RE: RE: Multiple Subsidiaries in OfBiz

[james]

Sharon - I absolutely will work on this as I think it is valuable
and a huge factor in what makes Ofbiz good

 Original Message 
Subject: Re: RE: Multiple Subsidiaries in OfBiz
From: "Sharan Foga"<sha...@apache.org>
Date: Wed, February 01, 2017 8:24 am
To: <user@ofbiz.apache.org>

Hi James

I'm afraid that no check list exists for this. I think the strategy in
the past was to create demo data covering a wide range of requirements.
People downloading OFBiz could load the data and then decide which
suited them.

They could then copy those files and edit them to reflect their own
setup. Then they could load OFBiz using their 'updated versions of demo
files' which would fit their businesses better.

I think that we miss this type of documentation and functional setup
information so as a community it would be good for us to focus on it and
close these gaps.

If you're willing to help us develop this further and share your
experience that would be great.

Thanks
Sharan

On 2017-02-01 00:09 (+0100), <ja...@productive1.com> wrote: 
> Sharon - Given that it is complex has there been a check list or
> document created that shows all the relationships and roles that are
> needed for this to function correctly? Thanks in advance!
> 
> ---- Original Message ----
> Subject: Re: Multiple Subsidiaries in OfBiz
> From: "Sharan Foga"<sha...@apache.org>
> Date: Tue, January 31, 2017 2:14 am
> To: <user@ofbiz.apache.org>
> 
> Hi James
> 
> At one point the standard OFBiz demo had demo data that was that of a
> global parent company with multiple subsidiaries. We decided it was a
> bit too complicated a setup for most people so simplified the demo data
> to be a lot simpler (i.e a single company). 
> 
> This means that somewhere in our SVN there are some demo data files that
> could help you if you are having problems setting things up.
> 
> Thanks
> Sharan
> 
> On 2017-01-23 23:58 (+0100), <ja...@productive1.com> wrote: 
> > Hi all I am new to this group so hopefully I am posting in the correct
> > areas. We would like to set up OfBiz with Multiple Companies that all
> > roll up into a Parent Company. We are looking for the following:
> > 
> > Separate Vendors (CRM tied to a separate company)
> > Separate Customers (CRM tied to a seperate company
> > Sales Associates can be tied to multiple companies
> > Each company can fulfill from each others warehouse (intercompany
> > transaction)
> > Should be able to invoice each other
> > Warehouses should be tied to a company
> > Stores should be tied to a company
> > Financials Should be tied to a company
> > Purchases Should be tied to a company
> > Each company could have separate currency
> > Each company could have separate language
> > 
> > We can use external reporting to handle the Intercompany consolidation
> > 
> > My question is does Ofbiz handle this OTB? If so what are the key areas
> > we need to configure for this to handle properly.
> > 
> > Thanks in Advance.
> > 
> > James
> > Productive One
> >
>

Re: RE: Multiple Subsidiaries in OfBiz

[Pierre Smits]

Hi James,

The various releases still have a demo dataset on board to show how
subsidiaries (divisions/business units) can be configured. The data can be
found in the DemoOrganisationData.xml file.

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, Feb 1, 2017 at 4:24 PM, Sharan Foga <sha...@apache.org> wrote:

> Hi James
>
> I'm afraid that no check list exists for this. I think the strategy in the
> past was to create demo data covering a wide range of requirements. People
> downloading OFBiz could load the data and then decide which suited them.
>
> They could then copy those files and edit them to reflect their own setup.
> Then they could load OFBiz using their 'updated versions of demo files'
> which would fit their businesses better.
>
> I think that we miss this type of documentation and functional setup
> information so as a community it would be good for us to focus on it and
> close these gaps.
>
> If you're willing to help us develop this further and share your
> experience that would be great.
>
> Thanks
> Sharan
>
> On 2017-02-01 00:09 (+0100), <ja...@productive1.com> wrote:
> > Sharon - Given that it is complex has there been a check list or
> > document created that shows all the relationships and roles that are
> > needed for this to function correctly?  Thanks in advance!
> >
> >  Original Message 
> > Subject: Re: Multiple Subsidiaries in OfBiz
> > From: "Sharan Foga"<sha...@apache.org>
> > Date: Tue, January 31, 2017 2:14 am
> > To: <user@ofbiz.apache.org>
> >
> > Hi James
> >
> > At one point the standard OFBiz demo had demo data that was that of a
> > global parent company with multiple subsidiaries. We decided it was a
> > bit too complicated a setup for most people so simplified the demo data
> > to be a lot simpler (i.e a single company).
> >
> > This means that somewhere in our SVN there are some demo data files that
> > could help you if you are having problems setting things up.
> >
> > Thanks
> > Sharan
> >
> > On 2017-01-23 23:58 (+0100), <ja...@productive1.com> wrote:
> > > Hi all I am new to this group so hopefully I am posting in the correct
> > > areas. We would like to set up OfBiz with Multiple Companies that all
> > > roll up into a Parent Company. We are looking for the following:
> > >
> > > Separate Vendors (CRM tied to a separate company)
> > > Separate Customers (CRM tied to a seperate company
> > > Sales Associates can be tied to multiple companies
> > > Each company can fulfill from each others warehouse (intercompany
> > > transaction)
> > > Should be able to invoice each other
> > > Warehouses should be tied to a company
> > > Stores should be tied to a company
> > > Financials Should be tied to a company
> > > Purchases Should be tied to a company
> > > Each company could have separate currency
> > > Each company could have separate language
> > >
> > > We can use external reporting to handle the Intercompany consolidation
> > >
> > > My question is does Ofbiz handle this OTB? If so what are the key areas
> > > we need to configure for this to handle properly.
> > >
> > > Thanks in Advance.
> > >
> > > James
> > > Productive One
> > >
> >
>

Re: RE: Multiple Subsidiaries in OfBiz

[Sharan Foga]

Hi James

I'm afraid that no check list exists for this. I think the strategy in the past 
was to create demo data covering a wide range of requirements. People 
downloading OFBiz could load the data and then decide which suited them.

They could then copy those files and edit them to reflect their own setup. Then 
they could load OFBiz using their 'updated versions of demo files' which would 
fit their businesses better.

I think that we miss this type of documentation and functional setup 
information so as a community it would be good for us to focus on it and close 
these gaps.

If you're willing to help us develop this further and share your experience 
that would be great.

Thanks
Sharan

On 2017-02-01 00:09 (+0100), <ja...@productive1.com> wrote: 
> Sharon - Given that it is complex has there been a check list or
> document created that shows all the relationships and roles that are
> needed for this to function correctly?  Thanks in advance!
> 
>  Original Message ----
> Subject: Re: Multiple Subsidiaries in OfBiz
> From: "Sharan Foga"<sha...@apache.org>
> Date: Tue, January 31, 2017 2:14 am
> To: <user@ofbiz.apache.org>
> 
> Hi James
> 
> At one point the standard OFBiz demo had demo data that was that of a
> global parent company with multiple subsidiaries. We decided it was a
> bit too complicated a setup for most people so simplified the demo data
> to be a lot simpler (i.e a single company). 
> 
> This means that somewhere in our SVN there are some demo data files that
> could help you if you are having problems setting things up.
> 
> Thanks
> Sharan
> 
> On 2017-01-23 23:58 (+0100), <ja...@productive1.com> wrote: 
> > Hi all I am new to this group so hopefully I am posting in the correct
> > areas. We would like to set up OfBiz with Multiple Companies that all
> > roll up into a Parent Company. We are looking for the following:
> > 
> > Separate Vendors (CRM tied to a separate company)
> > Separate Customers (CRM tied to a seperate company
> > Sales Associates can be tied to multiple companies
> > Each company can fulfill from each others warehouse (intercompany
> > transaction)
> > Should be able to invoice each other
> > Warehouses should be tied to a company
> > Stores should be tied to a company
> > Financials Should be tied to a company
> > Purchases Should be tied to a company
> > Each company could have separate currency
> > Each company could have separate language
> > 
> > We can use external reporting to handle the Intercompany consolidation
> > 
> > My question is does Ofbiz handle this OTB? If so what are the key areas
> > we need to configure for this to handle properly.
> > 
> > Thanks in Advance.
> > 
> > James
> > Productive One
> >
> 

Re: Multiple Subsidiaries in OfBiz

[Hans Bakker]

Good morning!

