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Advantages of Open Source ERP, CRM and HRM OpenERP

The jittery economic times has seen an increased interest in open source tools and technologies. In fact open source has been at the fore-front of driving innovations.  A lot of companies have started adoption of open source tools and technologies. in the last 5 years open source software have grown from 10% to 30% of total IT spending by enterprises on an average. This has mainly happened as open source vendors have got more mature in terms of providing better support options to enterprises giving them confidence in using the open source products. 

In the space of Enterprise Resource Planning software open source provides numerous advantages over proprietary software such as SAP, Microsoft, Oracle, Netsuite and other home grown proprietary software. Although these advantages apply to any open source ERP but I will be talking considering  OpenERP, a leading open source business suite of applications as a base case.

1. No Licensing Fee

Majority of Open source software have zero licensing fee which makes this very lucrative and attractive to growing companies. As the number of users increase the cost does not increase. Also this serves as democratization of ERP software as even small companies can dream and adopt a real ERP to fuel growth.

2. Tailored Software

Most other vendors are very hesitant to make changes in the product and want you to stick to their own business process. Hence the companies using the software have to change their business process accosting to their software. I think this is not good in the rapidly changing business environment. Also one software cannot fit all industries.  OpenERP has very flexible architecture which allows much more easy customization and configurations. Also its modularity makes it very flexible and can be used as a good platform to build more modules. Also this supports iterative development.

3. No Vendor lock-in

 This is a huge advantage which is enabled by availability of the source code. If the customer is not happy with the services of the vendor they can change their vendor or find more competitive pricing options. Also generally these tools use standard open source technologies which can also allow for easy exports of data out of the system if needed. A lot of proprietary software I have seen makes it very difficult to export data out of the system and lock you in.

4. Lower Support and Maintenance Costs

Since support can be provided at different levels by different vendors the support and Maintenance fees are reduced due to competitive market. Even free lancers can come to the rescue if need be. This gives a very different dimension to the way product could be supported.

5. No Barriers to Evaluate and Experiment

Open source ERP are easy to download by anyone and does not cost a cent to play around, feel comfortable, and experience the features. This is huge win against other proprietary enterprise software. You do not get access to play around unless you pay upfront licensing fees. Development in open spurts ERP are much more easy on the pockets of the client as the business model is more on service driven and as the software is developed the client can pay on milestone basis.

Hence all in all open source ERP OpenERP pose a compelling reason for enterprises to adopt it. Pragmatic has launched a 3-2-1 Launch program which allows companies experience open source ERP OpenERP at a very cost effective fee where we provide the needed installation, configuration, support and training.

Indian Accounting Localization - TDS Module for OpenERP

The Tax Deduction at Source (TDS) Module for OpenERP is developed as an important contribution towards the Indian Accounting Localization Project. This TDS Module encompasses all the TDS provisions in compliance with the Income Tax Act, 1961. This feature rich TDS module makes it apt for use by the
Corporates & other entities in need for the management of Tax Deduction at source. Another distinguishing feature of the TDS Module of OpenERP is that apart from its standard features its flexible enough to be customized as per changing needs & rules of the Indian Tax System.

Indian Accounting localization - TDS Module for OpenERP video

Key Features of TDS Module for OpenERP:

• TDS linked with Invoice line
• Accounting TDS & Deduction
• TDS with Lower & Zero rate
• Accountign TDS & Deducting it later
• TDS Helper for paying TDS to Government
• Viewing TDS Pending, Payable, Zero/Reduced Rate
• Variety of Reports & Annexures for Filing of Returns to the Govt. Below are the list of some of the Reports provided by the System.
  • Form 16A
  • Form 26Q
  • Form 26Q Annexure
  • Form 27Q
  • Form 27Q Annexure
  • Form 26A
  • Form 26A Annexure
  • Form 27A
  • Form 27A Annexure.
• Pretty Configurable for the Income Heads/ Sources, Tax Rates, Sections, Exemption Limit etc.
• Provision for configuring the details of Deductees, Deductors, Nature of Payments/ Income Sources.
• All the records of the Tax Payables, Tax Deducted, Tax Paid can tracked into the System with the different Filter or Sorting Parameters.

