dijexi.com

After successfully did the Initial Client Setup process, we need to go to the Initial Client Setup Review Workflow. This workflow reviews the system setup of a new client as performed by the automatic Initial Client Setup.

You may want to check also the following Workflows: – Accounting Setup – Business Partner Setup – Product Setup – Price list Setup – Warehouse Setup – Tax Setup

As described in the previous section, you log in to the system using the newly created user ID for the new Client. After log in, you will see the ADempiere main menu for the Client like this:

To open the Initial Client Setup Review Workflow, browse the menu tree System Admin – Client Rules – Initial Client Setup Review (note the icon for the menu item which indicate that it is a workflow). Click on the menu item to open the workflow window like this:

On that window you can see a diagram which shows a workflow for reviewing the Client setup that have just been done. You may click on each “box” to open the corresponding item.

For example, to view and edit the Client detail information, click on the Client box, which will show up the Client information window, in which you can do some adjustment to the Client, like this:

You may also review the Organization exists in the Client, in case you need to add more Organizations.

To review the Role on the Client, click on the Role box that will show you the default Role available:

To review the users that exists on the Client, click on the User box that will show you the default User available, you may add more users for the Client here:

You may also import additional data for the Client using Import File Loader box, where you can load a file to import Accounts, Balance Sheet, Tax Balance Sheet, Profit and Loss statement, Tax Profit and Loss, or Assets. The data will be imported to import table (like a temporary table).

If you have loaded a file in the previous step, you need to continue to the Import Account workflow. Here you will actually load the imported data from the temporary import table to the system.

The last thing you need to review is the Calendar Year and Period where you can adjust the accounting period for the Client, like the Year, Period Date, Period Control, and Non Business Day.

When everything is ok, then the Client setup is done and the Client can continue to begin operating it’s business.

Akhmad Daniel Sembiring

vITraining.com – Qualified IT Products, Outsourcing, and Services
Ligarwangi.com – Linux, E-book, Coffee, Gift, etc