Working with OpenERP


Working with OpenERP
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Overview
Table of Contents
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Sample Chapters
  • 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

Book Details

Language : English
Paperback : 334 pages [ 235mm x 191mm ]
Release Date : November 2013
ISBN : 1782163808
ISBN 13 : 9781782163800
Author(s) : Greg Moss
Topics and Technologies : All Books, Other, e-Commerce, Open Source

Table of Contents

Preface
Chapter 1: Setting Up OpenERP
Chapter 2: Starting Your First Company
Chapter 3: Exploring Customer Relationship Management in OpenERP
Chapter 4: Purchasing with OpenERP
Chapter 5: Making Goods with Manufacturing Resource Planning
Chapter 6: Configuring Accounting and Finance
Chapter 7: Implementing the Human Resources Application
Chapter 8: Understanding Project Management
Chapter 9: Creating Advanced Searches and Dashboards
Chapter 10: Customizing OpenERP for Your Business
Chapter 11: Understanding Workflows
Chapter 12: Modifying Documents and Reports
Chapter 13: Discovering Custom OpenERP Modules
Appendix: Locating Additional OpenERP Resources
Index
  • Chapter 1: Setting Up OpenERP
    • Getting started with OpenERP online
      • Taking advantage of OpenERP online
      • OpenERP browser requirements
      • Accessing the OpenERP free online trial
      • Choosing your first application
      • Configuring accounting data
      • Setting your accounting options
      • Signing up for continued service
    • Using OpenERP without subscription fees
    • Getting to know the OpenERP architecture
      • Introducing the PostgreSQL database
      • Observing database specifications
        • Running cross platform
      • Writing code with Python
      • Following the Model-View-Controller design
        • Designing models
        • Rendering views
        • Authoring controllers
    • Choosing your installation operating system
      • Choosing a Microsoft Windows OpenERP installation
      • Choosing an Ubuntu OpenERP installation
        • Ubuntu is the primary target platform
        • Ubuntu is open source
        • Ubuntu has additional scalability options
        • Ubuntu has strong community support for OpenERP
      • Choosing another OS option for OpenERP
    • Understanding OpenERP releases
      • Upgrading OpenERP
    • Installing OpenERP on Windows OS
      • Performing an all-in-one OpenERP installation in Windows
        • Testing your Windows installation
    • Installing OpenERP on Ubuntu
      • Modifying sources.list
        • Installing the package
        • Testing your OpenERP installation
    • Troubleshooting and OpenERP management tips
      • Troubleshooting OpenERP installations
      • Checking your browser destination
        • Verifying that the OpenERP service is running
        • Checking for the OpenERP services running in Windows
        • Checking for OpenERP services running in Ubuntu
      • Starting and stopping OpenERP services in Ubuntu
        • Finding the primary OpenERP logfile
        • Modifying the OpenERP configuration file
    • Summary
    • Chapter 2: Starting Your First Company
      • Gathering requirements
      • Implementing an ERP system with a modular approach
      • Introducing Silkworm – our real-world case study
        • Creating a new database in OpenERP
        • Setting our master password
        • Selecting a database name
        • Loading the demonstration data
        • Specifying our default language
        • Choosing a password
        • Managing databases in OpenERP
      • Installing the Sales Management module
        • Configuring accounting data
      • Knowing the basic OpenERP interface
        • Using the search box
        • Picking different views
      • Creating your first customer
        • Is a Company?
        • Entering data into an OpenERP form
        • Editing customer information – the Sales & Purchases page
        • Editing customer information – the Accounting page
      • Entering a product in OpenERP
        • Product Name
        • Category
        • Can be Sold
        • Entering a product – the Information page
        • Entering a product – the Procurements page
        • Entering a product – the Inventory page
        • Entering a product – the Sales page
        • Entering a product – the Accounting page
        • Saving the product
      • Setting the company information
        • The Configuration page
        • The Overdue Payments page
        • Saving company information
      • Entering your first sales order
        • Selecting the customer
        • Date
        • Customer Reference
        • Entering line items on a sales order
        • Saving the quotation
        • Understanding the sales order workflow
      • Invoicing the sale
        • What do you want to invoice?
        • Creating the invoice
    • Summary
      • Chapter 3: Exploring Customer Relationship Management in OpenERP
        • Using CRM as a business strategy
          • Managing the customer experience
          • Treating your customer like a real person
          • Using your mission statements and company goals to drive the design of your CRM system
          • Real-world case study – improving customer experience
          • Installing the CRM application
          • Assigning the sales representative or account manager
            • Designating language and time zone
            • Assigning a salesperson to a customer
          • Tracking leads and opportunities
            • Creating a new opportunity
            • The Lead tab
            • Looking at your opportunities in kanban view
            • Using OpenERP's OpenChatter feature
            • Following a business document
            • Looking at your scheduled calls
            • Negotiating the sale
            • Modifying the stages of the sale
            • Closing the sale
            • Converting our opportunity into a quotation
            • Creating leads in OpenERP
            • Creating custom stages by the sales team
        • Summary
        • Chapter 4: Purchasing with OpenERP
