Enterprise Resource Planning�(ERP)

Presentation

by :

Formalistics ERP Web Interface

Formalistics ERP Web Interface

> Contains different modules per department.

> Only Administrator can fully access the setup/configuration.

Formalistics

ERP

FINANCIAL MANAGEMENT

PURCHASING

WAREHOUSE

MANUFACTURING

PROJECT MANAGEMENT

RESOURCE PLANNING

SERVICE

HUMAN RESOURCE

SALES AN MARKETING

Purchasing

Purchasing

Purchasing relationships with other modules

FINANCIAL MANAGEMENT

PURCHASING

WAREHOUSE

MANUFACTURING

PROJECT MANAGEMENT

RESOURCE PLANNING

SERVICE

HUMAN RESOURCE

SALES AN MARKETING

The Purchasing Process

The Purchasing Process

Purchase

Request

Purchase

Order

Purchase

Invoice

Purchase

Receive

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Delivery Receipts

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Purchase Request

Go to Navigation > Purchase > Planning > Purchase Request

Purchase Request - sample form

Sample Purchase Request Form (General tab)

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Action buttons:

Submit Request – sends the PR to the approver with status Pending Approval (Head)

Save and Review Later – saves the request without sending for approval

Close – discards all information entered by the user

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To Add an Item to be Request click on "Add Item" button.

Purchase Request - Approval of Request

View of the request as seen by an approver

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Action Buttons:

Reject – marks the request as rejected and ends the workflow

Approve – approves the request with status Released

Close – closes the form with no action

After the PR is approved, a purchase order can be generated for the purchase request lines and submitted to the vendor for order fulfillment.

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Purchase Orders

Go to Navigation > Purchase > Planning > Purchase Orders

Purchase Order - sample form

Sample Purchase Orders Form (General tab)

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Action buttons:

Save and Close - saves the request without sending for approval

Send for Approval – sends the PO to the approver with status Pending Approval (Purchasing Manager) if the document that you have created needs to have apprroved by someone in your organization.

Close – discards all information entered by the user.

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User can Purchase an order with multiple PR Line.

To Add an PR Line to be purchase click on "Add Line" button.

Purchase Order- Approval of Request

View of the request as seen by an approver

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Action Buttons:

Reject – marks the request as rejected and ends the workflow

Approve – approves the request with status Released

Close – closes the form with no action

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After the PO is approved, it is released to the supplier. A Delivery Receipts can be generated to facilitate for accceptance of items that have been ordered or can be received, invoiced or received and invoiced direct to Purchase Order form.

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Purchase Order - sample posting of form

Sample Purchase Orders Form (General tab)

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Action buttons:

Create Inventory Put-away - creates directly an Inventory Put-away

Receive – Receives the PO

Invoice - creates an Invoice

Post Receive and Invoice - Receives an Invoices the PO

Close – closes the form with no action

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Purchase Invoice

Go to Navigation > Purchase > Planning > Invoices

Purchase Invoices - sample posting of form

Sample Purchase Invoices Form (General tab)

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Action buttons:

Send for Approval – sends the PO to the approver with status Pending Approval (Head)

Post Invoice - posts the Invoices

Close – discards all inforamation entered by the user

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When you use purchase invoices, you can register purchased items and update both your inventory and your payables at the same time.

Purchase Invoices - Approval of Request

View of the request as seen by an approver

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Action Buttons:

Reject – marks the request as rejected and ends the workflow

Approve – approves the request with status Released

Close – closes the form with no action

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Action Button Matrix - Purchasing

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Warehouse

Warehouse

Warehouse relationships with other modules

FINANCIAL MANAGEMENT

PURCHASING

WAREHOUSE

MANUFACTURING

PROJECT MANAGEMENT

RESOURCE PLANNING

SERVICE

HUMAN RESOURCE

SALES AN MARKETING

The Warehousing Process

Receiving

Put-away

Storage

Picking

Packing

Shipping

Inbound

Activities

Process Activities

Outboundd

Activities

Delivery Receipts

Go to Navigation > Warehouse > Goods Handling Order by Order > Inventory Put-aways

Delivery Receipts - sample form

Sample Delivery Request Form (General tab)

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Action buttons:

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Save and Close – saves the request without sending for approval

Close – discards all information entered by the user

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Displays the DR Line.

Inventory Put-aways

Go to Navigation > Warehouse > Goods Handling Order by Order > Inventory Put-aways

Inventory Put-aways - sample form

Sample Inventory Put-aways Form (General tab)

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Action buttons:

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Save and Close – saves the request without sending for approval

Close – discards all information entered by the user

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Displays the DR Line.

Inventory Picks

Go to Navigation > Warehouse > Goods Handling Order by Order > Inventory Picks

Inventory Picks - sample form

Inventory Picks - sample form

Sample Inventory Picks Form (General tab)

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Action buttons:

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Save and Review Later – saves the request without sending for approval

Close – discards all information entered by the user

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Warehouse Shipment

Go to Navigation > Warehouse > Planning & Execution > Shipments

Warehouse Shipment - sample form

Sample Warehouse Shipment Form (General tab)

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Action buttons:

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Post Shipment – posts the form for shipment

Close – discards all information entered by the user

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Put-Items Away

Go to Navigation > Warehouse > Goods Handling Multiple Orders > Put-aways

Put-Items Away - sample form

Sample Put-Items Away Form (General tab)

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Action buttons:

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Submit – submits the form

Close – discards all information entered by the user

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Move Items

Go to Navigation > Warehouse > Goods Handling Multiple Orders > Movements

Move Items - sample form

Sample Move Items Form (General tab)

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Action buttons:

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Submit – submits the form

Close – discards all inforamation entered by the user

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Pick Items

Go to Navigation > Warehouse > Goods Handling Multiple Orders > Picks

Pick Items - sample form

Sample Move Items Form (General tab)

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Action buttons:

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Submit – submits the form

Close – discards all inforamation entered by the user

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Transfer Order

Go to Navigation > Warehouse > Orders & Contacts> Transfer Order

Transfer Order - sample form

Sample Transfer Order Form (General tab)

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Action buttons:

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Ship – ships the form

Close – discards all inforamation entered by the user

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Action Button Matrix - Warehouse

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End of Presentation

Thank You!