2
.. i18n: .. include:: <isonum.txt>
5
.. include:: <isonum.txt>
8
.. i18n: single: Process
9
.. i18n: single: workflow
16
.. i18n: .. _ch-process:
29
.. i18n: *If you have reached this far in the book, your mind may well be reeling with the number
30
.. i18n: of new documents (based on business objects) and processes that you need to encounter to
31
.. i18n: model and manage your business.*
33
.. i18n: *OpenERP's process module, which is installed automatically when a process-aware module
34
.. i18n: is installed, shows you cross-functional processes and technical workflows for those
35
.. i18n: nodes in the process that have them. This visualization is invaluable for documentation -
36
.. i18n: but it also goes a step further. You can modify processes and workflows and even generate
37
.. i18n: entirely new processes and workflows for your various document types.*
39
.. i18n: *If your starting point is a specific document, such as
40
.. i18n: an invoice or order, then you will also be shown the exact position of that document on
41
.. i18n: its process and workflow diagrams.*
44
*If you have reached this far in the book, your mind may well be reeling with the number
45
of new documents (based on business objects) and processes that you need to encounter to
46
model and manage your business.*
48
*OpenERP's process module, which is installed automatically when a process-aware module
49
is installed, shows you cross-functional processes and technical workflows for those
50
nodes in the process that have them. This visualization is invaluable for documentation -
51
but it also goes a step further. You can modify processes and workflows and even generate
52
entirely new processes and workflows for your various document types.*
54
*If your starting point is a specific document, such as
55
an invoice or order, then you will also be shown the exact position of that document on
56
its process and workflow diagrams.*
59
.. i18n: single: module; sale
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.. i18n: single: modules; hr_
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.. i18n: single: module; hr_attendance
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.. i18n: single: module; hr_contract
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.. i18n: single: module; hr_holidays
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.. i18n: single: module; hr_holidays_request
70
single: module; hr_attendance
71
single: module; hr_contract
72
single: module; hr_holidays
73
single: module; hr_holidays_request
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.. i18n: For this chapter you should start with a fresh database that includes demonstration data,
76
.. i18n: with :mod:`sale` and its dependencies installed and no particular chart of accounts configured.
77
.. i18n: :mod:`process` is one of those dependencies. Also install some of the :mod:`hr` modules for
78
.. i18n: the second example in this chapter, such as :mod:`hr_attendance`, :mod:`hr_contract`,
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.. i18n: and :mod:`hr_holidays`.
82
For this chapter you should start with a fresh database that includes demonstration data,
83
with :mod:`sale` and its dependencies installed and no particular chart of accounts configured.
84
:mod:`process` is one of those dependencies. Also install some of the :mod:`hr` modules for
85
the second example in this chapter, such as :mod:`hr_attendance`, :mod:`hr_contract`,
86
and :mod:`hr_holidays`.
88
.. i18n: .. raw:: html
90
.. i18n: <div class="all-toctree">
95
<div class="all-toctree">
99
.. i18n: 7_18_Process_integ
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.. i18n: 7_18_Process_workflow
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7_18_Process_workflow
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.. i18n: .. raw:: html
117
.. i18n: The organization and quality of a company is typically related to its maturity. A mature
118
.. i18n: company is one where processes are well established, and where staff do not
119
.. i18n: waste much time searching for documents or trying to find out how to do their
120
.. i18n: different tasks.
123
The organization and quality of a company is typically related to its maturity. A mature
124
company is one where processes are well established, and where staff do not
125
waste much time searching for documents or trying to find out how to do their
128
.. i18n: From this need for effective organization and explicit quality improvement,
129
.. i18n: have appeared numerous tools:
132
From this need for effective organization and explicit quality improvement,
133
have appeared numerous tools:
135
.. i18n: * The ISO9001 quality standard,
137
.. i18n: * Business Process Management (BPM) tools,
139
.. i18n: * Use Case workflows, and formalized standards such as UML,
141
.. i18n: * The company Quality Manual.