Let me share our experiences running ofbiz in a ofbiz tenant environment 
with completely independent companies in separate databases.

We did this for about 2-3 years where we patched ofbiz to have:
1. multiple url's for a single tenant
2. add tenants without restart
3. a number of menus to add/disable tenants, delete and reload data and 
make and restore backups.
4.We also had a way to enable certain components in hot-deploy for a 
specific tenant.


This tenant component is not maintained any more but is still available 
at: https://gerrit.antwebsystems.com/#/admin/projects/tenant


However, although it worked, it needed a lot of maintenance and 
monitoring and got too complicated.


So, we now switched to a docker environment where we use ofbiz in a 
docker container which is used in demo and production. Every company has 
its own ofbiz docker image which is automatically built and installed in 
production from Git once a day when there were changes in the 
repository.(our GrowERP continuous everything platform) Now it is much 
easier to have specific changes for specific companies. Further scaling 
application servers is now much easier.

This is now running for over a year and is much easier to maintain.

All software required to run this setup is open source and can be found 
at our gerrit.antwebsystems.com git repository as source; compiled 
versions at https://www.growerp.com/control/main?contentId=GROWERP_DEMO


Regards,
Hans Bakker

CEO antwebsystems.com

On 31/01/17 16:14, Sharan Foga wrote:

Hi James

At one point the standard OFBiz demo had demo data that was that of a global 
parent company with multiple subsidiaries. We decided it was a bit too 
complicated a setup for most people so simplified the demo data to be a lot 
simpler (i.e a single company).

This means that somewhere in our SVN there are some demo data files that could 
help you if you are having problems setting things up.

Thanks
Sharan

On 2017-01-23 23:58 (+0100),  wrote:

Hi all I am new to this group so hopefully I am posting in the correct
areas.  We would like to set up OfBiz with Multiple Companies that all
roll up into a Parent Company.  We are looking for the following:

Separate Vendors (CRM tied to a separate company)
Separate Customers (CRM tied to a seperate company
Sales Associates can be tied to multiple companies
Each company can fulfill from each others warehouse (intercompany
transaction)
Should be able to invoice each other
Warehouses should be tied to a company
Stores should be tied to a company
Financials Should be tied to a company
Purchases Should be tied to a company
Each company could have separate currency
Each company could have separate language

We can use external reporting to handle the Intercompany consolidation

My question is does Ofbiz handle this OTB?  If so what are the key areas
we need to configure for this to handle properly.

Thanks in Advance.

James
Productive One



--

Regards,

Hans Bakker
CEO, http://antwebsystems.com

RE: Multiple Subsidiaries in OfBiz

[james]

Sharon - Given that it is complex has there been a check list or
document created that shows all the relationships and roles that are
needed for this to function correctly?  Thanks in advance!

 Original Message 
Subject: Re: Multiple Subsidiaries in OfBiz
From: "Sharan Foga"<sha...@apache.org>
Date: Tue, January 31, 2017 2:14 am
To: <user@ofbiz.apache.org>

Hi James

At one point the standard OFBiz demo had demo data that was that of a
global parent company with multiple subsidiaries. We decided it was a
bit too complicated a setup for most people so simplified the demo data
to be a lot simpler (i.e a single company). 

This means that somewhere in our SVN there are some demo data files that
could help you if you are having problems setting things up.

Thanks
Sharan

On 2017-01-23 23:58 (+0100), <ja...@productive1.com> wrote: 
> Hi all I am new to this group so hopefully I am posting in the correct
> areas. We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company. We are looking for the following:
> 
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
> Each company can fulfill from each others warehouse (intercompany
> transaction)
> Should be able to invoice each other
> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
> 
> We can use external reporting to handle the Intercompany consolidation
> 
> My question is does Ofbiz handle this OTB? If so what are the key areas
> we need to configure for this to handle properly.
> 
> Thanks in Advance.
> 
> James
> Productive One
>

Re: Multiple Subsidiaries in OfBiz

[Sharan Foga]

Hi James

At one point the standard OFBiz demo had demo data that was that of a global 
parent company with multiple subsidiaries. We decided it was a bit too 
complicated a setup for most people so simplified the demo data to be a lot 
simpler (i.e a single company). 

