Page History

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NOTE: We recommend that you read this entire document before starting the process or making any changes. While you are reading it is helpful to look at the files and web pages in question so you can visualize better where things go and what they look like. Naturally you can ignore this, but a half hour studying this document could save you a lot of time late
 
Note on Typographic Conventions Used in This Document

Wiki MarkupText enclosed in a square box such as \ [\[ \ ]\] represents an OFBiz application browser tab selection.

Throughout the document the author has provided expert advice or other observations. These notations are indicated as follows:

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This is where you can associate promotions (setup in the Promos header tab) with the store, including effective dating, sequencing and so forth.

Wiki MarkupThere are all example promotions and it is good to keep them in the database for future reference, but you can delete all of these store associations so they won't get in the way for this store. Just click on the "\[Delete\]" link for each one.

Catalog Settings

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catalogSettings catalogSettings

Wiki MarkupThis tab shows all Product Catalogs associated with this Store. The demo data has two Catalogs associated by default, and you can remove both of them since we will be creating a new Catalog later. These two you can leave in the database as examples for future reference, but click on the "\[Delete\]" buttons here to remove the associations with the Store.

Web Site Settings

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webSiteSettings webSiteSettings

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1. Click on the "Content" tab/button for the product you just created. Here you can setup text and images for your product.
2. You will see some forms at the top for administering managed content (ie from the Content Manager) with the product. For more advanced product related content needs use this, but for more common and simple needs, this can be more difficult to administer and slower at run time.
3. Wiki MarkupNear the bottom of the page is a section labeled "Override Simple Fields". Here you will typically want to specify a Product Name, Product Description, and Long Description. If you have images to associate with the product, you can specify their locations here, or upload them. Note that there are default locations for the images (can be quickly set by clicking on the "\[.jpg\]" or "\[.gif\]" buttons). We recommend using these locations, but of course you can put your images anywhere. These can be an absolute URL, or will be relative to the current server address, or the content URL prefix if one is specified in the url.properties file.

Add Prices to the Product

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Accounting data organization and Setup

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accountingSetup accountingSetup

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(field/entitynames in brackets\[\])

General principles

1. Wiki MarkupThe general ledger of ofbiz consists out of a list of 'ledger buckets = glAccounts' with a non meaningfull ID: \ [glAccountId\] and a meaningfull code \[[accountCode\] and a meaningfull name \ [accountName\] Initially, in the demo data, the account id and code are the same. When reorganizations are required these codes can be easily renamed without changing the glAccountId.unmigrated-wiki-markup
2. The buckets are in a hierarchy where totals of the lower levels are added together and be shown at the higher levels, therefore every ledger bucket has a parent \ [parentGlAccountId\]; with one exeption if the glaccount is a toplevel glAccount/bucket.unmigrated-wiki-markup
3. Every glAccount has a account type id \ [glAccountTypeId\] with a organization dependent second default glAccountId \ [GlAccountTypeDefault.glAccountId\] to be able for the system to create the double booking. (Currently the system will do that always to "ACCOUNTS_RECEIVABLE" default glAccountTypeId for sales invoices).
4. Transactions are created for several reasons like posting of invoices or payments, inventory movements and workeffort costs.
5. GlAccount class is used for categorization and reporting.

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1. Company data and internal organizations
   demo file at: /applications/accounting/data/DemoOrganizationData.xmlunmigrated-wiki-markup
2. All glAccounts are predefined \ [GlAccount\] and can be viewed on the globalGlSettings->chartOfAccounts screen.
   demo file at /applications/accounting/data/DemoGeneralChartOfAccounts.xml
3. Load the Sales/purchase InvoiceItemType table and default glAccountId general setup for all organizations.
   demo file at /applications/accounting/data/DemoGlSetupData.xml

Organizational Setup (accounting -> organizational settings -> setup).

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1. The predefined glAccounts are assigned to an organization \ [GlAccountOrganization\] on screen chartOfAccounts (this file can only be loaded and not changed)
   demo file at /applications/accounting/data/DemoGlSetupData.xml
2. if required override the invoiceItem type type assignement for a particular organization at the glAccountDefaults->SalesInvoice/PurchaseInvoice
3. Wiki MarkupEnter/load the payment TYPE GlType Mapping file \ [PaymentGlAccountTypeMap\] at
   glAccountDefaults->PaymentTypeGlMapping Wiki Markup
4. Enter/load the payment METHOD GlType Mapping file \ [PaymentMethodTypeGlAccount\] at
   glAccountDefaults->PaymentMethodTypeGlMapping

Creating ledger transactions.(to be completed)

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