Commit adc03f7e authored by Sebastian's avatar Sebastian

erp5_osoe_theory_data: improvements by ni and jp to prepare for coursera course

parent 745f70e1
......@@ -85,10 +85,11 @@
<key> <string>categories</string> </key>
<value>
<tuple>
<string>contributor/person_module/20150701-47AE54D</string>
<string>publication_section/documentation/user</string>
<string>classification/collaborative/team</string>
<string>group/nexedi</string>
<string>contributor/person_module/20150701-47AE54D</string>
<string>contributor/person_module/2326</string>
</tuple>
</value>
</item>
......@@ -281,7 +282,7 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>superklaus</string> </value>
<value> <string>klaus.woelfel</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
......@@ -295,7 +296,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32902.63370.29138</string> </value>
<value> <string>952.33148.54636.39504</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -313,7 +314,7 @@
</tuple>
<state>
<tuple>
<float>1468333245.79</float>
<float>1469112194.44</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -85,10 +85,11 @@
<key> <string>categories</string> </key>
<value>
<tuple>
<string>contributor/person_module/20150701-47AE54D</string>
<string>publication_section/documentation/user</string>
<string>classification/collaborative/team</string>
<string>group/nexedi</string>
<string>contributor/person_module/20150701-47AE54D</string>
<string>contributor/person_module/2326</string>
</tuple>
</value>
</item>
......@@ -281,7 +282,7 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>superklaus</string> </value>
<value> <string>klaus.woelfel</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
......@@ -295,7 +296,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32902.63370.29138</string> </value>
<value> <string>952.46130.55665.14971</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -313,7 +314,7 @@
</tuple>
<state>
<tuple>
<float>1468333204.07</float>
<float>1469112235.26</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -316,7 +316,7 @@
</tuple>
<state>
<tuple>
<float>1468329020.86</float>
<float>1471851320.56</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -94,7 +94,7 @@
</item>
<item>
<key> <string>content_md5</string> </key>
<value> <string>32afe1f69ab590a99b434c334cb56e5b</string> </value>
<value> <string>9e5564507078d39a1cb9abcea66adff9</string> </value>
</item>
<item>
<key> <string>content_type</string> </key>
......@@ -293,11 +293,13 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>supertristan</string> </value>
<value> <string>klaus.woelfel</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value> <string>touched for reconversion</string> </value>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
......@@ -323,7 +325,7 @@
</tuple>
<state>
<tuple>
<float>1468329684.73</float>
<float>1469717523.37</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,6 +5,20 @@
<footer>
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<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 class="">
<h1>Agenda</h1>
<ul>
......@@ -14,9 +28,16 @@
<li>How to publish the second version</li>
<li>How to use fast contribution</li>
</ul>
<details open="open">
<p>In this presentation, we are going to explain how to create and release a document, prepare and publish the second version, as well as the fast contribution way to document module.</p>
</details>
</section><section class="screenshot">
<h1>Manage Document Versioning</h1>
<img alt="Manage Document Versioning" title="Manage Document Versioning" type="image/png" src="http://img.erp5.cn/osoe-howto-manage.document.versioning-screenshot?format=png">
<details open="open">
<p>In an organisation, it happens very often that a document has different versions for different purposes. In order to manage all your documents in the right order,
it is important to firstly manage document versioning.</p>
</details>
</section><section class="screenshot">
<h1>Create a new document</h1>
<img alt="Create a new document" title="Create a new document" src="http://img.erp5.cn/osoe-howto-create.new.document.versioning-screenshot?format=png" type="image/png">
......@@ -57,7 +78,10 @@
<b>Version</b>: you must choose the version of the document. Start at 001, then increase it for each version
</p><p>
<b>Language</b>: choose the language of the document. Should be two letters according to the ISO601 standard for languages. It will be used to display the proper document depending of the language of the interface.
</p><p>You have a field where you can add the name(s) of the contributor(s).</p><p>
</p><p>You have a field where you can add the name(s) of the contributor(s).</p>
</details>
<details open="open">
<p>
Then you have to <b>choose the classification</b> of the document. The Classification defines who can access, modify or use this document.
</p><p>
Then comes <b>few categories which will allow you to classify</b> your document as you would have done with a paper document. You will choose the Group and the site it refer to. Then the function of the document if it has one. Finally you can <b>choose one or more publication section</b> for the document.
......@@ -92,7 +116,8 @@
</p><p>
<b>Share</b>: Sharing the document is used to share it within a specific area of users which can log into your system. Depending on the Classification of the document, And users rôle within groups or projects, users of your instance will be able to see the document or not.
