ERP HR

Organization and Calendar Unit Set Up

Leave and Payroll calendar set up

* Detailed with public holidays and other definitions
* Allowing inactivation or activation
* Facility to specify holidays flexibly

Normal and customized Time table set up

* Specification of half a day working etc., in weekly off
* Facility to provide information on work and break timings

Entity or Department Set up

Mapping cost center to Entity / Department

Masters

Scale

* Facilitates to activate and inactivate the scale for usage

Defining Scale values

* Lower, increment, upper and midpoint values for the scale with rated frequency

Grade

* Grouping of Employees
* Allowing inactivation or activation of the grade
* Map a scale to the grade

Grade and Work Location based salary structure specification

* Pay element values for the grade and work location combination and their periodicity and variability at employee level

User Definable Quick codes

* Specific preset values for certain process variables facilitating easier usage of these values

Job Definition

* Specify attributes including description, level, family, classification and grades
* Inactivation and Activation of the job
* Terms and Conditions of the job


Position definition with a default Job and Department combination

Employee Separation

Capture details including date of separation initiation, initiator, last available date, employee reason and employer reason for separation and eligible for re-hire

Exit interview details

Employee Self Service

* Application for leave, attendance and time booking
* Pay slip printing through employee self service
* Facility to authorize or reject application made for leave, attendance or time booking

Leave

Leave Type Set up

* Specifying the attributes of the leave like payable, entitle units - minimum and maximum
* Providing different types of leave entitlements at employee or grade level and Leave carry over of one leave type as another and carry over leaves on a predefined ratio

Leave application - apply, cancel, reject and authorization of leave

Leave Encashment

Time Management

Attendance Booking

Loans and Advances

* Maintaining loans masters specifying interest rate, minimum and maximum installments etc.,
* Eligibility rules for the loans and advances master and documents required for the loans or advances
* Application, Authorization and sanctioning of the loans or advances
* Automatic calculation of interest and installments due for the loans or advances
* Loan or advance repayment schedule and facility to amend the installment amounts


Payroll Definition

* Pay element definitions with classification of the same as earnings, deductions etc.,
* Provide account codes to be used when making financial postings from HRMS
* Specify dependent pay elements where one pay element value is dependent on another pay element


Pay Set

* Mapping pay elements and pay set where the attributes of the pay elements in the pay set are defined like

* Recurrence
* Taxability
* Projection for Taxability
* Processing Frequency
* Loss of Pay

* Mapping employees to pay set
* Set Exceptional Values

* Exceptional values of pay elements with respect to employees
* Exceptional values of pay elements as such

* Financial posting of salary accounting and salary payments

Payroll Processing

* Process payroll
* Authorize payroll
* View processed payroll details
* View employee wise payroll details
* Scheduled payroll processing
* Account for Salary Expense
* Salary payment and authorization with hold and resume options

Employee Taxation - India

* Provision to Capture various deduction details like 80C, 80CCC, 80D, 80DD, 80E and 80U
* Providing House Rent Details

* Automatically picking HRA element for tax computations
* Specifying the city of residence and the rental details

* Information on Other Income

* Information on various other sources of income that are considered for tax deduction

* Previous employment Details

* Income earned, tax deducted and other details related to the previous employer

* Automatically picking PF contribution for tax computation
* PF statutory Report

ERP (Service Management)

ERP (Purchase & Subcontracting)

Purchase & Subcontracting

# Purchase Request with Normal and Express Mode
# Manual or auto numbering of documents based on request type.
# Multiple items in a single request.
# Attaching price list to a line item.
# User can specify issue list or receipt list for subcontract request.
# If the Purchase / Subcontract request is created through MRP run – Authorized requests can be viewed.
# Subcontract BOM is mandatory in case of Subcontract request.

RFQ / Quotation

Request for Quotation

* RFQ – Against Purchase / Subcontract request.
* RFQ – Auto numbering for both purchase or subcontracting.
* RFQ can be sent to any number of suppliers.
* RFQ has Closing date before which suppliers should send the feedback as Purchase quotation.
* Variance analysis between budgets of different financial periods.

Quotation

* Quotation sent by suppliers against RFQ or without reference are recorded through this activity.
* Quotation interface is common to both Purchase / Subcontract.
* Terms and Conditions are captured through Taxes, Charges and Discounts at document or line level.
* MIS report on quotation gives rate comparison and used to place an order.

