Section 8: Odoo uses a powerful reporting engine that allows you to create custom reports from within Odoo. In this video you learn how to create an Odoo report template, call the report for a menu, and learn how to use qWeb to loop through datasets to report information.

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Even better, you can build on these fundamentals and be prepared for more advanced web interfaces. Odoo Class Subscribers can redeem their free Udemy coupon above. In this section explore Odoo's report engine and ability to produce PDF files. We begin by looking at an overview of Odoo's reporting engine and learn how to navigate Odoo's source code to find examples of Odoo report templates and menus. Some installations of Odoo have issues with having the correct version of Odoo's print engine Wkhtmltopdf that converts Odoo qWeb templates into a PDF file.

In this video you will learn how to patch Odoo to handle changes with the reporting engine. Finally we look at how to loop through Odoo models and data sets to create more complex reports in Odoo. If you are new to reporting in Odoo then this course will certainly help you understand the basics and framework for creating a report in Odoo. From a development perspective the first steps are to understand the models that you need to pull data from. In our video example we demonstrate how to pull data from the product model that you have developed with your own custom fields.

After you know the models you need to reference you can use the qWeb code to display the fields you need on your report. Creating a custom report in Odoo is much like creating any other view. Here is a code example that you can use to help you get started. The video tutorial above walks you through developing the custom report and integrating it with a menu in Odoo step by step. Each tag in qweb is used by the engine to process the report. Here are some of the more important tags we are using to build our custom report.

First of all this course is comprehensive. Never used Ubuntu or written an Odoo application before? Not a problem. We start at the very beginning from setting up Odoo to creating your first Odoo application from scratch.

introduction to odoo pdf

If you are new to Odoo Development, this is the first course you will want to watch. With this new course we will be better identifying our more important video courses that we release on Odoo Class. These courses are foundation courses that have many hours of content to teach you the fundamentals of Odoo.

ERP Implementation : 12 Steps to a successful ERP

Like our Odoo 9 Essentials course, this course provides you the fundamentals you need for developing Odoo 9 Applications. Future Odoo developer videos and courses will build on these essential Odoo developer topics. The entire purpose of this video course is to give you everything you need to get started developing applications in Odoo.

Even if you don't have Odoo running on your computer See step by step how to install Odoo with source code from git hub. See behind the scenes of the Odoo application and peek into how the Odoo framework fits together. Public Pricelist. Become an OdooClass. Introduction: Creating Custom Reports in Odoo using qweb. Using report templates and existing source code to build reports.I am sure most organizations spend most of their initial time only on the following three domains:.

There is therefore a growing need to better organize your business processeskeep your customers satisfied and improve on your profit making skills. ERP Facts:. Some may debate that choosing the right ERP system or right Implementation Partner can solve this problem but the point is that purchasing the right application or hiring a good implementation partner is not even half the battle won.

Every ERP project is unique and thus requires a pre-planned detailed approach but this do not look relevant until much later in the project. The purpose is to create a detailed business case study in the beginning itself. This ultimately forces you to work upon the bottlenecks of the processes. One of the key risks that organizations often face is the not being able to an impact the business bottom line with their ERP Implementation.

Make sure the business objectives are clearly stated in the above step before getting into technology you want to use or vendor you want to partner with.

Risks like Cost Overheads is very common event in ERP Implementations and can be a major anticipated risk you should be prepared for. One mistake that organizations make while selecting an internal team for the ERP Process defining, is that they include the people whom they can easily spare from regular work without impacting on their main business activity and then they often make a mistake of not including the key persons of the unit.

Do not make this mistake as the insights of your business that your key persons can bring onto table, cannot be brought by other less experienced staff. Ask them to focus on simplifying the process as much as they can before approaching the erp implementation partner. Motivate your development partner, before your project begins, to suggest if there are alternative ways to achieve the same goals.

Do multiple revisions of the above step before starting the project. As there are so many ERP Softwares available for you to choose from. If you do not understand what they all are it will be very likely that you might end up choosing what you do not actually want. This is the system where you choose a partner to start developing a solution for you from scratch. Tip: Do not undertake this approach unless you have an internal IT department to take case of technicalities and a highly specific requirement.

