BackBone Enterprise Management System

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BackBone - Enterprise Management System

• Expert Solutions

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Features of Enterprise Management System

• In addition to the usual functional and technical
  features of a system that are common in any
  developed system, Enterprise Management System
  will have following important features.
• Functional Features
• Company and Division level data capturing
• The system offers a company and division level
  data-capturing mechanism. All transactions are
  division wise and can be consolidated over a
  division or a company. Consolidation of data of a
  number of companies is also possible if it is
  imported in a single database as the database
  design provides scope of having data of multiple
  companies. For instance "ABC" can be defined as a
  company and "EDF" and "GHI" can be defined as
  divisions under the company. (Note Importing
  other company's data is out of the scope of the
  system.)
• View Screen Shots
• Sharing of master data
• The system provides facility of sharing of master
  data among all the divisions of a company. For
  example Vendor master can be shared between EDF
  and GHI divisions saving the labor of duplicating
  data for both the divisions and maintaining it.
• User definable document codes
• User definable document codes and their running
  sequences. Transaction types are predefined in
  the system.
• View Screen Shots
• Automatic document posting effects
• The effect of posting of a document is
  automatically done in the background of the
  process.

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Technical Features

• Administrator has an option to create a common
  database User ID or to create an individual
  Application User ID for the new user. The
  mechanism can be used to reduce the number of
  database users but at the same time allows as
  many application users as required. Oracle
  software of minimum users can be sufficient.
• Every transaction or master row captures the
  application User ID.
• Menu item level access control by Administrator.
• System Administrator can customize the menu as
  per the requirements.
• Administrator can customize the error messages to
  have desired text in the messages in English.
• Facility to activate or deactivate a master row.
  For example activate a vendor or deactivate a
  vendor.
• Provision to save each report in Microsoft Excel
  sheet at runtime.
• History of all-important master data is
  maintained.
• Parameter based automated process functionality.
• A good Error-reporting mechanism.
• A good Version Controlling for all the programs.
  Linux CVS is used to maintain versioning of the
  programs (Operating System at the development
  site is Linux 8.0).

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Implementation Plan of Enterprise Management
System

• The complete Enterprise Management System will be
  implemented module by module the priority of
  each module is defined in early stages of the
  development of the system.
• Installation
• ESPL representatives install the completed module
  at the User site with appropriate release number
  of the module.
• User Training
• At the time of installation, ESPL representatives
  give a formal training to the key users to get
  the best use of the system.
• Implementation
• All the implementation issues are discussed with
  the concerned persons. User systems staff does
  pre-requisites like data-migration from old
  system to the new system. After a series of
  discussions and agreements, criteria of
  implementation of the system are decided. The
  user starts using the system once all issues are
  sorted out and the system is implemented.
• Post-Implementation Issues
• An adequate Error-Reporting mechanism is provided
  in the system to communicate the error to the
  developer. The system generates a unique Error
  code for each error/bug. User needs to make an
  entry of the bug in the reporting program and
  when completed, he should mark its rectification
  date and time. Reports on completed and pending
  bugs are provided in the system.

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List of Modules in the Scope of Enterprise
Management System

• Payroll
• Bill Of Material (BOM)
• Purchase
• Production Planning and Control (PPC)
• Stores
• Production /Manufacturing
• Quality assurance.
• Financial Accounting
• Bill Passing
• Sales and Marketing
• Spares and Warranty (Optional)

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System Flow
Requirement
Sale Order/Plan
MRP
BOM Modifications
Purchase
Sub-Contract
Production
Gross Net Manufacture
Job-work Parts
Part Planning
Purchase Orders
PO Schedule
Delivery Note
Vendor Parts And SOB
Good Receipt Note
Sub-contractor
Tooling Contracts
Vendors
Finished Parts
Yes
Inspect?
Configuration sheet
Assembly
No
Inspection
Stocks
Material issue
To Bill Passing
Quality Control
Depot
Invoice
To Finance
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Payroll

• Payroll Important Features
• Online Attendance Capturing
• Configurable Earning Deduction Heads
• Configurable Salary Rules
• Electronic Salary Statement transfer to Bank via
  email
• Payroll Major Processes
• Attendance management
• Leave management
• Earning /Deduction Management
• Loan / Advances Management
• Pay slip Processing
• Payroll Accounting Major MIS Reports/On-line
  Enquiry
• Payslip
• Statutory Reports
• Bank Statements

