18 July,2001SARAERP - SARAINFOTECH LTD.1 SARA Infotech Pvt. Ltd. Bombay, India. Enterprise Resource...

18 July ,2001 SARAERP - SARAINFOTECH LTD.

1

SARA Infotech Pvt. Ltd.Bombay, India.

Enterprise Resource Planning


2

Highlights in SARA ERP

Only authorized persons can view/update a particular transactionFinancial limits for authorized persons to approve transactions like Purchase Order, Sales Order, InvoicesPurchase Order can be made against Purchase RequisitionsCredit limits for customer


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Highlights in SARA ERP contd.

Limits for cash purchase can be fixedGRN can be made for ordered quantity onlyComputer calculates Purchase bills as per accepted quantity in GRN and rate as per PODuplicate bill can not be entered in to the system


4

Highlights in SARA ERP contd.

Payments more than due can not be madeComputer selects material as per customer specificationsEmployee expense budget VS actualEmployees can not be paid more than their budget expense head wiseExpense analysis e.g. Car expenses can be analyses in to Petrol, toll repair


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Highlights in SARA ERP

contd.

Sales Realization available Invoice wiseOn-line view of stock in Primary Store, General Store, Spares Surplus items, Obsolete itemsOn line view of Customer/Item, Vendor/Item, Sales Statistics


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PRODUCTION, PURCHASE,

STORES, A/C PAYABLEPENDING

SALESORDER/

FORECAST

MASTERSALES

SCHEDULE

MASTERPRODUCTION

SCHEDULE

STORE INDENTDisplays Last Vendor Rate,Pending PO, StockTotal estimated value

PURCHASE REQUISITIONAutomatically creates Purchase Requisitionfor Indents, Displays Pending PO

PURCHASE ORDERChecks limits of the Approving authority

GOODS RECEIVED NOTEDisplays Pending orders, Updates Pending orders, GRN Pending for Bills, Update stock


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PRODUCTION, PURCHASE,STORES, A/C PAYABLE contd..

BILL ENTRY & BILL PASSINGCAPACITYREQUIREMENT

PLANNING

MATERIALREQUIREMENT

PLANNING

DR/CR NOTEJV BANK/

CASH

SUPPL.ENTRY

BILL PAYMENT

GENERAL LEDGER

TRIAL BALANCE

TRIAL BALANCEWITH SUPPL. ENTRY

Displays GRN Pending for Bills, calculate bills as per PO Rate.GRN qty. accepted Updates vendor o/s. Duplicate Bill can not be entered in the System.

Displays bills due party wise/date wise.Print cheques.Updates vendor o/s and create G/L entries.Calculate Tds.


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SALES, INVOICING, A/C RECEIVABLE

QUOTATION

SALES CONTRACT

SALES ORDER

PACKING REFERENCE

PRODUCTION

Updates Pending Sales Contract, Copy specification From master

Displays pallet matching the customer specification

PACKING STORE


9

SALES, INVOICING, A/C RECEIVABLE

contd.

DELIVERY ORDER

SALES INVOICE

Update Pallet wise stock

RECEIVE PAYMENT POSTDATED CHEQUES

Update customer o/s stock.Create G/Lentry.VAT calculation

Display customer outstanding, Update customer outstanding.Create G/L entries

GENERAL LEDGER

SALES EXPENSE LINK WITH

INVOICE

BOOK CONTAINER


10

Modules of SARA ERP

Production Related Modules Master Production Schedule Capacity Requirement Planning Material Requirement Planning Shop floor control and Work in

Process Utilities Consumption and Control Scrap Accounting and Control


11

Modules of SARA ERP

Contd.

Purchase/Stores Related Modules Purchase Management Subcontracting Stores and Inventory Control


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Modules of SARA ERP contd.