This is a much better solution for any business as compared to the previous one. This is the Software-as -a -service ERP solution for your industries. Benefits: Implementation is immediate, solution is cheaper usually on annual rental and maintenance is almost zero from your end.

Servers in most cases are maintained by the vendor themselves as well. So in broad sense you are almost hiring some pre-developed probably for some other organization ERP system that might work well for you or might not work at all.

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This also means you need to conduct training for your staff is a deciding step analyzing the success of the system. This is the option that have certainly revolutionized the industry. Customizations can be implemented on demand of customers, thus ensures a future proof solution. As mentioned above one of the top reasons often seen for an ERP Implementation failure is lack of proper management.

ERP implementation is huge task, often it takes months before there are visible results. Customer obviously focuses on the cost, time and features they want. Tip: As an actionable step here you need to make sure the team you selected in above steps should develop a detailed robust project plan. The implementation of an ERP system varies widely from customer to customer. Identifying Modules of ERP that your business requires is therefore a very important and often ignored step.XBRL allows the expression of semantic meaning commonly required in business reporting.

One use of XBRL is to define and exchange financial information, such as a financial statement. XBRL is a standards-based way to communicate and exchange business information between business systems. These communications are defined by metadata set out in taxonomieswhich capture the definition of individual reporting concepts as well as the relationships between concepts and other semantic meaning.

Information being communicated or exchanged is provided within an XBRL instance. A wiki repository of XBRL projects is available to be freely explored and updated. The current version of the base XBRL specification is 2. In typical usage, XBRL consists of an XBRL instancecontaining primarily the business facts being reported, and a collection of taxonomies called a Discoverable Taxonomy Set DTSwhich define metadata about these facts, such as what the facts mean and how they relate to one another.

introduction to odoo pdf

The XBRL instance itself holds the following information:. A taxonomy schema is an XML schema document file. This linkbase provides human readable strings for concepts. Using the label linkbase, multiple languages can be supported, as well as multiple strings within each language. XBRL aims to become a worldwide standard for electronic business reporting. This requires taxonomies to present business data in many different languages. Therefore, it is important to be able to create an element that is assigned with labels for different languages.

There may also be different labels for different purposes. All labels are stored and linked to the elements in a label linkbase. Elements defined in a schema are built to convey accounting meaning to computers. In order to make it easier for computers to process their names, they have to obey some rules.

Additionally, big taxonomies such as IFRS obey specific rules of naming and labelling to ensure consistency within the schema. For example, there could be a list of words that are excluded from the names, e.

In the label linkbase, elements are connected to human readable labels using "concept-label" arcrole.

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As mentioned above, elements can be assigned to labels in different languages. Taxonomy creators may also define different labels for one element. One of the ideas of XBRL is that the information about the period and currency for which the element is reported is not contained within an element definition but is described by a context in instance documents.Extension sets were used to deliver new features and keep the core as stable as possible.

Example Domain

Architectural changes were also made to support an enterprise service architecture to transition customers to a Service-oriented architecture. Full implementation of all modules can take years", [ attribution needed ] which also adds to the end price. For example, some point out that because of the rigid model imposed by SAP tools, a lot of customization code to adapt to the business process may have to be developed and maintained.

The tool can be accessed from transaction code STMS. This should not be confused with SAP Transportation Management, a stand-alone module for facilitating logistics and supply chain management in the transportation of goods and materials. SAP EhPs do not require a classic system upgrade. The technical installation of business functions does not change the system behavior.

The installation of new functionalities is decoupled from its activation and companies can choose which business functions they want to activate. This means that even after installing a new business function, there is no change to existing functionality before activation. Activating a business function for one process will have no effect on users working with other functionalities. From Wikipedia, the free encyclopedia. Redirected from SAP Transport management system.

This article has been nominated to be checked for its neutrality. Discussion of this nomination can be found on the talk page. December Learn how and when to remove this template message. Retrieved 14 March Retrieved Concepts in enterprise resource planning 3rd ed.

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Creating Custom Reports - Mastering Odoo 9 Development Part 8

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