| MobileERP How to explanations for SCM: Supply
Chain Management Scenarios for various industries |
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Copyright 2009 MobileERP Softech P
Ltd. India. |
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| SCM System for Manufacturing business |
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| Steps-> |
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| Process |
Indent ITEM |
Search Supplier |
Select Supplier |
Procurement |
Material Rcvd |
Bill Passing |
Payment |
Management Reports |
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| Steps-> |
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2 |
3 |
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6 |
7 |
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| Process |
Diapatch Advise |
Production Plan |
WorkOrder |
Material Issed |
Shopfloor |
Warehouse In |
WarehouseOut |
Management Reports |
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| How to do Normal
Boughtout Purchase, purchase return and its corresponding Store Operations? |
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| Steps--> |
1 |
2 |
3 |
4 |
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6 |
7 |
8 |
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| Activities |
Raise
PR/Indent for Item to be Purchased |
Send
Request For Quotes to Supplier |
Receive
Quotes from Supplier |
Select
Best Supplier by Supplier Comparision. |
Generate
PO for the Supplier |
Receive Material from Supplier |
QC
Check |
Debit
Note is sent to Supplier for Material Rejection |
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| Folders |
PR / Indent |
RFQ / RFI / RFP |
Supplier Quotes |
Auto PO |
PO |
DO Receive |
IQC |
Debit
Note Print |
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| Example |
Item = Mouse |
Item = Mouse |
Item = Mouse |
Last 5 PO |
Item = Mouse |
Item = Mouse |
Mouse Item Rej 10 |
Mouse Item Rej 10 |
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Qty = 100 Pcs. |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Last 5 Quotes |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Qty Rej* Rate |
Qty Rej* Rate |
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Methods |
Supplier = XYZ |
Rate = 10Rs/Pcs. |
Supplier Master Rate |
Rate = 10Rs/Pcs. |
Rate = 10Rs/Pcs. |
Qty 10*10Rs = 100 |
Qty 10*10Rs = 100 |
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Manual |
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Supplier = XYZ |
Supplier Rating |
Supplier = XYZ |
Supplier = XYZ |
Purchase Return flow |
Purchase Return flow |
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MRP |
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(3 Quotes Compulsory) |
Quality |
Methods |
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Accepted=70 |
DTSL NO: DTA/110/YEAR |
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ROP |
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Quantity |
LastPORate |
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Accepted under deviation=20 |
NO IN SEQ. OF EXINV |
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Kanban |
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Time |
LastQuoteRate |
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Rework=5 |
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Self-Service |
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Service |
SupplierMasterRate |
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Reject=0 |
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MR2PR |
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Replace=5 |
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| WORK |
ENTRY |
ENTRY/PRINT |
ENTRY |
REPORT |
POSTING/EDITING/PRINT |
ENTRY |
ENTRY |
REPORT |
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| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
15a |
15b |
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| Activities |
Enter
Charges for bringing Item to Store |
GRN
Posting for Item |
Stock
will be updated for Item |
Supplier will send Invoice |
Purchase
Voucher Posting for Supplier |
Payment
made to Supplier |
Print
Cheque and send to Supplier |
Send
Payment Via EFT to Supplier |
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| Folders |
Charge Sheet Entry |
GRN
Posting |
Stock Card |
PI Entry |
Purchase Voucher |
Payment Voucher |
ChequePrinting |
EFTPayment |
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| Example |
Rs 900 as Freight Charges |
Qty App* Rate+Freight Charges |
Qty = 90 |
Qty App*Rate |
Purchase A/C Dr 1000 |
Creditors A/c Dr. 1000 |
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90*10+900 |
Amt = 1800 |
Qty 90*Rs 10 = 900 |
Vat A/c Dr 100 |
To Cash/Bank A/c 1000 |
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Rs 1800 |
Rate= 20 |
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To Creditors A/c 1100 |
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DebitNote Entry (Auto) |
JV Entry (Auto) |
Qty Rate = 20/Pcs. |
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Creditor A/C DR110 |
Stock A/C DR 1800 |
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BILLPASSING |
