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lshein

Creating Single orders whcih have products thatneed to ship from differnt facilities

All,

I needed to create an order with many order items which are shipped from one
or more facilities and for different shipment dates. In order to accomplish
this I needed to make some configuration changes and some minor changes to
the existing Ofbiz framework. I am documenting the changes below. If
anyone sees any reason this should not work or have already solved this
matter differently please let me know. I am looking to eventually submit
these changes back to the trunk.

Product Store Configuration.

* On the product store edit screen:
* set the One Inventory Facility flag to 'N'.
* To associate your product store to many facilities you need to
execute the update button for each different facility you want associated.
Although the edit screen does not display the many facility associations an
entry for each productStore-facility is written to the DB in
entity:ProductStoreFacility.

Order Item Entry

* On order creation the 'orderItem.fromInventoryId' of each order item
is populated with the inventory item id based on the product/inventory item
selected.
* Create a ship group for each facility (related facility of the
inventory item), ship date combination.

Order Services

* Method: reserveInventory()
* In the reserve inventory method of this service each order item is
interrogated to see if the fromInventoryItemId was passed. If so the
related facility of the item is passed to the reserve Inventory service
specifying where availability and reservations should be done.

Reserve Store Inventory

* ProductStoreServices.xml
* Simple Method: reserveStoreInventory
* Modified the service parameters to accept an optional 'facilityId'
field.
* If a specific facilityId is passed in to this method:

* Perform sanity check against the entity:ProductStoreFacility to
insure the facility has been associated to the product store (required param
of the service). In other words does this Product Store ship products from
this facility?
* Call Simple Method reserveProductInventoryByFacility.

Test Data

Product Store

* Ofbiz E-Commerce Store (Product Store Id - 9000)

* Inventory Facility Id - WebStoreWarehouse
* One Inventory Facility - N
* Check Inventory - Y
* Reserve Inventory - Y
* Is Immediately Fulfilled - N

* Ofbiz Physical Retail Store (Product Store Id - 9100)

* Inventory Facility Id - MyRetailStore
* One Inventory Facility - N
* Check Inventory - Y
* Reserve Inventory - Y
* Is Immediately Fulfilled - N

Product Store Facility

* Product Store Id - (9000) Facility Id - (WebStoreWarehouse)
* Product Store Id - (9000) Facility Id - (MyReatilStore)

* Product Store Id - (9100) Facility Id - (MyRetailStore)
* Product Store Id - (9100) Facility Id - (WebStoreWarehouse)

Order Items

* Product Id - GZ-1001

* Inventory Item Id - 10080 (Facility Id - WebStoreWarehouse)
* Ship Date - 07/30/08

* Product Id - GZ-1000

* Inventory Item Id - 10079 (Facility Id - MyRetailStore)
* Ship Date - 07/29/08

* Two ship groups are created (0001,0002)

Order

* For accounting purposes the Order is created using the product store
Ofbiz E-Commerce Store (9000)

Results

* A single order was created
* Inventory was reserved for each product at it's respective facility
* After running pick and pack services separate packing slips,
shipments were generated for each ship group from their respective
facilities.

Thank You

Len Shein

<mailto:[hidden email]> [hidden email]

Office: 516.742.7888 ext. 225

Office: 732.333.4303

Bilgin Ibryam

Re: Creating Single orders whcih have products thatneed to ship from differnt facilities

Hi Len,

It looks OK for me.

Bilgin

Jacques Le Roux

Re: Creating Single orders whcih have products thatneed to shipfrom differnt facilities

Administrator

Yes sounds good

Jacques

From: "Bilgin Ibryam" <[hidden email]>
To: <[hidden email]>
Sent: Wednesday, July 30, 2008 5:27 PM
Subject: Re: Creating Single orders whcih have products thatneed to shipfrom differnt facilities

>
> Hi Len,
>
> It looks OK for me.
>
> Bilgin
>

David E Jones

Re: Creating Single orders whcih have products thatneed to ship from differnt facilities

In reply to this post by lshein

Len,

What is the reason to use the OrderItem.fromInventoryItemId field?

