Previously Recorded Meetings Archive 2

Meeting Video Archives

2014-08-14 AM Inter-Company Transaction and Counter Documents

• Introduction
• 0:01:00 Difference between Client and Organization (Org)
• 0:02:30 Transferring product, money and revenues/expenses between organization
• 0:03:00 Inter-Company transactions within a single document (diagram)
• 0:05:00 Tangent - suspense accounting
• 0:05:30 Setting Suspense Balancing and Inter-Company Due From and Due To settings
• 0:06:30 How the system calculates Inter-Company Due From and Due To amounts
• 0:08:00 Perform an example of inter-company transaction using an Inventory Move
• 0:11:30 Perform an example of inter-company transaction where you pay/receive money in a bank from one Organization for an Invoice from another Organization.
• 0:16:15 Arm's length transaction - recognize revenue and loss associated with moving inventory.
• 0:17:30 Perform an example of inter-company transaction using a GL Journal to represent product movement revenue and expense.
• 0:21:15 Perform an example of inter-company transaction using an Invoice instead of a GL Journal
• 0:25:45 How to remove "Allow Negative Postings"
• 0:26:30 Why use an Invoice instead of a GL Journal - to write to all Accounting Schemas simultaneously (with an Invoice).
• 0:27:45 Counter Document introduction
• 0:28:00 Example of why use Counter Documents - need real/formal Invoice to file for GST Tax reclamation.
• 0:30:00 Description of Counter Documents
• 0:31:30 Outstanding issue with Counter Documents relating to consolidation
• 0:34:30 Outstanding issue with Counter Documents relating to Shipment <-> Material Receipt timing
• IMPORTANT NOTE: I miss spoke about which transaction should be re-classed to inter-comany Revenue and COGS. What should happen is the inter-company sell side (both COGS and Revenue) should go to inter-company accounts. Nothing from the sell to the customer should change. This is better described in the consolidation section.

2014-08-14 AM Open Discussion

• Real-time shop floor BOM and Workflow substitutions
• 0:16:45 using Business Partner Info window to view customer and supplier accounts (order, shipments, receipts, invoices, payments, etc...)
• 0:19:45 Aging report
• 0:21:45 Using the Dunning Report to send regular open item (statement of account) emails and print documents
• 0:25:00 Removing stock from inventory - Physical Inventory
• 0:26:30 Receiving bulk Receipts for multiple invoices - how to manage - Payment Allocation
• 0:28:00 Difference between AP Invoice and AP Credit memo
• 0:30:45 Which Callout creation method (of three) should you choose
• 0:34:00 Auto tab refresh implementation strategy

2014-08-12 AM Building iDempiere Core Code from Eclipse and Jenkins

• Introduction
• 0:01:30 Sample development team illustration
• 0:04:15 Creating an iDempiere BitBucket.org fork
• 0:08:15 Creating a Pull Request and Jira ticket to the iDempiere core team.
• 0:10:00 Diagram of supporting both the community with feature contributions and your customers with new features not in iDempiere
• 0:14:00 How plugin repositories fit into the diagram
• 0:15:30 When do you make changes via plugins vs core code changes - with an example of a new feature that can only be provided by a core code change.
• 0:18:45 When would you create a bitbucket fork of iDempiere
• 0:21:00 Options for building your binaries (1) in Eclipse and (2) using Jenkins Continuous Integration
• 0:22:30 How to build directly from Eclipse (zip and p2)
  • Note: you can also build the swing UI. This is demonstrated during the Libero Mfg installation. The Libero Mfg installation also demonstrates how to bundle plugins into the build process.
• 0:32:00 Why go from Eclipse to Jenkins
• 0:33:00 Jenkins introduction
• 0:33:30 Review the core iDempiere team's implementation of Jenkins
• 0:34:45 How to install Jenkins (list of instructions) and demonstration
• 0:37:0 Review details of Jenkins build steps
  • 0:38:00 how to specify what branch/version to build
  • 0:39:15 build steps (1) shell script to delete old artifacts, (2) buckminster commands, and (3)  shell scripts to move results to an Apache web server.
• 0:44:30 where to find the build step code/script
• 0:45:30 how to move results to Amazon's S3 and use S3 as a website host (overview)
• 0:46:45 command to upgrade an existing production instance with our newly created build

2014-08-12 AM Open Discussion

• Report Drill Down - answer coming
• 0:02:30 Installation script assumes you have a user named ubuntu
• 0:03:45 updated installation script to run iDempiere as the 'idempiere' user
• 0:06:00 can you use PG Admin's backup and restore of iDempiere. Yes - behind the scenes, RUN_DBExport.sh and PG Admin use the same export tool.
• 0:08:15 when to create a Pick Ticket vs when to create a Delivery Note or Packing Slip
• 0:13:45 Sales Order Invoice Rule to drive when to create Invoices
• 0:16:00 Creating a Commercial Invoice at the time of completing a Shipment
• 0:18:00 How to document changes to handle situations where you need to build a new server. "Do not want to lose changes". Create nightly backup of lead development system. Make sure you keep a manual, written log of changes made to the system. This includes firing up new 'test' servers when you want to experiment before changing your lead development system.
• 0:21:00 iDempiere web store
• 0:23:15 Do you need to close an Order with an open balance (not delivered or Qty Delivered < Qty Entered or Qty Reserved <> 0). Also includes a discussion of over shipping.
• 0:25:30 Order Batch Process to perform a mass document status change to sales orders.
• 0;27:00 How to manually close an order (Sales Order or Purchase Order)
• 0:27:30 Getting Started with Openbravo POS (SmartPOS)
• 0:31:15 Remote Desktop - when I get disconnected, I connect to a new desktop (starts a new session). How to reconnect to existing desktop session.
• 0:35:00 Callout code not recognizing import statements
• 0:36:30 How to automate a screen refresh
• 0:41:15 Relationship between Lead, Business Partner and Opportunity

2014-08-07 AM Credit Management and Partner Relation

• Introduction
• 0:01:00 Credit is configured in the Business Partner window.
  • 0:02:15 Credit Status field (Credit Hold, Credit OK, Credit Stop, Credit Watch, No Credit Check)
  • 0:04:30 Credit Limit check (does it take open orders into consideration?)
  • 0:06:30 Open Balance field - Determine if you want to keep a BP that is both a Customer and a Vendor as a 'single' BP or create two different records.
  • 0:12:00 Example of creating both an AP and an AR balance on the same Business Partner.
  • 0:16:00 Example of creating two different BPs for the same business entity - one as a customer and one as a vendor.
  • 0:17:45 Question: can you start with BP's as both customer and vendor then separate into two BPs later?
  • 0:20:00 Question: can you modify the system to manage AP and AR limits separately? can you manage credit balance at the Location?
  • 0:21:15 Review credit check code at order, shipment, invoice
  • 0:23:00 How to modify credit check code
• 0:28:00 Partner Relation Introduction
  • 0:29:15 Create BPs and Partner Relation records
  • 0:31:30 Create and Complete a Sales Order with Partner Relation BP as my Invoice Partner. Check Balances
  • 0:35:30 Wine Distributor example using Partner Relation to support single Web Store order with 100's of ship to addresses.
  • 0:36:45 Question: where does the sales Revenue credit go?
  • 0:42:00 Relationship between Payment and Partner Relation Invoice
  • 0:42:45 Down side to Partner Relation - all Invoices using Partner Relation BPs have Credit Limits that are managed at the Partner Relation BP (not the Ship To BP).
• 0:45:00 How to find all references to Partner Relation (code, views, DB procedures, application dictionary) (link)