Purchase Order


* Record purchase orders from one time / regular suppliers.
* Additional details of PO through terms and conditions.
* Multiple items in a single order.
* Item rate defaulting from supplier / item administration / price list and receipt tolerance at item level.
* Multiple TCD codes – document / item level.
* Centralized Purchase Order and decentralized receipts.
* Lot / Serial no. tracking.
* Excise, VAT, sales tax computation in purchase order.
* TCD handling based on “No Posting” and “Expense / Asset / Liability” posting rules.
* Purchase order document across warehouses.
* Handling purchase lead-time,

Blanket PO / Drop ship PO

Blanket purchase order

* Blanket purchase order.
o Rate based
o Quantity based
o Rate & Quantity based

* Handling release slip.
* Multiple TCD codes handling in Blanket PO.
* Additional remarks through additional information.

Drop ship Purchase Order

* Drop ship Purchase Order against a Drop ship Sale Order. Sale order can results into multiple Drop ship Purchase orders based on number of suppliers involved.
* It is possible to map TCD codes at document / item level

Subcontracting

* Sophisticated and flexible BOM definition – Subcontract request.
* Multiple Bill of Materials for an item.
* Subcontract ordering based on Requests, Bill of Materials and also for adhoc needs.
* Flexible pricing based on pricelist / item based / supplier based rates.
* Multiple TCD Codes – document / item level.
* Excise, VAT, service tax, sales tax compliance.
* Partial receipts and issues for subcontract orders.
* Modification of material issue / receipt list at order level.
* Provision to include for scrap wastage.
* Reconciliation of material consumed by subcontractor vis-à-vis the issued materials.

ERP (CRM)

Event Management

Classification of events
Event planning
Prioritization of events
Association to sales teams

Leads Maintenance

Maintain Leads

* Lead Contact.
o Industry type
o Turnover
o Geographical segment

* Lead Source
o Lead type
o Lead rating
o Lead source information
o Leads interests & feedback

* Assess Lead
o Lead qualifier

* Convert Lead
o Converting lead into an account and opportunity.

Lead – Account Conversion

Assessment of leads
Conversion of leads

Account and Contact Management

Maintain Accounts

Account types, industry, turn over, market potential, sales person

Current Setup

* Problems faced
* Pain areas
* Expectations

Maintain key contacts

Opportunity Creation and Assessment

* Manage Opportunity

o Lead information, lead requirements, leads interests.
o Sales stage (current status of the opportunity).
o Competitors in race.
o Expected order date.
o Estimated revenue model & value.

Sales person Task Reporting

Maintain sales task

* Creation of task plan.
* Planned task authorization.
* Task booking against planned tasks.
* Task booking against lead, opportunity or account.
* Task booking authorization by supervisor.
* Supervisor remarks on the task performed.
* Execute sales administrative duties.

Inquiry Tracking

Mode of enquiry capture
Details of enquiry capture
Association to sales teams

Maintain Sales Order

Order acknowledgement
Delivery date commitment
Reference to quotation
Revenue allocation to cost center

Maintain Packslip

Shipment of goods from project zone
Capture of lot/serial numbers

Maintain Customer Order Invoice

Provision to modify price
Payment terms capture
Multiple invoices against single order

Maintain Customer Receipt

Receipt at bank/cash
Adjustment with Invoice
Bank charges accounting

ERP (Cost Planning & Control)

Cost Budget


* Cost budget for each financial period.
* Cost budget for each cost center.
* Cost budget for each account code.
* Comparison of budgets of different periods.
* Variance analysis based on actual amount Vs budgeted amount.
* Variance analysis between budgets of different financial periods.

Cost Setup

Cost Center

* Detailed and Group Cost Center.
* Effective dates can be provided.
* Cost center structure can be maintained.

Cost Element

* Activity Based cost element and normal cost element.
* Ledger asset, income and expenditure codes can be created as cost element.
* Ledger code itself can be created as cost element
* Effective dates can be provided.
* Same cost element can be mapped to multiple cost centers.

Cost Rollup

DP Roll up gives users a facility to compute the cost of item that is either manufactured or subcontracted.

* Purchased and subcontracted item can be rolled up.
* Errors on rollup can be verified and rectified.
* Basis of rollup can be maximum, minimum or average.
* Tolerance can be defined for additional cost burden.
* Cost burden can be applied and updated in the inventory.