Accounts Related Modules Accounts Receivables Accounts Payable General Ledger Costing Fixed Assets Fixed Deposit Accounting Foreign Exchange Buying/Selling


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Sales Related Modules Finished Goods Production Sales Order Processing Dispatching and Invoicing Distribution Resource Planning

Technical Modules Laboratory and SQC Plant Maintenance Project Management


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Human Resource Management Payroll Human Resource Development

Customer Relationship Management Customer’s Profile Competitor’s Profile Electronic Data Interface Customer Complaints/Feed Back After Sales Service


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Features of Production Related Modules

Master Sales/Production Schedule Pending Sales Orders/Expected Order Marketing Departments Priority for

Orders Add Order Requirements Develop Master Sales Schedule for

Next few Buckets


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Features of Production Related

Modules contd.

Capacity Requirement Planning Production Requirements from Sales

Schedule Take into account unreserved finished

goods inventory and safety stock M/C Requirements for Sales Schedule Compare M/C Requirements with

capacity of M/C Calculate Overloading/Under loading


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Modules contd.

Capacity Requirement Planning In case of Under Loading provide a list of

Pending Sales Orders for next 2-3 months In case of overloading Marketing Department

Changes, Priority for Pending Orders Resolve the conflict of overloading/Under

Loading Prepare Master Production Schedule firm for

next month and tentative for two more months


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Modules contd.

Material Requirement Planning Calculate Raw Material Requirement from

Master Production Schedule Calculate Inventory of Raw Material Calculate Safety Stock of Raw Material Calculate Net Raw Material RequirementsRM as per MPS - Inventory + safety Stock


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Modules contd.

Material Requirement Planning Calculate Pending Orders for Raw

Materials Calculate Raw Material Requirement

after Pending Orders Calculate Pending Indents for Raw

Materials Calculate Raw Material Requirement

after Pending Indents Generate Indents for Raw Materials


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Modules contd.

Shop Floor Production and Concepts Production/Reading, waste generation

taking into accounts operation/norms M/C Stoppages Packed Production Waste/scrap sent to stores Physical stock at the end of month Reconcile Raw material consumption Efficiency of M/C


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Modules contd.

Utilities Consumption and Control Norms of Consumption for Utilities Reading Points Readings Actual Consumption of Utilities Consumption of Utilities as per norms Compare Actual Consumption with

Norms


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Features of Accounting Modules

Multi CurrencyCash/Bank Voucher, Sales Invoices, Purchase Bills, JV, Dr/Cr NotesDay Books, Ledgers,Trial Balance,P&L,BSPost Dated ChequesSales Expenses,Purchase ExpensesNet Contribution


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Features of Accounting Modules contd.

Transporter’s BillsNet ContributionEmployee Expense Budget,Monitoring,Analysis e.g Tour,CarGRN pending LiabilityTaxation Reports e.g VAT,TDSAging Analysis of A/c Receivables,Payables


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Features of Accounting Modules contd.

Bill DiscrepancyCustomer WorthinessProject/Cost center wise AnalysisSecurity User wise,Transaction wise and Amount wise


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Features of Sales,Invoicing Module

QuotationSales ContractCustomer SpecificationSales Order,LCPacking ReferenceDelivery OrderSales Invoice


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Features of Sales,Invoicing Module

Misc. InvoiceMaterial Return NotePre shipment/Post Shipment DocumentationCustomer Credit LimitFinished Goods Stock StatementFinished Goods Aging Analysis


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Features of Sales,Invoicing Module Cont.

Matching of Stock with Customer SpecificationSales Analysis (Country,Item,Sales Agent,Sales Man)Sales RealizationSales PerformanceNon Moving CustomersSales Agents Commission


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Features of Purchase,Stores

Store IndentPurchase Inquiry (RFQ)Receipt of Quotation/Comparison of QuotationPurchase Order (Last Rate,Inventory on Hand)GRN/Inspection of goods


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Features of Purchase,Stores contd.

