Openbravo Functional Training 1

Course Guide
v3.0.3

© 2008-2017 Openbravo S.L.U. All rights reserved. The information in this document is confidential and may not be
disseminated or disclosed to third parties (either in digital form or on paper) without the prior written consent of
Openbravo S.L.U.

Introduction
Audience
Content
Formats
Online Elearning Format
Classroom Format
Requirements
Knowledge prerequisites
Computer Requirements
Terms & Prices
Times, Prices & Registration
Language
Notes

Introduction
The ​Functional Training 1 aims to provide a good ​understanding of how Openbravo Business Suite
version 3 is used and what functionality it supports​.
Through theory, hands-on exercises and quizzes the student will learn and simulate all core Openbravo
Business Suite business workflows​.

Note​: This course does not cover the technical knowledge required to perform a basic Openbravo Business
Suite implementation which is covered by our​ ​Technical Training​ ​courses​.

Audience
Do you need to extensively ​evaluate our product​? Be able to ​give a demo of the application? See ​what
functionality Openbravo Business Suite offers and how to use and configure it​? This is the course for
you!
Potential and current partners, consultants and developers looking to analyze the usability and capabilities
of Openbravo Business Suite will all benefit from this course.

Content
Openbravo Business Suite supports the following ​business processes​, tightly integrated to provide a
uniform and transparent application to each part of the company:
● Procure to Pay
● Requisition to receipt
● Supplier invoice to payment
● Order-To-Cash
 ● Order To Shipment
● Customer Invoice To Cash
● Financial Account to Reconciliation
● Period End Close to Financial Report
● Wall to Wall Accuracy Physical Count
● Customer Return to Credit
● Customer Return to Replacement
● Supplier Return to Debit
● Supplier Return to Replacement
● Taxes

Session Description Topics

Session 1 Introduction to the Openbravo Business Logging in; The Menu; The Dashboard;
Openbravo Business Suite application. Overall understanding Viewing Data; Creating and Editing Data;
Suite Usability how to use and navigate around the Advanced Navigation; Keyboard
application. Operation; User Settings

Session 2 An introduction to the concepts of the Configuration; Warehouse; Roles; Users;

Configuration and configuration and master data Business Partners; Product; Price List;
Master Data management that are already set up in the Financial configuration; Alerts.
Management application.

Session 3 To do business, each company needs to Requisition; Receiving Quotation;

Procure to Pay buy basic operational supplies, raw Purchase Order; Goods Receipt;
materials or other products. A process of Purchase Invoice; Analysis Tools;
obtaining them is overviewed in this Relation to Warehousing; Payment
session Management; Accounting of purchase
transactions;
Includes Exercises.

Session 4 To make money, each company sells Analyzing sales risk; Quotation; Sales
Order to Cash products or services for a certain price. A Order; Managing pending orders; Goods
detailed overview of the sales processes Shipment; Sales Invoice; Price
and pricing supported by Openbravo is Applications; Analysis Tools; Payment
given here since this is the most basic Management; Accounting of sales
module that each company will use. transactions;
Includes Exercises.

Session 5 Financial The flow of payment from procure to pay Payables and Receivables Configuration;
Account to and order to cash is explained in detail. Payment Method; Execution Process;
Reconciliation Payment Cycle; Accounting Transactions;
Financial Account; Deposit of a Payment;
Clearing a Payment
Includes Exercises.

Session 6 This session describes the management of Fiscal Calendar and Periods; Automatic
Period End Close to an accounting period life-cycle, from the and Manual Accounting Entries; Reports:
Financial Report moment the finance staff opens it to the Balance Sheet, Profit and Loss
moment they close it and finally Statement, Trial Balance, General Ledger;
permanently close it. Managing a Fiscal Year
Includes Exercises.

Session 7 Almost every company needs to store
Wall to Wall Accuracy some materials required for daily operation.
Physical Count Warehouses and Storage bins are used
and need to be set up to provide this
functionality which will be discussed here.
Warehouses and Storage Bins; Physical
Inventory; Goods Movement; Product
Valuation; Traceability; Analysis Tools;
Includes Exercises.

Session 8 This session describes the workflow of Customer return to credit, Customer
Customer Return to managing the return of goods. return to replacement, Supplier return to
 Credit/Replacement, debit, Supplier return to replacement.
Supplier Return to Includes Exercises.
Debit/Replacement

Session 9 Enhanced This session describes taxes. Tax categories and rates; Tax
Business Business configuration; Withholding tax; Tax
Flows payment
Includes Exercises.

