How to add company to OFBiz?

[Donhu Vy]

Sample database has a company with internal departments. I deleted it. How to add a company to this?
(Screenshot: https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)

[Daniel Coric]

Hi Vy,

there is a wiki page "How to Setup a Company".
https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company

Hope this help.

Regards,
Daniel

On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
> Sample database has a company with internal departments. I deleted it. How to add a company to this?
> (Screenshot: https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
>

[Donhu Vy]

It is too old, out of date. I can't follow.

________________________________
From: Daniel Coric <[hidden email]>
Sent: Tuesday, June 27, 2017 4:04:11 PM
To: [hidden email]
Subject: Re: How to add company to OFBiz?

Hi Vy,

there is a wiki page "How to Setup a Company".
https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company

Hope this help.

Regards,
Daniel

On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
> Sample database has a company with internal departments. I deleted it. How to add a company to this?
> (Screenshot: https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
>

[Sharan Foga]

Hi Vy

I've started writing some How to documentation about this. It will be especially for people who have installed OFBiz without any of the demo data so the main setup like Company does not already exist.

It isnt finished  https://s.apache.org/LSVW  but the main steps should be:

1. Create an new party group (Note that you can enter the Party ID so you can call it Company)
2. Add an address and address purposes (You will need at least a primary address)
3. Add the role 'internal organization' as the main role
4. In Accounting / Organisation GL Settings click the 'Create New Accounting Company' then 'Setup' next to your company (then you should be able to setup your chart of accounts and account mappings)

You might also need to make sure that you have at least some accounts in your global GL settings template before you try creating the accounting company...

After that you should be able to setup the accounting preferences, setup the chart of account you want, and the account mappings.

Thanks
Sharan



On 2017-06-27 11:22 (+0200), Donhu Vy <[hidden email]> wrote:  

> It is too old, out of date. I can't follow.
>
> ________________________________
> From: Daniel Coric <[hidden email]>
> Sent: Tuesday, June 27, 2017 4:04:11 PM
> To: [hidden email]
> Subject: Re: How to add company to OFBiz?
>
> Hi Vy,
>
> there is a wiki page "How to Setup a Company".
> https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company
>
> Hope this help.
>
> Regards,
> Daniel
>
> On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
> > Sample database has a company with internal departments. I deleted it. How to add a company to this?
> > (Screenshot: https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
> >
>

[Rishi Solanki]

Also you can refer: accounting/data/DemoOrganizationData.xml



--
Rishi Solanki
Sr Manager, Enterprise Software Development
HotWax Systems Pvt. Ltd.
Direct: [phone]
http://www.hotwaxsystems.com

On Tue, Jun 27, 2017 at 3:31 PM, Sharan Foga <[hidden email]> wrote:

> Hi Vy
>
> I've started writing some How to documentation about this. It will be
> especially for people who have installed OFBiz without any of the demo data
> so the main setup like Company does not already exist.
>
> It isnt finished  https://s.apache.org/LSVW  but the main steps should be:
>
> 1. Create an new party group (Note that you can enter the Party ID so you
> can call it Company)
> 2. Add an address and address purposes (You will need at least a primary
> address)
> 3. Add the role 'internal organization' as the main role
> 4. In Accounting / Organisation GL Settings click the 'Create New
> Accounting Company' then 'Setup' next to your company (then you should be
> able to setup your chart of accounts and account mappings)
>
> You might also need to make sure that you have at least some accounts in
> your global GL settings template before you try creating the accounting
> company...
>
> After that you should be able to setup the accounting preferences, setup
> the chart of account you want, and the account mappings.
>
> Thanks
> Sharan
>
>
>
> On 2017-06-27 11:22 (+0200), Donhu Vy <[hidden email]> wrote:
> > It is too old, out of date. I can't follow.
> >
> > ________________________________
> > From: Daniel Coric <[hidden email]>
> > Sent: Tuesday, June 27, 2017 4:04:11 PM
> > To: [hidden email]
> > Subject: Re: How to add company to OFBiz?
> >
> > Hi Vy,
> >
> > there is a wiki page "How to Setup a Company".
> > https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company
> >
> > Hope this help.
> >
> > Regards,
> > Daniel
> >
> > On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
> > > Sample database has a company with internal departments. I deleted it.
> How to add a company to this?
> > > (Screenshot: https://user-images.githubusercontent.com/1328316/
> 27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
> > >
> >
>

[Jacques Le Roux]

Sharan, All,

I think it's good to have such end users documentation. I just thought that this is related with the ofbizsetup webapp (in commonext).

I was just wondering about its status. I just checked with trunk at https://localhost:8443/ofbizsetup/control/main. It seems to still be there but
needs more work (eg nothing in SetupData.xml)

Are we interested in maintaining it? Or should we only refer to end users documentation and put this webapp and related files in Attic?

Maybe we can have both, but then ofbizsetup needs clear specs and eventually a good implementation.

Jacques


Le 27/06/2017 à 12:01, Sharan Foga a écrit :

> Hi Vy
>
> I've started writing some How to documentation about this. It will be especially for people who have installed OFBiz without any of the demo data so the main setup like Company does not already exist.
>
> It isnt finished  https://s.apache.org/LSVW  but the main steps should be:
>
> 1. Create an new party group (Note that you can enter the Party ID so you can call it Company)
> 2. Add an address and address purposes (You will need at least a primary address)
> 3. Add the role 'internal organization' as the main role
> 4. In Accounting / Organisation GL Settings click the 'Create New Accounting Company' then 'Setup' next to your company (then you should be able to setup your chart of accounts and account mappings)
>
> You might also need to make sure that you have at least some accounts in your global GL settings template before you try creating the accounting company...
>
> After that you should be able to setup the accounting preferences, setup the chart of account you want, and the account mappings.
>
> Thanks
> Sharan
>
>
>
> On 2017-06-27 11:22 (+0200), Donhu Vy <[hidden email]> wrote:
>> It is too old, out of date. I can't follow.
>>
>> ________________________________
>> From: Daniel Coric <[hidden email]>
>> Sent: Tuesday, June 27, 2017 4:04:11 PM
>> To: [hidden email]
>> Subject: Re: How to add company to OFBiz?
>>
>> Hi Vy,
>>
>> there is a wiki page "How to Setup a Company".
>> https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company
>>
>> Hope this help.
>>
>> Regards,
>> Daniel
>>
>> On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
>>> Sample database has a company with internal departments. I deleted it. How to add a company to this?
>>> (Screenshot: https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
>>>

[Michael Brohl-3]

+1 for maintaining it.

I think this could be integrated in the Party Manager instead of being a
separate component.

Regards,

Michael


Am 27.06.17 um 14:09 schrieb Jacques Le Roux:

> Sharan, All,
>
> I think it's good to have such end users documentation. I just thought
> that this is related with the ofbizsetup webapp (in commonext).
>
> I was just wondering about its status. I just checked with trunk at
> https://localhost:8443/ofbizsetup/control/main. It seems to still be
> there but needs more work (eg nothing in SetupData.xml)
>
> Are we interested in maintaining it? Or should we only refer to end
> users documentation and put this webapp and related files in Attic?
>
> Maybe we can have both, but then ofbizsetup needs clear specs and
> eventually a good implementation.
>
> Jacques
>
>
> Le 27/06/2017 à 12:01, Sharan Foga a écrit :
>> Hi Vy
>>
>> I've started writing some How to documentation about this. It will be
>> especially for people who have installed OFBiz without any of the
>> demo data so the main setup like Company does not already exist.
>>
>> It isnt finished  https://s.apache.org/LSVW  but the main steps
>> should be:
>>
>> 1. Create an new party group (Note that you can enter the Party ID so
>> you can call it Company)
>> 2. Add an address and address purposes (You will need at least a
>> primary address)
>> 3. Add the role 'internal organization' as the main role
>> 4. In Accounting / Organisation GL Settings click the 'Create New
>> Accounting Company' then 'Setup' next to your company (then you
>> should be able to setup your chart of accounts and account mappings)
>>
>> You might also need to make sure that you have at least some accounts
>> in your global GL settings template before you try creating the
>> accounting company...
>>
>> After that you should be able to setup the accounting preferences,
>> setup the chart of account you want, and the account mappings.
>>
>> Thanks
>> Sharan
>>
>>
>>
>> On 2017-06-27 11:22 (+0200), Donhu Vy <[hidden email]> wrote:
>>> It is too old, out of date. I can't follow.
>>>
>>> ________________________________
>>> From: Daniel Coric <[hidden email]>
>>> Sent: Tuesday, June 27, 2017 4:04:11 PM
>>> To: [hidden email]
>>> Subject: Re: How to add company to OFBiz?
>>>
>>> Hi Vy,
>>>
>>> there is a wiki page "How to Setup a Company".
>>> https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company 
>>>
>>>
>>> Hope this help.
>>>
>>> Regards,
>>> Daniel
>>>
>>> On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
>>>> Sample database has a company with internal departments. I deleted
>>>> it. How to add a company to this?
>>>> (Screenshot:
>>>> https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
>>>>
>

[Sharan Foga]

I think it could be nice to keep it and tidy it up. (so +1 from me)

Party Manager fits with some of it I think (creating company and customer etc)  but maybe not all, because if I remember correctly it also sets up a first product too, and maybe warehouse so sounds a bit more like a type of general setup wizard...

Thanks
Sharan

On 2017-06-27 14:26 (+0200), Michael Brohl <[hidden email]> wrote:

> +1 for maintaining it.
>
> I think this could be integrated in the Party Manager instead of being a
> separate component.
>
> Regards,
>
> Michael
>
>
> Am 27.06.17 um 14:09 schrieb Jacques Le Roux:
> > Sharan, All,
> >
> > I think it's good to have such end users documentation. I just thought
> > that this is related with the ofbizsetup webapp (in commonext).
> >
> > I was just wondering about its status. I just checked with trunk at
> > https://localhost:8443/ofbizsetup/control/main. It seems to still be
> > there but needs more work (eg nothing in SetupData.xml)
> >
> > Are we interested in maintaining it? Or should we only refer to end
> > users documentation and put this webapp and related files in Attic?
> >
> > Maybe we can have both, but then ofbizsetup needs clear specs and
> > eventually a good implementation.
> >
> > Jacques
> >
> >
> > Le 27/06/2017 à 12:01, Sharan Foga a écrit :
> >> Hi Vy
> >>
> >> I've started writing some How to documentation about this. It will be
> >> especially for people who have installed OFBiz without any of the
> >> demo data so the main setup like Company does not already exist.
> >>
> >> It isnt finished  https://s.apache.org/LSVW  but the main steps
> >> should be:
> >>
> >> 1. Create an new party group (Note that you can enter the Party ID so
> >> you can call it Company)
> >> 2. Add an address and address purposes (You will need at least a
> >> primary address)
> >> 3. Add the role 'internal organization' as the main role
> >> 4. In Accounting / Organisation GL Settings click the 'Create New
> >> Accounting Company' then 'Setup' next to your company (then you
> >> should be able to setup your chart of accounts and account mappings)
> >>
> >> You might also need to make sure that you have at least some accounts
> >> in your global GL settings template before you try creating the
> >> accounting company...
> >>
> >> After that you should be able to setup the accounting preferences,
> >> setup the chart of account you want, and the account mappings.
> >>
> >> Thanks
> >> Sharan
> >>
> >>
> >>
> >> On 2017-06-27 11:22 (+0200), Donhu Vy <[hidden email]> wrote:
> >>> It is too old, out of date. I can't follow.
> >>>
> >>> ________________________________
> >>> From: Daniel Coric <[hidden email]>
> >>> Sent: Tuesday, June 27, 2017 4:04:11 PM
> >>> To: [hidden email]
> >>> Subject: Re: How to add company to OFBiz?
> >>>
> >>> Hi Vy,
> >>>
> >>> there is a wiki page "How to Setup a Company".
> >>> https://cwiki.apache.org/confluence/display/OFBIZ/How+to+Setup+a+Company 
> >>>
> >>>
> >>> Hope this help.
> >>>
> >>> Regards,
> >>> Daniel
> >>>
> >>> On 2017-06-27 10:26 (+0200), Donhu Vy <[hidden email]> wrote:
> >>>> Sample database has a company with internal departments. I deleted
> >>>> it. How to add a company to this?
> >>>> (Screenshot:
> >>>> https://user-images.githubusercontent.com/1328316/27577941-acece1f8-5b4c-11e7-8845-7da74d777cae.jpg)
> >>>>
> >
>
>
>