Material Sent for ProcessingMaterial issued to Shop FloorMaterial issued against IndentMaterial Transferred from one shop to anotherScrapping of Material


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Return of rejected Material to SuppliersMaterial sent on LoanReservation of materialPerpetual InventoryPhysical Stock VerificationPacking/ Repackaging of MaterialSNO Statement


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ABC AnalysisStock StatementStock AgingConsumption RegistersBudget VS ConsumptionPrice MovementM/c Sent out for Repairing


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Features of Plant Maintenance

Planned MaintenanceBreakdown MaintenanceCondition based maintenance (Reading of Equipments)LubricationOpportunity MaintenanceAd-hoc Maintenance (Job card/Word Order)


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Features of Plant Maintenance contd.

Calibration of EquipmentsMean Time between failure (MTBF)Mean Time to repair (MTTR)Breakdown AnalysisSpares/Consumables/Man Power consumedHistory of EquipmentsMaintenance Cost Budget VS Actual


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LAB TEST and SQC

Item AttributesQuality/Grade of ItemsCustomer/Suppliers/Company/ISO StandardsCertificate of Analysis%Low,High,Normal,Best AchievedStatistical Analysis (Mean,SD,CV)


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HUMAN RESOURCE MANAGEMENT

Payroll Pay slip,Professional Tax

(PT),Leave,Loan,Bonus,PF,Social Security,Income tax,Overtime

HRD Recruitment and Selection Training Performance Appraisal (KRA) Increments and Promotions Disciplinary Actions Separation


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How to select an ERP Package

Define ObjectiveAppoint Task ForceStudy material Available on ERPPackages AvailableModules RequiredCapabilities Required (Master,Transaction,Reports,Queries)


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How to select an ERP Package contd.

Arrange Marketing DemosArrange full technical DemosVisit Successful and failure sitesEnquire from Top/Middle/Operators about good/bad pointsMatch capabilities required Vs Available80% to 90% is very good fit


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Ask Questions Who will implement-Developers/Third

party What is their Experience Who will make changes to Database Who will write new Reports Who will Train Is Trained Manpower Availability/Cost Is Source Code Available


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Total Cost Hardware System Software Communication/Cabling Application Software (Per User/Company) Implementation Charges Training Charges Man Power Cost Annual Maintenance Charges


40

SARA ’s Team and Client’s Team

SARA ’s Team

Project Manager

Project Consultant

(One Week per three months)

(Full times for 9 months)

(Full times for 9 months)

Programmers &

Analyst


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CLIENT’s TEAMProject Manager

(preferably Non-IT)

Project Coordinator

DepartmentCoordinator

Department Coordinator

DepartmentCoordinator

(4 Hours per Week)

(Full Time)

(4 Hrs/day)

Operators Operators Operators


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TIME ESTIMATESSr..No

Work to be done TimeRequirement

1. Requirement/Gap Analysis

Common master files and loading of common files

2.

3.

4.

5.

6.

7.

Purchase / Stores / Accounts Payable

Finished Goods/Sales Order / Invoicing / A/R Plant Maintenance/SQC/Customer ComplaintsProduction Modules

G/L/Payroll (in parallel)

Total

1 month

1 months

2 months

1.5 months1.5 months

2 months

9 months

2 months


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WHY SARA ERP

Functionality similar to or more compared to well known International PackagesFuture Taxes Can Be Handled Very Easily Without Changing ProgramsVery User FriendlyEasy To ImplementDevelopers Are the Implementers


44

WHY SARA ERP

Implementation time and costs are much lowerOn Popular Platform like Power Builder,MS-SQL Server & Window NTEasy Availability of Trained Manpower for Implementation/MaintenanceSystem Software Cost Is Much Lower


45

WHY SARA ERP

Hardware Cost Is Much Lower (Its Runs On PC)Possible To Supply A Few Modules As Per Requirement of ClientBig Reports Can Be Printed On Dot Matrix Printer in A Fast ModeSource Code Available under ConditionsFuture Enhancements/New Modules will be Available

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