3
.. i18n: single: process integration
5
.. i18n: The integration of processes into the management system
6
.. i18n: =======================================================
10
single: process integration
12
The integration of processes into the management system
13
=======================================================
15
.. i18n: Processes are at the heart of a company: they form a structure for all
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.. i18n: activities that enable the company to function effectively. A company's human
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.. i18n: dimension is often disconnected from its processes at the moment, preventing
18
.. i18n: individual employees' aspirations from being directed towards a collective
22
Processes are at the heart of a company: they form a structure for all
23
activities that enable the company to function effectively. A company's human
24
dimension is often disconnected from its processes at the moment, preventing
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individual employees' aspirations from being directed towards a collective
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.. i18n: From a mapping process, integrating management and the changing needs of each
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.. i18n: employee becomes very useful for the fulfillment of each. Based on that, each
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.. i18n: employee becomes aware of his own personal contribution to the company's value
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.. i18n: chain. This representation also helps an employee's own personal management
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.. i18n: because it shows his place and his role in the overall process, very often over
33
.. i18n: several departments.
36
From a mapping process, integrating management and the changing needs of each
37
employee becomes very useful for the fulfillment of each. Based on that, each
38
employee becomes aware of his own personal contribution to the company's value
39
chain. This representation also helps an employee's own personal management
40
because it shows his place and his role in the overall process, very often over
43
.. i18n: The system of 'Corporate Intelligence' will also be highly useful to system
44
.. i18n: implementers who, after studying the requirements, have to formalize a
45
.. i18n: company's processes to put them into operation in OpenERP.
48
The system of 'Corporate Intelligence' will also be highly useful to system
49
implementers who, after studying the requirements, have to formalize a
50
company's processes to put them into operation in OpenERP.
52
.. i18n: Examples of process
53
.. i18n: -------------------
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.. i18n: To understand the aims of the system of Corporate Intelligence (process)
60
.. i18n: better, you'll now see an overview of the functions available to you in a the study of
61
.. i18n: two processes:
64
To understand the aims of the system of Corporate Intelligence (process)
65
better, you'll now see an overview of the functions available to you in a the study of
68
.. i18n: * A customer order quotation,
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.. i18n: * The engagement of a new employee.
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* A customer order quotation,
75
* The engagement of a new employee.
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.. i18n: single: process; customer order
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single: process; customer order
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.. i18n: Following a customer sales order
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.. i18n: ----------------------------------
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Following a customer sales order
89
----------------------------------
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.. i18n: The example :ref:`fig-procquot` shows the process for handling a customer sales order. Use
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.. i18n: the menu :menuselection:`Sales Management --> Sales Orders` to list all orders, then choose
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.. i18n: Order SO001 – you can either check the checkbox to its left, or you can open
94
.. i18n: the order itself by clicking the order date to the left of its name in the
98
The example :ref:`fig-procquot` shows the process for handling a customer sales order. Use
99
the menu :menuselection:`Sales Management --> Sales Orders` to list all orders, then choose
100
Order SO001 – you can either check the checkbox to its left, or you can open
101
the order itself by clicking the order date to the left of its name in the
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.. i18n: To view the process for that specific order, click the :guilabel:`Process` button at the
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.. i18n: top right of the list or form. The process for this order is shown in the
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.. i18n: window, and the current state of this document can be seen by looking for the
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.. i18n: node whose left edge is colored maroon rather than grey.
110
To view the process for that specific order, click the :guilabel:`Process` button at the
111
top right of the list or form. The process for this order is shown in the
112
window, and the current state of this document can be seen by looking for the
113
node whose left edge is colored maroon rather than grey.
115
.. i18n: .. _fig-procquot:
117
.. i18n: .. figure:: images/process_quotation_flow.png
119
.. i18n: :align: center
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.. i18n: *Example of a process handling a customer order quotation*
126
.. figure:: images/process_quotation_flow.png
130
*Example of a process handling a customer order quotation*
132
.. i18n: This order is in the Quotation state. The whole of some nodes is greyed out
133
.. i18n: because the selected document will never enter into that state, such as
134
.. i18n: invoicing based on deliveries (the order is in an invoicing mode that's based
135
.. i18n: on orders, not deliveries).
138
This order is in the Quotation state. The whole of some nodes is greyed out
139
because the selected document will never enter into that state, such as
140
invoicing based on deliveries (the order is in an invoicing mode that's based
141
on orders, not deliveries).
