Hi Sharan,
Many thanks for the detailed reply.
The type of scenario I was thinking about was where a company employee
purchases a consumable product using company credit card. The company
is a small business and does not need a purchase order approval
process. I was thinking that because the payment has already been made
by credit card, having the payment as a separate step in ofbiz makes the
process quite cumbersome.
I apologize if my questions (and usage of ofbiz) seem stupid!
Many thanks,
Chris
Sharan-F wrote:
Hi Chris
I'm not sure that you can automate a payment in this way in OFBiz and I'm
not sure from a business perspective that you would want to take out the
manual creation of payments to suppliers (since effectively you're taking
out key verification / approval step).
OFBiz can generate the purchase invoice for you if you use Order Entry to
enter a Purchase Order to a supplier, then when you receive the purchase
order products Ofbiz will generate a 'pro forma' invoice (which in layman's
terms is 'draft Purchase Invoice' based on the Purchase Order.) so it will
contain the same costs and taxes as the original purchase order.
When the real Purchase Invoice arrives you can enter any adjustments (eg
perhaps they gave you a discount or there was a price increase that you
werent aware of) and update the pro forma invoice so that it is correct,
then you can approve it and pay it.
I suppose similar to the 'pro forma invoice' concept you could create a 'pro
forma payment' but you'd still need some form of manual approval to ensure
that the company bank account will be able bear the cost of the payment.
I've been on projects where we have implemented automatic Purchase
Order/Goods Received Note(GRN) and payment voucher generation for purchase
orders so I know there are businesses out there that do use it.
Thanks
Sharan
Chris Snow-3 wrote:
If I receive enter a purchase invoice into ofbiz when I receive a vendors
invoice, I have to:
- raise the purchase invoice
- raise an outgoing payment and apply to the purchase invoice.
Is it possible to combine the steps, i.e. raising the invoice and
automatically generate the payment for the invoice and apply it to the
invoice?
Many thanks in advance,
Chri
