Akash Mall (Manager-Enterprise Solutions Architect)

Money Management Processes In Opentaps System

In Any ERP  and CRM system, an  Financials module includes called as  accounting system, and also the functionality of analysis and reports ,bookkeeping associated with business "financials".

But, The finance module in opentaps comes with a big difference, it is already fully integrated with every process of business operations you have chosen to use in the opentaps system.

The value of this for small business owners is very important. Instead of worrying about the mechanics of preparing financial reports, accounting routines and accounting tasks, you can focus on the really important things like:

1). Drive the business where you want it to go.

2). Keep focus on sales Productivity and marketing Programs.

3). Improve production activities

4).Dealing effectively with the dynamics of your market and competition,

5). Planning the resources and money you will need for your business trip

Basics of Accounting

In this image, we can see some basic accounting elements that are visible at the "Tab" level in the accounting system of opentaps:

i) Ledger and Chart of Accounts

ii) Accounts payable

iii) Accounts receivable

iv) Payroll

Some traditional accounting functions are distributed in the integrated system, in areas that actually drive data capture, and the accounting functionality is automated as follows:

i)  Order- It include CRM/SFA or sales order and Purchasing order in Purchasing Module.

ii ) Inventory control - It included in MRP of items, Purchasing, and Warehouse Management.

iii) Cost accounting - It integrated with several cost capturing areas.

iv) Fixed assets accounting - It called Asset Maintenance, refer to Managing Fixed Assets.

Additional, Financials Module Tabs are also provided:

i) Partners Tab - for helps in Sales Partners with Agreements and Invoices,

ii) Reports Tab - for generating Financial and Accounting Reports.

Accounting Tags Feature

Accounting tags are provided in the opentaps system for use with multiple transactions to associate them with an operating unit or analysis category for which you want to generate specific financial reports.

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Shipping The Sales Order In Opentaps

Shipping the sales order is the Last step in any CRM system, As after adding an Product in system, create order with that Product, and Packing that Order, it comes here to ship the sales Order through the system.

scheduling shipments and closing the order are in either manual process, or the automated scheduling interface of certain major shipping companies which can be set up for use with opentaps.

This include two types of the Shipping services in opentaps:

1). Fulfilling Drop-Shipped Orders

If a Product is defined in drop-ship product and a valid supplier exists for the same product in the currency of product store provided to the that Product, then the purchase Orders will be automatically generated from the sales order by following the process:

1). A customer adds a drop-ship item in shopping cart or an employee adds the same in the CRMSFA application.

2). Item must be included setup Details.

3). At the time of the checkout shopping cart, the system divides the order into several ship Groups one per person. Items are assigned to different ship groups by supplier.

4). When a customer or staff to complete the sales order, the system detect whether there is a shopping / drag-and-drop the order of groups and create a purchase order for each / set shipping supplier wagon.

5). Items associated with the purchase order items to the original sales order. This can be seen in CRMSFA display sales order. Purchase orders can be seen in the application of procurement. Purchase items are created using the resource price order.

6). After a purchase order is approved a link appear for ship group of the purchase order.

7). On clicking the link, it will complete all the purchase order and linked Sales order for that ship group.

8). The completion of the purchase order will generate an invoice from the supplier to the company. The completion of the sales order will generate an invoice from the company to the customer.

2). Fulfilling Orders for Services

Orders for services or other non-physical products do not have inventory reserved against them and that he does not have to be packed to the bill. Or this can be done in given way:-

1). Approved an order.

2). Use “mark as performed Screen” to marked the service as performed.

3). then, use Invoice Performed Order Items to create a new sales invoice for these items.

Every time you use this link, the sale will generate a new invoice for the items that have recently been determined to perform, and then will be marked on the items as completed. If your system is set products Store "autoApproveInvoice" science "yes", then your sales bill will be automatically set to ready and posted to the ledger, and it will not be adjustable. Therefore, if you want to modify the bills, this flag is set to "No."

