ERP User Manual

ERP is designed in such way that different user can login into the system and work together in tandem to achieve the objectives and goal of the company. This multi user environment helps the user to create request/document and get approved or notified as and when its status changed until got implemented.

Different user level / access rights are there according to the role of the users. The front end / point of sale user can create their own documents and save in the system. These documents will be routed/sent thru different managerial personnel and finally get implemented.

You will require a user id to log into the system. That will be created and supplied to you by the administrator. The default password will be mailed to the user and can be changed by the user. In the absence of internal mailing facility at the company the default password will be blank and the users will be prompted for password at the first log-in.

If you are on the LAN as of the ERP server, you can access ERP by clicking ERP short cut available in your desktop.

WAN users can user terminal service client utility i.e. Remote Desktop Connection. You will be able to access ERP login screen if you have a user id and password registered in our server to connect with the server thru terminal service

Once log into the system you can access and work upon the various screen for which you have got access. Your access rights will be set by the Administrator according to your designation in the company.

Log in

After successful login, users are allowed to select the ERP Menu according to the user rights.

Adding ERP users and setting their rights is an administrative tool available in ERP, user manager

After login the user can change the working company by

FILE OPEN COMPANY

ERP MENU

ABOVE SHOWS THE ERP MENU, EACH MENU GOT ITS OWN SUB MENU

USER CAN SELECT THE REQUIRED MENU AND WORK ON IT.

Items in the tool bar will help the user too quickly select the following items

Messenger, Delete current message, chat, print, print using PDF writer

Copy , paste, calendar, calculator, financial calculator, Spell check, Reminder, Delete reminder, Recent menu, hot key settings, word, excel, mail, internet explorer, erp settings , preview, Close ERP

RightClick the Close Icon on the tool bar to pop up a special administrative tool window for ADMIN users.

RECENT MENU

Press F12, it will load the recent menu, that will help the user to select his recent menu.

10 recent screens are readily available and user can search for additional utilities of ERP in lookup by typing on the box.

From the recent menu user can type the item no to select the screen

Document Approval

The approval window will be automatically loaded showing the documents need to be approved by the user with details and approval history.

This window can be opened manually by

FILE OPEN DOCUMENT APPROVAL

Declined documents are shown in Red.

Remarks should be typed here for declining.

Details of the selected document

User can view either the processed or waiting documents for approval. The default window will show the waiting documents for approval

Ø The approved documents can be reverted by using Revert command button and vice versa. For that user need to click the processed button to view the processed document

Ø The selected document can be approved, declined or forwarded to another authority with proper remark.

Ø The approved item will disappear from the window. The user can find it among the processed.

Ø If not approved in 24 hours, the document will be forwarded to the HOD of user.

Dashboard Window

This window will be loaded automatically for every user. The user can view the status of his document by looking into this window. The requisition (material/service) will be moving along various stages and finally get vanished once the Material issue note/service receipt note made against the requisition.

Ø New box contains Material/Service/Purchase requisition raised by the user which are not priced

Ø It will directly moved to the Mat not Issue box if material available in store.

Ø It will move to Priced once it’s priced by the purchaser. The user can also price it, if he has the privilege for pricing

Ø It will moved to approved column after the approval of pricing,

Ø The purchase order can be created from an approved requisition. Then it will be in PO created section

Ø Once PO Printed it will be moved to the PO printed section

Ø The user can take the material out using the requisition no in the case of material requisition. Those Material/ Purchase request against which material were not issued are shown in the Mat. Not issued window.

Using the button user can view/print/mail/fax the documents and details

The user can include other user documents also using this button

The users need to take out the material from the store or cancel the requisition within a short period of time. The content of the mat not issued window should be always minimum.

For the purchase requests, user has to wait for the GRN to be updated, for releasing the material

The user can preview the document by double clicking over the nos.

Document Approval / Declination Notification

The end user will get notified about the status of their documents thru this window. It will pop up to the user’s working screen. They can minimize it and periodically view the status.

Documents with the red background are the declined ones.

In addition to this a popup also displayed to the user at the top, right hand corner of your screen. This will be displayed for 30 seconds and vanishes. The same message is showing in the status bar also. This will continue to display in every 1 minutes until you clear the message thru messenger screen

Using:

TOOLS – MESSENGER

Besides this an email also sent on daily basis with the details of documents approved.

ORDER PROCESSING

ORDER PROCESSING PROCEDURE

Material Requests

(Job/Asset/Item Id creation)

Available in store

Convert into Purchase request and moved to pricing .

Material Issue, if job cost is under estimated cost, otherwise need the approval from HOD

Yes No Partially Available

Splitting into Purchase request and material request after prompting the user for the same

Material Issue note

Usually against stock/asset. If the purchase made against STOCK, raise a separate MR to issue material against respective job/asset

Goods Receipt note , stock updated upon approval for local purchase

Stock updated upon landed cost computation.

Purchase order

Multiple PO incase of more than 1 supplier in pricing

Further approval if the payment terms Advance

Pricing and, approval (supplier id creation)

Delivery instruction, Delivery note, Gate passes all against MR

Order Processing Procedure

Ø Material Requisition from End user [Item id creation if item not available in master]

Either against job no, Stock or Asset

If all items available in store and the total MR value come under the estimated job value, items can be issued from the store without any approval.

If the accumulated job cost is more than estimated job value, the MR required an approval for the material issue

Ø If items not available if partially available

Requisition converted into split into MR (from store) and PR (Purchase)

Purchase requisition and sent for pricing

Ø The Purchase requisition can be against Stock/job or asset. If it is against job no item will be reserved against the job no.

Ø After pricing it will going for Approval of requestor, HOD, FM , GM etc as per matrix

Ø After the approval of pricing Purchase order can be generated by purchaser.

Ø Goods receipt note can be created against the purchase order. This will also go for approval of requested person and quality engineers. If got approved stock will be updated in case of local purchases. In case of Overseas purchase (Currency other than AED) stock will be updated as and when accounts people entered the invoiced price for the said GRN (Landed cost computation).

Ø The GRN creation will be notified to the requestor

Ø Material issue against the request if request against Job no. If the requisition was against stock a new MR has to be raised to issue the item from the store against the required job no.

Ø Delivery Instruction against the MR

Ø Delivery Note against the Delivery instruction

Ø Gate pass if required against Delivery note

In case of Service requisition, Service Receipt Note will be created.

Type of Requisitions

1. Material Requisition - For all type of inventory items

2. Service Requisition - For all type of services

3. Miscellaneous Requisition - For Confidential request,

4. Travel requisition - For travel requests

Material Requisition

FILE NEW REQUISITION MATERIAL

INVENTORY MATERIAL REQUISITION

OPENING A REQUISITION

Ø Click FIND, a look up will be displayed for searching MRs created.

Ø Enter request no and press Find now you will receive a window containing the requested job no, username and requested date.

Ø If you enter the job no all request against that job no will be displayed.

Ø We can extend our searching by entering combination of fields like user name and requested date, job and user etc.

Ø You can see all the requests by clicking find now without entering any data

E.g.: These are the requests raised by user shankar

Ø User can edit the requisition by using the Edit button. IF it is priced requisition, a provision is there only to enter a remark and send it for approval without pricing again. Otherwise it will be marked as a new requisition and will be available for pricing again

Ø User can navigate thru the request using the previous and next button

Ø User can delete his requisition

Raising Material Requisition

Ø Click ADD for raising a new request

Ø A request should be either against a Job /asset / stock

Ø Select the job no from the lookup. Start typing in the job field will show you the lookup.

Ø Asset group can be selected from the lookup by marking the asset check box. For new asset use fixed asset master to create.

This is system Generated

Requisition No

Default debit A/c can be changed, if the user wants to specify another by using the Debit A/c field.

Text Box: The user can type the other information that needs to be printed in the PO in the remark

User can select the to be priced by (person)

Helpful for inter division MR

If multiple cost centers, user has to specify the respective amount against each job no, then only it will reflect in the cost sheet.

This additional button help the user to pick the predefined remarks for (By Air,Sea,Courier) or from previous requisitions. This remark will be printed in the PO generated.

Moving right thru the row using scroll bar, the other columns are

These details are usually filled by the pricing people

Ø User can use the create from reference button to create an MR from an old MR reference, bill of materials etc. To avoid the item from the old MR you can make the quantity as zero. You can add more items to your requisition. Press down arrow to add new items

Ø Start typing in the item Id User can select the items thru Lookup. The look up will show the item description. Refer the Item Id lookup manual.

Ø Del Date is the expected delivery date of the goods.

Ø For overseas purchase check the overseas button at the bottom area of the screen

Ø For selecting the unit (if multiple unit in item master) press the menu button near to the ctrl-key of your keyboard and select the unit from lookup

Ø Press down arrow to make more items in your request. Initially 10 item can be entered

Ø Click the Save button to save your request. Your new request no will be displayed.

Ø ERP will not save you requisition without sufficient details.

Ø The requisition details can be exported to Excel

Ø The status will be displayed in status bar ( new, priced, cancelled etc )

Ø Once saved the pricing people get informed about this request.

Item Id entry

Ø Start typing with any character in the item id field the item lookup screen will be loaded and you can select your item from the lookup

REFER THE ITEM ID LOOKUP GUIDELINES

Ø To search the items with Part no Press space in the item id field

Miscellaneous Requisition & Purchase Order

Miscellaneous Request is used for confidential request. It should be routed to the concerned using send document for approval

The user having the privilege to this screen can create miscellaneous request and price. After approval the user can create purchaser order.