Actually I don't like the idea of that field in general, and even searching around the code am having trouble finding (and remembering...) what it is used for.

In any case, it seems the be that what you really want to get to is the Facility to reserve in. Specifying the inventoryItemId desired is kind of funny if you only want the facilityId from it because having the inventoryItemId implies a lot more (like desire to reserve against that specific InventoryItem, or perhaps that a reservation should exist already for it or something).

From a use perspective are you saying that you want the user of the system to select the Facility to fulfill from for each OrderItem in an order? If so, let's talk about how to go about that more directly and not try to reuse something meant for a different purpose.

-David

On Wed, 30 Jul 2008 09:41:10 -0400, "Len" <[hidden email]> wrote:

>
>
> All,
>
>
>
> I needed to create an order with many order items which are shipped from
> one
> or more facilities and for different shipment dates. In order to
> accomplish
> this I needed to make some configuration changes and some minor changes to
> the existing Ofbiz framework. I am documenting the changes below. If
> anyone sees any reason this should not work or have already solved this
> matter differently please let me know. I am looking to eventually submit
> these changes back to the trunk.
>
>
>
>
>
>
>
> Product Store Configuration.
>
> * On the product store edit screen:
> * set the One Inventory Facility flag to 'N'.
> * To associate your product store to many facilities you need to
> execute the update button for each different facility you want associated.
> Although the edit screen does not display the many facility associations
> an
> entry for each productStore-facility is written to the DB in
> entity:ProductStoreFacility.
>
>
>
> Order Item Entry
>
> * On order creation the 'orderItem.fromInventoryId' of each order item
> is populated with the inventory item id based on the product/inventory
> item
> selected.
> * Create a ship group for each facility (related facility of the
> inventory item), ship date combination.
>
>
>
> Order Services
>
> * Method: reserveInventory()
> * In the reserve inventory method of this service each order item is
> interrogated to see if the fromInventoryItemId was passed. If so the
> related facility of the item is passed to the reserve Inventory service
> specifying where availability and reservations should be done.
>
>
>
> Reserve Store Inventory
>
> * ProductStoreServices.xml
> * Simple Method: reserveStoreInventory
> * Modified the service parameters to accept an optional 'facilityId'
> field.
> * If a specific facilityId is passed in to this method:
>
> * Perform sanity check against the entity:ProductStoreFacility to
> insure the facility has been associated to the product store (required
> param
> of the service). In other words does this Product Store ship products
> from
> this facility?
> * Call Simple Method reserveProductInventoryByFacility.
>
>
>
>
>
>
>
> Test Data
>
>
>
> Product Store
>
> * Ofbiz E-Commerce Store (Product Store Id - 9000)
>
> * Inventory Facility Id - WebStoreWarehouse
> * One Inventory Facility - N
> * Check Inventory - Y
> * Reserve Inventory - Y
> * Is Immediately Fulfilled - N
>
> * Ofbiz Physical Retail Store (Product Store Id - 9100)
>
> * Inventory Facility Id - MyRetailStore
> * One Inventory Facility - N
> * Check Inventory - Y
> * Reserve Inventory - Y
> * Is Immediately Fulfilled - N
>
>
>
> Product Store Facility
>
> * Product Store Id - (9000) Facility Id - (WebStoreWarehouse)
> * Product Store Id - (9000) Facility Id - (MyReatilStore)
>
>
>
> * Product Store Id - (9100) Facility Id - (MyRetailStore)
> * Product Store Id - (9100) Facility Id - (WebStoreWarehouse)
>
>
>
>
>
> Order Items
>
> * Product Id - GZ-1001
>
> * Inventory Item Id - 10080 (Facility Id - WebStoreWarehouse)
> * Ship Date - 07/30/08
>
> * Product Id - GZ-1000
>
> * Inventory Item Id - 10079 (Facility Id - MyRetailStore)
> * Ship Date - 07/29/08
>
> * Two ship groups are created (0001,0002)
>
>
>
> Order
>
> * For accounting purposes the Order is created using the product store
> Ofbiz E-Commerce Store (9000)
>
>
>
> Results
>
> * A single order was created
> * Inventory was reserved for each product at it's respective facility
> * After running pick and pack services separate packing slips,
> shipments were generated for each ship group from their respective
> facilities.
>
>
>
>
>
> Thank You
>
>
>
> Len Shein
>
>
>
> <mailto:[hidden email]> [hidden email]
>
>
>
> Office: 516.742.7888 ext. 225
>
> Office: 732.333.4303
>
>
>
>
>
>
>

lshein

RE: Creating Single orders whcih have products thatneed to ship from differnt facilities

