RE: Business Process Question - Best Way to Handle

[james-2]

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[Pierre Smits]

Hi James,

Please see inline.

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, Jun 14, 2017 at 1:59 PM, <[hidden email]> wrote:

> Pierre - Thank you for this description.  So if I am correct...I
> invoices a virtual "core charge" item and utilizing the RMA section
>

The RMA process will ensure that you'll track getting the defective
component back, have it registered in inventory,  and that a Credit Note
(to the customer) can be generated.


> there is an "internal refurbishment" section of the RMA that will
>

Currently there is no 'internal refurbishment' section and/or process in
the RMA feature set.

That is why I suggested to use the Manufacturing component for this, to get
the defective component from inventory (decreasing the inventory) and
transform it into a new product and deliver that to inventory (e.g.
refurbished component, with its attributes and a different price) and have
your inventory correct again.


> convert the core charge inventory into a new different part ID?  If so
> this will definitely work.  Please let me know
>
>
Of course, when the defective component is not going to be refurbished, and
the supplier takes it back and replaces it (their RMA process) then you'll
have other process steps.

> -------- Original Message --------
> Subject: Re: Business Process Question - Best Way to Handle
> From: Pierre Smits <[hidden email]>
> Date: Thu, March 09, 2017 12:38 am
> To: [hidden email]
>
> James,
>
> Based on your short description, it looks like you're talking about the
> delivery and invoicing of non-serialized products, the return thereof
> and
> the further processing (internal/external refurbishment or replacement
> by
> supplier).
>
> Delivery of the product is straight-forward, invoicing it (as a charge)
> also. The return process (and associated credit-note) also Look at the
> RMAs. On internal refurbishment the returned product goes through a
> (virtual) refurbishment process (use manufacturing) to assign it a new
> product-id and other attributes and have the new product registered in
> inventory.
>
> Best regards,
>
> Pierre Smits
>
> ORRTIZ.COM <http://www.orrtiz.com>
> OFBiz based solutions & services
>
> OFBiz Extensions Marketplace
> http://oem.ofbizci.net/oci-2/
>
> On Thu, Mar 9, 2017 at 2:02 AM, Shi Jinghai <[hidden email]>
> wrote:
>
> > Thanks Paul!
> >
> > Great answer, very helpful to me.
> >
> > Glad to see James are working on a similar project as what we'll do for
> > Lenovo next month. It seems the customer service functions of
> manufacturers
> > are clouding, hope our OFBiz community can catch up this chance.
> >
> >
> > -----邮件原件-----
> > 发件人: Paul Mandeltort [mailto:[hidden email]]
> > 发送时间: 2017年3月9日 3:35
> > 收件人: [hidden email]
> > 主题: Re: Business Process Question - Best Way to Handle
> >
> > Technically you are buying the core from the customer and selling them a
> > new one.
> >
> > Here’s an off-the-top-of-my-head way to try but I may have missed a step
> > or two but will at least give you some ideas:
> >
> > To make it fit OFBiz flow, kick off a purchase order to that customer for
> > the core, which will put it into inventory and will work with the receive
> > PO flows when they do send it back. Ideally you would have unique part
> > number for each type of core involved to track that stuff properly.
> >
> > Then you can track each core with inventory items which can hold the core
> > serial numbers and statuses for their flow through refurbishment or
> > scrapping or manufacturer’s credit and all that jazz. If you end up
> sending
> > them to the manufacturer you just spit out a sales order for those
> specific
> > inventory items and everything is tidy.
> >
> > If you get fancy you can use the MRP process to put the cores through
> > internal refurbishment processes and put it back into inventory to send
> it
> > out again for future customers if the volume gets crazy and accountants
> get
> > involved. :-)
> >
> > If the purchase order gets filled (e.g. core received) take that payment
> > and apply it to the sales invoice. If it doesn’t, then apply the cash
> > payment to the invoice and cancel the PO.
> >
> > So you’ll always have a Core item on there and then either a payment from
> > the PO from the returned core, or a payment from the customer in cash for
> > the non-returned core and everything balances.
> >
> > You could adjust the PO forms so they are a “core return order” or
> > something like that for the customer to send the core to you.
> >
> > Only complication there is you need to make sure the customers are
> > identified as suppliers for those cores which could get a little
> > complicated and might muddy data a bit. Might be easier to make a generic
> > “Customer Core Return” supplier so it doesn’t get too messy. I think you
> > can still route the payments without customizing anything.
> >
> > —P
> >
> >
> > > On Mar 8, 2017, at 12:57 PM, <[hidden email]> <
> > [hidden email]> wrote:
> > >
> > > Thanks Craig. The main thing with the cores is you have to track that
> > > it is Outstanding with the customer and then when it comes back how do
> > > you account for it in inventory since it can be refurbished and then
> > > resold.
> > >
> > > Anyone else experience the business process of Cores and
> refurbishments?
> > >
> > > Thanks,
> > >
> > > James
> > >
> > > -------- Original Message --------
> > > Subject: Re: Business Process Question - Best Way to Handle
> > > From: Craig Parker <[hidden email]>
> > > Date: Wed, March 08, 2017 6:12 am
> > > To: [hidden email]
> > >
> > > I haven't gotten this far yet into OFBiz, but I'm already wondering
> > > the same kind of thing. Is there something like an item class you can
> > > create
> > >
> > > where things go on the invoice but there's no inventory? Things like
> > > labor, service charges, core charges, etc. I've seen in the ERP I work
> > > with now "generic" items, but they still get tracked inventory-wise;
> > > they're more for those big buckets of miscellaneous tools you see in
> > > auto stores near the front counter.
> > >
> > >
> > > On 03/08/2017 07:28 AM, [hidden email] wrote:
> > >> Good Morning. I am looking for the best way in Ofbiz to handle a
> > >> business process for one of my clients.
> > >>
> > >> They are a Consumer Electronics Parts Distributor and they sell
> > >> replacement parts for items like plasma TVs, refrigerators, etc. They
> > >> have a concept of a "Core" charge. A core charge is a price they
> > >> charge if the core or bad part has not been returned
> > >>
> > >> When they sell the part they add this core charge as a line item but
> > >> it is really not an inventory item when the replacement part. If the
> > >> core or bad part is returned then the core charge is removed from the
> > >> invoice. They have to track that the which order the core was
> > >> returned from as well as which customer.
> > >>
> > >> The core now goes into inventory as a bad part but can not go back in
> > >> with the original part number
> > >>
> > >> Now if the core is not returned the customer is responsible for the
> > >> original core charge.
> > >>
> > >> Anyone have experience in this industry or based on the brief
> > >> description above suggest the best way OFbiz can handle this process.
> > >>
> > >> Thanks in Advance!
> > >>
> > >> James
> >
> >
>