Telechargé par Muḥend Belqasem

Réseaux osicla, messagerie et communication sur ERP ENIEM

Social Network
The Social Networking module provides unified social network abstraction layers allowing
applications to display a complete communication history on documents with a fullyintegrated email and message management system. It enables the user to read and send a
message as well as e-mails , it also provides a feeds page combine to a subscription
mechanism that allows to follow documents and to be constantly updated about recent news.
Recent research shows that we spend 61 % of our professional time either reading and
answering email, searching and gathering information or communicating and collaborating
Tools that focalize on these activities and integrate them into the regular business processes
enrich and enhance users’ productivity. That is exactly why we brought the Business Apps
and social networking together.
The Social Network App is based on the OpenChatter engine and has the following main
facilitates conversations with internal users or external ones (customers, suppliers,etc),
joining the power of instant messaging with standard emails ,
organise groups of discussions, an alternative to traditional mailing lists,
extends the breadth of these conversations to incorporate discussions around and about
business documents,
incorporates a subscription system to any business event, generating notifications,
displays all the messages and notifications in a threaded manner on the user’s unified
feeds page.
Start with the fresh demo database and install mail module. You will find the Messaging
menu like following figure:
Main Messaging menu
The conversation feature
OpenChatter provides a simple communication tool to discuss amongst colleagues or external
contacts, either with an individual or with a group. Two mechanisms are provided to discuss
or exchange documents, a real time chat or an asynchronous messaging that provides an
alternative to e-mails.
You can send messages to internal users or external contacts like customers and suppliers.
The email gateway converts automatically incoming e-mails to clean messages in your wall
and messages you write to an external contact to an outgoing mail.
You can see 2 options on the main page , Compose a new message or Write to my followers.
Compose a new message
This button helps for sending an e-mail ,to the customer,supplier etc.. For example admin user
send an e-mail to demo user , figure of compose a new message in OpenERP seems like
Compose a new e-mail
You can also attach files that you want to send.
Now after sending an e-mail to demo user , when demo user login, he can see that mail on his
wall, it seems like following figure.
Receive mail from Admin user
Write to my followers
From this option, you can send messages to internal users or external contacts like customers
and suppliers. This is possible by adding followers.
For that, first you have to install contacts module from Settings ‣ Modules. This module
gives you a quick view of your address book, accessible from your home page. You can track
your suppliers, customers and other contacts.
Here are the different mechanisms to become a follower in OpenERP v7:
1. The Follow button on documents. Go to Messaging ‣ Organiser ‣ Contacts , open the
Demo user from, at the right side below the form , you can see the button Following.
If you click on it , Administrator will add in to follower list of Demo User. The figure
seems like following :
Following button
2. you can invite partners to become followers of a document by clicking on the Add
Others link below the Following button. If you click on that , you will see the
invitation message like following figure:
Invite to a Partner
3. the creator of a document is automatically added in the followers.
Now go to the Messaging menu , and now click on link Write to my followers. you will find
the figure like following:
Message sending to followers
Now when you login as Demo user , you will find the above message in the wall of demo
user. It seems like following figure:
Demo user receive message
You can also attache file with this message.
Join a Group
Discussions can be organised into groups. You can create groups of discussions for any
purpose. You can create a group from menu Messaging ‣ My Groups ‣ Join a Group and click
on Create.
Create a new group
You can configure the privacy of each group as :
Public: everyone can see messages related to this group, including your customers
and/or suppliers through their portal, e.g Company News, Jobs , Next Events , etc.
Private: only followers of this group can see the messages. In order to become a
follower, you need to be invited by an existing follower , e.g Board Members, HR ,
Private Customer Project , etc.
Selected Groups Only: allows to select groups of users (like the groups used in access
rights) that can access related messages, e.g All Employees , Sales Only , Customers
Only , Car Policy, for employees having a company car only , etc.
You can also create groups on which users are automatically subscribed according to their
access rights. As an example, when you install OpenERP, a group called Whole Company is
automatically created with all your employees. This allows to easily send a message to all
Once group created ,users can write messages to a group, attach documents to their messages,
answer previous threads, vote on others messages and search in the history of all
conversations. Users can join or be invited on groups. If they do so, they will receive every
discussion concerning these groups into their inbox. Depending on the privacy of the group,
you can also read the archives of the group, even if you decided to not follow this group.
Use of Messaging
In OpenERP this OpenChatter(mail module) used in following areas:
CRM : For scheduling meeting with partners , information needed to partner etc.
Sales/Purchase : For sending a Quotation to customer , discussion , product
Manufacturing : For Waiting for raw material , production started etc notification,
work orders , repair orders , planning of order, Bill of materials.
Human Resources : Schedule interview with an Applicant , Leave Request , Appraisal
, Expense etc.
Project : For Sending Documents , discussion on issues etc.
Warehouse : Incoming Shipment Receive or waiting availability , Delivery Order etc.
Accounting : Invoice of customer/supplier , customer/supplier Payment , Payment
Other : In Event module ,for sending registration details results etc ,In association
module for members discussion.
OpenChatter is available as 2 links, below the form of all above listed module. And those 2
links are , Send a message or Log a note. Also Following button available at right side of the
form. Functionality of these things are same as explained above.
Link and following button in application
For Example in HR , applicant select for next round , you can inform via this chatter, also you
can attach a result of test. (Menu Human Resources ‣ Recruitment ‣ Applications)
Send a message to applicant