2: Getting Started . the Dashboard displays statistics about invoice revenue.4.” Figure 2. and total open requests.4). service requests. For more information about customizing the Dashboard. please see chapter XX. Note that this window is found in the Performance tab and can be visited at any time (Figure 2. “Customizing ADempiere. open invoices.

note pad and preference panel. Don't most people have enough computer savvy to recognize these universal kind of drop down menus? Chapter 2: Getting Started .5). Try This: I have wondered if this page is necessary. These menus contain the following shortcuts and tools.N a v i g a t i n g t h e W e l c o m e S c re e n Notice the top left of the ADempiere window has five drop­down menus (See Figure 2. • The Window menu allows you to jump quickly to specific windows and tasks. ADempiere's drop down menus and four major tabs. calculator. • The Help menu connects you with online and email support. where you can alter settings originally set during installation. • The View menu allows you to find quickly information for each of the categories listed in the drop­down menu. D r o p­ D o w n M e n u s • The File menu has options for logging out and quitting ADempiere.5. • The Tools menu includes a calendar. as well as information about the version of ADempiere currently installed. Figure 2.

6). Simply click on the corresponding tab or button to view those items. The cache stores repeatedly accessed data in order to speed up processes. The bottom right hand corner shows your cache reserve. (See Figure 2. Chapter 2: Getting Started . Try This: NEED A GOOD EXAMPLE HERE Figure 2.N a v i g a t i n g t h e W e l c o m e S c re e n The window is divided into four major tabs: Performance. Function of the Tabs Usually you will work from the Menu tab. Simply click the tab to see these items. However if workflow activities need your attention (such as approving a requisition). the number of items requiring consideration is displayed on the Workflow Activities tab. On these buttons ADempiere notifies you if an item has been submitted that needs your deliberation. The percentage notes the amount of cache in reserve and the amount currently being used. and Workflow.6. Other items which may require your focus are the Notice and Request buttons at the bottom. Menu. ADempiere notifies you when items needing your attention have been submitted. Workflow Activities.

Note that options displayed inside the Menu Tree depend upon the role chosen during login. the System Admin menu would not appear. Click plus and minus icons to expand and collapse folders in ADempiere. (See Figure 2.Th e M e n u The Menu Tree All of the windows. Figure 2. and workflows that ADempiere offers are found in the the Menu Tree. processes.7) Note the folder icon changes from closed to open. Try this: To expand and collapse folders in the Menu Tree • Click the plus (+) symbol to expand the folder and reveal its contents. if you login as a regular user.7. • Click the minus (–) symbol to collapse the folder and hide its contents. Chapter 2: Getting Started . For example.

locate the folder. window. Managing the ShortCuts Pane You can add any folder or window found in the Menu tree to the Shortcuts Pane. Click again to collapse the box. To add a shortcut to this pane • In the Menu tree. • Right click and select Remove from Bar. items in the Shortcuts Pane can be expanded and collapsed. Like the Menu tree.8). Shortcuts allow quick access to all windows. or workflow for which you'd like to make a shortcut. • Right click and select Add to Bar. • Click once to expand the box.8. processes and workflows your company regularly uses from one convenient location.Th e M e n u To the left of the screen is the Shortcuts Pane. These categories represent shortcuts to ADempiere’s most used features. Chapter 2: Getting Started Figure 2. Try this: • Hover the mouse over a shortcut title until cursor changes to a left­pointing hand. (See Figure 2. To remove a shortcut from this pane • Hover over the shortcut you wish to remove. .

Using the Expand Tree Option First is the Expand Tree option at the bottom left of the window. (See Figure 2. Figure 2. Chapter 2: Getting Started . The Expand Tree option allows you to view all of the Menu Tree categories in their expanded form.9).Th e M e n u Two additional navigation features are located near the bottom of the Menu window. The Expand Tree option allows you to view all of the Menu Tree categories in their expanded form. • Click the box again to return the tree to its collapsed position. Try this: • Click the Expand Tree box to expand all folders in the menu tree and reveal their contents.9.

10. If you hit ‘Enter’ again the search engine will keep looking for the next matching menu item. rather than having to check folders individually.10. The search engine will find the first menu item containing any portion of the word you typed.Th e M e n u The second navigational feature is a Lookup search tool. type the word “Business. Return/Enter key. U s i n g th e L o o k U p F u n c ti o n At the bottom right of the window is the Lookup box. Hit Enter again to move to the next result. Try this: • In the Lookup entry box.” Hit the Return/Enter key. Note that hitting return does not change the screen or its information. (See Figure 2. • Continue hitting Enter until the last result appears. Hit Return again to Chapter 2: Getting Started . type “Business. The first result appears in the menu tree.) • The first result appears in the menu tree. In the Lookup field. You do not need to know the exact wording of a folder or process. This search field allows you to search the Menu Tree quickly for an item. • Hit Enter once more to show the original Figure 2.” Hit the move to the next result.

