CCM Enterprise Business Management Software - Functional Schema

Transcription

1 CCM Enterprise Business Management Software - Functional Schema Sales Progressing Business Development SALES SALES Products Planning Supplies Supplies Accounting Operations Stock System Administration Despatching Invoicing

2 Buying & Selling Discounts & Pricing Define Customers Buying Process Define our Selling and qualification process Set default discounts for pricing groups Set default margins for pricing groups Define price lists Notes BUSINESS DEVELOPMENT Documents View and edit notes Record details of actions Add actions Marketing Edit and Add new Segments Campaigns Define USP's and Customer benefits New Item Marketing Booked Campaign Types View and edit standard documents Set standard document usage Forecasts Activity View sales forecast summary Links to create and edit forecasts Define sales drivers View activity summary View recent sales summary View recent order intake summary View recent quotation summary Promotion Opportunities View promotional campaign summary Link to promotional campaigns View and edit opportunities Add new opportunities

3 Contacts Discounts & Pricing View and edit contacts Add new contacts Set discounts for pricing groups Set special prices Notes SALES Deliver Addresses View and edit notes Record details of actions Add actions Edit and Add new Accounting Details for: Customers Marketing Prospects Campaigns Generate Contact reports New Item Generate standard letter Marketing Booked Generate Campaign Types View and edit delivery addresses Set default delivery address Quotes Despatches View quote summary Links to create and edit quotes Convert quote to order View despatch summary Link to despatch notes Link to Invoices Sales Orders Customer Care View and orders summary Links to create and edit sales orders View customer care summary Create and edit customer care events Links to create and edit customer care

4 Delivery Address Margin Analysis Progress View and edit delivery address Create new delivery address View total costs View Carriage costs View commission costs Sales Margin computed View quotation progress notes Set progress actions QUOTATIONS Create and Edit Quotations Send or print quotations to customers Convert to Sales Order Items Add products to Quote items: CCM gets item details CCM inserts price & discount If required system creates BOM If required system creates routing Link to detailed item information Edit pricing and discounts Options Bill of Material Routing Optional process for generic items View and edit item option values System calculates BOM & Routing View and edit material requirements Enter quantity used and wastage System maintains material cost of item View and edit routing details Enter details of workcentre and times Enter details of subcontract operations System maintains cost of producing item

5 Delivery Address Margin Analysis Progress View and edit delivery address Create new delivery address View total costs View Carriage costs View commission costs Sales Margin computed View order progress notes Set progress actions SALES ORDERS Create and Edit Sales Orders Auto credit check Send print sales acknowledgements Release order Items Add products to Order items: CCM gets item details CCM inserts price & discount If required system creates BOM If required system creates routing Link to detailed item information Edit pricing and discounts Options Bill of Material Routing Optional process for generic items View and edit item option values System calculates BOM & Routing View and edit material requirements Enter quantity used and wastage System maintains material cost of item View and edit routing details Enter details of work-centre and times Enter details of subcontract operations System maintains cost of producing item

6 Suppliers Pricing Tables View and edit suppliers and prices Record competitors prices and part numbers Record quote price history Maintain quantity/price tables Bulk Update Process bulk update to cost prices Process bulk update to sales prices Products & Planning View planning information: Customer orders summary Dependant demand Demand forecasts Dues in Planned replenishment orders Planned period end stock View and edit product and planning policy details Replan requirements Link to stock movement records Costing Maintain cost roll up to standard View current cost roll up Bill Of Material (BOM) Routing Options View and maintain material quantities Maintain wastage for material usage View and maintain routing operations Maintain work-centres with set and Opp time Maintain subcontract operations costs Maintain option details Define validation data for option data entry

7 Adjust Stock Issue stock View and previous adjustments Adjust stock up or down Issue stock to supply order Adjust allocations Receive Stock STOCK Allocate Receive stock Adjust outstanding supply orders View product stocking parameters View product stock valuation Create manual allocation Clear unused allocations Supply Orders Stock Take Enter manual supply quantities View previous stock takes Adjust stock Transactions History View and edit product transactions

8 Contacts Product Pricing View and edit contacts Add new contacts SUPPLIES Maintain Accounting details for Suppliers Generate Purchase Orders Generate Internal Supply Orders Generate s Maintain purchase prices Maintain price history Notes Deliveries View and edit notes Record details of actions Add actions Set up and maintain deliveries Set delivery dates Items Add products to Order items: CCM gets item details CCM inserts price & discount If required system creates BOM If required system creates routing Link to detailed item information Edit pricing and discounts Options Bill of Material Routing Optional process for generic items View and edit item option values System calculates BOM & Routing View and edit material requirements Enter quantity used and wastage System maintains material cost of item View and edit routing details Enter details of workcentre and times Enter details of subcontract operations System maintains cost of producing item

9 Workcentres Maintain workcentre details View workcentre work load Internal Orders OPERATIONS Despatch Manage deliveries Issue material Record Progress Manage internal supply orders Manage Sales Orders Delivery Receive deliveries from Suppliers View orders due despatch View Installation/Service Orders Generate Picking Notes Despatch Orders Receive Stock Receive Purchased deliveries Adjust outstanding supply orders

10 Contacts Credit Control View and edit contacts Add new contacts Maintain Credit Control Parameters Register Credit references Notes View and edit notes Record details of actions Add actions ACCOUNTS Edit and Add Account Details for: Customers Suppliers Prospects Commitment View summary of commitment for: Sales Ledger Purchase Ledger Sales Orders Purchase Orders Credit Clearance View outstanding invoices and orders Manual Credit Clear orders Generate Proforma Invoices Purchase Transactions View details of Purchase Ledger transactions Change Purchase Ledger due payment date View Payments received Sales Transactions View details of Sales Ledger transactions Change Sales Ledger due payment date Open Invoice details View Payments received

11 Chart of Accounts Maintain position of account in COA Notes View and edit notes Record details of actions Add actions NOMINAL CODES Edit and Add Nominal Account Details: Profit and loss accounts Balance sheet accounts Control Accounts Dependent Forecast Maintain dependent forecast parameters Run dependent forecasts Current Year Next Year History Monthly Summary of activity Drill down to transaction level Maintain Forecasts Maintain Budgets Monthly Summary of activity Drill down to transaction level Maintain Forecasts Maintain Budgets Monthly Summary of activity Drill down to transaction level

12 Sales Ledger Purchase Ledger Aged Debtors View and post Invoices/Credits Raise Sundry Invoices & Credits Post Sales Invoice & Credit Journals Process Proforma Invoices Aged Creditors View and post Invoices View and post Credits Cash Management Nominal Ledger Process Bank Payments Process Bank Receipts Process Trading Payments Process Trading Receipts Manage Currencies Trial Balance View Audit Trail Process Nominal Journals Manage Accruals Manage Prepayments Post Accruals/Prepayments Fixed Assets Maintain Fixed Asset Categories Maintain Fixed Asset Register Post Depreciation