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

Setting up a Compiere menu item


The user menu is your default tree, and is accessed through the System Administrator role. You can find the Menu item in the screen tree:

The above screenshot illustrates a typical window set-up, which is done as follows:

  1. 1. Create a new menu item by clicking on the New button. Enter a name and a description.

  2. 2. Define its action type: A menu item's action type can be a Window, Form, Process, Report, Task, or Workflow. Link an AD item to the menu, which is illustrated above, where window Sales Order is linked to the Sales Order menu item.

  3. 3. Move the menu item in context of the main menu tree for users understanding and access.

Note

It is recommended that you define your own windows, or copy from the existing dictionary, for customizations. Because dictionary (system) defined items may be overwritten during the process of migrating to a new version, it is better to copy a window and customize it in the copied window (or create new). This applies to Java code as...