Ebizframe whitepaper

Eastern Software Systems LimitedD-16/2, Okhla Industrial Area, Phase – II,New Delhi – 110 020Tel: 6822147, 6831662, 6821482/3Fax: 91-11-6837805email: [email protected]: www.ebizframe.com

ebizframe

Eastern Software Systems Ltd Page 1

OVERVIEW

• Featured among Channels Asia “ 50 most dynamic companies of Asia Pacific”• Rated among Dataquest India “10 companies to watch” December 1999• Rated among Dataquest India “20 companies to watch” February 2000• Rated among PC Quest “ Top 10 products from India” December 1999• Profiled on Intel/capital site, among 12 companies, only one from India• Among Computerworld India “Most powerful ERP companies, Most powerful ERP

packages”

ESS is India’s premier e-business software provider. ESS has received venture funding from Intel,Citibank and FMO. ESS has been a premier ERP solution provider for Indian businesses and wasthe first Indian Company to offer ASP services through its ERP-on-the-Net offering. ESS hasconstantly won national and international recognition. ESS employs over 200 people and has ISO9001 certification. ESS is focussed on Small and Medium Businesses.

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Eastern Software Systems, India’s premier business applications providerintroduces a new creation - ebizframe.

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ebizframe is an e-commerce enabling tool which allows an organization toconduct its entire business from its own Internet portal. All entities that needto transact business with an organization through its portal, the gateway tothe company, and visit the areas relevant for them.

For example, using ebizframe……….

…….a customer can visit the company to check all his transactions, checkdelivery status for his orders, check his accounts, place additional orders, oreven modify existing orders.

………a supplier can check whether his shipments have been received, orcheck status of payments due to him or even make new product offers andspecial pricing.

e-business framework for the global enterprise

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……..an employee, who could be sitting in any part of the world can fileclaims, check his accounts, or even get an online appraisal done by his boss,without the necessity of a physical meeting. If an employee is in sales, he canimmediately check inventories etc of the company products, which willenable him to make, informed commitments to his clients.

In addition, ebizframe users can give out or receive e-purchase orders, e-sales orders and so on. With this functionality, a business can start effectiveinteraction and business with people all over the world, without having toworry about physical boundaries of business. ebizframe, is therefore a truee-business enabler.

For larger businesses who have a large number of suppliers and buyers,ebizframe can create an online community which shall be able to dotransactions quickly, efficiently and economically.

The components of ebizframe include web site building templates,knowledge management tools, chat, email, diary builder, as well as an entireERP engine covering manufacturing and non-manufacturing operations.

Delivery options

ESS offers ebizframe with four different options – On Rent, With VPN & (or)lease line connections and co-hosted server option. These variousconnectivity options give the users a wide choice if terms of speed, securityconsiderations and upfront investments, and yet preserve the benefits of e-commerce enablement so essential for growth of business in the internetpowered future.

In brief…

1. ebizframe enables SCM and CRM, as well as e-transactions such as ePOsand eSOs (electronic Purchase Orders and electronic Sales Orders).

2. ebizframe builds upon existing ERP strengths to include KnowledgeManagement.

3. ebizframe also enables an organization to make itself completely Internetdriven by enabling creation of web front-end as well offer integratedfunctionality for facilities such as web mail, web chat and otherproductivity tools.

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Ebizframe can be utilized by

• Organisations seeking to run their business processes on the net.• B2B portals as their transactions processing engine.

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• Legacy Applications

Organizations that have existing legacy applications including ERPapplications face a serious challenge in trying to enable e-commerce. Largeinvestments of money and efforts in legacy applications need not bediscarded and all benefits of e-commerce can be achieved by usingebizframe. Ebizframe transactions engine can be interfaced with theexisting applications to ensure that the net-based business integratesseamlessly with existing internal processes.

ebizframe suite can be broadly categorized into two primary components :

• Web front end: ebizframe frontend applications are focussed on enablingInternet based content creation and management including web sitecreation. Tools for creating “e-commerce” components such as e –transactions with buyers and suppliers and remote employees, web-basedchat, email, knowledge management and other productivity tools such asdiary, calendar, sticky notes/reminders which translate into immediatecost savings and productivity enhancement form an integral part of theoffering.

• Commercial transactions back end: “ebizframe” backend functions can e-enable all aspects of business (including Sales, Sales Force Automation,Purchase, Inventory, Finance, Costing, Human Resources, Payroll, FixedAssets, Production Planning, Production, Equipment Maintenance,Customer Care i.e. all components of a conventional ERP). Thecomponents integrate seemlessly to ensure that the data captured at thefrontend can be immediately utilized by the backend. For example, a salesorder created by a customer, can immediately kick off despatch of finishedgoods, or even a production cycle, which in turn catalyses purchase ofmaterials, and impacts accounts and inventory.

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The web front end is similar to the “entrance” of an organisation where anentrant gets directed to the relevant part of the organisation depending onthe nature of his relationship with the organisation. This frontend iscompletely flexible and can be built up to suit the organisation's specificneeds.

Ebizframe Technology

Ebizframe uses Java and related technologies for the front end and Oracletoolkit and database for the backend. In addition to existing features, ebizframeroadmap includes WAP based access, video conferencing, ability to absorbdata feeds from relevant sites among others.

Ebizframe allows you to convert your business into an Internet powerhouse.Ebizframe offers a single platform for all parts of your organization as well ascustomers and suppliers, irrespective of geographic locations and time.

Ebizframe allows members of your ecology to access your company’s data,online, through the Internet. For example

Customers can place and amend orders, check shipments or production status,check accounts and get quotations and chat with companies sales staff Visitorsmay check products, specifications, delivery periods, get quotations and placeorders and get answers to their queries online or through email

Suppliers can send online quotations, check billing and payment status, changepricing and delivery schedules as well as make special offers

Remote employees check company policies, record expense claims and leaverequests, have online appraisals and manage better by using tools such asonline diary, calendar as well as maintain better co-ordination using thecompany’s own email and chat facilities

Potential suppliers can enlist themselves and offer their products andservices to the company through the net

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As an example, the frontend could have the following:

1. Visitors Link: This link connects the visitors of the portal web-site tothe Corporate home page. The ebizframe product gives the user thefacility to create home pages, which can be designed and tailor made totheir requirements. A lot of website templates are available to the userto choose from.

2. Customers Link: This link gives customers the facility to transactbusiness with the organisation such as place enquiries and orders on thecompany. There is no limit on the type and number of transactionalability the organisation wants to give to its customers. Thesetransactions feed directly to the commercial transactions engineseemlessly.

3. Suppliers Link: This could enable the supplier to transact business suchas view the purchase orders placed on him by the company, or view thecompanies inventory or even submit new quotations. Again, there areno technological limitations except the companies view on which partsof the organisational data the user company wants to open up forview/data transaction with the suppliers.

4. Employees Link: This link takes the employees of the company to availthemselves of following services :

a). Email: This service enables employees to communicate andexchange information with co-workers and company'’ businessassociates. The Interface provided is intuitive enough and providesall the facilities typically provided by any email service on the Net.

b). Chat: This component enables the user to communicate and chatwith co-workers and business partners at different regionallocations. The chat software gives the option of selecting privatechatroom for maintaining confidentiality of messages.

c). PIM: Diary, Appointment book, Reminders and Calendar enablethe employees to maintain their schedules, appointments etc and toplan their work for coming days.

d). Notice Board/Suggestions/Company Info : This service gives usersa common platform to share their views, suggestions etc withfellow workers and colleagues.

It is important to understand that any of these tools could also be providedto other users such as prospects or customers. Therefore, potential customerscould hit the chat button, and have an online chat with the sales departmentof the company to satisfy their questions before they actually transactbusiness.

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ebizframe integrates the back-end ERP business engine to the front endcomponent by enabling not only e-commerce but also a host of otherfunctionality, all of which is related to increasing the velocity of doingbusiness. The business engine provides the user the facility to transact,generate critical reports in browser based formats with online and offlineoptions.

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ebizframe is based on the three-tier architecture structure that comprises ofthin client, Application Server and Database server. The three-tierarchitecture structure offers high security features along with the flexibilityof providing access to various users.

