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Enterprise Resource Planning. SARA Infotech Pvt. Ltd. Bombay, India. Highlights in SARA ERP. Only authorized persons can view/update a particular transaction Financial limits for authorized persons to approve transactions like Purchase Order, Sales Order, Invoices

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SARA Infotech Pvt. Ltd. Bombay, India.


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    1. Enterprise Resource Planning SARA Infotech Pvt. Ltd.Bombay, India. SARAERP - SARAINFOTECH LTD.

    2. Highlights in SARA ERP • Only authorized persons can view/update a particular transaction • Financial limits for authorized persons to approve transactions like Purchase Order, Sales Order, Invoices • Purchase Order can be made against Purchase Requisitions • Credit limits for customer SARAERP - SARAINFOTECH LTD.

    3. Highlights in SARA ERP contd. • Limits for cash purchase can be fixed • GRN can be made for ordered quantity only • Computer calculates Purchase bills as per accepted quantity in GRN and rate as per PO • Duplicate bill can not be entered in to the system SARAERP - SARAINFOTECH LTD.

    4. Highlights in SARA ERP contd. • Payments more than due can not be made • Computer selects material as per customer specifications • Employee expense budget VS actual • Employees can not be paid more than their budget expense head wise • Expense analysis e.g. Car expenses can be analyses in to Petrol, toll repair SARAERP - SARAINFOTECH LTD.

    5. Highlights in SARA ERP contd. • Sales Realization available Invoice wise • On-line view of stock in Primary Store, General Store, Spares Surplus items, Obsolete items • On line view of Customer/Item, Vendor/Item, Sales Statistics SARAERP - SARAINFOTECH LTD.

    6. PRODUCTION, PURCHASE,STORES, A/C PAYABLE Displays Last Vendor Rate,Pending PO, Stock Total estimated value PENDING SALES ORDER/ FORECAST STORE INDENT Automatically creates Purchase Requisition for Indents, Displays Pending PO PURCHASE REQUISITION MASTER SALES SCHEDULE Checks limits of the Approving authority PURCHASE ORDER MASTER PRODUCTION SCHEDULE Displays Pending orders, Updates Pending orders, GRN Pending for Bills, Update stock GOODS RECEIVED NOTE SARAERP - SARAINFOTECH LTD.

    7. PRODUCTION, PURCHASE,STORES, A/C PAYABLE contd.. Displays GRN Pending for Bills, calculate bills as per PO Rate.GRN qty. accepted Updates vendor o/s. Duplicate Bill can not be entered in the System. CAPACITY REQUIREMENT PLANNING BILL ENTRY & BILL PASSING MATERIAL REQUIREMENT PLANNING BILL PAYMENT GENERAL LEDGER DR/CR NOTE JV BANK/ CASH Displays bills due party wise/date wise.Print cheques.Updates vendor o/s and create G/L entries.Calculate Tds. TRIAL BALANCE SUPPL. ENTRY TRIAL BALANCE WITH SUPPL. ENTRY SARAERP - SARAINFOTECH LTD.

    8. SALES, INVOICING, A/C RECEIVABLE QUOTATION PRODUCTION SALES CONTRACT • Updates Pending Sales Contract, Copy specification From master SALES ORDER • Displays pallet matching the customer specification PACKING STORE PACKING REFERENCE SARAERP - SARAINFOTECH LTD.

    9. SALES, INVOICING, A/C RECEIVABLEcontd. Update Pallet wise stock BOOK CONTAINER DELIVERY ORDER Update customer o/s stock.Create G/L entry.VAT calculation SALES INVOICE Display customer outstanding, Update customer outstanding. Create G/L entries RECEIVE PAYMENT POST DATED CHEQUES SALES EXPENSE LINK WITHINVOICE GENERAL LEDGER SARAERP - SARAINFOTECH LTD.

    10. Modules of SARA ERP • Production Related Modules • Master Production Schedule • Capacity Requirement Planning • Material Requirement Planning • Shop floor control and Work in Process • Utilities Consumption and Control • Scrap Accounting and Control SARAERP - SARAINFOTECH LTD.

    11. Modules of SARA ERP Contd. • Purchase/Stores Related Modules • Purchase Management • Subcontracting • Stores and Inventory Control SARAERP - SARAINFOTECH LTD.

    12. Modules of SARA ERPcontd. • Accounts Related Modules • Accounts Receivables • Accounts Payable • General Ledger • Costing • Fixed Assets • Fixed Deposit Accounting • Foreign Exchange Buying/Selling SARAERP - SARAINFOTECH LTD.

    13. Modules of SARA ERPcontd. • Sales Related Modules • Finished Goods Production • Sales Order Processing • Dispatching and Invoicing • Distribution Resource Planning • Technical Modules • Laboratory and SQC • Plant Maintenance • Project Management SARAERP - SARAINFOTECH LTD.

    14. Modules of SARA ERPcontd. • Human Resource Management • Payroll • Human Resource Development • Customer Relationship Management • Customer’s Profile • Competitor’s Profile • Electronic Data Interface • Customer Complaints/Feed Back • After Sales Service SARAERP - SARAINFOTECH LTD.

    15. Features of Production Related Modules • Master Sales/Production Schedule • Pending Sales Orders/Expected Order • Marketing Departments Priority for Orders • Add Order Requirements • Develop Master Sales Schedule for Next few Buckets SARAERP - SARAINFOTECH LTD.

    16. Features of Production Related Modules contd. • Capacity Requirement Planning • Production Requirements from Sales Schedule • Take into account unreserved finished goods inventory and safety stock • M/C Requirements for Sales Schedule • Compare M/C Requirements with capacity of M/C • Calculate Overloading/Under loading SARAERP - SARAINFOTECH LTD.

    17. Features of Production Related Modules contd. • Capacity Requirement Planning • In case of Under Loading provide a list of Pending Sales Orders for next 2-3 months • In case of overloading Marketing Department Changes, Priority for Pending Orders • Resolve the conflict of overloading/Under Loading • Prepare Master Production Schedule firm for next month and tentative for two more months SARAERP - SARAINFOTECH LTD.

    18. Features of Production Related Modulescontd. • Material Requirement Planning • Calculate Raw Material Requirement from Master Production Schedule • Calculate Inventory of Raw Material • Calculate Safety Stock of Raw Material • Calculate Net Raw Material Requirements RM as per MPS - Inventory + safety Stock SARAERP - SARAINFOTECH LTD.

    19. Features of Production Related Modulescontd. • Material Requirement Planning • Calculate Pending Orders for Raw Materials • Calculate Raw Material Requirement after Pending Orders • Calculate Pending Indents for Raw Materials • Calculate Raw Material Requirement after Pending Indents • Generate Indents for Raw Materials SARAERP - SARAINFOTECH LTD.

    20. Features of Production Related Modulescontd. • Shop Floor Production and Concepts • Production/Reading, waste generation taking into accounts operation/norms • M/C Stoppages • Packed Production • Waste/scrap sent to stores • Physical stock at the end of month • Reconcile Raw material consumption • Efficiency of M/C SARAERP - SARAINFOTECH LTD.

    21. Features of Production Related Modulescontd. • Utilities Consumption and Control • Norms of Consumption for Utilities • Reading Points • Readings • Actual Consumption of Utilities • Consumption of Utilities as per norms • Compare Actual Consumption with Norms SARAERP - SARAINFOTECH LTD.

    22. Features of Accounting Modules • Multi Currency • Cash/Bank Voucher, Sales Invoices, Purchase Bills, JV, Dr/Cr Notes • Day Books, Ledgers,Trial Balance,P&L,BS • Post Dated Cheques • Sales Expenses,Purchase Expenses • Net Contribution SARAERP - SARAINFOTECH LTD.

    23. Features of Accounting Modulescontd. • Transporter’s Bills • Net Contribution • Employee Expense Budget,Monitoring,Analysis e.g Tour,Car • GRN pending Liability • Taxation Reports e.g VAT,TDS • Aging Analysis of A/c Receivables,Payables SARAERP - SARAINFOTECH LTD.

    24. Features of Accounting Modulescontd. • Bill Discrepancy • Customer Worthiness • Project/Cost center wise Analysis • Security User wise,Transaction wise and Amount wise SARAERP - SARAINFOTECH LTD.

    25. Features of Sales,Invoicing Module • Quotation • Sales Contract • Customer Specification • Sales Order,LC • Packing Reference • Delivery Order • Sales Invoice SARAERP - SARAINFOTECH LTD.

    26. Features of Sales,Invoicing Module • Misc. Invoice • Material Return Note • Pre shipment/Post Shipment Documentation • Customer Credit Limit • Finished Goods Stock Statement • Finished Goods Aging Analysis SARAERP - SARAINFOTECH LTD.

    27. Features of Sales,Invoicing Module Cont. • Matching of Stock with Customer Specification • Sales Analysis (Country,Item,Sales Agent,Sales Man) • Sales Realization • Sales Performance • Non Moving Customers • Sales Agents Commission SARAERP - SARAINFOTECH LTD.

    28. Features of Purchase,Stores • Store Indent • Purchase Inquiry (RFQ) • Receipt of Quotation/Comparison of Quotation • Purchase Order (Last Rate,Inventory on Hand) • GRN/Inspection of goods SARAERP - SARAINFOTECH LTD.

    29. Features of Purchase,Storescontd. • Material Sent for Processing • Material issued to Shop Floor • Material issued against Indent • Material Transferred from one shop to another • Scrapping of Material SARAERP - SARAINFOTECH LTD.

    30. Features of Purchase,Storescontd. • Return of rejected Material to Suppliers • Material sent on Loan • Reservation of material • Perpetual Inventory • Physical Stock Verification • Packing/ Repackaging of Material • SNO Statement SARAERP - SARAINFOTECH LTD.

    31. Features of Purchase,Storescontd. • ABC Analysis • Stock Statement • Stock Aging • Consumption Registers • Budget VS Consumption • Price Movement • M/c Sent out for Repairing SARAERP - SARAINFOTECH LTD.

    32. Features of Plant Maintenance • Planned Maintenance • Breakdown Maintenance • Condition based maintenance (Reading of Equipments) • Lubrication • Opportunity Maintenance • Ad-hoc Maintenance (Job card/Word Order) SARAERP - SARAINFOTECH LTD.

    33. Features of Plant Maintenancecontd. • Calibration of Equipments • Mean Time between failure (MTBF) • Mean Time to repair (MTTR) • Breakdown Analysis • Spares/Consumables/Man Power consumed • History of Equipments • Maintenance Cost Budget VS Actual SARAERP - SARAINFOTECH LTD.

    34. LAB TEST and SQC • Item Attributes • Quality/Grade of Items • Customer/Suppliers/Company/ISO Standards • Certificate of Analysis • %Low,High,Normal,Best Achieved • Statistical Analysis (Mean,SD,CV) SARAERP - SARAINFOTECH LTD.

    35. HUMAN RESOURCE MANAGEMENT • Payroll • Pay slip,Professional Tax (PT),Leave,Loan,Bonus,PF,Social Security,Income tax,Overtime HRD • Recruitment and Selection • Training • Performance Appraisal (KRA) • Increments and Promotions • Disciplinary Actions • Separation SARAERP - SARAINFOTECH LTD.

    36. How to select an ERP Package • Define Objective • Appoint Task Force • Study material Available on ERP • Packages Available • Modules Required • Capabilities Required (Master,Transaction,Reports,Queries) SARAERP - SARAINFOTECH LTD.

    37. How to select an ERP Packagecontd. • Arrange Marketing Demos • Arrange full technical Demos • Visit Successful and failure sites • Enquire from Top/Middle/Operators about good/bad points • Match capabilities required Vs Available • 80% to 90% is very good fit SARAERP - SARAINFOTECH LTD.

    38. How to select an ERP Packagecontd. • Ask Questions • Who will implement-Developers/Third party • What is their Experience • Who will make changes to Database • Who will write new Reports • Who will Train • Is Trained Manpower Availability/Cost • Is Source Code Available SARAERP - SARAINFOTECH LTD.

    39. How to select an ERP Packagecontd. • Total Cost • Hardware • System Software • Communication/Cabling • Application Software (Per User/Company) • Implementation Charges • Training Charges • Man Power Cost • Annual Maintenance Charges SARAERP - SARAINFOTECH LTD.

    40. SARA ’s Team and Client’s Team SARA ’s Team Project Manager (One Week per three months) Project Consultant (Full times for 9 months) Programmers & Analyst (Full times for 9 months) SARAERP - SARAINFOTECH LTD.

    41. CLIENT’s TEAM Project Manager (preferably Non-IT) (4 Hours per Week) Project Coordinator (Full Time) Department Coordinator Department Coordinator Department Coordinator (4 Hrs/day) Operators Operators Operators SARAERP - SARAINFOTECH LTD.

    42. TIME ESTIMATES Sr.. No Time Requirement Work to bedone 1. Requirement/Gap Analysis 1 month 2. Common master files and loading of common files 1 months 3. Purchase / Stores / Accounts Payable 2 months 4. Finished Goods/Sales Order / Invoicing / A/R 1.5 months 1.5 months Plant Maintenance/SQC/Customer Complaints 5. 6. Production Modules 2 months 2 months G/L/Payroll (in parallel) 7. Total 9 months SARAERP - SARAINFOTECH LTD.

    43. WHY SARA ERP • Functionality similar to or more compared to well known International Packages • Future Taxes Can Be Handled Very Easily Without Changing Programs • Very User Friendly • Easy To Implement • Developers Are the Implementers SARAERP - SARAINFOTECH LTD.

    44. WHY SARA ERP • Implementation time and costs are much lower • On Popular Platform like Power Builder,MS-SQL Server & Window NT • Easy Availability of Trained Manpower for Implementation/Maintenance • System Software Cost Is Much Lower SARAERP - SARAINFOTECH LTD.

    45. WHY SARA ERP • Hardware Cost Is Much Lower (Its Runs On PC) • Possible To Supply A Few Modules As Per Requirement of Client • Big Reports Can Be Printed On Dot Matrix Printer in A Fast Mode • Source Code Available under Conditions • Future Enhancements/New Modules will be Available SARAERP - SARAINFOTECH LTD.