Index
A
- access
- setting, to Views tab / Setting access to menus and views
- setting, to Menus tab / Setting access to menus and views
- access rights
- determining / Determining access rights
- Access Rights tab / Access Rights
- account
- specifying, for sales tax / Specifying the account for your sales tax
- specifying, for product category / Specifying a new account for your product category
- Accounting and Finance application
- installing / Installing the Accounting and Finance application
- accounting data
- configuring / Configuring accounting data
- accounting options
- settling / Setting your accounting options
- Accounting page
- about / Editing customer information – the Accounting page, Entering a product – the Accounting page
- Fiscal Position field / Fiscal Position
- Account Receivable field / Account Receivable
- Customer Payment Term option / Customer Payment Term
- Total Receivable field / Total Receivable
- Credit Limit field / Credit Limit
- Latest Reconciliation Date field / Latest Reconciliation Date
- Account Payable field / Account Payable
- Supplier Payment Term field / Supplier Payment Term
- Bank Accounts option / Bank Accounts
- accounting transactions
- tracking, through sales and accounts receivable process / Tracking accounting transactions through the sales and accounts receivable process
- account manager
- assigning / Assigning the sales representative or account manager
- time zone, designating / Designating language and time zone
- Account Payable
- transcations, creating / How were transactions created in Account Payable?
- accounts
- setting up / Setting up your own accounts
- accounts setup
- about / Setting up your own accounts
- account, specifying for product category / Specifying a new account for your product category
- fiscal year, configuring / Configuring your fiscal year and periods
- period, configuring / Configuring your fiscal year and periods
- period, closing / Closing a period
- journal entries, creating / Creating journal entries
- Active field / Active
- activity node
- adding, to workflow / Adding a new activity node to a workflow
- advanced search
- performing / Performing an advanced search
- saving / Saving your advanced searches
- Aeroo Reports
- about / Aeroo Reports
- all-in-one OpenERP installation
- performing, in Windows / Performing an all-in-one OpenERP installation in Windows
- alternative reporting solutions
- about / Alternative reporting solutions
- Jaspersoft reports / Jaspersoft reports
- Pentaho/Kettle / Pentaho/Kettle
- Aeroo Reports / Aeroo Reports
- alternative reporting systems
- about / Alternative reporting systems
- OpenERP WebKit Report / OpenERP Webkit Report
- JasperSoft reports / Jaspersoft reports
- Pentaho / Translating and reporting data with Pentaho or Kettle
- art approval
- restricting, to sales manager / Restricting the art approval to the sales manager
- Attach a File feature / Managing the opportunity
- automated clearing house (ACH) / Bank Accounts
B
- basics, project management / The basics of Project Management
- bill of materials
- about / Building your bill of materials
- building / Building your bill of materials
- production, confirming / Confirming production
- browser destination
- browser requisites, OpenERP / OpenERP browser requirements
- built-in access rights
- knowing / Knowing built-in access rights
- business document
- following / Following a business document
- call, scheduling / Scheduling a call
- button
- adding, to sales order form / Adding a button to the sales order
- buttons
- updating, for workflow / Updating the other buttons for the workflow
C
- cancel button
- attributes, modifying / Modifying the attributes of the print and cancel buttons
- chart of accounts
- defining, for business / Defining the chart of accounts for your business
- cloud
- community edition
- of JasperReports Server / Community edition of JasperReports Server
- of iReport Designer / Community edition of iReport Designer
- company footer
- modifying, RML used / Company headers and footers
- examining / Examining the company header and footer
- company goals
- used, for CRM system design drive / Using your mission statements and company goals to drive the design of your CRM system
- company headers
- modifying, RML used / Company headers and footers
- examining / Examining the company header and footer
- company information
- setting / Setting the company information
- saving / Saving company information
- configuration, accounting data
