by <ahref="http://www.osoe-project.org/contact">OSOE Team</a>.
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<p>In this tutorial you will learn how to link people and organisations. You might have noticed in the previous tutorials that persons and organisations are very important in ERP5, because they are the core of your business.</p><p>We have already showed you how to link people to his/her organisation through the person creation process, but now we will examine some of the details in depth to show you how you can link a person to an existing organisation or to a new organisation. As we have used VIFIB example to created a person and an organisation in the previous two tutorials, now we will continue using those two entities to explain how to link them together.</p>
<p>In this tutorial you will learn how to link people and organisations. You might have noticed in the previous tutorials that persons and organisations are very important in ERP5, because they are the core of your business.</p><p>We have already showed you how to link people to his/her organisation through the person creation process, but now we will examine some of the details in depth to show you how to link a person to an existing organisation or to a new organisation. As we have used the VIFIB example to create a person and an organisation in the previous two tutorials, now we will continue using those two entities to explain how to link them together.</p>
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<h1>Example</h1>
<imgtitle="Link people to organisations example: John Scott Doh and Z Company"alt="Link people to organisations example: John Scott Doh and Z Company"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Organisations.Example.John.Scott.Doh.Z.Company?format=png">
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<p>As we have created a person and an organisation in the first two tutorials, we are now going to use those two entities to explain how to link them together.</p>
<p>We have already created a person and an organisation in the first two tutorials. Now, we are going to use those two entities to explain how to link them together.</p>
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<h1>Go to the person's page (1) From ERP5 home menu</h1>
<imgtitle="Browse the 'Persons' database to reach the person's page"type="image/svg+xml"src="http://img.erp5.cn/user-Howto.Add.People.Check.Creation.Browse.Persons.Base.Screenshot?format=png"alt="Browse the 'Persons' database to reach the person's page">
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<p>First, you need to go to the page of the person you want to link to the existing organisation. You can reach this page by browsing people from the home menu of ERP5 Express, or by clicking on “persons” in the “ERP5 modules” item list.</p><p>Click on “ERP5” on the bread crumb => Click on the “browse” tab => Click on "Persons"</p>
<p>First, you need to go to the page of the person you want to link to the existing organisation. You can find this page through the "Browser" option from the home menu, or by clicking on “persons” in the “ERP5 modules” item list.</p><p>Click on “ERP5” on the bread crumb => Click on the “browse” tab => Click on "Persons"</p>
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<h1>Go to the person's page (2)</h1>
<imgtype="image/svg+xml"title="Click on person's line to reach person's page"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Persons.Line?format=png"alt="Click on person's line to reach person's page">
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<p>Click on the line representing the person who's details you want to browse.</p><p>In our case, simply click on the line “John Doh”. Then you will reach the page of John Doh.If you don't see that line, please search for the person by typing "%John Doh%" in the tab "Usual Name" (You can use Fuzzy Enquiry method in ERP5 base data list page to search for any information you need). After you press the enter buttom on the keyborad, the line of John Doh will appear if you have created the person correctly according to the previous tutorial "How to create Persons"</p>
<p>Click on the line with person´s name, who's details you wish to browse.</p><p>In our case, simply click on the line “John Doe”. Then you will reach the page of John Doe.If you don't see that line, please search for the person by typing "%John Doe%" in the tab "Usual Name" (You can use Fuzzy Enquiry method in ERP5 base data list page to search for any information you need). After you press the enter button, the line of John Doe will appear if you have created the person correctly according to the previous tutorial "How to create Persons"</p>
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<h1>Click on the "wheel"</h1>
<imgtype="image/svg+xml"title="Set relation: Click on the 'wheel'"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Set.Relation.Click.Wheel?format=png"alt="Set relation: Click on the 'wheel'">
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<p>Now you should have landed on John Doh's View page, from which we are going to set a relation between him and his company which has been created, Z Company, as described in the introduction of this tutorial.</p><p>Just next to the “organisation” field, you can see a wheel. This is the tool in ERP5 which allows you to set relations between different items. Here you use the wheel to link a person to an organisation that has been previously created in ERP5. So just click on this wheel, then it will open a list of all existing organisations.In our example, we want to link John Doh to Z Company, we have opened the page of John Doh, now after we click on the wheel, we can see the different existing organisations (as shown in the following screenshot), and then choose Z Company that John Doh should be linked to.</p>
<p>Now you should have landed on John Doh's View page, from which we are going to set a relation between him and his company "Z Company", which we already created in the previous tutorial.</p><p>Just next to the “organisation” field, you can see a wheel. This is the tool in ERP5 which allows you to set relations between different items. Here you use the wheel to link a person to an organisation that has been previously created in ERP5. So just click on this wheel, then it will open a list of all existing organisations.In our example, we want to link John Doe to Z Company, we have opened the page of John Doe, now after we click on the wheel, we can see the different existing organisations (as shown in the following screenshot), and then choose Z Company that John Doe should be linked to.</p>
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<p>Here are three points you need to pay attention to in this step</p><p>
<strong>(1)Choose the appropriate organisation:</strong>
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Once the list of organisations is open, select the organisation you want to link the person with by checking the box on the left of the screen, in front of the appropriate organisation.
