Purchase order payment method

[Emad Radwan <er...@gmail.com>]

Hello Community,

How the subject issue is determined? In other words, how to configure if
'Company' wants to be cash or on account for their purchases?

Regards,
Emad

Re: Purchase order payment method

[Ashish Vijaywargiya <as...@hotwaxsystems.com>]

Hello Emad,

Glad to know that the details provided by me were helpful to you!

There are 4 entities that also comes into picture depending upon the use
cases:

https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=OrderTerm
https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=InvoiceTerm
https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=AgreementTerm
https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=BillingAccountTerm

Please consider these entities as well in your exploration phase.

--
Kind Regards,
Ashish Vijaywargiya
Vice President of Operations
*HotWax Systems*
*Enterprise open source experts*
http://www.hotwaxsystems.com



On Fri, Dec 16, 2022 at 5:26 PM Emad Radwan <er...@gmail.com> wrote:

> Many thanks, Ashish for the usual help and valuable information. I have
> good experience with most of the concepts already while working with Sales
> Orders but you completed the missing piece of the puzzle here by mentioning
> agreements that I didn't visit yet, but I can imagine how the link with
> payments and payment methods is going to be established.
>
> Thanks again and best regards,
> Emad
>
> On Fri, Dec 16, 2022 at 12:42 PM Ashish Vijaywargiya <
> ashish.vijaywargiya@hotwaxsystems.com> wrote:
>
> > Hello Emad,
> >
> > I am sharing some details to understand the use case, hopefully it will
> > suffice your requirement:
> >
> > 1) Purchase Orders in the System are linked with Products(OrderItems in
> the
> > System).
> >
> > 2) Products are supplied by a Suppliers.
> > For example:
> >
> >
> https://demo-stable.ofbiz.apache.org/catalog/control/EditProductSuppliers?productId=GZ-2644
> >
> > 3) There is a concept of agreement that plays an important role in case
> of
> > Purchase Order.
> > For example:
> > https://demo-stable.ofbiz.apache.org/accounting/control/FindAgreement
> >
> > 4) Purchase Order gets associated with a Payment.
> >
> > 5) Payments are associated with Invoices. Invoices can be of different
> > types: Sales Invoice, Purchase Invoice etc.
> >
> > The last step is related to the posting of transactions into General
> > Ledger.
> >
> > - General Ledger accounts are configured/mapped accordingly so that it
> > takes care of automatic posting in case of various scenarios. What type
> of
> > Invoice is there, what type of payment is there etc.
> >
> > - Once the Purchase Order is completed into the system, it means you have
> > received the Inventory in your warehouse. The next step is to take care
> of
> > the Payment and Invoice part in the system.
> >
> > - If you do online transfer from Company Bank Account to Supplier Bank
> > Account then you can keep the transaction references either in Order Note
> > or Invoice Note or Invoice.ReferenceNum field.
> >
> > Apache OFBiz provides you the flexibility to choose the payment method.
> You
> > can either pay by Cash, Credit Card, Billing Account etc.
> >
> >
> https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=PaymentMethodType
> > (See the Default Gl Account field in this entity)
> > The agreement between a Company and a Supplier plays an important role.
> >
> > Hope this helps!
> >
> > --
> > Kind Regards,
> > Ashish Vijaywargiya
> > Vice President of Operations
> > *HotWax Systems*
> > *Enterprise open source experts*
> > http://www.hotwaxsystems.com
> >
> >
> >
> > On Sat, Dec 10, 2022 at 11:30 PM Emad Radwan <er...@gmail.com>
> > wrote:
> >
> > > Hello Community,
> > >
> > > Would you please look inti this one?
> > >
> > > Regards,
> > > Emad
> > >
> > > On Mon, Dec 5, 2022 at 1:51 PM Emad Radwan <er...@gmail.com>
> > wrote:
> > >
> > > > Hello Community,
> > > >
> > > > How the subject issue is determined? In other words, how to configure
> > if
> > > > 'Company' wants to be cash or on account for their purchases?
> > > >
> > > > Regards,
> > > > Emad
> > > >
> > >
> >
>

Re: Purchase order payment method

[Emad Radwan <er...@gmail.com>]

Many thanks, Ashish for the usual help and valuable information. I have
good experience with most of the concepts already while working with Sales
Orders but you completed the missing piece of the puzzle here by mentioning
agreements that I didn't visit yet, but I can imagine how the link with
payments and payment methods is going to be established.

Thanks again and best regards,
Emad

On Fri, Dec 16, 2022 at 12:42 PM Ashish Vijaywargiya <
ashish.vijaywargiya@hotwaxsystems.com> wrote:

> Hello Emad,
>
> I am sharing some details to understand the use case, hopefully it will
> suffice your requirement:
>
> 1) Purchase Orders in the System are linked with Products(OrderItems in the
> System).
>
> 2) Products are supplied by a Suppliers.
> For example:
>
> https://demo-stable.ofbiz.apache.org/catalog/control/EditProductSuppliers?productId=GZ-2644
>
> 3) There is a concept of agreement that plays an important role in case of
> Purchase Order.
> For example:
> https://demo-stable.ofbiz.apache.org/accounting/control/FindAgreement
>
> 4) Purchase Order gets associated with a Payment.
>
> 5) Payments are associated with Invoices. Invoices can be of different
> types: Sales Invoice, Purchase Invoice etc.
>
> The last step is related to the posting of transactions into General
> Ledger.
>
> - General Ledger accounts are configured/mapped accordingly so that it
> takes care of automatic posting in case of various scenarios. What type of
> Invoice is there, what type of payment is there etc.
>
> - Once the Purchase Order is completed into the system, it means you have
> received the Inventory in your warehouse. The next step is to take care of
> the Payment and Invoice part in the system.
>
> - If you do online transfer from Company Bank Account to Supplier Bank
> Account then you can keep the transaction references either in Order Note
> or Invoice Note or Invoice.ReferenceNum field.
>
> Apache OFBiz provides you the flexibility to choose the payment method. You
> can either pay by Cash, Credit Card, Billing Account etc.
>
> https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=PaymentMethodType
> (See the Default Gl Account field in this entity)
> The agreement between a Company and a Supplier plays an important role.
>
> Hope this helps!
>
> --
> Kind Regards,
> Ashish Vijaywargiya
> Vice President of Operations
> *HotWax Systems*
> *Enterprise open source experts*
> http://www.hotwaxsystems.com
>
>
>
> On Sat, Dec 10, 2022 at 11:30 PM Emad Radwan <er...@gmail.com>
> wrote:
>
> > Hello Community,
> >
> > Would you please look inti this one?
> >
> > Regards,
> > Emad
> >
> > On Mon, Dec 5, 2022 at 1:51 PM Emad Radwan <er...@gmail.com>
> wrote:
> >
> > > Hello Community,
> > >
> > > How the subject issue is determined? In other words, how to configure
> if
> > > 'Company' wants to be cash or on account for their purchases?
> > >
> > > Regards,
> > > Emad
> > >
> >
>

Re: Purchase order payment method

[Ashish Vijaywargiya <as...@hotwaxsystems.com>]

Hello Emad,

I am sharing some details to understand the use case, hopefully it will
suffice your requirement:

1) Purchase Orders in the System are linked with Products(OrderItems in the
System).

2) Products are supplied by a Suppliers.
For example:
https://demo-stable.ofbiz.apache.org/catalog/control/EditProductSuppliers?productId=GZ-2644

3) There is a concept of agreement that plays an important role in case of
Purchase Order.
For example:
https://demo-stable.ofbiz.apache.org/accounting/control/FindAgreement

4) Purchase Order gets associated with a Payment.

5) Payments are associated with Invoices. Invoices can be of different
types: Sales Invoice, Purchase Invoice etc.

The last step is related to the posting of transactions into General Ledger.

- General Ledger accounts are configured/mapped accordingly so that it
takes care of automatic posting in case of various scenarios. What type of
Invoice is there, what type of payment is there etc.

- Once the Purchase Order is completed into the system, it means you have
received the Inventory in your warehouse. The next step is to take care of
the Payment and Invoice part in the system.

- If you do online transfer from Company Bank Account to Supplier Bank
Account then you can keep the transaction references either in Order Note
or Invoice Note or Invoice.ReferenceNum field.

Apache OFBiz provides you the flexibility to choose the payment method. You
can either pay by Cash, Credit Card, Billing Account etc.
https://demo-stable.ofbiz.apache.org/webtools/control/FindGeneric?entityName=PaymentMethodType
(See the Default Gl Account field in this entity)
The agreement between a Company and a Supplier plays an important role.

Hope this helps!

--
Kind Regards,
Ashish Vijaywargiya
Vice President of Operations
*HotWax Systems*
*Enterprise open source experts*
http://www.hotwaxsystems.com



On Sat, Dec 10, 2022 at 11:30 PM Emad Radwan <er...@gmail.com> wrote:

> Hello Community,
>
> Would you please look inti this one?
>
> Regards,
> Emad
>
> On Mon, Dec 5, 2022 at 1:51 PM Emad Radwan <er...@gmail.com> wrote:
>
> > Hello Community,
> >
> > How the subject issue is determined? In other words, how to configure if
> > 'Company' wants to be cash or on account for their purchases?
> >
> > Regards,
> > Emad
> >
>

Re: Purchase order payment method

[Emad Radwan <er...@gmail.com>]

Hello Community,

Would you please look inti this one?

Regards,
Emad

On Mon, Dec 5, 2022 at 1:51 PM Emad Radwan <er...@gmail.com> wrote:

> Hello Community,
>
> How the subject issue is determined? In other words, how to configure if
> 'Company' wants to be cash or on account for their purchases?
>
> Regards,
> Emad
>