operating a single OFBiz with multiple companies.

[hans_bakker]

We are currently implementing OFBiz in a large organization (300M$
reveneu) )which intends to use all major components of OFBiz including
accounting.

This means that every company in the holding will do his own accounting
and operation concerning orders, invoices and payments, so orders are
sent between ofbiz internal organizations as well as shipments, invoices
and payments.

So, in other words, a purchase order for the originating organization is
send to another internal organization which needs to be converted to a
sales order for the receiving organization. The same for shipments,
invoices and payments. These documents can also be sent via web services
between completely separated OFBiz installations.

Anybody having experiences with this and want to share?

Regards,
Hans

[Adrian Crum-3]

The current data model provides for this, but it will require setting up
the data correctly and adding a bit of code.

At 1Tech, we implement Organization Contexts. An Organization Context is
a combination of data and code that allows a user to "log into" an
internal organization and all data is filtered accordingly (the user
sees only the data for that internal organization).

The basic idea is to relate various documents, parties, etc to the
internal organization, then check for that relationship while
searching/displaying data.

-Adrian

On 5/23/2013 8:33 AM, Hans Bakker wrote:

> We are currently implementing OFBiz in a large organization (300M$
> reveneu) )which intends to use all major components of OFBiz including
> accounting.
>
> This means that every company in the holding will do his own
> accounting and operation concerning orders, invoices and payments, so
> orders are sent between ofbiz internal organizations as well as
> shipments, invoices and payments.
>
> So, in other words, a purchase order for the originating organization
> is send to another internal organization which needs to be converted
> to a sales order for the receiving organization. The same for
> shipments, invoices and payments. These documents can also be sent via
> web services between completely separated OFBiz installations.
>
> Anybody having experiences with this and want to share?
>
> Regards,
> Hans

[hans_bakker]

This looks very promising Adrian,

could you elaborate or perhaps contribute to make this possible?

Regards,
Hans


On 05/23/2013 02:46 PM, Adrian Crum wrote:

> The current data model provides for this, but it will require setting
> up the data correctly and adding a bit of code.
>
> At 1Tech, we implement Organization Contexts. An Organization Context
> is a combination of data and code that allows a user to "log into" an
> internal organization and all data is filtered accordingly (the user
> sees only the data for that internal organization).
>
> The basic idea is to relate various documents, parties, etc to the
> internal organization, then check for that relationship while
> searching/displaying data.
>
> -Adrian
>
> On 5/23/2013 8:33 AM, Hans Bakker wrote:
>> We are currently implementing OFBiz in a large organization (300M$
>> reveneu) )which intends to use all major components of OFBiz
>> including accounting.
>>
>> This means that every company in the holding will do his own
>> accounting and operation concerning orders, invoices and payments, so
>> orders are sent between ofbiz internal organizations as well as
>> shipments, invoices and payments.
>>
>> So, in other words, a purchase order for the originating organization
>> is send to another internal organization which needs to be converted
>> to a sales order for the receiving organization. The same for
>> shipments, invoices and payments. These documents can also be sent
>> via web services between completely separated OFBiz installations.
>>
>> Anybody having experiences with this and want to share?
>>
>> Regards,
>> Hans
>

[Grant]

Hans,

In some respects this post is similar to mine (http://ofbiz.135035.n4.nabble.com/Multi-Organization-Setup-td4642013.html). Single OFBiz instance with multiple branches in various geographical regions. Sorry I don't have answers for you .... rather just some questions.

In my case each branch/store will do there own accounting, orders, sales, invoices, inventory management (with some inter-branch transfer). I will need to be able to roll the accounting up for branches with in a region and then at a global level as well (same applies to inventory).

I would be very interested to hear more about Adrian's Organisational Context, as that is currently one of my concerns. I don't want admin clerks at one branch been able to see and or adjust inventory at another branch.

Adrian, could you possible elaborate a little on what data needs to be setup?

Kind regards

Grant

[Adrian Crum-3]

NDAs prohibit me from sharing any more details. Sorry.

