Professional Documents
Culture Documents
1|Page
ERP Consulting
Modification History
Version
Creation Date
Author
Comments
1.0
13-July-2015
2.0
6-Aug-2015
Distribution List
Sr. No
Name
Role
Managing Director
Ms. Hema
Director
Purchase Import
Ms. Bhavna
Purchase Domestic
Ms. Preeti
Ms. Deepa
Ms. Manisha
Ms. Shilpa
Mr. Akash
10
Mr. Rajesh
11
Mr. PSR
12
Mr. Basha
13
Mr. Sheshu
14
Mr. Tapan
15
Mr. Raghav
2|Page
ERP Consulting
16
Mr. Nageshwar
Mechanical
17
Mr. Baswaraj
18
19
Mr. Madhu G
20
Mr. Basawa
21
Mr. Bhaskar
22
23
Mr. Navin
24
Mr. Dilip
3|Page
ERP Consulting
Executive Summary
This report highlights the Key Business Factors (KBFs) and Key Performance Indicators (KPIs) of FortuneArt Wires and Cables Pvt Ltd (FAWAC),
Electrical Lines Pvt. Ltd. (ELECLINES) and Vimal Power Lines Pvt. Ltd. (VPLINES) In addition, it consists of analysis and evaluation of current (As Is)
processes of the organization which has been performed based on the feedback received from relevant stakeholders of FortuneArt Wires and
Cables Pvt Ltd (FA WAC), Electrical Lines Pvt. Ltd (ELECLINES) and Vimal Power Lines Pvt. Ltd. (VPLINES).
Based on the analysis of As Is Processes, opportunities for improvements (OFIs) have been identified and categorized under Simplification,
Interpretation and Automation. Simplification and Integration refers to eradication of unnecessary activities to make the processes compact
and connection of two disjoint processes respectively while Automation refers to straight through processing without human intervention. Some
of the identified OFIs include:
System based Min-Max and MRP planning can be used for material planning to Auto generate the purchase request / purchase
order/Job order which will help to reduce the material stock out situations
Enhanced Inventory tracking to include batch wise stock with expiry dates, WIP stage wise, Accepted / rejected / scrap, aging details
End to End Purchase monitoring reports can help have the visibility of the various status of the purchase requests
Capturing of Supplier batch number as part of inward and FIFO based issue of material will help in traceability
Codification of the items and creation of comprehensive BOM with all items is imperative for accurate material planning
Tracking of quality inspection (inward and Final product inspection) through the system will help in further analysis and control
System driven workflow approval and notification for tighter control and communications
Complain management, SLA and tracking efficiency of it through Case Management in CRM
Generate some of the statutory reports like RG registers, P&L and Balance sheet directly from the system
4|Page
ERP Consulting
Using the OFIs, the new (To Be) processes maps have been created and their differences and benefits with respect to the As Is processes have
also been highlighted in the report.
Furthermore, Out of Scope items (which cannot be achieved with iON Manufacturing) have been listed with possible workarounds to clearly
articulate all the requirements that could be and could not be met with iON. Some of the Out of Scope items include
5|Page
ERP Consulting
Table of Contents
1.
INTRODUCTION .................................................................................................................................................................................................. 13
2.
OVERVIEW .......................................................................................................................................................................................................... 14
2.1.
2.2.
2.3.
2.4.
3.
4.
5.
6|Page
ERP Consulting
5.2.5.
Case Master.............................................................................................................................................................................................................. 71
5.2.6.
Warranty Master ...................................................................................................................................................................................................... 72
5.2.7.
Service Level Agreement (SLA) Masters .................................................................................................................................................................. 73
5.2.8.
Process Configuration Master Data...................................................................................................................................................................... 74
5.3.
PROCURE TO PAY ............................................................................................................................... 77
5.3.1.
Planning ................................................................................................................................................................................................................... 78
5.3.2.
Purchase ................................................................................................................................................................................................................... 79
5.3.3.
Store Goods Inward Note ...................................................................................................................................................................................... 79
5.3.4.
Quality Goods Inward ........................................................................................................................................................................................... 80
5.3.5.
Store Goods Receipt Note ...................................................................................................................................................................................... 80
5.3.6.
Purchase Voucher/Purchase Return/Debit and Credit Note .................................................................................................................................... 80
5.3.7.
Direct Expenses loaded on Material Cost ................................................................................................................................................................ 81
5.3.8.
Payment Voucher ..................................................................................................................................................................................................... 81
5.3.8.1. Important reports ..................................................................................................................................................................................................... 81
5.3.9.
Process Configuration Procure to Pay.................................................................................................................................................................. 82
5.4.
ORDER TO CASH ................................................................................................................................ 85
5.4.1.
Sales Enquiry............................................................................................................................................................................................................ 86
5.4.2.
Sales Quote (SQ) ...................................................................................................................................................................................................... 87
5.4.3.
Sales Order (SO) ...................................................................................................................................................................................................... 87
5.4.4.
Sales Shipment and Invoice ...................................................................................................................................................................................... 88
5.4.5.
Receipt Voucher ....................................................................................................................................................................................................... 88
5.4.6.
Process Configuration Order to Cash ................................................................................................................................................................... 89
5.5.
RETAIL SALES .................................................................................................................................... 90
5.5.1.
Sales Enquiry/Sales Quotes and Sales Order ........................................................................................................................................................... 91
5.5.2.
Sales Shipment and Invoice ...................................................................................................................................................................................... 91
5.6.
PRODUCTION .................................................................................................................................... 92
5.6.1.
Bill of Material and Routing..................................................................................................................................................................................... 93
5.6.2.
Job Order ................................................................................................................................................................................................................. 94
5.6.3.
Job Issue ................................................................................................................................................................................................................... 94
5.6.4.
Job Feedback............................................................................................................................................................................................................ 94
5.6.5.
Quality In Production ............................................................................................................................................................................................... 94
5.6.6.
Quality Finished Goods............................................................................................................................................................................................ 95
5.6.7.
Job Receipt ............................................................................................................................................................................................................... 95
5.6.8.
Extra material issue to Job Order ............................................................................................................................................................................ 95
5.6.9.
Process Configuration Production ........................................................................................................................................................................ 96
5.7.
LEAD AND CLIENT MANAGEMENT ........................................................................................................... 97
5.8.
FIELD FORCE AUTOMATION ................................................................................................................... 99
7|Page
ERP Consulting
5.9.
6.
7.
8|Page
ERP Consulting
List of Figures
Figure 1: Organization Structure - Site wise ................................................................................................................................................................ 15
Figure 2: ELECLINES and VPLINES Organization Structure Hierarchy .......................................................................................................................... 16
Figure 3: Organization Structure of FAWAC ................................................................................................................................................................ 17
Figure 4: Key Performance Indicators .......................................................................................................................................................................... 59
Figure 5: Procure To Pay .............................................................................................................................................................................................. 77
Figure 6: Order To Cash ............................................................................................................................................................................................... 85
Figure 7: Retail Sales .................................................................................................................................................................................................... 90
Figure 8: Production..................................................................................................................................................................................................... 92
Figure 9: Lead and Client Management ....................................................................................................................................................................... 97
Figure 10: Field Force Automation............................................................................................................................................................................... 99
Figure 11: Case Management .................................................................................................................................................................................... 101
List of Tables
Table 1: Key Business Factors for FAWAC, ELECLINES and VPLINES ............................................................................................................................ 18
Table 2: Sales Process FAWAC, ELECLINES ................................................................................................................................................................ 19
Table 3: Procurement Process Domestic for FAWAC................................................................................................................................................ 28
Table 4: Store & Incoming Quality Inspection for FAWAC ........................................................................................................................................... 33
Table 5: Store Operations ............................................................................................................................................................................................ 38
Table 6: Production, In process and Final Quality Inspection for FAWAC ................................................................................................................... 43
Table 7: Dispatch Process ............................................................................................................................................................................................ 47
Table 8: Customer Support .......................................................................................................................................................................................... 48
Table 9: Plant Maintenance for FAWAC ...................................................................................................................................................................... 51
Table 10: Key Pain Areas and OFIs ............................................................................................................................................................................... 53
Table 11: Item Codification .......................................................................................................................................................................................... 64
Table 12: Process Configuration - Master Data ........................................................................................................................................................... 67
Table 13: Travel and Claim Policy ................................................................................................................................................................................ 71
Table 14: Case Master.................................................................................................................................................................................................. 72
Table 15: Warranty Policy ............................................................................................................................................................................................ 73
9|Page
ERP Consulting
10 | P a g e
ERP Consulting
Acronym List
Acronym Meaning
11 | P a g e
BOM
Bill of Materials
DMS
FG
Finished Good
GIN
GRN
PP
Production Plan
JF
Job Feedback
JI
Job Issue
JO
Job Order
JR
Job Receipt
KBF
KPI
MRP
OFI
PM
Packing Material
PO
Purchase Order
PR
Purchase Requisition
QGIN
Quality in GIN
RM
Raw Material
SFG
Semi-Finished Good
ERP Consulting
12 | P a g e
SO
Sales Order
SS
Sales Shipment
SI
Sales Invoice
TBD
To Be Defined
ERP Consulting
1. Introduction
This document is an outcome of the interactions between Tata Consultancy Services Limited (TCS) and the business process owners of
FortuneArt Wires and Cables Pvt. Ltd., Electrical Lines and Vimal Power Lines during the Discover phase of iON consulting for understanding As-Is
business processes, identifying Opportunities for Improvement. This will form the basis for defining To-Be business process and delivering
conference room pilot for the same.
The information has been gathered from interviews, discussions on the existing operating procedures and documentation and follow-up
meetings during various phases of the project.
This document would form the baseline for implementation of the To-Be processes at FortuneArt Wires and Cables Pvt. Ltd., Electrical Lines and
Vimal Power Lines.
13 | P a g e
ERP Consulting
2. Overview
2.1. About FortuneArt Wires and Cables Pvt. Limited
FortuneArt Wires and Cables Pvt. Limited is one of the leading manufacturer of wires and cables in India established in 2011. It is a part of
Fortune Art Group of companies which is involved in manufacturing and supply of specialized cables, Power and control cables, instrument
cables, thermos copper cables up to 1100V for the past 5 years. FortuneArt Wires and Cables caters to Domestic, Industrial and Outdoor
segments with main focus being Industrial application.
