[jira] Created: (OFBIZ-3169) Implementation of Budget functionality.

Implementation of Budget functionality.
---------------------------------------

                 Key: OFBIZ-3169
                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
             Project: OFBiz
          Issue Type: New Feature
          Components: accounting
    Affects Versions: SVN trunk
            Reporter: ashish tiwari
            Priority: Minor
             Fix For: SVN trunk


This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
 was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.

1. Request for the budget is generated by the Deptartment.
2. Budget request is submitted to board of directors/higher officials for approval.
3. Budget request is either approved or rejected.
4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
5. Now item wise budget is allocated to different items by Department Head.
6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
7. All the data regarding the budgets created are maintained.

Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

    [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12775379#action_12775379 ]

ashish tiwari commented on OFBIZ-3169:
--------------------------------------

Till date i hav not recieved any comments.
This is just to inform you all that i have already started the implementation of Budget functioanlity.

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

     [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:all-tabpanel ]

ashish tiwari updated OFBIZ-3169:
---------------------------------

    Comment: was deleted

(was: Till date i hav not recieved any comments.
This is just to inform you all that i have already started the implementation of Budget functioanlity.)

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

    [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12775382#action_12775382 ]

ashish tiwari commented on OFBIZ-3169:
--------------------------------------

Hi all,

I have not received any comment regarding the implementation of budget functioanlity.
This is to inform you all that I have started the implementation of the budget functionality.

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

    [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12776082#action_12776082 ]

Sharan Foga commented on OFBIZ-3169:
------------------------------------

Hi Ashish

Your high level process sounds OK but just be careful that your implementation isnt too rigid. What I mean here is that a department head could be for example an IT Manager who applies for and gets a budget but then the IT Manager has people that work for him (eg an Infrastructure Manager and a Development Manager) that also need to apply for and manage their budgets.

So you need to be aware that the budgets could be hierarchical and need to roll up into a higher level  budget allocation.

Another way to look at it is rather than calling them a department head - I've heard the term  'Cost Centre Manager'  used in relation to budgets because from an accounting perspective they need to manage their budget and costs allocated to their cost centre. Also a cost centre manager may be responsible for several cost centres. It could make it more flexible rather than referring to a department head since a person maybe responsible for a budget but may not be responsible for a department.

Thanks
Sharan

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

    [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12776266#action_12776266 ]

Hans Bakker commented on OFBIZ-3169:
------------------------------------

Asish,

excellent you starting this new feature and it would be very nice to have it in here....but please?

Use forms only?

Ftl's do not belong in an administrative backend application even if it gives a little advantage with some Ajax functions. Better enhance the forms that they can accommodate it....

Regards,
Hans

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.

    [ https://issues.apache.org/jira/browse/OFBIZ-3169?page=com.atlassian.jira.plugin.system.issuetabpanels:comment-tabpanel&focusedCommentId=12776341#action_12776341 ]

Pierre Smits commented on OFBIZ-3169:
-------------------------------------

Hi Asish,

More often than not it is the personell of the accounting departments who enter approved budgets in the accounting system. Be aware of this.

In general budgetting is process of filling out spreadsheets by profit and cost center managers, send the sheets to the accounting department where they are consolidated for overview and controlling purposes. If these are approved then the department managers are informed and accounting staff enter the numbers in the accounting system.

If a budget proposal is rejected by higher management, then the department manager has to adjust his numbers and submit these again.

Regards,

Pierre

> Implementation of Budget functionality.
> ---------------------------------------
>
>                 Key: OFBIZ-3169
>                 URL: https://issues.apache.org/jira/browse/OFBIZ-3169
>             Project: OFBiz
>          Issue Type: New Feature
>          Components: accounting
>    Affects Versions: SVN trunk
>            Reporter: ashish tiwari
>            Priority: Minor
>             Fix For: SVN trunk
>
>
> This is regarding Budget functionality implementation in OFBiz. I have found that enitities related to budget functionality are present in OFbiz but I
>  was not able to find the functional implementation for the same. So I needed to confirm is this functionality implemented or not.
> In case it is not I am interested in implementing the same in OFbiz. I have found a general flow of the budget process and i am mentioning the steps in this mail. So please go throurgh the steps and you are requested to give in your comments regarding the same.
> 1. Request for the budget is generated by the Deptartment.
> 2. Budget request is submitted to board of directors/higher officials for approval.
> 3. Budget request is either approved or rejected.
> 4. If the budget is approved it is created as annual budget(Total cost in the budget is alloted to Department).
> 5. Now item wise budget is allocated to different items by Department Head.
> 6. Profits achieved can be calculated on the basis of fiscal years for a budget by compairing the proposed budget and the actual budget.
> 7. All the data regarding the budgets created are maintained.
> Waiting for your comments.

--
This message is automatically generated by JIRA.
-
You can reply to this email to add a comment to the issue online.