Difference for moving AP/AR transaction to history mode in Great Plain/Dynamic system

In Receivables module, a AR transaction document is moved to ‘history’ status when the said document is fully applied and then the Paid Transaction Removal (PTR) routine is processed (i.e. run “Paid Transaction Removal” Option under “Routines”). It is different from AP, whereas In Payables module, a document is auto moved to ‘history’ status when the said document is fully applied.

Installation of an Open Source Prometeo-ERP System


Although Prometeo-ERP System was a phase-out project for any further development, its follow-up project was Django-ERP. However, Django-ERP is still under development, Its function is not ready, and most features are not ready for public use at this moment. Then, I step back to continue to test Prometeo-ERP System. Prometeo-ERP has already provide many useful features, its public release free version had the following features:

  • Authentication & row-level permission system
  • Notification system
  • Custom widgets & dashboards
  • Taxonomy system
  • File browsing
  • Event calendar
  • User tasks & timesheets
  • CRM (Customer Relationship Management)
  • Products management
  • Stock management
  • Human resources management
  • Sales management
  • Project management
  • Knowledge management
  • DMS (Document Management System)

I installed the Prometeo-ERP system to my Raspberry Pi machine, i.e. free OS, free program tools, free application tools, … Great. It is still worth to study it, and I will show the installation installation in the following

Installation Steps:

1. Checkout sources from the GIT repository:


2. Follow the instructions in the README file as reference.


Make sure you have the following prerequisites installed:

* python >= 2.6 (or 2.7 the public one)

$ pip install python==2.7

* pytz >= 2011h (required)
$ pip install pytz==2011h

* python-markdown >= 2.0 (required)
$ pip install markdown

* xhtml2pdf >= 0.0.3 (required)
$ pip install xhtml2pdf==0.0.3

* icalendar >= 2.2 (required)
$ pip install icalendar==2.2

* django >= 1.3.1 (required)
$ pip install django==1.3.1

* south >= 0.7.3 (optional)
$ pip install south

1. Rename the download folder to “prometeo” (It is necessary).

2. cp settings/base.py.tmpl settings/base.py, and edit several statement as below:

$ vi settings/base.py

# (‘Goldman’, ‘goldman.au168@gmail.com’),


default': {
‘ENGINE': ‘django.db.backends.sqlite3′, # Add ‘postgresql_psycopg2′, ‘postgresql’, ‘mysql’, ‘sqlite3′ or ‘oracle’.
‘NAME': ‘erp.db’, # Or path to database file if using sqlite3.
‘USER': ”, # Not used with sqlite3.
‘PASSWORD': ”, # Not used with sqlite3.
‘HOST': ”, # Set to empty string for localhost. Not used with sqlite3.
‘PORT': ”, # Set to empty string for default. Not used with sqlite3.



# List of installed applications.




3. It’s time to create the DB schema

$ python manage.py syncdb

4. Start the server:

$ python manage.py runserver

5. Test the application via link http://localhost:8000 as screen dump below:



Prometeo-ERP System (An Open Source ERP System)


Recently, I found a open source ERP application project which was developed by python and django framework. Prometeo is absolutely an open-source and free of charge. It is very user friendly and user-oriented, too.


1. Checkout sources from the GIT repository:

git clone https://emanuele.bertoldi@code.google.com/p/prometeo-erp/ prometeo




2. Follow the instructions in the README file from the download.

3. Test the installation at http://localhost:8000 running the development server:

python manage.py runserver

Further Development

This Prometeo-ERP project is no longer maintained nor supported! However, it is succeeded by another project called django ERP, which is still under developing. Its link is –> https://github.com/djangoERPTeam/django-erp

Odoo System Schedule Backup and Restore Database Setup

This module will be work internally as command line interface (for Linux only) through linux crontab to backup and restore database.

  1. Backup database
  2. Restore as database _TEST
  3. Update image (i.e., with test logo) to _TEST

Just install this module, and it should work. Setup schedule time as you need it. Note: Itself, can also be used as scheduler instead of normal scheduler in OpenERP (you will see this backup and restore as one example).


  • Add, Modify, Delete schedule
  • Direct process through command line interface

Setup Procedure

Menu -> Setting/Technical/Scheduler/Crontab Configuration


  1. Crontab Name – name of crontab

  2. Description – more information

  3. Scheduling – crontab scheduling

    3.1 Minute: 0-59

    3.2 Hour: 0-23

    3.3 Day: 1-31

    3.4 Month: 1-12

    3.5 Weekday: 0-6, where 0 = Sunday

  4. Execute Directory – OpenERP’s root path to be used for log file, Temp File, DB Backup File and etc (depends on type of program)

  5. Command – command to run the program in command line interface pattern, require full path.

  6. Active – when True, will create crontab scheduler in OS. When False will delete it.

  7. Status

    7.1 Draft

    7.2 Confirmed

    7.3 Cancelled

  8. Attach File – Additional files, to be used in process (optional)

Note: crontab scheduler will be created only when State = Confirmed and Active = True

Technical Detail

Backup Database Script:

Use script, db_backup.py (written in Python)

 db_backup.py -u -d -p


 ‘/home/buasri/workspace/ecosoft_official_addons/ecosoft-addons/crontab_config/db_backup.py’ -u openerp -d TT -p ‘/home/buasri/workspace/openerp_tt’>>’/home/buasri/workspace/openerp_tt/crontab_oe.log’


  1. Create backup database as _dbbackup-YYYY-MM-DD hh:mm:ss.dmp
  2. Create file oe_db_last_bkup.txt to be used for restoration

Restore Database Process:

Use script, db_restore.py (written in Python)

 db_restore.py -u -d -p

-i id of crontab in OpenERP, from table crontab_config -c id of Company in OpenERP, from table res_company


