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Modules:FINANCE AND ACCOUNTING
PURCHASE
SALES
SUGAR, MOLASSES AND OTHER BY-PRODUCT SALES
MATERIALS MANEGEMENT
MANUFACTURING
PAYROLL
PROJECT MANAGEMENT
Extra SHARES MANAGEMENT
Extra SUGAR CANE WEIGHING, BILLING AND CANE
ACCOUNTING
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Vouchers Create/edit different types of vouchers Define user-specific doc types for vouchers.
Fully customizable auto-numbering of Vouchers.
Attach notes, references, conditions, printing specs etc. to vouchers.
Authority based posting of vouchers.
Currency Management Multi currency fully enabled.
Specify different currencies for vouchers/documents and for ledgers.
Statutory reports in Company's own currency.
Forex gain/loss*.
Specify exchange rate at entry level.
Accounting Groups and Ledgers Unlimited Accounting groups/ledgers with unlimited levels.
Fully customizable statutory report settings.
Direct link with associates for auto-voucher creation.
Local/Global settings for branch-wise reporting.Bank Cheques Attach unlimited Cheques to any billing document including vouchers.
BRS cross-checking with different analysis reports.
Cheque printing with customized formats for each bank account.
Financial Reports Trading, Profit and Loss, Income-expenditure statement, Balance
sheet, Receipt-payment, Cash flow, Funds flow, Ratio analysis, Trialbalance, statistics etc. with drill down capacity up to starting point.
Save the important Financial Reports and use them when required.
Budgeting Multiple level budgets with master-slave configuration.
Specify budget(s) for Associates/Ledgers directly.
Fully drill-down analysis with comparison with actual figures.
Accounting Periods Multiple accounting periods in financial year. Period Locking and Closing.
Automatic balance forwarding.
Account types and Accounting Rules 2011 All rights reserved.
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Define account types for better analysis
Specify multiple accounting rules for Accounting groups and ledgers bydocument type, transactions type, cobranch, coyear/period.
Rules can be automatically checked for multiple levels before postingof vouchers.
Analysis Multiple and customizable analysis options based on doc type, date,
ledger, group, transaction type, posted/unposted etc.
Different analysis types for analysis such as Regular, Advanced and
Extras based on authority. Online Graphical/OLAP Analysis facility.
Direct integration with other modules Vouchers can be automatically created from different billing documents
such as PO, SO, GRN, Indent etc. individually or in bulk.
Posting can be done from billing documents with option to createvoucher or not.
Stock valuation can be done by many methods such as LIFO, FIFOetc. and can be posted directly to stock accounts any time.
Banking management Manage multiple bank accounts for deposits, loans etc.
Specify periodical interest rates, account types, hypothecationprovisions (directly integrated to Inventory by stock rules) etc.
Create bank vouchers from above data and posting of bank vouchers. Bank reconciliation statements with drill down capacity.
Purchase 2011 All rights reserved.
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Create purchase requirements and get all further documents get created basedon it.
Maintain a link to the base/referred document. Create customized printing formats for documents such as Purchase Order.
Powerful, customizable analysis capability based on Supplier, Customer,Products, Transaction Types, Profit/Loss, Purchase Amount, Receipts againstPO etc.
Create Purchase vouchers from PO/Supplier Bill
Manage Suppliers with their Products, Product codes, multiple addresses
Sales Analyze customer requirements and get all further documents get created based
on it.
Maintain a link to the base/referred document.
Create customized printing formats for documents such as Purchase Order.
Powerful, customizable analysis capability based on Customer, Products,Transaction Types, Profit/Loss, Sales Amount etc.
Create sales vouchers from SO/Sales Invoice.
Marketing* Competitors portfolio management
Prospect and call tracking
Sales pricing management
CRM capabilities
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Product Definit ion
Define unlimited Products and services as products. Product will have Types, Sub-Parts, Groups, Aliases, Substitutes,Characteristics, Stock Rules, Class, Category, Costing method, Price variationspecs etc.
Warehouse Management Define unlimited Ware houses/bin locations with various types and multiple
levels
Define stock rules for any bin location.
Analyze product wise stock qty and stock valuation for any bin location.
Stock Rules Define multiple stock rules for each item
Stock rules can be defined for Items with Bin Location, Period, Transaction Type,Stock Type etc.
Specify priority for stock rules to be checked while a transaction is executed.
Stock rules can be checked for any defined document.
Master Definit ions Define multiple units
Each unit can have multiple conversion factors with other units
Define multiple dimensions as Stock Type, Transaction Type etc. for betteranalysis.