Dave,

I agree 100%, yes I simply want the facility that the product should reserve
from. I think I should actually extend the order item entity to accept the
facility id. I did take a bit of a shortcut using the fromInventoryId so I
would not have to change much code in the ShoppingCart (it already had a
placeholder to store it).

The only place I found that uses the fromInventoryId seems to be for
subscriptions.

If you think the effort is worthwhile I can take a look at what it takes to
change the ShoppingCart to take in the facility id and the create order
services which generate orders based on the cart settings?

-----Original Message-----
From: David Jones [mailto:[hidden email]]
Sent: Wednesday, July 30, 2008 1:15 PM
To: [hidden email]
Cc: Nick Rosser; Dave Tenerowicz; [hidden email]
Subject: Re: Creating Single orders whcih have products thatneed to ship
from differnt facilities

Len,

What is the reason to use the OrderItem.fromInventoryItemId field?

Actually I don't like the idea of that field in general, and even searching
around the code am having trouble finding (and remembering...) what it is
used for.

In any case, it seems the be that what you really want to get to is the
Facility to reserve in. Specifying the inventoryItemId desired is kind of
funny if you only want the facilityId from it because having the
inventoryItemId implies a lot more (like desire to reserve against that
specific InventoryItem, or perhaps that a reservation should exist already
for it or something).

From a use perspective are you saying that you want the user of the system
to select the Facility to fulfill from for each OrderItem in an order? If
so, let's talk about how to go about that more directly and not try to reuse
something meant for a different purpose.

-David

On Wed, 30 Jul 2008 09:41:10 -0400, "Len" <[hidden email]> wrote:

David E Jones

RE: Creating Single orders whcih have products thatneed to ship from differnt facilities

Len,

Before I can comment I still need an answer to the question about how you intend for this to be used.

Do you want the system to figure out which facility to use based on certain criteria? Do you want the user to specify the desired facility? If the user specifies a facility and the inventory turns out to not be available in that facility (wasn't checked, or something else has reserved it before the order if finalized), then what should happen? And so on...

-David

On Wed, 30 Jul 2008 13:33:26 -0400, "Len" <[hidden email]> wrote:

> Dave,
>
> I agree 100%, yes I simply want the facility that the product should
> reserve
> from. I think I should actually extend the order item entity to accept
> the
> facility id. I did take a bit of a shortcut using the fromInventoryId so
> I
> would not have to change much code in the ShoppingCart (it already had a
> placeholder to store it).
>
> The only place I found that uses the fromInventoryId seems to be for
> subscriptions.
>
>
> If you think the effort is worthwhile I can take a look at what it takes
> to
> change the ShoppingCart to take in the facility id and the create order
> services which generate orders based on the cart settings?
>
>
>
> -----Original Message-----
> From: David Jones [mailto:[hidden email]]
> Sent: Wednesday, July 30, 2008 1:15 PM
> To: [hidden email]
> Cc: Nick Rosser; Dave Tenerowicz; [hidden email]
> Subject: Re: Creating Single orders whcih have products thatneed to ship
> from differnt facilities
>
>
> Len,
>
> What is the reason to use the OrderItem.fromInventoryItemId field?
>
> Actually I don't like the idea of that field in general, and even
> searching
> around the code am having trouble finding (and remembering...) what it is
> used for.
>
> In any case, it seems the be that what you really want to get to is the
> Facility to reserve in. Specifying the inventoryItemId desired is kind of
> funny if you only want the facilityId from it because having the
> inventoryItemId implies a lot more (like desire to reserve against that
> specific InventoryItem, or perhaps that a reservation should exist already
> for it or something).
>
> From a use perspective are you saying that you want the user of the system
> to select the Facility to fulfill from for each OrderItem in an order? If
> so, let's talk about how to go about that more directly and not try to
> reuse
> something meant for a different purpose.
>
> -David
>
>
> On Wed, 30 Jul 2008 09:41:10 -0400, "Len" <[hidden email]> wrote:
>>
>>
>> All,
>>
>>
>>
>> I needed to create an order with many order items which are shipped from
>> one
>> or more facilities and for different shipment dates. In order to
>> accomplish
>> this I needed to make some configuration changes and some minor changes
> to
>> the existing Ofbiz framework. I am documenting the changes below. If
>> anyone sees any reason this should not work or have already solved this
>> matter differently please let me know. I am looking to eventually submit
>> these changes back to the trunk.
>>
>>
>>
>>
>>
>>
>>
>> Product Store Configuration.
>>
>> * On the product store edit screen:
>> * set the One Inventory Facility flag to 'N'.
>> * To associate your product store to many facilities you need to
>> execute the update button for each different facility you want
> associated.
>> Although the edit screen does not display the many facility associations
>> an
>> entry for each productStore-facility is written to the DB in
>> entity:ProductStoreFacility.
>>
>>
>>
>> Order Item Entry
>>
>> * On order creation the 'orderItem.fromInventoryId' of each order item
>> is populated with the inventory item id based on the product/inventory
>> item
>> selected.
>> * Create a ship group for each facility (related facility of the
>> inventory item), ship date combination.
>>
>>
>>
>> Order Services
>>
>> * Method: reserveInventory()
>> * In the reserve inventory method of this service each order item is
>> interrogated to see if the fromInventoryItemId was passed. If so the
>> related facility of the item is passed to the reserve Inventory service
>> specifying where availability and reservations should be done.
>>
>>
>>
>> Reserve Store Inventory
>>
>> * ProductStoreServices.xml
>> * Simple Method: reserveStoreInventory
>> * Modified the service parameters to accept an optional 'facilityId'
>> field.
>> * If a specific facilityId is passed in to this method:
>>
>> * Perform sanity check against the entity:ProductStoreFacility to
>> insure the facility has been associated to the product store (required
>> param
>> of the service). In other words does this Product Store ship products
>> from
>> this facility?
>> * Call Simple Method reserveProductInventoryByFacility.
>>
>>
>>
>>
>>
>>
>>
>> Test Data
>>
>>
>>
>> Product Store
>>
>> * Ofbiz E-Commerce Store (Product Store Id - 9000)
>>
>> * Inventory Facility Id - WebStoreWarehouse
>> * One Inventory Facility - N
>> * Check Inventory - Y
>> * Reserve Inventory - Y
>> * Is Immediately Fulfilled - N
>>
>> * Ofbiz Physical Retail Store (Product Store Id - 9100)
>>
>> * Inventory Facility Id - MyRetailStore
>> * One Inventory Facility - N
>> * Check Inventory - Y
>> * Reserve Inventory - Y
>> * Is Immediately Fulfilled - N
>>
>>
>>
>> Product Store Facility
>>
>> * Product Store Id - (9000) Facility Id - (WebStoreWarehouse)
>> * Product Store Id - (9000) Facility Id - (MyReatilStore)
>>
>>
>>
>> * Product Store Id - (9100) Facility Id - (MyRetailStore)
>> * Product Store Id - (9100) Facility Id - (WebStoreWarehouse)
>>
>>
>>
>>
>>
>> Order Items
>>
>> * Product Id - GZ-1001
>>
>> * Inventory Item Id - 10080 (Facility Id - WebStoreWarehouse)
>> * Ship Date - 07/30/08
>>
>> * Product Id - GZ-1000
>>
>> * Inventory Item Id - 10079 (Facility Id - MyRetailStore)
>> * Ship Date - 07/29/08
>>
>> * Two ship groups are created (0001,0002)
>>
>>
>>
>> Order
>>
>> * For accounting purposes the Order is created using the product store
>> Ofbiz E-Commerce Store (9000)
>>
>>
>>
>> Results
>>
>> * A single order was created
>> * Inventory was reserved for each product at it's respective facility
>> * After running pick and pack services separate packing slips,
>> shipments were generated for each ship group from their respective
>> facilities.
>>
>>
>>
>>
>>
>> Thank You
>>
>>
>>
>> Len Shein
>>
>>
>>
>> <mailto:[hidden email]> [hidden email]
>>
>>
>>
>> Office: 516.742.7888 ext. 225
>>
>> Office: 732.333.4303
>>
>>
>>
>>
>>
>>
>>

lshein

RE: Creating Single orders whcih have products thatneed to ship from differnt facilities

