Enterprise Resource Planning, Implementation & Description

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    Chapter 1: Introduction & Problem Statement

    Rocket Sales Corp. is an existence since 1995. Rocket Sales deals in sports goods

    with focus on outdoor sports. They specialize in all types of sports equipments

    related to the games of cricket, hockey, tennis, soccer etc. Rocket Sales has partnered

    with international Sports goods companies such as Atlas Corporation in the US and

    Metro Corporation in UK. The business model of Rocket Sales is mainly based up on

    the fact that they buy the designs from internationally popular sports goods designers

    and get their manufacturing done mostly in India and in some countries of Latin

    America. Rocket Sales Corp. has 2000 employees all around including all its branch

    & head offices. As of today they have 10 offices; of these 7 are in large cities of India

    1 in US, 1 in UK and 1 in Latin America. The head office of Rocket Sales Corp is at

    Delhi which also houses the main processing centers of various business functions

    including finance, HR, Marketing, Manufacturing, Sales etc. by the year 2000 Rocket

    Sales Corp. had got installed appropriate Information System Software for almost

    every business function. Since the year 2005 the company has grown almost at an

    annual rate of 30% - 40%. This rapid growth has put lot of stress on it's information

    processing capabilities by the year 2008 using the help of a management consulting

    firm the company got a complete review of its information systems. The review

    revealed to the management of Rocket Sales that the fundamental problem with

    company's information processing is the absence of integration of various information

    systems. This had slowed down the decision-making processes at various levels in the

    corporation and therefore they were not able to realize the complete advantages of the

    computerization of processes in the company. The management consultants in their

    report had recommended that Rocket Sales Corp. must consider either developing or

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    outright buying from the market ERP software. They had clearly stated in their report

    that only a suitable ERP Package would help integrate all the information systems in

    the company and such integration would speed up decision making at various level in

    the company.

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    Chapter 2: Project Requirements

    Rocket Sales Corp. accepted the recommendation of the management consultant and

    decided to launch a project for ERP software implementation in the organization.

    Towards the same they developed a project plan, which is as follows:

    Formulate a project team consisting of Project Manager, a functional expert

    from each business function, a system analyst, a business analyst and quality

    assurance expert and information security expert. The Information Systems

    Manager was declared as the Project Manager

    Requirements gathering from various departments.

    Project team to study 5 suitable ERP Packages from the market & evaluate

    them and shortlist 2 packages for further evaluation. Finally select 1 ERP

    package, which would satisfy most of the requirements for the company.

    Formulate a proper contract and purchase the ERP Product.

    Formulate an implementation team as a part of the project team.

    Formulate and evaluation team to receive and analyze feedback information

    and report to the management at the end of first year of the implementation of

    the package.

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    Chapter 3: Existing ERP Products Review

    ERP:

    ERP (Enterprise Resource Planning) are that system software, which integrate the

    internal & external information for managing the organization across all the

    departments and vendors. ERP automates many of the process for all the

    departments, which increases efficiency and leads to a higher productivity for the

    organization with time saving as well.

    ERPs can run on various computer hardware, software & networks it also have

    Database repository to control the information across the platforms, departments &

    vendors for the company or organization.

    List of ERPs available in market today:

    There are a lot ERPs available in market today even though some of them are really

    trending up with all the corporates

    A1.iO

    Adaxa Suite

    Adempiere

    Compiere

    Dolibarr

    ERP5

    ERPNEXT

    Fedena

    FrontAccounting

    GNU Enterprise

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    HeliumV

    JFire

    Kuali Foundation

    LedgerSMB

    OFBiz

    Openbravo

    OpenERP

    Phreedom

    Postbooks

    SAP

    Microsoft Dynamics AX

    Oracle Financial

    SQL-Ledger

    Tryton

    WebERP

    But when it comes to my recommendation of selecting an ERP, which will give a high

    variety of features, functions, operations, scalability & most important increase

    efficiency to give higher productivity for the organization. These

    ERP Features & Functions:

    Microsoft Dynamics AX:

    Microsoft Dynamics AX is one ofMicrosoft's enterprise resource

    planningsoftwareproducts. It is part of the Microsoft Dynamicsfamily.

    Microsoft Dynamics AX was originally developed as collaboration

    between IBM and Damgaard as IBM Axapta. Axapta was initially released in March,

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    1998 in the Danish andU.S. markets. IBM returned all rights in the product to

    Damgaard shortly after the release of Version 1.5. Before Damgaard was merged with

    Navision Software A/S in 2000. The combined company, initially Navision

    Damgaard, later Navision A/S, was acquired by Microsoft in July 2002.