Miscellaneous Purchase order has to be selected for creating miscellaneous PO

Service, Miscellaneous & Travel Requisitions

FILE NEW REQUISITIONS – (SERVICE/MISC/TRAVEL)

PAYROLL MISC REQUEST

PAYROLL TRAVEL REQUEST

Ø Service requisition is similar to material requisition but used for services. The user has to type the description of the service. The service requisition should be priced by the authorized persons. But Misc. and Travel requisitions are need to be priced by the requestor himself.

Ø The Miscellaneous and travel requisition shall also be entered thru this screen. These requisitions are usually priced by the requestor himself. For that requestor has to go to the pricing screen.

Ø You can type your description in the description column and the details can be entered by double clicking in the item details field.

The entries also includes the following

Ø The user need to select a job no / Asset no against which request he is making

Ø If multiple cost centers, the user can mention them and amount that has to be allocated against each job.

Ø Create from ref can be used to make similar request from an old request

Ø Check the overseas checkbox for overseas requests

The request needs to be priced by Service request pricing. After Pricing it will be going for approval as per the matrix defined. Once got approved the user can raise the Purchase order

Material/ Service Pricing

PURCHASE MATERIAL PRICING / SERVICE PRICING

1. Price history

2. Supplier price list

Ø Select the New button for the lookup, type the parameter for search. It will show all the MR falling under that category and select the required MR for pricing

Start typing here with alphabets. The Lookup will show the list of existing suppliers. For new supplier entry you have to go to Supplier Master.

FILE – NEW - SUPPLIER

This additional button help the user to pick the predefined remarks for (By Air, Sea, Courier) or from previous requisitions. This remark will be get printed in the PO generated.

Ø The pricing person should enter the required details. If all the required information entered the yellow background will change to white.

Ø The supplier name can be different for different items, while creating PO, ERP will provide an option for creating PO against each supplier ( against same MR )

Ø If all items are priced the system will mark this requisition as priced and will send for approval according to the approval matrix.

Ø After pricing it will be informed to the requester.

Ø The pricing people need to enter the different quotation price and respective supplier names

Ø While pricing Requisition can be split, press delete to remove the items over slno column. The deleted items will be saved as a new request with status New ( Need to be priced again)

Ø The last 5 purchase prices will be showing in wait window when cursor reaches the price column. This will help the user for pricing

Splitting Material Requisition from pricing window

Delete those items to be in new requisition by positioning over the Sl no column in pricing window. The deleted item will be saved as a new requisition

Splitting Material Requisition

File Open Requisition Split

Requisition can be spitted using this

Screen. The user can make the new

Requisition by putting the value in

New qty field of required items.

Pricing enquiry for Items

File Open Requisition Pricing enquiry

User can use this screen to know the purchase price of an item. The Pricing will get notified while creating this. They will price it and the user can view the price. The user will be got notified after pricing

For such requisition Pricing can be done thru

File Open Requisition Pricing enquiry process

Changing MR to SR & Closing Requisition

The short cut menu in Material requisition screen can be used

To close the MR, all the material reserved against this material

Will get unreserved and merged to STOCK

Same menu can be used to convert an MR to SR

Inter division MR

The requester need to raise the MR with the job no of the division which will be invoicing the end customer.

The requestors can take any division material as if their own using MR against the same job no (10% additional value of item will be charged, and will be deducted from the division for all such interdivision material issues)

If if is a purchase request for another division, the requisition need to enter the purchaser name of the respective division.

The purchaser should check the division of the Items; they need to purchase items pertaining to their division only

ERP Procedure need to followed by the requisitioners for inter division purchase

The requisitioner can raise the purchase request as usual against their job#

The requestor need to select the TO BE PRICED, name from the Additional information button of MR screen if it has to be processed by other division.

This MR will be available in the requisition status window of both requestor and Pricing personnel. So both can keep track of the status of the request

The approval matrix will be routed by checking the requestor division instead of Job division, except for A division.

A requisitioner can raise any no of items irrespective supplier in same requisition.

The pricing personnel will price the request according to the quotation they received, so same requisition can contain different suppliers.

While making PO, ERP is making separate PO for each supplier, against the same request.

No need of creating or splitting the requests for different supplier

If the pricing people need to split the requisition for any reason

While pricing Requisition can be split, press delete to remove the items from the request. The deleted items will be saved as a new request with status New (Need to be priced again)

(This can be useful for certain items which need to be priced by others, inter division MR)

Purchase Order / Work Order

PURCHASE PURCHASE ORDER

Click the New button; select the requisition from the lookup

Ø Enter the Ship by Date and Expected Date of Delivery, enter additional remark if any.

Ø Click Save,

Ø Click Print, (from the short cut menu Fax it , print from the same menu, u will get original PO)

Ø For all subsequent printing use the print again option. ( The PO printed will be marked as duplicate)

§    You can enter req# for creating PO against it

§    If Job# is entered all req# against that job will be displayed and you can select your request

§    The user can extend their searching by entering user name, request date or combining the above field values

§    If request contain items from different supplier ERP will prompt you to choose the supplier to whom you are making PO, and make separate POs

Ø Different purchase order can be raised against single request, if the pricing information contains different supplier names for different items..

Ø The faxed PO can be viewed thru; Microsoft shared fax client utility installed in your computer

Ø While Deleting PO, system will ask u for retain the Material/service Request for process again. If clicked YES, same request can be processed again. The system will not release request having more than one PO made against it

Ø The purchase order created will go for approval again , if the terms are ADVANCE

Ø The user can close a PO with proper remark, if it no longer needs.

Ø The user can Fax the PO thru the system, do it before printing to avoid the duplicate caption over PO

Ø For miscellaneous purchase order, use the menu,

Payroll – miscellaneous – purchase order

Purchase Order Status

PURCHASE PO STAUS ENTRY

Here, Green Color shown purchaser entered the

PO ack, logistic person need to update EDA

The PO status screen shows the status of outstanding PO,

It can be sorted by heading clicking over the heading

Procedure for entering PO status

Purchaser

1. The Purchaser need to entry the PO ack dt , no, and exp dt. Shipment , Use ADD option of PO status entry

Logistic coordinator

2. The Logistic coordinator need to keep track of the entire acknowledged PO and update the status till the material received. Use the EDIT option of PO status

Status view

3. The status can be viewed in the status screen as shown above, for details press enter.

Purchase Order Status Entry / View

Once the purchase order created and faxed/sent to the supplier, the user need to enter the PO acknowledgment no and date in the purchase order status entry screen using the ADD button

After this the logistic coordinator will keep track of this PO, and he will be updating the status of said PO, until good fully received against the PO.

The user can view the status of his PO, using the same screen by finding the PO

PURCHASE PO STAUS ENTRY

Ø This screen provide the user to update/view the latest status in PO

Ø Whenever a PO created and got confirmation the initial entry like the PO Acknowledge no, Date, shipment ready on should be entered by the person who got confirmation by selecting the PO from the lookup.

Ø For entering the status use the ADD button and select/ enter the PO number

Ø The additional information regarding the shipment will be entered into this window as and when new information received against this PO.

Ø To view the status use the FIND button and enter/select the PO number

For Viewing the PO

Enter the PO number after pressing FIND

The logistic coordinator needs to update these data, periodically

Goods Received Note

INVENTORY GOODS RECIEPT NOTE

Goods received are entered thru this screen

Click ADD for new GRN entry

The GRN can be created against a PO

You can view the PO by entering either

By PO#, Req#, amount or Date.

All local GRN should be got updated automatically while saving GRN.

The overseas one will be updated after the accounts entry completion

Status new, stock updated, updated (landed cost, overseas)

For finding existing GRN click find and enter your

GRN# and click find new

Store/ branch need to be selected while operating from branches

For direct delivery GRN, The user should enter the sales invoice no, and it will go for verification of Finance.

MIN for All direct delivered material should be created immediately after the GRN approval.

Service Receipt note (SRN)

Similarly service received can be entered thru the following screen

INVENTROY SERVICE RECEIPT NOTE

SRN should be entered against a job no. It will not show in the cost sheet since LPO amount is there.

You can raise any no of SRN against a LPO, each time the amount will be reduced. You can raise the SRN only for the remaining amount

Material Issue Note (MIN)

INVENTROY MATERIAL ISSUE NOTE

Usually MIN creating against a requisition, it can be against GRN, PO, and MR etc

Click ADD to create an MIN ( It can be against MR,GRN,PO, (Manual selection for consumable < 100dhs))

For Manual entry user need to select jobno/Asset no and other details.

Store/ branch need to be selected while operating from branches

Click ADD to create MIN ( It can be against MR,GRN,PO, (Manual selection for consumable < 100dhs))

Material issues will be automatically get updated upon saving.

Use PRINT, to print the material issue note,

Delivery instruction

INVENTROY DELIVERY INSTRUCTION

A delivery instruction to be issued by the sales co coordinator to hand over the material to either the customer or driver.

Against the delivery instruction, delivery note and gate pass can be generated

Ø Details of the item can be entered into this screen after pressing details button, The details can be filled form the Material Issue note, purchase order, Requisition, GRN etc

Ø In the detail section the user can fill the details from the details either form MR, PO, and MIN etc. User can also enter items manually by clicking the button.

Ø System will ask the user whether to create Goods out form while saving the Deli Instruction.

Delivery Note / Goods Out Form

INVENTROY Goods out Form

It can be generated against a delivery instruction.

Gate Pass

INVENTORY GATE PASS

Purchase Return

INVENTROY PURCHASE RETURN

After stock updating for making purchase return use this screen

Material Return

INVENTROY MATERIAL RETURN

Material issued to a job can be returned, against the issued job no. The user can create material return note

The store manager can update the Material Issue note upon receipt of item physically. Click the find button it will show all the Material returns. Un updated once are without amount.

ERP will ask for update when the request is opened by the updating authority.

POS – Point Of Sale

Inventory --- Point of Sale

Ø The user has to select store/branch from which he is operating. System will load the Default value according to the user.

Ø Item can be selected by barcode scanner/item id/ item lookup.

Ø For lookup tick the check box in the Description header

Ø For changing the units, in case of multiple unit items, press the shortcut menu key of your keyboard (The key left to the control key).

Ø The 220% of landed cost will be displayed on the screen. User can enter the price manually. For selecting pre fixed price use the shortcut menu key of your keyboard

Click save button for entering more information

Delivery Note (Inward)

Inventory Delivery note (inward)

This can be used to enter the details of item received for service, rent etc.

Bar Code Printing

The bar code of items can get printed using this screen. The items for which barcode is needed can be loaded from material requisition, goods receipt note, branch transfer note etc.

The user can also enter the items manually

To use the portion of already printed label

Payment Release Requisition

ACCOUNTS MISCELLANEOUS PAYMENT RELEASE REQUISITION

This form can be used to create payment release requisition and it will be sent for approval of HOD, FM, and GM as per matrix. Make payment release request if the payment terms in PO are advance, cdc, cash etc

Select the document type and enter the No against which payment release requisition is making.

Text Box: Enter Additional notes here like bank details of beneficiaries, requisitioners remark etc
This will be get printed on requisition

Text Box: Enter the amount after selecting the currency from the lookup
etc.

Mode of payment whether CASH, PDC, 60 days etc.

Details of purchase order will be displaying here.

This requisition will be waiting for approval in the approval window of concerned and it will go as per matrix to higher authorities. You will be getting notification upon approval. You can take a printout of approved requisition and can submit to Accounts for payment release.

While making payment voucher, It can be made against the payment release request.

TOOLS
USER

Tools

Exporting/Importing Data

File Export

Exporting ERP tables to Excel or Word, after selecting the required Fields, this will help the user to create his own reports.

Master table can be imported from external data source like Excel sheets using the Import wizard.

Assign Proxy

The user can set his proxy using

Tools Assign proxy

The system will show the other users and he can select his proxy from the lookup

Send Document for Approval

Tools Send document (own)

Select the type of document from the combo box

Enter the document no

Select the authorities to whom the document has to go

Click update

You can retain the current approval and send to higher authorities with proper remark.

MASTER
FILES

Job File / Opportunity Code / Cost center

File New Job (or Cost Center)

PROCEDURE FOR JOB FILE CREATION ( USERS)

Ø Job no (Opportunity code) can be entered by any user who got ADD privilege,

Ø The initial status will be E ( Enquiry), The user need to enter the CRM customer name for making this job no

Ø If CRM customer name is not exists, that has to be created from the Contact Manager– Add option

Ø Once the Order is confirmed, The user can change the status to O, using the Edit option . The user need to enter the other relevant information such as customer PO no, ord value, estimated value, customer name etc. The overdue information will be displayed after selecting the customer, if any.

Ø If customer name not exists in customer master, user need to create a customer in customer master

Ø This job file will go for the approval of Finance manager, Once approved the user will be got notified

ADMINISTRATIVE

Can create Add/Edit job without approval

Job can be deleted if no document has generated against this job

ERP will generate the list of documents prepared against the job

Job can be cancelled by clicking over the Cancelled Check box

From the over due information, approving authority can view the

Customer statement

OPPORTUNITY CODE

Every Job undertaken by company needs to be coded. This can be done at different stages like Enquiry, Budget, Quote, Order etc. Once created this will be used for all future reference

Ø Retain value button help user to enter similar job no

Ø Customer statement / Avg. time for bill settlement can be viewed using the short cut 2 & 1

Ø Cost sheet can be viewed using short cut 3

Ø The user can delete a job no if no records were passed into that job, using any of the ERP modules.

Ø The user can cancel a job if no cost incurred against that job

OPPORTUNITY CODE

YY DDDD 99999 X XX 9999999

YEAR DIV SEQ.NO STATUS OWNER PRODUCTS

This can be automatically generated (as per div/year)

Location + Status

DIVISION – SHJ Sharjah E Enquiry

(Location Function) DXB Dubai R Regret

AUH Abu Dhabi B Budget

BAH Bahrain Q Quote

DMM Saudi Arabia O Order

DOH Qatar P Performa

D Decline

L Lost Order

C Cancelled

X expire

V delivered

M completed

I Invoiced

S closed

Now Sequence No is now entering manually. it is the job seq, no

In future it will be system generated code

OWNER – Two letter code to reflect the responsible person for the job. e.g.: MA for Mohammed Abdulla

PRODUCTS – 7 Digit binary codes to represent the product category

PLEASE REFER OPPORTUNITY CODING MANUAL OF YOUR ORGANISATION FOR DETAILS

Customer Master

FILE NEW CUSTOMER

Customer can be created by user. It will be automatically sent for approval of his HOD and

FM. Once approved the customer will get activated.

Ø For Creating a new customer, Click the ADD button ,it will load a lookup of our company database, from which select the company , the details will be loaded into customer file. if company not exists company need to be created in contact manager in CRM.

Ø The existing customer information can be edited with EDIT button

Ø Use the button FIND to select the customer, whose information you need.

Ø Print – for printing the customer details

Ø Using the advanced search button you can find your customer with the known information like telephone no, web site address etc.

Short cut Menu [Administrative]

Average time take for settling bill

Customer statement

Top customer list

Division wise turn over

Drafting a letter

You can view the detail of existing customer with the navigation buttons also

First Previous Next Last

Navigate button bar to navigate among customers

Ø Print – for printing the customer details with approval information

Look up for the advanced search of customers; here user can search with sub string of name, address, tel/fax no etc.

The details of customer should be entered as per the following rules

Ø Country should be selected from the country lookup

Ø Tele no prefix will be automatically loaded when country selected, complete the entry by addition digits without hyphen or special characters.

Ø Email, Web address should be given. Email id is mandatory.

Ø In the Other section contacting person, company salesman, industry sector, and currency all from respective lookup should be entered.

Ø In the credit mode section the details of mode, credit limit days etc should be entered.

Entering Terms to Customer Master

Ø Enter the mode here thru lookup, lookup will show all the available term in terms master.

Ø Enter the Credit limit days, Advance % etc here

Ø In this example the terms save will be 30 days from the date of invoice

After saving the details the data will be going for approval. Once approved the customer will be available in master as active customer.

The user can check the approval information by searching the customer either thru find or record positioning.

Customer Category

FILE NEW Customer Category

Customer category can be created here. This category can be selected while creating a customer.

Supplier Master

FILE NEW SUPPLIER

The new supplier Id will be generated by the system. You have to type the name of the supplier in the Name field thru the LOOK UP so that the user can understand whether similar suppliers exist or not.

Ø Care should be taken not to duplicate suppliers with slight difference

First Previous Next Last

Navigate button bar to navigate among suppliers

Ø Find - for finding a supplier thru lookup

Ø Print – for printing the supplier details

The details of supplier should be entered as per the following rules

Ø Country should be selected from the country lookup

Ø Tele no prefix will be automatically loaded when country selected, complete the entry by addition digits without hyphen or special characters.

Ø Email, Web address should be given. Email id is mandatory.

Ø In the Other section contacting person, currency all from respective lookup should be entered. The bank details are mandatory for foreign suppliers

Ø In the credit mode section the details of mode, credit limit days etc should be entered.

Entering terms in Supplier Master

For the terms

Select the mode from lookup

Enter the days here

So the final term will be

100% Advance

The user can mention additional information in the Terms saved to Master

E.g.: 50% Advance 50% on delivery

Try to keep the format matched with the terms of terms master.

The terms available are set up thru the TERMSMAS table of ERP

The data will be saved and customer will be sent automatically for approval

The user can check the approval information by searching the customer either thru find or record positioning.

Supplier Category

File New Supplier Category

Different supplier category can be created, and while creating the supplier this category can be selected.

ITEM LOOKUP

To effectively use the lookup and to avoid code duplication in Item master please sticks to the following guide lines.

STEP 1.

Ø When you start typing the description of the item, the lookup as shown below will show you the similar words in our word library.

Ø You can select the word according to your choice by moving into it and press enter.

Words starting with STRU in our Item master word library

STEP 2.

Ø Press space for the next word in your item description. Now the lookup shows the existing items which contain the entered word. This will certainly help you to notice whether your item is already there or can find the similar items.

Existing items with the entered word select your choice

This view for selecting your item if it is there. Otherwise you can extend your search within the selected items by typing any other word in your ITEM.

Repeating STEP1 and STEP2 you can find your item.

Ø Search for your item with the significant word in it. i.e. the word which is unlikely to be present in other items. This will increase you search speed substantially. The lookup will show you the items consisting of your word.

Ø If you select the key word which is unlikely to be in other items your searching will be much faster.

NOTE: - Intelligent word selection while searching will help you to reach your item quickly. Please go thru the following example.

ü The item look up provide the following details

ü Description, Item id and part no, average cost etc

ü Stock quantity

ü Quantity reserved against job

ü Qty arrived and stock not updated

ü Branch quantity( user can view the details by pressing the command short cut 1)

ü Quantity in Requisition and Quantity in Purchase order

E.g.: If you want to select the item

BULLET ASSY, SAPHIRE, 0.015”

To select press enter after moving into it

After typing a word you must press space for ERP to process and off course you can type the next word also after getting the items.

1. Start with BULLET press space only 6 records, and you can select the item from the list

2. Start with ASSY press space; oh it’s taking time and a lot of records too

Text Box: 3. If it is 015 you reached there straight away!!

So make an intelligent word selection and save your time.

