adsoft ft6 - 01. introduction
TRANSCRIPT
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©2011ADSOFTPRESS–OPENERPPARTNERINDONESIA
Introduction
OpenERPUserTraining
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Open Source Business Model
• Financeecosystem
• Providefeedback/
experience
• Defineproductvision
• iveSupportPartners/
Community• Providefeedback
experience
• Createmarket
• Selladded-value
• Contribute
• ProfessionalmarkeGng
• enerateacGvity
• Providefeedback
• Contribute
Community Partners
CustomersEditor
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Open Source ERP Trends GoogleInsightsforSearch2004–June2011
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OpenERP version 6.0
" Tobringtheusabilityandeaseofuselevelsofadedicatedpieceof
soware,OpenERP6brings:
" Completelyredesignedwebinterface
" ApplicaGons-centricinterface
" Per-applicaGonmenustructure,streamlined
" ContextualshortcutsandnavigaGon
" FlexibleconfiguraGonwizards
" Simplifiedlists
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OpenERP version 6.0 Per-applicaKonmenu
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OpenERP version 6.0 Simplifiedlists
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OpenERP version 6.0 Structuredinterface,expandablegroups
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OpenERP version 6.0 Securityrules
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Exercise 1 Listview
How?
" IntheCustomerslistview,sortthepartnersbyinversealphabeGcalorder
" IntheAddresseslistview,sortthepartnersbyCountryandseehowmanypartnersthereareinChina.
" ototheProductslistviewandsortproductsby“Status”todiscoverwhichareitems“indevelopment”.
" otoSales>AddressBook.Double-clickCustomerstoopenthelistviewofcustomers.ClicktheNamecolumntwicetosortindescendingorder.
" otoSales>AddressBook.Double-clickAddressestoopenthelistviewofpartneraddresses.ThenclicktheCountrycolumnoncetosorttheelementsinascendingorder
andfindthepartnerslocatedinChina." otoSales>Products.Double-clickProductstoopenthelistviewofproducts.ClicktheStatecolumnoncetosorttheproductsandfindhowmanyare“InDevelopment”.
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Exercise 4 AdvancedSearch
How?
" IntheCustomerslistview,whichcustomer(s)doyougetwhenyoufilterwiththese(advanced)criteria:" –City:“Paris”OR“Mons”(usetheoperator“isequalto”)" OpentheProductslistviewandfilterwiththese(advanced)criteria:" TosellandCostpriceisgreaterthan300
" otoSales>AddressBook.Double-clickCustomerstoopenthelistofcustomers.Tofilter,
clickthegreen+nexttotheFiltersbuon.SelecttheCityfieldandselecttheoperator”is
equalto“,thentypeParis.SelectORinsteadofAND.Dothesame,butnowtypeMons.Then
clicktheFindbuontostartthesearch.ThecustomersdisplayedareBankWealthyandsons,
EricDuboisandTheShelveHouse.
" otoSales>Products.Double-clickProductstoopenthelistviewofproducts.ClicktheToSell
buon.Thenclickthegreen+nexttotheFiltersbuon.SelecttheCostpricefield,selectthe
operatorgreaterthan,type300.ThenclicktheFindbuontostartthesearch.Theproducts
PC2,PC3,PC4andPC0willbedisplayed.
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Exercise 6 ExtendedFilters
How?
" InIntheProductlistview,addthestocklocaGonShelf1.LookhowtheReal
andVirtualstockfigureschange.
" IntheProductlistview,addthestocklocaGonShelf2.LookhowtheReal
andVirtualstockfigureschange.
" otoSales>Sales>Products.Double-clickProductstoopenthelistofproducts.OpentheExtendedfiltersandenter“Shelf1”asstocklocaGon.Lookatthecolumn“VirtualStock”and“RealStock”.
" otoSales>Sales>Products.Double-clickProductstoopenthelistofproducts.OpentheExtendedfiltersandenter“Shelf2”asstocklocaGon.Lookatthecolumn“VirtualStock”and“RealStock”.
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Exercise 2 Formview(part2)
How?
" Findthepartner“ElecImport”." Whoishisdedicatedsalesman?" Whichpricelistislinkedtothispartner?" Whatishisaccountreceivable?" Openthecountrylistandselect“Australia”." InCategoriesinthepartnerform,double-clicktheSupplier/ComponentsSuppliercategorytofindoutwhathappens
" otoSales>Customers.Double-clickCustomerstoopenthelistofpartnersandtype“Elec”intheNamefield.ThenclicktheFindbuontoshowtheresult." Double-clickthepartnertoopenitinformview.ototheSales&Purchasestab.TheDedicatedSalesmanfieldreadsDemoUser" ototheSales&Purchasestab.TheSalePricelistfieldreadsPublicPricelist(EUR)." ototheAccounGngtab.SincewestartedthistraininginSimplifiedview,noaccountinformaGonwillbedisplayed" TOBECOMPLETED
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Exercise 3 ToolKpsanddrill-down
How?
