Managing purchase orders - import purposes

[jonatan soto]

Hello list,

I'm trying to implement the following scenario into Ofbiz but i prefer to
consult here firstly just in case it's possible to do it OOTB:


   - Actors: Destination company, Source company, International Carrier,
   Suppliers, Tax authorities


   - In most cases a purchase order will be send by sea, but sometimes could
   be send by air, it will depends of the urgency. The international carrier
   will be the same using both methods.
   - Money exchange commission and fees should be charged in some way to the
   products. Whislist: I will develop a gateway to the ECB (European Central
   Bank) to get the currency rate automatically updated every day. They provide
   the mechanism to integrate this into any application through XML so I don't
   think it will be very difficult.


   - I have different suppliers in the source country and I often will make
   orders grouping them. I usually use FCA incoterm but in some cases could be
   EXW for different suppliers. EXW represents that my international carrier
   picks up the order items and I will be charged for that.


   1. Everytime a purchase order is generated and received by the supplier,
   the items will be send to the international carrier warehouse located in the
   source country. I also have control of a company, settled in the source
   country, who will be the responsible of get the different invoices from the
   suppliers, unify them and make one invoice using the source company details.
   At this point port/airport charges of the source country will be applied.
   2. So, when the purchase orders reaches the destination port/airport
   charges of the will be applied. Once the orders successful passes the
   pertinent controls, the purchase order will be stored in the warehouse of
   the international carrier for a while. At this time some some taxes from the
   destination country will be applied (VAT, duty tax).
   3. Finally, the international carrier sends me the purchase order to my
   destination warehouse and give me the invoice including all the expenses
   mentioned before plus the freight expenses and the invoice previously
   generated by my company of the source country. The freight expenses are
   calculated in a different way depending on the service has been chosen, eg:
   LCL (Groupage), FCL (Full container...)


By now, I've created all the parties but don't know how to relate each other
in order to get this things sorted. I would like to get the total cost for
each product automatically calculated considering the volume and weight of
the purchase order and all taxes, commissions, etc.

It is not my intention to get a free-consulting session. I merely want to
know what is possible to do OOTB and what is not, so any kind of answers
that provide me a guidance (even those require customization) are fine and I
will appreciate a lot. In fact I would like to include my experience about
this in the wiki (extracting this to a generic procedure). Perharps in HEMP
as a story for import/export?


Thank you very much in advance.

[BJ Freeman]

the parts are there the business logic is not
I see few layers of business logic
one layer is basic to all countries
the next layer is specific to EU contries.
the next layer is your customization for your way of doing business.

the combining of PO like a forwarder would do is not really supported
and needs some evaluation.
it would be a agregite type of process.
you would need, a couple of inspection and re-organization points or
have a blanket PO to the forwared that associated the other PO.
you could also do something with shipping groups.

my  2cents off the top of my head.

=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
<http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro>


Jonatan Soto sent the following on 5/10/2010 9:35 AM:

> Hello list,
>
> I'm trying to implement the following scenario into Ofbiz but i prefer to
> consult here firstly just in case it's possible to do it OOTB:
>
>
>    - Actors: Destination company, Source company, International Carrier,
>    Suppliers, Tax authorities
>
>
>    - In most cases a purchase order will be send by sea, but sometimes could
>    be send by air, it will depends of the urgency. The international carrier
>    will be the same using both methods.
>    - Money exchange commission and fees should be charged in some way to the
>    products. Whislist: I will develop a gateway to the ECB (European Central
>    Bank) to get the currency rate automatically updated every day. They provide
>    the mechanism to integrate this into any application through XML so I don't
>    think it will be very difficult.
>
>
>    - I have different suppliers in the source country and I often will make
>    orders grouping them. I usually use FCA incoterm but in some cases could be
>    EXW for different suppliers. EXW represents that my international carrier
>    picks up the order items and I will be charged for that.
>
>
>    1. Everytime a purchase order is generated and received by the supplier,
>    the items will be send to the international carrier warehouse located in the
>    source country. I also have control of a company, settled in the source
>    country, who will be the responsible of get the different invoices from the
>    suppliers, unify them and make one invoice using the source company details.
>    At this point port/airport charges of the source country will be applied.
>    2. So, when the purchase orders reaches the destination port/airport
>    charges of the will be applied. Once the orders successful passes the
>    pertinent controls, the purchase order will be stored in the warehouse of
>    the international carrier for a while. At this time some some taxes from the
>    destination country will be applied (VAT, duty tax).
>    3. Finally, the international carrier sends me the purchase order to my
>    destination warehouse and give me the invoice including all the expenses
>    mentioned before plus the freight expenses and the invoice previously
>    generated by my company of the source country. The freight expenses are
>    calculated in a different way depending on the service has been chosen, eg:
>    LCL (Groupage), FCL (Full container...)
>
>
> By now, I've created all the parties but don't know how to relate each other
> in order to get this things sorted. I would like to get the total cost for
> each product automatically calculated considering the volume and weight of
> the purchase order and all taxes, commissions, etc.
>
> It is not my intention to get a free-consulting session. I merely want to
> know what is possible to do OOTB and what is not, so any kind of answers
> that provide me a guidance (even those require customization) are fine and I
> will appreciate a lot. In fact I would like to include my experience about
> this in the wiki (extracting this to a generic procedure). Perharps in HEMP
> as a story for import/export?
>
>
> Thank you very much in advance.
>

[Jacques Le Roux]

Hi Jonatan,

From: "Jonatan Soto" <[hidden email]>

> Hello list,
>
> I'm trying to implement the following scenario into Ofbiz but i prefer to
> consult here firstly just in case it's possible to do it OOTB:
>
>
>   - Actors: Destination company, Source company, International Carrier,
>   Suppliers, Tax authorities
>
>
>   - In most cases a purchase order will be send by sea, but sometimes could
>   be send by air, it will depends of the urgency. The international carrier
>   will be the same using both methods.
>   - Money exchange commission and fees should be charged in some way to the
>   products. Whislist: I will develop a gateway to the ECB (European Central
>   Bank) to get the currency rate automatically updated every day. They provide
>   the mechanism to integrate this into any application through XML so I don't
>   think it will be very difficult.

If it's open (I hope so) it would be good to have this in OFBiz

>
>   - I have different suppliers in the source country and I often will make
>   orders grouping them. I usually use FCA incoterm but in some cases could be
>   EXW for different suppliers. EXW represents that my international carrier
>   picks up the order items and I will be charged for that.
>
>
>   1. Everytime a purchase order is generated and received by the supplier,
>   the items will be send to the international carrier warehouse located in the
>   source country. I also have control of a company, settled in the source
>   country, who will be the responsible of get the different invoices from the
>   suppliers, unify them and make one invoice using the source company details.
>   At this point port/airport charges of the source country will be applied.
>   2. So, when the purchase orders reaches the destination port/airport
>   charges of the will be applied. Once the orders successful passes the
>   pertinent controls, the purchase order will be stored in the warehouse of
>   the international carrier for a while. At this time some some taxes from the
>   destination country will be applied (VAT, duty tax).
>   3. Finally, the international carrier sends me the purchase order to my
>   destination warehouse and give me the invoice including all the expenses
>   mentioned before plus the freight expenses and the invoice previously
>   generated by my company of the source country. The freight expenses are
>   calculated in a different way depending on the service has been chosen, eg:
>   LCL (Groupage), FCL (Full container...)
>
>
> By now, I've created all the parties but don't know how to relate each other
> in order to get this things sorted. I would like to get the total cost for
> each product automatically calculated considering the volume and weight of
> the purchase order and all taxes, commissions, etc.
>
> It is not my intention to get a free-consulting session. I merely want to
> know what is possible to do OOTB and what is not, so any kind of answers
> that provide me a guidance (even those require customization) are fine and I
> will appreciate a lot. In fact I would like to include my experience about
> this in the wiki (extracting this to a generic procedure). Perharps in HEMP
> as a story for import/export?

I did not check but if not it would be good to have one, seems like you have some elements...

Jacques
 
>
> Thank you very much in advance.
>

[jonatan soto]

Hi Jaques,

On Tue, May 11, 2010 at 6:38 PM, Jacques Le Roux <
[hidden email]> wrote:

> Hi Jonatan,
>
> From: "Jonatan Soto" <[hidden email]>
>
>  Hello list,
>>
>> I'm trying to implement the following scenario into Ofbiz but i prefer to
>> consult here firstly just in case it's possible to do it OOTB:
>>
>>
>>  - Actors: Destination company, Source company, International Carrier,
>>  Suppliers, Tax authorities
>>
>>
>>  - In most cases a purchase order will be send by sea, but sometimes could
>>  be send by air, it will depends of the urgency. The international carrier
>>  will be the same using both methods.
>>  - Money exchange commission and fees should be charged in some way to the
>>  products. Whislist: I will develop a gateway to the ECB (European Central
>>  Bank) to get the currency rate automatically updated every day. They
>> provide
>>  the mechanism to integrate this into any application through XML so I
>> don't
>>  think it will be very difficult.
>>
>
> If it's open (I hope so) it would be good to have this in OFBiz

Yes, it will be open.
Here is a guide that shows how to do it in php
http://www.ecb.int/stats/exchange/eurofxref/html/index.en.html. I will do it
as soon as I can. But before that I should sort out some things in order to
do it right.