2014-08-07 AM Open Discussion

• Sales Order Document type of "On Credit Order" automatically creates both the Customer Invoice and Shipment. (Warehouse Order, Standard Order, etc...)
• 0:02:00 Using a Callout to set the Sales Order Promise Date based on BP custom rules.
• 0:09:00 How to create a window/view/report/queue that shows all orders that will ship tomorrow?
• 0:14:00 How to generate shipments (process and manual) with packing slips or delivery notes
• 0:19:00 Sales Order Line print out called "Standard" is a tax category line.
• 0:23:00 Sales Order import fails because of cost.
• 0:26:30 How to create a CSV export from a Generate Shipment run.
• 0:32:00 How the System Configurator is used.
• 0:35:00 How and who to test new features (development, test, production environments)

2014-08-05 AM Promotions

• Introduction - how relates to the bigger topic of Discount Strategies
• 0:01:00 how to create the Model Validator entry for Promotions
• 0:02:30 relationships between POS, Web Stores, and ERPs and how discounts are applied
• 0:05:15 relationship between iDempiere discount schema and Promotions
• 0:09:00 Promotions setup -> Promotion Group Window
• 0:09:45 An Order can apply one Promotion
• 0:10:45 A Sales Order has the ability to specify a promotion code, this will limit the eligible promotions
• 0:12:45 Promotion setup -> Promotion Pre-Conditions Tab
• 0:14:00 Review code for how promotions are chosen for a given order
• 0:16:00 Promotion setup -> Promotion Line Tab
• 0:17:15 Promotion setup -> Promotion Quantity Distribution Tab
  • 0:18:45 CORRECTION Distribution type compares Promotion Quantity Distribution Quantity with Order line Qty
• 0:19:30 Promotion setup -> Promotion Reward Tab
  • 0:20:00 Reward Type (Flat Discount, Percentage, Absolute Amount)
• 0:22:00 discussion to support the above CORRECTION
• Link to Adaxa Promotion Document
• 0:28:00 Sales Order demonstration where multiple promotions could apply. Play with isActive and Relative Priority to dictate which promotion applies.
• 0:30:00 Charges can be taxable or not taxable based on Tax Category
• 0:30:45 More discussion about how Sales Orders apply promotions (promo code or not)
• 0:33:30 Back to picture of relationship between POS, Web Store, and ERP
• 0:35:30 Making sure inventory levels are accurate for "Buy 3 and Get 1 Free" promotion

2014-08-05 AM Open Discussion

• Counter Documents and Inter-Company transactions - overview
• 0:04:00 When counter docs are brought all the way through payments, there are no actual InterCo transactions; however, your Revenue and COGS are doubled when you produce consolidated financials.
  • 0:11:30 discussion of the solution for Interco Revenue
  • 0:15:30 relationship between receiving and shipping as it relates to mapping COGS to InteroCo COGS.
  • 0:16:45 discussion of the solution for Interco COGS
  • 0:18:30 discussion of the solution for Interco COGS (where COGS is dependent on product)
• 0:12:30 Posting engine Model Validator
• 0:23:00 Print Format not present in new Client when printing Payments
• 0:25:00 How to export a Print Format from GardenWorld and import into my new Client.
• 0:27:00 Installation script debug for vps situation

• When using counter documents to handle inter-company material transactions, Revenue and COGS between organizations get doubled. This is an issue you produce consolidated transactions.
• The goal is to have Revenue in a "Linked Organization" AR Invoice post to "InterCo Revenue" instead of normal revenue. This situation is easier to identify because the BP is linked to an organization.
• The other goal is to have a Shipment COGS entry post to InterCo COGS instead of normal revenue. This situation is more difficult to recognize because the BP is the final customer. Instead, you will need to either flag a Product or Lot number as coming from an InterCo source, and therefore, post to InterCo COGS.
• Options to solve:
  • Produce a report that shows all revenue and COGs related to interco transactions. Use an end-of-month GL journal to reclass amounts as described above.
  • Create Doc Model Validator to look for the BEFORE_POST timing event, trap the above situation and change the accounts accordingly.

2014-07-31 PM Open Discussion

• Go Live process where use two instances to support modifications (primary) and user testing (secondary). Use secondary at go-live to become your new primary.
• 0:12:00 Cash Drawer (Petty Cash) - review of process

2014-07-31 AM Open Discussion

• Counter Docs - issue where linking a BP to an organization changes the Org back to "*"
• 0:07:00 - Bank to Bank Transfer - why does it need a Business Partner?
• 0:09:30 - Writing to M_Storage causes the system to lock (oracle database). Problem could be related to database blocking. Link to oracle queries to see blocking details. Here are the similar queries in PostgreSQL.
• 0:24:45 - Updating Storage Detail report to get good summarized data

2014-07-29 AM Manipulating the iDempiere WebUI Server and Swing client via the OSGi telnet interface

• iDempiere plugins
• Libero Manufacturing Manual
• 0:02:30 - using the Felix console to install a plugin (jar)
• 0:05:30 - using telnet to connect to the WebUI Server's OSGi interface
  • "telnet localhost 12612" to connect to the OSGi interface
• 0:11:00 - using telnet to connect to the swing (adempiere client) OSGi interface
  • 0:12:45 unzip the downloaded client into its own directory
  • 0:14:00 modify the adempiere-client.sh to include the OSGi console
  • 0:15;30 run adempiere-client.sh for the first time
  • 0:20:00 Redo with using a different OSGi port for the swing client (12622) so that you can connect via telnet to both the iDempiere server and swing client at the same time.

2014-07-29 AM Open Discussion

• 0:02:45 Promotions
  • There exists a Promotions engine in iDempiere - creates discount charge based on contents of an existing order
  • iDempiere bundle/kit to manage including a extra (phone cover/slick) when selling a phone. Bundle with product at shipping.
    • Explode at Shipment
    • Explode inside SO at prepare/complete step (product/kit flagged as not stocked)
  • 0:06:15 Discounts based on contents of orders
  • 0:09:00 Who calculates the discounts (webstore or ERP or both)?
  • 0:12:30 Jaures review of buy 5 get on free promotion - not working - why? Did not get to resolution during this session...
• 0:24:30 Hans - issue with php communicating with iDempiere SOAP interface - php does not seem capable of generating the correct libraries.
  • Kevin recommended SOAP Lite interface to communicate via SOAP web services
• 0:30:00 upgrading your iDempiere instance
  • 0:31:30 syncApplied.sh
  • 0:32:30 chuboe_idempiere_upgrade.sh - upgrades both the application and the database in the same script.

