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>

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Working with OpenERP
Greg Moss
Nov, 2013 | 334 pages
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Table of Contents (21 chapters)
Working with OpenERP
Working with OpenERP
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Setting Up OpenERP
Setting Up OpenERP
Getting started with OpenERP online
Using OpenERP without subscription fees
Getting to know the OpenERP architecture
Choosing your installation operating system
Understanding OpenERP releases
Installing OpenERP on Windows OS
Installing OpenERP on Ubuntu
Troubleshooting and OpenERP management tips
Summary
2
Starting Your First Company
Starting Your First Company
Gathering requirements
Implementing an ERP system with a modular approach
Introducing Silkworm – our real-world case study
Summary
3
Exploring Customer Relationship Management in OpenERP
Exploring Customer Relationship Management in OpenERP
Using CRM as a business strategy
Summary
4
Purchasing with OpenERP
Purchasing with OpenERP
Understanding the overall purchasing process
Summary
5
Making Goods with Manufacturing Resource Planning
Making Goods with Manufacturing Resource Planning
Creating manufacturing orders
A real-world example – producing a custom-printed t-shirt
Summary
6
Configuring Accounting and Finance
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
Setting up your own accounts
Summary
7
Implementing the Human Resources Application
Implementing the Human Resources Application
Taking a modular approach to human resources
Installing the Employee Directory application
Creating a new employee
Managing timesheets
Leave management
Managing the recruitment process
Working with user access rights and groups
Summary
8
Understanding Project Management
Understanding Project Management
The basics of Project Management
Installing the Project Management application
A real-world project example
Creating our first project
Defining project tasks
Estimating project costs and time
Summary
9
Creating Advanced Searches and Dashboards
Creating Advanced Searches and Dashboards
Determining the search requirements for your business
Searching in OpenERP
Summary
10
Customizing OpenERP for Your Business
Customizing OpenERP for Your Business
Activating the developer mode
Backing up your database
Adding a custom field to OpenERP
Adding a field to an existing view
Summary
11
Understanding Workflows
Understanding Workflows
Example of OpenERP workflow
Planning the changes to our workflow
Looking at an OpenERP workflow in detail
Summary
12
Modifying Documents and Reports
Modifying Documents and Reports
Company headers and footers
RML – Report Markup Language
Examining the company header and footer
Understanding dynamic fields in your reports
Modifying OpenERP documents using OpenOffice
Working with dynamic fields in reports
Alternative reporting systems
Summary
13
Discovering Custom OpenERP Modules
Discovering Custom OpenERP Modules
Exploring the OpenERP application and module directory
Building our first OpenERP module
Seeing it all come together
Using a module to add a filter to a search view
Summary
Locating Additional OpenERP Resources
Locating Additional OpenERP Resources
Locating the essential OpenERP documentation
Visiting the official OpenERP help site
Downloading OpenERP from Launchpad
Locating resources on Ubuntu
Getting access to the additional developer documentation
Finding Postgres resources
Locating Python resources
Finding XML resources
Alternative reporting solutions
Index
Index

Leave management

In addition to managing and approving daily timesheets, it is also possible to install an OpenERP human resources application that will manage holidays, leaves, and other information related to employee time off. We install Leave Management the same way as the other OpenERP applications by clicking on the Install button.

After you have installed the Leave Management application, you will have a new section added under the Human Resources menu: the Leaves section. The primary purpose of this application is to provide an easy mechanism for employees to request leave and for their managers to approve or deny the request.

Creating a leave request

When you click on the Leave Requests menu option, you are taken to a calendar that will show you your current leave requests. Naturally, if there were no prior leave requests made or there are none for the current month, then the calendar is empty.

Click on a day in the calendar to tell OpenERP to schedule a leave request beginning on...

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