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USCommPack

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US English, Community Localization Pack

The US Community Localization pack is a basic set of modules available for the Community edition of Openbravo, for US English localization.

A larger set of modules is available for the US Professional Localization. If you would like more information about the US Professional Localization, please look here US English Professional Localization Pack


Overview

The US English Community Localization pack includes the following modules:

* US Chart of Accounts
* US Banking changes
* US State Sales Tax setup, for a reference set of four States

Please note that there are also a set of translation changes that go with this Localization Pack. These changes have been contributed back to Openbravo core and should be available in Openbravo 2.50 MP21.

Release Notes

EN_us version 1.0.0:

Accessing the US Community Localization Pack

The US localization pack is a module, which you can access via the central repository. It consists of a file called org.openbravo.localization.us-1.0.6.obx (.obx is the standard file extension for Openbravo ERP extension modules).

  1. Log into Openbravo ERP in the System Administrator role.
  2. From the Application Menu, select General Setup > Application > Module Management.
  3. Click Add Modules. The list of modules available to install appears.
  4. Navigate to the US Community Localization Pack.
  5. Click Install Now.
  6. A confirmation box appears. Click Continue to proceed with the installation. The license agreement appears.
  7. Click I accept the license agreement.
  8. Click Continue. Your selected module appears in the list of installed modules.
  9. Click Rebuild now. A new window appears showing the rebuild in progress.
  10. When the rebuild is complete, you must choose an option for how to restart Openbravo ERP. You can choose from the following:
    • Restart the servelet container: restarts Tomcat and reloads the application.
    • Reload the context: reloads only the contexts that have changed.
    • Take no action: does not reload any part of the application. Select this option if you want to manually restart Openbravo ERP later.
  11. Click Continue.

Configuring the US Community Localization Pack

Once you have installed the localization pack, you need to configure the modules that have been installed:

Configuring the chart of accounts and US State sales taxes

The process for setting up the chart of accounts and tax definitions depends on how your instance of Openbravo ERP has been configured so far:

Configuring the chart of accounts and tax definitions for a new client

If you have not yet configured the clients and organizations for your enterprise, you can automatically set up the US chart of accounts, and import sales tax definitions, during the client setup process. Before you begin, make sure that you have installed the US localization pack, rebuilt the system and restarted Openbravo ERP.

  1. Log into Openbravo ERP with a systems administrator role.
  2. From the Application menu select General Setup > Client > Initial Client Setup.
  3. Complete the client information fields as required.
  4. Select the include accounting checkbox.
  5. In the Reference Data section, select the chart of accounts option, as well as the Tax Info dataset option.
  6. Click OK

Configuring the chart of accounts and tax definitions for an existing client

If you have already configured the clients and organizations for your enterprise and want to apply the US chart of accounts, you must import the accounts .csv file that is included in the module, using the import data process.The chart of accounts .csv file is usually placed in the folder /module/org.openbravo.localization.us.community.coa/referenceData within your file system.

Tax definition data must be loaded either when initializing your client or your organization. Please see the Release Notes for more information.

Loading the accounts

  1. Log into Openbravo ERP using the Client admin account.
  2. From the Application menu, select Master Data Management > Import Data > Import File Loader.
  3. Click Browse. From the dialog box that opens, navigate the .csv file you want to import.
  4. Click Open.
  5. From the Format File menu select Accounting - Accounts.
  6. Select the Header First Line checkbox.
  7. Details of the accounts to be imported appear in the lower half of the window.
  8. Click Process.

Importing the accounts

View larger
  1. Log into Openbravo ERP using the Client admin account.
  2. From the Application menu, select Master Data Management > Import Data > Import Account.
  3. Click New.
  4. From the Client menu, select your client.
  5. From the Accounting Element menu, select the name of the account tree.
  6. In the Name field, type a name for the import process.
  7. In the Search key field, type a short expression that you can use for this import process.
  8. Click Import Accounts. Openbravo imports the account schema information into the database tables.

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