The company has the factory at Cherlapally near Hyderabad with complete facility to manufacture Drawings of copper and AL, Extrusions,
Armouring and Outer Jacketing. There are various 10,000 types of cables are manufactured. It also has in-house R&D and testing facility involved
in new product as well as custom product development.
The company has a turnover of about INR 33 Cr for FY2014 and it plans to grow to about INR 200 Cr in next 3-4years time by capturing a a
market of manufacturing railway signaling cables.
FortuneArt Wires and Cables currently uses in-house developed FoxPro based software application to manage all the functions of the
organization which includes Inventory, Production, Dispatch and Quality. To cater to the growing needs of the organization and to bring in the
industry best practices, it is planning to implement a standard ERP package.
FortuneArt Wires and Cables Lighting Pvt. Limited is having its registered office and factory in Cherlapally near Hyderabad. The employee
strength of the unit is 130 (50-Payroll, 80-wages). The unit is headed by Mr. Arvind Srimal (MD) & Mr. Shaik M Basha (Director) and several other
staff members as highlighted in the distribution list.
2.2. About Electrical Lines
Electrical Lines is a trading company established in 1986. It is a part of Fortune Art Group of companies which is involved in sales of FortuneArt
LED and FortuneArt Wires products to customers.
The company has registered office and sales store at Rani Gunj, Secunderabad and turnover of about INR 46 Cr for FY2014 and its plan to grow
at least 20% more. The unit is headed by Mr. Arvind Srimal (MD) and several other staff members as highlighted in the distribution list.
Electrical Lines currently uses in-house developed Oracle based software application to manage all the functions of the organization which
includes Purchase, Sales, Inventory and Dispatch. To cater to the growing needs of the organization and to bring in the industry best practices, it
is planning to implement a standard ERP package.
14 | P a g e
ERP Consulting
FortuneArt
Group
FortuneArt LED
Lighting Pvt. Ltd.
15 | P a g e
FortuneArt
Wires and
Cables Pvt. Ltd.
Electrical Lines
Vimal Power
Lines
ERP Consulting
Note: FortuneArt Wires and Cables Pvt. Ltd., Electrical Lines and Vimal Power Lines organizations are covered under the scope of this BPR
document.
Managing Director
Sales & Marketing (FWAC and
ELECLINES)
Industrial
Sales Mr.
PSR, Mr. NSR
and Mr.
Rajesh
Govt. Sales
Mr Akash
Dealer
Sales
Mr. Sachin
Mr. Vimal
Mehta &
Mr.
Sarvesh
Counter Sales
Mr. Ashok
Matta , Mr.
Ashok
Upadhyay
and Mr. Arun
Upcountry
Sales
Mr. Rajesh
Mr. Vijay
Back office
Ms. Preeti,
Ms. Deepa,
Ms. Shilpa,
Ms. Manisha
Purchase
Ms.
Bhavna
Store (ELECLINES)
Mr. Madhu G
Lighting Mr.
Basawa
Cables Mr. Bhaskar
Ms. Archana
Mr.
Shravan &
Mr. Atish
Labour Staff
Logistics
16 | P a g e
Mr. Ashok
Srimal
(Director VPLINES)
Executiv
es Mr.
Navin,
MrDilip,
Mr. Raju
ERP Consulting
Managing Director
Mr. Basha
(Director - FAWAC)
Ms.Meenaxi
Admin, Exsice
and Store
Mr. Sudhakar
Electrical
Mr. Praveen
Elec.
Engineer
Mr. Raghu Asst.
Manager Excise
Mr. Rajkumar
Dispatch
Incharge
Mr. Ramarao
Admin Office
Asst.
17 | P a g e
Mr.
Nageshwar
Mechanical
Mr. Baswaraj
Asst. Mgr.
Maintenance
Mr. Tapan
Production
Supervisiores
Operators
Mr. Jitendra
Electrician
Mr. Kirod
Welding
Mr. Nityanand
Turner
Helpers
Mr. Sesha
Manager
Quality
Mr. Shafi Dy.
Manager
Quality
Mr.
Venkateshwar
Rao - Testing
Engineer
ERP Consulting
Organization Structure
Business Model
FAWAC
- Made To Order 100%
- Primarily B2B
ELECLINES
- B2C & Retail sales for FALED and FAWAC
VPLINES
- B2C & Dealer for CG Motors and Bharat Bijlee Motor
18 | P a g e
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
1.
Amendment
history for
quotes can be
viewed from
system
1. Pricing
master for FGs
to be created
and integrated
with sales.
1. Pending
Sales
Quotes
details can
be
generated
form system
4.1.1
19 | P a g e
Ms.
Preeti,
Ms.
Deepa,
Ms.
Shilpa
1. Sales Enquiry
from customer
by Mail/ Call/
Sales Engineer
visit
1. Customer
details are
verified.
1.
Communicatio
n history
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
2. History of
the customer
sales quotes
can be viewed
along with old
rates,
discounts in
system
3. Customer
wise
Approved,
Rejected and
Canceled
quotes details
can be seen
Sales Quotes processing for FAWAC and ELECLINES
Sales
Quotes
4.1.2
20 | P a g e
Ms.
Preeti.
Ms.
Deepa,
Ms.
Shilpa
1.
Communication
History
1. Based on communication
details are captured in
system, Sales quotes are
prepared.
1. Customers
previous
purchase
history,
outstanding,
2. At time of preparing
credit details,
quotes, customers previous
payments are
purchase history are viewed.
validated.
3. Sales quotes are
prepared, if in case higher
rates or qty, management
will review.
Sales Quote
Quotes details
in excel
1.
Outstanding
report can be
viewed from
system
2. Previous
quotes details
can be viewed
from system
Integration
Automation
automaticall
y
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
1. Customer
delivery date
can be
captured at
the time
booking sales
order
1. Document
management
module to be
integrated
attaching
Customer PO
with Sales
Order
1. Finished
goods
inventory
details can
be viewed
at the time
of booking
sales order
2. Pricing
master for FGs
2. User can
view the
4.1.3
Ms.
Manish
a
1. Customer
Purchase Order
2. Approved
Quotes
21 | P a g e
1. Credit
limit,
Payment
history and
Out standings
are verified
1. Indent
2. Customer
wise/Item
wise sales
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Cash/Credit card/Cheque
details are captured.
4. For delivery, whether its
To be delivered/Party will
collect that details are
captured.
5. In indent transport details
are required or not also
captured.
6. Customer wise credit
limits are set.
7. For anchor customer,
credit limit is not defined.
8. Before confirming any
sales order, customers
credit limits, payment
history and out standings
are verified
For Electrical lines
Once indent is
prepared, copy of
indent is given to
store
22 | P a g e
All to be dispatched
line items are added
Control
Output
OFIs
Simplification
Integration
Automation
history can be
seen in
system
to be created
and integrated
with sales.
availability
of Raw
materials in
system
3. Customer
wise credit
limit can be
defined in
masters
3. Pending
Sales Order
report can
be
generated
from system
automaticall
y
4. Sales
Order
monitoring
report can
be
generated
from system
4. Order Vs
Shipment
report can
be
generated
from system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.1.4
Ms.
Manish
a
1. Indent
2. Delivery
details from
Store
23 | P a g e
1. Dispatch
details are
validated
1. Sales Invoice
2. Per-forma
invoice
1. Sales
shipment can
be created for
dispatching
material
2. Per-forma
invoice/comm
ercial invoice/
Tax invoice
can be
generated
from system
1. Invoice
register
report can
be
generated
from system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
1. Sales
Quotes can be
generated in
system
1. Document
management
module to be
integrated
attaching
Customer PO
with Sales
Order
1. Finished
goods
inventory
details can
be viewed
at the time
of booking
sales order
4.1.5
Mr.
Sachin,
Mr.
Ashok
Matta,
Mr.
Ashok
Upadhy
ay
Calls/Mail/Custo
mer walks in for
material
1. Customers
outstanding/
previous
purchase
history
validated
2. Item qty
validated in
shop
1. Sales Quotes
2. Indent
3. Invoice
2.
Amendment
of quotes can
be done in
system and
history can be
viewed.
3. Direct
Shipment can
be generated
in system
2. Pricing
master for FGs
to be created
and integrated
with sales.
4.1.6.1
24 | P a g e
Ms.
1.
1. Pending
1. Pending
ERP Consulting
Department
Activity
No.
Operations
Follow ups
Process
Owner
Input
Preeti.
Ms.
Deepa,
Ms.
Shilpa
Communication
History
Activities Performed
Control
Output
OFIs
Simplification
2. Sales Quotes
3. Indents
Integration
Automation
enquiry/quote
s/orders
details can be
viewed in
system
Sales Order
reports can
be
generated
from system
1. Pending
quotes details
can be viewed
1. Order Vs
Shipment
reports can
be
generated
from system
automaticall
y
Ms.
Preeti.
Ms.
Deepa,
Ms.
Shilpa
1. Bills and
updated Indents
from factory
25 | P a g e
1. Bill are
validated
w.r.t. Rate,
Discounts,
Taxes.
1. FA LED order
sheet updated
2. Daily sales
shipments
details can be
viewed in
system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
1. Sales
Enquiry/Quot
es/Orders/Shi
pment/Invoic
e can be
created and
viewed with
history in
1. Document
management
module to be
integrated
attaching
Customer PO
with Sales
Order
1. Finished
goods
inventory
details can
be viewed
at the time
of booking
sales order
4.1.7
Mr.
Navin
Calls/Mail/Custo
mer walks in for
material
26 | P a g e
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
3. In case of quotes,
negotiation can be done and
all details are captured in
system
4. For approved quotes,
indent (sales order) is
prepared.
5. Customer collects invoice
and material from shop
6. If material is required
from store, dispatch indent
is prepared.
7. Dispatch indent and
invoice is sent to store
Indent
Sales Quote
Sales Invoice
Sales Order Tracking report
27 | P a g e
Control
Output
OFIs
Simplification
Integration
system
2. Pricing
master for FGs
to be created
and integrated
with sales.
