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How to explanations for ERP Implementation scenarios  for Service/Repair/Maintenance Indust= ry
Met= hod 1: Use Simple 10 Step Method to implement Entire ERP with most things used which= is predefined in ERP.
Ho= w to do ERP Implemention for my business in just 10 simple steps?
Steps--> 1 2 3 4 5 6 7 8 9 10
Activities Define your company and all its Branches and Retail Outlest<= /td> 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 Tax Enter All Employees with Designations & Departments work= ing in your company Enter Employee Specific Pay and Leave Structures with Leave Opening balances
Folders Company/B= ranch/Stores SalesOrg / Customers Suppliers= Banks Accounts = / TB / BLPL / Budget ProductGr= oup / ITEM Master /OP.STK Pricelist= TaxStruct= ure Desig/Dep= t/Employees Leave Set= up / PayStructures
Example Company ABC & Co. Territorry/Prtnr/Salesmen SupplierName BankName Select predefined Accounts Name Upsell VAT Registration Designation Modify predefined Leave Structure
Company Logo CustomerName Address Type of Account Select predefined AccYear Image Crosssell Withholding Tax Registration EmployeeName Leave Setup for each employee
Address Address Phone no Accountno Enter Opening Balance in Acc Description Discounts TDS Registrations Address Leave Opening balance entry
Branch xyz Phone no Email no Dateof opening Setup Budget/BLPL Groups Price (ECOM/POS) Schemes Phone No Modify pre-defined Paystructures
Retail Outlet abc Email no Website BankAddress Verify Trial Balance MULTIPLIER:1KG=3D10MM Customerwise 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 Manual Entry Manual Entry Manual Entry Manual Entry Manual Entry Pre-defined in ERP System= as per  Manual Entry Modify pre-defined data
Data Given Branch=3DBaroda/Coimatore/Kalyan Salesorg/Commission     Pricelist
       
Ho= w to drive core process via ERP?
Steps-> 1 2 3 4 5 6 7 8 9 10
Process Marketing Networking Pre-Sales Offer Sales Order Fullfillment Documentation Management Reports
  Marketing Networking Pre-Sales Offer Sales
Steps--> 1 2 3 4 5 6 7 8 9 10
Activities Setup a Marketing Budget, Collection Targets and Lifting Tar= gets for specified period Setup a Campaign to use physical media Setup a internet Campaign to Market your website or e-commercestore Define your Sales organization and Customers Sales person Tracks and records Leads generated via campaign= and various marketing efforts Setup a price or scheme based campaign for different products and services Customer Sends Inquiry Prepare quotation Customer Receives Quotation or Bid Customer Sends PO-= Purchase Order VIA email, fax, phone, courier, mail etc.
Folders MktgBudge= t Physical = Campaign Website C= ampaign SalesOrg = / Customers Leads Pricelist= / Scheme  Inquiry  Product C= osting / Payment Schedule Quotation=   SO-Sales = Order
Example MKTGBUDGET=3DYYYY Domain name Setup* Territorry/Prtnr/Salesmen/Customer Enter Leads Send Schemes to Partners/customer CustomerName Todays Material rate ProductName CustomerName
For Produt line=3D Textile machines Webserver Setup* Sundry Debtors Ac (Auto) Customes x Price x if bought > 10 units before dt. ProductName Qty=3Dxx ProductName
DEPT Month =3D Jan Exhibitions* Website Setup Commission Product y (Datewise, Qtywise, Customerwise) Qty=3Dxx Price=3Dyy Qty=3Dxx
MARKETING MktgBudget=3D100000 Via Friends Network Amount x (Modelwise, Monthwise, Branchwise) Ship=3Dzz Price=3Dyy
Collection Targets =3D 700000 service engineer Opportunity perc 90% Local Currency Pricelist  Terms etc. Ship=3Dzz / Terms / Taxes / Multi$
USER Lifting Targets =3D 900000 Sales Person 1 Foreign Currency Pricelist for exports Currency
XX Campaign=3Dyy Spares Pricelist for dealers Taxes
Receive Leads via….
