Expense Declaration and processing

[Pierre Smits]

Hi All,

Yesterday evening Eduardo (Arellano), Anil (Patel) and myself had a first
brainstorm session via skype about how to deal with (travel) expense
registration and processing in OFBiz.

In any organization, employees are faced with costs that they incur during
the performance of their functions and / or duties. This happens in
organisations of any size and across all industry sectors. And it happens
throughout the organisation, whether trying to get new business deals (e.g.
sales staff), implementing sold products (e.g. service engineers) or
supporting existing customers (e.g. consultants etc). To name but a few.
The employees pay these expenses out of pocket (cash), with their personal
bank or credit card or with company issued credit cards, vouchers or cash
advances.

The three of us agreed that an Expense application would be bringing added
value to the feature (and functionality) portfolio of OFBiz and we
discussed potential requirements, processes, issues, data entities and
elements. We also discussed a potential first release and a roadmap. This
brainstorm session proved very valuable visavis insights about reusing
existing data, entities and functions in existing applications like
Accounting, Catalog, HR, Workflow and even Content.

As this is intended as a community endeavour I invite every person
participating in this project to share their experiences, insights and
provide feedback on this subject (in general) and/or pertaining documents
in WIKI (regarding solution description, use cases, etc) and JIRA
(regarding issues, etc). Of course the documents in WIKI and JIRA need to
be created first. This will happen over the coming days/weeks, and I will
keep you posted about the progress here.

Regards,


Pierre Smits

*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com

[Pierre Smits]

The place holder JIRA issue has been created. It can be found here (
OFBIZ-5473 <https://issues.apache.org/jira/browse/OFBIZ-5473>).


Pierre Smits

*ORRTIZ.COM <http://www.orrtiz.com>*
Services & Solutions for Cloud-
Based Manufacturing, Professional
Services and Retail & Trade
http://www.orrtiz.com


On Sat, Jan 11, 2014 at 2:13 PM, Pierre Smits <[hidden email]>wrote:

> Hi All,
>
> Yesterday evening Eduardo (Arellano), Anil (Patel) and myself had a first
> brainstorm session via skype about how to deal with (travel) expense
> registration and processing in OFBiz.
>
> In any organization, employees are faced with costs that they incur during
> the performance of their functions and / or duties. This happens in
> organisations of any size and across all industry sectors. And it happens
> throughout the organisation, whether trying to get new business deals (e.g.
> sales staff), implementing sold products (e.g. service engineers) or
> supporting existing customers (e.g. consultants etc). To name but a few.
> The employees pay these expenses out of pocket (cash), with their personal
> bank or credit card or with company issued credit cards, vouchers or cash
> advances.
>
> The three of us agreed that an Expense application would be bringing added
> value to the feature (and functionality) portfolio of OFBiz and we
> discussed potential requirements, processes, issues, data entities and
> elements. We also discussed a potential first release and a roadmap. This
> brainstorm session proved very valuable visavis insights about reusing
> existing data, entities and functions in existing applications like
> Accounting, Catalog, HR, Workflow and even Content.
>
> As this is intended as a community endeavour I invite every person
> participating in this project to share their experiences, insights and
> provide feedback on this subject (in general) and/or pertaining documents
> in WIKI (regarding solution description, use cases, etc) and JIRA
> (regarding issues, etc). Of course the documents in WIKI and JIRA need to
> be created first. This will happen over the coming days/weeks, and I will
> keep you posted about the progress here.
>
> Regards,
>
>
> Pierre Smits
>
> *ORRTIZ.COM <http://www.orrtiz.com>*
> Services & Solutions for Cloud-
> Based Manufacturing, Professional
> Services and Retail & Trade
> http://www.orrtiz.com
>