" Filterthepartnerslisttofindthepartner“BalmerIncS.A.”.
" Inthepartnerform,consultthetoolGpaboutthe“customer”and
“supplier”checkboxes.
" Definethepartnerasasupplier.
" otoSales>Customers.Double-clickCustomerstoopenthelistofpartnersandtype“Balmer”intheNamefield.ThenclicktheFindbuontoshowtheresult." Double-clickthepartnertoopenitinformview.Hoveryourmouseoverthe
quesGonmarkinfrontofthe“customer”and“supplier”checkboxestodisplaythetoolGps." SelecttheSuppliercheckboxtotellOpenERPthepartnerisasupplier
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Exercise 4 ProductsinformaKon
How?
" IntheProductslistview,findtheproductwithreference“HDD1”.
" Whatisthecostpriceofthisproduct?LookatthecosGngmethod.
" otoSales>Products.Double-clickProductstoopenthelistviewof
products.Type“HDD1”intheReferencefield,thenclicktheFindbuon.
" Double-clicktheHDD1producttoopenformview.otothePrices&
SupplierstabandchecktheCostPricefield.YoucannotseethecosGngmethod,becauseyouareworkinginSimplifiedview.
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Exercise 5 UpdateproductinformaKon
How?
" IntheProductslistview,findtheproduct“BasicPC”.
" InthisProductsform,createanewcategoryBasicPCwiththeparent
categoryComputerStuffthatyouassigntotheproduct.
" otoSales>Products.Double-clickProductstoopenthelistviewofproducts.Type“bas”intheNamefield,thenclicktheFindbuon." Double-clicktheBasicPCproducttoopenformview.OntheInformaGontab,
clicktheCategoryfield.PressF1tocreateanewcategoryforthisproduct.YoucanalsoclicktheSearcharesourcebuonandtheclicktheNewbuon.IntheNamefield,typeBasicPCandasaParentcategory,selectComputerStuff.
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Exercise 1
" otoSales>Customers.Double-clickCustomerstoopenthelistofpartners.OpenthepartnerformforAgrolait." Ontheeneraltab,inthePartnerContactssecGon,clicktheSwitchbuontoswitchfromformviewtolistviewforthecontactaddresses." Youwillsee3contacts.Theirnames:Sylvie,PaulandSergeLelitre." Switchbacktoformview,andbrowsethroughthecontactsbyclickingtheNextRecordarrow.ThecityofthedeliveryaddressisWavre.
" ChangetheZipfieldto1200andtheCityfieldto“Brussels”." Right-clicktheCityfield“Brussels”.ClickSetasdefault.Thendecidewhetherthisdefaultappliesforallusersoronlyforyou,andselecttheValueapplicableifzip=1200checkbox." ClicktheCountryfieldandselectBelgiumoremptythefield.Type“fra”andpress“Tab”key.Open-ERPwillselectFrancebecauseitistheonlycountrythatstartswith“fra”.
" Type“bel”andpresstheTabkey.OpenERPwillnowdisplayalistofthreecountriesstarGngwith“Bel”.
How?
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Exercise 1 Hierarchyviewsandwizards" Displaytheproductsbycategory
" Fromthehierarchy,displaythelistofproductsbelongingtothe”PC”
category.
" OpenthePC1formandopentheproductsaleswizard
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Exercise 1
" otoSales>ProductsbyCategory
" Clickthe+infrontofSellable.Clickthe+in
frontofComputerStuff.
" Double-clickPCtodisplaythelistof
productsbelongingtothiscategory.
" Double-clickthePC1producttodisplayitinformview
andclickStockLevel
Forecast.
How?
Allproducts
Sellable
ComputerStuff
Dell Computer Accessories PC ITcomponents
ITcompone
ntskits
Services
Onsiteinterven
Gon
PhoneHelp
Private
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Exercise 2 Prints
How?
" PrintalltheCustomersAddresses.
" PrintproductlabelsforproductHDD_EN.
" IntheProductlistview,printthelistofproducts.
" otoSales>AddressBook>Addresses.ClickthePrintbuoninthetoolbartoprintalistofalladdresses.Whenyouselectoneormoreaddresses,OpenERPwillonlyprinttheselectedaddresses.
" OpentheproductHDD_ENinformview,thenclickthePrintProductsLabelswizardORclickthePrintbuononthetoolbar.ThenselectProductsLabelsandclickOK.