- about / Configuring accounting data
- accounting options, settling / Setting your accounting options
- Configuration page
- about / The Configuration page
- confirm button
- attributes, modifying / Modifying the attributes of the confirm button
- Coordinated Universal Time (UTC) / Installing OpenERP on Windows OS
- cost price
- setting, of product / Setting the cost price of the product
- cost price, of product
- manufacturing lead time, estimating / Estimating manufacturing lead time
- records, setting to active / Setting records to active
- Create button / Assigning the sales representative or account manager
- Creative Designs team / Creating custom stages by the sales team
- CRM
- using, as business strategy / Using CRM as a business strategy
- CRM, as business strategy
- about / Using CRM as a business strategy
- customer experience, managing / Managing the customer experience
- personalized customer experience, creating / Treating your customer like a real person
- customer experience, improving / Real-world case study – improving customer experience
- CRM application installations / Installing the CRM application
- sales representative, assigning / Assigning the sales representative or account manager
- account manager, assigning / Assigning the sales representative or account manager
- opportunities, tracking / Tracking leads and opportunities
- leads, tracking / Tracking leads and opportunities
- CRM application
- installing / Installing the CRM application
- CRM system design
- mission statements, using / Using your mission statements and company goals to drive the design of your CRM system
- company goals, using / Using your mission statements and company goals to drive the design of your CRM system
- current chart of accounts
- viewing / Viewing the current chart of accounts
- current timesheet
- custom-printed t-shirt product example
- custom-printed t-shirt production example
- manufacturing resource planning (MRP), installing / Installing manufacturing resource planning (MRP)
- bill of materials, building / Building your bill of materials
- product, producing / Producing the product
- work center, creating / Creating a work center
- routing orders, creating / Creating routing orders
- manufacturing order, creating with work center / Creating a manufacturing order with routing and work center
- customer
- editing / Editing customer information – the Sales
- selecting / Selecting the customer
- salesperson, assigning to / Assigning a salesperson to a customer
- customer creation
- about / Creating your first customer
- Is a Company checkbox / Is a Company?
- customer experience
- managing / Managing the customer experience
- improving / Real-world case study – improving customer experience
- customer record
- saving / Saving the customer record
- Customer Relationship Management (CRM) / Choosing your first application, Salesperson
- custom field
- adding, to Sales Order form / Adding a custom field to OpenERP
- custom footer
- creating / Creating a custom footer
D
- &debug=# / Activating the developer mode
- .dump file / Backing up your database
- dashboards
- about / Adding information to your custom dashboard
- information, adding to / Adding information to your custom dashboard
- data
- entering, into OpenERP form / Entering data into an OpenERP form
- database
- creating, in OpenERP / Creating a new database in OpenERP
- backing up, in OpenERP / Backing up your database
- restoring, in OpenERP / Restoring a database in OpenERP
- databases
- managing, in OpenERP / Managing databases in OpenERP
- developer mode
- activating / Activating the developer mode, Activating the developer mode
- getting out / Getting out of the developer mode
- dictionary / The __openerp__.py file
- directory
- creating, for OpenERP modules / Specifying a custom directory to hold our OpenERP modules
- double-entry accounting
- about / Viewing the other journal items
- draft invoice
- creating / Paying supplier invoices
- dynamic fields
- using, in reports / Understanding dynamic fields in your reports
- working with / Working with dynamic fields in reports
E
- e-mail
- messages, receiving via / Receiving messages via e-mail
- configuring, settings / Receiving messages via e-mail
- address, specifying / Email
- Edit option / Taking action on an opportunity
- Email and Phone fields / Email and Phone
- employee
- entering, into OpenERP / Creating a new employee
- configuring, for entering timesheets / Configuring the employee for entering timesheets
- employee, Personal Information tab
