2018

New Intercompany Process Module

Based on the new OpenERP connector, Elico Corp has created a new set of modules that makes Intercompany Process (ICOPS) ready in minutes.

Shanghai Elico Limited - 上海寰享网络科技有限公司, Eric Caudal

What is Intercompany Process?

It is the possibility to automatically create objects from one company (Origin) into another one (destination). Main intercompany process operations involve SO, PO, stock moves and invoicing. In multi-company environment, a SO to a sister company needs to be reflected in a PO in that company: the objective of these modules is to make transparent the creation of the necessary duplicated documents. You can  have a look at the following blueprint:  https://blueprints.launchpad.net/multi-company/+spec/icops

What do you need to get started:

  • Multi-company products, visible in all the companies involved in the process
  • 2 companies: one origin and one destination
  • 2 backends linked to each company involved in the communication
  • one user in each company able to perform the actions (to be setup in the backends).
  • Setup the back end to perform the requested action, depending on the events.

Necessary Modules:

  • Standard OpenERP Modules
  • openerp-connector modules (http://openerp-connector.com/)
  • base_intercompany: this is the main module with all generic methods, adapters, mappings etc.
  • base_intercompany_sale: this is the module for sales/purchases intercompany process
  • base_intercompany_stock (planned): this is the module for stock intercompany process
  • base_intercompany_invoicing (planned): this is the module for invoicing intercompany process

How to test it?

  1. Create a demo database
  2. Install the module base_intercompany_sale
  3. Go to connector/ backend and create the setup in Backend Origin (eg PO to SO: create, update, delete and confirm)
  4. Connect to Origin company
  5. Create a PO to the Destination company with products and save it
  6. Connect to Destination company
  7. Check that a SO has been created

Here are the current working patterns:

  • SO 2 SO: a Sales Order created in company A will automatically create a Sales Order in company B
  • DO 2 DO: a Delivery Order created in company A will automatically create a Delivery Order in company B (subcase of SO to SO)
  • SO 2 PO: a Sales Order created in company A will automatically create a Purchase Order in company B
  • PO 2 SO: a Purchase Order created in company A will automatically create a Salews Order in company B

Patterns planned in the future (community contribution accepted!):

  • PO 2 PO: a Purchase Order created in company A will automatically create a Purchase Order in company B
  • IS 2 IS: an Incoming Shipment created in company A will automatically create an Incoming Shipment in company B (subcase of PO to PO)
  • DO 2 IS: a Delivery Order created in company A will automatically create an Incoming Shipment  in company B
  • IS 2 DO: an Incoming Shipment created in company A will automatically create a Delivery Order in company B
  • CI 2 SI: a Customer Invoice created in company A will automatically create a Supplier Voucher in company B
  • SI 2 CI: a Supplier Voucher created in company A will automatically create a Customer Invoice in company B

You can configure the following events to perform an action in the destination company:

  • Creation of objects
  • Update of the objects
  • Deletion of the objects
  • Cancel (equivalent to press button Cancel)
  • Confirm (equivalent to press button Confirm or Validate)

The functionality has been built on the openerp-connector  and provide the following features:

  • Possibility to enqueue all jobs
  • Queue Error management
  • By default no delay is setup in current module (no job queue)

Notes:

  • Patterns are generic and behaviors are transitive: you can have multiple company involved with several cascade up and down.
  • You can setup complex rules such as creating the object in one company and confirmation in the other.
    • Company Origin (to Destination): SO2PO (Create, update, delete but no confirm)
    • Company Destination (to Origin): PO2SO (only confirm)
  • A video will be soon posted
Where are the modules available: https://code.launchpad.net/~openerp-community/openobject-addons/elico-7.0
If you have any question, please contact us: contact@elico-corp.com