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

Chapter 3. Customers and the Sales Process

Capturing your transactional relationships about and with Customers is a requirement for any successful sales organization. Managing your customer and sales process entails master data management, order fulfillment, invoicing, and linking to inventory shipment processes.

In this chapter we will illustrate the following:

  • Defining Business Partners, credit management, and leads

  • Overview of Sales Order to Invoice processing

  • Dealing with different types of orders and their transactional implications

  • How to generate Sales Invoices

  • Open Orders, Invoice Inquiries, and Reporting on Sales

  • Returns Management, and how commission calculations are facilitated

  • Give an overview of the accounting consequences of Sales processing

The processes mentioned in this chapter are applicable to all versions of Compiere.

The Sales Overview

In order to make sales you require information about the entity that you are doing business with, and you need to ensure that your processes reflect...