3
.. i18n: single: virtual; file
14
.. i18n: The most well-organized companies keep track of all the documents they've sent to customers in their
15
.. i18n: document management system. It's very useful to be able to retrieve every document about a customer
16
.. i18n: or a project. But the work of storing these documents can itself often take up quite a bit of time
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.. i18n: for staff. Each report must be saved in the document management system as well as simply being sent
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.. i18n: by email to the customer.
20
The most well-organized companies keep track of all the documents they've sent to customers in their
21
document management system. It's very useful to be able to retrieve every document about a customer
22
or a project. But the work of storing these documents can itself often take up quite a bit of time
23
for staff. Each report must be saved in the document management system as well as simply being sent
24
by email to the customer.
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.. i18n: That's not the case in Open ERP. To automatically make Open ERP reports available in the FTP server,
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.. i18n: Open ERP automatically uses *virtual files*. You can put virtual files into directories
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.. i18n: that have the special type of *linked resource* and link the virtual files to Open ERP's reports.
30
That's not the case in Open ERP. To automatically make Open ERP reports available in the FTP server,
31
Open ERP automatically uses *virtual files*. You can put virtual files into directories
32
that have the special type of *linked resource* and link the virtual files to Open ERP's reports.
34
.. i18n: .. note:: Virtual Files
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.. i18n: Virtual files don't actually exist in Open ERP but are made visible with a size of 0 in the FTP
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.. i18n: Once these files have been read by the client software, Open ERP prints the document related to
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.. i18n: this file and
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.. i18n: returns a PDF document linked to the resource.
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.. i18n: When you copy or open a virtual file you print the selected resource.
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.. i18n: You don't then have to go and print a document through Open ERP –
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.. i18n: you just open the file containing that document in the document management system.
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.. i18n: The PDF file is then created in real time by Open ERP by reading the relevant data.
47
.. note:: Virtual Files
49
Virtual files don't actually exist in Open ERP but are made visible with a size of 0 in the FTP
51
Once these files have been read by the client software, Open ERP prints the document related to
53
returns a PDF document linked to the resource.
55
When you copy or open a virtual file you print the selected resource.
56
You don't then have to go and print a document through Open ERP –
57
you just open the file containing that document in the document management system.
58
The PDF file is then created in real time by Open ERP by reading the relevant data.
60
.. i18n: The screen :ref:`fig-docvirt` shows the parameters of the virtual files in Orders. You define the virtual files
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.. i18n: using the name ORDERNUM_print.pdf, where ORDERNUM represents the reference to the order. To do
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.. i18n: this you must complete the section :guilabel:`Descriptive Contents` of the file for a directory.
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.. i18n: You can then find a virtual file for each report associated with an order.
65
The screen :ref:`fig-docvirt` shows the parameters of the virtual files in Orders. You define the virtual files
66
using the name ORDERNUM_print.pdf, where ORDERNUM represents the reference to the order. To do
67
this you must complete the section :guilabel:`Descriptive Contents` of the file for a directory.
68
You can then find a virtual file for each report associated with an order.
70
.. i18n: .. _fig-docvirt:
72
.. i18n: .. figure:: images/document_virtual_form.png
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.. i18n: :align: center
76
.. i18n: *Virtual files for Sales Orders in Open ERP*
80
.. figure:: images/document_virtual_form.png
84
*Virtual files for Sales Orders in Open ERP*
86
.. i18n: To see the effect of this configuration, connect to the FTP server and go into a directory for an
87
.. i18n: order such as :menuselection:`Main Repository --> Sales Orders --> All Sales Orders --> SO003`. You
88
.. i18n: can then just double-click the file :guilabel:`SO003_print.pdf` to get a printout of Order SO003.
89
.. i18n: You can attach it to an email or put it on your desktop.
