Changeset - dfd89b8a97a7
[Not reviewed]
0 1 0
Yusei Yusei@web - 10 years ago 2013-11-21 01:42:20

Fill workflow usecase
1 file changed with 3 insertions and 3 deletions:
0 comments (0 inline, 0 general)
ExistingProjects/ERP5.mdwn
Show inline comments
...
 
@@ -55,72 +55,72 @@ ERP5's search function can easily filter result by any categories(asset type of
 
So all of them below are basically possible.
 

	
 
- [[Trial Balance Report|UseCases/GeneratingReports#trial-balance]]: Yes
 
- [[Bank Reconciliation Report|UseCases/GeneratingReports#bank-reconcilation]]: Yes, once this report is implemented.
 
- [[Chart of Accounts|UseCases/GeneratingReports#chart-of-accounts]]: Yes. It may require a small customization.
 
- [[Cash Disbursements Journal|UseCases/GeneratingReports#cash-disbursements]]: Yes, it may require small customization.
 
- [[Income Report|UseCases/GeneratingReports#income-report]]: Yes(Use trial balance report)
 
- [[Expense Report|UseCases/GeneratingReports#expense-report]]: Yes(Use trial balance report)
 

	
 
### Evaluation of [[Fund Accounting|UseCases/FundAccounting]] UseCases
 

	
 
My intuition tells(although it is necessary to think the design carefully) that this can be done by
 
implementing a security model based on project/group category with hierarchical structure. Since ERP5 accounting supports hierarchical structure to manage data, non-profit org can be parent and all fiscal sponsorship users can be children. This way, non-profit org can view everything and each fiscal sponsorship user can view only his data.
 

	
 
- [[Fund-only View|UseCases/FundAccounting#fund-view]] Possible
 
- [[Funds as part of whole org View|UseCases/FundAccounting#fundless-view]] Possible
 
- [[Ignore Funds for operations|UseCases/FundAccounting#fundless-view]] Possible
 

	
 
### [[UseCases/Collaborating]] evaluation
 
- [[Simultaneous Editing of Ledger|UseCases/Collaborating#simultaneous-ledger-edits]]: Yes
 
- FIXME: Other uses cases need rewrite.
 

	
 
### Evaluation of [[Double-entry Accounting|UseCases/DoubleEntryAccounting]] UseCases
 

	
 
- Does the system implement pure double-entry accounting? Yes
 

	
 
### Evaluation of [[TrackingDocumentation|UseCases/TrackingDocumentation]] UseCases
 

	
 
Tracking is possible. In ERP5 any documents can link to any other documents and can add link as many as one wants.
 
And ERP5 support not only accounting but invoicing, document management, etc.
 

	
 
- Does the system [[link up to external documentation|UseCases/TrackingDocumentation#document-link-up]]? Yes
 

	
 
- Does it have a [[the ability to explore transactions via documentation linkage|UseCases/TrackingDocumentation#document-link-explore]]? Yes
 

	
 
### Evaluation of [[Handling multiple currencies|UseCases/MultiCurrency]] UseCases
 

	
 
- Does it support the concept of
 
  [[a single functional currency|UseCases/MultiCurrency]], while still
 
  permitting multi-currency entries? Yes
 

	
 
### Evaluation of [[draft transaction|UseCases/DraftTransactions]] UseCases
 

	
 
- Does the system allow
 
  [[generally for draft transactions|UseCases/DraftTransactions#draft-general]]
 
  that can be later approved before officially being posted to the books? Yes thanks to workflow system.
 

	
 
### Evaluation of WorkFlow UseCases
 
- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ?
 
- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ?
 
- Is a [[specific workflow dictated by the system|UseCases/WorkFlow#workflow-dictated]] ? No. Workflow is completely customizable and you can even remove it if it is not needed.
 
- Is a [[the workflow configurable|UseCases/WorkFlow#workflow-configurable]] ?Yes. Workflow is customizable through the web.
 
- [[Unaccrued Invoice|UseCases/WorkFlow#unaccrued-invioice]] ? No problem. For example, it is possible to create invoice transaction once invoice is accepted(once invoice workflow becomes a specific state). And purchase order is not mandatory for example. Everything is customizable.
 

	
 
### Evaluation of the [[Reading and Reporting API|UseCases/ReadingAPI]]
 

	
 
FIXME: This is assessment of what the API for manipulating the accounting
 
data does, so I think it's tough to do it as a list of questions.
 

	
 
### Evaluation of the [[Storage API|UseCases/StorageAPI]]
 

	
 
FIXME: This is assessment of what the API for storing the accounting data
 
does, so I think it's tough to do it as a list of questions.
 

	
 
### Evaluation of the [[Community Health|UseCases/CommunityHealth]]
 
- Is the [[license both determined as Free Software by FSF and OSI-approved|USeCases/CommunityHealth#license-approved]]?
 
- Is the [[license GPL-compatible||UseCases/CommunityHealth#gpl-compatible]]?
 
- Does the project
 
  [[require assignment of copyright or a CLA to get code upstreamed|UseCases/CommunityHealth#no-cla-for-profit]]?
 
- How many
 
  [[active developers/companies contribute to the project||USeCases/CommunityHealth#dev-count]]?
 
     * If there aren't many, how hard would it be to take over the project if needed?
 
- Is there good [[developer documentation|UseCases/CommunityHealth#dev-docs]]?
 
- How easy it to [[engage as a developer with the community|UseCases/CommunityHealth#dev-welcoming]]?
0 comments (0 inline, 0 general)