          • Understanding the overall purchasing process
            • Setting up a supplier
            • Setting up warehouse locations
            • Generating quotations and purchase orders
            • Receiving the product
            • Settling the invoice
            • Installing the purchasing application
            • Setting up your first supplier
            • Designating supplier companies versus individuals
            • Configuring your product for procurement
              • Defining the procurement method
              • Knowing your supply method
            • Setting the cost price of the product
              • Estimating manufacturing lead time
              • Setting records to active
            • Assigning suppliers to the product
              • Establishing the supplier
              • Designating supplier product name and product code
              • Setting minimal quantity
              • Calculating the delivery time
            • Creating your first purchase quotation
              • Adding products to your quotation
              • Printing a quotation and updated status
              • Promoting status to RFQ (request for quotation) sent
              • Confirming a purchase order
            • Receiving products
              • Getting ready to receive
              • Receiving our goods
            • Paying supplier invoices
          • Summary
          • Chapter 5: Making Goods with Manufacturing Resource Planning
            • Creating manufacturing orders
              • Producing the product
              • Delivering the order
              • Defining the workflow for your business
            • A real-world example – producing a custom-printed t-shirt
              • Installing manufacturing resource planning (MRP)
                • Creating your first manufacturing order
              • Building your bill of materials
                • Confirming production
              • Producing the product
                • Analyzing the inventory
                • Managing routings and work orders
              • Creating a work center
                • Defining the resource type
              • Creating routing orders
              • Creating a manufacturing order with routing and work center
                • Producing the manufacturing order
            • Summary
            • Chapter 6: Configuring Accounting and Finance
              • Defining the chart of accounts for your business
              • Installing the Accounting and Finance application
              • Viewing the current chart of accounts
              • How were transactions created in Account Payable?
              • Viewing the other journal items
              • Tracking accounting transactions through the sales and accounts receivable process
                • Viewing the transactions created by validating the invoice
                • Practice posting transactions and tracking the results
                • Where are my taxes?
                • Specifying the account for your sales tax
              • Setting up your own accounts
                • Specifying a new account for your product category
                • Configuring your fiscal year and periods
                • Closing a period
                • Creating journal entries
              • Summary
              • Chapter 7: Implementing the Human Resources Application
                • Taking a modular approach to human resources
                • Installing the Employee Directory application
                • Creating a new employee
                  • Employees' public information
                    • Related User
                    • Visibility
                    • Department
                    • Job
                    • Manager and Coach
                • Managing timesheets
                  • Looking at your current timesheet
                  • Setting up an account for tracking time
                  • Configuring the employee for entering timesheets
                  • Tracking employee hours with the timesheet
                  • Validating timesheets
                • Leave management
                  • Creating a leave request
                  • Leave Type
                  • Duration
                  • Mode
                  • Employee
                  • Department
                  • Submitting for approval
                  • Approving leave requests
                  • The Leaves Summary page
                • Managing the recruitment process
                  • Defining recruitment stages
                  • Recruiting for a new job
                  • Understanding the Interview button
                  • Creating an employment application
                  • Hiring employees
                • Working with user access rights and groups
                  • Knowing built-in access rights
                  • Understanding inherited groups
                  • Setting access to menus and views
                  • Determining access rights
                • Summary
                • Chapter 8: Understanding Project Management
                  • The basics of Project Management
                  • Installing the Project Management application
                  • A real-world project example
                  • Creating our first project
                    • Assigning project teams
                    • Setting other project info
                    • Understanding project stages
                      • Defining project stages for a specific project
                  • Defining project tasks
                    • Defining additional task information
                    • Creating additional tasks
                    • Completing project tasks
                  • Estimating project costs and time
                  • Summary
                  • Chapter 9: Creating Advanced Searches and Dashboards
                    • Determining the search requirements for your business
                    • Searching in OpenERP
                      • Using filters in list views
                      • Grouping information in lists
                      • Performing an advanced search