</p><p>
<b>Publish</b>: Publishing a document will make it completely public. You can then give the URL to anyone, he will be able to see it: https://www.tiolive.com/<b>instanceID</b>/document_module/<b>document.reference</b>/view
<b>Publish</b>: Publishing a document will make it completely public. You can then give the URL to anyone, he will be able to see it:
</p><P>https://www.tiolive.com/<b>instanceID</b>/document_module/<b>document.reference</b>/view
</p>
</details>
</section><section class="screenshot">
......
......@@ -250,7 +250,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43310.4661.45725</string> </value>
<value> <string>952.53031.50721.24369</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -268,7 +268,7 @@
</tuple>
<state>
<tuple>
<float>1468942952.44</float>
<float>1469526228.73</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -422,7 +422,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43317.10171.63008</string> </value>
<value> <string>952.53043.4931.12572</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -440,7 +440,7 @@
</tuple>
<state>
<tuple>
<float>1468943368.31</float>
<float>1469526987.21</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,20 +5,34 @@
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<p>Now you have worked through the tutorials to understand ERP-Systems, we will now start to perform a consulting process for an ERP implementation using the on-line questionnaire system. In this presentation, you will know what do you have to prepare for this task and understand what the ERP Consulting and Configuration Questionnaire is needed for.</p>
</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 style="opacity: 1;" class="">
<h1>Agenda</h1>
<ul>
<li>The interview and the quetionnaire</li>
<li>The interview and the questionnaire</li>
<li>Preceding steps for the interview</li>
<li>Questionnaire objectives</li>
</ul>
<details open="open">
<p>Now you have worked through the tutorials to understand ERP-Systems, we will now start to perform a consulting process for an ERP implementation using the on-line questionnaire system. In this presentation, you will know what do you have to prepare for this task and understand what the ERP Consulting and Configuration Questionnaire is needed for.</p>
</details>
</section><section class="illustration">
<h1>The interview and the quetionnaire</h1>
<img alt="The interview and the quetionnaire" title="The interview and the quetionnaire" style="display: block; margin: 0pt auto;" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.Interview.And.Questionnaire?format=png" type="image/svg+xml">
<details open="open">
<p>Our interview is a bilateral process between the interviewer and the interviewee - the company. A questionnaire is used to extract information about the company in a way which allows for the ERP configuration to be filled. The results of the interview will be transferred on-line.</p>
<p>Our interview is a bilateral process between the interviewer and the interviewee - the company. A questionnaire is used to extract information about the company in a way which allows for the ERP configuration to be filled. The results of the interview shall be able to be transferred on-line.</p>
</details>
</section><section class="">
<h1>Preceding steps</h1>
......
......@@ -420,7 +420,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32883.35178.42461</string> </value>
<value> <string>952.57996.13428.59665</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -438,7 +438,7 @@
</tuple>
<state>
<tuple>
<float>1468943052.18</float>
<float>1469824405.22</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,14 +5,28 @@
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<p>Now we will focus on how to execute the interview and evaluate the answers we get from the interview. This tutorial will show you what constitutes a good answer, and discuss some questions in details.</p>
</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 class="">
<h1>Agenda</h1>
<ul>
<li>How to provide high quality answers</li>
<li>Question descriptions</li>
</ul>
<details open="open">
<p>Now we will focus on how to execute the interview and evaluate the answers we get from the interview. This tutorial will show you what constitutes a good answer, and discuss some questions in details.</p>
</details>
</section><section class="illustration">
<h1>What is a good answer?</h1>
<img alt="What is a good answer?" title="What is a good answer?" style="display: block; margin: 0pt auto;" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Good.Answer?format=png" type="image/svg+xml">
......@@ -22,6 +36,30 @@
</section><section class="illustration">
<h1>What is a bad answer?</h1>
<img alt="What is a bad answer?" title="What is a bad answer?" style="display: block; margin: 0pt auto;" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Bad.Answer?format=png" type="image/svg+xml">
<details open="open">
<p>
Here are the 4 terms frequently used by executives to hide the fact that they are not able to define what they precisely expect from an ERP: <strong>cost</strong>, <strong>strategy</strong>,
<strong>productivity</strong> and <strong>communication</strong>.Those terms are forbidden subjects in this lecture.
In other contexts, they could be useful terms. But here, they are reallly not.
</p>
<p>
For example, caring too much about specific way of computing a cost will have no impact on being able to deliver products in time. Cost does not even have any impact on cash, except very indirectly through the ability to obtain
a bank loan by producing financial reports based on a cost formula that maximises EBITDA. This is not the role of an ERP, but of an external reporting system. This external
reporting system needs nothing else but accurate data extracted from the ERP.