91
To see the effect of this configuration, connect to the FTP server and go into a directory for an
92
order such as :menuselection:`Main Repository --> Sales Orders --> All Sales Orders --> SO003`. You
93
can then just double-click the file :guilabel:`SO003_print.pdf` to get a printout of Order SO003.
94
You can attach it to an email or put it on your desktop.
96
.. i18n: .. figure:: images/document_virtual_ftp.png
98
.. i18n: :align: center
100
.. i18n: *Virtual files for Sales Orders through FTP*
102
.. figure:: images/document_virtual_ftp.png
106
*Virtual files for Sales Orders through FTP*
108
.. i18n: This system of virtual files is very useful in a lot of situations. For example if you must quickly
109
.. i18n: re-send a quotation to a customer you don't have to open Open ERP, you can just attach the relevant
110
.. i18n: virtual file to your email.
112
This system of virtual files is very useful in a lot of situations. For example if you must quickly
113
re-send a quotation to a customer you don't have to open Open ERP, you can just attach the relevant
114
virtual file to your email.
116
.. i18n: Importantly, once files have been read or copied they become real files, taking up real space, rather than
117
.. i18n: just virtual. This means that you can keep a legal record of all documents that have been created and sent
118
.. i18n: to customers and suppliers.
120
Importantly, once files have been read or copied they become real files, taking up real space, rather than
121
just virtual. This means that you can keep a legal record of all documents that have been created and sent
122
to customers and suppliers.
124
.. i18n: .. Copyright © Open Object Press. All rights reserved.
126
.. Copyright © Open Object Press. All rights reserved.
128
.. i18n: .. You may take electronic copy of this publication and distribute it if you don't
129
.. i18n: .. change the content. You can also print a copy to be read by yourself only.
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.. You may take electronic copy of this publication and distribute it if you don't
132
.. change the content. You can also print a copy to be read by yourself only.
134
.. i18n: .. We have contracts with different publishers in different countries to sell and
135
.. i18n: .. distribute paper or electronic based versions of this book (translated or not)
136
.. i18n: .. in bookstores. This helps to distribute and promote the Open ERP product. It
137
.. i18n: .. also helps us to create incentives to pay contributors and authors using author
138
.. i18n: .. rights of these sales.
140
.. We have contracts with different publishers in different countries to sell and
141
.. distribute paper or electronic based versions of this book (translated or not)
142
.. in bookstores. This helps to distribute and promote the Open ERP product. It
143
.. also helps us to create incentives to pay contributors and authors using author
144
.. rights of these sales.
146
.. i18n: .. Due to this, grants to translate, modify or sell this book are strictly
147
.. i18n: .. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
148
.. i18n: .. written authorisation for this.
150
.. Due to this, grants to translate, modify or sell this book are strictly
151
.. forbidden, unless Tiny SPRL (representing Open Object Press) gives you a
152
.. written authorisation for this.
154
.. i18n: .. Many of the designations used by manufacturers and suppliers to distinguish their
155
.. i18n: .. products are claimed as trademarks. Where those designations appear in this book,
156
.. i18n: .. and Open Object Press was aware of a trademark claim, the designations have been
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.. i18n: .. printed in initial capitals.
159
.. Many of the designations used by manufacturers and suppliers to distinguish their
160
.. products are claimed as trademarks. Where those designations appear in this book,
161
.. and Open Object Press was aware of a trademark claim, the designations have been
162
.. printed in initial capitals.
164
.. i18n: .. While every precaution has been taken in the preparation of this book, the publisher
165
.. i18n: .. and the authors assume no responsibility for errors or omissions, or for damages
166
.. i18n: .. resulting from the use of the information contained herein.
168
.. While every precaution has been taken in the preparation of this book, the publisher
169
.. and the authors assume no responsibility for errors or omissions, or for damages
170
.. resulting from the use of the information contained herein.
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.. i18n: .. Published by Open Object Press, Grand Rosière, Belgium
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.. Published by Open Object Press, Grand Rosière, Belgium