TH02 Cai Dat School Management Len OpenERP

Ci t School Management ln OpenERP

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KHOA KHOA HC V CNG NGH MN: H THNG THNG TIN DOANH NGHIP V THNG MI IN T

BI THU HOCH NHM TH2

CI T SCHOOL MANAGEMENT LN OPENERP

Nhm thc hinPhm Duy Nguyn - 070200 L c Huy - 070302 Phm Vn Hon H Bo Ngc - 070729 Phm Minh Hun Quch Kin Li


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MC LC BI THU HOCH1/ Gii thiu h thng OpenERP......................................................................................................6 PH LC:


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1/ Gii thiu h thng OpenERP: OpenERP l mt chng trnh m ngun m v hon ton min ph, c xy dng bng ngn ng Python. OpenERP bao gm: h thng ERP (Enterprise Resource Planning) v CRM (Customer Relationship Managemen), vi kh nng m rng mnh m v mt cng ng ngi dng dng o vi hn 500 modules ty bin.

Hinh 1 - Thng k tn s cc t xut hin trong bi vit v OpenERP (http://en.wikipedia.org/wiki/OpenERP)


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2/ Gii thiu s lc v School Management:2.1/ Mc ch: Gip nhanh chng pht trin ra mt ng dng qun l hc v hon chnh mt cch d dng da trn m ngun m. Ngi dng c th ty bin cc i tng, cc View d dng, tin li. H tr cc nghip v: qun l ging vin, sinh vin, lp hc, lu tr ti liu, sp xp lch lch dy, bo co v kha hc, thng tin sinh vin, tin tc nh trng

2.2/ Nhng module cn thit cho School Management:

Hinh 2 Cu trc module cn thit ca School Management


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3/ Ci t School Management ln OpenERP:3.1/ To Database: M chng trnh OpenERP v to database training User/pass: admin/1 User/pass: demo/demo Profile: Minimal Profile User information: Skip View mode: Extended interface Create new user -> skip

3.2/ Ci t module base_contact: Vo Administration -> modules management -> modules -> uninstaled modules Nhp i vo uninstaller modules Tm v chn module base_contact ci t : Nhp i vo module base_contact. Chn nt Schedule for installation Chn Apply Scheduled Upgrades Chn Start Upgrade Sau khi upgrade xong th chn Close.

3.3/ To menu School Management thuc menu Contacts:To menu mi: Tr li tab menu, chn menu Contacts Chn menu Form\Switch to list/form Chn New button to menu mi trng textbox Complete Name Ti textbox Menu g: School Management Sequence:10 Action: ir.action.act_window Chn Save button

3.4/ To menu Configuration thuc menu School Management:To menu mi (tng t B3) Chn New button to menu mi Ti textbox Menu: Configuration


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Ti textbox Parent Menu: g nt Tab v chn School Management. Sequence:10 Action: ir.action.act_window Chn Save button Kt qu sau khi Save, ta s thy ti textbox Name s c tn l School Management/Configuration

3.5/ Customize menu Contacts: Thm cc trng is_teacher, is_student trong contact: Thot khi OpenERP v m webClient, chn database va to v login vo h thng bng usename v pass dnh cho admin M Patner/Contacts v chnh sa giao din xml Nhp p chut ti mt bn ghi bt k m Contacts form Nhp chut ti [CUSTOMIZE] v chn MANAGE VIEWS ( gc di pha tri mn hnh) Chn res.partner.contact.form Chn Edit Thm trng mi c name:x_student, Object ID: res.partner.contact, Field Label l Is a student, Field_type: boolean v chn Save (Lu : Cc trng thm vo s c tn bt u bng x_). Chn Update Tng t thm trng x_teacher. By gi, bn c th chnh sa bn ghi c c kiu l gio vin v Save, hoc thm mt sinh vin hoc gio vin mi.