</p>
<p>
About strategy, executives often mention this word to hide the fact that they have no actual priorities for their ERP implementation.
</p>
<p>
Productivity - sometimes mentionned as efficient user interface - is also a way to escape from defining clear goals in terms of quantitative management. Real productivty derives
from automation: an executive who has clear goals with thus explain how he plans to change organisation with the ERP and which part can be automated.
</p>
<p>
Communication is the last forbidden word. It refers often to the idea of the right information at the right time - which is not a bad idea - but it can only be achieved
in an ERP and possibly with any management software by defining organisation processes of which the side effect is to bring that right information at the right time to the right person.
We thus forbid this work too in order to ensure that executives define that organisation process.
</p>
</details>
</section><section class="illustration">
<h1>What is a good answer - Example</h1>
<img alt="What is a good answer - Example" title="What is a good answer - Example" style="display: block; margin: 0pt auto;" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Answer.Example?format=png" type="image/svg+xml">
......
......@@ -423,7 +423,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43315.6111.6168</string> </value>
<value> <string>952.53041.20417.49828</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -441,7 +441,7 @@
</tuple>
<state>
<tuple>
<float>1468943246.3</float>
<float>1470044188.23</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,8 +5,19 @@
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>.
</footer>
<details open="open">
<p>This tutorial will show you how to fill in the questionnaire and how to improve your answer set. Remeber, after your first answer set was reviewed and requested, you need to submit the improved version for peer review.</p>
</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 class="">
<h1>Agenda</h1>
<ul>
......@@ -14,6 +25,9 @@
<li>How to improve your answers</li>
<li>How to submit your answer set for peer review</li>
</ul>
<details open="open">
<p>This tutorial will show you how to fill in the questionnaire and how to improve your answer set. Remember, after your first answer set was reviewed and requested, you need to submit the improved version for peer review.</p>
</details>
</section><section class="">
<h1>Fill in the answer on-line</h1>
<p>The following slides show you how to fill the questionnaire on-line.</p>
......@@ -205,11 +219,6 @@
your changes.
</p>
</details>
</section><section class="">
<h1>Submit your Answer Set for peer review (For Students)</h1>
<details open="open">
<p>After you finished improving your answer set the first time, you need to submit it for peer review.</p>
</details>
</section><section class="screenshot">
<h1>Click on "Submit for Peer Review"</h1>
<img alt="Submit again your improved Answer Set for peer review" title="Submit again your improved Answer Set for peer review" type="image/svg+xml" src="https://www.erp5.com/P-CLOUDIA-Configuration.Questionnaire.HowTo.Submit.For.Peer.Review?format=png">
......
......@@ -423,7 +423,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32885.33508.22796</string> </value>
<value> <string>952.58027.5952.19676</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -441,7 +441,7 @@
</tuple>
<state>
<tuple>
<float>1468943124.13</float>
<float>1470061712.16</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -90,6 +90,7 @@
<string>group/nexedi</string>
<string>contributor/person_module/510</string>
<string>contributor/person_module/20130927-61A66CC</string>
<string>contributor/person_module/jps</string>
</tuple>
</value>
</item>
......@@ -278,7 +279,7 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>ni.yan</string> </value>
<value> <string>jp</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
......@@ -292,7 +293,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43303.46950.49981</string> </value>
<value> <string>952.61428.1761.55263</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -310,7 +311,7 @@
</tuple>
<state>
<tuple>
<float>1468942567.07</float>
<float>1470030581.82</float>
<string>UTC</string>
</tuple>
</state>
......
<section class="master">
<h1>Session 1: Careers and Assignments</h1> <img alt="Workflow of people's career" type="image/png" title="Career and assignments workflow" src="http://img.erp5.cn/osoe-Careers.And.Assignments.Front.Page.Career.Workflow?format=png" /> <footer>
by <a href="/contact">OSOE Project</a>.
</footer> </section><section>
</footer>
<details open="open">
<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>Person and organisations</li>
......