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To Purchase ret A/C 100 |
To Purchase A/C 900 |
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To VAT A/C 10 |
To Freight A/C 900 |
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| WORK |
ENTRY |
POSTING |
REPORT |
POSTING |
POSTING |
ENTRY |
REPORT |
REPORT |
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| How to do Blanket
Purchase and corresponding store operation? |
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| Steps--> |
1 |
2 |
3 |
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6 |
7 |
8 |
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| Activities |
Generate one
time in a year PO Manually for the Supplier |
Receive Material from Supplier |
QC Check |
Debit Note is
sent to Supplier for Material Rejection |
Enter Charges
for bringing Item to Store |
GRN Posting
for Item |
Stock will be
updated for Item |
Supplier will send Invoice |
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| Folders |
PO |
DO Receive |
IQC |
Debit
Note Print |
Charge Sheet Entry |
GRN
Posting |
Stock Card |
PI Entry |
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| Example |
Item= Mouse |
Item = Mouse |
Mouse Item Rej 10 |
Mouse Item Rej 10 |
Rs 900 as Freight Charges |
Qty App* Rate+Freight Charges |
Qty = 90 |
Qty App*Rate |
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Qty = Max qty > 1m |
Qty = 100 Pcs. |
Qty Rej* Rate |
Qty Rej* Rate |
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90*10+900 |
Amt = 1800 |
Qty 90*Rs 10 = 900 |
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Rate=contractrate |
Rate = 10Rs/Pcs. |
Qty 10*10Rs = 100 |
Qty 10*10Rs = 100 |
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Rs 1800 |
Rate= 20 |
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Supplier = XYZ |
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JV Entry (Auto) |
Qty Rate = 20/Pcs. |
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Stock A/C DR 1800 |
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To Purchase A/C 900 |
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To Freight A/C 900 |
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| WORK |
ENTRY |
ENTRY |
ENTRY |
REPORT |
ENTRY |
POSTING |
REPORT |
POSTING |
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| Steps--> |
9 |
10 |
11a |
11b |
12 |
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| Activities |
Purchase
Voucher Posting for Supplier |
Payment made
to Supplier |
Print Cheque
and send to Supplier |
Send Payment
Via EFT to Supplier |
At the End of
the year PO is to be Short Closed |
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| Folders |
Purchase Voucher |
Payment Voucher |
ChequePrinting |
EFTPayment |
PO Short Close |
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| Example |
Purchase A/C Dr 900 |
Creditors A/c Dr. 1000 |
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Enter actual Qty |
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Vat A/c Dr 100 |
To Cash/Bank A/c 1000 |
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1m-actual qty=shortclose
qty |
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To Creditors A/c 1000 |
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| WORK |
POSTING |
ENTRY |
REPORT |
REPORT |
ENTRY |
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| How to do Import
Purchase and corresponding stores Operations? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
8 |
8 |
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| Activities |
Raise PR for
Item to be Supplied |
Send Request
For Quotes to Supplier |
Receive Quotes
from Supplier |
Select Best
Supplier by Supplier Comparision. |
Generate PO
for the Supplier |
Typing of LC
application/Undertaking Letter/and bank Permit and Arranging of Documents for
Bank |
Payment for LC made to Bank |
Followup
with Supplier for shipment |
Clearance
Followup |
Payment
made for Import Duty |
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| Folders |
PR |
RFQ |
Supplier Quotes |
Auto PO |
PO |
LC Open |
Payment Voucher |
Shipment followup |
Clearance Followup |
Expense Voucher |
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| Example |
Item = Mouse |
Item = Mouse |
Item = Mouse |
Last 5 PO |
Item = Mouse |
LC Type |
Contra Vouchar |
PONO |
PONO |
Import Duty A/c Dr 500 |
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Qty = 100 Pcs. |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Last 5 Quotes |
Qty = 100 Pcs. |
LC Amt = 1000 |
LC A/c Dr. 1000 |
SUPPLIER |
PORT NAME |
To Cash/Bank A/c 500 |
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Methods |
Supplier = XYZ |
Rate = 10Rs/Pcs. |
Supplier Master Rate |
Rate = 10Rs/Pcs. |
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To Cash/Bank A/c 1000 |
FOLLOWUPDATE |
TRANSITERNAME |
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Manual |
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Supplier = XYZ |
Supplier Rating |
Supplier = XYZ |
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PERSONNAME |
STATUS |
To Government |
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MRP |
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(3 Quotes Compulsory) |
