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From "Sharan Foga"<sha...@apache.org>
Subject Re: RE: Cost center
Date Sun, 12 Feb 2017 20:07:11 GMT
Hi Moatasim

You don't need to create a complete new chart of accounts for MARKETING as a department. By
default it will use the exactly the same chart of account structure as the Company. Only if
you have any specific overrides for the MARKETING do you need to include only those override
accounts in a Chart of accounts for MARKETING.

What I mean here is that if for Company all Sales go to Account XYZ but for MARKETING you
want them to go to Account ABC then only ABC needs to be setup in the Chart of Accounts for
MARKETING. Then in the GL Account Defaults for MARKETING you map an override for the Sales
to Account ABC instead of XYZ.

I think you can also specify a separate invoice number prefix so for each department in the
accounting setup screen. (So you can know by looking at the invoices that anything that starts
MK is a MARKETING invoice and anything else is a standard Company invoice)

I seem to remember that the Accounting reports should handle any rollup for departments  meaning
that any account bookings for departments should be displayed as part of the full main company
accounts. Is this what you want?

Once again, I hope this helps.

Thanks
Sharan


On 2017-02-12 16:14 (+0100), Moatasim Al Masri <malmasri@bi-bst.com> wrote: 
> Thank you Sharan
> When I Create new accounting company I can see in Accounting invoice the Organization
Party Id for example the MARKITING witch is created in Create new accounting company, but
this approach should declare new charts of accounts for it which is wrong.
> I need create new invoice on this department as a cost center in company organization.
> 
> 
> 
> Best Regards,
> 
> Moatasim L. Al-Masri
> 
> 
> -----Original Message-----
> From: Sharan Foga [mailto:sharan@apache.org] 
> Sent: Sunday, February 12, 2017 4:50 PM
> To: user@ofbiz.apache.org
> Subject: Re: Cost center
> 
> Hi Moatasim
> 
> I think that we have a case here where we have some demo data showing some functionality
but we don't actually have a maintenance screen for it.
> 
> Global GL Settings →  Cost Center
> 
> Displays the cost centre allocations for some demo accounts
> 
> And Global GL Settings → GL Acccount Category 
> 
> Will allow you to create new cost centres that will appear under Global GL Settings →
Cost Centers
> 
> but I don't think we have a screen to allows you to allocate a cost center to a specific
GL account.  (Happy to be corrected on this if one does exist :-)
> 
> So a solution could be that you could create a maintenance screen (or maybe first check
our Jira to see if someone had the same issue and already submitted a patch for it)..
> 
> Another way you could do it is to not use Cost Centers but use party manager to create
your cost centre with the role of organisation unit and / or department since it could be
both a cost centre and department at the same time.
> 
> If you are talking about using the project manager application then you might have to
look at the default fields for creating project to allow the organisation company to be overridden
to be a specific department or cost centre.
> 
> There is a lot of flexibility about how you could do. It all depends on your requirements.
> 
> Hope this helps.
> 
> Thanks
> Sharan
> 
> On 2017-02-08 12:24 (+0100), Moatasim Al Masri <malmasri@bi-bst.com> wrote: 
> > Hi
> > In accounting manager ->Global Setting - > Cost Center I cannot find 
> > the concept company cost center, this screen just to allocate cost center, if I
need to assign cost center to some department in organizing or assign cost center to a project,
how can fix it scenario?!
> > 
> > Your kind support is highly appreciated
> > 
> > Best Regards,
> > 
> > Moatasim L. Al-Masri
> > Program Manager
> > 
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