......@@ -126,6 +126,7 @@
<string>contributor/person_module/20110503-EE9699</string>
<string>contributor/person_module/851</string>
<string>contributor/person_module/20130927-61A66CC</string>
<string>follow_up/product_module/148</string>
</tuple>
</value>
</item>
......@@ -428,7 +429,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43180.10614.37484</string> </value>
<value> <string>952.53181.50613.54073</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -446,7 +447,7 @@
</tuple>
<state>
<tuple>
<float>1468935171.09</float>
<float>1471593170.62</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,14 +5,51 @@
<footer>
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>
</footer>
</section><section>
<details open="open">
<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>This chapter introduces the lecture goal, organisation and evaluation.</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>What are the objectives of the course</li>
<li>How the sessions are organised</li>
<li>How you will be evaluated</li>
</ul>
</section><section class="">
<details open="open">
<p>In this presentation, we are going to explain how this lecture was designed. First, we define the goals of the course and especially what students can expect to learn by
attending the course. Second, we explain the organisation of the lecture as a sequence of theory and tutorials that cover the different aspects of an ERP. Last we introduce
the student evaluation process based on a case study and questionnaire.
</p>
</details>
</section>
<section class="">
<h1>Course Objectives</h1>
<ul>
<li>Learn universal and fundamental workflow of companies</li>
......@@ -21,7 +58,7 @@
<li>Being capable of configuring an ERP</li>
</ul>
<details open="open">
<p>"ERP: Theory, Practice and Configuration" is a lesson which has three main goals.</p><ul>
<p>"ERP: Theory, Practice and Configuration" is a lesson which has four main goals.</p><ul>
<li>The first one is to teach you the universal and fundamental workflow of the companies. By doing so, you will be able to understand how is organised any company and how ERP systems help companies to improve their performance by managing their business process.</li>
<li>The second step is to see how the theoretical workflow is applied in an ERP. For this we will use ERP5 instances delivered to each student of this course. You will then be able to use it as companies do everyday.</li>
<li>The third goal is to teach how to perform an initial consulting process for an ERP implementation. We will use an online questionnaire with the most important questions to ask to a company during this process. The objective of the questionnaire is to identify those business processes which are not successful enough and which can be improved using an ERP. The objective is to understand how to set the priorities for an ERP implementation.</li>
......@@ -50,7 +87,10 @@
<h1>Session 2: CRM Tickets and Events</h1>
<img alt="Session 2: CRM Tickets and Events" title="Session 2: CRM Tickets and Events" src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.CRM.Tickets.And.Events?format=jpg" type="image/png">
<details open="open">
<p>Session two is the Customer Relationship Management (CRM) part of the ERP system.</p><p>We will study Tickets and Events, and their specific workflows. Events are documents in the system which represent every interaction we have with our customers, our suppliers etc.</p><p>Recording every "Event" which occurred during the company's activity will help us to learn more about our customers and our suppliers. Further information about what have been done with or said to a specific person will be available to persons who need it.</p><p>Tickets are documents in ERP5 which can contain other documents such as Events or documents from the Document Management System (DMS).</p><p>Having such records will help you to organise and follow your interaction with persons outside the company. Specific workflows are applied to Tickets depending of their nature.</p><p>In ERP5 we have four kinds of Tickets: the Campaigns, the Sale Opportunities, the Support Requests and the Meetings. Each one will be studied during this session.</p><p>Then five tutorials will be followed:</p><ul>
<p>Session two is the Customer Relationship Management (CRM) part of the ERP system.</p><p>We will study Tickets and Events, and their specific workflows. Events are documents in the system which represent every interaction we have with our customers, our suppliers etc.</p><p>Recording every "Event" which occurred during the company's activity will help us to learn more about our customers and our suppliers. Further information about what have been done with or said to a specific person will be available to persons who need it.</p><p>Tickets are documents in ERP5 which can contain other documents such as Events or documents from the Document Management System (DMS).</p><p>Having such records will help you to organise and follow your interaction with persons outside the company. Specific workflows are applied to Tickets depending of their nature.</p><p>In ERP5 we have four kinds of Tickets: the Campaigns, the Sale Opportunities, the Support Requests and the Meetings. Each one will be studied during this session.</p>
</details>
<details open="open">
<p>Then five tutorials will be followed:</p><ul>
<li>"How to create Campaigns" will teach you how to create new Campaigns in ERP5.</li>
<li>"How to create Events in Campaigns" will teach you how to create new Events from an existing Campaign in ERP5, you will then see how phone calls, emails, fax etc., look like in such systems.</li>
<li>"How to post outgoing Events" will teach you how you can send Events such as emails directly from ERP5.</li>
......
