Friday, 22 June 2012

Rental Solution Using OpenERP.

'Rental Solution in OpenERP an integration of popular OpenERP modules 'crm' and 'rent'. The solution converts leads and opportunities into rent order and manges the return of the rented products without affecting stock equations and accounting parameters. Let's have a look into the flow of events

1. Create Lead

Menu : Sale > Leads

The sales person creates a lead with all the details he collected. If the lead is concerned with “Rent”, he can set it in the field “Lead Type”. Later the sales person converts the lead into an opportunity.

2 . Opportunity

Menu : Sale > Opportunity

In the new opportunity also you will see a field “Opportunity Type”. If the opportunity is created from a lead the “Opportunity Type” would be same as the “Lead Type”. Otherwise you have to set it as “Rent”. Later, based on the meetings and discussions, the opportunity can be converted successfully into an order. In case of rent, a new rent order will be creaetd. Use the button “Convert to Quote”.

3 . Rent Order

Menu : Sale > Rent Orders


If the Rent Order is created form Opportunity, all necessary information would be collected from the opportunity. You may change the rent dates and durations. Create rent order lines by choosing the products. The product field will be filtered based on whether the product is rentable or not. Once you created the lines press the “Confirm Button”. The  button will create a delivery order. The state of the rent order changes to “Confrim”. At this stage user will get another button to create invoice. Created invoice can be accessed uing the link “Invoices”. User can navigate to the created delivery order, using the link “Delivery Order” in the form.

4 . Delivery Orders

When the delivery order is processed the products will be moved from stock to customer location. Along with that an incoming shipment will be created, which specifies the return move of the rented products

5 . Incoiming shipment

Inorder to receive the the rented products back, after the agreement period, user can use the link “Incoming Shipment”. This picking moves product form customer location to stock. Along with the completeion of this action the state of the Rent order becomes “done” and the entire process ends

    Once you process the incoming shipment, the rent order process will be completed. The status of the order becomes "done"

Thursday, 14 June 2012

Importing different csv file templates to a single Model(Object) in OpenERP

This in an interesting module in OpenERP which I found useful recently for importing different csv file templates to a single object(model) in OpenERP. For example when we create a crone job (scheduler) to import csv files from different suppliers with their invoices which has different structure to the Customer Invoices in OpenERP. Below is a generic explanation of the existing module.

We have achieved till importing the csv files with different templates. We may have different type of templates (csv files) containing data, that should be imported(or updated) in same object in the database. We can create multiple template for the same object with different sequence and field name.

In openerp, go to Settings > Import Tool
There you can find two sub menus, Template and Import Chain

Template Menu

Here we have to define all the different fields that will be used for importing.
The template line contains the fields in the target model, that should be updated from the file. The column number in the csv is used as the sequence number in the template line(This is important).

Import Chain Menu

Here we specifies the csv file to be imported and also provide the needed list of templates (the records that we have created from the import tool menu)to be used for importing the csv file we have imported and its order in the chain link. After clicking the button Import Data, ifit works correctly the import result will be shown in the Import Result.
The module for 6.0.3 is attached here as well. Good luck