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.