How OpenERP works as SSO ?



What is SSO ?

Single sign-on (SSO) is a session/user authentication process that permits a user to enter single time name and password in order to access multiple applications. The process authenticates the user for all the applications they have been given rights to and eliminates further prompts when they switch applications during a particular session.

What is OpenID ?

OpenID allows you to use an existing account to sign in to multiple websites, without needing to create new password.

With OpenID, your password is only given to your identity provider, and that provider then confirms your identity to the websites you visit. Other than your provider, no website ever sees your password, so you don’t need to worry about an unscrupulous or insecure website compromising your identity.

How it works ?

We will start from creating OpenID for user from given URL:
You will find out so many providers for OpenID but we have to select any of them. For testing purpose we are going to select this :

Create your own OpenID.

Once you provide all information to create, you will get following screen.

Now check your email account which you have given at the time of creating OpenID account. You will get email from OpenID provider. Just click on provided URL in email and following screen will appear.

Now install ‘OpenID’ module into OpenERP.

After installation of this module, you can see new tab ‘OpenID’ into User form. Provide OpenID information in these fields and save it and logout.

After all these processes, we have to restart OpenERP server with following parameters.

--load=web,auth_openid

Now we will check the changes applied into our OpenERP. Just start OpenERP Webclient and find new icons on your login screen.

Click on “OpenID” icon and provide URL for login.

Now it’s going to check authentication of given URL and if user will login first time with OpenID, it will ask for login.

After signing in, it will ask user for some configuration.

Press on Continue button and OpenERP is ready to work with OpenID i.e. SSO with OpenERP

 

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How UOM (Unit of Measure) works in OpenERP ?



OpenERP supports several units of measure. Product can be expressed in several units of measure at once. Make sure that all the units of measure used for a product are in the same units of measure category.

Factor is used to convert from one unit of measure to another as long as they are in the same category.
Sales → Configuration → Products → Unit Of Measure → UoM Categories

Sales → Configuration → Products → Unit Of Measure → Unit of Measure

Here we are taking example of product: Milk.

We have created UoM Category named, ‘Volume’ and three units of measurement: Gram, Litre and Gallon.

As you can see, for Milk product, we configured ‘Litre’ unit as a default measurement unit and also for purchase unit.

Now we are going to sale 500 grams milk from our stock.

By this way, you can manage multiple UOM in OpenERP.

How to configure payment terms in OpenERP ?



I am going to share an interesting topic here related to Payment terms in OpenERP.

Payment term is the way to configure payment option. It makes our things related to payment easy.

Lets start looking at how to configure,

To define new payment terms, use the menu Accounting -> Configuration -> Miscellaneous -> Payment Terms.

There are some options that you have to define to make payment term more generic.
Percent : The line corresponds to a percentage of the total amount, the factor being given in Amount To Pay : The value should be between 0 and 1.
Fixed Amount : This is a fixed amount given by the Value Amount box.
Balance : Indicates the balance remaining after accounting for the other lines.

Number of Days and Day of the Month, are use to calculate delay for each payment.

Once you will define payment term, now it’s time to configure it. Let’s assume that we have to set one payment term for all our customers. There is no value into payment term field in partner form.

Now we are going to set default payment term from the menu Setting -> Configuration -> Parameters -> Configuration Parameters.

Note : In above configuration, we didn’t select any company so in multi company environment, it will configure same value to all customers related to all companies configured.

Now open partner form again and check the value of payment term.

Here its done.

How to configure product in OpenERP ?


While discussing about Sales or Purchase in a business, Product comes into picture always.

Product is playing major role in any type of business. In OpenERP, a product can be anything. It may be selling of product, purchasing of product or providing service to customers. You can easily configure product as per your requirements.

You will find three major fields available into product form as displayed in below screen.

It determine the system’s behaviour when a product is required. The system will generate different documents depending on the configuration of these three fields

Now let’s see in detail for above fields.

(1) Product Type

Stockable Product: You have to maintain stock of particular product. You can’t do any further operation until you have sufficient stock.

Consumable: When you are configuring this type to product, you don’t have to worry to maintain stock for your product.

Service: This type of product will configure at time when your company is providing any type of services to your customers.

(2) Procurement Method

Make to Stock: your customers are supplied from available stock. If the quantities in stock are too low to fulfil the order, a Purchase Order (according the minimum stock rules) will be generated in order to get the products required.

Make to Order: when a customer order is confirmed, you procure or manufacture the products for this order. A customer order ‘Make to Order’ will not modify stock in the medium term because you restock with the exact amount that was ordered.

(3) Supply Method

OpenERP supports two types of supply methods:

Produce: It will define when you will producing product with/without help of other products or services with help of your resources.

Buy: It will define when you are buying product from your suppliers.

Now see how above combination work with product and make it work for real time.

Consequences of Procurement Methods Make to Stock (MTS) and Make To Order (MTO)

Procurement Method    Produce                       Buy
MTS                             Wait for availability         Wait for availability
MTO                             Production Order            Purchase Order

Consequences of Procurement Methods when using Services

Procurement Method    Produce                       Buy
MTS                              –                                   –
MTO                             Create task                   Subcontract

How to load different languages into OpenERP ?


As we all know that OpenERP is a multilingual ERP system.

We can add as many languages as we want. Each user may work with an interface in his own language.

This section explains how to load another language. Lets take an example of displaying into French language.

Just start your OpenERP, open your favourite browser and login into webclient.

Click on Setting Menu and as displayed in below image, you will find ‘Load an official translation’ from ‘Translations’ menu.

After clicking, a wizard will open which will allow us to select any language.

Load Language in OpenERP

Press the “Load” button and a process will be there. After completion of process below screen be displayed on your screen.

Here, your language has been loaded now. You have to select your language from “Preferences” from top.

OpenERP Preferences

Once you select your loaded language from the list, just save this form and you will find OpenERP environment in your language.

Its pretty simple…

OpenERP LDAP Synchronization


Let me share another important feature of OpenERP.

We have implemented OpenERP LDAP synchronization.

Its very interesting to make this process in working.

Here I have given a sample video which will show a small demo of creating employee from OpenERP HR and it will automatically added into LDAP.

This demo shows only “Local LDAP” implementation.

But we can include many features which will affects OpenERP as well as LDAP side, like :

– Create users from any of the side, and it will be created other side.
– Modification on any user/record, it will affect on other side.
– Deletion has also having the same functionality which works both the side
.

Feel free to ask for any questions if you have.