SCREENSHOTS:

1) DEDUCTEE

2) DEDUTOR

3) NATURE OF PAYMENT

4) TDS PAYMENT TO GOVERNMENT

5) TDS PAYMENTS RECORD

Training Management System module for OpenERP

A Comprehensive WebBased Training Management System (TMS) of OpenERP which can be used by Organisations like Training Institutes, Education Institutes, Corporates for effective & efficient management of the Training or Education Services.
It would help the Organisations to a large extent in effectively meeting the Training requirements by maintaining every tit bits of activities involved in the delivery of Training service.
Below mentioned are the key features of this Standard TMS Module which can be Configured & Customized as per Client specific needs.

Key Features:

• Creation of Training Course information including information like
  • Course Description
  • Trainers / Lecturers details
  • Mode of Training (Classroom, Online, etc...)
  • Price / Rate of Course
  • Images relevant to Course
• Provision of entering the Feedback / Review of the Course received from participants.
• Provision to create Exam Questionaires specific to the Course.
• Exam Evaluations.
• Awarding of Degrees specific to the Courses undertaken by the Customers / Participants.
• Provision to create Catalogues & Offers for Marketing / Selling the Courses.
• Provision for organising the Seances including information like
  • Lecturers / Trainers details.
  • Participants details.
  • Courses details for which the Seances are organised.
  • Registration details.
  • Venue & Time details.
• Facility to create Sessions based on Courses & Seances.
• Calendar for keeping track of the various Events, Sessions, Seances & other activities.
• Centralised Repository of all the Documents, Attachments uploaded by the Users are maintained in a Systematic Directory Structure format for easy accessability & Knowledge Sharing.
• Facility to create & maintain Subscription Requests & its details.
• Facility to create & maintain Partcipation Requests & its details.
• Provision to maintain a complete history of all the Customers, Participants, Trainers, Lecturers.
• Managing of all the Invoices & Payment details through its close integration with a Finance Module.
• Generation of variety of Reports like Exam Evaluation Report, Courses Reports, Exam Questionaires Reports, Seances & Sessions Reports, Participants / Customers Reports.
• Pretty Configurable & Customizable according to Client specific needs.
• Provision of creating the various Users of the System & providing Access Rights to them.

Screenshots:

1) Courses

2) Exam Evaluations

3) Offers

4) Catalogues

5) Seances

6) Calendar

7) Subscriptions

Pragmatic @ Asia OpenERP Partners Event Gandhinagar, India

Pragmatic was present at the Asia Parners meeting held on June 4th 2011 at Gandhinagar, India office of OpenERP. The meeting was very interesting as we learnt about a number of very interesting services provided by OpenERP.


1. Partners can avail for OpenERP Support.

2. Partners should include OPW as part of the quotations to customers. OPW is win-win solution for OpenERP, Partners and customers; it covers unlimited bug fix and migration for quality certified modules.

3. Partners need to have good recurring revenue from existing customers
by proposing new features and migrate them to new major version.

Pragmatic presented at the event and shared their experiences on implementing and customizing OpenERP in the last 3 years.

Pragtech corporate-presentation

View more presentations from pragmatic123.

Fleet Management System Module for OpenERP (FMS)

A comprehensive web-based Fleet Management System module for OpenERP (FMS) is developed for fulfilling the business management needs of the Fleet & Transport industry. Its well Integrated & Modular architecture makes it apt for effective running of the Fleet & Transport business.

OpenERP's Fleet Management System integrates different functions in a transport company such as accounts, inventory, payroll, invoicing, insurance, asset management, vehicle maintainence, driver details, etc. Further, the system has a scope for customization according to client specific needs.

