2004Prepared by: Celeste Ng, YZU ERP Modules Dr Celeste Ng 吳思佩

2004Prepared by: Celeste Ng, YZU Source: Lawrence F. B., Jennings D. F., Reynolds B. E ERP in Distribution. Thomson, South-Western: Mason, Ohio; pp. 347.

2004Prepared by: Celeste Ng, YZU ERP modules (from the Distribution Perspective) Sales order processing –Customer info., billing instruction, order processing options, different order types, quoting, shipping, invoicing Distribution system planning Warehouse operations General ledger and financials –including human resources Executive information system –Generate report on company’s success in reaching its goals

2004Prepared by: Celeste Ng, YZU The structure/flow in this textbook Sales order processing – Chapter 7: Automating sales and marketing Chapter 7: Automating sales and marketing Distribution system planning – Chapter 8: Replenishment Chapter 8: Replenishment Warehouse operations –Chapter 9: Operations ManagementChapter 9: Operations Management General ledger and financials Executive information system –Chapter 10Chapter 10

2004Prepared by: Celeste Ng, YZU Sales n Marketing or CRM tools Contact management –Customer interaction, request, opportunities, follow-up (for future reference) Sales order processing –lost sales and backorder tracking, sales force data entry, customer data entry Customer pricing and billing Quoting Technical data (product spec.) Catalog Call center Data warehousing Back

2004Prepared by: Celeste Ng, YZU Back Forecasting –Customer demand, reorder point Lead-time tracking –To forecast supplier’s performance Setting reorder point –Calculate/select fill rate –Select an approach (guess, educated guess, supplier, ERP system) –f (safety stock, demand during supplier’s lead time, supplier lead time variability, forecast error) Buying decisions (coordinated replenishment) Inventory classification –Based on gross margin ROI, sales volume, or hits Automating purchase order Aggregate planning –Needs and placement of resources Replenishment

2004Prepared by: Celeste Ng, YZU Back Inventory tracking ABC layout Automating part identification Pick slip Cycle counts MRP and work order processing Operations Management

2004Prepared by: Celeste Ng, YZU Back Set strategic goals (based on supply chain goals) Connecting strategic objectives to financial measures Connecting financial measures to tactical objectives Connecting tactical objectives to operational metrics Aggregate measures for executive decision making Information sharing Executive Information Systems

2004Prepared by: Celeste Ng, YZU Source: Norris G., Hurley J. R., Hartley K. M., Dunleavy J. R., Balls J. D E-Business and ERP: Transforming the Enterprise. John Wiley & Sons: New York; pp. 194.

2004Prepared by: Celeste Ng, YZU ERP modules Finance Manufacturing Logistics Sales and marketing Human resources

2004Prepared by: Celeste Ng, YZU ERP module – Finance (1) Reduce the cost of financial record keeping Provides improved information for analysis and a seamless reconciliation from the general ledger to subledgers Data is updated in real time

2004Prepared by: Celeste Ng, YZU ERP module – Finance (2) A basis for linking operational results and the financial measures Provide decision support to –Corporate leadership –Create strategic performance measures –Engage in strategic cost management

2004Prepared by: Celeste Ng, YZU ERP module – Manufacturing (1) Provides a consistent set of product names in a central product registry A consistent way of looking at customers and vendors Integration of sales and production information A way to calculate availability of product for sales, distribution, and material management

2004Prepared by: Celeste Ng, YZU ERP module – Manufacturing (2) Enables better order-to-production planning by linking sales and distribution to material management, production planning, and financials in real-time Real-time visibility of customer orders and customer demand Modeling of anticipated orders Identify sales opportunities based on past performance information Stock can adjusted nearly instantly Detailed manufacturing resource planning can be performed daily

2004Prepared by: Celeste Ng, YZU ERP module – Logistics Integrates distribution with manufacturing, sales, and financial reporting –Enhance reporting of future performance indicators and past performance measures Supports the distribution environment necessary to met customer demands

2004Prepared by: Celeste Ng, YZU ERP module – Sales and Marketing Perform profitability analysis, showing profits and contribution margins by market segment Design sophisticated pricing procedures that include numerous prices, discounts, rebates, and tax considerations Project much more accurate delivery dates for orders

2004Prepared by: Celeste Ng, YZU ERP module – Human resources (1) Supports human resource planning, development, and compensation areas Provides an integrated database of personnel Maintains salary and benefits structures Supports planning and recruiting Keeps track of reimbursable travel and living expenses

2004Prepared by: Celeste Ng, YZU ERP module – Human resources (2) Does payroll accounting Records individual qualifications and requirements used for –Resource planning –Enhances career and succession planning –Coordination of training programs

2004Prepared by: Celeste Ng, YZU Source: Olson D. L Managerial Issues of Enterprise Resource Planning Systems. Mc-Graw Hill: Boston; pp. 180.

2004Prepared by: Celeste Ng, YZU ERP Supported Functions (SAP) FinancialHum ResOps & LogSales & M Accts receivableTime accounting InventoryOrders Asset accountPayrollMRPPricing Cash forecastPersonnel planPlant MtceSales Mgt Cost accountingTravel expenseProd planningSales plan Exec Info SysProject Mgmt Financial consolPurchasing General ledgerQuality Mgmt Profit analysisShipping Standard costing Vendor eval