Quality |
Methods |
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STATUS |
REMARKS |
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ROP |
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Quantity |
LastPORate |
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REMARKS |
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Kanban |
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Time |
LastQuoteRate |
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ALERTS EVERY X DAYS |
ALERTS EVERY X DAYS |
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Self-Service |
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Service |
SupplierMasterRate |
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| WORK |
ENTRY |
ENTRY/PRINT |
ENTRY |
POSTING |
PRINT |
ENTRY |
ENTRY |
ENTRY |
ENTRY |
ENTRY |
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| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
15 |
16 |
17 |
18 |
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| Activities |
Receive Material from Supplier |
Debit
Note Voucher is to be prepared if there is any Rejection and will be setteled
in next transaction |
Enter Charges
for Importing Material |
GRN
Posting and Printing |
Stock will be
updated for Item |
Supplier will send Invoice |
Purchase
Voucher Posting for Supplier |
If
Goods are ok an intimation is sent to bank to release payment to supplier |
Product
Cost Sheet is Prepared to identify the landed cost of product |
Freight is
paid |
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| Folders |
DO Receive |
Debit
Note Voucher |
Charge Sheet Entry |
GRN
Posting |
Stock Card |
PI Entry |
Purchase Voucher |
Payment Voucher |
Cost
Sheet |
Payment voucher |
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| Example |
Item = Mouse |
DN Manual Entry |
Import Duty = 500 |
JV Entry (Auto) |
Qty =100 |
Qty App*Rate |
Purchase A/C Dr 1000 |
Creditors A/C Dr 1000 |
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Freight A/C Dr 400 |
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Qty = 100 Pcs. |
Creditors A/c Dr 100 |
Freight Charges = 400 |
Stock A/C Dr 1900 |
Amt = 1900 |
Qty 100*Rs 10 = 1000 |
To Creditors A/c 1000 |
To LC A/c 1000 |
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To Creditors A/c 400 |
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Rate = 10Rs/Pcs. |
To Purchase A/c 100 |
Total = 900 |
Purchase A/c 1000 |
Rate= 19 |
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Supplier = XYZ |
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Import Duty A/c 500 |
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POSTING |
POSTING |
ENTRY |
REPORT |
ENTRY |
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Freight Charges 400 |
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| WORK |
ENTRY |
ENTRY/PRINT |
ENTER |
POSTING |
REPORT |
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| How to do Sub
Contractor Purchase, Stores and material operations? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
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| Activities |
Raise
PR for Item to be Sub Contracted |
Send
Request For Quotes to Supplier |
Receive
Quotes from Supplier |
Select
Best Supplier by Supplier Comparision. |
Print
PO for the Sub Contracting Supplier |
Receive
Order Acknowledgement from Sub Contractor Supplier |
Issue Material to Subcontractor |
MR
Posting for Raw material for Subcon |
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| Folders |
PR |
RFQ |
Supplier Quotes |
Auto PO |
Print PO |
Supplier OA |
MR Issue |
MR
Posting |
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| Example |
Item = Cutting Service |
Item = Cutting Service |
Item = Cutting Service |
Last 5 PO |
Item = Cutting Service |
Item = Cutting Service |
SA Item = 100 Gear |
RM Item = 1 10ft Rod |
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Qty = 100 Pcs. |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Last 5 Quotes |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
RM Item = 1 10ft Rod |
JV Entry (Auto) |
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Manual |
Supplier = XYZ |
Rate = 10Rs/Pcs. |
Supplier Master Rate |
Rate = 10Rs/Pcs. |
Rate = 10Rs/Pcs. |
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RM Cons A/c DR 5000 |
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MRP |
Get Rate with |
Supplier = XYZ |
Supplier Rating |
Supplier = XYZ |
Supplier = XYZ |
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To RM Stock A/c 5000 |
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ROP |
Labour only |
(3 Quotes Compulsory) |
Quality |
Methods |
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From RM Store |
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Kanban |
Labour & Machinery |
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Quantity |
LastPORate |
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To Subcon store |
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Self-Service |
Part Material, Labour
and Machinery |
Time |
LastQuoteRate |
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Material, labour & mach. |
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Service |
SupplierMasterRate |
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| WORK |
ENTRY |
ENTRY/PRINT |
ENTRY |
REPORT |
POSTING/PRINT |
REPORT |
ENTRY |
POSTING |
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| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
15 |
16 |
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| Activities |
Stock
will be updated for Item |
Generate
57F4 Print for Issuing Material to Sub Contractor |
Receive Material from Sub
Contractor |
QC
Check |
Debit
Note is sent to Sub Contractor for Material Rejection |
ISO NCR
generated from IQC (Non Conformative Report) |
Enter
Sub Contracting Purchase invoice |
GRN
Posting for Sub Contracting Item |
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| Folders |
Stock Card |
Print
57F4 |
DO Receive |
IQC |
Debit
Note Print |
NCR |
Chargesheet |
GRN
Posting |
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| Example |
RM Item = 1 10ft Rod |
SA Item = 100 Gear |
SA Item = 100 Gear |
SA Item Rej 10 Gear |
SA Item Rej 10 Gear |
Reason for Rejection |
Rs 900 as SC Charges + Cost due
to Rejection |
Qty App*SA Rate+SC Charges |
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RM Item = 1 10ft Rod |
SA Rate = 50 Rs. |
Qty Rej*SA Rate |
Qty Rej*SA Rate |
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QTY Approved*Rate |
90*50+1400 |
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Receive in RM Store |
Qty 10*50Rs = 500 |
Qty 10*50Rs = 500 |
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QTY 90*10Rs = 900 |
Rs 5900 |
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Rs 900+Rs 500 = 1400 |
Qty Rate = 65.56/Pcs. |
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JV Entry (Auto) |
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WIP Stock A/C DR 5900 |
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| WORK |
REPORT |
REPORT |
ENTRY |
ENTRY |
PRINT |
PRINT |
ENTRY |
To Cost of Manufactured goods
A/c 5900 |
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| Steps--> |
17 |
18 |
19 |
20A |
20B |
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POSTING |
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| Activities |
Stock
will be updated for SA Item |
Purchase
Voucher Posting for SC Services |
Payment
made to Sub Contractor |
Print
Cheque and send to Sub Contractor |
Send
Payment Via EFT to Sub Contractor |
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| Folders |
Stock Card |
Purchase Voucher |
Payment Voucher |
ChequePrinting |
EFTPayment |
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| Example |
Qty = 90 |
Purchase A/C Dr 900 |
Creditors A/c Dr. 1000 |
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Amt = 5900 |
Service Tax A/c 100 |
To Cash/Bank A/c 950 |
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Rate= 65.56 |
To Creditors A/c 1000 |
To TDS A/c 50 |
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| WORK |
REPORT |
POSTING |
ENTRY |
REPORT |
REPORT |
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| How to do
Projects, Supermarket and Consumables Purchase? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
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| Activities |
Purchase or
Project Budget |
Sanction of
Project Budget Amount |
Raise PR for
Item to be Supplied against Project Challan |
Check the
Project Balance |
Generate PO
Manually for the Supplier |
Payment made
to Supplier |
Enter
consumable receiving and issuing form |
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| Folders |
Project Budget |
Project Challan |
PR |
Check |
PO |
Expense Voucher |
Consumable store |
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| Example |
Stationary Bud 10000 |
Stationary Sanc 5000 |
Item = Stationary |
OK if 1000<5000 |
Item = Stationary |
Expenses A/c Dr. 900 |
Stationary |
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CD |
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Qty = 1Packet |
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Qty = 1 Packet |
To Cash/Bank A/c 900 |
Qty rcd: 10 bundles |
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PRINTER INK |
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Approx. Amt = 1000 |
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Rate =1000Rs/Packet |
with Cost Centre entry |
Qty issue: 5 bundles |
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Selfservice |
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Supplier = XYZ |
Employee/Department |
Stock=Stock bundles |
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| WORK |
ENTRY |
ENTRY |
ENTRY |
REPORT |
ENTRY |
ENTRY |
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| How to do Service
Purchase? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
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| Activities |
Raise PR for
Services to the Supplied |
Send Request
For Quotes to Supplier |
Receive Quotes
from Supplier |
Generate PO
for the Supplier |
Progress Entry
for Amt and Quality of services provided |
Supplier will send Invoice |
Payment made
to Supplier |
Print Cheque
and send to Supplier |
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| Folders |