Key Features of Fleet Management System (FMS) of OpenERP:

• Maintainence of Fleet history including all the relevant details of the Fleet like Model No., Engine Volume, Seats, License Plate, Fuel Type, Registration details, etc.
• Maintains a complete record of the Driver details like Name, Driving License, etc.
• Maintainence of Insurance Details.
• CMMS (Computerized Maintainence Mangement System) for recording & analyzing various maintainence activities of the Vehicle.
• Management of Fleet Maintainence Contracts including the Fleet Maintainence, Quotation, Fleet Maintainence Orders & its Invoicing.
• Fuel Tracking which would help in monitoring of Fuel consumption.
• Odometer Statements specific to the vehicles.
• Configurable Master Data including Vehicles, Service Templates, Service Tasks, Insurances, Fuel Type, Driving Licences, etc.
• Accounting Module to meet all the financial & billing needs of the company. Its closely integrated with all other modules.
• Sales Module to manage all the sales transactions of the company.
• Purchase Module to manage all the purchase transactions of the company.
• Warehouse Module to manage all the Inventories & Warehouse requirements of the company.
• Provision to generate the Work Orders for maintainence of the equipments & assigning the Spare parts required.
• Variety of Customizable Reports like
  • Vehicle Reports.
  • Fuel Consumption Reports.
  • Driver Reports.
  • Fleet Maintainence Reports.
  • Odometer Statement Reports.
  • Financial Statement Reports like P/L(Profit & Loss statement), Balance Sheet, General Ledger, Trial Balance.
  • Invoice Reports. & many more such type of reports.
• Asset Management Module for managing all the Current & Fixed assets of the Company.

SCREENSHOTS:

1) Vehicle Record

2) Driver Record

3) Insurance Record

4) Fuel Tracking

5) Work Orders.

PragmaticCRM – Skype Integration

The PragmaticCRM–Skype solution provides a full integration of the widely popular voice application, Skype with PragamticCRM. It would allow the PragamticCRM Users to manage all communication activities & improve the handling & documentation of call – related activities. This enhancement makes PragamticCRM a complete feature rich application which would not only cater to emerging needs of current market but capable of sufficing the CRM needs of the business more effectively & efficiently.

Key Features

• User Friendly Interface.
• Cost – Effective.
• Improves efficiency in contacting the Customers/ Leads.
• Convenience of calling directly from PragamticCRM.
• Accessibility of Skype features directly from PragamticCRM.
• Start a Skype Chat from within PragamticCRM.
• Archiving of Skype Chat from within PragamticCRM.
• Sending of SMS via Skype.
• Display Skype user status in PragamticCRM.
• Tracking SMS automatically in history panel of Contact or Lead.
• Display incoming callers name, company & call direction in PragamticCRM.
• Tracking of Inbound & Outbound calls.
• Login to Skype application directly from PragmaticCRM.

Screenshots

1) Initiation of Call to Leads/ Customers.

 2) Establishing a connection with Skype.

3) Call Termination.

 

Project Cost Accounting for Resources/Products/Services

This Project Management module is targeted specifically for the Manufacturing Domain. Its wide array of features is capable of fulfilling the different facets of Project Management activities of the Manufacturing  sector.

Project Cost Accounting for Resources/Products/Services Screencast

Key Features of the Module:

• Power of assigning Products within Project Management.
• Keeping track of the Progress of Project along the Timeline.
• Division of Project into different Tasks & Phases.
• Invoicing of Project based on Services & Material Quantity used within Project.
• Accounting of the Human Resource & Services utilization within project.
• Keeps track of the Materials Consumed & Materials Remaining for the project.
• Accounting of the Materials Utilization within Project.
• Feature for including the BoM (Bill of Materials) within Project.

Product assigning process along with screenshots:

Stage 1: Selection of Products to be used in the Task:

Below is the screenshot of the same:Go to the Task of the concerned project & just select the Products & Quantity needed from the Warehouse which are preconfigured.

Stage 2: Consumption of Products in the Task

In the Task Form just select the Products & Quantity Consumed after starting the Task. Thus the remaining quantity will automatically be updated by the system based on the quantity consumed.
Below is the screenshot of the same:

Stage 3: Invoicing the Project

After completion of all the Tasks & Project, Click on 'Create Invoice' tab for invoicing the Project.

 

Hotel Management System Module for OpenERP

A comprehensive Hotel Management System that takes care of all functional aspects of all types of hotels. The package will help the Hotel Staff to keep track of every tit bits of the activities performed in the Hotel. Depending on the characteristics of a particular hotel, provision for customization is there to satisfy the specific needs of the hotel.