143
.. i18n: The process is completely dynamic and based on that specific sale order
144
.. i18n: document. You can click each of the process nodes (:guilabel:`Quotation`, :guilabel:`Sale Order`,
145
.. i18n: :guilabel:`Procurement`, :guilabel:`Draft Invoice`, :guilabel:`Outgoing Products`) using one of the
146
.. i18n: links or icons
150
The process is completely dynamic and based on that specific sale order
151
document. You can click each of the process nodes (:guilabel:`Quotation`, :guilabel:`Sale Order`,
152
:guilabel:`Procurement`, :guilabel:`Draft Invoice`, :guilabel:`Outgoing Products`) using one of the
156
.. i18n: * Obtaining the documentation and the corresponding process in the quality manual, using the
157
.. i18n: :guilabel:`Help` (or :guilabel:`Information`) icon,
159
.. i18n: * Opening the corresponding OpenERP document, using the :guilabel:`Open` icon,
161
.. i18n: * Printing the document, using the :guilabel:`Print` icon,
163
.. i18n: * Printing the technical workflow by using the Gears (or :guilabel:`Print Workflow`) icon.
165
.. i18n: * Obtaining the documents that an employee needs to carry out the process by clicking the green
168
.. i18n: * Seeing the menu that OpenERP uses to get the document by hovering over the green arrow icon.
171
* Obtaining the documentation and the corresponding process in the quality manual, using the
172
:guilabel:`Help` (or :guilabel:`Information`) icon,
174
* Opening the corresponding OpenERP document, using the :guilabel:`Open` icon,
176
* Printing the document, using the :guilabel:`Print` icon,
178
* Printing the technical workflow by using the Gears (or :guilabel:`Print Workflow`) icon.
180
* Obtaining the documents that an employee needs to carry out the process by clicking the green
183
* Seeing the menu that OpenERP uses to get the document by hovering over the green arrow icon.
185
.. i18n: Returning to the process diagram, note that you can also get more information
186
.. i18n: about the transitions between nodes by hovering the mouse cursor over a
190
Returning to the process diagram, note that you can also get more information
191
about the transitions between nodes by hovering the mouse cursor over a
194
.. i18n: * A description of the transition,
196
.. i18n: * A list of the roles that can carry out the transition,
198
.. i18n: * The actions available to you from the state.
201
* A description of the transition,
203
* A list of the roles that can carry out the transition,
205
* The actions available to you from the state.
207
.. i18n: .. figure:: images/process_transition_zoom.png
209
.. i18n: :align: center
211
.. i18n: *Detail of a transition in the process*
214
.. figure:: images/process_transition_zoom.png
218
*Detail of a transition in the process*
220
.. i18n: Confirm quotation SO001 by clicking on the icon of a person beside the
221
.. i18n: maroon-colored transition that takes the document from quotation to order.
222
.. i18n: Then click the :guilabel:`Confirm` button. The process automatically moves on to the next
223
.. i18n: state and updates its references to some new delivery reservations that you've
224
.. i18n: just created (see the third tab :guilabel:`History` for a reference to the Packing List
228
Confirm quotation SO001 by clicking on the icon of a person beside the
229
maroon-colored transition that takes the document from quotation to order.
230
Then click the :guilabel:`Confirm` button. The process automatically moves on to the next
231
state and updates its references to some new delivery reservations that you've
232
just created (see the third tab :guilabel:`History` for a reference to the Packing List
235
.. i18n: This dynamic response is extremely useful for learning about the software. It
236
.. i18n: gives you a high-level view of the different actions carried out and their
240
This dynamic response is extremely useful for learning about the software. It
241
gives you a high-level view of the different actions carried out and their
244
.. i18n: .. figure:: images/process_sale_flow.png
246
.. i18n: :align: center
248
.. i18n: *The process after confirming a process into an order*
251
.. figure:: images/process_sale_flow.png
255
*The process after confirming a process into an order*
257
.. i18n: During order processing, the salesperson can quickly:
260
During order processing, the salesperson can quickly:
262
.. i18n: * Print the corresponding delivery note,
264
.. i18n: * Zoom into the invoice to see payment details,
266
.. i18n: * Get examples of the necessary documents (such as quotation types, export documents, and fax
267
.. i18n: to confirm the order with the customer).
270
* Print the corresponding delivery note,
272
* Zoom into the invoice to see payment details,
274
* Get examples of the necessary documents (such as quotation types, export documents, and fax
275
to confirm the order with the customer).
277
.. i18n: Create a draft invoice by starting the next step on your own.
280
Create a draft invoice by starting the next step on your own.
282
.. i18n: It should be clear that this system of user processes gives you great
283
.. i18n: visibility of the company's overall functions. Each process individually
284
.. i18n: reflects the specific situation of the company and its documents.
287
It should be clear that this system of user processes gives you great
288
visibility of the company's overall functions. Each process individually
289
reflects the specific situation of the company and its documents.
292
.. i18n: single: process; new employee
296
single: process; new employee
298
.. i18n: New employee induction
299
.. i18n: -----------------------
302
New employee induction
303
-----------------------
305
.. i18n: Open the employee form for Fabien Pinckaers from the menu
306
.. i18n: :menuselection:`Human Resources --> Employees --> All Employees`.
307
.. i18n: Click the :guilabel:`Process` button to open the detailed
308
.. i18n: process of engagement.
311
Open the employee form for Fabien Pinckaers from the menu
312
:menuselection:`Human Resources --> Employees --> All Employees`.
