Open Source ERP Academy

Course Management

ERP Project Management

  1. Project Planning
  2. Happy Path Use Case
  3. Project Resources

Learn (Basics) - Using GardenWorld - Includes what 80% of users touch 80% of the time

  1. Getting Started
  2. Choose an iDempiere Distribution
  3. Installation (includes RDS and SSL - poor man's firewall, VirtualBox)
  4. Server Management (including backup, restore, phppgadmin, psql, disaster recovery, os user management chmod)
  5. Environment Management (first installation to production system - including golive checklist)
  6. Login
  7. Navigation
  8. Business Partner Basics (includes creating new users)
  9. Product Basics
  10. Charge Basics
  11. Organization and Role
  12. Order Management (Document Type, ...)
    1. Purchase Order Management
    2. Sales Order Management
  13. Precision (UOM, Currency, Price List, Costing)
  14. Material Receiving and Invoicing
  15. Material Management (Storage, Warehouse, Locators, Inventory Move and Physical Inventory)
    1. Date Material Policy and Movement Attributes
  16. Accounting (Schema, Trial Balance, Sub-Accounts, COA, Financial Reporting, Calendar, Period)
    1. GL Journal
  17. Requisitions (includes good workflow approval process, commitment or encumbrance accounting)
  18. Production (Simple Manufacturing)
  19. Shipping and AR Invoicing (Pick ticket)
  20. Invoicing, Payments and Allocation (Batch)
  21. Bank and Bank Statements
  22. Multi-Currency Accounting
  23. Libero (Complex Manufacturing)
  24. Customer and Vendor RMA (return or uplift)
  25. Serial and Lot Tracking
  26. Product Attributes, Serial, Lot (Attribute Sets, Attribute Values, Attribute Set Instance or ASI, etc..)
  27. Product Costing (Cost Element, Method, Type, Level, Future, Import, Reporting)
  28. CRM Customer Relationship Management
  29. Request Architecture (used for... ticketing, scheduled and corrective maintenance, scheduling, crm, drip marketing, inbound email support, ad-hoc workflow, etc...)
  30. Fixed Assets
  31. Swing Client
  32. Payroll
  33. Credit Management and Partner Relation
  34. Budgeting, Forecasting and Cash Planning
  35. Replenishment
  36. Landed Costing
  37. Projects (project accounting, timesheet accounting)
  38. Project Production/Manufacturing (watch Project first)
  39. Outsourced Production/Manufacturing (watch Project Production first)
  40. Resource Scheduling
  41. Document and Record Templates
  42. Open Source License Information (copyright, GPL, MIT, etc...)

Primers

  1. Accounting
  2. SQL Database Primer (and trouble shooting, locks, debugging, timezone, aggregate, performance, wal, cte, epoch)
  3. Eclipse and Java Primer
  4. Excel Macros Primer
  5. Linux Primer (includes connecting, file transfer, tunnel, troubleshooting, disk size, creating users, debugging scripts, rsync, ttyd)
  6. aichat Primer
  7. nginx
  8. Linux Containers Primer (Incus,LXD/LXC)
  9. Networking (IPv6)
  10. AWS Primer
  11. Passwords, gpg/pgp, Age, Rage, Credentials, Authentication and Secrets Primer
  12. Python Primer (pip, jupyter, langchain)
  13. Node Primer
  14. Markdown
  15. Whisper (openai)

Configure - Create your Own Client - Much more detail that what is covered in the Learn section