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Payroll Process Flow
Master Management
Leave Management
Attendance Capturing
Earn / Ded Head Capturing
Production DataCapturing
Loan Advances Capturing
Arrears Data Capturing
Payslip Generation
Statutory Statements
Bank Statement
Ledger Posting
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Bill of Material (BOM)

• Important Features
• Categorization of Parts into different categories
  with format validations
• Modification Request and comments on the request
  by concerned persons
• Administrator defined authorization of Request
  approval
• Pop-up of pending activities to the user at the
  time of logging-in
• Theoretically unlimited number of BOM levels
• BOM Major Processes
• Defining a Part/Bill of material/Assembly
• Design Modification Request (DMR)
• Modification Request Approval/Rejection(DMD)
• Design Modification note (DMN)
• Approval, Planning and Implementation of an (DMI)
• Model sub-assemblies and groups
• Application configuration to offer to the
  customer for his selection
• BOM Major MIS Reports/On-line Enquiry
• BOM Explosion/Implosion Report
• DMR Status
• Application configuration sheet

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Bill Of Material Process Flow
Drawing Receipt
D M Request
Employee
Product Family
Comments
Part Master
Models Applications
Approve Request?
No
Stop
BOM
Assy. Groups
Yes
Application Configuration
Design Modi. draft
Assembly Relations
To Customer
DM Note
Product Configuration
Planning
To Sales
To PO schedules
Implement
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Purchase

• Purchase Important Features
• User definable Purchase Order Types
• Excellent mechanism of Part Planning for Purchase
  
• Excellent mechanism of allotment of parts to
  vendors (SOB, etc..)
• Purchase Major Processes
• Defining a Vendor, location and Share of Business
• Part Planning
• Purchase Orders/Amendments
• Sub-contracting
• Tooling Contracts / Amendments
• Purchase Major MIS Reports/On-line Enquiry
• Supply details and summary of a vendor
• Buyers, parts and vendor listings
• Buyer-wise stock on hand
• Schedule follow-up

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Purchase Process Flow
Vendor inspection and decision
Vendor Parts and job work information
Define Vendor
To Vendor
Stock Updates
Requirement from MRP
Raise PO
Approve PO
GRN
Vendor Stock Updates

Amendments
Finance
Masters
PPI Purchase
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Production and Planning Control (PPC)

• PPC Important Features
• An excellent MRP mechanism
• Consideration of BOM modifications into MRP with
  cognizance of effective implementation dates
• Excellent implementation of procurement
• Auto-generated Purchase Order schedules based on
  MRP
• PPC Major Processes
• Material Requirements and Planning (MRP)
• Purchase order schedules/Tracking
• PPC Major Reports/On-line Enquiry
• Part-wise and vendor-wise requirement

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PPC Process Flow
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Stores

• Stores Important Features
• Document entry and posting for each transaction
• An excellent mechanism for defects and defect
  responsibility
• Stores Major Processes
• Inward entry Material Received (GRN)
• Material issued (Delivery Note)
• Inter-department transactions
• Stock Balance
• Physical Inventory
• Material consumption as per BOM
• Stores Major MIS Reports/On-line Enquiry
• GRN reports
• Delivery notes reports
• Stock under inspection
• Stock balance as on date
• Material Consumption in a final product

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Stores Process Flow
To Commercial
Inspection
Inspect?
Yes
Print GRNS
GRN
Inward Entry
No
Post GRN
Rework DN
Update Vendor stock
Vendor
Rejection Location
Scrap Note
Vendor
Post DN
dept1, dept2, dept3 Assembly
Semi-finished Product
Requisition
Stocks
Delivery Note
Issue
Masters
PPI Stores
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Production / Manufacturing

• Production module Important Features
• Integrates planning and shop floor
• Dynamic route cards
• Work order integration
• WIP stock maintenance
• Resource utilization statistics generation
• Operator efficiency calculation
• Stage wise production monitoring
• Screenshot

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Quality

• Quality module Important Features
• Categorization of defects into different
  categories
• Parts defects checklist
• Structured data using masters for inspectors,
  inspection types, inspection decisions
• Configurable Parts inspection parameters and
  specifications
• Configurable DOL function
• Defects and rectification critical data analysis
  features
• Vendor Quality rating monitoring
• Yield measurement
• Parts / Assemblies inspection forms linked with
  GRN inspection form
• Integration with production to monitor and
  analyze in-process quality
• Special tracking mechanism for repetitive defects
• Screenshots

