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https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12776082#action_12776082
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Sharan Foga commented on OFBIZ-3169:
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Hi Ashish
Your high level process sounds OK but just be careful that your implementation
isnt too rigid. What I mean here is that a department head could be for example
an IT Manager who applies for and gets a budget but then the IT Manager has
people that work for him (eg an Infrastructure Manager and a Development
Manager) that also need to apply for and manage their budgets.
So you need to be aware that the budgets could be hierarchical and need to roll
up into a higher level budget allocation.
Another way to look at it is rather than calling them a department head - I've
heard the term 'Cost Centre Manager' used in relation to budgets because from
an accounting perspective they need to manage their budget and costs allocated
to their cost centre. Also a cost centre manager may be responsible for several
cost centres. It could make it more flexible rather than referring to a
department head since a person maybe responsible for a budget but may not be
responsible for a department.
Thanks
Sharan
> Implementation of Budget functionality.
> ---------------------------------------
>
> Key: OFBIZ-3169
> URL: https://issues.apache.org/jira/browse/OFBIZ-3169
> Project: OFBiz
> Issue Type: New Feature
> Components: accounting
> Affects Versions: SVN trunk
> Reporter: ashish tiwari
> Priority: Minor
> Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found
> that enitities related to budget functionality are present in OFbiz but I
> was not able to find the functional implementation for the same. So I needed
> to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have
> found a general flow of the budget process and i am mentioning the steps in
> this mail. So please go throurgh the steps and you are requested to give in
> your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for
> approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the
> budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a
> budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.
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