The purpose of this post is to guide you through the process of creating a new iDempiere user. This post is geared for someone who is new to iDempiere. If you want more detail, you should start with this post.
- Find the desired role using the Role window.
- If you are creating a new role, model it after the GardenWorld Admin role. You can always remove privileges later.
- If you are learning and/or testing iDempiere using GardenWorld, give your managers and accounting personnel the GardenWorld Admin role. Give everyone else the GardenWorld user role.
- If you are creating a new role, give the role access to the desired organizations. By default, the role drive a user’s access to specific organizations.
- Create your new user with the User window. At a minimum, your user needs:
- Password (field in User window)
- Roles (created using User window -> User Roles tab). Create a new record for every role the user will have access to.
That is it. Your new user should now be able to login.
- Do I need to create a Business Partner (BP) for every user? No. You only need to create a BP if you plan to engage in financial transactions with the user. Keep in mind that you use the BP record to flag the user as an employee. Therefore, I recommend that you create a BP record for every employee. It is best practice to name the BP with the employee’s name and add a ” BP” at the end. Doing so help you learn the system by knowing if a given field is referring to the BP or the User.
- Is there more to managing role? Absolutely yes. iDempiere roles and security architecture is very powerful and complex. I purposefully kept this post simple to help you get started. This post touches on the best practice for configuring roles for more complex installations.
- Add your questions to the comments section, I will add the answers to this section.
- If I am just starting with iDempiere, should I create my own Client with its own Roles and Organizations, or should I just use GardenWorld? It is my strong recommendation that you use the GardenWorld client. It is only after you have hashed out all the implementation details (learned the topics and configured the system) that you should create your own Client. ERP is complex enough. Creating a new Client adds significant complexity.
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 email@example.com.
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Thank you for taking the time. I look forward to speaking with you.