                      • Specifying multiple advanced searches
                      • Saving your advanced searches
                      • Adding information to your custom dashboard
                    • Summary
                    • Chapter 10: Customizing OpenERP for Your Business
                      • Activating the developer mode
                        • Getting out of the developer mode
                      • Backing up your database
                        • Restoring a database in OpenERP
                      • Adding a custom field to OpenERP
                        • Adding another field to the sales order
                      • Adding a field to an existing view
                      • Summary
                      • Chapter 11: Understanding Workflows
                        • Example of OpenERP workflow
                          • Activating the developer mode
                          • Viewing the actual step in the workflow
                          • Getting help from OpenERP
                        • Planning the changes to our workflow
                        • Looking at an OpenERP workflow in detail
                          • Looking at the Sales Orders workflow inside the workflow designer
                          • Workflow nodes
                            • Looking closer at the sales order workflow
                            • Examining a workflow node in detail
                          • Transitions in workflows
                          • Ending the workflow
                          • Modifying workflows
                            • Adding a step into the workflow for art approval
                            • Editing the sales order workflow
                            • Summary of the steps for changing the workflow
                            • Adding a new activity node to a workflow
                            • Modifying the transitions to include art approval
                            • Restricting the art approval to the sales manager
                        • Summary
                        • Chapter 12: Modifying Documents and Reports
                          • Company headers and footers
                          • RML – Report Markup Language
                          • Examining the company header and footer
                            • RML for the company header
                            • Making our first simple change
                            • RML for the company footer
                          • Understanding dynamic fields in your reports
                            • Creating a custom footer
                          • Modifying OpenERP documents using OpenOffice
                            • Installing OpenOffice
                            • Installing the OpenERP OpenOffice plugin
                            • Troubleshooting the OpenOffice Report Designer installation
                            • Modifying the sales order
                            • Using OpenOffice Writer to modify the report
                            • Making a small change first
                            • Saving our changes back to the server
                          • Working with dynamic fields in reports
                          • Alternative reporting systems
                            • OpenERP Webkit Report
                            • Jaspersoft reports
                            • Translating and reporting data with Pentaho or Kettle
                          • Summary
                          • Chapter 13: Discovering Custom OpenERP Modules
                            • Exploring the OpenERP application and module directory
                            • Building our first OpenERP module
                              • Specifying a custom directory to hold our OpenERP modules
                                • Contents of our module directory
                                • Creating and editing the files
                                • Extending an OpenERP model in silkworm.py
                                • Extending our module to customize the sales order workflow
                                • Adding a button to the sales order
                                • Modifying the available states of the sales order model
                                • Finding your way around the base OpenERP modules
                                • Updating the other buttons for the workflow
                            • Seeing it all come together
                            • Using a module to add a filter to a search view
                              • Adding the code to create the rush order filter
                              • Creating the filter
                            • Summary
                            • Appendix: Locating Additional OpenERP Resources
                              • Locating the essential OpenERP documentation
                              • Visiting the official OpenERP help site
                                • Finding OpenERP applications and modules
                                • Getting the latest OpenERP 7 release notes
                              • Downloading OpenERP from Launchpad
                              • Locating resources on Ubuntu
                              • Getting access to the additional developer documentation
                                • Learning from the latest technical memento
                                • Accessing the OpenERP technical documentation
                                • Getting quick access to OpenERP installations using OpenERP Runbot
                              • Finding Postgres resources
                              • Locating Python resources
                              • Finding XML resources
                                • Locating RML resources
                              • Alternative reporting solutions
                                • Jaspersoft reports
                                  • Community edition of JasperReports Server
                                  • Community edition of iReport Designer
                                • Pentaho/Kettle
                                • Aeroo Reports

