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OpenERP, Subscription and Recurring configure Process

Published in: Business
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  1. 1. Subscription Module By Tiny ERP Private Limited
  2. 2. Agenda <ul><li>Installation
  3. 3. Configuration
  4. 4. General subscription </li><ul><li>Subscription </li></ul><li>Accounting subscription </li><ul><li>Recurring </li></ul><li>Conclusion </li></ul>
  5. 5. Installation <ul><li>Install subscription module </li></ul>
  6. 6. Access subscription <ul><li>Configure document type first and based on that you can configure subscription </li></ul>
  7. 7. Configuration <ul><li>Configuration Document Type </li><ul><li>Definition for new record created through subscription
  8. 8. For Invoice we have to create a subscription on account.invoice model
  9. 9. Need to define, which fields have a new values for new record </li><ul><li>Ex. create date, due date for invoice </li></ul></ul><li>Configure subscription </li><ul><li>Daily, weekly or monthly subscription can be configure for n times or infinite days </li></ul></ul>
  10. 10. <ul>Document Type </ul><ul><li>Create document type to create a automatic invoice with current date </li></ul>
  11. 11. Invoice Subscription
  12. 12. New Invoice – after 1 month <ul><li>When you see after one month on the same date same time, you will get created invoice </li></ul>
  13. 13. List of Invoices – after 1 month <ul><li>The last invoice in the list is created from subscription process. </li></ul>
  14. 14. Subscription & Account Recurring <ul><li>Subscription </li><ul><li>Used to create a subscription for any model
  15. 15. Very much useful for Automatic Bill Generation with few customization </li></ul><li>Account Recurring </li><ul><li>Used for special purpose, related to the accounting entries
  16. 16. Useful for prepaid accounting entries – prepaid cheques, of ESC </li></ul></ul>
  17. 17. Define Recurring Model
  18. 18. Create Recurring
  19. 19. Periodical Processing <ul><li>Run recurring every month
  20. 20. Here I select 1/09/2010 will create a recurring entry in 1/08/2010 </li></ul>
  21. 21. Recurring after 1 st Periodical Process
  22. 22. Accounting Entry
  23. 23. <ul>Conclusion </ul><ul><li>Subscription & Recurring both are easy to configure
  24. 24. For accounting entries Recurring is preferable
  25. 25. For rest of the other subscription is good
  26. 26. Subscription is fully automatize as its based on the Scheduled Action, while Recurring required periodical process to be execute manually </li></ul>
  27. 27.