QuickStart Toolkit & Template Extension Module Webinar 10 th of December 2009.

QuickStart Toolkit & Template

Extension Module Webinar

10th of December 2009

Page 2QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic

Agenda

Functionality and Demo 15 min.

Technology/Development 10 min.

The Toolkit 5 min.

Q & A 30 min.


Goal: Provide an entry level, fixed scope ERP solution, with focused functional

footprint

QuickStart Toolkit: Objectives

Benefits:

A cost-effective solution with a low risk for the end customer

A well defined and supported implementation methodology ensuring partner success

Solution Approach:

Delivered as a set of artifacts (including a module of type template)

Leverage Forge capabilities

Use current OB technology stack


QuickStart Toolkit: The Artifacts

Consultant's ManualPre/SalesDocumentation

InitialInterview

Form

DeploymentOptions

QuickStartTemplate

InitialDataLoad

FuncConfig

Training

User Manual /Support

Start of Implem

entation

Marketing

Pitching to a

specific customer

Go Live

Qu

ickStart T

oo

lkitT

imelin

eM

ileston

e

Proof of Concept


The Toolkit: Pre/Sales Documentation

Commercial Overview & Presentation

Lead Classification Guide

Detailed Functional Listing

Various Communication Templates

Consultant's ManualPre/Sales

Documentation

InitialInterview

FormDeployment

QuickStartTemplate

InitialDataLoad

FuncConfig

Training



The Toolkit: Consultant's Manual

1. Introduction 2. Initial Interview 1. Critical Information to Obtain 2. Requirements Template 3. Master Data Import Template 4. Deployment Model 3. Client Follow Up 4. Deployment 1. Openbravo ERP Installation 2. Openbravo Professional Subscription & Activation 3. Cloud Hosting (recommended) 4. Dedicated In-house Server 5. Backup 6. Security 7. QuickStart Template Installation 8. Session Configuration 5. Customer Setup 1. Initial Client Setup 2. Initial Organization Setup 6. Roles and Users 1. Securing Default Configuration 2. Application Users 7. Initial Configuration 1. Customer's Template 2. Customer's Module 3. Company Logo Customization 4. Initial Data Configuration 5. Initial Data Load 6. Email Configuration

8. Functional Implementation 1. Master Data Management 2. Procurement Management 3. Sales Management 4. Warehouse management 5. Financial management 9. Test Environment Creation 10. Printing Forms 1. Purchase Order 2. Sales Order 3. Quotation 4. Goods shipments 5. Sales Invoice 11. Training 1. Basic information (0,5h) 2. Procurement management (4h) 3. Sales management (2h) 4. Warehouse management (1,5h) 5. Payables/receivables management (6h) 6. Asset management (1,5h) 7. Accounting (2h) 12. Support Phase 1. Defects 2. Adjustments 3. Extensive Customizations 4. Maintenance Packs 13. Country Specific Configurations 1. Spain


Documentation

InitialInterview

FormDeployment

QuickStartTemplate

InitialDataLoad

FuncConfig

Training



The Toolkit: User Manual – UI Navigation TutorialConsultant's Manual

Pre/SalesDocumentation

InitialInterview

FormDeployment

QuickStartTemplate

InitialDataLoad

FuncConfig

Training



The Toolkit: User Manual – Business Processes

# 01 Order to Cash # 01a Order to Shipment # 01b Invoice to Cash# 02 Procure to Pay# 03 Bank Statement to Bank Reconciliation# 04 Period End Close to Financial Report# 05 Customer Return to Credit# 06 Customer Return to Replacement# 07 Supplier Return to Debit# 08 Supplier Return to Replacement# 09 Collection# 10 Supplier Payment Management# 11 Wall to Wall Accuracy Physical Count# 12 Asset Acquisition to Dispose


