ERP modules list: ERP software Scope
details for manufacturing business:
List of ERP modules.
Click on
buttons appearing on the right hand side navigation bar to learn desired module
pertaining to ERP.8
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The following are some key business processes
(or procedures) which can be managed using ERP software. In ERP parlance,
they are referred as ERP modules. Some of these, or all of these, modules
may be applicable in your organization, depending on the business
requirements. MIS (Management Information System) reports are shown for
each module. The ERP user gets a set of pre-mapped best business practice
solutions for their particular industry. We have successfully deployed the
following modules and procedures at various manufacturing companies. This is
a general list of major input and output.
1.
Security Module
1.1.
Masters:
1.1.1.
User
Manager.
1.1.2.
User
group master.
1.2.
ERP
features:
ERP is multi
user, multi tasking ERP software. Multi-level security based on User Group
and User Level.
1.3.
Create Login id and
password for each user.
1.4.
Assign permissions.
Map each user with menu / submenu.
1.5.
Restricting user
access with login and password.
1.6.
Role based access &
password.
1.7.
Audit trail: ERP
ensures accountability of users. Work done by individual users can be
easily tracked because all transactions capture the users name
automatically.
1.8.
Automatic Audit Trail
helps top management to know who has updated Masters or transaction and
when.
1.9.
Each menu and submenu
can be locked (allow / deny) including MIS (Management Information System)
reports to individual user in a very user friendly screen with tree
structure and check box facility.
2.
Accounts Module –
General Ledger Accounts
2.1.
Masters:
2.1.1.
Account Group Master.
2.1.2.
Subgroup Master.
2.1.3.
General Ledger
Account Head Master with Tax, Bank, Cash bifurcation.
2.1.4.
Detail Account
Master.
2.1.5.
Narration Master.
2.1.6.
TDS (Tax Deducted at
Source) and % fields in the supplier / address (TP) masters. Automatic
posting in GL. ERP will create a JV automatically.
2.2.
Transactions:
2.2.1.
Cash receipt voucher.
2.2.2.
Bank receipt voucher.
2.2.3.
Cash payment voucher.
2.2.4.
Bank payment voucher.
2.2.5.
Service-tax payment
(for excise link).
2.2.6.
Journal Voucher.
2.2.7.
Contra-entry voucher.
2.2.8.
Credit Note.
2.2.9.
Debit Note.
2.2.10.
Expense PO (for
service provider, optional).
2.2.11.
Expense voucher (for
service provider bill booking).
2.2.12.
Adjust unlink receipt
with open sales invoice.
2.2.13.
Adjust unlink payment
with open GRN (Purchase bill / expense bill).
2.2.14.
Closing balance for
master data (debtor, creditor, and GL accounts).
2.2.15.
Rate of depreciation
(as per company act).
2.2.16.
Rate of depreciation
(as per I-Tax act).
2.2.17.
Asset installations
slip.
2.2.18.
Asset sale
transaction. (For asset register and deprecation register).
2.3.
Key MIS reports:
2.3.1.
Trial Balance.
Option of various kinds of formatting, such as - GL wise Tr. Balance.
Sub-group wise Tr. Balance. Group and GL wise Tr. Balance. Group and
sub-group wise Tr. Balance. (Option of T- format = only closing balance).
2.3.2.
Sub-ledger trial
balance. (Supplier / customer).
2.3.3.
Consolidated reports
of multiple locations for one company in Accounts Module. E.g. ERP gives
factory wise or branch wise plus consolidated for the head office.
2.3.4.
Cash Book.
2.3.5.
Bank Book (supports
multiple banks) with receipts, payments & contra filters.
2.3.6.
Expense voucher
register.
2.3.7.
Journal Voucher
register.
2.3.8.
General Ledger.
(Account head wise or all accounts with details under General Ledger).
Filter available for amounts < than, > than and =.
2.3.9.
Credit note register.
2.3.10.
Debit note register.
2.3.11.
Contra-entry
register.
2.3.12.
Fixed Asset register.
2.3.13.
Depreciation schedule
(as per company act).
2.3.14.
Depreciation schedule
(as per Income Tax act).
2.3.15.
Profit & Loss
account. (GL wise and sub-group wise). For multi-location user can make
consolidated P & L report.
2.3.16.
Balance Sheet. (GL
wise and sub-group wise).
2.3.17.
Bank reconciliation
statement.
Exceptional MIS Reports
Dash Board:
This will give at a glance the highlights of certain figures to the top
management viz. purchase, sales, money receivable, money payable, bank
balance, etc.
2.4.
ERP features:
2.4.1.
Automatic posting in
respective G. L., from goods inward and sales invoice, etc.
2.4.2.
TDS procedure takes
care of automatic TDS posting.
2.4.3.
Service tax procedure
takes care of automatic posting in related excise ledger.
2.4.4.
Help of Standard
Narration master saves time to enter voucher.
2.4.5.
All reports with
drill down facility down to transaction level.
3.
VAT / Sales Tax
Module
Key MIS reports:
3.1.
ERP takes care of all
VAT (Value Added Tax) / CST (Central Sales Tax) related procedures and the
same is linked with other relevant modules. The same is customized as per
the rules applicable.
Capturing from various
transactions taxes details such as Sales Invoice, GRN (Goods Receipt Note),
Sales RGN (Sales Return Goods Note, GIN (Goods Inward Note material from
subcontractor etc.