Hotel Management System Screencast:-

Key Modules/Features of Hotel Management System of OpenERP:

1 Hotel Management Module
This Module will help in achieving the following functionalities:

• Order Booking Feature
• Menu Cards
• Table Reservations.
• Hotel Reservations
• Kitchen Order Tickets(KOT).
• Customer order & Sevices History.
• Customer Folios Generation.
• Housekeeping Services.
• Billing Feature.
• Various Forms of Reports like Customer Folio Report, KOT Reports, Customer Order Reports, Customer Bill Reports.
• Pretty Configurable to add new features.

2 Sales Module.

         It fulfills all the Sales needs of the Hotels.

3 Purchase Module.

        It fulfills all the Purchase needs of the Hotels

4 Warehouse Module.

        It helps in managing the Inventories of the Hotels

5 Manufacturing Module.

        It can be used to create BoM for the Food Items & various other manufacturing requirements.

6 Accounting Module.

        It helps in sufficing all the Financial Needs of the Hotels being integrated to rest of the modulkes.

7 Human Resource Module.

        It helps in the management of the Workforce or Employees of the Hotels.

8 Administration Module.

         It helps in creation of different users & granting them access rights according to the requirements of the   Hotels.

9 Point of Sale (POS) Module.

Hospital Management System Module for OpenERP

Medical is an open source, centralized Health and Hospital Information System that provides the following functionality.
A comprehensive Hospital Management System that takes care of all functional aspects of all types of hospital. The package will help the users i.e. Hospital administrators, Doctors & other Staff to keep track of every tit bits of the activities performed in the various departments of the Hospital. Depending on the characteristics of a particular hospital, provision for customization is there to satisfy the specific needs of the hospital.

Hospital Management Information System Screencast :-

Key Modules/Features of Hospital Management Information System(HMIS): 

1 Medical Module

This Module will help in achieving the following functionalities:

• Creating Patient Registration of both the IPD & OPD types & maintaining a record of all the information of the patients.
• Scheduling of the Appointments & keeping a record of it.
• Handling the Laboratory requirements right from creation of the Lab requests to the Lab Reports.
• Maintaining a record of the Prescriptions given by the Physician to the Patients.
• Inbuilt ICD – 10 Codes.
• Pretty Configurable to keep record of the Hospital Information.
• Billing needs of the Hospital.
• Creation of various types of reports like Lab/ Pathological Reports, Patients Reports.
• Creation of Patient Registration Cards.

2 Sales Module.
It fulfills all the Sales needs of the Hospital & Pharmacy.

3 Purchase Module.
It fulfills all the Purchase needs of the Hospital & Pharmacy.

4 Warehouse Module.
It helps in managing the Inventories of the Hospitals & Pharmacy.

5 Accounting Module.
It helps in sufficing all the Financial Needs of the Hospital.

6 Human Resource Module.
It helps in the management of the Workforce of the Hospital.

7 Administration Module.
It helps in creation of different users & granting them access rights according to the requirements of the Hospital.

8 Point of Sale(POS) Module.

Screenshot:-

Integration of Arabic Calender in OpenERP

The Islamic calendar (Hijra calendar) is a purely lunar calendar. It contains 12 months that are based on the phases and stages of the moon, and because 12 synodic months is only 12 x 29.53059=354.3671 days, the Islamic calendar is consistently shorter than a tropical year, and therefore it shifts with respect to the Christian calendar.

Since the Islamic calendar is purely lunar, as apposed to solar or luni-solar,the Muslim (Hijri) year is shorter than the Gregorian year by about 11 days,and months in the Islamic (Hijri) year are not related to seasons, which are fundamentally related to the solar cycle.

OpenERP is Currently using Gregorian Calender, But the growing need, adoption and the exploration of OpenERP at a incessant velocity in Muslim countries including gulf and other Areas has led us to develop a robust and dynamic Arabic (Hijri) calendar that we integrated in OpnERP to meet their Business Requirements and record their daily business transaction as per Islamic dates.

