ERP MODULES

MANOJ V.M

School of Management Studies

CUSAT, Kochi- 22

E-mail:[email protected]

Abstract: ERP (enterprise resource planning) is an industry term for the broad set
of activities that helps a business manage the important parts of its business. The
information made available through an ERP system provides visibility for key
performance indicators (KPIs) required for meeting corporate objectives.

Key Words: Software modules, HR modules, Marketing & Sales modules, Finance modules,
Purchasing Modules, Maintenance modules
1.0 INTRODUCTION

ERP is the acronym of Enterprise Resource Planning. ERP utilizes ERP software applications to
improve the performance of organizations' resource planning, management control and
operational control. ERP software is multi-module application software that integrates activities
across functional departments, from product planning, parts purchasing, inventory control, product
distribution, to order tracking. ERP software may include application modules for the finance,
accounting and human resources aspects of a business.

1.1 Core , Objectives and Boundary of ERP Modules

ERP, often like other IT and business concepts, are defined in many different ways. A sound
definition should several purposes:

1. It answers the question of "what is ... ?".

2. It provides a base for defining more detailed concepts in the field - ERP software, ERP
systems, ERP implementation etc.
3. It provides a common ground for comparison with related concepts - CRM, SCM etc.
4. It helps answer the basic questions in the field - benefits of ERP, the causes of ERP
failure etc.

A definition of ERP based on Systems Theory can server those purposes.

ERP is a system which has its goal, components, and boundary.

The Goal of an ERP System - The goal of ERP is to improve and streamline internal business
processes, which typically requires reengineering of current business processes.

The Components of an ERP System - The components of an ERP system are the common
components of a Management Information System (MIS).

 ERP Software - Module based ERP software is the core of an ERP system. Each
software module automates business activities of a functional area within an organization.
Common ERP software modules include product planning, parts purchasing, inventory
control, product distribution, order tracking, finance, accounting and human resources
aspects of an organization.
 Business Processes - Business processes within an organization falls into three levels -
strategic planning, management control and operational control. ERP has been promoted
as solutions for supporting or streamlining business processes at all levels. Much of ERP
success, however, has been limited to the integration of various functional departments.
  ERP Users - The users of ERP systems are employees of the organization at all levels,
from workers, supervisors, mid-level managers to executives.
 Hardware and Operating Systems - Many large ERP systems are UNIX based.
Windows NT and Linux are other popular operating systems to run ERP software.
Legacy ERP systems may use other operating systems.

The Boundary of an ERP System - The boundary of an ERP system is usually small than the
boundary of the organization that implements the ERP system. In contrast, the boundary of
supply chain systems and ecommerce systems extends to the organization's suppliers,
distributors, partners and customers. In practice, however, many ERP implementations involve
the integration of ERP with external information systems.

2.0 SALES MODULES

e Trade Services Finance streamlines the financial operations of a company. Chart of groups and chart of
accounts are defined here. All vouchers related to journal entries, sales, purchase, receipt and payment
are recorded. Using ebizframe Finance a company can generate balance sheet, general ledger, trial
balance, profit & loss statement and daybooks besides many other transactional reports. ebizframe
Finance is integrated with Sales, Purchase, Inventory, Costing, and Equipment Maintenance.

Sales module implements functions of order placement, order scheduling, shipping and invoicing. Sales
module is closely integrated with organizations' ecommerce websites. Many ERP vendors offer online
store front as part of the sales module. ERP marketing module along with CRP supports lead generation,
direct mailing campaign and other marketing works. Scheduling of the promotion is possible using this.

SOSE! is free website which will guide you in selecting and implementing different ERP systems and
modules in ERP. Primary focus is on open source ERP systems. But it help in commercial ERP systems
too.

