Advanced Financial Reports extension for Adempiere ERP Project Developed by Author: Pedro Rozo. Senior Integration Architect SCEA - MBA - Feb/ 2012 Project Sponsored by http://www.xpluk.com 1 1. A bit of context Adempiere ERP offers powerful financial reporting capabilities nowadays, however accountants and end- users within our geographies (Colombia, Panamá, Canada and the U.S.A) are very demanding and one of their common complains are about the current financial report l&F, they want have a better look & feel and report format so they can transmit and understand clearly this executive information within their company teams. This time our functional and technical teams at http://smartjsp.com took those requirements and after some research within the Adempiere forums, we noticed similar requirements and we also noticed that in order to manage these scenarios most of the developers and some end-users are creating those reports using jasper reports to fulfill the final user expectations. We guess that is a valid approach if you are supporting 1 o 2 projects and if you don´t mind to depend on your developer for report definitions and minor changes :) (good luck busy developers), but looking to the long term and if you want to support many ERP implementation projects and you don´t want to depend of your developer for these minor report changes, I mean you want to give more power to the end user, it would be better to improve or give extra features to the current financial reports in Adempiere, so you will not need a developer for look & feel and format changes common for these users. Then this document will show you a visual review of these new capabilities that we have captured and analyzed, it is our first release and it has been a big effort to understand the current reporting engine and to support PDF and excel rendering in this case,
Team members leading this project: Freddy Rodriguez (Developer) & María Angélica Isaza (Accountant)
Who we are: SmartJSP S.A.S.
IT integrators for enterprise ready open source products and platforms using service oriented architecture(SOA) and Java enterprise technology. We deliver solutions for distributed environments applying agile practices and open standards. Experts with: Integration, Technical Architecture, Virtual Training, Agile multi-platform development, Open Source Infrastructure and middle-ware .
A Canadian and Colombian company with successful projects delivered for: Panamá, U.S.A, Spain, Canada and Colombia We have been implementing and customizing Adempiere ERP and SmartPOS for different customers such as: cell resellers, restaurants, health and oil industries in the last year and a half. As Adempiere citizens we are also contributing with different topics such as: eclipse project templates, Panama localization, SmartPOS integration and soon advanced financial reporting. More info about our services : http://www.smartjsp.com
Advanced Financial
Reports extension for
Adempiere ERP
Project Developed by
Author: Pedro Rozo. Senior Integration Architect
SCEA - MBA - Feb/ 2012
Project Sponsored by
http://www.xpluk.com
3
2. New Functionality 1. Report Line Set: Performance Analysis – Financial Reporting – Report Line Set
Report Line
SmartJSP has creatied two new line type called Customized Line y Tabbed Text
• Customized Line: When you choose this option you will have new options:
Advanced Financial
Reports extension for
Adempiere ERP
Project Developed by
Author: Pedro Rozo. Senior Integration Architect
SCEA - MBA - Feb/ 2012
Project Sponsored by
http://www.xpluk.com
4
o Blank line: Leaves a complete blank line used as an spacer
o Underlined Descriptions: Adds a underline to the current descripcion field
o Doble líne for Total: Generates a doubel liena belows the total colums
o Líne: Generates a líne (all the row)
o Centered Títle: New text (bold) and centered
o Total Line: Line below the total (column)
Blank Line
Underlined descriptions
Doble line for Total
Centered title
Advanced Financial
Reports extension for
Adempiere ERP
Project Developed by
Author: Pedro Rozo. Senior Integration Architect
SCEA - MBA - Feb/ 2012
Project Sponsored by
http://www.xpluk.com
5
• Tabbed text: It defines a label (text) with a tab level, be careful to not exceed max page size
It applies to titles only for now (In the future we are researching for number and totals as well)
