Re: Budget/forecasting function in accounting

2015-10-24 Thread Pierre Smits
I have been in contact directly with Sharan to get her view on how budgets > are supposed to be handled by Ofbiz. > > For me, it seems the gl fiscal type and creating accounting transactions is > the simplest method of setting budgets and forecasts. > > > > > > -- >

Re: Budget/forecasting function in accounting

2015-10-23 Thread Jacques Le Roux
concrete use cases people can see how they could possibly build out or expand an existing solution and then hopefully submit patches around it; Thanks Sharan -- View this message in context: http://ofbiz.135035.n4.nabble.com/Budget-forecasting-function-in-accounting-tp4666094p4673783.html Sent

Re: Budget/forecasting function in accounting

2015-10-23 Thread Sharan-F
context: http://ofbiz.135035.n4.nabble.com/Budget-forecasting-function-in-accounting-tp4666094p4673783.html Sent from the OFBiz - User mailing list archive at Nabble.com.

Re: Budget/forecasting function in accounting

2015-10-21 Thread David H-O
seems the gl fiscal type and creating accounting transactions is the simplest method of setting budgets and forecasts. -- View this message in context: http://ofbiz.135035.n4.nabble.com/Budget-forecasting-function-in-accounting-tp4666094p4673673.html Sent from the OFBiz - User mailing list

Re: Budget/forecasting function in accounting

2015-04-02 Thread Pierre Smits
Forecasts are build from various sources: opportunities, quotes, requests, orders, project execution plans. These inputs are already covered in various (appropriate) components. They should feed into various forecasts reports. Budgets are - in general - defined once per period for the longer term

Re: Budget/forecasting function in accounting

2015-04-02 Thread Taher Alkhateeb
Hi Everyone, Accounting by its very nature is complex and elaborate. I would suggest instead of creating a new component instead to do the following: 1- simplify the transaction processing screens and reports 2- move all the complexity into the setup screens (parameters) and reduce menu entries.

Re: Budget/forecasting function in accounting

2015-04-02 Thread Jacques Le Roux
So this will be in continuation of https://issues.apache.org/jira/browse/OFBIZ-3169 right? I agree with Pierre to have a specialpurpose component. In the same spirit, should we not separate budget from forecasting? http://www.accountingtools.com/questions-and-answers/what-is-the-difference-bet

Re: Budget/forecasting function in accounting

2015-04-01 Thread Pierre Smits
Hans, All, Might I suggest to separate current budget entities and functionalities from the accounting component into a separate (e.g. special purpose) component. Current accounting application is (screen-/user-experience-wise) already overcrowded with a lot, and adding more might make it even mor

Re: Budget/forecasting function in accounting

2015-04-01 Thread Hans Bakker
Thank you all for your interest. We plan to follow chapter 8 of the data model resource book vol 1. I hope you understand that we first have to find out what this customer requires, then generalize the implementation and then i can present the result if the customer agrees to contribute it. Fr

Re: Budget/forecasting function in accounting

2015-04-01 Thread Sharan-F
://ofbiz.135035.n4.nabble.com/Budget-forecasting-function-in-accounting-tp4666094p4666126.html Sent from the OFBiz - User mailing list archive at Nabble.com.

Re: Budget/forecasting function in accounting

2015-04-01 Thread Jacopo Cappellato
Interesting. OFBiz has already a "Fiscal Gl Type" field in the transactions (with possible values "Budget" etc...) but currently only "actual" type is used. Jacopo On Apr 1, 2015, at 10:09 AM, Hans Bakker wrote: > Good day, > > we have a request from a customer to implement a full budget func

Re: Budget/forecasting function in accounting

2015-04-01 Thread Adrian Crum
How would a budget forecast fit in GL? What does your client have in min? Adrian Crum Sandglass Software www.sandglass-software.com On 4/1/2015 9:09 AM, Hans Bakker wrote: Good day, we have a request from a customer to implement a full budget function into accounting of which the entered value

Budget/forecasting function in accounting

2015-04-01 Thread Hans Bakker
Good day, we have a request from a customer to implement a full budget function into accounting of which the entered values should also appear on the standard P&L and balance sheet of a specific organization. Yes this is a multi company accounting implementation. Anybody any thoughts on this