The purpose of this post is to demonstrate a new Trial Balance window available as a plug-in for iDempiere, Open Source ERP. It is available as a Pack In (2-Pack) module for iDempiere. You will need to manually install it in ADempiere.
2Pack, SQL and Code
In iDempiere, the installation process is pretty simple. You need to files: (1) the Pack In and (2) a SQL script. Both can be found in my bitbucket repository. The path to these files is Bitbucket=>apps=>TrialBalance. Installation is a two step process:
- Install the zip file using the System Administrator “Pack In” window. This process automatically handles creating the Trial Balance header table, iDempiere Table & Column records, Window, Tab & Field records and Menu entries.
- Run the SQL script against the database using PGAdmin or PHPPGAdmin.
Make sure you Pack In before you run the SQL script. The views depend on the table created during the pack in process. I created a step-by-step installation tutorial in the Open Source ERP Academy training center if you need further assistance.
If you used my script to originally install iDempiere, phppgadmin is already installed on your server. You simply need to connect to www.yoururl.com/phppgadmin.
Installation in ADempiere
If you are using ADempiere, you cannot use the iDempiere zip file. Instead, you will need to manually create the header table. Here is the SQL for the header table. If you want help learning how to create your own windows in ADempiere or iDempiere, sign up for training. It covers this topic well plus much more.
CREATE TABLE ChuBoe_trialbalance_hdr ( ad_client_id numeric(10,0) NOT NULL, ad_org_id numeric(10,0) NOT NULL, created timestamp without time zone NOT NULL, createdby numeric(10,0) NOT NULL, description character varying(255) DEFAULT NULL::character varying, isactive character(1) DEFAULT 'Y'::bpchar NOT NULL, name character varying(60), ChuBoe_trialbalance_hdr_id numeric(10,0) NOT NULL, updated timestamp without time zone NOT NULL, updatedby numeric(10,0) NOT NULL, ref_org_id numeric(10,0) DEFAULT NULL::numeric, c_acctschema_id numeric(10,0) NOT NULL, c_calendar_id numeric(10,0) NOT NULL, accountfrom_id numeric(10,0) DEFAULT NULL::numeric, accountto_id numeric(10,0) DEFAULT NULL::numeric, dateacctfrom timestamp without time zone, dateacctto timestamp without time zone NOT NULL, CONSTRAINT ChuBoe_trialbalance_hdr_isactive_check CHECK ((isactive = ANY (ARRAY['Y'::bpchar, 'N'::bpchar]))) ); ALTER TABLE adempiere.ChuBoe_trialbalance_hdr OWNER TO adempiere;
If you are using ADempiere, you will need to manually create the (1) Table & Column records for each, (2) create the Window, Tab & Fields records to support the header, summary and detail tabs, and (3) add the new window to your menu. A step by step demonstration can be found here.
I hope this helps!! If you have feedback, let me know.
What is the best way to Learn iDempiere and ADempiere?
I teach an on-line class that covers how to learn, configure and audit open source ERP. It uses iDempiere as the reference ERP. Here are the course frequently asked questions. I have learned much over the last ten years, and I have much to share. I look forward to seeing you there!!
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.