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acq:advocacy [2007/11/18 20:38] artacq:advocacy [2022/02/10 13:34] (current) – external edit 127.0.0.1
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 +======Acq/Ser walk-through script======
 +//This script started by Art Rhyno, University of Windsor, much to be added here...//
  
 +===== Sorting out the pieces =====
 +  * Why ERP, why OFBiz/opentaps
 +  * GAAP (Generally Accepted Accounting Principles)
 +
 +===== Desiderata =====
 +  * Collections meets Acq/Ser
 +    *  A space outside the catalogue
 +    *  Lists and ratings
 +
 +===== Building Blocks =====
 +  * Chart of Accounts (COA)
 +    *  Other payment options
 +    *  Payments and hooks to ledger accounts
 +
 +  * Setup
 +    *  Currencies and conversion rates
 +    *  Tax Authorities
 +
 +===== Vendors =====
 +  * Party Manager
 +    *  Addresses
 +    *  Agreements
 +
 +===== Order Cycle =====
 +  * Purchase Orders
 +    *  Adding Terms
 +    *  Finalizing
 +
 +  * Payments
 +    *  Issuing
 +    *  Applying to an Invoice
 +    *  Searching and monitoring
 +
 +  * Shipments
 +    *  Accepting
 +    *  Partial and Rejections
 + 
 +  * Invoicing
 +    *  Automatic
 +    *  Manual
 +
 +===== Financials =====
 +
 +  * Monitoring
 +    *  Vendor and fund activities
 +    *  Reports

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