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 setting up a new tenant, the account elements (Chart of Accounts) must be defined as per the import template provided. The standard account elements template can be found in the C:\Compiere2\data\import directory. The template used as the default...