Upload
odoo
View
1.183
Download
0
Tags:
Embed Size (px)
Citation preview
www.unamur.be
What are the benefits of OpenERP’s modularity for the University of Namur?
François DegravePhD in Computer Science
Responsible for software architecture
www.unamur.be
Context
● Finance: Software developed internally (80's)– Last major changes in 1992
• Outdated technology, servers, architecture...
● Education: developed internally in 1999● Plans for a merger of universities in 2008
– Freeze of any new development !– Common projects with the other partners
● The merger failed in Dec. 2010● Catch up on lost time !
www.unamur.be
Requirements
● More integrated approach● More participation of users● Larger an extensible functional scope
– Accounting, purchases, sales, budgets– Education management– ...
● Short delay : – 01/01/2013 for finance
– 2013/2014 academic year for education
www.unamur.be
Why OpenERP?
● FOSS philosophy– Control over our data– Advanced adaptations for specific usages
● Major actor in open source ERP software● Belgian editor● Many active partners
www.unamur.be
Timeline
● Education offer: 10/2012● Accounting, sales, purchases: 01/2013● Student registrations: 03/2013● Budget monitoring: 04/2013● Student registrations payments: 06/2013● Student social funding: 07/2013● Student careers: 09/2013● ...
www.unamur.be
OpenERP modules
Shared objects academic years, identities, entities...
noe_utilsLDAP, encryption
noe_login
Education managementOffer, registrations, student careers
noe_eduAccounting and sales adaptations
noe_accountPurchases adaptations
noe_purchase
Financial aspects of education
noe_edu_account
www.unamur.be
OpenERP modules
● Dependencies:– OpenERP: account, purchase, l10n_be– Noviat: CODA import, payments– Syleam: JasperReport (for all reporting)
● No need to modify/patch the existing code (server or modules)– Except monkey patch :-)
www.unamur.be
Finance
● Adaptations of existing modules
● Analysis with a partner– Strong knowledge of standard processes and “best
practices” in finance and ERPs
● Implemented and deployed by us
Analysis Implementation Deployment
www.unamur.be
Finance: main functionalities
● Budget management– Use of budget accounts– Actual vs committed amounts
www.unamur.be
Finance: main functionalities● Multiple business entities
– Budget responsibility– Sales / Purchases approval process– Different rights for budget/purchase
● Heavy adaptations of analytic accounts
www.unamur.be
Finance: main functionalities● VAT computation
– Deductible, not deductible, pro-rata, not taxable
– Can be different for each invoice line...
– Taxes are supported by the entities● Advances on expenses
– Help for complex process
– Many moves, statements and reconciles involved● Internal invoices
– Simplified invoices between departments
– Particular accounts for internal transfers
www.unamur.be
Finance: success!● Learning curve was fast● Many improvements vs. legacy system
– Coda, payments
– Decentralized processes
– Much less file transfers between entities
– Real-time follow-up for budget managers● Successfully revised by company auditors !!
– Approbation processes of documents
– Trustworthiness of the figures
www.unamur.be
Finance: some figures● ~16,000 invoices, on avg. >600/week
– Students excluded (~10,000 a year)
● ~150,000 journal items, on avg. >5700/week● ~2,000 purchase orders
www.unamur.be
Education● From scratch!● Different development methodology
● Completely separated project, same OpenERP instance
● All by ourselves
AnalysisDesign
Implementation
Specific subject Validation
Customer's requirements
Workshop
www.unamur.be
Education: offer● Many different objects
– Programs, reforms
– Courses, subjects groups, allocations
– Teachers ( Identity User)→ →● Many different access rights
– Secretaries for each faculty
– Teachers (own courses only)
– Education administrators
– Assignment managers● Multiple languages● Web publication
www.unamur.be
Education: offer
www.unamur.be
Education: registrations● Encoding of >6,000 applications / year (growing)
– Particular stress on speed and responsiveness!● Track all the required documents to claim/produce
– Depending on each student profile
– >10 documents / student
– Parametric “ rule engine” for documents/claims
Growing use of e-mails
– 18,000 sheets of paper spared in the last 2 days !
– Uncountable hours spared...
www.unamur.be
Education: registrations
www.unamur.be
Edu.: registrations accounting
● ~10,000 invoices (6,000 in Sept, 4,000 in July) ● Amount depends on
– Registration type
– Student profile
– Students funding● Parametric “payment rules engine”
– Automatic generation of invoices● Much time spared
– Invoices sent by e-mail
– Automatic reconciliations
noe_edu noe_account
noe_edu_account
www.unamur.be
Edu.: registrations accounting
www.unamur.be
Education: student career● Students custom programs and exams
– Constraints● Exam sessions and registrations● Successes, failures, automatic re-registrations,...
– Very complex and time-consuming
– Automate everything possible !● Ongoing developments, due in September 2013
www.unamur.be
Education: student career
www.unamur.be
Ongoing and future work
● Students fundings and loans– Ongoing work, subcontracted to Audaxis
● Many requirements coming everyday!– New functionalities in existing modules
– Points of sales• Books stores
• Central store of office supplies
– Student housing management
– Assets management
– ...
www.unamur.be
Ongoing and future work
● Technical stuff– Testing framework
– Migrations...
www.unamur.be
OpenERP modularity...
● ...allowed us to:– Work on different aspects with separated teams– Start the applications at different moments in the
same instance– Link the different aspects afterwards through new
modules– Cleanly re-use and modify existing modules– Subcontract the creation of new modules