Session 10 Localization This chapter gives information about No exercises included​.

localization in general and about Spanish
and US localization in particular.

Formats

Online Elearning Format

In comparison to the classroom format, the online version delivers the same content in a ​self-study
manner and over a longer period of time of ​4-weeks​. The online format of this training is an alternative
designed for participants with ​financial and/or resource constraints​. To make up for the classroom
interactivity, the online e-learning platform comes with the following collaboration elements:
● News blog​ where announcements concerning the course are posted
● Materials​ for each module
● Links to ​additional readings
● Discussions​ and ​Q&A​ forums monitored and answered by Openbravo Training Specialists
● Quizzes
● Exercises​ and ​assignments
● IRC live chats​ for a more interactive help and guidance
● Instructions for each participant’s ​own instance of the Openbravo Business Suite that will be used
to experience the application and perform the exercises listed

This course requires roughly ​40 hours of student self-study which he or she may invest as they see fit
across the ​4-week availability

IRC chat room​ where an Openbravo Instructor is present to resolve any questions, issues or
doubts that may arise during the course.
* This is an experimental feature where instructor’s presence in the chatroom depends on the availability.

Forum support by an Openbravo Training Specialist​ is provided during ​working hours​ in

Spain, i.e. Monday to Thursday 9AM to 6PM, CET, and Friday 9AM to 3PM, CET. We will
respond within one working day from the moment a forum post or inquiry is submitted. Please
note that we do our best to provide responses within a few hours (as well as on weekends),
though not obliged to do so.

This course is based on a ​self-study model​ with an estimated 40h student dedication
required. During the entire course length the student can choose his or her own pace to
follow and go through the chapters to complete the course. Depending on the student's effort
the course can be completed in any time between one and three weeks.

The elearning platform with all its elements such as ​study materials, On Demand virtual
instance, forums​ and ​assignments​ is available for the full length of the course, 24/7.
Classroom Format
Classroom format of the training is aimed at those in need to learn Openbravo Business Suite functionality
in the ​shortest and most efficient manner possible​. When given as such and delivered by an Openbravo
Training Specialist, the Basic Functional Training is a ​5-day course​ with the following tentative schedule:

Day 1 Day 2 Day 3 Day 4 Day 5

Using Openbravo Order to Cash Procure to Pay Supplier Return to Enhanced Business
(cont.) (cont.) Debit Flows (Tax
Order to Cash Payment)
Procure to Pay Period End Close to Supplier Return to
Financial Report Replacement Localization

Customer return to Wall to Wall Conclusion

Credit Accuracy Count

Customer return to
Replacement

Note: The schedule above is only an estimate and is subject to change depending on the number of
students and additional content that might be added by subsequent minor releases.

Within the classroom the student will receive:

● digital copy of the ​materials
● access to its own ​instance of the Openbravo Business Suite​ for the time of the course

Requirements

Knowledge prerequisites
● Experience in ERPs, business processes or enterprise software is strongly recommended​.

Computer Requirements
● A compatible web browser. Due to the fact that Openbravo 3 is a ​rich-internet-application​, the
newest browsers with optimized Javascript engines are recommended for the best user experience:
○ Firefox 4
○ Google Chrome 9
○ Internet Explorer 9
○ Safari 5

Terms & Prices

Times, Prices & Registration

Please visit ​http://www.openbravo.com/training​ to purchase seats for the online course. As soon as the
registration has been processed, the student will receive the information by email to start studying
immediately.

Language
All ​training materials​ are available in ​English​ only. ​Classroom teaches and online course support
(forums & chats) however can also be delivered in ​Spanish​.
Notes
● The course is led and followed by an ​Openbravo Training Specialist​.
● Training is based on a current version of ​Openbravo version 3​.
● Prices are quoted per student and do not include taxes.
● This course is open to all participants, regardless of affiliation with Openbravo.
This course does not cover the technical knowledge required to perform a basic Openbravo Business Suite
implementation which is covered by our ​Technical Training​ ​courses​.

For detailed ​Terms and Conditions​ of Openbravo courseware delivery, please visit the following
link:​http://university.openbravo.com/university-terms.html