- about / Employees' personal information
- Employee Directory application
- installing / Installing the Employee Directory application
- employee hours
- tracking, with timesheet / Tracking employee hours with the timesheet
- employees
- hiring / Hiring employees
- employment application
- creating / Creating an employment application
- ERP system
- implementing, with modular approach / Implementing an ERP system with a modular approach
- Escalate button / Creating leads in OpenERP
- example, OpenERP workflow
- about / Example of OpenERP workflow
- developer mode, activating / Activating the developer mode
- actual step, viewing in workflow / Viewing the actual step in the workflow
- help, obtaining from OpenERP / Getting help from OpenERP
- Expected Revenue field / Expected revenue and percentage
F
- fields
- adding, to Sales Order list view / Adding a field to an existing view
- adding, to sales order view / Adding the fields to our sales order view
- fields, Public Information tab
- Related User / Related User
- Visibility / Visibility
- Department / Department
- Job / Job
- Manager / Manager and Coach
- Coach / Manager and Coach
- filters
- using, in list views / Using filters in list views
- Following button / Following a business document
- Function field / Entering lead address and contact information
H
- held / Looking at your scheduled calls
- help
- obtaining, from OpenERP / Getting help from OpenERP
- human resource application
- modular approach / Taking a modular approach to human resources
I
- information
- grouping, in lists / Grouping information in lists
- adding, to dashboard / Adding information to your custom dashboard
- Information page
- Product Type option / Product Type
- Sale Price option / Sale Price
- Internal Reference option / Internal Reference
- EAN13 Barcode option / EAN13 Barcode
- inherited groups
- about / Understanding inherited groups
- installation, Accounting and Finance application / Installing the Accounting and Finance application
- installation, Employee Directory application
- installation, manufacturing resource planning (MRP)
- about / Installing manufacturing resource planning (MRP)
- manufacturing order, creating / Creating your first manufacturing order
- installation, OpenERP
- on Windows OS / Installing OpenERP on Windows OS
- on Ubuntu / Installing OpenERP on Ubuntu
- installation, OpenOffice / Installing OpenOffice, Installing the OpenERP OpenOffice plugin
- installation, project management application / Installing the Project Management application
- installation, purchasing application / Installing the purchasing application
- installation, Sales Management module
- about / Installing the Sales Management module
- accounting data, configuring / Configuring accounting data
- installation operating system
- selecting / Choosing your installation operating system
- Internal Notes area / Internal Notes
- Internal Notes field / Managing the opportunity
- Interview button
- inventory analysis
- about / Analyzing the inventory
- Inventory page
- about / Entering a product – the Inventory page
- Status field / Status
- Product Manager field / Product Manager
- invoice
- creating / Creating the invoice
- settling / Settling the invoice
- iReport Designer
- community edition / Community edition of iReport Designer
J
- Jasper
- about / Pentaho/Kettle
- JasperReports Server
- community edition / Community edition of JasperReports Server
- Jaspersoft
- about / Jaspersoft reports
- JasperSoft reports
- about / Jaspersoft reports
- journal entries
- creating / Creating journal entries
- journal items
- viewing / Viewing the other journal items
K
- kanban view
- opportunity, viewing / Looking at your opportunities in kanban view
- Kettle
- about / Pentaho/Kettle
L
- Launchpad
- OpenERP, downloading from / Downloading OpenERP from Launchpad
- leads
- example / Tracking leads and opportunities
- leads, OpenERP
- creating / Creating leads in OpenERP
- Lead tab
- about / The Lead tab
- address, entering / Entering lead address and contact information
- contact information / Entering lead address and contact information
- Opt-Out checkbox , Mailings / Mailings
- Active field / Active
- Referred By field / Referred By
- references, specifying / References
- leave management
- leave type field / Leave Type
- duration field / Duration
- mode field / Mode
- employee field / Employee
- department field / Department
- leave management application
- about / Leave management
- leave request, creating / Creating a leave request