2. Direct
Shipment can
be created in
system
Automation
ERP Consulting
Purchase of new items and selection of new vendor for FAWAC and ELECLINES
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.2.1.1
Mr.
Tapan
1. Store Stock
1. Store RM
stock qty
validated
1. Purchase
Indent
1. Min Max,
Reorder level
can be
defined in
system
1. Auto
Purchase
Requisition/
Purchase
Order/Job
Order can
be raised in
system
1. Purchase
Indent qty is
validated
1. Purchase
Indent
1. Multilevel
approval can
be set for
Purchase
1. Auto
email can
be sent to
respective
Purchase
Requisition
4.2.1.2
Mr.
Basha
1. Purchase
Indent
28 | P a g e
2. Indent email
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
requisition
department
/user.
1. Auto
Purchase
Requisition/
Purchase
Order/Job
Order can
be raised in
system
4.2.2
Mr.
Madhu
Customer
Purchase Order
1. Item
inventory
validated
1. Purchase
Indent
1. Min Max,
Reorder level
can be
defined in
system
1. Only
Approved
Indents are
considered
1. Purchase
Order is
generated
1. Purchase
Quotes
comparison
can be done
through
system
4.2.3
Ms.
Bhavna
1. Indent from
FAWAC and
ELECLINES
2. Purchase
Quotes from
vendors
29 | P a g e
2. Minimum
stock level
and Customer
orders are
validated
1. Auto PO
generation
based on the
re-order level.
2. Pricing
master for
RMs to be
created and
integrated with
purchase.
3. Real time
stock details to
be accessed by
1. Pending
Purchase
Orders
report
would be
generated
in system
2. Purchase
Order
monitoring
report to be
generated
in system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
Simplification
7. In case of high
amount/volume of order
approval are taken from
management.
8. It is responsibility of
purchase team to follow up
until the material reaches
factory
Purchase of New Items and selection of new vendor for FAWAC and ELECLINES
4.2.4.1
Ms.
Bhavna
1. New Item
request from
FAWAC
2. Quotes from
suppliers
30 | P a g e
Integration
purchase.
Purchase of
new items
and
selection of
vendor for
FAWAC
OFIs
1. Master data
creation for
Item and
Vendor
Automation
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
Simplification
4.2.4.2
1. New Item
request from
ELECLINES
2. Quotes from
suppliers
31 | P a g e
OFIs
1. Master data
creation for
Item and
Vendor
Integration
Automation
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.2.5
Ms.
Bhavna
1. Mail for
rejected items
1. In case of rejections,
return / replacement
decision is taken in
discussion with vendor.
1. Rejected
material qty
and bills are
validated
1. Debit note is
prepared
1. Material
Return
transaction
can be used
for returning
material or for
replacements
1. Debit
note can be
automaticall
y created in
system
1. Min Max,
Reorder level
can be
defined in
system
1. Auto
Purchase
Requisition/
Purchase
Order/Job
Order can
be raised in
2. Material
return
register
report can
be
generated
from system
4.2.6
Mr.
Navin
1. Purchase
Indent
32 | P a g e
1. Only
approved
indents are
considered
1. Purchase
Order
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
system
Purchase Indent
Purchase Quote
Purchase Order
Material Receipt
Incoming Quality Inspection
Material Inward to Store
Table 4: Store & Incoming Quality Inspection for FAWAC
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
Simplification
4.3.1.1
Ms.
Meenak
shi
1. Incoming
material
received at gate
33 | P a g e
OFIs
1. Validates
bills
1. Bills with
stamps
Integration
Automation
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
are captured
Material
Receipt
from gate
4.3.1.2
Ms.
Meenak
shi, Mr.
Raghav
1. Incoming
material from
gate
1. Validate
bills and qty
against
Purchase
Order
1. SRN Store
Receipt Note
1. When
material is
received,
Goods Inward
Note can be
prepared.
1. Document
management
system can be
integrated
1.Raw
material Item
Specification
is validated
1.Incoming
Inspection
report for
Aluminum,
Copper, PVC
and GI strips
1.Incoming
quality
checking of
material can
be done
through
system
1. Integration
of Store and
Quality can be
done
4.3.2.1
Mr.
Shesha
1. Raw Material
from Inward
location
34 | P a g e
2. QC
Approved SRN
2.Details of
Accepted Qty,
Rejected Qty
and testing
2. Document
management
system can be
integrated to
store quality
documents
1.Incoming
quality
inspection
report can
be
generated
from system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
parameters
details can be
captured in
system
online
Automation
3. After QC,
Goods Receipt
Notes can be
prepared and
inventory will
be auto
updated in
system
4.3.2.2
Mr.
Raghav
QC approved
material
35 | P a g e
1. Validates
QC report
1. SRN Store
receipt note
approval from
store
1. On
approval QC,
GRN Goods
receipt note
can be
prepared and
inventory
updated in
system
1. Pending
Purchase
Order qty
can be seen
in system
2. Purchase
Order will
be
automaticall
y closed
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
when all
quantities
are received
4.3.3
Mr.
Dilip
1. Invoice from
vendor
1. Verify PO
qty and
invoice qty
1. Inward Note
1. GRN
Goods receipt
note can be
prepared and
inventory
updated in
system
1. Pending
Purchase
Order qty
can be seen
in system
1. Sales
Shipment/Dir
ect shipment
can be
created in
system
1. Finished
goods
inventory
details can
be viewed
at the time
of booking
sales order
1. Real time
1. Stock
2. Purchase
Order will
be
automaticall
y closed
when all
quantities
are received
4.3.4.1
Mr.
Dilip
1. Dispatch
indent
Purchase
4.3.4.2
36 | P a g e
Mr.
1. Daily Stock
1. Item
inventory
validated
1. Item
1.
ERP Consulting
Department
Activity
No.
Requisition
Process
Owner
Dilip
Input
Activities Performed
Report
37 | P a g e
Output
OFIs
Simplification
Control
inventory
validated
Daily/Weekly
Inventory
report
item
inventory can
be viewed in
system
Integration
Automation
ledger
report can
be
generated
from system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.4.1.1
Mr.
Raghav
1. RM
Requisition Issue
Slip
1. Receives RM Requisition
Issue slip from production
2. Check the stock and issue
the material
1. Item
Inventory
validated
3. Material is outward is
updated in register and
system
Material
Rejection
4.4.1.2
38 | P a g e
Mr.
Raghav
1. Receiving
rejected
material from
QC
1. Receives rejected
material from QC and
inform to HO for same.
2. Returns material to
vendor and informs to head
office
1. Validates
SRN
1. Material
outward
register
updated
1. Job Issue
can be
created
against
Production
Order
1. Real time
inventory
can be
viewed in
system
1. Rejected
material can
be stored in
separate
Rejection
location
1.Inventory
for rejected
material can
be viewed
from system
2. Auto
PR/PO can
be created if
material is
not
available
ERP Consulting
Department
Material
Replacemen
t
Activity
No.
Process
Owner
Input
4.4.1.3
Mr.
Raghav
1. Replaced
Material
Activities Performed
Control
Scrap
Manageme
nt
4.4.1.4
4.4.1.5
Mr.
Tapan
1. System ledger
report from
system
2. Physical Stock
details from
registers
1. Scrap
generated
during
production
39 | P a g e
OFIs
Simplification
1. Replace
qty validated
against PO
Stock
Verification
Output
1. Inventory
updated in
system
2. RM Stock
Registers are
updated
Integration
Automation
1.
Replacement
against
Purchase
order can be
tracked in
system
1. Item
Inventory
will be
updated
automaticall
y
1. Item qty
are validated
in plant and
store
1. Updated
system stock
1. Stock
adjustment
can be done
through
system and
stock will be
updated
1. Item
inventory
can be
automaticall
y updated
after
adjustments
1. Validate
Scrap Qty
1. Sales
Order/Dispatch
/Invoice for
Scrap
1. Sales
Order/Shipme
nt/Invoice can
be prepared
in system
1. Scrap
Inventory
can be
viewed in
system
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.4.2.1
Mr.
Madhu
G, Mr.
Basawa,
Mr.
Bhaskar
1. Daily Stock
report
1. Item
inventory
validated
1. Purchase
Indent
1. Min Max,
Reorder level
can be
defined in
system
1. Auto
Purchase
Requisition/
Purchase
Order/Job
Order can
be raised in
system
Material
Inward
4.4.2.2
Mr.
Madhu
G, Mr.
Basawa,
Mr.
Bhaskar
1. Bills from
vendor
1. Item qty
validated
against
Purchase
Order
1. Inward Note
1. GRN
Goods receipt
note can be
prepared and
inventory
updated in
system
1. Purchase
Order will
be
automaticall
y close
when all
items are
received
1. Validate
inventory qty,
indent and
invoice
1. Dispatch
Note
1. Sales
Shipment can
be created
from system
Issue
material to
shop/custo
mer
4.4.2.3
40 | P a g e
Mr.
Madhu
G, Mr.
Basawa,
Mr.
Bhaskar
1. Indent and
invoice from
shop
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
Goods
Return
4.4.2.4
4.4.2.5
Mr.
Madhu
G, Mr.
Basawa,
Mr.
Bhaskar
1. Receives
material from
customer for
exchange
Mr.
Madhu
G, Mr.
Basawa,
Mr.
Bhaskar
1. Receives
material from
customer
1. Exchange
note
1. Return qty
and Invoice
verified
1. GRM (Goods
Return Memo)
41 | P a g e
1. Validate
invoice
1. Sales
Return and
Supplementar
y Invoice can
be created
from system
2. Warranty of
material can
be tracked
1. Warranty
can be
tracked
through
system
based on
invoice date
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
from system
4.4.3.1
Mr.
Dilip
1. Material and
Invoice from
vendor
1. Verify PO
qty and
invoice qty
1. Item
inventory
updated
Goods
Outward
Stock
Verification
4.4.3.2
4.4.3.3
Mr.
Dilip
Mr.
Dilip
1. Dispatch
indent from
shop
1. Stock
Registers
2. Gives material to
customer
42 | P a g e
1. GRN
Goods receipt
note can be
prepared and
inventory
updated in
system
1. Validates
item
inventory
1. Item
Inventory
updated
1. Sales
Shipment can
be created in
system
1. Item
inventory
validated
1. Weekly
Inventory
report
1. Stock
adjustment
can be done
through
system and
stock will be
updated
2. Purchase
Indent
1. Pending
Purchase
Order qty
can be seen
in system
2. Purchase
Order will
be
automaticall
y closed
when all
quantities
are received
1. Item
inventory
can be
automaticall
y updated
after
adjustments
ERP Consulting
4.5. Production, In process Quality and Final Quality Inspection for FAWAC
Production process can be broadly classified under following categories.
Production Process
In process Quality checking
Finished Goods Quality checking
Table 6: Production, In process and Final Quality Inspection for FAWAC
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
Production Process
Material
Requisition
from store
4.5.1.1
Mr.
Tapan
1. Production
Order Qty
43 | P a g e
1. Store RM
qty,
Production
Order Qty
and BoM qty
validated
1. RM
Requisition
Issue Slip
1. Job Issue
can be
created
against
Production
Order
1. Real time
inventory
can be
viewed in
system
2. Auto
PR/PO can
be created if
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
4.5.1.2
Mr.
Tapan
1. Customer
Purchase Order
2. Raw material
from store
Wire Drawing
Annealing
Bunching
Insulation
Wrapping/Extrusion
Armouring
Sheathing
In process QC
Final Qc
3. According to different
types wires, operation
sequence are changed.
4. At each state, material
moves from one process to
another process and
machines
5. For each different type of
44 | P a g e
Integration
Automation
material is
not
available
1. Bill of
material and
Routing are
validated
1. Production
Plan
2. Production
Order
1. Daily
production
plan can be
created in
system
2. Job Order,
Job Issue, Job
Receipt can
be created
3. Bill of
Material and
Routing can
be defined for
each item
1.Auto Job
Order can
be
generated
using MRP
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
1. In process
quality
checking can
be done
through
system
1. Document
Management
system can be
integrated to
store quality
reports
1. Quality
Production
report can
be
generated
from system
4.5.2
Mr.
Shesha
1. Pickup
material
production for
QC
45 | P a g e
1. Item
specifications
are validated
1. Weight
Analysis Report
2. QA Patrol
Inspection
ERP Consulting
Department
Quality Finished
goods
Activity
No.
Process
Owner
Input
4.5.3
Mr.
Sheshu
1. Finished
goods from
production
Activities Performed
46 | P a g e
Output
OFIs
Simplification
2. Material moves to
production to lab stock
Control
1. Item
specifications
are validated
Integration
Automation
1. Document
Management
system can be
integrated to
store quality
reports
1. Quality of
Finished
goods
register and
list reports
can be
generated
from system
automaticall
y
ERP Consulting
4.6. Dispatch
Table 7: Dispatch Process
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
4.6.1
Mr. Raj
Kumar
1. Receives
finished goods
from Quality
department
2. Customer PO
47 | P a g e
1. Customer
PO qty is
validated
1. Sales Invoice
2. Finished
good stock
ledger is
updated
1. Sales
shipment and
Sales Invoice
created by
converting
Sales order
with very
minimal data
entry
2. Sales
invoice can be
only done
when
shipment is
ready
3. Packing list
1. Stock
details will
be
automaticall
y updated
when
production
process is
completed
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
can be
generated
along with
Sales Invoice
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
1. Job Order
1. Complains
4.7.1
48 | P a g e
Mr.
1. Faulty
1. Warranty
1. Material
Automation
ERP Consulting
Department
Activity
No.
Support
Process
Owner
Basha
Input
material from
Head office
Activities Performed
Control
details of
components
is validated
2. Engineer visits at
customer location and
review the material.
Output
Replacement
Indent
2. Invoice for
the repair (if
applicable)
OFIs
Simplification
Integration
repair process
can be used
for repair
work.
can be
registered and
tracked with
Helpdesk or
Case
management
2. Warranty
tracking can
be done
through
system
4.7.2
Mr.
Upadhy
ay
1. Faulty
material from
Customer
49 | P a g e
1. Warranty
details of
components
is validated
1. Material
Replacement
Indent
2. Monthly
Replacement
Report
1. Job Order
repair process
can be used
for repair
work.
2. Warranty
tracking can
be done
1. Complains
can be
registered and
tracked with
Helpdesk
Automation
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Output
OFIs
Simplification
components replacement
charges are recovered from
customer.
3. To find out components is
within warranty or not,
either from invoice or from
serial number it will be
tracked manually with
quality team
4. Received material are
sent for repair.
5. Either material are
repaired or replaced with
new components.
6. For replacements,
material is taken from store
and inventory is updated.
7. Replacement details are
mentioned in Material
Replacement Indent and
sent back to Head office
along with replaced
material.
8. Incoming material details
and outgoing material
details are captured in
Replacement details sheet
50 | P a g e
Control
3. Invoice for
the repair (if
applicable)
through
system
Integration
Automation
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
Department
Activity
No.
Process
Owner
Input
Mr.
Nagesh
war
1. Maintenance
schedule or
Break down
request
Activities Performed
Control
Output
OFIs
Simplification
Integration
Automation
Plant Maintenance
Plant
Maintenanc
e
4.8.1
51 | P a g e
Break down
maintenance
Preventive
1.
Maintenance
activities are
carried out
based on the
defined
1.
Preventive/Bre
akdown
Maintenance
Record
2. Spare parts
1. Plant
Maintenance
module can
be used for
preparing
schedules and
details of
1. Spares
inventory
can be
automaticall
y updated
after
consumptio
ERP Consulting
Department
Activity
No.
Process
Owner
Input
Activities Performed
52 | P a g e
Output
OFIs
Simplification
maintenance
Control
schedule
consumption
3.
Maintenance
schedule
compliance
4. Purchase
Indent
action they
have taken
Integration
Automation
n
ERP Consulting
Department
Areas of Pain
Impact
OFI
All
Medium
All
Medium
Pre-Sales
Pre-Sales
Pre-Sales
53 | P a g e
High
High
High
ERP Consulting
Department
Pre-Sales
Areas of Pain
Customer buying pattern analysis e.g. some customer
buy every 2 month or every 6 month based on that
engineer can plan to visit customer
Pre-Sales
Pre-Sales
Pre-Sales
Pre-Sales
Impact
OFI
High
High
Medium
High
High
Pre-Sales
High
Pre-Sales
High
54 | P a g e
ERP Consulting
Department
Areas of Pain
OFI
Impact
be track from one place.
Pre-Sales
High
Pre-Sales
High
Complain
Management
High
Complain
Management
Warranty
Management
High
Purchase
Medium
Purchase
55 | P a g e
High
High
ERP Consulting
Department
Areas of Pain
OFI
Impact
generated
Production
High
Production
Medium
Quality
Medium
Quality
High
Stores
High
Stores
Medium
Stores
Medium
Stores
Medium
Stores
Medium
Store
Medium
Sales
Medium
56 | P a g e
ERP Consulting
Department
Areas of Pain
OFI
Impact
Quotes
quotes directly.
Sales
Medium
Sales
Medium
Sales &
Marketing
Sales &
Marketing
High
Sales &
Marketing
Medium
Sales &
Marketing
Medium
High
Key OFIs
Warranty of any item can be tracked through warranty management and it can be linked with manufacturing
All new leads, their follow up details and lead status can be managed through Lead management
Client 360 degree view will give all details information of communication and transactions done with client.
57 | P a g e
ERP Consulting
System based Min-Max/MRP planning can be used for material planning to Auto generate the purchase request / purchase order/Job order
which will help to reduce the material stock out situations
Enhanced Inventory tracking to include batch wise stock with expiry dates, WIP stage wise, Accepted / rejected / scrap, aging details
End to End Purchase monitoring reports can help have the visibility of the various status of the purchase requests
Capturing of Supplier batch number as part of inward and FIFO based issue of material will help in traceability
Codification of the items and creation of comprehensive BOM with all items is imperative for accurate material planning
Tracking of quality inspection (inward and Final product inspection) through the system will help in further analysis and control
Tracking of Non Moving items through Non Moving Item inventory list for both stores
System driven workflow approval and notification for tighter control and communications
Auto generation of Trial Balance, Balance Sheet , P&L from the system
58 | P a g e
ERP Consulting
4.10.
Based on discussion with management and As Is study, the Key Performance Indicators are outlined below:
Depicted below are the reports that can be used to monitor these KPIs
59 | P a g e
ERP Consulting
Customer
Name
Item Code
Item Type
Item
Category
Item Group
SO Date
SO Number
UoM
Qty
Amount
CUS00233
MS Traders
LTL20F
LED
TUBELIGHTS
NOS
40
1200
Azad Sales
X112
LED
X1 SERIES
ELELC/SO_22
NOS
10
3200
CUS00293
SM
Industries
Ashirwad
Traders
Bajaj Auto
Industries
7/1.04 6MM
AL CTS WIRE
3/20 WPTC 3
MM
PVC ROUND
SHEET
03-July2015
03-July2015
12-July2015
15-July2015
20-July2015
ELELC/SO_12
CUS00247
Finished
Goods
Finished
Goods
Finished
Goods
Finished
Goods
Finished
Goods
ELELC/SO_102
COIL
50
16000
ELELC/SO_112
COIL
50
18550
ELELC/SO_150
NOS
80
1800
CUS00300
CUS00330
WIRES
AL
SAMPLE
WIRES
AL
PVC
SHEET
ELECTRICALS
60 | P a g e
July
June
SUM(Amount)
May
SUM(Amount)
SUM(Amount)
4,600.00
431,874.14
SAMPLE585,000.00
0
2,300.00
123,220.00
17,500.00
0
16,292.00
ERP Consulting
July
June
0
0
275,000.00
877,500.00
May
0
0
0
6,900.00
106,850.00
55,725.07
17,212.00
751,173.21
Location
Name
Item Code
Item Type
Item
Category
Item Group
ELECLINES
Store
Finished
Goods
Wires
ELECLINES
Store
1.5SQMMX3C
Copper Flex
Wire
18MM
CASING &
CAPING
11W/11 CFL
LAMP
6A 2IN1
SOCKET WA
PVC ROUND
SHEET
Finished
Goods
PVC
Finished
Goods
Finished
Goods
Finished
Goods
LAMP
ELECLINES
Store
ELECLINES
Store
ELECLINES
Store
0-30 Days
31-90
Days
91-120
Days
UoM
Copper Wires
Non
Moving
Days
51
200
COIL
CAPING
10
50
NOS
CFL
100
50
NOS
SOCKET
GOLADMEDAL
80
165
NOS
PVC
SHEET
20
80
NOS
SAMPLE
61 | P a g e
ERP Consulting
Client
Name
Type of
Opportunity
Opportunity
Name
Opportunity
Owner Name
Priority
Expected
OBV
Sales Order
Number
Sales Order
Status
Difference
of OBV and
ACV
Wipro
LED
MR. PSR
HIGH
20,000
MR. RAJESH
HIGH
40,000
S0_12
APPROVED
40000
LIGHTS
Infosys
LED
25W LED
BULBS
Ranbaxy
Wires
Pharma
16/0.20
SAMPLE
MR. RAJESH
MEDIUM
2,00,000
S0_89
CLOSED
50,000
MR. NSR
MEDIUM
90,000
SO_103
CLOSED
90,000
1SQMM MCR
CABLE
Honda
LED
Automobiles
Open
Number of
Tickets
62 | P a g e
Closed
with in
Attended SLA
10 SAMPLE
8
Closed
but
Delayed
6
ERP Consulting
5. To Be Business Process
This section mainly focuses on the To Be business processes aligned to the current business processes and future business requirements taking
into consideration the KBFs, KPIs and the pain areas along with the OFIs and / or major requirements identified during the As Is study.
5.1. Manufacturing Master Data
5.1.1. Site Master
FortuneArt Wires and Cables Pvt Ltd (FAWAC), Electrical Lines (ELECLINES) and Vimal Power Lines (VPL) are part of FortuneArt Group of
companies (FAGROUP). It is expected that the ERP application would be extended to all three group companies in future. Hence it is
recommended to create the site FAWAC. ELECLINES and VPLINES as the child of FAGROUP. In future, the other companies in the group
could be added as the child to FAGROUP.
All the sites FAWAC, ELECLINES and VPLINES (child of FAGROUP) are to be created as accounting site.
FAGROUP
FALED
FAWAC
ELECLINES
VPLINES
In FAWAC, ELECLINES and VPLINES site details, their registered address, statuary details are required to add.
P&L and Balance Sheets are created at FALED, FAWAC, ELECLINES and VPLINES and can be consolidated at FAGROUP for analysis
purpose.
Note:
FALED, FAWAC, ELECLINES and VPLINES are Physical entities while FAGROUP is a logical entity.
63 | P a g e
ERP Consulting
As part of item master creation, items should be grouped and categorized which will help in report generation and analysis. Below is
the illustration of grouping and Categorization of the item:
Table 11: Item Codification
Type
Finished Goods for ELECLINES and FALED
Group
Down Light X Range
Down Light Y Range
COB Antila Range
Dome Light Round
Dome Light Square
.
Bar Light
Category
5 Watts
10 Watts
15 Watts
20 Watts
25 Watts
30 Watts
00001 10000
10001 20000
20001 30000
64 | P a g e
Item Code can be up to 32 character and Item description (short and long description). Item code can also be auto generated
based on item parameters like item group, category and type. Item master will remain common for FALED, ELECLINES and
FAWAC. For FAWAC, based on item categories item code can be auto generated.
Item type can be defined as raw material, semi-finished / Sub-assembly (SFG), Finished goods (FG), service, scrap, consumables,
spare parts, capital items, Asset, export, import, loss, packing material and so on.
Item Category and Item groups are user defined and required to tag at the time of item creation.
To check quality of an item, Quality flag is required to be set to True and specifications (testing parameters) are required to be
created in specification master and tagged to items.
Tolerance percentage to set the limit for an item so that during GRN the user can take extra materials inside
Item Tax Class code to be associated with the item, Chapter code and Sub head code
ERP Consulting
To have automatic batch number generation for Raw material, GRN option is required to be set True. If both not selected then
batch number can be manually entered.
UoM details of item with option to define Inventory UoM, purchase UoM and Sale UoM, with conversion factor. Dual UOM are
applicable to many of the items.
Standard cost for Material, Labour, Overhead and subcontract labour can be defined
Different ledger accounts can be tagged to item site wise. For raw material - Purchase type of account, for finished goods - Sales
and Sales return type of account, for capital items - work in progress type of account are required to be tagged.
ERP Consulting
Tax Structure: Transactions are carried out both within the same state or different state. So to ease out the effort required during the
transactions, it is recommended to configure the tax structure at the master level so that system can pick up the applicable taxes
automatically.
5.1.5. Price Master
Price master will allow user to configure the price of an item with various scenarios like site wise, customer group or category or customer wise,
sales region wise, default price, MRP, Rate and so on. Product price list can be configured so that system automatically picks up the price at the
time of Sale Order creation.
5.1.6. Document Sequence
Each and every transactions and masters have unique transaction number or master code. To generate transaction number/master code
automatically through system user can set document sequence. For each transaction, document sequence configuration is mandatory.
Document sequence can be configured according to document sub type and transaction category type.
5.1.7. Process Configuration Master Data
66 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
1. LED Store
Inventory types location to be
2. Wires Store
created
ELECLINES Site
Quality Flag
True
All RM and PM
Costing
Landed Costing
Tolerance %
TBD
True
Excisable Flag
True
True
All
True
RM and PM
True
For All FG
All
All FG
Credit Limit
TBD
True
67 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
True
True
TBD
Email Id 1
Module : Master
Entity: Item Master
Document Sub Type : Finished
Goods
68 | P a g e
True
All
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
IsMRPPlannedQtyEditable
True
All
CreateJournalVoucherinGRN
True
All
IsPackingListEnabled
True
All
IsAuditTrailRequired
True
All
CRMWarrantyIntegration
True
All
69 | P a g e
Client Type such as Business/Person/Govt etc. can be created, this is user defined.
Client Category such as Corporate/Stockiest and Retail etc. can tagged to integrate Price Matrix rate to offer differential pricing
to client.
Source of Client can be a place from which client has comes (i.e. Newspaper, Referral and Google AdWords etc.)are user defined
Owner of the client, this is for workflow notification, Follow-Up and for account optimization.
ERP Consulting
Multiple Contact along with contact Type and contact Role for the contact can be tagged.
Location or Address of Client is with option to define location type like registered office address, Residential address,
communication address and office address etc.
Business Profile (Industry Type, Sub-Type, Energy Consumption, Installed Capacity, Gross Floor Area, Number of shift, No. Of
Employees, Annual Revenue)
Contact Preferences to define Preferred Mode of Contact, Preferred Language, Time to Contact, Mail/SMS/Phone Preference.
70 | P a g e
ERP Consulting
Claim Type
Designation
Travel Source
Travel Destination
Fare
Secunderabad
Travel
Mode
Own Vehicle
Beat wise
Sales Manager
Head Office
Beat wise
Sales Engineer
Head Office
Hyderabad
Own Vehicle
TBD
Distance wise
Sales Manager
Head Office
Vijayawada
Taxi
TBD
Distance wise
Sales Engineer
Head Office
Hyderabad
Taxi
TBD
Fixed
Sales Executive
Head Office
Hyderabad
Train
Actual
TBD
71 | P a g e
Case Source: User can defined different type of case sources like Email, Phone and SMS etc.
Problem Category: User can defined different types of problem categories which can be used to during the time of case
registration.
Problem Type: User can define different types of problem type and its dependent on Problem Category.
Problem Item : User can define different types of problem item and its dependent on Problem Type
Problem Summary: User can define different types of problem summary and its dependent on Problem Item.
Problem Class: User can define problem class like High, Moderate and Low
Cause Category: Its dependent on Problem Category and displayed as dropdown at the time of resolving any case. Its user
defined field
Cause Type: Its dependent on Cause Category. Its user defined field.
ERP Consulting
Problem Category
Problem Type
Problem Item
Problem Summary
Product or Service
LED
Product or Service
LED
Light is flickering
Product or Service
Wires Cables
Optic Connector
Product or Service
Wires Cables
Logistics
Sales Quotation
Logistics
Dispatch
Delivery
Logistics
Finance
Settlement Issue
Logistics
Finance
Document Issue
Credit Note
Logistics
Finance
Document Issue
Duplicate Bill
72 | P a g e
ERP Consulting
Embedded Service with the product can be tagged along with Validity
Warranty
Code
W001
Type
Item
Functional Type
Associated Service
Term
Base
10W LED
Invoice Date
TBD
W002
Extended
10W LED
Mfg. Date
TBD
W003
Extended
10W LED
Delivery Date
Installation
TBD
User Group: This to be defined based on functional organization such as Help Desk (L1), Service Engineer -L2 , Service Engineer L3 .
Tagging User to User Group
Defining SLA timeframe for escalation
Category
Problem
Type
Product
LED
73 | P a g e
L1
Escalate
after
L2
Escalate
after
L3
Item
Escalate
after (Hrs.)
Bulb
12
Help desk
24
Service
Engineer
36
Head Service
Operation
ERP Consulting
Product
Wires
Cables
Optic
Connector
12
Help desk
18
Service
Engineer
48
Head Service
Operation
Logistic
Finance
Help desk
24
Finance Head
Sales and
Mkt
Help desk
Finance
Desk
Head Back
office
72
Logistic
Settlement
Issue
Sales
Quotation
Operation
Head
Field
Data/Value
1. Campaign Name , Location
2. Campaign Budget
3. Campaign List
Document Category
Contact Type
Contact Role
Client Type
Business / Person
Lead Status
Lead Source
Industry class
Warranty Type
74 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Warranty Starts on
Case Source
Case Type
Problem Category
Problem Type
Problem Item
Problem Description
Cause Category
Cause Type
Beat Code
Custom Value
Beat Name
Custom Value
Beat Type
Client Code
LOV
75 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Travel Source
Custom Value
Allowance Type
Custom value
76 | P a g e
ERP Consulting
77 | P a g e
ERP Consulting
OFI
5.3.1. Planning
Minimum stock levels are to be maintained for all the finished goods. To achieve this, system based Min-Max planning can be used. Min
Max planning will be applicable for ELECLINES and VPLINES.
