1. Open ERP Version 7
Functional & Technical
Overview

2. Improvement
• Remove the complexity.
• Inherent to any full featured ERP.
• To reduce implementation time and lower
costs, lower learning curves for new users, and
make ERP accessible to every company.
• Ease of use, Quick to deploy, Highly
customizable

3. Improvement-Cont...
• Integration of social network capabilities,
email aliases for each object, integration with
Google Docs and LinkedIn

4. Button & Breadcrumbs
The buttons in red highlight what is the next logical step,
making the navigation from one screen to another more
intuitive.
Finally, the breadcrumbs make it possible to easily go back
to the previous pages. This one is an exciting feature, since
you can actually choose on which form you want to return.
It’s similar to the function of a “Back” button, only better,
since you have the possibility to return to the first or second
or whichever page you want

5. No more confusion between “Stage” and
“State”
"OpenERP 6.1 made the difference between two concepts:
the stage was indicating where the user was standing in the
process with a given object, whereas the state was
showing if the object was new, open, pending or closed.
The two concepts did overlap and created some confusion
for certain users."

6. Stage & State Cont..
Version 7.0 simplified this and only kept the
stages. For example, in Opportunities you can
now pick between different stages: New,
Qualification, Proposition, Negotiation, Won or
Lost.
This will help understand and visualize better
the status of your opportunities and decide
what to tackle first, since there are no extra
buttons or unnecessary tabs.

7. Change in Views,Search & Menu
Views appear now like real documents

8. Search more easily, with many advanced
options

9. Default Menu Items visibility
“Need Action” indicators

10. Centralized configuration for all modules

11. Smarter System feedback

12. The Conversion feature
1.Facilitates conversations with internal users or external
ones (customers, suppliers,...), joining the power of
instant messaging with standard emails ;
2.Organize groups of discussions, an alternative to
traditional mailing lists ;
3.Extends the breadth of these conversations to
incorporate discussions around and about business
documents ;
4.Incorporates a subscription system to any business
event, generating notifications ;
5.Displays all the messages and notifications in a threaded
manner on the user’s unified feeds page.

14. Groups

15. POS

16. Enter initial cash drawer content and
start selling

17. POS Touch-Screen
The enhanced
touchscreen facilities
(slider) together with the
laptop mode (keyboard
shortcuts) and our new
design are responsible
for significantly
increased productivity of
the cashier.

18. Parallel Session in POS
Through a single click you can start a parallel session
whilst keeping your previous session available. The
concurrent sessions are indicated by additional buttons in
the status bar

19. Self Checkout Interfaces-For Customer

20. Better Contacts Management
We kept the same features, merged the two menu items (contacts and companies) and
kept the same functionalities. As a result, now when you want to add any contact details,
you can specify if it's a company or an individual by using a checkbox.
Every business document has been simplified with this change as you no longer have
two fields on each document (Partner & Address) but just one field: the contact, which
can be a person working at a company or directly a company.

21. LinkedIn integration

22. Warehouse Module Independence
You might have noticed, while installing
Purchase or Sales module in V6.1, System
installs Warehouse Module automatically.
In V7, dependency of warehouse module
with Purchase or Sales Module has been
removed

23. Contact Info. In Partner Master

24. CSV– in One2Many format Import

25. CSV Import Options

26. Short Cut Keys
Shortcut keys available to create/ Process record with
faster rate
− Alter +Shift + C → Create New Record
− Alter +Shift + E → Edit Record
− Alter +Shift + S → Save Record
− Alter +Shift + D → Discard Record

27. Alerts and Warning Setup

28. Warning/ Alerts Configuration

29. Effects of Warning

30. Lead Creation form Email

31. Email Configuration

32. No More Withes to Warehouse

33. Additional Invoicing Options
Invoice The Whole Sales Order
Percentage
Fixed Price
Some Order Line

34. POS- Opening with Closing Bal.

35. Addon Features POS

36. Virtual keyboard: POS
• Virtual Keyboard is only available for Searching material on main screen at POS.

37. Some Issues !!!
• If two items are selected alternate manner, then system creates a separate line on
Order panel

38. Many2Many Field
v7-OpenERP uses two types of widgets
− many2many _tags : Takes Lesser Space but
user will need to click each time on drop down
field and select the tag to be linked (one at a
time)
− many2many_kanban : Its a regular m2m field
where multiple categories can be linked at a
time

39. General Observation
Contacts created through Supplier form has Address
Type “Default”. However the Created Contacts are listed
as a Customer and not a supplier.
If user creates SO with a Service Product then even after
paying customer Invoice completely, state of SO is not
reached to Done.

