Post date: Feb 10, 2017 3:04:51 PM
Master Data Management
Pengelolaan master data perusahaan secara benar, merupakan aspek fundamental untuk menjamin integritas data dan kemudahan dalam mengakses informasi. Openbravo ERP membantu anda untuk mengorganisasi dan melakukan sentralisasi data untuk memfasilitasi aliran informasi yang cepat dan tepat ke seluruh area manajemen pada perusahaan anda.
Di bawah ini adalah sebagian master data yang terdapat dan dikelola oleh aplikasi Openbravo :
Product indexes: product types (item, service, cost), with specialized management for each. Particular warehouse management definition for each product (management of stock, tracking ability). Characteristics. Product images.
Measurement units, conversion between units, variable weight units.
Materials lists (products made up of others).
Vendors by product.
Price lists. Definitions of rates with differentiation (for example, from sales rates to purchasing rates). Automatic process of generation of rates.
Rates. Price rates, applicable prices, price limits, specialized rules for applying prices to purchasing and sales.
Transportation services (integrated with business partners).
Customers, vendors, employees. Functions characterized by internal use (delivery/receipt of material, invoicing, collection, social direction, others). Contacts associated with direction. Third party grouping. Areas of interest (for commercial analysis).
Customers. Sales rates. Invoicing method (immediate, delivery notes served, order completely delivered, periodical). Payment forms and terms (conditions of payment). Printing format and number of documents discernable by customer. Permitted risk (credit).
Vendors. Prices and discounts. Form and period of payment (conditions of payment).
Employees. Related with customer agent.
Groups of business partners (segments or categories).
Payment Terms (expiration dates, fixed payment days, working days, multiple expiration dates).
Periodic invoicing calendars (monthly, fortnightly, weekly), with cut-off dates for each case. Possibility of mixed use calendars.
Purchasing and volume sales discounts. Relation of articles, scalable discounts.
Sales channels (sales representatives, telesales).
Areas of interest.
Third party activity reports.
Rates, purchase orders, goods receipts, invoice registration and accounting, purchase planning, etc.
Purchase planning, based on production necessities, keeping in mind minimum stock levels, goods receipts dates, and pending requests.
Support for purchase requisitions for centralized purchase management.
Purchase orders. Rates applications: prices, discounts and price limit controls. Warehouse control of goods pending receipt. Correction of orders. Creation of purchase orders from sales orders. Refunds to the vendor.
Receipts. Automatic creation from pending order lines. Automation of incoming goods (location according to priority). Refunds to the vendor (according to stocks). Cancellation of delivery notes.
Purchase invoices. Application of rates: prices, discounts and control of price limit. Automatic creation from order lines or delivery note lines pending invoicing. Invoicing of goods processed in consignment. order. Cancellation of invoice (leaving pending for invoicing the associated documents).
Relationship between orders, delivery notes and invoices.
Massive printing of documents.
Purchasing order reports, vendor invoices.
Warehouses and bins, warehouse units, lots, serial numbers, packages, labels, receipts and deliveries, movements between warehouses, inventories, stock valuation, transport, etc.
Warehouses and storage bins (multiple warehouse use available).
Stock products in multiple units (for example in kilograms and boxes).
Personalized product attributes in the warehouse (color, size, quality description, etc.).
Lot and serial numbers.
Printing of labels. Barcodes (EAN, UPC, UCC, Code, others.).
Management of bundles in warehouses.
Traceability configurable by product.
Movement among warehouses.
Picking strategies (according to stock, with rules of priority by expiry, location, etc.).
Physical inventory. Inventory planning. Continuous inventory.
Reports of movements, tracking, stock, arrivals/departures, expiry, inventories, locations, etc. Personalized reports.
Integrated with Openbravo POS
Project and Service Management
Projects, phases, tasks, resources, budget, expenses and expense invoicing, related purchases, etc.
Project types, phases and tasks.
Expenses associated with a project.
Historical salary categories associated to project costs.
Made-to-order projects and generation of sales orders from templates.
Construction projects. Invoice to origin (by project).
Rates by project.
Budget report. Tracking of actions regarding budget estimates.
Generation of purchase orders.
Register of services.
Invoicing of expenses.
Invoicing of services.
Levels of service.
Plant structure, production plans, BOM’s, MRP, manufacturing orders, job reports, costs of production, work incidences, preventive maintenance types, etc.
HFG’s (Homogeneous Functional Groups) or Cost Centers.
Work centers and machines.
Materials Requirement Planning (MRP) keeping in mind client requests, existing clients, stock levels, and minimum order quantities.
Production plans, with multiple arriving products and multiple departing products.
Sequence creation and products for each order phase.
Confirmations with data relating to the production plan and pre-filled sequence.
Calculation of production costs with the possibility of adding indirect costs.
Types of equipment and management of each piece of equipment.
Preventive maintenance and maintenance types.
Sales Management and Customer Relationship Management (CRM)
Prices, rates, varying quantity sales orders, shipments, invoicing, volume discounts, commissions, CRM, etc.
Sales orders. Direct sales. Pre-sales. Telesales. Rate applications: prices, discounts and price limit controls. Reserves of goods in warehouse for unprocessed orders. Notification of customer risks. Correction of orders.
Types of order documents: estimations (with and without reserves of goods), standards, warehouses (automatic delivery note generation), Points of sale (automatic generation of delivery note and invoice).
Delivery note. Automatic creation from pending order lines. Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc). Cancellation of delivery notes.
Automatic generation of delivery notes.
Invoicing process. For all types of invoicing: immediate, delivered goods, order completely delivered. Periodically, (weekly, fortnightly, monthly).
Invoice registration. Rate applications: prices, discounts and price limit controls. Automatic creation from order lines or delivery note lines of delivery notes pending of being invoiced. Notification of customer risks. Invoice cancellation (leaving associated documents pending invoice).
Massive printing of documents (orders, delivery notes, invoices), with individual selection criteria for the user.
Possibility of the creation of documents in any order and to disregard documents not required (Order-Delivery note-Invoice; Order-Invoice-Delivery note; Delivery note-Invoice; Invoice).
Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing.
Integrated with order capture systems by (palm and pocket PC).
Standardized customer information (360° vision).
Management of requests. Integration with E-mail.
Integrated with Openbravo POS
Financial Management and Accounting Solution
Chart of accounts, accounts, budgets, taxes, general accounting, accounts payable, accounts receivable, bank accounting, balance sheet, P&L, fixed assets, etc.
Default charts of accounts.
Definition of charts of accounts.
Fiscal year and year to year management.
Tax brackets. Determining flexible taxes based on regions, products, or business partners.
Linked accounting. Direct navigation from accounting entries to documents and vice versa.
Manual entries. Enty rates.
P&L statements (income statements).
General accounting plan statements.
Receivables and Payables:
Generation of debt payments (from invoicing).
Issue of debt payments.
Management (cancellation, merging and division) of accounting documents. Remittances (according to bank records).
Issue of cash accounts. Multi-cash account.
Cash account journal (cash audit). Cash account entries by type Expenses, Receipts, Balance, Deposits, Bills, Order (for cash payment on delivery note: possibility of recovering expenses before invoicing. Automatic generation of entries for cash payments and payments on delivery note.
Bank statements. Portfolio issues selection assistant.
Manual liquidations. Other expenses (payroll, taxes, etc.).
Cash account reports, bank, debt payments by position.
Definition of the assets, fixed assets, acquisition price, and accounting valuation.
Temporary or percentage based amortization.
Support for multi-currency.
Support for multi-schema accounting, which enables the same transaction to be accounted in different rules, different charts of accounts, in different base currencies and with a different accounting calendar.
Support for international bank account numbers.
Support for multiple languages, defined at user level.
Business Intelligence (BI)
Reporting, multidimensional analysis (OLAP), balanced scorecards.
Integrated with application management.
Reports definable by user.
Pre-established dimensions (third party, product, product category, product category, project, campaign, etc.) and dimensions established by use.
Predefined balanced scorecard.
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