Then, you can periodically use the link [Invoice Performed Order Items] to create sales invoices.

Imagine a very large company, which sell very popular products. For a given day, the same product can be hundreds or thousands of times passed to different customers. If every order, warehouse staff went to the shelf to find the product, it may be the same staff made hundreds of similar round-trip to bring the same project. This is certainly not very effective.

The selection of menus is assembled by assembling the order from multiple commands so that an employee can retrieve multiple items of the same item in a single itinerary. The items placed in the box are shipped to the packaging area to solve this problem.

The checklist is a list of reports that show the elements that are "picked up" from the warehouse or returned from the warehouse and put them in the number box (respectively). And rearranging the items according to the location in the storage item so that "Baker" is able to select the same sequence of items through the repository and the retrieval menu. The idea is to select the terms of the system order funds transfer, and then pack them, and then arrange the shipment.

How it Work in Opentaps System?

Picking the Orders for Packing begins with finding the orders which are ready to ship according to the opentaps system. The sales order which are ready to pack are defined as follows:

• Orders that are approved by the user,

• Which has at least one item in stock if items can be shipped separately, or

• Those have all the items are in stock if the materials that will be shipped together.

To create picklist before packing, there are two ways:-

i).  Create Picklist

Through this method, we can generate  new Picklists for orders ready to ship. In order to facilitate the shipping of a particular type of packaging orders, which lists a number of types of shipment orders ready.

* From “Create Picklist” screen, on clicking create Picklist Button or create and print Button it create picklist. In a single line of Create-picklist, it can have more than one Order in the same line of same shipment method.

* User can check list of the orders, by clicking any “Shipment Method” that are list of orders included in that shipment method of that Group.

* We can create only one picklist at a time by editing “Pick First” textbox Value with 1.

* Now click on the Create Picklist Button, this will create an picklist of the order. Now, we have to pick the products first then after picking the products, we can change it’s status to Picked.

* After creating, this will send to the picklist Details Page.

ii). Open Picklist

The screen shows it as an open list of processing options (list of options), ID checking, date of inspection, number of applications in the list, current status of the list, and shipping order in this list.

• When we click on any Picklist Id, the Picklist Detail will open.

• After creating the picklist this will redirect to the picklist Details Page, where it’s status would be input. When the user picked all the Products then user can change their status i.e Assigned, printed, picked, completed and cancel accordingly as per picking session execute.

• After finishing the above steps, to pick an order Products. The Picklist is ready to pack,So the picklist is now available in “Picklist To be Packed” screen. From here User can pack the picklist, on clicking to Pack Order, the picklist order is moved in pack order Screen where packing of the Order Begin.

Packing an Order is an most Important Step  in any CRM System, As before Packing an Sales Order in Opentaps there is lots of things that happen at back of the system.

You can view My last blog “Creating The Order in Opentaps System”, where all the steps to creating an Order is given in clear way. So, you can create the order now and this created order is now available in  the warehouse Module of the opentaps.

Here are three points in opentaps shipping screens where packing can be initiated:

i) Ready to Ship Screen

* From the "Ready to Ship" Page, choose the order which you want to pack. Click on the “Pack Order” button in the same line.

* This will redirect you to the pack Order screen.

ii) Create Picklist Screen

Second way to pack an order is “Create Picklist”, this is used to pick the ordered Products in the bins before Packing an order.

* From “Create Picklist” screen, Choose create Picklist Button to create an picklist in the warehouse. This create Picklist include one or more than one Orders as they are sorted according to their shipping Types.

* we can check, by clicking any “Shipment Method” that how many orders are included in that shipment method Group.

* We can create only one picklist by replacing “Pick First” textbox Value with 1.

* Now on clicking the Create Picklist Button, this will create an picklist of the order. It means it pick the Products from the warehouse first, after that this will ready for the packing in the warehouse.