......@@ -93,6 +93,7 @@
<string>contributor/person_module/20111027-2BE16E4</string>
<string>contributor/person_module/510</string>
<string>contributor/person_module/20121115-586BC0F</string>
<string>contributor/person_module/20130927-61A66CC</string>
</tuple>
</value>
</item>
......@@ -285,7 +286,7 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>sven</string> </value>
<value> <string>ni.yan</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
......@@ -299,7 +300,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32887.21262.59741</string> </value>
<value> <string>952.53175.49920.11670</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -317,7 +318,7 @@
</tuple>
<state>
<tuple>
<float>1468931897.4</float>
<float>1469543163.1</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -2,13 +2,37 @@
<h1>OSOE - ERP 101</h1> <img alt="OSOE - ERP 101" title="OSOE - ERP 101" src="http://img.erp5.cn/osoe-erp-101.cover?format=png" type="image/png" /> <footer>
by <a href="/contact">OSOE Project</a>.
</footer> <details open="true">
<p>ERPs are usually considered as a difficult matter to learn or to teach. ERP classes can be so general, that nothing is really learned. Or they can be based on case studies, and thus lack of any strong teaching in terms of theoretical principles. Or they can be so much linked to a given product that what people learn is the product, rather than universal and permanent principles. ERPs are also considered to be such a huge, complex pipe factory, that many people even believe that they can not be taught. In this class, we are going to change the way that ERPs were taught.</p> </details> </section><section>
<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>Class requirements</li>
<li>ERP facts</li>
<li>What is an ERP</li>
</ul> </section><section class="illustration">
</ul>
<details open="true">
<p>ERPs are usually considered as a difficult matter to learn or to teach. ERP classes can be so general, that nothing is really learned.
Or they can be based on case studies, and thus lack of any strong teaching in terms of theoretical principles. Or they can be so much linked
to a given product that what people learn is the product, rather than universal and permanent principles. ERPs are also considered to be such
a huge, complex pipe factory, that many people even believe that they can not be taught. In this class, we are going to change the way that ERPs were taught.</p>
<p>
We are going to introduce some basic facts that every student should know before starting the course: such as who needs an ERP, the cost of
an ERP implementation, the key players in this field, ect. Then we will give a very specific definition on ERP. By knowing all these information, student
will be able to start searching for a suitable organisation/company for his/her case study at the end of the course.
</p>
</details>
</section><section class="illustration">
<h1>Requirements</h1> <img src="http://img.erp5.cn/osoe-erp.101.requirements-screenshot?format=png" type="image/png" title="Requirements" alt="Requirements" /> <details open="true">
<p>The main requirement for this class is to find an implementation field. The best way to understand ERPs is to learn how to configure an ERP. And the best way to learn the configuration of ERPs is to actually configure it on a real case. We therefore require each student of this class to find a small business, a non profit organisation, a public administration, etc. which will serve as a implementation field.</p>
<p>The configuration process will happen after the 6th session. It will only require to fill a spreadsheet, which means that it is quite straightforward from a technical point of view. However, from the user point of view, this simple configuration will completely change the way the ERP is perceived. At the end ERP will match the business environment of the implementation field and become usable and very useful.</p>
......@@ -44,7 +68,7 @@
<p>If we translate these figures to a small company (6 people), we will find that implementing an ERP costs about 10,000 EUR in a small company or 20 man days. In a large organisation with 1,000 employees, an ERP will implementation will quickly reach 2,000 man days or 1,000,000 EUR. In a large multinational with 100,000 employees, an ERP implementation can quickly surpass 100,000 man days and 100,000,000 EUR.</p>
<p>At the same time, the cost of selling an ERP, which is mostly the time spent in convincing prospects to adopt a given ERP, does not change so much between a small company and a mid size company.</p>
<p>As a result, ERPs are not used very often by small companies, only because nobody is willing to spend time convincing them to adopt them and make no profit out that.</p> </details> </section><section class="illustration">
<h1>What is the success rate?</h1> <img alt="What is the success rate?" title="What is the success rate?" src="http://img.erp5.cn/osoe-what.is.success.rate-screenshot?format=png" type="image/png" /> <br /> <a href="http://www.erp5.org/sections/erp/mourlon-neyer.pdf/downloadFile/file/mourlon-neyer.pdf">mourlon-neyer.pdf</a><details open="true">
<h1>What is the success rate?</h1> <img alt="What is the success rate?" title="What is the success rate?" src="http://img.erp5.cn/osoe-what.is.success.rate-screenshot?format=png" type="image/png" /> <br /> <a href="https://www.erp5.com/allerp.pdf">allerp.pdf</a><details open="true">
<p>The “Mourlon Neyer” report is one of the best sources to understand the risk of ERPs. As a rule of thumb, 50% ERP projects fail, they cost 3 times as much as expected and take twice longer than planned.</p>
<p>The reasons for failure are very seldom related to the ERP software itself, but rather to the abnormal behavior of clients of consultants. However, because clients and consultants seldom accept to recognize their own mistakes, the ERP software is often blamed for the failure of the project by either the client or the consultant.</p>
<p>In this environment, where the one which is not to blame is blamed and those who should be blamed are not, only those ERPs with a strong brand can survive a 50% failure rate, together with ERP software which implementation is strictly controlled by the software publisher.</p>
......@@ -142,6 +166,15 @@
<p>If one notices that e-commerce is after all sales on the Web, that e-procurement is after all purchase on the Web, e-recruitment is HR on the Web, one can foresee what the combination of Web and an ERP could be: e-business, which is opening through the Web the corporate ERP to all partners of a company. Since business are increasingly distributed and relying on outsourcing and outside partners, it is a natural tendency for ERPs to become e-business tools.</p>
<p> <u>We could therefore claim that “support of e-business” is a frequent characteristic of a modern ERP</u>.
