Book Image

Working with OpenERP

By : Greg Moss
Book Image

Working with OpenERP

By: Greg Moss

Overview of this book

<p>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.</p> <p>"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.</p> <p>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.</p> <p>"Working with OpenERP" covers all the basics of installing and using OpenERP along with advanced real-world examples you will not find anywhere else.</p>
Table of Contents (21 chapters)
Working with OpenERP
Credits
About the Author
About the Reviewers
www.PacktPub.com
Preface
Index

Adding a custom field to OpenERP


One of the most common reasons for customizing OpenERP is to collect additional information that is specific to your company. If you are running an insurance company, perhaps you want to specify the policy number on your sales order. If you are working in property management, perhaps you would like to store the date in which the lease agreement will expire.

For our working example, we will be adding fields that will help us better manage the data and processes for our silkscreen company. Specifically, we will be adding the following fields to the sales order header:

Field name

Label

Field type

Purpose

x_daterequired

Date Required

Date

In the screen printing industry, deadlines drive when production must begin and when the product should be delivered to the customer.

x_rush

Rush Order

Boolean

If related to Date Required, it is necessary to flag some sales orders as rush orders. Rush Order can then be prioritized and given expedited treatment...