3.2.
Capturing VAT / CST /
Service tax components in
3.2.1.
PO, GRN, JO, GIN,
Exp, PO, Exp. Voucher, etc. Can default from item master.
3.3.
Sales Tax – VAT & CST
statements
3.4.
Link to the GL
(General Ledger Accounts).
3.5.
Store CST number /
TIN number etc. on the masters. In Invoice, ask for TIN number of consignee
and display on invoice.
3.6.
C Form tracking –
Sales
3.7.
C Form tracking –
Purchase
4.
Excise Module
4.1.
Masters:
4.1.1.
Opening Balance Entry
(For PLA, CENVAT – ‘Input’ & Capital and Service Tax).
4.1.2.
Excise Tariff Heading
Master.
4.2.
Transactions
4.2.1.
Excise Debit Entry
with GL postings.
4.2.2.
GAR 7 for CenVAT.
4.2.3.
GAR 7 for Service
Tax.
4.2.4.
Form ARE 1 for Export
items
4.3.
Key MIS reports:
4.3.1.
ER 1
register.
4.3.2.
DSA
Register.
4.3.3.
CenVAT
Credit Register (INPUT).
4.3.4.
CenVAT
Credit Register (CAPITAL Goods).
4.3.5.
Service Tax Credit
Register.
4.3.6.
PLA
Register.
4.3.7.
Excise Tariff wise
sales report.
4.3.8.
Rule 4 (5) (A) CenVAT
credit. (57 F 4 Register).
4.3.9.
Sales rejections
register.
4.3.10.
Purchase rejection
register.
4.4.
ERP features:
4.4.1.
Company Excise
details – Excise registration code number, range, division.
4.4.2.
Account master
integration – under duties & taxes in GL account.
4.4.3.
Capture excise duty,
Edu. Cess, SH Cess in excise related purchase and sales transactions
4.4.4.
Debit entry from PLA
& Input, ‘Capital & Service Tax (single entry)
4.4.5.
Form ARE 1 for
(Export) items
4.4.6.
ERP features Excise
module is tightly integrated with other modules such as purchase, sales,
accounts, etc. . The service tax is availed at the time of payment
automatically. All relevant details captured at the time of creating the
sales invoice automatically such as Excise duty, Cess, Excise Tariff
heading. Prepare Annexure VI – subsidiary Challan (for sending goods) is
automated if applicable. In case materials on which excise duty is
applicable, and if it is sent to sub-contractor ERP prepares the required 57
F4 challan automatically.
4.4.7.
Capturing Service Tax
at the time of bank / cash payment of advance and after the bill is
received. .
Material Management (MM)
Module
This includes the following
business processes
·
Inventory Management
Business process
·
Purchase Business
process (Local procurement within India)
·
MRP (Material
Requirement Planning) with drill down to last child level
·
Import Purchase
Business process
5.
Inventory Management
Business process
5.1.
Masters:
5.1.1.
Unit-of-Measurement (UOM)
Master.
5.1.2.
Category Master /
Subcategory Master / Sub-group master.
5.1.3.
Item Master.
5.1.3.1.
Raw Material (Bought
out) Item Master and list.
5.1.3.2.
Packing Material Item
Master and list.
5.1.3.3.
Factory Made (SFG or
Semi-Finished) Material Item Master and list for WIP inventory.
5.1.3.4.
Finished Goods Item
Master and list.
5.1.4.
Main Location Master
– (sub-contractor location).
5.1.5.
Sub-location master
(stores, shop floor) and subcontractor location.
5.2.
Transactions:
5.2.1.
GRN or Goods Receipt
Note. Linked to Stores as well as creditor accounts. .
5.2.2.
Stock transfer
challan. For transferring material from one location to another location.
5.2.3.
Stock Transfer
Challan - material issued to shop floor link to the Work Order as per BOM.
(Optional).
5.2.4.
Material Issue Note (MIN) to consume / material from a ‘given’ location.
5.2.5.
Stock Adjustment
(SAN) to increase or reduce stock from a given location. This transaction
is useful to get match physical inventory with stock reports.
5.2.6.
Physical stock slip to enter actual stock in a given location.
5.2.7.
Closing
balance master entry (as of cut-off date, one time entry).
5.2.8.
Conversion process Purchase return for
non-excisable goods or Return to Supplier. RTV. This is linked with
the material received and accounts entries are automatically generated by
ERP. This will debit the supplier in supplier ledger. Or User may create
Tax Invoice (sales -for excisable goods)
5.3.
Key MIS reports:
5.3.1.
List of
category, sub-category, and sub-group.
5.3.2.
GRN register (list)
of items under “inward inspection".
5.3.3.
Stock Transfer
Challan register (STC) - Filter provided for ‘normal’ STC and STC with Work
Order.
5.3.4.
MIN (Material issue
note) register. (Location wise).
5.3.5.
SAN (Stock adjustment
note) register. (Location wise).
5.3.6.
Stock Statement for
all types of material as well as WIP, a given period.
5.3.6.1.
With quantity
(location wise and category wise filters).
5.3.6.2.
With quantity and
Rate (location wise and category wise filters).
5.3.7.
Item Ledger (location
wise)
5.3.7.1.
With quantity
(location wise and category wise filters).
5.3.7.2.
With quantity and
Rate (location wise and category wise filters).
5.3.7.3.
Item ledger summary
gives the stock of material at all locations – Drill down to ledger for any
given location.
