Create Periods Create 12 standard calendar periods (Jan-Dec) Create 12 standard calendar periods (Jan-Dec) Renumber Renumber Discount entries Renumber Discount entries Create Price List Create Prices based on parameters of this version Create Prices for this pricelist version in the sequence of the Discount Schema Price List.|Lines with a higher sequence overwrite existing prices. The sequence should be from generic to specific. Process Order Process Order Process Order Create Inventory Count List Create Inventory Count List The inventory count lines are generated. You can add new lines or delete lines. Update Quantity The Book Quantity is updated with current book quantity Update Quantity Process Inventory Count Process Inventory count and update Inventory Process Inventory count and update Inventory Copy Accounts Copy and overwrite all accounts to system defaults (DANGEROUS!!!) Copy and overwrite all accounts to system defaults (DANGEROUS!!!) Process Shipment Process Shipment (Update Inventory) Process Shipment will move products out of inventory and mark line items as shipped. Order Print ** Special ** ** Special ** Process Invoice Process Invoice Process Invoice Copy Accounts Copy and overwrite Accounts to Business Partners of this group This process allows the business partners accounting accounts configuration. Its rewrites the business partner's accounts with the business partner group's accounts Copy Window Tabs Copy all Tabs and Fields from other Window Copy tabs and fields from a selected window to the current window. Copy Tab Fields Copy Fields from other Tab Copy fields and tab configuration from other selected tab to the current tab. Vendor Selection Products with more than one vendor Vendor Selection is initiated when there is a product that is supplied by more than one vendor. It allows the selection of a specific vendor for a Purchase Order. Invoice Print ** Special ** ** Special ** Delivery Note / Shipment Print ** Special ** ** Special ** Generate Shipments Generate shipment Creates shipments from the selected organization and all its descends Generate Invoices Generate Invoices Generate Invoices Order Transactions Order Transactions Order Transactions Open Orders Open Orders Open Orders Process Movements Process Inventory Movements Process Inventory Movements will update inventory quantities based on the defined movements between warehouses or locations. Generate Commission Generate Commission Generate Commission Product Transaction Summary Product Transaction Summary The report shows transaction summary for stored products Order Drilldown Order Drilldown Order Drilldown Invoice Transactions Invoice Transactions Invoice Transactions Daily Invoice Daily Invoice Daily Invoice Monthly Invoice Monthly Invoice Monthly Invoice Weekly Invoice Weekly Invoice Weekly Invoice Weekly Product Invoice Weekly Product Invoice Weekly Product Invoice Monthly Product Invoice Monthly Product Invoice Monthly Product Invoice Monthly Vendor Invoice Report Monthly Vendor Invoice Report Monthly Vendor Invoice Report Generate Invoices (manual) Generate and print Invoices manually This process generates invoices from completed sales shipments. It also has filter utilities Copy Lines Copy Lines from other Import Format Select another Import Format on the combo. Verify BOM Verify BOM Structure The Verify BOM Structure checks the elements and steps which comprise a Bill of Materials. Create/Post Production Create production lines, if not created - otherwise process the production Create/Post Production will generate the production lines and process the production. If the production lines already exists, the production will be processed Quarterly Customer Invoice by Product Quarterly Customer Invoice by Product Quarterly Customer Invoice by Product Quarterly Customer Invoice by Vendor Quarterly Customer Invoice by Vendor Quarterly Customer Invoice by Vendor Copy Accounts Copy and overwrite Accounts to Products of this category The Copy Accounts Process will take the accounts defined for a product category and copy them to any product that references this category. If an account exists at the product level it will be overwritten. Generate Receipt from Invoice Create and process delivery Receipt from this invoice. The invoice should be correct and completed. Create and process delivery Receipt from this invoice. The invoice should be correct and completed. Process Cash Process Cash Process Cash Process Statement Process Statement Process Statement Invoice Summary Invoice Summary Invoice Summary Invoice Detail Invoice Detail Invoice Detail Online Process Online Process Online Process Generate Invoice from Receipt Create and process Invoice from this receipt. The receipt should be correct and completed. Generate Invoice from Receipt will create an invoice based on the selected receipt and match the invoice to that receipt. Create Payment Create Payment Create Payment Process Requests Process request Onces the needed data is introduced it processes the request for its correct solution. Dunning Letter Dunning Letter Dunning Letter Tire Letter Tire Letter Tire Letter Product Transaction Value Product Transaction Value The report shows product transactions with valuation Project Status Summary Project Status of Project Cycle Project Status of Project Cycle Generate Order Generate Order from Project The Generate Order process will generate a new Order document based on the project phase. A price list and warehouse/service point must be defined on the project. Copy Lines