Hi David, I am inclined to agree. See also my review on the budget subject: http://ofbiz.markmail.org/message/5p3n7kso6ngkolqb
Best regards, Pierre Smits *OFBiz Extensions Marketplace* http://oem.ofbizci.net/oci-2/ On Wed, Oct 21, 2015 at 11:06 AM, David H-O < david.hughes-ow...@stannah.co.uk> wrote: > I am looking at the accounting functionality as there is a proposal to use > ofbiz in our overseas subsidiaries including the accounting elements. > > It is apparent that it is possible to enter accounting transactions with > the > various GL fiscal types to enter budgets and forecasts in Ofbiz accounting. > However the OOTB accounting transactions do not allow for accounting tags > to > allocate budgets to specific areas of the business. Although, for us this > would be a simple modification to incorporate the tags we already use and > store against accounting transactions entities. > > I have also seen the budget entity tables, again these could be adapted to > capture the accounting tag detail that would be required to set budgets > against specific areas of the business and gl accounts. But these appear to > have no link to entering budgets via the GL fiscal type method or the > subsequent reporting. > > In addition, there is the approval process that I believe Hans introduced, > but this does not provide the functionality that would be required to setup > a revenue/operational budget. > > 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. > > > > > > -- > 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 archive at Nabble.com. >