5.3.8.
Physical stock and system stock (book stock) variance report.
5.3.9.
Stock Valuation
report. (With option to generate WAR – weighted average rate).
5.3.10.
RTV Register (Return
to supplier – non-excisable items).
5.3.11.
Item List. (With
option to select any or all fields from item master).
5.4.
ERP features:
5.4.1.
Various cost rate
stored on Item master if required, such as Weighted Average Rate, last pure
purchase rate, etc.
5.4.2.
Conversion Factor
(relation between Purchase UOM and Issue UOM). Payment UOM and Payment
conversion factor.
5.4.3.
Optional Online link
with picture of an item (.JPEG file).
5.4.4.
Optional hyperlink
with an AutoCAD drawing.
5.4.5.
ISO 9000 Facility to
keep material in HOLD location – i.e. item under inspection, QC person can
login and enter Accepted / Rejected Quantity to transfer material to
Stores. Separate ledger shows item in Hold, Stores and Rejection location.
5.4.6.
Lot number / Batch
number / Serial number / heat number tracking of inventory. (Optional).
5.4.7.
For
FMCG products user can store Inner Box / Outer Box data for shipping, or
volume / weight of the box on item master. (Optional).
5.4.8.
Automatic calculation of landed-cost of item received and updating the same
on master for valuation purpose.
5.4.9.
Just-in-time (JIT) inventory management by linking the MRP (material
requirement planning) module and inventory module.
5.4.10.
Pending list of
returnable items - RTV (return to Supplier with auto debit feature).
5.4.11.
Item wise
consumption.
5.4.12.
Branch wise /
Location wise / Plant wise / wise Stock status.
5.4.13.
Expiry / Near Expiry
inventory for perishable goods. (Optional).
5.4.14.
Calling
a given item by different name (alias) because different customers call with
different name. (Optional).
5.4.15.
Excess
material received can be accepted (Percentage tolerance given in
sub-category master).
5.4.16.
Serial
No. applicable flag in Item Master
5.4.17.
PFD
(Process Flow Diagram) selection in Item Master.
6.
Purchase &
Pre-purchase Module
6.1.
Masters:
6.1.1.
Supplier Master
(Supplier List).
6.1.2.
Supplier Type Master.
6.2.
Transactions:
6.2.1.
Purchase Requisition (Linked further to
Purchase enquiry).
6.2.2.
Purchase enquiry.
6.2.3.
Purchase quotation.
6.2.4.
Preparing Purchase
Order. This can be saved as .PDF file and email to Supplier.
6.3.
Key MIS reports
6.3.1.
Purchase requisition
Register.
6.3.2.
Purchase Order
Register.
6.3.3.
Purchase Order status
Register with optional alert flag – when delivery period elapsed, P.O. being
highlighted.
6.3.4.
Creditor Ledger.
6.3.5.
Supplier master list.
6.3.6.
Supplier Performance
Rating / Supplier Rating based on quality, delivery
6.3.7.
Warning letter
generation based on poor performance/service.
6.4.
ERP features
6.4.1.
Auto transfer of
Rejected Quantities to rejection stores location.
6.4.2.
Link to payment
voucher with required validation to the GRN (Goods Receipt Note).
6.4.3.
Item specification
document as per ISO 9000 requirements can be linked to PO (.pdf) file;
Drawing number, etc. can be shown automatically.
6.4.4.
Capturing of Excise,
Cess and S & H Education Cess information
6.4.5.
Item 'accept /
reject' quantity to be put by a separate password - by QC person.
6.4.6.
Purchase
officer can make PO based on Material Requirement Planning report, or based
on ROL based report.
6.4.7.
Purchase Indent
‘Automatic’ alert to Purchase Department.
6.4.8.
Purchase Order
‘short-closed’ facility.
6.4.9.
Purchase Order
Revision Provision. (Amendment).
6.4.10.
Purchase Order Expiry
Provision (Option).
6.4.11.
Make Similar Purchase
Order.
6.4.12.
One Purchase Order –
Multiple GRNs.
7.
MRP - Material
Requirement Planning Module / Supply Chain Management (SCM)
This module is applicable
for the Finished Goods (products), where the first level child item is
shown.
7.1.
Transactions:
7.1.1.
Sales Order (Export
or Domestic) or Projection based input.
7.1.2.
Sales Schedule – from
date and to date and quantity given by customer
7.2.
Key MIS reports:
7.2.1.
Material Requirement
Plan - MRP based on production indent and link to BOM to get raw material
required (bought out items) based on stock in hand and buffer stock.
7.2.2.
ROL based Material
Requirement report (items below Re-Order Level)
7.3.
ERP features:
7.3.1.
Pre-requisite:
Customer Master. Item Master. Customer Master. BOM Master
7.3.2.
Purchase Requisition
(purchase indent) can be prepared based on the MRP report – shortage
quantity MIS.
7.3.3.
MRP based on the
ReOrder Level (ROL).
7.3.4.
MRP considering stock
in hand.
7.3.5.
Automatic calculation
of ROL depending upon consumption.
8.
Import Purchase
Module
8.1.
Masters:
8.1.1.
Foreign supplier
Master (Supplier List).
8.1.2.
Foreign supplier type
Master.
8.2.
Transaction:
8.2.1.
Import purchase Order
for foreign supplier (in foreign currency).
8.2.2.