If you start your search with BOLT it will take time because there are a lot of bolts. But if you type HEX then it will show only the word containing HEX, then you can type bolt. By adapting this method we can limit the scope of search. So the user can increase the efficiency of program by his intelligence.

NOTE: - You can also find duplicate items easily thru this lookup, note it and inform CONCERNED so that the duplicate item can be removed from the ITEM MASTER.

Item Master

FILE NEW ITEM

Since we have many problems with the duplicate items ultimate care should be taken while creating a new item.

Ø Before creating a new item user should ensure that the item or similar item is not present in the system by the search utility.

Ø After ensuring the item is not exists, select FILE – NEW – ITEM MASTER

Ø Select Add from the item master window for creating new id.

Ø Put the make of item here, you can select existing from lookup. If your make is new, type it in the lookup window and press enter.

Ø Select the Main group in which your item needs to be put like fitting, valve, Denison etc. If the item does not come under any existing group, you have to create a new group using the menu INVENTROY – ITEMGROUP

Ø You can also fix the MIN,MAX,REORDER LEVEL in this windows

Ø Extra unit of measurement also can be given with factor value.

Example:

Steel material pipe - main unit of measurement is MTR but it is available in market as length also. So you can put unit1 as LEN and factor as 6 because 1 LEN = 6 MTR

While raising requisition you can specify the unit either MTR or LEN

New Item – Id

You will get the following window after pressing ADD from the item master window

Adding property to an existing component group

For Editing the group name, property heading or content

For printing the avlble component group and their properties

All items in our Item master are categorized among different component group. Please note that it is not a general group like fitting, consumable, pump etc

Ø Similar components having same properties are categorized to form a component group.

Example: All adaptors whether straight, elbow 45, elbow 90 are coming under adaptor component group

Sometimes the component names are similar and properties are different in such cases another component group needs to be created.

Example: Plug - for fitting purpose

Electrical plug - for electrical purpose

So while searching you can come across different component group and understand what are the existing similar component groups.

If you search with the word, PLUG you can find different component group like plug, electrical plug, safety plug etc

Ø So select the exact component group in which you are going to created new ID.

Ø If you are unable to select a proper component group from the available component group you have to create a new component group.

Ø Make sure that your item will not come under any of the available component group. For that you can see the notes of this window for more information

Ø A same item can be called in another name. In such cases the person who creates the group can mention the other name in the notes area and that will help other users to recognize his component group.

Example. In the notes of adaptor group if we put this group consists of adaptor, reducer, elbow etc it is helpful for a user who is terming reducer for an adaptor with different end size.

Ø If the component group is available you have to select the values from the existing properties group of that component.

Example For an ADAPTOR

You have to select type (whether straight, elbow 45, elbow 90 etc)

Size ( whether 1”BSPX2”NPT, 1”NPTX1”NPT etc )

End type (whether MF, FM etc)

Ø Select the properties according to your choice and after that press ACCEPT button.

If your property is not available you have to create a new property.

Ø While creating new property also care should be taken to avoid duplicates.

In the SIZE property 100MM is there. Don’t create another with 4”

Avoid possible space while entering 100MM instead of 100 MM

Ø For entering size of adaptor always follow the alphabetic order of thread , if both are same the small size should come first

3L, 10S, BSP, JIC, NPT etc in order

if both are BSP ¼”BSPX1/2”BSP should be the order

you have to change the Male, Female thread also according to the change in thread

For searching or creating a

1. 1”NPTX2”BSP MF adaptor use, 2”BSPX1”NPT FM adaptor

2. 2”NPTX1”NPT MF use 1”NPTX2”NPT FM

3. 1”NPTX10S use 10SX1”NPT etc

Creation of New component group & new value for property

Type your requirement in the lookup. If it is available look up will show you. Other wise after completing the entry verify it for spelling and copy it.

Put *new in the lookup and press enter

System will prompt you for the description, where you paste the already copied text and save.

For property addition

Make sure that you are adding the properties with the same fashion of the existing property

100MM already exists

do not create MM 80 OR 80 MM or 4”. create 80MM only

4” already there, do not create 5 INCH; follow the pattern 5” only

always keep the existing format.

if you made a mistake you can use the EDIT button and change.

For component group addition

After giving the component group name as described, system will prompt you the no of properties of that component.

Put the numeral value there. 3

Then system will ask you for the property headings. 1/3, 2/3, 3/3 etc

You have to put the header. For TYPE, PARTNO, MAKE

Or TYPE, SIZE, THREAD etc.

Please fix the properties with care so that all components comes under that category can be specified. This needs some technical knowledge. So don’t hesitate to check with the concerned technical person before creating the group.

Ø Then add the required value within the properties as described above.

Ø You can also add property to an existing group if required.

Ø Don’t try to fit all information within the existing property group. Information pertaining to that field only required to enter there.

Ø Addition information can be provided in the memo of material requisition.

Check list – Item Id creation

Ø Search the items before creating, and locate the possible component group already available.

Ø *new for creating a new component group or value among property fields.

Ø While creating component group system will ask you the no of properties and the heading for each property.

Ø Seek help of a technical person for fixing property of a component group

Ø Put necessary notes for the component group in ADD window.

Ø Add the properties by typing *new in the property lookup window.

Ø Keep the format of the existing values while adding properties.

Ø Avoid possible spaces within property value.

Ø Put the div, unit, part no, make and group in the item master window

Ø Put notes for any additional information regarding the item in the notes of item master window.

REPORTS

Inventory Reports – Single Item

The details about an item can be easily displayed thru the item lookup which is accessible by typing over the item id field in various forms such material requisition, purchase listing, item view etc

Start type the most significant word in the item and press space, System will show all the item having that word, user can extend the search scope by typing the other word also

The figure shows all the 60MM BOLT in the stock, scroll down to view the stock details

0000032033 Is the external Item id, ACYAA**ABBEAJ is the internal item id,

In the advanced search you can include combination of words, words with special characters etc. You can extend your search also within part no, item id etc. In the normal search ERP is trying to locate words by excluding spaces and special characters.

ü The item look up provide the following details

ü Description, Item id and part no, average cost etc

ü Stock quantity

ü Quantity reserved against job

ü Qty arrived and stock not updated

ü Branch quantity( user can view the details by pressing the command short cut 1)

ü Quantity in Requisitions and Quantity in Purchase order

By pressing the command button 1 the user will able to view the item view window , where more details can be accessed.

The same window can be accessed thru

Inventory Reports Inventory Analysis

Outward 2 - Will show the requisition details by which this item got reserved, If urgent the user can request those user to close their MR to unreserved the material and release it for Material Issue.

Branch 3 - Will show the branches having the stock for this item

Requested 4 - Will show the purchase requisition no which are raised in system and under processing

Ordered 5 - Will show the PO numbers against which the item ordered and awaiting GRN

Cardex will show the item in/out , Stock card will display the in/out priced

BRANCH CARDEX

View document will show the corresponding GRN, MIN,MRT,PRT etc

Print stock card will show the updated and issued price over each transaction

Branch will display the different stock branches, select the branch will show the cardex of the item for that particular branch

Invetory Reports Item List

Inventory Reports Item list

The reports can be taken for different criteria.

ü All Groups

ü Group wise ( While creating an item the user is selecting a group for an item like pump, motor, fitting, consumable etc). User need to select the group from the lookup

ü Division wise (While creating an item the user is selecting a division to which the item belongs, general items are putting under division G)

ü Component group wise (While creating an item the user is selecting a component group division to which the item belongs, such as adaptor , bolt, vane pump , vane motor etc)

ü Make wise

ü Branch wise

After selecting the proper criteria various report can be generated

Normal will list all the items for the selected criteria

Normal with summary gives the divisional wise summary for the various inventory groups

Aging Analysis is aging report of all items

Aging Analysis summary will give the group wise aging summary

Aging Analysis Interval will give the items which are purchased even when aged stock available, this need to be minimized.

Reorder Report Will give the items under re – order level / min level

Consumption will show the consumption of the item within the given date range

Consumption over range will show the consumption over different days range( last 30,60 days etc)

Stock Movement will give the group wise stock movement within a date range

Stock verification format For stock verification purpose

Fixed Asset List

ACCOUNTS REPORT FIXED ASSET LIST

Updates Opening Values from Previous Year (Selected Year, Opening Values will be replaced with Previous Year Closing Balance)

To be done only ONCE IN A YEAR after closing previous year books

The details of fixed assets with depreciation applied per month can be taken thru this report screen

Inventory Analysis Cardex, stock card

REPORTS INVENTORY ANALYSIS

§ Enter the from and to date for the details

§ Select the item from the lookup for which you need the information.

§ The details about single item can be viewed using this windows

Purchase Order Reports

PURCHASE REPORTS PURCHASE ORDER

Reports can be listed within from and To date

within a range of request nos. OR

Within a range of LPO no

Within the above selection the view can be further limited by

Item id, Req. by, Supp id, Job no, Asset

The boxes can be checked according to the requirement

Material Requisition listing

Inventory Reports Material Requisition Listing

Purchase listing

Inventory Reports Purchase Listing

Material Issue listing

Inventory Reports Material Issue Listing

Cycle Time

Inventory Reports Cycle Time

Delivery Instruction listing

Inventory Reports Delivery Instruction Listing

Time sheet Reports

Payroll Reports Time sheet

Payroll Reports

PAYROLL REPORT PAYROLL

Ø If you check the By alias box payroll statement will be displayed by alias name

Ø You can choose either one of (Salary statement, Pay slip, Bank letter) at a time

Ø Use the VIEW button to view the output

Ø Use the print button to print the output

Attendance Reports

PAYROLL REPORT Attendance

Job Details / Cost Sheet

File Open Job Details

Cost sheet for a particular job is viewed thru this report window

Ø Actual cost sheet provides the actual cost ( Material Issue only Considered) and profit of the job

Ø Cost sheet provide the projected cost ( MR and PO are also shown in the cost sheet) of the job

Ø Cost sheet – Detailed provides item wise details of the Cost sheet

All the job will be automatically closed after 30 days from the first invoice against that job.

