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

Chapter 11. Understanding Workflows

One of the key objectives of an ERP system is to organize information as it passes through business processes in the company. As operations grow in complexity, companies typically attempt to better define their processes by diagraming and creating formal workflows. While there are a variety of workflow methodologies, the primary goal is the same: to provide clear documentation of the processes that make up the core operations of the business. The better these processes are defined and executed, the better the company can manage their operations.

In this chapter, we will:

  • Take a look at OpenERP's business-friendly view of a workflow

  • Use the OpenERP graphical workflow editor to examine the sales order workflow

  • Study how activities and transitions can be used to manage the state of a document in OpenERP

  • Learn how to modify workflows with a real-world example: requiring an art-approval process before the sales order can be confirmed

OpenERP facilitates the ability...