</p> </details> </section><section class="screenshot">
<h1>One ERP per student programme</h1> <img alt="One ERP per student programme" title="One ERP per student programme" src="http://img.erp5.cn/user-OSOE.Website.Homepage?format=png" type="image/png" /> </section>
<h1>One ERP per student programme</h1> <img alt="One ERP per student programme" title="One ERP per student programme" src="http://img.erp5.cn/user-OSOE.Website.Homepage?format=png" type="image/png" />
<details open="open">
<p>
This closes the introduction session about the ERP concept. However, this introduction can only be undertsood by <strong>patiently</strong> practicing a real ERP system
and going into the details of each of its main modules. Many managers dream about ERPs as a magical tool that eventually solves all management problems.
Their dream could easily turn into a nightmare because of exagerated expectations and lack of clear understanding of what a real ERP does or does not.
The follow-up sessions of this course are designed to provide students with the basic knowledge that will let them approach ERP implementation with realistic expectations.
</p>
</details>
</section>
<p> </p>
<p> </p>
\ No newline at end of file
......@@ -426,7 +426,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43177.23057.51300</string> </value>
<value> <string>952.61676.12280.49621</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -444,7 +444,7 @@
</tuple>
<state>
<tuple>
<float>1468934959.7</float>
<float>1470045189.58</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -245,7 +245,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43201.12144.36491</string> </value>
<value> <string>952.56139.33415.52172</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -263,7 +263,7 @@
</tuple>
<state>
<tuple>
<float>1468936493.84</float>
<float>1469712794.65</float>
<string>UTC</string>
</tuple>
</state>
......
<section class="illustration">
<h1>Session 3: Sale Orders</h1> <img alt="Sale Orders Workflow" title="Sale Orders Workflow" type="image/svg+xml" src="http://img.erp5.cn/P-OSOE-Order.Sale.Order.Workflow?format=png" /> <footer>
by <a href="/contact">OSOE Project</a> </footer> </section><section>
by <a href="/contact">OSOE Project</a> </footer>
<details open="open">
<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>The trade process</li>
......@@ -8,8 +23,8 @@
<li>What is a product</li>
<li>What are the conditions of a trade order?</li>
<li>The workflow of a sale order</li>
</ul> <details open="true">
<p>This guide has been created to teach the fundamentals of a sale/purchase order.</p>
</ul> <details open="true">
<p>This guide has been created to teach the fundamentals of a sale/purchase order.</p>
<p> <strong>
Note: in this session &quot;Sale Orders&quot;, we will use another company Hongzhao as an example to explain how to create products, trade conditions and sale orders in ERP5. Hongzhao is also configured when we installed another ERP5 instance, the same way as presented in the tutorial <a href="user-Howto.Configure.ERP5.for.SMB.With.Configurator/view">&quot;Configure your instance using ERP5 Configurator&quot;</a>. So when you are practicing, please replace Hongzhao with the company you created when you configured your ERP5 instance.
