A key documentation tip

As you know one of our main goals is to create and maintain an excellent documentation about OB3

This blog post is intended to give you and our Community some tips to get that goal.

Normally all of you document windows that were changed or that are added. That is correct and great.

However majority still forgets to update or at least to review for a possible change the business flows or how-to articles where these windows are used. This last step is key because according to our documentation concept each window is taking part of some business process.

Therefore, every time that you document a new feature please remember that you need to reflect it at least in two places in the documentation:

(1) In the particular window(s) / report (s) documentation itself.
(2) In the business flow / How-To articles where this window(s) / report (s) is used. This part is quite often overlooked.
* As of now we have 13 business flows and 13 How to articles. Each of them starts with the configuration required before performing a business flow and then explains how the business flow is executed. Depending on the new feature you implement you might need to change the configuration part and/or the execution part of a business flow.
Even more, I would recommend to start the documentation work by updating this part of the documentation first because it sets a context that is required later on to describe the window and the operations in this window.

Additionally, if you change an OB generic component such as the "Product Selector" you need to review the Common OB Concepts and Processes section.
In that section we describe only once common concepts and/or processes which can be used in many places in Openbravo.

Lets review few real examples:

(1) "Return Materials" functionality required the creation and explanation of a new business flow (Supplier Returns business flow) and of course the explanation of specific windows such as the Return to Vendor window in the Procurement Management application area.

(2) "Quotations" functionality required a change in the Configuration section of the Order to Cash business flow as well as a change in the Execution section of the same business flow, besides the corresponding changed in the Sales Quotation window and Sales Order window of the Sales Management application area.

(3) The feature of renaming "Accounting Schema" as "General Ledger" required a change in the Basic Configuration section of the Period End Close to Financial Report business flow besides the corresponding changes in the General Ledger configuration window article of the Financial Management application area.

Please do not hesitate to contact me in case you have any doubt. I'll be glad to help you.

Novedades en los modelos tributarios de IVA para España

Como ya es conocido, el Real Decreto-ley 20/2012, de 13 de julio, de medidas para garantizar la estabilidad presupuestaria y de fomento de la competitividad, introdujo cambios en el "Impuesto sobre la Renta de las Personas Físicas" y en el "Impuesto sobre el Valor Añadido".
Estos cambios entraron en vigor el día 1 de Septiembre de 2012 e implican la subida tanto de los tipos normal y reducido de IVA y Recargo de Equivalencia, como de las retenciones a profesionales.

En respueta a estos cambios tributarios Openbravo publicó tal y como ya se comunicó:

• una nueva versión del Módulo de Impuestos para España que incluye los nuevos tipos de IVA, Recargo de Equivalencia e IRPF
• y un nuevo módulo de Configuración de los Libros de IVA que incluye los nuevos tipos de IVA y de Recargo de Equivalencia en la configuración de los libros de facturas recibidas y emitidas. Es importante recordar que este módulo es la configuración básica del Modelo 340 en sus dos versiones:
•  Modelo 340 para OB 2.50 con APRM y OB 3
•  Modelo 340 para OB 2.50 sin APRM

Es momento ahora de publicar una nueva versión de los modelos tributarios de IVA que también se han visto afectados por los cambios introducidos por el Real Decreto-Ley 20/2012.

Estos modelos son:

• Modelo 303. Para más información consulte el siguiente enlace.
• Modelo 349. Para más información consulte el siguiente enlace.

Por último, recalcar que los modelos tributarios anuales que se listan a continuación también pueden verse afectados por estos cambios:

• Modelo 347 (IVA) - Declaración anual de operaciones con terceros
• Modelo 390 (IVA) - Declaración anual de IVA
• Modelo 190 (IRPF) - Declaración informativa de retenciones e ingresos a cuenta.

De ser así Openbravo publicará una nueva versión de estos modelos una vez que la Agencia Tributaria de a conocer los cambios en dichos modelos si los hubiera.

As promised we keep going on our way of Openbravo User Guide improvements.

This time there is a mix of items we have improved.

1.-  In response to the feedback received there is one key concept and one key process we have better documented:

The concept:

The Payment Method article of the User Guide describes now in deep the  "Payment Method" concept as well as the "Payment Cycle" in Openbravo. This helps to understand the payment method configuration and accounting.

This article includes now a set of examples which illustrate how different payment methods behave depending on their setup.

To close the loop the Payment Method tab and the Accounting Configuration tab of the Financial Account window have also been improved.

The process:

The Open/Close Period Control article of the User Guide describes now how "Period Control" impacts on the "Close Year" process and the other way around. Besides, this article includes now a set of examples which illustrate different scenarios for which "Period Control" feature can be useful.

The "Close Year" process explanation is now split in two parts:

- the Execution section of the "Period End Close to Financial Report" business flow describes now the very basic steps of this process. This section also explains how those steps can be executed in Openbravo.

- and the Fiscal Calendar article includes now a detailed explanation and an example of the "Closing" accounting entries automatically generated by this process.

2.- The use of a G/L Journal configured as a template is now explained step by step referred to the How to manage payroll accounting and payment article.