2014-07-24 AM Production Hosting for 25 Concurrent Users

2014-07-24 AM Open Discussion

1. We resolved an issue where a ColumnSQL (virtual column) was returning more than one row, and therefore, prevented us from saving a record.
2. Hans asked some great questions about the Payment Allocation window/form.
   1. How do you add a column to the payment section?
      1. WAllocation.java controls how the form looks in the WebUI.
      2. This WAllocation extends Allocation.java.
      3. WAllocation adds a listener to a number of fields, on the event fire, it reloads payments using the Allocation.getPaymentDataI() method.
      4. To add the additional column, perform the following:
         1. Modify the SQL and member variables in getPaymentDetail().
         2. Follow the WAllocation design of the current payment table to add the new column.
   2. How do you limit the Business Partners in the BP dropdown to those who have open invoices? This is useful when you have over 100K BPs.
      1. I do not know the exact answer. I spent about 30 minutes looking for the answer. Below are my thoughts.
      2. You create the BP Search field at around line 329 (look for the "// BPartner" comment) in WAllocation.java.
      3. You first create a MLookup object. Then you use the MLookup object to create a WSearchEditor.
      4. The MLookup has a Query object to it; however, I could not figure out how to set it.
      5. Please email the group if you find an example or figure it out.

2014-07-22 AM Charts, Dashboards, Cockpits, and KPIs

•  Introduction
• 0:01:30 Introduction to Dashboard Panels
  • 0:03:00 How to specify a new Dashboard panel (also see what currently exists)
  • 0:05:45 How to find the classes that support Dashboard functionality
• 0:07:45 Focus on how to create a "Performance" Dashboard Panel
  • 0:08:30 Performance Color Schema
  • 0:09:45 Performance Measure Calculation- where you create the SQL to pull data
  • 0:11:00 Performance Measure - specify the X-Axis
  • 0:17:30 Performance Goal - where you actual paint the chart
• 0:2215 In-Window charting - example Sales Rep Dashboard
  • 0:27:00 How in-window charts are created
  • Link to Adaxa CRM Documentation

2014-07-22 AM Open Discussion -

• Activiti business process management (BPM) and Alfresco integration options for iDempiere
  • 0:04:00 using Abbyy OCR to modify scanned PDFs to have a text overlay
  • 0:07:00 Using ColumnSQL (virtual column) to create a url to search for a Vendor Invoice (from iDempiere in Alfresco)
  • 0:13:00 Configuring iDempiere to use an external drive (Alfresco SIFs share - Alfresco file share) instead of database to store attachments
• 0:20:00 Rumman's question about costing between organization
  • 0:22:30 Using inventory move (with issue) to move product between orgs at different cost
  • 0:25:00 Write down problem and process
  • 0:28:00 Introduce IPV to act as an accrual between the time of receiving and when you pay the tax authorities.
• 0:33:00 Rumman's question about inter-company dueto and duefrom matrix
  • 0:34:00 list of options to solve this issue
• Link to Adaxa's Counter Document Instruction

2014-07-03 PM Amazon AWS Services - hosting iDempiere Production, Development and Test

• EC2 - Amazon computer (server)
• 0:01:00 S3 - online storage
• 0:01:15 Glacier - online cold storage
• 0:02:00 VPC (virtual private cloud) needed to launch a t2 family server
• 0:11:30 T2 family of EC2 servers - Required to live in VPC - less expensive - good performance
• 0:12:45 EC2 Pricing - on-demand, reserved light duty, reserved medium duty, reserved heavy duty
• 0:17:30 Example calculation - heavy utilization vs on-demand for m3.medium ($730 heavy utilization vs $$1,830 on demand)
• 0:19:15 How Reserved Instances are charged -buying a contract
• 0:20:00 My reserved instances for example
• 0:21:45 Selling reserved instances
• 0:22:30 Stop instances
• 0:24:45 Cloud Watch and Auto Scaling
• 0:26:00 Numbers of concurrent users to t2.micro (x2), t2.small (x4 to 5), t2.medium (x10 to 13), pair of t2.medium (x20 to 25)
• 0:28:00 Lanching a t2 instance inside a VPC
• 0:34:30 Another pricing example
• 0:37:00 Changing an instance type (different than adding a server to a reserved instance)
• 0:41:00 Issue that was previously solved with Ubuntu and VPC
• 0:46:00 Cloud Formation
• 0:46:30 Cloud Front
• 0:48:00 Direct Connect
• 0:49:00 RDS - spanning databases across multiple regions with multi-read

2014-07-03 PM Open Discussion - Debugging a jasper deploy issue

2014-07-03 AM Source Code Control - Database Versioning - Mercurial - Patch - Upgrade (environment primer)

• Script to install iDempiere
  • -D includes the development environment
  • 0:02:00 Diagram of installation
  • 0:04:00 Two local repositories - idempiere and myexperiment
  • 0:06:30 iDempiere Jenkins projects - how iDempiere builds binaries (idempiere, idempiereDaily, idempiere2.0, idempiere2.0Daily)
  • 0:11:30 Specifying which Jenkins project to create your installation (-j option)
  • 0:14:00 Summary - How to configure your desktop and eclipse. You can find the step by step instructions here.
• 0:18:00 Mercurial tutorial
  • 0:19:00 hg branches - show all branches
  • 0:20:00 hg update - change branch or revision
  • 0:22:15 relationship between idempiere binaries and the code repository - updating the code to match the database
  • 0:24:45 hg pull - getting the latest changes
  • 0:26:00 hg log - seeing past commits and revisions
  • 0:27:30 hg update after hg pull (hg update --clean)
  • 0::30:00 creating your .hgrc config file
  • 0:33:00 non-command line tools for working with mercurial (tortoise, eclipse, etc...)
  • 0:34:45 TANGENT - the bigger picture and how your development environment fits with jenkins, production, test, your developer,e tc...
  • 0:43:00 using chuboe_idempiere_upgrade.sh to upgrade my idempiere binaries and my DB to use the most recent build so that the DB matches my dev environment.
    • NOTE (0:48:15): I forgot to give Carlos Ruiz credit for writing the actual script that compares the scripts with the db scripts. I am very sorry Carlos!!
  • 0:53:00 script to create version control for your /opt/idempiere-server folder into a version controlled repository so that you can unwind any changes (accidental or purposeful).
  • 0:58:45 great mercurial tutorial
  • 0:59:00 creating, merging branches
  • 0:59:30 creating a mercurial patch
  • 1:00:00 applying or importing patches generated by someone else - deepak's iDempiere 1770 feature patch for better ASI (serial lot) control
  • 1:05:30 hg revert -all    to undo modifications to tracked files
  • 1:05:45 hg purge    to remove newly created files
    • The patch updates the source code
    • The patch also potentially includes sql scripts - use the upgrades script to apply the sql scripts.
  • 1:09:30 more information about creating patches.

