+1 Tejas. Thanks & Regards -- Deepak Nigam Technical Consultant/Team Lead Hotwax Systems www.hotwaxsystems.com
On Wed, Aug 2, 2017 at 12:07 PM, Pierre Smits <[email protected]> wrote: > Hi all, > > I like the idea. This is certainly part of the procurement/delivery > processes that can be quite complex. > > We need to consider this: > > - does this need to tie in with an agreement? Deliveries should not be > processed if no contract is in place (SLA, etc) > - the deliveries that go directly to cost centers should go to a sub > ledger to be able to track the expenses (and the appropriate gl > transactions should be generated) and reconciliation > - a purchase order can be generated periodically and automatically > (based on the agreement id of the deliveries) to link all the > deliveries of > a given vendor/supplier for a given period > - the invoice needs to be linked to agreement and purchase order > > We need to keep aware that registrations may be disjunct in time. A > registration of a delivery of expense goods or services may happen later > than the invoice for the cost. Or even after a booking (fiscal) period has > been closed. Correction should be possible. > > Best regards, > > > Pierre Smits > > ORRTIZ.COM <http://www.orrtiz.com> > OFBiz based solutions & services > > OEM - the independent OFBiz Extensions Marketplace > http://oem.ofbizci.net/oci-2/ > > On Wed, Aug 2, 2017 at 6:54 AM, Tejas Khanna <tejas.khanna@hotwaxsystems. > com > > wrote: > > > Hello Arun, > > Thanks for appreciating the idea. > > Yes, We will use the existing Invoice data model for implementing the > > Expense management. > > > > Thanks > > Tejas Khanna > > HotWax Systems > > > > On Tue, Aug 1, 2017 at 2:21 PM, Arun Patidar <arun.patidar@hotwaxsystems. > > com > > > wrote: > > > > > Hi Tejas, > > > > > > Managing company expenses separately using voucher is a good idea. > Looks > > > like you are going to use existing Invoice data model for creating > > voucher. > > > > > > -- > > > Thanks & Regards > > > --- > > > Arun Patidar > > > > > > > > > On Thu, Jul 27, 2017 at 6:29 PM, Tejas Khanna < > > > [email protected]> wrote: > > > > > > > Dear All, > > > > We would like to propose the idea of introducing support for Expense > > > > Management within any kind of business. Many a time a variety of > > expense > > > > type(consumable) item & services like stationery, office supplies, > > > computer > > > > accessories, monthly services etc. are supplied to multiple locations > > of > > > > the company by different vendors. But they don't necessarily follow > the > > > > same procure to pay process as that of regular saleable merchandise > > > > supplied by other vendors. > > > > > > > > A typical business case could be that a vendor of stationary items > or a > > > > vendor responsible for delivering hardware maintenance services sends > > > > consolidated invoice to Corporate office against multiple > > > > shipments/delivery of such items/services at different company > > locations > > > > without necessarily having a systemic Purchase Order in place. but > > still, > > > > it all requires to be tracked and reconciled against receipts at each > > > > location and properly vouched for accounting purposes to release the > > > timely > > > > payment to vendors. > > > > > > > > In order to support the AP processing, such kind of invoices need to > be > > > > vouched with respect to each vendor and payment needs to be processed > > by > > > > accounting for such multiple vouchers within any given accounting > > period > > > > for the corresponding vendor. > > > > > > > > We are planning to implement this voucher based invoice processing > > > feature > > > > in Ofbiz soon and would welcome any kind of early > inputs/feedback/past > > > > experiences. > > > > > > > > Thanks > > > > Tejas Khanna > > > > HotWax Systems > > > > > > > > > >