Copy Commission Lines from other Commission Copy Commission Lines from other Commission Create Invoice Create Invoice from Commission Calculation Create Invoice from Commission Calculation Open/Close All Open/Close All Open/Close All Open/Close Open/Close Open/Close Process Journal Process Journal Process Journal Synchronize Terminology Synchronize the terminology within the system. Based on the entries in Window Element, the fields in windows, parameters, etc. are synchronized, if they are centrally maintained. Create Columns from DB Create Dictionary Columns of Table not existing as a Column but in the Database If you have added columns in the database to this table, this procedure creates the Column records in the Dictionary. Please be aware, that they may deleted, if the entity type is not set to User. Create Fields Create Field from Table, which do not exist in the Tab yet Based on the Table of this Tab, this procedure creates the missing Fields Resubmit Posting Resubmit posting of documents with posting errors Documents with posting errors are reset to be posted by the next run of the accounting engine - after fixing the cause (e.g. opening period). Reset Accounting Reset Accounting Entries Delete accounting records of documents to be re-created by the next run of the accounting engine. This is a dramatic step and you want to do this ONLY after changes of the accounting structure (e.g. different default accounts, etc.) and if fixing via man Run Process Run Process Run Process Verify Languages Verify existence of language translation in system (required after creating a new language) Verify the translation creates missing translation records. Start this process after creating a new language. It will create new records by copying the base language entries. Inventory Valuation Report Inventory Valuation Report Report lists products with their on-hand quantity and values at the valuation date Product Cost Update Sets future cost price and standard cost price For Standard Costing you can|- update the future cost price|- set the standard cost price to the future cost price Process Expenses Process Expenses Process Expenses Recompile DB Objects Recompile Database Objects Recompile Functions, Procedures, Triggers, Views, etc. Create Sales Orders from Expenses Create Sales Orders for Customers from Expense Reports Create Sales Orders for Customers from Expense Reports Create AP Expense Invoices Create AP Invoices from Expenses to be paid to employees Create AP Invoices from Expenses to be paid to employees Process Batch Process Batch Process Batch Copy Columns Copy Report Columns from other Column Set Copy columns at the end of this Column Set Copy Lines Copy Report Lines from other Line Set Copy lines at the end of this Line Set Copy/Create Copy existing OR create Print Format from Table Select either a table to create a print format [creates initial rough layout]|OR a print format to copy into the current print format [copies layout]. Generate PO from Sales Order Create Purchase Order from Sales Orders After completing sales orders, you can create one or more purchase orders for each sales order. A purchase order references always only one sales order (i.e. no consolidation of sales orders).||POs are created for all sales order lines where the product h Import Business Partners Import Business Partners The Parameters are default values for null import record values, they do not overwrite any data. Reopen Request Reopen closed requests Reopens a closed request. Import Products Imports products from a file into the application Import Products will bring a file of products, in a predefined format into the application.<p>||The Parameters are default values for null import record values, they do not overwrite any data. Import Accounts Import Natural Accounts Import accounts and their hierarchies and optional update the default accounts. |Updating the Default Accounts changes the natural account segment of the used account, e.g. account 01-240 becomes 01-300). If you create a new combination, the old account Import Report Line Set Import Report Line Set information The Parameters are default values for null import record values, they do not overwrite any data. Generate Shipments (manual) Generate shipments manually This process generates shipments from completed sale orders. It also has filter utilities. Print Invoices Print Invoices to paper or send PDF Remark: If you only enter a Document No FROM value, all invoices greater or equal that document number are printed; you can alternatively use the % character as a widcard. Create Report Create Financial Report The default period is the current period. You can optionally enter other restrictions. Update Accounting Balance Update Daily Accounting Balances This process is run automatically Statement of Accounts Report Account Statement Beginning Balance and Transactions Select a Period (current period if empty) or enter a Account Date Range Cache Reset Reset Cache of the System ** Close all Windows before proceeding ** To increase performance, Openbravo caches repetedly used data. This process clears the local cache. Import Orders Import Orders The Parameters are default values for null import record values, they do not overwrite any data. Import Invoice Import Invoice The Parameters are default values for null import record values, they do not overwrite any data. Start Replication Run Start Replication with Remote Host Start Replication with Remote Host Send Mail Text Send Mail Text Send Mail Text Copy Lines