Transfer Orders (TOs)

[BJ Freeman]

what you want to do is a inventory transfer which is different than
shipping sales
so you best use the PO model and add the transfer code as a way to fill
the po, will save you a lot of headaches.



sducas sent the following on 2/1/2011 2:23 AM:


=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man

>
> PS:
>
> I guess I need to use orders (sales or transfer) because my customer needs
> to pick inventory transfer in the facility just like a sales order is
> picked... OfBiz Picking logic is very tight to orders and i guess separating
> picking logic from orders would be a huge workeffort..
>
> THX

[Jacques Le Roux]

This seems the right way indeed; but maybe some parts can be borrowed form orders sales and purchase?

My 2cts

Jacques

From: "BJ Freeman" <[hidden email]>

> what you want to do is a inventory transfer which is different than
> shipping sales
> so you best use the PO model and add the transfer code as a way to fill
> the po, will save you a lot of headaches.
>
>
>
> sducas sent the following on 2/1/2011 2:23 AM:
>
>
> =========================
> BJ Freeman
> Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
> Specialtymarket.com  <http://www.specialtymarket.com/>
> Systems Integrator-- Glad to Assist
>
> Chat  Y! messenger: bjfr33man
>
>>
>> PS:
>>
>> I guess I need to use orders (sales or transfer) because my customer needs
>> to pick inventory transfer in the facility just like a sales order is
>> picked... OfBiz Picking logic is very tight to orders and i guess separating
>> picking logic from orders would be a huge workeffort..
>>
>> THX
>

[BJ Freeman]

I agree I just assume everyone knows that,
but it is good to remind.
:D


=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man


Jacques Le Roux sent the following on 2/1/2011 6:26 AM:

> This seems the right way indeed; but maybe some parts can be borrowed
> form orders sales and purchase?
>
> My 2cts
>
> Jacques
>
> From: "BJ Freeman" <[hidden email]>
>> what you want to do is a inventory transfer which is different than
>> shipping sales
>> so you best use the PO model and add the transfer code as a way to
>> fill the po, will save you a lot of headaches.
>>
>>
>>
>> sducas sent the following on 2/1/2011 2:23 AM:
>>
>>
>> =========================
>> BJ Freeman
>> Strategic Power Office with Supplier Automation
>> <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
>> Specialtymarket.com <http://www.specialtymarket.com/>
>> Systems Integrator-- Glad to Assist
>>
>> Chat Y! messenger: bjfr33man
>>
>>>
>>> PS:
>>>
>>> I guess I need to use orders (sales or transfer) because my customer
>>> needs
>>> to pick inventory transfer in the facility just like a sales order is
>>> picked... OfBiz Picking logic is very tight to orders and i guess
>>> separating
>>> picking logic from orders would be a huge workeffort..
>>>
>>> THX
>>
>
>

[Paul Foxworthy]

Hi sducas,

Yesterday I missed earlier posts on this thread mentioning https://issues.apache.org/jira/browse/OFBIZ-352. This may be all you need if it's not part of your procedures to have a formal sales order/purchase order matching inventory movements.

Assuming you *do* need an order to initiate the shipment, I have doubts about your option 2, i.e. clone a purchase order from the sales order and vice versa, for the following reasons.

- How many invoices should be created if divisions of our organisation pay real money for transfers? Surely the answer is one. Two orders would be likely to bring on two invoices.

- Similarly, two orders would be likely to bring on two separate shipments and two separate payments for what is really one and the same shipment/payment

- Any change to either of the cloned orders must ensure a corresponding change is made to the other

Cheers

Paul Foxworthy

[Paul Foxworthy]

In Ofbiz, adding a new Order Type or any other entity type should be handled with care.

There are business rules sprinkled through the code looking for a particular type and doing things when they see a type they recognise. If you want to add a new type, you need to grep for every use of the existing types and think carefully about what needs to happen for your new type. Try not to break the rules for existing types as you implement what you need for your new one :-). Of course, this job will be easier for some types compared to others.

In our user's heads, a transfer would probably be a very different thing compared to a purchase or sales order involving an external party. So the *UI* should probably draw a distinction between them. It may be that when you want to find transfers, all you need to do is look for orders where both parties are internal organisations.

Cheers

Paul Foxworthy

[BJ Freeman]

I think more in automation.
nor am I suggesting an new order type just useing purchase orders.
I have dealt with them enough to know what is attached.
the scenario is each store has it own facility and inventory with
reorder levels.
so each store sales will deal with there inventory in thier facility.
when the re-order levels are triggered the PO is generated. this is a
noral way ofbiz works.
the difference is  the PO is sent to the Hub company.
now this is where the customization is done.
the scheduled service looks for the PO to the Hub company and creates a
transfer for the items in the hub to the facility of the company in the PO.
the acconting requires sub accounts for each store (profit center)

the key to all this is roles and partyrelationships.

=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man


Paul Foxworthy sent the following on 2/1/2011 2:47 PM:

>
> In Ofbiz, adding a new Order Type or any other entity type should be handled
> with care.
>
> There are business rules sprinkled through the code looking for a particular
> type and doing things when they see a type they recognise. If you want to
> add a new type, you need to grep for every use of the existing types and
> think carefully about what needs to happen for your new type. Try not to
> break the rules for existing types as you implement what you need for your
> new one :-). Of course, this job will be easier for some types compared to
> others.
>
> In our user's heads, a transfer would probably be a very different thing
> compared to a purchase or sales order involving an external party. So the
> *UI* should probably draw a distinction between them. It may be that when
> you want to find transfers, all you need to do is look for orders where both
> parties are internal organisations.
>
> Cheers
>
> Paul Foxworthy

[sducas]

Hello,

Paul: I'm using the transfer shipment patch from SI for what i'm doing now but it's not enough because my customer needs to pick those orders just like a sales order...So i use it on backend of my transfer logic order..

