MobileERP How to explanations for ERP Implementation scenarios

Method 1: Use Simple 10 Step Method to implement Entire ERP with most things used which is predefined in ERP.

How to do ERP Implemention for my business in just 10 simple steps?

Steps-->

Activities

Define your company and all its Branches and Retail Outlest

Define your Sales organization and Customers

Enter all your Suppliers, Subcontractors and Manufacturing Plants

Enter all Bank Accounts details for your company

Insert Account Opening Balances and Match Trial Balance

Add ProductGroups and Add Products, SubAssemblies, Raw materials, Consumables, Assets in ITEM Master

Setup your products Pricing and Promotion schemes

Setup your manufacturing processes and its Bill of Materials, Machines and Work centers.

Enter All Employees with Designations & Departments working in your company

Enter Employee Specific Pay and Leave Structures with Leave Opening balances

Folders

Company/Branch/RO/Stores

SalesOrg / Customers

Suppliers

Banks

Accounts / TB / BLPL / Budget

ProductGroup / ITEM Master /OP.STK

Pricelist

MC/WC/Process/BOM

Desig/Dept/Employees

Leave Setup / PayStructures

Example

Company ABC & Co.

Territorry/Prtnr/Salesmen

SupplierName

BankName

Select predefined Accounts

Name

Upsell

MC-Mchines

Designation

Modify predefined Leave Structure

Company Logo

CustomerName

Address

Type of Account

Select predefined AccYear

Image

Crosssell

WC-Workcenters

EmployeeName

Leave Setup for each employee

Address

Phone no

Accountno

Enter Opening Balance in Acc

Description

Discounts

Process / Operation / Route sheets

Address

Leave Opening balance entry

Branch xyz

Phone no

Email no

Dateof opening

Setup Budget/BLPL Groups

Price (ECOM/POS)

Schemes

BOM-Bill of Materials

Phone No

Modify pre-defined Paystructures

Retail Outlet abc

Email no

Website

BankAddress

Verify Trial Balance

MULTIPLIER:1KG=10MM

Customerwise

(IN MM)

Email No

Stores

Website

Tax Reg. Nos.

Phone no

Verify Balance Sheet

Classify Items for

Itemwise

CostCategory (Auto)

Warehouse

Sundry Debtors Ac (Auto)

Sundry Creditor Ac (Auto)

Bank Acc (Auto)

Verify P&L

Normal/eComm/Retail/Kiosks/Auction Sales

QTY Rangewise

CostCenter(Auto)

Work

Manual Edit/Entry

Manual Entry

Modify pre-defined data

Method 2: Use Lengthy full fledge implementation details and implement ERP manually in lengthy steps.

How do I set up my online and basic business with help of ERP?

Steps-->

Activities

Setup your company

Add Products

Setup your products Pricing and Promotion schemes

Setup Payment Methods

Setup Shipping

Setup Tax

Design your website

Open for business

Folders

Company

ITEM

Pricelist

PayMethods

Transporter

TaxStructure

Website

Publish

Example

ABC & Co.

Name

Upsell

PayPal

UPS

VAT Registration

HomePage

Domain Reg.

Logo.gif

Image

Crosssell

Bank Accounts

FEDEX

Withholding Tax Registration

ProductsPage

Domain Pointing

Address

Description

Discounts

Current/Hedge/CC

DHL

TDS Registrations

Service/SupportFAQ

TaxNos.

Price

Schemes

EFT

MARUTI

ContactPage

Theme

VAT

DisclaimerPage

Classify Items for

Cheque

TermsPage

Normal/eComm/Retail/Kiosks/Auction Sales

Work

Manul Edit

Manual Entry

Pre-defined in ERP

Pre-defined in ERP System

Pre-defined in ERP System as per

Auto / pre-defined in

Request for this services

country in which it will operate

ERP Systems

How to do HR Organization Setup in details?

Steps-->

Activities

Accounting Year & Holiday setup

Departments setup

Designation setup

Role and its ERP Right setup

Posts or User creation

Posts Role Setup (UGUsers)

Posts KPI Setup

Posts 6-Sigma Setup

Posts Tree Setup

Posts Top10/Last10 Cockpit setup

Posts Report Cockpit setup

Posts Alert Setup

Posts Wizard setup

Posts specific special rights

Posts Graph Setup

Comm Message Setup

Howto wise user setup

Folders

Calender

Department

Designation

UserGroup

Users

UGUsers

KPIsetup

6-sigma

Usergroup

Alertsetup

wizardsetup

Usergroup

Comm Setup

Howto Setup

Example

15th August

Departmentname = Marketing

Designationname = Manager

UserGroup =Marketing Manager

User = MKTGMGR

MarketingManager = MKTGMGR

Based on ISO Quality objectives

Delivery Perfo baseline=3

Sales Organization tree

CRMcockpit

CRMReports

If SO not approved in 24 hrs = Escalate to CEO

Customer Wizard = MKTGMGR

Workflow = MKTGMGR

Bar Chart = MKTGMGR

Email/SMS Messages / Covering letter

Who will do Blanket Purchase flow?

Ind. Day holiday

ERPDocument/Folder = Add/Edit

Folder, Email etc. to be standardized

Manager

Sales This month vs last month

Pre-defined in ERP system

Work

Pre-defined in ERP system

Pre-defined in ERP System

Pre-defined in ERP Ssystem

Pre-defined in ERP System

How to do Product Engineering and Product Life Cycle Management?