Sales is the most important and essential function for the existence of an organization. Sales handle all
the activities for domestic and export sales of an organization. The customer and product database is
maintained. Capturing enquiries, order placement, order scheduling and then dispatching and invoicing
form the broad steps of the sales cycle. Stock transfer between warehouses is also covered. Besides all
this, important analysis reports are provided to guide decision making and strategy planning. Export
documents are also generated.
 PRODUCT FORMATION

o Competitor Database
o Comparison Chart
o Competitor Database
o Comparison Chart
o Features
o Price
o General
o Discount Structure
o Schemes
 Sales Force Management
o Executive Management
o Activities Tracking, Agenda & Schedule, Daily Call Report
o Conveyance Maintenance
o Training Details
o Territory Management >> Lead Tracking >> Target and Incentive Calculation >>
Monitor Distribution Network (Product, Distributor, Zone)
o Monitor Sales Budget
 Client Management
o Prospective
o Existing >>Quotation and Proposal >> Installment Plan >> Terms and Condition
>> Order Receipt >> Order Processing >>Check Stock Status >> Monitor
Dispatches Pending / Overdue >> Dispatch Material >> Raise Invoice >> Monitor
Sales Quantity and its Valuation
 Credit and Collection:
o Monitor Payments and Receipts >> Daily, Weekly, Monthly, Quarterly, Yearly
o Advance / Pending / Overdue
o Cheques Bounced

3.0 FINANCE MODULES

e Trade Services Finance streamlines the financial operations of a company. Chart of groups and chart of
accounts are defined here. All vouchers related to journal entries, sales, purchase, receipt and payment
are recorded. Using ebizframe Finance a company can generate balance sheet, general ledger, trial
balance, profit & loss statement and daybooks besides many other transactional reports. ebizframe
Finance is integrated with Sales, Purchase, Inventory, Costing, and Equipment Maintenance.

All kind of organizations small scale, large scale organizations benefit from the implementation of ERP
financial module. The financial module is the core of many ERP software systems. It can gather financial
data from various functional departments, and generates valuable financial reports such general ledger,
trail balance, as balance sheet and quarterly financial statements.
 Account / Group Creation >> Monitor credit days >> Monitor Discount Against Bill >>
Monitor Interest Against Bill >> Monitor TDS.
 Accounts Receivable and Payable >> Receive Bills >>Monitor Outstanding Payable and
Receivable >> Pending ST Forms >> Cheque Printing >> Due Date Wise Analysis
 Document Entry:
o Cash Payment
o Cash Receipt
o Bank Payment
o Bank Receipt
o Journal
o Expenses
o Issue ST Form
o Receive ST Form
o Bank Reconciliation
o Budget Setup
 Account Books:
o Cash Payment
o Bank Book
o Day Book
o Audit Trail
o General Ledger
o Single Sub Ledger
o Group Sub Ledger
o All Sub Ledger
 Account Register:
o Sales Register
o Purchase Register
o Journal Register
o Dr. Note Register
o Cr. Note Register
o Sales Tax Register
o Fixed Asset Register
 M.I.S.Reports:
o Trial Balance
o Profit and Loss
o Provision Appropriation
o Balance Sheet
o Expense Analysis
o Ratio Analysis
o Budget Analysis
o Bank Reconciliation
o Cash Flow
o Fund Flow
 o Accounts Payable
o Accounts Receivable
o Payment Memorandum
 Reports:
o S.T. Forms
o Issued List
o Issuable List
o Received List
o Receivable List
o ST Forms Memorandum

4.0 HR MODULES

Employees are the main assets of an organization. e Trade Services HR & Payroll facilitates all the HRD,
Personnel & Payroll related activities of an organization. This module is suitable for any type of salary
structure and reporting structure. Detailed employee database is maintained along with the details of
salary, attendance, leave and appraisal/promotion of each employee. e Trade Services HR & Payroll also
generates the income tax plan for all employees taking into account the investment and other details.

