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Sales & Distribution ModuleERP User Training
GANDA ERP PROJECT |
Content
1. Introduction
2. Cut-off plan
3. How to access ERP system
4. Sales
5. Distribution
2
GANDA ERP PROJECT |
Objectives & Expectation
• Pelatihan ini akan memberikan pemahaman tentang operasional penggunaan system ERP untuk modul Sales & Distribution
(This course will enable you to gain an understanding in Sales & Distribution module in the ERP System).
• Meningkatkan pemahaman tentang aliran proses bisnis dan fungsi support yang lainnya (To gain an understanding on Business Process Flow and other relevant supporting functions).
• Peserta dapat melakukan transaksi Sales & Distribution di Sistem ERP (Participants able to perform Sales & DIstribution transaction in the ERP system).
GANDA ERP PROJECT |
Planning for Cut-off and opening balance in new system
4
Object
Cut off date (Stop Using
Legacy System)
Person In ChargeInput way
DescriptionAction Date (Start
date using new system)
Document Prepare
Basic Data- Item Master- Vendor Master- Customer Master
Dec.20 - Item Master: Munif (Andi/Arik)- Vendor Master: Andrew (Andi)- Cust Master: Daniel (Frans)
Import If have new data request after Dec 20, need to type in New system againNote:Tgl 20 jam 13: Stop buat data di Sistem Lama jam 13: Tarik data lama, re-format di table baru dan upload ke system baru
Dec.23 Old / New Code Mapping Table- Item Master- Vendor Master- Cust Master
S/O Dec.30 - Stevanie (Frans) Typing 1. not allow Open D/O to new system 2. D/N must all finish before Dec 31(as possible)3. Customer Support Should finish open S/O check before Jan 1Note:Tgl 30 jam 16 : Pembuatan SO di sistem lama ditutup SO terakhir agar segera dibuat DO nyaTgl 31 : Diharapkan semua DO bisa diselesaikan semua sampai DN
Dec. 31 S/O,D/O
Old / New SO mapping List
Finish Goods W/H Dec.31 - Ita (Arik) import 1. Stock taking Qty Dec 25 + movement Qty =open Balance put -in in new system at Dec.27 2.Jan.10 provide real Qty the end of 20133. W/H keeper need to finish Qty check in new system before Jan 12Note:Tgl 27 Dec: data stock di semua WH diterima tim MIS untuk dimasukkan di sistem baru (data hasil stock take + estimasi movement Qty s/d 31 Dec)Tgl 10 Jan paling lambat, real data stock qty end 2013 harus sudah dimasukkan untuk merevisi data sebelumnya dan pastikan semua di check kebenarannya sebelum 12 Jan
Jan.1 Before this, Item Master, W/H, Location basic data should be ready
GANDA ERP PROJECT |
Jan-01, 08:30 1.Upload Draft Cut Stock into ERP2.Starting to entry Outstanding PO,SO/DO & into ERP System3.Dec-2013 AR/AP/NM Open item 4. Start Month-End Closing in Existing Sys
Jan 06, 08:301.Entry AP/AR /NM/FA open items ERP2.Cost Calculation in existing system
25Wen
26Thu
27Fri
30Sat
31Tue
02Thu
03Fri
06Mon
07Tue
08Wen
09Thu
10Fri
13Mon
01Wen
Open Balance Migration and Transition Timeline Dec 25 1.Stop PR creation in existing sys (Create PR in new system by Dec 26 for 2014) 2.Stop GR in existing sys (except urgent goods/mat’l)3.Spare Stock taking Date (@25-Dec)
Fiscal Year Cut @ Dec 31 18:001. Stop G/R, G/I & latest Cement Delivery
Jan-14, 18:00 1.Finished Month-End Process in Existing System
Jan-15, 08:30 1.Entry Trail Balance to ERP Open Period2. Start ERP FIN Modules Opening Process
14Tue
15Wen
Dec 27 1.Raw material, WIP Stock Taking (@27-Dec)2.Finished Good Draft Open Qty