                              Greg Moss

                              Greg Moss has been a Business and Information Systems Consultant for over 25 years. Starting in 1988, Greg began to work extensively in financial- and accounting-related applications. He wrote his first custom billing system for a rehabilitation facility at the age of 20. He has worked extensively in the health care, point of sale, manufacturing, telecommunications, and service industries. Greg is both a Certified Information Systems Auditor (CISA), a Certified Six Sigma Black Belt, and was the Chief Information Officer at Crownline Boats, Inc. In addition to OpenERP, he has experience in a variety of ERP systems and was a Sage Pro partner for several years. Greg is the CEO of First Class Ventures, LLC and owner of FirstClassComputerConsulting.com, an OpenERP ready partner. In his spare time you can find him playing trumpet with his band at a local club, taking cross-country road trips with his African Grey Parrot named Bibi, or sieging a castle with his MMORPG friends.
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                              Submit Errata

                              Please let us know if you have found any errors not listed on this list by completing our errata submission form. Our editors will check them and add them to this list. Thank you.


                              Errata

                              - 4 submitted: last submission 31 Jan 2014

                              Errata type: Typo | Page number: 80

                              In the second last paragraph, first line, the sentence should be "In OpenERP, like in most CRM systems, the sales representive or account manager plays an important role." instead of "In OpenERP, like in most CRM systems, the sales repetitive or account manager plays an important role."

                              Errata type: Typo | Page number: 262

                              Under the heading "Modifying OpenERP documents using OpenOffice", the sentence "For example, a company many need to customize their quotation or sales order to make it more visually attractive to their customers." should be "For example, a company may need to customize their quotation or sales order to make it more visually attractive to their customers."

                              Errata type: Code | Page number: 280

                              In the XML code, an additional closing XML tag ("</field>")  should come after the "x_rush field declaration". So the final code snippet would be as follows:

                                <field name="arch" type="xml">
                                  <field name="client_order_ref" position="after">
                                    <field name="x_daterequired"/>
                                    <field name="x_rush"/>
                                  </field>
                                </field>
                              </record>

                               

                              Errata type: Typo | Page number: 7

                              The headings Accounting and finance and Managing your accounts and financing in OpenERP are redundant. Please remove Accounting and finance along with its content.

                              Sample chapters

                              You can view our sample chapters and prefaces of this title on PacktLib or download sample chapters in PDF format.

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                              What you will learn from this book

                              • Install OpenERP on both Windows and Ubuntu operating systems
                              • Create your own custom OpenERP applications
                              • Configure a complete sales order and invoicing system
                              • Streamline purchasing and receiving for your company
                              • Implement manufacturing operations and processes with real world examples
                              • Discover the capabilities of OpenERP's financial accounting and reporting features
                              • Integrate powerful human resource applications that simplify the collection and management of employee information
                              • Utilize OpenERP's full featured project management application to organize tasks and track time and costs associated with billable projects

                              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.

                              Approach

                              This book is a practical, hands-on guide that provides the reader with a number of real-world examples and step-by-step instructions.

                              Who this book is for

                              "Working with OpenERP" is written to make it easy for even a non-technical business person to begin implementing OpenERP in their business. This book uses real-world examples and is perfect for people who have never implemented an ERP system before or used OpenERP, or for those who would like to learn more advanced features, such as creating your own custom modules.

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