ERP Enterprise Resource Planning

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1 ERP Enterprise Resource Planning INTRODUCTION Effective forecasting, planning, and scheduling are fundamental to productivity and ERP is a fundamental way to achieve it. Properly implementing ERP will give you a competitive advantage and help you run your business more effectively, efficiently, and responsively. This toolkit is structured to support all the people involved in ERP implementation from the CEO and others in the executive suite to the people doing the detailed implementation work in sales, marketing, manufacturing, purchasing, logistics, finance, and elsewhere. This toolkit is not primarily about computers and software. Rather, its focus is on people and how to provide them with superior decision-making processes for customer order fulfillment, supply chain management, financial planning, e-commerce, asset management, and more. This comprehensive guide can be used as a selective reference for those, like top management, who need only specific pieces of information or as a virtual checklist for those who can use detailed guidance every step of the way. Enterprise Resource Planning (ERP) software can provide your business the integration between existing applications or to replace multiple applications to increase the efficiency of your daily business processes. If you are just starting a business and you are looking for business management applications but want to deal with a single software package, then ERP software may be for you. ERP software can provide management functions from Human Resources to Supply Chain Management. ERP SOFTWARE ERP Software is basically your single system that can provide different modules for all aspects of a business. Some ERP software is also considered as open source ERP software. With open source ERP software it can provide the customization that may be needed for your environment. It provides the flexibility that may be in demand. Today, ERP software is beginning to integrate web services within the application itself. When does a company need an ERP? If any of the following conditions apply to a company, then they should go in for an ERP solution: When there is no control over inventory No proper planning for raw material sourcing Delivery time to customer is not as desired Purchase activity is not integrated with Accounts. Tracking status on the shop floor is not easy.

2 Company doesn t have real time information of its business process. Company doesn t have relation between customer sales orders with accounting or production. Sales process of company is not linked to inventory. Company doesn t have any integrated reporting or analysis of Sales, Purchase, Inventory, Accounting and Production. More of manual and/or repetitive work in the system to get the overall picture of the business. No control over production process and the material requirement planning is not as company want to have. Company is not able to consider all the different departments as one entity when it comes to consolidation of a company as a whole. There is confusion between different departments in the company and this is affecting the delivery to customers. In that kind of situations you need ERP software which can reduce the problems of company and the company can earn more profits. Now days it is mandatory to have an erp software to run your company easily and do the business efficiently. BENEFITS OF ERP SOFTWARE Here are some benefits that could be acquired in an ERP software package: Single system to manage many of your business processes Integration between applications functions Reduce overall management costs Increase of return on investment Open source infrastructure These are just several benefits that you may achieve by implementing ERP software for your business. Since there are several ERP software packages available, it is always a good ideal to make sure you've determined your ERP requirements and implement a trial version before you choose your ERP software solution. ERP SOFTWARES & VENDORS Unleash the Power of 2: MFG/PRO eb2 Supply and demand. Cost and profit. Speed and quality. Ever notice that in business, the power of 2 forces often determines success? The power of 2. Our success also depends upon it. It's our job to ensure that our supply chain is fast and lean and our customers are served. For us, it's about speed and quality. It's about margins and market share. And it's about making sure that our company is leveraging the power of 2 to be the most competitive. With MFG/PRO eb2, QAD leverages more than 23 years of experience and commitment delivering solutions to global manufacturers. While other vendors have strayed, they remained true to their focus on the manufacturing sector. Today, MFG/PRO powers some of the most sophisticated and complex manufacturing operations in the world. And