Inventory scheduling Define multiple schedule within the same period for multiple products
Create schedule from PO, SO and other inventory documents
Analysis and comparison capacity with actual transactions
Schedule can be created for future also without any reference to currentdocuments
Tax Management Any billable inventory related document can have multiple taxes for applicable to
whole document and three taxes for each line application for individual product
Multiple taxes with Tax on Product Line Amount, Tax on tax, on Sub Total, onQty etc.
Tax transactions with auto calculation of Tax Amounts per Product Line so thatcorrect effective amount of each Product Transaction.
Statutory Reports*
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Applicable to Purchase, Sales, Inventory, Payroll etc. modules.
Linking with Tax Ledgers.
Interface Delivery date and delivery place for each line entry
Lot/Serial No for each line entry and can have multiple lines for same item in adocument
Expiry date, Inventory and accounting due date for each line.
Customizable Reporting
Apply filters to displays and get the report according to filters.
Inventory Transactions Customizable transaction types, stock types.
Each transaction has transaction and stock type.
Manage and Analyze stock based on stock type even for Sold/Customer Stockscurrently present in company premises.
Note the utilization location for material issues for better stock analysis.
Lot/SrNo for each transaction can be used for Lot based analysis.
Miscellaneous Adjustment and Inter-Warehouse Transfer
Reorder levels with customizable stock rules
Physical Inventory Count slips/count tags
Misc. inventory count and adjustments
Maintain difference reason for physical counting
Count labels
Inventory Valuation/Costing Different methods for inventory valuation such as FIFO, LIFO, Simple Average,
Weighted Average, Standard Cost etc.
Use other methods such as Actual, Average, Max and Min based on PO, SO,Bills/Invoices etc.
Auto post valuation to accounting or create vouchers for valuation.
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Work Orders* Manage multiple work orders Auto create work orders based on sales orders.
Routing, Inventory schedules, manpower schedules for work orders
Assign priority to work orders
Manufacturing Scheduling* Multiple levels with Master-Slave capacity
Manage production plans for multiple Work orders
Time-phased analysis
Production Documents* Maintain production documents both internal and external (Required by Govt,)
Common user interface
DMR, RT 7C and RT 8C
Create Stock Journal Vouchers and update stock directly from DMR.
Material Requirement Planning*
Powerful analysis capacity based on Production schedule. Buffer stock management
Forecast/planned document and transaction support.
Maintain inventory schedules by material requirements
Linking with Finance for financial availability analysis
Bil l of Materials Define unlimited BOMs with multiple levels.
Multiple items in each BOM and Multiple BOMs for each item
Define BOM at the time of Inventory transactions and Work orders.
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Quality Management* Maintain quality control documents
Maintain quality policies Customizable quality control restrictions in system data flow
Multiple customizable quality checking specifications and characteristics
Default quality values for specified characteristics
Quality Approval report at different stages.
Priority based quality rules
Maintain detailed information as per ISO quality procedures
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Employees Manage Employee related data like date of birth, Hire date, multiple addresses,
Dept/Section, Post/Grade, Wage and Pay Period etc. Customizable salary mechanisms
System users and employee relationships
Multiple Photo/Identity records are possible
In/Out Manage multiple In/Outs in a single day of employees.
Direct interface with RFID card reading devices.
Import daily/periodical data from card readers.
Support for exceptional In/outs
Timing and Bil l ing Manage daily/periodical attendance on day/shift basis.
Multiple work schedules
Attendance with reference to defined schedules with error checking
Multiple customized billing methods with flexible salary calculation periods
Multiple taxes, extra charges, allowances support
Auto accounting voucher creation
Leave management
Employee Portfol io Management* Manage employee's full bio-data with revisions.
Multiple skill sets with skill based analysis capability.
Training* Manage multiple training schedules
Training with reference to employee portfolio
Work Assignment and Scheduling* Manage multiple work assignment and work schedules
Customizable and linked with In/Out and Timing and Billing.
Powerful analysis of work assignment with In/Out.
Work schedules based on shifts, production planning, work locations andinventory availability
Manpower requirement analysis
Recruitment* Recruitment policies
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Recruitment policies linked with Portfolios and work assignments and productionplanning
Multiple recruitment methods and recording of each stage data.
Performance Analysis*
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Projects* Manage multiple projects in Company Branch
Project based employee work schedules, Inventory, Finance, manpowerrequirement and availability analysis
Assign Project for any document in the system.
Project based financial reports for project-wise Profit/Loss.
Production planning for projects.