Import GRN (Goods
Receipt Note) when material is received from foreign supplier (in foreign
currency).
8.3.
Key MIS reports:
8.3.1.
Import Purchase order register
8.3.2.
Import GRN register – supplier
wise information
8.3.2.1.
Import GRN register – item wise
information.
8.4.
ERP features:
8.4.1.
Capturing custom duty, CVD, Edu.
Cess, etc, and other relevant information in ERP.
8.4.2.
Indian Rupees and Foreign
currency exchange rate stored at the time of importing.
9.
Job working IN module
– Customer’s material received for processing
Subcontractor IN or job-working for customer. Customer gives material.
After
processing (say, machining) the same is returned back to customer.
9.1.
Masters:
9.1.1.
Sub-location master
for customer’s material location (separate stores).
9.1.2.
Customer master.
9.2.
Transaction:
9.2.1.
Material
Inward Challan. To
capture information about when and what quantity material was received.
9.2.2.
Annexure VI Challan
(subsidiary Challan)
9.2.3.
Labor charges only
sales invoice (cum Challan)
9.3.
Feature
9.3.1.
Linking customer’s
material (inward Challan quantity) with sales invoice quantity
9.3.2.
Zero value invoice
(defective material returned as it is)
9.3.3.
Capturing heat code /
lot number / serial number etc.
10.
ISO 9000 – Quality
check
10.1.
Quality check for
inbound material. The Goods received with respect to purchase order are
kept in a 'HOLD' location or location for material under inspection. The
stores will enter challan quantity and received quantity. The QC inspector
will reopen the GRN with his / her password and enter the accepted quantity.
10.2.
Quality check for
outbound material / Finished Products. At the time of shipping, QC check
and relevant certificate can be fetched as standard word document file.
10.3.
Throughout the
process production manufacturing process, the output (production) of each
stage is captured and can be issued to next stage after the QC pass
procedure. The quality supervisor has to verify the produced quantity at
each stage until the packing stage, and record the entries in ERP. Rejected
material can be monitored location wise.
11.
BOM – Bill of
Materials Module
Prerequisite: Item
master. (Inventory module).
11.1.
Masters
11.1.1.
Bill of Materials
Master - using user friendly GUI interface (drag-and-drop).
11.2.
Key MIS reports
11.2.1.
BOM Master Printout
category wise / subcategory wise.
11.2.2.
List of Finished
Goods item for selected F.G. item.
11.3.
ERP features
11.3.1.
Save the BOM
instantly in MS Excel format showing Father / child relation up to N level.
11.3.2.
BOM Master is used
for
11.3.2.1.
Production Module
Work order is linked to BOM master. Material consumption in own shop floor
and Sub-contractor - during production is linked to BOM.
11.3.2.2.
Costing / Estimation
- Product cost estimation is linked to BOM master.
11.3.2.3.
Material Requirement
Planning to compute the shortage quantity the BOM is exploded automatically.
11.3.3.
Automatic tracking of
changes in BOM (engineering changes) with auto Revision Number and revision
date.
11.3.4.
Add similar BOM
feature allows creating a BOM from existing BOM of a similar product and
then saving after minor changes as new BOM – tremendous time saving feature
for large BOM.
12.
Cost Sheet Module –
preparing estimate
12.1.
Masters
12.1.1.
Overhead Master.
12.1.2.
Export / Domestic
Expense Master.
12.1.3.
County / currency
master.
12.2.
Transactions
12.2.1.
Enquiry (optional
link).
12.2.2.
Cost sheet for the
product. Raw Material / Packing Material costing / Labour Material.
12.2.3.
Quotation (optional
link).
12.3.
Key MIS reports
12.3.1.
Cost sheet Register.
12.4.
ERP features
12.4.1.
Costing to arrive at
the ex-factory price (can be based on BOM).
12.4.2.
Preparing estimate in
multiple currency (US $, Euro, etc.).
12.4.3.
Option of saving of
costing / quotation suggested price with markup instantly in MS Excel
Sheets.
13.
PPC – Production
Planning & Control Module
For process production.
Not applicable for assembly kind of production.
13.1
Masters
13.1.1 Process Flow
Diagram (PFD) master
13.1.3
Production planning
as per PFD selected in item master
13.1.3 Stage-wise
inspection.
13.1.3 Serial number
generation in last (Production) entry [For tracking each product
manufactured].
13.1.
Key MIS reports:
13.1.1.
Make work order -
link with BOM and sales order (ORI).
13.2.
ERP features:
13.2.1.
BOM Master One father
item and one child item are considered in process production.
However, the raw material undergoes many processes, such as cutting,
bending, etc. [unlike assembly BOM, where there are many child items and
one father item]
13.2.2.
Work order is
prepared first that is linked to the sales order (or sales schedules). User
can plan the production that is linked to the work order (job card). Work
order is a pre-requisite to PPC, for process-production.
13.2.3.
PPC links the
production plan for machines (from machine master).
13.2.4.
PPC links the
production plan for process (from process master, such as drilling, plating,
cutting, etc.).
13.3.
Production
plan further links (next procedure) with the actual production entry.
14.
Production Module
ERP
captures both kinds of manufacturing – ‘Process production’ as well as
‘Assembly production’. Some of the following may be applicable or not will
depend on kind of manufacturing process.
14.1.
Masters
14.1.1.
Shift Master
14.1.2.
Machine Master
14.1.3.
Operator Master
14.1.4.
Process Master
14.2.
Transactions
14.2.1.
Production Slip.
(Production without link to BOM)
14.2.2.
Work Order
14.2.3.
Production Entry
14.3.
Key MIS reports
14.3.1.
Production issue and
production slip register.
14.3.2.
Work Order Register.
14.3.2.1.
Work Order status –
open, close and terminated or all with ORI / User filter. Users filter to
capture Work Order prepared by each User.
14.3.2.2.
Work Order type –
In-house or sub-contractor or all.
14.3.2.3.
Work Order Register
with ORI Filter. To select sales order for a given work order.
14.3.3.
Production Register
with shift-wise, machine-wise/operator-wise filter.
14.4.
ERP features
14.4.1.
Pre-requisite: Item
Master, Customer Master.
14.4.2.
Captures scrap
generated during production – end piece, etc.
14.4.3.
Production Indent
integrated with inventory and Finished Goods produced.
14.4.4.
Production QC.
Order Fulfillment Module
1.
CRM – Customer
Relationship Management
2.
Sales Module.
15.
CRM Module (Customer
relationship management) and pre-sales module.
15.1.
Masters
15.1.1.
Marketing Master –
Commercial terms.
15.2.
Transactions
15.2.1.
Sales Enquiry.
15.2.2.
Sales Quotation (as
per ISO format).
15.2.3.
Internal Order
Acceptance (Internal ORI).
15.2.4.
Order Acceptance or
OA or Sales Order, (Customer Purchase Order link). Order Receipt
Information (ORI). [With Sales Schedule -Optional]
15.2.5.
Proforma invoice
(optional).
15.2.6.
ORI status entry by
Marketing/Production/Dispatch Department
15.2.7.
Quotation
15.3.
Key MIS reports
15.3.1.
Enquiry Register.
Automatic report of enquiries for which quotation not given.
15.3.2.
Quotation Register.
Automatic report of quotation for which order not received.
15.3.2.1.
Automatic Pending
Quotations Report (Quotation given but order not received).
15.3.3.
Order Acceptance
(Sales Order) Register. ORI register – (i) All; (ii) Open; (iii) Used; (iv)
Amended; (v) Booked; and ((vi) Terminated.
15.3.3.1.
Automatic Pending
Orders Report (order received but not dispatched).
15.3.4.
Proforma invoice
register.
15.3.5.
Customer rating based
on share of business, payment promptness.
15.4.
ERP features
15.4.1.1.
State wise ‘Road
permit’ info. (Master).
15.4.2.
Sales Officer wise
Order booking.
15.4.3.
Multiple contact
names for one customer can be stored with their individual email id and cell
number. This helps in follow-up with the right person.
15.4.4.
Sales schedule
linking (optional).
16.
Sales Module.
(Shipping).
F. G. inventory
(dispatch) and sales accounting.
16.1.
Masters
16.1.1.
Customer Type Master.
16.1.2.
Customer Master.
16.1.3.
Enquiry type master.
16.1.4.
Delivery mode master.
16.1.5.
Sales coordinator
master.
16.1.6.
Officer Master
(engineer or staff name can be attached to customer.
16.2.
Transactions
16.2.1.
Commercial Invoice
16.2.2.
Sales Invoice.
Preparing Challan cum Sales Invoice (CCI)
16.2.2.1.
Tax Invoice
(Domestic). Link to Order Receipt Information (ORI)/Internal ORI
(Projection ORI for stocking)
16.2.2.2.
Scrape sales Invoice.
16.2.2.3.
Trading Invoice.
(Optional)
16.2.2.4.
Invoice with zero
sales value (free samples). Complementary.
16.2.2.5.
Purchase return
invoice. (For excisable material returned to supplier).
16.2.3.
Sales Return
transaction. Goods returned from Customer.
16.2.4.
Automatic Inspection
Report (QC) for finished goods along with sales invoices (ISO 9000).
16.2.5.
Replacement Challan
non-excisable (linked to sales and RGN).
16.2.6.
Stock Transfer
Invoice. (To transfer material to own stock locations, such as branch,
franchises, etc.).
16.2.7.
‘Repairing Invoice’
(Sales bill towards repair service charges).
16.2.8.
Packing Slip
16.3.
Key MIS reports
16.3.1.
Invoice register –
Customer details.
16.3.1.1.
Invoice register –
Product (item) details.
16.3.2.
RGN (Return Goods
Note) register.
16.3.3.
Transfer Invoice
register (Optional).
16.3.4.
Trading Invoice
register (optional).
16.3.5.
Ledger. (Debtor
Ledger).
16.3.5.1.
Customer ledger.
16.3.5.2.
Age wise outstanding
report
16.3.5.3.
Age wise overdue
report
16.3.6.
Product wise invoice
list.
16.3.7.
Customer Master
List. User can select fields to prepare excel file, e.g. to prepare phone
book, select customer name, phone number, email id.
16.3.8.
‘Repairing Invoice’
Register.
16.3.9.
Price List – with
filter to select a given category or subcategory.
16.4.
ERP features
16.4.1.
Multiple Delivery
sales schedule (Sales Order) Report.
16.4.1.1.
Sales invoice link to
sales schedule (for OEM).
16.4.2.
Replacement
management – linked with inventory and sales accounting.
16.4.3.
Sales Returned Goods
Note (RGN) for item received back, link to sales account and excise.
16.4.4.
Sales Invoice Link
with sales order (ORI) to ensure accurate and fast billing preparation.
16.4.5.
Automatic posting to
Customer Account, Excise Books, VAT / Sales Tax, and Inventory.
16.4.6.
Information about the
Contact details such as multiple contact person names, telephone numbers,
email id, etc., for Customer.
16.4.7.
Classification of
customer Geographically (Region, state, city, Country), Segment wise.
16.4.8.
Credit control.
Credit Limits for the customer. Automatic pop-up based on link with credit
limit of Customers and outstanding amount, while preparing sales invoice.
16.4.9.
Capturing CT 3
information (Optional).
16.4.10.
Customer Grading ,
for preferential treatment as part of CRM
17.
Sample
management module
17.1.
Master
17.1.1.
Customer master
17.1.2.
Item master
17.2.
Transactions
17.2.1.
Sample received
17.2.2.
Sample sent
17.3.
Key MIS reports:
17.3.1.
Sample received
register
17.3.2.
Sample sent register
18.
Sub-contractor OUT Module
Complete
Inventory tracking of sub-contactor inventory fully integrated with creditor
accounting. Outsourcing. (Also referred as off-loading).
18.1.
Master
18.1.1.
Sub-contractor or
Address Master (for account with inventory location).
18.1.2.
Address Type Master.
18.2.
Transactions
18.2.1.
Job Order (Labor
Purchase Order)
18.2.2.
Goods Delivery Note (GDN)
– integrated with excise – 57 F4 Challan
18.2.3.
Goods Inward Note
(GIN) – Material received back after processing with creditor accounting
integration. QC – accept / reject.
18.2.4.
Special P. O. where
the unloading location is direct at the sub-contractor (in ERP the
subcontractor factory is also an inventory location). Automatically ERP
will do the GDN along with the GRN entry. (Optional).
18.3.
Key MIS reports:
18.3.1.
Job order register.
18.3.2.
Job order status wise
– Open JO, close JO, terminated JO.
18.3.3.
GDN register.
18.3.4.
GIN register.
18.3.5.
GDN / GIN register.
(Item sent to subcontractor and related material received duly after
processing).
18.3.6.
Sub-contractor master
list (sub-contractor list).
18.4.
ERP features
18.4.1.
Pre-requisite:
Location Master, BOM Master.
18.4.2.
Fully integrated with
BOM master to ensure material given to the sub-contractor is the correct
child items.
18.4.3.
Auto-production to
consume material from sub-contractor
18.4.4.
Auto GDN. Purchase
Order is placed on a supplier with ‘unloading location’ as sub-contractor.
Material is directly sent to sub-contractor’s factory by supplier. ERP can
automatically captures the twin-transactions – material received from
supplier and immediately transferred to sub-contractor.
18.4.5.
Stock ledger for
sub-contractor location gives information about stock lying with the TP.
18.4.6.
Creditor accounts
ledger for the accounts payable.
18.4.7.
Money payment to
sub-contractor after deducting TDS.
18.4.8.
Scrap accounting
19.
Export Sales Module
19.1.
Master:
19.1.1.
Country – currency
master
19.1.2.
Customer Master (with
country information)
19.2.
Transactions:
19.2.1.
Export Order –
captures foreign customer's sales order information, and is linked to the
Export invoice.
19.2.2.
Foreign Currency
export invoice
19.2.3.
Form ARE 1 is
prepared automatically with the export sales invoice
19.2.4.
Packing List
(automatically prepared with export invoice).
19.2.5.
Commercial Invoice
19.2.6.
Export Proforma
Invoice
19.3.
ERP features:
19.3.1.
Facility to enter
current Exchange rate
19.3.2.
Foreign Currency
Order Receipt Information (export ORI)
20.
Distribution Module
for standard products sold through channel partners / distributors /
stockiest / agents / franchises
Sales through franchises
/ channel partners / distributors / dealers / agents / stockiest / CFA.
(Optional).
20.1.
Dispatch Order
created by Head Office to factory for dispatch of material to channel
location.
20.2.
Transfer Invoice.
Preparing online Stock Transfer Invoice (to Depot / franchises / Branch
transfer). From factory to own inventory location linked to Dispatch Order.
21.
Project Tracking
Module
Every order can be
considered as a ‘project’ in ERP.
21.1.
Masters
21.1.1.
Project name Master.
21.1.2.
Drawing Maser
21.2.
Transactions;
21.2.1.
Key transactions are
captured and stored with the sales order number (Order Receipt Information –
ORI).
21.2.2.
Work order and
production entry link to the project.
21.3.
Key MIS reports
21.3.1.
Project Work Bench –
This will give at a glance activity status of a particular project (Sales
order or ORI). Discipline needs to be maintained to enter the ORI in all
the respective fields to capture data.
22.
Warranty / After
Sales Service Module
AMC /spares management /
Customer Engineer (C.E.)
22.1.
Masters
22.1.1.
Customer
Master.
22.1.2.
Item
Master.
22.1.3.
Types of
service call Master.
22.1.4.
Fault
Master.
22.1.5.
Commercial
Terms.
22.1.6.
Type of
Contract.
22.1.7.
Key components master
(Main spares).
22.1.8.
Engineers Master
(Customer Engineer)
22.2.
Transactions
22.2.1.
Call Sheet for the
products. To register complain.
22.2.2.
Annual Maintenance
Contract [AMC after warranty period]
22.2.3.