Copy Lines Copy Lines Copy Lines Copy Lines Copy Lines Copy Details Copy Details Copy Details Start Process Start Recurring Run Start Recurring Run Copy Details Copy Journal/Lines from other Journal Batch Copy Journal/Lines from other Journal Batch Set Project Type Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project Set Project Type and for Service Projects copy Phases and Tasks of Project Type into Project Generate Order from Project Phase Generate Order from Project Phase The Generate Order process will generate a new Order document based on the project phase or tasks. A price list and warehouse/service point must be defined on the project. If a product is defined on phase level, the Phase information is used as the basis Project Print ** Special ** ** Special ** Project Cycle Report Report Projects based on Project Cycle The Project Cycle reports on common project phases of a Cycle Step/Phase. All Report information is weighted by the relative weight of the Cycle Step and converted to the currency of the Project Cycle (e.g. for Sales Funnel Reporting).<p>|The Projects mus Import Inventory Import Physical Inventory The Parameters are default values for null import record values, they do not overwrite any data. Import Journal Import General Ledger Batch/Journal/Line The Parameters are default values for null import record values, they do not overwrite any data. Import Bank Statement Import Bank Statement The Parameters are default values for null import record values, they do not overwrite any data. Customer Assets Report Customer Assets with Delivery Count Report Customer Assets with Delivery Count Asset Delivery Report Asset Deliveries Report Asset Deliveries Issue to Project Issue Material to Project from Receipt or manual Inventory Location Select a Project and either|<BR>- Material Receipt|<BR>- Expense Report|<br<- Inventory Location and Project Line not issued yet|<BR>- Inventory Location, Product and Quantity|The default Movement Date is today's date. Generate PO from Project Generate PO from Project Line(s) | Project Detail Accounting Report Project Detail Accounting Report Project Detail Accounting Report Close Project Close Project Close Project Project Lines not Issued Lists Project Lines of a Work Order or Asset Project, which are not issued to the Project Lists Project Lines of a Work Order or Asset Project, which are not issued to the Project Project POs not Issued Lists Project Lines with generated Purchase Orders of a Work Order or Asset Project, which are not issued to the Project Lists Project Lines with generated Purchase Orders of a Work Order or Asset Project, which are not issued to the Project Get Price Get Price for Project Line based on Project Price List Get Price for Project Line based on Project Price List General Ledger Journal General Ledger Journal General Ledger Journal General Ledger Report Report general ledger Report general ledger Change Project Status Change Project Status Change Project Status Copy Project Lines Copy lines from the project assign to the proposal as proposal lines Copy lines from the project assign to the proposal as proposal lines OrderPO Print ** Special ** ** Special ** Create Sales Order from Project Generate Sales Order From Project Create Sales Order from Project Create Purchase Order from Project Generate Purchase Order From Project Generate Purchase Order From Project Report inventory Report inventory Report inventory Proposal print Proposal print Proposal print Update Attributes from Shipment Update Attributes from Shipment Update Attributes from Shipment Bank Report Bank Report Report bank Cash Report Cash Report Report cash Invoice Customer Report Report Invoice Customer Report Invoice Customer Material Transaction Report Report Material Transaction Report Material Transaction Total Product Template Report Report Total Product Template Report Total Product Template General Accounting Report General Accounting Report General Accounting Report Copy Product Template Copy products from the business partner's template of that sales order. Copy products from the business partner's template of that sales order. Invoice Taxes Report Report Tax Invoice Report Tax Invoice Change Debt Payment Take this Debt/Payment out of the settlement Take this Debt/Payment out of the settlement Post Settlement Post Settlement Post Settlement Payment Report Report debt payment Report debt payment Create File Create File Create File Change Order Organization Change Order Organization Change Order Organization Project Building Site Report Project Building Site Report Project Building Site Report Warehouse Control Report Report Warehouse Control Report Warehouse Control Invoice Consignment Report Report To Invoice Consignment Report To Invoice Consignment Create Reg Fact Acct Create Reg Fact Acct Create Reg Fact Acct Drop Reg Fact Acct Drop Reg Fact Acct Drop Reg Fact Acct Balance Sheet Balance Sheet Balance Sheet Create All Price Lists Create price list version for a price list Create price list version for a price list Product Movements Report Report product movement Report product movement Move a Storage Bin Move a Storage Bin Move a Storage Bin C_Invoice_Create1 Generate and print Invoices (Warehouse storage) Generate and print Invoices (Warehouse storage) Warehouse movement **Special** **Special** Shipments Dimensional Report Shipments Dimensional Report Shipment dimensional analyze JR Expense Report Report expense Report expense Create From Multiple Create From Multiple Create From Multiple