ERP5

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ERP5
Basic data

developer Nexedi
Publishing year 2002
Current  version 5.5
operating system Unix , Linux , Windows , Mac OS X , etc. a.
programming language python
category ERP , CRM , SaaS
License GPL
erp5.com

ERP5 is a free enterprise resource planning system based on the Zope Application Server . It is largely developed in the Python programming language and the source code is freely available under the GNU General Public License . Behind the development of ERP5 is the French company Nexedi, which also offers consulting, implementation and training on ERP5. ERP5 exists in two versions:

  • ERP5 Enterprise is used in large projects in which customer-specific requirements and new developments are the focus of interest.
  • ERP5 Express is a version of ERP5 tailored to the needs of small businesses, which is provided as software as a service for a monthly fee. ERP5 Express includes HR and CRM, accounting and DMS functions followed at the beginning of 2008.

architecture

The 5 in ERP5 stands for the five basic principles that implement the clean abstraction layer of ERP5. These five basic principles, found in the Beautiful Code book , are:

  • Resource . A resource describes an abstract resource in a business process such as B. the ability of an employee, a currency, a raw material or a product.
  • Node . Nodes can send and receive resources. You can refer to physical entities (e.g. a workshop that receives raw materials, processes them and sends the new product created in this way) or abstract entities such as accounts that can receive money.
  • Movement . This class describes movements of resources between two nodes during a point in time and over a given period of time. A movement can, for example, send raw materials from a warehouse to a workshop or money from one account to another.
  • Path . A path describes a way over which a node can access a resource that it needs. Prices and profiles can be attached to a path in order to set the standard price for a resource that is obtained from a manufacturer specified in the profile. Paths can also determine how a workshop procures the required materials from a warehouse. Paths have a start and an end date and can represent the temporary assignment of a person to a project.
  • Item . An element is the physical instance of a resource. A movement can be expanded into a series of traceable movements via elements. Elements also define how resources are sent (e.g. via parcel or by listing the serial numbers of the elements in each container).

Business templates

Functionality

ERP5 provides the business logic in the form of so-called business templates. The following functionality is currently provided by the system:

  • Accounting offers a variety of accounting and accounting transactions such as B. multi-key analytical accounting, multidimensional budget accounting, activity based accounting, project accounting, previsional accounting as well as asset and cash management and generic reports.
  • Immobilization extends the accounting business template to include provisions and depreciation.
  • Payroll is an extension of Accounting for the automated creation of pay slips .
  • Budget extends accounting to include the ability to plan, create and manage budgets.
  • Product Data Management (PDM) provides a transparent management of products.
  • Trade contains all the elements necessary to map buying and selling. This business template supports delivery lists, deliveries, transports and freight and inventory management, among other things.
  • Material Requirement Planning (MRP) contains all elements required for the management of a production facility. This business template supports parts lists, product orders, production reports, material requirements planning and complex supply chains.
  • Customer relationship management (CRM) provides all the functionalities required for customer relationship management. Among other things, it includes: tracking customer developments, managing relationships between customers and organizations, customer-related events and a ticket management system for business opportunities, support inquiries, complaints and reminders.
  • Project offers support for project planning and project cost analysis as well as project-related invoicing.
  • Using workflows, DMS provides all of the functionalities required for document management . Particular emphasis is placed on supporting open document standards. In addition to the open standards, all common proprietary formats (.doc, .xls etc.) are also supported.

Business area-specific business templates

  • The Apparel Business Template offers an extension of ERP5 that is tailored to the requirements of the clothing industry. This extension supports, among other things, different fabrics, models, colors, shapes, structures and collections and uses the concept of variations for this.
  • Banking is tailored to the requirements of a central bank in day-to-day operations. This business template provides support for giving and receiving cash, removing money from an account, transferring between accounts, paying by check, using different currencies, and managing the stocks of money and gold reserves in different vaults. Accounts as well as money and gold reserves in one or more branches are supported, as well as the automatic creation of the necessary booking cases via interfaces to accounting software from third-party providers.

Business templates for developers

  • ERP5 Web is used for publishing over the web and can be used to present any ERP5 object in a customized, web-based design and layout.
  • ERP5 XHTML Style represents the basis of the web-oriented design of ERP5 and manages the different display types (list, dialog, view) and the rendering process.
  • ERP5 Forge offers tools for software developers such as bug tracking, Subversion support and a module for uploads. In addition, there are business templates for PDF and OpenOffice.org -based reports and automated functional, regression and user interface tests.

internationality

The ERP5 user interface is based on the UTF-8 standard and offers full support for translations and adjustments to local requirements. Asian languages ​​and regions are fully supported. The standard language of ERP5 is English, but there are also translations into French, Japanese and Polish as well as special adaptations of the Accounting Business Template for the French General Accounting Plan, French M9, French M14 and for Indian laws.

independence

Because ERP5 is open source software, users have complete control over their system. There is no risk of forced updates and there is a lifetime guarantee of maintainability. In addition, you are not forced to stay with the same manufacturer or service provider. Because ERP5 is web-based and builds on the Zope Application Server, both the client and the server are platform-independent. All databases that provide an ODBC interface can be used with ERP5.

credentials

  1. ↑ Andy Oram : Beautiful Code . O'Reilly , 2007, ISBN 0596510047 , pp. 340-342.

Web links