Welcome to OSERP

OSERP brings business records, transactions, stock, and accounting into a company workspace. The most useful way to learn it is to follow a record from setup through a transaction and into its report.

This academy has two reading modes. Follow the User Manual when you need to accomplish a task. Open OSERP Atlas when you need to understand a particular screen, field, or restriction. The coverage register explains the evidence behind this edition.

Before your first session

Obtain your organization's OSERP application address and an individual user account from its administrator. The academy is a public reference; signing into it is not required and it does not sign you into your business system. Never enter application passwords into a public documentation page.

Use a demonstration company for exercises. Real posted transactions affect business records. Sample names and amounts in these lessons are fictional and must not be interpreted as recommended tax or accounting policy.

The first-day sequence

1. Sign in to the application and identify the company you will work in.
2. If creating a business, follow Company Setup. Otherwise have the administrator confirm its setup.
3. Learn the navigation and company context.
4. Review the chart of accounts, period, currency, tax configuration, document numbering, and required posting mappings with the person responsible for the books.
5. Create the necessary customers and suppliers, items, and warehouses.
6. Practise a first sale, then locate its document and resulting reports.
7. Follow the learning path for your job.

Three kinds of information

Master records describe reusable business entities: an item, customer, supplier, warehouse, employee, or ledger. Creating an item does not by itself receive stock into a warehouse.

Transactions record business events: receiving goods, invoicing a customer, accepting payment, transferring stock, or posting a journal. A saved draft and a posted transaction do not have the same effect.

Reports explain the recorded results. Always inspect the company, date range, status filters, and currency before comparing two reports. An apparently missing transaction can be a filter issue rather than a posting error.

What to do when a screen is missing

The navigation depends on role permissions. Some features also depend on company configuration. Ask the administrator to check the intended role and module configuration; repeatedly typing a restricted address will not grant access. The server separately checks individual actions.

What success looks like

You can identify the active company, find an existing record, create an authorized demonstration record, explain whether a transaction is draft or posted, and trace the result into the appropriate report. You do not need to memorize every field before doing useful work.