Document Management System in OpenERP 6.0

Managing the documents manually is very complex, specially when you have to keep the track and maintain the documents  in the large system like ERP. OpenERP 6.0 has many improved features, Document Management is one of that. Knowledge is the main application in version 6.0 and it has document management, wiki content management, access all document across the FTP.

Lets install the document management with content management.

Step 1: Install Knowledge Management

Now, Configure the Knowledge management system by installing the content management and ftp access. you can also install the content templates to get the help .
Step 2: Configure Knowledge Management
You can configure your ftp server that allow you to access your document outside the system.

Step 3: Configure FTP Server

Once you configure the FTP Server, Installation steps are over and now your document management system is ready to use, or you may configure in detail.

The storage media configuration is most important when you are going to work with the large number of document. you can define Database or Disc as your document storage location.
Step 4: Configure Storage Media
Now, we will create two types of directories. Static and OpenERP resource based - Dynamic directories. In static directory we can place the documents manually and in the dynamic directory we have to configure more to create a document from reports or create a subdirectories based on the related resources.

Static Directory
OpenERP allows to add the documents easily through FTP access, you need to copy some document and past it in to the static directory and it will automatically added to the OpenERP server, lets add some document through FTP and try to see inside OpenERP.
Press Alt + F2, Enter FTP Server URL
Copy/Paste some document
If we look in to OpenERP inside "Static Directory" we will get all the document created, You can try by creating the directory using the FTP access and try to see inside OpenERP. It will create a directory structure. So, Its very to work with the document through FTP server.

Access Document inside OpenERP
Now, lets create a dynamic directories based on the OpenERP resources. here I am going to configure each partner have their own directory contains  partners related document like overdue report, and ledger.

Directory per partners

Configuration to create automatic files based on the partners reports.

Report configuration
Accessing directory - look at the bellow image you can see directories created automatic with 2 reports, overdue payment and party ledger.

Access Partners Directory and automatic created Reports

Please download the database to get more examples on the same.

Comments

Post a Comment

Popular posts from this blog

Server Action - Improvements

Hello to All, I am happy to Post this that we have revised the server action which is the interesting feature for the new version OpenEPR 5. We change the few configuration for the quick and easy configuration for some important functionalities. like Create Object, Write Object, Send Email, and the excellent is Multi Action to allows to execute the multiple server actions at the same time. Test it your self, get the new revised document that will helps you to configure the all the server action your self.
Read more

Implement OpenERP for Service company

Image
Team of Professionals Are you working for or running a professional service, like charted accounting, support center, annual maintenance / service contracts, etc. where you have to keep concentrate on your customer communication and service level, to make them satisfy and up to date with the real time updated information. OpenERP is ready to helps you in that case, the generic way of managing customer communications, keep track of projects, tasks and time management, Billing based on the tasks or projects or time spend which is base of any professional services, All this will give you a full control on your professional services. Some Problems Here are some questions which I would like to ask, before you look in to details of OpenERP, If any of the questions is a real problem for you, OpenERP is ready to help you with its open source business model which will offer you solution at comparatively very low cost. Are you professional service provider and you...
Read more

I am on a trip with Friends !!

Image
Hello ! I am very happy, because after long time, I am again going for a small but exiting trip with my friends. we have visited  Pune , Khandala , Pinchgini , Lonavala , and Mahabaleshwar  in my last trip, This time we are going to visit again some missing places of last trip near from pune and this is the best season to visit this place is monsoon. Tourist can experience the scenic view of waterfalls. Matheran Ghat Matheran is located about 100 km from Mumbai, 120 km from Pune. and 320 km from Surat. It lies on the busy Mumbai-Pune rail link and the nearest train station is at Neral, approximately 11 km from Matheran. From Neral, one can either rent a taxi (50 rupees for a shared cab, 250 for the whole car) to the entrance of Matheran. From the taxi stop at Matheran, one can walk to the city center or rent a horse (150-200 rupees per horse). Lavasa - India's first planned hill station city Lavasa is located in the Western Ghats, on t...
Read more