ERP Lab Using Open ERP Last Update 2014

Objectives • Learn – What is ERP – How to use an ERP program

Sources • Much of this is from – Working with Open. ERP by Greg

Flow of the Lab • In this lab you will – Create a virtual machine in Virtual. Box – Install the Debian distribution of Linux – Install Open. ERP – Add modules to Open. ERP – Enter data – Extract and view that data Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 4

What is ERP • According to Moss – An ERP - Enterprise Resource Planning system is essentially a suite of business applications that are integrated together to assist a company in collecting, managing, and reporting information core business processes – These business applications, called modules in Open. ERP, can often be independently installed and configured based on the specific needs of the business Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 5

What is ERP – As the needs of the business change and grow, additional modules can be incorporated into an existing ERP system to better handle the new business requirements – This modular design of most ERP systems gives companies great flexibility in how they implement the system – In the past, ERP systems were primarily utilized in manufacturing operations Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 6

What is ERP – Over the years, the scope of ERP systems has grown to encompass a wide range of business-related functions – Recently ERP systems have started to include more sophisticated communication and social networking features Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 7

Installation of Open. ERP • Open. ERP can be installed in Linux or Windows with Unbuntu Linux being the preferred operating system as it is updated more than the others • When first installed the only thing Open. ERP can do is message among users • To add functions modules are added after installation Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 8

Installation of Open. ERP • Here are the modules Copyright 2014 Kenneth M. Chipps

Installation of Open. ERP Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com

Installation of Open. ERP • In this lab we will use the Open. ERP system as an example of how ERP works • There is an open source version of Open. ERP that we will use here • Let’s set this up Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 12

Virtual. Box Setup • Virtual. Box from Oracle is the virtual machine manager we

Virtual. Box Setup Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 14

Create a Virtual Machine • First we need to acquire the Debian version of Linux • To do this • Open a browser and go to – www. debian. org • At the top of their home page click on – Getting Debian Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 15

Create a Virtual Machine • Scroll down the new page until you see a link that says – Download a small installation image • Click on it • There are two options – Small CDs – Tiny CDs, USB sticks, etc. Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 16

Create a Virtual Machine • Look below the Tiny CDs, USB sticks, etc. heading for the i 386 image • This is the image that we need to install on an Intel processor based computer that we have here • Be sure to remember where you saved your copy because you will need it to perform your Linux installation Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 17

Create a Virtual Machine • Start Virtual. Box • Click on the – New

Create a Virtual Machine • Operating System – Linux • Version – Debian •

Create a Virtual Machine • Use the defaults for the drive settings • Click – Create • With the new virtual machine selected in the left pane click on the Settings icon at the top • Click – Network Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 20

Create a Virtual Machine • In the window that appears click – Network •

Create a Virtual Machine • Once the virtual machine is created click the Start icon • When you click the Next button you will be presented with options for the location of the installation disk • Click the little folder icon on the right side of the Media Source window and navigate to where the installation ISO file is located and then click Next to begin the process Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 22

Install the Operating System • Click – Start • The Linux installation will begin • In general take all of the defaults • For the hostname use – Open. ERP • For the domain use – example. com Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 23

Install the Operating System • There is no proxy • For all the passwords use – password • On the package selection screen uncheck all of the options • Log into Linux using – root – password Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 24

Install Open. ERP • Now that the virtual machine has been setup and the operating system loaded, we need to install Open. ERP • First, check to see if the operating system has an IP address • At the Linux command prompt enter – ifconfig or if the output scrolls off the screen ifconfig | more and the space bar to see it all Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 25

Install Open. ERP • You should see a port named ethx, where the x is some number • The ethx port should have an IP address • If it does not, inform your instructor Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 26

Install Open. ERP • To install Open. ERP issue these commands – cd /etc/apt – cp sources. list. org – nano sources. list • Nano is a text editor • We will use it to add a line at the bottom of the sources. list file Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 27

Install Open. ERP • Use the arrow key to go to the bottom of the file • Skip a line • Then enter this line – deb http: //nightly. openerp. com/7. 0/nightly/deb/. / • To save this file press – CTRL O • To exit Nano press – CTRL X Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 28

Install Open. ERP • Shutdown Linux by issuing from the command line – logout • From the Virtual. Box menu select – Machine – ACPI Shutdown • Restart the virtual machine Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 29

Install Open. ERP • Log into Linux • Issue these two commands one after the other – apt-get update – apt-get install openerp • Reboot the Linux virtual machine again Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 30

Installation of Open. ERP • To access Open. ERP open a web browser • In the address space enter – http: //192. 168. 1. 56: 8069 • Where 192. 168. 1. 56 is the IP address of the Linux virtual machine Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 31

Installation of Open. ERP • When Open. ERP is first accessed it will require that the database be setup using in this case – admin – mis 535 – password • Here is the screen before and after Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 32

Installation of Open. ERP • After the database is created the main screen will

Installing Modules • To add some functions to Open. ERP modules must be added • In this example three modules will used – Sales Management – MRP – Project Management • To install a module click on the Install button Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 37

Sales Management Module • We will install the Sales Management module first • Click

Sales Management Module Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 39

Installation of Open. ERP • When a module involving money is installed Open. ERP will ask you to setup the accounting system to use • As Moss explains – When you initially install any module in Open. ERP that deals with transactions or currency, you will be prompted to configure accounting data Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 40

Installation of Open. ERP – The first step in this process is to select Accounting Package for your company – Technically, you are not really installing an accounting package but are choosing the localized chart of accounts you wish to use for the application • We will use on the first screen – United States – Chart of accounts – Your Company Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 41

Installation of Open. ERP • On the second screen – General Product-Based Business –

Add a Customer • Now that Open. ERP is installed let’s put it to use • First, we will add a customer for our business • Click the Create button Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 45

Add a Customer Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 46

Add a Customer • We will just out in the basic information for now

Add a Customer Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 48

Add a Customer Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 49

The Main Screen • Back to the main screen • Select – Settings • In the top menu bar • If we want to go back to our customer just click on – Sales • In the top menu bar Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 50

Add a Product • Let’s sell our customer something • On the menu bar click on – Sales • On the left side of the screen click on – Products • Then the – Create • button Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 51

Add a Product Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 52

Add a Product Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 53

Add a Product • Use this for the product – MIS-535 Week 1 Lecture Notes – 100. 00 – Lecture notes for Week 1 for the MIS-535 course. • Click – Save Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 54

Add a Product Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 55

Setup the Company • Before we sell the product to the customer we need to finish defining the company we are using • Click on – Settings – Companies • This screen will appear Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 56

Setup the Company Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 57

Setup the Company • Click on – Your Company • And then the Edit

Setup the Company Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 59

Setup the Company Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 60

Setup the Company • Enter this – MIS-535 Inc. – 123 2 nd Street

Setup the Company • Click – Save Copyright 2014 Kenneth M. Chipps Ph. D.

Setup the Company Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 63

Sell Something • Let’s sell something • Click – Sales • In the top

Sell Something Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 65

Sell Something • Click – Create • Select – John Smith – MIS-535 Week

Sell Something Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 67

Sell Something • At this point we could print or email the invoice for the customer • We are done with the basic functions of finding a customer and selling a product Copyright 2014 Kenneth M. Chipps Ph. D. www. chipps. com 68