erp feature 20180102

Master
-Helper table :
item category (pc bulk, network bulk, out product)
unit of measure (uom)
currency (cur)
payment method
payment terms
-     Master table :
item
customer
- customer address, contact point
supplier
- supplier product
product
- customer price
sales code
purchase code
task code
- 
Document
- Tender (pdf filing)
- Supplier Quotation (pdf filing)
- Customer Contract
- Purchase Order
- ah-hoc request supplier Document
- D. Note (delivery note / Customer Acceptance)
General
- My email
- Project finish status
- Sales and Direct cost compare
- When Master alter the similar
- Multi level approval
- Input flow ( 1. Draft 2. Save and Submit 3. Approval)
when Save draft, there is no verify.
Customer Request Register
Input
-  Customer name
-  Customer Requirement:  item Qty, description ,delivery Date, maintain period length
and make a PDF copy save to server
Output
-  Make a Request Supplier Quotation (by send Spec, Qty, Delviery, Date)
Feature
-  Entry point Record
Supplier Quotation
Input
-  Supplier Name
-  Supplier Item number , spec,  lead time
Output
-  Supplier Item number, Description, price , lead time to Purchase Order
Feature
-  Compare Supplier Price
-  Record Supplier product
Quote
Input
-  Item , price, qty
Output


-  Quotation
Feature
-  Update  Sales Order Processing

Account Code Input
1. In Purchase Order
2. Customer Invoice


Sales Order Processing

Feature
1. Sales order , Invoice and Dnote Difference UOM e.g. SO 1703486  4~40
2. One Off Special Discount


Input :
1. Filed Contract
   Customer Name
Deposit Amount
Allow  partial Acceptance
Details of items. E.g. (software + license + setup [3 items but 1 invoice description])
Extension Service : e.g. stick our label
Tangible : Product spec ,  Warranty, item , promise response time
Non-tangible : Install,  configuration, setup , implement, migration, training
Delivery Location, Schedule , Quantity , Price, Item, Maintain
Contact Department, Person , Telephone,  Language
Deposit. 
2. Invoice Information
Bill to Department, Person, Payment Terms, Payment Metho
Invoice Description, Price, refer Document
3. Supplier Order Information
Supplier Name, Currency, Contact Person
Supplier item number, Delivery method, Packing , Resource Spec, Quantity, uom,  Price, lead time
Service Description, Hour Rate, Daily Rage
Output :
1. Purchase Request List
Supplier Name, contact persion,
Item, Spec, Qty, uom, price, currency Lead time,
Delivery  Schedule-Qty, delivery place
Feature :
1. Provide Contract Outstand list
2. Purchase Plan
3. Outstanding Purchase Plan
Purchase Order
Input :
-  Supplier Name, Payment terms, Payment Method, Item, qty, price, delivery Date
-  Can Refer supplier quotation
-  Delivery (to office or to customer)
Output
-  Supplier Purchase Order
Feature
-  Normal Issue a approved Purchase Order to Supplier, After Approval, the purchase order cannot be edit. But  when there is some need to change, there is an unapproved process , and it can edit. This unapproved process is support by ah-hoc request supplier Document.
-  When the PO had issued purchase invoice input, cannot be edited.
Ah-hoc Supplier PO
Input
-  a
Output
-  b
Feature
-  c
D. Note
Input :
1. Reference Document Name, Number and date
2. Who accept, and accept date
3. Carrier, Supplier, Service Provider
Service Provide start-date and end-date, Service provide hours.
Service complete Description, quantity and uom.
Matching the  Delivery with Customer Contract.
4. Lincence number, Serial Number Expire Date
5. Product Name , Version
6. Status of Customer Contract
7. Remark
Output :
1. Provide Support Data Quantity to Customer  Invoice
2. Provide Support Data Quantity to Supplier Invoice
Feature :
1. Not yet issue Invoice
2. Not yet complete the contract
3. Verify the Delivery Quantity cannot > Purchase Quantity
Supplier Invoice
-  Input
Supplier Invoice Number, date,
get Qty from D.Note
Get Price from Purchase Order
-  Output
Match supplier invoice with the System information (price and qty)
-  Feature
1. Supplier Invoice Input is reference on the D.Note or Customer Acceptance, therefore each line of the supplier invoice had supporting
2. Supplier invoice Price is reference  on the  Purchase Order.
3. When post a supplier had verify.
supplier aging Report
Payment Request
-  Input
supplier code, invoice number,
-  Output
Outstanding Payment List
Customer Invoice
-  Input
Customer Name
Acceptance Qty, Contract Number
-  Output
Customer Invoice
-  Feature
Outstand not yet finish project.
Receipt
Input
Output
Feature
-  Outstanding Invoice