Human Resources is another widely implemented ERP module. HR module streamlines the management
of human resources and human capitals. HR modules routinely maintain a complete employee database
including contact information, salary details, attendance, performance evaluation and promotion of all
employees. Advanced HR module is integrated with knowledge management systems to optimally utilize
the expertise of all employees. Human Resources is another widely implemented ERP module. HR
module streamlines the management of human resources and human capitals. HR modules routinely
maintain a complete employee database including contact information, salary details, attendance,
performance evaluation and promotion of all employees. Advanced HR module is integrated with
knowledge management systems to optimally utilize the expertise of all employees.

uman Resources is the most important resource in any organization. With JSM HR Software
it is possible to maximize the potential of HR through Effective Recruitment, Staffing,
Compensation, Performance Appraisal and Training. JSM Technologies India offers
integration of HR Software and Payroll Software.

Automating HR with JSM HR Software will reduce the work load on the HR staff, facilitate
confidentiality, produce error-free information and enhance speed in accessing HR related
information.

JSM HR Software History The JSM HR Software Advantage

Special Features Proven Product with over 9 years of research
 Domain knowledge gathered from leading industry
Customizations
experts
Implementation Support Successfully running at multiple locations all over India
Training Support 100 % Customizable to meet  your specific needs
Maintenance Windows based HRIS
Internet / Intranet Based
Completely integrated with JSM Payroll Software.
Version

5.0 PRODUCTION MODULES

e Trade Services Production records the actual production against the planned production in the job
cards. Downtime details are captured and analysis is done on the same. All produced items go through
quality control before being passed to main stores. The shop floor inventory is maintained separately.
Important reports to analyze the variance between actual and planned production, consumption
analysis and rejection analysis are available.

In the process of evolution of manufacturing requirements planning (MRP) II into ERP, while vendors
have developed more robust software for production planning, consulting firms have accumulated vast
knowledge of implementing production planning module. Production planning optimizes the utilization
of manufacturing capacity, parts, components and material resources using historical production data
and sales forecasting.

Production Planning and Control :

 Planning
o Resource planning
o Material planning
o Manpower planning
o Machine planning
 Production
o Monitor WIP – work in progress
o Monitor production phasewise for every unit
o Line rejections
o Monitor daily production
o Daily production and dispatch report
o Monitor standard vs actual consumption

 Planning
o Resource planning
 o Material planning
o Manpower planning
o Machine planning
 Production
o Monitor WIP – work in progress
o Monitor production phasewise for every unit
o Line rejections
o Monitor daily production
o Daily production and dispatch report
o Monitor standard vs actual consumption

After completING Implementation and Training of all uses free Maintenance starts for a fixed period.
JSM shall take care of any queries you may have during this period. The free Maintenance period lets
you get settled down in the software. After you have developed confidence in the software and had a
few months successful usage of JSM HR JSMTPL encourages you to sign up for the paid Maintenance.
Here you get cost effective support on a annual basis along with new versions and updates. 

6.0 INVENTORY MODULE

Inventory module facilitates processes of maintaining the appropriate level of stock in a warehouse. The
activities of inventory control involves in identifying inventory requirements, setting targets, providing
replenishment techniques and options, monitoring item usages, reconciling the inventory balances, and
reporting inventory status. Integration of inventory control module with sales, purchase, finance
modules allows ERP systems to generate vigilant executive level reports.

 Receive material
 Send for quality control
 Rejected material
 Monitor rejected stock
 Return rejected material to supplier
 Send accepted stocks to stores
 Conversion of unit of measurement
 Issue to cost centers
 Monitor consumption at each cost center
 Monitor critical stocks
 Monitor stocks for quantity and valuation
 Monitor stocks for reorder level
 Prepare requisition
REFERENCES

 www.sysoptima.com/erp/erp_definition.php
 en.wikipedia.org/wiki/Enterpris_resource_planning
 www.etradeservices.com/erp-module/index.html -
 www.sysoptima.com/erp/erp_modules.php
 www.experts-exchange.com/.../ERP/Q_21405708.html
 www.erp.com/component/content/...erp.../4693-modules.html
 www.maconomy.com/solutions.aspx
 www.etradeservices.com/erp-module/index.htm
 www.sap.com/solutions/business-suite/erp/index.ep
 www.stellarshell.com/