QuickStart Toolkit & Template Extension Module Webinar 10 th of December 2009

Page 2 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Agenda Functionality and Demo15 min. Technology/Development10 min. The Toolkit 5 min. Q & A 30 min.

Page 3 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Goal: Provide an entry level, fixed scope ERP solution, with focused functional footprint QuickStart Toolkit: Objectives Benefits: A cost-effective solution with a low risk for the end customer A well defined and supported implementation methodology ensuring partner success Solution Approach: Delivered as a set of artifacts (including a module of type template) Leverage Forge capabilities Use current OB technology stack

Page 4 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic QuickStart Toolkit: The Artifacts Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment Options QuickStart Template Initial Data Load Func Config Training User Manual / Support Start of Implementation Marketing Pitching to a specific customer Go Live QuickStart Toolkit Timeline Milestone Proof of Concept

Page 5 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: Pre/Sales Documentation Commercial Overview & Presentation Lead Classification Guide Detailed Functional Listing Various Communication Templates Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment QuickStart Template Initial Data Load Func Config Training User Manual / Support

Page 6 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: Consultant's Manual 1. Introduction 2. Initial Interview 1. Critical Information to Obtain 2. Requirements Template 3. Master Data Import Template 4. Deployment Model 3. Client Follow Up 4. Deployment 1. Openbravo ERP Installation 2. Openbravo Professional Subscription & Activation 3. Cloud Hosting (recommended) 4. Dedicated In-house Server 5. Backup 6. Security 7. QuickStart Template Installation 8. Session Configuration 5. Customer Setup 1. Initial Client Setup 2. Initial Organization Setup 6. Roles and Users 1. Securing Default Configuration 2. Application Users 7. Initial Configuration 1. Customer's Template 2. Customer's Module 3. Company Logo Customization 4. Initial Data Configuration 5. Initial Data Load 6. Configuration 8. Functional Implementation 1. Master Data Management 2. Procurement Management 3. Sales Management 4. Warehouse management 5. Financial management 9. Test Environment Creation 10. Printing Forms 1. Purchase Order 2. Sales Order 3. Quotation 4. Goods shipments 5. Sales Invoice 11. Training 1. Basic information (0,5h) 2. Procurement management (4h) 3. Sales management (2h) 4. Warehouse management (1,5h) 5. Payables/receivables management (6h) 6. Asset management (1,5h) 7. Accounting (2h) 12. Support Phase 1. Defects 2. Adjustments 3. Extensive Customizations 4. Maintenance Packs 13. Country Specific Configurations 1. Spain Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment QuickStart Template Initial Data Load Func Config Training User Manual / Support

Page 7 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: User Manual – UI Navigation Tutorial Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment QuickStart Template Initial Data Load Func Config Training User Manual / Support

Page 8 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: User Manual – Business Processes # 01 Order to Cash # 01a Order to Shipment # 01b Invoice to Cash # 02 Procure to Pay # 03 Bank Statement to Bank Reconciliation # 04 Period End Close to Financial Report # 05 Customer Return to Credit # 06 Customer Return to Replacement # 07 Supplier Return to Debit # 08 Supplier Return to Replacement # 09 Collection # 10 Supplier Payment Management # 11 Wall to Wall Accuracy Physical Count # 12 Asset Acquisition to Dispose Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment QuickStart Template Initial Data Load Func Config Training User Manual / Support

Page 9 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic QuickStart Toolkit: The Artifacts Start of Implementation Marketing Pitching to a specific customer Go Live Consultant's Manual Pre/Sales Documentation Initial Interview Form Deployment QuickStart Template Initial Data Load Func Config Training User Manual / Support QuickStart Toolkit Timeline Milestone Proof of Concept

Page 10 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic QuickStart Toolkit: Artifacts QuickStart Template Refined & Simplified Screens Predefined Roles for Sales, Warehouse, Finance & Acct, Procurement Initial Data Load Module Localization (optional) Additional Screens/ Reports

Page 11 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic QuickStart Toolkit: Demo DEMO

Page 12 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Agenda Functionality and Demo15 min. Technology/Development10 min. The Toolkit 5 min. Q & A 30 min.

Page 13 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Technology: Module vs Template Initial Data Load QuickStart Same with: Mass Invoicing Intercompany Documents Spanish Professional Localization Pack etc. For example, a template could include a module that contains a new process and at the same time assign this new process to an existing button inside an existing window, therefore, adapting the core.

Page 14 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic What does the template include and in what order does it get developed? Technology: Packaged Openbravo Template New modules such as the Initial Data Load Datasets that described common data (such as Roles, Taxes, etc) Configuration script that pre-configures the core application (such as core screens, menu arrangement, lists, etc) 1 2 3

Page 15 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Technology: Structure and use of the template Customer's Template Customer's Module (contains additional developments) Configuration Script (describes additional customer customizations of the core elements) Openbravo QuickStart Spain Configuration Script (describes changes to the core required for QuickStart and Spanish Localization to work together in harmony) Professional Localization Pack Spain Openbravo QuickStart Template (Generic) … … Orders Awaiting Delivery Configuration Script (describes QuickStart's pre-configuration of the core elements) Initial Data Load Openbravo QuickStart Datasets Module Pack Template Hierarchy

Page 16 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Technology: Alternative Structure with no Localization Customer's Template Customer's Module (contains additional developments) Configuration Script (describes additional customer customizations of the core elements) Openbravo QuickStart Template (Generic) Orders Awaiting Delivery Configuration Script (describes QuickStart's pre-configuration of the core elements) Initial Data Load Openbravo QuickStart Datasets Module Pack Template Hierarchy

Page 17 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Technology: But how exactly does one develop a template? 1 Develop OR install modules to be included 2 Create a new module of type template 4 Adapt the core or other modules included in the template 3 Include existing modules and dependencies 5 Export the module (template) 6 Export the configuration script 7 Package the module (template)

Page 18 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Technology: But how exactly does one develop a template? Et voila! Your own first template packaged as an OBX file: |-- com.customer.openbravo.template | `-- src-db | `-- database | |-- configScript.xml | |-- model | | |-- functions (empty) | | |-- sequences (empty) | | |-- tables (empty) | | |-- triggers (empty) | | `-- views (empty) | `-- sourcedata | |-- AD_MODULE.xml | `-- AD_MODULE_DEPENDENCY.xml |-- org.openbravo.idl obx |-- org.openbravo.module.taxreportlauncher obx `-- org.openbravo.reports.ordersawaitingdelivery obx

Page 19 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Agenda Functionality and Demo15 min. Technology/Development10 min. The Toolkit 5 min. Q & A 30 min.

Page 20 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: Access to the Forge Project Active partners can request access by sending an with their forge username(s) to

Page 21 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic DEMO Tools: Openbravo QuickStart Forge Project

Page 22 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic The Toolkit: Roadmap additional productivity modules extended application dictionary capabilities (selectors, views) permalinks (deep linking) usability improvements initial data load for more entities improvements to financials, accounting and their configuration

Page 23 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Functionality and Demo Wrap-Up Technology / Development The Toolkit

Page 24 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic Q & A Next webinar: Wizard to add fields to windows December 24 th 4-5 PM (CET)

Page 25 QuickStart Toolkit -Extension Module Webinar-Openbravo, Rok Lenardic