Dec 301.Stop PO in existing Sys (@Dec-30 18:00)2.Stop DO/SO in existing sys (@ Dec-30 18:00)
it can be early if is possible
Around 25/12, potentially there is gypsum coming in
Kupang
Note from meeting
GANDA ERP PROJECT |
ERP Database Landscape
Untuk Latihan
Untuk Transaksi sebenarnya – Pilih sesuai dengan Perusahaan
GANDA ERP PROJECT |
LOGIN to ERP System
Buka Internet Explorer dan Ketik http://10.10.10.5/tiptop.html
Tekan icon ini
Note: system ini hanya bisa dioperasikan di dalam jaringan internal Group Cemindo Gemilang
GANDA ERP PROJECT |
Klik di “Allow”
GANDA ERP PROJECT |
Masukkan User
account anda
User password
awal adalah12345
GANDA ERP PROJECT |
ERP Login – Select The Company Code
GANDA ERP PROJECT |
ERP System Entrance
3. Edit My Favorite to add programs into a Drop-Down list
GANDA ERP PROJECT |
How to start the program
1. Start Menu
2. Key-in Program ID3. My Favorite
4. Flow Chart
5. Ctrl+G (Hot Key)
GANDA ERP PROJECT |
Content
1. Introduction
2. Cut-off plan
3. How to access ERP system
4. Sales
5. Distribution
13
GANDA ERP PROJECT |
High Level Process flow of Sales
14
Quotationsaxmt360
Customer Application
axmi221
S/Ccxmt300
S/Ocxmt400
D/Ocxmt410
P/O
• Send Quotation to Customers
• Response by Salesman, confirm by Manager
• axmt360
• Customer Registration on the system
• Customer Application(by Sales man)->Approval process->Data Center(for Coding)->back to request people for detail info
• Axm250->axmi221
• Creating Sales Contract, create and confirm by Salesman
• Creating Sales Order (source: it can be from S/C and P/O)
• Create and Confirm by Salesman or Customer
• Creating Delivery Order
• Create and Confirm by Salesman or Customer
Price Tableaxmi140
• Response by Salesman, Confirm by Manager
S/C Amendment
cxmt301
D/O Amendment
cxmt800
S/O Amendment
cxmt801
GANDA ERP PROJECT | 15
Data assumption
1. Transporter : ANP (SU00025)2. Loading Plant : Warehouse Sentul (F01-4-03)3. Unloading region ID : Kota Jakarta Barat (102)4. Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 2195. Type of truck : 08T-Bag; 32T-Bulk6. Product : 1505-000001/…..2 / …..3 / ……4 / …..137. Customer : CU00001 / ….74 / ….758. Transport mean : LOCO, FRANCO
Note:Pada saat membuat DO tidak perlu memasukkan Loading
GANDA ERP PROJECT |
Content
1. Introduction
2. Cut-off plan
3. How to access ERP system
4. Sales
5. Distribution
16
GANDA ERP PROJECT | 17
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT | 18
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Freight Master Data (cpmi001)
19
GANDA ERP PROJECT |
Practices / Exercise
1. DISPATCH MAPPING (cxmt460)
a. DO02-131200058b. DO02-131200059c. DO02-131200060
Data assumption:• Transporter : ANP (SU00025)• Loading Plant : F01-4-03 Warehouse Sentul• Unloading region ID : 102 - Kota Jakarta Barat / 103 - Kota Jakarta Timur • Unloading Place ID : 002 – Kota Jakarta Barat / 005 – Kota Jakarta Timur• Type of truck : 08T-Bag / 32T-Bulk• Product 1. :
Item No : 1505-000003Item name : FG: CEMENT PCC - MP BAG 40KGItem Spec : Cement PCC - BAG 40KG - MP 3 PLY KRAFT
• Product 2. : Item No : 1505-000004Item name : FG: CEMENT PCC - MP BAG 50KGItem Spec : Cement PCC - BAG 50KG - MP 3 PLY KRAFT
a. Product 3. : Item No : 1505-000001Item name : FG: CEMENT PCC - BAG 40KGItem Spec : Cement PCC - BAG 40KG - 1 PLY WOVEN, INLAND
20
GANDA ERP PROJECT |
1. Dispatch Mapping - cxmt460
21