</strong> </p> </details> </section><section class="illustration">
......@@ -29,7 +44,7 @@
<p>An order represents a movement of resource (goods, services) from a company to another. So in every order we will have a source (the supplier) and a destination (the buyer). But the destination can be more than one person or even organisation.</p>
<p>About the destination, We must distinguish three things:</p>
<p>The person or organisation which receives the goods, the person or organisation which is invoiced, and the person which is taking the decision to buy. This is why on an order we must have three fields to let us represent correctly the reality.</p>
<p>To illustrate those, we can take a look at how is organised the supermarket in France. The companies have buying centres in which they negotiate the prices for all of their brands. It allows them to have more power in the negotiation. But once they have bought one hundred thousand yoghurt, they ask for them to be delivered in small quantities in each of their distribution centre. So we already have a different destination point from the person which takes the decision to buy. Then we might have to invoice the buying centre, and not the distribution centre</p>
<p>To illustrate those, we can take a look at how the supermarket is organised in France. The companies have buying centres in which they negotiate the prices for all of their brands. It allows them to have more power in the negotiation. But once they have bought one hundred thousand yoghurt, they ask for them to be delivered in small quantities in each of their distribution centre. So we already have a different destination point from the person which takes the decision to buy. Then we might have to invoice the buying centre, and not the distribution centre</p>
<p>We have also those kinds of distinction with the source of the movement.</p> </details> </section><section class="illustration">
<h1>A seller</h1> <img alt="A seller" title="A seller" type="image/png" src="http://img.erp5.cn/P-OSOE-Seller.Goods.and.Services?format=png" /> <details open="true">
<p>With the source of the movement, we will have a person who is responsible for the offer which has been made. This person is responsible for the client, or at least for the conditions of the transaction. But it doesn't mean that this person is in the same organisation which will deliver the goods or this person is not the one which will deliver the service.</p>
......
......@@ -295,7 +295,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32894.7303.44065</string> </value>
<value> <string>952.52989.31072.27563</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -313,7 +313,7 @@
</tuple>
<state>
<tuple>
<float>1468941070.49</float>
<float>1469721667.97</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -5,6 +5,20 @@
<footer>
by <a href="http://www.osoe-project.org/contact">OSOE Project</a>
</footer>
<details open="open">
<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 class="">
<h1>Agenda</h1>
<ul>
......@@ -73,7 +87,10 @@
</p><p>Employees in charge of preparing the goods are then able to prepare the goods, and to enter which containers have been used, etc.</p><p>They can also decide not to send exactly what has been ordered. For example, they don't have all products which have been ordered.</p><p>
Once the Packing List has been prepared, they can mark the packing list as "Ready" to be shipped. We will then wait for the carrier to pick up the prepared packing list. <strong>Once they pick it up, we will mark the packing list as "Shipped". This will create the related invoice</strong>
.
</p><p>When the carrier tell us the the customer has received the goods, we can then mark the packing list as "Received".</p><p>When the customer receive the goods, he will check what has been delivered to him. So he or she will compare the packing list we provided to him with what he received. And an error is still possible. Either that we made a mistake while preparing, or maybe some packages have been damaged etc. So we need to wait until the customer accepts the delivery before marking the packing list as "Delivered".</p><p>
</p><p>When the carrier tell us the the customer has received the goods, we can then mark the packing list as "Received".</p><p>When the customer receive the goods, he will check what has been delivered to him. So he or she will compare the packing list we provided to him with what he received. And an error is still possible. Either that we made a mistake while preparing, or maybe some packages have been damaged etc. So we need to wait until the customer accepts the delivery before marking the packing list as "Delivered".</p>
</details>
<details open="open">
<p>
<strong>Note that if the goods ready to be shipped are different from what has been ordered, eg, the quantity is less, you can "Split and Defer" the Packing List before shipping them. In this way, ERP5 will create another Packing List for the remaining goods to be shipped as soon as they are prepared.</strong>
</p><p>Once you ship the Sale Packing List, a related Sale Invoice Transaction will be generated automatically for the next step of the trade process. We will talk about this in the following tutorials.</p>
</details>
......
......@@ -252,7 +252,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.43293.56539.10973</string> </value>
<value> <string>952.47199.19623.15156</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -270,7 +270,7 @@
</tuple>
<state>
<tuple>
<float>1468942016.22</float>
<float>1469524295.07</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -68,12 +68,13 @@
<value>
<tuple>
<string>publication_section/documentation/user</string>
<string>classification/collaborative/team</string>
<string>group/nexedi</string>
<string>contributor/person_module/796</string>
<string>contributor/person_module/590</string>
<string>classification/collaborative/team</string>
<string>contributor/person_module/2326</string>
<string>contributor/person_module/20111027-2BE16E4</string>
<string>group/nexedi</string>
<string>contributor/person_module/20130927-61A66CC</string>
</tuple>
</value>
</item>
......@@ -230,11 +231,13 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>supertristan</string> </value>
<value> <string>ni.yan</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value> <string>touched for reconversion</string> </value>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
......@@ -242,7 +245,7 @@
</item>
<item>
<key> <string>serial</string> </key>
<value> <string>952.32900.30183.9228</string> </value>
<value> <string>952.61632.14481.43274</string> </value>
</item>
<item>
<key> <string>state</string> </key>
......@@ -260,7 +263,7 @@
</tuple>
<state>
<tuple>
<float>1468329817.88</float>
<float>1470042652.53</float>
<string>UTC</string>
</tuple>
</state>
......
