<imgalt="Photo of John Scott Doe"src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png"title="Adding persons: John Scott Doe"type="image/svg+xml"/>
<p>Now that you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the « base » area of the application. These persons can either be you, your co-workers, your customers, your suppliers, etc. Every person you interact with, can be stored in the ERP5 database. Here we will use an example of adding persons into the ERP5 database.</p>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Front.Page.John.Scott.Doh?format=png"alt="Photo of John Scott Doe"title="Adding persons: John Scott Doe">
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by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>.
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<p>Now that you have access to your ERP5, we are going to show you how to create persons in ERP5, thanks to the « base » area of the application. These persons can either be you, your co-workers, your customers, your suppliers, etc. Every person you interact with, can be stored in the ERP5 database. Here we will use an example of adding persons into the ERP5 database.</p>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png"alt="Adding persons in ERP5 example: John Scott Doe"title="Adding persons in ERP5 example: John Scott Doe">
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<h1>Example</h1>
<p>As you can see in the picture, we are going to create a person named John Doe, with the information provided above.</p>
<imgalt="Adding persons in ERP5 example: John Scott Doe"src="http://img.erp5.cn/user-Howto.Add.People.John.Scott.Doh.Example?format=png"title="Adding persons in ERP5 example: John Scott Doe"type="image/svg+xml"/>
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<p>As you can see in the picture, we are going to create a person named John Doe, with the information provided above.</p>
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<h1>Click on the “New” tab</h1>
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<imgtitle="Adding persons: Click on the 'New' tab"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png"alt="Adding persons: Click on the 'New' tab">
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<p>After you log into your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area in the first line. The Base area includes the "Currencies", "Organisations" and "Persons" creation functions.</p>
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<h1>Click on the “New” tab</h1>
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<imgalt="Adding persons: Click on the 'New' tab"src="http://img.erp5.cn/user-Howto.Add.People.Menu.New?format=png"title="Adding persons: Click on the 'New' tab"type="image/svg+xml"/>
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<p>After you log into your ERP5 instance, in the ERP5 home page, click on “new” in the tab menu, you will see the Base area in the first line. The Base area includes the "Currencies", "Organisations" and "Persons" creation functions.</p>
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<h1>Click on “Persons”</h1>
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<imgtype="image/svg+xml"title="Adding persons: Click on 'Persons'"alt="Adding persons: Click on 'Persons'"src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png">
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<p>Click on “Persons” to create a person. This will open the View page of a new Person's document where you will have to fill in the required information.</p>
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<h1>Click on “Persons”</h1>
<imgalt="Adding persons: Click on 'Persons'"src="http://img.erp5.cn/user-Howto.Add.People.Menu.Persons?format=png"title="Adding persons: Click on 'Persons'"type="image/svg+xml"/>
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<p>Click on “Persons” to create a person. This will open the View page of a new Person's document where you will have to fill in the required information.</p>
<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
<imgtitle="Adding persons: Fill the 'View' tab and save"src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png"type="image/svg+xml"alt="Add people: Fill the 'View' tab and save">
<p>Now let's refer back to our example: one of your company's contact is John Doe, the marketing manager of Z Company, a client of your company. Fill out the “view” page with the basic information of Mr Doe, then you can store his information in the ERP5 database, by clicking on the Save button.</p><p>Note that after entering all information in the current form, you should always save before switching to another tab or document.</p>
