Changing the terminology Configuring the menu
27.7.2 Managing document templates with OpenOffice.org
To configure your printable documents in Open ERP, use the module base_report_designer. To install this module use the Reconfigure wizard and ensuring that Advanced Reporting is installed, configure OpenOffice Report Designer for installation. Tip: The OpenOffice.org Writer plug-in You can create your own reports in just a few minutes using the OpenOffice.org Writer plug-in. This tool can give your team a big productivity improvement. Using it, you can create templates for all of your company’s documents, reducing the work of creating and laying out data and customer documents. 408 The system is both simple and powerful, because it gives you the benefits of all of the layout facilities offered by OpenOffice.org Writer as well as all of the data and calculation provided by Open ERP. You could create or modify reports directly from OpenOffice.org and then use them in Open ERP. Note: Independence from OpenOffice.org OpenOffice.org is only used to generate new document templates. The system administrator is the only person who has to install it. Once the document templates have been defined the users do not need it to carry out their normal work. They can use either Microsoft Office or OpenOffice.org as they choose. The OpenOffice.org plug-in enables you to search for fields in Open ERP and integrate them into your document templates. You can use data loops in tables or sections, enabling you to attach several lines to an order, for example. Once the new report has been defined it appears directly in the Open ERP client for the system users. There are two modes of using reports: • make the report produce a PDF document with data in it reflecting the selected record for example, an invoice. • make the report open a document for modification in OpenOffice.org, with data in it reflecting the selected record. This enables you to modify the document in OpenOffice.org before sending it to the customer such as with a Quotation. The personalized reports are stored in the Open ERP database and are accessible to everyone who has rights to use your database without any need for the installation of OpenOffice.org on their own computers. The document modifications are applied to a single database. Installing the OpenOffice.org module You should install two components before using the report editor: • the module base_report_designer – first in your Open ERP installation if it is not already there, and then in the Open ERP database, you want to use it in. • the OpenOffice.org Report Designer in the OpenOffice.org installation on your system administrator’s computer. You start by installing the module base_report_designer just like all the other Open ERP modules. To install the OpenOffice.org extension, save the file openerp_report_designer.zip supplied during the OpenERP Report Designer Configuration. Check that OpenOffice.org is properly installed on your computer and that you have administration rights for installation. Figure 27.12: Menu Open ERP Report in OpenOffice.org Writer Start OpenOffice.org Writer, select Tools → Extension Manager... to open the Extension Manager dialog box and then search for the openerp_report_designer.zip file to install it. Then close the application and restart Writer: a new menu appears in the top menu bar – OpenERP Report Designer. 409 Connecting OpenOffice.org to Open ERP Select OpenERP Report Designer → Server parameters in the top menu of OpenOffice.org Writer. You can then enter your connection parameters to the Open ERP server. You must select a database in which you have already installed the module purchase. A message appears if you have made a successful connection. Modifying a report The report editor lets you: • modify existing reports which will then replace the originals in your Open ERP database, • create new reports for the selected object. To modify an existing report, select OpenERP Report Designer → Modify Existing Report. Choose the report Purchase Order - Request for Quotation in the Modify Existing Report dialog box and then click Open Report. Figure 27.13: Modifying a document template OpenOffice.org then opens the report in edit mode for you. You can modify it using the standard word processing functions of OpenOffice.org Writer. The document is modified in its English version. It will be translated as usual by Open ERP’s translation system when you use it through the client interface, if you have configured your own setup to translate to another language for you. So you only need to modify the template once, even if your system uses other languages – but you will need to add translations as described earlier in this chapter if you add fields or change the content of the existing ones. Tip: Older reports The older reports may not all have been converted into the new form supported by Open ERP. Data expressions in the old format are shown within double brackets and not in OpenOffice.org fields. You can transform an old report format to the new format from the OpenOffice.org menu OpenERP Report De- signer → Convert Brackets - Fields. From the Open ERP toolbar in OpenOffice.org it is possible to: • connect to the Open ERP server: by supplying the connection parameters. • add a loop: select a related field amongst the available fields from the proposed object, for example Order lines . When it is printed this loop will execute for each line of the order. The loop can be put into a table the lines will then repeat or into an OpenOffice.org section. • add a field: you can then go through the whole Open ERP database from the selected object and then a particular field. • add an expression: enter an expression in the Python language to calculate values from any fields in the selected object.Parts
