Best Practice Uploading Sales Orders

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Best Practice Uploading Sales Orders

james-2
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Re: Best Practice Uploading Sales Orders

James Yong-2
Hi James,

1. You can use Receive Inventory function and just receive the product.

2. No need to migrate closed sales orders to the new system.

Regards,
James Yong

On 2018/04/17 23:36:40, <[hidden email]> wrote:

> When you first launch Ofbiz it is extremely important to upload Open
> Sales, Open Purchase Orders, Trial Balances as well as initial inventory
> quantities and open accounts receivable and open accounts payable.  This
> is a minimum to get a corporate system ready to utilize.  
>
> Now comes the question.  Typically closed sales orders are not imported,
> but there comes the issue where a customer wants to return a product
> from a closed sales order which is not in Ofbiz.
>
> Question:
>
> 1. Is there a way to create a blanket return not against a sales order?
> 2. If not is there a way of uploading closed sales order that doesn't
> affect financials?
>
> Thanks,
>
> James
>
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RE: Best Practice Uploading Sales Orders

james-2
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Re: Best Practice Uploading Sales Orders

Yashwant Dhakad-2
Hi James,

You can create custom import service and use store operation to create the
new records for orders with default-no-eca delegator. Please create all the
related entities data for order and by default-no-eca delegator, eca and
seca would not be triggered and inventory and the financial records would
not be affected.

Thanks & Regards
--
Yashwant Dhakad
HotWax Systems
http://www.hotwaxsystems.com/

On Tue, Apr 24, 2018 at 5:35 PM, <[hidden email]> wrote:

>
> Anyone have any experience uploading a closed sales order that would not
> affect inventory or financials.  I would like to import closed sales
> order just to use for returns
> -------- Original Message --------
> Subject: RE: Best Practice Uploading Sales Orders
> From: <[hidden email]>
> Date: Tue, April 24, 2018 12:07 am
> To: [hidden email]
>
> What happens when you need to return a Sales Order? I think you have to
> have it in the system. So how do you import a closed sales order
>
> -------- Original Message --------
> Subject: Re: Best Practice Uploading Sales Orders
> From: James Yong <[hidden email]>
> Date: Mon, April 23, 2018 5:00 pm
> To: <[hidden email]>
>
> Hi James,
>
> 1. You can use Receive Inventory function and just receive the product.
>
> 2. No need to migrate closed sales orders to the new system.
>
> Regards,
> James Yong
>
> On 2018/04/17 23:36:40, <[hidden email]> wrote:
> > When you first launch Ofbiz it is extremely important to upload Open
> > Sales, Open Purchase Orders, Trial Balances as well as initial inventory
> > quantities and open accounts receivable and open accounts payable. This
> > is a minimum to get a corporate system ready to utilize.
> >
> > Now comes the question. Typically closed sales orders are not imported,
> > but there comes the issue where a customer wants to return a product
> > from a closed sales order which is not in Ofbiz.
> >
> > Question:
> >
> > 1. Is there a way to create a blanket return not against a sales order?
> > 2. If not is there a way of uploading closed sales order that doesn't
> > affect financials?
> >
> > Thanks,
> >
> > James
> >
>
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RE: Best Practice Uploading Sales Orders

james-2
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Re: Best Practice Uploading Sales Orders

Rishi Solanki
Please check the entityengine.xml file, where you will have default
delgator registered. The delegator used everywhere and available is default
one. To get the no-eca delegator in code you need to pass the name and use
it for CRUD if you do not want to trigger EECAs. Below is the entry for
your quick reference;

    <delegator name="default-no-eca" entity-model-reader="main"
entity-group-reader="main" entity-eca-reader="main"
entity-eca-enabled="false" distributed-cache-clear-enabled="false">
        <group-map group-name="org.apache.ofbiz"
datasource-name="localderby"/>
        <group-map group-name="org.apache.ofbiz.olap"
datasource-name="localderbyolap"/>
        <group-map group-name="org.apache.ofbiz.tenant"
datasource-name="localderbytenant"/>
    </delegator>



Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: +91-9893287847
http://www.hotwaxsystems.com
www.hotwax.co

On Wed, Apr 25, 2018 at 5:26 PM, <[hidden email]> wrote:

> Thanks guys!  I know this might sound stupid but what is the no-eca
> delegator?
>
> -------- Original Message --------
> Subject: Re: Best Practice Uploading Sales Orders
> From: Yashwant Dhakad <[hidden email]>
> Date: Tue, April 24, 2018 9:55 pm
> To: [hidden email]
>
> Hi James,
>
> You can create custom import service and use store operation to create
> the
> new records for orders with default-no-eca delegator. Please create all
> the
> related entities data for order and by default-no-eca delegator, eca and
> seca would not be triggered and inventory and the financial records
> would
> not be affected.
>
> Thanks & Regards
> --
> Yashwant Dhakad
> HotWax Systems
> http://www.hotwaxsystems.com/
>
> On Tue, Apr 24, 2018 at 5:35 PM, <[hidden email]> wrote:
>
> >
> > Anyone have any experience uploading a closed sales order that would not
> > affect inventory or financials. I would like to import closed sales
> > order just to use for returns
> > -------- Original Message --------
> > Subject: RE: Best Practice Uploading Sales Orders
> > From: <[hidden email]>
> > Date: Tue, April 24, 2018 12:07 am
> > To: [hidden email]
> >
> > What happens when you need to return a Sales Order? I think you have to
> > have it in the system. So how do you import a closed sales order
> >
> > -------- Original Message --------
> > Subject: Re: Best Practice Uploading Sales Orders
> > From: James Yong <[hidden email]>
> > Date: Mon, April 23, 2018 5:00 pm
> > To: <[hidden email]>
> >
> > Hi James,
> >
> > 1. You can use Receive Inventory function and just receive the product.
> >
> > 2. No need to migrate closed sales orders to the new system.
> >
> > Regards,
> > James Yong
> >
> > On 2018/04/17 23:36:40, <[hidden email]> wrote:
> > > When you first launch Ofbiz it is extremely important to upload Open
> > > Sales, Open Purchase Orders, Trial Balances as well as initial
> inventory
> > > quantities and open accounts receivable and open accounts payable. This
> > > is a minimum to get a corporate system ready to utilize.
> > >
> > > Now comes the question. Typically closed sales orders are not imported,
> > > but there comes the issue where a customer wants to return a product
> > > from a closed sales order which is not in Ofbiz.
> > >
> > > Question:
> > >
> > > 1. Is there a way to create a blanket return not against a sales order?
> > > 2. If not is there a way of uploading closed sales order that doesn't
> > > affect financials?
> > >
> > > Thanks,
> > >
> > > James
> > >
> >
>
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Re: Best Practice Uploading Sales Orders

Rebecca Johnson
Is there a way to unsubscribe from this ?

On 25.04.2018 15:02, Rishi Solanki wrote:

> Please check the entityengine.xml file, where you will have default
> delgator registered. The delegator used everywhere and available is default
> one. To get the no-eca delegator in code you need to pass the name and use
> it for CRUD if you do not want to trigger EECAs. Below is the entry for
> your quick reference;
>
>      <delegator name="default-no-eca" entity-model-reader="main"
> entity-group-reader="main" entity-eca-reader="main"
> entity-eca-enabled="false" distributed-cache-clear-enabled="false">
>          <group-map group-name="org.apache.ofbiz"
> datasource-name="localderby"/>
>          <group-map group-name="org.apache.ofbiz.olap"
> datasource-name="localderbyolap"/>
>          <group-map group-name="org.apache.ofbiz.tenant"
> datasource-name="localderbytenant"/>
>      </delegator>
>
>
>
> Rishi Solanki
> Sr Manager, Enterprise Software Development
> HotWax Systems Pvt. Ltd.
> Direct: +91-9893287847
> http://www.hotwaxsystems.com
> www.hotwax.co
>
> On Wed, Apr 25, 2018 at 5:26 PM, <[hidden email]> wrote:
>
>> Thanks guys!  I know this might sound stupid but what is the no-eca
>> delegator?
>>
>> -------- Original Message --------
>> Subject: Re: Best Practice Uploading Sales Orders
>> From: Yashwant Dhakad <[hidden email]>
>> Date: Tue, April 24, 2018 9:55 pm
>> To: [hidden email]
>>
>> Hi James,
>>
>> You can create custom import service and use store operation to create
>> the
>> new records for orders with default-no-eca delegator. Please create all
>> the
>> related entities data for order and by default-no-eca delegator, eca and
>> seca would not be triggered and inventory and the financial records
>> would
>> not be affected.
>>
>> Thanks & Regards
>> --
>> Yashwant Dhakad
>> HotWax Systems
>> http://www.hotwaxsystems.com/
>>
>> On Tue, Apr 24, 2018 at 5:35 PM, <[hidden email]> wrote:
>>
>>> Anyone have any experience uploading a closed sales order that would not
>>> affect inventory or financials. I would like to import closed sales
>>> order just to use for returns
>>> -------- Original Message --------
>>> Subject: RE: Best Practice Uploading Sales Orders
>>> From: <[hidden email]>
>>> Date: Tue, April 24, 2018 12:07 am
>>> To: [hidden email]
>>>
>>> What happens when you need to return a Sales Order? I think you have to
>>> have it in the system. So how do you import a closed sales order
>>>
>>> -------- Original Message --------
>>> Subject: Re: Best Practice Uploading Sales Orders
>>> From: James Yong <[hidden email]>
>>> Date: Mon, April 23, 2018 5:00 pm
>>> To: <[hidden email]>
>>>
>>> Hi James,
>>>
>>> 1. You can use Receive Inventory function and just receive the product.
>>>
>>> 2. No need to migrate closed sales orders to the new system.
>>>
>>> Regards,
>>> James Yong
>>>
>>> On 2018/04/17 23:36:40, <[hidden email]> wrote:
>>>> When you first launch Ofbiz it is extremely important to upload Open
>>>> Sales, Open Purchase Orders, Trial Balances as well as initial
>> inventory
>>>> quantities and open accounts receivable and open accounts payable. This
>>>> is a minimum to get a corporate system ready to utilize.
>>>>
>>>> Now comes the question. Typically closed sales orders are not imported,
>>>> but there comes the issue where a customer wants to return a product
>>>> from a closed sales order which is not in Ofbiz.
>>>>
>>>> Question:
>>>>
>>>> 1. Is there a way to create a blanket return not against a sales order?
>>>> 2. If not is there a way of uploading closed sales order that doesn't
>>>> affect financials?
>>>>
>>>> Thanks,
>>>>
>>>> James
>>>>

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Re: Best Practice Uploading Sales Orders

Deepak Dixit-4
Hi Rebecca,

Please help yourself
https://ofbiz.apache.org/mailing-lists.html

Thanks & Regards
-
Deepak Dixit

On Wed, 25 Apr 2018 at 7:26 PM, Rebecca Johnson <[hidden email]>
wrote:

> Is there a way to unsubscribe from this ?
>
> On 25.04.2018 15:02, Rishi Solanki wrote:
> > Please check the entityengine.xml file, where you will have default
> > delgator registered. The delegator used everywhere and available is
> default
> > one. To get the no-eca delegator in code you need to pass the name and
> use
> > it for CRUD if you do not want to trigger EECAs. Below is the entry for
> > your quick reference;
> >
> >      <delegator name="default-no-eca" entity-model-reader="main"
> > entity-group-reader="main" entity-eca-reader="main"
> > entity-eca-enabled="false" distributed-cache-clear-enabled="false">
> >          <group-map group-name="org.apache.ofbiz"
> > datasource-name="localderby"/>
> >          <group-map group-name="org.apache.ofbiz.olap"
> > datasource-name="localderbyolap"/>
> >          <group-map group-name="org.apache.ofbiz.tenant"
> > datasource-name="localderbytenant"/>
> >      </delegator>
> >
> >
> >
> > Rishi Solanki
> > Sr Manager, Enterprise Software Development
> > HotWax Systems Pvt. Ltd.
> > Direct: +91-9893287847
> > http://www.hotwaxsystems.com
> > www.hotwax.co
> >
> > On Wed, Apr 25, 2018 at 5:26 PM, <[hidden email]> wrote:
> >
> >> Thanks guys!  I know this might sound stupid but what is the no-eca
> >> delegator?
> >>
> >> -------- Original Message --------
> >> Subject: Re: Best Practice Uploading Sales Orders
> >> From: Yashwant Dhakad <[hidden email]>
> >> Date: Tue, April 24, 2018 9:55 pm
> >> To: [hidden email]
> >>
> >> Hi James,
> >>
> >> You can create custom import service and use store operation to create
> >> the
> >> new records for orders with default-no-eca delegator. Please create all
> >> the
> >> related entities data for order and by default-no-eca delegator, eca and
> >> seca would not be triggered and inventory and the financial records
> >> would
> >> not be affected.
> >>
> >> Thanks & Regards
> >> --
> >> Yashwant Dhakad
> >> HotWax Systems
> >> http://www.hotwaxsystems.com/
> >>
> >> On Tue, Apr 24, 2018 at 5:35 PM, <[hidden email]> wrote:
> >>
> >>> Anyone have any experience uploading a closed sales order that would
> not
> >>> affect inventory or financials. I would like to import closed sales
> >>> order just to use for returns
> >>> -------- Original Message --------
> >>> Subject: RE: Best Practice Uploading Sales Orders
> >>> From: <[hidden email]>
> >>> Date: Tue, April 24, 2018 12:07 am
> >>> To: [hidden email]
> >>>
> >>> What happens when you need to return a Sales Order? I think you have to
> >>> have it in the system. So how do you import a closed sales order
> >>>
> >>> -------- Original Message --------
> >>> Subject: Re: Best Practice Uploading Sales Orders
> >>> From: James Yong <[hidden email]>
> >>> Date: Mon, April 23, 2018 5:00 pm
> >>> To: <[hidden email]>
> >>>
> >>> Hi James,
> >>>
> >>> 1. You can use Receive Inventory function and just receive the product.
> >>>
> >>> 2. No need to migrate closed sales orders to the new system.
> >>>
> >>> Regards,
> >>> James Yong
> >>>
> >>> On 2018/04/17 23:36:40, <[hidden email]> wrote:
> >>>> When you first launch Ofbiz it is extremely important to upload Open
> >>>> Sales, Open Purchase Orders, Trial Balances as well as initial
> >> inventory
> >>>> quantities and open accounts receivable and open accounts payable.
> This
> >>>> is a minimum to get a corporate system ready to utilize.
> >>>>
> >>>> Now comes the question. Typically closed sales orders are not
> imported,
> >>>> but there comes the issue where a customer wants to return a product
> >>>> from a closed sales order which is not in Ofbiz.
> >>>>
> >>>> Question:
> >>>>
> >>>> 1. Is there a way to create a blanket return not against a sales
> order?
> >>>> 2. If not is there a way of uploading closed sales order that doesn't
> >>>> affect financials?
> >>>>
> >>>> Thanks,
> >>>>
> >>>> James
> >>>>
>
> --
Thanks & Regards
--
Deepak Dixit
Director of Product Engineering
HotWax Commerce <https://hotwax.co/>
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Re: Best Practice Uploading Sales Orders

Jacques Le Roux
Administrator
In reply to this post by Rebecca Johnson
Please help yourself

ofbiz.apache.org/mailing-lists.html

Jacques


Le 25/04/2018 à 15:55, Rebecca Johnson a écrit :