This feature is a key feature on recurring accounting practices such as payroll accounting executed on a monthly basis.

3.- The Product Selector is now better documented within the Common Openbravo Concepts & Processes section of the User Guide.

You will learn that there are two main views of it, one of them aimed to support commercial needs while the other one is aimed to support warehouse needs. 

As a side but key feature the commercial product selector allows you to choose alternative price list in an order or invoice line, so the one on the header is really only to be considered the default price list for the order/invoice, not the price list for the document.

We welcome you to read all these new articles and let us know your feedback!!

As always we would like to thank you for the feedback you've already provided. 

According to it our next priority is to improve the General Setup article.

The main feedback we have received is that although from the name of the area customers expect to have instructions on how to setup Openbravo in reality it does not explain this. The reason for that is that the current documentation of the General Setup follows the structure of the application.

Therefore after our planned change this article will have a clear explanation of the steps to follow while setting up Openbravo. It will differentiate basic and advanced setup and it will refer to the Quick Guide for an explanation of the basic setup. As a consequence of that the Quick Guide is also going to be improved.

Last but not least we would like to share with you the list of the How To articles we have by now. Please vote for the ones already in there or suggest new ones. You can also use User Voice (http://openbravo.uservoice.com) to collect votes by adding pending How Toes as Ideas.

Stay tuned to the Documentation channel.

Enjoy!!
Patricia.

Openbravo User Guide. Keep improving it!!

As promised we keep going on our way of Openbravo User Guide improvements.

Starting from several days ago new section named  "How To" can be found in it.

The structure of How To articles is similar to the overall organization of the User Guide. Each How To at first presents the business goal, and then clearly details the execution steps to follow in order to get that objective done in Openbravo.

We have written articles which explain:

• How to adjust customer account balances using credit memos
• How to transfer funds between financial accounts
• How to setup discounts for early payment
• How to use volume discounts
• How to manage prepaid invoices in receivables
• How to manage prepaid invoices in payables
• How to manage payroll accounting and payment
• How to manage attributes and attribute sets
• How to manage VAT settlement and payment

We welcome you to read them and let us know your feedback!!

Finally, we would like to thank you for the feedback you've already provided. According to it our next priorities would be General Setup and Financial Management areas with Enterprise Modelling and Accounting Configuration.

Stay tuned to the Documentation channel.

Enjoy!!
Patricia.

Subida del IVA e IRPF el 1 de Septiembre de 2012 - Continuación

Tal y como ya se comunicó se publican a fecha de hoy 27 de Julio:

• una nueva versión del módulo de impuestos para España, versión 1.2.45. Esta nueva versión ya incorpora los nuevos tipos impositivos válidos a partir del 1 de Septiembre. Puede encontrar todos los detalles en este enlace.

• y un nuevo módulo de configuración de los libros de IVA para 2012 que incorpora los nuevos tipos impositivos. Puede encontrar todos los detalles  en este enlace. Este nuevo módulo tiene una dependencia a la versión 1.2.45 del módulo de impuestos para España.

Subida del IVA e IRPF el 1 de Septiembre de 2012

El Real Decreto-ley 20/2012, de 13 de julio, de medidas para garantizar la estabilidad presupuestaria y de fomento de la competitividad, introduce cambios en el Impuesto sobre la Renta de las Personas Físicas y en el Impuesto sobre el Valor Añadido.

Estos cambios entrarán en vigor el día 1 de Septiembre de 2012 y son, entre otros, los que se detallan a continuación:

• subida del tipo general de IVA del 18% al 21%
• subida del tipo del tipo reducido de IVA del 8% al 10%
• suben las retenciones a profesionales del 15% al 19% 
• suben las retenciones a profesionales del 7% al 9%
• el recargo de equivalencia sube del 4% al 5.2%  y del 1% al 1.4%

Openbravo publicará el 27 de Julio una actualización del módulo de impuestos para España y un nuevo módulo de configuración de los libros de IVA para 2012.

El Rel Decreto-Ley 20/2012 de 13 de Julio, también detalla ciertos bienes/servicios a los que ya no aplica el tipo de IVA reducido sino el general, por tanto recomendamos la revisión del Real Decreto y la modificación en su caso de la "Categoría de Impuesto" asociada a los productos y/o servicios dados de alta en Openbravo.

Por último, no hay información todavía de cómo afectarán estos cambios de tipos a los modelos tributarios de IVA (303, 340, 347, 349, 390) e IRPF (190) que se pueden obtener en Openbravo. Es por ello que estaremos al tanto de dicha información con el fin de publicar nuevas versiones de los modelos tributarios si fuera necesario y por tanto de una nueva versión del pack de localización para España.

Los primeros módelos tributarios que "podrían" verse afectados son:

• el 303 y el 349, respecto del periodo impositivo "Septiembre de 2012" o "Tercer Trimestre de 2012" 

• y el 340, respecto del periodo impositivo "Septiembre 2012" 

Estos módelos se deben presentan a Hacienda antes del 22 de Octubre de 2012.


Atentamente,
Patricia San Juan.