    In September, 2011, Microsoft announced the release of new version AX 2012.

    [5] Today, it is available and supported in 25 countries and 23 languages.

    Development Centers

    MDCC or Microsoft Development Center Copenhagen was once the primary

    development center for Dynamics AX. MDCC is located inVedbaekand also

    houses Microsoft Dynamics NAV and several other Microsoft Dynamics family

    products. MDCC employs about 900 people of around 40 different nationalities.

    In addition to MDCC, AX development is now performed in two additional sites

    inBellevue, Washington andFargo, North Dakota.

    Versions

    The early versions (from 1.0 to 3.0) were called Axapta, while the later versions (from

    3.0 SP6 to AX 2009) are called Dynamics AX

    Damgaard

    Development of Axapta began in 1983 at Danish company Damgaard Data A/S. The

    software was mainly targeted at the European market, though the North American

    market grew rapidly following the release of Axapta 2.1 in 2000.

    Version Date Description

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    Axapta

    1.0

    Mar

    1998

    The first version of Axapta was released in the US and in Denmark in

    March 1998 by Danish company Damgaard A/S. It supported

    bothMicrosoft SQL Server and Oracledatabase servers. Notable

    features were financial, trade, inventory management, logistics and

    production.

    Axapta

    1.5

    Nov

    1998

    The second major version of Axapta was released in Norway, Sweden,

    Germany, UK, Netherlands, Austria,Switzerland, Belgium,Spain and

    the European Union in November 1998.

    Axapta

    2.0

    Jul

    1999

    The third major version of Axapta was released to customers in July

    1999. Notable new features were the Project Accounting module,

    Warehouse Management (WMS), External OLAP, Option Pack

    concept, ActiveX support, COM-connector and an early release of the

    Axapta Object Server which allowed offloading of some operations

    from the clients onto a separate server.

    Axapta

    2.1

    Jan

    2000

    This release stemmed from market demands from Germany, Austria,

    Switzerland and Spain. It was the fourth major version of Axapta and

    was released in January 2000. The most notable new feature was the

    addition of a Web tool called the Customer Self-Service (CSS) which

    is the precursor to today's Enterprise Portal. With Axapta 2.1 SP3

    (Service Pack 3), the AOS (Axapta Object Server) was introduced

    making Axapta the first fully three-tier ERP-system in the market.

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    Navision-Damgaard

    Following the merger of the two Danish companies Navision and Damgaard, Axapta

    was to be known as Navision Damgaard Axapta for versions 2.5 and 3.0 (up until 3.0

    SP5).

    Version Date Description

    Axapta 2.5 Dec

    2000

    As the fifth major release, Axapta 2.5 brought with it a complete

    web applications development environment, the Project module,

    Banking and OLAP. It was released first to Denmark, Austria and

    United kingdom in December 2000.

    Axapta 2.5

    Market

    Pack

    Oct

    2001

    This market pack was released for Axapta 2.5 in October 2001 in

    France and Italy. This new application layer contained

    theCustomer Relationship Management module (CRM or

    Marketing Automation), Commerce Gateway and Product Builder

    (both Client-side and CSS-side (Web)).

    Microsoft acquired Navision Damgaard during the summer of 2002. Navision

    Damgaard Axapta was first renamed to Microsoft Business Solutions Axapta, then to

    Microsoft Dynamics AX for versions 3.0 SP6, 4.0 and 2009.

    Version Date Description

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    Axapta 3.0 Oct

    2002

    The sixth major Axapta release brought with it the Microsoft

    Axapta Enterprise Portal, new intercompany collaboration

    functionality, actualized and rebuilt user security and system

    configuration, expanded geographical reach (more countries),

    demand planning and enhanced partner productivity tools.

    Dynamics

    AX 4.0

    Mar

    2006

    The seventh major Axapta release brought with it an updated look

    and feel. As the first version that Microsoft was involved in from

    the beginning it attempted to integrate better with existing

    Microsoft technologies. For example, the AOS became a true

    Windows service, a.NET business connector was provided, CLR

    interoperability was introduced andXML data exchanges were

    supported through a set of code classes (Application Integration

    Framework), full Unicode support was introduced[8] and a new

    Service Management module.

