2. What is ERP? “ An initiative launched by organizations to better manage all enterprise-wide business processes using a common integrated database and shared data management applications and reporting tools.”
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4. Basis For the Development of ERP (An Example) ACCOUNTING PURCHASING PRODUCTION LOGISTICS SALES Customer Order
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8. Evolution of ERP SAP R/3 Approach WF (Work Flow) IS (Industry Solutions) PS (Project System) CO (Controlling) AM ( Fixed Assets Mgt) FI (Financial Accounting) R/3 Client / Server MM (Materials Management) PP (Production Planning) SD (Sales & Distribution) PM (Plan Maintenance) HR (Human Resources) QM (Quality Mgt) NOTE: The approach allows for the “linking” of applications from SAP business partners – 3,000 business partners world-wide
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11. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Help Desk Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample PeopleSoft System
12. Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service CRM Modules Sample CRM System ----------------------- Marketing, Sales, Customer Support, and Telemarketing
14. Billing Order Management Inventory Purchasing Supply-Chain Modules SCM often includes Planning Modules to forecast Sales Demand, Inventory Demand, Global Logistics Demand Planning Inventory Planning Enterprise Planning
15. General Ledger Payables Receivables Asset Management Expenses Financial Modules Sample Financials ------------------------ Receives feeds into AR, AP, GL to provide reports, Also manages Assets
16. Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Enterprise Data Warehouse Global Data Repository ----------------------- Holds data from all corporate systems, provides several ways to deliver corporate reports, often provides detailed analytics, and detailed KPIs.
17. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 1 Initiate a Marketing Campaign
18. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 2 Campaign generates Sales Volume handled by the Sales Channels directly, or through Telemarketing
19. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 3 Sales Order is captured and processed by the Order Capture module
20. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 4 CRM, through an interface, sends the Sales Order to the Supply-Chain Order Management module
21. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 5 Through integration, Inventory is asked to pick/pack/ship the Order to the Customer
22. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 6 Inventory will automatically generate a sourcing request for more Product as needed
23. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 7 Additional Product processing (PO, receipt, adjustments) will be controlled by Purchasing, Paying for Product is handled by AP
24. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 8 Shipped Orders will be invoiced through the Billing module
25. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 9 Collecting payments on invoices, past due balances, and fees will be controlled by Receivables (AR)
26. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 10 Many modules send financial transactions through to the General Ledger for reporting
27. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 11 After shipping, Order Management will keep CRM updated to reflect Customer activity
28. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling Sample Flow of Data – Step 12 Periodically (perhaps Monthly) data from all systems is transferred to the Data Warehouse
29. General Ledger Payables Receivables Billing Order Management Inventory Purchasing Order Capture Support Marketing Sales Back Office is Financials and Supply-Chain combined Basic CTI Framework connects to PBX (phone) Basic ERP & CRM System CTI Interface Tele- Marketing Support module handles all Customer Service
30. General Ledger Payables Receivables Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Web & On-Line Take existing PeopleSoft functionality to the web without re-inventing the wheel
31. General Ledger Payables Receivables Asset Management Expenses Billing Order Management Inventory Purchasing Order Capture Support Self-Service CTI Interface Support On-Line Marketing Marketing Tele- marketing Sales Order Capture Self-Service Help Desk Enterprise Warehouse Enterprise Scorecard Customer Scorecard Customer Behavior Modeling PeopleSoft Modules: Financials , Supply Chain , CRM & EPM