This means that somewhere in our SVN there are some demo data files that could 
help you if you are having problems setting things up.

Thanks
Sharan

On 2017-01-23 23:58 (+0100),  wrote: 
> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
> 
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
> Each company can fulfill from each others warehouse (intercompany
> transaction)
> Should be able to invoice each other
> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
> 
> We can use external reporting to handle the Intercompany consolidation
> 
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
> 
> Thanks in Advance.
> 
> James
> Productive One
> 

Re: Multiple Subsidiaries in OfBiz

[Mridul Pathak]

Hello James,

Yes, multiple companies can be setup in OFBiz and independent company
management (accounting, ordering, warehousing, procuring, etc) is
achievable. Please seem my comments inline.

Thanks & Regards
Mridul Pathak
Hotwax Systems
http://www.hotwaxsystems.com 

On Tue, Jan 24, 2017 at 4:28 AM,  wrote:

> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
>
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
>

All of the above can be configured using PartyRelationship.


> Each company can fulfill from each others warehouse (intercompany
> transaction)
>
Should be able to invoice each other
>

You should be able to maintain inter company customer/supplier
relationships and raise SOs and POs.


> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
>

With correct setup specific to each company above items could be achieved
easily. Following are few entities involved in configuration.
1) Party (Company in internal organization role)
2) PartyAcctgPreferences (Specific to each company)
3) GL setup specific to each company
4) ProductStore setup tied to the specific company
5) Facility (Warehouse) setup for each company. A company could be setup as
warehouse owner.


>
> We can use external reporting to handle the Intercompany consolidation
>

That should be a good approach.


>
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
>

In essence it all depends on data modeling. If standard approach with
proper understanding of OFBiz data model and API is followed then pretty
much all the OOTB workflows should execute as expected.


>
> Thanks in Advance.
>
> James
> Productive One
>

Re: Multiple Subsidiaries in OfBiz

[Divesh Dutta]

I will say OFBiz handles most of this out of the box.

Thanks
--
Divesh

On Tue, Jan 24, 2017 at 4:28 AM,  wrote:

> Hi all I am new to this group so hopefully I am posting in the correct
> areas.  We would like to set up OfBiz with Multiple Companies that all
> roll up into a Parent Company.  We are looking for the following:
>
> Separate Vendors (CRM tied to a separate company)
> Separate Customers (CRM tied to a seperate company
> Sales Associates can be tied to multiple companies
> Each company can fulfill from each others warehouse (intercompany
> transaction)
> Should be able to invoice each other
> Warehouses should be tied to a company
> Stores should be tied to a company
> Financials Should be tied to a company
> Purchases Should be tied to a company
> Each company could have separate currency
> Each company could have separate language
>
> We can use external reporting to handle the Intercompany consolidation
>
> My question is does Ofbiz handle this OTB?  If so what are the key areas
> we need to configure for this to handle properly.
>
> Thanks in Advance.
>
> James
> Productive One
>

Multiple Subsidiaries in OfBiz

[james]

Hi all I am new to this group so hopefully I am posting in the correct
areas.  We would like to set up OfBiz with Multiple Companies that all
roll up into a Parent Company.  We are looking for the following:

Separate Vendors (CRM tied to a separate company)
Separate Customers (CRM tied to a seperate company
Sales Associates can be tied to multiple companies
Each company can fulfill from each others warehouse (intercompany
transaction)
Should be able to invoice each other
Warehouses should be tied to a company
Stores should be tied to a company
Financials Should be tied to a company
Purchases Should be tied to a company
Each company could have separate currency
Each company could have separate language

We can use external reporting to handle the Intercompany consolidation

My question is does Ofbiz handle this OTB?  If so what are the key areas
we need to configure for this to handle properly.

Thanks in Advance.

James
Productive One