PR |
RFQ |
Supplier Quotes |
PO |
DO/Progress Entry |
Purchase Invoice |
Expense Voucher |
ChequePrinting |
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| Example |
Item = AMC of AC |
Item = AMC of AC |
Item = AMC of AC |
Item = AMC of AC |
Item = AMC of AC |
Item = AMC of AC |
Creditors A/c Dr. 2000 |
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Qty = 1Year |
Qty = 1Year |
Qty = 1Year |
Qty = 1Year |
3 Service provided |
Qty = 1Year |
To Cash/Bank A/c 1950 |
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Supplier = XYZ |
Rate = 2000. |
Rate = 2000. |
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Rate = 2000. |
To TDS A/c 50 |
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Supplier = XYZ |
Supplier = XYZ |
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Purchase A/C Dr 1900 |
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(3 Quotes Compulsory) |
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Service Tax A/c 100 |
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To Creditors A/c 2000 |
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| WORK |
ENTRY |
ENTRY/PRINT |
ENTER |
REPORT |
ENTRY/APPROVE |
ENTER |
ENTER |
REPORT |
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| How to do Stock
Transfer from Store to Store? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
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| Activities |
Make Entry for
Stock Transfer |
Material Issue
from Store 1 |
Stock will be
updated for Item |
Material
Receive in Store 2 |
Do QC and send back item |
GRN Posting
for Item |
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| Folders |
Stock Transfer |
MR
Posting |
Stock Card |
DO Receive |
IQC |
GRN
Posting |
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| Example |
FG = 90 PC |
FG = 90 PC |
FG = 90 PC |
FG = 90 PC |
Rejection Note |
FG = 90 PC |
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From Store 1 |
From Store 1 |
Decrease stock in Store 1 |
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Increase Stock in Store 2 |
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To Store 2 |
To Store 2 |
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| WORK |
ENTER |
POSTING |
REPORT |
ENTRY |
ENTRY |
POSTING |
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| How
to do Consignee, Sales Return, Salvage(Customer) / Rework, Replace,
Rejection(Supplier) Operations? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
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| Activities |
Receive
Material from Customer if consignee or SalesReturn OR in case of
Rework/Replace/Rejection from supplier |
GRN Posting
for Item |
Stock will be
updated for Item |
Issue Material
for Consignee WO, Rework, Salvage |
MR Posting for
Consignee WO, Rework WO, Slavage WO and Rejection DA |
Stock will be
updated for Material Issue |
Print Work
Order |
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| Folders |
DO Receive |
GRN
Posting |
Stock Card |
MR Issue |
MR
Posting |
Stock Card |
Work Order |
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| Example |
RM Item = 10ft Rod |
RM Item = 10ft Rod |
RM Item = 10ft Rod |
RM Item = 10ft Rod |
RM Item = 10ft Rod |
RM Item = 10ft Rod |
FG = 100 Gears |
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Rate = 0 |
Rate = 0 |
Qty = 1 Nos. |
Qty = 1 Nos. |
Qty = 1 Nos. |
Qty = 1 Nos. |
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Qty = 1 Nos. |
Qty = 1 Nos. |
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| WORK |
ENTER |
POSTING |
REPORT |
ENTER |
POSTING |
REPORT |
REPORT |
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| How to track
Utility Purchase for Petrol, Diesal, Electricity, Gas, Water etc. |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
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| Activities |
Create Vehical
Master |
Create Utility
Master |
Enter Meter
Reading of Utility every month or at every bill. |
See report to
find usage of utility by employees |
Find overusage
or theft of utilities |
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| Folders |
Vehical |
Utility |
UtilityUsage |
UsageReport |
OverUsage |
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| Example |
Vehical 1 = Car |
Diesal |
Bill for month =1000 |
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Avg = 10km/litre |
Petrol |
Vehical 1 = 10 Litres |
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Given to Employee1 |
Gas |
Vehical 1 = 80 km |
Avg=8 |
Vehical1 has overusage |
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METER Reading |
Water |
Vehical 2 = 30 Litres |
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Vehical 2 = 150 Km |
Avg=5 |
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Meter Reading |
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| WORK |
ENTRY |
ENTRY |
ENTER |
REPORT |
REPORT |
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| How to do Inhouse
Production and Issue to Sales? |
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| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
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| Activities |
Issue Material
for Making FG or SMFG or Sales against DA |
MR Posting for
Item |
Stock will be
updated for Item |
Print Work
Order |
Do Shopfloor
Transactions like MoveLot, SplitLot, MergeLot, TerminateLot, |
Do Shopfloor
Transaction XmoveLot For Rework on a particular Workcentre |
Do Line QA at
QC point |
ISO NCR
generated from Line QA (Non Conformative Report) |
|
| Folders |
MR Issue |
MR
Posting |
Stock Card |
Work Order |
LOT Transaction |
LOT Transaction |
Line QA Rejction |
NCR |
|
| Example |
FG Item = PC Qty = 90 |
JV Entry (Auto) |
Item = Mouse Qty 90 |
FG Item = PC Qty = 90 |
OPERATION 1 |
Qty Rework=10 |
Qty Rejected=10 |
Reason for Rejection |
|
|
Item = Mouse Qty 90 |
Consumption A/C DR 1800 |
Amt = 1800 |
Amt = 1800 |
InTime = 10.20 am |
|
|
Amt = 1800 |
To Stock A/C 1800 |
Rate= 20 |
Rate= 20 |
OutTime = 10.30 am |
|
|
Rate= 20 |
|
Qty Rate = 20/Pcs. |
Qty Rate = 20/Pcs. |
Cycle Time = 10 minutes |
|
|
Qty Rate = 20/Pcs. |
|
OPERATOR |
|
|
From Rm Store |
|
|
To Production Store |
|
| WORK |
ENTRY |
POSTING |
REPORT |
REPORT |
ENTRY |
ENTRY |
ENTRY |
ENTRY |
|
| Steps--> |
9 |
10 |
11 |
12 |
13 |
|
| Activities |
Receive FG from
Production to FG Store |
Enter
Manufacturing Charges |
GRN Posting
for FG |
Stock will be
updated for Item |
Issue FG
against DA |
|
| Folders |
DO Receive |
Charge Sheet Entry |
GRN
Posting |
Stock Card |
MR Issue |
|
| Example |
FG = 90 PC |
Manufac Charges = 900 |
FG = 90 PC |
FG = 90 PC |
FG = 90 PC |
|
|
Amt = 1800 |
|
Amt = 1800+900 = 2700 |
Amt = 1800+900 = 2700 |
Amt = 1800+900 = 2700 |
|
|
Rate= 20 |
|
Rate= 30/Pcs |
Rate= 30/Pcs |
Rate= 30/Pcs |
|
|
Qty Rate = 20/Pcs. |
|
JV (Auto) |
Increase in FG Store |
|
|
From Production |
|
FG Stock A/c Dr.2700 |
|
From FG Store |
|
|
To FG Store |
|
To Consumption A/c 1800 |
|
To Warehouse |
|
|
To Manuf Charge A/c 900 |
|
| WORK |
AUTO BY MR |
AUTO/ENTER |
POSTING |
REPORT |
ENTRY |
|
| SCM System for Construction business |
|
|
| How to do
Construction Project Contract, Estimation & Planning? |
|
|
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
|
|
| Activities |
Setup Contract
Type |
Enter Contract |
Enter Project |
Add intial
Project Plan |
My Activity
Entry |
My Progress Entry |
My Plan Entry |
My Plan or
Work Schedules |
|
|
|
| Folders |
Contracttype |
Contract |
Project |
IntialProjectPlan |
via
selfservice |
via
selfservice |
via
selfservice |
MyPlan |
|
|
|
| Example |
Civil,Electrical Machnical,
Piping etc. |
Customer X, Contract to build
bridge |
Client, Consultant,Company info
set projects/Drawing Weightages Enter ProjectsItems - estimated. New Learning
entry @ end of project |
Basic Engg, Detail engg,
procurement,construction,test & ready for feed |
Digging Foundation in Basic
Engineering |
Add Referance Activity, Resource
Teams Add Progress Entry, Charge Requests Rev History, Imposed Hold, Rules,
Docs. |
Work 1 @ Week 23 |
My work for this week |
|
|
|
| WORK |
PRE-ENTERED |
ENTER |
ENTERED |
PRE-DEFINED |
ENTER |
ENTER |
REPORT |
REPORT |
|
|
|
| Steps--> |
10 |
11 |
|
|
| Activities |
PERT/CPM Project Gantt Chart |
S-Curve
Report |
|
|
| Folders |
GanttChart |
S-Curve
Report |
|
|
| Example |
Deadlock |
Planned vs Actual |
|
|
|
Slack |
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|
| WORK |
REPORT |
REPORT |
|
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|
| How to do Project
Masters, Set Construction Details, Rate Analysis, Estimation ? |
|
|
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
| Activities |
Create Project |
Create Structure |
Create Discipline |
Create Item |
Create
Material |
Create Labour |
Create
Machehinary |
Prepare Construction Details |
|
| Folders |
Project |
Structure |
Discipline |
Item |
Material |
Labour |
Machehinary |
Construction |
|
| Example |
PUPV |
Mansion |
Civil |
ConcreteM20 |
Cement Grade 23 |
Mason |
JCB |
Manual activity |
|
|
|
Plumbing |
Pipelining |
GI Pipe |
Coolie |
Mixer |
|
|
| WORK |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
|
| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
|
|
| Activities |
Set Project
Prameters |
Entre Structure & unit |
Details Entre
Drawings |
Rate Analysis |
Enter TBOQ/ITEMBOM |
Entre Projectwise Displine |
|
|
| Folders |
Project Prameters |
Structure & unit |
EntreDrawings |
UBOR/ResourceBOM |
TBOQ/ITEMBOM |
Projectwise Displine |
|
|
| Example |
Plot Area = 1K SQFT |
Mansion01-Unit 101 |
Civil Drawings |
ConcreteM20 |
Civilworks will have |
Print Estimation |
|
|
|
|
Unit-02, Unit 103 |
|
1 bag cement |
1 cm of pilework |
|
|
|
|
PlotArea |
|
4 bag corse agreegate |
20 cm of concreteM20 |
|
|
|
| WORK |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
REPORT |
|
|
| How to do
Construction Project Planning, Execution and Purchase for subcon ITEMs ? |
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
| Activities |
Entre Unit
Development plan |
Run MRP ll
Server |
Create ITEM PR |
Create Subcontractor master |
Create ITEM Attributes master |
Create RFQ
with Attributes |
Send Inquiry
to Subcontractor |
Entre Quotes with Attributes |
|
| Folders |
Unit
Development plan |
MRP ll Server |
PR |
Subcontractor master |
ITEM
Attributes master |
RFQ |
Inquiry |
Quotes |
|
| Example |
Week 10= Unit101 |
Process |