For marking the job as completed and not completed this button can be used.

Job Card List

File Open Job Card List

Details about the

Ø Job of a division,

Ø Job logged between a specific date range

Ø Job related to a division etc can be viewed thru this report

Job can be selected thru the job lookup

Ø Job card list will provide the user details of Job logged between a particular date range

Ø The report can be taken division wise, Customer wise or Job wise

Ø Different formats are also available like normal, Cash flow, Cost sheet etc.

Ø Invoiced sales report can be taken by clicking the invoiced radio button

Ø The data can be exported to Excel thru the excel button

Ø The invoiced list cotains the journal entries also

CRM

Customer relationship management (CRM) provides organizations with technologies, business applications, and best practices that help them sell, market, and service their products and services.

The first thing you find when looking into the world of Customer Relationship Management is the number of different definitions in use today.

"CRM is the business strategy that aims to understand, anticipate, manage and personalize the needs of an organization's current and potential customers" -- PWC Consulting

From this we can learn that CRM is more than just a piece of software; CRM is a business strategy, one that puts the customer at the heart of the business.

“That’s nothing new” and you would be right. Good business people have always understood the relationship between happy customers that come back again and again and creating long term, sustainable profitability.

You just have to think of the local shop owner who knew everyone of his customer’s names, birthdays and particular ailments to prove that point. What is new is that there now exists the technology to enable this customer-centricity on a much larger scale.

It is said that a successful CRM implementation will allow your Customer Service, Sales and Marketing people (and anyone else in your organization) to have a holistic view of each and everyone of your customers. In theory this will enable them to make quick, informed decisions, create cross selling and up selling opportunities, measure marketing effectiveness and deliver personalized Customer Care. Sound’s great doesn’t it!

The History of CRM

Following on from Enterprise Resource Planning or ERP (the business strategy that promised to automate the “back-office”), the term CRM was first coined in the mid-1990s. CRM in those days referred to the software used to help businesses manage their customer relationships. From sales force automation software (SFA) that focused on customer contact management to integrated knowledge management solutions, these were the early foundations of CRM.

The last couple of years have seen the term broaden to encompass a more strategic approach and the investment of billions of dollars worldwide into CRM solutions and services has followed.

First Things First

Successful CRM always starts with a business strategy, which drives change in the organization and work processes, enabled by technology. The reverse rarely works.

The key here is to create a truly Customer-Centric philosophy that touches every point and more importantly every person in the company. From CSR to CEO everyone must live and breathe customer focus for all of this to work.

CONTACT MANAGER

CRM - CONTACT MANAGER

We have a Contact Manager, which can be viewed as a business card

User can create their own business card from for their contact; they can make it as private for ownership

Before creating user need to SEARCH / SEEK the company and contact whether exists or not

Pressing space will load the look up of company in the SEARCH

Search will help to find out the contact with string / sub string known to the user. Type the substring and press enter it will load all the contacts; using the navigation button the user can position the exact contact. The search is like the Google search u can search of contact name, company, email etc also combination of them.

For searching the user can use the part of company name, phone no, email, contact name or both company and contact etc. Searching should be done in intelligent manner so that the user can reach the right person.

For eg

For searching a contact in Dubai drydocks named Manual Albo

Go for drydocks albo or drydocks Manual

After searching status windows shows the no of records meeting the searching criteria. User can skip thru the records using navigation buttons

If company exists use COPY to crate a new contact for the same company. Company details will be loaded automatically

If company not exists user need toe enter contact as well as company details using the ADD option

In side ADD, user can create more contacts with DUPLICATE (same company) and ADD (for new company)

Seek is normal lookup for finding the contacts by contact, company name, phone no, address etc

Web will lead to the web site of the contacts,

Email will help to create email against the email address

Affiliate will help to associate the parent, children, and sisters of the company

Agenda is putting the user to the agenda screen, where the user can fix the agenda ( appointments / tasks etc )

ADD will provide a new screen to add a contact

Copy will help to create a new contact for the existing company, loading all the default information, after find the company click copy

The screen for Add/copy/edit, here user needs to enter all the information about the contact

Mr / Mrs etc

Duplicate in the add screen will provide the company details filled for adding another contact

Add help to add more contact from the same screen without exiting from this screen.

Logo has to be attached using the logo button ( ERP will provide the browsing window to select the image which can be located anywhere in the network ( Size 250x100 pixel).

AFFILIATE Screen help to add the parents/sisters/children for the selected company. Use + shortcut for adding.

If u wants to remove, right click on the selected item and select delete

CONTACT NOTES

Click on NOTES to add notes for the contacts CRM CONTACT MANAGER NOTES

All the contact notes of the selected salesman will be displayed in the window; user will be the default sales man

The proxy user can select the salesman name and view/enter data for him

Select salesman if needed

ADD for adding new contact notes, meeting date will be prompted

Product line discussed need to be selected

Enter the contact notes

Next meeting date can be fixed using call frequency, if blank, 30 days will be taken as default

While saving the next meeting will be adding to AGENDA (task list) for that particular user for that day.

Select the salesman here to view

The contact notes of others

For HOD’s

By default user name is shown here

Click on Call complete, to complete the visit. If not clicked next meeting date will be put in the task list of the users Agenda, determined by last call date + call frequency. If call frequency not mentioned by the user, 30 days will be taken as default.

Print option will give the option to print / review the contact notes

View the contact notes of selected sales man , multiple salesman also can be selected

Print the call planner summary

Print the visit report

AGENDA

CRM - CONTACT MANAGER - AGENDA

Agenda shows the task and appointment of the selected user for a day. The agenda of a user can be viewed by his superior as per organizational chart. The proxy user can also view the agenda of another user.

Ø Task can be added, can be converted into appointment, and priority can be fixed using color coding

Ø Task can be added from the contact note screen also

Ø User can view/edit/delete the tasks ( ? history button shows , who assigned the task )

Ø Details about the task has to be entered, it can be edited also

Ø So HOD can fix task to the sub ordinates, user can view it and arrange their appointments accordingly

Ø Weekly agenda can be viewed, click on weekly, to change to day wise again click on weekly

Ø If the appointment after 5.30PM, it will be Displayed in evening column

High priority set tasks RED color will be shown in the Priority window, Priority can be refixed

Appointment after 5.30 PM will be showing in the evening box

Priority can be changed by clicking over the color tab after selecting the task.

Click here to make this task in appointment

Rec. history (helpful to find who created this task)

The completed task should be marked as Grey color.

The task can be assigned to another user

Print will print the AGENDA of the selected user, in the following format

Agenda for Mohan
From	To	Subject	Details	Priority	Appointment
22/07/2006 09:00:00 AM	22/07/2006 10:00:00 AM	Sales visit	Technical discussion	1	No
23/07/2006 08:30:00 AM	/ / : : AM	Meeting	Mr. Jules Sanderson@FRASER DIVING INTERNATIONAL LTD	0	No
23/07/2006 11:00:00 AM	23/07/2006 12:00:00 AM	Follow up	Offer follow up	3	Yes

OPPORTUNITY RECORD

CRM - OPPORTUNITY RECORD

Usually this screen is loaded from a selected Contact, So it will load all the Opportunity of that contact.

Inside this window, user can Filter the opportunity status wise, division wise, date wise etc

o Here the user can view all the opportunities and respective details

o Double click on opportunity will load the opportunity coding screen

o Details can be viewed in the right hand side window

o All the documents/designs related to this job will be displayed in the design factor

o QSR provide the QSR report for a particular period, divisional wise

o Costing provide the cost sheet for the selected opportunity

The Zigma button gives sum of cost and sale

Value of the opportunity ( current view)

Ø Use filter to select the records date wise, status wise, divisional wise etc

Ø Double click to select all status

Ø Remove will release all filters

Ø Opportunity of a particular customer can also be selected

The QSR report available in QSR

For editing an opportunity of a particular customer/contact

ü Locate the contact thru search/seek in Contact Manager

ü Click the opportunity , will load all the opportunity of the contact

ü Locate the required opportunity, the details will be shown in the right side window

ü Double click on opportunity, user will be placed in Opportunity Coding screen

ü Press Edit, and change the information

ü All editing after status O will be going for the approval of authorities, the user need to put proper remark for the editing. Record history will be there for all the changes made

ü From the opportunity Coding screen, the user can sent the ORDER ACKNOWLEDGMENT, using the short cut keys. The file can be saved in user desktop and send to the customer.

ü The same file needs to be attached to the DESIGN FACTORS, of the opportunity in CRM. Once attached the user can remove the file from his local computer.

ü If the file name is ORDER ACK, It will be easy to recognize

ü Similarly user can attach the estimated cost sheet and other relevant document in the Design Factor ( use + to add, x to remove ) , use the proper filename to recognize.