3.6/ To thm cc contact mi Students v Teachers trong menu School Mangement: Vo menu chnh chn Contacts v chn nt Switch Chn nt Duplicate To menu Students, sau chn Save&Edit To new form cho Students v Save To menu Teachers tng t nh Students

3.7/ To i tng x_training_class qun l cc class Vo menu Administration/Customization/Database Structure/Objects Chn New To i tng x_training_class


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Chn Save Thm cc trng x_name, x_capacity, x_beamer trong i tng x_training_class To menu Classes thuc menu School Management/Configuration (Tng t B3) vi Object chn x_training_class

Tng t bc 3.7 trn, ta thc hin:

3.8/ To i tng x_training_course vi cc trng x_name, x_teacher_id, x_note, x_code qun l cc course. 3.9/ To i tng x_training_session vi cc trng x_name, x_date_from, x_date_to, x_class_id, x_course_id, x_ qun l cc session. 3.10/ To view cho i tng x_training_course: Chn [CUSTOMIZE] v chn MANAGE VIEWS -> New View Name: x_training_course.custom_538 View Type: Form Priority: 16 Chn Save Chn Edit v thm cc trng mi.


3.11/ To view cho i tng x_training_session. 3.12/ To view dng lch cho i tng x_training_session: Chn [CUSTOMIZE] -> MANAGE VIEWS, sau to view mi To Calendar view v Save Chn view mi v Edit Update -> Close

3.13/ To menu Planning of session thuc menu Session:


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Chn [CUSTOMIZE] -> MANAGE VIEWS, sau to view mi Edit view va to Chnh sa Action in thng tin cho View mode: calendar.tree.form Save

3.14/ By gi, vo planning of session s c giao din dng lch.- Bn c th ko th chnh sa lch v ty bin s dung ti y.

3.15/ Thng k s s lp: To menu Capapicity per class thuc menu School Management -> Save&Edit Chnh sa Action vi View Mode: tree.graph.form Vo menu Capapicity per class to view mi dng th Chn menu Capapicity per class -> switch Chn [CUSTOMISE] -> MANAGE VIEWS, Chn New to view mi c View Type l Graph Chn Edit v thm trng x_capacity xem thng k s s lp di dng th chn [CUSTOMISE]-> MANAGE VIEWS, chn kiu view va to thay i cch hin th th, chn edit v thay i thuc tnh cho th vi type: bar


3.16/ Ci t module document. 3.17/ To directory chia s ti liu lin quan n mn hc : Vo menu Document Management -> chn Directoriess Structure Chn My Folder -> Switch thm directory mi To directory Training Materials lu tr ti liu ca Courses To diectory th 2 tn Teachers

3.18/ nh km ti liu Connect Server


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Thc hin ko th ti liu t my tnh ca bn vo ging vin lin quan n ti liu Khi xem li thng tin ging vin th s thy ti liu mi c thm vo phn Attachments

3.19/ Ci t module Sale. 3.20/ Cu hnh li Database:- Chn continue thit lp tin nhn thng bo ti cc ti khon qu hn thanh ton

3.21/ Qun l dng s kin Sale Orders: Vo [CUSTOMISE] -> MANAGE WORKFLOWS Chn workflows sale.order.basic view v ty chnh

3.22/ Pht trin kh nng s dng

Lu : c hng dn chi tit hn vi hnh nh minh ha, xin xem thm phn ph lc cui bi thu hoch. Xin cm n.

4/ Tr li cu hi:4.1/ Tm video hng dn ci t School Management u? Bn c th xem trc tip ti : http://www.openerp.tv/display.php?rnd=NDk= Hoc dng link sau download v my: http://www.openerp.tv/images/screencast/openobject.swf


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4.2/ School Management gii quyt nhng bi ton nghip v no? Xem phn 1.1

4.3/ School Management cn phi ci t thm nhng modules no? Module base_contact (Yu cu module base v process phi c ci t trc. OpenERP s t ng ci thm nhng module c yu cu mt cch t ng). Module document. Module sale (Yu cu ci t cc module lin quan: module MRP, Product, Stock).

4.4/ ngha chc nng ca cc module c s dng? Module base_contact: Module ny cho php qun l ton b contacts. Cho php nh ngha cc contacts khng lin quan partner, contacts lm vic ti vi a ch (ch c th dng cho cc partners khc) v cc contacts vi cc function thch hp khc cho mi a ch cng vic ca n. Khi ci t base_contact, chng trnh s t ng to cc menu khc: Partners\Contacts Partners\Functions Module base: l module c bn nht, lun c ci t sn cho bt k database no, h tr ci t cc module khc. Module process: module h tr qun l cc tin trnh cho dng Module document: qun l document, bao gm: Giao din upload FTP. Index cc document. Kim tra user login. Module sale:


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Module ny h tr qun l cc yu cu trch dn (quotations) v yu cu t hng (i vi School Management l vic ng k mn hc). Cc workflow vi cc bc i hi xc thc. To ra cc bin nhn (invoice) khc nhau (khi t hng, giao hng). Hnh thc giao hng (ngay lp tc hoc hn ngy khc). Gi c v lu kho hng ha. Nhng tinh chnh ring cho tng loi partners.

