ERP LX Introduction

Ephesians
ERP LX Introduction
Enterprise R
esour
ce Planning (ERP)
Resour
esource
Financial
Integration
Information
Repository
Manufacturing
Processes Core
Strategic
Planning
Information
Repository
Business Planning
Accounts
Receivable
Processing
Planning
Bills
Sales Planning
Item
Master
Order
Management
Forecasting
Management
Production Planning
Bill of
Resources
Operations
Management
Planning
Configurable
Ledger
Master
Production
Scheduling
Rough Cut
Capacity
Planning
Material
Requirements
Planning
Capacity
Requirements
Planning
Inventory
Management
Bills of
Materials
Departments
Operation
Execution
and Control
Finite
Forward
Scheduling
Work
Centers
Routings
Accounts
Payable
Processing
Purchasing
Management
Production
Activity
Control
Cost
Standards
Cost
Accounting
Actual
Costs
Performance Measurement
Unbeaten Path
®
Intro.11
© 2007 Unbeaten Path International Ltd.
Ephesians
Configurable Ledger
Configurable Ledger P
osting Cycle
Posting
Transaction Type &
Reason Code
Drive Event /
Model Selection
– ITH –
Transaction
History
INV130 … Lot Master Maintenance
INV500 … Inventory Transactions
INV510 … Mass Location Transfers
INV515 … Cycle Count Post
INV650 … Post Physical Inventory
PUR550 … Purchase Receipts
ACP500 … Invoice Entry
JIT620 … Production Receipt
– INV920 –
Post Inventory
to General Ledger
ORD570 … Pick Confirm
CST100 … Cost Maintenance
DRP550 … Resupply Order Receipt
ACP500 … Invoice Entry
Journal Entry Post
via Advanced
Transaction Processing
ACP525 … Recurring Payables Post
ACP650 … Make Payments
ACP700 … Manual Payment / Void
BIL500 … Invoice Release
ACR500 … Cash & Memo Posting
CST910 … Labor Tickets
– GHH –
– GLH –
Journal
Header
Journal
Detail
E
V
E
N
T
P
R
O
C
E
S
S
I
N
G
On-Line Journal Entries
Recurring / Standing Entries
Front-End Allocations
Allocation Setup for Back-End Allocations
– GSB/GCR –
Manual Journal
Post via Event
Processing
General
Ledger
Master
Unbeaten Path
®
CLD.13
© 2007 Unbeaten Path International Ltd.
Galatians
Purchasing Management
Scheduled Pur
ders / ERP LX Integration
Purchase
Orders
chase Or
ERP LX
Purchase
Orders
ERP LX
Requirements
Contract
Maintenance
Split
Rule
Maintenance
ERP LX
MRP
Explosion
Contracts
Split
Rules
ERP LX
Planned
Orders
ERP LX
Inventory
Release
(Manual
or Auto)
ERP LX
Purchase
Orders
ERP LX
Schedule
Print
ERP LX
Reports and
Inquiries
ERP LX
Reports
Schedule
ERP LX
Inquiries
Unbeaten Path
®
© 2007 Unbeaten Path International Ltd.
PUR.22
Ephesians
Order Management
Or
der Classes
Order
Order Classes
Class 001 Events
Class 002 Events
Class 003 Events
Class 004 Events
(Default)
Order Entry
Order Entry
RMA Entry
Order Entry
Pick Confirmation
Pick Confirmation
Order Entry
Pick Release
Invoicing
Ship Confirmation
Invoicing
Pick Confirmation
Invoicing
Class 005 Events
(Standard)
Order Entry
Class 006 Events
Quote Entry
Invoicing
Class 007 Events
Class 008 Events
Order Entry
Order Entry
Pick Release
Invoicing
Invoicing
Pick Confirmation
(“Post-Ship Billing”)
(Credit / Debit Memos)
Ship Confirmation
Invoicing
Function
Order classes determine the sequence and selection of work flow events used in
processing a customer’s order. Various standard printable forms can be attached to
each order class. These may be printed immediately or saved for later printing.
Unbeaten Path
®
ORD.9
© 2007 Unbeaten Path International Ltd.
Ephesians
Order Management
Or
der Management F
eatur
es
Order
Featur
eatures
Order Processing
∇ Configurable work flow events
∇ Order entry, quotes and RMAs all in one program
∇ On-line order entry and maintenance
∇ Full screen entry of line items
∇ Order quantity may be entered in selling or stocking unit of measure
∇ Open order inquiry by:
◊
◊
◊
◊
◊
◊
◊
◊
◊
Customer name or number
Warehouse
Salesperson
Item number or description
Request date
Order number
Customer purchase order
CSR profile
Cancellation reason code
∇ Alpha keyword search for customer number
∇ Ship-to inquiry
∇ Customer quotations
◊ Entry, maintenance, copy to order
∇ Order copy
∇ Note capability
◊
◊
◊
◊
Customer
Order / quote header
Order / quote line
Transportation
∇ On-line review and release of orders on credit hold, margin hold or user hold
∇ Multiple ship-to locations per bill-to address
Unbeaten Path
®
ORD.23
© 2007 Unbeaten Path International Ltd.
Ephesians
Distribution Resource Planning
Distribution R
esour
Resour
esource
ce Planning
Key Processing Activities — DRP Product:
∇ DRP Generation ............................................................ DRP500
∇ Planned Order Maintenance ....................................... DRP510
∇ Release Planned Orders ............................................... DRP540
∇ Resupply Order Receipt ............................................... DRP550
Key Processing Activities — Order Management Product:
∇ Pick Slip Release .......................................................... ORD550
∇ Pick / Ship Confirm ..................................................... ORD570
Reports and Listings:
∇ Distribution Relationship List ..................................... DRP110
∇ Item / Facility Planning List ......................................... DRP145
∇ Shipping Calendar List ................................................. DRP160
∇ DRP Summary Projections ........................................... DRP230
∇ DRP Report by Facility .................................................. DRP240
∇ Transportation Planning .............................................. DRP250
∇ Open Resupply Orders by RO Number ....................... DRP260
∇ Open Resupply Orders by Item and Receipt Date ...... DRP270
Inquiries:
∇ DRP Inquiry................................................................... DRP300
∇ Available to Promise Inquiry ....................................... DRP310
Unbeaten Path
®
DRP.11
© 2007 Unbeaten Path International Ltd.