Multiple Subsidiaries in OfBiz

[james-2]

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The author has deleted this message.

[Divesh Dutta-2]

I will say OFBiz handles most of this out of the box.

Thanks
--
Divesh

On Tue, Jan 24, 2017 at 4:28 AM, <[hidden email]> wrote:

> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
>
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
> Each company can fulfill from each others warehouse (intercompany
> transaction)
>     Should be able to invoice each other
> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
>
> We can use external reporting to handle the Intercompany consolidation
>
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
>
> Thanks in Advance.
>
> James
> Productive One
>

[Mridul Pathak-3]

Hello James,

Yes, multiple companies can be setup in OFBiz and independent company
management (accounting, ordering, warehousing, procuring, etc) is
achievable. Please seem my comments inline.

Thanks & Regards
Mridul Pathak
Hotwax Systems
http://www.hotwaxsystems.com <http://www.hotwaxmedia.com>

On Tue, Jan 24, 2017 at 4:28 AM, <[hidden email]> wrote:

> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
>
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
>

All of the above can be configured using PartyRelationship.


> Each company can fulfill from each others warehouse (intercompany
> transaction)
>
    Should be able to invoice each other
>

You should be able to maintain inter company customer/supplier
relationships and raise SOs and POs.


> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
>

With correct setup specific to each company above items could be achieved
easily. Following are few entities involved in configuration.
1) Party (Company in internal organization role)
2) PartyAcctgPreferences (Specific to each company)
3) GL setup specific to each company
4) ProductStore setup tied to the specific company
5) Facility (Warehouse) setup for each company. A company could be setup as
warehouse owner.


>
> We can use external reporting to handle the Intercompany consolidation
>

That should be a good approach.


>
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
>

In essence it all depends on data modeling. If standard approach with
proper understanding of OFBiz data model and API is followed then pretty
much all the OOTB workflows should execute as expected.


>
> Thanks in Advance.
>
> James
> Productive One
>

[Sharan Foga]

Hi James

At one point the standard OFBiz demo had demo data that was that of a global parent company with multiple subsidiaries. We decided it was a bit too complicated a setup for most people so simplified the demo data to be a lot simpler (i.e a single company).

This means that somewhere in our SVN there are some demo data files that could help you if you are having problems setting things up.

Thanks
Sharan

On 2017-01-23 23:58 (+0100), <[hidden email]> wrote:

> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
>
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
> Each company can fulfill from each others warehouse (intercompany
> transaction)
>     Should be able to invoice each other
> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
>
> We can use external reporting to handle the Intercompany consolidation
>
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
>
> Thanks in Advance.
>
> James
> Productive One
>

[james-2]

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The author has deleted this message.

[Hans Bakker]

Good morning!

Let me share our experiences running ofbiz in a ofbiz tenant environment
with completely independent companies in separate databases.
We did this for about 2-3 years where we patched ofbiz to have:
1. multiple url's for a single tenant
2. add tenants without restart
3. a number of menus to add/disable tenants, delete and reload data and
make and restore backups.
4.We also had a way to enable certain components in hot-deploy for a
specific tenant.

This tenant component is not maintained any more but is still available
at: https://gerrit.antwebsystems.com/#/admin/projects/tenant

However, although it worked, it needed a lot of maintenance and
monitoring and got too complicated.

So, we now switched to a docker environment where we use ofbiz in a
docker container which is used in demo and production. Every company has
its own ofbiz docker image which is automatically built and installed in
production from Git once a day when there were changes in the
repository.(our GrowERP continuous everything platform) Now it is much
easier to have specific changes for specific companies. Further scaling
application servers is now much easier.
This is now running for over a year and is much easier to maintain.

All software required to run this setup is open source and can be found
at our gerrit.antwebsystems.com git repository as source; compiled
versions at https://www.growerp.com/control/main?contentId=GROWERP_DEMO

Regards,
Hans Bakker

CEO antwebsystems.com

On 31/01/17 16:14, Sharan Foga wrote:

> Hi James
>
> At one point the standard OFBiz demo had demo data that was that of a global parent company with multiple subsidiaries. We decided it was a bit too complicated a setup for most people so simplified the demo data to be a lot simpler (i.e a single company).
>
> This means that somewhere in our SVN there are some demo data files that could help you if you are having problems setting things up.
>
> Thanks
> Sharan
>
> On 2017-01-23 23:58 (+0100), <[hidden email]> wrote:
>> Hi all I am new to this group so hopefully I am posting in the correct
>> areas.  We would like to set up OfBiz with Multiple Companies that all
>> roll up into a Parent Company.  We are looking for the following:
>>
>> Separate Vendors (CRM tied to a separate company)
>> Separate Customers (CRM tied to a seperate company
>> Sales Associates can be tied to multiple companies
>> Each company can fulfill from each others warehouse (intercompany
>> transaction)
>>     Should be able to invoice each other
>> Warehouses should be tied to a company
>> Stores should be tied to a company
>> Financials Should be tied to a company
>> Purchases Should be tied to a company
>> Each company could have separate currency
>> Each company could have separate language
>>
>> We can use external reporting to handle the Intercompany consolidation
>>
>> My question is does Ofbiz handle this OTB?  If so what are the key areas
>> we need to configure for this to handle properly.
>>
>> Thanks in Advance.
>>
>> James
>> Productive One
>>

--

Regards,

Hans Bakker
CEO, http://antwebsystems.com

[Sharan Foga]

Hi James

I'm afraid that no check list exists for this. I think the strategy in the past was to create demo data covering a wide range of requirements. People downloading OFBiz could load the data and then decide which suited them.