- leave, submitting for approval / Submitting for approval
- leave requests, approving / Approving leave requests
- Leaves Summary option / The Leaves Summary page
- leave request
- creating / Creating a leave request
- approving / Approving leave requests
- Lil League / A real-world project example
- line items
- entering, on sales order / Entering line items on a sales order
- line items, entering on sales order
- product, selecting / Product
- product description / Description
- product quantity / Quantity
- taxes / Taxes
- unit price / Unit Price
- lists
- information, grouping in / Grouping information in lists
- list views
- filters, using / Using filters in list views
- Log a note button / Managing the opportunity
- Long Term Support (LTS) versions
- about / Upgrading OpenERP
M
- Make Quotation button / Closing the sale
- manufacturing lead time
- estimating / Estimating manufacturing lead time
- manufacturing order
- creating / Creating your first manufacturing order
- creating, with work center / Creating a manufacturing order with routing and work center
- producing / Producing the manufacturing order
- manufacturing orders
- creating / Creating manufacturing orders
- manufacturing orders creation
- about / Creating manufacturing orders
- product, producing / Producing the product
- order, delivering / Delivering the order
- workflow, defining for business / Defining the workflow for your business
- product, selecting / Selecting the product
- manufacturing resource planning (MRP)
- installing / Installing manufacturing resource planning (MRP)
- Menus tab
- access, setting to / Setting access to menus and views
- Microsoft Windows OpenERP installation
- Model-View-Controller design
- about / Following the Model-View-Controller design
- models, designing / Designing models
- views, rendering / Rendering views
- controllers, authoring / Authoring controllers
- module descriptor file / The __openerp__.py file
- module directory
- contents / Contents of our module directory
- multiple advanced searches
- specifying / Specifying multiple advanced searches
N
- Nano / Modifying sources.list
O
- OpenChatter feature, OpenERP
- using / Using OpenERP's OpenChatter feature
- opportunity, managing / Managing the opportunity
- opportunity, manging / Managing the opportunity
- OpenERP
- browser requisites / OpenERP browser requirements
- free online trial, accessing / Accessing the OpenERP free online trial
- application, selecting / Choosing your first application
- accounting data, configuring / Configuring accounting data
- accounting options, setting / Setting your accounting options
- signing up, for continued service / Signing up for continued service
- using, without subscription fees / Using OpenERP without subscription fees
- upgrading / Upgrading OpenERP
- installing, on Windows OS / Installing OpenERP on Windows OS
- installing, on Ubuntu / Installing OpenERP on Ubuntu
- installations, troubleshooting / Troubleshooting OpenERP installations
- management tips / Checking your browser destination
- database, creating / Creating a new database in OpenERP
- database, managing / Managing databases in OpenERP
- customer, creating / Creating your first customer
- product, entering into / Entering a product in OpenERP
- user language, selecting / Designating language and time zone
- user language, designating / Designating language and time zone
- leads / Tracking leads and opportunities
- opportunity / Tracking leads and opportunities
- OpenChatter feature, using / Using OpenERP's OpenChatter feature
- leads, creating / Creating leads in OpenERP
- about / Installing the purchasing application
- employee, entering into / Creating a new employee
- searching feature / Searching in OpenERP
- developer mode, activating / Activating the developer mode
- developer mode, getting out / Getting out of the developer mode
- database, backing up / Backing up your database
- database, restoriing / Restoring a database in OpenERP
- Sales Order form, adding custom field / Adding a custom field to OpenERP
- modules, exploring / Exploring the OpenERP application and module directory
- application repository, exploring / Exploring the OpenERP application and module directory
- URL, for documentation / Locating the essential OpenERP documentation
- documentation, locating / Locating the essential OpenERP documentation
- help site, visiting / Visiting the official OpenERP help site
- URL, for help site / Visiting the official OpenERP help site