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Financial Accounting

• Financial Accounting Important Features
• User definable financial year types
• User definable voucher types
• Excellent mechanism of cross-referencing
• Simultaneous transactions pertaining to closing
  month and open month (year-end case)
• Division level and company level consolidation of
  accounts
• Many-to-many entries reconciliation and
  un-reconciliation of bankbook and bank statement
• Excellent mechanism of depreciation calculation
  pertaining to all types of asset-transactions by
  appropriate depreciation method (Straight-line
  and Written-down-value)
• Excellent mechanism for credit and debit of
  central excise duty
• Capital budget
• Cost-center budget
• Financial Accounting Major Processes
• Ledger and sub-ledger accounts
• Vouchers and Day Books
• Accounts Payables and Accounts Receivables
• Final Accounts (PL and Balance Sheet)
• Bank Reconciliation
• Indirect taxation
• TDS and company tax planning

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Financial Accounting Process Flow
From Sales
From Purchase
Invoice voucher
Bill passing
To Customer
Purchase voucher
Receipt voucher
Journal voucher
To Supplier
Payment voucher
Debit Note
General Ledger
Credit note
Travel Exp. voucher
Cash Receipt voucher
Cash payment voucher
Day books
PL
Balance sheet
CrDr analysis
Ageing
Define Account
Define Sub account
Transaction voucher
Voucher posting
General Ledger
Cost center
Bank voucher
Bank-reco.
Voucher type
Cash-book
Cash voucher
Financial Year type
Cost center Budgeting
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Bill Passing

• Bill Passing Important Features
• A hand-in-hand relation of supplier challan, GRN
  and Purchase Order
• Cognizance of Purchase Order amendments
• Excellent mechanism for tooling contract payments
  and advance recovery
• Bill Passing Major Processes
• Bill Entry and Finalization
• Connecting GRN and Bills and Purchase Orders
• Charge types and VAT/Sales Tax Codes
• Cheque printing
• Bill Passing Major MIS Reports/On-line Enquiry
• Connected and unconnected GRNS
• Pending Bills

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Bill Passing Process Flow
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Sales and Marketing

• Sales Marketing Important Features
• Sale order types
• Sales Marketing Major Processes
• Customer master and location maintenance
• Sales order
• Sale order schedule
• Sale order amendments
• Order acceptance (Creation, amendment and
  cancellation)
• Packing notes
• Dispatches
• Sales Marketing Major MIS Reports/On-line
  Enquiry
• Customer-wise statistics
• Sales volume
• Collections

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Sales Marketing Process Flow
Customer Registration
Lead Generation
Quotation
Amendments
Sale Order
Order Receipt Acceptance
Sale Invoice
Work Order For Production
To Commercial / Finance
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Spares and Warranty (Optional)

• Spares and Warranty important Features
• Spares and Warranty Major Processes
• Spares Price list
• Exchange Rates
• Order acceptance (Creation, amendment and
  cancellation)
• Spares and Warranty orders
• Packing notes
• Dispatches
• Statistics and Analysis Reports
• Spares and Warranty Major MIS Reports/On-line
  Enquiry

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Spares and Warranty Process Flow
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• Thank You

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Hierarchy Company Master
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Hierarchy Division
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Hierarchy Plant
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Hierarchy Department
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Hierarchy Section
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Hierarchy Cell
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Document Number Control
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Engineering Part master
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Engineering PPI Engineering Master
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Engineering Drawing Receipt Header
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Engineering DMR
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Engineering DMD
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Engineering DMN
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Engineering DMN Implementation Details
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Engineering BOM Entry
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Materials Purchase Requisition
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Materials - Purchase Requisition ( Contd.)
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Materials Purchase Order (PO Header)
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Materials Purchase Order (PO Items)
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Materials Purchase Order (Other Charges)
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Materials Purchase Order (Job Work Items)
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Materials Purchase Order (Header charges)
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Materials Purchase Order (Payment Schedule)
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Materials PO Delivery Schedule
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Materials Inward Entry
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Materials GRN Header
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Materials GRN Items
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Materials GRN Note
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Materials GRN Inspection
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Materials Materials Issue
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Materials Transfer Note Posting
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Materials GDN Header
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Materials GDN Items
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Materials Stock Transactions
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Materials PPI Stores Master
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Materials PPI Purchase Master
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Materials RG23C Entries
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Materials Standards Master
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Materials GRN Inspection
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Materials QCA Details
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Materials Commercial Invoice Header
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Materials Commercial Invoice Details
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Production Entry
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Payroll Employee Master
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Payroll Employee Earning Deduction
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Payroll Salary Rule Header
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Payroll Monthly Detailed Muster
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Payroll Salary Checklist Processing
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Payroll Leave Transaction
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Payroll Daily Attendance
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Payroll Compensatory Off Master