40. Technical Overview
1. Better module descriptions.
2. Combined “res.partner” and “res.partner.address” tables.
3. Changes in web_graph module to add functionality in
Dashboard.
4. Use of PHP code.

41. Better module descriptions

42. Better Module Description

43. Partner Address Table
• RES PARTNER ADDRESS TABLE IN VERSION 7.0
• class res_partner_address(osv.osv):
• _table = "res_partner”
• _name = 'res.partner.address'
• _order = 'type, name'
• _columns = {
• 'parent_id': fields.many2one('res.partner', 'Company', ondelete='set null',
select=True), 'partner_id': fields.many2one('res.partner', 'Partner Name',
ondelete='set null', select=True, help="Keep empty for a private address, not
related to partner."),
• 'type': fields.selection( [ ('default','Default'),('invoice','Invoice'),
('delivery','Delivery'), ('contact','Contact'), ('other','Other') ],'Address Type',
help="Used to select automatically the right address according to the context in
sales and purchases documents."),
• 'function': fields.char('Function', size=128),
•
•

44. • Dashboard View For 7.0

45. Dashboard View for 6.1

46. Dashboard Features
• 5 New modes: bar charts (stacked or not), pie charts,
areas (stacked or not), lines, radar charts.
• New menu to dynamically update graphs (change mode,
switch to grid, configure legend).
• Configurable Legends.
• Switch to grid mode and download data as CSV.
• Export to a PNG image.
• Clean drawing and adapt to the window size.

47. Web Graph Module js files in 6.1

48. Web Graph Module for 6.1

49. Web Graph Module js files 7.0

50. Use of PHP Code

51. Installation
Docutils package need to install (used in modules
description html)
Install gdata_python_client (used in google doc
integration)
No any change if you want to install it as service.

52. Short info about Modules
User Form:
Link to partner form by inherit functionality similar to
product and product template class
Auto create fields about group part by .py
Web_livechat module
Under development

53. Short info about Modules-Cont...
Mail
• mail_alias:A Mail Alias is a mapping of
an email address with a given
OpenERP Document model.
• mail_followers:mail_followers holds the
data related to the follow mechanism
inside OpenERP.

54. Short info about Modules-cont....
 account_analytic_account:
Use as contract form as well.
POS:
pos.session class created to handel session

55. Optional Setting
res.config.settings class inherited to all memory
wizards and execute button used to install/unistall
module runtime or manage group

56. Import/Export
Bug fixed about import/export also handle
one2many field import functionality. so changes in
orm.py file

57. linkedin and google doc.
web_linkedin module used for linkedin integration,
use of javascript in authentication
google doc integration is by gmail login access and
gdata package with client key. also get specific doc
from gmail.

58. XML Changes
Remove <field name="type">form</field> tag which
was after name=model tag in in view.
Use of html tags as well like
<header>,<sheet>,<h1> in sale file. also we can take
different html tags like <br>,<p>,... you can write
outside tag. placeholder attribute to show default
help in field.
So total xml file you can design like html tags but it
will hide label of field.
<field name="help" type="html"> help tag with type
attribute used to show help in html view.

59. XML Changes-Cont...
Use of class attribute in tag to use css class.
Two button tags are used for same functionality. this
change is to highlight button by using class attribute.
Use of widget attribute to show different look. like for
many2many fields widgets
Like many2many_ tag and for many2many_kanban
You can check different widget defined in new version in
viewform.js file in web module

60. Thank You