>
>
>>  - I have different suppliers in the source country and I often will make
>>  orders grouping them. I usually use FCA incoterm but in some cases could
>> be
>>  EXW for different suppliers. EXW represents that my international carrier
>>  picks up the order items and I will be charged for that.
>>
>>
>>  1. Everytime a purchase order is generated and received by the supplier,
>>
>>  the items will be send to the international carrier warehouse located in
>> the
>>  source country. I also have control of a company, settled in the source
>>  country, who will be the responsible of get the different invoices from
>> the
>>  suppliers, unify them and make one invoice using the source company
>> details.
>>  At this point port/airport charges of the source country will be applied.
>>  2. So, when the purchase orders reaches the destination port/airport
>>
>>  charges of the will be applied. Once the orders successful passes the
>>  pertinent controls, the purchase order will be stored in the warehouse of
>>  the international carrier for a while. At this time some some taxes from
>> the
>>  destination country will be applied (VAT, duty tax).
>>  3. Finally, the international carrier sends me the purchase order to my
>>
>>  destination warehouse and give me the invoice including all the expenses
>>  mentioned before plus the freight expenses and the invoice previously
>>  generated by my company of the source country. The freight expenses are
>>  calculated in a different way depending on the service has been chosen,
>> eg:
>>  LCL (Groupage), FCL (Full container...)
>>
>>
>> By now, I've created all the parties but don't know how to relate each
>> other
>> in order to get this things sorted. I would like to get the total cost for
>> each product automatically calculated considering the volume and weight of
>> the purchase order and all taxes, commissions, etc.
>>
>> It is not my intention to get a free-consulting session. I merely want to
>> know what is possible to do OOTB and what is not, so any kind of answers
>> that provide me a guidance (even those require customization) are fine and
>> I
>> will appreciate a lot. In fact I would like to include my experience about
>> this in the wiki (extracting this to a generic procedure). Perharps in
>> HEMP
>> as a story for import/export?
>>
>
> I did not check but if not it would be good to have one, seems like you
> have some elements...
>

Yes I have. Probably I don't have a very complicated import scenario, but I
think it will be valuable for others whom want to do a similar
implementation/adaptation in Ofbiz like story of a retail store was for me.
For export purposes I think should be very straightforward.



>
> Jacques
>
>
>
>> Thank you very much in advance.
>>
>>
>

[jonatan soto]

Hi BJ,

On Mon, May 10, 2010 at 10:21 PM, BJ Freeman <[hidden email]> wrote:

> the parts are there the business logic is not
> I see few layers of business logic
> one layer is basic to all countries
> the next layer is specific to EU contries.
> the next layer is your customization for your way of doing business.
>
> the combining of PO like a forwarder would do is not really supported
> and needs some evaluation.
>

I don't think combination of PO is really necessary. I think if I create
different PO using the source company with the shipping info of the
international carrier source warehouse and then create one unique PO from
the source company to the destination company that merges all the items of
the different PO created before could work. What do you think?



> it would be a agregite type of process.
> you would need, a couple of inspection and re-organization points or
> have a blanket PO to the forwared that associated the other PO.
> you could also do something with shipping groups.
>

May you give more details about shipping groups. I'm trying to define the
following with no success:

- I've my source company who creates a purchase order using the
international carrier. When I'm creating the purchase order I can't
associate it with a shipping group for it because the source company doesn't
have an associated store so no facility is defined. Even if I try to 'Ship
to another party' and set my international carrier doesn't work. I've
checked the code a little bit and I saw that 'shipToPartyId' field of
ShipSettings.groovy is only used when it's a sales order. May anyone tell me
if this is correct?
- I've also defined two more facilities and grouped them. One is used for
the international carrier source warehouse and the other one for the
international carrier destination warehouse and owned by the international
party. I am trying to define a shipping route but I am very stuck with it.


Thanks for your help!

>
> my  2cents off the top of my head.
>
> =========================
> BJ Freeman
> http://bjfreeman.elance.com
> Strategic Power Office with Supplier Automation <
> http://www.businessesnetwork.com/automation/viewforum.php?f=93>
> Specialtymarket.com <http://www.specialtymarket.com/>
>
> Systems Integrator-- Glad to Assist
>
> Chat  Y! messenger: bjfr33man
> Linkedin
> <
> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro
> >
>
>
> Jonatan Soto sent the following on 5/10/2010 9:35 AM:
> > Hello list,
> >
> > I'm trying to implement the following scenario into Ofbiz but i prefer to
> > consult here firstly just in case it's possible to do it OOTB:
> >
> >
> >    - Actors: Destination company, Source company, International Carrier,
> >    Suppliers, Tax authorities
> >
> >
> >    - In most cases a purchase order will be send by sea, but sometimes
> could
> >    be send by air, it will depends of the urgency. The international
> carrier
> >    will be the same using both methods.
> >    - Money exchange commission and fees should be charged in some way to
> the
> >    products. Whislist: I will develop a gateway to the ECB (European
> Central
> >    Bank) to get the currency rate automatically updated every day. They
> provide
> >    the mechanism to integrate this into any application through XML so I
> don't
> >    think it will be very difficult.
> >
> >
> >    - I have different suppliers in the source country and I often will
> make
> >    orders grouping them. I usually use FCA incoterm but in some cases
> could be
> >    EXW for different suppliers. EXW represents that my international
> carrier
> >    picks up the order items and I will be charged for that.
> >
> >
> >    1. Everytime a purchase order is generated and received by the
> supplier,
> >    the items will be send to the international carrier warehouse located
> in the
> >    source country. I also have control of a company, settled in the
> source
> >    country, who will be the responsible of get the different invoices
> from the
> >    suppliers, unify them and make one invoice using the source company
> details.
> >    At this point port/airport charges of the source country will be
> applied.
> >    2. So, when the purchase orders reaches the destination port/airport
> >    charges of the will be applied. Once the orders successful passes the
> >    pertinent controls, the purchase order will be stored in the warehouse
> of
> >    the international carrier for a while. At this time some some taxes
> from the
> >    destination country will be applied (VAT, duty tax).
> >    3. Finally, the international carrier sends me the purchase order to
> my
> >    destination warehouse and give me the invoice including all the
> expenses
> >    mentioned before plus the freight expenses and the invoice previously
> >    generated by my company of the source country. The freight expenses
> are
> >    calculated in a different way depending on the service has been
> chosen, eg:
> >    LCL (Groupage), FCL (Full container...)
> >
> >
> > By now, I've created all the parties but don't know how to relate each
> other
> > in order to get this things sorted. I would like to get the total cost
> for
> > each product automatically calculated considering the volume and weight
> of
> > the purchase order and all taxes, commissions, etc.
> >
> > It is not my intention to get a free-consulting session. I merely want to
> > know what is possible to do OOTB and what is not, so any kind of answers
> > that provide me a guidance (even those require customization) are fine
> and I
> > will appreciate a lot. In fact I would like to include my experience
> about
> > this in the wiki (extracting this to a generic procedure). Perharps in
> HEMP
> > as a story for import/export?
> >
> >
> > Thank you very much in advance.
> >
>
>
>

[BJ Freeman]

The basics are the same there are many ways to implement.
:D
Consolidate and aggregate so  you can keep track of costs at the
different stages.

=========================
BJ Freeman
http://bjfreeman.elance.com
Strategic Power Office with Supplier Automation <http://www.businessesnetwork.com/automation/viewforum.php?f=93>
Specialtymarket.com <http://www.specialtymarket.com/>

Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man
Linkedin
<http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro>


Jonatan Soto sent the following on 5/12/2010 2:57 AM:

> Hi BJ,
>
> On Mon, May 10, 2010 at 10:21 PM, BJ Freeman <[hidden email]> wrote:
>
>> the parts are there the business logic is not
>> I see few layers of business logic
>> one layer is basic to all countries
>> the next layer is specific to EU contries.
>> the next layer is your customization for your way of doing business.
>>
>> the combining of PO like a forwarder would do is not really supported
>> and needs some evaluation.
>>
>
> I don't think combination of PO is really necessary. I think if I create
> different PO using the source company with the shipping info of the
> international carrier source warehouse and then create one unique PO from
> the source company to the destination company that merges all the items of
> the different PO created before could work. What do you think?
>
>
>
>> it would be a agregite type of process.
>> you would need, a couple of inspection and re-organization points or
>> have a blanket PO to the forwared that associated the other PO.
>> you could also do something with shipping groups.
>>
>
> May you give more details about shipping groups. I'm trying to define the
> following with no success:
>
> - I've my source company who creates a purchase order using the
> international carrier. When I'm creating the purchase order I can't
> associate it with a shipping group for it because the source company doesn't
> have an associated store so no facility is defined. Even if I try to 'Ship
> to another party' and set my international carrier doesn't work. I've
> checked the code a little bit and I saw that 'shipToPartyId' field of
> ShipSettings.groovy is only used when it's a sales order. May anyone tell me
> if this is correct?
> - I've also defined two more facilities and grouped them. One is used for
> the international carrier source warehouse and the other one for the
> international carrier destination warehouse and owned by the international
> party. I am trying to define a shipping route but I am very stuck with it.
>
>
> Thanks for your help!
>
>
>> my  2cents off the top of my head.
>>
>> =========================
>> BJ Freeman
>> http://bjfreeman.elance.com
>> Strategic Power Office with Supplier Automation <
>> http://www.businessesnetwork.com/automation/viewforum.php?f=93>
>> Specialtymarket.com <http://www.specialtymarket.com/>
>>
>> Systems Integrator-- Glad to Assist
>>
>> Chat  Y! messenger: bjfr33man
>> Linkedin
>> <
>> http://www.linkedin.com/profile?viewProfile=&key=1237480&locale=en_US&trk=tab_pro
>>
>> Jonatan Soto sent the following on 5/10/2010 9:35 AM:
>>> Hello list,
>>>
>>> I'm trying to implement the following scenario into Ofbiz but i prefer to
>>> consult here firstly just in case it's possible to do it OOTB:
>>>
>>>
>>>    - Actors: Destination company, Source company, International Carrier,
>>>    Suppliers, Tax authorities
>>>
>>>
>>>    - In most cases a purchase order will be send by sea, but sometimes
>> could
>>>    be send by air, it will depends of the urgency. The international
>> carrier
>>>    will be the same using both methods.
>>>    - Money exchange commission and fees should be charged in some way to
>> the
>>>    products. Whislist: I will develop a gateway to the ECB (European
>> Central
>>>    Bank) to get the currency rate automatically updated every day. They
>> provide
>>>    the mechanism to integrate this into any application through XML so I
>> don't
>>>    think it will be very difficult.
>>>
>>>
>>>    - I have different suppliers in the source country and I often will
>> make
>>>    orders grouping them. I usually use FCA incoterm but in some cases
>> could be
>>>    EXW for different suppliers. EXW represents that my international
>> carrier
>>>    picks up the order items and I will be charged for that.
>>>
>>>
>>>    1. Everytime a purchase order is generated and received by the
>> supplier,
>>>    the items will be send to the international carrier warehouse located
>> in the
>>>    source country. I also have control of a company, settled in the
>> source
>>>    country, who will be the responsible of get the different invoices
>> from the
>>>    suppliers, unify them and make one invoice using the source company
>> details.
>>>    At this point port/airport charges of the source country will be
>> applied.
>>>    2. So, when the purchase orders reaches the destination port/airport
>>>    charges of the will be applied. Once the orders successful passes the
>>>    pertinent controls, the purchase order will be stored in the warehouse
>> of
>>>    the international carrier for a while. At this time some some taxes
>> from the
>>>    destination country will be applied (VAT, duty tax).
>>>    3. Finally, the international carrier sends me the purchase order to
>> my
>>>    destination warehouse and give me the invoice including all the
>> expenses
>>>    mentioned before plus the freight expenses and the invoice previously
>>>    generated by my company of the source country. The freight expenses
>> are
>>>    calculated in a different way depending on the service has been
>> chosen, eg:
>>>    LCL (Groupage), FCL (Full container...)
>>>
>>>
>>> By now, I've created all the parties but don't know how to relate each
>> other
>>> in order to get this things sorted. I would like to get the total cost
>> for
>>> each product automatically calculated considering the volume and weight
>> of
>>> the purchase order and all taxes, commissions, etc.
>>>
>>> It is not my intention to get a free-consulting session. I merely want to
>>> know what is possible to do OOTB and what is not, so any kind of answers
>>> that provide me a guidance (even those require customization) are fine
>> and I
>>> will appreciate a lot. In fact I would like to include my experience
>> about
>>> this in the wiki (extracting this to a generic procedure). Perharps in
>> HEMP
>>> as a story for import/export?
>>>
>>>
>>> Thank you very much in advance.
>>>
>>
>>
>