Multi-Organization Rollup
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I have setup 3 internal organizations in PartyManager. Two of these internal organizations have a relationship of "Group Member of the top level organization (ID=10000)".
I have run sales transactions through the child/member organizations. When running Accounting/Financial reports for the top level organization (10000) I was expecting to see a financial rollup or consolidated accounting data from all of its members. I was not able to see the rollup. Does Ofbiz offer this capability? If so, did I miss something when setting up the Parties? Thank you, Evangelina Bowman |
Re: Multi-Organization Rollup
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Yes, this is supported. The easiest way to test it (and understand the data setup) is to look at the demo data. Once you've looked at how things are setup there it will be a lot easier to do it with data you add. -David On Jul 12, 2009, at 11:05 PM, Eva Bowman wrote: > > I have setup 3 internal organizations in PartyManager. Two of these > internal > organizations have a relationship of "Group Member of the top level > organization (ID=10000)". > > I have run sales transactions through the child/member > organizations. When > running Accounting/Financial reports for the top level organization > (10000) > I was expecting to see a financial rollup or consolidated accounting > data > from all of its members. I was not able to see the rollup. > > Does Ofbiz offer this capability? If so, did I miss something when > setting > up the Parties? > > Thank you, > Evangelina Bowman > -- > View this message in context: http://www.nabble.com/Multi-Organization-Rollup-tp24456225p24456225.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
Re: Multi-Organization Rollup
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The company/divisions setup mentioned by David is in the accounting/
data/DemoOrganizationData.xml See for example how the MARKETING division is associated to the Company party. Jacopo On Jul 13, 2009, at 10:03 AM, David E Jones wrote: > > Yes, this is supported. The easiest way to test it (and understand > the data setup) is to look at the demo data. Once you've looked at > how things are setup there it will be a lot easier to do it with > data you add. > > -David > > > On Jul 12, 2009, at 11:05 PM, Eva Bowman wrote: > >> >> I have setup 3 internal organizations in PartyManager. Two of these >> internal >> organizations have a relationship of "Group Member of the top level >> organization (ID=10000)". >> >> I have run sales transactions through the child/member >> organizations. When >> running Accounting/Financial reports for the top level organization >> (10000) >> I was expecting to see a financial rollup or consolidated >> accounting data >> from all of its members. I was not able to see the rollup. >> >> Does Ofbiz offer this capability? If so, did I miss something when >> setting >> up the Parties? >> >> Thank you, >> Evangelina Bowman >> -- >> View this message in context: http://www.nabble.com/Multi-Organization-Rollup-tp24456225p24456225.html >> Sent from the OFBiz - User mailing list archive at Nabble.com. >> > |
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Jacopo and David,
Thank you for the information. The Party setup is correct, however, the financial reports don't seem to be rolling up the data. When I generate a trial balance for the top level company (10000), the report does not combine the transactions associated with the member organizations. We looked in the ReportFinancialSummaryScreens.xml and it does not look like it is checking the company relationship and adding the financial data for the member organizations. Any ideas of what could be going wrong? Thanks, Eva
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Jira issue https://issues.apache.org/jira/browse/OFBIZ-2818 is created.
Thanks And Regards Sumit Pandit On Jul 22, 2009, at 5:35 AM, Eva Bowman wrote: > > Jacopo and David, > > Thank you for the information. The Party setup is correct, however, > the > financial reports don't seem to be rolling up the data. When I > generate a > trial balance for the top level company (10000), the report does not > combine > the transactions associated with the member organizations. We > looked in the > ReportFinancialSummaryScreens.xml and it does not look like it is > checking > the company relationship and adding the financial data for the member > organizations. > > Any ideas of what could be going wrong? > > Thanks, > Eva > > > Jacopo Cappellato-4 wrote: >> >> The company/divisions setup mentioned by David is in the accounting/ >> data/DemoOrganizationData.xml >> See for example how the MARKETING division is associated to the >> Company party. >> >> Jacopo >> >> On Jul 13, 2009, at 10:03 AM, David E Jones wrote: >> >>> >>> Yes, this is supported. The easiest way to test it (and understand >>> the data setup) is to look at the demo data. Once you've looked at >>> how things are setup there it will be a lot easier to do it with >>> data you add. >>> >>> -David >>> >>> >>> On Jul 12, 2009, at 11:05 PM, Eva Bowman wrote: >>> >>>> >>>> I have setup 3 internal organizations in PartyManager. Two of these >>>> internal >>>> organizations have a relationship of "Group Member of the top level >>>> organization (ID=10000)". >>>> >>>> I have run sales transactions through the child/member >>>> organizations. When >>>> running Accounting/Financial reports for the top level organization >>>> (10000) >>>> I was expecting to see a financial rollup or consolidated >>>> accounting data >>>> from all of its members. I was not able to see the rollup. >>>> >>>> Does Ofbiz offer this capability? If so, did I miss something when >>>> setting >>>> up the Parties? >>>> >>>> Thank you, >>>> Evangelina Bowman >>>> -- >>>> View this message in context: >>>> http://www.nabble.com/Multi-Organization-Rollup-tp24456225p24456225.html >>>> Sent from the OFBiz - User mailing list archive at Nabble.com. >>>> >>> >> >> >> > > -- > View this message in context: http://www.nabble.com/Multi-Organization-Rollup-tp24456225p24597919.html > Sent from the OFBiz - User mailing list archive at Nabble.com. > |
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