* After creating the picklist this will redirect to the picklist Details Page, where it’s status would be input. When the user picked all the Products then you can change their status accordingly i.e Assigned, printed, picked, completed and cancel.

* After completion of the above steps, Picklist are present in the “Picklist to be shipped” sub-tab of the shipping. From here, User can pack any Order, this will redirect to the Pack Order Screen.

iii) Pack Order Screen

This is the third way, if user have the OrderId then, by Pack Order screen, he can pack any sales order directly.

Now Pack the Order by following Steps:

* Enter the OrderID Manually, shipGroupSed Ids is given by system, but you can change the shipGroupSed.

*Now Click on Pack order Screen to start Packing the Order.

* In the "Items to be Packed" area, enter the quantity (Qty to Pack) and select the package
 number from the "Package" drop down box, if the order is being packed in more than one package.

* Click on  “Pack” to pack the order when each line quantity and package is filled in.

After user have entered the items to be packed, you have option to enter Weight, Boxtypes and Tracking codes etc. After clicking on the complete button of the Pack Order Screen. This will gives you:

• Packing Slip

• Bar Code

• Invoice # 10010 (PDF)

Before Creating an Order in Opentaps, these steps should followed in sequence:-

1). Firstly, Ordered Items should be the part of the System, it means, we have to add the Product (item) in Catalog Module of the opentaps and set their features like weight, size, cost etc. there are hundreds of features for a single Product.

2). Secondly, When the Product is added in the System then we have to receive these Products in our Inventory. So, that any Customer can Order the sales Order for that Product. So, to receive an product there is separate Module in Opentaps named as “facility“. In this Module, we can receive any amount of the Product in any Facility/(warehouse) or any picklist Bin. Now, when Product is Picked in warehouse then we have to create an order for an customer.

3). Thirdly, if user want to create an sales order for any new customer then he have to add a customer through CRM module, after adding that customer,  he can generate any sales order for that customer.

4). Now, User can create sales Order using the desired customer name, here you will get the different options to create an Order i.e:-

i) Order Settings Box

ii) Order Summary Box

iii) Create Order Box

iv) Order Items

v) Finalize Order

vi) Review Order Screen

vii) Create Order

In order Setting Box, Configured product store for the Order cannot be changed after Products has been added to the Order. Set the Order Name and Customer for the creating Order.

In order Summary Box, running summary with information for each line item you have included and the total adjustment made for any promotions that are included automatically.

Order Items, gives you the list of the Catalog Products that you added in this cart to create the sales order.

Now, Finalize Screen will have two Section:

i) Select Shipping Addresses and Methods : From drop-down, select the correct Shipping Address for the Customer.

ii) Select Payment Method: select correct Payment Method.

After the selecting the payment method and shipping address, click on the review Order screen to review the order. Where all the ordered Items, and Information regarding this order are shown.

5) After completing all these steps, user will able to create sales order in Opentaps. And If this order has correct Shipping address and shipping method then this order can be available to pack in Warehouse Module of the opentaps.

Here, Order is created with an OrderId. And This order is ready to Pack in warehouse Module.

This blog documents help to understand that how opentaps build its code in  one-click using Apache Ant.

Now, we already know of ANT Build System, it's time to put this knowledge into action. We will see how Opentaps build its project. The purpose of this Blog is to understand the working of the ANT with Opentaps.

Opentaps itself consist of the different modules which act like an independent project, Every modules in the Opentaps have their own Build.xml file. Which compile the that module in the Opentaps System. The default target is the one that is executed when you double-click (or right-click and Run As) on the OFBiz Main Build entry. This default build target reads and executes each component's build.xml file.

It is quite Simple, the full build process for component or module is:

• Firstly, delete the build folder from the each component of the opentaps, it contains the compiled java code.

• Re-compile the Java code if any change is made from the last one.

• Re-create the Jar files.

• And, Place these jar files in the new Build folder.

