The purpose of this post is to share a quick trick to prevent users from closing documents that cannot be re-activated. Here are some details to help you understand the situation.
Why close a document?
- Orders create product reservations (on order and reserved quantities).
- When a Sales Order or Purchase Order is either over or under delivered, the balance will affect that product’s reserved quantities.
- If you perform replenishment, then these left over product reservations will make your purchasing activities incorrect.
- Closing an order removes all left over product reservations.
Why not close an invoice?
- I know of no business reason to close an invoice.
- Doing so will put the invoice in a state where it cannot be reverse-corrected.
- As you can see from the below code snippet, there is no business logic tied to closing a payment (as an example).
Below is the SQL that makes the ‘Close’ document status hidden for all document types except the following:
- Manufacturing Order
- Distribution Order
- Sales Order
- Purchase Order
update AD_Document_Action_Access set isactive = 'N' where (ad_role_id, c_doctype_id, ad_ref_list_id) in ( select ad_role_id, c_doctype_id, ad_ref_list_id from AD_Document_Action_Access where ad_ref_list_id = 183 --close and c_doctype_id not in ( select c_doctype_id from c_doctype where ad_client_id = 1000000 and (lower(name) like 'manufacturing order%' or lower(name) like 'distribution order%' or lower(name) like 'sales order%' or lower(name) like 'standard order%' or lower(name) like 'purchase order%') order by lower(name) ) )
I hope this helps!!!
Why consider Open Source ERP
Open source ERP gives you every opportunity to prove or disprove its ability to support your company’s ERP needs on a timeline that satisfies your organizational needs. With open source ERP, you do not face the same financial constraints nor do you face the same conflicts of interest as with commercial ERP. Instead, you invest in the appropriate skills and knowledge for your people and processes. Best of all – if open source ERP cannot solve your company’s needs, you can safely justify spending the additional $2K to $5K per person per year for life of your commercial ERP to help drive your organization’s success.
ADempiere vs iDempiere vs Openbravo vs Compiere
The ADempiere, iDempiere, Openbravo and Compiere environments are amazingly similar. iDempiere came from ADempiere. ADempiere and Openbravo came from Compiere. Compiere came from Jorg Janke. Jorg came from Oracle. As a result, iDempiere and ADempiere have much in common with Oracle’s ERP in terms of the financial feature set.
This is both good and bad. Good because iDempiere and ADempiere are quite capable to help a company grow beyond $500M USD. Bad because they tend to be more complex in that they account for multiple languages, accounting schemas, currencies, calendars, costing types, costing methods, etc…. If you are a growing organization, and you need a system that will grow with you, and you have the right internal talent/resources, iDempiere or ADempiere will be a big asset for you.
The biggest difference between these products is that ADempiere and iDempiere are pure open source. ADempiere and iDempiere make all feature available for free. Compiere and Openbravo hold back features behind a commercial or paid license.
iDempiere and ADempiere vs OpenERP:
iDempiere/ADempiere (iD/AD) and OpenERP approach ERP from two very different directions. OpenERP comes out of the box with very simple options. If you are coming from QuickBooks, and you need a simple ERP system help you manage your business, OpenERP will look and feel comfortable.
iD/AD comes out of the box with every feature installed and configured to run a $200M+ USD business. If your business is growing rapidly, and you are willing to invest the time to learn an enterprise accounting system, then iD/AD will give you confidence.
Which one is best for you depends on your internal talent, growth and business complexity. Here is a post to help you learn more.
About Chuck Boecking: I am an ERP educator. I believe that open source ERP have achieved mainstream capabilities, and as a result, more companies can create greater efficiency across their organization. I started using the iDempiere code base in 2003. Back then, it was called Compiere. In 2006, I started my first multi-million dollar installation. Since then, ADempiere has helped me create great success with distribution and manufacturing companies all over the world. My vision of success is to find companies that can best use open source ERP to help them achieve a single, global instance that drives a discontinuous increase in profitability. I believe that organizations win when they own their technology.
If you have questions, comments or concerns, let me know. I definitely want your feedback.
You can contact me by phone using 512.850.6068.
My email is firstname.lastname@example.org.
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Thank you for taking the time. I look forward to speaking with you.