OFBiz feature summary

Apache OFBiz offers a great deal of functionality, including:

• advanced e-commerce
• catalog management
• promotion & pricing management
• order management (sales & purchase)
• customer management (part of general party management)
• warehouse management
• fulfillment (auto stock moves, batched pick, pack & ship)
• accounting (invoice, payment & billing accounts, fixed assets)
• manufacturing management
• general work effort management (events, tasks, projects, requests, etc)
• content management (for product content, web sites, general content, blogging, forums, etc)
• a maturing Point Of Sales (POS) module using XUI as rich client interface

Accounting

• • help screens for Invoice, Payment and billing accounts
  • create sales tax entries on an invoice without an order.
  • FinAccount(Bank Account) section -
    1. Added a Deposit/Withdraw facility for user to deposit/withdraw payments in the Bank.
    2. Added deposit slip facility to the Bank Account so that user can make a logical group of Payments for bulk deposit/withdraw
    3. User can create a new Payment from here and can directly associate to the current Bank Account
    4. Add a facility to reconcile a Bank Account by creating a new GlReconciliation record and assign bank transaction to that reconciliation id.
    5. Fixed the issues in Reconciliation of Gl Account
    6. Modify FinAccountTransaction entity and added a new field - statusId to it.
  • GlReconciliation entity - statusId.
    • AP - Invoice - Purchase Invoice - User can issue CHECK payment for incoming invoices for given bank account id.
    • AP - Invoice - Commission Run - This will search for Outgoing invoices for which any commission have to be paid and create commission invoices for selected invoices.
    • AR - Payment - Batch Payment a new feature by which user can create a group of payments that can be used for reconciliation.
  • Reports
    1. Inventory Valuation,
    2. Income statements,
    3. Comparative Income Statement,
    4. Transaction Total,
    5. Gl Account Trail Balance,
    6. Monthly Trial Balance,
    7. Cost Center (New)
    8. For above reports also provide facility to different exports - PDF/CSV.
    9. Now Above reports are showing consolidated balance of its ROLLUP party.
  • Payment Gateway in OFBiz - The name of that Gateway is "Chase Orbital". Document for its use will be available soon.
  • Support of Authorize.net 3.1 and use the new Payment Gateway Config features.
  • Integration of RBS WorldPay Select Junior and support of new Payment Gateway Config features.
  • screens to see billing accounts and returns information under Fin. History tab in Party.
  • Manual Payment Gateway Transaction (manual transactions supported are : authorize, capture, credit, refund, release).
  • Support of CyberSource v5.0.2 and use the new Payment Gateway Config features.
  • Payment Gateway Configurations and use of it on Product Store Payment Settings.
  • PayPal is now using the new Payment Gateway Config.
  • PayflowPro is now using the new Payment Gateway Config and support API v4.31, v2 & v3 will be end of life from September 2009.
  • Payrol invoice/payment check. It is now possible to create a payrol invoice/payment and print the related itemized check
  • apply a payment on an invoice of another currency, removed the convertinvoice service.
  • timeentries on an invoice overview
  • CapturePaymentsByInvoice service doesn't return not optional parameter while processing multiple orders invoice
  • Updated Cybersource configuration and code; code changes are minor only changes for java 5 (unboxing and generics)
  • Save an Invoice as Invoice Template
  • setup multiple net days payment terms to agreements/orders/invoices (for example: "after 30 days pay the 50%, after 60 days pay the 40%, after 90 days pay the remaining 10%"); added screens to filter for invoices by due date of the payment terms (for example: "show past due date invoices").

AssetMaint

• • Conversion of bsh scripts to groovy
  • Asset Maintenance improvements
  • Fixed Asset Meter refactor

Business Intelligence

• • Moved the bi component from specialpurpose to the framework folder
  • component and framework for an integrated Business Intelligence application

CRM

• • Surveys
    • Implemented feature to allow to set default values for survey questions; response can be generated by setting values (via a map) in the wrapper before rendering
    • Implemented GEO and ENUMERATION types for Survey Questions; now ANY Geo Group or Enumeration Type can be listed as survey option lists
  • Implemented code to support pre-account email verification (verify email before account is created)

Ecommerce

• • First pass on updating the ecommerce style sheet
  • new profile and customer pages
  • one page checkout process feature

Fixed Asset Maintenance

• • Meter readings can be entered without creating a maintenance.
  • Automatic maintenance generation. If a product maintenance is based on meter readings, then maintenances will be created automatically when the meter reading crosses a threshold. If a product maintenance is based on time intervals, then maintenances will be created automatically when the time interval is passed.
  • party roles for maintenance worker, maintenance manager, and maintenance supplier (outside service).
  • Automatic assignment of parties to maintenance tasks.
  • Additional parties can be assigned to a maintenance task.

Framework

• • Label Manager in Webtools
  • solved all XSS issues
  • It's now possible lo login through CAS remotely
  • A tarpitting mechanism to protect pages from data thieves (with login/pwd on hand) has been introduced
  • BigDecimal completly replaced Double where relevant
  • Generics markup added to several Java classes.
  • Refactored FlexibleStringExpander - less memory used.
  • Copy usersettings from a template if not found for a certain user
  • Enhancements to the Autocompleter integration with form widget dropdown
  • Minilang's first-from-list operation now sets the field to null if the list is null or empty, previously the field was left unchanged

Catalog

• • Now Shipping Total adjustments can be applied using promotion. User can specify percentage discount on a specific shipping method. This may be used for free shipping if needed.

Content

• • Docbook documents and help screens now showing in the proper visual scheme.
  • Most if not all upload content screens now also allow to select existing content using the content navigator. This will enable the reuse of documents
  • The DocBooK document xml format http://www.docbook.org is now supported including the generation of an HTML version. This opens up the possibility to move all documents inside the ofbiz system and an integration with the help system. The internal documents can also be made visible without having to login. An example OFBiz document is available at the url: http://demo-trunk-ofbiz.apache.org/cmssite/cms/APACHE_OFBIZ_HTML/cmssite/cms/APACHE_OFBIZ_HTML
  • The Help system is improved by adding the pospossibility to have help files internal in the OFBiz system.

Ebay

• • Implemented new calls in eBay - GetOrders & GetMyeBaySelling. Now we are able to import single transaction as well as and order that contains multiple transaction to OFBiz. Order having multiple transaction will remain as it is in OFBiz.
  • Provided option to import order & transaction from Single screen.
  • Moved values for ebay configuration from property file to new entity EbayConfig. Provided the GUI support to update configuration values.
  • Also new entity introduced EbayShippingMethod to support custom shipping method from eBay. Also provided GUI support. Included demo data for reference.
  • Code refactoring in eBay and did cleanup in old eBay single transaction search screen. Encouraged use of Generics in Ebay code.
  • More then one Product export to eBay was not working so fixed that issue.

Ecommerce

• • When inventory is found or returned for a Discontinued Item then update ProductCategoryMember so that this item is shown in front-end store.
  • event "setUserLoginFromEmail" that set userloginId from an email address. If user edit email address then set it as a new userLoginId and
    disabled date to far in the future for existing userLoginId. This is a feature available on new profile page.
  • convenient Ajax one page checkout option with 4 sub-sections
  • Manage Addresses feature in Ecommerce.
  • One Page Checkout page process improvements and bug fixing
  • Fix shipping options not coming on IE7 along with misc. UI fix

Facility

• • Introduction to "Weight Package Only" screen for the verified orders from Verify Pick process with support of UPS integration.
  • UPS integration enhancement for supporting shipping quote based on dimensions as well.

Framework

• • The selenium tests can now be run from the webtools application. An example is provided there.
  • Upgraded the seleniumXml sytem.
  • Selenium test tools to enable user interface testing both on-line and in batch.
  • With addition of JSONServiceMultiEventHandler multi forms can now invoke services via Ajax calls.
  • Security : security against XRSF has been enforced.
  • Support for the Unified Expression Language added to the framework.
  • CrossSubdomainSessionValve for Tomcat, allows a session cookie to be shared across multiple subdomains
  • Visual theme improvements.
  • Disabling the session valve for now, for some reason the browser stops storing the session cookie when domian=.localhost.
  • Some cleanup on artifacts on all components.
  • Allow to define NOT NULL Fields in database from Entities declarations. Useful when for instance setting/handling the DB from outside of OFBiz.
  • It's now possible to retrieve password directly from login screen
  • Temporal expression recurring event framework.
  • Temporal Expression UI artifacts.
  • Visual Themes framework.
  • Set the autoLoginCookie's domain to what is specified in url.properties.
  • Fixed the DateRange class so it will work properly when java.sql.Timestamp is used in its constructor.
  • Implemented new integration with the Apache DBCP connection pool that is now the default connection pool manager in OFBiz (the old Minerva connection pool has been disabled by default)

Google Base

• • generated XML string support namespace specific tags.
  • Sample data for Google Base so anybody can use it in their custom projects.