Tier HardwareFront end any number of client desktop machines using

web browserMiddle one or more application serversBackend one or more database servers

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Client Desktop Machines

Application Servers

Database Server

Three Tier Architecture

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Client tier Middle Tier Back End

Technology used in ERP components

The technology used in developing the ebizframe product is as follows:

Client Tier

• Operating System• Web browser (Internet Explorer 5.0/higher or Netscape Navigator

4.6/higher)

Middle Tier

• NOS platform (like Windows NT 4.0)• Oracle Application Server 4.0.7 (can be replaced with any other

Webserver)• Developer 2000 Server 2.1 (Forms Builder, Forms Server, Report

Builder, Report Server) (for ERP component)• Java Servlet Engine JSDK2.0, JDK1.1.6 with JDBC connectivity to

database. (for other components)

Database Tier

• NOS platform (like Windows NT 4.0)• Oracle 8i Server 8.1.5

Web Server

Forms Server

HTML PageWRBCartridgeApplicationForms Client

ListnerRuntimeEngine

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ebizframe product being based on three-tier architecture enables resourceintensive components to run on Middle tier thereby moving bulk of theprocessing load away from the client. Oracle Application server has built-incomponents which deliver high degree of scalability and include balancing,logging, automatic failure recovery, security, directory, and transactioncomponents.

The ERP based on Oracle is highly scalable and robust to handle large no. ofclient requests concurrently.

The Java Servlet Engine runs in a multithreaded environment and canprocess multiple client requests at a time.

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Web Applications

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ebiz email supplies a rich feature set. In addition to the primary functions ofa mail server, there are many other functions a server can perform. Thesefeatures are discussed in MORE COMPLETE detail in the followingchapters.

Mailing Lists

Prominent among ebiz email features is the function of a listserver. Themailing list functions provided by a listserver allow a user to send a singlepiece of email to multiple recipients. This is a widely used feature not onlyfor mass mailings, but also for moderated discussion groups. ebiz email'slistserver is extremely powerful and allows many configuration options,which make the listserver valuable in a number of contexts. It also providesextremely high performance (speed measured by how many mail messagesmay be sent out in a specified period of time). While some competitorscharge extra for their listservers, ebiz email's listserver is built-in.

Auto-responders

You can set ebiz email to automatically reply to mail received at certainaddresses. For example, you can set ebiz email to automatically deliver a filecontaining information on your company's products when a customer sendsa request to [email protected]. You can configure auto-responders to deliver immediate information to customers in a timelymanner. For example, [email protected],[email protected].

Forwarding

Users can set options to have their mail forwarded to other accounts, locallyor on other systems.

Aliases

Mail can be redirected from a generic department name to a real person. Forexample, you can redirect [email protected] to your sales manager'smailbox, or [email protected] to your marketing manager.

Dial-up Connections

Unlike many email servers, ebiz email does not require a dedicatedconnection to the Internet. It has a great facility that uses Windows Dial-UpNetworking to make the Internet connection automatically for sending andreceiving email. This means ebiz email can save you money, and it can beused on sites where no other email server will succeed.

Multiple Domains

ebiz email can handle mail for more than one domain. If you need to presentmore than one presence to the world (more than one company name ororganization name), you do not need to have more than one email server.ebiz email will let you be Floras_Restaurant.com and Floras_Catering.com,both on the same email server.

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Mail Filtering

ebiz email now provides protection against the reception of unsolicitedemail through the use of IP address and Domain/Name filtering. With ebizemail's Mail Filtering option, you can easily protect your users fromreceiving junk email.

SMTP Relay Filtering

ebiz email allows you to secure your mail server from unauthorized use byunknown outside sources through the use of SMTP Relay Filtering. You canENTER IN both allowed and restricted IP addresses or IP address ranges forthose who may or may not use your mail server to send mail.

Remote Administration

With ebiz email's new remote administration capabilities, you can nowadminister your local ebiz email server from any browser connected to theInternet. This is included in the Web Administration of ebiz email Wizard.

Many Other Features

ebiz email's feature list continues to grow. ebiz email offers the widestvariety of features that are important to administrators who need to keepusers happy. The list currently includes:

• Easy-to-use control panel for mail administration• Ability to work with gateways behind firewalls• Easy-to-read status screen and log file• Ability to control user access to system• Finger and Reverse Finger to allow for mail notification responses• Full MX record resolution, including resolution to subnets• Standalone utility to generate outgoing mail• Access to incoming mail in mailboxes through the UNIX mailbox-type

format and POP3 server support• Configurable connection methods and the ability to specify groups of

connections based on the node or class of nodes• Ability to restrict the sending of auto-responses to avoid many bounce

situations ahead of time

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IIInnntttrrroooddduuuccctttiiiooonnnebizframe chat is an Internet-based software product that allows you toeasily create and manage your own chat site. ebizframe chat provides a user-friendly Java Client which allows members to access your chat environmentfrom any Java-enabled Web Browser.

ebizframe chat is easy! Once installed, it publishes information about itself tothe ebizframe chat Community Directory and automatically opens up a webinterface to your chat site. Your members can then sign on to your site bygoing to the ebizframe chat Community Director, locating your server, andclicking on it or by accessing your room via a link on your site.

The ebizframe chat Java Client is designed with ease of use -- it allows youto easily control your ebizframe chat Server without having to memorizecryptic commands. At the same time, ebizframe chat is compliant with IRCProtocol. If you are familiar with the clients, tools and robots associated withIRC Protocol, you will find that they are still available to you while usingebizframe chat.

Note: Participants may also access the chat room through a hyperlink onyour website.

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OOODDDBBBCCC DDDaaatttaaabbb aaassseee iiinnnttteeegggrrraaatttiiiooonnn:::Member, Room, Transcript and Audit information is now stored in adatabase, which provides easier access to query and reporting functions.

• Integration can be accomplished with existing database-residentmembership systems.

• New member registration can be done by creating web forms, or bymodifying the web forms provided.

• Greater general customization can be accomplished.

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registering members.• Alternate sign up path, which allows you to customize the

membership system to ask the user a question, then present a differentset of sign-up forms based on the answer. For example, the user couldbe asked if he/she is over 18 years of age or under 13, and thenpresented different forms (or denied access) if he/she has replied in theaffirmative.

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• HTTP "Tunneling," allowing Java clients to connect over the web portinstead of a separate port for chat. This allows easy connection formembers behind firewalls and proxies.

• Automatic reconnection when ebizframe chat Java client isdisconnected due to a network error.

• Connect attempts to multiple chat ports. This provides an automaticmechanism for members behind firewalls to connect to a port that isacceptable to their firewall.

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• File transfer capability, allowing members to send files directly to oneanother.

• Allows members to be in more than one room at a time• Frequently used features and controls now accessible via easy-to-use

interface buttons.• Member interface more graphically driven.• Emotion graphics for chat room expressions.• Copy and Paste from/to room capability.• Color coding of members' "chat" and name in the members list to

match their status in the chat system, e.g. Moderators "speak" in bluemessages, and guests have different colors in members list, and "speak"in that color as well

• Offline messaging. Ability to leave messages ("memos") for memberswho are offline, and be notified of new memos upon sign on. Memoread, delete and reply is via a GUI.

• Replay of past messages in a room upon entry, configurable by numberof past minutes or past lines.

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• Enhanced server-caching capabilities.• Digitally Signed Internet Explorer CAB file and Netscape JAR file,

which allows local installation of Java class files (greatly reduceddownload time).

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• Option to disconnect members who "mass-invite".• Improved pattern matching for forbidden words.• Time-limited bans. Administrators and moderators have no need to

manually maintain and clean up old bans, and members can betemporarily removed from a site or room. The ramifications of banninglarge domains/ISP’s are also therefore limited by time.

• New audit records. Audit records moved to database for easier accessand easier integration with reporting tools.

• Rooms can be set to allow members (of that room) only. New roomdefinitions for room members and members with voice.

• "Quiet member" ability. Allows individual members to be "quieted" ina room.

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• Room Welcome sound. A sound can be played when members enter aroom.

• Room-specific sound directories. /Sounds contains common sounds,added to the sound files in /Sounds/<roomname>. Only members inthat room have access to those sounds.

• Member-specific sound directories. /Sounds contains common soundsadded to the sound files in /Sounds/<membernickname>. Only thatmember has access to those sounds.

• Sound processing enhanced. Done asynchronously with chat,preventing slow down.

