PacktLib: Working with OpenERP

Working with OpenERP

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

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

Starting Your First Company

Gathering requirements

Implementing an ERP system with a modular approach

Introducing Silkworm – our real-world case study

Summary

Exploring Customer Relationship Management in OpenERP

Using CRM as a business strategy

Summary

Purchasing with OpenERP

Understanding the overall purchasing process

Summary

Making Goods with Manufacturing Resource Planning

Creating manufacturing orders

A real-world example – producing a custom-printed t-shirt

Summary

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

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

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

Creating Advanced Searches and Dashboards

Determining the search requirements for your business

Searching in OpenERP

Summary

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

Understanding Workflows

Example of OpenERP workflow

Planning the changes to our workflow

Looking at an OpenERP workflow in detail

Summary

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

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 Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Locating Additional OpenERP Resources

Index