As a master setup for each items, Min and Max stock levels are required to be set. In case of purchased items, the vendor details along
with min order quantity, purchase lead time and lot quantity are updated. Items for which multiple vendors are involved, allocation
percentage is set.
78 | P a g e
ERP Consulting
In case of manufactured items (FAWAC), in item site planning screen, MRP planning is required to do for all the raw materials and
finished goods. The parameters like manufacturing lead time, BOM, routing are updated. This master set up should be reviewed and
updated on a periodic basis.
On a daily basis (for ELECLINES and VPLINES), User will run Min Max planning which will create Purchase Requisition/Purchase Order
(PR/PO) for purchase item.
Based on Sales Order, User will run MRP which will create Production Plan, Job order (JO) and Purchase Requisition/Purchase Order
(PR/PO) for raw materials if required for manufactured item based order and depends on Inventory availability.
Stores Head and Production Head will verify and approve the PR and JO. Stores head will have option to update the planned quantity
before approval.
5.3.2. Purchase
Approved Purchase requisitions are received at Purchase department for further process.
Purchase department either request for quotation from vendor or directly convert into Purchase Orders
Purchase quotation are updated into the system and compared. Best quote is manually selected and converted into Purchase Order.
Purchase Orders are verified and approved by user based on access permission. Upon approval of the Purchase Order, auto mail is sent
to vendor through system.
Service type of Purchase Orders will be created in case of purchasing services from vendor.
Note:
1. In case of the items which are not part of min-max planning, the user will raise PR directly in the system which needs to be approved
by their respective HOD. Upon receipt of the approved PR, Purchase team will carry out the purchase activity.
2. For regular items for which purchase rate is fixed, same can be updated in party item details so that rate will flow automatically.
As soon as the material is received at gate, gate entry is created and Goods Inward Note (GIN) is created in system.
Challan No/Invoice No/Lorry Receipt No. will be captured.
79 | P a g e
ERP Consulting
Material will move in to inward store where store person will check the material. At this stage, stores team should do the count check
and high level check of the goods and approve the GIN.
GIN number becomes the Auto batch numbers of the received materials
If material is accepted, material will go for quality checking.
If material is rejected, material will move to GIN Rejection location.
Quality team does the inward quality inspection which will be based on pre-defined control plan. Inspection results are recorded against
the specification in the system. In case of 100% inspection, the scanned copy of inspection report can be uploaded as associated
document into the Quality GIN transaction.
Quality accepted materials is available for GRN whereas the rejected material is moved to rejected location.
Materials rejected during GIN or Quality stage can be sent back to vendor for replacement through Material return screen.
Goods Receipt Note (GRN) is created for the quality accepted material. In case of Miscellaneous item for which inward quality is not
mandatory, GRN is created directly after GIN.
Purchase voucher can be auto created in system upon approval of GRN. Once the GRN is approved, inventory gets updated and the
material is available for issue.
Purchase Voucher (PV) created automatically by the system during GRN approval will be in draft mode which will be verified, updated
and submitted by the finance team.
80 | P a g e
ERP Consulting
Apart from the above regular process of PV creation, Finance Department can create a single purchase voucher against a PO with
multiple GRN or can create auto purchase voucher against multiple parties with multiple
On approval of GRN/ DGRN, excise registers i.e RG23A part 1 and part 2 for raw material and consumable item and RG23C part 1 and
part 2 for capital item will be auto updated with the item and input credit amount.
Auto debit note would be created in case of difference in booked quantity and receipt quantity or manual debit/credit note can be
created for rate difference.
The direct expense like freight inward etc. can be loaded on the material landed cost be selecting the GRN on which the cost to be
uploaded at the time of expense voucher booking
Advance Payment: In case of certain PO where Advance payment has to be made, Advance against the PO is paid by mapping PO to the
advance payment voucher
Payment voucher against purchases by mapping purchase voucher: Partial payment, Full payment or balance payment can be paid by
mapping relevant vouchers. In case of Payment against import purchases, Payment will be made in foreign currency and it will be
accounted in both INR and FC. Also system will Auto calculate and post foreign exchange gain / loss on such payment
Payment voucher for other payment i.e Expenses etc. created by mapping expense voucher
C form issued details to be updated under the Sales form tracking to get the C form tracking report.
Party Outstanding report
81 | P a g e
ERP Consulting
Party outstanding report will show only those invoices of which payment is not yet mapped or which are not yet paid. Also it will
reflect all invoices that are due for payment with days of overdue from voucher date or credit days as required in both in INR
and FC
Budget v/s utilization and variance report
o All expenses booked against which budget is uploaded in the system will flow in the budget transaction tab or budget utilization
report by configuring budget into system. Periodical budgets like monthly, quarterly etc. can be defined. Un-utilized amount of
budget can be written off or carry forward to next period as required. If budget gets exhausted for a period then budget can be
amended as required.
Taxation and other Reports
o Purchase Tax registers giving details of all purchases with tax breakup
o Expense registers giving details of all expenses
o Payment register giving details of all payment made with advance payment details
o All taxation reports like Excise, VAT, CST, Service Tax and TDS which can be used for tax filling
Screen/ Form
Master -> Address
Planning -> Item Site Planning
82 | P a g e
Field
Email 1, Email 2, Email 3
1. Min Max Plan Flag
2. Inventory Check Flag
1. MRP Flag
1. Make Flag
2. JO
Data/Value
Applicable to
Email id of Supplier
All suppliers
True
True
True
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
1. Buy Flag
Planning -> Item Site Planning
2. PR
True
TBD
TBD
3. PO
Planning -> Item Site Planning
1.
2.
3.
4.
Vendor
Vendor Percent Allocation
Minimum Order Quantity
Purchase Lead time
1. Site
2. Location Name
False
All
Allow PV Edit
False
True
All
83 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
Solution : Manufacturing
Module : Procurement
Entity: Purchase Order
UCP -> Administrator Setting -> Add
on Communication -> Create Add on
Communication
Status : Approved
Recipient Type : Roles
Recipient : MFG Generic Email Role
84 | P a g e
ERP Consulting
85 | P a g e
ERP Consulting
OFI
A Sales Enquiry is a receipt of information received from a customer stating that an item is needed.
An enquiry can be created for existing customer or new customer. In case of new customer, user can select prospect customer option to
enter customer name in enquiry form.
Types of Sales Enquiry:
a.
b.
c.
d.
Respective Sales Manager/Management can review enquiry and can Approve/Reject it.
86 | P a g e
ERP Consulting
Approved Sales Enquiry can be converted in to Sales Quote or user can also create Sales Quotes directly.
A Sales Quote can be created for existing customer or new customer. In case of new customer, user can select prospective customer
option to enter customer name in quote form.
Sales Quote can be further amended as per business discussion. Amendment history of all SQ will be visible in system.
Pending sales quote details are generated on a daily basis and circulated to respective sales team for further follow up until it is
converted to order
When purchase order is received from the customer, Sales order is created either by converting the quotation or directly.
User checks the availability of inventory and commits the delivery date to the customer. If the item is to be shipped on later date, then
item batch can be reserved by moving the inventory to reserved location.
Some of the information like required date of item (Expected delivery date based on material availability), Customer Purchase Order no.,
Date etc. are captured in the SO along with other mandatory information.
PO copy can be attached with sales order through associate document screen.
Sales order can be prepared for following:
o Domestic
o Export
o Service
o Scrap
o Free sales ( invoice will be prepared but it will not be charged to customer)
87 | P a g e
ERP Consulting
Authorized user will approve the sales order. If material is available, sales shipment and invoice is prepared else the same is intimate to
production team for production of items.
As soon as the SO is approved, Order acknowledgment is sent to the customer through auto-mail notification
Shipment of items is possible only if the item is available in the inventory. Whenever finished goods are ready, Sales order will be
converted in to shipment. Shipment is subsequently converted into Sales Invoice.
In case of partial shipment of the order, Shipment & invoice is created for only for the partial quantity.
In case of Service Orders, Sales Order of type Service is created and invoice can be created directly from the sale order.
88 | P a g e
ERP Consulting
Screen/ Form
Master -> Address
Field
Email 1, Email 2, Email 3
Data/Value
Email id of Customer
Applicable to
All customers
Solution : Manufacturing
Module : Sales
Entity: Sales Invoice
UCP -> Administrator Setting -> Add
on Communication -> Create Add on
Communication
89 | P a g e
Against CT1
As Such Sale Flag
Invoice Type
Set to True
Excise
ERP Consulting
90 | P a g e
ERP Consulting
Retail Sales process is more over similar to Order to Cash cycle but it will fewer steps to process.
5.5.1. Sales Enquiry/Sales Quotes and Sales Order
In Retail Sales process, customer walks in for enquiry, quotes or for planning an order directly. In case of Sales Enquiry and Quotes, it can
be captured in their respective screen and it will be converted in to order.
In case of sales order, direct shipment created. Shop will create sales order/direct shipment and send order copy of it to store for
dispatching material.
Store will check the availability of material. If stock available and based on dispatch advise, either it will send to customer or given to
customer in hand through sales shipment screen or by approving direct shipment. After that sales invoice is prepared by store or shop.
Direct Shipment option can also be used for retails process. In single screen, order information, shipment details and invoice can be
created.
91 | P a g e
ERP Consulting
5.6. Production
Production process includes Job Order, Job Feedback, Quality in Production, Quality of Finished Goods, Job Receipt processes.
Figure 8: Production
OFI
Auto Production Planning, Job Order and Purchase Order/Purchase Requisition created through MRP Planning
Quality inspections captured through system which will help to track the rejection and rework
92 | P a g e
ERP Consulting
BoM and Routing is required to prepare in system for all finished good items.
All items which are used in production including packing materials and consumables will be part of bill of material.