ü If the user changing the status to C or L, need to enter the Limit factor

ü Similarly if the name of competitor known, that also need to be entered

ü If status Changed to L from Q, The user need to mention the Limiting factor as well as the competition who win the quote

For clearing Overdue list

1. Locate the contact notes thru CRM contact manager

2. Edit the Notes, and change the Call Frequency so that the next call will be a future date

3. If no need for a future visit, please mark it as call completed,then call freq is not applicable and

save

CRM REPORT

CRM CRM REPORTS

CALL REPORT

Call Report (01/07/2006-30/07/2006)

Date	Contact	Company
MOHAN .J
02/07/2006 04:00:00 AM	Mr. koshy	EMIRATES BUILIDING SYSTEMS
	I had visited and met the person. I had discussed in general. Now the offer is waiting for technical review.
02/07/2006 10:00:00 AM	Mr. Edwin Dlillas	MARS STEEL
	I had visited and met the person. He said that the project will be finalized next week also he was requested to quote cylinder mounting pads.
02/07/2006 11:00:00 AM	Rashid Hayat	EXCEL INDUSTRIAL CO LTD
	Visited and the met the person. I agreed to much his budgeted price for each set 20,000 AED
02/07/2006 02:00:00 PM		HAMBAKER
	I had visited and met the person. Discussed in general, His client shortly going to finalize the order to him and also they're really seriate on this project once he got the confirmation he will come back to us.

Activity Report

In the call report

If activity report check box clicked, the following report can be retrieved

Call Activity Report (01/07/2006-15/08/2006)

Salesperson	Total Calls	Avg.Calls/Day	Avg.Calls/Week	Calls/Order	Calls/1000 AED
SAMUEL	13.00	0.29	2.02	24.00	0.02
MANAF	6.00	0.13	0.93	14.00	0.02
MOHAN .J	20.00	0.44	3.11	12.00	0.12
KUMAR	1.00	0.02	0.16	32.00	0.00
VISANTH	1.00	0.02	0.16	0.00	0.00
NOORAJ	13.00	0.29	2.02	2.00	0.28
SAMY RAM	13.00	0.29	2.02	12.00	0.19
DARREN	1.00	0.02	0.16	3.00	0.01
VIMAL	14.00	0.31	2.18	11.00	0.49
SUBRA	1.00	0.02	0.16	12.00	0.01
AHMAD	2.00	0.04	0.31	3.00	0.11
RAJEN	13.00	0.29	2.02	1.00	6.50

Overdue/Late Visits Report

Overdue/Late Visits as on 30/07/2006

Call Due	Days Late	Contact	Company	Remark
AHMAD (71)
25/09/2005	308	Mr Hirmas	N S S C	Overdue
03/10/2005	300	Mr Rahman	STAR CEMENT	Overdue
27/11/2005	245	Ms Le Mis		Overdue
25/10/2005	35	Mr Ashraf Saad	AL AHILYA OIL FIELD DEVELOPMENT	Late Visit on 29/11/2005
RAJEN (74)
22/03/2006	130		KELLER GRUNDBAU GMBH	Overdue
03/12/2005	239	Mr. Harish Bhat	CLASSIC EXTRUSIONS	Overdue
03/12/2005	239	Mr. Mukunda Bhandari	AL RAWAA GLASS & MIRROR FACTORY LTD.	Overdue
15/02/2005	302	Dada	TECHNOMECH BUILDING INDUSTRIES	Late Visit on 14/12/2005

Forecast Report

Forecast Opportunities (01/07/2006-30/07/2006)

Company	Opp.Ref.	Value	GP	GP%
Mr. XYZ (35)
ALBAWARDY	06-SHJR-00465	600.00	300.00	100.00%
Mr. ABC(37)
VOLTAS LIMITED	06-SHJR-00464	85,000.00	35,000.00	70.00%
Mr. PQR .J (43)
ETA - MECHANICAL LLC	06-SHJH-00612	2,000.00	(4,000.00)	(0.67)%
NATAN(61)
GECO MECHANICAL & ELECTRICAL	06-SHJF-00457	40,000.00	15,000.00	60.00%

Quote Order Ratio

Quote:Order Ratio (01/07/2006-30/07/2006)

Salesman	Quotes	Orders	Ratio
FERNANDEZ (23)	20	18	90.00%
ABDUL (35)	14	3	21.43%

Late Forecast Report (Order/Sales)

Late Order Forecast Opportunities (01/08/2006-28/08/2006)

Company	Opp.Ref.	Exp.Ord.Dt.	Value	GP	GP%	Status
FERNANDEZ (23)
NATIONAL DRILLING COMPANY	06-SHJH-00663	25-Aug-06	2,000.00	600.00	30.00%	Q
MARIDIVE & OIL SERVICES	06-SHJH-00034	18-Aug-06	660.00	297.00	45.00%	Q
LAMPRELL DUBAI LLC-AED	06-SHJH-00709	10-Aug-06	0.00	0.00	0%	E
NATIONAL OILWELL	06-SHJH-00657.1	25-Aug-06	93,166.00	18,633.00	20.00%	Q
MANIAM (70)
ADPF	06-AUHH-00006	23-Aug-06	802,000.00	360,900.00	45.00%	Q
ADPF	06-AUHH-00011	26-Aug-06	18,750.00	6,562.50	35.00%	Q
ADNATCO	06-AUHH-00020	18-Aug-06	5,000.00	1,750.00	35.00%	Q
FUGRO SURVEY ( MIDDLE EAST ) LTD	06-AUHH-00022	18-Aug-06	30,000.00	10,500.00	35.00%	Q
MATRIX CONSTRCUTION CO	06-AUHH-00033	15-Aug-06	20,000.00	7,000.00	35.00%	Q
AL JABER ENERGY SERVICES	06-AUHH-00040	16-Aug-06	8,484.00	3,817.80	45.00%	Q
SPACEAGE	06-AUHH-00070	18-Aug-06	20,000.00	7,000.00	35.00%	Q
EMIRATES WESTERN PETROLEAUM	06-AUHH-00091	13-Aug-06	6,500.00	2,260.00	34.77%	E
Mr.XYZ(65)
EMIRATES TELE COMMUNICATION & MARINE SERVICES	06-SHJH-00207	23-Aug-06	17,610.00	6,868.00	39.00%	Q
Mr.ABC(74)
ATG LTD HZC	06-SHJH-00344.3	23-Aug-06	1,267,640.00	430,997.60	34.00%	Q

Sales Report

Sales Report (01/08/2006-28/08/2006)

Invoice No.	Amount	Received	Outstanding
FERNANDEZ (23)
17601	9,435.57	0.00	9,435.57
17609	37,947.80	0.00	37,947.80
17638	63,696.52	0.00	63,696.52
17649	10,345.73	0.00	10,345.73
17650	53,949.00	0.00	53,949.00
17665	63,696.52	0.00	63,696.52
17669	1,080.00	0.00	1,080.00
17675	10,554.92	0.00	10,554.92
17676	660.60	0.00	660.60
17678	57,731.84	5,773.18	51,958.66
17689	136,304.72	136,304.72	0.00

NOTES

All opportunities created will be against a CRM Customer Id, available in our CRM master file

No approval required for Status E,Q etc

If opportunity is converting into Order, we need a valid customer Id in our customer master. Need approval also

If valid customer id not available, system will prompt it, and user need to create a customer id in our customer master . The user can import the information from CRM master while creating customer id

Owner can only change the Job status

All job with status O, if edited will go for approval again

While selecting CRM customer in Opportunity record,

if you found duplicate, (please merge those customer using the shortcut menu )

FOR MERGING please contact IT Support or do as follows

1 Go to opportunity coding screen

2 click edit

3 select the original CRM customer thru lookup

4 click on shortcut

5 select merge company

6 select the company to merge to the master

7 repeat 5,6 till no more duplicates ( u need to refresh the lookup window for removing the merged companies)

PAYROLL

ü PAYROLL ENTRIES

ü TIME SHEET ENTRIES

ü ATTENDANCE ENTRIES

ü EMPLOYEE DOCUMENTS

ü EMPLOYEE RECORDS

]

Payroll Entries

PAYROLL PAYROLL ENTRIES

This windows is used for entering any deduction in employee salary

STEPS

Ø Select Month and click the ADD button

Ø Enter the deduction details by selecting employee from the lookup.

Ø Enter the deduction details in the Deduction column.

ERP will show the gen ledger balance at the top right hand corner of your screen when you reach at the deduction cell

After completion of deduction entries of all employees

Ø Click apply overtime button. It will load all time sheet data with overtime. ERP will keep only one record for any employee. So the overtime and deduction details of an employee will be merged and kept as a record.

Ø If you want to add any more employee deduction detail after loading the time sheet data , move to the a blank row at the end of records and complete your entry by selecting the employee from employee master.

Ø Save your entries by clicking the SAVE button.

Ø Now you can take the payroll statement of the month

Time Sheet

PAYROLL Timesheet Entry

Time sheet entry should be done by the co-ordinators, entries should be done within 10 days

Newly created/ edited timesheet will go for approval

If entry consists job no of other division, it will go for the approval of other division HOD also, such entries where highlighted.

Ø Click on add for adding new entry, entries has to be make on daily basis

Ø For editing find using navigation button and press edit

Ø Select the employee name,job/asset form the lookup

Ø Enter the other details

Ø Save and can send for approval of HOD

Ø The reports are available in Time sheet Reports ( PAYROOL – REPORT – TIMESHEET)

Attendance Register

PAYROLL Attendance Register

The provision for viewing and editing attendance register is available here.

Ø Find and select the Employee from the lookup

Navigation button bar will navigate you among employee records one by one

Ø Load for loading the attendance register for editing

Employee Leave Record

PAYROLL Employee Leave Record

The use can enter the Leave of employees here. This will be reflected in various ERP reports

Ø Find and select the Employee from the lookup

Ø Navigation button bar will navigate you among employee records one by one

Ø Enter the details and save

Employee Documents

Payroll --- Employee document

Ø Find and select the Employee from the lookup

Ø Use Add button to add the different document details of the Employee.

Ø Navigation button bar will navigate you among employee records one by one

Additional notes can be entered in Notes window.