Opentaps Building Architecture

ANT targets the  main script that performs the build process, the main functionality of the .bsh files is that, we do not need to re-compile the code if made any changes in existing file. It will reflect their changes at the same time, it uses the same as java code for scripting. It created database automatically, including all necessary database constraints and indices. It provide an important piece of “seed data” that it loaded into the database is information to the Admin that they will need to login to the Ofbiz Components. And all the Seed data that automatically loaded through ANT is available in the opentaps.

    If we want to start the opentaps without this seed data, the you have to create an Admin username for the first time by hitting the below command:

./ant create-admin-user-login

This command will create an admin user with the password “ofbiz”.

Entity Engine In opentaps Building System:

Entity Engine is Defined in Service.xml. It can be accessed via Generic Dispatcher, Built-in Transactions. And it handle Exception Handling using Map fields.

Entity Engine interact with Screen Widgets, these screen widgets will communicate with the Controller, and this uses Service engine with the services. Services is maximize code reuse. It Linked together in SECA or XPDL workflow, Directly plugs into controller: no parsing needed.

Entity Engine is acting in main role in building and interacting within system. As it interact with controller, Script, Xml files to build the Opentaps.

This blog is an overview that how an opentaps system build with ANT building System. Hope it will help you to understand the basic building architecture of opentaps System.

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This Blog Document will help anyone to setting-up a new organization in Opentaps ERP and CRM System.  Any User or Administrator can start configure new Organization of Financials with defining YOUR ORGANIZATION as follows.

    User can create YOUR ORGANIZATION as a Party Group in the Party Manager Tab and then associate a Role of “Internal Organization” (INTERNAL_ORGANIZATION) with this Organization.

# From the Main Navigation screen: Party Admin:Parties and Users > [Create New] > Create New Party Group
 

# Fill the form with your Organization name and other optional information and thenClick: [Save]
 

# Click on: Roles tab of the PartyId=”yourComapny”, and select "Internal Organization" in the drop down box.

#Click on Add Button.
 

The Accounting Preferences page will opens automatically if the organization is newly created, otherwise you can go to this page by following the steps below:

# From the Main Navigation screen of Opentaps > Party Admin Icon, this will navigate "Find Parties" screen.
 

# Enter the Party ID that you are configuring for YOUR ORGANIZATION> Click on: “Find” button.
 

# In the "Search Results" box >Click on: the "Party ID"  of your organization> this will open the Profile page of your selected Organization.
 

# On the Profile page for the Selected Organization> Click on: Financial Accounts Tab present on the top Panel, this will navigate to the Accounting Manager Application Screen.
 

# Mouse over the Accounting Manager Application in Menu bar to drop down box> and from the drop down box>Click on Organization GL Settings option in List.
 

# Organization GL Settings will show the list of the Available Internal Organizations, are the listing all of the organizations currently defined within the Party ID User or Administrator selected.

# Find the organization name you want to edit in the "COMPANIES" column,> Click on: Setup button.
 

#  Now  Accounting Preferences page will opens where User or Administrator can edit the available entries, Click on: Update when finished, to record the changes.

For a newly created organization, User or Administrator can configure the following accounting preferences for their organization: (Make sure user choose the right option. This cannot be changed by the Users.)

# Configure any other preferenced, then Click on: Update to Save.

Ledger Configuration

Click on: Financials > Configure tab, this page will display shortcut buttons and the Chart of Accounts listing for Your Created Company.

• Chart Of Accounts

This page shows chart of accounts, User can edit or update each one of them, add sub-accounts, or deactivate that account which are not in used.

Add New Account: This will create a new account and associate the created account with the current Organisation, Account code will be used as glAccountId.

If user will click on Add Sub Account then it will create account with original account as a parent account and its fields are automatically shown in this.

Edit is used to update the account information, and keep this thing remember that edit here will change this GL account for all the units of your company that are using it.