Group ITEMs for subcontracting |
Maruti enterprises |
Grade
=23 |
1. All Material, Labour &
Machinery 2. Part Material all labour & Machinery 3. Only Material
4. Entire Unit |
Subcon X |
Subcon X - Item Y - Rate=100 |
|
|
| WORK |
ENTER |
RUN |
AUTO CREATED |
ENTER |
ENTER |
ENTER |
PRINT |
ENTER |
|
|
| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
|
|
|
| Activities |
Enter Compare
Quotes from Subcons |
Create Purchase
Order or Work Order for Subcon |
DO Progress
Entry |
Bill Passing against Progress |
Purchase
Voucher Posting for Subcon |
Payment made
to Supplier |
|
|
|
| Folders |
Compare |
Work Order |
DORECEIVE |
PI |
Purchase Voucher |
Payment Voucher |
|
|
|
| Example |
Subcon X |
Subcon X |
Item x completed 20% |
|
Purchase A/C Dr 900 |
Creditors A/c Dr. 1000 |
|
|
|
|
Subcon Y |
|
Bill Amount=1000 |
Vat A/c Dr 100 |
To Cash/Bank A/c 1000 |
|
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|
|
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|
|
To Creditors A/c 1000 |
|
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|
|
| WORK |
REPORT |
ENTER |
ENTER |
ENTER |
POSTING |
ENTER |
|
|
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|
|
|
|
|
| How to do Purchase of Construction Materials ? |
|
|
|
|
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
|
|
| Activities |
Create Supplier Master |
Create Material Attributes
master |
Create
Purchase Terms Cheecklist |
Auto create PR
from MRP |
Manually create PR or Free PR |
Create RFQ with attributes |
Send inquiry to Suppliers |
Entre Quotes
With Attributes |
|
|
|
| Folders |
Supplier Master |
Material Attributes master |
Purchase
Terms Cheecklist |
PR from MRP |
PR or Free PR |
RFQ with attributes |
Inquiry
to Suppliers |
Quotes
With Attributes |
|
|
|
| Example |
Supplier X |
Mosaic Tile 10x10 |
Net 20 |
Tiles = 200 sqft |
Tiles = 100 sqft |
RFQ 1 |
INQUIRY 1 |
QUOTE 1 |
|
|
|
Design=checkers |
|
Tiles=300 sqft |
SUPPLIER 1 |
SUPPLIER 1 |
|
|
|
|
COLOR |
Tiles=300 sqft |
Tiles=300 sqft |
|
|
BRAND |
|
Rate=30/sqft |
|
| WORK |
ENTER |
ENTER |
ENTER |
AUTO |
ENTER |
ENTER |
REPORT |
ENTER |
|
| Steps--> |
9 |
10 |
|
| Activities |
Compare Quotes from Suppliers |
Create
Purchase Orders |
STORE
OPERATION SAME |
|
| Folders |
Compare Quotes from Suppliers |
Purchase Orders |
|
| Example |
SUPPLIER 1 |
SUPPLIER 1 |
|
|
SUPPLIER 2 |
Tiles = 300 sqft |
|
|
Rate=30/sqft |
|
|
Amount=9000 |
|
| WORK |
REPORT |
ENTRY/REPORT |
|
| How to do Land Or
Property Acquistion kind of construction Purchase? |
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
|
| Activities |
Create Property
Supplier Master |
Create Property Masters |
Entre Property Acquistion |
Print Property
Offer Letter |
Prepare Property Documents |
Follow
Government Registration |
|
| Folders |
Property Supplier Master |
Property Master |
Property
Acquistion |
Property Offer Letter |
Property
Documents |
Government Registration |
|
| Example |
Shankar properties |
Terms Cheklist,Status, Zone type
Payment Type, Importance TypeOFUse Tenure Type, Loaction, Intermediary Type |
Date of Acq=1/1/09, Amount = 5
lakhs |
|
|
| WORK |
ENTER |
ENTER |
ENTER |
REPORT |
REPORT |
CHECKLIST ENTRY |
|
|
| SCM Asset Mgmt System common for both Manufacturing &
Construction business |
|
|
| How to do Asset
Purchase and Sales? |
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
|
| Activities |
Raise PR for
Asset to be Purchased |
Send Request
For Quotes to Supplier |
Receive Quotes
from Supplier |
Select Best
Supplier by Supplier Comparision. |
Generate PO
for the Supplier |
Receive Asset from Supplier |
Enter Charges
for bringing Asset to Asset Store |
GRN Posting
for Asset |
|
| Folders |
PR |
RFQ |
Supplier Quotes |
Auto PO |
PO |
DO Receive |
Charge Sheet Entry |
GRN
Posting |
|
| Example |
Item = PC |
Item = PC |
Item = PC |
Last 5 PO |
Item = PC |
Item = Mouse |
Rs 900 as Freight Charges |
Qty App* Rate+Freight Charges |
|
|
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
Last 5 Quotes |
Qty = 100 Pcs. |
Qty = 100 Pcs. |
|
90*10+900 |
|
|
EnterAsset in ITEM Mst |
Supplier = XYZ |
Rate = 10Rs/Pcs. |
Supplier Master Rate |
Rate = 10Rs/Pcs. |
Rate = 10Rs/Pcs. |
|
Rs 1800 |
|
|
Supplier = XYZ |
Supplier Rating |
Supplier = XYZ |
Supplier = XYZ |
|
JV Entry (Auto) |
|
|
(3 Quotes Compulsory) |
Quality |
|
Stock A/C DR 1800 |
|
|
Quatity |
|
To Purchase A/C 900 |
|
|
|
|
Time |
|
|
|
To Freight A/C 900 |
|
|
Service |
|
| WORK |
ENTER |
ENTER/PRINT |
ENTER |
REPORT |
PRINT |
ENTER (BYPASS) |
ENTER (BYPASS) |
POSTING (BYPASS) |
|
| How to do Asset
Purchase and Sales? (Continued…) |
|
|
| Steps--> |
9 |
10 |
11 |
12 |
13 |
14 |
15 |
16 |
|
| Activities |
Stock will be
updated for Asset |
Asset Purchase
Entry |
Asset Purchase
Posting |
Depreciation
to be calculated at the end of year Provision not maintained |
Asset put to
use |
Issue Asset
when sold |
Asset Disposal
Entry |
Asset Sales
Posting |
|
| Folders |
Stock Card |
Asset Open |
Asset Purch Posting |
Find Depreciation |
Asset transaction Log |
MR Issue |
Asset Closed |
Asset Sales Posting |
|
| Example |
Qty = 90 |
Item = PC |
Asset Purch Voucher |
WDV, SLM |
Date of issue |
FG Item = PC Qty = 90 |
Item = PC |
Asset Sales Voucher |
