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Posts Tagged ‘OFBiz Tutorial’

OFBiz Tutorial: Assign GlAccount to Organization

Wednesday, January 5th, 2011

Building off my last OFBiz tutorial, I will demonstrate how to Assign GlAccount to Internal Organization. Its an act of defining the Chart Of Accounts (CoA) for given internal organization. The same GlAccount can be assigned to one or more then one internal organizations. For example, the global CoA may contain 100 different GlAccounts but only 20 need to be used for your specific business. This means you need to only create assignments for GlAccounts you actively want to use.

Go to the “Accounting Manager” application and click on the “ Organization Gl Settings ” Menu.

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List of avialable Internal Organization will be displayed. To manage Internal Organization accounting setup, click on Setup button. On the next screen select Chart of Accounts tab.

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To assign GlAccount, select GlAccount from drop down and just click on create assignment tab.

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The bottom part of screen shows all GlAccounts assigned to the internal organization.

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Stay tuned, for upcoming Ofbiz tutorials to learn how you can use open source ERP for managing your business.

- Anil

Anil Patel is Chief Development Officer at HotWax Media as well as an OFBiz project committer, PMC member, and active community contributor. He also studies karate! Anil will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

OFBiz Tutorial: Adding GlAccount to Chart of Accounts

Monday, November 22nd, 2010

Today we will be diving into how one can add GLAccount to Chart of Accounts (CoA) in OFBiz using UI tools. Before you try the steps listed in this OFBiz tutorial, make sure you have a user account with Account Manager role assigned to it.

Go to the “Accounting Manager” application and click on the “Global GL Settings ” menu and then select “Chart of Accounts”, Existing GLAccount list will be shown.

A user can add a New GLAccount to CoA by clicking on the Navigate Accounts tab. The screen shows CoA in a tree structure.

The bottom part of the screen has a form for adding and editing GLAccount.

Fill in the required information for the new GLAccount, click on the “Add” button to add the GLAccount to your CoA. The new GlAccount will be added in Chart of Accounts, you can view it in the CoA tree.

Moving towards the Next Step which is editing GLAccount, Select GLAccount from CoA tree, GLAccount will be available for editing in edit form below the tree. Make necessary changes and save.

Stay tuned with the OFBiz tutorial to get more examples for your own Business Domain.

-Anil.

Anil Patel is Chief Development Officer at HotWax Media as well as an OFBiz project committer, PMC member, and active community contributor. He also studies karate! Anil will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

Ofbiz Accounting: Setup Chart Of Accounts

Wednesday, November 10th, 2010

In this OFBiz tutorial I will walk through the process of setting up OFBiz accounting. It starts with building your Chart of Accounts (CoA). As you might already know, OFBiz comes with sample CoA. In case you find it overwhelming, I have listed below a simpler version of a CoA that will get you started.

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<entity-engine-xml> 
<GlAccount glAccountId="1000" accountName="Cash in Bank and on Hand" accountCode="Cash in Bank and on Hand" glAccountClassId="CASH_EQUIVALENT" glAccountTypeId="CURRENT_ASSET" postedBalance="0.0"/> 
<GlAccount glAccountId="1200" accountName="Accounts Receivable" accountCode="Accounts Receivable" glAccountClassId="CURRENT_ASSET" glAccountTypeId="ACCOUNTS_RECEIVABLE" postedBalance="0.0"/> 
<GlAccount glAccountId="1210" accountName="AR Unapplied Payments" accountCode="AR Unapplied Payments" glAccountClassId="CURRENT_ASSET" glAccountTypeId="ACCREC_UNAPPLIED" postedBalance="0.0"/> 
<GlAccount glAccountId="1400" accountName="Inventory" accountCode="Inventory" glAccountClassId="INVENTORY_ASSET" glAccountTypeId="INVENTORY_ACCOUNT" postedBalance="0.0"/> <GlAccount glAccountId="1700" accountName="Accumulated Depreciation" accountCode="Accumulated Depreciation" glAccountClassId="ACCUM_DEPRECIATION" glAccountTypeId="FIXED_ASSET" postedBalance="0.0"/>
<GlAccount glAccountId="2000" accountName="Accounts Payable" accountCode="Accounts Payable" glAccountClassId="CURRENT_LIABILITY" glAccountTypeId="ACCOUNTS_PAYABLE" postedBalance="0.0"/> 
<GlAccount glAccountId="2001" accountName="AP Unapplied Payments" accountCode="AP Unapplied Payments" glAccountClassId="CURRENT_LIABILITY" glAccountTypeId="ACCPAYABLE_UNAPPLIED" postedBalance="0.0"/> <GlAccount glAccountId="2002" accountName="Uninvoiced Item Receipts" accountCode="Uninvoiced Item Receipts" glAccountClassId="CURRENT_LIABILITY" glAccountTypeId="CURRENT_LIABILITY" postedBalance="0.0"/> 
<GlAccount glAccountId="2010" accountName="Sales Tax Payable" accountCode="Sales Tax Payable" glAccountClassId="CURRENT_LIABILITY" glAccountTypeId="CURRENT_LIABILITY" postedBalance="0.0"/> 
<GlAccount glAccountId="3000" accountName="Owners Equity And Net Worth" accountCode="Owners Equity And Net Worth" glAccountClassId="EQUITY" glAccountTypeId="" postedBalance="0.0"/> <GlAccount glAccountId="4600" accountName="Merchandise Sales" accountCode="Merchandise Sales" glAccountClassId="REVENUE" glAccountTypeId="" postedBalance="0.0"/> 
<GlAccount glAccountId="4830" accountName="Sale Discounts" accountCode="Sale Discounts" glAccountClassId="CONTRA_REVENUE" glAccountTypeId="" postedBalance="0.0"/> 
<GlAccount glAccountId="4840" accountName="Sales returns and Allowances" accountCode="Sales returns and Allowances" glAccountClassId="CONTRA_REVENUE" glAccountTypeId="" postedBalance="0.0"/> 
<GlAccount glAccountId="5100" accountName="Merchandise Cost" accountCode="Merchandise Cost" glAccountClassId="COGS_EXPENSE" postedBalance="0.0"/> 
<GlAccount glAccountId="5150" accountName="Shipping Cost" accountCode="Shipping Cost" glAccountClassId="COGS_EXPENSE" postedBalance="0.0"/> 
<GlAccount glAccountId="5400" accountName="Depreciation Expense" accountCode="Depreciation Expense" glAccountClassId="DEPRECIATION" glAccountTypeId="" postedBalance="0.0"/> 
<GlAccount glAccountId="7300" accountName="Office Expense" accountCode="Office Expense" glAccountClassId="SGA_EXPENSE" glAccountTypeId="" postedBalance="0.0"/> 
<GlAccount glAccountId="7340" accountName="Mesc Expense" accountCode="Telephone Expense" glAccountClassId="SGA_EXPENSE" glAccountTypeId="" postedBalance="0.0"/> 
</entity-engine-xml>

If you are planning to accept credit cards from your customers then you should consider adding the following GL Accounts:

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<entity-engine-xml> 
<GlAccount glAccountId="1220" accountName="AR Merchant Account Visa M/C" parentGlAccountId="1200" accountCode="AR Merchant Account Visa M/C" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/> 
<GlAccount glAccountId="1230" accountName="AR Paypal" parentGlAccountId="1200" accountCode="AR Paypal" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/> 
<GlAccount glAccountId="1240" accountName="AR Bank Checks" parentGlAccountId="1200" accountCode="AR Bank Checks" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/> 
<GlAccount glAccountId="1250" accountName="AR Google Checkout" parentGlAccountId="1200" accountCode="AR Google Checkout" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/> 
<GlAccount glAccountId="1260" accountName="AR American Express" parentGlAccountId="1200" accountCode="AR American Express" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/>
 <GlAccount glAccountId="1270" accountName="AR Discover" parentGlAccountId="1200" accountCode="AR Discover" glAccountClassId="CURRENT_ASSET" glAccountTypeId="MRCH_STLMNT_ACCOUNT" postedBalance="0.0"/> 
</entity-engine-xml>

This simple list of GL Accounts will get you started, but you will obviously need to put together a plan with your accountant or otherwise make the final decision for yourself on the GL Accounts that are best suited for your own business. In my next post, I’ll walk you through the process of assigning GL Accounts to the business entity and thereafter how to setup GL Account defaults to enable automatic GL posting of Payments, Invoices, Inventory and related activities. Good luck.

- Anil

Anil Patel is Chief Development Officer at HotWax Media as well as an OFBiz project committer, PMC member, and active community contributor. He also studies karate! Anil will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

OFBiz Tutorial: Managing Cross Sell Products in OFBiz

Wednesday, October 27th, 2010

Building off of other OFBiz catalog manager tutorials that Pranay and Vikas built earlier this year, today I will be diving into how you can manage cross sell information in OFBiz.  We’ll break this up into two separate sections: Adding Cross Sell Products and Editing Cross Sell Products once they are added.

Add Cross Sell Product(s)


Let’s first talk about prerequisite for managing this part of the catalog:

The user must at least have the role of catalog manager.  There are other roles that they can have that encompass catalog management, but they must have the ability to go here and manage this content.

The data must be setup so that the product’s association type is modeled correctly in the system.  Basically what this is saying is that some association types, while they may look like they would fit in here, will not have the product show up correctly on the front end if you do not do this properly.

Now that we know that – let’s discuss adding cross sell product associations to your products.

Go to the “Catalog” component and click on the “Advanced Search” Button within “Search Products”.

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Fill in the search values on the “Find” screen and click on the “Find” button.