  1. Create 'Your' Client (create and import your COA)
  2. Production Installation and Hosting - (overview)
    1. Small System - less than 10 concurrent users
    2. Medium System - less than 100 concurrent users
    3. Large System more than 100 concurrent users (hot standby - read replica)
      1. iDempiere and PostgreSQL Database Performance Tuning (pgbadger)
      2. Installing iDempiere on Amazon’s PostgreSQL RDS Database
      3. Separating WebUI Hosting from Services
      4. haproxy - Application Server Load Balancing
      5. pgbouncer - Database Connection Pooling
      6. Separate iDempiere Reporting Platform or Data Warehouse
    4. Backup, Restore and the Go-Live Process
    5. OpenVPN and Wireguard Discussion, Configuration, and Installation (better firewall option, ufw)
    6. SSH Tunnels to Access Sensitive Data and Applications (Windows to Linux  and  Linux to Linux - phpmyadmin, phppgadmin and the iDempiere Server Monitor/Manager)
  3. Cash and Accrual Posting
  4. Record Import (upload Products, Business Partners, csv,json or just about anything... SQL, NextID, UUID)
  5. Managing Language/Translation (including locale, date and number format, and adding new languages)
  6. Sales, Purchase and VAT Taxes (parent, GST, PST, etc...)
  7. Withholding Tax
  8. Price List (upload missing entries, schema)
  9. Discount Schema, Discount Strategies and Promotions (reference price list and price list schema)
  10. Payment Terms and Aging - (includes prepayment)
  11. Printing (Print Format and Jasper Report - creating and deploying a Jasper Report to iDempiere from scratch)
  12. Commissions and Royalties
  13. Email Configuration and Usage (alpn)
  14. Request Email Processor – How to consume email (imap) into iDempiere (CRM, Support Tickets, Web forms, etc...)
  15. Invoice Delivery (Email and Print) and Dunning Run
  16. Drop Shipping
  17. Payment Selection (check run or payment run)
  18. Accounting - Petty Cash Drawer
  19. Accounting - Creating a custom posting user element or column to accounting schema dimensions
  20. Credit Card Processing (AP)
  21. Credit Card Processing (AR)
  22. Small Business Web + POS + Phone + Counter Sales
  23. Inter-Company Transactions, Transfer Pricing and Counter Documents
  24. End of Year (EOY) Accounting Close Process and Reporting (retained earnings)
  25. GL Distribution - swap account elements (Org, Account, Prod, BP, etc...) before a document posts. Example: swap revenue account to support Sales Region, Country, or BP based revenue recognition
  26. Customer and Vendor RMA - manual at go live  (return or uplift)
  27. Schedule Emailed Reports and Processes (scheduler)
  28. Tasks
  29. Alerts - sending notifications via email (with attachments)
  30. Loans
  31. Post Dated Checks (Reference SAP Transfer Posting abilities)
  32. Data Export (includes high-volume)
  33. High Volume PSQL Export Query Results from DB to CSV File
  34. Create an Additional Accounting Schema
  35. Charts, Dashboards, Cockpits, and KPI
  36. Mobile Interface
  37. Recurring (Payments, Receipts, Invoices, GL Journals, Orders and Projects)
  38. Document Management (including attachments)
  39. Document Management 2.0 (DMS)
  40. Rental, Contract or Fleet Accounting Management
  41. Contract Management (Simple implementation)
  42. Logistics - how to model logistics operations in iDempiere
  43. Consignment Inventory
  44. Document Sequence (Primary Keys, Search Keys [value], Document No)
  45. Workflow (general workflow options and demo of traditional workflow)
  46. Workflow vs Request Architecture
  47. Kanban Board and Ad-hoc Workflow (Requests)
  48. Replication (includes references to webstore and POS integration)
  49. PostgreSQL Foreign Data Wrapper (FDW) for data migration - replication
  50. Multiple-Site iDempiere Replication with FDW
  51. Sales Region - Relation with Sales Rep and Accounting
  52. Product Unit of Measure (UOM) Conversion Demonstration 
  53. Add UOM Field to Existing Windows
  54. Quick Info Widget - Right-side Panel Help, Insights and Zoom - Great for CRM
  55. Info Window - Creating custom search dialogs
  56. Clearing Not-Invoiced Receipts (NIR) and Inventory Clearing (IC) Open Balances
  57. Password Rules
  58. Creating a User that is Shared by Multiple Clients
  59. Home Page Activity (Activities) Count, Link and Zoom

Audit - Starts The Moment You Commit

  1. Documentation (see: Project Planning)
  2. Mock Go-Live Strategies
  3. Go-Live Inventory and Accounting Import (upload/establish opening balances)
  4. Backup, Restore and the Go-Live Process
  5. BSD - Balance Sheet Defense
  6. Automated Import Using ETL (Talend)
  7. Audit Summaries - your window into issues
  8. iDempiere Testing and Populate Framework - Recommended
  9. Automated and Regression Testing with FitNesse and Selenium
  10. Issues - known issues that cause problems
  11. End User go-live documentation (help, comment, tip-strips, descriptions, etc...)

Administration and Troubleshooting

  1. Problem Solving, Debugging, Reviewing Logs, and Trouble Shooting Issues - server crash, GC garbage collection
  2. Upgrade iDempiere - Keeping Your Application, Database and Code Up-To-Date
  3. Deploying and Controlling Plugins via OSGi Telnet Console
  4. Security and Stability (crowdsec)
  5. Monitoring (Website, Monit, DIY, Process, Java Heap)
  6. Installing a Plugin using the Felix Console (plus installing plugin jars manually)
  7. apache and haproxy server timeout (proxy,max connection, server error)