FREQ Email / Website / IVR / FAX / PHONE / Chat
DAILY Walkin customer / Facebook / orkut etc. ENTER ENTER/REPORT REPORT
Campaigncost=3D25000 Campaigncost=3D25000 0
WORK ENTER ENTER ENTER Manual Entry ENTRY ENTER Enter Approval Printing ENTER
Swiss Commissio= n on sales yes yes no yes yes Fix comm on machine pricelist 5cfh/spindal yes Attach file from Loepfe no Commission Statement
Repairs yes yes yes yes yes Spare Part pricelist - Landed Price yes Estimation prepartion Proforma/Estimation As per Proforma/Estimate
Services yes yes yes yes yes Service Pricelist / SLA yes Estimation prepartion SLA As per Service Agreement
Machine upgrade= yes yes yes yes yes Spare Part pricelist yes Prepare quotation Offer As per Quotation
Spare Parts Sal= es yes yes yes yes yes Spare Part pricelist - Sell Price yes no Pricelist As per order given
Stock Transfer<= /td> no no no no no Spare Part pricelist no no no no
Sales Order fullfillment
Steps--> 11 12 13 14 15 16 17 18 19 20
Activities CreditCheck the Or= der Contract Review th= is order along with Quotation Manager Approves t= he SO-Salesorder Send OA-Order Acknowledgement to customer PR Prepare Prepare PO SSI- Service Stat= ion Inward Stock Transfer Check Warranty ca= rd Check SLA 
Folders CreditChe= ck Contract = Review Approves = Order Print OA - Confirmation of order PR PO GRN / GIN Transfer Warranty SLA
Example Credit Limit Check Compare Quote with SO Stock Checking Email Baroda to Machineno Customername
Pending payments check Plantcapacity Fax Import Yellow Tag Coimbature Partno
DEPT Suppliercommitment Print Documents visa versa
MARKETING Subcon commitment SelfService
CustomerHistory
USER Different places centralized
XX baroda
FREQ
DAILY
WORK Report Report Approve Print / Report Enter Enter/Print Entry Enter Check Check
Swiss Commissio= n on sales no no yes no no no no no no no
Repairs yes yes yes yes ROP yes yes no yes no
Services yes yes yes yes no no no no no yes
Machine upgrade= yes yes yes yes SO yes yes yes no no
Spare Parts Sal= es yes no yes yes ROP yes yes yes no no
Stock Transfer<= /td> no no no no no no yes yes no no
Order fullfillment Documentation  
Steps--> 21 22 23 24 25 26 27 28
Activities Prepare Warranty = card Engineer Report  SSO - Services St= ation Outward Prepare Invoice Receipts Bill Passing Payments Tax Reminders
Folders Warranty Card Service Report MIN/GON Tax Invoice / Retail Invo= ice Receipts Bill Passing Payments Tax Reminders
Example
Warranty starts Install Parts Reminder Format given by atulbhai
DEPT from Dispatch date Repair Service
MARKETING Replace
1 year on sales Service
USER 6 months on repair Dispatch
XX 6 month on exchange
VISIT REPORT
FREQ Machine warranty EXPENSE REPORT
DAILY from Loefe
WORK Entry Entry Entry Entry/Approve/Print/Post Entry / Printing Entry Entry / Printing
Swiss Commissio= n on sales yes from date of installation yes-Install no DebitNote of commission to Lopfe yes no no
Repairs yes yes-Replace/Repair yes Repair Invoice - = to Lopfe under warranty or to customer / Re-Repair=3DDelivery Note in 6 months of = date of invoice of repairs / Rejected Items=3DDelivery Note yes yes yes
Services no yes-Service no Service Invoice  to Lopfe under warranty or to Custome= r yes no no
Machine upgrade= yes yes-Dispatch yes Sales Invoice - Customer yes yes yes
Spare Parts Sal= es yes yes-Dispatch yes Sales Invoice - Customer yes yes yes
Stock Transfer<= /td> no no yes Stock Transfer Retail Invoice against Form F no