    Dynamics

    AX 2009

    Jun

    2008

    Originally named AX 4.1, later renamed to AX 5.0 (and finally

    AX 2009), the eighth major release of Axapta brought more

    improvements to the UI. It added role-based concepts to the

    Enterprise Portal and Windows clients, support for time zones

    (UTC), a new Site inventory dimension, and Enterprise Portal

    development throughVisual Studio projects.[9]

    Dynamics

    AX 2012

    Aug

    2011

    Known as AX 6 during development, AX 2012 was released in

    August 2011. It included improvements to the user interface,

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    general application and developer enhancements, and added

    industry-specific solutions for Process

    Manufacturing,Professional Services, and Public

    Sector organizations. The release also included support

    for SharePoint 2010, Visual Studio 2010 and SQL Server 2008

    R2.

    Dynamics

    AX 2012

    Feature Pack

    Feb

    2012

    Released soon after AX 2012, the feature pack added

    aRetailsolution in addition to the previously released industry-

    specific solutions.

    Dynamics

    AX 2012 R2

    Q4

    2012

    Announced at the Convergence 2012 conference, AX 2012 R2 is

    due to ship in late 2012 and is expected to include enhanced

    support for Microsoft SQL Server 2012 as well as support for

    additional languages and markets.

    Features (modules)

    Microsoft Dynamics AX contains 19 core modules:

    Traditional core (since Axapta 2.5)

    General Ledger, composed of ledger, sales tax, currency and fixed assets

    features

    Bank Management, where cash is received and paid out

    Customer Relationship Management (CRM), where Business Relations

    (customers, vendors, and leads) are contacted and maintained

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    Accounts Receivable, where orders are entered, shipped and invoiced

    Accounts Payable, where purchase orders are issued and goods received into

    inventory

    Inventory Management, where Inventory is valued and managed[11]

    Master Planning, where purchase and production planning takes place

    Production, where bill of materials is defined and manufacturing is tracked

    Product Builder, where product models are created and maintained

    Human Resources, where employee information is kept

    Project Accounting, where projects are created and tracked primarily from an

    accounting perspective

    Basic, where data configuration is performed

    Administration Module, where system configuration is performed

    Extended core

    The following modules are part of the core of AX 2009 (AX 5.0) and available on a

    per-license basis in AX 4.0:

    Shop Floor Control

    Cost Accounting

    Balanced Scorecards

    Service Management

    Expense Management

    Payroll Management[12]

    Environmental Management[13]

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    External components

    Several external components are also available:

    Enterprise Portal for Dynamics AX (built on SharePoint Services)

    Microsoft SQL Reporting Services integration

    Microsoft SQL Analysis services (KPIs)

    Project Server Integration

    Workflow

    Application Integration Framework (Web services + BizTalk adapter)

    A .Net Business Connector for third-party software (A COM adapter is also

    available)

    Microsoft Dynamics Mobile 1.5 development tools

    Architecture:

    The Microsoft Dynamics AX software is composed of four major components:

    The Database Server, a database that stores the Microsoft Dynamics AX data

    The File Server, a folder containing the Microsoft Dynamics AX application

    files (in AX2012 application files are stored in the database)

    The Application Object Server(s) (AOS), aservice that controls all aspects of

    Microsoft Dynamics AX's operation

    The Client(s), the actual user interface into Microsoft Dynamics AX

    Custom AX development and modification is done with its own IDE, MorphX, which

    resides in the same client application that a normal day-to-day user would access, thus

    allowing development to take place on any instance of the client. Since the Dynamics

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    AX 2012 version, development can also be performed in Microsoft Visual Studio

    2010 through a Visual Studio plugin.

    MorphX is an integrated development environmentin Microsoft Dynamics AX that

    allows developers to graphically design data types,

    base enumerations, tables, queries,forms,menus and reports. In addition to design of

    application objects, it also allows access to any application code by launching the X+

    + code editor.

    Because MorphX uses referencing to link objects together, changes in, for example,

    data types of fieldnames will automatically be reflected in all places where they are

    used (such as forms or reports). Furthermore, changes made through MorphX will be

    reflected in the application immediately after compilation.

    Microsoft Dynamics AX also offers support for version control systems (VCS)

    integrated with the IDE, allowing collaboration in development. There is also a tool

    for reverse-engineering table structures and class structures to Visio. The actual

    implementation limits the practical use of both these features.

    X++ itself is the programming language behind MorphX, and belongs to the curly

    brackets and.-operator class of programming languages (like C# or Java). It is

    anobject-oriented, class-based, single dispatch language. X++ is a derivative ofC+

    + (both lack the finally keyword for example) to which garbage collection and

    language-integrated SQL queries were added.

