enterprise systems _ introduction, sales & distribution

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SVKM’S NMIMS (University) Mukesh Patel School of Technology Management & Engineering Ramgopal CANCHERLA Ramgopal CANCHERLA cancherla@gmailcom 1 Enterprise Planning Systems (EPS) MBA (Tech) 14th Nov2013

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Page 1: Enterprise Systems _ Introduction, Sales & Distribution

1

SVKM’S NMIMS (University)

Mukesh Patel School of Technology Management & Engineering

Ramgopal CANCHERLA

Ramgopal CANCHERLA cancherla@gmailcom

Enterprise Planning Systems (EPS) MBA (Tech)

14th Nov2013

Page 2: Enterprise Systems _ Introduction, Sales & Distribution

Ramgopal CANCHERLA cancherla@gmailcom

2

EPS ~ ERP

EPS CONTEXT

Setting

ERP Functional Modules

Extended ERP

ERP Market Place

14th Nov2013

Page 3: Enterprise Systems _ Introduction, Sales & Distribution

Fundas of ERP Process [1]

Ramgopal CANCHERLA cancherla@gmailcom 3

• Group of transactions : Role• Group of Roles : User• SOD : Segregation of Duties

Transaction

• Drill down as in Explorer

Menu Path

14th Nov2013

Page 4: Enterprise Systems _ Introduction, Sales & Distribution

Fundas of ERP Process [2]

Ramgopal CANCHERLA cancherla@gmailcom 4

• Unit [Module]• Integrated• UAT• Regression• Stress & Load

Testing - Types

14th Nov2013

Page 5: Enterprise Systems _ Introduction, Sales & Distribution

Fundas of ERP Process [3]

Ramgopal CANCHERLA cancherla@gmailcom 5

•Create•Change•View

Transaction Rights

14th Nov2013

Page 6: Enterprise Systems _ Introduction, Sales & Distribution

Fundas of ERP Process [4]

Ramgopal CANCHERLA cancherla@gmailcom 6

• From Legacy System• From Multiple Sources

Data Migration

• On line• On Discs• On Server• Disaster Recovery

Data Archiving

14th Nov2013

Page 7: Enterprise Systems _ Introduction, Sales & Distribution

ERP usefulness

Ramgopal CANCHERLA cancherla@gmailcom 7

Integrated application modules that support all of the company business

transactions

Industry solutions support the combination

of R/3 modules with additional industry

specific functionality

SAP R/3 is an event-driven transaction

processing software

14th Nov2013

Page 8: Enterprise Systems _ Introduction, Sales & Distribution

ERP usefulness (contd)

Ramgopal CANCHERLA cancherla@gmailcom 8

It is an integrated software that facilitates the flow of information among all the modules

of an organization

All application modules share the data through the database, therefore the data is entered only

once

It has the ability to customize the

application modules to meet business requirements

14th Nov2013

Page 9: Enterprise Systems _ Introduction, Sales & Distribution

ERP benefits

Ramgopal CANCHERLA cancherla@gmailcom 9

Built on > Best PracticesInfo details > enables drill downCentralized data > consistencyReal-time info > up-to-the minuteDocument history > traceabilityAccessibility > by authorizationTracking > monitor & find answers to queryMinimized > mistakesBenefits all > across the company

14th Nov2013

Page 10: Enterprise Systems _ Introduction, Sales & Distribution

10Ramgopal CANCHERLA cancherla@gmailcom14th Nov2013

Page 11: Enterprise Systems _ Introduction, Sales & Distribution

Ramgopal CANCHERLA cancherla@gmailcom

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Sales & Distributionsd

14th Nov2013

Page 12: Enterprise Systems _ Introduction, Sales & Distribution

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Sales and Distribution (SD)

Ramgopal CANCHERLA cancherla@gmailcom

Revolves around

•Order•Delivery• Invoice

14th Nov2013

Page 13: Enterprise Systems _ Introduction, Sales & Distribution

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SD : MDM : Master Data Management

