Compiere Use Cases

Different types of Compiere Use Cases from the project given below. To increase the stock for the product. Making the Business Partner as a Customer as well as the Vendor.

Different types of Compiere Use cases from the project given below.

To increase the stock for the product

The inventory user validates a Product Rake Bamboo in the Application. The initial on-hand quantity is Zero.

TenthPlanet_Compiere_Gardern_world_Use_Cases_To_Increase_stock_Period 1

Now let’s see how the user increases the On-hand quantity in the below screen. Typically, the user connects to the purchasing department, and they raise the purchase order from the designated vendor and the order is completed.

TenthPlanet_Compiere_Gardern_world_Use_Cases_To_Increase_stock_Period

Once the Order is completed, The Material receipt is created.

TenthPlanet_Compiere_Gardern_world_Use_Cases_To_Increase_stock_Period 2

Then the Vendor Invoice is Raised and completed for the 5 quantity Purchase of Rake Baboo.

TenthPlanet_Compiere_Gardern_world_Use_Cases_To_Increase_stock_Period 3

And finally, the Receipt is completed. The Purchaser will raise the Invoice from the Generate invoice and at the same time the shipment can also be confirmed by clicking on the Create Confirmation button.

TenthPlanet_Compiere_Gardern_world_Use_Cases_To_Increase_stock_Period 4

The onhand quantity for the product is Increased to 5.

Take an Eg of Moving a Product from one Ware House Location TO Another.

Parent Location is Garden Store and the Source Location is US Distribution Center

Consider the existing Ware house Garden Store as mentioned below.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Moving_Product

Below, I’m selecting the product Patio Chair. The total On hand quantity is 100 for a patio chair. I’m trying to move 5 patio chairs to the destination locator.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Moving_Product 2

Below shows that the product 5 patio chairs have been received in the locator Ware House.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Moving_Product 3

Below we Validate the Physical Inventory Stock List, where the On-hand quantity for patio Chair is 95.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Moving_Product 4


Making the Business Partner as a Customer as well as the Vendor

Choose the Garden World Business Partner Hindustan World and assign the business partner to the customer as well as the Vendor.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Customer_as_Vendor

TenthPlanet_Compiere_Gardern_world_Use_Cases_Customer_as_Vendor 2


Changing the Quantity after the creation of Purchase Order during Receipt

Below Creating the Purchase Order for the Product Lotus and the Ordered quantity is 1.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Purchase Order during Receipt

TenthPlanet_Compiere_Gardern_world_Use_Cases_Purchase Order during Receipt 2

Below in the receipt Line Changing the Quantity to 2 and the Accounts allocated for twCompiereo quantity.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Purchase Order during Receipt 3

TenthPlanet_Compiere_Gardern_world_Use_Cases_Purchase Order during Receipt 4


Now Making the Payment for the above Transaction in different Organization

The actual Organization where the Purchase Order was raised Garden Store.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization

Now Logging in to the Different Organization HQ and trying to complete the Payment activity for the Vendor.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 2

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 3

Choose the Payment Screen and assign the Exact Vendor in the payment screen and allocate the amount as 200 USD.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 4

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 5

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 6

Enter the Payment allocation screen and choose the required vendor to knock off the payment and click on the process to complete the process.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 7

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 8

TenthPlanet_Compiere_Gardern_world_Use_Cases_Transaction in differenet Organization 9

Ensure that the difference is 0 while knocking off the payment.

Now Validating the Payment Detailed Report. Select the respective vendor to check the amount is allocated.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Case_Management

TenthPlanet_Compiere_Gardern_world_Use_Cases_Case_Management 2

TenthPlanet_Compiere_Gardern_world_Use_Cases_Case_Management 3


The Goods arrived at the Warehouse Before the Expected time

The Warehouse user is creating the Material Receipt using the Express Receipt Option. Creating a purchase order for the Product Equipment Shed and completing the purchase order.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Arrived_Before_Expected_time

Creating an Express Receipt for the product.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Creating_Express_Receipt_For_The_Product

TenthPlanet_Compiere_Gardern_world_Use_Cases_Creating_Express_Receipt_For_The_Product 2

The Material Receipt is Automatically Generated for the Product.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Creating_Express_Receipt_For_The_Product 3

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 2

Stock is increased by the received quantity.

How to Make a Master Demand Unfreeze once the demand is in FROZEN state.

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 3

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 4

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 5

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 6

TenthPlanet_Compiere_Gardern_world_Use_Cases_Product_Info 7


How Do You Import the Forecasts

Select the Created Plan and the required Product for which the forecasts have to be made.

