Skip to main content

Basic Configuration

Business Group​

The Business Group, known in English as "Client" or Tenant, is the basic unit of the company's database and is equivalent to the company code in the system. The information is stored in the ad_client and ad_clientinfo tables.

All tables in the iDempiere database associate their records with the company through the ad_client_id field (NUMERIC(10,0) NOT NULL).

To enter or modify Business Group information, use the menu:

System Administration -> Tenant Rules -> Tenant

In the "Business Group Information" tab, it's crucial to complete data such as the Calendar and Logos for reports and screens. The Calendar will be defined later in financial section.

Organization​

The Organization is the first level of division within the Business Group. It can be a company, a geographical division, or a department, depending on what the user configures. It functions similarly to a cost center in other systems.

The organization's information is identified by the ad_org_id field (NUMERIC(10,0) NOT NULL).

To enter or modify Organization information, go to the menu:

System Administration -> Organization Rules -> Organization

In the "Organization Information" tab, you'll find important data such as:

  • Location: The organization's legal address.
  • Calendar: Essential for defining accounting periods.
  • Phone numbers, Fax, and E-mail.
  • Tax Payer Type and the ISIC Code, both relevant for managing taxes and withholdings.

Entity Type​

For module development, the code "AMERP" will be adopted as the system's entity key. Variables added to tables will carry this prefix, with a few exceptions, and will be applied to the "Entity Type" field throughout the Application Dictionary model.

Users and Roles​

Security in iDempiere is based on defining Roles and subsequently assigning Users to those roles.

Upon logging into the system, the first thing requested is the User and Password. It is important to select the Language. If you are working as a user, choose Spanish. If you are an administrator and will be using the Application Dictionary, select English.

Next, the system will ask for:

  • Business Group
  • Profile (Role)
  • Organization
  • Default Warehouse
  • Date

If the user has more than one Role, they must select the one corresponding to the task they will perform. If the Organization field allows the * option, the user can perform processes common to all organizations within the Business Group. For daily tasks, it is better to select a specific organization.

User and role information is stored in the ad_user and ad_rol tables, respectively. A key variable in the ad_user table is isaccessadvanced, which must be 'Y' to enable export and import functions.

Defining and Managing Roles and Users​

The definition of roles is done by a user with an administrator profile.

System Administration -> General Rules -> Security -> Role

Roles are configured with tabs that define their functions, such as Organization Access, Window Access, and Process Access.

Users represent the people who perform the roles. They are assigned an ID and a password. In iDempiere, users are associated with Business Partners. Although users are usually employees, roles and tasks can also be defined for business partners like customers and vendors.

To register a user, the recommended way is through the Business Partner maintenance in the User Contact tab:

Business Partner Relations -> Business Partner Rules -> Business Partner

It can also be done from the administration menu, but you must select the associated business partner:

System Administration -> General Rules -> Security -> User

It is recommended to use the RIF (tax ID) as the username for employees, and usNNNNNNNN for vendors and customers, where NNNNNNNN is their business partner code.

Finally, the role is assigned to the user through the same User option or from the Role option, where users are assigned to each role.