- applications, finding / Finding OpenERP applications and modules
- modules, finding / Finding OpenERP applications and modules
- downloading, from Launchpad / Downloading OpenERP from Launchpad
- access, obtaining to additional developer documentation / Getting access to the additional developer documentation
- technical documentation, accessing / Accessing the OpenERP technical documentation
- OpenERP 7
- release notes, obtaining / Getting the latest OpenERP 7 release notes
- URL, for release notes / Getting the latest OpenERP 7 release notes
- OpenERP architecture
- about / Getting to know the OpenERP architecture
- PostgreSQL database, introducing / Introducing the PostgreSQL database
- database specifications, observing / Observing database specifications
- code, writing with Python / Writing code with Python
- Model-View-Controller design, following / Following the Model-View-Controller design
- OpenERP configuration file
- OpenERP documents
- modifying, OpenOffice used / Modifying OpenERP documents using OpenOffice
- OpenERP form
- master password, setting / Setting our master password
- database name, selecting / Selecting a database name
- demonstration data, loading / Loading the demonstration data
- default language, specifying / Specifying our default language
- password, selecting / Choosing a password
- data, entering into / Entering data into an OpenERP form
- OpenERP installation
- testing / Testing your OpenERP installation
- OpenERP installation, on Ubuntu
- sources.list, modifying / Modifying sources.list
- OpenERP installations
- access, obtaining with OpenERP Runbot / Getting quick access to OpenERP installations using OpenERP Runbot
- OpenERP interface
- about / Knowing the basic OpenERP interface
- search box, using / Using the search box
- views, picking / Picking different views
- OpenERP model
- extending, in silkworm.py file / Extending an OpenERP model in silkworm.py
- OpenERP module
- building / Building our first OpenERP module
- directory, creating for / Specifying a custom directory to hold our OpenERP modules
- contents / Contents of our module directory
- files, creating / Creating and editing the files
- files, editing / Creating and editing the files
- used, for adding custom field to model / Using a module to add custom fields to a model
- installing / Getting ready to install our module
- extending, to sales order workflow customization / Extending our module to customize the sales order workflow
- used, for adding filter to search view / Using a module to add a filter to a search view
- code, adding for rush order filter creation / Adding the code to create the rush order filter, Creating the filter
- OpenERP online
- getting started / Getting started with OpenERP online
- benefits / Taking advantage of OpenERP online
- OpenERP releases
- about / Understanding OpenERP releases
- OpenERP Runbot
- access, obtaining to OpenERP installations / Getting quick access to OpenERP installations using OpenERP Runbot
- OpenERP services
- starting, in Ubuntu / Starting and stopping OpenERP services in Ubuntu
- stopping, in Ubuntu / Starting and stopping OpenERP services in Ubuntu
- OpenERP WebKit Report
- about / OpenERP Webkit Report
- OpenERP workflow
- example / Example of OpenERP workflow
- changes, planning / Planning the changes to our workflow
- tasks / Looking at an OpenERP workflow in detail
- OpenOffice
- used, for modifying OpenERP documents / Modifying OpenERP documents using OpenOffice
- installing / Installing OpenOffice, Installing the OpenERP OpenOffice plugin
- URL, for tutorials / Using OpenOffice Writer to modify the report
- OpenOffice Report Designer installation
- troubleshooting / Troubleshooting the OpenOffice Report Designer installation
- OpenOffice Writer
- about / Using OpenOffice Writer to modify the report
- used, for modifying report / Using OpenOffice Writer to modify the report, Making a small change first
- Opportunities button / Creating a new opportunity
- opportunity
- example / Tracking leads and opportunities
- creating / Creating a new opportunity
- about / Creating a new opportunity
- subject / Subject
- Expected Revenue field / Expected revenue and percentage
- percentage / Expected revenue and percentage
- customer / Customer
- next action, taking / Next Action
- expected closing / Expected Closing and Priority
- priority / Expected Closing and Priority
- categories / Categories
- Email and Phone fields / Email and Phone
- Internal Notes area / Internal Notes
- converting, into quotation / Converting our opportunity into a quotation