2014-07-03 AM Open Discussion

• Price List import duplicate key violation
• 0:06:00 consolidate lot numbers in M_Storage (see discussion as reference) - answer ended up being using the Inventory Move to change Attribute Set Instance
• 0:14:00 Libero Manufacturing Order BOM Line - setting the line Attribute Set Instance (ASI) causes an error where M_Storage QtyReserved has a +/- between two different ASI.
• 0:32:45 Zoom Across feature to traverse/skip on set to documents to get to the set of document beyond it.
• 0:37:45 Inventory Move with confirmation - concerned about confirmation org?

2014-07-01 AM Open Discussion

• Upgrading from Ubuntu 12.04 (with PostgreSQL 9.1) to Ubuntu 14.04 with PostgreSQL 9.3)
• 0:01:30 Release-2.0 vs Development environment
• 0:20:00 Importing Price Lists with Product Import
  • 0:26:30 what role does Business Partner Play on Price List import
• 0:29:00 Bank Statement Import - why is the C_Invoice_ID setter commented out? What is the impact of the Bank Statement invoice reference?
• 0:40:00 Inter-company balance import where each combination of organizations has a unique account no. (see discussion)

2014-06-26 AM Using Talend to call iDempiere Web Service Run Process

• Introduction - options for generating SOAP messages
• 0:03:30 String manipulation example discussion
• 0:06:00 Start the discussion about calling iDempiere from Talend (via web service)
• 0:09:00 Prepare Talend Demo - Import sample Talend project
• 0:11:30 Review RunProcess Talend job
  • 0:12:30 tFixedFlowInput component - creates variables
  • 0:13:30 tFlowToIterate component - takes variables and sets global variables
  • 0:16:00 tWebServiceInput component - creates and submits your request. Processes the response.
    • 0:18:00 using the code generated from WSDL2Java
    • 0:27:30 Create response output - status
  • 0:29:00 tLogRow
• 0:29:15 Run the example
• 0:32:15 Run the same example via SoupUI
• 0:36:30 Review iDempiere's Web Service Security window "AutoAllocate" record to receive the call.
• 0:42:00 When to use Talend?
• 0:45:30 Block programming - viewing the code behind Talend's blocks
• 0:50:30 Intro to Project Accounting

2014-06-26 AM Open Discussion

• Resolving a product import error message - no resolution during this meeting.
• 0:06:00 How to check logs directly on the application server (via console)
• 0:08:15 Using filezilla to push and pull files between windows and linux machines. (detailed instructions)
• 0:10:30 Moving product between organizations.
  • 0:12:00 Buying product in one currency with a GL (accounting schema) in a different currency - what posts to the GL?
  • 0:18:00 Accounting posting for inventory move between organizations - how to handle income/expense as part of an arms-length transactions. Options: (1) Customization, (2) Counter Docs, and (3) end of period reporting + GL Journal
  • 0:22:45 assigning cost per org
  • 0:23:15 adjusting the standard cost for different organizations
• 0:30:15 How to change costing methods from Average Invoice to Average PO

2014-06-24 AM Introduction to Web Services

• Introduction
• 0:01:15 iDempiere Web Services list page - including WSDL
• 0:06:00 ADempiere Web Services installation
• 0:09:15 Using SoupUI to make our first web service call
  • 0:15:15 Review first SOAP envelope/message
  • 0:16:15 Review SOAP composite envelope/message
  • 0:19:00 Create new SOAP Project
  • 0:20:45 Make first SoapUI call
  • 0:22:30 Review iDempiere's Web Service Security settings to receive the SOAP call
• 0:26:15 Using SoapUI to make a Composite SOAP call
  • Using a Web Service Security pack in to give you all the needed Web Service Security records
  • 0:30:15 Resolve issue relating to not having packed in Web Service Security records
  • 0:31:45 Pack in Web Service Security records
  • 0:32:30 Execute the composite interface successfully
  • 0:34:00 Running this call multiple times - difference between Create and CreateUpdate calls
    • NOTE: the reason the call failed is because the Web Service Security record for "CreateBPartner" => Web Service Parameters subtab had the action hard coded to "Complete". When I removed this setting (after the video), the system behaved as expected. (see post)
  • 0:37:00 Ability to use Column SQL to find a key
    • Starting at 44:30, you do not need to make this change. The above note resolves the issue.

2014-06-19 PM Open Discussion

• Inventory Management - how track what products have been broken from the original Unit of Measure UOM
  • Create a new product
  • Create a new Attribute Set flagged as either Serial or Lot and adding an Instance Attribute of isSplit
  • Create and Complete PO
  • Create MR + Create Lines From + Give the line an Attribute Set Instance with a value of isSplit=N + Complete MR
  • Run Storage Detail report to confirm
  • Create Inventory Move where line locators stay the same; however, you move the quantity from one Attribute Set Instance (ASI) to another where the new ASI has a isSplit value of Yes.

2014-06-19 AM Web Store and Point of Sale (POS) Integration Session 2

• Be aware that I did not accomplish my goal before this meeting. I had intended to execute a webservice to run a process from Talend ETL.
• Three options to migrate data
  • iDempiere code - Web Store /POS push to iDempiere staging tables + use iDempiere processes to move through i_bp, i_order, i_payment, etc.. tables all the way through the final destinations.
  • Web Services - Web Store / POS to use web services directly to BP, Order and Payment tables (bypassing the staging tables)
  • ELT - to pull from Web Store /POS and push to iDempiere staging tables. ETL to use web services to execute iDempiere processes.
• Discussion of pros and cons of ETL vs web services.
• 0:11:15 How to ensure you get all orders (no duplicates) from the web store or POS despite heavy order loads.
• 0:14:30 How to confirm the ERP received the order batch details.
• 0:22:30 iDempiere web services overview - major components
  • Talend ETL - automation tool
  • SoapUI - web services play/test tool
  • iDempiere - web services
  • 0:25:30 iDempiere - how to find WSDL
• 0:26:45 Creating your first SoupUI project to run your first web services call
• 0:03:00 Using the same SOAP message inside talend ETL (here is where I failed :)
• 0:32:00 Introduction to iDempiere Composite Web Services.
• 0:35:00 Errors in Talend that prevented my web services success.

