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Compiere 3 by Andries L Pretorius

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Initial set-up process

The following basic steps apply to setting up a Compiere instance:

  • Define the initial Chart of Accounts (account elements) template for the tenant.
    • Create the tenant instance to hold your Compiere data.
    • Define your calendar year and periods.
    • Populate and define the data structures of the following:
      • Organizations, Warehouses, Bank, Cash Books, and Unit of measures.
      • Accounting schema, account elements, currencies, and charges.
      • Accounting set-ups of Business Partner Groups, Product Categories, Tax, Projects, Works Orders, bank accounts, cash books, and warehouses.
      • Document types, Document Sequences, Payment Terms, and Sales Regions
      • Define system users and access roles.

Defining the account elements (Chart of Accounts) import

Prior to ...

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