313
Click the :guilabel:`Process` button to open the detailed
314
process of engagement.
316
.. i18n: .. figure:: images/process_employee_flow.png
318
.. i18n: :align: center
320
.. i18n: *Example of a process engaging a new employee*
323
.. figure:: images/process_employee_flow.png
327
*Example of a process engaging a new employee*
329
.. i18n: You can immediately see things that might interest the HR manager. On a single
330
.. i18n: screen she has all of the documents about the selected employee. She can then
331
.. i18n: zoom into each document to look at employee holidays, associated documents, or
332
.. i18n: the user account in the system.
335
You can immediately see things that might interest the HR manager. On a single
336
screen she has all of the documents about the selected employee. She can then
337
zoom into each document to look at employee holidays, associated documents, or
338
the user account in the system.
340
.. i18n: It's also a great help for day-to-day management. When a new employee is
341
.. i18n: engaged, an HR manager - or anyone else with a suitable role - can complete each
342
.. i18n: node in the corresponding process, such as:
345
It's also a great help for day-to-day management. When a new employee is
346
engaged, an HR manager - or anyone else with a suitable role - can complete each
347
node in the corresponding process, such as:
349
.. i18n: * Entering his address,
351
.. i18n: * Creating his user account in the system,
353
.. i18n: * Sending any mandatory employment documents to the relevant government departments,
355
.. i18n: * Declaring the required insurance documents,
357
.. i18n: * Setting meal preferences, perhaps,
359
.. i18n: * Entering statutory public holidays into the system.
362
* Entering his address,
364
* Creating his user account in the system,
366
* Sending any mandatory employment documents to the relevant government departments,
368
* Declaring the required insurance documents,
370
* Setting meal preferences, perhaps,
372
* Entering statutory public holidays into the system.
374
.. i18n: You can click on each node to open the corresponding form in OpenERP. Some
375
.. i18n: actions aren't owned by OpenERP, such as contacts with government offices and
376
.. i18n: insurance companies. In this case click on the document icon to get the
377
.. i18n: documents to be completed and posted or faxed to the institutions:
380
You can click on each node to open the corresponding form in OpenERP. Some
381
actions aren't owned by OpenERP, such as contacts with government offices and
382
insurance companies. In this case click on the document icon to get the
383
documents to be completed and posted or faxed to the institutions:
385
.. i18n: * Fax for insurance declarations,
387
.. i18n: * Statutary forms for government departments.
390
* Fax for insurance declarations,
392
* Statutary forms for government departments.
394
.. i18n: .. figure:: images/process_document.png
396
.. i18n: :align: center
398
.. i18n: *Example of a process required for the declarations for a new employee*
401
.. figure:: images/process_document.png
405
*Example of a process required for the declarations for a new employee*
407
.. i18n: The system of *Corporate Intelligence* gives you a complete overview of all the
408
.. i18n: company's processes. So if you click on the node to the left it will start the
409
.. i18n: recruitment process of selecting and interviewing new employees if the
410
.. i18n: necessary modules have been installed.
413
The system of *Corporate Intelligence* gives you a complete overview of all the
414
company's processes. So if you click on the node to the left it will start the
415
recruitment process of selecting and interviewing new employees if the
416
necessary modules have been installed.
418
.. i18n: .. Copyright © Open Object Press. All rights reserved.
421
.. Copyright © Open Object Press. All rights reserved.
423
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
424
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
427
.. You may take electronic copy of this publication and distribute it if you don't
428
.. change the content. You can also print a copy to be read by yourself only.
430
.. i18n: .. We have contracts with different publishers in different countries to sell and
431
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
432
.. i18n: .. in bookstores. This helps to distribute and promote the OpenERP product. It
433
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
434
.. i18n: .. rights of these sales.
437
.. We have contracts with different publishers in different countries to sell and
438
.. distribute paper or electronic based versions of this book (translated or not)
439
.. in bookstores. This helps to distribute and promote the OpenERP product. It
440
.. also helps us to create incentives to pay contributors and authors using author
441
.. rights of these sales.
443
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
444
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
445
.. i18n: .. written authorisation for this.
448
.. Due to this, grants to translate, modify or sell this book are strictly
449
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
450
.. written authorisation for this.
452
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
453
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
454
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
455
.. i18n: .. printed in initial capitals.
458
.. Many of the designations used by manufacturers and suppliers to distinguish their
459
.. products are claimed as trademarks. Where those designations appear in this book,
460
.. and Open Object Press was aware of a trademark claim, the designations have been
461
.. printed in initial capitals.
463
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
464
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
465
.. i18n: .. resulting from the use of the information contained herein.
468
.. While every precaution has been taken in the preparation of this book, the publisher
469
.. and the authors assume no responsibility for errors or omissions, or for damages
470
.. resulting from the use of the information contained herein.
472
.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
475
.. Published by Open Object Press, Grand Rosière, Belgium
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i18n/ru/source/book/7/7_18_Process/7_18_Process_integ.rst