» Think Different Materi ERP openerp book v6
» Why this book? Think Different Materi ERP openerp book v6
» Independent Installation on Windows
» Installation on Linux Ubuntu
» Creating the database Database Creation
» Extending Open ERP New OpenERP functionality
» Database creation Think Different Materi ERP openerp book v6
» Preferences toolbar To connect to OpenERP
» Configuring Users Managing partners
» The Configuration Reconfigure wizard
» Installing an application module from the Modules list
» Installing a module with its dependencies
» Installing additional functionality Installing new functionality
» General Features What’s new in OpenERP
» Business Application-related Features What’s new in OpenERP
» Basic Concepts Getting started with OpenERP
» Boost your Sales Getting started with OpenERP
» Manage your Books Getting started with OpenERP
» Drive your Projects Getting started with OpenERP
» Driving your Sales Getting started with OpenERP
» Driving your Purchases Getting started with OpenERP
» Organise your Warehouse Getting started with OpenERP
» Measure your Business Performance Track your Process Flows
» Business Example Basic Settings
» Get your Database Up and Running with Demo Data
» Fit your Needs Think Different Materi ERP openerp book v6
» Configuring Accounts Database setup
» Configuring Journals Configuring the Main Company
» Creating partner categories, partners and their contacts
» Creating products and their categories
» Stock locations Database setup
» Setting up a chart of accounts
» Make a backup of the database
» Purchase Order Driving a Purchase Sales Flow
» Receiving Goods Driving a Purchase Sales Flow
» Invoice Control Driving a Purchase Sales Flow
» Paying the supplier Driving a Purchase Sales Flow
» From Sales Proposal to Sales Order
» Preparing goods for shipping to customers Invoicing Goods Customer Payment
» Terminology What is in it for you?
» Filtering your Partners Contacts Addresses Partner Categories
» Fetchmail Advanced Customer Relations
» Automated Actions Advanced Customer Relations
» Profiling Advanced Customer Relations
» Report Designer Advanced Customer Relations
» Helpdesk Calendars Think Different Materi ERP openerp book v6
» Analyzing Performance Think Different Materi ERP openerp book v6
» Automating actions using rules
» Installation and Configuration Using the e-mail gateway
» Creating and maintaining cases
» Supplier relationship management Think Different Materi ERP openerp book v6
» Establishing the profiles of prospects
» Using profiles effectively Profiling
» Installing the Outlook plugin
» Configuring the Outlook plugin
» Installing the Thunderbird plugin
» Configuring the Thunderbird plugin
» Using the Thunderbird plugin
» Automate your leads with Marketing Campaigns
» Defining a Marketing Campaign in OpenERP Guidelines for creating a campaign
» Customer Receipts Supplier Vouchers
» Draft Invoices Accounting Workflow and Automatic Invoice Creation
» Reconciliation and Payments Accounting Workflow and Automatic Invoice Creation
» Cancelling an Invoice Invoices
» Credit Notes Refunds Invoices
» Managing Bank Statements Accounting Entries
» Manual entry Accounting Entries
» Import Invoices Accounting Entries
» Cash Management Accounting Entries
» Reconciliation Process Accounting Entries
» How to Manage your Payment Orders?
» Financial Analysis of Partners
» Taxation Statutory Taxes and Chart of accounts
» General Ledger and Trial Balance
» The Accounting Journals Statutory Taxes and Chart of accounts
» Management Indicators Company Financial Analysis
» Good Management Budgeting Company Financial Analysis
» The Accounting Dashboard Company Financial Analysis
» Using a Preconfigured Chart of Accounts Creating a Chart of Accounts
» Payment Terms Opening Entries
» Case 1: Industrial Manufacturing Enterprise
» Case 2: Law Firm To each enterprise its own Analytic Chart of Accounts
» Case 3 : IT Services Company
» Setting up the Chart of Accounts
» Creating Journals Putting Analytic Accounts in Place
» Integrated with General Accounting
» Manual Entries Analytic Entries
» Analysis per account Financial Analysis
» Key indicators Financial Analysis
» Management of staff Managing Human Resources
» Contract Management Managing Human Resources
» Entering timesheet data Timesheets
» Managing by department Timesheets
» An integrated process Employee Expenses
» Recruitments Hire New People
» Assessments Inspire your People
» Holiday Management Inspire your People
» Fixed Price contracts Managing Service Contracts
» Cost-reimbursement contracts Managing Service Contracts
» Fixed-price contracts invoiced as services are worked
» Contracts limited to a quantity
» Creating Projects and Related Tasks
» Managing tasks Project Management
» Invoicing Tasks Project Management
» Priority Management Project Management
» Delegate your Tasks Project Management
» Project Phases Long Term Project Planning
» Scheduling Long Term Project Planning
» Planning by time or by tasks?