 ‘/home/buasri/workspace/ecosoft_official_addons/ecosoft-addons/crontab_config/db_restore.py’ -u openerp -d TT_TEST -p ‘/home/buasri/workspace/openerp_tt’>>’/home/buasri/workspace/openerp_tt/crontab_oe.log’


  1. Disconnect database to be restored
  2. Delete database
  3. Create new database
  4. Restore it.
  5. Read attached logo file
  6. Resize logo file
  7. Update logo file

金蝶 K3 ERP系統之操作問題 - 重複打印領料單

问题1. 生产领料单存在同单号打印多次或打印单据领料后单据没有及时审核,此举导致系统库存数量不准。

方案 1) 限制普通PMC员工不能重复打印生产领料单,只准准许PMC主管级以上才能处理第二次的打印工作。

好处: 可以避免PMC员工重复打印生产领料单。


方案 2) 把打印次数也印在生产领料单上,PMC员工可查看此资料而得知此单据是否重复打印,若打印次数为一次,便绝对不会是重复的了,否则,便要小心检查。

好处: 可以提供资料给PMC员工查看打印生产领料单的次数,方便检查是否重复打印;另外,系统编程的技术上应该可以办到。


方案 3) 限制权限,把生产领料单的打印工作设定为PMC主管负责,由专人未检查和打印,可保证单据正确和没有重复。

好处: 标淮的K3功能已经可以设置权限,不需额外编程。


方案 4) 生产领料单的审批工作交由仓务员或仓务主管处理,若遇到重复的单据,他可以在收集物料和审批时检查出是否重复,若重复便不发料,以及通知PMC员工检查修正。

好处: 由仓务员或仓务主管处理审批,可有效避免重复发料;另外,标淮的K3功能已经可以设置权限,不需额外编程。


结论建議:其實,本人认为管控倉庫人員的工作, 已可解決問題,<<方案4>> 的效果會比较其它方案优胜;否則,亦可採用<<方案2>>,修改系統程式來改善問題。


Odoo 企业管理系统操作手册

我尝试这个Odoo企业系统,其功能相当齐全,我打算把其<<即时通讯>>、<<项目管理>>和<<论坛(Forum)>>功能介绍给大家尝试使用,Odoo 企业管理系统操作操作手册如下,供你们參考。

测试Odoo企业系统,请登陆 ..,先选 Database = Demo,然後输入账号 = Demo 和密码 = Demo,如有时间请尝试使用,给予意见。谢谢!


1. 登入,选 Database = test_odoo,然後输入账号和密码 = demo

odoo-oper0 odoo-oper01

2.  即时通讯功能




注: 虽然“绿色” 标示代表有效通讯,但是不表示对方一定会看到留言和回覆,因为对方可能把浏览器关闭,或是未有注意到电脑屏幕,所以若是紧急通讯,还是用电话比较好。


3.  发放群组讯息


步骤2:选择“Whole Company (全公司)” 或 其它群组




4.  项目管理

管理项目是组织活动、计划任务、跟踪问题,记录人力资源成本的组织形式。项目可以分为内部项目(研发活动,加快销售进度),私有项目或者客户参与的项目。 内部用户以项目成员的方式参与到项目中,分享项目的活动讯息。



致於详细的项目管理运作,请參考以下Youtube的电影教材 (暂时只有英语版本):

国内网址:   http://infotechmanagefactory.com/odoo-project-management-training-video/

国外网址:   https://www.youtube.com/watch?v=Ij8IHJCdWkg

5.  Forum论坛管理

我们可用此功能张贴问题,然後等待同事支援,提出和记录解决方法,方便日後在这论坛(Forum) 内搜索。

5.1 选 “Website”


5.2 选 “Forum”



5.3 输入问题或回覆问题





How to Hidden “Manage Databases” Option on Odoo Logon Screen

Because of security control purpose, it is unsafe to publish the whole database management option to public. Hence, I would suggest to change the database management screen from original screen as below Diagram 1 to Diagram 2. To achieve it, you only need to edit the “base.xml” file under …/addons/web/static/src/xml directory as below steps.

Diagram 1manage-db1

Diagram 2manage-db2


Step 1:

#cd /usr/lib/python2.7/site-packages/openerp-8.0_c7d8e97-py2.7.egg/openerp/addons/web/static/src/xml

Step 2:

#vi base.xml

Step 3:

Find the section of <form id =”db_create” … until  … </form>  as below and delete those content:

<form id=”db_create” name=”create_db_form” style=”display: block;”>

<div class=”oe_view_manager oe_view_manager_current”>



And then find the sections of  <form id =”db_drop”… </form>, <form id =”db_restore”… </form>, and <form id =”db_change_password”… </form>, and delete all of them.

Step 4:

Find the following and delete the crossed option:

<t t-name=”DatabaseManager.menu”>

<div class=”oe_secondary_menu_section”>Database Management</div>

<ul class=”oe_secondary_submenu nav nav-pills nav-stacked”>

<li><a href=”#db_create”>Create</a></li>

<li><a href=”#db_duplicate”>Duplicate</a></li>

 <li><a href=”#db_drop”>Drop</a></li>

<li><a href=”#db_backup”>Backup</a></li>

<li><a href=”#db_restore”>Restore</a></li>

<li><a href=”#db_change_password”>Password</a></li>



Hope It is Useful to You.

Odoo Project Management Training Video

Odoo项目管理 (project management) 是组织活动、计划任务、跟踪问题,记录人力资源成本的组织形式。项目可以分为内部项目(研发活动,加快销售进度),私有项目或者客户参与的项目。 内部用户以项目成员的方式参与到项目中,分享项目的活动讯息。



致於详细的项目管理运作,请參考以下英文版的的 Youtube 下载电影教材: