Re: Parent Company Functionality

[Rishi Solanki]

Dear James,
Please take a look at the PartyRelationship Data Model. Check the Internal
Organization role and party relationship types to better understand the
relationship among different parties.
In your case, you have organization as customer or purchaser, and its sub
organization may place the order. Ultimately, the order will be placed by
employee of the organization and/or sub organization. PartyRelationship
resolves this complexity as mentioned initially.

HTH!

Best Regards,
--
Rishi Solanki
*CTO, Mindpath Technology*
Intelligent Solutions
cell: [phone]
Skype: rishisolankii


On Thu, Nov 21, 2019 at 6:15 PM <[hidden email]> wrote:

> I would like to better understand the role functionality in Ofbiz as it
> relates to Parent Companies
>
> I have several customers in Ofbiz who order product under their own
> account.  We also have their Parent Company who is responsible for all
> of their child accounts Accounts Receivable.  Even though the child
> accounts can place orders ...all Accounts Receivable needs to reside
> under the Parent Account.  How would this be cnfigured in Ofbiz?
>
> Thanks,
>
> James
>

[Rishi Solanki]

Dear James,
I would say, go for financial account or billing account to link with
parent organization (account type is variable in your case). After that do
minor customization while setting the billing party of order as parent
organization and placing party as sub organization.

IMO, once you do this invoice should be automatically choose the parent
customer. If not then minor customization required here as well.

Best Regards,
--
Rishi Solanki
*CTO, Mindpath Technology*
Intelligent Solutions
skype: rishisolankii
cell: [phone]



On Mon, Nov 25, 2019 at 8:31 AM <[hidden email]> wrote:

> Rishi - Here is the example:
>
> DemoCustomer is a customer that has ParentCustomer that is responsible
> for the AR of DemoCustomers
>
> DemoCustomer calls and Orders GZ-1000 for $1000.
>
> DemoCustomer gets invoice for $1000
>
> When we look in financials the Account Receivable should be under
> ParentCustomer since they are responsible for DemoCustomer
>
> How can Ofbiz handle this
>
> -------- Original Message --------
> Subject: Re: Parent Company Functionality
> From: Rishi Solanki <[hidden email]>
> Date: Thu, November 21, 2019 10:35 pm
> To: ofbizuser <[hidden email]>
>
> Dear James,
> Please take a look at the PartyRelationship Data Model. Check the
> Internal
> Organization role and party relationship types to better understand the
> relationship among different parties.
> In your case, you have organization as customer or purchaser, and its
> sub
> organization may place the order. Ultimately, the order will be placed
> by
> employee of the organization and/or sub organization. PartyRelationship
> resolves this complexity as mentioned initially.
>
> HTH!
>
> Best Regards,
> --
> Rishi Solanki
> *CTO, Mindpath Technology*
> Intelligent Solutions
> cell: [phone]
> Skype: rishisolankii
>
>
> On Thu, Nov 21, 2019 at 6:15 PM <[hidden email]> wrote:
>
> > I would like to better understand the role functionality in Ofbiz as it
> > relates to Parent Companies
> >
> > I have several customers in Ofbiz who order product under their own
> > account. We also have their Parent Company who is responsible for all
> > of their child accounts Accounts Receivable. Even though the child
> > accounts can place orders ...all Accounts Receivable needs to reside
> > under the Parent Account. How would this be cnfigured in Ofbiz?
> >
> > Thanks,
> >
> > James
> >
>

[Rishi Solanki]

James,
Can not post the exact link because there is no direct example I could
find. But you can understand it form [1] it has fin account setup details
within company and gl account affected.

You may consider to look into the company hierarchy data in
AccountingDemoData.xml this would help you to get an idea on how hierarchy
maintain within organization after that you can apply the same for your
customer. Check the roleTypeId INTERNAL_ORGANIZATIO and related data.


[1]
https://demo-trunk.ofbiz.apache.org/accounting/control/EditFinAccount?finAccountId=ABN_CHECKING

Best Regards,
--
Rishi Solanki
*CTO, Mindpath Technology*
Intelligent Solutions
cell: [phone]
http://www.mindpathtech.com


On Mon, Nov 25, 2019 at 8:05 PM <[hidden email]> wrote:

> Can you send me a link to this section?
>
> -------- Original Message --------
> Subject: Re: Parent Company Functionality
> From: Rishi Solanki <[hidden email]>
> Date: Mon, November 25, 2019 3:26 am
> To: ofbizuser <[hidden email]>
>
> Dear James,
> I would say, go for financial account or billing account to link with
> parent organization (account type is variable in your case). After that
> do
> minor customization while setting the billing party of order as parent
> organization and placing party as sub organization.
>
> IMO, once you do this invoice should be automatically choose the parent
> customer. If not then minor customization required here as well.
>
> Best Regards,
> --
> Rishi Solanki
> *CTO, Mindpath Technology*
> Intelligent Solutions
> skype: rishisolankii
> cell: [phone]
>
>
>
> On Mon, Nov 25, 2019 at 8:31 AM <[hidden email]> wrote:
>
> > Rishi - Here is the example:
> >
> > DemoCustomer is a customer that has ParentCustomer that is responsible
> > for the AR of DemoCustomers
> >
> > DemoCustomer calls and Orders GZ-1000 for $1000.
> >
> > DemoCustomer gets invoice for $1000
> >
> > When we look in financials the Account Receivable should be under
> > ParentCustomer since they are responsible for DemoCustomer
> >
> > How can Ofbiz handle this
> >
> > -------- Original Message --------
> > Subject: Re: Parent Company Functionality
> > From: Rishi Solanki <[hidden email]>
> > Date: Thu, November 21, 2019 10:35 pm
> > To: ofbizuser <[hidden email]>
> >
> > Dear James,
> > Please take a look at the PartyRelationship Data Model. Check the
> > Internal
> > Organization role and party relationship types to better understand the
> > relationship among different parties.
> > In your case, you have organization as customer or purchaser, and its
> > sub
> > organization may place the order. Ultimately, the order will be placed
> > by
> > employee of the organization and/or sub organization. PartyRelationship
> > resolves this complexity as mentioned initially.
> >
> > HTH!
> >
> > Best Regards,
> > --
> > Rishi Solanki
> > *CTO, Mindpath Technology*
> > Intelligent Solutions
> > cell: [phone]
> > Skype: rishisolankii
> >
> >
> > On Thu, Nov 21, 2019 at 6:15 PM <[hidden email]> wrote:
> >
> > > I would like to better understand the role functionality in Ofbiz as it
> > > relates to Parent Companies
> > >
> > > I have several customers in Ofbiz who order product under their own
> > > account. We also have their Parent Company who is responsible for all
> > > of their child accounts Accounts Receivable. Even though the child
> > > accounts can place orders ...all Accounts Receivable needs to reside
> > > under the Parent Account. How would this be cnfigured in Ofbiz?
> > >
> > > Thanks,
> > >
> > > James
> > >
> >
>