Old History card
Entry (Legacy)
22.2.4.
History Card
22.2.5.
AMC Bill
22.2.5.1.
VAT Bill (Include only VAT).
22.2.5.2.
Service Bill (Include only Service Tax)
22.2.6.
Contract proposal.
22.2.7.
Agreement Generation.
22.2.8.
FOC (Free of Cost)
Bill
22.2.9.
VAT Bill
22.2.10.
Expense Voucher to
for Service
22.2.11.
VAT Bill without link
to Service Report.
22.3.
Key MIS reports
22.3.1.
Call Sheet Register.
22.3.2.
Service Report
Register.[2nd , 3rd and 4th Quarterly
Service Provided]
22.3.3.
Annual Maintenance
Contract Report [Engineer Wise, City Wise, Customer Wise]. AMC Register.
22.3.4.
Call Analysis Report
22.3.5.
Daily Service Report.
22.3.6.
Annual Maintenance
Report
22.3.7.
Engineers Wise
Revenue.
22.3.8.
Components
Replacement Details.
22.3.9.
History card
register. Filters - 1. Category, Sub-category, Item, Service Engineer
22.3.10.
VAT Bill Register.
Filters - 1. Category, Sub-category, Sub-Group, Item, Customer Type,
Customer
22.3.11.
Service Bill
Register. Filters - 1. Customer Type, Customer
22.3.12.
Contract Proposal /
Agreement Register. Filters - 1. Customer, Status
22.3.13.
Preventive
Maintenance Report. Filters – 1. Under Warranty / AMC, Category,
Sub-category, Sub- Group, Item.
22.3.14.
Expense Voucher
Register for Service. Filters – 1. Service Engineer
22.3.15.
Service Expense
voucher register.
22.3.16.
FOC (Free of Cost)
Bill Register. Filters - Category, Sub-category, Sub-Group, Item, Customer
Type, Customer
22.4.
ERP features
22.4.1.
Call Sheet to arrive
to the number of complaints or faults registered.
22.4.2.
Services provided to
the complaints or faults.
22.4.3.
Machine Level
Components used.
22.4.4.
Report on Fault
Analysis
22.4.5.
Reports on Components
Replacement Details
23.
Helpdesk Module
Tracking customers calls
/ Without
spares management
23.1.
Masters
23.1.1.
Customer
Master.
23.2.
Transactions
23.2.1.
Point data entry.
23.3.
Key MIS reports
23.3.1.
Point Register.
23.3.2.
Point (call) status
23.4.
ERP features
23.4.1.
Email alerts for
points pending for more > nn days.
24.
Automatic email
alerts module
24.1.
Email id Master for
sending auto emails
24.2.
Alerts user for items
falling below ReOrder Level (ROL)
24.3.
ORI pending since
defined days. Order received but dispatch pending alert.
24.4.
Pending Purchase
Order since defined days.
24.5.
Pending customer
Bills since defined days/Months.
24.6.
Bank balance going
below defined amount.
24.7.
Non-Moving Items.
24.8.
Daily Sales to TOP
Management.
25.
Plant Maintenance
Module
25.1.
Master
25.1.1.
Machine Master
25.1.2.
Machine and its
spares Master with Activities Integrated
25.1.3.
Activity Master
(Includes cost)
25.1.4.
In-charge Master
(Includes cost)
25.2.
Transactions
25.2.1.
Work Order for
Machine Maintenance
25.2.1.1.
Corrective
Maintenance
25.2.1.2.
Preventive
Maintenance
25.2.2.
Production Entry for
Machine Maintenance
25.3.
Key MIS reports
25.3.1.
Machine Master Report
(With Spares)
25.3.2.
Works Order Register
with filters as
25.3.2.1.1.
Maintenance Type
(Corrective/Preventive)
25.3.2.2.
Work Order Status
(Open, Closed, Terminated, All)
25.3.2.3.
Machine Wise
25.3.2.4.
In-charge Wise
25.3.3.
Production Entry
Register (Cost is calculated) with filters as
25.3.3.1.
Maintenance Type
(Corrective/Preventive)
25.3.3.2.
Machine Wise
25.3.3.3.
In-charge Wise
25.3.4.
Spares List
25.4.
Features
25.4.1.
Automatic popup for
maintenance to be done in next 2 days is shown when you login in the system.
25.4.2.
Automatic Email Alert
for maintenance to be done, in next 2 days is prepared and send by ERP.
26.
Multi-location
This module is
applicable for multi-location organization. For instance, Head office and
Factory are situated in different geographical locations. Static IP address
server and broadband internet connection allows user to access ERP database
from anywhere / anytime. Pre-requisite Server with fixed IP address from
your ISP (Internet Service Provider) and firewall software is required. You
can also opt for ‘thin-client’ technology.
26.1.
Remote Connection
from another computer using Internet.
26.2.
ERP also supports
Remote Login where user can access ERP Server using Internet.
27.
Payroll and HR
27.1.
Master
27.1.1.
Bank master
27.1.2.
Bank-Branch master
27.1.3.
Attendance Bonus
setting
27.1.4.
Bank master
27.1.5.
Bank-Branch master
27.1.6.
City master
27.1.7.
Department master
(Cost Center)
27.1.8.
Designation master
27.1.9.
Employee master
27.1.10.
GL account Master
27.1.11.
Grade master
27.1.12.
