Compiere CRM Server
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Compiere CRM Application Server
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COMPIERE CAPABILITIES
Compiere is an integrated open source CRM and ERP business solution built on a powerful Model-driven Application Platform that gives you the capabilities to run YOUR business, YOUR way. Use Compiere business solutions software to automate all of your financial, distribution, sales and service processes… quickly, affordably and easily.
Compiere lets you automate all of your financial, distribution, sales and service processes quickly and easily. At the same time, Compiere employs an innovative model-driven Architecture that gives you unprecedented adaptability, speed of deployment and low cost of ownership.
The Compiere Model-driven Application Platform, depicted above, is composed of an Applications Dictionary, a Transaction Engine and a Transaction Database. The Applications Dictionary is the repository of business logic meta-data such as window, field, report and workflow definitions. The Transaction Database is the repository for your transaction (e.g. invoices) and set-up (e.g. customer) data. The Transaction Engine manages the interplay between business logic from the Applications Dictionary, transaction data from the Transaction Database and user requests.
Customising your Solution
The significant breakthrough in the Compiere Model-driven Platform is that it stores business logic in an applications dictionary rather than being hard-coded into software programs. At runtime, The Compiere Transaction Engine reads and writes information from the applications dictionary and the transactions database, utilizes the business logic to assemble windows and data and present the results to the user.
With business logic stored in the Applications Dictionary as rows in the Compiere database schema, customizing the application is a simple matter of creating, modifying or deleting business logic in the Applications Dictionary. System administrators use the Compiere client to access and change the business logic in the Applications Dictionary, typically without programming. Once saved, Applications Dictionary changes are available immediately to the Transaction Engine and for user transactions.
What’s more, storing business logic separately from the Compiere executables, enables you to ensure that your business-specific optimizations remain in place over the lifetime of your solution, even through upgrades to newer versions of Compiere software. Unlike traditional ERP systems that recommend adapting your business processes to match the default software settings, Compiere encourages you to customize the solution you deploy to match your business needs. As your business environment changes, you can adapt Compiere to your changing needs–quickly and easily.
MODEL DRIVEN ARCHITECTURE
Compiere employs a Model Driven Architecture (MDA) to enable broader application adaptability, faster deployments and lower cost of ownership than is possible with products utilizing earlier generation enterprise software architectures.
Without procedural coding or crafting of SQL commands Compiere’s Model Driven Architecture enables rapid application customizations such as:
- Add a new column to a table
- Add optional validation rules (list of values, range, etc.)
- Redesign an application window to display the new column
- Enter data into the new column through the application window
- Create a report which includes the new column or uses the new column as a query parameter
What’s more, you can complete all of these changes on your production system without any downtime in as little as five minutes. Complex customizations are also possible with Compiere. For example, Compiere supports field-, column- or record-level security, workflow, and multi-step transactions, but it may take a bit longer to implement these capabilities.
Compiere is designed to be customized easily and to be upgraded to newer versions periodically. In the case above, the new column is marked as a user defined customization. Upgrading to a newer version of the Compiere platform will not overwrite or undo previous customisations.
If you are using an older generation ERP system, any of the customizations described above will be significantly more difficult to complete. Changes will often require specialized personnel who have a deep understanding of previous customizations made to your system and who have expertise with a proprietary scripting language. Even then, applying the changes can take days and require downtime on your production system.
Compiere Model Driven Architecture Advantages
Compiere’s Model Driven Architecture equips your organization to adapt your Compiere solution quickly and easily to the inevitable changes your business will face. Compiere provides:
- Rapid customization of applications to specific business needs
- Higher productivity for developers and users alike
- Affordable customization of applications at any time without specialized programming staff
- Greater stability because windows and reports are generated from rules stored in an active Application Dictionary rather than programmed using 3GL code
APPLICATIONS DICTIONARY
The majority of enterprise applications on the market today require developers to design, code and test every screen. This is not the case with Compiere. Compiere uses a centralized and active Applications Dictionary to store meta-data and rules for managing your custom solution. The Applications Dictionary is an integral part of the Compiere Model-driven Application Platform that enables you to customize your solution quickly and easily.
Compiere’s Applications Dictionary is at the meta-data layer, and it knows how to access transaction data and how various data are related. The Applications Dictionary contains definitions of a data entity (type, validation, etc.), how it is displayed (label on screens and reports, help, display sequence and position relative to other fields), and the display rules. The Applications Dictionary also manages security and access control rules.
The Applications Dictionary is ‘active’, meaning it is used at runtime and is context-sensitive. For example: it ‘knows’ that payment terms are not available for ‘over-the-counter sales.’ Thus, payment term fields are not displayed or editable in over-the-counter sales transactions. If you change the transaction type to a ‘standard order,’ payment terms become a mandatory part of the transaction.
WORKFLOW
Compiere’s flexible workflow model gives you the ability to define automated workflow rules that match your business practices. The system conforms to Business Process Management standards from the Workflow Management Coalition and Object Management Group.