2014-06-19 AM Open Discussion

• Customizing the iDempiere user interface to change the order of tabs and columns in grid view.
• 0:05:15 development options in iDempiere/ADempiere
• 0:13:15 How to undo an Inventory Import without recreating the entire system from scratch.
• 0:19:30 Evan's discussion about splitting inventory from base UOM. (more specific discussion in PM session)

2014-06-17 AM Web Store and Point of Sale (POS) Integration

• Introduction
• 0:01:00 External order sources
• 0:02:15 Agenda for next four days
• 0:03:00 What the external order management system is telling your ERP (what needs to be imported)
• 0:05:30 What the ERP is telling your Web Store or POS
• 0:06:30 The Export/Import structure and diagram - using files or ETL
• 0:09:30 Question by Gerald - can an iDempiere process to read directly from an external database?
• 0:12:30 Question by Dave - use ETL to move data (pricing) to a remote web store?
• 0:18:30 Comment by Kevin - data from a web store can be more complex than what can be held by a single staging table.
• 0:19:15 Question by Jaures - what about messaging like JMS, RabbitMQ, etc... How compare to ETL.
• 0:21:30 Question by Jaures - Can you create your own iDempiere i_ import table?
• 0:23:45 Migrating data between your Web Store/POS and your ERP
  • Web Store/POS send
  • 0:27:30 ERP receive
  • http://wiki.adempiere.net/Calling_a_process_from_code
• 0:29:45 Benefits of using batch imports
• 0:3245 Example of manual importing a Point of Sale (POS) order
  • Review POS export
  • 0:34:30 Import Business Partner (BP)
  • 0:39:00 Import Order
  • 0:42:45 Import Payment
  • 0:43:45 Run Auto Allocation process
  • 0:44:45 Automating the above processes
• 0:46:15 Using the correct Sales Order Document Type
• 0:52:00 Next week - use web services instead of ETL
• 0:53:30 using adapters - like OpenERP's adapter for Magento (or visa versa)
• 1:00:00 preparing for next week's web services discussion (link)

2014-06-17 AM Open Discussion

• Import errors on Inventory Import where quantity is not a whole number (fraction)  - UOM (Unit of Measure) needs appropriate precision.
• 0:03:30 Payroll options - continued below...
• 0:07:00 Rumman found a bug in iDempiere. This bug was identified and fixed in a later version of iDempiere. Rumman has a couple of options:
  • (1) Upgrade iDempiere to the newest version.
  • (2) Download the code, apply the fix, build the application, and deploy it to the production server.
• 0:17:30 Payroll discussion continued
• 0:29:00 Jasper Report how showing in iDempiere
• 0:40:00 How to pack out translations

2014-06-12 AM Requests

• Introduction
• 0:00:45 compare Requests with Email
• 0:02:30 Why the Request feature is important
• 0:03:15 Creating Requests
  • Creating records from almost any document
  • 0:06:00 Creating a Request from one of the Request windows
  • 0:07:15 Creating a Request via code or web services
• 0:09:45 Who gets notified when a Request gets created or updated. What gets linked.
  • Sales Rep and/or Role
  • 0:11:30 Linking documents to a request
  • 0:12:30 Adding additional users to see changes to Requests
  • 0:16:15 Adding notifications to Request Group and Request Category
• 0:13:15 How to customize the email sent from a Request update (Standard Response and Mail Template)
  • 0:15:30 using context to inject variables into your Mail Template
• 0:18:15 Setting a user's email notification setting (opting a user out of email notification)
• 0:20:15 Request Queue (Request window vs Request All window)
• 0:21:30 Establishing Queue-based workflows using Requests
  • 0:22:15 Example: setting up an accounting queue to review customer credit terms for urgent orders
• 0:25:00 How to close a Request
• 0:26:45 Request Window field-by-field
  • 0:28:00 Request Type (including Status Category)
  • 0:29:45 Request Group and Request Category
  • 0:30:45 Related Request
  • 0:31:15 Request Status and Request Resolution
  • 0:31:45 Request Priority
  • 0:32:00 Request Summary
  • 0:32:00 Request Invoice (is Invoiced)
  • 0:33:00 Request Escalation and Due Type
  • 0:34:45 Action Section
    • Sales Representative and Role
    • 0:35:30 Setting Product to invoice based on time and/or quantity logged
    • 0:36:15 Using the Update sub tab to see a history of Action section results
    • 0:37:15 Create invoice based on sum of Request->Update records
  • 0:38:00 History sub-tab
  • 0:38:30 ACTION - define Update Notification and Update Recipients
    • Update Notification - gives you the ability to add anyone as someone who will get notified for this Request. This is your ability to add ad-hoc  users.
    • Update Recipients - The list of all users who will receive notifications based on Sales Representative, Role, Request Type -> Notifications sub-tab, Request Group -> Notifications sub-tab, Request Category -> Notifications sub-tab, and Request -> Update Notifications sub-tab.
  • 0:39:30 User's history of request notification
• 0:40:30 Setup required for today's demonstration
• 0:41:30 Overall process to setup Requests
• 0:42:15 Interest Area
• 0:43:15 Request Processor - responsible for sending email updates (over due emails for example)
• 0:50:00 Creating metrics and Dashboards to track the health of your Requests
• 0:51:00 Gaurav's examples of using Requests
  • Customer Complaints,
  • Payment Approval
  • Employee Cash Advance for purchase
  • Setting Sales Representative based on Request Group (enhancement)

2014-06-12 AM Open Discussion

• Restricting user access
• 0:03:45 How to create nested Roles
• 0:07:00 Debugging a Product import
• 0:10:15 Updating the AD_Sequence strategy when importing records into a temporary table
• 0:13:45 how to add an external jar - for use in a process
• 0:17:00 Importing inventory when the Costing Method is either Average PO or Average Invoice

2014-06-10 AM Open Discussion

• How to enhance a Locator to add a new descriptor (see this page for better details)
• 0:23:15 how to create a table backup before executing a dangerous query
• 0:30:15 could not install Mercurial because cbes.javaforge.com/update was down.
• 0:32:00 Inventory import failed because product key had spaces before/after text.
• 0:34:00 Promotions
• 0:35:00 How to run a process after a user logs in
  • Option 1: use modelValidator's login() method - be aware this gets called before context is loaded
  • Option 2: use ModelValidator's after save timing event on AD_Session
• 0:37:00 Adding a currency converter widget to iDempiere's home page (running an html script)

