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Enter Opening Balances in UK/Ireland Chart of Accounts in OpenERP

Now that you have your OpenERP installation and are wondering how to get started with accounting and enter your opening balances then read through this post. The post assumes you have used the out of box version of UK chart of account or Ireland chart of account which is provided…

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Overview: Hands On with VTiger 6 Beta

In Part One of this series, we’re going to look at the Beta version of the eagerly-waited VTiger 6, Launched in the latter half of July, VTiger 6 is currently set to have it’s full, ‘RC’ Release, in early December – but what should we expect to see? User Interface:…

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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…

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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 do you think about these features: Group By Facility OpenERP gives you a group by facility using which you can…

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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…

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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…

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

  This post follows on on from our last article, ‘Adding your Custom Query into Pentaho Report Designer’ https://knowledgement.ie/general/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…

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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…

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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….

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OpenERP – Counties of Ireland and States of India List to Upload

OpenERP keeps a list of all the states for a country. In earlier versions this list used to be only restricted to United States but this can and should be expanded to have the states of all the countries. To start with Ireland counties are not there in the database…