- opportunity, in kanban view
- viewing / Looking at your opportunities in kanban view
- action, taking / Taking action on an opportunity
- Opt-Out checkbox / Mailings
- order
- delivering / Delivering the order
- ORDMS
- OS option
- selecting, for OpenERP / Choosing another OS option for OpenERP
- Other Information tab / Converting our opportunity into a quotation
- Overdue Payments page
- about / The Overdue Payments page
P
- Pentaho
- used, for translating data / Translating and reporting data with Pentaho or Kettle
- about / Pentaho/Kettle
- personalized customer experience
- creating / Treating your customer like a real person
- Postgres
- URL / Finding Postgres resources
- URL, for downloading / Finding Postgres resources
- URL, for documentation / Finding Postgres resources
- PostgreSQL
- Postgres resources
- finding / Finding Postgres resources
- posting transactions
- primary OpenERP log file
- searching / Finding the primary OpenERP logfile
- print button
- attributes, modifying / Modifying the attributes of the print and cancel buttons
- Probability field / Modifying the stages of the sale
- procurement
- product, configuring for / Configuring your product for procurement
- procurement method
- about / Defining the procurement method
- defining / Defining the procurement method
- Procurements page
- about / Entering a product – the Procurements page
- Cost option / Cost
- Description for Suppliers option / Description for Suppliers
- product
- entering, in OpenERP / Entering a product in OpenERP
- saving / Saving the product
- receiving / Receiving the product, Receiving products, Getting ready to receive, Receiving our goods
- configuring, for procurement / Configuring your product for procurement
- cost price, setting / Setting the cost price of the product
- suppliers, assigning to / Assigning suppliers to the product
- adding, to quotation / Adding products to your quotation
- producing / Producing the product, Producing the product
- selecting / Selecting the product
- product, configuring for procurement
- about / Configuring your product for procurement
- procurement method, defining / Defining the procurement method
- supply method / Knowing your supply method
- product, producing
- inventory, analyzing / Analyzing the inventory
- routings, managing / Managing routings and work orders
- work orders, managing / Managing routings and work orders
- product category
- about / Category
- account, specifying for / Specifying a new account for your product category
- product code
- designating / Designating supplier product name and product code
- production
- confirming / Confirming production
- product name
- about / Product Name
- designating / Designating supplier product name and product code
- project
- creating / Creating our first project
- team members, adding to / Assigning project teams
- info, setting / Setting other project info
- stages, defining for / Defining project stages for a specific project
- project costs
- estimating / Estimating project costs and time
- project management
- basics / The basics of Project Management
- project management application
- installing / Installing the Project Management application
- project stages
- about / Understanding project stages
- defining, for project / Defining project stages for a specific project
- project tasks
- about / Defining project tasks
- defining / Defining project tasks
- additional task information, defining / Defining additional task information
- additional tasks, creating / Creating additional tasks
- completing / Completing project tasks
- project time
- estimating / Estimating project costs and time
- Public Information tab
- fields / Employees' public information, Visibility, Job
- purchase order
- confirming / Confirming a purchase order
- purchase orders
- generating / Generating quotations and purchase orders
- purchase quotation
- creating / Creating your first purchase quotation
- purchasing application
- installing / Installing the purchasing application
- purchasing process
- about / Understanding the overall purchasing process
- supplier, setting up / Setting up a supplier
- warehouse locations, setting up / Setting up warehouse locations
- quotations, generating / Generating quotations and purchase orders
- purchase orders, generating / Generating quotations and purchase orders
- product, receiving / Receiving the product
- invoice, settling / Settling the invoice
- Python
- URL / Writing code with Python, Locating Python resources
