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Posts Tagged ‘Open source’

OpenERP module of the day: account_invoice_salesman

February 3, 2011 1 comment

Last week a customer asked us how to enter the salesman information on the invoice. He needed to keep track of which salesman was selling what. My instant answer was “you could do that with analytic accounts”, but told him I would check it. And I found the account_invoice_salesman module.

This module can be downloaded from the  documentation page. No need to use bazaar for this. You can either download it with your browser or with this command (in case you are using Linux)

# wget http://www.openerp.com/download/modules/5.0/account_invoice_salesman.zip

Next step is to import the module and install it. The installation is quite straightforward and does not need any configuration. What does module do? Two things

  1. Creates the user_id field in the account.invoice class, with the “Salesman” label. This field references the res.users class, so each salesman nees to have a user created in OpenERP
  2. Adds the Salesman field to the account_invoice form

Below is a screenshot of the invoice form

Cheers!

OpenERP Server log startup options

Tux, the Linux penguin

Image via Wikipedia

From time to time you might need to debug what might be going wrong with the OpenERP server. You can do that by checking the log file and the log messages created by  the application. How do you do that? First, checking the log file. OpenERP keeps a log in a file named openerp-server.log. In most Linux systems you can find the file in the /var/log directory. You can specify the location of the file with the –logfile parameter when you start the openerp-server program. For instance

# openerp-server –log-file=/home/gustavo/myopenerp-server.log

In this example the system is logging to the myopenerp-server.log. OpenERP can also log to the syslog file, you do that by specifying the –syslog parameter when you start the openerp-server program.

You can also set the logging level for the application. You do that by specifying the –log-level parameter when you start the openerp-server program. If you want to log the debug messages, you need to specify the –log-level to debug and enable the debug mode. You do that by specifying the –debug parameter when you start the openerp-server.

Hope this information helps,

OpenERP for Retail and Industrial Management book review

January 24, 2011 8 comments
A Picture of a eBook

Image via Wikipedia

I bought the book on Amazon. You might wonder why should I purchase the book when I can download the e-book which is free? Well, two reasons. The first reason is I do enjoy reading printed books. I don’t think reading books on tablets matches my experience reading a paper book. The other reason is convenience, I can take it anywhere and read it on subways, trains, whereever.

The book is written by Fabien Pinckaers, who started the OpenERP project. This is a very good reason for reading this book. You get to understand the system from the point of view of the person who developed the system. You get to know how the system is supposed to work, which saves you a lot of time.

The first chapter covers the Installation of OpenERP. Covers Windows and Linux. You can skip this chapter since you will find more updated information on the documentation section of the OpenERP website or the community forums.

The second chapter is a Guided Tour. You can skip the chapter but I suggest against it, since it not only covers the user interface and its usage, but also covers third-party add-ons with lots of functionality that are really handy. For instance, I got to know the product_expiry product which is really handy for products that have an expiration date.

The third chapter covers a real case. It is a very simple case, but helps you understand how the system works. Actually, it is the first thing you need to know when you are taking your first steps in OpenERP. The chapter guides you on the different steps of buying products from suppliers, stocking those products in the warehouse and selling them to your customers. It’s OpenERP 101.

 The fourth chapter covers sales management. From sales quotations, packaging, alerts, invoicing, deliveries and price management (including rebates). Does not cover the financial management of sales, CRM nor analytical accounts. They are covered in the e-book version of the book.

The fifth chapter covers Purchasing. It’s a short and concise book on how to create purchase orders, quotations, receipt notes and invoices from suppliers. It is a good read before reading the next chapter.

Stock Management. Covers the product creating, and the warehouse management, involving the operations for entering and delivering products to/from your warehouses. Also covers the stock valuation and traceability, which is becoming critical in the logistics operation.

