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ID | ||||||||
0023286 | ||||||||
Type | Category | Severity | Reproducibility | Date Submitted | Last Update | |||
defect | [Openbravo ERP] Z. Others | major | always | 2013-03-12 16:10 | 2013-06-18 13:03 | |||
Reporter | VictorVillar | View Status | public | |||||
Assigned To | psanjuan | |||||||
Priority | urgent | Resolution | open | Fixed in Version | ||||
Status | closed | Fix in branch | Fixed in SCM revision | |||||
Projection | none | ETA | none | Target Version | ||||
OS | Any | Database | Any | Java version | ||||
OS Version | Database version | Ant version | ||||||
Product Version | SCM revision | |||||||
Review Assigned To | VictorVillar | |||||||
Web browser | ||||||||
Modules | Core | |||||||
Regression level | ||||||||
Regression date | ||||||||
Regression introduced in release | ||||||||
Regression introduced by commit | ||||||||
Triggers an Emergency Pack | No | |||||||
Summary | 0023286: requirement: Create "How to initialize financials in Openbravo" document | |||||||
Description | requirement: Create "How to initialize financials in Openbravo" document. When a client starts working with Openbravo, it would be necessary to explain how to initialize financials. Concerns examples: 1.- When insert the GL Journal entry initialising the accounts: previous Fiscal Year, current Fiscal Year. It can be both, so in what case it is necessary to check off the 'Opening Balance' flag? What is the purpose of it? 2.- method to set up outstanding payables and receivables...what the user has to do with the pending invoices imported in the system, which amounts are already relfected in the Trade Debtors account (already imported with gl journal initialization) ---> Possible solution: create the receivables and use the Trade Debtors GL account in place of what would normally be an income account. | |||||||
Steps To Reproduce | requirement: Create "How to initialize financials in Openbravo" document. When a client starts working with Openbravo, it would be necessary to explain how to initialize financials. Concerns examples: 1.- When insert the GL Journal entry initialising the accounts: previous Fiscal Year, current Fiscal Year. It can be both, so in what case it is necessary to check off the 'Opening Balance' flag? What is the purpose of it? 2.- method to set up outstanding payables and receivables...what the user has to do with the pending invoices imported in the system, which amounts are already relfected in the Trade Debtors account (already imported with gl journal initialization) ---> Possible solution: create the receivables and use the Trade Debtors GL account in place of what would normally be an income account. | |||||||
Tags | No tags attached. | |||||||
Attached Files | ||||||||
Relationships [ Relation Graph ] [ Dependency Graph ] | |
Notes | |
(0058526) psanjuan (manager) 2013-05-09 14:55 |
Already documented, please take a look here: http://wiki.openbravo.com/wiki/How_to_initialize_financial_balances_in_Openbravo [^] |
(0058532) VictorVillar (developer) 2013-05-10 09:12 |
Verified |
Issue History | |||
Date Modified | Username | Field | Change |
2013-03-12 16:10 | VictorVillar | New Issue | |
2013-03-12 16:10 | VictorVillar | Assigned To | => adrianromero |
2013-03-12 16:10 | VictorVillar | Assigned To | adrianromero => psanjuan |
2013-03-12 16:10 | VictorVillar | Issue Monitored: networkb | |
2013-03-13 09:57 | VictorVillar | Summary | It is necessary to improve the getting started documentation as for Financial management => requirement: Create "How to initialize financials in Openbravo" document |
2013-03-13 09:57 | VictorVillar | Description Updated | View Revisions |
2013-03-13 09:57 | VictorVillar | Steps to Reproduce Updated | View Revisions |
2013-05-09 14:54 | psanjuan | Status | new => scheduled |
2013-05-09 14:55 | psanjuan | Note Added: 0058526 | |
2013-05-09 14:55 | psanjuan | Status | scheduled => resolved |
2013-05-10 09:12 | VictorVillar | Review Assigned To | => VictorVillar |
2013-05-10 09:12 | VictorVillar | Note Added: 0058532 | |
2013-05-10 09:12 | VictorVillar | Status | resolved => closed |
2013-06-18 13:00 | psanjuan | Project | Documentation => Openbravo ERP |
2013-06-18 13:03 | psanjuan | Category | ERP User's Guide => Z. Others |
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