OpenERP Book

• Введение
  • Программное обеспечение с открытым исходным кодом как средство управления предприятием
  • Решение OpenERP
    • Зачем эта книга?
    • Для кого это?
  • Структура этой книги
  • Благодарность
• First steps with OpenERP
  • Subscribe & Start
  • Installation and Initial Setup
    • The Architecture of OpenERP
    • The Installation of OpenERP
      • Independent Installation on Windows
        • Connecting Users on Other PCs to the OpenERP Server
        • Resolving Errors with a Windows Installation
      • Installation on Linux (Ubuntu)
        • Technical Procedure: Initial Installation and Configuration
        • Manual Installation of the OpenERP Server
        • Manual Installation of OpenERP GTK Clients
        • Creating the Database
        • Installation of an OpenERP Web Server
        • Verifying your Linux Installation
    • Database Creation
      • Creating the Database
      • Database openerp_ch01
      • Managing Databases
    • New OpenERP Functionality
      • Extending OpenERP
  • Guided Tour
    • Database Creation
    • To Connect to OpenERP
      • Preferences Toolbar
        • Installing a New Language
        • Requests as a Mechanism for Internal Communication
      • Configuring Users
      • Managing Partners
        • List of Partners
        • Partner Categories
    • Installing New Functionality
      • Updating the Modules list
      • The Configuration / Reconfigure Wizard
      • Installing an Application / Module from the Modules list
      • Installing a Module with its Dependencies
      • Installing Additional Functionality
    • What’s New in OpenERP
      • General Features
      • Business Application-related Features
    • Getting Started with OpenERP
      • Basic Concepts
        • Partners & Contacts
        • Search for a Partner
        • Partner Form
        • Possible Partner Actions
          • Products
      • Boost your Sales
      • Manage your Books
      • Lead & Inspire your People
      • Drive your Projects
      • Driving your Sales
      • Driving your Purchases
      • Organise your Warehouse
      • Get Manufacturing Done
      • Share your Knowledge through Efficient Document Management and Being Mobile
      • Measure your Business Performance
      • Track your Process Flows
      • Need More?
      • Tips & Tricks
        • Overview of Shortcut Keys
        • Filters
  • How does it apply to your Business?
    • Business Example
    • Basic Settings
    • Get your Database Up and Running with Demo Data
    • Fit your Needs
    • Database Setup
      • Configuring Accounts
        • Account Types
        • Accounts
        • Properties
      • Configuring Journals
      • Configuring the Main Company
      • Creating Partner Categories, Partners and their Contacts
      • Creating Products and their Categories
      • Stock Locations
      • Setting up a Chart of Accounts
      • Make a Backup of the Database
    • Driving a Purchase / Sales Flow
      • Purchase Order
      • Receiving Goods
      • Invoice Control
      • Paying the Supplier
      • From Sales Proposal to Sales Order
      • Preparing Goods for Shipping to Customers
      • Invoicing Goods
      • Customer Payment
• Boost your Sales & Deliver Great Services
• Manage your Books
  • How to Keep Track of your Invoicing & Payments
    • Invoicing Workflow
      • Customer Receipts / Supplier Vouchers
      • Keep Track of your Payments
  • Accounting Workflow and Automatic Invoice Creation
    • Draft Invoices
    • Open or Pro Forma Invoices
    • Reconciliation and Payments
    • Records-based Accounting System
  • Invoices
    • Entering a Customer Invoice
    • Tax Management
    • Cancelling an Invoice
    • Creating a Supplier Invoice
    • Credit Notes / Refunds
    • Payments
  • Accounting Entries
    • Managing Bank Statements
    • Manual Entry
    • Import Invoices
    • Cash Management
    • Manual Entry in a Journal
    • Reconciliation Process
      • Automatic Reconciliation
      • Manual Reconciliation
  • Payment Management
    • How to Manage your Payment Orders?
    • Prepare and Transfer Orders
  • From Invoice to Payment
  • Financial Analysis
    • Reporting
      • Financial Analysis of Partners
      • Multi-step Reminders
      • Partner Information
    • Statutory Taxes and Chart of Accounts
      • Taxation
        • Setting up a Tax Structure
        • Your Tax Declaration
        • Define Taxes
        • Taxes on Products and Accounts
      • General Ledger and Trial Balance
      • The Accounting Journals
      • Tax Declaration
    • Company Financial Analysis
      • Management Indicators
        • Time Analysis of Indicators
        • Defining your Own Indicators
      • Good Management Budgeting
      • The Accounting Dashboard
  • Configuring Accounts from A to Z
    • Chart of Accounts
      • Using a Preconfigured Chart of Accounts
      • Creating a Chart of Accounts
      • Virtual Charts of Accounts
    • Journals
      • Configuring a Journal
      • Controls and Tips for Data Entry
    • Periods and Financial Years
      • Defining a Period or a Financial Year
      • Closing a Financial Year
    • Payment Terms
    • Opening Entries
• Effective Management of Operations
  • Analytic Accounts
    • To Each Enterprise its own Analytic Chart of Accounts
      • Case 1: Industrial Manufacturing Enterprise
      • Case 2: Law Firm
      • Case 3: IT Services Company
    • Putting Analytic Accounts in Place
      • Setting up the Chart of Accounts
      • Creating Journals
      • Working with Analytic Levels
    • Analytic Entries
      • Integrated with General Accounting
      • Manual Entries
        • Automated Entries
      • Analytic Models
    • Financial Analysis
      • Analysis per Account
        • The Cost Ledger
        • The Cost Ledger (Quantities Only)
        • Inverted Analytic Balance
        • Analytic Balance
        • Analytic Entries Analysis
      • Key Indicators
  • Lead & Inspire your People
    • Managing Human Resources
      • Management of Staff
      • Contract Management
      • Sign In and Out
    • Timesheets
      • Timesheet Categories
      • Employee Configuration
      • Entering Timesheet Data
      • Evaluation of Service Costs
      • Managing by Department
    • Keeping Track of Expenses
      • An Integrated Process
      • Employee Expenses
    • Hire New People
      • Recruitments
    • Inspire your People
      • Assessments
      • Holiday Management
  • Deliver Quality Services
    • Managing Service Contracts
      • Fixed Price Contracts
      • Cost-reimbursement Contracts
      • Fixed-price Contracts Invoiced as Services are Worked
      • Contracts Limited to a Quantity
  • Drive your Projects
    • Project Management
      • Creating Projects and Related Tasks
      • Managing Tasks
      • Invoicing Tasks
      • Priority Management
      • Delegate your Tasks
    • Long Term Project Planning
      • Project Phases
      • Scheduling
        • Compute Phase Scheduling
        • Compute Tasks Scheduling
    • Planning to Improve Leadership
      • Planning by Time or by Tasks?