PeriodicAcctServer PeriodicAcctServer PeriodicAcctServer Create Periods Generate periods for a warehouse schedule Generate periods for a warehouse schedule Activate/Deactivate Periods Activate/Deactivate Periods Activate/Deactivate Periods Price List Report Price List Report Price List Report Create Invoice Create Invoice Create Invoice Create Price List Version Create Price List Version Create Price List Version Settlement printed ** special ** ** special ** Generate Help Generate help windows in html format Generate help windows in html format Invoiced Returns Dimensional Report Refund invoice customer dimensional analyze Refund invoice customer dimensional analyze Sales Rep Pricelist Sales Rep Pricelist Sales Rep Pricelist Sales Order Returns Dimensional Report Report refund sales order dimensional analyses Report refund sales order dimensional analyses Create Purchase Invoices from Deliveries Create Purchase Invoices from Deliveries Create Purchase Invoices from Deliveries Payment Tracker Payment Tracker Payment Tracker Replace Balances Replace Balances Replace Balances Update Price List from Orders Update pricelist from orders Update pricelist from orders Traceability Report Traceability Report Traceability Report Generate 347 Model Generate model 347 Generate model 347 Cashflow Forecast Cashflow Forecast Cashflow Forecast Funds Transfer Make transfers between cash and bank Make transfers between cash and bank Copy from Settlement Generates a manual settlement Generates a manual settlement copying an existing one. Generate Average Costs Generates raw materials average costs. Using the previous raw material orders, calculates its medium cost. Update Table Identifiers Update all the table identifiers SQL Update all the table identifiers SQL Valued Stock Report Valued Stock Report Valued Stock Report Grant Access Grant Access Grant Access ReportTrialBalanceDetail ReportTrialBalanceDetail ReportTrialBalanceDetail Proposal Report Report proposal query Report proposal query Account Dimensional Report Accounting count dimensional analyses Accounting count dimensional analyses Process a Winning Bid Award contract to project Process a Winning Bid Delete Lines from Test Delete all the lines from one test It allows to delete all the lines from a determinate test. It is very usefull when we have lots of lines (2500 approx.). Copy Test Lines Copy all Lines from other Test Copy all Lines from other Test Test In Imports test with using regular expressions. It must be selected a correct formated txt file. Create Document Creates a apliccation test. Select a test group or a single test. A apliccation testing text file will be generated. Bpartner print ** special ** ** special ** Business Partner Contract Creates business partner contract Creates a PDF report containing the business partner name, address,... And the price list for the customer. Promissory Note ** special ** ** special ** Applied Discounts in Invoices Applied Discounts in Invoices Applied Discounts in Invoices Process Work Requirement Process to create, if explodePhases is checked, the phases and all the productos of the phases. Process Work Requirement Create Standards Create Standards Create Standards Validate Work Effort Process to validate and actualize stocks of all production runs. With this process the work effort is closed. Stocks are actualized and average costs are calculated Calculate Standard Costs Calculates the standard cost of manufactured products. Calculates the standard cost of manufactured products. Copy Version Process to copy the structure of the selected version. Process to copy the structure of the selected version. Input Time Measurement With this process are inserted all the Control Points of the selected group to fill with taken measurements. With this process are inserted all the Control Points of the selected group to fill with taken measurements. CCP sheet Print of the critical control points of selected groups. Print of the critical control points of selected groups. Close Work Requirement With this process are closed the work requirement and all its phases With this process are closed the work requirement and all its phases Close Phase With this process it will be closed the work requirement phase. If all the phases are closed the work requirement will also be closed. With this process it will be closed the work requirement phase. If all the phases are closed the work requirement will also be closed. CCP Measures sheet Print of the selected critical control points measures. Print of the selected critical control points measures. Run Periodic Control With this process are planed all the gatherings of the periodic control selected. With this process are planed all the gatherings of the periodic control selected. G/L Items Report G/L Items Report G/L Items Report Performance Scorecard Performance Scorecard Performance Scorecard Create Amortization Create Amortization Create Amortization Create Payment Create Payment Create Payment Explode Measure Shift Explode Measure Shift Explode Measure Shift Edit CCP Measured Values Edit CCP Measured Values Edit CCP Measured Values Create from Maintenance Part Create from Maintenance Part Create from Maintenance Part Insert Maintenances Insert Maintenances Insert Maintenances Process Internal Consumption Process Internal Consumption Process Internal Consumption Report general ledger journal detail Report general ledger journal detail Report general ledger journal detail Post Amortization Post Amortization Post Amortization Copy Budget