2014-06-05 AM Fixed Assets

• Fixed Asset Introduction
• 0:01:30 Agenda
• 0:02:15 Fixed Asset overview
• 0:03:15 Managing an ERP installation project as a fixed asset
• 0:03:45 What parts of a fixed asset can be capitalized
• 0:05:45 Accruing expenses over time to ultimately create a fixed asset
  • 0:06:15 Accruing ERP installation expenses before the ERP goes live
• 0:08:15 Fixed asset depreciation
  • 0:10:45 NOTE: I misspoke about the DR. The Debit should be to Depreciation Expense (not Accrual Expense)
  • 0:11:45 how to determine the depreciation amount
  • 0:13:30 Graph of declining balance depreciation method
• 0:14:30 GL accounts used during Fixed Assets
• 0:20:00 Who cares about the Fixed Asset entries on your balance sheet (tax advisors and companies who produce department P&L)
• 0:22:45 Managing Fixed Assets in iDempiere manually (not using the fixed asset feature in iDempiere)
  • Product setup
  • 0:24:30 Demonstration with Product and Vendor Invoice
  • 0:30:00 Using the GL Product column to report on the balance per GL Account per product
  • 0:31:00 Creating your manual depreciation entries
  • 0:37:00 Using external dedicated software to manage high volumes of complex depreciation
  • 0:40:30 Using a PO + MR + VI to add receiving to the process of manually creating a fixed asset
  • 0:46:00 Difference between accruing an asset vs creating the actual asset
• 0:48:30 Managing Fixed Asset using iDempiere's built-in Fixed Asset abilities
  • Asset Group
  • 0:50:15 Product Category
  • 0:51:15 Product
  • 0:54:40 Four options for creating a Fixed Asset
  • 0:56:00 PO + MR + VI
  • 1:01:30 Asset window
  • 1:02:45 Asset Addition
  • 1:05:00 Asset Depreciation
  • 1:07:15 how to specify whether you use UOM to create many assets (One asset per UOM)

2014-06-05 AM Open Discussion

• Creating a corporate identity (look and feel theme)
  • 0:07:05 Adding a custom logo to print out.
• 0:11:45 Calling a task from a menu item AND specifically calling a java jar with a swing app from a WebUI menu item.
• 0:22:00 Libero manufacturing - using the same workflow across multiple BOMs.
• 0:24:00 Why ADempiere's URL field will not open www.google.com inside ADempiere's new tab.
• 0:27:00 Using ColSQL to create a dynamic URL field that launches an Asterisk softphone and automatically calling a business partner.

2014-06-03 AM Commissions

• Introduction - 4 main steps
• 0:07:30 Commission window in concept
• 0:09:45 Commission window in review
  • 0:13:15 Commission Line tab
• 0:20:00 Commission Run window
• 0:23:15 Commission Run process
• 0:27:15 Commission FAQ (frequently asked questions)
• 0:36:30 Picture of Commission Steps
• 0:37:15 Participant questions

2014-06-03 AM Open Discussion

• Debugging ADempiere's WebUI through Eclipse - Is it possible - ACTION HERE
• 0:02:00 Adding a new Column - getting a duplicate name value - general discussion about adding new fields.
• 0:12:45 processing inbound email
• 0:19:00 pulling features from a new version without formally migrating to a new version
• 0:30:45 Where store inbound email? Gaurav to report back findings.
• 0:32:45 How to pull live currency updates - general currency discussion. If you use multiple currencies, you need to understand these points.

2014-05-29 PM Open Discussion

• How to create an ImportValidator (Import Validator) similar to a model validator for propagating custom fields from your import table to the final destination tables.
  • Link to iDempiere ModelValidator tutorial
  • Link to ADempiere ImportValidator tutorial
• 0:08:00 Modifying and Creating forms in ADempiere and iDempiere.
• 0:20:45 Creating a JAR from Talend job for use in an iDempiere form or process.

2014-05-29 AM CRM Customer Relationship Management

• Introduction
• 0:03:15 CRM Relationships - major concepts
• 0:04:30 Underlying database structure
• 0:07:00 Demonstrate Lead, Activity, Opportunity in iDempiere
  • Sales Dashboard - Link to Documentation
  • 0:09:45 Lead window - log activities
  • 0:13:00 Converting a Lead into a Business Partner and an Opportunity
  • 0:15:00 Sales Stage window
  • 0:16:30 Creating quotes and orders for an Opportunity
  • 0:18:15 Customer window
• 0:22:00 CRM general statements
• 0:26:00 CRM tools that exist iDempiere
  • 0:26:30 Single source Business Partner
  • 0:27:45 Request (support ticket, automated email, time-based nurturing, etc...)
  • 0:32:00 Workflow
  • 0:33:00 Projects - used for service contracts
  • 0:35:30 Dashboards
  • 0:36:00 Performance metrics (Fail Codes)
• 0:42:30 Activity based costing
• 0:44:15 Comparing iDempiere to Microsoft Dynamics
• 0:48:30 Using the renewal cost of Dynamics or SAP to pay for the entire iDempiere system
• 0:50:00 iDempiere documentation
• 0:54:00 Evolution of Open Source ERP - what the future might look like

2014-05-29 AM Open Discussion

• Managing Locators
  • Locator Default checkbox
  • Process to fulfill from Locators
  • 0:01:30 Changing Locator reference from Locator to Search
  • 0:06:30 customizing the Locator window with custom fields - example: show which locators require fork lift certification
• 0:11:45 UUID ( _UU) suffix discussion
• 0:14:30 Google Apps integration (link)
• 0:18:00 how to build a custom/dynamic URL
  • select 'http://someurl.com/?'||case when phone is not null then phone else '' end from ad_user;
• 0:25:30 How to translate the field on the Report & Process window
• 0:29:30 How to import Product Tax Category

2014-05-27 AM Discount Schema and General Discount Strategies

• Introduction
• 0:40:00 Base Pricelist
• 0:01:15 Price List Schema - engine to take a base price list and create a new version
• 0:02:15 Price List Break - for a product, for a BP, for a given quantity on a given SO line, here are the prices
• 0:04:15 Example complex discount - forum post
• 0:06:15 Discount Schema
• 0:08:00 Post Trade Discount at the Accounting Schema window
• 0:10:30 Calculation of taxes - ACTION: Can you base taxes off of List Price?
  • Answer = No - Link to answer
• 0:14:30 NOTE: you can apply Prices Lists and Discount Schemas to BP Groups (where the BP values are null)
• 0:15:45 Demonstrate Price List derived through Price List Schema
• 0:19:15 Demonstrate Price List with Discount Schema applied at Sales Order
• 0:20:45 Demonstrate Price List Price Break at Sales Order
• 0:24:00 Discounts from order totals
• 0:25:10 Using Products and Charges called "Discount" on Order lines as negative amounts to represent discounts.
• 0:26:30 How to apply Web Store discounts in an Order
• 0:27:45 Itemizing discounts
• 0:28:00 Product and Charge Discounts can be challenging when a Sales Order has multiple Invoices
• 0:30:00 How to give a flat discount to a specific BP
• 0:31:00 Creating a Sales Order header process/button to apply discounts based on known criteria
• 0:34:15 Demonstrate Shipping/Invoicing an Order that includes a Discount Product
  • 0:37:00 Tangent to discuss value of using Product as discount because of relation to Price List
• 0:41:15 Review Invoice posting for Discount Products
• 0:44:45 Demonstrate how to create a Discount Product and Charge
• 0:46:45 Example creating a Price List whose Limit Price is equal the Product's cost (ACTION: explain why set to $10)
  • Answer: because the cost was null, it used the Base Price List's Limit Price ($10)