144
* The ISO9001 quality standard,
146
* Business Process Management (BPM) tools,
148
* Use Case workflows, and formalized standards such as UML,
150
* The company Quality Manual.
152
.. i18n: The problem is that these tools are usually quite separate from your management
153
.. i18n: system and often reserved for the use of just a few specific people in your
154
.. i18n: company. They are treated separately rather than put at the heart of your
155
.. i18n: management system. When you ask company staff about ISO9001 they usually see it
156
.. i18n: as a constraint rather than a helpful daily management tool.
159
The problem is that these tools are usually quite separate from your management
160
system and often reserved for the use of just a few specific people in your
161
company. They are treated separately rather than put at the heart of your
162
management system. When you ask company staff about ISO9001 they usually see it
163
as a constraint rather than a helpful daily management tool.
165
.. i18n: To help the company meet its quality requirements and to form these processes
166
.. i18n: into assistance integrated with everyday work, OpenERP supplies a Corporate
167
.. i18n: Intelligence\ |reg| tool that enables you to put company processes at the heart
168
.. i18n: of your management system.
171
To help the company meet its quality requirements and to form these processes
172
into assistance integrated with everyday work, OpenERP supplies a Corporate
173
Intelligence\ |reg| tool that enables you to put company processes at the heart
174
of your management system.
176
.. i18n: The system enables:
181
.. i18n: * new employees to learn how to use the software by graphically and dynamically, discovering how each
182
.. i18n: document and action works,
184
.. i18n: * easy access to the all the links to a document and everything that is attached to it,
186
.. i18n: * people to see both a high-level map and the detail of all the company's processes,
188
.. i18n: * access to a graphical model and integrated quality manual for rapid access that depends on the
189
.. i18n: work context,
191
.. i18n: * use of a knowledge base and capitalization of that knowledge for all of the company's actions in
192
.. i18n: the form of interactive processes,
194
.. i18n: * an employee to become more aware of his role in the whole environment.
197
* new employees to learn how to use the software by graphically and dynamically, discovering how each
198
document and action works,
200
* easy access to the all the links to a document and everything that is attached to it,
202
* people to see both a high-level map and the detail of all the company's processes,
204
* access to a graphical model and integrated quality manual for rapid access that depends on the
207
* use of a knowledge base and capitalization of that knowledge for all of the company's actions in
208
the form of interactive processes,
210
* an employee to become more aware of his role in the whole environment.
212
.. i18n: .. Copyright © Open Object Press. All rights reserved.
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.. Copyright © Open Object Press. All rights reserved.
217
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
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.. i18n: .. change the content. You can also print a copy to be read by yourself only.
221
.. You may take electronic copy of this publication and distribute it if you don't
222
.. change the content. You can also print a copy to be read by yourself only.
224
.. i18n: .. We have contracts with different publishers in different countries to sell and
225
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
226
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
227
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
228
.. i18n: .. rights of these sales.
231
.. We have contracts with different publishers in different countries to sell and
232
.. distribute paper or electronic based versions of this book (translated or not)
233
.. in bookstores. This helps to distribute and promote the OpenERP product. It
234
.. also helps us to create incentives to pay contributors and authors using author
235
.. rights of these sales.
237
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
238
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
239
.. i18n: .. written authorisation for this.
242
.. Due to this, grants to translate, modify or sell this book are strictly
243
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
244
.. written authorisation for this.
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.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
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.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
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.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
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.. i18n: .. printed in initial capitals.
252
.. Many of the designations used by manufacturers and suppliers to distinguish their
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.. products are claimed as trademarks. Where those designations appear in this book,
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.. and Open Object Press was aware of a trademark claim, the designations have been
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.. printed in initial capitals.
257
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
258
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
259
.. i18n: .. resulting from the use of the information contained herein.
262
.. While every precaution has been taken in the preparation of this book, the publisher
263
.. and the authors assume no responsibility for errors or omissions, or for damages
264
.. resulting from the use of the information contained herein.
266
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium