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From "James Yong"<jamesy...@apache.org>
Subject Re: RE: RE: Quantity missing for inventory transfer records
Date Tue, 24 Oct 2017 10:24:34 GMT
Hi Swapnil,

You may want to consider having the following modifications:

1) Item Issuance & Shipment Receipt entities: Add columns (i.e. InventoryTransferHeaderId
& InventoryTransferId ) to support inventory transfer with shipment.

2) Inventory Transfer Adjustment entity: For the tax.

3) Inventory Transfer Header entity: For group transfer (as discussed earlier)

Regards,
James Yong

On 2017-10-19 19:12, Swapnil Shah <swapnil.shah@hotwaxsystems.com> wrote: 
> Let me try adding few more insights/details with regard to stock transfer
> flow.
> 
> 
> 
> As we are referring to intra-organizational goods movement i.e., so
> movement of goods would be for and within the same business entity. Here
> are few pointers (if it can help in assessing any kind of technical
> trade-off that needs to be made with respect to current implementation) :
> 
>    - Stock Transfer per se are going to involve goods exchange but there is
>    no real time money exchange involved between shipper and receiver as they
>    are both the very same business entity in the legal sense. So business
>    might not be necessarily interested in generating any sales or purchase
>    invoice against such transactions. Nor will there be any real time payment
>    or invoice settlement required at either end.
>    - In financial terms there are tax implications but its applicability
>    varies depending upon the laws of the land or country/state-specific tax
>    regulations. For example:
>       - In US the very same item transferred in certain state might be
>       taxable at certain rate but totally exempted or taxed at
> different rate in
>       another (someone with better understanding of US or EUR tax
> regulations can
>       throw more light and let us know if currently intra-company
> goods transfer
>       are even taxable or not)
>       - In India, the tax implications in the case of goods transfer is now
>       shifted on the supply of goods. As a result:
>          - For inter-state transfer *there is tax liability and in this
>          case, only a separate “Tax Invoice”* needs to be issued along with
>          stock transfer note and supporting document (depending on the
> inter-state
>          regulations while crossing the state borders)
>          - For intra-state transfers if business entity is having single
>          registration for originating and receiving branches with tax
> authority then *there
>          is no tax liability and hence no Tax Invoice *needs to be issue.
>          Only Delivery Note should suffice to transfer the goods.
>          - For intra-state transfers if business entity is having different
>          registration for originating and receiving branches with tax
> authority then *there
>          is tax liability and in this case, only a separate “Tax Invoice”*
>          needs to be issued along with stock transfer note.
>       - Any kind of applicable tax (if any) needs to be paid to the state
>       only and a separate Tax Invoice needs to be generated in this case.
>    - The transfer shipment needs to follow certain status transitioning
>    i.e. ‘Requested’ à ‘In-review’ à ‘Shipped’ (from
originating facility) à
>    ‘In-transit’ à ‘Received’ (at destination facility). As it
needs to be
>    tracked internally.
>    - The deemed transaction value and tax liability against the transferred
>    goods should hit the accounting books against appropriate GL accounts per
>    store and a separate GL account against the tax authority (in accordance
>    with business rules).
>    - Later at some point of time we may also like to systemically build the
>    Transfer Requirement Planning and consolidate all the individual
>    product-wise transfer ad-hoc or planned requests/requirement for a common