Steps-->

Activities

Entre Product Group

Entre Finished Product

Entre Sub Assembly

Entre Raw Materials

Enter Manufacturing Process & Operations

Enter the Bill of Materials

Create Workcenters

Setup Workcenters wise Operations and Items consumed

Folders

Product group

Item Master

Process Master

BOM

Workcenter

OperationItems

Example

Finished Goods

Wire

Billet

Tin

Process = Mfgwire

BOM Type = Normal

Workcenter=WC1

WC=WC1

Raw Materials

Lead

Operation = Cutting

Start Item = Wire

OP=OP1

Sub Assembly

Target time = 1 days

End Item =Billet

ITEM=Billet

Product=Wire

End Qty = 100 kg.

Work

Manual/Pre-defined

Manually defined

Manual Optional

as per industry

How to setup Chart Of Accounts, Cost Centres, Activity Based Cost, Budgets?

Steps-->

Activities

Setup Branch for which u want to maintain separate accounting

Setup Accounting group and Sub group

Setup Analysis Group

Setup Accounts and there Opening Balance in Detail part

Setup Cost centre group

Setup Cost Centre Category

Setup Cost Centre

Define Activity and % wise breakup of cost.

Define Budget Amount Department Wise

Folders

Branch / BLPLGroups

ACCGROUP

Analysis Group

Accouts Open

Cost Centre Group

Cost Centre Category

Cost Centre Open

Postgroup

Budget Master

Example

01/04/2009 to 31/03/2010

Fixed Assets (Group)

Movable Assets (Sub Group)

Computers A/c, Furniture A/c etc

Manufacturing Dept. (Group)

Purchase Dept. Stores Dept. etc (Sub Group)

Employee Name

Payslip Preparation Activity

Travel Expense budget for January 09

Movable Assets (Sub Group) Immovable Assets (Sub Group)

Computers, Machinery, Furniture etc

20% of Employee Salary

Rs. 20000

Work

Manually entered in ERP

Pre-defined in ERP

Manually entered

How to setup Chart Of Accounts, Cost Centres, Activity Based Cost, Budgets?

Steps-->

Activities

Setup Existing Stores

Setup Existing Raw Material Stock & Consumption Accounts

Setup Existing Warehouses

Setup Existing Finished Goods Stock Accounts

Setup Existing Manufacturing Plants

Setup Existing WIP Stock & Consumption Accounts

Setup Existing Supplier

Setup Existing Sundry Creditors Accounts

Setup Existing Customers

Setup Existing Sundry Debtors Accounts

Setup Existing Assets

Setup Fixed Assets Accounts

Setup Existing Bank Details

Setup Bank Accounts

Setup Existing Direct Expense Types

Setup Direct Expense Accounts

Setup Existing Indirect Expense Types

Folders

Stores

Accounts

Warehouse

Accounts

Plant

Accounts

Suppliers

Accounts

Customers

Accounts

Assets

Accounts

Banks

Accounts

Expenses

Accounts

Expenses

Example

RM Store

RM Stock

FG Warehouse

FG Stock

Plant 1

WIP Stock

Supplier 1

Customers 1

Asset 1

Bank 1

Salary

FG Store

RM Consumption

FG Consumption

Plant 2

WIP Consumption

Supplier 2

Customers 2

Asset 2

Bank 2

Electricity

Telephone

Spares Store

Work

Manually entered

Pre-defined in ERP

Manually entered

Pre-defined in ERP

Manually entered

Auto entered

Manually entered

Auto entered

Manually entered

Pre-defined in ERP

Manually entered

Pre-defined in ERP

Steps-->

Activities

Setup Indirect Expense Accounts

Setup my Taxes

Setup my Tax Accounts

Setup Indirect Incomes other then Sales

Setup Indirect Income Accounts

Setup Existing direct income or Sales Types

Setup Direct Income Sales Accounts

Setup Purchase Types

Setup Purchase Accounts

Setup Share Capital

Setup Share Capital Accounts

Setup Investments done

Setup Investment Accounts

Setup Provisions

Setup Provisions Accounts

Setup Loans given details

Setup Loans Assets Accounts

Setup Loans taken details

Setup Loans Liabilities Accounts

Folders

Accounts

Taxes

Accounts

Income

Accounts

Income

Accounts

Purchase

Accounts

Capital

Accounts

Investments

Accounts

Provisions

Accounts

Loans Assets

Accounts

Loans Liability

Accounts

Example

VAT

VAT Receivables

Rentals

Products

Products Sales

RawMaterial

Partner A

Provident Fund

Provisions for Taxes

Employee Loan

Bank Overdraft

Telephone

Excise

VAT Paid

Dividends

Services

Services Sales

Spare & Tools

Partner B

Government Bonds

Unpaid Salaries

Long Term

Consumables

Mutual Funds

Supplier Controlling

Short Term

Labour Charges

Freight Controlling

CC a/c

Machine Charges

Packing Charges

Work

Pre-defined in ERP

Manually entered

Pre-defined in ERP

Manually entered

Pre-defined in ERP

Manually entered

Pre-defined in ERP

Manually entered

Pre-defined in ERP

How to do Year end Processing in 5 simple steps?

Steps-->

Activities

Create a new calender year

Balance Sheet Finalization

Closing of Accounts

Closing of Stocks

Carry forward of Leave

Folders

Calender

ACCOUNTS

STOCKS

LEAVE

Example

Year09-10

Dr. Acc

From year 2009

Cr. Acc

To year 2010

Posting Differed Taxes

with Asset closing

Posting Depreciations

Work

Manual Entry

Manual entry / Posting

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