TOOLS
ADMIN

Approval Status Settings

File Open Approval Status

Using the screen Proxy the documents of an approving authority can be transferred to another.

Proxy of authority can be set.

The authority can be transferred to another person by typing here and press the command button next to this. This transfer can make permanent checking the permanent box. To reset the declined status to new while transferring authority check the reset status box

System settings

Tools Settings

Server application

Tools Server

ERP has to be stared as *auto user in server and this application has to be started for different automatic processing such as

o Update job Cost

o Notify Delayed Purchase Order

o Birth day Notification etc

Send Documents Any

File Open Approval Status

Bridging

Tools Bridging

Log report

Tools Log report

ACCOUNTS

Purchase Voucher (Inventory)

ACCOUNTS PURCHASE INVENTORY PURCHASE

Ø Inventory purchase voucher can be created against an approved GRN

Ø Select your GRN no thru the FIND lookup OR give your GRN no after clicking ADD

Ø The previous and next button help you to navigate among the existing record

Inventory Purchase voucher lookup help you to

Select the record either thru GRN# , PO#

Supplier or ref

To allocate against any ref. Keep this button check while updating

Purchase Voucher (Invoiced Price)

If there any price difference in invoice with PO (due to the exchange difference etc) that can be adjusted in the invoiced price window shown below.

Some times the two or more GRN may be received against a PO and only one invoice for all GRN is received.

In such cases GRN can be merged and purchase voucher can be created against the merged GRN . Similarly if supplier send two or more invoices against a GRN , GRN can be split and against that the purchase voucher can be prepared

The following windows will help you to do that.

Purchase Voucher (Purchase expenses)

Ø If there are more additional expenses incurred in this , the detail can be entered in the purchase expense window shown below.

Ø IF the amount is larger, the user should raise an MR to meet the amendment in the PO value. In such MR, the principal PO no should be mentioned.

Ø This window can be accessed thru Inventory purchase

Purchase Voucher (Service)

ACCOUNTS PURCHASE SURVICE PURCHASE

For the service purchase voucher

The debit A/c details can be entered in the third section

Receipt Voucher

ACCOUNTS VOUCHER RECEIPT

Payment Voucher

ACCOUNTS VOUCHER PAYMENT

Debit Note

ACCOUNTS VOUCHER DEBIT NOTE

Credit Note

ACCOUNTS VOUCHER CREDIT NOTE

Journal Voucher

ACCOUNTS VOUCHER JOURNAL

Invoice - Draft

ACCOUNTS Invoice Draft

Invoice – Draft / Performa

ACCOUNTS Invoice Performa

Invoice - Final

ACCOUNTS Invoice Final

Customer Statement

ACCOUNTS Reports Customer Customer Statement

Top Customer

ACCOUNTS Reports Customer Top Customer

Supplier Statement

ACCOUNTS Reports Supplier Supplier Statement

Accounting Reports

ACCOUNTS Reports Customer Customer Staement

ACCOUNTS Reports Ledger print

ACCOUNTS Reports Journal Listing

ACCOUNTS Reports Receipt listing

ACCOUNTS Reports Payment Listing

ACCOUNTS Reports Cheque Listing

ACCOUNTS Reports Asset list

Financial Reports – Trial balance

ACCOUNTS Financial Reports Trial Balance

Financial Reports

ACCOUNTS Financial Reports Profit and Loss Statement

ACCOUNTS Financial Reports Balance Sheet

OUT STANDING INVOICE COMMENTS / DEBT COLLECTION

For keeping track of outstanding invoices and status of payment from the customer, this screen is used in ERP.

The entered comments will be shown in the outstanding report that can be viewed and reviewed by the management

The user needs to update the information regularly.

ACCOUNTS REPORT CUSTOMER CUSTOMER-STATEMENT

Select the required customer from the customer statement

Click the button OS COMMENTS

U will get the following screen

Ø The recent remark will be highlighted, The user can review it and act accordingly, if need to call the customer contacts will be available thru the telephone shortcut to the customer master

Ø The aged outstanding details are shown in the screen, After entering the comments click UPDATE

Ø Comments can be entered against each invoice, all comments entered will be shown in screen ,

Order Acknowledgment – Job file

Order acknowledgment can be sent thru ERP

File _ New _ Job

From the short cut menu select the send the order acknowledgement. ERP will populate a word document having all relevant information about the job, User can save it and

ORDER ACKNOWLEDGEMENT

Date: 25/06/2006

Name of the Company	:	ENTINE MARITIME
Email id.	:	mgl@msgulf.com
Your PO. Ref.	:	V3/06/07-AC
Kind Attn.	:	Mr. Xyz
Our Ref.#	:	06-AUHH-00060
Sales Person	:	Mr. Abc
Contact No.	:	06-5280801 Ext.

Dear Sir,

We thankfully acknowledge your confirmation received on 22/06/2006 and confirm our intent to proceed with the job.

Delivery : 2 weeks from the date of order.
Payment : 30% advance balance

No.	Item Description	Total Price
1.	SUPPLY OF HAGGLUNDS HYDRAULIC MOTOR	69580

Thanks & best regards,

MASTER FILES

Master Files

The following master files need to setup for the working of ERP

o Company For opening a new company under ERP [ administrative]

o User Manager For managing the users of ERP [ administrative]

o Chart of A/c Creating / modifying different Accounts

o Fixed Asset Master Creating Fixed Assets

o Journal Code Code of Journal

o Opportunity Code/Job Creating jobs

o Department New department/division under a company

o Stores New store under a company ( branch stores )

o Customer Master Customers

o Customer Category Category of Customers

o Supplier Master Suppliers

o Supplier Category Category of Suppliers

o Item Group Item group ( for inventory items)

o Item Master Item Master

o Employee Master Employee management

o Salesman Master Salesman

User Manager Administrative

User manager has three sections.

Users – Here you can Add/remove the users

Privileges- Here you can load the ERP menu and can set the privilege of each submenu to

a selected user. The Copy from option can be used to copy all the privilege of a user to the currently selected user. Use update to save your changes

Settings – Here setting like proxy, signature etc are possible

If the user has got privileges of GRN / MIN his store/branch id should be selected here. He should not make GRN/MIN in other stores.

A user can be blocked for accessing ERP by setting restricted .t.

The user level must be regular for the users except IT dept.

The approval, approval notification, requisition status windows are some of the windows that can be enabled/ disabled for the user. This will be set according to the user level.

New Company Administraive

To setup a new company in the ERP,

Use the FILE – NEW – COMPANY option

Enter the details of the company and save it. Verify & Update should be used to update the recent developments in ERP tables and data structure. For that you must be in the Sharjah Company, after selecting the company using find, click verify and update. The additional fields and indexes were generated by this.

A folder has to be created in the server to keep the ERP data of this company. That name has to be specified

After the company setup, all the master files like Chart of A/c, Customer, Supplier, and Item should be created.

Ø Each company will be working in separate data environment.

Ø The user can log into their own company and work.

Ø The approving authorities need to start different session of ERP and periodically switch among sessions to perform their duties

Trouble shooting

Copy the UAE folder data files to the newly created folder and perform verify and update

Chart of A/c

All accounts in the company should be created thru this screen

The main accounts heads are classified as

Name Type A/c no starts with

ASSET G 1

LIABILITY G 2

EQUITY G 3

REVENUE G 4

EXPENDITURE G 5

The use can devise his own Chart of A/c by arranging groups inside groups and individual account (Type Detail) among groups.

Features

Ø General and Details accounts can be created. Usually details A/c are grouped under the General A/c. Usually entries are passed to the details a/c.

Ø A/c can be deleted ( if it is not at all affecting the book of a/c )

Ø The user can set the opening balance

Ø The user can Rename the accounts

Ø The accounts can me merged and by transferring one from another and deactivating the later. For that rename the account with starting letter *

The Chart of A/c can be viewed in sorted / Tree order.

But all the operation should be carried out only in normal mode

Chart of A/c – samples

Accounts groups & subgroups

Fixed Asset Master

FILE NEW FIXED ASSET

Here the user can create Fixed assets and set the depreciation percentage for the item with other details such as category, div etc.

Date of purchase and date of depreciation will be taken from the corresponding purchase bill of the asset.

All the items under a fixed asset having value more than 5000 are treated as sub asset.

Fixed Asset Disposal

ACCOUNTS EPORT FIXED ASSET DISPOSAL

Fixed asset disposal can be done thru this screen.

The difference amount (Current value of asset (initial value - acc.dep.value) - selling price) will be adjusted to LOSS/GAIN ON SALE OF FIXED ASSET A/c

For getting the value of a fixed asset this screen can be used.

Apply Depreciation

ACCOUNTS EPORT FIXED ASSET LIST APPLY DEPPRECIATION

Depreciation of Fixed asset can be applied thru this module; it can be applied daily, weekly or monthly.

Employee Master

File New Employee Master

Employee Salary Structure

Payroll Payroll structure

Sales Man Master

File New Salesman

Salesman of company should be registered here

Item group

Inventory Item group

New inventory group can be made thru this screen

Store

File New Store

Department / Division

File New Department

Journal Code

File New Journal code

Drill down and Reconciliation

ACCOUNTS FIN REPORTS DRILL DOWN

Ø Select the Ledger A/c

Ø Click for details over the document no bar

Ø Double click for viewing the document

Ø In the case of Bank reconciliation, Click OK for verification marking, user can undo also

Ø The user can view (verified / Not verified / All)

Ø Save the markings with SAVE button

Customer Satisfaction Survey

Customer Satisfaction survey form is automatically sends to the Customer Email address upon making of invoice (once in 6 months).