» Not everything that is urgent is necessarily important Organizing your life systematically
» Understanding Double-Entry Stock Management
» Product Types From Supplier to Customer
» Procurement Methods – Make to Stock and Make to Order Supply Methods
» Units of Measure From Supplier to Customer
» Receipt of a Supplier Order by Purchase Order
» Receipt of a Supplier Order by Product Customer Delivery
» Customer Delivery by Product
» Stock Locations Basic Logistics Configuration
» Location Types Basic Logistics Configuration
» Location Addresses Basic Logistics Configuration
» Accounting Valuation in Real Time
» Linked locations Basic Logistics Configuration
» Structuring locations Basic Logistics Configuration
» Handling Customer Orders Basic Logistics Configuration
» Linked Production Basic Logistics Configuration
» Push Flows Logistics Configuration in a Multi-Company Environment
» Pull Flows Logistics Configuration in a Multi-Company Environment
» Stock Rental Locations Import Export
» Automatic Procurement Minimum Stock Rules
» Stock Moves Management of Lots and Traceability
» Lots Management of Lots and Traceability
» The different journals Management by Journal
» Using the journals Management by Journal
» Requirements Calculation Scheduling Just in Time
» Planning Managing Partial Deliveries Receiving Supplier Products
» Manual Data Entry of Goods Receipt
» Confirming pre-generated Goods Receipt Documents
» Confirmation by Selecting Products Waiting Product Routing
» Management of production Think Different Materi ERP openerp book v6
» Configurable Bills of Materials
» Manufacturing Think Different Materi ERP openerp book v6
» The customer order Workflow for complete production
» Producing an Intermediate Product
» Manufacture of finished product Delivery of product to the customer
» Invoicing at delivery Workflow for complete production
» Security days Calculation of lead times
» Definition of concepts Operations
» Routing Impact on the production order
» Work operations Management of operations
» Subcontracting manufacture Events and barcodes
» Scheduling Treatment of exceptions
» Entering data for a new repair Repair workflow
» Invoicing the repair Management of repairs
» Manual procurement Management of waste products and secondary products Sales Quotations
» Packaging Think Different Materi ERP openerp book v6
» Alerts Think Different Materi ERP openerp book v6
» Order Configuration Control Deliveries and Invoicing
» Picking Mode Control Deliveries and Invoicing
» Tariff Grids Management of Carriers
» Delivery Modes Management of Carriers
» Delivery based on Ordered Quantities
» Margins by Product Keep Track of your Margins
» Margins by Project Keep Track of your Margins
» Creating Price Lists Example
» Rebates at the End of a Campaign
» Open Orders Layout Templates
» Price Request from the Supplier
» Goods Receipt All the Elements of a Complete Workflow
» Control based on Goods Receipt
» Tenders Price Revisions All the Elements of a Complete Workflow
» Elementary Statistics Purchase Analysis
» Analytic Accounts Think Different Materi ERP openerp book v6
» Examples of Process Process Integration in the Management System
» Using processes effectively Workflows and User Processes
» Defining your own user processes
» The importance of good document management
» Classic document management solutions
» Getting Started The OpenERP Solution
» Internal and External Access using FTP
» Mapping between OpenERP Resources and Directories
» Standardizing Structures Searching for documents Working with users’ changes Version Management
» OpenERP Server Setup Think Different Materi ERP openerp book v6
» DNS Server Setup Think Different Materi ERP openerp book v6
» SSL Setup Think Different Materi ERP openerp book v6
» Calendars on iPhone Think Different Materi ERP openerp book v6
» Prerequisites Calendars on Android
» How to configure? Calendars on Android
» Calendars in Evolution Think Different Materi ERP openerp book v6
» Prerequisites Calendars in SunbirdLightning
» Configuration Calendars in SunbirdLightning
» Creating a Configuration Module
» Changing the menu Configuring the menu
» Personalizing the welcome page for each user Assigning default values to fields
» Changing the terminology Configuring the menu
» User Login Think Different Materi ERP openerp book v6
» Managing access rights Think Different Materi ERP openerp book v6
» Modification history Groups and Users
» Configuring workflows and processes
» Managing statistical reports Configuring reports
» Managing document templates with OpenOffice.org
» Creating common headers for reports
» Exporting Open ERP data to CSV
» Importing CSV data to Open ERP
» The CSV format for complex database structures
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