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In ebiz-PIM-- All the features you need for reaching your potential:

PIM Features:• LAN/Group scheduling, E-mail and Meeting Maker with RSVP. Arrange

conflict-free meetings for up to 1000 people in multiple time zones.• Optional conflict checking• One click Carry-over of undone items• Automatic, background file-saving• Week at a glance in variety of screen layouts• Month at a glance with item descriptions• Alarms with snooze option. You can have alarms for a shared schedule

ring on all workstations.• Password protection(3 levels), private items• Mobile computing, synchronize data with portable PCs• Agents automated launching of applications and batch files.• Choice of all TrueType fonts on screen, and in reports• Moon phases• Small datafile size (e.g. a heavy workload of 300 items consumes less than

50K disk space)• A clean interface, without screen clutter for clear, unconstrained views• World time-zone clocks• Import and export• Choice of page sizes for printed schedules (Daytimer, Filofax, etc)• Perpetual calendar through the year 2068• Automatic follow-ups.• Logging of all completed items for later recall.• Plenty of room for item descriptions• Notes attached to items, huge capacity, copy/paste to/from other

applications• Dozens of printed report options: Day, Week, Month, Priority List,

portrait/landscape, more• Any number of color coded user defined Projects to which items can be

assigned.• A full-range of recurring item scheduling choices and carry-over options• Exceptions to recurring Items; modify/cancel one or all occurrences• Prioritization w/ deadlines and postponements• Dynamic Scheduling with state-of-the-art interface for clear and easy on-

screen planning• Floating tasks• Date and time entry shortcuts, e.g. "today", "Sa", "10" days from now.• Pop-up color utilization calendar, showing relative workload across entire

month• Time Accounting. See exactly how your time is being used. Bill clients for

your time.• Project reports showing total time spent on each project.• Floating tasks• Workload Balancing• Project task sequencing, including setting of prerequisites• Special carry-over options on instances of recurring items (e.g. delete,

shift)• Special item colors for 8 user defined item Statuses.

PIM -Sticky NotesThis handy little program lets you "stick" notes to your screen. Use them forreminders, for messages, for telephone notes, Web addresses or anythingelse that you need a handy way to remember. You can change the colourand size of your notes at will, and temporarily move them off the screen byminimising them. They stay around even when you turn your computer off.

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ERP TransactionsEngine

SalesPurchaseInventoryFinance

HR & PayrollCosting

SharesFixed Assets

Customer CareSystems Administration

Executive Information SystemProduction

Production PlanningEquipment Maintenance

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List Of Options

DEFINITIONS AND LISTINGSCustomers/Dealers masterCustomer/Dealer locationProductsCustomer/Dealer Price masterOther parametersDomestic LC LC Master LC Master AmendmentExport Country Customer’s bank Bank parameter Excise Bond Packing Quota Application to EPC Certificate Letter of credit Agents Insurance Inspection Custom house Marketing Liner Trade control

TRANSACTIONSEnquiryQuotation AmendmentLost JobsTargetsOrderOrder AmendmentOrder schedulingProduction adviceOrder processing Despatch adviceAdhoc despatch adviceInvoice Domestic Rejection Export Proforma invoice Commercial invoicePending formsStock transfer Transfer order Despatch Order Challan cum invoice Pending formsSurveyForecast

REPORTSOpen quotation statusQuotation Amendment History

Every Organization is either involved inproducing goods or services. Thus, for theexistence of an organization, they require tosell these products and services. Therefore,Sales becomes a very important and integralpart of every organization.

Ebizframe Sales handles all activities of Salesdepartment in any organization.

Ebizframe Sales is integrated with:

• Ebizframe Inventory for the item detailsand as the sales sends the despatch advice toinventory for despatching the products tocustomers.

• Ebizframe Production planning as theproduction is scheduled here and the salesdepartment sends a periodic advice toproduction planning.

• Ebizframe Finance, as the sales invoiceagainst the delivery challan is generated insales and different accounts like tax details,customer account, sales account, excise dutyetc. are maintained in finance.Sales Force Automation Ebizframe Sales handles pre-sales & salesactivities of a company. The sales forceautomation covers the details of prospects ofa company. The prospect is handled throughvarious stages from enquiry to order. Thecompetitor details are also maintained.Scheduling of activities of the salesexecutives, assigning targets to them andmanaging their expenses is also handled.Ebizframe sales helps a company manage itsdirect and channel sales funnel. Sales department receives purchase enquiriesfrom several potential customers of thecompany’s products. On receiving theEnquiry, a Quotation is generated whichspecifies the prices and terms and conditionsof sale. In some cases, samples of productsare also sent to the selected customers. On receiving Purchase Order from acustomer, Ebizframe Sales generates a SalesOrder for the ordered items. Ebizframe Salesalso maintains a record of lost jobs; i.e., thequotations that did not result in sales orders.An Order may be Direct, Scheduled, Opensample order or Against D3 (order againstSales Return). Order Scheduling takes placefor scheduled and open orders. After OrderScheduling, Production Planning departmentis notified of the quantity of products to beproduced. Such notification is done through aProduction Advice. Production Advice

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Production adviceDespatch advice Customer wise State wiseOrder acknowledgmentOrder status Open order Back order Consolidated Detailed Overall statusInvoiced Consolidated DetailedOrder Amendment HistoryOrder ChecklistCustomer order schedule Customer wise Product wiseNon moving itemsSampleInvoice printingSurveyForecastStock transferMISSales analysisVariance analysisProduct profitability analysisTarget/actual analysisSales consolidationSales trendsLost jobs analysisQuotation historyEnquiry analysisConsolidated reports Sales analysis Variance analysis

consolidates product-wise quantities fromvarious Sales Orders for the selected month. In response to Production Advice, EbizframeProduction Planning estimates the feasiblequantity for each product. Scheduled andopen orders are processed accordingly. OrderProcessing allocate product quantity todifferent orders based on the product’squantity on hand and quantity sanctioned forthe product by Ebizframe ProductionPlanning. A Despatch Advice is prepared andsent to Ebizframe Inventory for despatch ofproducts. In case of direct orders, sampleorders and orders against D3, AdhocDespatch Advice is prepared. An invoice isgenerated against the delivery challan andinvoice details are sent to Ebizframe Finance. Ebizframe Sales streamlines the process ofStock Transfer for transfer of goods betweenwarehouses. Stock Transfer follows thenormal procedure of placing orders andpreparing despatch orders, challans andinvoices. Sales Forecasting allows you to recordprojected sales volume of different productsfor future time-periods. Export module handles overseas sales.Information related to export such as Quotadetails and Agent details is recorded.Proforma Invoice is generated in case ofexport, based on which a Letter of Credit isprepared. Commercial Invoice capturesdetails of Packing, Shipment, Duty and Taxand Letter to Bank. Ebizframe Sales handlesgeneration of important Export Documents,viz., Proforma Invoice, Commercial Invoice,Packing List, Intimation for Inspection,Intimation for Insurance, Shipment Detail,Shipment Advice, Certificate of Origin andLetter to Bank.

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List Of Options

DEFINITIONS & LISTINGSSupplier/SubcontractorsSupplier ItemSubcontractor ItemCustom Item masterOther ParametersContract MasterItem Declaration

TRANSACTIONSPurchase RequisitionProcess RequisitionRequest for Quotation(Purchase)Request for Quotation(Process)Suppliers QuotationSub-contractor QuotationPurchase OrderPurchase Order AmendmentPurchase OrderPurchase Order AmendmentAd hoc Purchase OrderAd hoc Purchase Order AmendmentClose Purchase/Process OrderClose multiple Purchase/ProcessOrderAdhoc Process OrderAdhoc Process Order AmendmentStore Despatch RequestOrder Scheduling Purchase Order Schedule Purchase Order Schedule Amendment Process Order (ISSUE) ScheduleProcess Order(RECEIPT)Schedule Process Order (RECEIPT)ScheduleAmendmentBill of EntryPurchase Bill Domestic ImportPending FormsService Bill

REPORTSItems by specified SuppliersSuppliers of specified itemOutstanding RFQ’S(Purchase)Expected Deliveries(Purchase) Period wise Item wise Supplier wiseItems by specified SubcontractorsSubcontractors of special itemOutstanding RFQ’S(Process)Expected Deliveries(Process) Item wise Period wise Supplier wise

Purchase department aims at making available the requiredmaterials of the right quality, in the right quantity and at theright price, for the smooth functioning of the organization.Purchase department interacts with different departments ofthe organization, suppliers, sub-contractors and serviceproviders.

Ebizframe Purchase is linked with :

• Ebizframe Finance for making payments to thesuppliers/subcontractors against the bills received by thepurchase department for the material supplied.

• Ebizframe Inventory for processing purchase requisitionsthat are generated automatically when stocks fall below acertain level and for receiving goods against purchaseorders

• Ebizframe Production for processing the purchaserequisition of raw material sent by the production floor.