      • Plan your Time
      • Planning at all Levels of the Hierarchy
    • The Art of Productivity without Stress
      • Not Everything that is Urgent is Necessarily Important
      • Organizing your Life Systematically
        • Context
        • Timebox
        • Methodology and Iterative Process
        • Some Convincing Results
• Управление вашим складом и производством
  • Ваш склад
    • Scheduling
      • Sales Forecasts
      • Production Plan
    • Management by Journal
      • The Different Journals
      • Using the Journals
    • Объяснение механизма двойной записи в управлении запасами
    • Import / Export
      • Stock
      • Rental Locations
      • Consigned Products
  • Defining your Master Data
• Manage your Business
  • Driving your Sales
    • Sales Quotations
    • Packaging
    • Alerts
    • Control Deliveries and Invoicing
      • Order Configuration
      • Picking Mode
    • Management of Carriers
      • Tariff Grids
      • Delivery Modes
      • Delivery based on Ordered Quantities
      • Delivery based on Shipped Quantities
    • Keep Track of your Margins
      • Margins on Sales Orders
      • Margins by Product
      • Margins by Project
    • Pricing Policies
      • Creating Price Lists
        • Price List Versions
        • Calculation Rules
        • Decimal Accuracy
      • Example
        • Default Price Lists
        • Trading Company
        • Establishing Customer Contract Conditions
      • Pricelists and Managing Currencies
    • Rebates at the End of a Campaign
    • Open Orders
    • Layout Templates
  • Driving your Purchases
    • All the Elements of a Complete Workflow
      • Setting up your Database
      • Price Request from the Supplier
      • Goods Receipt
      • Control of Invoicing
      • Control based on Orders
      • Control based on Goods Receipt
      • Tenders
      • Price Revisions
        • Standard Price
        • Average Price
    • Purchase Analysis
      • Elementary Statistics
    • Analytic Accounts
• Process and Document Management
  • Process
    • Process Integration in the Management System
      • Examples of Process
        • Following a Customer Sales Order
        • New Employee Induction
    • Workflows and User Processes
      • Using Processes Effectively
      • Defining your Own User Processes
  • Integrated Document Management
    • The Importance of Good Document Management
    • Classic Document Management Solutions
    • The OpenERP Solution
      • Getting Started
        • Installation
    • Internal and External Access using FTP
    • Mapping between OpenERP Resources and Directories
    • Managing Attachments
    • Virtual Files
    • Standardizing Structures
    • Optimizing Document Management
      • Searching for Documents
      • Integration with Emails
        • Using Outlook and Thunderbird
      • Working with Users’ Changes
      • Version Management
  • Management System
    • Manuals
    • Procedures and Environmental Aspects
    • Audits
    • Nonconformities
    • Actions
  • Synchronizing your Calendars (CalDAV)
    • OpenERP Server Setup
    • SSL Setup
    • Calendars on iPhone
    • Calendars on Android
      • Prerequisites
      • How to Configure?
    • Calendars in Evolution
    • Calendars in Sunbird/Lightning
      • Prerequisites
      • Configuration
• System Administration and Implementation
  • Configuration & Administration
    • Creating a Configuration Module
    • Configuring the Menu
      • Changing the Menu
      • Personalizing the Welcome Page for Each User
      • Assigning Default Values to Fields
      • Changing the Terminology
        • Translation through a CSV File
        • Changes through the Client Interface
    • User Login
    • Managing Access Rights
    • Groups and Users
      • Access Rights for Menus
      • Access Rights to Objects
      • Record Rules For Objects
      • Modification History
    • Configuring Workflows and Processes
    • Configuring Reports
      • Managing Statistical Reports
        • Modelling a New Report
        • Configuring the Dashboards
      • Managing Document Templates with OpenOffice.org
        • Installing the OpenOffice.org Module
        • Connecting OpenOffice.org to OpenERP
        • Modifying a Report
        • Creating a New Report
      • Creating Common Headers for Reports
    • Importing and Exporting Data
      • Exporting OpenERP Data to CSV
      • Importing CSV Data to OpenERP
      • The CSV Format for Complex Database Structures
        • Many-to-one Fields
        • Many-to-many Fields
        • One-to-many Fields
      • Another Example of a CSV Import File
        • Partner Categories
        • New Partners
      • Exporting Data in Other Forms
  • Implementation Methodology
    • Requirements Analysis and Planning
      • Planning Methods
    • Deployment
      • Deployment Options
        • The SaaS (Software as a Service) Offer
        • Hosting by a Supplier
        • Internal Installation
      • Deployment Procedure
    • User Training
    • Support and Maintenance
      • Updates and Upgrades
      • Version Migration
• Google Modules
  • Google Translate
  • Google Calendar
  • Google Blogger
  • Google Earth
• Conclusion
  • You are Not Alone
    • Bypass the Technical Difficulties by using the SaaS Offer
    • Consult the Available Resources
      • The Community of Users and Developers
      • OpenERP Partners
      • The Main Developer, Tiny