BLogS

  • Managing Deceased Contacts in CiviCRM

    With any CRM, data can be considered as being in a ‘fluid’ shape, in that it is always changing. Data that you have painstakingly entered a couple of months ago is already showing possible signs of degradation. With CiviCRM, due to it’s tendency to be used moreso by non-profit, or voluntary organisations, this becomes even…

  • OpenERP Accounting – How to Filter Journal Entries by Periods

    If you are an accountant and would like to see your Journal Entries filtered by Periods the following instructions may be for you. Read through and let us know what you think about these features: Group By Facility OpenERP gives you a group by facility using which you can see your list grouped by the…

  • Enable a Journal to Allow Cancelling Entries in OpenERP

    Generally, it is not recommended that you cancel entries in a Journal or at least allow normal users to cancel entries. But in cases where you have to correct your journals to bring them back to sanity you can enable them to cancel entries by going to Accounting > Configuration > Journals > Journals and…

  • Quotation Management in vtiger/vtplus CRM

    This week’s topic is Quotes module, which comes under Inventory Management: This is how the Quotes module home-screen looks like:   A Quote can be defined as a formal statement issued by a seller, to the prospective buyer at their request. It contains the detailed list of Products and Services, Prices and Taxes, Dates, Involved Parties, Address…

  • Setting up your Bank Accounts in OpenERP v7

    In this post, we’ll cover the setup and configuration or Bank Accounts in OpenERP v7; Using the following click-path: Accounting > Configuration > Accounts > Setup your Bank Accounts – then click ‘Create’; You will then see the Bank Account edit screen. Fill in the details as required, making sure the correct Accounting Journal is…

  • Installing your Custom Pentaho Report file into OpenERP’s v7 interface

    This post follows on from our last article, Adding your Custom Query into Pentaho Report Designer it is recommended that you read through the previous articles for ease of reference. We have now created a Custom Report query in Pentaho Report Designer, and produced a file in the .prpt (Pentaho Report) format. We will now…

  • Adding your Custom Query into Pentaho Report Designer

    Following on from our last article, ‘Using Pentaho Report Designer to Create Reports for OpenERP v7’: Click here It is recommended that you read through the previous articles for ease of reference. We now move on to adding your custom query to the report page layout. If you are familiar with formatting tools, you should…

  • Using Pentaho Report Designer to Create Reports for OpenERP v7

    You can use Pentaho Report Designer to Create Reports for OpenERP v7 – Here’s a brief tutorial on how to get started. Simply open your Penatho Report Designer, and click Data > Add Datasource > Advanced > OpenERP Data Access Enter your hostname and port number (8069 will be selected by default, change this if your…

  • Setting up Pentaho Report Designer for OpenERP v7 on your Windows Computer

    In order to generate reports from OpenERP v7 you need to have Pentaho Report Designer downloaded from Pentaho’s website and unzipped on your computer. The package is a binary package which doesn’t need installation on your computer and hence you can run it from the folder where you unzipped it. Here are the steps that…

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