Deactivate: If any user deactivate the GL Account then it will first check that, account is not associated with any payment method, invoice type, payment type etc. After the deactivation user can’t activate it later.

• Configure Ledger

When the System shows ledger entries, it will automatically map business transactions like invoice to a particular set of pre-configured GL account via account type configured for your organization.

    User can edit this pre-configuration for your company using Financials > Configure Ledger screen.

• Payment Methods

User can assign payment methods for their own organization through corresponding GL accounts, that they had set up in their party manager.

    Click  on Parties & Users > Party> Payment Method Information box, from here an user can create payment methods  (i.e. Create New Credit Card etc). Once the setup of payment methods completed, it available in the ledger configuration screen.

• Time Periods

To configure the your organization Accounting Time Period user have to define fiscal years. If, however, you need to configure fiscal months and quarters, make sure that user have configure full set of the fiscal time periods to match all your fiscal years. Partial definition of the periods is not correct way for Accounting.

• View Configuration

This Page will display the organization accounting preferences that are entered in second section of this page. It concludes the provisions for configuration using Financials User screens.

This Blog will help you to Setup a new organization in Opentaps ERP and CRM system.

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This blog document will help to develop REST Web service in Opentaps System. As Opentaps is an ERP and CRM System designed with ofbiz services, but if anyone who is looking to develop more modules in opentaps through REST web Services, this Document will help to develop a new module with REST web Services in this System.

    Now follow the Steps in sequence to develop an Module in Opentaps System, So that we can create REST web services:

Step 1: Create a new Module

    => ant create-component

    Component name: newrestcomponent

Component resource name: NewRestComponent

Webapp name: newrestcomponent

Base permission: NEWRESTCOMPONENT

This command will create an new Module in Opentaps directory (i.e Opentaps/hot-deploy/newrestcomponent). After hitting this command this will ask for component name, Component resource name, Webapp name and Base permission fill the information as mentioned above.

Step 2: Download Apache Wink Library

    => Download apache wink library from here: https://wink.apache.org/downloads.html

=> Unzip the file and copy lib/* and dist/* to your opentaps module in

hot-deploy/newrestcomponent/lib.

This Apache wink library will help you to provide some basic .jar files to run your module in opentaps.

Step 3: Create java files and update web.xml

Now, Create an java files

PingApplication.java

PingResource.java

Update restcomponent/webapp/restcomponent/WEB-INF/web.xml:

Step 4 - Now compile and run the java files

To compile the Opentaps Modules:

    => ./ant

Now, to run the newrestcomponent module:

=> ./startofbiz.sh

Now To test the REST service, type the below URL on browser:

=> http://localhost:8080/restcomponent/ping/abc

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Opentaps As it is most commonly know for to facilitate the Enterprise Resource Planning (ERP) and Customer relationship management(CRM) software. ERP is System where all the team attempt all business processes and underlying data into one single system. Now In this blog, i am trying to show you that, how anyone can Install Opentaps system on their Local or server side.

Step -1: Install Java Development Kit (JDK) -7.

        sudo apt-get install python-software-properties

        sudo add-apt-repository ppa:webupd8team/java

        sudo apt-get update

        sudo apt-get install oracle-java7-installer

Step -2: Set JAVA_HOME on System.

        sudo vim ~/.bashrc

        Add these at the end of the file

        export JAVA_HOME="/usr/lib/jvm/java-7-oracle"

        export JRE_HOME="/usr/lib/jvm/java-7-oracle/jre"

        PATH=$JAVA_HOME/bin:$JRE_HOME:$PATH

        export CLASSPATH=$PATH

Step -3: Install Postgresql.