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A list of products will be displayed based on the search criterion.

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Click on any of the products and the “Edit Product” page of the selected product will get displayed.

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Click on the “Associations” tab.

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Fill in the following details in the “Add Association” form :

    Product Id
    Product Id To
    Association Type Id (Select Association Type as ‘Complementary Or Cross Sell’)
    From Date
    Sequence Number
    Reason
    Instruction
    Quantity

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Click on the “Create” button after entering the information.

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Then you’ve got your association taken care of, and you will see it displayed on the “Associations from this Product to” section of your product management page:

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If your front end supports it, you will see your cross sell items on the front end of your website in the “Recommended Products” section of your product detail or shopping cart pages.

Edit Cross Sell Product(s)

Now that you can add cross sell products to your product associations, let’s discuss how you can edit this information in OFBiz. The prerequisites are exactly the same as for adding cross sells into the system except to edit it, you need to already have created the cross sell product association :) .

Here are the steps for editing cross sell product associations:

Go to the “Catalog” component and click on the “Advanced Search” Button within “Search Products”.

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Fill in the search values on the “Find” screen and click on the “Find” button.

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A list of the products will be displayed based on the search criterion.

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Click on any of products and the “Edit Product” page of the selected product will get displayed.

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Click on the “Associations” tab.
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On the “Associations” page, click on the “Edit” button next to the complementary product in the “Associations from this Product to” section.

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Update the following details in “Add Association” form:

    Thru Date
    Sequence Number
    Reason
    Instruction
    Quantity

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Click on the “Update” button to save the details.

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Use the “Delete” button to delete the associated cross sell product – if necessary.

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Now you’ve got your association tuned (or deleted) depending on what you needed to do in your system.  The changes will be reflected on the “Associations from this Product to” section of Associations page and will also be reflected on your front end in the “Recommended Products” section of your product detail page or shopping cart pages.

More OFBiz tutorials to come in the not too distant future – stay tuned!

Tim Ruppert is Chief Operating Officer at HotWax Media, an OFBiz service provider, as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisers in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.

Verified Agile Explained

Tuesday, September 14th, 2010
-Verified Agile Explained
The workflows that make up a verified agile process are not that different from the standard set you find in an OOTB agile implementations – with the twist being that technology now allows us to take our implementations to a merit-based, global team instead of being limited by proximity.  In my experience, it is always better to follow the agile doctrine strictly, and have each of your people and your customer sitting in the same room focused on the same topic.  In this age of constant connectivity and a flattened world, that just isn’t the way that people live their lives.  So here at HotWax Media, we’ve made accommodations to give both out customers and employees what they want: the additional flexibility to be where they need to, but not have their project skip a beat!
Agile’s proximity dogma is _the_ problem that geographically disparate teams have been battling with for years – but we are just now arriving at an era where our technical innovation, practice and patience have allowed us to reap the benefits of agile development methodologies across the globe.  In order to be able to offer our services to people all around the world, and still provide the level of quality and responsiveness that we’ve come to expect as professionals, we have added both additional processes and tools to agile workflows that ensure that we are on track and let us know exactly when we stray.
In my next sets of posts, I will start by digging into the details that define our verified agile workflows and processes as well as showing you how leveraging different nodes of a collaboration platform can make life easier on you and your customers.

OFBiz Project Management

In a continuation of my posts about Ecommerce ERP and our Verified Agile Process, managing your project to completion the way that HotWax Media does, I am going to dig into exactly what we mean by Verified Agile Process.

The workflows that make up a verified agile process are not that different from the standard set you find in a standard agile implementations – with the twist being that technology now allows us to take our implementations to a merit-based, global team instead of being limited by proximity.  In my experience, it is always better to follow the agile doctrine strictly, and have each of your people and your customer sitting in the same room focused on the same topic.  In this age of constant connectivity and a flattened world, that just isn’t the way that people live their lives.  So here at HotWax Media, we’ve made accommodations to give both our customers and employees what they want: the additional flexibility to be where they need to, but not have their project skip a beat!

Agile’s proximity dogma is THE problem that geographically disparate teams have been battling with for years – but we are just now arriving at an era where our technical innovation, practice and patience have allowed us to reap the benefits of agile development methodologies across the globe.  In order to be able to offer our services to people all around the world, and still provide the level of quality and responsiveness that we’ve come to expect as professionals, we have added both additional processes and tools to agile workflows that ensure that we are on track and let us know exactly when we stray.

In my next sets of posts, I will start by digging into the details that define our verified agile workflows and processes as well as showing you how leveraging different nodes of a collaboration platform can make life easier on you and your customers.

-Tim

Tim Ruppert is Chief Operating Officer at HotWax Media, an OFBiz service provider, as well as an OFBiz project committer and active community member. Tim will join other HotWax Media employees and advisors in periodically posting thoughts here related to OFBiz, eCommerce, ERP, and related topics.