┌──────────────┬─────────────────────────────┬──────────────┬───────────────┬┬┐ │Level: │Undergraduate / Graduate │Duration: │8 x 3 hours │││ ├──────────────┼─────────────────────────────┼──────────────┼───────────────┼┼┤ │ │ │ │Jean-Paul │││ │Technical │Internet connection with │ │Smets, Jacques │││ │requirements: │standard compliant web │Contributors: │Honoré, │││ │ │browser │ │Klaus Wölfel, │││ │ │ │ │Jingjing Xu │││ ├──────────────┴─────────────────────────────┴──────────────┴───────────────┴┴┤ │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 to 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 teach how to perform an initial consulting process │ │ for an ERP implementation. We will use an online questionnaire with the │ │ most important questions to ask to a company during this process. The │ │ objective of the questionnaire is to identify those business processes │ │ which are not successful enough and which can be improved using an ERP. │ │ The objective is to understand how to set the priorities for an ERP │ │ implementation. │ │ • The fourth goal is to teach how to configure an 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. │ ├─────────────────────────────────────────────────────────────────────────────┤ │Before you start: │ │ │ │There are two Versions of the course. The standard way to do the course is by│ │following the Virtual Machine Variant. The alternate version of the course is│ │based on a link to an online instance of ERP5. Before you proceed further │ │make sure you read this link to understand which version applies to you. This│ │link will also teach you about the Evaluation of the course and how to use │ │the FAQ and Forum. │ │ │ │ • Important note for students ! │ ├──────────────┬─────────────────────────────┬──────────────┬───────────────┬┬┤ ├──────────────┴─────────────────────────────┴──────────────┴───────────────┴┴┤ │For Questions or Problems: │ │ │ │ • Class FAQ: Read this before asking any question to the forum. │ │ • Class Forum: Ask questions to the forum if you get into trouble and the │ │ FAQ did not provide an answer. │ ├───────────────────────────────────────────────────────────────────────────┬┬┤ │Preparations A: Virtual Machine Course Variant │││ │ │││ │ • Tutorial: How to install and use the ERP5 Virtual Machine (Presentation│││ │ ) (Chapter View) │││ │ │││ │Preparations B: Online Instance Course Variant │││ │ │││ │Only if you have got a link for an online ERP5 Instance and if you have │││ │been specifically told do the Online Instace Course Variant. │││ │ │││ │ • Tutorial: Configure your instance using ERP5 Configurator (Presentation│││ │ ) (Chapter View) │││ │ │││ │Introduction │││ │ │││ │[P-OSOE-ERP] │││ │ │││ │ • Presentation: Class Overview (Presentation) (Chapter View) │││ │ • Presentation: Introduction to ERPs (Presentation) (Chapter View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 1: Careers and Assignments │││ │ │││ │[P-OSOE-Car] │││ │ │││ │ • Presentation: Careers and Assignments (Presentation) (Chapter View) │││ │ • Tutorial 0: How to access ERP5 Modern User Interface (Presentation) ( │││ │ Chapter View) │││ │ • Tutorial 1: How to create Persons (Presentation) (Chapter View) │││ │ • Tutorial 2: How to create new User (Presentation) (Chapter View) │││ │ • Tutorial 3: How to create Organisations (Presentation) (Chapter View) │││ │ • Tutorial 4: How to create Bank Accounts (Presentation) (Chapter View) │││ │ • Tutorial 5: Linking Persons and Organisations (Presentation) (Chapter │││ │ View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 2: CRM Tickets and Events │││ │ │││ │[P-OSOE-Eve] │││ │ │││ │ • Presentation: Incoming and outgoing Events (Presentation) (Chapter View│││ │ ) │││ │ • Presentation: Tickets and Campaigns (Presentation) (Chapter View) │││ │ • Tutorial 1: How to create Campaigns (Presentation) (Chapter View) │││ │ • Tutorial 2: How to create Events in Campaigns (Presentation) (Chapter │││ │ View) │││ │ • Tutorial 3: How to post outgoing Events (Presentation) (Chapter View) │││ │ • Tutorial 4: How to process incoming Events (Presentation) (Chapter View│││ │ ) │││ │ • Tutorial 5: How to manage Support Requests (Presentation) (Chapter View│││ │ ) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 3: Sale Orders │││ │ │││ │[P-OSOE-Ord] │││ │ │││ │ • Presentation: Sale Orders and Products (Presentation) (Chapter View) │││ │ • Tutorial 1: How to create Products (Presentation) (Chapter View) │││ │ • Tutorial 2: How to create Trade Conditions (Presentation) (Chapter View│││ │ ) │││ │ • Tutorial 3: How to create Sale Orders (Presentation) (Chapter View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 4: Sale Packing Lists │││ │ │││ │[P-OSOE-Pac] │││ │ │││ │ • Presentation: Packing Lists (Presentation) (Chapter View) │││ │ • Tutorial 1: How to manage Packing Lists (Presentation) (Chapter View) │││ │ • Tutorial 2: How to manage Invoices (Presentation) (Chapter View) │││ │ • Tutorial 3: How to create a Payment (Presentation) (Chapter View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 5: IFRS Accounting │││ │ │││ │[P-OSOE-Accountin] │││ │ │││ │ • Presentation: Accounting for mathematicians (Presentation) (Chapter │││ │ View) │││ │ • Tutorial 1: How to create Invoice Transaction from Scratch ( │││ │ Presentation) (Chapter View) │││ │ • Tutorial 2: How to create Accounting Report (Presentation) (Chapter │││ │ View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 6: Document Management │││ │ │││ │[user-Howto] │││ │ │││ │ • Tutorial: How to manage document (Presentation) (Chapter View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Session 7: ERP Consulting and Configuration │││ │ │││ │[P-CLOUDIA-] │││ │ │││ │ • Presentation: Consulting and Configuration Questionnaire (Presentation)│││ │ (Chapter View) │││ │ • How to fill the Configuration Questionnaire and improve the Answer Set │││ │ (Presentation) (Chapter View) │││ │ • How to evaluate the answers from the interview ( read before you │││ │ interview the company) (Presentation) (Chapter View) │││ │ • How to fill the Category Spreadsheet (Presentation) (Chapter View) │││ │ │││ │━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━│││ │ │││ │Case Study: Zawee Fashion Shop │││ │ │││ │ • Zawee ERP5 Implementation Success Case │││ │ • Case Study Interview │││ │ • Case Study Spreadsheet Sample │││ │ │││ │Evaluation │││ │ │││ │ • Evaluation Online Questionnaire (Register) │││ │ • How to add partner to your answer set (Presentation) (Chapter View) │││ │ • Questionnaire Export │││ │ • Questionnaire Graph │││ │ • Evaluation Spreadsheet Sample │││ │ • Evaluation Spreadsheet Template │││ │ │││ │Peer Review │││ │ │││ │ • How to conduct a peer review (Presentation) (Chapter View) │││ │ • Peer Review Checklist │││ │ │││ │Professor Handbook │││ │ │││ │[CLOUDIA-Qu] │││ │ │││ │ • How to correct the Online Questionnaire (Presentation) (Chapter View) │││ │ • How to assign students as peer reviewers (Presentation) (Chapter View) │││ │ • ERP Class Planning │││ │ • Telecom Bretagne ERP Class Planning (Presentation) │││ 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