QuickStart Toolkit & Template Extension Module Webinar

1. QuickStart Toolkit & TemplateExtension Module Webinar 10th of December 2009

2. Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q & A 30 min.

3. QuickStart Toolkit: Objectives Goal: Provide an entry level, fixed scope ERP solution, with focused functional footprint Benefits: A cost-effective solution with a low risk for the end customer A well defined and supported implementation methodology ensuring partner success Solution Approach: Delivered as a set of artifacts (including a module of type template) Leverage Forge capabilities Use current OB technology stack

4. QuickStart Toolkit: The Artifacts Pre/Sales Documentation Consultant's Manual User Manual / Support QuickStart Toolkit InitialInterviewForm Deployment Options QuickStart Template InitialDataLoad FuncConfig Training Timeline Milestone Go Live Marketing Pitching to a specific customer Proof of Concept Start of Implementation

5. The Toolkit: Pre/Sales Documentation Pre/Sales Documentation Consultant's Manual User Manual / Support InitialInterviewForm Deployment QuickStart Template InitialDataLoad FuncConfig Training Commercial Overview & Presentation Lead Classification Guide Detailed Functional Listing Various Communication Templates

6. The Toolkit: Consultant's Manual Pre/Sales Documentation Consultant's Manual User Manual / Support InitialInterviewForm Deployment QuickStart Template InitialDataLoad FuncConfig Training 1. Introduction 2. Initial Interview 1. Critical Information to Obtain 2. Requirements Template 3. Master Data Import Template 4. Deployment Model 3. Client Follow Up 4. Deployment 1. Openbravo ERP Installation 2. Openbravo Professional Subscription & Activation 3. Cloud Hosting (recommended) 4. Dedicated In-house Server 5. Backup 6. Security 7. QuickStart Template Installation 8. Session Configuration 5. Customer Setup 1. Initial Client Setup 2. Initial Organization Setup 6. Roles and Users 1. Securing Default Configuration 2. Application Users 7. Initial Configuration 1. Customer's Template 2. Customer's Module 3. Company Logo Customization 4. Initial Data Configuration 5. Initial Data Load 6. Email Configuration 8. Functional Implementation 1. Master Data Management 2. Procurement Management 3. Sales Management 4. Warehouse management 5. Financial management 9. Test Environment Creation 10. Printing Forms 1. Purchase Order 2. Sales Order 3. Quotation 4. Goods shipments 5. Sales Invoice 11. Training 1. Basic information (0,5h) 2. Procurement management (4h) 3. Sales management (2h) 4. Warehouse management (1,5h) 5. Payables/receivables management (6h) 6. Asset management (1,5h) 7. Accounting (2h) 12. Support Phase 1. Defects 2. Adjustments 3. Extensive Customizations 4. Maintenance Packs 13. Country Specific Configurations 1. Spain

7. The Toolkit: User Manual – UI Navigation Tutorial Pre/Sales Documentation Consultant's Manual User Manual / Support InitialInterviewForm Deployment QuickStart Template InitialDataLoad FuncConfig Training

8. The Toolkit: User Manual – Business Processes Pre/Sales Documentation Consultant's Manual User Manual / Support InitialInterviewForm Deployment QuickStart Template InitialDataLoad FuncConfig Training # 01 Order to Cash # 01a Order to Shipment # 01b Invoice to Cash # 02 Procure to Pay # 03 Bank Statement to Bank Reconciliation # 04 Period End Close to Financial Report # 05 Customer Return to Credit # 06 Customer Return to Replacement # 07 Supplier Return to Debit # 08 Supplier Return to Replacement # 09 Collection # 10 Supplier Payment Management # 11 Wall to Wall Accuracy Physical Count # 12 Asset Acquisition to Dispose

9. Pre/Sales Documentation Consultant's Manual User Manual / Support QuickStart Toolkit InitialInterviewForm Deployment QuickStart Template InitialDataLoad FuncConfig Training QuickStart Toolkit: The Artifacts Timeline Milestone Go Live Marketing Pitching to a specific customer Proof of Concept Start of Implementation

10. QuickStart Toolkit: Artifacts QuickStart Template PredefinedRoles forSales, Warehouse, Finance & Acct, Procurement Refined &SimplifiedScreens AdditionalScreens/Reports Localization(optional) Initial DataLoadModule

11. QuickStart Toolkit: Demo DEMO

12. Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q & A 30 min.

13. Technology: Module vs Template Initial Data Load QuickStart • Same with: • Mass Invoicing • Intercompany Documents • Spanish Professional Localization Pack • etc. For example, a template could include a module that contains a new process and at the same time assign this new process to an existing button inside an existing window, therefore, adapting the core.

14. Technology: Packaged Openbravo Template What does the template include and in what order does it get developed? 1 New modules such as the Initial Data Load 2 Datasets that described common data (such as Roles, Taxes, etc) 3 Configuration script that pre-configures the core application (such as core screens, menu arrangement, lists, etc)

15. Technology: Structure and use of the template Customer's Template Configuration Script (describes additional customer customizations of the core elements) Customer's Module(contains additional developments) Openbravo QuickStart Spain Configuration Script (describes changes to the core required for QuickStart and Spanish Localization to work together in harmony) Professional Localization Pack Spain Hierarchy … … Openbravo QuickStart Template (Generic) Configuration Script (describes QuickStart's pre-configuration of the core elements) Orders Awaiting Delivery Initial Data Load Openbravo QuickStart Datasets Module Pack Template

16. Technology: Alternative Structure with no Localization Customer's Template Configuration Script (describes additional customer customizations of the core elements) Customer's Module(contains additional developments) Openbravo QuickStart Template (Generic) Configuration Script (describes QuickStart's pre-configuration of the core elements) Orders Awaiting Delivery Hierarchy Initial Data Load Openbravo QuickStart Datasets Module Pack Template

17. Technology: But how exactly does one develop a template? Develop OR install modulesto be included Create a new module of type template 1 2 3 Include existingmodules and dependencies Adapt the core or other modules included in the template 5 4 Export the module (template) 6 Export the configuration script 7 Package the module (template)

18. Technology: But how exactly does one develop a template? Et voila! Your own first template packaged as an OBX file: |-- com.customer.openbravo.template | `-- src-db | `-- database | |-- configScript.xml | |-- model | | |-- functions (empty) | | |-- sequences (empty) | | |-- tables (empty) | | |-- triggers (empty) | | `-- views (empty) | `-- sourcedata | |-- AD_MODULE.xml | `-- AD_MODULE_DEPENDENCY.xml |-- org.openbravo.idl-1.0.2.obx |-- org.openbravo.module.taxreportlauncher-1.0.0.obx `-- org.openbravo.reports.ordersawaitingdelivery-1.0.0.obx

19. Agenda Functionality and Demo 15 min. Technology/Development 10 min. The Toolkit 5 min. Q & A 30 min.

20. The Toolkit: Access to the Forge Project http://forge.openbravo.com/projects/obquickstart Active partners can request access by sending an email with their forge username(s) to busdev@openbravo.com

21. Tools: Openbravo QuickStart Forge Project DEMO

22. The Toolkit: Roadmap additional productivity modules extended application dictionary capabilities (selectors, views) permalinks (deep linking) usability improvements initial data load for more entities improvements to financials, accounting and their configuration

23. Wrap-Up Functionality and Demo Technology / Development The Toolkit

24. Q & A http://forge.openbravo.com/ http://wiki.openbravo.com/wiki/ERP/2.50/Developers_Guide rok.lenardic@openbravo.com Next webinar: Wizard to add fields to windows December 24th 4-5 PM (CET)