Ramgopal CANCHERLA cancherla@gmailcom

Products

Customers

Vendors

Payment Terms

Rates & Taxes

Sales Hierarchy

14th Nov2013

Page 14: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Pricing

Ramgopal CANCHERLA cancherla@gmailcom

Standard costPrice to Distributor

/ Stockist / Wholesaler

Price to Retailers Price to Consumer / Customer

Excise Duty VAT CST Octroi

Surcharge Cess Discount Freight

14th Nov2013

Page 15: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Orders

Ramgopal CANCHERLA cancherla@gmailcom

• Rush Orders– Domestic– Exports

• FG ~ Finished goods• BRM ~ Bulk & Raw Material • Special Storage Material

• Sample Orders• FOC ~ Free Of Charge Orders• Stock Transport Orders• Return Orders• Back Orders

– Process– Delete

14th Nov2013

Page 16: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Deliveries

Ramgopal CANCHERLA cancherla@gmailcom

• With Picking• Without Picking• Post Goods Issue– Reduces Inventory

• Delete unwanted deliveries

14th Nov2013

Page 17: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Billing Doc : Invoices

Ramgopal CANCHERLA cancherla@gmailcom

• Domestic Invoice• Exports Invoice• Sample Invoice• Free Of Charge Invoice• Stock Transport Invoice ~ Note [STN]• CRN• DRN

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Page 18: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Crn : Credit Notes / Drn : Debit Notes [S]

Ramgopal CANCHERLA cancherla@gmailcom

• Stock Unit related– Excess sent– Less sent–Different item sent– Expiries –Damages – Shortages–Withdrawn

14th Nov2013

Page 19: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Crn : Credit Notes / Drn : Debit Notes [C]

Ramgopal CANCHERLA cancherla@gmailcom

• Cash related–Price Difference– Tax Difference–Discount Difference–Charged more ~ issue CRN–Charged less ~ issue DRN

14th Nov2013

Page 20: Enterprise Systems _ Introduction, Sales & Distribution

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SD : STO : Stock Transport Orders

Ramgopal CANCHERLA cancherla@gmailcom

• Movement within the Factory– No ED

• Movement across locations– No sales value– No taxes– Values @ Standard cost for Insurance purpose

• Centrally controlled• Locations to check & be ready to receive

14th Nov2013

Page 21: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Reverse Logistics : Returns

Ramgopal CANCHERLA cancherla@gmailcom

• Sales Stock returns• Sample / FOC returns• Breakages / Expiries / Soilages–Moves to Blocked stock / Quality Inspection

• When usage decision made moves– To Unrestricted –Or To scrap– Inventory updated accordingly

14th Nov2013

Page 22: Enterprise Systems _ Introduction, Sales & Distribution

22Ramgopal CANCHERLA cancherla@gmailcom14th Nov2013

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SD : Warehousing [I]

Ramgopal CANCHERLA cancherla@gmailcom

• IndOps ~ Industrial operations–RM / PM–Production / WIP–FG / Quality

14th Nov2013

Page 24: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Warehousing [C]

Ramgopal CANCHERLA cancherla@gmailcom

• ComOps ~ Commercial Operations – CWH ~ Central Warehouse– ZWH ~ Zonal Warehouse– RWH ~ Regional Warehouse– C&FA ~ Carrying & Forwarding Agents– PMW ~ Promotional Materials Warehouse

• Bonded Warehouse– Exports– Imports

• Imports Warehouse– Repacking– Cold-storage

14th Nov2013

Page 25: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Transportation

Ramgopal CANCHERLA cancherla@gmailcom

• Road– Contracts– Rate– Period– Material, Location & Customer

• Rail Freight• Air Cargo• Sea Shipment• Courier parcel• Insurance

14th Nov2013

Page 26: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Reports

Ramgopal CANCHERLA cancherla@gmailcom

• Stock & Inventory Reports–Ready to sell ~ Unrestricted stocks–Blocked ~ Awaiting Quality Clearance–Scrap ~ Awaiting Instructions for

Destruction–Returns–GIT ~ Goods In Transit

14th Nov2013

Page 27: Enterprise Systems _ Introduction, Sales & Distribution

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SD : Reports

Ramgopal CANCHERLA cancherla@gmailcom

• Sales Reports–Currency level • Standard cost• Sales cost

–Unit level–Hierarchy drill down by …….• Geography• Division• Product

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Page 28: Enterprise Systems _ Introduction, Sales & Distribution

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Questions ……..

Ramgopal CANCHERLA cancherla@gmailcom14th Nov2013