>    destination facility (i.e., once any feature like
>    https://issues.apache.org/jira/browse/OFBIZ-6964 gets implemented)
> 
> 
> 
> I hope it should help to come up with a generic enough solution that can
> work across geographies with required level of flexibility.
> 
> 
> 
> Thanks,
> 
> Swapnil
> 
> 
> 
> -----Original Message-----
> From: James Yong [mailto:jamesyong@apache.org]
> Sent: Wednesday, October 18, 2017 9:56 PM
> To: dev@ofbiz.apache.org
> Subject: Re: RE: Quantity missing for inventory transfer records
> 
> 
> 
> Hi Vaibhav,
> 
> 
> 
> My random thoughts on the possible implementation:
> 
> 
> 
> We can have a new InventoryTransferHeader (ITH) entity as mentioned earlier
> to manage group transfer.
> 
> 
> 
> Having Quality attribute to InventoryTransfer entity is reasonable since we
> may have an approval process before actual transfer.
> 
> 
> 
> User doing inventory transfer can have an Shipment option to enable
> shipment.
> 
> 
> 
> When inventory transfer is approval and Shipment option is selected, a
> corresponding Sales Order (SO) and Purchase Order (PO) will be created.
> 
> 
> 
> You may want to use a different Order Type for these transfer SO & PO.
> 
> 
> 
> No direct changes are allowed for transfer SO & PO. Changes can only be
> made at ITH and the associated Inventory Transfer entities.
> 
> 
> 
> There should be an attribute in SO & PO to link to ITH.
> 
> 
> 
> There is also a need to enhance the reservation function of SO to specify
> the inventory item id for reservation.
> 
> 
> 
> Regards,
> 
> James Yong
> 
> 
> 
> On 2017-10-16 23:05, Vaibhav Jain <vaibhav.jain@hotwaxsystems.com> wrote:
> 
> > Hello Swapnil/James,
> 
> >
> 
> > There are many dependencies of inventory transfer in Business
> 
> > Requirements
> 
> > like:
> 
> >
> 
> >    1. In Inventory transfer generally, there is more than one product in
> 
> >    any inventory transfer.
> 
> >    2. Inventory transfer should have an association with Shipment which is
> 
> >    missing.
> 
> >    3. Inventory transfer should have an association with Accounting which
> 
> >    is missing.
> 
> >    4. Tax should be calculated(Applicable in India after GST) on inventory
> 
> >    transfer.
> 
> >    5. If the tax is exempted then need "Stock transferring" documentation.
> 
> >    6. Tracking of Transferred inventory.
> 
> >    7. Tracking of associated peoples(Picker, Packer, driver) with the
> 
> >    respective transfer order.
> 
> >
> 
> > Most of the attribute of inventory transfer is belongs to Order
> 
> > management system. Hence we should have a flow to create a "Transfer
> 
> > Order" for inventory transfer.
> 
> >
> 
> > Inventory Transfer can be treated as "Receive product". Business does
> 
> > not have workflows to receive the product directly i.e. PO should be
> 
> > created to receive the product. If anyone wants to surpass the PO
> 
> > workflow and want to receive the product then "Receive product" is
> 
> > useful. Same for inventory transfer we should have a flow of transfer
> 
> > order and inventory transfer can be used like "Receive Product" workflow.
> 
> >
> 
> > Please share your thoughts
> 
> >
> 
> > Thanks & Regards
> 
> >
> 
> > Vaibhav Jain
> 
> > Hotwax Systems,
> 
> > vaibhav.jain@hotwaxsystems.com
> 
> >
> 
> > On Mon, Oct 16, 2017 at 7:02 PM, Swapnil Shah <
> 
> > swapnil.shah@hotwaxsystems.com> wrote:
> 
> >
> 
> > > Yes James,
> 
> > > ITH should work. I would prefer to have ITH tightly coupled with
> 
> > > InventoryTransfer(IT) i.e. even in case of single item transfer
> 
> > > create corresponding entries in ITH and IT both to maintain data
> 
> > > integrity. Also, We can try tying up Inventory Transfer with
> 
> > > Shipment through ITH itself or a separate entity e.g.,
> InventoryTransferShipment.
> 
> > >
> 
> > > Thanks & Regards,
> 
> > > Swapnil
> 
> > >
> 
> > > -----Original Message-----
> 
> > > From: James Yong [mailto:jamesyong@apache.org <jamesyong@apache.org>]
> 
> > > Sent: Sunday, October 15, 2017 9:26 PM
