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Working with OpenERP

Book Description

Enterprise resource planning (ERP) is essential for businesses and this excellent guide will help you successfully implement OpenERP on Windows or Ubuntu. Straightforward enough for non-techies.

  • Learn to install and configure OpenERP on Windows or Ubuntu
  • Understand how to enter sales orders, create invoices, and receive payments step-by-step
  • Implement powerful purchasing and manufacturing modules in OpenERP using real-world examples
  • Learn advanced OpenERP features and how to create your own custom modules
  • Use a non-technical approach for incorporating an ERP system into your business

In Detail

OpenERP continues to gain momentum throughout the world in providing the best platform for open source ERP installations. This book covers all the essential modules and how to get the power of OpenERP to work for you.

"Working with OpenERP" provides a real-world business solution approach to integrating OpenERP into your small or medium sized business. This book begins by walking you through how to install OpenERP on a Windows or Ubuntu server then takes you through all the essential modules you will need to get OpenERP up and running for your company.

All through the book, "Working with OpenERP" provides real-world examples in sales, customer relationship management (CRM), purchasing, manufacturing, human resources, and financial accounting. After covering the basics, you will learn how to customize various methods to configure OpenERP for your business and even build your own custom modules.

"Working with OpenERP" covers all the basics of installing and using OpenERP along with advanced real-world examples you will not find anywhere else.