2014-05-27 AM Open Discussion

• Import records directly into final table (bypassing import table)
• 0:01:45 Using ETL versus Import File Loader to import records
• 0:03:00 Time management (time clock) for employees
• 0:05:45 Vacation / Out of Office schedules
• 0:09:30 Correcting Language Pack errors
• 0:16:00 Upgrading from ADempiere to iDempiere
• 0:18:00 Migration from ADempiere to iDempiere - specific considerations for Libero manufacturing
• 0:27:00 Using Pack In and Pack Out (2pack) for Products
  • Cannot use Pack Out for product because of Product Price Link table - has not primary key

2014-05-22 AM Payment Selection

• Introduction
• 0:00:45 Ways to use Payment Selection to limit what Invoices you pay
• 0:02:30 General Process
• 0:04:30 Payment Selection window discussion
  • 0:05:15 Create Lines From filter discussion
  • 0:05:45 Payment Selection line
  • 0:07:30 Create Lines From filter discussion (more detail)
    • 0:09:45 Tangent: Matched Purchase and Matched Invoice
    • 0:11:15 Tangent: Payment Rule
  • 0:18:00 Example usage starting from scratch (new AP Invoice)
  • 0:21:15 Modifying an Payment Selection Line to pay an invoice short (less than total amount)
  • 0:21:45 Prepare Payment process to create Prepared Payment records (sub-tab)
• 0:23:15 Payment Print/Export form
  • 0:24:00 Current Balance and Balance is pulled from the Bank Account and Bank Account Document
  • 0:26:15 Export/Download payments
  • 0:32:00 Print payments
  • 0:34:00 RE-RUN/PRINT a previously printed Payment Selection
• 0:36:30 Should you have pre-printed checks have their own check numbers?
• 0:37:45 What is Direct Deposit and Direct Debit
• 0:39:30 How to specify your own export processor
• 0:42:30 Thomas Bayen's adaptation of Payment Selection to Accounts Receivable AR
• 0:43:45 Including Payment Export as part of a Payment Import process
• 0:51:00 Payment Selection Manual
• 0:52:00 Bank Reconciliation - Import Bank Statement - Bank Statement Matching
• 0:58:45 What happens when you pay the same Invoice twice from the same Payment Selection

2014-05-22 AM Open Discussion

• Why is Product Import -> Product Window -> Business Partner tab empty?
• 0:05:45 Link Table - Impacts of not having a primary key (no change log and no attachments)
• 0:07:15 Product delete after import
• 0:11:00 Product Locator
  • how to keep it null
  • 0:14:15 How to move stock to deep storage based on individual receiving
• 0:19:00 Downloading ADempiere 3.8
• 0:25:00 Strategies for connecting iDempiere to Asterisk VOIP
• 0:31:00 How to set up your development environment

2014-05-20 - Payment Terms and Aging

• Introduction
• 0:02:00 Payment terms in relation to Pre-Paid Orders
• 0:07:15 Payment Term window description
  • 0:07:45 Immediate payment terms
  • 0:08:15 Net terms
  • 0:08:45 Discount terms
  • 0:12:15 Fixed date terms
  • 0:15:45 Schedule terms
• 0:13:45 Net Day field - what is its purpose
• 0:14:45 Grace Days for dunning
• 0:18:00 Using drafted/prepared Payments to help manage cash flow
• 0:19:30 Using Payment Terms to manage loans
• 0:20:30 Creating example invoices and view the Aging results
  • Create a new BP so that aging is easy to read
  • 0:22:15 Immediate terms
  • 0:24:30 Net 30 terms
  • 0:25:00 Net with discount - terms
  • 0:25:45 Schedule terms
• 0:27:15 How to specify a specific due date for an invoice
  • Link to Due Date View
• 0:30:15 Demonstrate how the payment is SUPPOSED TO automatically reflect the invoice discount.
  • THIS REQUIRES ACTION
  • Seems to be a bug.  "select documentno, invoicediscount(c_invoice_id, now()::timestamp with time zone, 0::numeric) from c_invoice" is returning a null.
• 0:37:15 Prepaid Orders
  • Create PrePaid Sales Order
  • 0:38:45 Create Payment
  • 0:39:45 Review Sales Order resulting documents (Invoice and Shipment)
  • 0:41:15 Using Sales Order to create a Pro Forma Invoice (proforma)
  • 0:43:15 Limitations of current Prepayment  (pre-payment) architecture - link to an alternative solution
  • 0:46:15 Partial payment for prepaid order - what happens? Both Shipment and Invoice get completed
  • 0:53:30 Editing the Payment window to allow a user to manually select the Prepayment flag
• 0:56:00 Configuring a Sales Order to deliver after receipt of funds (where doctype <> Prepaid Order) - THIS REQUIRES ACTION
  • Using the GL Journal to upload one or more budgets/forecasts
  • 1:07:45 Using sub-ledger reports to predict cash (Not Invoice Receipts, Not Allocated Invoices, Not Reconciled Payments)
  • 1:10:45 Cash Plan enhancement by Carlos Ruiz

• Gerald asked the question about whether discounts are taken before or after tax. The answer is determined in the Client window -> Client Info tab -> Discount calculated from Line Amounts field. I do not believe this answer addresses his specific question; however, it does speak to the topic.

2014-05-20 AM - Open Discussion

• Debugging an ADempiere Customization build.xml issue - Gaurav solved the issue right after our discussion. He will be sharing the results.
• 0:20:00 Debug Import Products - with some general questions about product, product category, and product classification
  • Here is the view we used to find the use of Product.Classification
  • Here is the query: select * from X_ReferenceSearch_V where lower(code) like '%classification%'
• 0:38:00 ADempiere 3.8 vs iDempiere - given my preference for iDempiere, should a company using ADempiere 3.7 Libero Manufacturing consider switching to iDempiere.

2014-05-15 AM - Open Discussion

2014-05-13 AM - Open Discussion

• Debugging or resolving why a window will not show for a given role
• 0:02:15 - updating language record to drive date format - not resolved

2014-05-08 AM - Backups of Primary, Restore to Test, Final Go-Live

2014-05-08 AM - Open Discussion

• Print Format logos
• 0:10:00 Print Format tax detail
• 0:12:45 Purchasing tax
• 0:15:00 Debug an issue where a new Role's Menu is not showing windows when logging in as this role. Needed to run 'Role Access Update'.
• 0:26:15 How to know what table was used when calling the ASI dialog.