Customization

  1. Development and Deployment Best Practices - beginnings of a customer and developer bill of rights
  2. Important iDempiere Documentation
  3. Add your own logos, favicon, tab text
  4. Development Environment (eclipse)
  5. Automated Scripted Release Deployment
  6. Architecture - including context, window tab field, table column, data access level, more...
    1.  Column SQL – Virtual Column
    2. Dynamic Validation - Limit field drop down options
    3. Setting Field Default Values - value preference, table and column default logic, window-tab-field default override
    4. Plugins, Packins and the Deployment Options to Connect Them (AdempiereActivator vs Incremental2PackActivator)
    5. Scripting
    6. iDempiere Developer Documentation
    7. Find iDempiere OSGi Plugin Interfaces or Extension Points
  7. Logging
  8. JVM Java Memory Profiling (JProfiler, VisualVM, JConsole)
  9. Loading and Saving Data using Model Persistence (db.java, database, transaction, timeouts, SQL)
  10. Quickly Create a new iDempiere Window From Scratch (includes adding a new drop down field pointing to a different window)
  11. Window Zoom Conditions - basic and advanced zooming options
  12. User Settings and Preference Tables (AD_Tab_Customization, AD_UserQuery, Search, Grid)
  13. Make Data from Other Sources Available from Current Window (Zoom Across, Sub-tab, Quick Info, Column SQL)
  14. 2Pack - Pack In - Pack Out
  15. Quick or Rapid Data Entry Options
  16. Product Scan Customization Example (beginner) - create and start plugin, Column SQL, Generate new Model, Create new Table and Window, Model Validator, Process, Deploy new code to Production via felix, pull plugin into a new Development Environment.
  17. Product Lot and Serial Scan Customization 2.0 iDempiere Plugin (serial and lot barcode scan to both iDempiere Attribute Set architecture and to a custom table)
  18. Document Validation Customization Example (advanced)
  19. Document Validation Version 2.0 (full iDempiere plugin)
  20. Object Tag and Search
  21. Enhanced Cycle Count
  22. Create Database Read Only User for Reporting - biaccess
  23. Reporting Directly from Excel (XLS)
  24. Business Intelligence (BI) Reporting (Jasper BI)
  25. Business Intelligence (BI) Version 2 – Metabase or Grafana (Preferred)
  26. Tableau Data Visuationlization (BI) Reporting
  27. Sample Customer or Vendor Statement Report
  28. Offering iDempiere in a SaaS Environment
  29. Creating Forms (like Google Forms or SurveyMonkey)
  30. Combined Aging
  31. Department Accounting (using Activity to create Departments)
  32. Updating iDempiere Core Project (includes building/deploying from Jenkins and Eclipse)
  33. Mercurial Source Code Control
  34. Git Source Code Control
  35. Mercurial Source Code Control Server (SCM)
  36. ADempiere Customization
  37. Import Validator - modify import processes without modifying core code.
  38. GL Transaction Validator - inspect or modify fact_acct posting records before they are posted or execute business logic after a document is posted.
  39. Jenkins Continuous Integration Build Server
  40. Customize iDempiere Look and Feel Theme
  41. Conditionally Change Color of a Window or Grid Field based on Window Type to Data (CSS, Ex: SO Orange and PO Blue)
  42. Warehouse Locator Enhancement
  43. Warehouse and Locator Scan Footprint Alternative
  44. Product Attribute Set Instance (ASI) Lot Serial Enhancement
  45. Integrating iDempiere with External Systems
  46. Web Services (SoapUI, Talend, Eclipse, Command Line)
  47. GPG, GnuPG, OpenPGP Encryption and Decryption
  48. Web Store and Point of Sale (POS) Integration Techniques
  49. Magento Installation
  50. Magento and General Webstore Quick Start - includes discussion of POS, nTier commerce, Groupon, ebay, etc...)
  51. Multiple Organizations where One Sells and the Other Manufacturers, Stocks and/or Imports
  52. Customer Replenish Class deployed with an OSGI Fragment
  53. Replenishment 2.0 - iDempiere Plugin
  54. Libero Mfg Plugin for iDempiere Installation - shows to download plugin from code and build new version
  55. Time-Based Relative Searches (Hours, Days, Months)
  56. Quick Search - super fast way of finding any record/document (Order, BP, Product, Payment, etc..) from a single search box.
  57. Quick Search Version 2 - option that is already built into iDempiere (preferred)
  58. Advanced Search - search for orders, invoices, etc.. by line information.  Add as many columns and details as you wish. This enhancement also improves Business Partner Info to enable zooming to the documents.
  59. Business Partner Name Version Customization - solution where you can change the name of a Business Partner, keep the same Business Partner ID/Record (and all of its history) intact but still be able to produce historical documents with the correct historical name.
  60. Address Location Formatting - (C_Location_ID, C_BPartner_Location_ID and google maps link using Quick Info)
  61. Role Access Visibility -  helps you create your own roles
  62. Advanced Role Data Access Scenarios
  63. Daily Banking - Bank Account cash balances and projection
  64. Notification Run - mass email, printed pdf and sms engine
  65. Workflow - Using Workflow to Create an Approval Process for Physical Inventory
  66. Workflow email -  add email notification (with attachment) to the document (order) workflow completion process
  67. New Print Format - Create Print Format with View From Scratch
  68. CRM Mass Mailer (Customer, Vendor, Promotion, Service, can also be use to source email)
  69. High-Volume Record Count Upload/Import - demonstrated using CRM Lead records
  70. Slow Moving Stock Report - good example of in-window reporting and 2pack (pack in and pack out)
  71. Create Product Tree and Report by Summary Product - uses a recursive function to iterate down multiple tree nodes
  72. Department (departmental) Accounting and Financial Reports - how to reuse the Activity concept for Departments
  73. Creating a Single Financial Report to show multiple Departments, Projects, etc.. as separate columns
  74. iModelFactory and POWrapper – Extending an Existing Model with New Fields. Includes Trx Org discussion.
  75. Adding DocOptions and DocActions - How to add the Prepare action to a shipment/receipt
  76. Customizing The iDempiere Accounting Engine (fireDocValidate(), fireFactsValidate() and IDocFactory)
  77. ChuBoe Trial Balance - quick and easy way to view summarized trial balance details (use as Customer/Vendor Statement)
  78. Add Resource Assignment to a Project Line
  79. Creating a Website Based on iDempiere - JSF, Java Server Faces, Primefaces
  80. Using a normal iDempiere Window to act like an iDempiere form (and color using AD_Image)
  81. Calling a Process from another Process (from code)
  82. Automating GL Journal creation from a Report - (EOM GL Journals and Project WIP Time Clock Entries)
  83. Timesheet Log Entry, Approval, Reporting and Invoicing (Expense Report and Request)
  84. EDI - Electronic Data Interchange
  85. Graphing Historical Inventory Values (QtyOnHand) over Time
  86. Materialized Views – Caching Data in the Database to Make Views Much Faster
  87. Create a Multi-Selection and Rank tab
  88. Limiting Options in a Drop Down or Records in a Window by creating a Link Table to Restrict Access - example: only show warehouses where the user has been given access
  89. Production Order with multiple finished goods - can be used for disassembly and creation of By-Products
  90. Production Order with Fixed BOM Line Quantity
  91. Reverse Logistics (breakdown, decompose, dismantle, reuse, disposal, remanufacturing, refurbishing)
  92. Kitting at the Time of Order - expanding a BOM in your Sales Order
  93. Expense Products After Material Receipt
  94. How to Convert Numbers into Words (Payment or Check Printing)
  95. Change/Script the Document Status (DocAction) on many records at once (mass complete or reverse any document)
  96. Posting and Financial Analysis of Shared Physical Warehouses
  97. AP vs AR and Regular vs Credit Memo Multiplier Functions
  98. Advanced Text Formatting and Aggregation Using a Function
  99. Convert Rows or Arrays to Comma Delimited Strings
  100. Employee Organization Chart / Tree (HR Human Resources Example) (Recursive)
  101. Field Validation with WEditor, ListDataListener, ContextMenuListener, IZoomableEditor, IEditorFactory
  102. BOM Drop (Sales Product Configurator, Quote Estimator, Make to Order)
  103. Multiple BOM per Product
  104. User Query - Saved Searches - how to view, copy/share, delete saved window searches
  105. Clean Part Number (CleanMPN)
  106. Dynamic Labels (label changes based on the data in your record/system)
  107. Create a Change Log for Text Long Field
  108. Update Period Name with YYYY-MM Formatting
  109. Update Charge Name to Include Account Number Suffix

