┌──────────────┬─────────────────────────────┬──────────────┬───────────────┬┬┐ │Level: │Undergraduate / Graduate │Duration: │8 x 3 hours │││ ├──────────────┼─────────────────────────────┼──────────────┼───────────────┼┼┤ │Technical │Internet connexion with │ │Jean-Paul │││ │requirements: │standard compliant webbrowser│Contributors: │Smets, Jacques │││ │ │ │ │Honoré │││ ├──────────────┴─────────────────────────────┴──────────────┴───────────────┴┴┤ │Description: │ │ │ │ • The first goal is to teach universal workflows in companies. By doing so,│ │ students will be able to understand fundamentals of how companies are │ │ organized and how ERP systems help companies to improve their performance│ │ by managing their business process. │ │ • The second goal is observe how workflows are implemented in an ERP. For │ │ this we will use ERP5 instances delivered through SlapOS to each student │ │ of this lesson. Students will then be able to practice each workflow as │ │ company staff do everyday. │ │ • The third goal is to use information available in ERP/CRM/DMS systems and│ │ learn how to produce useful reports. This is performed through an │ │ introduction to Data Mining. │ │ • The fourth goal is to teach how to configure and ERP through the │ │ definition of so-called categories. Since the configuration is made │ │ through a spreadsheet, no programming skills are needed and the focus is │ │ kept on management and organization rather than on technical details. │ ├───────────────────────────────────────────────────────────────────────────┬┬┤ │Introduction │││ │ │││ │[P-OSOE-ERP] │││ │ │││ │ • Introduction to ERP and Data Mining Lecture │││ │ • Introduction to ERPs │││ │ • Request one ERP5 on SlapOS │││ │ • Install ERP5 Configurator (Minimal Setup) │││ │ • Configure your instance using ERP5 Configurator │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 1: Carreers and assignments │││ │ │││ │[P-OSOE-Car] │││ │ │││ │ • Presentation of Careers and Assignments │││ │ • Tutorial 1: How to create persons │││ │ • Tutorial 2: How to create Organisations │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Sessions 2: CRM Events │││ │ │││ │[P-OSOE-Eve] │││ │ │││ │ • Presentation of incoming and outgoing events │││ │ • Tutorial 1: Linking persons and organisations │││ │ • Tutorial 2: How to create Events in campaigns │││ │ • Tutorial 3: How to post outgoing events │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 3: CRM Tickets and Campaigns │││ │ │││ │[P-OSOE-Tic] │││ │ │││ │ • Presentation of Tickets and Campaigns │││ │ • Tutorial 1: How to create campaigns │││ │ • Tutorial 2: How to request someone to post │││ │ • Tutorial 3: How to process incoming events │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 4: Sales Orders │││ │ │││ │[P-OSOE-Ord] │││ │ │││ │ • Presentation of sales order and products │││ │ • Tutorial 1: How to create products │││ │ • Tutorial 2: How to create Trade Conditions │││ │ • Tutorial 3: How to create Sales Orders │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 5: Sales Packing Lists │││ │ │││ │[P-OSOE-Pac] │││ │ │││ │ • Presentation of Packing Lists │││ │ • Tutorial 1: How to manage packing lists │││ │ • Tutorial 2: How to manage invoices │││ │ • Tutorial 3: How to create a payment │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 6: IFRS Accounting │││ │ │││ │[P-OSOE-Acc] │││ │ │││ │ • Accounting for mathematicians │││ │ • Tutorial 1: How to create purchase invoice transaction │││ │ • Tutorial 2: How to create accounting report │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 7: Document Management │││ │ │││ │ • Presentation of document management │││ │ • Tutorial 1: How to manage document versioning │││ │ • Tutorial 2: How to translate a document │││ │ • Tutorial 3: How to link a document to a record in ERP5 │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 8: Data Mining │││ │ │││ │[P-OSOE-Ope] │││ │ │││ │ • Presentation: Data Mining Using Open Source Tools │││ │ • Tutorial: Order Prediction with the R language using ERP5 │││ │ • Support document: Introduction to Python │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Evaluation │││ │ │││ │ • Evaluation Document │││ │ • Evaluation Spreadsheet Sample │││ │ • Evaluation Spreadsheet Template │││ └───────────────────────────────────────────────────────────────────────────┴┴┘