Compiere enable three types of workflow:
General Workflow
Provides guidance and step-by-step instructions for achieving a task. Examples: Setup Wizards or Month End procedures. A user starts them from the menu.
Document Process Workflow
Started when processing any document. You can use these workflows to manage approvals. Example: Special approval for orders over a certain amount.
Document Value Workflow
The workflow is automatically started when any entity fulfils a user defined condition. Example: Start credit approval for a new Business Partner.
Workflow Components
Nodes and Transitions
A Compiere Workflow is composed of one or more Nodes (Steps). Each Node can have the following Actions:
Automatic Process
Any Process, Report, Task, Workflow, Document Action,
User Action
Any Window, Form – User needs to confirm Completion
Set Variable
Any Column to Constant or Variable
User Choice
Any Choice (e.g. approval), List selection
Wait (Sleep)
can also be used for Start/End/etc.
Transition between nodes can optionally have conditions. In addition, you can specify multiple transitions, each of which can be processed sequentially or in parallel.
Approvals
Compiere lets you specify a workflow-specific approval hierarchy or it can utilize the organization hierarchy defined in the system.
The entity responsible for a workflow can be an individual, a group, or an organization. Different individuals can be responsible for different nodes/steps in a workflow.
Priority, Escalation and Alerts
Compiere provides dynamic priority management, allowing you to use the workflow engine for call center routing and priority based customer support.
You can define escalation rules (based on inactivity, for example) and send alerts to the workflow responsible and/or the supervisor.
SECURITY
Compiere provides a complete application-level security infrastructure, supporting role, data security, data encryption and auditing. These comprehensive security features enables the application architect to implement security policies that protect your valuable corporate data from inappropriate or unlawful access while enabling your trusted employees to effectively do their jobs.
Security policies are extremely flexible and are defined without programming.
Role-based Security
Every Compiere user has a unique user account. Associated with each account are one or more roles that define what data and functions are available. Upon successful login, Compiere uses the role information to populate the menu of application functions, windows and reports that are available to the user.
The system uses an inheritance-based model to grant or revoke privileges according to role. Roles can be general to the whole enterprise or to an organizational unit within an enterprise. For example, everyone in the enterprise can view the end-user price list. Also, roles can be as specific as a single function. For example, only the CFO can change the chart of accounts.
Data Security
In addition to role based-security, Compiere includes robust data-level security features. Data level security uses role-based information to restrict access to specific data records or fields. For example, a data security policy can restrict sales representatives from viewing sales orders from outside their territory. A different data security policy would enable accounts payable staff to process orders from all territories, but restrict them from changing prices. With data security you have the ability to automate internal controls using precise access rules, ensuring appropriate governance checks and appropriate segregation of duties for transactions. Data-level security is delivered as part of the Compiere Enterprise Edition.
Auditing
As an additional layer of security, Compiere provides the ability to audit any transaction in the system, including changes to the application metadata. For example, if an administrator changes a user’s role, a security policy or a field on an order screen, those changes can be logged and audited. New transactions, changes to existing data and even queries of specific records and fields can be tracked in the audit log.
The choice of how restrictive or open your security policies are in your control. Importantly, role and data security are implemented without programming.
TRANSACTION INTEGRITY
Compiere ensures that every transaction can be repeated and regenerated. Transaction failures, while rare, can occur. In most cases these errors are identified by the system immediately. An error causes the system to alert the user, who can attempt to fix the problem. If recovery is not possible, the failed transaction is isolated and the rest of the system continues to work. This “transaction de-coupling” is the basis for Compiere’s transaction integrity system.
Simplified Recovery
With Compiere, the system checks regularly if a transaction is complete. If a transaction is not complete and consistent due to a system failure, the administrator and user are alerted. If a problem occurs during processing of one of the sub-transactions, that error doesn’t stop the cashier from performing additional tasks. An administrator can investigate and resolve the failed transaction independently and asynchronously.
As applications become more complex with ever growing combinations of transactions, potential error causes grow exponentially. In the rare case of an error, Compiere isolates the problem without interrupting Compiere’s core functions
AUTOMATED VERSION MIGRATION
One of Compiere’s primary design principles is that any element of the system can be changed at any time without consequences in other parts of the application or to application data. This very simple principle gives you unprecedented flexibility in managing your application over time.
Compiere’s Migration Management solution fully embodies the “change anything at any time” principle. Migration Management enables you to migrate to newer versions of the Compiere platform periodically while preserving all of the customizations, extensions and transaction data accumulated since you first deployed your Compiere solution. Compiere Migration Management allows you to:
- Migrate from any previous Compiere release to the current release
- Migrate a client instance from one database to another database
- Migrate/copy setup meta-data (i.e. no transactions)
- Delete clients or transactions (“clean start”)
Preserving Customizations
Compiere will not modify your customizations – as long as they are marked as customizations. The Migration Management solution gives you the confidence to customize your application to meet business needs, without impacting the supportability and upgradeability of your solution. Migrate to newer Compiere versions on your timetable with confidence that any and all customizations required by your business needs are preserved.