ERP Academy iDempiere Releases

  1. Overview
  2. ERP Academy iDempiere  Distribution Release Work Instructions
  3. 20170113
  4. 20170530
  5. 20180126
  6. 20200330 - Logilite 6.2
  7. 20201004 - Logilite 7.1
  8. 20231218 - Logilite 9 development environment setup guide

Other Resources

  1. Zellij
  2. Nushell
  3. Starship Prompt CLI
  4. Github for project management
  5. Kafka Introduction
  6. Machine Learning as it Relates to ERP
  7. Create iDempiere Demo System - Automated
  8. OFBiz quick evaluation
  9. Metasfresh quick evaluation
  10. Meteor JavaScript Application Framework
  11. Camunda BPMN Business Process Modeling and Notation - also DMN or Data Table Lookup
  12. Script to Create a New Linux User with SSH Key
  13. AWS Tools and Scripts (dynamic DNS, change size disk/volume/block)
  14. Adminer PostgreSQL Admin Tool Review
  15. Pinta Work Instructions
  16. Spinning Wheel Processing Webui - Chrome
  17. 2015 iDempiere World Conference
  18. NFS Server on Ubuntu (File Share)
  19. MySQL Integration Topics
  20. NixOS
  21. dbt - Data Transformation Pipeline Warehouse
  22. Lightdash - coming soon... - BI designed for lightdash - see dbt page for demo
  23. World Clock Timezone Convert
  24. node, react, nvm, npm