I intended for the user to specify the intended facility. Once the id has
been saved on the order item the reservation services would treat the item
as always except for the fact that it would simply know which facility to
check reservations against. If not enough inventory the item becomes back
ordered?

I am referencing the restoreStoreInventory method in
productStoreServices.xml. If a product store is configured as a single
facility it attempts to reserve inventory at that facility and returns a
quantity not reserved.

-----Original Message-----
From: David Jones [mailto:[hidden email]]
Sent: Wednesday, July 30, 2008 1:38 PM
To: [hidden email]
Cc: Nick Rosser; Dave Tenerowicz; [hidden email]
Subject: RE: Creating Single orders whcih have products thatneed to ship
from differnt facilities

Len,

Before I can comment I still need an answer to the question about how you
intend for this to be used.

Do you want the system to figure out which facility to use based on certain
criteria? Do you want the user to specify the desired facility? If the user
specifies a facility and the inventory turns out to not be available in that
facility (wasn't checked, or something else has reserved it before the order
if finalized), then what should happen? And so on...

-David

On Wed, 30 Jul 2008 13:33:26 -0400, "Len" <[hidden email]> wrote:

David E Jones

RE: Creating Single orders whcih have products thatneed to ship from differnt facilities

On Wed, 30 Jul 2008 15:23:47 -0400, "Len" <[hidden email]> wrote:
> I intended for the user to specify the intended facility. Once the id has
> been saved on the order item the reservation services would treat the item
> as always except for the fact that it would simply know which facility to
> check reservations against.

Okay, that sounds fine then. A new field would probably be needed, something like "desiredFacilityId".

To make it more flexible, could we put it on the OrderItemShipGroupAssoc entity? That would make it possible to specify multiple desired facilities for a single OrderItem if the OrderItem is split among multiple ship groups.

We might even be able to simplify it and put it on the OrderItemShipGroup and just say all item in that ship group should ship from the given facility. That would be easier to implement, but would be more restrictive... so nevermind, let's put it on the OrderItemShipGroupAssoc entity.

> If not enough inventory the item becomes back
> ordered?

Well, that's what the current code does, but is that what you want to have it do?

-David

lshein

RE: Creating Single orders whcih have products thatneed to ship from differnt facilities

> If not enough inventory the item becomes back
> ordered?

Well, that's what the current code does, but is that what you want to have
it do?

I would think so, we could add an additional check up front to see if
inventory is available at the facility but with that flow the app should
then probably NOT allow the order to be generated with the selected product.
I would rather allow the system to generate the order with the current flow
of: Generate order -> check/reserve inventory -> change status of order and
item.

We have also built a custom product selector which displays products by
product id, facility, ATP, QOH (essentially a grouping of the inventory item
entity).

Putting the facility Id on the order item ship group I agree is a good idea
as facility really does belong with the ship group info.

Len
-----Original Message-----
From: David Jones [mailto:[hidden email]]
Sent: Wednesday, July 30, 2008 3:33 PM
To: [hidden email]
Cc: Nick Rosser; Dave Tenerowicz; [hidden email]
Subject: RE: Creating Single orders whcih have products thatneed to ship
from differnt facilities

On Wed, 30 Jul 2008 15:23:47 -0400, "Len" <[hidden email]> wrote:
> I intended for the user to specify the intended facility. Once the id has
> been saved on the order item the reservation services would treat the item
> as always except for the fact that it would simply know which facility to
> check reservations against.

Okay, that sounds fine then. A new field would probably be needed, something
like "desiredFacilityId".