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GANDA ERP PROJECT |
Delivery Schedule Notification Created from system and send to transporter by email/fax
23
example
GANDA ERP PROJECT | 24
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Main Gate Registration - cxmt480
25
Incoming truck should bring formal Document from their company with consist of DO number•Select : Query •Click Issue Status and Select : 0. New•Click: Accept
GANDA ERP PROJECT |
Main Gate Registration - cxmt480
26
• Select DO number on the list and tick on provided box• Click – Accept and Click - Register
GANDA ERP PROJECT |
Main Gate Registration - cxmt480
27
• Key in Truck ID Truck ID and Driver ID must be registered in the systemIf not registered then must be register on “apmi600”
GANDA ERP PROJECT |
Truck ID and Driver ID registration – apmi600This function only for Truck ID and Driver ID registration for existing TransporterFor new transporter registration should notify to Data Centre (MIS)
28
GANDA ERP PROJECT | 29
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Loading Notice - cxmt610
30
• Key in Truck ID and Accept• Entry Loading position id, Shift No. • Tick on the provided box if uses Weigh control (Truck Scale)• Confirm and Loading Notice Printed-out
GANDA ERP PROJECT |
Loading Notice - cxmt610
31
GANDA ERP PROJECT |
Loading Notice - Example
32
GANDA ERP PROJECT | 33
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Loading Notice Commit - cxmp220
34
• Open cxmp220• Typing L/N No. LN01-131200014 and query
GANDA ERP PROJECT |
Loading Notice Commit - cxmp220
35
• Select Row
GANDA ERP PROJECT |
Loading Notice Commit - cxmp220
36
Press Maintain DetailAutomatically bring out detail value
GANDA ERP PROJECT |
Loading Notice Commit - cxmp220
37
Choose Lot NoFinish and Conform
GANDA ERP PROJECT | 38
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Delivery Note - cxmt628
39
InsertKey in Truck ID – Tab and AcceptConfirm
GANDA ERP PROJECT |
Delivery Note - cxmt628
40
Check and Confirm Output – print-out D/N (DELIVERY NOTE)
GANDA ERP PROJECT |
Delivery Note - cxmt628
41
Print-out Delivery Note
GANDA ERP PROJECT | 42
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT |
Delivery Check - cxmt490
43
Open cxmt490Key in Checking Date and D/N receiving DateAccept
GANDA ERP PROJECT |
Delivery Check - cxmt490
44
Key in D/N No OR uses Barcode EntryAcceptFinish
GANDA ERP PROJECT | 45
D/Ocxmt410
Dispatch Mappingcxmt460
Delivery Schedule
Main Gate Registration
cxmt480
Loading Notice
cxmt610
Loading Notice
Commitcxmp220
Delivery Notecxmt628
Delivery Note Commitcxmt628
Delivery Check
cxmt490
1.Billing2.Freight Payment
•P_flow notice• Cxmt460• Report to
Transportor
• website • cxmt480
•Print L/N
• cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490• Payment List to
Transporter
Freight Master Data(cpmi001)
High Level Process flow of Distribution
GANDA ERP PROJECT | 46
GANDA ERP PROJECT | 47
Data assumption
1. Transporter : ANP (SU00025)2. Loading Plant : Warehouse Sentul (F01-4-03)3. Unloading region ID : Kota Jakarta Barat (102)4. Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 2195. Type of truck : 08T-Bag; 32T-Bulk6. Product : 1505-000001/…..2 / …..3 / ……4 / …..137. Customer : CU00001 / ….74 / ….758. Transport mean : LOCO, FRANCO
GANDA ERP PROJECT |
Scree DetailIsi Product yang akan dijual
48
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