How to Add Organisations
Photo of the building of Z Company by OSOE Project.
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.
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Agenda
• How to create an organisation
• How to validate the organisation
• How to check the creation
Now you know how to create the related organisation of a person when he/she is
created. But we can also use the organisation creation function which is
independent from the person creation function, but which is quite similar to
the person creation process, to create and manage organisations in ERP5.
As we have seen from the previous tutorial, in ERP5, the creation of
organisation is the premise to the creation of person. Organisations are really
important because people are linked to them. For example, when you sell a
product or a service to a person, you indirectly sell it to his/her
organisation. The organisation creation function is also very practical because
of the attributes you are going to define the different organisations with:
sometimes you might be looking for specific types of organisations, for
instance, press agencies when you have an announcement to make. Now this is
really easy with ERP5, just search for the organisations you defined as press
agencies. You can also go deeper into details: you might be looking for
American press agencies if the product you want to communicate about is
exclusively targeting the US market, then search in ERP5 for your American
press agencies...
Now, let's see how you can create and define an organisation with the help of
ERP5.
openAndWait ${base_url}/Zuite_setUpOrganisationTest
verifyTextPresent Init Ok
waitForElementPresent //a[contains(text(), "Z Company")]
click //a[contains(text(), "Z Company")]
Example
Add organisation in ERP5 example: Z Company
This tutorial continues with the example of the organisation "Z Company", which
is our client.
Click on the “New” tab
Add organisation: Click on the 'New' tab
From the ERP5 home page you have reached after login, click on “New”on the
sidebar, you will see the base area on the left. The base area gathers the
person, organisation and currency creation functions. To create a new
organisation, you would just click on the link called "Organisations". But
since we already created the Z Company when adding the Person John Doe in the
tutorial "How to create Persons", we will go to the "Modules" on the
sidebar instead to find our existing client "Z Company" and fill the details.
waitForElementPresent //p[@id="field_my_title"]
click //input[@name="editable"]
Click on the "Browse" tab
Check organisation creation: Browse the 'Organisations' database
Click on the "Modules" on the sidebar and then on "Organisations" to find our
client Z Company.
Click on "Z Company"
Check organisation creation (3): Check the organisation's line
You will find our client Z Company in the Organisation Module. Click on the
line to open the organisation.
Fill the “view” tab and save
Add organisations: Fill the 'View' page and save
You will now be led to the details page of the Z Company page which has
existed. As you can see, there are many fields to fill, which allow you to be
really precise about the different organisations stored in ERP5. You just have
to enter its detail information and then save it.
Summary: we had created a person named John Doh, who is the marketing manager
of Z Company, one of VIFIB clients. If you remember well, the organisation Z
Company had been created directly through the person creation module (cf. “How
to add people” tutorial) by "Add Organisation", but had not been taken care of.
Now we are going to enter some details in "view" tab about the organisation Z
Company: Z Company Ltd is an international electricity supplier, which has been
using the services of VIFIB for quite a long time as a client. Here is the
address of the Company: 12 Zorro Street, 93210 Beverly Hills.
After you have filled the “view” tab, save the data by clicking on "Save".
But please note that the organisations can also be created through the
organisation creation module from the New tab in ERP5 home page sidebar, as you
have seen in the previous tutorial “How to add people”.
waitForElementPresent //input[@name="field_my_title"]
type //input[@name="field_my_title"] Z Company
type //input[@name="field_my_corporate_name"] Z Company
select //select[@name="subfield_field_my_role_list_default:list"] Client
select //select[@name="field_my_function"] Sales
type //textarea[@name="field_my_default_address_street_address"] 12 Zorro Street
type //input[@name="field_my_default_address_city"] Beverly Hills
type //input[@name="field_my_default_address_zip_code"] 90210
select //select[@name="field_my_default_address_region"] Brazil
type //input[@name="field_my_default_email_coordinate_text"] info@zcompany.com
type //input[@name= +55(0)22 2222
"field_default_telephone_my_default_telephone_coordinate_text"] 2222
Fill the "Details" tab
Add organisations: Fill the 'Details' tab
In "Details" tab, you can fill in the details and save the changes.
About the other tabs
Add organisations: Other tabs in the 'Details' page
Similar to creating people, there are some tabs that will automatically be
updated by ERP5, such as “Transactions”, “Financial informations” and
“Documents”. The application will update those tabs whenever necessary, for
example, to trace a transaction that occurred between VIFIB and the client Z
Company.
When you have entered all information of the created company and saved it, it
is time to validate the organisation, which works exactly the same way as
person's validation.
How to Validate an Organisation (1)
Validate new organisation (1): Click on the 'Action' tab
Click on the “Actions”.
How to Validate an Organisation (2)
Validate new organisation (2): Click on 'Validate'
Click on the“Validate”.
How to Validate an Organisation (3)
Validate new organisation (3): Check the update status
Check the update status.
When everything has been done correctly (i.e. you have entered the data, saved
and validated the organisation you created), it is time to check that Z Company
appears in the organisation list of ERP5. Once again, this works the same way
as for creating a person.
verifyText //p[@id="field_my_translated_validation_state_title"] Validated
How to Check the Creation (1)
Check organisation creation (1): Click on the 'Modules' tab
To check the new organisation, you will have to navigate to the list of
existing organisations.
Click on the “Modules”on the sidebar and click on “organisations”, this will
lead you to the organisations' list.
How to Check the Creation (2)
Check organisation creation (2): Check the organisation's line
The final step is to check that Z Company is on the list. We can see that the
creation was successful because Z Company has been added to the list. If you
want to see or modify the details of any organisation, just click on its line
to open its dedicated page.
waitForElementPresent //a[contains(text(), "Z Company")]
Use "Modules" tab
Check organisation creation: Browse the 'Organisations' database
You can use the "Modules" tab in the home page sidebar to check the
“Currencies”, “Organisations” and“Persons”stored in your ERP5 database. Just
click on the related name under the “Base”module.
Login As Manager
Wait for activities
openAndWait ${base_url}/Zuite_tearDownOrganisationTest
verifyTextPresent Clean Ok