How Can We Help?
Some lists that setup depends on have no screen in OpenJanela today. You cannot add to them
yourself; your OpenJanela administrator (or support) fills them in the database. Ask for them at the start, because
customers, suppliers, parts and series pick values from them, and an empty list leaves an empty combo.
What to ask for
| List | Who needs it | What happens if it is missing |
|---|---|---|
| Currencies and exchange rates | Customer and supplier Currency; tax codes | The Currency combo is empty; prints are not converted. |
| Payment methods (cash, cheque, card) | Deposits and payments; customer Payment | No way to record how a customer paid. |
| Customer types, including at least one type flagged Is supplier | Customer and supplier Type |
Supplier Management lists only partners whose type is a supplier type, so you cannot add suppliers. |
| Customer statuses, including one Normal status | Customer Status | Only a Normal status lets an order be placed. |
| Ship routes and drops (weekday and lead time) | Customer Ship To address | Scheduling a delivery fails with “Order Shipping Route is not valid”. |
| Country weekends and holidays | Every date that counts working days | Saturdays and Sundays count as working days. |
| Units of measure (stock, usage, cost and price units) | Parts Stock UOM and Usage UOM; option choice Format |
No screen to add one was found; the standard set (Unit, Length, Area, Weight…) comes with OpenJanela. |
| Series categories (Windows, Patio Doors, Parts, Glass…) | Series Category | No screen to add one was found. The category also decides which rule tests and positions are offered. |
Steps
- Write down what you need: your currencies, your customer types (for example Dealer, Contractor, Homeowner,
Sundry), at least one supplier type, your statuses, your delivery routes with their weekday, the drops on each
route with their delivery lead time in working days, and your country’s public holidays. - Send the list to your OpenJanela administrator or support and ask them to add it to your company’s database.
- When they confirm, check each list as below before you go on.
Check it worked
- Customer Service → Customer Management, open any customer form: the Type, Status,
Currency and Payment combos and the Route combo on the Ship To address show your values. - Purchasing Management → Supplier Management: the Type combo of a new supplier offers a
supplier type. - OJ Setup → PRODUCT SETUP → Series, Header tab: the Category combo shows your
categories. - OJ Setup → PRODUCT SETUP → Parts: the Stock UOM and Usage UOM combos are filled.
Special customer typesA type whose built-in kind is Sundry
is the walk-in or cash account; a Prospect type allows quotes but refuses orders; a Dealer type turns on
the dealer fields of the customer form. Tell your administrator which of your types are which.
is the walk-in or cash account; a Prospect type allows quotes but refuses orders; a Dealer type turns on
the dealer fields of the customer form. Tell your administrator which of your types are which.
Holidays that moveHolidays are stored as month and day and repeat
every year. Holidays that move (such as Easter) must be added again each year.
every year. Holidays that move (such as Easter) must be added again each year.
Details: Currency, exchange rates, payment methods, ship routes and
drops, weekends and holidays and Customer types and customer statuses.