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

June 2008 to Sept 2008

Second Ph

October 2008 to Dec 2008

Third Ph

support

Jan 2009 to March 2009

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