ADSOFT FT6 - 01. Introduction

54
©2011ADSOFTPRESSOPENERPPARTNERINDONESIA Introduction OpenERPUserTraining

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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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