Documentation

InitialInterview

FormDeployment

QuickStartTemplate

InitialDataLoad

FuncConfig

Training



QuickStart Toolkit: The Artifacts

Start of Implem

entation

Marketing

Pitching to a

specific customer

Go Live

Consultant's ManualPre/SalesDocumentation

InitialInterview

FormDeployment

QuickStartTemplate

InitialDataLoad

FuncConfig

Training


Qu

ickStart T

oo

lkitT

imelin

eM

ileston

e

Proof of Concept


QuickStart Toolkit: Artifacts

QuickStartTemplate

Refined &SimplifiedScreens

PredefinedRoles for

Sales,Warehouse,

Finance & Acct,Procurement

Initial DataLoad

Module

Localization(optional)

AdditionalScreens/Reports


QuickStart Toolkit: Demo

DEMO


Agenda



The Toolkit 5 min.

Q & A 30 min.


Technology: Module vs Template

Initial Data Load QuickStart

Same with:• Mass Invoicing• Intercompany Documents• Spanish Professional Localization Pack• etc.

For example, a template could include a module that contains a new process and at the same time assign this new process to an existing button inside an existing window, therefore, adapting the core.


What does the template include and in what order does it get developed?

Technology: Packaged Openbravo Template

New modules such as the Initial Data Load

Datasets that described common data (such as Roles, Taxes, etc)

Configuration script that pre-configures the core application (such as core screens, menu arrangement, lists, etc)

1

2

3


Technology: Structure and use of the template

Customer's Template

Customer's Module (contains additional developments)

Configuration Script (describes additional customer customizations of the core elements)

Openbravo QuickStart Spain

Configuration Script (describes changes to the core required for QuickStart and Spanish Localization to work together in harmony)

Professional Localization Pack Spain

Openbravo QuickStart Template (Generic)

…

…

Orders Awaiting Delivery

Configuration Script (describes QuickStart's pre-configuration of the core elements)

Initial Data Load

Openbravo QuickStart Datasets

Module

Pack

Template

Hierarch

y


Technology: Alternative Structure with no Localization

Customer's Template

Customer's Module (contains additional developments)

Configuration Script (describes additional customer customizations of the core elements)

Openbravo QuickStart Template (Generic)

Orders Awaiting Delivery

Configuration Script (describes QuickStart's pre-configuration of the core elements)

Initial Data Load

Openbravo QuickStart Datasets

Module

Pack

Template

Hierarch

y


Technology: But how exactly does one develop a template?

1 Develop OR install modulesto be included

2 Create a new module of type template

4Adapt the core or other modules included in the template

3

Include existingmodules anddependencies

5 Export the module (template)

6 Export the configuration script

7 Package the module (template)


Technology: But how exactly does one develop a template?

Et voila! Your own first template packaged as an OBX file:

|-- com.customer.openbravo.template| `-- src-db| `-- database| |-- configScript.xml| |-- model| | |-- functions (empty)| | |-- sequences (empty)| | |-- tables (empty)| | |-- triggers (empty)| | `-- views (empty)| `-- sourcedata| |-- AD_MODULE.xml| `-- AD_MODULE_DEPENDENCY.xml|-- org.openbravo.idl-1.0.2.obx|-- org.openbravo.module.taxreportlauncher-1.0.0.obx`-- org.openbravo.reports.ordersawaitingdelivery-1.0.0.obx


Agenda



The Toolkit 5 min.

Q & A 30 min.


The Toolkit: Access to the Forge Project

Active partners can request access by sending an email with their forge username(s)

to [email protected]

http://forge.openbravo.com/projects/obquickstart


DEMO

Tools: Openbravo QuickStart Forge Project


The Toolkit: Roadmap

additional productivity modules

extended application dictionary capabilities (selectors, views)

permalinks (deep linking)

usability improvements

initial data load for more entities

improvements to financials, accounting and their configuration


Functionality and Demo

Wrap-Up

Technology / Development

The Toolkit


Q & Ahttp://forge.openbravo.com/

http://wiki.openbravo.com/wiki/ERP/2.50/Developers_Guide

[email protected]

Next webinar:Wizard to add fields to windows

December 24th 4-5 PM (CET)


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