Manufacturing is the next chapter. Starts with the Bill of Materials and guides you from there. From BoM you create production orders, which are covered in detail, to the different routings available for the different products. This introduces you to WorkCenters and the different operations involved in the manufacture of your product. This might be the most important chapter in the book and has many examples of its operation.

The last three chapters; Process, System administration and configuration, and Methodology. If you work with OpenERP you should read these chapters, but you should complement it with further reading, for instance the memento presentations available on Slideshare.

Well, to finish this post, I highly recommend this book. And after reading the book you should read the e-book, which has additional chapters on CRM and Analytic Accounts (for example). It is not a definite guide, but it is an excellent first step on OpenERP.

Cheers!

Cost Centers in OpenERP

Cost centers in OpenERP are analytic accounts. If you want to know how to manage them, read the chapter on Analytic Accounts in the OpenERP book,

http://doc.openerp.com/book/4/4_10_Accounts/index.html

It’s Sunday noon, that explains why this is such a short post

Have fun!

First steps in OpenERP 6.0 – Importing modules

Sooner or later you will need to import (or install) a new module to enhance OpenERP functionality. After all, OpenERP is an open-source system, and mature open-source systems tend to have hundreds (if not thousands) or third-party modules (just look at Drupal). At the end of the day, this rich module ecosystem is one of the reasons that differentiates open source software from commercial software (in my humble opinion).

Now, how do you add a new module to OpenERP? First you need to find it. A good place to search for them is the Open ERP module page. Select the module you need (in this case I will use the city module) and save the file in your computer. Then open the OpenERP application and select the Administracion > Modules menu item.

Next step is to click on the Import Module menu item. You will see the Import Dialog shown below.

In this dialog you will select the module file you just selected. The filename in this case is city.zip. After selecting the file click on the Import Module button which will begin the import process. After doing so, and in case the process was successful, you will see a dialog like the one listed below:

After importing the module, you have to enable it. You do that by clicking the Open Modules button. You will see the modules list with the modules pending for installation in the system.

Select the module you just imported by double-clicking on it. You will see the module information dialog

Click om Schedule for Installation and then on the Apply Scheduled Upgrades button. You will see a dialog button with the modules scheduled for upgrades, click on the Start Update button.

This will enable the system in your OpenERP system and create the objects, reports, views, forms included in the module. In my case I was importing a module that creates a city object. So to check if the object was created, I click on the Administration > Customization > Database Structure > Objects menu item. There I can see the city object was created in my system.

OpenERP stable v6.0 will be released in mid-January 2011

December 27, 2010 1 comment

Checking the OpenERP Facebook page I found the following announcement:

“Our Planning for Openerp 6.0 : RC2: 31/12/2010. Stable V6.0: 17/01/2011 Thanks to community,partners and R&D team for making this possible.”

Can’t wait to get my hands on the new version of this wonderful ERP system.

Cheers!

Resources for learning OpenERP

December 21, 2010 Leave a comment
Polish OpenERP screenshot

Image via Wikipedia

Well, how do you learn how to use OpenERP? There are many resources online, and the best way to get started is reading the OpenERP book, which can be found at:

http://www.openerp.com/services/books

You can either download an e-book or buy the OpenERP book at Amazon. I read the e-book and it is quite good, I highly recommend it. Have not read the printed book yet and I will receive it early January, so I will make a review of it as soon as I read it.

Reasons for reading the e-book? The most important reason is it portrays how the system works and shows different use cases for implementing the basic functionality of the system. It is an excellent way to begin the learning process with OpenERP.

There are plenty of online resources. Three online presentations I recommend are OpenERP Technical Memento, OpenERP Functional Memento and OpenERP Agile Implementation Memento. First I would study the implementation methodology presentation, then I would read the functional one and at last the technical presentation; which covers the technical aspects of developing modules.

You will also find online videos, most of them can be found at OpenERP Videos. These videos will save you a lot of time. And last but not least, you should check the  OpenERP Planet and the software forums.

Hope this information helps you get started with OpenERP.

Cheers!