GoogleCheckout

• • Broken code is fixed in OFBiz trunk to send the cart details to Google Checkout area.
  • Sending cart info using Java API is introduced. Then saving Order is done based on the Order Notification is comming from Google Checkout server.
  • Other things are Introduced new entities to provide the configurable option for user on the GUI.
  • Couple of things are handled from Order Notification api like update order info which includes cancel order, charge order.
  • Introduced the concept to send Flat Rate Ship estimate to google and very soon we should introduced Merchant calculated Option for sending Ship estimate.
  • Provided link on the Ecommerce facing so that end user knows that this feature exists in OFBiz.

Human Resources

• • Training management.

Inventory

• • screen to search (by product, date, type etc...) and display the inventory movements (inventory item details) with information about shipments, sales/purchase orders, returns, manufacturing orders, physical manual variances; there are three views of the movements: by inventory item, by product or by date.
  • export warehouse inventory report in CSV format

LDAP

• • This new special purpose component add LDAP functionalities to OFBiz

Manufacturing

• • status for non serialized items to the production run issuance routine
  • lot id in production runs

Marketing

• • two new reports in Marketing component. These reports are related to emails sent, bounced and opened, subscriptions and canceled for given time period.

Mypage

• • email templates

MyPage, ProjectManager

• • This component shows all information for a specific user such as personal email, project tasks assigned, timesheet and company events such as holidays, When a person has acces he can also edit the email of other users such as company email send to info@example.com
  • It is now possible to create a customer request from an incoming email
  • Creation of a project task from a customer request
  • Allow the customer to login to the backend system in mypage using OFBiz security system and showing the status of the customer requests.
  • Customer can now add new requests and update the priority of exiting requests.
  • Customer can also see and download his own invoices in his currency in pdf format
  • Many enhancements in receiving email into the system.
  • Last but not least: create an invoice from all hours reported per timesheet on not yet invoiced project tasks"

MyPortal / PartyMgr

• • System notes. It is now possible to notify the logged on user of any events which are important to him such as incoming email or tasks assigned to him.
    The last three messages are shown in the flat-grey scheme in the header. They are also shown in the mypage 'main' portal page. Can easily be extended to other system events.
    Using the firefox "update scanner' plugin at http://updatescanner.mozdev.org/en/index.html a user can be notified of new events even if you is not logged in if this plugin will interrogate the url: https://localhost:8443/myportal/control/showPortlet?portalPortletId=SystemInfoNotes&USERNAME=admin&PASSWORD=ofbiz (adapt to your system) regularly
  • System status. Also on the main portal page is a portlet of items which are 'open'. Examples are tasks which are assigned but not finished or incoming email which has not been dealt with. Also this can be extended to areas interested for the particular logged in user.
  • day/week/month calendar. On the myportal main page is now a calendar where private or public events can be posted within the same portlet. Projectmanager tasks will also appear on this calendar
  • A built in web email client has been completed for the receiving and sending of email. Further it is possible to edit other parties email if the relationship in the partyRelationShip entity is recorded. Emails can be converted into customer requests and assigned to tasks in a project and assigned to a project member all on one screen.
  • The component is completed now, see http://docs.ofbiz.org/display/OFBENDUSER/My+Portal?decorator=printable

Operating environment

• • An effort to package to Debian is currently in progress and well advanced

Order

• • UPS integration support for sending Shipment Return Label email to customer. This option will be available on order detail screen and as well on return screen when order is in COMPLETED status and return is in ACCEPTED status respectively.
  • getting online shipping charges from UPS if an order is in approved status with associated shipment in PICKED status and it has been hold due to an overage in the shipping charges from Weight Package only screen.
  • After a return for refund, exchange order can be created against original order.
  • return type "Replace Immediately". This could be used with returns for which items are not expected to be returned and even item(s) cost less then the shipping charges.
  • filters on find order page. This filter is about finding orders ship to a country. This work along with the option "Include Only" and "Do Not Include". With the former option system will display only orders that are ship to the selected country and with latter it will display only order that are not shipped to the selected country.
  • feature to show/hide out of stock products on site. This new implementation is configurable through a new field showOutOfStockProducts (by default equal to Y) on ProductStore.
  • option to add a new shipping address from Order detail page.
  • generate pick sheet PDF for an order from Order Detail Page.
  • search filters on find order page. They are shipping method, order viewed and PaymentGatewayResponse - gatewayAvsResult, gatewayScoreResult.
  • feature to mark order as viewed.
  • Introduced new return type "Wait Replacement Reserved" for returns of order, with this when return is accepted immediately create replacement order, in the "Held" status and when original item return is received HELD replacement order(s) auto-set the status to APPROVED to clear them for fulfillment.
  • while placing purchase order, orderId can be supplied explicitly. If not supplied then it will be created automatically.
  • "cancelBackOrderDate", like others for OrderItem(purchase order). Field is shown in order detail page and on Purchase order PDF if exists;  Also added scheduled service (midnight daily) which searches for purchase orders with Cancel Back Order Date and cancels order if the date is in past.
  • add more than one product at a time to purchase order in order detail page with single add form.
  • purchase order
  • sales tax calculation
  • Configurable products with Virtual product options
  • returns of purchase orders to suppliers
  • Store Order Items

Party

• • Geolocation added with demo data for parties, facilities, container (not much used in OFBiz yet) and fixed assets
  • Show party status and externalId on partyscreens, and popups only show parties which have the status party_enabled
  • Some improvements to the financial history screen.
  • Fix an issue with Upload CSV in "Address Match Map" Party menu (importAddressMatchMapCsv).
  • Enhanced the communication event screens and created specific forms for emails and internal notes.
  • Created the possibility to create Customer requests from incoming emails which allows the import into the project manager component where request can be converted into project tasks.
  • When emails come into the system and the email is not known, a form is added which allos the quick creation of new parties. Also has a mass delete button to delete incoming spam.
  • Make viewing own tasks possible in profile
  • Introduction of a sheduled job which is executed every 5 minutes and which send entered emails. This job also allows to send emails in the future
  • Converted Party Manager->View Profile->Subscriptions screenlet to form widget

Payments with Credit Cards

• • Completed implementation for security codes (ccv2) for credit cards in the order component

POS

• • Client Profile screen (from Promo button in promo panel) allows you to search for all clients (all fields empty) or to focus on a client (at least one field filed) and edit his/her profile.
  • You may select a client then his/her card id will be used as a promo code. The idea is to generate promo codes and to use them as card id when creating physical cards.
  • A comment field for Paid In/Out.
  • virtual keyboards (alphanum and num) automatically accessed from fields needing them (usefull with touch screens, can be disabled with a property)
  • Actually the numeric keyboard makes more sense in Paid In and Out
  • Use resource in UtilProperties.getMessage in place of file name hardcoded

Product

• • screen with Facility Tab: "Verify Pick" to allow user to verify a pick.
  • Packing screen improved to use verified orders from Verify Pick screen by using existing shipment and invoice created from "Verify Pick"
  • Facility-->Picking User can select options for preparing a group on the basis of Shipping method, Warehouse area and Number of order items (one to two, three or more). So that group of Orders are created according to selected options.
  • In picking screen after grouping orders per selected factors by the user functionality for printing pick sheet of group of orders, which will show detailed information of each order like shipping method, and number of order items in each order.
  • migrating FacilityRole to FacilityParty
  • Misc small enhancements to the Product Catalog "Inventory" screen
  • Inventory Item look up
  • Converted the FindProductConfigItems screen to use a form widget
  • status for non serialized items to the production run issuance routine
  • Add possibility for entering comments for configurable product options. The comments are attached to production runs as notes
  • uploading additional Product Views (images)
  • Problems in virtual product's detail page if productFeatureTypeId contain non alfa characters
  • Create a hyperlink from the contentId on the productContent form

Projectmgr

• • Survey Implementation for testing scenarios of ecommerce application. Sample data preparation, services & UI is done. In next phase improvement will be done using Prototype library.
  • First new version of a html only ganntchart because the old dojo chart did not work in firefox3
  • Make selection on email address more accurate and show completion button on mytask list
  • Re-generate an invoice from project
  • Timeregistration now possible with different rates
  • Template function created to enable the creation of new project from templates
  • Project copy function added.
  • GanttChart now available for phases and tasks.
  • resource manager, resource assignment to project and tasks.
  • Timesheet for one week for easy entry.
  • Project and phases information now show planned and actual data from the lower levels
  • demo data to be loaded with ant run-install

Promotions

• • Implemented validity dates for the ProductPromoCode entity: it is now possible to specify the validity period for a promotional code
  • Enhanced support for manual promotions (i.e. promotions that are associated to a store but are applied only if the order entry clerk explicitly selects them)

• SFA (Sales Force Application)
  • added the linking between companies and contact according the party manager principle.
  • add the function to assign an existing lead to a sales person.
  • pages for adding leads
  • sales opportunities

Setup

• • With this component you can start with a system only containing seed data. Then create an admin user and setup the system with this webapp, entering minimal information for the company, productstore, catalog, category and a first product. Enter also the first customer and you can create your first sales order entry, even the glaccounts will be loaded from a external file and the invoice will be properly generated. This can be done in less then 5 minutes.
  • To start of an empty system was never that easy. See the official ofbiz document for more info.

Translation

• • Now supports Hindi translation for Accounting, Common, Party components.
  • A Chinese translation was added to all components.

User Interface

• • smoothfeather theme, still some issues to fix but very promising. BTW this style is also used for the main site and documentation
  • You can now change the language used an stay on the page you where. This is working both in backend and eCommerce. It uses a new feature which allows to stay on a page (view-last) or/and to store a page to come back to it after (save-last-view)
  • Most of harcoded labels have been internationalized
  • More online help accessible (in accounting for instance)
  • Thanks to the Labels Manager (WebTools) the French translation is now complete. It will be checked and updated monthly
  • You can now define a Visual Theme for the eCommerce (see in Product/Store)
  • Nearly complete labels l10n cleaning done
  • "blue-light" theme with drop-down menus
  • Beginning of amendments in Internationalisation area using specific tools (duplicates removed, sorting of labels by languages, etc.)
  • Complete French translation of Human Res, all Special Purpose and Webtools components (we are near a complete French translation, but still some months of work I guess...)
  • Complete French translation of Manufacturing component
  • A Dashboard system based on portlets has been introduced in the framework and is now available in the Example application
  • grouping fields in OFBiz Widgets has been introduced and used in Store main and "Shipping Estimates" pages
  • Better French translations
  • Better Italian translations
  • Column sort feature for List and Multi forms
  • Field-groups can now be collapsible and a field-group title can be shown
  • Italian label translation for ecommerce
  • Selectable Visual Themes can now be installed into OFBiz hot-deploy folder. Backoffice users can select their favourite Visual Theme.
  • The page header is now collapsible so that more screen space is available.
    • Complete French translation of Facility, Project, Party and Asset Maint modules
  • German translations for ordermgr module
  • Better French translation.
  • Additional german translations for framework
    • OFBiz now completly translated into the Thai Language.
    • Complete French translation of the eCommerce module
  • Enhanced support for RTL (Right-To-Left) languages

Web Pos

• • Special purpose component for a pos web based application.
  • Changed some services to support BigDecimal
  • Add a new "terminalName" on PosTerminal entity and then show it on web pos login

Work Effort

• • iCalendar support. OFBiz can be used as an iCalendar server - enabling users to share calendar information using their iCalendar-aware client (Mozilla Sunbird, Apple iCal, Microsoft Outlook, Windows Vista Calendar, cell phone, PDA). Users can publish department calendars, project calendars, company vacation calendars, etc. They can check on the availability of a conference room, or find out when service is due on a fixed asset - right from their calendar client.
  • iCalendar support added to the Work Effort application. Work efforts can be "published" in iCalendar format.
  • availability (transparency) to party and fixed asset assignments
  • Temporal Expression support to Work Effort. Recurring work efforts appear in the calendar.