Access rights for menus
27.7.3 Creating common headers for reports
When saving new reports and reports that you have modified, you are given the option to select a header. This header is a template that creates a standard page header and footer containing data that is defined in each database. This template can be customized by changing the company information through the menu Administration → Companies → Companies. You may select your parent company from the list and edit the fields Report Header, Report Footer 1, Report Footer 2 in the General Information tab. If your company has a logo that you would want to appear in all reports, you may add it using the Logo field. You can also change the appearance of the headerfooter by editing the XML code in the tabs HeaderFooter and Internal HeaderFooter. For any kind of troubleshooting problems kindly mail us at cdetinyerp.com .27.8 Importing and exporting data
Every form in Open ERP has a standard mechanism for importing data from a CSV file through the client user interface. That is the same format as used in the language translations. Note: Forms and Lists You have access to the Import and Export functions in the web client on a single form view in read- only mode – you cannot reach Import or Export in any other view or when the form is editable. If you are using the GTK client you can find the functions from the top menu Form → Import data... and Form → Export data.... The CSV file format is a text format compatible with most spreadsheet programs such as OpenOffice Calc and Microsoft Excel and is easily editable as a worksheet. The first line contains the name of the field in the form. All the subsequent lines are data, aligned in their respective columns. 41127.8.1 Exporting Open ERP data to CSV
Start exploring Open ERP’s use of the CSV format by exporting a modestly complex set of data, the partners and partner addresses in the demonstration data. Go to Sales → Address Book → Customers for a list of partners and select the records to export by clicking the checkbox on the left of each record. Then look for the Other Options section on the right of the list and click the Export link. This pops up the Export Data dialog box. Select the following fields: • Name, • Contact Name under the Contacts menu, • City under the Contacts menu. You can either select and add them one at a time, or Ctrl-click them and add the multiple selection - the order in which you select them is the order in which they will be displayed. If you do not wish to export your your data just yet or would like to use the same fields for future exports, you have the option to save these settings. To do that click Save List and give your export a name. Then click Export and save the resulting data.csv file somewhere accessible - perhaps your Desktop. You can open that file in a spreadsheet program or a text editor. You will see that you have a list of partners, with the name and city of each partner’s contacts alongside. In the couple of cases where there is more than one address, the partner name is left out. So it is important to note that the order of entries is critical - do not sort that list Tip: List limits There is a limit to the number of items you can export in the clients - it is the number you can actually see and that is 20 items by default in the web client, but is arbitrary in the GTK client. You can change the number of items viewed by clicking on the link which shows the count of the items. You can then make a selection of limiting it to fixed number of items at a time, for example, 50 or 100, or you can choose to view unlimited number of items at a time.27.8.2 Importing CSV data to Open ERP
Use this export file as a template for an import file by deleting all of the data and using new data here you will just import new data alongside the demonstration data, but the principle is the same for a blank database. For example, to import partners with several contacts for which you specify a name and a city, you would create the following CSV file from the export file: Table 27.1: Example of importing partner address fields Name ContactsContact Name ContactsCity Whole Globe Technologies Graham Global Athens Wanda World Rome Emerson Earth New York Miles A Minute From the list of partners, click the Import button and then in the Import Data window click Browse to search for and import the new data.csv file. The web client automatically matches column names but the GTK client requires that you click the Auto detect button. You can use the default Options or change them according to preference. Then click Import. You will get a dialog box showing that you have imported 2 objects, and you can see the new partners and partner addresses when you refresh the list on screen.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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