The Calendar is Designed in such a away that it displays the hijri dates as digits and the name of months and days in Arabic language.(That Can Be further customized To More then 50 Languages including English,Parsian,Urdu and Hindi). The Calendar works same way as the inbuilt Gregorian calendar does. Here are the snapshots of integrated Arabic (Hijri) Calendar to show its features, appearance and some functionality.

  (Arabic Calender showing day names and month name)

 (click the image for large view)

 (Drop down list of month names)

 (click the image for large view)

Running OpenERP 6 on Amazon EC2 Cloud

Cloud computing is a very effective platform for deploying OpenERP 6. We have deployed OpenERP 6 on Amazon EC2 for our clients. This blog gives an overview on how to set things up. We have got OpenERP working on Amazon EC2 cloud AMI running Ubuntu 10.04 32 bit.

1.  Go to http://aws.amazon.com, and select Sign-up Now. Sign in to your existing Amazon account or create a new one.


2.  Go to http://aws.amazon.com/ec2, and select "Sign Up for Amazon EC2".

• Enter your credit card information.
• Complete your signup for the Amazon EC2 service. 

3. On the thank you page, select "Create a New X.509 Certificate". Note that if you already have an X.509 certificate you are only able to download the certificate itself, not the private key. If you no longer have the private key you will need to generate a new X.509 certificate.

• Select "Yes" to create a new certificate.
• Download your Private Key and Certificate file.

4. Launching your first instance: There are already pre existing Ubuntu images which you can use directly. You will need to login in to the EC2 console and launch a new instance.

5. Select the Community AMI tab and search for the Ubuntu AMI's. You can find For Ubuntu 10.04 Server edition look here http://uec-images.ubuntu.com/releases/10.04/release/

6. On the next screen select the type of instance Small, large or Micro. Please note that the Micro instances are free for 1 year for new customers.

7. The next few screen goes for advanced AMI image options. Select the default.

8. Select the Key pairs you created. If not create one. You will then need to download them to your machine to access your instance.

9. Next select the Security Group. You can create a new security gtoup or select the default one. Please note that this is a very critical step as by default most of the ports are blocked on your instance except SSH port.

10. follow the steps and then you will be able to launch your Amazon EC2 instance. Please note that if you have set the key pair correctly you will be able to ssh to your instance

11. You will be able to get the IP address of the instance on the EC2 console in the details section. You can ssh to your instance.

12. Follow the standard instructions to install OpenERP 6 on Ubuntu, For more details look here  http://doc.openerp.com/v6.0/install/linux/index.html

13. Once OpenERP 6 is installed you will need to go and edit the Security group and allow inbound port 80 or any other port access.

14. Your instance Amazon EC2 public IP keeps on changing so it is better to buy an Elastic IP which is more of a static IP to access your instance.

OpenERP Bookkeeping and Accounting Service

OpenERP Bookkeeping and Accounting Service

Our OpenERP Bookkeeping Services are focused at helping our customers with the management, accounting and thereby reducing their finance and accounts operating costs. Pragmatic’s personalized and professional online bookkeeping services cover the entire scope of bookkeeping and customers have the flexibility to choose what they require. We function just as customers' virtual back-office for all their bookkeeping and accounting work right from set-up, support, maintenance and consultancy with accounting. By outsourcing bookkeeping services to us, you can benefit from the cost advantages of Pragmatic's customized finance and accounting services.

Pragmatic's OpenERP bookkeeping services include

• Accounting Reconciliation
• Bank Reconciliation
• General Ledger Maintenance
• Inventory Reconciliation

• Payroll Processing
• Cash Flow Management
• Payroll Administration
• Budgeting

Pragmatic Advantages

• In depth knowledge of OpenERP Accounting and Financial Management, Asset Management, Budgeting Module.
• Experience implementing OpenERP Financial Management module for US, UK, Canada. New Zealand, Australia, India, Saudi Arabia, UAE, France, Switzerland, Bekgium, Holland, Spain.
• Experienced satff already doing Bookeeping for our customers.

You can reach us at E-mail sales@pragtech.co.inThis e-mail address is being protected from spambots. You need JavaScript enabled to view it or skype us: pragtech.