    Oracle Financial:

    Oracle Financial Services Software Limited: majority-owned by Oracle, is a world

    leader in providing IT solutions to the financial services industry. With its experience

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    of delivering value- based IT solutions, Oracle Financial Services Software

    understands the challenges that financial institutions face: The need to build customer

    intimacy and competitive advantage through cost-effective solutions while adhering

    to the stringent demands of a dynamic regulatory environment. It offers financial

    institutions the worlds most comprehensive and contemporary banking applications

    and a technology footprint that addresses their complex IT and business requirements.

    Its portfolio of offerings include Oracle FLEXCUBE, a complete banking product

    suite for consumer, corporate, investment, private wealth management, mobile and

    internet banking, consumer lending, asset management, and investor servicing,

    including local and cross-border payments across channels and networks. Oracle

    FLEXCUBE enables banks to standardize operations across multiple countries, to

    transform their local operations, and to address niche business models like direct

    banking, Islamic banking, and mobile banking.

    The Oracle FLEXCUBE suite of solutions comprises:

    Oracle FLEXCUBE Universal Banking a comprehensive, SWIFT-certified solution

    that supports the needs of retail, corporate, and investment banking and offers

    transaction banking capabilities that help banks stay ahead by supporting conventional

    and Islamic banking customers

    Oracle FLEXCUBE Direct Banking addresses the new demands of financial

    institutions and enables them to serve customers in virtual environments, to

    differentiate themselves from generic service providers, and to cater to the needs of

    technology-savvy customers

    Oracle FLEXCUBE Mobile Banking empowers banking customers with self-service

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    banking capabilities through SMS, mobile browser, and mobile applications on smart

    phones and tablets. It allows banks to tap new avenues of fee-based income by

    targeting customers with location- and profile-specific offers

    Oracle FLEXCUBE Private Banking is seamlessly integrated with front-and back-

    office systems and addresses the diverse financial goals of mass affluent customers. It

    enables advisors to offer customized financial plans that simulate, rebalance, and

    capture orders while continuously monitoring and analyzing portfolio performance

    Oracle FLEXCUBE Investor Servicing automates processes to help financial

    institutions manage the fund lifecycle and reduce operational costs across fund

    structures, intermediary hierarchies, and investors; and to launch new products rapidly

    using a comprehensive business rules engine

    Oracle Banking Platform is a comprehensive, reintegrated solution that enables large

    banks to take the complexity and cost out of technology and focus investment on

    executing a strategic transformation of their business.

    As a part of Oracle's analytics for the financial services industry Oracle Financial

    Services Analytical Applications offers a suite of analytical applications for enterprise

    risk management, financial crime and compliance, enterprise performance

    management, and customer insight.

    Oracle Financial Services Lending and Leasing enables automobile financing

    institutions to provide better service and minimize delinquency rates through

    comprehensive and flexible processing of booking, disbursement, and payment. It

    centralizes origination functions, enabling them to improve customer experiences and

    reduce transactional overheads. By mapping concepts to workflows, Oracle Financial

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    Services Lending and Leasing creates an end-to-end solutionbuilt on proven,

    configurable processesfor the auto lending lifecycle, including origination,

    servicing, collections, and asset management.

    Oracle Financial Services Prime Sourcing supports the entire application lifecycle

    with a host of professional services on Oracle and non-Oracle platforms and

    technologies. The services include end-to-end consulting, application and technology

    services partnerships, implementation of Oracle Financial Services products, and

    outsourcing services. Our global delivery model provides world-class services across

    the extended application lifecycle, and is supported by a comprehensive pool of

    proprietary methodologies and best practices.

    Oracle Financial Services business process outsourcing (BPO) excels in providing

    cost-effective, high-quality BPO services for the banking, capital markets, and asset

    management domains. This comprehensive ecosystem of BPO services is packaged

    around software applications and backed by a mature process and consulting

    framework.

    Oracle Financials products provide organizations with solutions to a wide range of

    long- and short-term accounting system issues. Regardless of the size of the business,

    Oracle Financials can meet accounting management demands with:

    Oracle Assets: Ensures that an organization's property and equipment investment is

    accurate and that the correct asset tax accounting strategies are chosen.

    Oracle General Ledger: Offers a complete solution to journal entry, budgeting,

    allocations, consolidation, and financial reporting needs.

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    Oracle Inventory: Helps an organization make better inventory decisions by

    minimizing stock and maximizing cash flow.

    Oracle Order Entry: Provides organizations with a sophisticated order entry system

    for managing customer commitments.

    Oracle Payables: Lets an organization process more invoices with fewer staff

    members and tighter controls. Helps save money through maximum discounts, bank

    float, and prevention of duplicate payments.

