COA setup and association of GL accounts to processes

[joefrancois]

Hello All,

I have set up OFBIZ Dev, Test, and Prod box to start. In the Dev instance,
have loaded an OFBIZ instance with demo data. Now for the Test and Prod, I
have only loaded the seed data. I plan to use OFBIZ standard COA for now.

Can someone share with me how they loaded their COA and associated the GL
accounts to the different processes?

Thank you and Regards,
Joseph



--
Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html

[Akash Jain]

Hello Joseph,

They could import CoA and related data using webtools, Web Tools > XML Data
Import

There is one more option to setup/import chart of accounts, Accounting >
Organization GL Settings > Setup of specific company.

HTH

Thanks and Regards
--
Akash Jain

On Mon, Jul 20, 2020 at 1:40 PM joefrancois <[hidden email]> wrote:

> Hello All,
>
> I have set up OFBIZ Dev, Test, and Prod box to start. In the Dev instance,
> have loaded an OFBIZ instance with demo data. Now for the Test and Prod, I
> have only loaded the seed data. I plan to use OFBIZ standard COA for now.
>
> Can someone share with me how they loaded their COA and associated the GL
> accounts to the different processes?
>
> Thank you and Regards,
> Joseph
>
>
>
> --
> Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html
>

[joefrancois]

Hello Akash,

Thank you for your reply.

I am very new to OFBIZ. Although I understand your instructions, it is a
bit too high-level for me to implement it. What I would like to see, if
possible, is an actual example. What I mean is that we take the COA and the
linked account that exist with the demo data and load it into an
installation with no demo data.

Regards,
Joseph

On Wed, 5 Aug 2020 at 19:29, Akash Jain <[hidden email]>
wrote:

> Hello Joseph,
>
> They could import CoA and related data using webtools, Web Tools > XML Data
> Import
>
> There is one more option to setup/import chart of accounts, Accounting >
> Organization GL Settings > Setup of specific company.
>
> HTH
>
> Thanks and Regards
> --
> Akash Jain
>
> On Mon, Jul 20, 2020 at 1:40 PM joefrancois <[hidden email]> wrote:
>
> > Hello All,
> >
> > I have set up OFBIZ Dev, Test, and Prod box to start. In the Dev
> instance,
> > have loaded an OFBIZ instance with demo data. Now for the Test and Prod,
> I
> > have only loaded the seed data. I plan to use OFBIZ standard COA for now.
> >
> > Can someone share with me how they loaded their COA and associated the GL
> > accounts to the different processes?
> >
> > Thank you and Regards,
> > Joseph
> >
> >
> >
> > --
> > Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html
> >
>

[Rishi Solanki]

Dear Joseph,
If you follow the demo setup then it will have a complete setup of the
company. What Akash suggested you, to get it you need to follow the
existing setup and remove/add the departments, team, sub organizations and
other internal organizations. On clicking on setup and accounting button
you would be able to see the gl account and chart of accounts for each
internal organization.

Bottom line is, to setup your own organization data you may need to look
into the existing demo data and alter it as per your organization need.

HTH!

Rishi Solanki
*CTO, Mindpath Technology*
Intelligent Solutions
cell: [phone]
LinkedIn <https://www.linkedin.com/in/rishi-solanki-62271b7/>


On Fri, Aug 7, 2020 at 12:03 PM Joseph Francois <[hidden email]>
wrote:

> Hello Akash,
>
> Thank you for your reply.
>
> I am very new to OFBIZ. Although I understand your instructions, it is a
> bit too high-level for me to implement it. What I would like to see, if
> possible, is an actual example. What I mean is that we take the COA and the
> linked account that exist with the demo data and load it into an
> installation with no demo data.
>
> Regards,
> Joseph
>
> On Wed, 5 Aug 2020 at 19:29, Akash Jain <[hidden email]>
> wrote:
>
> > Hello Joseph,
> >
> > They could import CoA and related data using webtools, Web Tools > XML
> Data
> > Import
> >
> > There is one more option to setup/import chart of accounts, Accounting >
> > Organization GL Settings > Setup of specific company.
> >
> > HTH
> >
> > Thanks and Regards
> > --
> > Akash Jain
> >
> > On Mon, Jul 20, 2020 at 1:40 PM joefrancois <[hidden email]>
> wrote:
> >
> > > Hello All,
> > >
> > > I have set up OFBIZ Dev, Test, and Prod box to start. In the Dev
> > instance,
> > > have loaded an OFBIZ instance with demo data. Now for the Test and
> Prod,
> > I
> > > have only loaded the seed data. I plan to use OFBIZ standard COA for
> now.
> > >
> > > Can someone share with me how they loaded their COA and associated the
> GL
> > > accounts to the different processes?
> > >
> > > Thank you and Regards,
> > > Joseph
> > >
> > >
> > >
> > > --
> > > Sent from: http://ofbiz.135035.n4.nabble.com/OFBiz-User-f135036.html
> > >
> >
>