......@@ -9,9 +9,9 @@
<h1>Add correction line to answer set</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Add.Correction.Line.Action?format=png" /> <details open="true">To add correction line to the answer set as a whole, click on &quot;Add Correction Line&quot; under &quot;Action&quot; drop-down menu. Note: only use this action to add general evaluation to the whole answer set. To correct individual answer, use &quot;Fast Input&quot; action which is explained in the following sections of this tutorial.</details> </section><section class="screenshot">
<h1>Choose suitable correction</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Add.Correction.Line?format=png" /> <details open="true">Choose the correction which fit your intend, then click on &quot;Set Relation&quot;.Then you will be redirected to the answer set page and the general corrections will be added.</details> </section><section class="screenshot">
<h1>Select the answer</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Answer?format=png" /> <details open="true">Read the answers, and click on the answer that you want to correct.</details> </section><section class="screenshot">
<h1>Click on &quot;Fast Input&quot; at the answer page</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.FastInput?format=gif" /> <details open="true">Now you are located at the page of the answer line which you selected.To correct this answer, click on the button &quot;FastInput&quot; on the tool bar.</details> </section><section class="screenshot">
<h1>Choose the suitable correction</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.FastInput.Action?format=gif" /> <details open="true">Now you are directed to the correction line fast input page, choose the suitable corrections (could be multiple), then click on &quot;Add Correction Lines to Answer for Peer Review&quot;.</details> </section><section class="screenshot">
<h1>Add comment to the corrections</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Add.Comment?format=gif" /> <details open="true">Now you are directed to the page to add comment. If you feel that the corrections were too general, you could add comment to the corrections which you choosed. Then, click on &quot;Explain Corrections&quot;.</details> </section><section class="screenshot">
<h1>Click on &quot;Fast Input&quot; at the answer page</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.FastInput?format=png" /> <details open="true">Now you are located at the page of the answer line which you selected.To correct this answer, click on the button &quot;FastInput&quot; on the tool bar.</details> </section><section class="screenshot">
<h1>Choose the suitable correction</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.FastInput.Action?format=png" /> <details open="true">Now you are directed to the correction line fast input page, choose the suitable corrections (could be multiple), then click on &quot;Add Correction Lines to Answer for Peer Review&quot;.</details> </section><section class="screenshot">
<h1>Add comment to the corrections</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Add.Comment?format=png" /> <details open="true">Now you are directed to the page to add comment. If you feel that the corrections were too general, you could add comment to the corrections which you choosed. Then, click on &quot;Explain Corrections&quot;.</details> </section><section class="screenshot">
<h1>Continue with the next answer that need to be corrected</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Next.Question?format=png" /> <details open="true">To continue with the corrections, you could click on the answer set title to go back to the overview of the answers, or click on &quot;next &quot; button on the tool bar to view the next answer.</details> </section><section class="screenshot">
<h1>Click on &quot;Request from Peer Review&quot; to request the answer set</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Request.From.Peer.Review?format=png" /> <details open="true">After you finished correcting all the answers that need to be improved, save your changes, and click on &quot;Request from Peer Review&quot; under the &quot;Action&quot; menu.</details> </section><section class="screenshot">
<h1>Improve your own answer set after peer review</h1> <img type="image/svg+xml" src="http://img.erp5.cn/P-CLOUDIA-Configuration.Questionnaire.HowTo.Assign.Students.Peer.Reviewed.To.Improve?format=png" /> <details open="true">After the peer review process, you could view on the main page, under &quot;My Favourites&quot; menu, there is an option &quot;Peer Reviewed Answer Set to Improve&quot;. Click on this option, you could view and improve your own answer sets.</details> </section>
\ No newline at end of file
......@@ -242,11 +242,13 @@
</item>
<item>
<key> <string>actor</string> </key>
<value> <string>supertristan</string> </value>
<value> <string>klaus.woelfel</string> </value>
</item>
<item>
<key> <string>comment</string> </key>
<value> <string>touched for reconversion</string> </value>
<value>
<none/>
</value>
</item>
<item>
<key> <string>error_message</string> </key>
......@@ -272,7 +274,7 @@
</tuple>
<state>
<tuple>
<float>1468329830.07</float>
<float>1469112379.07</float>
<string>UTC</string>
</tuple>
</state>
......
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