    Oracle Cash Management: Lets you perform bank reconciliation and cash forecasting.

    Oracle Personnel: Improves the management of employee- related issues by retaining

    and making available every form of personnel data.

    Oracle Purchasing: Improves buying power, helps negotiate bigger discounts,

    eliminates paper flow, increases financial controls, and increases productivity.

    Oracle Receivables: Improves cash flow by letting an organization process more

    payments faster, without off-line research. Helps correctly account for cash, reduce

    outstanding receivables, and improve collection effectiveness.

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    Oracle Revenue Accounting Gives an organization timely and accurate revenue and

    flexible commissions reporting.

    Oracle Sales Analysis: Allows for better forecasting, planning and reporting of sales

    information.

    SAP:

    Business users can use features such as extended application menus, SAP-specific

    smart panel, and business analytics delivered through Microsoft Excel, Word, and

    Outlook synchronization between Microsoft Exchange and SAP processes to

    perform self-service functions, such as:

    Time management Streamline time entry and ensure time reporting compliance by

    reporting time in the Microsoft Outlook calendar, with time automatically recorded in

    the SAP ERP application.

    Reporting and analytics Access reports and analytical data from SAP Business Suite

    applications. Schedule reports or generate them on an ad hoc basis and access key

    performance metrics through personalized views from Microsoft Outlook and

    Microsoft Excel.

    Budget monitoring Receive financial reports from SAP ERP in the Microsoft

    Outlook Inbox and work with them offline. Monitor budgets through proactive alerts

    and triggers based on time-critical information.

    Workflow approval Approve and reject SAP business workflows directly from

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    Microsoft Outlook. Workflows are delivered as e-mail with contextual business

    process data to enable rapid and informed decisions.

    Sales management Manage accounts and contacts, create sales activities, and easily

    access sales reports from the SAP Customer Relationship Management application in

    Microsoft Outlook.

    Team management Access up-to-date information from SAP ERP about employees,

    organizational structures, and managerial approvals directly in the Microsoft Outlook

    contacts area and Microsoft Office documents.

    Leave management Submit leave requests as calendar items that are then processed

    according to approval guidelines in SAP ERP.

    Travel management Submit and approve travel requests including contextual reports

    to ensure cost-effective travel that is in full compliance with corporate policies

    supported by SAP ERP.

    Recruitment management Collaboratively schedule interviews with job candidates,

    captures feedback about each candidate, and generates rankings to automate the

    selection of the best-qualified person for a position.

    Demand planning Use Microsoft Excel to create planning sheets and analyze and

    manage demand planning data from the SAP Supply Chain Management application.

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    Chapter 4: ERP Software for Rocket Sales Corporation

    We evaluated 3 ERP Software namely: Oracle Financial, Microsoft Dynamics AX &

    SAP. Considering the cost and the features of the software we decided to select

    Microsoft Dynamics AX as the closest match for the requirements of Rocket Sales

    Corporation. The important feature in Microsoft Dynamics AX is the flexibility to

    integrate the existing software in the company with Dynamics AX. Therefore we

    purchased the software from Microsoft Corporation and then implemented in the

    company. First, we trained all the users in the company regarding how to use the new

    software, which is Microsoft Dynamics AX. We used system engineers of the

    company to integrate the existing modules of the software with Microsoft Dynamics

    AX modules.

    Next, we looked at all the new reporting requirements of the managers of the

    company and developed the same & carried out extensive testing of all the integration

    aspects & the reporting aspects. After implementing the ERP software at the head

    quarters we implemented the software in all the branch offices one-by-one. Based on

    the necessity we provided network connectivity and data communication facility &

    carried out of the extensive testing of the same.

    Chapter 5: Outcomes of ERP Implementation

    As a result of the ERP implementation we found the following benefits:

    ERP implementation made sure that all the data of the company was centrally

    stored in one data-ware-house and could be accessed by any manager

    working in any branch office could access required data with proper security

    rights.

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    Whenever a new transaction happened in any branch of the ERP network all

    the concerned ledgers would be updated in real time.

    Now it was possible to generate various types of reports under any business

    function.

    ERP has helped the company in faster and timely decision-making.

    ERP has provided to the data and information systems of the company a high

    level security.

    ERP implementation at the Rocket Sales Corporation has led to growth of the

    companys business because with highly integrated information system companys

    sales force are able to create high worth customers. ERP implementation has solved

    the problem of data management by centralizing data storage in a large data-ware

    house or oracle corporation.