How to Configure ASP Modules in iDempiere

Introduction

The ASP Modules window lets a hosting business group related windows, forms, processes, and workflows into a named package that can be switched on or off for each customer.

It is used by companies that run iDempiere for multiple client businesses and want to offer different feature sets under different subscription plans.

This setup decides what each hosted customer sees on their screen, keeping their workspace simple and matched to the plan they are paying for.

Process Flow

Business Rules

• Only active modules and levels apply to hosted business partners.
• A module can hold multiple levels, arranged from a basic plan to an advanced plan.
• Each level decides whether a window, tab, field, process, form, task, workflow, or list is shown or hidden.
• Setting the status to Undefined leaves the item visible under the normal system rules.
• The All Fields option on a tab shows every field without listing each one separately.
• Changes apply only to the business partners linked to that specific module and level.
• Hiding an item removes it from view; it does not delete or disable it in the system.

Prerequisites

• Business Partner set up for the hosted customer.
• Organization configured for the hosted customer.
• Windows, tabs, fields, processes, forms, tasks, and workflows already created and working normally.
• System Administrator access to configure feature visibility.

Navigation

Menu → System Admin → General Rules → System Rules → ASP Modules

Opening this window shows the Module details at the top, with a Level section below. Each level offers separate tabs to control Window, Tab, Field, Process, Process Parameter, Form, Task, Workflow, and Ref List visibility.

Configuration Steps

Step 1: Create the Module

A module is the named package that groups everything a subscription plan will include, so it must be created before anything can be added to it.

Instructions

Enter a clear Name for the plan, such as “Standard Plan”. Add a Description if it helps identify the plan later. Keep Active checked, then save the record.

Field	Sample Value	Description
Name	Standard Plan	Identifies the subscription plan customers are grouped into
Description	Basic feature package	Optional detail explaining what the plan covers
Active	Checked	Controls whether the plan can be used

Step 2: Add a Level to the Module

A level represents one tier within the plan, such as a starting tier or a fuller-featured tier, and holds its own visibility settings.

Instructions

Under the module, open the Level section, give it a Name, and save. Use the “ASP Generate Level” option to automatically bring in the existing windows and settings for review.

Field	Sample Value	Description
Name	Basic	Identifies this tier within the plan
ASP Generate Level	(button)	Automatically pulls in existing windows and settings to adjust
Active	Checked	Controls whether this tier can be used

Step 3: Control Which Windows Are Visible

This decides which main screens a customer on this plan is allowed to open.

Instructions

Under the level, open the Window section, choose the window, and set its status to Show, Hide, or Undefined.

Field	Sample Value	Description
Window	1099 Box	The screen this setting applies to
ASP Status	Show	Show, Hide, or Undefined – controls whether the window appears

Step 4: Control Which Tabs and Fields Are Visible

Some windows have more than one tab, so visibility can be narrowed further, right down to individual fields.

Instructions

Choose the Tab, set its status, and check All Fields to show every field on that tab. Uncheck All Fields to instead set the status field by field.

Field	Sample Value	Description
Tab	1099 Box Tab	The tab within the window this setting applies to
ASP Status	Show	Controls whether the tab appears
All Fields	Checked	Shows every field on the tab without listing each one

Step 5: Control Which Processes Are Available

This decides which reports or actions a customer on this plan is able to run.

Instructions

Under the level, open the Process section, choose the process, and set its status.

Field	Sample Value	Description
Process	Generate Invoices	The report or action this setting applies to
ASP Status	Show	Controls whether the process is available

Step 6: Control Special Forms

Some features open as special forms rather than standard windows, and these are controlled separately.

Instructions

Choose the Special Form and set its status the same way as other items.

Field	Sample Value	Description
Special Form	Payment Allocation	The special form this setting applies to
ASP Status	Show	Controls whether the form is available

Step 7: Control Tasks and Approval Workflows

Background tasks and approval routing may not be needed by every plan, so they can be limited here.

Instructions

Open the Task section to control scheduled tasks, and the Workflow section to control approval routing. Set the status for each item.

Field	Sample Value	Description
OS Task	Database Export	The scheduled task this setting applies to
Workflow	Business Partner Setup	The approval routing this setting applies to
ASP Status	Show	Controls whether the task or workflow is available

Step 8: Control Dropdown List Values

Dropdown lists that appear throughout the system can also be trimmed so a plan only shows relevant choices.

Instructions

Open the Ref List section, choose the Reference and the specific Reference List value, then set its status.

Field	Sample Value	Description
Reference	C_Payment Tender Type	The dropdown list this setting applies to
Reference List	Direct Deposit	The specific choice within that list
ASP Status	Show	Controls whether the choice appears in the dropdown

Note: Run "ASP Generate Level" first when setting up a new level, so existing windows, tabs, and fields are listed automatically instead of being entered one at a time.

Common Issues and Resolutions

Issue	Cause	Resolution
New level shows no windows or tabs	“ASP Generate Level” was not run	Run the generate option, then adjust the status of each item as needed
Window still visible after hiding it	Customer’s business partner is not linked to that module and level	Check and correct the business partner’s plan assignment
Field still visible after hiding it	All Fields is still checked on the tab	Uncheck All Fields, then set the status for the individual field
Level record will not save	Name field left blank	Enter a unique Name for the level and save again
Report missing for a customer	Process status set to Hide	Change the process status to Show or Undefined
Approval step missing for a customer	Workflow status set to Hide at that level	Change the workflow status to Show
Expected dropdown choice missing	Reference List value status set to Hide	Change the Ref List status to Show
Changes not appearing for the customer	Customer is still in an earlier session	Ask the customer to log out and log back in

Next Steps

• Business Partner window – link the hosted customer to the correct module and level.
• Organization window – confirm the customer’s organization is set up correctly.
• Window, Tab, and Field definitions – create any new screens before restricting their visibility.