A Process indicates a task that runs in the database or on the server (for example Quote Convert). A Workflow indicates a series of steps needed to be accomplished in order to achieve a goal (for example a Sales Setup). Try this: • ANY IDEAS OF WHAT THEY SHOULD TRY HERE THAT IS NOT COMPLETELY REDUNDANT WITH OTHER THINGS THEY HAVE TRIED? Figure 2. The first result appears in the menu tree.11. Chapter 2: Getting Started . Hit Return again to move to the next result.Th e M e n u Each menu item has an icon to symbolize a function that will be performed: A Window allows you to view a record or enter data (for example a Sales Order). Processes change or reset data based on your instructions. Th e M e n u I c o n s A Report indicates the generation of an on­ screen report which can then be modified and printed (for example an Order Detail).

Chapter 2: Getting Started .) Each window will contain many of the following shortcuts and tools available on the Main Menu window. a Window menu. For example. a View Figure 2. check requests. the task windows include a Go menu. a standard set of icons or buttons. and fields to enter data. and a Help menu.U s i n g A D e m p i e re E f f i c i e n t l y T h e W i n do w D r o p D o w n M e n u s ADempiere uses a window based interface to perform all its functions. (See Figure 2. each task window includes a drop down menu that includes a File menu.12. The Button Bar is located directly below the drop down menus. Learning the basic layout and navigation of these windows will help you become comfortable with the interface and use ADempiere efficiently. This window environment consists of several drop­down menus. access archived documents and reports. menu. Additionally the Go menu allows you to zoom across (IS THIS CORRECT?). a Tools menu. This menu allows you to move quickly through many different records. Additionally.12. and open another Main Menu window. Every window has a common look and feel. Learning the basic layout and navigation of these windows will help you become comfortable with the interface and use ADempiere efficiently.

Most have tooltips explaining their functions. or reverts the current record back to its last saved state. The following offers a brief explanation of each icon found on the Button Bar. they cannot be recovered. The save icon will also create the record if it doesn’t exist. The Help icon launches ADempiere’s internal help menu and offers more information about each of the fields and functions within a particular window. The Delete Selected Items icon allows you to select several records and delete them at the same time.U s i n g A D e m p i e re E f f i c i e n t l y T h e B u tto n B a r Below the row of drop­down menus is ADempiere’s Button Bar. The New Record icon creates a new record in the database. The Save icon will save all current changes to the record. The ReQuery icon refreshes the current window and updates any saved changes. The Undo Changes icon removes the last major action performed. The Delete Record icon permanently deletes the current record. This icon is particularly useful if several people are accessing the same records simultaneously. Please note that once a record is deleted. This icon remains greyed out until changes are made to the current record. Please note that once the several records are deleted. it cannot be recovered. Chapter 2: Getting Started . Note the icon remains grayed out and cannot be selected until changes are made to the current record. These buttons are standard across all of ADempiere’s windows and perform the same functions regardless of where they appear.

The Attachment icon allows you to attach files or images to the current record. month. etc. The six Arrow icons (from left to right) navigate forwards and backwards between parent and detail records. Once this icon is clicked. Once files are attached. and save searches. The Menu icon returns you to the Menu screen.U s i n g A D e m p i e re E f f i c i e n t l y T h e B u tto n B a r The Lookup Record icon offers a fast way to find several records that meet specific criteria. indicating “search all. The History icon displays the changes made to the current record in the last day. Chapter 2: Getting Started . the icon becomes greyed out. xml. Supported file types include text and spreadsheet files (including txt. By default. csv). For example.).” Note the advanced tab in the lookup window allows you to add and delete criteria. The Grid Toggle icon allows you to view records and information either in a grid (which requires vertical scrolling) or a list (which requires horizontal scrolling). previous. Does it allow you to view attachments as well? The Chat icon is used for communicating between ADempiere users and for recording quick notes. or all the changes made to the record since its creation. png). week. it changes to a square with four arrows pointing towards the corners. the search field displays a percentage sign (%). year. and various other formats (including htm. and between first. next and last records. xls. rtf. if several engineers need access to a particular record. log. attaching a CAD schematic allows them all to access those files easily. jpg. image files (including gif. html.