2014-05-06 AM - Import Open Documents

2014-05-06 AM - AM Open Discussion

• Rumman's Product Category and Tagging reporting - refining the solution - update the system to get reports to treat Product Category like Product Window Search treats Product Category - Find and include all sub product categories.
• 0:19:00 Importing Tags, Tag Values for Products
• 0:30:00 Product attribute set instance - what is the ideal situation where you would use instance attributes for a product?

2014-05-01 PM - Object Tag and Search Demonstration

• Introduction to the project
• 0:01:00 Tags and Tag Values
• 0:01:45 Business Partner Tagging
• 0:03:15 Product Tagging
• 0:04:15 Tag Search Results
• 0:11:30 the Where Clause
• 0:13:30 Adding new tag sources and adding new tag points
• ------- How to Remove the Plugin - needed so that I can demonstrate how to install later ----------
• 0:17:45 Stripping out the plugin
• 0:21:00 Restore the database
• 0:25:00 Start up the Application Server
• 0:27:00 Summary of how to export a plugin from Eclipse
• 0:28:30 Install the Object Tag and Search iDempiere plugin
• 0:30:50 Installation difference this project and Document Validation - how to upgrade all three tools (Dev Env, Server, Database)
• Link to page with upgrade commands
• 0:38:45 Jenkins continuous integration - builds iDempiere regularly
• 0:40:30 How to Create a new Column in a Table

2014-05-01 AM - Purchase and Sales Tax

• Relationship between Business Partner, Product and Tax Rate
• 0:03:00 Setting tax on an order line. User's ability to override line tax rate.
• 0:05:30 Relationships between order header, order line and order tax records
• 0:07:00 Tax source code - how to debug how iDempiere chooses the right tax rates
• 0:10:50 Review of Tax Rate window
• 0:23:00 Discussion of Avalara tax calculation and filing service
• 0:27:00 Reference to download US taxes by Zip code (zipcode)
  • Link to XLS that will convert taxrate.com output into SQL iDempiere Tax Rate insert statements
• Reference: http://wiki.adempiere.net/Tax_Setup
• 0:29:00 Accounting impacts of a tax rate
• 0:29:45 Managing multiple taxes (State+County+City) or (multiple compound taxes)
• 0:40:00 Sales Tax reporting

2014-05-01 AM  - Open Discussion

• Importing open documents - quick starter discussion
• 0:05:30 Discussion about how to set the Sales Price as a function of your cost (assumes Lot Costing)
• 0:23:00 Planning around product schedules. What if a vendor pushes back a deliver date - how does a production planner know the impact on manufacturing? What if a contract manufacturer pushes back a deliver date - how does customer service know to communicate with a customer?

2014-04-29 PM - Open Discussion

• Automating (ETL) the import of records into I_Product
• Adding custom field in import tables (I_Product, I_BPartner, I_Invoice, I_Order, I_Payment, etc...)
• 0:06:00 Using Model Validator with the Import process to propagate custom fields
• 0:10:15 Adding a process (with parameters) to the scheduler
• 0:12:30 How to create a reference to your newly created I_Product fields (custom fields) from code
• 0:16:15 How to modify and deploy the ImportProduct class itself
• 0:25:30 Document Archiving - keep invoices after they have been printed. Moving attachment and archive storage to a file server
• 0:32:00 Month close document control - how to lock down certain document types
• 0:37:30 Oracle Export/Import error

2014-04-29 AM - Role Discussion

• Introduction
• 0:01:15 Relationship between the Role and the User
• 0:02:50 User level field
• 0:04:15 Manual check box field
• 0:06:15 Master Role (link to best practices in creating sub/master roles)
• 0:12:40 Workflow fields (Currency, Approval Amount, Accumulated, Approve Own Documents)
• 0:14:45 Menu Tree - see recommendation below
• 0:18:15 Preference Level
• 0:19:30 Show Accounting check box and Access Advanced check box
• 0:23:15 Organization Tree - Needs Action!!!
• 0:23:45 Can Report and Can Export
• 0:24:05 Personal Lock and Personal Access
• 0:24:40 Confirm Query Records and Max Query Records
• 0:28:00  Overwrite Price Limit
• 0:28:45 Maintain Change Log - Needs Action!!!
• 0:30:10 Access All Orgs and Use User Org Access
• 0:31:50 Allow Info Account and Allow Info Schedule
• 0:33:20 Org Access sub-tab
• 0:33:40 User Assignment sub-tab
• 0:33:50 Window Access sub-tab
• 0:38:00 Process Access sub-tab
• 0:38:50 Form Access sub-tab
• 0:39:00 Info Access sub-tab
• 0:39:20 Workflow Access and Task Access sub-tabs
• 0:39:50 Document Action Access sub-tab
• 0:40:30 Included Roles sub-tab
• 0:45:00 Role Data Access Window
• 0:50:00 Using Context to limit visibility
• 1:00:00 Evaluating context logic - includes an example

1. You have one menu for IT. This menu will inherently be unintelligible to anyone else.
2. You have one menu for everyone else. This menu needs to be nicely formatted and logical.

2014-04-29 AM - Open Discussion

• Project Accounting introduction
  • Introduction
  • 0:02:30 Set up accounting to tag projects at the general ledger
  • 0:03:40 Demonstrate/example
  • 0:07:45 Setting up your project
  • 0:12:00 How projects are used
  • 0:15:00 Expense Report - place to log time and issue product to a project
  • 0:17:00 Seeing the phase/task details at the general ledger
• 0:18:00 Deploying ZK changes - link to discussion
• 0:23:30 Organization tree structure - how to create a parent summary organization to consolidate financial reports
• 0:30:00 Creating a trial balance (link to instructions -> Accounting Financial Reporting)
• 0:31:45 Export/Print Chart of Accounts COA
• Link to Interactive Trial Balance
• 0:34:45 Integrate Asterisk with ADempiere - Adaxa
• 0:36:46 ASI soon to come enhancement to iDempiere (better barcode scan, pick, pack, etc..)

2014-04-25 AM - Open Discussion

• How to answer the question: "What Does XXX Field do?"
  • Right-click on the field under question, choose change log. Look for the column name in the upper-left corner of the dialog.
  • In the same window, click on the record count in the upper-right corner (ex: 1/1) to learn the table.
  • Search code (Ctrl+Shift+T) for the table's Class. This will be 'X_Table_Name' for the system generated model. If a developer has extended the system generated model, it will be called 'MTable_Name'.
  • Find uses of the field in MTable_Name (if any). Else, find uses of the field in X_Table_Name.
  • Right-Click on the field/methods to find references.
• 0:14:00 quick tax discussion
• 0:19:30 how to limit visibility to a specific window based on Role/User without modifying code. This is a very power concept.
• 0:31:00 Document Validation project - Model Validator / Validate Order / Order Validator - how to make use of DocAction to support validating and ensuring the user's docaction is correct per validation.

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