OpenERP Support Helpdesk for Functional and Technical Help

OpenERP Support Helpdesk for Functional and Technical Help                           Pragmatic has launched a telephonic and Email Helpdesk support for OpenERP for  both Technical and Functional/User areas. Please note that this is not an alternative to  OPW Publishers warranty provided by OpenERP. It is meant to solve practical issues  faced by companies while configuring and using OpenERP. This support involves  helping potentially companies who are using OpenERP and need someone whom they  can call and get help with their running systems.

Pragmatic Advantage

• OpenERP Experts with in-depth understanding of technical and functional aspects of OpenERP
• Experience staff involved in large OpenERP implementations spanning over 6-10 months
• In depth understanding of OpenERP server Setup, Configuration, Customization, Module migration, Data Migration ETL and advanced reporting Business Intelligence tools

Our Helpdesk support is based on Ticket basis. Each ticket is an issue which could be solved in 1 hour of time or less.
Currently we are supporting Europe, Africa, Moddle-East and Asia Pacific You can reach us at E-mail sales@pragtech.co.in or skype us: pragtech

Our plans are as follows:

Features	Premium		Standard
Support limit	8 tickets every month		5 tickets every month
Availability	5X8		5X8
Contact Means	Voice Email		Email
Turnaround time	Reaction time: 4 hours Issue Resolution time: 3 day		Reaction time: 1 day Issue Resolution time: 5 days
Pricing	Skype us: pragtech Email: sales@pragtech.co.inThis e-mail address is being protected from spambots. You need JavaScript enabled to view it		Skype us: pragtech Email: sales@pragtech.co.inThis e-mail address is being protected from spambots. You need JavaScript enabled to view it

Application Integration and Synchronization using Talend Web and Data Integration suite for OpenERP

Application Integration is generally a complex process as it involves connecting two different pieces of software. These software could be written in different programming languages with different databases. Also they may or may not have an API or web services layer using SOAP/REST API's. Integrating and synchronizing data between the applications is tedious process as it involves writing custom connectors for the integration. Also these connectors are brittle as any minor changes in the API or code can break them.

Web and Data Integration using tools usch as Talend presents a better way to connect and synchronize two application wanting to share and synchronize data between them. The process involves mapping the database files between applications, witing transformations  or a Web services layer could be created to do the synchronization. We have created a simple connector for demonstration purpose between OpenERP and Joomla using Talend. The same approach could be used for connecting OpenERP with Magento, SugarCRM, VTigerCRM and other
applications.

Joomla ! and OpenERP Integration Screencast

Things to note while migrating OpenERP 5 modules to OpenERP 6 (OpenERP 5 to OpenERP 6 Module Migration)

Pragmatic Techsoft Pvt Ltd. (http://www.pragtech.co.in) has put forward a list of technical changes which need to be taken care while migrating modules from OpenERP 5 to OpenERP 6. This list is no way comprehensive and comments and feedback are welcome.

Wizard

OpenERP V5
1. Both normal and memory wizards are used.
2. Normal Wizard created by single .py file, which is created in wizard folder of our module.
3. To call normal wizard we need following code in .xml file which is outside the wizard folder.

<wizard
id="wizard_student"
model="student.student"
name="student.student.wizard"
string="Student Detail"/>

4. To call memory wizard we need following code in .xml file which is outside the wizard folder. If we call wizard on button.

<button name="%(act_student_memory_wizard)d" string="Memory Wizard" type="action"/>

OpenERP V6
1. Only memory wizards are used.
2. Wizard in V6 is similar to memory wizard in V5.
3. To call wizard we need following code in .xml file which is outside the wizard folder. If we call wizard on button.

