This document contains an initial interview form for implementing Openbravo QuickStart. It includes questions about the company's general information, organizational structure, master data like business partners and products, procurement processes, sales and distribution, inventory management, financial management, users and roles, and deployment and backup. The objective is to identify key configuration settings and any gaps between the software and customer requirements. Consultants are instructed to use the responses to properly set up the software implementation.
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OfficeCentral User Manual (English) - Human Resources Management SystemKhairun Nisa Aziz
OfficeCentral User Manual (English) - Human Resources Management System
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Getting started with mca reports (in xbrl format) | Tally Corporate Services ...stannventures.Pvt.Ltd
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OfficeCentral User Manual (English) - Human Resources Management SystemKhairun Nisa Aziz
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OfficeCentral User Manual for Payroll Management (English) V1R1venturesmarketing
OfficeCentral is a system that uses cloud technology (internet cloud-based software) and includes essential modules to manage a company, namely HRMS, Salary Calculation (Payroll), Accounts, and Customer Management (CRM).
OfficeCentral is a web application specially designed for small and medium industrial companies to manage companies more efficiently and smoothly.
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Seu purchase requisition management systemSaifur Rahman
This project is based on purchase module. It has features of create requisitions , multi-level approval system, order cretion, recieving, different reports etc
If the assessing officer is satisfied that the total income of the buyer justifies the collection of TCS at a lower rate, the assessing officer shall, on an application made by the buyer in Form 13, give to him a certificate, as may be appropriate for the collection of tax at such lower rate. For more info visit : www.attitudetallyacademy.com
OfficeCentral User Manual (English) - Global ConfigurationsKhairun Nisa Aziz
OfficeCentral User Manual (English) - Global Configurations
Sign up for a free OfficeCentral trial at http://www.OfficeCentral.com.my or get more details at http://www.OfficeCentralCloud.com
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OfficeCentral User Manual for Payroll Management (English) V1R1venturesmarketing
OfficeCentral is a system that uses cloud technology (internet cloud-based software) and includes essential modules to manage a company, namely HRMS, Salary Calculation (Payroll), Accounts, and Customer Management (CRM).
OfficeCentral is a web application specially designed for small and medium industrial companies to manage companies more efficiently and smoothly.
We are providing online assistance to help you learn OfficeCentral User Manual for Payroll Management.
Seu purchase requisition management systemSaifur Rahman
This project is based on purchase module. It has features of create requisitions , multi-level approval system, order cretion, recieving, different reports etc
If the assessing officer is satisfied that the total income of the buyer justifies the collection of TCS at a lower rate, the assessing officer shall, on an application made by the buyer in Form 13, give to him a certificate, as may be appropriate for the collection of tax at such lower rate. For more info visit : www.attitudetallyacademy.com
OfficeCentral User Manual (English) - Global ConfigurationsKhairun Nisa Aziz
OfficeCentral User Manual (English) - Global Configurations
Sign up for a free OfficeCentral trial at http://www.OfficeCentral.com.my or get more details at http://www.OfficeCentralCloud.com
Jeddah Fit I have eight points to make and adjust accordingly.docxchristiandean12115
Jeddah Fit
I have eight points to make and adjust accordingly:
1) follow this Table of Contents as you can & You can see the attachment - sample plan - :
I. Table of Contents
I. Table of Contents
II. Executive Summary
III. General Company Description
IV. Products and Services
V. Marketing Plan
VI. Operational Plan
VII. Management and Organization
VIII. Personal Financial Statement
IX. Startup Expenses and Capitalization
X. Financial Plan
XI. Appendices
XII. Refining the Plan
2) Change the number of loan like this :
The total cost of starting up the business is SAR 1,640,552 where the owner,
Mr. Ahmed will provide SAR 1,235,161 . The remaining amount, which is will be funded SAR 405,391 by loan form bank.
3) Change name of owner from Mr. Ahmed TO Ms. Dania Ahmed.
4) Description and talk Repeater, please require explanation and more non-recurring details.
5) Mentioned numbers such as pricing for subscriptions on average and so on.
6) The situation is two to three years continuous and when the profit is.
7) Use Use the excel files in the attached financial numbers and add them in the plan.
The table is ready in the four attached Excel files. Just add the base numbers and calculate the rest of the table directly. Use realistic numbers not exaggerated.
8) What is the point ? (External groups are expected to raise about 25% of the total revenue of the establishment) I think it is inappropriate or incomprehensible and slightly overpriced!
Page 1 of 29
Business Plan for a Startup Business
The business plan consists of a narrative and several financial worksheets. The narrative
template is the body of the business plan. It contains more than 150 questions divided into
several sections. Work through the sections in any order that you want, except for the Executive
Summary, which should be done last. Skip any questions that do not apply to your type of
business. When you are finished writing your first draft, you’ll have a collection of small essays
on the various topics of the business plan. Then you’ll want to edit them into a smooth-flowing
narrative.
The real value of creating a business plan is not in having the finished product in hand; rather,
the value lies in the process of researching and thinking about your business in a systematic
way. The act of planning helps you to think things through thoroughly, study and research if you
are not sure of the facts, and look at your ideas critically. It takes time now, but avoids costly,
perhaps disastrous, mistakes later.
This business plan is a generic model suitable for all types of businesses. However, you should
modify it to suit your particular circumstances. Before you begin, review the section titled Refining
the Plan, found at the end. It suggests emphasizing certain areas depending upon your type of
business (manufacturing, retail, service, etc.). It also has tips for fine-tuning your plan to make
an effective pre.
1 BUS B899F Assignment 1 Date due 28 November 2019.docxjeremylockett77
1
BUS B899F Assignment 1
Date due: 28 November 2019 (Thursday) 5 December 2019
Weighting: 5% of the total marks for this course
Length: You are advised to write no more than 3,000 words for this assignment.
Important note:
a. As a mechanism to maintain academic integrity, students are required to
submit both hard and soft copies of their assignments as below:
i. Submission of soft copy
Students should upload the Originality Report, which is downloaded after
processing by the Turnitin, to the OLE of the course by 6:00 pm on the
submission due date. The Originality Report uploaded to the OLE should
be in pdf format, contains the content of the student’s assignment, the
results of an originality check with highlight of matching text. The user
guide of Turnitin is available on the OLE for reference.
Students should upload a soft copy of the assignment to the OLE of the
course by 5:00 pm on the submission due date. Files uploaded to the OLE
should be prepared in Microsoft Word. Please refer to the quick start
guide for submission of assignments to Turnitin.
ii. Submission of hard copy
Students should put a hard copy of the Turnitin Originality Report, in the
collection box on 8/F in Block A or 7/F in Block B by 6:00 pm on the
assignment due date.
iii. 10% of the marks awarded to the assignment will be deducted for each
day it is overdue until both hard and soft copies are submitted the soft
copy is submitted.
Students are allowed to upload their work in Turnitin once per
assignment. Please don’t upload the work to Turnitin in the last minutes
as it takes time to generate the Originality Report. Students must ensure
that the content of both the hard and soft copy are identical. In case of
discrepancies between the two copies, only the hard copies of your
assignment with the Turnitin Originality Report will be graded and
returned.
b. Please include a word count at the end of your assignment. Please note that
the tutor is given the discretion to deduct marks for exceeding the word limit
2
or to disregard the content after the word limit is reached.
3
Tasks: (100 marks)
Before you write this assignment, please consider some issues relating to
business ideas, including formulating a business idea; exploring and clarifying
the possible problems associated with the idea; and evaluating the idea.
This assignment should include business proposal sections 2-4 (see the appendix
for details):
1. Introduction, including the reader to your business idea and preview of
content of the proposal; (20 marks)
2. Company overview, including company profile/proposed organization, and
the mission, vision and goals of the business; (30 marks)
3. Proposed business, including purposes and values of the business, proposed
product/service, target customer, core competences for achieving the
business goals etc. (50 marks)
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State of ICS and IoT Cyber Threat Landscape Report 2024 previewPrayukth K V
The IoT and OT threat landscape report has been prepared by the Threat Research Team at Sectrio using data from Sectrio, cyber threat intelligence farming facilities spread across over 85 cities around the world. In addition, Sectrio also runs AI-based advanced threat and payload engagement facilities that serve as sinks to attract and engage sophisticated threat actors, and newer malware including new variants and latent threats that are at an earlier stage of development.
The latest edition of the OT/ICS and IoT security Threat Landscape Report 2024 also covers:
State of global ICS asset and network exposure
Sectoral targets and attacks as well as the cost of ransom
Global APT activity, AI usage, actor and tactic profiles, and implications
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Major cyber events in 2024
Malware and malicious payload trends
Cyberattack types and targets
Vulnerability exploit attempts on CVEs
Attacks on counties – USA
Expansion of bot farms – how, where, and why
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Why are attacks on smart factories rising?
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Axis of attacks – Europe
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Download the full report from here:
https://sectrio.com/resources/ot-threat-landscape-reports/sectrio-releases-ot-ics-and-iot-security-threat-landscape-report-2024/
Software Delivery At the Speed of AI: Inflectra Invests In AI-Powered QualityInflectra
In this insightful webinar, Inflectra explores how artificial intelligence (AI) is transforming software development and testing. Discover how AI-powered tools are revolutionizing every stage of the software development lifecycle (SDLC), from design and prototyping to testing, deployment, and monitoring.
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Slack (or Teams) Automation for Bonterra Impact Management (fka Social Soluti...Jeffrey Haguewood
Sidekick Solutions uses Bonterra Impact Management (fka Social Solutions Apricot) and automation solutions to integrate data for business workflows.
We believe integration and automation are essential to user experience and the promise of efficient work through technology. Automation is the critical ingredient to realizing that full vision. We develop integration products and services for Bonterra Case Management software to support the deployment of automations for a variety of use cases.
This video focuses on the notifications, alerts, and approval requests using Slack for Bonterra Impact Management. The solutions covered in this webinar can also be deployed for Microsoft Teams.
Interested in deploying notification automations for Bonterra Impact Management? Contact us at sales@sidekicksolutionsllc.com to discuss next steps.
UiPath Test Automation using UiPath Test Suite series, part 3DianaGray10
Welcome to UiPath Test Automation using UiPath Test Suite series part 3. In this session, we will cover desktop automation along with UI automation.
Topics covered:
UI automation Introduction,
UI automation Sample
Desktop automation flow
Pradeep Chinnala, Senior Consultant Automation Developer @WonderBotz and UiPath MVP
Deepak Rai, Automation Practice Lead, Boundaryless Group and UiPath MVP
Generating a custom Ruby SDK for your web service or Rails API using Smithyg2nightmarescribd
Have you ever wanted a Ruby client API to communicate with your web service? Smithy is a protocol-agnostic language for defining services and SDKs. Smithy Ruby is an implementation of Smithy that generates a Ruby SDK using a Smithy model. In this talk, we will explore Smithy and Smithy Ruby to learn how to generate custom feature-rich SDKs that can communicate with any web service, such as a Rails JSON API.
Neuro-symbolic is not enough, we need neuro-*semantic*Frank van Harmelen
Neuro-symbolic (NeSy) AI is on the rise. However, simply machine learning on just any symbolic structure is not sufficient to really harvest the gains of NeSy. These will only be gained when the symbolic structures have an actual semantics. I give an operational definition of semantics as “predictable inference”.
All of this illustrated with link prediction over knowledge graphs, but the argument is general.
Smart TV Buyer Insights Survey 2024 by 91mobiles.pdf91mobiles
91mobiles recently conducted a Smart TV Buyer Insights Survey in which we asked over 3,000 respondents about the TV they own, aspects they look at on a new TV, and their TV buying preferences.
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This is a hands-on session specifically designed for automation developers and AI enthusiasts seeking to enhance their knowledge in leveraging the latest intelligent document processing capabilities offered by UiPath.
Speakers:
👨🏫 Andras Palfi, Senior Product Manager, UiPath
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Securing your Kubernetes cluster_ a step-by-step guide to success !KatiaHIMEUR1
Today, after several years of existence, an extremely active community and an ultra-dynamic ecosystem, Kubernetes has established itself as the de facto standard in container orchestration. Thanks to a wide range of managed services, it has never been so easy to set up a ready-to-use Kubernetes cluster.
However, this ease of use means that the subject of security in Kubernetes is often left for later, or even neglected. This exposes companies to significant risks.
In this talk, I'll show you step-by-step how to secure your Kubernetes cluster for greater peace of mind and reliability.
Essentials of Automations: Optimizing FME Workflows with ParametersSafe Software
Are you looking to streamline your workflows and boost your projects’ efficiency? Do you find yourself searching for ways to add flexibility and control over your FME workflows? If so, you’re in the right place.
Join us for an insightful dive into the world of FME parameters, a critical element in optimizing workflow efficiency. This webinar marks the beginning of our three-part “Essentials of Automation” series. This first webinar is designed to equip you with the knowledge and skills to utilize parameters effectively: enhancing the flexibility, maintainability, and user control of your FME projects.
Here’s what you’ll gain:
- Essentials of FME Parameters: Understand the pivotal role of parameters, including Reader/Writer, Transformer, User, and FME Flow categories. Discover how they are the key to unlocking automation and optimization within your workflows.
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- Pro Tips for Success: Gain insights on parameterizing connections and leveraging new features like Conditional Visibility for clarity and simplicity.
We’ll wrap up with a glimpse into future webinars, followed by a Q&A session to address your specific questions surrounding this topic.
Don’t miss this opportunity to elevate your FME expertise and drive your projects to new heights of efficiency.
Kubernetes & AI - Beauty and the Beast !?! @KCD Istanbul 2024Tobias Schneck
As AI technology is pushing into IT I was wondering myself, as an “infrastructure container kubernetes guy”, how get this fancy AI technology get managed from an infrastructure operational view? Is it possible to apply our lovely cloud native principals as well? What benefit’s both technologies could bring to each other?
Let me take this questions and provide you a short journey through existing deployment models and use cases for AI software. On practical examples, we discuss what cloud/on-premise strategy we may need for applying it to our own infrastructure to get it to work from an enterprise perspective. I want to give an overview about infrastructure requirements and technologies, what could be beneficial or limiting your AI use cases in an enterprise environment. An interactive Demo will give you some insides, what approaches I got already working for real.
2. This questionnaire can also prove very valuable in pre-sales activities.
Guidelines for Use
This form can be used from scratch or personalized for each client before
the interview, simplifying or omitting questions that do not apply based
on the specific type of business, size, etc.
You will notice that each question is composed of three items:
1. Q: - The question
2. A: - The answer should be written here
3. C: - A tip to the consultant on how this information affects the
implementation and where it will be used.
This document should be used in combination with the Consultant's
Manual that references questions and answers listed here. That is why
each section and question is numbered so they can be easily referenced.
General Information and Organizational
Structure
Q1: What is the name of the company?
A:
C: Use this information within the Initial Client/Organization Setup section
of the Consultant Manual
Q2: What is the official location/address of your organization?
A:
C: Use this information during the Initial Client/Organization Setup.
Note: The country may affect pricing of the Professional
Localization modules, i.e. Spanish companies get the Spanish
Professional Localization for free, but a French-based company will
pay a fee for any non-French Professional Localizations.
Q3: Are you going to manage your accounting with Openbravo
QuickStart?
A:
C: Use this information during the Initial Organization Setup.
If the answer is No:
Q3.1: Does your organization exist as a legal corporation?
A:
C: Use this information during the Initial Organization Setup.
3. Q4: What currency does the legal entity operate in/report?
A:
C: Use this information during the Initial Client Setup.
Q5: What is the Tax ID of your company?
A:
C: Use this information within the Initial Organization Setup.
Q6: Do you use any DUNS code? (http://en.wikipedia.org/wiki/
DUNS)
A:
C: Use this information within the Initial Organization Setup.
Q7: Please provide logos for adjusting the look and feel of the
application to the corporate image?
A:
C: See the Company logo customization section of the Consultant's
Manual on how to set the logos and common look and feel of the
application.
Master data
1. Business Partners
Q1.1: Do you have any accounting classification for your clients
and vendors? Can you provide the accounts used for each of
them?
A:
C: Create the Business Partner Categories as explained in the
Consultant's Manual (Initial Data Configuration section) and create the
new accounts if needed (see Accounting section).
Q1.2: Which payment terms do you use with your Vendors and
Customers? Please identify the ones used in the list below and
specify if there are others that are missing in that list.
A:
C: Create the Payment Terms as explained in the Consultant's Manual
(Initial Data Configuration section).
Q1.3: Please detail which payment methods are used for Vendors
and which ones for Customers. Specify any specific behaviour
needed regarding any of the payment methods.
A:
C: Create the Payment Methods as explained in the Initial Data
Configuration section of the Consultant's Manual.
4. Q1.4: Would you like the ability to send documents (purchase
order, sales invoice...) by e-mail directly from the Openbravo
application?
A:
C: If Yes, then follow the subquestion.
Q1.4.1: Please provide your company's SMTP server's
information required to configure the emailing in the
application
A:
C: Use this information to configure email settings as described in
the Consultant's manual.
2. Products
Q2.1: Do you have any accounting classification for your expense
or revenue products? Can you provide us with the accounts used
for each of them?
A:
C: Create the Product Categories as explained in the Consultant's Manual
(Initial Data Configuration) and create the new accounts if needed
(Accounting section).
Q2.2: Openbravo QuickStart works with the following Units of
Measure related to products:
• Bag
• Day
• Hour
• Kg
• KWh
• Labour day
• Labour month
• Litre
• Minutes
• Month
• Tin
• Unit
• Week
• Year
Do you need us to create other ones?
A:
C: Create the UOMs as explained in the Consultant's Manual (Initial Data
Configuration section).
Q2.3: Do you assign attributes to your products such as Color,
Size, Material,...?
A:
C: See reference in Master Data section in Consultant's Manual.
5. Q2.4: Can you make a list of different attributes that your
products may have?
A:
C: See reference in Master Data section in Consultant's Manual.
Q2.5: Can you list the different groups or combinations of these
attributes that a product can have?
A:
C: See reference in Master Data section in Consultant manual.
Q2.6: Do you track any product using Lots Numbers?
A:
C: See reference in Master Data section in Consultant manual.
Procurement
1. Procurement Processes
Q1.1: Does the company buy materials or services?
A:
C: If the answer is NO, procurement windows and processes should be
excluded from the roles (such as Finance, etc.).
Q1.2: Openbravo QuickStart supports one purchase price list that
can be imported on initial data load. Are additional price lists
required? Do they need to be assigned to individual vendors?
A:
C: There's a generic Purchase Price list created by on initial data load, if
more price lists need to be created see the Consultant's Manual
(Procurement > Price List section).
Q1.3: Do you register purchase orders prior to receiving the
material or the invoice?
A:
C: If the answer is NO, remove the Purchase Order window, Purchase
Order Dimensional Report and Goods Pending for Receipt from the roles
(such as Finance, Material Management, etc).
Q1.4: Do you use any special numbering for Purchase Order
documents?
A:
C: Set these up as explained in the Consultant's Manual (Document
Numbering section).
Q1.5: Do you send printed purchase orders out to your vendors?
6. A:
C: If the answer is YES, a sample should be provided and configured as
explained in the Consultant's Manual (Printing Forms section).
2. Receiving Goods (Confirmation-Inbound Merchandise)
Q2.1: Where are goods received to? Is there a special part of a
warehouse where goods should be received to?
A:
C: If there's a special bin for goods receipts, when defining Warehouses
and Bins set this Bin as Default.
Q2.2: Is there any quality control?
A:
C: If the answer is YES:
Q2.2.1: Do you have a default bin for receipt goods pending to
be inspected?
A:
C: Consider this when defining warehouses and bins in the steps
following.
Q2.2.2: Do you have a default bin for rejected goods pending
to be returned to the vendor?
A:
C: Consider this when defining warehouses and bins in the steps
following.
Q2.3: Are goods received in different warehouses/bins?
A:
C: Consider this when defining warehouses and bins in the steps
following.
Q2.4: Do you use any special numbering for the Goods Receipt
documents?
A:
C: Set it up as explained in the Consultant's Manual (Document
Numbering section).
3. Invoicing
Q3.1: What document numbering is needed?
A:
C: Set it up as explained in the Consultant's Manual (Document
Numbering section).
7. Sales and Distribution
1. Sales Department
Q1.1: Is it necessary to manage sales activities?
A:
C: If the answer is NO then:
• Sales role does not need to be used
• Create Shipments from Orders form, Good Shipment window, sales
windows and reports should be excluded from any remaining roles
(such as Finance, Material Management, etc.)
2. Sales Organization
Q2.1: Openbravo QuickStart supports one sales price list. Are
additional price lists going to be used depending on the customer?
A:
C: There's a generic Sales Price list created by default, if more price lists
need to be created see the Consultant's Manual (Sales > Price List
section).
Q2.2: In the business, can prices on Sales Orders/Invoices be
modified manually?
A:
C: If the answer is NO, line amount and price fields should be made read-
only in the Lines tab of the Sales Order and Sales Invoice windows (use
Application Dictionary || Window, Tab & Field window to do this).
Q2.3: Is performance of the sales representatives tracked?
A:
C: Sales representatives should be registered as Sales Representative
Employees (enter them into the Business Partner window and check the
Employee and Sales Representative checkbox in the Employee tab). This
way, they can be selected in the transactional documents and reported on
later.
Q2.4: Can prices depend on periods of time? Can one product have
different prices depending on when it's purchased?
A:
C: This can be managed with Price list versions. See Consultant Manual
(Price list section).
3. Client Order Management
Q3.1: Do you send proposals to your potential clients?
A:
C: If YES, the Quotation document type should be used in the Sales Order
8. window.
Q3.1.1 Do you use any special numbering for those
documents?
A:
C: Set up the document sequence as explained in Consultant's
Manual (Document Numbering section).
Q3.1.2 Do you print out quotations?
A:
C:If YES, a sample should be provided by the customer and
configured as explained in the Consultant's Manual (Printing Forms
section).
Q3.2: Do you register sales orders prior to sending the goods and
invoicing the customer?
A:
C: If the answer is NO, then Sales Order window, Sales Order reports,
Generate Invoice process, Create Shipment from Orders process should
be excluded from corresponding roles (such as Sales, Finance, Material
management, etc).
Q3.2.1: Do you use any special numbering for those
documents?
A:
C: Set up the document sequence as explained in Consultant's
Manual (Document Numbering section).
Q3.2.2 Do you print out sales orders?
A:
C: If YES, a sample should be provided by the customer and
configured as explained in the Consultant's Manual (Printing Forms
section).
3.3: Do you register goods shipments once goods have been sent
to the customer?
A:
C: If NO, the Create Shipment from Orders process, the Goods Shipment
window and the Shipment Dimensional Report should be excluded from
corresponding roles (such as Sales, Finance Material management, etc).
Q3.3.1: Do you use any special numbering for those
documents?
A:
C: Set up the document sequence as explained in the Consultant's
Manual (Document Numbering section).
Q3.3.2 Do you print out goods shipment documents?
A:
9. C: If YES, a sample should be provided by the customer and
configured as explained in the Consultant's Manual (Printing Forms
section).
Q3.4: Do you use any special numbering for sales invoices?
A:
C: Set up the document sequence as explained in the Consultant's Manual
(Document Numbering section).
Q3.5 Do you print out sales invoices?
A:
C: If YES, a sample should be provided by the customer and configured
as explained in the Consultant's Manual (Printing Forms section).
Inventory Management
1. Organizational Structure
Q1.1: Does your company use inventory management?
A:
C: If NO, the Material Management role won't be used and Goods Receipts
window, Material Receipt Dimensional Report and Shipment Dimensional
Report should be excluded from corresponding roles (such as Finance).
Q1.2: List the number of warehouses, organizational needs, and
the distinct types of warehouses. If applicable, please make a
graphical design of the organizational hierarchical structure of the
warehouses.
A:
C: By default, we try to work with just one (generic) warehouse and set
up all the warehouses as bins. If not possible, create other warehouses as
explained in the Consultant's Manual (Warehouse Management section).
Q1.3: Please specify the exact location(s)/address(es) of all the
warehouse(s).
A:
C: Use this when setting up the warehouse(s).
Q1.4: Do you have a physical distribution of your warehouse? If so
detail the number and distribution of bins and the naming
convention of them.
A:
C: Bin configuration is described in the Consultant's Manual (Warehouse
Management section).
10. Financial Management
1. Financial Management
Q1.1: How is the fiscal calendar defined?
A:
C: Read the Accounting section of the Consultant's Manual to see how to
set it up.
Q1.2: Will financial users be able to open and close financial
periods?
A:
C: Used in Organization settings. See Consultant's Manual (Initial
Organization Setup section).
Q1.3: When should the system go live?
A:
C: Create fiscal years and periods according to this go live date. See the
Accounting section of the Consultant's Manual for more information on
this task.
Q1.4: Which taxes do you use in your procurement processes?
Which ones in your sales processes?
A:
C: If pre-configured taxes from the localization pack are not enough,
create them as explained in the Consultant's Manual (Taxes and
Withholdings section).
Q1.5: Which withholdings do you use in your procurement
processes? Which ones in your sales processes?
A:
C: If required, create withholdings as explained in the Consultant's
Manual (Taxes and Withholdings section).
2. Accounts Payable/Receivable
Q2.1: Give detail of the financial accounts you work with and the
different financial accounts you transact with.
A:
C: Create financial accounts as explained in the Consultant's Manual
(Financial Accounts section).
Q2.2: Give the initial balance for each financial account.
A:
C: Set the opening balance for financial accounts as explained in the
Consultant's Manual (Financial Accounts section).
11. Q2.3: Is the use of a cashbook needed?
A:
C: Create cashbooks as financial accounts as explained in the Cashbooks
section of the Consultant's Manual.
Q2.4: Will there be pending payments required to create?
A:
C: Refer to the Payments section in the Consultant Manual.
Depending on the information about Payment rules given in the Business
Partners section:
Q2.5: If Bills of Exchange and Cheque payments will be accepted
as a payment to vendors, which sub-account should be used for
Bills of Exchange and Cheque which are received from the vendor?
A:
C: Set up the Intermediate account as explained in the Consultant's
Manual (Financial accounts section).
Q2.6: If Bills of Exchange, Cheque, Promissory Note and Transfers
will be used as a payment method sent directly to the provider ,
which sub-account should be used?
A:
C: Set up the Intermediate account as explained in the Consultant's
Manual (Financial accounts section).
Q2.7: If Bills of Exchange and Cheque payments will be accepted
as a payment from customers, which sub-account should be used
for Bills of Exchange and Cheques which are sent to the customer?
A:
C: Set up the Intermediate account as explained in the Consultant's
Manual (Financial accounts section).
Q2.8: Which sub-account are you going to use for Bills of
Exchange and Cheque which are received from the customer?
A:
C: Set up the Intermediate account for these payment methods as
explained in the Consultant's Manual (Financial accounts section).
3. Fixed Assets
Point out that Openbravo QuickStart only supports linear time and
percentage depreciation types. Any other depreciation type used by
the customer cannot be managed by the Openbravo QuickStart
application.
Q3.1: Will fixed assets be managed by Openbravo QuickStart?
A:
12. C: Refer to the Assets Management section of the Consultant's Manual for
more information.
Q3.1.1: If YES, which asset categories (groupings) do you use
for the assets and which are the Depreciation and
Accumulated Depreciation sub-accounts used for each of
them?
A:
C: Use the Financial Management || Assets || Asset Group window to
configure this.
Users and Roles
Openbravo QuickStart comes with 5 predefined roles:
• Sales - sales staff that deals mostly with booking sales and does
not manage delivery or invoicing
• Finance - staff that takes care of all financial management,
invoicing, bank statements, accounting, financial reports, etc.
• Material Management - supporting sales and procurement with
shipments and receipts and managing the warehouse
• Company Executive - key company information overview and
performance reports
• Company Admin - access to the configurational windows of the
application
The consultant should try to fit the customer's users within these roles,
however they can always be customized to exact requirements at the
expense of additional time.
Q1: Provide a list of all the users of the application and assign
them one (or several) of the roles from the above list.
A:
C: To create users and assign their roles (or create new roles if needed)
you should refer to the Consultant's Manual (Users and Roles section)
Deployment and backup
Q1: Are you going to have a dedicated server for Openbravo
QuickStart or use the hosted option?
A:
C: Refer to the Consultant's Manual (Deployment section) for more
details.
Q2: Any preference where backups should be saved?
A:
C: Use this guide to configure the backups http://wiki.openbravo.com/
wiki/ERP/2.50/