Table of Contents

  1. Working with OpenERP
    1. Table of Contents
    2. Working with OpenERP
    3. Credits
    4. About the Author
    5. About the Reviewers
    6. www.PacktPub.com
      1. Support files, eBooks, discount offers and more
        1. Why Subscribe?
        2. Free Access for Packt account holders
    7. Preface
      1. What this book covers
      2. What you need to know to use this book
      3. Who this book is for
      4. What is an ERP system?
        1. Common ERP modules
          1. Selling products to your customer
          2. Purchasing products from suppliers
          3. Accounting and finance
          4. Managing your accounts and financing in OpenERP
          5. Handling your manufacturing operations
          6. Managing customer relations in OpenERP
          7. Configuring human resource applications in OpenERP
      5. Finding additional modules for your business requirements
      6. Getting into OpenERP
      7. OpenERP – an open source ERP solution
        1. Free your company from expensive software license fees
        2. Modify the software to meet your business needs
        3. Collaborative development
        4. OpenERP – AGPL Open Source License
      8. A real-world case study using OpenERP
        1. Silkworm, Inc. – a mid-sized screen printing company
      9. Conventions
      10. Reader feedback
      11. Customer support
        1. Errata
        2. Piracy
        3. Questions
    8. 1. Setting Up OpenERP
      1. Getting started with OpenERP online
        1. Taking advantage of OpenERP online
        2. OpenERP browser requirements
        3. Accessing the OpenERP free online trial
        4. Choosing your first application
        5. Configuring accounting data
        6. Setting your accounting options
        7. Signing up for continued service
      2. Using OpenERP without subscription fees
      3. Getting to know the OpenERP architecture
        1. Introducing the PostgreSQL database
        2. Observing database specifications
          1. Running cross platform
        3. Writing code with Python
        4. Following the Model-View-Controller design
          1. Designing models
          2. Rendering views
          3. Authoring controllers
      4. Choosing your installation operating system
        1. Choosing a Microsoft Windows OpenERP installation
        2. Choosing an Ubuntu OpenERP installation
          1. Ubuntu is the primary target platform
          2. Ubuntu is open source
          3. Ubuntu has additional scalability options
          4. Ubuntu has strong community support for OpenERP
        3. Choosing another OS option for OpenERP
      5. Understanding OpenERP releases
        1. Upgrading OpenERP
      6. Installing OpenERP on Windows OS
        1. Performing an all-in-one OpenERP installation in Windows
          1. Testing your Windows installation
      7. Installing OpenERP on Ubuntu
        1. Modifying sources.list
          1. Installing the package
          2. Testing your OpenERP installation
      8. Troubleshooting and OpenERP management tips
        1. Troubleshooting OpenERP installations
        2. Checking your browser destination
          1. Verifying that the OpenERP service is running
          2. Checking for the OpenERP services running in Windows
          3. Checking for OpenERP services running in Ubuntu
        3. Starting and stopping OpenERP services in Ubuntu
          1. Finding the primary OpenERP logfile
          2. Modifying the OpenERP configuration file
            1. Changing port numbers
            2. Changing the admin password
      9. Summary
    9. 2. Starting Your First Company
      1. Gathering requirements
      2. Implementing an ERP system with a modular approach
      3. Introducing Silkworm – our real-world case study
        1. Creating a new database in OpenERP
        2. Setting our master password
        3. Selecting a database name
        4. Loading the demonstration data
        5. Specifying our default language
        6. Choosing a password
        7. Managing databases in OpenERP
        8. Installing the Sales Management module
          1. Configuring accounting data
            1. Setting your accounting options
        9. Knowing the basic OpenERP interface
          1. Using the search box
          2. Picking different views
        10. Creating your first customer
          1. Is a Company?
          2. Entering data into an OpenERP form
          3. Editing customer information – the Sales & Purchases page
            1. Salesperson
            2. Reference
            3. Language
            4. Date
            5. Customer
            6. Supplier
            7. Active
            8. Receive Messages by Email
            9. Opt-Out
          4. Editing customer information – the Accounting page
            1. Fiscal Position
            2. Account Receivable
            3. Customer Payment Term
            4. Total Receivable
            5. Credit Limit
            6. Latest Reconciliation Date
            7. Account Payable
            8. Supplier Payment Term
            9. Bank Accounts
            10. Saving the customer record
        11. Entering a product in OpenERP
          1. Product Name
          2. Category
          3. Can be Sold
          4. Entering a product – the Information page
            1. Product Type
            2. Sale Price
            3. Internal Reference
            4. EAN13 Barcode
          5. Entering a product – the Procurements page
            1. Cost
            2. Description for Suppliers
          6. Entering a product – the Inventory page
            1. Status
            2. Product Manager
          7. Entering a product – the Sales page
          8. Entering a product – the Accounting page
          9. Saving the product
        12. Setting the company information
          1. The Configuration page
          2. The Overdue Payments page
          3. Saving company information
        13. Entering your first sales order
          1. Selecting the customer
          2. Date
          3. Customer Reference
          4. Entering line items on a sales order
            1. Product
            2. Description
            3. Quantity
            4. Taxes
            5. Unit Price
          5. Saving the quotation
          6. Understanding the sales order workflow
            1. Send by Email
            2. Print
            3. Confirm Sale