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Cane Weighing Fully automatic weighing
Both Online and Offline Weigh Slip Entry Slip maintenance by up to 20 dimensions
Analysis by shift, day and periods
Cane Suppliers, H & T contractors Manage Sugar cane suppliers, harvesting transporting contractors with multiple
types
Apply all the standard features as images, multiple addresses, notes, referencesetc
Cane Bil l ing Fully customizable billing methods with different rates for each method with
unlimited installments capacity
Direct Payment is possible at the time of weighing
Create bills for user defined period at any time
Process bills and reports within seconds
Powerful Analytical capacity
Auto Voucher creation based on bills. Customizable bill formats
Apply all the standard features as images, multiple addresses, notes andreferences etc. to all bills.
Directly related with accounting and finance module.
Cane Registrat ions Cane registrations with variety, maturity period, approx. cut date etc.
Powerful analysis by maturity date, villages, variety etc.
Customizable government required reports 2A, 2B, 2C etc.
Forecasting reports
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Share Holders* Manage different type of share holders
Standard features applicable as images, notes etc. Multiple addresses
Share Documents* Manage share documents as application for shares, share certificates etc.
Feature of posting of shares transactions for better control
Standard documents features as notes, references, status etc.
multiple transactions of different types of shares with multiple share holders in
single document Directly related with accounting and finance
Customizable Share Certificates
Analysis based on share type, share holders type, period, amount, lot etc.
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Server One/Multiple databases for single/multiple companies
PostgreSQL Worlds most advanced open source database
Use of functions, views and triggers for business logic
Whole business logic is implemented at database level
Minimal hardware requirements for server
Client MS Access 2003/07/10 or runtime.
Multi platform Windows 9x, 200, Xp, 7 supported
Single client file with dynamic linking to database
Fully secure along with SSH support (ODBC driver support)
System Multiuser, multi branch, multi company supported
Client/Server architecture with most things customizable
Thin Client and WAN/internet supported
Import of data from various formats as DBF, Txt, Excel, XML
Export of data in formats such as DBF, MS Access , XML, Excel, RTF etc.
Direct email from any report
One language (English) or dual language (English and Local) support
No limitations on data storage
No need to install MS Office on client computers, use Runtime for client tominimize costs
Interface with other applications Access data from server directly/through client and create customized reports
Supported applications MS Office Word, Excel, Infopath, OpenOffice/Libre
Office etc.
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Document Types Create unlimited document types as per requirement.
Specify settings for printing etc. per document type.
Each document wil l have Notes, References, Condit ions, Print ingspecs, mult iple approval levels and approvals, Status c hange log, imagesetc. Customized characterist ics can be applied. Searching, Fi l ter, Sort ing and List ing for al l document types separatefrom analysis. On the screen customized f i l ter, sort, f ind & replacecapabil i t ies. Customized document conversion procedures. (e.g. convert purchase billsinto purchase vouchers.)
Templates Set any document as a template and make multiple copies of the same.
Auto-numbering Specify customizes numbering format with Prefix & Suffix for each document
type.
Set Auto or manual numbering.
Transaction Types Create unlimited Transaction types as per requirement. Customizable settings for billing, auto-voucher creation etc.
Department, Cobranch, Coyear, Project etc. as Addit ional dimensionsfor documents. Each record in the system has Created by, created t imestamp, lastmodif ied by, last modif ied t imestamp etc. for Security and Tracing ofchanges. Common interface for al l documents. User, Process, Cobranch based authentication. Each user wil l haveADD, EDIT, VIEW, DELETE, APPROVE AND PROCESSADMINISTRATOR rights. (ful ly customizable). Multiple addresses for each associate. 2011 All rights reserved.
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Multiple taxes and extra charges applicable for bi l l ing documents (e.g.Vouchers, PO, SO etc) with customized tax calculat ion mechanisms.
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DOCUMENTS(PO, SO, quote, bills, invoices, vouchers etc.)
USERS
COMAPNIES
AUTHENTICATION RIGHTS
MODULES
ASSOCIATES(Suppliers, customers, transporters, agents etc.)
PROCESSES
AGAINSTS(Taxes, freight, discounts etc.)RANCHES
ACCOUNTINGGROUPS ANDLEDGERS
DOCUMENTS NOTES,REFERENCES, PRINTINGSPECS, CONDITIONS,IMAGES, STATUS, TEMPLATES
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Copyright 2011, All rights reserved. C. P. KulkarniLayouts and designs shown in screen shots are protected under copyright.
SHREE ERP 2Last updated on 30th April 2011.
* marked features are under development.