ERP and OFBiz Organizational Units

Objectives Review selected OFBiz organizational units and understand their purpose

Organizational Units (Introduction) All of the ERPs I know of are based on (hierarchical) organizational units SAP has a company with a general ledger, purchasing organization(s) and sales organization(s) OFBiz works similarly

Company The Company is the top-level organizational unit It’s a “special” party group It’s not a person It has a currency It (typically) does not have a login

Company (Information)

Company (Payment Information)

Facility (Introduction) A Facility is another top-level organizational unit A Facility belongs to a company A facility has a type (Warehouse) Inventory is received into a warehouse Inventory is shipped from a warehouse Goods are manufactured in a facility

Facility Manager (Illustration) Use the Facility Manager to Work with inventory Manage warehouse picking and packing Schedule production

Facility Information

Facility (Entity) Size Inventory Store UOM

Facility (Contact Information)

Accounting (Introduction) Financial accounting must be configured before OFBiz can be run Minimum requirements Default organization (Company) Default (main) currency PartyAcctgPreference Financial calendar Global and company chart of accounts (COA) Document numbering sequences