Book Image

Compiere 3

By : Andries L Pretorius
Book Image

Compiere 3

By: Andries L Pretorius

Overview of this book

Compiere is a world leading open source commercially supported ERP system. Very large companies have already chosen Compiere over traditional systems. By its nature ERP is a complex subject and while you may be familiar with ERP this book will introduce you to the concepts of Compiere. Here you will learn the Compiere essentials quickly and concisely.The aim of this book is to get you up and running with Compiere through a practical hands on approach. This book will also give you an overview of the main Compiere business process aspects. This book will help you get comfortable with using and exploring the Compiere system as you prepare for a roll out in your organization.Maturing from an open source project to a leading edge competitor in the ERP space, Compiere offers what other traditional big name systems lack. Offering its best of class functionality on a model driven architecture, the latest enterprise platform independent web technologies (GWT, Java, JBoss, Oracle, Postgress), while maintaining openness, value, flexibility, scalability and most of all an integrated ERP platform that can be extended upon with ease.In this book we will introduce you to understanding Compiere functionality exploring the different essential business processes. We will cover the setup, the business processes of sales, purchasing, inventory, financial management as well as advanced aspects like workflow, project planning and migration.Every chapter is illustrated by example so as to facilitate quick and practical reading. This is not a Java programming manual and the book’s aim is to take your basic knowledge of the ERP environment and ensure a proper practical understanding of the critical functional aspects during the Compiere implementation process.
Table of Contents (13 chapters)
Compiere 3
Credits
About the author
About the reviewer
Preface

Creating a user


During the initial phases of a Compiere installation, you will need to create user access roles and the user detail. Users may not necessarily have a User Role assigned to them. Such users are referred to as Contacts. If this field users have roles assigned to them they will be able to log in to the system and perform tasks that are allowed, as per their Role access level.

Users are created through the User menu item, which opens to the following window:

The basic steps in creating a user are as follows:

  1. 1. Assign the user a login name. This must be unique.

  2. 2. Link to a Business Partner. Where users are employees of the company, it is suggested that you create a Business Partner with the same name, but defined as an Employee.

  3. 3. Assign the user a password.

  4. 4. Enter more informational details regarding the user, such as email address, phone, fax, and any other detail that may be required.

  5. 5. Assign a role to the user: