Download presentation
Presentation is loading. Please wait.
1
SYSPRO Business Model Flows
2
Order To Cash
3
Order To Manufacturing
Order to Cash Marketing Process Sales Process Quote Process Credit Checking Verify Inputs Review Shortages Plan the job Release to Purchasing Confirm Job Review Requirements Make vs Buy Issue RFQ Select Supplier Eval Incoming Materials Material Disposition Release Orders Create Picking Tickets Pack Generate Shipping Docs Ship /Fax Invoice Create Work Instructions Kit Materials Set-Up Equipment Mfg per Router Capture Labor WIP Inspection Receive to Finished Goods Receive Payments Resolve Disputes Sales / Marketing Review Order Create Documentation Order Acknowledgement Mfg Notification Order Receipt Order To Manufacturing Material Review Build Product Ship Product Bill Customer Collect Money Supporting Programs CRM Sales Orders Quotations Credit Card Processing Office Automation Request For Quote Approved Vendors List MRP Purchase Order/Blanket Return To Vendor Scheduling Work In Process Shop Clock Shipping Accounts Receivable Collections Customer Complaints Returned Merchandise Quality Document Control
4
Procure To Pay
5
Identify & Qualify Vendors Receive & Process Invoices
Procure To Pay Identify & Qualify Vendors Order Goods & Services Receive & Process Invoices Require Materials Select Vendor Receive Goods Pay Supplier Monitor Performance Requirement Generated from MRP Independent Demand Supply Reqns Check Availability Submit RFQ Evaluate Bids Negotiate Terms Approve Vendor Alternate Vendor Create & Route Reqn Approve Requisitions Create P.O Receive Goods Generate Rcvr –GRN Inspect RTV Quality Non-Conformance Receipt to job or stock Receive Invoice Register Invoice Match to GRN Approve Release for Pay Schedule for Pay Generate Check Run Electronic Funds Transfer Vendor Delivery Performance Quality Conformance Supporting Programs MRP Requisition System Quality Non-Conformance Request For Quote Purchase Order/Blanket Accounts Payable Supplier Auditing Inspection Electronic Funds Transfer Approved Vendor List Return To Vendor Analyze Performance In the wake of Sarbanes Oxley Act, the need for stronger internal financial controls has grown, particularly the need for stricter purchase to pay (also known as procure to pay) processes.
6
Business Models Assemble To Order Make To Stock Distribute To Order
Engineer To Order Make To Order Configure To Order
7
Industries Equipment Manufacturing Industrial and Commercial Machinery
Plastic Injection Molding & Extrusion Metal/Plastic Cut-shape Primary/Fabricated Metals Automotive/Aftermarket Parts Electronics Furniture Consumer Packaged Goods Chemicals Wood & Paper Products Medical Devices & Instrumentation Pharmaceuticals Aerospace Electronics
8
Make To Order Process Lead Record Prospect Contact Details
First Point Of Contact Record Prospect Contact Details Qualify & Record Need Establish Second Contact Date Follow Up Close Lead Create Sales Order Create Work Order (unconfirmed) Planning Factory Planning Scheduling Issue Materials to Job Post Labor to Job Receive Finished Goods to Inventory REVIEW Work Orders OPTIMIZE Shop Schedule Determine Material Shortages Calculate Material Requirements Create Purchase Order Receive Goods Submit P.O. on Short Items Pick Parts Ship Order Invoice Order Receive Customer Payment Process Customer Returns (Optional) Process Return to Vendor (Optional)
9
Make To Stock Create Forecast Enter Sales Order Create Work Orders
Demo Optimize Prod. Schedule Scheduling Create Forecast Enter Sales Order Set Min/Max Safety Stock Levels Create Work Orders Run Material Requirement Calculation Review Suggested Actions Print Check Register Print Check Process Invoices to Pay Select Invoices to Pay Run Invoices Due Report Receive & Enter Vendor Invoice Create Jobs Create P.O.’s Change Jobs Change P.O.’s Receive P.O. Inspect Materials B2B Print Router Issue Material Post Labor Pick Inventory Ship Orders Invoice Orders Receive Payment Finish Job Take Action Review Schedule Run Back Order Release Create Goods (GRN) JOB’s P.O.’s Cancel Jobs Run Selected Invoices Report Manual EDI B2C Cancel P.O.’S
10
Engineer To Order Win Bid Convert Estimate: Convert Estimate
Record Receipt of Customer Spec/RFQ Estimate Materials & Operations Required Print, Fax, Quote Win Bid Convert Estimate: Sales Order Purchase Order Work Order/Job Convert Estimate Print Purchase Order Receive Goods & Issue Ship Order Invoice Order Receive Payment Complete Job(s) Print Shop Router - Factory Documentation Issue (Release) Materials Post Labor Time Schedule
11
Assemble To Order CRM First Point Of Contact
Record Prospect Contact Details Qualify & Record Need Establish Second Contact Date Send Marketing Collateral Re-Contact Close Lead Create Sales Order (OPTIONAL)Update CRM Run Back Order Report Make Items Only Receive Finished Goods To Inventory Run Back Order Release Relieve Inventory of Components Pick Parts Ship Order Invoice Order Receive Customer Payment (OPTIONAL) Update CRM
12
Configure To Order CRM Record Prospect Contact Details
Qualify & Record Need Establish Second Contact Date Send Marketing Collateral Create Sales Order Ship Item Create Work Order Select “Configured” Item Print Router Invoice Order System Prompted Question Scheduling Issue Material Receive Payment Select & Record Customer Options Post Labor System Generated Non-Stock Part Finish Job Update CRM System Update CRM System
13
Distribute To Order OR Prospect Follow-Up First Point Of Contact
Record Prospect Contact Details Qualify & Record Need Establish Second Contact Date Send Marketing Collateral Create Sales Order Process Lead Inventory Query Pack-n-Ship Invoice Order Receive Customer Payment Customer Query Auto Inventory Check Credit Check FAIL Credit Check PASS Credit Check Inventory Available Pass Credit Order Placed in Suspense NOT Available Recommend Alternate Part Create Purchase Order Receive Goods RUN MRP OR Print Invoice Run Pick List Pick Parts Run Back Order Fill Report
Similar presentations
