Hi Pierre, Thank you for liking the idea and providing the suggestions. We will consider the points while implementing the functionality.
Thanks Tejas Khanna HotWax Systems On Wed, Aug 2, 2017 at 6:19 PM, Tejas Khanna <[email protected] > wrote: > Hello All, > Here is the ticket id to track the status and updates. > https://issues.apache.org/jira/browse/OFBIZ-9547 > > Thanks > Tejas Khanna > HotWax Systems > > On Wed, Aug 2, 2017 at 6:16 PM, Deepak Nigam <deepak.nigam@hotwaxsystems. > com> wrote: > >> +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 >> > > > > >> > > > >> > > >> > >> > > > >