The Purchase routine starts with the generation of PurchaseRequisition for various items followed by sending RequestFor Quotation to various suppliers. On receiving Quotationsfrom suppliers, evaluation is done on the basis of variouscriteria. Purchase Order is generated for selected suppliersand Amendments can be made if required. In case of animmediate requirement, an Adhoc Purchase Order isgenerated. In this case, Purchase Order is directly placedwith suppliers, without inviting quotations. PurchaseOrders can be made in any currency. Amendments can beimplemented here also. Purchase can also be made fromsuppliers who are based overseas. In this case the procedureremains the same, except that some additional features; suchas, Custom Details and Bill Of Entry/Lading are defined inEbizframe Purchase whenever material is imported.

The Process cycle is followed whenever any item has to besent out to sub-contractors for processing. In this case,Process Requisition is generated and Request For Quotationis sent to various sub-contractors. Receiving Quotationsfrom the sub-contractors follows this. A Process Order isgenerated for those sub-contractors who meet specifiedcriteria. Amendments to Process Order can be made ifrequired. Purchase department generates a Store DespatchRequest for the despatch of raw material to the sub-contractor. Adhoc Process Orders and Amendments can begenerated in this case also.

In both Purchase and Process cycles, Order can be Direct,Scheduled or Open. In case of Open and Scheduled Order,Order Scheduling is done whereby the quantities to bepurchased or processed are distributed over a time period.Incase of the Direct Order, scheduling is not required. Alsoamendment of schedules is allowed.

Details of the services provided by the service providers canalso be recorded. The authorized Service Bill details areposted to ebizframe Finance. Cancellation of an authorizedService Bill is also possible.

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Suppliers/Contractors/Service providerListingOther Parameter ListingItem Declaration ListingContract Master ListingImport Bill of Entry Bill of Entries to be received Custom item detailsItems Received by ImportCustom Paid on Import

MISSupplier /Subcontractor Analysis forPriceQualityCredit DaysDelivery ScheduleQuotation AnalysisOpen Orders to be closedPurchase order StatusPending Purchase orderPending process orderPending Service ContractScheduled Purchase orderScheduled process orderAmendments Details(Purchase)Amendments Details(Process)Requisition StatusRequisition not converted into ordersOrder trackingPending FormsAmendment Details (Schedule)Cancelled DocumentsMRS Status

On receipt of invoice from Supplier/ Sub-contractor/Overseas Supplier, Purchase department generates aPurchase Bill (Domestic or Import). Cancellation of PurchaseBill is also possible.

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List Of Options

DEFINITIONS AND LISTINGSItem masterOther ParametersChapter MasterRequirement AreaGroup DetailsSubgroup DetailsItem Label DetailsAlternate Item MasterUnit Conversion

TRANSACTIONSMaterial Requisition Slip(MRS)Material Return NoteMaterial Receipt at storesMaterial Receipt at stores(Import)Material Receipt at Quality ControlMaterial Receipt at Main Stores

Supplier/SubcontractorRequirement AreaShop floor

Sales Return Against Gate PassRejected Material Despatch Advice Main Stores Line RejectionsDespatches Rejected Material Despatches Customers Sub ContractorsExtension of 57F4Issues Issue Of Items Transfer NotesCommissioning of Capital GoodsFinished Goods Stock UpdationStock VerificationReallocation Reallocation of items Reallocation of repairsGate PassGate Pass (Process)Gate Pass ReceiptsLoading AdvicePeriodical Material ReceivedPeriodical Material Consumption

REPORTS

Stock Status Periodwise, Itemwise Lotwise Status Stock Value

Stock Ledger

Material Pending At Quality Control Item wise for suppliers Item wise for subcontractor Item wise for Company Unit

Ebizframe Inventory helps an organization to manage thematerial in stores and track all the transactions related to it. Italso helps in optimizing the reorder, maximum and minimumlevels of raw materials in the inventory, which will result indirect savings of inventory costs for an organization.

Ebizframe Inventory is linked with:• Ebizframe Purchase as the purchase requisition is generatedby purchase and the receipt of items against purchase andprocess orders is made in inventory. A store despatch requestis given by the purchase department to sub contractors for thedespatch of work in progress.

• Ebizframe Sales as all the despatches made against the salesorder are done in inventory. The products are despatched tocustomers with the issue of gate pass.

• Ebizframe Equipment maintenance, through this module themachines are sent for maintenance with the issue of gate passin inventory. The gate pass is returnable as the maintenanceprocess may be complete or pending.

• Ebizframe Customer Care as all the spares used tomaintenance are used from here.

• Ebizframe Finance as the stock value is updated from here.• Ebizframe Production delivers the finished goods toInventory. Also line rejections are returned to Inventory. Thematerial required for production is issued to the shop floorfrom ebizframe inventory.

Ebizframe Inventory stores the information of all the items,their respective classification and sub-groups includingserialization. The ABC analysis of all the items is for selectivemanagement control whereas VED analysis is based oncriticality.

On the basis of the Purchase Order, material from supplierscan be received in stores through Material Receipt at Stores.Received material is then sent for quality check to detect anymaterial that is to be rejected or reworked. Accepted material istransferred to the main stores whereas a Rejected Material DespatchAdvice (RMDA) is generated for rejected material.

RMDA can be issued from the Inventory in the following cases:• Against the material received from the suppliers/ subcontractors.• Against material received from the Requirement Areas through

Material Return Note and from the Shop Floor through LineRejection Note.

For Process Order, raw material is despatched to sub-contractorsusing the gatepass and semi-finished or finished goods are receivedfrom them in stores. Various departments that request for materialfrom Inventory are termed as Requirement Areas. These requirementareas fill the Material Requisition Slip (MRS) and send it toInventory according to their requirement. Based on the requisitionreceived from Requirement Areas, Inventory issues material to them.

A Material Return Note (MRN) is sent by the requirementareas in two cases:1. If the goods are being rejected.2. If the goods have been received in excess.

ebizframe


Material Pending at Main Stores Item wise for suppliers Item wise for subcontractor Item wise for company unitMRIR Status ReportOutstanding MRSsOutstanding Returnable Gate PassReceiptsReceipts Register Item wise for suppliers Item wise for subcontractor Item wise for Company unit Supplier wise Sub-contractor wise Company unit wiseIssue Register Itemwise MRS wise Requisition area wiseOutstanding store despatch RequestDespatch Register Customer wise Subcontractor wise Production group wise Production sub group wiseDespatch Against Gate PassTransporter Register Despatch ReceiptsCancelled Challans Consolidated DetailedRepair registerProcessing registerForm D3Rejection Reports Orderwise for Suppliers Itemwise for Suppliers Orderwise for Subcontractors Itemwise for Subcontractors Itemwise for Company Unit Orderwise for Company UnitMISMovement AnalysisConsumption AnalysisItem Stock Levels Below Recorder Level Below Safety LevelRequirement AnalysisPurchase Requisition AnalysisPurchase Requisition vs. MaterialRequisitionFinished Goods Aging AnalysisABC AnalysisForm RG 23 A Part I Part IIForm RG 23 C Part I Part IIPersonal ledger AccountStock Evaluation LIFO FIFO

Consumption and requirement analysis, Stock Ledger andexcise registers can be generated from ebizframe inventory.

ebizframe


Weighted AverageSummary Reports Stock Ledger Item Wise Item Classification Wise Item Group Wise Consumption Analysis Requirement Areawise Department Wise Item Group Wise Item Classification Wise Receipt Register Item Wise Receipt Wise Party Wise GatePass Receipt No.Wise Issue Register Item Wise Requirement Area wise Issue No. Wise Despatch Register Item Wise Despatch Wise Party Wise Gate Pass No. Wise Stock Transfer Wise Export Shipment Wise Production Summary (Item Wise) Daily Stock Account Form R.T. 12

Consolidated ReportsConsumption AnalysisFinished Goods Aging AnalysisABC Analysis

ebizframe


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List of Options

DEFINITIONS AND LISTINGSChange DateAccountsAccount TaxGroupsCompanyBudget AllocationNarrationVoucher Number ControlOther ParametersPeriod End Procedures

