Hi Sharan, My typical client at the moment does not use any of the OOTB components. All functionality is custom developed. I'm trying to understand what ofbiz can do OOTB so that I can start offering more to clients.
Most of my clients are SME's, so I would ultimately expect ofbiz to run most of their business processes OOTB. Many thanks, Chris > > Hi Chris > > You're asking me a 'how long is a piece of string?' question. It really > depends on what you want to do with accounting. > > I'd say the trunk is looking better accounting â wise because they've > added > quite a bits of new accounting functionality since 9.04 - (bank accounts, > cost centres, payment batches, accounting reports, commission runs etc). > > I think the question to ask yourself is - what are your critical business > processes that link into accounting? Is your typical business a product > oriented or a service oriented one? > > Does your company run capital projects that 'construct assets'? (A classic > example of this is implementing a new IT system where you employ a project > team to build your new system. Until the system is up and running it is > classed as an 'asset under construction' so you'd need to financially > track > the capital expenditure against budget and cost centres. Then once it's > completed it becomes like a 'fixed asset' and needs to be depreciated.) > > I know I'm digressing here but the point I want to make is that you need > to > start by looking at what processes the company needs, then look at OFBiz > to > see how that is implemented (or not). > > As a guide and at a very high level you could be looking at: > > Order to Cash (Sales Order Cycles) > Demand to Replenish (MRP etc) > Procure to Pay (Purchasing Cycles) > Manufacturing (Make to Stock / Make to Order) > > Thanks > Sharan > > > Chris Snow-3 wrote: >> >> Hi Sharan, >> >> When you say that trunk is looking a lot better accounting-wise, am I >> right in thinking that 9.04 accounting is not ready for typical >> organisational accounting processes? How close is trunk to meeting the >> majority of company processes to be considered usable for accounting? >> >> Many thanks, >> >> Chris >> >>> >>> Hi Chris >>> >>> At the moment I use 9.04 but am helping to put together the online help >>> documentation for the latest trunk so have been trying to keep up with >>> the >>> changes happening there especially on the accounting side. >>> >>> I think the trunk is looking a lot better accounting-wise but I just >>> want >>> to >>> give it a thorough test to be able to understand the processes before I >>> think about moving versions. >>> >>> Jacques â On the business process story side I've mentioned to >>> David >>> that >>> it's something I'd like to contribute to but will finish the >>> accounting >>> documentation first so I get a fuller picture of whats what. >>> >>> Thanks >>> Sharan >>> >>> >>> jacques.le.roux wrote: >>>> >>>> This may turn helpful (since Sharan gave much guidance details) as a >>>> new >>>> business story in the library... >>>> >>>> Jacques >>>> >>>> From: "Chris Snow" <[email protected]> >>>>> Hi Sharan, >>>>> >>>>> Which version of ofbiz do you normally prefer to go for? >>>>> >>>>> Many thanks, >>>>> >>>>> Chris >>>>> >>>>> Sharan-F wrote: >>>>>> Hi Chris >>>>>> >>>>>> No worries â I'm no OFBiz expert either and OFBiz was new to >>>>>> everyone at >>>>>> some point or other. >>>>>> >>>>>> The scenario you describe sounds like Indirect Purchasing so could >>>>>> be >>>>>> something like office supplies etc, rather than something that is >>>>>> directly >>>>>> part of a product or a product manufacturing process that will be on >>>>>> sold to >>>>>> customers. >>>>>> >>>>>> You're also talking about pre-payment here because you pay (via >>>>>> credit >>>>>> card) >>>>>> before the product itself gets delivered. A lot of purchasing >>>>>> processes >>>>>> have >>>>>> the product delivered first then they send the invoice and even then >>>>>> you >>>>>> get >>>>>> several days (or weeks or months!) in which to pay. >>>>>> >>>>>> It will probably depend on the number of these purchasing credit >>>>>> card >>>>>> transactions that will determine how you handle it. It there are a >>>>>> lot >>>>>> of >>>>>> them then you'd probably want to streamline it. >>>>>> What I've seen done before is an import of an electronic credit card >>>>>> statement where the payment is generated from the statement itself >>>>>> and >>>>>> then >>>>>> matched to the purchase invoice via reference numbers etc. >>>>>> >>>>>> Without knowing too much about your scope and thinking off the top >>>>>> of >>>>>> my >>>>>> head you could put something together that could create the payment >>>>>> automatically but you still might need some way to track the company >>>>>> credit >>>>>> card transactions like you would a bank account. You'd probably >>>>>> want >>>>>> to >>>>>> track the credit limit for the card since you dont want the employee >>>>>> to >>>>>> spend $1001 when the credit card limit it $1000.You may also want >>>>>> to >>>>>> setup >>>>>> a GL account to mirror the credit card transactions in the General >>>>>> Ledger >>>>>> for reconciliation and accounting purposes. >>>>>> >>>>>> Not sure if this helps much but hopefully someone else may respond >>>>>> with >>>>>> other ideas too. >>>>>> >>>>>> Thanks >>>>>> Sharan >>>>>> >>>>>> >>>>>> Chris Snow-3 wrote: >>>>>> >>>>>>> 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 >>>>>>>>> >>>>>>>>> >>>>>>>>> >>>>>>>> >>>>>>> >>>>>>> >>>>>> >>>>>> >>>>> >>>> >>>> >>>> >>>> >>> >>> -- >>> View this message in context: >>> http://www.nabble.com/purchase-invoice-payment-tp25707448p25734676.html >>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>> >>> >> >> >> -- >> Chris Snow - CEng MBCS CITP MBA (Tech Mgmt) (Open) CISSP >> >> Tel: 01453 890660 >> Mob: 07944 880950 >> Www: www.snowconsulting.co.uk >> >> > > -- > View this message in context: > http://www.nabble.com/purchase-invoice-payment-tp25707448p25736128.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > > -- Chris Snow - CEng MBCS CITP MBA (Tech Mgmt) (Open) CISSP Tel: 01453 890660 Mob: 07944 880950 Www: www.snowconsulting.co.uk