4.5/ Nhng lp i tng no c to ra trong qu trnh ci t?C 5 lp i tng c to ra trong hng dn trn: Lp Teacher: c tha k t lp res.contact. Lp Student: c tha k t lp res.contact Lp Class: bao gm x_name: Tn phng hc. x_capacity: Sc cha ti a ca phng hc . x_beamer: C h tr my chiu hay khng? Lp Session: bao gm x_name: Tn session. x_date_from: Ngy bt u. x_date_to: Ngy kt thc. x_classID: M lp hc. x_courseID: M kha hc. Lp Course: bao gm x_name: Tn kha hc. x_teacherID: M ging vin. x_note: M t kha hc. x_code: M kha hc.

4.6/ Cc lp trn c cha bng no trong c s d liu (CSDL)?Cc lp trn c cha trong 4 bng: x_training_class x_training_sesion x_training_course res_partner_contact


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4.7/ Vn lu tr trong CSDL?Khi to cc thuc tnh mi cho i tng, th tt c cac thng tin ca thuc tnh u c lu li trong CSDL.

4.8/ Chc nng d tnh m rng trong tng lai? Chc nng qun l im i vi tng mn hc, tng sinh vin c th. Chc nng qun l phng hc, c bit l chc nng sp xp lch dy cho gio vin. B sung thm mt s thuc tnh cho cc i tng hin ti.


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PH LC: HNG DN CI T SCHOOL MANAGEMENT LN OPENERP VI HNH MINH HAB1. To Database: Vd: To database c tn training User/pass: admin/1 User/pass: demo/demo Profile: Minimal Profile User information: Skip View mode: Extended interface Create new user -> skip B1. Ci t module base_contact: Vo Administration -> modules management -> modules -> uninstaled modules


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Nhp i vo uninstaller modules Tm v chn module base_contact ci t : Nhp i vo module base_contact.

Chn nt Schedule for installation Chn Apply Scheduled Upgrades


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Chn Start Upgrade


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Sau khi upgrade xong th chn Close.

B1. To menu School Management thuc menu Contacts: To menu mi: Tr li tab menu, chn menu Contacts

Chn menu Form\Switch to list/form

Chn New button to menu mi


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trng textbox Complete Name Ti textbox Menu g: School Management Sequence:10 Action: ir.action.act_window

Chn Save button B1. To menu Configuration thuc menu School Management: To menu mi (tng t B3) Chn New button to menu mi Ti textbox Menu: Configuration Ti textbox Parent Menu: g nt Tab v chn School Management. Sequence:10 Action: ir.action.act_window


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Chn Save button Kt qu sau khi Save, ta s thy ti textbox Name s c tn l School Management/Configuration B1. Customize menu Contacts: Thm cc trng is_teacher, is_student trong contact: Thot khi OpenERP v m webClient, chn database va to v login vo h thng bng usename v pass dnh cho admin


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M Patner/Contacts v chnh sa giao din xml

Nhp p chut ti mt bn ghi bt k m Contacts form

Nhp chut ti [CUSTOMIZE] v chn MANAGE VIEWS ( gc di pha tri mn hnh)


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Chn res.partner.contact.form

Chn Edit Click vo u + thm trng x_student sau trng first_name, chn new field


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Thm trng x_student v Save.

Chn Update

Tng t thm trng x_teacher. By gi, bn c th chnh sa bn ghi c c kiu l gio vin v chn Save.

Hoc thm mt sinh vin hoc gio vin mi.