</p><p>In our example, we want to link John Doh to Z Company, so we check the box on the left of Z Company, as you can see on the screen shot.</p><p>
Once the list of organisations is open, select the organisation you want to link the person with by checking the box on the left of the screen, in front of the appropriate organisation name.
</p><p>In our example, we want to link John Doe to Z Company, so we check the box on the left of Z Company, as you can see in the screenshot.</p><p>
<strong>(2)Set relation:</strong>
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When the appropriate box is checked, click the “set relation” button. This will link the person to the selected organisation, and lead you back to the person's details and save the data.
</p><p>In our example, when the box next to Z Company has been checked, we can press the "set relation" button, which will link John Doh to Z Organisation, lead us back to John's page, and save the operation.</p><p>
</p><p>In our example, when the box next to Z Company has been checked, we can press the "set relation" button, which will link John Doe to Z Organisation, leading us back to John's page, and saving the operation.</p><p>
<strong>(3)Check the "plane" icon:</strong>
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After you have set the relation, the "wheel" icon will change to a "plane" icon (as you can see in the following screen shot), which meens that you have set a relation between two items in ERP5, and this "plane" icon can lead you to the related subject. In our example, once the "wheel" turns into the "plane", John Doh is related to Z Company, and then you can check the relation by clicking on the "plane" to go to the page of Z Company.
After you have set the relation, the "wheel" icon will change to a "plane" icon (as you can see in the following screenshot), which meens that you have set a relation between two items in ERP5, and this "plane" icon can lead you to the related subject. In our example, once the "wheel" turns into the "plane", John Doe is linked to Z Company, and then you can check the relation by clicking on the "plane" to go to the page of Z Company.
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<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.Existing.Organisations.Check.Relation.1.Click.Plane?format=png"title="Check relation: Click on the 'plane'"alt="Check relation: Click on the 'plane'">
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<p>Now that the relation is set, we will check that the operation worked correctly. To do this, go to the appropriate organisation's page, and make sure that the person is related to it.</p><p>To go to the organisation's page, you can either use one of the methods you learned in the previous tutorials (eg, browse the base data in the ERP5 home page, or use the “ERP5 Modules” item list on top of the page), or use this new method - the "plane"</p>
<p>In our example, now that we have set the relation between John Doh and Z Company, in John Doh's page, we can click on the “plane” icon next to his organisation Z Company, which opens the View page of Z Company.</p>
<p>In our example, now that we have set the relation between John Doe and Z Company, on John Doe's page, we can click on the “plane” icon next to his organisation Z Company, which opens the view page of Z Company.</p>
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<strong>2. Check on the linked person's information line.</strong>
</p><p>Check on the bottom of the organisation's page you have just reached and then click on the line of the appropriate person who has been linked to it. In our example, on the bottom of the page of Z Company, we can see the line “John Doh”with his basic information. This line confirms that John Doh has been linked to his company Z Company, as a Marketing Manager.</p>
</p><p>Check on the bottom of the organisation's page you have just reached and then click on the line of the appropriate person who has been linked to it. In our example, on the bottom of the page of Z Company, we can see the line “John Doe”with his basic information. This line confirms that John Doe has been linked to his company Z Company, as a Marketing Manager.</p>
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<h1>Go to the person's page</h1>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.New.Organisations.Go.To.Persons.Page?format=png"alt="Set relation: go to person's page"title="Set relation: go to person's page">
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<p>First you need to go the View page of the person you want to link to the organisation.</p>
<p>First you need to search the person you want to link to the organisation, using the Biew page.</p>
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<h1>Type the organisation's name</h1>
<imgtype="image/svg+xml"src="http://img.erp5.cn/user-Howto.Link.People.To.New.Organisations.Type.Organisations.Name.And.Save?format=png"alt="Set relation: type new organisation's name and save"title="Set relation: type new organisation's name and save">
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<p>Once have created the person Lei XU, just type the name of his/her organisation in the “organisation” field. When you are ready, click the save button on the right of the screen.</p>
<p>Once Lei XU is created, just type the name of his/her organisation in the “organisation” field. When you are ready, click the save button on the right of the screen.</p>