-Adrian

On 6/17/2013 9:51 AM, Hans Bakker wrote:

> This looks very promising Adrian,
>
> could you elaborate or perhaps contribute to make this possible?
>
> Regards,
> Hans
>
>
> On 05/23/2013 02:46 PM, Adrian Crum wrote:
>> The current data model provides for this, but it will require setting
>> up the data correctly and adding a bit of code.
>>
>> At 1Tech, we implement Organization Contexts. An Organization Context
>> is a combination of data and code that allows a user to "log into" an
>> internal organization and all data is filtered accordingly (the user
>> sees only the data for that internal organization).
>>
>> The basic idea is to relate various documents, parties, etc to the
>> internal organization, then check for that relationship while
>> searching/displaying data.
>>
>> -Adrian
>>
>> On 5/23/2013 8:33 AM, Hans Bakker wrote:
>>> We are currently implementing OFBiz in a large organization (300M$
>>> reveneu) )which intends to use all major components of OFBiz
>>> including accounting.
>>>
>>> This means that every company in the holding will do his own
>>> accounting and operation concerning orders, invoices and payments,
>>> so orders are sent between ofbiz internal organizations as well as
>>> shipments, invoices and payments.
>>>
>>> So, in other words, a purchase order for the originating
>>> organization is send to another internal organization which needs to
>>> be converted to a sales order for the receiving organization. The
>>> same for shipments, invoices and payments. These documents can also
>>> be sent via web services between completely separated OFBiz
>>> installations.
>>>
>>> Anybody having experiences with this and want to share?
>>>
>>> Regards,
>>> Hans
>>
>

[hans_bakker]

sure we can follow the suggestion of Adrian to setup a organizational
context, and even, that separate companies could have different base
currencies if we see the definition in the PartyAccountingPreference
entity. Pretty sure that OFBiz does not allow that everywhere in the
application. The rollup subledger in accounting does not do that yet and
probably other places too when there are inter company transactions.

We need to setup that the defaultOrganizationParty is used as a
condition everywhere on every list, like invoices, payments, orders
shipments etc and the accounting sub ledger rollup will make currency
conversions to the currency of the top company where required.

any other suggestions welcome....

Regards,
Hans


On 06/17/2013 04:37 PM, Grant wrote:

> Hans,
>
> In some respects this post is similar to mine
> (http://ofbiz.135035.n4.nabble.com/Multi-Organization-Setup-td4642013.html).
> Single OFBiz instance with multiple branches in various geographical
> regions. Sorry I don't have answers for you .... rather just some questions.
>
> In my case each branch/store will do there own accounting, orders, sales,
> invoices, inventory management (with some inter-branch transfer). I will
> need to be able to roll the accounting up for branches with in a region and
> then at a global level as well (same applies to inventory).
>
> I would be very interested to hear more about Adrian's Organisational
> Context, as that is currently one of my concerns. I don't want admin clerks
> at one branch been able to see and or adjust inventory at another branch.
>
> Adrian, could you possible elaborate a little on what data needs to be
> setup?
>
> Kind regards
>
> Grant
>
>
>
>
> --
> View this message in context: http://ofbiz.135035.n4.nabble.com/operating-a-single-OFBiz-with-multiple-companies-tp4641488p4642120.html
> Sent from the OFBiz - User mailing list archive at Nabble.com.

[Pierre Smits]

If the companies belonging to the organisation are separate legal entities
it might be unwanted (business risk wise)  to share the same system. Great
burdens will be there to prove that separations of functions and processes
have been implemented correctly.

Sharing the same codebase, but in separate instantiations, might be wiser
in that case. Sending documents related to transactions ( via web services)
is fairly easy to achieve. This also applies to reporting.

In the IMAGINE project regarding Dynamic Manufacturing Networks we are
currently working on a proof of concept  where one OFBiz instantiation (the
customer) creating artefacts (tenders, opportunities) in its tenant
environment automatically sees its public document in another (shared
OFBiz) instantiation, and when a potential partner associates a particular
document to himself it automatically creates a new document in his own
OFBiz instantiation with his own perspective applied. The same applies to
contracts, orders, invoices, returns, work assignments, etc.


On Thu, May 23, 2013 at 9:33 AM, Hans Bakker
<[hidden email]>wrote:

> We are currently implementing OFBiz in a large organization (300M$
> reveneu) )which intends to use all major components of OFBiz including
> accounting.
>
> This means that every company in the holding will do his own accounting
> and operation concerning orders, invoices and payments, so orders are sent
> between ofbiz internal organizations as well as shipments, invoices and
> payments.
>
> So, in other words, a purchase order for the originating organization is
> send to another internal organization which needs to be converted to a
> sales order for the receiving organization. The same for shipments,
> invoices and payments. These documents can also be sent via web services
> between completely separated OFBiz installations.
>
> Anybody having experiences with this and want to share?
>
> Regards,
> Hans
>

--
Pierre Smits

ApacheCon EU 2012 <http://www.apachecon.eu> - Sinsheim, Germany
Apache OFBiz <http://ofbiz.apache.org>