To make it more flexible, could we put it on the OrderItemShipGroupAssoc
entity? That would make it possible to specify multiple desired facilities
for a single OrderItem if the OrderItem is split among multiple ship groups.

We might even be able to simplify it and put it on the OrderItemShipGroup
and just say all item in that ship group should ship from the given
facility. That would be easier to implement, but would be more
restrictive... so nevermind, let's put it on the OrderItemShipGroupAssoc
entity.

> If not enough inventory the item becomes back
> ordered?

Well, that's what the current code does, but is that what you want to have
it do?

-David

Jacopo Cappellato-3

Re: Creating Single orders whcih have products thatneed to ship from differnt facilities

In reply to this post by David E Jones

On Jul 30, 2008, at 9:32 PM, David Jones wrote:

>
>
> On Wed, 30 Jul 2008 15:23:47 -0400, "Len" <[hidden email]>
> wrote:
>> I intended for the user to specify the intended facility. Once the
>> id has
>> been saved on the order item the reservation services would treat
>> the item
>> as always except for the fact that it would simply know which
>> facility to
>> check reservations against.
>
> Okay, that sounds fine then. A new field would probably be needed,
> something like "desiredFacilityId".
>
> To make it more flexible, could we put it on the
> OrderItemShipGroupAssoc entity? That would make it possible to
> specify multiple desired facilities for a single OrderItem if the
> OrderItem is split among multiple ship groups.
>
> We might even be able to simplify it and put it on the
> OrderItemShipGroup and just say all item in that ship group should
> ship from the given facility. That would be easier to implement, but
> would be more restrictive... so nevermind, let's put it on the
> OrderItemShipGroupAssoc entity.
>

However adding the facilityId field to the OrderItemShipGroup could be
interesting, and would also help to improve the way purchase orders
are currently managed: during checkout you can select the facility
address in which you will receive the po, but then in the
OrderItemShipGroup only the contactMechId is stored; and in the order
detail screen the list of facilities that you can use to receive the
order is determined filtering them by that contactMechId... a bit
funny in my opinion.
Having the facilityId would help to simplify the code.

Jacopo

>> If not enough inventory the item becomes back
>> ordered?
>
> Well, that's what the current code does, but is that what you want
> to have it do?
>
> -David
>
>
>
>

smime.p7s (3K) Download Attachment

lshein

Creating Single orders whcih have products that ship from different facilities

David,

I would like to keep this thread alive as I see adding the facility to the
order item ship group will be useful for all. I also have the time at the
moment to make the changes we discuss and submit as a JIRA back to the
community.

Before I make any changes I would just like to insure we are all on the same
page as to what the changes should be. So far I have identified the reserve
inventory services that need to change (see below). Do you want me to look
into writing up changes for the Data model and the shopping cart to accept
and process a facility id on order generation?

We can also look GUI changes needed for accepting a facility on order entry.

What do you think?

Order Services
Method: reserveInventory()
In the reserve inventory method of this service each order item is
interrogated to see if the fromInventoryItemId was passed. If so the
related facility of the item is passed to the reserve Inventory
service specifying where availability and reservations should be done.

Reserve Store Inventory
ProductStoreServices.xml
Simple Method: reserveStoreInventory
Modified the service parameters to accept an optional 'facilityId'
field.
If a specific facilityId is passed in to this method:
Perform sanity check against the entity:ProductStoreFacility to
insure the facility has been associated to the product store (required
param of the service). In other words does this Product Store ship
products from this facility?
Call Simple Method reserveProductInventoryByFacility.

- Len

-----Original Message-----
From: Jacopo Cappellato [mailto:[hidden email]]
Sent: Thursday, July 31, 2008 7:45 AM
To: [hidden email]
Cc: Nick Rosser; Dave Tenerowicz; [hidden email]
Subject: Re: Creating Single orders whcih have products thatneed to ship
from differnt facilities

On Jul 30, 2008, at 9:32 PM, David Jones wrote:

>> If not enough inventory the item becomes back
>> ordered?
>
> Well, that's what the current code does, but is that what you want
> to have it do?
>
> -David
>
>
>
>