The Preview Record icon displays a report of the current record and allows you to preview the look of the windows and forms before printing. Chapter 2: Getting Started . txt. The Product Info icon launches a window where you can check inventories and product availability from your warehouse. you must hit the ReQuery icon at the bottom left of the window. The Archive Documents/Reports icon allows you to save a report or document for later access. To access at a later date. html. The Check Requests icon allows you to create a new request and pre­populate the fields with information from the current window. The Exit Window icon closes the current window. print or exported in a variety of formats including pdf. csv. xml. To save a report. This function may only work in certain windows. Note that clicking this icon will close the current window without saving entered information. click and hold the icon until a list of saved reports appears. click the icon once. Note that the for the new product window to populate. The Print icon sends forms to the currently configured printer. The Zoom Across icon provides an automatic reference to other windows in ADempiere that contains the same information currently being viewed.U s i n g A D e m p i e re E f f i c i e n t l y T h e B u tto n B a r The Report icon generates a report of the current window that can be easily formatted for email. etc. The Active Workflows icon opens and displays all current workflows associated with the current window or field.

pdf. the Attachment button becomes yellow. IS THIS A TOPIC THAT SHOULD BE INCLUDED IN THIS CHAPTER 2? THE COMPIERE MANUAL ALSO INCLUDED A PAGE ON EMAILING FOR HELP.U s i n g A D e m p i e re E f f i c i e n t l y Attaching documents to your records is easy with ADempiere. Other file types may be viewed by using the appropriate computer program. ADempiere also makes it easy to write notes about the attached documents. IS THAT APPROPRIATE HERE AS WELL?) Figure 2. or Open the attachment for viewing.png. The attached files are stored in a database eliminating the need to distribute them.16. . • Select the file you want to attach and select Open. You can attach as many files to a record as you wish. . you can add text in the right side panel. Chapter 2: Getting Started Attachments (I DON'T WANT TO REPEAT INFORMATION THAT IS GOING IN OTHER CHAPTERS. • Select the Load icon to findt a file. • Once all desired attachments are added.jpg file formats on the window's left. select OK to save them. From this same window you can Delete the attachment. Save the attachment to another disk. . All users granted access to the record may view the attachments. and . ADempiere will display .gif. Once the file is attached. Try This: To attach a document to a record • Select the Attachment button on the tool bar. Once you have attached a document to your record.

forms and windows used by your company. Before you run the Cache Reset. Cache Reset (DO WE WANT TO INCLUDE THIS TOPIC IN THIS CHAPTER?) However. it is important to note that you should close all ADempiere windows except for the menu. Keeping track of this kind of information speeds up the performance of ADempiere's processing. This allows ADempiere to gather and display this new information rather than the previously saved Try This: • Click on Cache Reset. You do not need to close any other computer programs which you may have running. Figure 2. The cache stores information about the reports. This process can easily be found in the Shortcuts Pane under System Administrator. ADempiere will soon notify you that the cache has been reset.16. Chapter 2: Getting Started . • Click on Start and the process will begin. the cache will need to be reset. when you need to change reports or screens.U s i n g A D e m p i e re E f f i c i e n t l y One process you might need to use periodically is Cache Reset. • Close the dialogue box by clicking the green checkmark.

(WHO DEFINES THE TABS???) (IS THIS A TOPIC TO BE INCLUDED IN THIS CHAPTER???) Chapter 2: Getting Started . These tabs are arranged in a hiearchy indent.U s i n g A D e m p i e re E f f i c i e n t l y Understanding Window Tabs Probably the easiest way for you to navigate through most of the database's information is through the tabs on the left hand side of all windows. The layout works from the top to the bottom and corresponds to the number of tabs defined.

(THIS IS AN IDEA DISCUSSED BY REDHUAN'S MANUAL IN THE SECTION ABOUT GETTING STARTED. If there are a number of records in this table. If there is an error during processing. IS THIS SOMETHING TO BE INCLUDED IN THIS CHAPTER. let’s say 10. Chapter 2: Getting Started . If the process is complete. This status message reflects what is happening in the application. ARE THESE COMMANDS THAT ONLY APPEAR UNDER SPECIFIC INSTANCES OR ARE THEY UNIVERSAL COMMANDS AND SHOULD BE DISCUSSED IN THIS CHAPTER?) At the bottom right of the window you can see markings such as *1/which means that it is a new record and not yet saved.an error status message appears.U s i n g A D e m p i e re E f f i c i e n t l y Navigate or Update Record The status message “Navigate or Update Record” is located at the bottom left of the panel. a succesful status message is displayed. and you are at the 3rd record it will show 3/10.

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