How to create Reports in OpenERP 6.1 using OpenOffice 3.3 Step by Step

Transcription

1 How to create Reports in OpenERP 6.1 using OpenOffice 3.3 Step by Step By Pir Khurram Rashdi, ERP Techno-Functional Consultant, LinkedIn: Open Source world is so wide and full of opportunities for businesses, ending the monopoly of giant software companies who just earn revenue for selling unstable products because of low quality for the sake of quickly capturing markets before competitors can launch their products, where customers always seem to be crying most of the time when there is crunch business need and budget is tight and even low in developing countries. These giant even can t spare their customers and threaten for piracy and try to again sale their cheap quality products. I ve seen these plights and saw situation of miserable customers, where they can t go ahead or behind, seem a simple goat that is going to be sacrificed for the unwise decision of choosing products of these software giant. Where as the open source world is so wide and flexible that every day a new open source product is being launched with amazing new capabilities and earlier nightmare of complexity and instability seems to be ending. One such example in the world of Open source is OpenERP. I am writing this guide to just demo how simply you are going to write reports in OpenERP. 1. Download and Install OpenERP 6.1 and OpenOffice 3.3 I ve downloaded and installed OpenERP 6.1 and OpenOffice 3.3 and since installation is beyond scope of this guide (BTW, it is straight-forward) so I m just including their download links as below:- OpenOffice 3.3: OpenERP 6.1: 2. Installation of base_report_designer module in OpenERP 6.1 I. While logged in as administrator of OpenERP 6.1, navigate or go to Settings > Update Module List > Click Update:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 1 of 22

2 II. Click button Open Modules, it will open comprehensive module lists containing installed or uninstalled modules :- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 2 of 22

3 III. Find base_report_designer module it should be towards bottom and state should be not installed :- IV. Just double click the row and click Install button, then Update button. it will install this module:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 3 of 22

4 V. Click Start Configuration button which will show configure dialog:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 4 of 22

5 VI. Click Save as button to save the OpenOffice plug-in or extension needed by OpenOffice to connect with OpenERP:- VII. Choose a location which is later selected from within OpenOffice to install extension being downloaded:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 5 of 22

6 VIII. Launch OpenOffice Writer, and from its Tools menu, select Extension Manager:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 6 of 22

7 IX. While in Extension Manager, click Add button and now locate the extension downloaded in previous steps:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 7 of 22

8 X. Click For all users so that everybody could use this extension from OpenOffice Writer:- XI. Next Extension Manager will show the OpenERP_Report_Designer.zip extension as installed:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 8 of 22

9 XII. Now restart OpenOffice Writer so that OpenERP Report Designer menu is visible (without restart it will not show):- XIII. There was an issue of crash when we clicked Server parameters option in the menu. By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 9 of 22

10 XIV. Workaround is too launch OpenOffice.org from menu:- XV. Go to Tools menu, choose Options. By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 10 of 22

11 XVI. In the dialog select memory on left tree, uncheck Load OpenOffice.org during system start-up, since this option is causing instability of the extension. XVII. Now again launch OpenOffice writer and select same option of Server parameters from Report designer menu:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 11 of 22

12 XVIII. Ensure the connection string with port is correct as follows and then click Next button:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 12 of 22

13 XIX. Choose Database, and provide admin account and its password and then click Connect button :- XX. It will next show connection success and tell you that you can start writing new reports or modifying existing reports of OpenERP:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 13 of 22

14 3. Modify existing report I. Click Modify existing report option in the menu once the connection is established with OpenERP. It will retrieve list of OpenERP reports on server:- II. It will take some time so have to patient while retrieving whole list of reports on server. Once list is displayed, choose Account Trial Balance report and click Open Report button:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 14 of 22

15 III. From OpenERP, the Trial balance is located in Accounting module, then Reporting > Legal Reports > Accounting Reports > Trial Balance:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 15 of 22

16 IV. Now change few font styles etc, and then upload the file back to server:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 16 of 22

17 V. Select Send to server option from OpenERP Report Designer menu:- VI. Keep default options intact, and choose Send Report to Server:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, Pg. 17 of 22

18 VII. Re-launch Trial balance from OpenERP, it will now show the font changes:- From the OpenERP toolbar in OpenOffice.org it is possible to: connect to the OpenERP 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 OpenERP 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. By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 18 of 22

19 Tip for Python Expressions Using the Add an expression button, you can enter expressions in the Python language. These expressions can use all of the object s fields for their calculations. For example if you make a report on an order you can use the following expression: %.2f % (amount_total * 0.9,) In this example, amount_total is a field from the purchase.order object. The result will be 90% of the total of the order, formatted to two decimal places. By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 19 of 22

20 Now when you click the field, the cursor will change into hand, and when you click a dialog will show the label (above) and field code (below) as follows:- 4. Creating new OpenERP report 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 OpenERP. You could create or modify reports directly from OpenOffice.org and then use them in OpenERP. The OpenOffice.org plug-in enables you to search for fields in OpenERP 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 OpenERP 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 OpenERP 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. By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 20 of 22

21 The general template is made up of loops (such as the list of selected orders) and fields from the object, which can also be looped. Format them to your requirements, then save the template. The existing report templates make up a rich source of examples. You can start by adding the loops and several fields to create a minimal template. When the report has been created, send it to the server by clicking OpenERP Report Designer Send to the server, which brings up the Send To Server dialog box. ATechnical Name for the report is assigned by default, to make it appear beside the other purchase order reports. Rename the template as New Request for Quotation in Report Name, check the checkbox Corporate Header and finally click Send Report to Server. To send it to the server, you can specify if you prefer OpenERP to produce a PDF when the user prints the document, or if OpenERP should open the document for editing in OpenOffice.org Writer before printing. To do that choose PDF, OpenOffice (SXW) or HTML in the field Select Rpt. Type. I. Choose the option Open New Report in Report designer menu in OpenOffice writer:- By Pir Khurram Rashdi, ERP Techno-Functional Consultant, pkrashdi@gmail.com Pg. 21 of 22

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