Automated, Fast and Dependency-Free
Migration Management is a fully automated process that completes in just a few hours. There are no manual steps required prior to running a migration or after the automated tool completes. The Migration Tools upgrades all Compiere solutions regardless of patch level or version.
The Compiere Migration Management solution is included with Compiere Service subscriptions
DATABASE
Compiere requires database management software to process your ERP and CRM information and transactions. Compiere software is certified to work with Oracle (Express, Standard, Standard One and Enterprise Editions) and EnterpriseDB Postgres Plus Advanced Server, giving customers a range of database platform and pricing choices.
Database software acquisition can be expensive and complicated. As an Authorized Reseller for both Oracle Corporation and EnterpriseDB Corporation, Compiere strives to make it as easy as possible to acquire a database software license in conjunction with your Compiere solution.
Oracle for Compiere
Postgres Plus Advanced Server for Compiere
Application-specific Full Use Database Licenses for your Compiere Solution
Application-specific full-use database licenses from Compiere provide you with a range of scalability, reporting and deployment options, at affordable application-specific pricing. Whether you choose Oracle or Postgres Plus Advanced Server database technology, you’ll have a robust platform for managing your Compiere application:
Unlimited Data Store Growth
Your storage capacity is limited only by computer and storage hardware, enabling you to scale your Compiere solution and data store over time.
3rd Party Reporting
Report on your Compiere data in a number of ways. You may generate on-screen or printed reports from within the Compiere application or access data through your choice of 3rd party reporting tools.
Solution Support
The database and tools licensed from Compiere are backed by Compiere, and in turn by Oracle Corporation and EnterpriseDB Corporation. Compiere provides a single source for comprehensive technical support and software maintenance for your Compiere solution.
Flexible Licensing Options
Database software licensed from Compiere is an “application-specific full use license” that may only be used in conjunction with Compiere applications. The software is not licensed for use with any other application. Licenses are for a one year term and are annually renewable.
User and Processor Licensing Metrics
Database software from Compiere is available through two different licensing options:
User-based licensing
User licensing offers an exceptional value for organizations that can precisely identify and count the number of authorized Compiere users. Licensing is per named user with a minimum of 10 users. User-based licensing is not available to Compiere customers who deploy the web store or other self-service functionality, because the precise number of users cannot be counted.
Processor-based licensing
Processor licensing is based on a count of all processors where the database is installed and/or running. Processor licensing is the choice for customers that have enabled Compiere self-service capabilities or who are licensing a larger number of named users.
Additional Licensing Options
Compiere understands that some customers will need additional licensing options. For example, if your organization is developing application functionality that is outside the scope of Compiere, is scaling your hardware environment beyond four processors or needs access to the database vendor’s support services directly, a full use license may be more appropriate. A Compiere Authorized Partner or Sales Representative can provide additional detail on your potential licensing options.
APPLICATION INTEGRATION
Compiere is your platform to integrate enterprise-wide business processes. In many cases the integration is fully within your Compiere solution. In other cases you’ll need to integrate data and processes with external systems and legacy applications. Compiere provides rich functional integration out of the box, and is compatible with multiple standards based interfaces for integrating data across your enterprise.
Functional Integration
Compiere fully integrates ERP, CRP and Performance Management data and processes. This tight integration ensures that the different functional areas have all the information required for business decision-making. There is no need to derive information as source transactions include linkages to all needed supporting data. Neither is there any delay in users having up to date information as there is no need to transport data or perform any data cleansing routines.
Interfaces
ERP Reporting Views
If the internal ERP reporting facilities are not sufficient, third party SQL based tools can be used. Compiere provides business views, which resolve all foreign key references and are therefore ‘ready to use’. There is no need for data model knowledge or developing and maintaining catalogs for these third party tools. You need to enforce any security manually.
Data Export
Compiere exports all data in reports to the following data formats:
Excel
HTML
XML
Text
PostScript
Word
Business OLAP Cubes
Compiere allows exporting of OLAP data to Excel Pivot tables and selected OLAP tools for further analysis.
Data Import
Compiere imports data to the main reference and transaction entities from XML, fixed length or comma separated files. There are predefined formats, but you can also define your own record formats.
Extensions
In addition to the standard customizations, Compiere provides the ability to extend the application using Java Business APIs. In contrast to other applications, client extensions are maintained during upgrades.
Scripting
Compiere Scripting will allow the user to extend functionality using Java syntax. It is also used for data import and conversion.
Call-outs
Client-side “call-out” technology enables an additional class of functional extensions by executing subroutines (written in Java, C or other technologies) to perform specialized processing. Common uses for call-outs include data validation against an external source or collecting data from an external feed. Call-outs can be invoked before or after data entry in any field. Compiere ensures that call-outs cannot crash or corrupt the system.