The Profile of the Most Common Erp Transactionos

New Business Partner

Description

A business partner is a commercial entity which joins a firm in an ongoing working relationship, regarding the distribution, promotion and sale of its products. Business partners are suppliers, who operate within the supply market of monetary resources, materials and services and customers who require products or services in respect of a contract with the supplier.

The creation of a new business partner consists of a data entry activity of all related information which are stored in the database through a single database transaction (ACID properties are met).

Actors

Sales function, Purchase function, Administrator

Data input

1. Name: name of the business partner set by user

2. Reference No. Set by user. It can be printed on orders and invoices to allow business faster identification

3. Description: is limited to 255 characters

4. The Business Partner category is randomly selected

5. Active: checkbox to set business partner (un)active. A de-activate business partner in not available for selection, but available for reporting.

6. Customer and supplier properties fields

* * * *

Sales representative is randomly selected from a list saved on database Credit limit is a number set by user Sales/Purchase price-list is randomly selected from a list of value saved on database Invoice, payment and delivery fields are selected from a list of value

7. Accounting: a chart of accounts is selected from a list on database or a set of field are filled by user

8. Location: user selects a business partner location from menu list or fills related fields (address, phone, fax) and selects ship to address and invoice to address check-box.

9. Contacts: user select a contact entity from a list saved on database or defines a new contact by filling related field (contact name, address, mail...)

Transaction Flow

1. Business Partner Creation: define business partner information * insert name of Business Partner * insert Reference Number * insert a description of Business Partner

* select Business Partner Category (check-box or list)

2. Customer properties: define customer properties of a business partner that will purchase items from you

* select sales representative * insert credit limit * select sales price-list * define invoicing properties

◦ select invoice rule

◦ select invoice schedule * define delivery properties

◦ select delivery rule

◦ select delivery method * define payment properties

◦ select payment rule ◦ select payment term

3. Supplier properties: define customer properties of a business partner as a vendor who will sell items

* select sales representative * select purchaise price-list * define invoicing properties

◦ select invoice rule

◦ select invoice schedule * define delivery properties

◦ select delivery rule

◦ select delivery method * define payment properties

◦ select payment rule ◦ select payment term

4. Employee properties: define employee properties of a business partner (no OpenErp) * activate business partner as employee (check-box) * activate business partner as sales representative (check-box)

5. Accounting creation: define accounting properties used for monetary transactions with the business partner * select chart of accounts

6. Location definition: define location or addresses for the business partner * select location * activate ship address * activate invoice address

7. Contacts definition: define contact for dealing with a selected business partner * insert contact name * insert contact address

8. Saving Business Partner

Data output

After saving the new business partner, a new blank form or the updated business partner list appears on terminal.

New Product

Description

You must define a Product for everything you buy or sell. Products can be raw materials, stockable products, consumables or services. The Product form contains detailed information about your products related to procurement logistics, sales price, product category, suppliers and so on.

Actors

Sales and Purchase function, Manufactoring, Administrator

Data Input

1. Name: name of the Product set by user 2. Reference no. set by user 3. Product Category 4. UOM (Unit of Measure) randomly selected from set of UOM saved on db 5. weight: value set by user

6. product type (consumable, stockable product, service) randomly selected by user 7. procurement method (make to stock, make to order) select from user 8. supply method (make, buy) select from user 9. Product Expense Account: select from menu list by user

10. Product Revenue Account: select from menu list by user 11. Costing method: select from menu list by user

Transaction Flow

1. Creating a product * insert a name * insert a reference code (reference no. or EAN13) * select product category

2. Setting weight properties * select UOM * insert a weight

3. Procurement definition * select product type (consumable, stockable, service) * select procurement method (make to stock, make to order) * select supply method (make or buy)

4. Accounting Schema definition * select Product Expense Account * select Product Revenue Account

5. Costing definition * select costing method

6. Product Transactions definition * insert destination location * insert movement quantity * insert movement

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