> 
> > > To: dev@ofbiz.apache.org
> 
> > > Subject: Re: RE: Quantity missing for inventory transfer records
> 
> > >
> 
> > > Hi Swapnil,
> 
> > >
> 
> > > Another possible solution is to have an header entity, e.g.
> 
> > > InventoryTransferHeader (ITH), containing additional or common info
> 
> > > related to the group transfer.
> 
> > > For group transfer, ITH is created and each InventoryTransfer will
> 
> > > contain a FK to ITH.
> 
> > > For single transfer, ITH can be empty.
> 
> > >
> 
> > > Regards,
> 
> > > James Yong
> 
> > >
> 
> > > On 2017-10-14 18:59, Swapnil Shah <swapnil.shah@hotwaxsystems.com>
> wrote:
> 
> > > > Folks,
> 
> > > > One very frequent use case that we encounter is that any transfer
> 
> > > > request initiated from one facility to another is generally for
> 
> > > > multiple products as they all need to go in a single shipment
> 
> > > > against transfer request so as to be cost effective.
> 
> > > >
> 
> > > > Current schema has the limitation that any given inventory
> 
> > > > transfer can only be for single inventory item (and hence only one
> product).
> 
> > > > Would it make sense and be feasible if we enhance the existing
> 
> > > > design such that multiple products/inventory can be tied with a
> 
> > > > single transfer
> 
> > > > (InventoryTransferId) request (possibly by having
> 
> > > > InventoryTransferId
> 
> > > > + InventoryItemId as PK) and shipment is tied up with it as well.
> 
> > > > + Of
> 
> > > > course by leaving a proper audit trail via InventoryItemDetail etc.
> 
> > > >
> 
> > > > Let's share any further thoughts or similar business cases and
> 
> > > > then we can try to support it if it is generic enough.
> 
> > > >
> 
> > > > Thanks & Regards,
> 
> > > > Swapnil
> 
> > > >
> 
> > > > -----Original Message-----
> 
> > > > From: James Yong [mailto:jamesyong@apache.org <jamesyong@apache.org>]
> 
> > > > Sent: Friday, October 13, 2017 9:36 PM
> 
> > > > To: dev@ofbiz.apache.org
> 
> > > > Subject: Re: Quantity missing for inventory transfer records
> 
> > > >
> 
> > > > Hi all,
> 
> > > >
> 
> > > > It is better to add InventoryTransferId column to Inventory Item
> 
> > > > Detail
> 
> > > > (IID) table so that we easily link the IID record to the Inventory
> 
> > > > Transfer table.
> 
> > > >
> 
> > > > What do you think?
> 
> > > >
> 
> > > > Regards,
> 
> > > > James Yong
> 
> > > >
> 
> > > > On 2017-10-13 23:18, "James Yong"<jamesyong@apache.org> wrote:
> 
> > > > > Hi Suraj,
> 
> > > > >
> 
> > > > > Shouldn't the transfer detail be stored at Inventory Item Detail
> 
> > > table?
> 
> > > > >
> 
> > > > > Regards,
> 
> > > > > James Yong
> 
> > > > >
> 
> > > > > On 2017-10-13 16:44, Suraj Khurana
> 
> > > > > <suraj.khurana@hotwaxsystems.com>
> 
> > > > wrote:
> 
> > > > > > Hello,
> 
> > > > > >
> 
> > > > > > While creating inventory transfers, a new inventory item is
> 
> > > > > > created and successfully gets updated after completing
> 
> > > > > > inventory
> 
> > > transfer.
> 
> > > > > > As per current implementation, we don't store transferred
> 
> > > > > > quantity anywhere in *InventoryTransfer *entity and quantity
> 
> > > > > > is only available on the newly created inventory item. Problem
> 
> > > > > > is, it gets deluded on time being and user won't get exact
> 
> > > > > > quantity for which
> 
> > > > inventory transfer was initialized.
> 
> > > > > >
> 
> > > > > > IMO, we should maintain transferred quantity at
> 
> > > > > > *InventoryTransfer *entity as well for proper history maintenance
> of records.
> 
> > > > > >
> 
> > > > > > Please share your thoughts on this.
> 
> > > > > >
> 
> > > > > > --
> 
> > > > > > Thanks and Regards,
> 
> > > > > > *Suraj Khurana* | Sr. Enterprise Software Engineer *HotWax
> 
> > > > > > Commerce* by  *HotWax Systems* Plot no. 80, Scheme no. 78,
> 
> > > > > > Vijay Nagar, Indore, M.P. India 452010
> 
> > > > > >
> 
> > > > >
> 
> > > >
> 
> > >
> 
> >
> 

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