Commit ca4d9770 authored by Boxiang Sun's avatar Boxiang Sun

erp5_user_tutorial: Add updated OSOE test pages

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<section>
<h1>How to create Accounting Report</h1>
<footer>by the <a href="http://www.osoe-project.org/contact">OSOE Project</a>.</footer>
<details>
<p>This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology and the South Westfalia University of Applied Sciences. It can be used to teach modern ERP theory and practice to undergraduate students or professionals.</p>
<p><b>Copyright</b>: You are free to copy, distribute, display, and perform the work under the following conditions: you must attribute the work in the manner specified by the author or licensor; you may not use this work for any commercial purposes including training, consulting, advertising, self-advertising, publishing, etc.; you may not alter, transform, or build upon this work. For any reuse or distribution, you must make clear to others the license terms of this work. Any of these conditions can be waived if you get permission from the copyright holder through a commercial license or an educational license. For more information, contact info@nexedi.com</p>
</details>
</section>
<section>
<h1>Agenda</h1>
<ul>
<li>Which reports you can generate</li>
<li>How to generate a report</li>
</ul>
<details open="open">
<p>In this guide, you will learn which type of report you can generate with ERP5, and how to generate them.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/init_test_environment&quot;&gt;init&lt;/span&gt;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>openAndWait</td>
<td>${base_url}/Zuite_createFunctionalTestUser</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td>verifyTextPresent</td>
<td>Done.</td>
<td>&nbsp;</td>
</tr>
<tr style="opacity: 1; z-index: 0;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/wait_for_activities&quot;&gt; Wait for activities &lt;/span&gt;</td>
</tr>
<tr style="opacity: 1;">
<td colspan="3">&lt;span metal:use-macro=&quot;container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user&quot;&gt;Login As Functional Test User&lt;/span&gt;</td>
</tr>
</tbody>
</table>
</test>
</section>
<section class="screenshot">
<h1>The Reports tab in ERP5 home page</h1>
<img alt="The Reports tab" src="user-Howto.Generate.Report.Home.Reports.Tab.Svg?format=png" title="The Reports tab" type="image/png" />
<details open="open">
<p>In order to see the list of reports available to generate, click on the <strong>Site Reports</strong> tab on your ERP5 instance sidebar.</p>
<p>Once clicking on the <strong>Site Reports</strong>, you can see the Accounting area displaying a list of the reports you are able to generate: Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Aged Balance, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the title of the report you want to create</strong> . In our example, we will create Account Statement.</p>
</details>
</section>
<section class="screenshot">
<h1>Example: Account Statement</h1>
<p><img alt="The Account.Statement Button" src="user-Howto.Generate.Report.Create.Edit.Account.Statement.1.Svg?format=png" title="The Reports tab" type="image/png" />&nbsp;1</p>
<img alt="Account Statement" src="user-Howto.Generate.Report.Create.Edit.Account.Statement.2.Svg?format=png" title="Account Statement" type="image/png" />
<details open="open">
<p>Here is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.</p>
<p>Firstly,&nbsp;the <strong>Section Category</strong> is the group your company belongs to, you will have only one choice here (if you only have one group in your ERP5 instance); <strong>From Date</strong> and <strong>At Date (end date)</strong> are the dates delimiting your report. <strong>The At Date is compulsory</strong> .</p>
<p>Secondly, you can choose which <strong>Simulation State(s)</strong> you want to display in your report, and the <strong>Journal Type (types of transactions)</strong> you need to display.</p>
<p>Thirdly, you have to <strong>choose an Account, this is compulsory</strong> , and then you can choose one of your <strong>Bank Account</strong> if you have several ones.</p>
<p>Then, you can choose to display the <strong>Detailed Beginning Balance</strong> , and to <strong>Omit Grouped References</strong> . You can also choose the <strong>Format</strong> of your report. As you will see in this item list, many formats are already supported by ERP5.</p>
<p>Finally, when you are done editing, click the <strong>&quot;Account Statement&quot;</strong> button. Then you can <strong>save or print</strong> this Account Statement.</p>
</details>