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B1. To contact Students v Teachers trong menu School Mangement: Vo menu chnh chn Contacts v chn nt Switch

Chn nt Duplicate

To menu Students, sau chn Save&Edit


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To new form cho Students v Save


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To menu Teachers tng t nh Students

B1. To i tng x_training_class qun l cc class Vo menu Administration/Customization/Database Structure/Objects

Chn New


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To i tng x_training_class chn to cc trng

Save sau chn

Chn Save Thm cc trng x_name, x_capacity, x_beamer trong i tng x_training_class


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Chn Create a menu to menu Classes thuc menu School Management/Configuration (Tng t B3) vi Object l x_training_class


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B1. To i tng x_training_course vi cc trng x_name, x_teacher_id, x_note, x_code qun l cc course (Tng t B7).


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Chn Create a menu to menu course thuc i tng x_trainning_course


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B2. To i tng x_training_session vi cc trng x_name, x_date_from, x_date_to, x_class_id, x_course_id, x_ qun l cc session (Tng t B7)


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Chn Create a menu to menu session thuc i tng x_training_session

B3. To view cho i tng x_training_course: Chn [CUSTOMIZE] v chn MANAGE VIEWS -> New


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View Name: x_training_course.custom_538 View Type: Form Priority: 16

Chn Save Chn Edit v thm cc trng mi.

t tiu cho view v cn Update


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Thm cc trng mi:


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B1. To view cho i tng x_training_session (tng t B10) Chn sesion v chn New m form view

Chn [CUSTOMISE] -> MANAGE VIEWS to view mi


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To view x_training_session.custom_821 v Save

Chn edit chnh sa view mi to

Thm cc trng mi


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To separator session information v Update


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Tng t to cc trng x_course_id, x_date_to v separator subscribed student v x_

B1. To view dng lch cho i tng x_training_session: Chn [CUSTOMIZE] -> MANAGE VIEWS, sau to view mi

To Calendar view v Save

Chn view mi v Edit


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Update -> Close

B1. To menu Planning of session thuc menu Session: Duplicate session

To view mi v chn Save&Edit


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Chnh sa Action

in thng tin cho View mode: calendar.tree.form

Save


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B1. By gi, vo planning of session s c giao din dng lch. Bn c th ko th chnh sa lch v ty bin s dng ti y


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B2. Thng k s s lp: To menu Capapicity per class thuc menu School Management -> Save&Edit


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Chnh sa Action vi View Mode: tree.graph.form

Vo menu Capapicity per class to view mi dng th Chn menu Capapicity per class -> switch


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Chn [CUSTOMISE] -> MANAGE VIEWS, Chn New to view mi c View Type l Graph

Chn Edit v thm trng x_capacity


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xem thng k s s lp di dng th chn [CUSTOMISE]-> MANAGE VIEWS, chn kiu view va to


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thay i cch hin th th, chn edit v thay i thuc tnh cho th vi type: bar


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th view dng bar

B1. Ci t module document (Tng t B2)


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B2. To directory chia s ti liu lin quan n mn hc : Vo menu Document Management -> chn Directoriess Structure

Chn My Folder -> Switch thm directory mi

To directory Training Materials lu tr ti liu ca Courses


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To diectory th 2 tn Teachers

B1. nh km ti liu Connect Server


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Thc hin ko th ti liu t my tnh ca bn vo ging vin lin quan n ti liu


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Khi xem li thng tin ging vin th s thy ti liu mi c thm vo phn Attachments

B1. Ci t module sale (Tng t B2) B2. Cu hnh li Database

Chn continue thit lp tin nhn thng bo i vi cc ti khon qu hn thanh ton


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B1. Qun l dng s kin Sale Orders:

Vo [CUSTOMISE] -> MANAGE WORKFLOWS


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Chn workflows sale.order.basic view v ty chnh

Router to t ng course khi sale order b qua bc ny


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Sau chn

v

lu v thm trng mi ->

Lu trng mi sau lu server action


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Close


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Chn new to sale order mi

Save-> Close


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V menu Courses, ta thy mt course mi c quan h vi sale order


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B1. Pht trin kh nng s dng : Sau khi sale order c xc nn th s m ra danh sch kha hc: Click i vo wait_ship

Ci t School Management ln OpenERP Edit wait_ship

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in thng s -> Save -> Close


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Duplicate sale order

Chn Confirm, n s to ra mt course v m danh sch tt c cc course


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Kt thc.

Documents

TH02 Cai Dat School Management Len OpenERP