Period ClosingFinancial Year ClosingBook Closing

Financial YearCurrency

BaseDetailsConversion

ExciseFreightTax and DeductionsFiscal YearSchedule 6 Report Layout Report Total

GENERAL LEDGERTransactions

Journal VoucherReceipt VoucherPayment VoucherContra VoucherCredit Note,Customer

SupportDebit Note,Customer

SupportSales VoucherPurchase VoucherVoucher Posting

Recurrent/ ReverseBatch Posting

TR6 Day Books

Journal BookBank BookCash BookDebit Note BookCredit Note Book

Sales Books Sales Reports Register Purchase Book Register

Budget ReportsMonthly Budget report

Finance is a vital function of any organization. EbizframeFinance enables streamlining of financial operations of acompany.Ebizframe Finance is suitable for companies functioning innational and international markets as the number formats,currency and date formats are all user defined. The languagein which the amount in words is to be printed in the reportscan also be selected.Ebizframe Finance integrates with the following modules:

• Ebizframe Sales: Ebizframe Sales gives informationabout the customers to Ebizframe Finance and receivesdata on excise, freight and the various taxes & deductions.Ebizframe Sales sends the invoice details to EbizframeFinance for updating of finance heads. • Ebizframe Purchase: Ebizframe Purchase is a sourceof information about the suppliers/ sub-contractors andreceives data on excise, freight and the various taxes &deductions from Ebizframe Finance. The Purchase Billgenerated in Ebizframe Purchase is used to update thefinance heads. • Ebizframe Fixed Assets: The fixed assets are definedin Ebizframe Finance and depreciation and overheads arecalculated for them. • Ebizframe Costing: The direct costs are allocated todepartments/ cost centers and this information isaccessed in Ebizframe Costing. • Ebizframe HR & Payroll for updating the salaryheads.

• Ebizframe Customer Care: The invoice raised updatethe finance needs.

• Ebizframe Equipment Maintenance: The maintenancebills raised update the finance heads.

In Ebizframe Finance, various accounts are created which arespecified under different groups. Transactions are carried outon these accounts. Ebizframe Finance provides the flexibilityof user-defined financial year. Budget is allocated for afinancial year and it is further split into monthly budgets foreach account in each department.

Voucher Entry Control is an important feature which can beused to control the numbering of all types of vouchers bydefining the Restart Basis (i.e., daily, weekly, monthly, yearlyor carry forward), starting number of voucher and themaximum amount allowed for the type of transaction.Ebizframe Finance provides a feature of on-line posting ofvouchers, which can only be done by an authorized user.

Multi-currency transactions are possible by defining one of thecurrencies as a base currency and specifying the conversionrates with respect to other currencies. There is also a provisionfor defining multiple companies. Transactions of multiplecompanies, which are defined in ebizframe SystemAdministration, can be recorded.

ebizframe


Annual Budget ReportYear to date Report

BankCheque StatusReports

ReconciliationStatement

Expenses ComparisonTDS

Form 16A StatusStatementsReturns

Excise Registers Cheque Printing Voucher SearchA/Cs RECEIVABLE

Customer ListDebtors LedgerCustomers OutstandingCustomers Ageing AnalysisTax Reports

Sales RegisterSales Register for registered

dealersStatutory Sales Tax Reports

A/Cs PAYABLESupplier ListCreditors LedgerSupplier OutstandingSupplier Ageing Analysis

REPORTSGeneral Ledger

Account WiseReference Wise

Cheque RegisterSub-ledger Trial BalanceTrial Balance

GeneralPeriod WiseMTD / YTD

Trading AccountProfit-Loss Statement

DetailedSummary

Balance SheetChart of AccountsChart of GroupsCash Flow Statement

ProjectionActuals

Unposted VouchersVouchers

AdvanceRecurred/ Reversed

UnpostedPosted

Posted (User Wise) Schedule 6

MISTrial BalanceProfit Loss

Ebizframe Finance provides the flexibility of user-definablerates for taxes and deductions excise and freight. EbizframeFinance calculates tax to be deducted at source (TDS)depending upon the percentage defined for the tax type andthe exemption permitted to the client Ebizframe Finance alsoallows generation of statutory sales tax reports.

Ebizframe Finance provides facility of defining parallel year.Parallel year is a period for which requisite data exists forgenerating reports like General Ledger, Trial Balance, P&LAccount and Balance Sheet.

While making voucher entries in General Ledger, data entrycan be reduced by using three features which have beenprovided:• Recurrent: To repeat the entry with a given frequency at

specified dates.• Replicate: To copy the entries of an existing voucher to

another voucher.• Reverse: To reverse the voucher entry, i.e., to make the

debit entry on the credit side and vice-versa at thespecified later date.

Commonly used narration can be defined and are available ateach transaction level through a mouse click.

A particular month or year can be frozen for making entries atany time without closing the financial year or the financialperiod. Also a new financial year can be opened andtransactions carried out for both the financial years. For allprevious year transaction, balances automatically gettransferred to the new year.

Receipt voucher for cash or bank can be made for any accountdefined in Ebizframe Finance. In case of a customer defined inEbizframe Sales, user can specify whether a receipt is againstan Invoice, or on account, or an advance is being adjusted.Similarly, payment voucher for cash or bank can be made forany account. For a supplier/sub-contractor defined inEbizframe Purchase, it can be specified whether payment ismade against the Purchase Bills, or on account, or as anadvance.

Credit Notes/Debit Notes can be issued against customers orsuppliers. This facilitates in compensating for any penalties orlosses incurred during business dealing. The various notesgenerate their own reports, which can be produced as adocument for verification.Important reports like General Ledger, Trial Balance, BalanceSheet and Profit Loss are provided exhaustively for all vcategories viz account wise, reference wise, cases and financialyear wise, groupwise and most importantly for v time framespecified by the user. The above reports are also shown on thebasis of fiscal year and as a consolidation of the parent and allits child companies.

MIS – provides a better-detailed view of general ledger, trialbalance and profit and loss statement.

Accounts Receivable manages all the receivables due fromcustomers efficiently. It allows instant access of the customers’record of payments and all invoices raised. Accounts Payableallows tracking of all payments and advances made to a given

ebizframe


GroupGeneral LedgerRatio Reports

Balance SheetCash FlowCurrent assetsCurrent Assets/ Current

LiabilitiesTop Supplier/ CustomerProgress of Capital

ExpenditureTrading AccountProfit & Loss Account

Consolidated ReportsGeneral LedgerTrial Balance

GeneralPeriod Wise

Profit and Loss Statement

Balance SheetFiscal Year Consolidation

Trial Balance Profit & Loss Account Balance Sheet

supplier, at any point of time.

ebizframe


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List of Options

DEFINITIONS AND LISTINGSHR and Payroll ParametersSalary ComponentsStatutory ParametersShift MasterLeave Attendance MasterFinancial YearPayroll CalendarPublic HolidayIncome Tax MasterInvestment MasterLoan Budget MasterProfessional TaxCompensatory Off ParametersDepartment Sub Department MasterBus MasterZone LocationRoute MasterHUMAN RESOURCE DEVELOPMENTManpower PlanningRecruitment

Advertisement detailsConsultant details

Data Bank Creation of data bank Evaluation of data bank Designation Combination Interview action Plan Pre Interview action plan Post Interview action plan Extension of Appointment advice Cancellation of Appointment advice Appointment Letter Direct RecruitmentTraining Institute Details Program Details Training Program Master Training Plan Training ExecutionReportsManpower RequirementAdvertisement response AnalysisInterview ScheduledEmployees JoiningTraining Analysis

PERSONNELPersonnel Administration Employee Details Leave Entitlement Loan Advance Pre loan/Advance activity Post loan/Advance activity Employee PFI ESI DetailsInduction Induction Program

Ebizframe HR and Payroll has been divided into various areas:• HRD (Human Resource Development)• Personnel• Organization• ARS (Attendance Recording System)• Payroll• Income tax Human Resource Development The most valuable assets of any organization are itsemployees. Ebizframe HR and Payroll helps an organization toselect suitable employees. Manpower requirement is definedfor a particular year, period, zone, department, skill,designation, grade and qualification. Recruitment takes placethrough advertisements or consultants. The data of candidatesis stored in data bank for future reference. Interviews are scheduled and the short-listed candidates aresent interview call letters. Once the interviews are conducted,selected candidates get an Appointment Letter on the basis ofan Appointment Advice. It is also possible to extend or cancelthe appointment advice. Direct recruitment of candidates,without conducting interviews can also be done. In such casesan Offer Letter is generated. The induction program enables acandidate to undergo essential training that is arranged by theorganization. Training Program is conducted for employees of theorganization. Details of various institutes where employees ofthe company are sent for training are maintained. Theprogram details are also recorded. Personnel Personnel option takes care of activities related to existingemployees of the organization, starting from PersonnelAdministration, Probationer’s Evaluation, transfer, andappraisal to employee’s separation. A record of temporarystaff and contractors is also maintained. Personneladministration keeps a track of personal details, leaveentitlements, Loan/advance details, PF and ESI details of allthe employees. Leave entitlements for each leave type withrespect to every employee can be tracked. Based on theseentitlements leaves are given to the employees. Loan activityinvolves two phases :