</section>
<section class="screenshot">
<h1>Account Statement example</h1>
<img alt="Account Statement example" src="user-Howto.Generate.Report.Print.Account.Statement?format=png" title="Account Statement example" type="image/png" />
<details open="open">
<p>Here is an example of the Account Statement report we have just created.</p>
</details>
<test>
<table class="test" style="display: none;">
<tbody>
<tr>
<td colspan="3">&lt;tal:block tal:define=&quot;click_configuration python: {&#39;text&#39;: &#39;Site Reports&#39;}&quot;&gt; &lt;tal:block metal:use-macro=&quot;here/Zuite_CommonTemplateForRenderjsUi/macros/click_on_panel_link&quot; /&gt; &lt;/tal:block&gt;</td>
</tr>
<tr>
<td>waitForElementPresent</td>
<td>//a[text()=&quot;Account Statement&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>click</td>
<td>//a[text()=&quot;Account Statement&quot;]</td>
<td>&nbsp;</td>
</tr>
<tr>
<td>waitForElementPresent</td>
<td>//select[@name=&quot;field_your_section_category&quot;]</td>
<td>&nbsp;</td>
</tr>
</tbody>
</table>
</test>
</section>
<section class="screenshot">
<h1>Another example: Profit and Loss</h1>
<p><img alt="Another example: Profit and Loss" src="user-Howto.Generate.Report.Create.Profit.And.Loss.Svg?format=png" title="Another example: Profit and Loss" type="image/png" /></p>
<p><img alt="Another example: Profit and Loss" src="user-Howto.Generate.Report.Create.Edit.Profit.And.Loss.Svg?format=png" title="Another example: Profit and Loss" type="image/png" /></p>
<details open="open">
<p>As you can see on the picture, this is an other example of report: Profit and Loss. The parameters requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
</details>
</section>
<section class="screenshot">
<h1>Profit and Loss</h1>
<img alt="Profit and Loss" src="user-Howto.Generate.Report.Print.Profit.And.Loss?format=png" title="Profit and Loss" type="image/png" />
<details open="open">
<p>Here is the Profit and Loss Report we have just created.</p>
</details>
</section>
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test_page_module/user-HowTo.Change.Language-TESTONLY test_page_module/user-HowTo.Change.Language-TESTONLY
test_page_module/user-HowTo.Use.FullText.Search-TESTONLY test_page_module/user-HowTo.Use.FullText.Search-TESTONLY
test_page_module/user-Howto.Manage.Invoices test_page_module/user-Howto.Manage.Invoices
test_page_module/user-Howto.Manage.Invoices/** test_page_module/user-Howto.Manage.Invoices/**
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test_page_module/user_howto_create_trade_conditions_renderjs_ui
test_page_module/user_howto_create_sale_orders_renderjs_ui
test_page_module/user_howto_manage_packing_lists_renderjs_ui
test_page_module/user_howto_manage_invoices_renderjs_ui
test_page_module/user_howto_create_a_payment_renderjs_ui
test_page_module/user_howto_create_purchase_transactions_renderjs_ui
test_page_module/user_howto_generate_report_renderjs_ui
test_page_module/user_howto_manage_document_versionning_test_renderjs_ui
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test_page_module/user-HowTo.Change.Language-TESTONLY test_page_module/user-HowTo.Change.Language-TESTONLY
test_page_module/user-HowTo.Use.FullText.Search-TESTONLY test_page_module/user-HowTo.Use.FullText.Search-TESTONLY
test_page_module/user-Howto.Manage.Invoices test_page_module/user-Howto.Manage.Invoices
test_page_module/user-Howto.Manage.Invoices/** test_page_module/user-Howto.Manage.Invoices/**
\ No newline at end of file test_page_module/user_howto_create_a_payment_renderjs_ui
test_page_module/user_howto_create_and_manage_products_renderjs_ui
test_page_module/user_howto_create_bank_account_renderjs_ui
test_page_module/user_howto_create_campaigns_renderjs_ui
test_page_module/user_howto_create_new_user_renderjs_ui
test_page_module/user_howto_create_organisations_renderjs_ui
test_page_module/user_howto_create_outgoing_events_renderjs_ui
test_page_module/user_howto_create_persons_renderjs_ui
test_page_module/user_howto_create_purchase_transactions_renderjs_ui
test_page_module/user_howto_create_sale_orders_renderjs_ui
test_page_module/user_howto_create_trade_conditions_renderjs_ui
test_page_module/user_howto_generate_report_renderjs_ui
test_page_module/user_howto_link_persons_and_organisations_renderjs_ui
test_page_module/user_howto_manage_document_versionning_test_renderjs_ui
test_page_module/user_howto_manage_invoices_renderjs_ui
test_page_module/user_howto_manage_packing_lists_renderjs_ui
test_page_module/user_howto_manage_support_request_renderjs_ui
test_page_module/user_howto_post_outgoing_events_renderjs_ui
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