            4. Cancel Quotation
        14. Invoicing the sale
          1. What do you want to invoice?
          2. Creating the invoice
      4. Summary
    10. 3. Exploring Customer Relationship Management in OpenERP
      1. Using CRM as a business strategy
        1. Managing the customer experience
        2. Treating your customer like a real person
        3. Using your mission statements and company goals to drive the design of your CRM system
        4. Real-world case study – improving customer experience
        5. Installing the CRM application
        6. Assigning the sales representative or account manager
          1. Designating language and time zone
            1. Receiving messages via e-mail
            2. Email
            3. Default Sales Team
            4. Signature
            5. Access Rights
            6. Selecting sales application settings
            7. Manually setting the user password
          2. Assigning a salesperson to a customer
        7. Tracking leads and opportunities
          1. Creating a new opportunity
            1. Subject
            2. Expected revenue and percentage
            3. Customer
            4. Next Action
            5. Expected Closing and Priority
            6. Categories
            7. Email and Phone
            8. Internal Notes
          2. The Lead tab
            1. Entering lead address and contact information
            2. Mailings
            3. Active
            4. Referred By
            5. References
          3. Looking at your opportunities in kanban view
            1. Taking action on an opportunity
          4. Using OpenERP's OpenChatter feature
            1. Managing the opportunity
          5. Following a business document
            1. Scheduling a call
          6. Looking at your scheduled calls
          7. Negotiating the sale
          8. Modifying the stages of the sale
          9. Closing the sale
          10. Converting our opportunity into a quotation
          11. Creating leads in OpenERP
          12. Creating custom stages by the sales team
      2. Summary
    11. 4. Purchasing with OpenERP
      1. Understanding the overall purchasing process
        1. Setting up a supplier
        2. Setting up warehouse locations
        3. Generating quotations and purchase orders
        4. Receiving the product
        5. Settling the invoice
        6. Installing the purchasing application
        7. Setting up your first supplier
        8. Designating supplier companies versus individuals
        9. Configuring your product for procurement
          1. Defining the procurement method
          2. Knowing your supply method
        10. Setting the cost price of the product
          1. Estimating manufacturing lead time
          2. Setting records to active
        11. Assigning suppliers to the product
          1. Establishing the supplier
          2. Designating supplier product name and product code
          3. Setting minimal quantity
          4. Calculating the delivery time
        12. Creating your first purchase quotation
          1. Adding products to your quotation
          2. Printing a quotation and updated status
          3. Promoting status to RFQ (request for quotation) sent
          4. Confirming a purchase order
        13. Receiving products
          1. Getting ready to receive
          2. Receiving our goods
        14. Paying supplier invoices
      2. Summary
    12. 5. Making Goods with Manufacturing Resource Planning
      1. Creating manufacturing orders
        1. Producing the product
        2. Delivering the order
        3. Defining the workflow for your business
      2. A real-world example – producing a custom-printed t-shirt
        1. Installing manufacturing resource planning (MRP)
          1. Creating your first manufacturing order
            1. Selecting the product
        2. Building your bill of materials
          1. Confirming production
        3. Producing the product
          1. Analyzing the inventory
          2. Managing routings and work orders
        4. Creating a work center
          1. Defining the resource type
            1. Setting capacity information
              1. Efficiency factor
              2. Capacity per cycle
              3. The time for one cycle in hours
              4. The time before and after production
            2. Costing information
        5. Creating routing orders
        6. Creating a manufacturing order with routing and work center
          1. Producing the manufacturing order
      3. Summary
    13. 6. Configuring Accounting and Finance
      1. Defining the chart of accounts for your business
      2. Installing the Accounting and Finance application
      3. Viewing the current chart of accounts
      4. How were transactions created in Account Payable?
      5. Viewing the other journal items
      6. Tracking accounting transactions through the sales and accounts receivable process
        1. Viewing the transactions created by validating the invoice
        2. Practice posting transactions and tracking the results
        3. Where are my taxes?
        4. Specifying the account for your sales tax
      7. Setting up your own accounts
        1. Specifying a new account for your product category
        2. Configuring your fiscal year and periods
        3. Closing a period
        4. Creating journal entries
      8. Summary
    14. 7. Implementing the Human Resources Application
      1. Taking a modular approach to human resources
      2. Installing the Employee Directory application
      3. Creating a new employee
        1. Employees' public information
          1. Related User
          2. Visibility
          3. Department
          4. Job
          5. Manager and Coach
            1. Employees' personal information
      4. Managing timesheets
        1. Looking at your current timesheet
        2. Setting up an account for tracking time
        3. Configuring the employee for entering timesheets
        4. Tracking employee hours with the timesheet
        5. Validating timesheets
      5. Leave management
        1. Creating a leave request
        2. Leave Type
        3. Duration
        4. Mode
        5. Employee
        6. Department
        7. Submitting for approval
        8. Approving leave requests
        9. The Leaves Summary page
      6. Managing the recruitment process
        1. Defining recruitment stages