Income Tax – Bank
master
27.1.13.
Income Tax – Earning
and deductions (Section 80C, 80D, 80 U, 17(2) (V) etc.)
27.1.14.
Income Tax – Form 16-
Singing authority master
27.1.15.
Labor Welfare Fund
master (LWF)
27.1.16.
Salary Heading -
Earning heads & deduction heads Master
27.1.17.
State Master
27.2.
Transactions
27.2.1.
Attendance – The
number of days present by an employee will have to be punched in the system
by the concerned official of the HR Department.
27.2.2.
Income Tax Monthly
Challan Entry
27.2.3.
Income TAX Quarterly
Acknowledgement Entry
27.2.4.
Monthly Deductions.
27.2.5.
Pay slip
27.3.
Reports
27.3.1.
Attendance Register
27.3.2.
Attrition Report
27.3.3.
Bank Statement
27.3.4.
Deduction head wise
register
27.3.5.
Earning head wise
register
27.3.6.
Employee Joining
Report
27.3.7.
Employee list
27.3.8.
Employee resignation
27.3.9.
ESI Report
27.3.10.
Form 16
27.3.11.
Gratuity register
27.3.12.
Income Tax Yearly
Report Per Employee wise (Automated)
27.3.13.
Leave Encashment
Statement
27.3.14.
Loan register
27.3.15.
Pay Slip
27.3.16.
Payroll Register
27.3.17.
PF statement
27.3.18.
Professional Tax
[Professional Tax] Statement
27.4.
ERP features
27.4.1.
Daily wages, monthly
wages – salary calculations.
27.4.2.
Attendance types –
absence, paid leave, unpaid leave, etc.
27.4.3.
Loans and advances to
employees
27.4.4.
Employee type –
manager, operator, etc.
27.4.5.
Automatic calculation
of income tax in pay-slip every month based on Earning and Deduction feed
into the system.
27.4.6.
Modify all the
transaction as many times as needed.
27.4.7.
Salary lock. (After
this no Modification is allowed, once one Account have audited.
27.4.8.
User Matrix – By
which each user is given/denied access to particular Report/Transaction
resulting is high Security and blocking un-authorized access.
27.4.9.
Every Report can be
easily transferred to Excel.
27.4.10.
Very User Friendly
GUI and Easy to understand Procedures which require minimum Training.
27.4.11.
Leave allotment
master
28.
Resource Matrix
Module
28.1.
Master
28.1.1.
Activity Master
28.1.2.
User Master
28.1.3.
Customer Master
28.2.
Transaction
28.2.1.
Daily Time Card entry
28.3.
Key MIS reports
28.3.1.
Resource wise (User
wise) time spent report for a given period
28.3.2.
Activity wise time
spent for a given sales order (ORI)
28.4.
ERP features
28.4.1.
Activity or Task
Tracking of individual in the organization – for example draftsman hours
salesman hours
28.4.2.
Can be also linked to
enquiry or quotation (pre-sales) time spent by staff
28.4.3.
Department wise,
controlling and monitoring indirect time (hours) spent by staff
29.
e-Business
This module does not
include website creating and design.
29.1.
ERP Database contains
various information such as 'Product List' or 'Price List'. This can be now
uploaded to a website.
29.2.
User can restrict
some web pages for internal use (Extranet / Intranet). Show stock position
online, etc.
29.3.
E-Catalogue. The
rapid development of B2B and B2C e-Business shows that the internet is not
just a new place to do business but constitutes a completely new method for
commerce. E-Business is the most significant area of the new ‘Digital
Economy’. Once you have ERP database in place, the same can be then
published to the World Wide Web. For instance, we can prepare an active
website.
29.4.
For example, channel
partners (dealer) FG item master can be synchronized with the FG being shown
on the e-commerce website for the shopping cart or while booking sales order
(with option of showing stock).
30.
Send-receive module
ERP features:
30.1.
This is for
multi-locations where broadband internet is NOT available.
30.2.
For places where
Internet-speed is an issue.
30.3.
This special ERP
send-receive module is useful where due to security reason server is not
connected to internet with (static) IP address.
30.4.
Ordinary dial-up
internet line can be used to send and receive incremental data from
one location to the other (e.g. HO to factory and vice versa). The text
file can be sent by attaching the same to email. User can send and receive
data once in 24 hours (or for that matter as often as required). Typically,
where HO is making the PO and stores in factory (in remote place) is
receiving the material, and so on.
30.5.
ERP Server will
automatically take care of synchronizing both servers database.
Even the small txt file can
be sent and receive by CD through post for remote places where even dial-up
internet connection is not possible.
1.
Plant Connect -
Web-based solution for Support, Maintenance and Monitoring of machines.
Monitor
equipments: Located anywhere, anytime (24x7), continuous monitoring, or
need based monitoring. Any equipment fitted with a Controller / PLC / HMI
and which can communicate using a published protocol. E.g. CNC machines,
Boilers, Pumps, Chillers, Generator, Engines sets, etc. [This is a third
party solution integrated with ERP software].
2.
Automatic SMS to
mobile phone
1.
ERP prepares reports instantly which can
be exported to MS Excel file. Now this excel file can be sued to send SMS
to mobile directly, but SMS text can change dynamically, as per the work
sheet column data.
2.
B2B or
B2C communication anywhere anytime from ERP.
3.
SMS
Gateway is designed to integrate seamlessly with ERP.
.