- URL, for downloading / Locating Python resources
- URL, for documentation / Locating Python resources
- Python conventions / Python conventions
- Python resources
- locating / Locating Python resources
Q
- Quality Assurance / Defining project stages for a specific project
- quotation
- product, adding to / Adding products to your quotation
- printing / Printing a quotation and updated status
- quotations
- generating / Generating quotations and purchase orders
R
- real-world project example
- about / A real-world project example
- recruitment process application
- about / Managing the recruitment process
- recruitment stages, defining / Defining recruitment stages
- recruitment, for new job / Recruiting for a new job
- Interview button / Understanding the Interview button
- employment application, creating / Creating an employment application
- employees, hiring / Hiring employees
- recruitment stages
- defining / Defining recruitment stages
- Referred By field / Referred By
- Related Status field / Modifying the stages of the sale
- report
- modifying, OpenOffice Writer used / Using OpenOffice Writer to modify the report, Making a small change first
- report modifications
- saving back to server / Saving our changes back to the server
- reports
- dynamic fields, using / Understanding dynamic fields in your reports
- resources
- locating, on Ubuntu / Locating resources on Ubuntu
- RML
- used, for modifying company headers / Company headers and footers
- used, for modifying company footers / Company headers and footers
- about / RML – Report Markup Language, Locating RML resources
- URL, for documentation / RML – Report Markup Language
- using, for company header / RML for the company header, Making our first simple change
- using, for company footer / RML for the company footer
- RML resources
- locating / Locating RML resources
- routing orders
- creating / Creating routing orders
S
- & symbol / Getting out of the developer mode
- sale
- invoicing / Invoicing the sale
- selecting / Closing the sale
- sale negotiations / Negotiating the sale
- Sales & Purchases page
- about / Editing customer information – the Sales
- Salesperson field / Salesperson
- Reference field / Reference
- Language field / Language
- Date field / Date
- Customer checkbox / Customer
- Supplier checkbox / Supplier
- Active flag / Active
- Receive Messages by Email option / Receive Messages by Email
- Opt-Out flag / Opt-Out
- sales and accounts receivable process
- accounting transactions, tracking through / Tracking accounting transactions through the sales and accounts receivable process
- sales application settings
- User*Own Leads Only / Selecting sales application settings
- User*All Leads / Selecting sales application settings
- Manager / Selecting sales application settings
- Sales Department / Default Sales Team
- Sales Management module
- installing / Installing the Sales Management module
- sales order
- entering / Entering your first sales order
- line items, entering on / Entering line items on a sales order
- modifying / Modifying the sales order
- sales order, entering
- customer, selecting / Selecting the customer
- Date field / Date
- Customer Reference field / Customer Reference
- quotation, saving / Saving the quotation
- Sales Order form
- custom field, adding to / Adding a custom field to OpenERP
- another field, adding to / Adding another field to the sales order
- sales order form
- button, adding to / Adding a button to the sales order
- Sales Order list view
- fields, adding / Adding a field to an existing view
- sales order model
- states, modifying / Modifying the available states of the sales order model
- sales order state
- modifying, in activity / Modifying the sales order state in the activity
- Sales Orders workflow
- visual workflow designer, accessing for / Looking at the Sales Orders workflow inside the workflow designer
- sales order workflow
- about / Understanding the sales order workflow, Looking closer at the sales order workflow
- Send by Email button / Send by Email
- Print button / Print
- Confirm Sale button / Confirm Sale
- Cancel Quotation button / Cancel Quotation
- editing / Editing the sales order workflow
- Sales page
- salesperson
- assigning, to customer / Assigning a salesperson to a customer
- sales representative
- sale stages
- modifying / Modifying the stages of the sale
- sales tax
- account, specifying for / Specifying the account for your sales tax
- sales tax liability
- viewing / Where are my taxes?
