Finsys SME Module List

Annexure A

Scope of the ERP Project  ( inclusions )

These are the modules usually chosen by a SME unit

in the first 3 months of the ERP implementation

First Phase

2 MONTH

Second Ph

2 MONTH

Third Ph

support

8 MONTH

Module

Subject

Details

To be done in which phase ?

Management Control and T.N.A

MIS- Top Mgmt

Basic

 Special to the point - Cockpit reporting of all the modules you have in the ERP.  

Phase -2

E.D.P.

Basic

 E.D.P - monitoring,  and administration . User Rights. Security levels, Backups, tracking who did what ?

Phase -1

Correspondense

Internal

 Internal Messaging System( like E-mail ) , using the ERP, sending the messages, within the ERP network, for better internal communication

Phase-1

Basic Non-Financial Software

Engg, Purchase , Stores , QC,

Items

Masters

 they will be involved in the creation of the Item Codes, Grouping, Sub-Grouping, Classification,  basic Purchase, Stores masters -to be uploaded

Phase -1

Vendor

Masters

 they will be involved in the creation of the Vendor Codes, Grouping, Sub-Grouping, Classification,  

Phase -1

Purchase

Purchase

Basic

 Making of the Purchase Orders Fixed Qnty PO , printout, Neat Format with Logo. 

Phase -1

  PO to be made against the manual Purchase Indents.

Phase -1

 Option to "Close" the PO , and see Closed PO Report

Phase -1

 Approved Vendor List - is not required, Rate to be fed during PO entry.

Phase -1

 Report Required for pending PO 's

Phase -1

 Cash Purchase - no PO required, will continue with manual control.

Phase -1

Purchase

On line

 On line approvals of Purchase Orders

Phase -1

Purchase

 Amend

 PO Amendments, on line

Phase -1

Stores - Basic

Stores

Inward

 Stores Inwards- MRR , - with Rate Calculation and also show the Excise, cess and Sales Tax etc.

Phase -1

 Stores inwards connnected with PO

Phase -1

 Tracking of PO vs Delivery from vendors Report

Phase -1

RGP

 Goods sent to Outside Parties, on RGP for job work or repair.  Connected OSP Reports.

Phase -1

NRGP

 Rejected Goods sent to Outside Parties, on NRGP. Connected NRGP Reports.

Phase -1

 Issues

 Goods issued to Production . On Issue Slip. Connected Issue Reports.    

Phase -1

 Issues

 Faciity to issue - Department wise and Machine Wise.  Plus Report on this.

Phase -1

 Returns

 Return of stock from Production floor to the stores

Phase -1

 Closing Stock

 Report of Closing Stock in hand- based on weighted average cost.

Phase -1

Age

 Slow moving Stock Report- according to number of days.

Phase -1

Min-Max

 Maximum -Minimum - Reorder Level reports.   

Phase -1

Reports

 Daily Receipts Register, Daily issue Register- also vendor wise, item wise

Phase -1

Reports

 Stock ledger and summaries

Phase -1

Quality-Inward

Quality-Inward

Basic

 QC colm in each MRR. No issue of material without QC, Updation of each MRR with Pass-Fail-rework flag.  Basic inspection / failure reports

Phase -1

 No MDCC is to be issued to the vendor . In the ERP, QC is done after goods come to the factory .  On-line Outward inspection is also not required in this initial ERP phase.

Production - Basic

Production

Basic

 Entry of Item wise production. For each shift. basic date wise/item wise production reports. For giving input to the Finished Goods Stores only ( for invoicing and stores only). 

Phase -1

Sales Area - basic invoicing

Customer

Masters

 they will be involved in the creation of the Codes, Grouping, Sub-Grouping, Classification,  database

Phase -1

Despatch

Basic

 Putting the customer PO . Making Invoices .Basic sales registers, charts and Schedule v/s actual reports . Excluding Exports

Phase -1

 Excluding the Logistics Management

Marketing Reports

Basic

 MIS reports on Sales movements, Rising Sales, Dropping Sales, % analysis, Graphs, Category wise, party wise, item wise Reports

Phase -1

Despatch

Rejection-Purchase Returns

Rejected Material Despatch Advice ( RMDA cum Invoice), Requests for return -for invoice , Finance, Sales Tax, Excise linkage   ---  this is to be made by Finance people --  when they reject a Vendor's lot, --- they might have to return the goods with or without invoice.

Phase -1

Basic Modules can be done for =

 Rs. x

Advanced = Engg, Purchase , Stores , QC,  & Production

Advanced = Engineering

Masters

 Bill of Materials( RM + Components + Consumables). Concept of Revision no, BOM Tree, Multiple use Materials, 3 dimensional BOM with Time/production Stage referencing

Two

Cost

Material costing

 Product wise BOM based Raw Material costing. - based on Recent Purchase Price, and Standard BOM. Computation of Contribution %, Labour and Overheads costings is excluded.

Phase-2

Advanced = Stores

Store Indents (production /assembly )

Stores Issue Requests

Issue of material acc to Production Requests. Issue of material according to BOM. ,

Ph-2

 Job Workers

Advanced

 Jobworker reconciliations, 1-to-1 correlated, Conversion of Form , Moulding /Fabrication Vendors reconciliation. Job work account, Plant ledger, Loss allowed %.

Phase -1

Advanced Purchase functions - part 2

Purchase

M.R.P.

 Material Requirement Planning . Purchase Planning, based on stock positions, BOM , Production Plan, Sales plan and the minimum level buffer stocks , Std Order Lot Qnty 

Three

Other optional modules added

Projects

Time and Action

 TNA - Time and Action Reporting. What tasks given to whom and what is the current status ? Which activities are in time v/s. in Delay ( Yellow & Red Zone) -- Can also be used for any Shipment, any Sampling. Any project . Helps in reducing Time Used.  

Three

Correspondense

External

 Log of every mail, contracts, fax, samples inwards, outwards , drawings sent and received etc + Electronic Dak Register

Phase-1

Gate

Basic

 Entry of Material inward at the Gate itself,   PO is compulsory for BOM items. Later linked to the MRR in Stores.  With Alert to Planning Dept/Stores

Phase-1

Advanced Modules can be done for =

 Rs. x