The sum up for the moment is:

Transfer Order is created and approved -> The order is picked (just like a sales order) -> (optionnal) the pickbin is verified -> the transfer order is shipped (with a transfer shippment) -> when the transfer shippment is marked as delivered the goods a receipt in the store facility (finally I don't use the inventory transfer but issuance and reception for the same transfer order)..

For now it seems to be a workable approach (i will send the patch as soon as it get useable enough).

BJ: I think I understood what you are suggesting but if I use only PO hen inventory transfer I can't see how the hub will be able to pick the PO (I guesse only SO are pickable OOTB in ofbiz).

THX for your answers.. I will definitly post the patch as soon as it get ready so you will have the feature exactly like my customer wants it (but maybe not perfect with noral business rules).

2011/2/2 BJ Freeman [via OFBiz] <[hidden email]>

I think more in automation.
nor am I suggesting an new order type just useing purchase orders.
I have dealt with them enough to know what is attached.
the scenario is each store has it own facility and inventory with
reorder levels.
so each store sales will deal with there inventory in thier facility.
when the re-order levels are triggered the PO is generated. this is a
noral way ofbiz works.
the difference is  the PO is sent to the Hub company.
now this is where the customization is done.
the scheduled service looks for the PO to the Hub company and creates a
transfer for the items in the hub to the facility of the company in the PO.
the acconting requires sub accounts for each store (profit center)

the key to all this is roles and partyrelationships.

=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man

Paul Foxworthy sent the following on 2/1/2011 2:47 PM:

>
> In Ofbiz, adding a new Order Type or any other entity type should be handled
> with care.
>
> There are business rules sprinkled through the code looking for a particular
> type and doing things when they see a type they recognise. If you want to
> add a new type, you need to grep for every use of the existing types and
> think carefully about what needs to happen for your new type. Try not to
> break the rules for existing types as you implement what you need for your
> new one :-). Of course, this job will be easier for some types compared to
> others.
>
> In our user's heads, a transfer would probably be a very different thing
> compared to a purchase or sales order involving an external party. So the
> *UI* should probably draw a distinction between them. It may be that when
> you want to find transfers, all you need to do is look for orders where both
> parties are internal organisations.
>
> Cheers
>
> Paul Foxworthy

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[sducas]

Hello,

Paul: I'm using the transfer shipment patch from SI for what i'm doing now
but it's not enough because my customer needs to pick those orders just like
a sales order...So i use it on backend of my transfer logic order..

The sum up for the moment is:

Transfer Order is created and approved -> The order is picked (just like a
sales order) -> (optionnal) the pickbin is verified -> the transfer order is
shipped (with a transfer shippment) -> when the transfer shippment is marked
as delivered the goods a receipt in the store facility (finally I don't use
the inventory transfer but issuance and reception for the same transfer
order)..

For now it seems to be a workable approach (i will send the patch as soon as
it get useable enough).

BJ: I think I understood what you are suggesting but if I use only PO hen
inventory transfer I can't see how the hub will be able to pick the PO (I
guesse only SO are pickable OOTB in ofbiz).

THX for your answers.. I will definitly post the patch as soon as it get
ready so you will have the feature exactly like my customer wants it (but
maybe not perfect with noral business rules).

[BJ Freeman]

you should have the pick list created from the po.
the beauty of ofbiz is you can reuse services.

=========================
BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man


sducas sent the following on 2/2/2011 2:31 AM:
> BJ: I think I understood what you are suggesting but if I use only PO hen
> inventory transfer I can't see how the hub will be able to pick the PO (I
> guesse only SO are pickable OOTB in ofbiz).

[sducas]

Thanks a lot BJ!

pickable PO seems to be a better approach..I'm reconsedering now the way I'll solve that (given that I worked a little alreday on the transfer approach)


I'll do my best to post some a patch about that, clean and out of my customer context..

I'll let you know...thanks for your help

2011/2/2 BJ Freeman [via OFBiz] <[hidden email]>

you should have the pick list created from the po.
the beauty of ofbiz is you can reuse services.

=========================

BJ Freeman
Strategic Power Office with Supplier Automation  <http://www.businessesnetwork.com/automation/viewforum.php?f=52>
Specialtymarket.com  <http://www.specialtymarket.com/>
Systems Integrator-- Glad to Assist

Chat  Y! messenger: bjfr33man

sducas sent the following on 2/2/2011 2:31 AM:

> BJ: I think I understood what you are suggesting but if I use only PO hen
> inventory transfer I can't see how the hub will be able to pick the PO (I
> guesse only SO are pickable OOTB in ofbiz).

---

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[sducas]

Hello all,

This is just to let you know that i give up the transfer order approach and fullfilled my customer needs following BJ the advise:

The franchise create a new purchase order to the hub and the hub pick the PO just like any SO..

A few customisation has been done but I'm not sure this can be used out of my customer context..

THX!