        2. Recruiting for a new job
        3. Understanding the Interview button
        4. Creating an employment application
        5. Hiring employees
      7. Working with user access rights and groups
        1. Knowing built-in access rights
        2. Understanding inherited groups
        3. Setting access to menus and views
        4. Determining access rights
      8. Summary
    15. 8. Understanding Project Management
      1. The basics of Project Management
      2. Installing the Project Management application
      3. A real-world project example
      4. Creating our first project
        1. Assigning project teams
        2. Setting other project info
        3. Understanding project stages
          1. Defining project stages for a specific project
      5. Defining project tasks
        1. Defining additional task information
        2. Creating additional tasks
        3. Completing project tasks
      6. Estimating project costs and time
      7. Summary
    16. 9. Creating Advanced Searches and Dashboards
      1. Determining the search requirements for your business
      2. Searching in OpenERP
        1. Using filters in list views
        2. Grouping information in lists
        3. Performing an advanced search
        4. Specifying multiple advanced searches
        5. Saving your advanced searches
        6. Adding information to your custom dashboard
      3. Summary
    17. 10. Customizing OpenERP for Your Business
      1. Activating the developer mode
        1. Getting out of the developer mode
      2. Backing up your database
        1. Restoring a database in OpenERP
      3. Adding a custom field to OpenERP
        1. Adding another field to the sales order
      4. Adding a field to an existing view
      5. Summary
    18. 11. Understanding Workflows
      1. Example of OpenERP workflow
        1. Activating the developer mode
        2. Viewing the actual step in the workflow
        3. Getting help from OpenERP
      2. Planning the changes to our workflow
      3. Looking at an OpenERP workflow in detail
        1. Looking at the Sales Orders workflow inside the workflow designer
        2. Workflow nodes
          1. Looking closer at the sales order workflow
          2. Examining a workflow node in detail
        3. Transitions in workflows
        4. Ending the workflow
        5. Modifying workflows
          1. Adding a step into the workflow for art approval
          2. Editing the sales order workflow
          3. Summary of the steps for changing the workflow
          4. Adding a new activity node to a workflow
            1. Modifying the sales order state in the activity
          5. Modifying the transitions to include art approval
            1. Defining a transition
          6. Restricting the art approval to the sales manager
            1. Modifying the other transitions in the workflow
      4. Summary
    19. 12. Modifying Documents and Reports
      1. Company headers and footers
      2. RML – Report Markup Language
      3. Examining the company header and footer
        1. RML for the company header
        2. Making our first simple change
        3. RML for the company footer
      4. Understanding dynamic fields in your reports
        1. Creating a custom footer
      5. Modifying OpenERP documents using OpenOffice
        1. Installing OpenOffice
        2. Installing the OpenERP OpenOffice plugin
        3. Troubleshooting the OpenOffice Report Designer installation
        4. Modifying the sales order
        5. Using OpenOffice Writer to modify the report
        6. Making a small change first
        7. Saving our changes back to the server
      6. Working with dynamic fields in reports
      7. Alternative reporting systems
        1. OpenERP Webkit Report
        2. Jaspersoft reports
        3. Translating and reporting data with Pentaho or Kettle
      8. Summary
    20. 13. Discovering Custom OpenERP Modules
      1. Exploring the OpenERP application and module directory
      2. Building our first OpenERP module
        1. Specifying a custom directory to hold our OpenERP modules
          1. Contents of our module directory
          2. Creating and editing the files
            1. The __init__.py file
            2. The __openerp__.py file
              1. name
              2. version
              3. description
              4. author
              5. depends
              6. data
              7. demo
              8. installable
              9. auto_install
          3. Extending an OpenERP model in silkworm.py
            1. Using a module to add custom fields to a model
            2. Inheriting from the sales order module in OpenERP
            3. Python conventions
            4. Adding the fields to our sales order view
            5. Getting ready to install our module
          4. Extending our module to customize the sales order workflow
          5. Adding a button to the sales order
          6. Modifying the available states of the sales order model
          7. Finding your way around the base OpenERP modules
          8. Updating the other buttons for the workflow
            1. Modifying the attributes of the confirm button
            2. Modifying the attributes of the print and cancel buttons
      3. Seeing it all come together
      4. Using a module to add a filter to a search view
        1. Adding the code to create the rush order filter
        2. Creating the filter
      5. Summary
    21. A. Locating Additional OpenERP Resources
      1. Locating the essential OpenERP documentation
      2. Visiting the official OpenERP help site
        1. Finding OpenERP applications and modules
        2. Getting the latest OpenERP 7 release notes
      3. Downloading OpenERP from Launchpad
      4. Locating resources on Ubuntu
      5. Getting access to the additional developer documentation
        1. Learning from the latest technical memento
        2. Accessing the OpenERP technical documentation
        3. Getting quick access to OpenERP installations using OpenERP Runbot
      6. Finding Postgres resources
      7. Locating Python resources
      8. Finding XML resources
        1. Locating RML resources
      9. Alternative reporting solutions
        1. Jaspersoft reports
          1. Community edition of JasperReports Server
          2. Community edition of iReport Designer
        2. Pentaho/Kettle
        3. Aeroo Reports
    22. Index