3 because of their ongoing commitment to research and development, MFG/PRO eb2 represents the latest, most comprehensive enterprise software for global manufacturers available today. Proof of their on-going commitment to serving the needs of manufacturers, MFG/PRO eb2 is the introduction of Shared Services Domain it is an infrastructure that allows companies more flexibility in managing multiple business entities and/or locations. Divisions or sites within the enterprise can be segregated into "domains" within a single MFG/PRO eb2 database. Each domain can be assigned its own base currency, chart of accounts, and unique configurations for manufacturing, distribution, services and financials. This new configuration allows for consolidated reporting of and domain-level visibility into your company's operations. These are the core components of MFG/PRO eb2: Manufacturing MFG/PRO Manufacturing modules regulate all manufacturing activity within the various types of production environments. These modules control all activities on the production floor, from identifying missing parts to reporting labor. They also respond to manufacturing events as they occur, with transaction, variance and lot/serial traceability reporting and quality management. Contents of manufacturing module. Lean manufacturing data sheet Manufacturing Control data sheet Manufacturing Planning data sheet Product Management data sheet PRO/PLUS data sheet Sales & Distribution The Sales and Distribution modules of MFG/PRO monitor inventory balances and manage purchasing and sales order entry activities. These modules provide the seamless management, analysis, planning and control of activities related to the procurement of raw materials or parts and distribution of finished goods. Contents of sales & distribution module Consignment Inventory data sheet Logistics accounting data sheet Purchasing data sheet Sales & Distribution data sheet Trade Management data sheet Financials

4 MFG/PRO's financial modules provide multiple companies, multiple currencies, multiple languages, and multiple tax functions suitable for the financial management of enterprises of all sizes. Contents of financial module European accounting data sheet Financials data sheet Logistics accounting data sheet Warehouse Management Advanced Inventory Management (AIM) offers a range of inventory management faculties that enables customers to control the receipt, put away, storage, picking and shipping of inventory using warehouses that exist within the MFG/PRO environment. The complete Warehouse Management system works with a single sheet: Advanced Inventory Management data sheet. MPC an ERP from Geac Performance Management Today's finance offices do much more than simply record the company's financial successes and failures. It provides leadership and guidance to executives, operational managers, and board members as they strive to successfully manage the company and confidently comply with current and emerging government regulations. Geac MPC performance management software makes this demanding job easier. MPC makes enterprise-wide strategic, financial and operational planning, budgeting, forecasting, financial consolidation, reporting, and analysis easier, faster, more accurate, and more useful. Using the software, organizations collect data quickly over the Internet, without the errors traditionally caused by re-keying data and working with multiple spreadsheets. They consolidate and store the information in a central, secure database, which ensures that the entire organization works from a single version of the information and eliminates arguments about whose version is correct. From there, a variety of automated processes, guided workflow capabilities, built-in financial functions, and a familiar Microsoft Excel user interface combine to help people complete their tasks accurately, on time, and within established guidelines. The end result is more efficient and effective management of the company. The features of MPC View financial and nonfinancial performance results on demand, not just at the end of the month, quarter, or year. Link strategies to day-to-day activities and report on results so that plans become actions and people are held accountable. Set up early warning alerts to learn about problems and opportunities while there is time to act. Investigate the transactions and activities that contribute to summary numbers for a more complete understanding of the business environment.

5 Adjust plans, budgets, and forecasts if and when business conditions warrant a change, not just once a year during budgeting season. Meet your regulatory compliance obligations confidently with the help of MPC's financial consolidation and statutory reporting features. Enhance decision-making by evaluating alternative business scenarios quickly and easily. Geac MPC performance management software helps you manage the following processes: Budgeting By using Geac MPC with its built-in web and Excel interface, you maintain the familiar look and feel of spreadsheets but eliminate the problems associated with them. Manage the process using Geac s guided workflow. Streamline data collection with MPC s web functionality. Improve the accuracy and information control using the software s financial understanding and central data repository. Financial and Operational Planning Test multiple combinations of performance targets, forecasts, business drivers, and organizational structures in real time to develop the best possible plan for your organization. MPC s powerful multidimensional driver-based modeling, top-down target setting, reporting, and analysis capabilities allow you to overcome the limitations of inflexible, two-dimensional spreadsheets, and makes possible collaboration across the organization. Financial Consolidation Geac MPC enables you to automate the loading, validation, and consolidation of data from multiple source systems and multiple charts of accounts, making this process easier and accurate. Rely on the software s comprehensive intercompany eliminations, journaling, currency conversion, audit trail generation, and reporting capabilities to help you confidently and swiftly comply with GAAP, IFRS, IAS, and other accounting standards and regulations. Reporting Use Geac MPC to automate the production and distribution of your statutory and management reports and books of reports. Not only do you control which recipients receive which reports, but you also control who sees the data within the reports, in what format reports are produced, as well as the method used for delivery. Ad hoc analysis capabilities empower people to make better decisions faster. Strategic Planning MPC helps you visibly link strategic plans to tasks, budgets, measures, performance goals, and people. Use MPC to identify what strategies and tactics are working and which ones are not so that you can adapt actions and resources as necessary to achieve corporate goals. CONTROL an ERP software by CINCOM systems