TenthPlanet_Compiere_Gardern_world_Use_Cases_How_Do_You_Import_Forecast

TenthPlanet_Compiere_Gardern_world_Use_Cases_How_Do_You_Import_Forecast 2

Automatically the forecast is created for the product.

TenthPlanet_Compiere_Gardern_world_Use_Cases_How_Do_You_Import_Forecast 3


How Do You Import the Master Demand

TenthPlanet_Compiere_Gardern_world_Use_Cases_How Do You Import the Master Demand

TenthPlanet_Compiere_Gardern_world_Use_Cases_How Do You Import the Master Demand 2

TenthPlanet_Compiere_Gardern_world_Use_Cases_How Do You Import the Master Demand 3

The Master Demand for the Required Product is Automatically Created.


How User Can perform Advanced Search Option

Click on Advance Search and then Add Criteria and click on the search button.

TenthPlanet_Compiere_Garden_World_Usecases_Advanced Search

Modify the Transaction after Creating the Blanket Sale Order

Create a Blanket Sale Order and the Lines pertaining to that Sale Order. Complete the sale order Transaction and Click on Generate Release Button.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 2

The Transaction will get Updated into Sale order Release and a Release no will be generated automatically.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 3

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 4

Editing the Line Item it is possible during the Sales order Release and Total costing will change. Since the Blanket Sales Order has been raised on the basis of release interval months and the frequency is 5 months [tcv divided by 5] and finally complete the transaction.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 5

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 6

Updated Under Blanket Sale order --> Sale Order Releases.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 7

Requisition Approval

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 8

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 9

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 10


How To create the Bulk or Batch Sales Invoice for Garden World.

Click on Generate Invoice Manual Screen. Select the Invoices Displayed

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 12

Click on the Check Box Consolidate to one Document. In the same Manner we can generate the Bulk Shipments too.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 12

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 13

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 14

Validating the Completed Invoice from the Invoice Customer Screen. which is Automatically Completed.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 15

As a whole one Invoice got generated using Consolidated Option.

TenthPlanet_Compiere_Garden_World_Usecases_Modify_Transaction 16


Move the Stock from one Locator to another Locator within the Organization

Inventory Move Screen. Select the Document Type as Material Movement

TenthPlanet_Compiere_Garden_World_Usecases_Move the Stock from one Locator

Select the Product to be moved and type in the quantity and the From locator to the Destination Locator inside the organization.

TenthPlanet_Compiere_Garden_World_Usecases_Move the Stock from one Locator 2

Finally, complete the Movement Transaction.

TenthPlanet_Compiere_Garden_World_Usecases_Move the Stock from one Locator 3


How to Convert a Quote to a Sales Order

Consider a scenario, where the Garden world Customer has asked for a quote before the sale order.

1. Create a New Order and Select the document type as a Quotation.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order

2. Add the Respective product to process the quotation to the Customer.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 2

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 3

3. The Print format of the quotation.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 4

4. Open the Screen Quote to Convert.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 5

5. The quotation is Generated.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 6

Search the Converted Sales Order

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 7

6. The real Sales Order is created. Once the Sales Order is created validate and complete the order.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 8

Now proceed with the General process of Shipment and Invoice Creation and finally Payment transaction.

TenthPlanet_Compiere_Garden_World_Usecases_How to Convert a Quote to a Sales Order 9


GRN Approval Tracking for Damaged Goods

Consider the Scenario Garden World has booked 4 quantity of the product to his vendor and found that two quantity is defective. Let’s see below how we can handle the transaction.

Create a Material Receipt and choose the document type as Material Receipt with Confirmation.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods

Choose the Product as Roof and the quantity required is 4.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 2

Complete the Transaction and the Document Status will be In Progress.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 3

Then select the receipt from Ship/ Receipt Confirm

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 4

Edit the Product Line. Type in the Confirmed Quantity as 2 and then Scrapped quantity as 2 which is defective.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 5

When we complete the Transaction, the physical Inventory is Automatically updated.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 6

From the same Transaction right-click near Physical Inventory and the ZOOM Option Appears. Click on Zoom to open the Screen.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 7

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 8

The Inventory clearly shows only 2 quantities Ordered.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 9

The Target Quantity is 4, the confirmed quantity is 2 and the Scrapped quantity is 2.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 10

Finally complete the Transaction and post it to accounts.

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 11

TenthPlanet_Compiere_Garden_World_Usecases_GRN Approval Tracking for Damaged Goods 12


Multiple Receipts for a Single Purchase Order

1. Consider a scenario where the purchasing User is purchasing a product LOOP. The total quantity Purchase is 25.

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order

2. Now complete the Purchase Order

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 2

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 3

The Create a Material Receipt for the Purchase Order

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 4

Initial Edit the Receipt line for 5 quantity and complete the Material Receipt

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 5

Then create the New Material Receipt for 15 quantity and then complete the material Receipt.