Process of manufacturing will be defined in Routing including work center detail, operations details. For example,
Table 19: Routing
Sr.
No
1
2
3
4
5
6
Work Center
WC0001
WC0002
WC0002
WC0002
WC0002
WC0002
Operation Code
OP001
OP002
OP003
OP004
OP005
OP006
Operation Description
Wire Drawing
Insulation
Wrapping/Extrusion
Quality in Production
Armouring
Outer Sheathing
Quality/Feedback Required
Yes
Yes
Yes
Yes
Yes
Yes
93 | P a g e
ERP Consulting
For MTO scenario, user can run MRP based on Sales Order from system. MRP output will be Production plan, Job Orders and Purchase
Requisition/Purchase Order (depends on raw material availability). User can also create Production Plan, Job Orders and PR/PO manually
without running MRP logic.
Job Order includes details of BoM, Routing and Qty to be produced. It also provide the visibility of Raw material availability. If raw
material is not available, PR is created against the Job Order.
Stores team can check the availability of material against the JO. If the material is available in stock, Job Issue is approved and material
is issued to production floor. If the materials are unavailable in the inventory, store associate can raise a Purchase Requisition of type
Job.
Inventory will be updated in system automatically.
Once the job issue is created, production floor receives all raw materials and production activities are started. Job Feedback is used to
report activities related to the production Job Orders in order to track the status of the job order operations.
During the operation, Accepted Qty, Rejected Qty and Rework Qty can be captured.
Operation wise parameters can be captured in Job Feedback screen.
Machine wise Accepted and Rejected Qty can be captured in Machine tab.
System will keep track of operation for which Job Feedback is required.
The quality department can perform a quality check on items during the production process by using the Quality in Production feature.
The Quality in Production feature determines the items that need to be accepted, rejected, or reworked upon.
94 | P a g e
ERP Consulting
Items accepted at this stage will proceed further to the next operation. Item rejected will be moved to rejection location (will not be
available for issue). From rejection location store team can convert the rejected material to scrap.
For operation rework, quality team can discuss with production department to reopen the respective operation for rework. After rework
again, quality is checked and Accepted item will be available for next operation.
Quality in finished goods will be the final activity after the production process.
The quality of the finished good is checked according to the various specifications defined for the respective FG/SFG in the item master.
Once the finished goods is accepted at the final quality check, Job Receipt is created by production and handed over to Stores. Stores
verifies the quantity of item and approves the Job Receipt.
Drum No and Coil No details are captured in this transaction along with their qty and it will be considered as finished good batch
numbers.
The Job Receipt transaction captures the following details:
o Produced and consumed quantity.
o Actual labor and overhead cost can be captured at Job Receipt as their actuals are known only after completion of the Job.
o Scrap and loss details can be modified /added at Job Receipt level.
Material will be available for shipment after Job Receipt.
Due to some reason, if raw material is damaged/spoiled during production process, if production team require extra material to be
issued against the Job Order, then Material Issue request is created and tagged to the Job Order for which material is required to be
extra issued. Store will issue the requested material and inventory will be updated in system.
95 | P a g e
ERP Consulting
Screen/ Form
Field
Data/Value
Applicable to
Quality/Feedback Required.
True
Scrap details
False
All
96 | P a g e
ERP Consulting
97 | P a g e
ERP Consulting
Lead may come online or offline. Online Lead is to be integrated to CRM system through Web Lead form. Offline lead can be created
individually or through Bulk Upload facility.
All lead can have Single or multiple Contact. There should be one linking screen through which user can tag the source of the contact's
contact.
Every contacts individual preference (i.e. Preferred Mode, Preferred Day, Preferred Time, Yellow Lights) to be captured. Back office to
visit this preference before connecting the contact.
Contact management module to be explored for this.
'Key Note' is to facilitate back office user to write i.e. Attitudes, frame of mind etc. will write against every individual contact. This note is
very important in handling the contact or for communication. Remarks fields to be used to write Key Note.
Follow Up notification for any lead or contact should automatically go to the concern owner of the Account. Owner of the account will
keep on updating the follow-up details as when required. Follow-up detail updated by back office should reflect to the sales person work
list and vice-versa.
Field Force Sales Engineer may ask for Sales Quotation for any client through ticketing system or they may raise Sales Enquiry through
DWS automation system. Back office to share Sales Quotation on those Enquiry. Sales Quotation should flow to client directly through
mail. When Quotation is approved, Sales Order to be placed in system. In case client asked for revised quotation, back office to amend
the Sales Quotation and share to the client.
For Every individual contact Date of Birth, Anniversary date to be capture for relationship management. Automatic personalized email to
be scheduled on the special day for that contact to make him feel important. Customized Email Template along with Auto Email
scheduling from Reporting communication module to be set.
98 | P a g e
ERP Consulting
Sales Force should follow the daily activity as per assigned task for the day, which is approved by his supervisor. This is to be tight
coupling through system.
99 | P a g e
ERP Consulting
There may be Multiple Monthly Target of a sales man. These Monthly target to be defined at Monthly Work Plan (MWP) of a Sales
Engineer
Date wise Activity and task for individual client is to be defined at Monthly Work Plan. There can be multiple Task /Activity for a single
client and Multiple Visit for Different client in a day.
Date wise Calendar View of daily work plan to be set.
Sales Engineer may change his work plan in certain cases. Changes to be approved by his supervisor.
Sales Engineer has to enter Daily Work details in online system. Order booked through Daily Work sheet system will automatically
converted to Sales Enquiry by his back office counterpart. Back office to share Sales Quotation to those Sales Indent.
Quick Lead and Client is to be created by sales engineer should move to back office for follow-up.
Sales Engineer to capture on ground competition in system, this will flow to back office for further analysis for competitive pricing or
new sales plan.
Promotional activity to be captured using Daily work Sheet (DWS) online system.
100 | P a g e
ERP Consulting
101 | P a g e
ERP Consulting
To digitized vendor management process and minimize response time to customer concern, Case Management module to be in place.
A dedicated email id to be configured for auto Ticket raising. Where Ticket will be created automatically on receiving mail to this id.
Master to be configured for categorization and sub-categorization of Problems. Owner of these problem category and sub category to
be mapped in advance.
Ticket should follow the workflow rule defined in advance to streamlines processes.
Once Ticket is raised It is in Open status, and by default go to the L1 work Group, User at L1 may Resolve the Ticket or assign to next
Workflow level i.e. L2 group. When resource is not available or due to incomplete information L1 User may hold the ticket at open state.
Status of the ticket become WIP once Ticket is Un-Hold and assigned to L2, at these stage ticket can be resolved or can be escalated to
L3 Group for Resolution. L3 is the final workgroup where Ticket cycle has to close, User can Resolve the ticket, or may convert to CR (i.e.
Change Request) for further improvement.
Resolved Tickets moves to the client or to the initiator for verification, User can Re-open the ticket with proper clause in automated
Ticket feedback process.
Ticket resolution timeframe is to be defined at SLA masters. Where ticket will move to the next Work Flow owner if it crosses more than
the threshold limit defined for resolving at that level.
User at any work Group at any level can assign tickets within User Group based on Current Work Allocation.
Auto notification and alarm mechanism to optimize the response time for interdepartmental communications.
102 | P a g e
ERP Consulting
6. Key Deliverables
6.1. Scope Document
Table 20: Scope Document
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
Indent/Sales Order
Available in iON
Indent/Sales Order
Available in iON
Sales Quote
Sales Quote
Sales Quote
103 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
Drum Number/Coil
Number
Proforma Invoice
Vendor Master
Vendor Master
10
Vendor Master
104 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
11
Purchase Order
12
Labour Matrix
13
Production
Available in iON
14
Production - Tracking of
Scrap
Available in iON
105 | P a g e
Possible Option /
Workaround
ERP Consulting
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
15
Production
16
Contacts
17
Email and SMS integration There should be some facility for Email or
for Contacts
SMS to communicate a Contact, once
user select / Edit the contact, system will
provide an edge to mail/ SMS from the
same screen.
CRM
106 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
18
Contact preference is
captured for Header Level
contact.
19
20
21
107 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
22
23
Event Calendar
24
Multiple or Co-Owner of
Account
25
Client Management
26
Client Management
Communication
108 | P a g e
Possible Option /
Workaround
ERP Consulting
Sr.
No.
Topic
Requirement
27
Client Management
Communication
Possible Option /
Workaround
Lead Management
29
Sales Enquiry
30
Lead Management To
Do Activities
31
109 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
32
Available in iON
33
MWP Rescheduling
Work Plan
Available in iON
34
35
Sales Target
36
110 | P a g e
ERP Consulting
Sr.
No.
Topic
Requirement
37
38
39
40
41
DWS
42
DWS
43
DWS
44
DWS
111 | P a g e
Possible Option /
Workaround
Available in iON
Currently iON does not have his
feature.
Available in iON
ERP Consulting
Sr.
No.
Topic
Requirement
Possible Option /
Workaround
45
DWS
46
DWS
47
DWS
48
DWS
6.2. RACI
RACI chart provides details of segregation of duties between various stakeholders in the organization. This chart will help in defining the number
of users required and also in setting up the user authorization.
Responsible (R) Describes role that executes the activities to achieve the task.
Accountable (A) Describes roles that own the quality of the deliverable and sign off on work that Responsible provides.
Consulted (C) Describes roles that provide subject matter expertise.
Informed (I) Describes roles that receive information about the task.
