Naveen, The short answer to your question, is 'yes, use OFBiz for either the processes of companyA or the processes of company B'.
Your posting, albeit related to the generics of procurement and sale process, seems - based on the simple processes descriptions - more complex than can be assessed from it. I suggest you hire external help to get all the necessary requirements on the table before implementing a complex solution solution like OFBiz. Best regards, Pierre Smits ORRTIZ.COM <http://www.orrtiz.com> OFBiz based solutions & services OFBiz Extensions Marketplace http://oem.ofbizci.net/oci-2/ On Tue, Jul 12, 2016 at 11:52 AM, Naveen Metta <[email protected]> wrote: > Below is the process I have real time experience with; > > 1. Company A has agreement (preferred vendor agreement) including payment > terms. > Note: some companies in company B Position may request company A for > credit application. > 2. Any or selected employees of Company A can request goods or services. > 3. Company B provides a quote for approval or > Company B can issue a PO OR RFQ. > 4. Company A accepts PO and sends back with authorized signature and > payment as agreed. > OR > Company A Can request modification to PO. > 5. Internal to company A may need capx form to be completed as needed. > 6. Now company B will fulfill the PO. > 7. Company A will send the payment if there is NET X days payment > agreement in place. > > Is any one can recommend a short term solution based on above process? > > Thank you. Sent from my iPhone. > > Naveen Metta > > > On Jul 12, 2016, at 4:08 AM, Pierre Smits <[email protected]> > wrote: > > > > Rishi, Florian, all, > > > > It is fairly common in various sectors that companies have framework > > agreements with their suppliers (and thus the other way around also), > that > > define not also the terms and conditions regarding the delivery of > service > > and/or goods. But also define how process flows. > > > > So, a framework can contains all defining aspects that must be reflected > in > > the documents generated and relating to RFQs, quote confirmations, > crders, > > crder confirmations, invoices, packing slips, etc. > > > > In the scenario described by Florian - and in often in general - the > > business process goes from (framework) agreement to quote, and from quote > > to order. I have yet to see a process that goes from order to quote. > > > > As to answering the question of Florian: > > Such a (set of) functions are currently not available in the feature set. > > If you feel this would be an enhancement that would increase adoption, > feel > > free to create a JIRA issue and help getting that resolved. > > > > Best regards, > > > > Pierre Smits > > > > ORRTIZ.COM <http://www.orrtiz.com> > > OFBiz based solutions & services > > > > OFBiz Extensions Marketplace > > http://oem.ofbizci.net/oci-2/ > > > > On Tue, Jul 12, 2016 at 10:53 AM, Rishi Solanki <[email protected] > > > > wrote: > > > >> Florian, > >> > >> Just wanted share my understanding with business. When a vendor come and > >> share its quote with any company and company after discussion finalize > some > >> quotation and sign an agreement. After that whenever company needs that > >> item it purchase as per the agreement price. Not sure why you need > >> agreement for quote, but may be this is kind of requirement in very > >> specific case. > >> > >> Currently, I think no support at quote level in OFBiz of your > requirement. > >> But quote following the order model, so you can try to change the quote > >> model into order and add this functionality by following the Order Entry > >> process for quote. > >> > >> > >> HTH! > >> > >> > >> > >> Rishi Solanki > >> Manager, Enterprise Software Development > >> HotWax Systems Pvt. Ltd. > >> Direct: +91-9893287847 > >> http://www.hotwaxsystems.com > >> > >> On Mon, Jul 11, 2016 at 5:47 PM, Montalbano Florian < > >> [email protected]> wrote: > >> > >>> Hi everyone, > >>> I would like to know if there is a way to create a quote using > Agreement > >>> Item. > >>> > >>> Here what I want to do : > >>> A client has a price agreement with my company for the product 'Gizmo'. > >>> He asks me a Quote for 12 'Gizmo'. > >>> I create the Quote which uses the price agreement for 'Gizmo'. > >>> > >>> But I can't find how to create a Quote using a price agreement. I can > >>> create an Order Entry with the wanted price agreement but not a Quote. > >>> Is there a way to do that in the Trunk ? > >>> > >>> Thanks, > >>> Have a nice day, > >>> > >>> > >>> Florian Montalbano > >> >