" Backintheproductlistview,printthelistofproductsbyclickingonthe“Print”buononthetoolbarmenu.
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Exercise 2 Createasalesorder" Fromthesalesorderslist,createanewquotaGon
" IntheCustomerfieldofthesalesorder,selectAgrolait.
" Order2PC1productsandchangetheDescripGonto“OurbasicPC”.Add
thetext“TherewillbenodeliveryonWednesday”.Save
" Computetaxes.
" Confirmandprinttheorder.
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Exercise 2
" otoSales>Sales.Double-clickSalesOrders.ClicktheNewbuonto
createanewquotaGon(salesorderininiGalstatus).
" IntheCustomerfield,pressF2toselectAgrolait.
" IntheSalesOrderLinespart,clicktheNewbuon.Type“PC1”inthe
ProductfieldandchangethequanGtyto2.ChangetheDescripGonfieldto
“OurbasicPC”.ClicktheNotestabandtypethetext“TherewillbenodeliveryonWednesday”.SavethelinebyclickingtheSavebuon,then
clicktheClosebuon.
" ClicktheComputebuontocomputetaxes.NoGcethattheUntaxed
Amount,TaxesandTotalfieldsarecalculted.
" ClicktheConfirmOrderbuontoturnthequotaGonintoasalesorder.
ClicktherightarrowinthewebclientandclicktheQuotaGon/Orderreporttoprintthesalesorder.
How?
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Exercise 1 Partnerformview
How?
" OpentheDistribPCpartnerforminsimplifiedview.Doesitbelongtoany
categories?
" ThenswitchtoextendedviewandopenthesamePartnerform.Now
associatetheCustomer/Consumerscategorytoit.
" No,categoriesarenotdisplayedinSimplifiedviewmode.
" ClicktheEditPreferencesbuontoswitchtoextendedviewandopentheDistribPCPartnerform.Thereare2opGonstoaddacategory:
" ClicktheAddbuonandselectthecorrespondingcategory." Type“cons”inthewhiteareabelowCategoriesandthenpressEnter.Thecorrectcategorywillbeproposed.ClickOKtoconfirmtheselecGon.
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Exercise 2 Productformview
How?
" OpentheKeyboardproductformbothinsimplifiedandextendedviewinordertocomparethefollowingtabs" InformaGon,
" ProcurementsandLocaGons
" OpentheKeyboardproductform.MakesuretheuserpreferencesaresettoSimplified.Lookatthefollowingtabs:" InformaGon," ProcurementsandLocaGons." Thetabnowhastwomoreblocks,i.e.WeightsandLots.NoGcethattheProcurementsandLocaGonstabnowalsodisplaystheCounter-partLocaGonsProperGesblock.
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Exercise 3 AcKon
How?
" OpentheMouseproductformandcheckwhichofthefollowinglinksareavailableinbothsimplifiedandextendedview:" MinimumStockRules,
" ProductSales," StockbyLocaGon.
" Openthe“Mouse”productform.MinimumStockRulesistheonlyonethat
isdisplayedbothinSimplifiedandExtendedview.
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Exercise 1 Se[ngadatefield
How?
" InthehistorytabofaPartnerform,addaphonecall:" Name=“Followupphonecall”" Phone=0032(0)81/81.01.23" DuraGon=0.25
" Date=“today+1monthand+1day”
" OpenthePartnerformthenthehistorytab,addaphonecall:" Name=“Followupphonecall”" Phone=“0032(0)81/81.01.23”" DuraGon=0.25" Date=“today+1monthand+1day”" Savethedataandclose.Don’tforgettosavealsoonthecustomerform.
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Exercise 2 Login/out
How?
" Infile(menuonthetop),logas“demo”user(user:“demo”,password:
“demo”).
" Whileyouareloggedas“demo”user,press“ctrl+o”tologas“admin”user
(user:“admin”,password:“admin”).
" Infile(menuonthetop),logas“demo”user(user:“demo”,password:
“demo”).
" 2)Whileyouareloggedas“demo”user,press“ctrl+o”tologas“admin”
user(user:“admin”,password:“admin”).