* Pre-loan activity * Post-loan activity

These activities keep a track of loan sanctioned, interestamount and deductions; in order to compute the salary. Probationer’s Evaluation records the performance andrecommendation of probationers. Appraisal of employees isbased on their performance and rating. Personnel option alsomaintains the Promotion details, Increment Details, Separationdetails, Settlement details and Exit Interview details of all theemployees. OrganizationThis incorporates preparation of the structure of theOrganization, reporting structure of employees of theOrganization. The employee hierarchy can be viewed based ondesignation.

ebizframe


Induction ChecklistingProbationer’s EvaluationSeparation Acceptance letter Settlement Details Exit Interview Details Employees Gratuity Employees Super-AnnuationTransferAppraisalPromotion Salary IncrementTemporary StaffContractorReports Leave Status as on date Employee Address List Employees Personal information Employees Personal detailed

Information Employees service Record Employees Leaving Manpower registry Employees Gratuity

OrganizationPrepare Organization ViewReporting StructureView OrganizationOrganization Chart

ATTENDANCE RECORDING SYSTEMShift Employee MasterShift RosterShift Roster ModificationEmployee CalendarManual AttendanceFull AttendanceUpload AttendanceDepartment Wise ACOEmployee Wise ACOLeave DetailsReports Absentees list Department wise absenteeism Absenteeism data for gradepromotion. Daily Attendance Shift Roster Statutory Attendance Register each half wiseLeave form – 16Dept. wise

PAYROLLGrade Wise Salary Structure

Salary Component wiseGross Salary wise

Designation Wise Salary StructureLocation Wise Salary StructureEmployee Wise Salary Structure Salary component wise Gross salary wiseGrade Wise Loan Structure

Attendance Recording System This system captures attendance related details of the entireorganization. The user can assign shifts to employees, and cangenerate shift roster and employee calendar. Additionally ShiftRoster can be modified at the middle of the month. There isalso provision for recording manual attendance andmaintaining department-wise and employee-wise advancedcompensatory offs. Leave details are also recorded. It is alsopossible to upload attendance from standard punch cardmachines. Payroll Ebizframe HR and Payroll allows execution of payrollefficiently and accurately with minimum data entry andcalculation time. Payroll also takes care of the pay scalesdefinition, salary processing, attendance-related arrears, bonusand Medical Reimbursement. Details of Income tax can berecorded. Pay slips, Pay Registers and standard PF and ESIreturns can also be generated.Once the earnings, deductions and allowances for the entireorganization have been defined in Definitions option, grade,designation and location-wise pay scales can be defined. Salary Processing of each month can be started once Pre-Payroll activity is completed. Pre-Payroll activity involvescalculation of final attendance for a month. Salary is computedon the basis of final attendance for a month. Salary Processing also covers arrears detail and loaninformation and other deductions. Salary processing is donefor a particular month, year and category of employees. In case of an error in salary computation ebizframe HR andPayroll also gives the option of executing the Payroll processagain. However the Payroll process cannot be re-executed oncethe salary has been posted. The posted salary is reflected inebizframe finance.

Income TaxIncome Tax is a mandatory statutory requirement. At thesame time, manual calculation of income tax is timeconsuming, ebizframe HR and Payroll helps you to calculateincome tax of an employee by defining the following:• Salary components• Basic Salary components• Various perks offered grade-wise and employee-wise• CLALTA details grade-wise and employee-wise• Employee investments• HRA details

.

ebizframe


Overtime Allocation Gradewise Designationwise Departmentwise Employeewise OT ProcessingArrears Arrears Day CalculationPre Payroll Activity Final Attendance Register Summary Attendance Pre Salary Procedure Periodical AllowanceSalary Processing Process Salary Post SalaryBonus detailsFull and Final Salary Processing Pre Salary Procedure Salary ProcedureLeave Encashment Leave Encashment Parameters Employee’s Leave EncashmentMedical Reimbursement

Grade wise MedicalEmployee’s Medical LoanEmployees Medical Claim

Grade wise Bonus Processing

REPORTS Salary Slip Salary RegisterFull & Final Full & Final Register Full & Final StatementESI ChallanMonthly Gratuity StatementPF ChallanEPS Reports EPS 5 EPS 6 EPS 7 EPS 8

Extra Work Extra Work Daywise Extra Work Statement Extra Time hours other than SundayWorkingLoan Statement Monthly Loan Statement List of guarantees List of guarantors Loan Statement Employee Loan Checklist Loan Category wise Employee Loan Checklist Category Wise Employee Loan Checklist Category loan wiseLabel PrintingGratuitySuperannuationPF Reports

ebizframe


Monthly PF Form 6A Form 5 Form 3A Form 9 Form 10 Form 12 A Form 2ESI Reports Monthly ESI Form 6 Form 7Grand Salary Summary Category Wise Gradewise Payment StatementsIncomeTax Reports Income Tax Register Tax Computation Reports Form 16 Form 24Bonus Reports Bonus Register Bonus List

MISAt a Glance profileTemporary Staff ListingSettlement casesEmployees Birthday listWedding AnniversariesEmployees due to retireCompany AnniversaryExperience, Qualification, Skill AnalysisManpower Category wise Employee Type Wise Grade Wise Man Power Summary Man Power List Total Working HoursEmployee List ( for medical purposes)Transport DetailsPlanner

INCOME TAXDefinition Basic Salary Perk Company Lease AccommodationLTA Year Block Carry ForwardHRAPerk Gradewise EmployeewiseLTA Gradewise EmployeewiseInvestment EmployeewiseTDS

ebizframe


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List of Options

DEFINITIONS AND LISTINGSCost CenterProjectGroup & LineRates DescriptionMan-hour/ Overhead RatesFormulaeCategory and Sub-Category

TRANSACTIONSAllocation of ExpensesBudget/ Forecast AnalysisProject Forecast

REPORTSProject Forecast Detailed SummaryMulti-Domestic ReportMonthly Reports (YTD)Order SaleOrders ReceivedOrders Received Contribution Margin Department WiseConsolidation of Projects

Ebizframe Costing aims at systematic analysis and estimation ofexpenses to ascertain the unallocated costs associated with aproject in an organization. Information regarding cost wouldenable the management to know where to economize on costs,how to fix prices and how to maximize profits.

Ebizframe Costing is integrated with Ebizframe Finance. InEbizframe Costing, various cost centers are defined, for whichproject-wise direct allocation of expenses is done in EbizframeFinance.

Allocation of expenses can be done as follows:• Direct allocation of expenses: In Ebizframe Finance,

expenses are allocated to various projects under differentdepartments/cost centers at the time of voucher entry.

• Indirect allocation of expenses: In Ebizframe Costing,expenses are allocated to various projects through a costcenter as an amount or as percentage of the actual cost oron the basis of a formula.

Ebizframe Costing provides the flexibility of user-definedreports. In Ebizframe Costing, a cost sheet is defined which iscomposed of Groups and Lines. The groups and accountsdefined in Ebizframe Finance are assigned to the groups andlines defined in Ebizframe Costing. These Groups and Lines areused to specify the criteria for generation of reports inEbizframe Costing.

Ebizframe Costing allows an organization to define its ownman-hour rates. Various formulae can be defined for costingbased on these man-hour rates.Ebizframe Costing compares the budgeted cost for a particularproject with the forecasted cost and also with the actual cost(allocated directly during voucher entry in Ebizframe Finance).Forecasting can be done either monthly or annually.

ebizframe


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List of Options

DEFINITIONSCompanyStateStock ExchangePublic IssueMember

Member StatusMember MasterUpdate Member MasterUpdate Cease DataShare LockSignature Scan

DeclarationsBonus ShareDividendRights Issue

TDS EntryBook Closing DateMeetings

Share TransferAGM

Other Parameters

TRANSACTIONSCorrespondence

ReceiveUpdateLetterReports

Periodic Correspondence ReportsPending Correspondence ReportsPostal ExpenditureLetter Printing

ShareMarket PriceTransfer

Transfer Request EntryTransfer ExecutionStop TransferTransfer Date ChangeRelease TransferSummary

SplitTransmissionConsolidationDuplicate ShareCall MoneyRights IssueAGM AttendanceForfeit ShareReports

Bonus Share AllotmentConsolidated Share ReportDuplicate Share ReportCall Money LedgerRights Issue AllotmentSplit Share ReportTransmitted Share

Ebizframe Shares handles all transactions of a companyrelated to shares. Ebizframe Shares maintains personal, bankand certificate details of all shareholders (members). Newmembers are also added either when the shares aretransferred or the company brings out a new public issue.