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<p>The person creation page helps you store any specific information about a person, whether it is personal or financial, or even his/her picture. <strong>Note:</strong> If you are using the ERP5 Virtual Machine, you can find a picture of John Doe in your home folder. As you can see, there are different tabs on the person creation page. All those tabs gather the required information about the person, and it is possible to add more details with the "Action" menu on top of the page, as we will see later in this tutorial.</p>
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<h1>Fill the “View” page and save</h1>
<imgalt="Add people: Fill the 'View' tab and save"src="http://img.erp5.cn/user-Howto.Add.People.View.And.Save?format=png"title="Adding persons: Fill the 'View' tab and save"type="image/svg+xml"/>
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<p>Now let's refer back to our example: one of your company's contact is John Doe, the marketing manager of Z Company, a client of your company. Fill out the “view” page with the basic information of Mr Doe, then you can store his information in the ERP5 database, by clicking on the Save button.</p>
<p>Note that after entering all information in the current form, you should always save before switching to another tab or document.</p>
<imgtitle="Create the related organisation"alt="Create the related organisation"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png">
<h1>Create the related organisation</h1>
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<imgalt="Create the related organisation"src="http://img.erp5.cn/user-Howto.Add.People.Create.The.Related.Organisation?format=png"title="Create the related organisation"type="image/svg+xml"/>
<p>Now that you have saved the information about John Doe, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doe is the first person of Z Company to be stored in the ERP5 database, the organisation does not exist yet, unless you have created it before using the organisation creation function, which is not the case here.</p><p>We will now solve this problem by creating the organisation - Z Company. To do so, just open the item list circled in red, and choose “Add organisation”.</p><p>Note that you cannot see it, but your organisation has been created in the “organisation” section.</p>
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<p>Now that you have saved the information about John Doe, we see that there seems to be a problem with the organisation Z Company. Indeed, as John Doe is the first person of Z Company to be stored in the ERP5 database, the organisation does not exist yet, unless you have created it before using the organisation creation function, which is not the case here.</p>
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<p>We will now solve this problem by creating the organisation - Z Company. To do so, just open the item list circled in red, and choose “Add organisation”.</p>
<p>Note that you cannot see it, but your organisation has been created in the “organisation” section.</p>
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<h1>Fill the “Details” page</h1>
<imgalt="Add people: Fill the 'Details' tab"src="http://img.erp5.cn/user-Howto.Create.New.Persons.Details?format=png"title="Add people: Fill the 'Details' tab"type="image/svg+xml"/>
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<p>When you are done with the “view” tab, <strong>fill the other tabs.</strong> For example, you can fill out the “details” tab with the information: The middle name of John Doe is Scott; John is married and has two children. You can also add a profile photo of him.</p>
<td>Input data has errors. Please look at the error messages below.</td>
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<h1>Fill the “Details” page</h1>
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<imgtitle="Add people: Fill the 'Details' tab"alt="Add people: Fill the 'Details' tab"src="http://img.erp5.cn/user-Howto.Create.New.Persons.Details?format=png"type="image/svg+xml">
<h1>About the other tabs</h1>
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<imgalt="Adding persons: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png"title="Adding persons: Other tabs in the 'Details' page"type="image/svg+xml"/>
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When you are done with the “view” tab, <strong>fill the other tabs.</strong>
<p>As you can see, some tabs like “assignments” for instance, do not allow you to enter data. Indeed, the only way to enter this information into the ERP5 database, is to use the “Action” menu list and choose “Add assignment”. It is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This topic will be treated in another tutorial.</p>
For example, you can fill out the “details” tab with the information: The middle name of John Doe is Scott; John is married and has two children. You can also add a profile photo of him.
