OFBiz Blog - May 2017 Update

[Sharan Foga]

Hi Everyone

Our regular monthly blog update is now available at the link below:

https://blogs.apache.org/ofbiz/entry/apache-ofbiz-news-may-2017

As always thanks very much to Michael and  Jacques for their help putting it together and reviewing it.

Thanks
Sharan

[Craig Parker]

I'm tooling around the demo site and don't see what I'm looking for.
I've called them "GL Defaults" for years, but maybe they're called
something different in OFBiz...

When some action occurs (AR payments on account, bank deposits, company
vehicle repair bills) is there an application that lets you set which GL
account gets credited/debited by default?

[taher]

Thank you folks for the continuous great work.

On Fri, Jun 9, 2017 at 7:03 PM, Sharan Foga <[hidden email]> wrote:

> Hi Everyone
>
> Our regular monthly blog update is now available at the link below:
>
> https://blogs.apache.org/ofbiz/entry/apache-ofbiz-news-may-2017
>
> As always thanks very much to Michael and  Jacques for their help putting
> it together and reviewing it.
>
> Thanks
> Sharan
>

[taher]

I think it's an easy question with a difficult answer. It depends on what
the "action" is. Some level of automation happens when using the order
component. Others when creating certain invoices / payments by setting the
appropriate mapping to GL in the accounting components.

I hope others can help answer your question better than I could, but I
believe there no central "application" to trigger debit / credit
transactions based on events. I think it's really scattered across
different components for different purposes using different methodologies
(UI event, SECAs, parameter mapping, custom code, etc ...)

So I think perhaps being more specific about the problem you're facing
might help give you better feedback.

On Sat, Jun 10, 2017 at 4:47 AM, Craig Parker <[hidden email]> wrote:

> I'm tooling around the demo site and don't see what I'm looking for. I've
> called them "GL Defaults" for years, but maybe they're called something
> different in OFBiz...
>
> When some action occurs (AR payments on account, bank deposits, company
> vehicle repair bills) is there an application that lets you set which GL
> account gets credited/debited by default?
>

[Yash Sharma]

Hello Craig,

There is two file where demo data for GL Accounts is placed for default
organization, look into DemoGeneralChartOfAccounts.xml and
DemoGlSetupData.xml files in accounting component.


On Sat, Jun 10, 2017 at 2:05 PM Taher Alkhateeb <[hidden email]>
wrote:

> I think it's an easy question with a difficult answer. It depends on what
> the "action" is. Some level of automation happens when using the order
> component. Others when creating certain invoices / payments by setting the
> appropriate mapping to GL in the accounting components.
>
> I hope others can help answer your question better than I could, but I
> believe there no central "application" to trigger debit / credit
> transactions based on events. I think it's really scattered across
> different components for different purposes using different methodologies
> (UI event, SECAs, parameter mapping, custom code, etc ...)
>
> So I think perhaps being more specific about the problem you're facing
> might help give you better feedback.
>
> On Sat, Jun 10, 2017 at 4:47 AM, Craig Parker <[hidden email]> wrote:
>
> > I'm tooling around the demo site and don't see what I'm looking for. I've
> > called them "GL Defaults" for years, but maybe they're called something
> > different in OFBiz...
> >
> > When some action occurs (AR payments on account, bank deposits, company
> > vehicle repair bills) is there an application that lets you set which GL
> > account gets credited/debited by default?
> >
>

--
*Pradhan Yash Sharma* | Enterprise Software Engineer
HotWax Commerce <http://www.hotwax.co/> by HotWax Systems
<http://www.hotwaxsystems.com/>
Plot no. 80, Scheme no. 78 Part 2, Near Brilliant Convention Center, Indore,
M.P. 452010
Cell phone: [phone]

HotWax Systems recently received 8 mentions in *The Gartner Digital
Commerce Vendor Guide, 2016 *by Gartner, Inc., the world's leading IT
research and advisory company. Learn more about our research here
<https://www.gartner.com/technology/media-products/newsletters/HotWax/1-2UVLP6M/index.html>
.
<http://www.hotwax.co/>

[stimits]

There is a SQL table which is easier to see than XML. If you have direct access to the OfBiz SQL tables look at table GL_ACCOUNTS (loaded from this file and other GL_ tables).
 
----- Original Message -----From: Yash Sharma <[hidden email]>To: [hidden email]: Sat, 10 Jun 2017 09:00:19 -0000 (UTC)Subject: Re: GL Defaults

Hello Craig,

There is two file where demo data for GL Accounts is placed for defaultorganization, look into DemoGeneralChartOfAccounts.xml andDemoGlSetupData.xml files in accounting component.

On Sat, Jun 10, 2017 at 2:05 PM Taher Alkhateeb <[hidden email]>wrote:

> I think it's an easy question with a difficult answer. It depends on what> the "action" is. Some level of automation happens when using the order> component. Others when creating certain invoices / payments by setting the> appropriate mapping to GL in the accounting components.>> I hope others can help answer your question better than I could, but I> believe there no central "application" to trigger debit / credit> transactions based on events. I think it's really scattered across> different components for different purposes using different methodologies> (UI event, SECAs, parameter mapping, custom code, etc ...)>> So I think perhaps being more specific about the problem you're facing> might help give you better feedback.>> On Sat, Jun 10, 2017 at 4:47 AM, Craig Parker <[hidden email]> wrote:>> > I'm tooling around the demo site and don't see what I'm looking for. I've> > called them "GL Defaults" for years, but maybe they're called something> > different in OFBiz...> >> > When some action occurs (AR payments on account, bank deposits, company> > vehicle repair bills) is there an application that lets you set which GL> > account gets credited/debited by default?> >>-- *Pradhan Yash Sharma* | Enterprise Software EngineerHotWax Commerce <http://www.hotwax.co/> by HotWax Systems<http://www.hotwaxsystems.com/>Plot no. 80, Scheme no. 78 Part 2, Near Brilliant Convention Center, Indore,M.P. 452010Cell phone: [phone]

HotWax Systems recently received 8 mentions in *The Gartner DigitalCommerce Vendor Guide, 2016 *by Gartner, Inc., the world's leading ITresearch and advisory company. Learn more about our research here<https://www.gartner.com/technology/media-products/newsletters/HotWax/1-2UVLP6M/index.html>.<http://www.hotwax.co/>

[Sharan Foga]

Hi Craig

I think what you are looking for are called GL Account defaults in OFBiz and they can be configured and mapped using the standard OFBiz user screens.

The GL Account defaults are codes that describe a transaction or part of a transaction and allow you to specify which GL account (within your chart of a account) the transactions will be posted to.

You can find them via the following links in the OFBiz Menu structure:

1. Select Accounting
2. Select Organisation GL Settings
3. Click Setup (for the company)
4. Click GL Account Defaults

On the GL Accounts defaults screen, you can click the various links and see the mapping used for the demo data.

I think there are some setup parameters to control the automatic posting  (as not everyone might want to automatically post everything). By default our OFBiz demo is setup to automatically post all transactions to based on these settings.

Hope this helps.

Thanks
Sharan

On 2017-06-10 03:47 (+0200), Craig Parker <[hidden email]> wrote:
> I'm tooling around the demo site and don't see what I'm looking for.
> I've called them "GL Defaults" for years, but maybe they're called
> something different in OFBiz...
>
> When some action occurs (AR payments on account, bank deposits, company
> vehicle repair bills) is there an application that lets you set which GL
> account gets credited/debited by default?
>