Ebizframe Shares maintains all correspondence receivedfrom members. On receiving any correspondence, it updatesthe correspondence and generates a response letter.

Market price of shares on any day in various stockexchanges is tracked. Ebizframe Shares also handlestransfer, split and consolidation of shares. Shares can betransferred to an existing member or a new member. Issuingof duplicate shares, transmission and forfeit cases are alsohandled. If the company decides to declare dividendsagainst the share, then Ebizframe Shares calculates thedividend amount based on pre-defined interest rates andtime periods.

Ebizframe Shares captures the details of bonus shares,dividends and rights issue that the company may declare.Details of attendance of Annual General Meetings andmeetings for share transfer are also recorded.

Signature Scan is an important feature through which thescanned signature of each member can be stored along withthe other details. In all transactions with the member, thesignature is checked against the previously stored signature.

Ebizframe Shares also prints share certificates, endorsementslips, dividend warrants, mailing labels and signature cards.

ebizframe


Forfeited Share ReportStop Transfer ReportRelease Transfer ReportTransfer RegisterAttendance RegisterProxy Register

DividendTax Exemption EntryStop Dividend WarrantsDividend CalculationReports

Dividend DistributionDistribution ScheduleDividend Statements (Folio wise)

For Fully PaidFor Partly Paid

Dividend Statements (City wise)For Fully Paid For Partly Paid

Income Tax Exemption

Secretarial PrintShare CertificateEndorsement slip Back FrontDividend WarrantMailing Labels Folio Wise City WiseSignature cardBlank Signature card

REPORTS AND MISFully Paid ShareholdersPartly Paid ShareholdersPresent ShareholdersPast ShareholdersCategorized ShareholdersMembers’ Register

SummaryShares StatusDetail

Folio wiseName wise

Member LedgerMissing Detail List

Missing Pincode ListMissing State ListMissing Bank Detail List

Shareholders For A CityCity wise ShareholdingHolders Between RangeDaily Quotation ListTop Shareholders

Number wisePosition wise

Distribution SchemeAnnual Return Note Shares Held At AGM Transfers After AGMEquity Share Capital Breakup

ebizframe


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List of Options

DEFINITIONS & LISTINGS

Asset TypesOpening BalancesSetup AssetsCompany

TRANSACTIONS

ProcessingAsset depreciation Company Law Income TaxAsset Transaction

REPORTS

Asset RegisterAsset ValueDepreciationAsset Depreciation Company Law Income TaxAccumulated Depreciation

Assets are a large investment for any organization. EbizframeFixed Assets aims to assist an organization in keeping a trackof its fixed assets. Ebizframe Fixed Assets efficientlydetermines the current value of all existing assets of anorganization. It is possible to access immediate informationrelating to any asset.

Ebizframe Fixed assets is linked with :• Ebizframe Inventory as the asset details of the items is storedin the item master.• Ebizframe Finance, fixed assets are defined as a schedule.The depreciation value is calculated taking into account thevarious overheads.

Various types of assets can be defined as per userrequirements, e.g., Plant, Machinery, Land, Building, etc.Depreciation percentage is user-defined as per the CompanyLaw and Income Tax requirements. Depreciation can becalculated as often as necessary. Two flexible methods forcalculating depreciation as per the Company Law are asfollows:

1. Straight Line Method (SLM)2. Written Down Value method (WDV)

The depreciation percentage for a particular asset is user-defined and can vary according to the extent of utilization.

Fixed Assets also keeps track of increase and decrease in thevalue of various fixed assets as a result of buying new assetsand selling or scrapping of assets.

Accumulated Depreciation is an important feature ofEbizframe Fixed Assets. It reflects information regardingdepreciation of a fixed asset over a time period. It is alsopossible to view depreciation according to Company Law andIncome Tax requirements.

ebizframe


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List Of Options

DEFINITIONS and LISTINGSEngineering Training MasterOther Parameters

TRANSACTIONSInternal Work OrderI & C RequestI & C ExecutionCustomer Complaint RequestCustomer Complaint ResponseCustomer Complaint AssignmentField Service VisitWork Order SchedulingWork Order ExecutionInvoice GenerationAnnual Maintenance Contract

REPORTSComplaint Request CCR Report Customer Complaint Act. form Complaint Register Period Wise Offsite/onsite requests Number Wise Offsite/onsite requestsComplaint Assignment Engineer Wise Product Wise Period Wise Number WiseComplaint Schedule Period Wise Number Wise

Work Order Scheduling Period Wise Number WiseWork Order Period Wise Number WiseAverage Resolution timeCustomer Complaint Response ChallanWork Order Execution Period Wise Number WiseVisit Details Engineer Wise Customer Wise Period Wise Number Wise Field Service ReportI & C I & C Request Form Summary DetailAMC AMC Form

The responsibility of the organization does not end with thesale of a product. Installation and Maintenance of the product isrequired in many cases. Ebizframe Customer Care enablesstreamlining of these activities.

Ebizframe Customer Care integrates with the followingmodules:• Ebizframe Sales from where it gets information about the

customers and sales order of the company.• Ebizframe Inventory from where it gets the spares issued

for maintenance.• Ebizframe HR and Payroll for getting the information

regarding the service engineers in each department.• Ebizframe Finance as the invoices generated in Ebizframe

Customer Care are used to update the various accountheads.

After receipt of a sales order, sales department assigns a uniqueInternal Work Order Number to each installable item in theorder. This internal work order number becomes the basis forinitiating the installation and commissioning activity. Salesdepartment prepares an Installation and Commissioningrequest and sends it to the Customer Care department. Therequest indicates whether a site survey is required beforeinstalling the system. Execution of Installation andCommissioning request records the completion of Installationand Commissioning activity. Warranty Period starts with thecompletion of this activity.

Ebizframe Customer Care also keeps a record of warranty andor annual maintenance contract (AMC) of customers. Whenevera customer complaint request is received it is registered againstwarranty or annual maintenance contract (AMC); otherwiseservice is provided on a billable basis.

In all those cases where the sticker pasted on the back of theitem under warranty or AMC is tampered with or torn, thecustomer is billed. Customer Complaint AcknowledgementForm becomes due after 48 hours of the complaint beingreceived. Ebizframe Customer Care tracks whether theAcknowledgement Form is generated within this period or not.The service engineers are trained in particular items. Whenevera customer complaint request is received, then a customersupport engineer is selected depending on the item for whichthe complaint has been lodged.

Ebizframe Customer Care keeps track of total visits made by anengineer to a customer site and details of these visits can beviewed at any point of time. Whenever the number of visitsexceeds the contracted number of visits (permitted as perwarranty/AMC), the visits become billable. Also, the user canenter details of spares replaced during visits.

If the complaint is not closed at the customer’s place and thereis need of repairs at shop floor or workshop then the defectivepart or item is brought to the workshop for repairs. Work orderis raised at this point. Scheduled date, by which the repair workstarts, can be specified. After the repair is over the work order isclosed internally. Once the repaired part has been delivered to

ebizframe


Call Attended Call Pending Renewal Work done in duration

Customer wiseCustomer complaint closure challanInvoice PrintingSpare Status Report

the customer the complaint is closed and work order is said tobe externally closed.

Ebizframe Customer Care provides invoice generation also. Aninvoice can be generated for:• Billable visits against a particular complaint number.• Billable spares replaced during the visits.• Complaints for which tampered status was true.• Complaints that were not under warranty or AMC.

ebizframe


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List of OptionsDefinitions- Company Master- Language Master

Security- Change Password- Users- Roles

Reports- Users Listing- Modules Listing- Roles Listing- Menus Listing- Users Listing

The Supervisor/Administrator can create as may Users andRoles as desired.

The roles can be defined specifically according to requirementsby enabling the required modules and their respective menuoptions and disabling the rest. This restricts a user from usingany option for which he doesn’t have the privilege.

