How-To Documents

Submitted by mfuggle on 15 April, 2008 - 10:55.

Listed below is a series of document which provide insights into the way that practical day to day tasks can be achieved using Compiere ERP & CRM.  They supplement the Compiere documentation and are based on our experience in the practical use of Compiere since we became a partner in June 2003.

We are in the process of developing some short How-To videos which will concentrate of the process of implementation.

Compiere User Interface The Compiere User Interface is standardised across all windows and reports.  It is helpful to understand how to use this interface before diving too deeply into the functionality.
Compiere Command Summary The Compiere Command Summary provides a description of the toolbars and menus that are used in Compiere.  It also provides a mapping between the icons and keyboard shortcuts.
Achieving tasks in Compiere Compiere provides a number of system-wide features that are described in this document.  It includes record management, searching, attachments and a lot more.
Add a New User This document describes the way that a new user is added to the system and assigned to one or more roles.
Understanding the Accounting Structure This document describes the accounting structure and the posting consequences of the various document types.
Drill down and Drill across Reporting Compiere has two report writers and this document describes functionality of the List Report Writer.
Financial Reporting This document describes the functionality of the Financial Report Writer
Using Excel Pivot Tables Some time ago Steven Sackett wrote an article describing the way that Excel Pivot Tables can be used for the analysis of data. Excel Pivot Tables when used in combination with Compiere provides a very powerful analysis tool.
Summary Reporting Whilst Compiere is able to summarise information it is ofetn useful to reduce the data sets so that the reporting tools are operating on smaller volumes of summarised data.  This document describes the way that this can be achieved in Compiere.
Maintaining Currencies Compiere provides the ability to operate in multiple currencies.  The maintenance of the currency cross rates can be tedious when there are more the two or three currencies being used.  This spreadsheet provides a simple and reliabel method of creating currency cross rates and the file in a format for importing the currencies into Compiere.
Foreign Currency Payments This document describes the processing steps involved in processing foreign currency payments.
Payments to Non-Vendors This document describes a method of processing non-vendor payments (e.g. Payroll).
Importing GL Journals This document describes the process of importing GL Journals from external sources.
Counter Documents This document describes the set up of Counter Documents between organisations.