Copy Budget Copy Budget Copy Accounts Copy and overwrite Accounts The Copy Accounts Process will take the accounts defined for a asset group and copy them to any asset that references this group. If an account exists at the product level it will be overwritten. Create Budget Reports in Excel Create Budget Reports in Excel Create Budget Reports in Excel Export Budget to Excel Export Budget to Excel Export Budget to Excel Import Budget Import Budget Import Budget Post Payment Management Post Payment Management Post Payment Management Calculate Freight Amount Calculate Freight Amount Calculate Freight Amount Process Process Process Shipper Report Shipper Report Shipper Report Create Accounting Report Selects an accounting model to obtain its report. Selects an accounting model to obtain its report. Remittance printed Remittance printed Remittance printed Remittance printed Remittance printed Remittance printed Delete Client This process deletes a client This process deletes a client and all data depending on this client. So be very careful when running it. The execution of this process can take a long time. In case it fails a message indicating which SQL statements have made it crash will be shown. When it has been correctly executed all DB constraints and triggers should be in "ENABLED" status, in case they are not a message will be shown. Offers Report Offers Report Offers Report Create Production Costs Create Production Costs Create Production Costs Calculate Indirect Cost Calculates the unitary indirect cost for the given period time. This process will recalculate the cost if it's allready calculated Cashflow Forecast Cashflow Forecast Cashflow Forecast Production Cost Report Production Cost Report Production Cost Report Rpt M_Product **Special** **Special** Create Materials Requirement Create Materials Requirement Create Materials Requirement Create Work Requirement Create Work Requirement Create Work Requirement Recalculate Dates/Quantities Recalculate Dates/Quantities Recalculate Dates/Quantities Process Manufacturing Plan Process Manufacturing Plan Process Manufacturing Plan Create Purchase Orders Create Purchase Orders Create Purchase Orders Process Purchase Plan Process Purchase Plan Process Purchase Plan Copy from Order Copy from Order Copies lines from Order Import Taxes Import Taxes Import Taxes from temporary tables to real ones. Report Not Posted Report Not Posted Report Not Posted Create Tax Report Create Tax Report Create Tax Report PeriodicAlert PeriodicAlert PeriodicAlert Purchase Order Report Purchase Order Report Purchase Order Report JR Sales Report by Partner and Product Report Sales by partner and Product Report Sales by partner and Product Production Run Status Report Production Run Status Report Production Run Status Report JR Production Report Report Production Report Production Invoice Customer Report Invoice Customer Report Invoice Customer Report Sales Order Report Sales Order Report Sales Order Report JR Pending Work Requirement In this report are all the open work requirement phases and the quantities done and that left to do. In this report are all the open work requirement phases and the quantities done and that left to do. Orders Awaiting Invoice Report Orders Awaiting Invoice Report Orders Awaiting Invoice Report JR Expiration Date Report Expiration Date Report Expiration Date Report JR Vendor Invoice Report Vendor Invoice Report Report Invoice Vendor JR Purchase Dimensional Report Purchase Dimensional Report Purchase dimensional analyses JR Material Receipts Dimensional Report Material Receipts Dimensional Report Material receipt dimensional analyses JR Purchase Invoice Dimensional Report Purchase Invoice Dimensional Report Invoice vendor dimensional analyses JR Sales Dimensional Report Sales Dimensional Report Sales dimensional analyze JR Stock Report Customer Stock Report Customer Stock Report JR ReportShipmentEdition ReportShipmentEdition ReportShipmentEditionJR Proposal print Jr Proposal print Jr Proposal print Jr Shipment Report Shipment Report Shipment Report JR Invoiced Sales Order Report Invoiced Sales Order Report Invoiced Sales Order Report JR Cash Report Report cash Report cash JR Delivered Sales Order Report Delivered Sales Order Report Delivered Sales Order Report JR Detailed Warehouse Inventory Detailed Warehouse Inventory Detailed Warehouse Inventory JR Print Process plan Print of the selected Process Plans with all the sequences and products. Print of the selected Process Plans with all the sequences and products. Sales Order Open Item SalesOrderOpenItem SalesOrderOpenItemJR Discount Invoice Report ReportInvoiceDiscount ReportInvoiceDiscountJR Daily Work Requirements Report In this report are showed the work requirements of type ramp. By default only from actual date. In this report are showed the work requirements of type ramp. By default only from actual date. Pending Production Show the lines of the pending orders with the actual stock of each product. Show the lines of the pending orders with the actual stock of each product. Project Profitability Project Profitability Project Profitability JR Bank Report Report bank Report bank JR Invoice Detail Invoice Detail Invoice Detail JR Standard Costs Report Manufacturing Standard Cost Manufacturing Standard Cost Invoice (customer) Dimensional Report Invoice (customer) Dimensional Report Invoice (customer) Dimensional Report Report Cash Flow Report Cash Flow Report Cash Flow Create Cash Flow Statement Create Cash Flow Statement Create Cash Flow Statement