<button name="%(student.act_student_memory_wizard)d" string="Memory Wizard" type="action"/>

4. if we call the wizard through Action menu then we need following code to call given wizard

<act_window name="Student Detail"
res_model="student.detail.bymarks"
src_model="student.student"
key2="client_action_multi"
multi="True"
view_mode="form"
view_type="form"
target="new"
id="action_student_onmarks"/>

Search views

OpenERP V5:
1. The only facility of search is there in list view(treeview).
OpenERP V6:
1. Improves over built-in search features in v5
2. Always associated with other view: list, calendar, ...
New view type: <search>
Two main building blocks:
• <field name='...'>
• <filter domain='...' context='...'>
Structured with:
• <group>
• <separator>
• <newline>
No need of select=”1” or select=”2”,just need select=”True”

<record id="view_sales_order_filter" model="ir.ui.view">
<field name="name">sale.order.list.select</field>
<field name="model">sale.order</field>
<field name="type">search</field>
<field name="arch" type="xml">
<search string="Search Sales Order">
<filter icon="terp-document-new" string="Quotations" domain="[('state','=','draft')]" help="Sales Order that haven't yet been confirmed"/>
<filter icon="terp-check" string="Sales" domain="[('state','in',('manual','progress'))]"/>
<separator orientation="vertical"/>
<filter icon="terp-dolar_ok!" string="To Invoice" domain="[('state','=','manual')]" help="Sales Order ready to be invoiced"/>
<separator orientation="vertical"/>
<field name="name" select="1"/>
<field name="date_order" select="1" string="Order date" />
<field name="partner_id" select="1"/>
<field name="user_id" select="1">
<filter domain="[('user_id','=',uid)]" help="My Sale Orders" icon="terp-personal"/>
</field>
<newline/>
<group expand="0" string="Group By..." colspan="11" col="11" groups="base.group_extended">
<filter string="Customer" icon="terp-personal" domain="[]" context="{'group_by':'partner_id'}"/>
<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>
<separator orientation="vertical"/>
<filter string="State" icon="terp-stock_effects-object-colorize" domain="[]" context="{'group_by':'state'}"/>
<separator orientation="vertical"/>
<filter string="Order Date" icon="terp-go-month" domain="[]" context="{'group_by':'date_order'}"/>
</group>
 </search>
</field>
</record>


<record id="action_order_form" model="ir.actions.act_window">
<field name="name">Sales Orders</field>
<field name="type">ir.actions.act_window</field>
<field name="res_model">sale.order</field>
<field name="view_type">form</field>
<field name="view_mode">tree,form,calendar,graph</field>
<field name="search_view_id" ref="view_sales_order_filter"/>
<field name="help">Sales Orders helps you manage quotations and orders done with your customers. OpenERP suggests that you to start by creating a quotation. Once the order is confirmed, the quotation is converted into a Sale Order. OpenERP can handle several types of products so that a sales order can trigger tasks, delivery orders, manufacturing orders, purchases and so on. Based on the configuration of the sale order, a draft invoice will be generated so that you just have to confirm it when you want to bill your customer.</field>
</record>
<menuitem action="action_order_form" id="menu_sale_order" parent="base.menu_sales" sequence="3" groups="base.group_sale_salesman,base.group_sale_manager"/>

<fields> with embedded <filters>
Advanced attributes for <field>:
• context=”{'country_visible':True}”
• domain=”[('country_id', '=', 'Belgium')]”
• filter_domain=”['|', ('location_to', '=', self),
('location_src', '=', self)]”
Default values for filters and fields, via action context:
• context=”{'search_default_filter1': True}”
• context=”{'search_default_field1': 'test'}”
• context=”{'search_default_field1': lang}”
Specific search view can be forced in caller action:

<field name="search_view_id" ref="view_sales_order_filter"/>

context attribute of elements can toggle aggregation of associated list views

<filter string="Salesman" icon="terp-personal" domain="[]" context="{'group_by':'user_id'}"/>

Multiple group-by levels are supported
• <filter string="Salesman,State"
name="salesman_state"
context="{'group_by':['user_id','state']}"/>
Order of group-by entries matters!

Tree Views

Openerp V5:
1. Normal Tree view is there.
2. We can edit data in columns in tree view, but no buttons are theire to process on selected row.