- sales team stages
- configuring / Creating custom stages by the sales team
- scheduled calls
- checking / Looking at your scheduled calls
- searching feature, OpenERP
- about / Searching in OpenERP
- filters, using in list views / Using filters in list views
- information, grouping in lists / Grouping information in lists
- advanced search, performing / Performing an advanced search
- multiple advanced searches, specifying / Specifying multiple advanced searches
- advanced searches, saving / Saving your advanced searches
- information, adding to custom dashboard / Adding information to your custom dashboard
- search requirements
- determining, for business / Determining the search requirements for your business
- signature section / Signature
- Silkworm
- silkworm.py file
- OpenERP model, extending / Extending an OpenERP model in silkworm.py
- sources.list modification
- package, installing / Installing the package
- status
- promoting, to RFQ (request for quotation) sent / Promoting status to RFQ (request for quotation) sent
- supplier
- setting up / Setting up a supplier, Setting up your first supplier
- assigning, to product / Assigning suppliers to the product
- establishing / Establishing the supplier
- supplier assignment, to product
- supplier, establishing / Establishing the supplier
- supplier product name, designaitng / Designating supplier product name and product code
- product code, designating / Designating supplier product name and product code
- minimal quantity, setting / Setting minimal quantity
- delivery time, calculating / Calculating the delivery time
- supplier companies, versus individuals
- designating / Designating supplier companies versus individuals
- supplier invoices
- paying / Paying supplier invoices
- supply method / Knowing your supply method
T
- team members
- adding, to project / Assigning project teams
- timesheets
- managing / Managing timesheets
- account setup, for tracking time / Setting up an account for tracking time
- employee hours, tracking with / Tracking employee hours with the timesheet
- validating / Validating timesheets
- time zone
- designating / Designating language and time zone, Receiving messages via e-mail, Default Sales Team, Selecting sales application settings, Manually setting the user password, Assigning a salesperson to a customer
- message, receiving via e-mail / Receiving messages via e-mail
- e-mail address, specifying / Email
- Sales Department / Default Sales Team
- signature section / Signature
- Access Rights tab / Access Rights
- sales application settings, selecting / Selecting sales application settings
- user password, manually setting / Manually setting the user password
- transactions
- creating, in Account Payable / How were transactions created in Account Payable?
- viewing / Viewing the transactions created by validating the invoice
- transitions
- modifying, in workflow / Modifying the other transitions in the workflow
- Tuple / Creating the filter
U
- Ubuntu
- OpenERP, installing on / Installing OpenERP on Ubuntu
- resources, locating on / Locating resources on Ubuntu
- URL / Locating resources on Ubuntu
- URL, for documentation / Locating resources on Ubuntu
- Ubuntu OpenERP installation
- user access rights
- working with / Working with user access rights and groups
- user password
- setting, manually / Manually setting the user password
V
- Views tab
- access, setting to / Setting access to menus and views
- visual workflow designer
- accessing, for Sales Orders workflow / Looking at the Sales Orders workflow inside the workflow designer
W
- warehouse locations
- setting up / Setting up warehouse locations
- Windows
- all-in-one OpenERP installation, performing / Performing an all-in-one OpenERP installation in Windows
- Windows installation
- testing / Testing your Windows installation
- Windows OS
- OpenERP, installing on / Installing OpenERP on Windows OS
- work center
- creating / Creating a work center
- work center setup
- resource type, defining / Defining the resource type, Capacity per cycle
- workflow
- defining, for business / Defining the workflow for your business
- ending / Ending the workflow
- modifying / Modifying workflows
- activity node, adding to / Adding a new activity node to a workflow
- workflow nodes
- about / Workflow nodes
- sales order workflow / Looking closer at the sales order workflow
- examining / Examining a workflow node in detail
- workflows
- transitions / Transitions in workflows
- step, adding for art of approval / Adding a step into the workflow for art approval
- modifying, steps / Summary of the steps for changing the workflow
- transitions, modifying / Modifying the transitions to include art approval
- transition, defining / Defining a transition
X
- XML (Extensible Markup Language) / Finding XML resources
- XML resources
- finding / Finding XML resources
- x_ prefix / Adding a custom field to OpenERP