RACI
FortuneArt Wires & Cables
Department
112 | P a g e
Process
Responsible
Accountable
Consulted
Informed
ERP Consulting
Master
Ramarao
Raghu
SM Basha
Item Master - FG
Ramarao
Raghu
SM Basha
Price Master
Ms. Preeti
Ms. Preeti
Ms. Hema
R&D
Purchase
Stores
Indent
Goods Inward Note
(GIN)
Goods Receipt Note
(GRN)
Purchase return
Job Receipt
Job Issue
113 | P a g e
Karan
Bhavna
Ms. Preeti
Ms. Deepa
Baswaraj
Ms. Hema
Baswaraj
Nageshwar
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
SM Basha
Tapan
SM Basha
SM Basha
SM Basha
SM Basha
Ramarao
Raghu
Ramarao
Raghu
Ramarao
Raghu
SM Basha
Ms. Bhavna
Raghu
Raghu
Ramarao
Raghu
ERP Consulting
Raghu
Seshu
SM Basha
Production Supervisor
Tapan
SM Basha
Tapan
Tapan
SM Basha
Seshu
Seshu
SM Basha
Quality in Production
(Inline QC)
Seshu
Seshu
SM Basha
Seshu
Seshu
SM Basha
Rajkumar
Raghu
SM Basha
Sales Invoice
Ramarao
Raghu
SM Basha
Breakdown requests
Baswaraj
Nageshwar Rao
SM Basha
Preventive
Maintenance
Baswaraj
Nageshwar Rao
SM Basha
Predictive Maintenance
Baswaraj
Nageshwar Rao
SM Basha
Stock Adjustment
Production Plan
Production
Quality
Job Order
Job Feedback Production status
update
Material Request - Over
issue
Dispatch
Maintenance
114 | P a g e
ERP Consulting
Payroll
Finance
Spares Request
Baswaraj
Nageshwar Rao
Payroll
Ramarao
SM Basha
All Operations
SM Basha
Mr. Arvind
Case Management
Warranty Management
Campaign Management
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Mr. Arvind
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Dilip
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Navin
Mr. Dilip
Mr. Ashok
Mr. Ashok
Mr. Ashok
Mr. Ashok
Mr. Ashok
Mr. Ashok
Mr. Dilip
Mr. Phaninder
Mr. Dilip
Mr. Ashok
Mr. Arvind
Mr. Upadhyay
Mr. Upadhyay
Mr. Upadhyay
Mr. Upadhyay
Ms. Hema
Ms. Hema
Ms. Hema
Ms. Hema
Purchase Order
Sales Enquiry
Sales Quotes
Sales Order
Sales
Sales Invoice
Stores
Sales Shipment
Goods Receipt Note
(GRN)
Finance
All Operations
Electrical Lines
Sales Enquiry
Sales
Sales Quotes
Sales Order
Sales Invoice
115 | P a g e
ERP Consulting
Stores
Sales Shipment
Goods Receipt Note
(GRN)
Sales Return
Stock Adjustment
Finance
All Operations
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Madhu G
Mr. Arvind
Gopi
Ms. Hema
Uresh
Item Master - FG
Gopal
Ms. Hema
Uresh
Price Master
Aditi
Ms. Hema
Ms. Preeti
Master
Karan
Ms. Hema
Bhavana
Party Master Customer
Shipa
Ms. Preeti
Ms. Deepa
Machine Master
Rajesh
Aruna
Sanjeev
Other Masters
Item Site Planning
R&D
116 | P a g e
Arvind Srimal
Karan
Ms. Hema
Bindu
Aruna
BVP
Saikrishna
Aruna
BVP
Bhavana
Karan
Karan
YVSR
Routing Creation
Purchase - Import
Madhavi
Creation of PO
Ms. Hema
ERP Consulting
Stores
Job Receipt
Job Issue
Stock Adjustment
Auto Purchase
Requistion approval
Bhavana
Karan
Karan
Security
Uresh
Gopi
Uresh
Gopi
Uresh
Madhu
Sanjeev
Madhu
Madhu
BVP
Bhavana
Karan
Ms. Hema
Aditi
Reddy
Madhu Bhargav
Jai Gopal
Kartik
Gopi
Kartik
Jai Gopal
Kartik
Madhu
Jai Gopal
Madhu
Ms. Hema
BVP
Madhu
Ms. Hema
BVP
Madhu
Madhu
Gopi
Job Order
Jai Gopal
Gopi
Production
Madhu Bhargav
Reddy
Madhu
Reddy
Material Request - Over
issue
Gopi
Madhu
Kartik
Quality
117 | P a g e
Tarak
Rajesh Sevak
Sanjeev
BVP
Aruna
ERP Consulting
Quality in Production
(Inline QC)
Tarak
Sanjeev
BVP
Sanjeev
BVP
Srinivas Raju
BVP
Ms. Hema
Madhu
Aditi
Rajesh Sevak
Quality FG (Endline QC)
Tarak
Rajesh Sevak
Santosh
Vijay
Dispatch
Archana
Sales Invoice
Santosh
Srinivas Raju
Vijay
BVP
Madhu
Ms. Hema
Aditi
Archana
Anil
Aruna
BVP
Arvind Srimal
Aruna
BVP
Arvind Srimal
Saidulu
Sales return
Anil
Saidulu
Payroll
Payroll
Breakdown requests
Srinivas Raju
K S Naik
Reddy
BVP
Ms. Hema
Arvind Srimal
Preventive
Maintenance
Reddy
BVP
Ms. Hema
Arvind Srimal
Maintenance
Predictive Maintenance
Reddy
BVP
Ms. Hema
Arvind Srimal
Spares Request
Reddy
Madhu
118 | P a g e
BVP
Ms. Hema
Arvind Srimal
ERP Consulting
Companies
ELECLINES
FALED
FAWAC
VPLINES
Management
Grand Total
Core Users
7
15
11
3
0
36
CRM Users
Back Office
Sales Team (MWP +
DWS)
Total
Core Users
4
119 | P a g e
10
14
View &
Approve Users
2
6
0
1
3
12
Grand
Total
9
21
11
4
3
48
ERP Consulting
7. Deployment Plan
7.1. Project Schedule
The standard Project Schedule for phase - I implementation is depicted in Table below.
Table 21: Project Schedule - Phase 1
Activities/Week
Project Initiation
COA Finalization & Signoff
Item Codification & Signoff
Data Collection and Masters
Data Upload and Verification
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
Note: Project plan suggested above is the standards plan. Project timeline can be further extended depends on number of companies are
involved in implementation of ERP package. If all four companies of FortuneArt group are going for ERP implementation then project time can be
extended for data collections, verification and upload, user trainings and manufacturing configuration. Actual project timeline will be decided
only at time of project initiation and after discussion with implementation team.
120 | P a g e
ERP Consulting
Activity
Transition Checklist
Week 9 End
Week 9 Beginning
Parallel Transactions
Adjustment Period
Go Live Modules
User Activated
TBD
Adoption Dasboard
Template.xlsx
Daily
Communication Plan
Purchase Order, GIN, GRN, Purchase Voucher, Payment Voucher, Sales Invoice etc.
Note: Blackout start and end period will be different for each company.
Table 23: Phase 1 Implementation for FALED and FAWAC
Module
CRM
Manufacturing
121 | P a g e
Sub Module
Lead, Client, Case and DWS
Sales
Remark
ERP Consulting
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Finance & Accounting
Procurement
Inventory
Planning
Engineering
Production
Quality
Import/Export
Accounts Payable/Receivables/Budget/Fixed
Assets
Table 24: Phase - 2 Implementation for FALED and FAWAC
Module
Manufacturing
Manufacturing
Manufacturing
Manufacturing
Sub Module
Plant Maintenance
Helpdesk (Customer Complain Management)
Web Cabinet
Budgeting
Remark
Module
CRM
Manufacturing
Manufacturing
Manufacturing
Sub Module
Lead, Case, Field Force
Sales
Procurement
Inventory
Remark
Note:
Less time would be required for stabilization after the implementation as process and standards are defined with client. Only the
stabilization & adoption of phases in parallel with other module implementations needs to be ensured.
122 | P a g e
ERP Consulting
It has to be ensured that the users are able to pick up the system well and the system does not fall into deep backdated entries to meet
project timelines.
The change champion team will be available to monitor the update, changes closely with iON team during and post implementation to
enable a successful roll out of the product.
Adoption needs to be monitored on a regular basis and the same is to be presented to the higher management for speedy
implementation.
SPOC to ensure the availability of stakeholders and user for training and meetings.
Weekly review to be scheduled with the SPOC and the management for status of the implementation.
Detailed implementation plan to be chalked out and sent to the management and SPOC for review, once the implementation starts.
In order to implement the ERP, FortuneArt Wires and Cables Pvt. Ltd., Electrical Lines and Vimal Power Lines might have to undergo
business transformation and it might create an uncertainty with respect to roles, responsibilities and timeline. To avoid any issue, a
structured change management program would be introduced which would be followed through the engagement cycle.
a. Communication plan and change champion
In order to instill the necessity and benefits of implementing an ERP within the working staff, a proper communication plan would be
developed and a change champion would be identified both of which together would be able to convince the working staff regarding the
importance of their new roles and its impact over the performance of the entire organization. This, in turn, would enhance the acceptability
of ERP in the organization and lead to a smooth transition.
As part of this activity, once the implementation start date is finalized, a detailed communication plan will be circulated to all the relevant
stakeholders in the organization on the activity, when its happening, whats expected from everyone, how it will be done and through
whom it will be done will be notified. Also a checklist will be given to monitor the blackout period i.e. transition period for closing in the
legacy system and loading the balance in the ERP. During the blackout period, activities to be monitored will be available in a checklist. There
is a template to monitor the post go live performance and adoption of ERP for the management to strategize the decisions.
123 | P a g e
ERP Consulting
Parameters
Person Affected
Kick off
COA Finalization
Signoff
Message
Type
Item Codification & Ms. Basha, Ms. Hema, Blocking his Ms. Hema,
Signoff
Mr. Upadhyay, Mr. time
Basha
Navin
Data Collection
Master Creation
124 | P a g e
Additional
Effort
required
Ms. Hema,
Basha
ERP Consulting
Parameters
Person Affected
Message
Type
Data
Upload
Verification
User
configuration 1) TCS iON
based on RACI
configuration)
2) Admin
Mfg.
and
Configuration
125 | P a g e
Additional
Effort
required
Ms. Hema,
Basha
Ms. Hema,
Basha
the
this
be
you
ERP Consulting
Parameters
Person Affected
Message
Type
Opening
Upload
Mr. Personalized
Training
Mr. Personalized
Training
Go Live
Ms. Hema,
Basha
Ms. Hema,
Basha
Mr. Consultation
Mentor
Ms. Hema,
Basha
Mr. Consultation
Mentor
126 | P a g e