A single role can be assigned to any number of users. Moreover,a single user can be assigned a different role for each branch towhich he is given access.The Head Office Administrator can change the password forusers at any time.

Once a user logs with the username and password assigned tohim the user name is imprinted on all the transactions postedby him in finance as well as in other modules.

Since ebizframe supports printing of amount in words indifferent languages, this can be defined in ebizframe systemadministration.

Ebizframe System Administration keeps and company createsbranches and defines users and roles giving access rights todifferent modules and menu options in these branches.

ebizframe


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List of Options

Sales

Purchase

Inventory

Finance

HR & Payroll

Ebizframe EIS gives critical management levelinformation related to different departments likesales, purchase, inventory finance and HR & Payrollas any date. Important sales related information likeregion wise orders and order values for the day,week and month. Also the info about top 5customers and top 5 moving products is available.Similarly for Purchase, the no. of orders and theorder value for the day, week and month and thevalue of purchases for the month and year can beseen. The info about the top 5 suppliers is alsoavailable.The EIS for inventory gives the total stock value,consumption and despatch details and info about top5 fast moving and top 5 slow moving items.Info about the actual and projected cash inflow andoutflow for the day, week or month is available inEIS-Finance. Also available here is info about totalrevenue and expenses and the top 5 cash and bankbalance accounts and top 5 outstanding customersand suppliers.EIS-HR & Payroll gives the info related to HR &salary of the employees. The total number ofemployees, new joinees, retention in the month canbe seen here. The actual and budgeted amount forsalary can be compared. Also the birthdays andanniversaries of employees with current month canbe seen here.

ebizframe


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List of Options

DEFINITIONS & LISTINGSMachine masterShift masterMachine wise shift masterProduction Calendar masterReasons master

TRANSACTIONSJob CardQuality control DocumentLine rejection noteMaterial return note(MRN)

REPORTSPeriodic Reports Periodic Material Requirement Period wise Process wise production Periodic Material return report Periodic Line rejection report Period wise consumption

Daily Reports Daily Production Daily Consumption Daily downtime report

Monthly Reports Monthly CumulativeProduction Monthly down time report andefficiencyWork in ProcessJob Card Pending Completed

Next processes After a ShiftOffline Reports

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User Area

Ebizframe Production helps in recording the details ofvarious production processes.

Ebizframe Production is linked with :

• Ebizframe Production planning as the production workson the basis of daily plan / monthly production schedule ofproduction. The job card is issued for the process wheregoods are produced machine wise.

•Ebizframe Inventory as the inventory handles all thetransactions regarding raw material i.e. the issue and returnof raw material. Production department delivers the semifinished and finished goods to inventory.

Ebizframe Production keeps a track of the machinespecifications that are used in the production process likemachine capacity, machine efficiency, etc. Shift masterrecords the working hours of every machine and productioncalendar reflects the working schedule of machines. TheProduction department can also record machine down timereason. Issuing Job Card for the production of an item triggers offEbizframe Production. The Job Card stores the actualquantity produced against the planned quantity. After theproduction, a quality check is done and its information isstored by specifying the rejected, reworkable and acceptedquantities. Ebizframe Production allows the monitoring of the rejectedmaterials also. A Line Rejection Note (LRN) is issued in caseraw material is rejected or requires rework. Excess materialis returned to Inventory by generating a Material ReturnNote. Ebizframe Production also enables the ConsumptionProduction and Downtime analysis.

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List Of Options

DEFINITIONS & LISTING

Process MasterBill Of MaterialOverhead definition

TRANSACTIONS

Material Requirement planMonthly Production Schedule(MPS)Finalize MPSRevoke MPSDaily Plans

REPORTS

Daily Process reportMonthly Production ScheduleProcess wise VarianceRaw Material Consumption AnalysisMachine Utilization AnalysisProcess-wise machines

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User Area

Ebizframe Production Planning helps an organization toplan out production with optimum utilization of all theavailable resources like raw material, workforce, electricity,machines, etc. Planning also occurs on the basis of lead-timeand cost factor.

Ebizframe Production Planning is linked with :• Ebizframe Sales: The sales department gives theproduction advice every month to the production-planningdepartment and scheduling of orders takes place.

• Ebizframe Inventory: For getting details about inputs liketheir availability time for processing.• Ebizframe Purchase: For generation of process requisitionsfor sub contracting and purchase requisitions.

• Ebizframe Production: It picks up machine relatedinformation from here for its processes. The details of shiftsand production calendar for the machines is also available inebizframe production.

Ebizframe Production Planning process is a conversionfunction where inputs are transformed to outputs and by-products. Inputs include raw material and semi-finishedgoods whereas outputs may be either semi-finished orfinished products; their combination leads to a finishedproduct. Process can be of two types:• In-house process where production can take place at the

production floor of the organization.• Outside process where the material is sent out of the

factory to the sub-contractors.

Bill of Material (BOM) is defined for each product. Itcontains processes involved in Production cycle of theproducts along with inputs, outputs, by-products andoverheads. Production cost of an item can be calculated bydirect and indirect costs. Direct cost defines the quantity andvalue of raw material required for the production of eachitem. For indirect cost overhead charges like electricity, laboretc., can be defined. On the basis of the Production Advicethat is prepared by the sales department and which is basedon the sale orders, Material Requirement Plan (MRP) isgenerated.

In MRP, feasible quantity is calculated against the advisedquantity for production, taking into account various factorslike machine capacity, efficiency, production calendar, shiftdetails, BOM, Raw material availability, lead time, etc.Production priority can also be defined if production advicecontains more than one product.

On the basis of the MRP a Monthly Production Schedule(MPS) is generated. MPS displays a machine allocation chartfor the month indicating the allocated and unallocated daysfor the working of the machine and also the non-workingdays. MPS also gives the shift-wise Job Card for any day ofthe month on any machine. After the finalization of MPS,raw material is automatically reserved in the stores for theprocess. A purchase requisition is generated for thepurchase department in case of inadequate stock. Also

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process requisitions are generated where subcontracting isrequired. In case the MPS is not finalized then it is revokedand a fresh Production Advice is prepared and the wholecycle runs again.

Daily Plan can be generated for any product on the basis ofmachine, shift and day. Analysis on account utilisation andraw material consumption can be done.

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List of Options

DEFINITIONS & LISTINGSService providersOther parametersService provider service relationContract detailsPreventive Maintenance Schedule

TRANSACTIONSMaintenance requisitionRFQService provider quotationJob orderAdhoc job orderJob order execution Service Provider Preventive MaintenanceMaintenance scheduleMaintenance bill

REPORTSJob orders Pending Completed CanceledJob execution detailsMaintenance type wise specific Service

provider Service provider wise maintenance

typeOutstanding RFQ’sExpected services Period wise Resource wise Service provider wiseService provider quotationGroup wise maintenance type wise serviceproviderMaintenance History Machine GroupStock Issue Register

MISJob order status Summary DetailRequisition statusRequisitions not converted into joborders

Ebizframe Equipment Maintenance helps an organization tomaintain its fixed assets defined in Ebizframe Inventory.Equipment Maintenance keeps a track of the warrantyactivities, claims, equipment utilization, maintenanceschedules, breakdown maintenance and maintenance bills.

Ebizframe Equipment maintenance is linked with:••Ebizframe Inventory: The serialization of fixed assets andthe requisition of spare parts along with the gate passspecifications is maintained here.•Ebizframe Finance module: An account of service providersis maintained here. Journal voucher entries related tomaintenance bills are also maintained here.

In Ebizframe Equipment Maintenance, various services andservice providers are defined. The service cycle is triggeredoff with a Maintenance Requisition from any department.Sending Request For Quotations (RFQ) to the serviceproviders follows this. In response, service providers sendtheir quotations, and based on these quotations, a serviceprovider is selected. Job Orders are generated for selectedservice providers. In case of an immediate requirement, an Adhoc Job Order isgenerated. In this case the service providers are directly giventhe Job Order, with the elimination of procedure for invitingquotations (RFQ). After the generation of Job Order, JobOrder Execution takes place, keeping the maintenancepriorities in mind. Maintenance Schedule keeps a track of asset’s maintenancedetails, maintenance type, last date of maintenance andscheduled date of maintenance. Maintenance Bills are generated for the job orders.

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Asset maintenance scheduleService provider analysis Rate analysis

Service days AnalysisProj. Preventive Maintenance Schedule

Consolidated Reports

Asset Maintenance Schedule Stock Issue Register