It can send manually (once in a month) , review the responses thru the Customer satisfaction survey screen

FILE NEW CUSTOMER

Click the short cut button OR click the short cut menu displayed on the top right hand corner

Select Customer Satisfaction Survey

For sending a survey request

Select the customer ( once in 6 months ERP is automatically sending while making invoices)

Click on Send

For reviewing the response

Click Update, ( for uploading recent updates from our web server to ERP), it will load all responses

Select the customer, IF NO CUSTOMER SELECTED ALL RESPONSES WILL BE DISPLAYED

Click on Refresh

Survey send date, and by Responses received, double click to view the response in excel

SURVEY SAMPLE FORMAT

REVIEW RESULT SAMPLE

Customer Satisfaction Survey
By: CASH CUSTOMER

Thank you for taking the Customer Satisfaction Survey. The survey should take less than five minutes of your time to complete.
Click the "Submit" button to submit the survey.

Please rate your satisfaction level with each of the following statements.

1 = very dissatisfied
2 = somewhat dissatisfied
3 = neutral
4 = somewhat satisfied
5 = very satisfied

Product

1. How satisfied are you with the solutions offered by the product?
2. How satisfied are you with time and cost savings achieved?
3. How satisfying is the quality of the product?
4. Rate your satisfaction with the product's documentation.
5. Rate your overall satisfaction with the product.

Technical Support

6. How satisfied are you with the responsiveness of the Technical Support?
7. How satisfied are you with the Technical Support services hours?
8. Rate your overall satisfaction with the technical support.

Company

9. Rate your overall satisfaction with the customer service.
10. Overall, how satisfied are you with the company?

11. How can we improve your customer experience?

Work Order

For creating the work order Production work order

User need to select the job no / Asset from the lookup, (can search against job no, client, details, customer PO )

Task sequence, select the numerical no starting from 1

Select the work type against the task

Each task sequence should be shown in different color in project plan

Delivery date in the task sequence will help the user to find the variance date for delivery

Work order no will be assigned by the system sequentially among each task

Feed the other information and save.

The predecessor will fix the predecessor of this work order by searching within the task, within other task etc

Color code can be assigned to task using the color pallete icon

Delete will help the user to delete the current workorder / entire work order in the task

The user can take the work order print out, which will show as below

All the work order in job/project will help the system to generate the production plan

This can be taken using the short cut 4

PRDUCTION – REPORT – WORK ORDER

The production plan will give the user the task against all job for the date range specified

The activity plan is the jobe wise chart, for the given date range

Work order list will give the details of work order issued

Detialed production plan is the jobwise report showing the activities planned against that

SAMPLE PRODUCTION PLAN

Plan 01/07/2005-31/07/2005
Job/Asset	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	31
CTS002-CYLINDER TEST BED		8	8																						8	8	4
04/07114HHS- (ABU DHABI SHIP BUILDING)														8
04/08043HHD- (DUBAI CABLE COMPANY (PRIVATE) LIMITED)			##	4	8	25	8							2
04/09149HHD- (ONYX INDUSTRIES)	8
05-AUHF-00007-O (RAJAB TRADING COMPANY LLC)			8
05-AUHH-00019-O (ABU DHABI PIPE FACTORY)		24		8	12		1		1
05-SHJH-00019-O (NOBLE DRILLING SERVICES)			24
05-SHJH-00039-O (CENTRAL ASIA)				16	4		11							8			12	8						6	4	8
05-SHJH-00059-O (AL JAZEERA FACTORY)	8	8	8	8		15	38			36				24	8		10						5	13	8	8	16			8
05-SHJH-00065-O (CASPIAN LTD)							8				8			16							8			4	8	8	8			16
05-SHJH-00073-O (HYDRAULIC DIV)		8			8	4								16										2	12	4	4	2
05-SHJH-00151-O (LAMPRELL DUBAI LLC)		8	8	8	16	16	25			4								6						12	4	4	8
05-SHJH-00307-O (BAHRAIN WLL)						8
05-SHJH-00380-O (WEATHERFORD OIL TOOL MIDDLE EA)														8
05-SHJH-00392-O (CASPIAN LTD)		8	4	16	32									8
05-SHJH-00424-O (RENTAL)					4
05-SHJH-00437-O (DUBAI DRY DOCKS)		8
05-SHJH-00494-O (LAMPRELL DUBAI LLC)		8
05-SHJH-00581-O (SUBTEC MIDDLE EAST)																							3	20			8			4
05-SHJH-00584-O (RENTAL)						16
05-SHJH-00623-O (PRODUCTS DIVISION)										11				2										4
05-SHJH-00625-O (NOBLE INTERNATIONAL LTD)														6													8
05-SHJH-00632-O (FILTRATION DIV)														8
05-SHJH-00674-O (RENTAL)																														8
05-SHJH-00677-O (RENTAL)																									8	8	16			8
05-SHJH-00699-O (FILTRATION DIV)														4										1
05-SHJH-00718-O (KCA DEUTAG DRILLING GMBG)																														8
05-SHJH-00721-O (RENTAL)																												4
05-SHJH-01182-O (RENTAL)							4
WORKSHOP - HH**-		8	24	32	20	16
0	16	88	##	92	##	##	95	0	1	51	8	0	0	##	8	8	22	22	0	0	8	0	8	75	63	56	##	8	0	60
FABRIACTION AND GENA
FABRICATION
FABRICATION AND GENE
FINAL ASSEMBLY
GENERAL ASSEMBLY
HYDRAULIC PIPING
PAINTING
TESTING
WELDING

DETAILED PROJECT PLAN

No.	Task Name	Duration	Start	Finish	27	28	29	30	31
	05-SHJH-00597- OVERHAUL OF JACKING SYSTEM AND CRANES ON RIG CD 1	24.00	27-07-2005 21:16	31-07-2005 16:50
Task 1	PAINTING	24.00	27-07-2005 21:16	31-07-2005 16:50
1.10	1 Cylinder chipping 2 Primer painting 3 Final painting	8.00	27-07-2005 21:16	28-07-2005 05:16
1.20	1 Cylinder chipping 2 Primer painting	8.00	30-07-2005 00:05	30-07-2005 08:05
1.30	1 Cylinder final painting	4.00	31-07-2005 12:50	31-07-2005 16:50
1.40	1 Cylinder final painting	4.00	31-07-2005 12:50	31-07-2005 16:50

WORK ORDER LIST

Sl.No.	Job No./Asset	Issue Date		Work Status	Hours
590	05-SHJH-00597 (SWIRE PRODUCTION SOLUTIONS)	27-Jul-05	PAINTING	PROGRESS	8
597	05-SHJH-00597 (SWIRE PRODUCTION SOLUTIONS)	30-Jul-05	PAINTING	PROGRESS	8
604	05-SHJH-00597 (SWIRE PRODUCTION SOLUTIONS)	30-Jul-05	PAINTING	PROGRESS	4
605	05-SHJH-00597 (SWIRE PRODUCTION SOLUTIONS)	30-Jul-05	PAINTING	PROGRESS	4

ACTIVITY PLAN

Plan 01/07/2005-31/07/2005
Task Name	1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19

FABRIACTION AND GENA
FABRICATION		16			16	32				6	4			8		8		8
FABRICATION AND GENE
FINAL ASSEMBLY		24	40	24										40	8		8	8
GENERAL ASSEMBLY	8	16	32	44	40	36	57		1	25	4			14			8
HYDRAULIC PIPING	8	8	8	8	24	16	22			20				18
PAINTING		8	12	16	16	8	16							30			6	6
TESTING		16
WELDING			##		8	8

CREATE PROJECT FROM REFERENCE AND ADJUSTING DATE

Using short cut 2, the user can start new job/project from an old reference.

User need to enter the completion date,

System will provide all the work order counting back from the delivery date

If any holiday comes under such planning, the system can shift the date in the plan by avoiding holiday. For that use the shortcut 4.

WORKER HOUR LOADING

We can load the available work hour of different type or workers using this page frame

Use + to add, - to remove, and * to fill all date with a value

Bill of Material

Production bill of Material

BOM can be created against job / quotation no.

Select the Item id from the lookup

If item not available ,user need to create required item using item master

BOM can be exported to excel using excel button

OPPORTUNITY CODING

The status of code start from E (Enquiry) and it will be converting into Q (quoted), O (order confirmed) etc . Once opportunity is logged in the system BOM can be prepared and Quote accordingly

BOM / Drawings

PROJECT PLAN / WORK ORDER

Order processing (Material Request / Purchase Request / Service Request )

JOB Time Log

Workers need to login / logout their work time against each work order thru ERP

For this

Select PRODUCTION JOB TIME LOG

Workers need to scan the work order bar code printed on work order

Scan the employee id card ( barcode )

if same employee scans against same work order again it will be treated as the out time

Job Time Log Reports

Thru the shortcut menu, reports can be viewed

1. Report

WOSLNO	EMPLOYEE ID	DT	HRS	NAME	JOB NO
2588	130	06/11/2005	9.3333	ABC	05-SHJH-00362
2616	90	06/11/2005	3.8228	XYZ	05-SHJH-00182
2616	90	06/11/2005	0.0047	XYZ	05-SHJH-00182
2618	90	06/11/2005	3.3803	ABC	05-SHJH-00182
2623	41	06/11/2005	8.8247	PQR	05-SHJH-00622
2621	104	06/11/2005	8.8475	XYZ	05-SHJH-00746

2. Report with remark ( which is put by the user while log out)

3. list of work not signed out

Free hand cheque printing

In PAYMENT VOUCHER (Accounts / Voucher / Payment)

Right click over the Cheque check box and select free hand printing

Enter the cheque details

Predefined bank cheque format can be selected

If new format needed, contact IT for defining new format

Date will be incremented over a month for each additional copy