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<p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties by using the "Action" menu list at the top of the page. For example, the « view» tab allows you to set the person's email address. It can sometimes be the case that, a person can have several email addresses. The "Action" menu list makes it possible, for example, to add another email address; simply choose “add email”.</p>
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<h1>How to Validate a Person (1)</h1>
<imgalt="Validating new persons (1): Click on the 'Action' tab"src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png"title="Validating new persons (1): Click on the 'Action' tab"type="image/svg+xml"/>
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<p>Open the "Action" menu.</p>
<p>ERP5 is an application based on workflows, which means that the data you enter into the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
<imgtype="image/svg+xml"title="Adding persons: Other tabs in the 'Details' page"alt="Adding persons: Other tabs in the 'Details' page"src="http://img.erp5.cn/user-Howto.Add.People.Details.Other.Tabs?format=png">
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<p>As you can see, some tabs like “assignments” for instance, do not allow you to enter data. Indeed, the only way to enter this information into the ERP5 database, is to use the “Action” menu list and choose “Add assignment”. It is important to notice that the tabs circled in red on the picture, are tabs that will automatically be updated by the application whenever necessary. This topic will be treated in another tutorial.</p><p>Remember that these tabs provide the general information about the person you are creating, but you can add different properties by using the "Action" menu list at the top of the page. For example, the « view» tab allows you to set the person's email address. It can sometimes be the case that, a person can have several email addresses. The "Action" menu list makes it possible, for example, to add another email address; simply choose “add email”.</p>
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<h1>How to Validate a Person (1)</h1>
<imgtype="image/svg+xml"alt="Validating new persons (1): Click on the 'Action' tab"title="Validating new persons (1): Click on the 'Action' tab"src="http://img.erp5.cn/user-Howto.Add.People.Validate.1.Action?format=png">
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<p>Open the "Action" menu.</p><p>ERP5 is an application based on workflows, which means that the data you enter into the system needs to be validated. In the case of a person, this step is really important, for instance, there is no need to validate somebody if you are not sure of his/her name: if the state is “draft”, which is the state by default, you warn everybody that the related information is incomplete. But when it is validated, the data is sure.</p>
<imgtype="image/svg+xml"alt="Validating new persons (2): Click on 'Validate'"title="Validating new persons (2): Click on 'Validate'"src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png">
<h1>How to Validate a Person (2)</h1>
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<imgalt="Validating new persons (2): Click on 'Validate'"src="http://img.erp5.cn/user-Howto.Add.People.Validate.2.Validate?format=png"title="Validating new persons (2): Click on 'Validate'"type="image/svg+xml"/>
<p>Click on “Validate”. On the next screen click on “Validate” once again to confirm the action.</p>
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<p>Click on “Validate”. On the next screen click on “Validate” once again to confirm the action.</p>
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<h1>How to Validate a Person (3)</h1>
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<h1>How to Validate a Person (3)</h1>
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<imgalt="Validating new persons (3): Check the update status"src="http://img.erp5.cn/user-Howto.Add.People.Validate.3.Status.Changed?format=png"title="Validating new persons (3): Check the update status"type="image/svg+xml"/>
<p>Check the update status which has been changed from "Draft" to "Validated".</p><p>Thanks to this status change, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.</p>
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<p>Check the update status which has been changed from "Draft" to "Validated".</p>
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<p>Thanks to this status change, your data will be validated, which means that your co-workers can be confident in the accuracy of the information.</p>
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<h1>How to Check the Person´s Creation (1)</h1>
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<h1>How to Check the Person´s Creation (1)</h1>
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<imgalt="Checking person´s creation (1): Click on the 'Modules' tab"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.1.Modules.Persons?format=png"title="Checking person´s creation (1): Click on the '
<p>Now that the person has been created, defined and validated, we are going to check that everything works correctly.</p><p>This is a three step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in the ERP5 database.</p>
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<p>Now that the person has been created, defined and validated, we are going to check that everything works correctly.</p>
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<p>This is a three step procedure: As a first step, browse the “ERP5 modules” item list on the top of the page, and choose “persons”. The aim of this action is to lead you to the person module which displays each person who has been created in the ERP5 database.</p>
<imgtitle="Checking person´s creation: Browse the 'Persons' database"alt="Check person creation: Browse the 'Persons' database"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png">
<h1>Use "Browse" tab</h1>
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<imgalt="Check person creation: Browse the 'Persons' database"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base?format=png"title="Checking person´s creation: Browse the 'Persons' database"type="image/svg+xml"/>
<p>You can also use the "Browse" tab on the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base” module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
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<p>You can also use the "Browse" tab on the home page to check the persons stored in your ERP5 database. Just click on “Persons” in the “Base” module, which is the module that gathers “Currencies”, “Organisations” and “Persons”.</p>
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