OpenERP integration with BluePay

Recently we have made integration with OpenERP with for payment services. Now we have integrated OpenERP with another Payment services, BluePay. We can have more information from With help of this module, it is very easy to process with credit card from OpenERP interface.

First of all we have to create account on BluePay and get required information and use those information to connect with BluePay from OpenERP. We have tested each transaction in TEST mode.

OpenERP BluePay Configuration
OpenERP BluePay Configuration

It requires credit card information to make transactions. We are storing required details into Customer form. We are using AES algorithm for securing credit card number into database.

OpenERP Customer Form
OpenERP Customer Form

Sometimes it is require to know that customer has enough balance in his credit card or not. We are giving facility that user will enter amount that he has to check for particular customer and get relevant message.

Check Credit Card Balance
Check Credit Card Balance

As we are storing credit card number in a secure way in database so it is not allow to change credit card number directly.

Check Credit Card Number
Check Credit Card Number

We have improved GUI of voucher for sending payment request to BluePay. It allows to send request only one time if it will succeed. And also stroing transaction related information into voucher for future purpose. It will cancel payment request with BluePay if we are going to cancel voucher.

OpenERP Account Voucher
OpenERP Account Voucher
Voucher Process Completed
Voucher Process Completed

Sometimes it is require that customer wants to pay amount in installment. We are allowing to create recurring payment request with BluePay.

Recurrent Process
Recurrent Process

We are keeping track of messages for each and every transactions occur during recurring payment.

Recurrent Messages
Recurrent Messages

User can change any parameter during recurring payment process execution. And can cancel it also.

Update Recurrent Payment
Update Recurrent Payment

We are tracking details of each and every transactions with BluePay.

Transaction History
Transaction History

User can print transaction details on PDF report by entering date range and proper parameter selection.

Print BluePay Transaction
Print BluePay Transaction

How to change currency globally in OpenERP 7.0

Here we are discussing about a common currency problem which we are facing many times.

We are installing OpenERP, creating database and install modules as per your requirement. During this process we have to select currency which will be used in all our database calculations but let say if we forgot to select right one then it may affects in our daily calculations. By default, OpenERP configure ‘EUR’ currency for database and your company has different currency at that time this solution will work.


Let’s check into our database what is by default stored in OpenERP table.


Currency ID is stored in Pricelist Table.


In case if we want to change currency, we have to open company form and change it.



Once we save above form, we can execute query on pricelist table and we can see that there is no change.

We have developed a module to overcome from this problem.


After installing module, we can see there is an option into company form to change currency globally.


There are 2 values in option field: (1) Selected Company (2) All Companies


After executing this process, we can check that changes have been affected in our database also.


With the help of this solution, we can update currency in our database.

Download Link:

How to work with real-time Stock valuation in OpenERP ?

In OpenERP, stock management is completely integrated with the accounts, to give strong coherence between the two systems. The double-entry structure of locations enables a very precise correspondence between stocks and accounts.

Each stock movement also generates a corresponding accounting entry in an accounting journal to ensure that the two systems can stay in permanent synchronization.

How to Configure Accounting Valuation?

We are taking an example of one product as shown in below screen with different sale price and cost price.

Now go to the Accounting tab and select the Real Time (automated) option for Inventory Valuation,

You have to define Stock Input Account, Stock Output Accounts here as shown in below screen.

Now we are creating a sales order having 2 products to sale.

After confirming the sales order, we have to do rest of the process for delivery from warehouse.

Once we complete product delivery process, we will check Journal Entry.

Go to the Journal Entries from Accounting menu and we can see the unposted entry created here in which we can see partner is the same we have selected in our Sales Order.

Here we can see that, the amount considered is the cost price of product Basic PC. As we have selected 2 products in our sales order so journal entries are accordingly in screen.

Now from here, we can post the entries and can perform rest of the stuff which are required for accounting.


How to create Opening Balance for new year in OpenERP?

At the end of a financial year, you will have to transfer the closing balance of current year as an opening balance to the new financial year.

You have to do following steps to achieve this.

First create new financial year (In our example, we are using 2012 as our running fiscal year).

Now create an account for opening balance.

You have to take care before selecting account type more specifically the Deferral Method. It determines whether and how account entries will be transferred to the new financial year. There are following types of deferral methods:

Deferral Method    Action
None               Nothing will be transferred (typically P&L accounts)
Balance            Account balance will be transferred 
                   (typically Balance Sheet accounts)
Detail             All entries are transferred, also reconciled entries
Unreconciled       Only entries that are not reconciled on the first day 
                   of the new financial year will be transferred 
                   (typically receivable and payable)

Define journal for opening balance.

Make entries for opening balance in that journal.

It will automatically generate the opening entries based on information provided in following wizard.

In the wizard, enter the financial year for which you want to transfer the balances (Fiscal Year to close). Select the New Fiscal Year (the year in which you want to generate the opening entry). You have to select the journal and the period to post the opening entries. Enter description for the opening entry such as Opening Entry for year YYYY. After that click on the Create button to generate the opening entry according to the settings defined.

Just look at the draft opening entry that has been generated. Open record which has state ‘Unposted’. Click on Post button to confirm the entry.

Now we have to close previous fiscal year as we do normally.

Further more, we can check in Chart of Account for all entries which we have created to varify.

How to configure Payroll in OpenERP ?

Payroll is an important part of company who wants to manage their employee’s salary. It is very important for your company to keep track that you are invoicing right people with right amount.

To manage all things smoothly, you have to simply use OpenERP Payroll module. OpenERP Payroll configuration is very easy to manage and understand.

To enable Payroll feature into OpenERP, install ‘Payroll’ module.

What is salary structure ?

Salary structures are an important component of effective compensation programs and help to ensure that pay levels for group of jobs are competitive externally and equitable internally.

We are going to define basic salary structure of our company.

Before start to define salary rules, it is compulsory to define salary rule categories.

Now we have to define salary rules for salary structure. Salary rules that you are going to define by default display on payslip.

You can also write python code to make some computation.

What is contract ?

Contract is generally related directly with employee which has some basic information like wages, salary structure attached with that employee, contract period etc.

What is contribution register ?

You can define the list of contributions and associated register. Using contribution register you can track the contribution of the employee and company.

First define contribution registers with appropriate names.

Now assign contribution register with proper salary rules.

To check the amount according to contribution register, first confirm payslip that you have created. Open contribution register and click on right side link named ‘Payslip Lines, as shown in following screens.

Finally, we are going to print payslip report for employee.

Now we will configure an important feature of payroll that is linking payroll with accounting. It’s always important that when we are going to pay to someone, we have to make entries in our accounting for those transactions. Install following module for activating link between OpenERP Payroll and accounting.

First define proper accounting journal and relate it with employee payslip.

Configure proper accounts on salary rules.

Once you confirm payslip, it will create accounting entries as per our account setting.

By this way, you can manage employee salary payment using OpenERP Payroll module.


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.