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Case Introduction (1/3) CaseIntroducKon" ThecompanyNotSoTiny:" LocatedinBelgium" dedicatedfactorymanufacturing
woodenbookshelves
" createdbyF.DupontandL.Lecoq" Thedepartments:
" Commercial,ResearchandDevelopment(R&D),ProducGon,Quality,ITandFinancialAccounGng" Mainproduct,Picasobookshelf,
declinedintwodifferentmodels:"abookshelfhavingawidthof1meter" abookshelfhavingawidthof2meters
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Case Introduction (3/3) CaseIntroducKon" YouagreedtobuildthefollowingprototypeconstrucGngitincrementally:
" InstallaGonandConfiguraGon
" SalesandPurchasesmanagement
" HumanResourcesmanagement
" Projectmanagementmanagement
" Financialmanagement
" Warehousemanagement
" Manufacturingmanagement
" TransversalDocumentmanagement
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Installation & Configuration InstallaKonandConfiguraKonFlow
DownloadOpenERP
CreateaNewDatabase
SelectModules
UseConfiguraKon
Wizards
CreateOpenERPUsers
AssignUserstoGroups
AssignDashboard/Homepage
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Installation InstallDatabase" 2AlternaGves:
" Downloadall-in-oneinstalleronwww.openerp.comandinstallit
" RegisteronODOO.com
" StarGngwithanewdatabase
" ForalocalinstallaGon,useyourDesktoporWebclienttocreateit
" ForODOO,usetheControlPanel
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Configuration ConfigureDatabase" Tofinishthesetup,youneedtoconfigure:
" Anappropriatesetofmodules
• ModulesprovidespecificfuncGonalblockstoyourOpenERPsystem
" Language(s):OpenERPtranslaGonsofuserinterface,screensandmenus.
" OncealanguageisinstalledallmoduleswillprovidetheirtranslaGonsfor
it" Security:
" Usersandroups
• roupsareusedtosetupaccessrights
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Access Rights AccessRightConfiguraKon" Noaccessrightonsomething=fullaccesstoeveryone
" Specifiedpergroup
" Allow/Disallowaccesstomenuitems
" AllowspecificoperaGonsonspecificresources:
• Create
• Read(display)
• Write(update)
• Unlink(delete)
" UserAccessrights=union(AccessRightsofhergroups)
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Exercise 1 InstallaworkingOpenERP
" OpenyourTKclienttocreateanewdatabase." DonotselectdemonstraGondataanduseEnglishasdefaultlanguage." Selecttheextendedinterface." Configureyourcompany:" NotSoTinyCompany-UnionStreet,512-1000Brussels-Belgium,www.notsoGny.com,"Currency:euroandloadyourlogoifpossible.
" File>Databases,createanewdatabase" Openyourwebclienttocreateanewdatabase" DonotselectdemonstraGondataanduseEnglishasdefaultlanguage" Selecttheextendedinterface" Configureyourcompanybyenteringgivendata
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Exercise 2 Installtherequiredmodules
How?
" Installthefollowinggenericmodules:" CustomerRelaGonshipManagement,,WarehouseManagement,AccounGng&Finance,SalesManagement,PurchaseManagement" Selectthegenericchartofaccountsandset21%salesandpurchasetaxes
" DonotchangethedefaultvaluewhenconfiguringCustomerRelaGonshipManagement." SkiptheconfiguraGonofthepurchasesystem,thesalesmanagement" DonotchangethedefaultvalueforconfiguringSaleOrderLogisGc.
" Installthegenericmodules" Selectthegenericchartofaccountsandset21%salesandpurchasetaxes.
" DonotchangethedefaultvalueforconfiguringCustomerRelaGonshipManagement." SkiptheconfiguraGonofthepurchasesystem,thesalesmanagement
" DonotchangethedefaultvalueforconfiguringSaleOrderLogisGc.
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Exercise 3 Createthedifferentusersandsettheiraccessrights" Definethedifferentusersandassignthemtotherightgroups.
Name Login Password Groups
FabienDupont fabien fabien Allfeatures,exceptadministraGonofthe
ERP
LucLecoq luc luc AccounGng,SalesandProduct/PartnerManager
EricDubois Eric eric Sales,ManufacturingProduct/Partner
Manager
ThomasLebrun thomas thomas Sales,AccounGngandProduct/Partner
Manager
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Exercise 3
" AdministraGon>Users>Users,createnewusers" Fillinusersdataasprovidedinthetable
" Fabien:AllgroupsexceptAdministraGvegroups
" Luc:InternaluserandUsability/Extendedview,allfinanceandsale
groupsandProduct/PartnerManager
" Eric:InternalUserandUsability/Extendedview,allmanufacturinggroupsandProduct/PartnerManager
" Thomas:InternalUserandUsability/Extendedview,allsaleandfinance
groupsandProduct/PartnerManager
How?
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Exercise 4 AssignasalesdashboardtoLuc’slogin
How?
" SetupasalesmanagerdashboardtoLuc.Thisdashboardmustappearwhenhelogsin.
" AdministraGon>Modules>Modules
" SettheSalesDashboardasthemainmenuforLuc,AdministraGon>Users>
Users.Inthe“HomeAcGon”field(intheUsertab),selectSalesDashboard
" LoginasLuc,theSaleDashboardshouldbethehomepage
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