They could then copy those files and edit them to reflect their own setup. Then they could load OFBiz using their 'updated versions of demo files' which would fit their businesses better.

I think that we miss this type of documentation and functional setup information so as a community it would be good for us to focus on it and close these gaps.

If you're willing to help us develop this further and share your experience that would be great.

Thanks
Sharan

On 2017-02-01 00:09 (+0100), <[hidden email]> wrote:

> Sharon - Given that it is complex has there been a check list or
> document created that shows all the relationships and roles that are
> needed for this to function correctly?  Thanks in advance!
>
> -------- Original Message --------
> Subject: Re: Multiple Subsidiaries in OfBiz
> From: "Sharan Foga"<[hidden email]>
> Date: Tue, January 31, 2017 2:14 am
> To: <[hidden email]>
>
> Hi James
>
> At one point the standard OFBiz demo had demo data that was that of a
> global parent company with multiple subsidiaries. We decided it was a
> bit too complicated a setup for most people so simplified the demo data
> to be a lot simpler (i.e a single company).
>
> This means that somewhere in our SVN there are some demo data files that
> could help you if you are having problems setting things up.
>
> Thanks
> Sharan
>
> On 2017-01-23 23:58 (+0100), <[hidden email]> wrote:
> > Hi all I am new to this group so hopefully I am posting in the correct
> > areas. We would like to set up OfBiz with Multiple Companies that all
> > roll up into a Parent Company. We are looking for the following:
> >
> > Separate Vendors (CRM tied to a separate company)
> > Separate Customers (CRM tied to a seperate company
> > Sales Associates can be tied to multiple companies
> > Each company can fulfill from each others warehouse (intercompany
> > transaction)
> > Should be able to invoice each other
> > Warehouses should be tied to a company
> > Stores should be tied to a company
> > Financials Should be tied to a company
> > Purchases Should be tied to a company
> > Each company could have separate currency
> > Each company could have separate language
> >
> > We can use external reporting to handle the Intercompany consolidation
> >
> > My question is does Ofbiz handle this OTB? If so what are the key areas
> > we need to configure for this to handle properly.
> >
> > Thanks in Advance.
> >
> > James
> > Productive One
> >
>

[Pierre Smits]

Hi James,

The various releases still have a demo dataset on board to show how
subsidiaries (divisions/business units) can be configured. The data can be
found in the DemoOrganisationData.xml file.

Best regards,

Pierre Smits

ORRTIZ.COM <http://www.orrtiz.com>
OFBiz based solutions & services

OFBiz Extensions Marketplace
http://oem.ofbizci.net/oci-2/

On Wed, Feb 1, 2017 at 4:24 PM, Sharan Foga <[hidden email]> wrote:

> Hi James
>
> I'm afraid that no check list exists for this. I think the strategy in the
> past was to create demo data covering a wide range of requirements. People
> downloading OFBiz could load the data and then decide which suited them.
>
> They could then copy those files and edit them to reflect their own setup.
> Then they could load OFBiz using their 'updated versions of demo files'
> which would fit their businesses better.
>
> I think that we miss this type of documentation and functional setup
> information so as a community it would be good for us to focus on it and
> close these gaps.
>
> If you're willing to help us develop this further and share your
> experience that would be great.
>
> Thanks
> Sharan
>
> On 2017-02-01 00:09 (+0100), <[hidden email]> wrote:
> > Sharon - Given that it is complex has there been a check list or
> > document created that shows all the relationships and roles that are
> > needed for this to function correctly?  Thanks in advance!
> >
> > -------- Original Message --------
> > Subject: Re: Multiple Subsidiaries in OfBiz
> > From: "Sharan Foga"<[hidden email]>
> > Date: Tue, January 31, 2017 2:14 am
> > To: <[hidden email]>
> >
> > Hi James
> >
> > At one point the standard OFBiz demo had demo data that was that of a
> > global parent company with multiple subsidiaries. We decided it was a
> > bit too complicated a setup for most people so simplified the demo data
> > to be a lot simpler (i.e a single company).
> >
> > This means that somewhere in our SVN there are some demo data files that
> > could help you if you are having problems setting things up.
> >
> > Thanks
> > Sharan
> >
> > On 2017-01-23 23:58 (+0100), <[hidden email]> wrote:
> > > Hi all I am new to this group so hopefully I am posting in the correct
> > > areas. We would like to set up OfBiz with Multiple Companies that all
> > > roll up into a Parent Company. We are looking for the following:
> > >
> > > Separate Vendors (CRM tied to a separate company)
> > > Separate Customers (CRM tied to a seperate company
> > > Sales Associates can be tied to multiple companies
> > > Each company can fulfill from each others warehouse (intercompany
> > > transaction)
> > > Should be able to invoice each other
> > > Warehouses should be tied to a company
> > > Stores should be tied to a company
> > > Financials Should be tied to a company
> > > Purchases Should be tied to a company
> > > Each company could have separate currency
> > > Each company could have separate language
> > >
> > > We can use external reporting to handle the Intercompany consolidation
> > >
> > > My question is does Ofbiz handle this OTB? If so what are the key areas
> > > we need to configure for this to handle properly.
> > >
> > > Thanks in Advance.
> > >
> > > James
> > > Productive One
> > >
> >
>