6 CONTROL is a web-based Enterprise Resource Planning (ERP) solution that supports manufacturing, financial, and regulatory processes for complex manufacturers and integrates all key business functions. The benefits of CONTROL include: Configuration control and the ability to efficiently manage large volumes of engineering changes; Tracing material for regulatory compliance; Estimating and submitting more formal proposals; Configuring end-items according to customer specifications; Ability to segregate materials and track costs by project. The Cincom Enterprise Management solution offers proactive collaboration, communication and control in a real-time, event-driven environment that provides the strategic platform. It supports response between customers and partners throughout the product life cycle and the supply chain. The Cincom Enterprise Management solution benefits: Integrated enterprise foundation for business; Streamlined business processes, lean manufacturing and performance-based business measurement; Accurate documentation and tracking of materials, programs, customer specifications, engineering changes and more; Flexibility to manage mixed-mode manufacturing environments. The Cincom Enterprise Management solution supports global organizations by offering distributed, multi-site implementation options and multiple currencies and languages. It is the leading integrated ERP solution in the world for aerospace, government contractors and project manufacturing companies. The Cincom Enterprise Management solution includes the following modules: Order Management. Product Engineering. Operations Management Procurement Accounting Additional Cincom Enterprise Management components are available for specific needs throughout the entire product life cycle for complex manufacturers. Modules include: Business Intelligence Financial Management Quality Management Demand Management Program Management Aftermarket Management

7 MXP/DECADE Foresight's flagship ERP system for Small to Midsized Businesses. The MXP Enterprise Resource Planning System is Foresight Software's premier solution tailored specifically for small- to mid-sized businesses that need tightly coupled Financial and Distribution functionality. If we make the product, their integrated Manufacturing suite can help us to make it better. If we service the product after the sale, their Service Management suite can help us to keep our customers happy... and coming back. The MXP system has been proven in the field for more than 20 years, and its latest version, DECADE, brings all of that knowledge, experience, and expertise together in a single, powerful package. Financials It supports our mission that is critical operations with integrated General Ledger, Accounts Receivable and Accounts Payable applications. Their Financial Suite helps us streamline accounting operations, from closing the books more efficiently to speeding the collections process. Most importantly, MXP Financials give us easy access to tools for improving cash management, reporting and cost control. No matter what our business structure, from a single entity to a multi-company, multi-division operation, MXP provides the ability to manage your business down to the last rupee. They also offer optional modules for Fixed Asset control, and online, real-time drill down inquiries into current or past Financial Statements. Distribution Providing a flexible, easy to use interface, the Distribution Suite automates the flow of our product from purchase requisitions, through single- or multi-warehouse (and singleor multi-bin) inventory management, to shipment and invoicing. Along the way, we have access to tools that help you improve each of these crucial business processes. The addition of their optional DataViewer module can also allow us to generate our own queries and reports all through the process, even generating plain-paper POs and Invoices with graphics, reducing your costs for pre-printed forms. Service MXP's Service Suite is an integrated set of functional capabilities that help customer service organizations manage their entire business process. The product suite supports help desk, call management, contract administration, field service, inventory logistics, repair center and financial management operations within service organizations. Many of their customers take advantage of the integrated Preventive Maintenance functionality to service their internal equipment; with fully flow-through financial integration, this can give us a more complete and accurate picture of our business than ever before possible. The Intuitive Enterprise Solution The Intuitive Enterprise Solution is an ERP software application that helps small and mid-size manufacturing businesses achieve increased productivity, lower costs, and happier customers.