        $ sudo sh -c 'echo "deb http://apt.postgresql.org/pub/repos/apt/ `lsb_release             -cs`-pgdg main" >> /etc/apt/sources.list.d/pgdg.list'

$ wget -q https://www.postgresql.org/media/keys/ACCC4CF8.asc -O - | sudo apt-key add -

$ sudo apt-get update

$ sudo apt-get install postgresql postgresql-contrib

$ sudo su postgres

$ psql

    $postgres$ CREATE USER opentaps WITH PASSWORD ‘opentaps’;

    $postgres$ CREATE DATABASE opentaps OWNER opentaps;

Now, In this step, we have install PostgresSql in System, and Created an Username “Opentaps” with password “Opentaps”. After that, we had created an database “Opentaps” with password “Opentaps”.

Step- 4: Now, Edit some opentaps files.

$ vim opentaps-1.5.0/framework/entity/config/entityengine.xml

>locate localpostgres

> change database name-opentaps

>change user name-opentaps

>change password - opentaps

>locate <delegator name="default"

> change datasource-name attribute value in group-name=”org.ofbiz” tag to localpostgres

$ vim opentaps-1.5.0/framework/base/config/ofbiz-container.xml

>locate 8080 to change port

In this Step, we had make some changes in entityengine.xml to configure our above created database in opentaps Software. After that, we had change in ofbiz-container.xml to chnage the port No. On which we want to run our opentaps System.

Step-5: Start Opentaps System.

        $ ./ant run-install-extseed

        This command will Build whole opentaps System through Ant.

        $ ./ant create-admin-user-login

        This command will create an Admin user with password ofbiz.

        $ ./startofbiz.sh

        Now, This will Start Opentaps ERP and CRM System on your Machine.

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Apache Ant is a Java based build and command-line tool from Apache Software Foundation whose mission is to drive processes described in build files as targets and extension points dependent upon each other.

    Apache ANT build files are written in XML and this makes ANT of open standards, easy to understand and portable. Through this blog, I will give you a short description of this Java building tool.

ANT stands for Another Neat Tool. Before going into the detail of this, let us understand why we need a building tool?

Why Use A Java-Build Tool

The Java-Developers spend a lot of time doing some important tasks like building and deploying an application including:

• Compilation of java code.

• Packaging of the binaries.

• Copying the code from one location to the other.

• Testing of the changes.

• Deployment of application on the server

Apache Ant is useful to automate and simplify the above mentioned Tasks. It is designed as a system for building and deploying an application that is executed from the command line.

History of Apache Ant

• It was created by James Duncan Davidson who happens to be the original author of Tomcat.

• Initially, it was used to build Tomcat and was considered as a part of Tomcat distribution.

• Ant was developed out of various problems, complexities and intrications associated with the Apache tool.

• Ant was termed as an independent Apache project in the year 2000. The latest version of Apache Ant is 1.9.4.

Main Features of Apache Ant

• Ant is the only complete Java build and deployment tool available in the worldwide market.

• Ant is neutral in terms of platform and it can also handle platform specific characteristics such as file separators.

• Ant can be used to perform platform specific tasks such as time modification of a file using 'touch' command.

• Ant scripts are written in XML and the one who is familiar with XML can learn Ant quite easily and in no time.

• Ant is also good at the automation of complicated and repetitive tasks.

• Ant owns a big list of predefined tasks.

• Ant provides an interface for the development of custom tasks.

Ant’s build file which is called Build.xml must be present in the base directory of the project. However, no restriction is imposed on the file name and location which means you can place it anywhere or you can save file name with the other name.

“build.xml” file to understand its functionality

Also keep in mind that there shouldn’t be any blank lines or whitespaces before the XML declaration. In case you allow them, the following error message pops up while executing the Ant build -

The processing instruction target matching "[xX][mM][lL]" is not allowed. All build files require the project element and at least one target element.

The XML element project has three attributes :

A target is basically the collection of tasks in xml file of Ant that you’re willing to run as a single unit. One target may depend on many other targets.  For instance:

The target element has the following attributes:

So, This is one dive in ocean of Apache Ant’s- Building tool for java applications.

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