> Is there a way to unsubscribe from this ?
>
> On 25.04.2018 15:02, Rishi Solanki wrote:
>> Please check the entityengine.xml file, where you will have default
>> delgator registered. The delegator used everywhere and available is default
>> one. To get the no-eca delegator in code you need to pass the name and use
>> it for CRUD if you do not want to trigger EECAs. Below is the entry for
>> your quick reference;
>>
>>       <delegator name="default-no-eca" entity-model-reader="main"
>> entity-group-reader="main" entity-eca-reader="main"
>> entity-eca-enabled="false" distributed-cache-clear-enabled="false">
>>           <group-map group-name="org.apache.ofbiz"
>> datasource-name="localderby"/>
>>           <group-map group-name="org.apache.ofbiz.olap"
>> datasource-name="localderbyolap"/>
>>           <group-map group-name="org.apache.ofbiz.tenant"
>> datasource-name="localderbytenant"/>
>>       </delegator>
>>
>>
>>
>> Rishi Solanki
>> Sr Manager, Enterprise Software Development
>> HotWax Systems Pvt. Ltd.
>> Direct: +91-9893287847
>> http://www.hotwaxsystems.com
>> www.hotwax.co
>>
>> On Wed, Apr 25, 2018 at 5:26 PM, <[hidden email]> wrote:
>>
>>> Thanks guys!  I know this might sound stupid but what is the no-eca
>>> delegator?
>>>
>>> -------- Original Message --------
>>> Subject: Re: Best Practice Uploading Sales Orders
>>> From: Yashwant Dhakad <[hidden email]>
>>> Date: Tue, April 24, 2018 9:55 pm
>>> To: [hidden email]
>>>
>>> Hi James,
>>>
>>> You can create custom import service and use store operation to create
>>> the
>>> new records for orders with default-no-eca delegator. Please create all
>>> the
>>> related entities data for order and by default-no-eca delegator, eca and
>>> seca would not be triggered and inventory and the financial records
>>> would
>>> not be affected.
>>>
>>> Thanks & Regards
>>> --
>>> Yashwant Dhakad
>>> HotWax Systems
>>> http://www.hotwaxsystems.com/
>>>
>>> On Tue, Apr 24, 2018 at 5:35 PM, <[hidden email]> wrote:
>>>
>>>> Anyone have any experience uploading a closed sales order that would not
>>>> affect inventory or financials. I would like to import closed sales
>>>> order just to use for returns
>>>> -------- Original Message --------
>>>> Subject: RE: Best Practice Uploading Sales Orders
>>>> From: <[hidden email]>
>>>> Date: Tue, April 24, 2018 12:07 am
>>>> To: [hidden email]
>>>>
>>>> What happens when you need to return a Sales Order? I think you have to
>>>> have it in the system. So how do you import a closed sales order
>>>>
>>>> -------- Original Message --------
>>>> Subject: Re: Best Practice Uploading Sales Orders
>>>> From: James Yong <[hidden email]>
>>>> Date: Mon, April 23, 2018 5:00 pm
>>>> To: <[hidden email]>
>>>>
>>>> Hi James,
>>>>
>>>> 1. You can use Receive Inventory function and just receive the product.
>>>>
>>>> 2. No need to migrate closed sales orders to the new system.
>>>>
>>>> Regards,
>>>> James Yong
>>>>
>>>> On 2018/04/17 23:36:40, <[hidden email]> wrote:
>>>>> When you first launch Ofbiz it is extremely important to upload Open
>>>>> Sales, Open Purchase Orders, Trial Balances as well as initial
>>> inventory
>>>>> quantities and open accounts receivable and open accounts payable. This
>>>>> is a minimum to get a corporate system ready to utilize.
>>>>>
>>>>> Now comes the question. Typically closed sales orders are not imported,
>>>>> but there comes the issue where a customer wants to return a product
>>>>> from a closed sales order which is not in Ofbiz.
>>>>>
>>>>> Question:
>>>>>
>>>>> 1. Is there a way to create a blanket return not against a sales order?
>>>>> 2. If not is there a way of uploading closed sales order that doesn't
>>>>> affect financials?
>>>>>
>>>>> Thanks,
>>>>>
>>>>> James
>>>>>