|
|
Amt = 1800 |
Qty = 100 Pcs. |
Asset A/c Dr. 1000 |
Provide Dep. JV |
Asset Issued to |
Item = Mouse Qty 90 |
Qty = 100 Pcs. |
Cash/Bank Dr. 500 |
|
|
Rate= 20 |
Rate = 10Rs/Pcs. |
To Cash/Bank A/c 1000 |
Deprication A/c Dr. 100 |
Date of Receipt |
Amt = 1800 |
Rate = 5Rs/Pcs. |
P&L Loss A/C Dr. 400 |
|
|
Qty Rate = 20/Pcs. |
Supplier = XYZ |
|
To Asset A/c 100 |
IssuedToEmployee |
Rate= 20 |
Supplier = XYZ |
To Asset A/c 900 |
|
|
ASSET STORE |
|
Closing of Dep JV |
|
Qty Rate = 20/Pcs. |
|
|
P&L A/c Dr. 100 |
|
|
To Depreciation A/c 100 |
|
| WORK |
REPORT (BYPASS) |
ENTRY |
POSTING |
POSTING |
ENTRY |
ENTER (BYPASS) |
ENTER |
POSTING |
|
| How to do Asset
Maitenance & Servicing? |
|
|
|
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
|
| Activities |
Asset Service
Level agreement done |
Preventive
Maintenance Service Plan is prepared |
Service Work
Request is entered |
Service Work
Order is prepared |
Service is
provided via Servicecall |
Service
Executive sees his Dashboard |
Service
Reports are prepared |
|
| Folders |
SLA-Agreement |
ServicePlan |
Service Request |
Service Order |
Service Call |
Service Dashboard |
Service Reports |
|
| Example |
SLA Upload |
|
|
|
| WORK |
ENTER |
ENTER |
ENTER |
ENTER |
ENTER |
REPORT |
REPORT |
|
| SCM system for Software Delivery Process |
|
|
|
|
| How to do change
management and work control for CMMi based Software Projects? |
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
11 |
|
| Activities |
Identify
Rootcasues of Changes |
Fillup
Change Request Documents (CRD) |
Send
Proforma Invoice to customer for confirmation of order against this CRD |
On
confirmation create Sales Invoice and send to Customer |
On
confirmation create work order and send to programmer via CRD Self service in
programmers login |
On
delivery of work kindly inform customer via progress report and remind for
payments |
Analyze
Documentwise CRDs |
Analyze
Userwise CRDs |
Analyze
Projectwise CRDs |
Analyse
RootCausewise CRDs |
See
CRD Cockpit |
|
| Folders |
RootCause |
CRD |
Proforma Invoice |
Sales Invoice |
Work Order |
Progress Report |
Report |
Report |
Report |
Report |
CRD Cockpit |
|
| Examples |
Rootcause Master |
Programming Order |
|
|
|
Code errors |
Assign Programmer |
|
|
|
Customer changed requirements |
Workout on costs |
COST |
|
|
|
Programmer doing rework due to
mistakes |
Breakdown project contents into
small CRDs |
|
|
| WORK |
ENTER |
ENTER |
PRINT |
PRINT |
REPORT |
ENTER/PRINT |
REPORT |
REPORT |
REPORT |
REPORT |
REPORT |
|
| SCM system for Aircraft Maintenance Process |
|
|
|
|
| How to do Aircraft
Maintenance, Repairing and its corresponding stores operations? |
|
| Steps--> |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
8 |
9 |
10 |
11 |
|
| Activities |
Identify
Aircraft components coming under routine maintenance and prepare ITEM Master |
Identify
Shops which will work for Aircraft maintenance and enter it in Workcenter
master |
Identify
Aircraft types and enter maintenance process for that Aircraft in Process
Master |
Whenever
Aircraft comes record its Type and Tail Number in Aircraft Receiving Document |
Now
identify and enter each part removed for maintenance in WorkOrder details |
Collect
Overhaul Repair Documentation and enter its shop, process, action taken and
time performed to do that action in WorkOrder |
If
component needs to be replaced then component cost from purchase department
is found and entered in work order. |
Workorder
goes for approval when completed |
Aircraft
is approved when maintenance completed and delivery date is entered |
View
Cost of maintenance of each Aircraft Components and total aircraft costs |
View
progress Report |
|
| Folders |
ITEM |
WorkCenter |
Process |
Aircraft Receiving |
WorkOrder |
WorkOrder Details |
WorkOrder Details |
Approve WO |
Approve Aircraft |
Orderwise Costs |
Progress Report |
|
| Examples |
Part Code: m001 |
Machineshop |
For Aircraft type: L-39 |
Select Aircraft type: L-39 |
WorOrderNo: WO1 |
For Partcode: m001 |
For Partcode: m001 |
For Partcode: m001 |
Aircraft type: L-39 |
|
|
Component: Vessel |
Drillingshop |
Dismantle |
Enter Tail no: L 455 |
WorkOrderDt: 1/1 |
Shop: Paintshop |
Enter MaterialCost: 200 |
Approvedby (Auto) |
Tail no: L 455 |
|
|
Unit: Nos |
Castingshop |
Cleaning |
Received date: 11/9 |
Select Aircraft type: L-39 |
Process: Painting |
|
Approveddate (Auto) |
Deliverydate: 21/9 |
|
|
Paintshop |
Repair |
Customer: XX |
Select Tail no: L 455 |
DateStarted: 11/9 |
Material issue flow |
|
Approvedby (Auto) |
|
|
Cleaningshop |
Replacement |
Order No: 868868 |
Select Partcode: m001 |
DateCompleted: 12/9 |
Purchase flow |
|
Approveddate (Auto) |
|
|
|
For Aircraft type: M-20 |
Order date: 11/9 |
Serial No:97979 |
Total hours: 4 |
|
|
|
Dismantle |
Remarks: xxxxxx |
MfgDate: 11/10/09 |
Enter Shopcost: 20/hr |
|
|
|
Replacement |
|
Inspected by: xx |
PROGRESS: 70% |
|
|
|
Fitting |
|
Received by: yy |
|
|
Prepared by: zz (Auto) |
|
|
| Work |
One time entry |
One time entry |
One time entry |
Transaction entry |
Transaction entry |
Transaction entry |
Transaction entry |
Approval only |
Entry / Approval |
Report |
Report |
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