Openerp V6:
1. List views can now display buttons
Regular <button> elements as in form views
Action/Method/Workflow called on single record

2. Columns can be toggled via context
• context = {'section_mode': True}
• <field name=”country_id”
invisible=”context.get('invisible_country')”>

Diagram views

OpenERP V5:
1. No diagram view is theire.
2. But we can see similar to it in customized workflow

OpenERP V6:
New <diagram> view type
Constructed with
• <node object=”node.model”
shape=”...”
bgcolor=”...”>
• <arrow object=”transition.model”
source=”source_field”
destination=”dest_field” >
• <field> (included in quick view)
Objects must form a coherent graph
<node> model must have a many2one to its container

<record id="view_marketing_campaign_diagram" model="ir.ui.view">
<field name="name">marketing.campaign.diagram</field>
<field name="model">marketing.campaign</field>
<field name="type">diagram</field>
<field name="arch" type="xml">
<diagram string="Campaign Editor">
<node object="marketing.campaign.activity" shape="rectangle:type=='subcampaign'" bgcolor="gray:start==True">
<field name="name"/>
<field name="type"/>
<field name="start" invisible="1"/>
<field name="condition" widget="char"/>
</node>
<arrow object="marketing.campaign.transition" source="activity_from_id" destination="activity_to_id" label="['name']">
<field name="activity_from_id"/>
<field name="activity_to_id"/>
<field name="interval_nbr"/>
<field name="interval_type"/>
</arrow>
</diagram>
</field>
</record>

Testing framework: YAML

OpenERP V5:
1. No such Testing framework(.YAML) file used in it.
OpenERP V6:
1. New YAML data serialization supported in v6
2. Data-oriented syntax “YAML Ain't a Markup Language”
3. Whitespace delimiters, Python-like
Human-readable
no quotes, brackets, braces, ... by default
Supports everything supported by XML and more
Calling internal service such as workflows
Arbitrary python code
4. When added to the test section of the module descriptor, tests are rolled back by default
New logging level test for showing test results

OpenERP supports specific custom types:
• !record {model: res_model, id: xml_id, context: {...} }
• !python {model: res_model}
• !workflow {model:res_model, action:signal, ref: xml_id}
And equivalents for all XML supported elements
• !act_window
• !report
• !function
• !menuitem
• !assert

In order to test Account Journal Select wizard I open journal entries using this wizard
-
!record {model: account.journal.select, id: account_journal_select_0}:
{}
-
I clicked on Open Journal Button to open the entries

-
!python {model: account.journal.select}: |
self.action_open_window(cr, uid, [ref("account_journal_select_0")], {"lang":
 'en_US', "active_model": "account.journal.period", "active_ids": [ref("account.a_recv")],
 "tz": False, "active_id": ref("account.a_recv"), })
-
I check that the entries open successfully

Other Improvements

OpenERP V5:
1.Simpler __terp__ structure: data, demo

2. Security:
safe_eval
Private _methods() are callable via RPC
def _foo(self):
print “hi all “
3. class for res.partner.function object is present.

OpenERP V6:
1. Simpler __openerp__ structure: data, demo, test

2. API:
_defaults may be literal
_constraints, _sql_constraints may be callables
3. Security:
safe_eval replaced built-in eval
Private _methods() not callable via RPC
def _foo(self):
print “hi all “
1. if you try to call this method on button ,it will not allow you
2. so solution for this problem is that do not define function start with _(underscore).

4. Reporting engine more modular (e.g report_webkit)

5. Performance improvements in RML reports
<blockTable rowHeights="2cm" colWidths="11.0,7.0">
Smarter translations, cached
6. Actions have new properties:
help="Business description for this action"
multi=True
7. Simpler XML declaration for wizards actions
res.roles => res.groups

8. base_report_designer includes OOo plugin

9. 'View logs' shows XML ID now

10. class for res.partner.function object is not not V6 replace by char field.

Action Help

Openerp V5:
1. There is no facility of help regarding action

Openerp V6:
1. you can specify help of action by following way

<record id="action_tax_code_tree" model="ir.actions.act_window">
<field name="name">Chart of Taxes</field>
<field name="res_model">account.tax.code</field>
<field name="domain">[('parent_id','=',False)]</field>
<field name="view_type">tree</field>
<field name="view_id" ref="view_tax_code_tree"/>
<field name="help">The chart of taxes is used to generate your periodic tax statement. You will see here the taxes with codes related to your legal statement according to your country.</field>
</record>