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Best-selling book on enterprise management |
System Administration and Implementation
Creating a Configuration Module
Enter search terms or a module, class or function name.
Retail and Industrial Management, steps towards Sales, Logistics and Manufacturing Integration in the Open Source & Management Collection. |
This chapter is for the administrators of an Open ERP system. You’ll learn to configure Open ERP to match it to your company’s needs and those of each individual user of the system.
Open ERP gives you great flexibility in configuring and using it, letting you modify its appearance, the general way it functions and the different analysis tools chosen to match your company’s needs most closely. These configuration changes are carried out through the user interface.
Users can each arrange their own welcome page and their own menu, and you can also personalize Open ERP by assigning each user their own dashboard on their welcome page to provide them with the most up to date information. Then they can immediately see the information most relevant to them each time they sign in.
And Open ERP’s main menu can be entirely reorganized. The management of access rights lets you assign certain functions to specific system users. You can also assign roles, which define the part that each system user plays in the workflows that move system documents from state to state (such as the ability to approve employee expense requests).
For this chapter you should start with a fresh database that includes demonstration data, with sale and its dependencies installed and no particular chart of accounts configured.
Note
Configuration, Parameterization, Personalization, Customization
The word personalization is sometimes used in this book where you might expect to find configuration or customization.
Customization generally refers to something that requires a bit of technical effort (such as creating specialized code modules) and creates a non-standard system.
Configuration is less radical – it’s the general process of setting all the parameters of the software to fit the needs of your system (often called parameterization or setup). Configuration is also, by convention, the name of the sub-menu below each of Open ERP’s top-level menus that is accessible only to the administrative user for that section.
Personalization is just that subset of configuration options that shapes the system to the particular operational and/or stylistic wishes of a person or company.
Using the OpenOffice.org Report Designer module you can change any part of any of the reports produced by the system. The system administrator can configure each report to modify its layout and style, or even the data that’s provided there.
Note
The OpenOffice.org Report Editor
The OpenOffice.org plug-in enables you not only to configure the reports of the basic products in Open ERP but also to create entirely new report templates. When the user uses Open ERP’s client interface, OpenOffice can create a report template that has access to all the data available to any Open ERP document type.
You can easily create fax documents, quotations, or any other commercial document. This functionality enables you to considerably extend the productivity of your salespeople who have to send many proposals to customers.
Finally, you’ll see how to import your data into Open ERP automatically, to migrate all of your data in one single go.
For this chapter you should start with a fresh database that includes demo data, with sale and its dependencies installed and no particular chart of accounts configured.
System Administration and Implementation
Creating a Configuration Module
Enter search terms or a module, class or function name.
|
Retail and Industrial Management, steps towards Sales, Logistics and Manufacturing Integration in the Open Source & Management Collection. |