8 How does Intuitive ERP software work? By organizing information and automating business processes across the entire enterprise, Intuitive ERP builds flexibility and control into every facet of our business environment and increases the quality and visibility of the information us need to make more profitable decisions. A technology standard unmatched in the industry: Intuitive ERP was built, from the ground up, with 100% Microsoft technology. They are now pioneering Microsoft.NET technology to create the next generation of enterprise software. The current release of Intuitive ERP has a pure.net managed code framework and over 80% of the standard product features have been rewritten in pure.net. Intuitive ERP addresses the following business needs: Enterprise Resource Planning (ERP) Complete integration of planning, materials management and procurement, manufacturing and financial business processes reduces costs and improves productivity, quality and control within our operation. Customer Relationship Management (CRM) Automation and integration of sales, marketing, support and e-commerce helps us win sales and improve customer satisfaction, increasing customer responsiveness and loyalty. Business Intelligence Unparalleled business intelligence (BI) tools provide complete visibility into our system's critical business data, allowing us to make faster, more informed and progressive company decisions. E-Commerce Web applications and adoption of Microsoft's.NET technology enables user to access information, sell product, run business processes and connect with customers and partners anytime, any where via the internet. Extended Enterprise Intuitive ERP is designed to support businesses that operate at a single location or with multiple plants -- across town or across the world. Technology Infrastructure An exclusively Microsoft-based solution facilitates a smooth, quick implementation and simplified system administration, customization and integration of our business system, while also providing a stable, scalable technology infrastructure.

9 Functions of Intuitive ERP: Planning Generate plans on demand, analyze material requirements, control production costs and scheduling, and manage resource efficiency. Inventory Manage detailed inventory records, maintain optimal inventory levels, simplify inventory transactions, automate frequently performed tasks, ship and receive goods, track material location/lot information, track serial numbers, utilize bar coding, and perform cycle counting and physical inventories. Engineering Create and maintain multi-level visual bills of material manage product data, design routings and standard processes, and track and control engineering changes. Purchasing Manage procurement, organize and maintain detailed vendor information, maintain a bid matrix, create purchase orders or generate purchase orders from planned orders, manage requisitions, and receive and inspect vendor shipments. Manufacturing Plan and schedule production, enter and track work orders, control the shop floor, monitor production status, manage material and equipment capacity, promise deliveries, and track time and attendance. Finance Create budgets and monitor cash flow, process accounts payable and accounts receivable, generate general ledger activities, reconcile financial accounts, and track material, labor and production costs. Create professional presentations with your financial statements. Quoting/Estimating Provide quotes and estimates to customers and automatically convert quotes to sales orders. Easily create new items (and associated bills of material and routings), copy and modify existing items, or quickly configure an item on-the-fly. Order processing Provide quotes and estimates, enter and maintain complex sales orders or convert quotes directly to sales orders, create new items, bills of material and routings on-the-fly, maintain price matrices, and ship finished product. Advanced configurator Quote, sell and deliver complex, custom-configured products, compress the quote to delivery cycle, view design and pricing changes automatically, and simplify the collection and management of critical product data.

10 Quality Inspect incoming (purchased) and outgoing (manufactured) materials, inspect returned materials, trace defective parts to their original location/lot, and maintain data on instruments and equipment. Intuitive SPC Inspect incoming (purchased) and outgoing (manufactured) materials, inspect returned materials, trace defective parts to their original location/lot, and maintain data on instruments and equipment. Return Material Authorization Handle the return of materials, automatically de-book sales, commissions and taxes, create customer credits, and request and document RMA samples. Intuitive forecasting Generate forecasts based on usage data and multiple forecasting methodologies, generate demand requirements based on forecasts, and analyze forecasts compared to actual data. Payroll human resource Manage your employee's salary and job histories, benefit eligibilities and uses, and process payroll. Alert messenger Maintain real-time workflow communication by automating customized messages to vendors and customers as well as employees for specific system events, via , onscreen messaging, or pager. Project management Establish projects and master projects associate Project IDs with all facets of the system, maintain a Project ID in multi-level manufacturing and procurement orders tied to a given sales order, report on revenues, expenses and profit/loss for any project, and report on progress billing. Intuitive mobile Use wireless handheld devices for shop floor and inventory transactions.