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 6

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 7

when we validate the Product Info the On-hand quantity is turned to 20 and still, the ordered quantity remaining is 5.

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 8

Finally Create a New Material Receipt for 5 quantity and complete the Material Receipt

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 9

Now validate the Product info screen the total on-hand quantity is 25. This is how multiple receipts are created for the single Purchase Order Transaction.

TenthPlanet_Compiere_Garden_World_Usecases_Multiple Receipts for a Single Purchase Order 10


A Promotional Discount to the Customer during the Festive Season

Define a New Discount in Discount Schema Setup Screen

TenthPlanet_Compiere_Garden_world_Use_Cases_Promotional Discount

Business Partner Screen Apply the Discount schema as Promotional Discount.

TenthPlanet_Compiere_Garden_world_Use_Cases_Promotional Discount 2


How To Reprice the Order Automatically

Creating a Purchase Order with the standard Price list.

TenthPlanet_Compiere_Garden_world_Use_Cases_How To Reprice the Order Automatically

The New Price list is changed to Euros with the help of a Reprice order and selecting the Order from the drop-down.

TenthPlanet_Compiere_Garden_world_Use_Cases_How To Reprice the Order Automatically 2

TenthPlanet_Compiere_Garden_world_Use_Cases_How To Reprice the Order Automatically 4

TenthPlanet_Compiere_Garden_world_Use_Cases_How To Reprice the Order Automatically 3


Adding Multiple Roles to a User

Select the User Screen​

TenthPlanet_Compiere_Garden_world_Use_Cases_Adding Multiple Roles to a User

Mapping One Role Admin for the User

TenthPlanet_Compiere_Garden_world_Use_Cases_Adding Multiple Roles to a User 2

Mapping Another Role for the User Admin 2

TenthPlanet_Compiere_Garden_world_Use_Cases_Adding Multiple Roles to a User 4

The below user will be available in both the roles.

TenthPlanet_Compiere_Garden_world_Use_Cases_Adding Multiple Roles to a User 3


Customer Payment

Existing Payments will be viewed in the Search Window

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment

Enter into the Payment Screen

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 2

Type in the description and Complete the Payment

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 3

Finally posting it to the Accounts.

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 4

Track the Promise Delivery Time

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 5

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 6

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 7

The Promised Delivery time is 2 days. Actual delivery has happened on the same day.

Since the quantity is delivered, the on-hand quantity is increased by 200

TenthPlanet_Compiere_GardenWorld_Usecases_Customer Payment 8


How to Set the Opening Balance for the Vendor

Adding a new business partner Bill Senior.

Tenthplanet_Compiere_Gardenworld_Usecases_How_to_Set_the_Opening_Balance

**** Ensure that the newly Created Business Partner is Mapped /Associated with any product. *****

Tenthplanet_Compiere_Gardenworld_Usecases_How_to_Set_the_Opening_Balance 2

Please Validate the Vendor Search Details Screen, the newly created vendor will get reflected in the Vendor Screen.

Tenthplanet_Compiere_Gardenworld_Usecases_How_to_Set_the_Opening_Balance 3

Then Create the Opening Balance for the Vendor.

Tenthplanet_Compiere_Gardenworld_Usecases_How_to_Set_the_Opening_Balance 4


In Order to Raise a Blanket PO to ensure that the below step is performed

1. Select the Business Partner Check as Vendor and click on Allow Blanket PO and Check on Consigned Transaction

TenthPlanet_Compiere_Garden_World_Usecases_Raise_a_Blanket_PO


How to Increase the Credit Limit of the Customer

Enter the Business Partner Screen and select the customer and increase the credit limit.

TenthPlanet_Compiere_Garden_World_Usecases_Increase the Credit Limit

TenthPlanet_Compiere_Garden_World_Usecases_Increase the Credit Limit 2


How Can We Manage PO to AP Invoice

Raise a PO and complete the PO.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 2

Click on Invoice Vendor and choose the Target Document Type as AP Invoice. Then Click on Copy lines and select the Respective Purchase Order.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 3

Complete the Material Receipt.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 4

Post the Transactions to the Accounts.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 5

Click on Generate Receipt from Invoice.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 6

The Invoice Number is Generated.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 7

The Material Receipt is Automatically Generated.

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 8

Complete the Material Receipt

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 9

Finally Posting the Transaction to Accounts

TenthPlanet_Compiere_Garden_World_Usecases_Manage_PO_to_AP_Invoice 10

compiere_upgrade

Leave a Reply

Your email address will not be published. Required fields are marked *