Sales & Distribution Module ERP User Training

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

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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


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


4. Sales

5. Distribution

16


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


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



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


GANDA ERP PROJECT |

Delivery Schedule Notification Created from system and send to transporter by email/fax

23

example


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



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 |


26

• Select DO number on the list and tick on provided box• Click – Accept and Click - Register

GANDA ERP PROJECT |


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


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



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


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



GANDA ERP PROJECT |

Loading Notice Commit - cxmp220

34

• Open cxmp220• Typing L/N No. LN01-131200014 and query

GANDA ERP PROJECT |


35

• Select Row

GANDA ERP PROJECT |


36

Press Maintain DetailAutomatically bring out detail value

GANDA ERP PROJECT |


37

Choose Lot NoFinish and Conform


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



GANDA ERP PROJECT |

Delivery Note - cxmt628

39

InsertKey in Truck ID – Tab and AcceptConfirm

GANDA ERP PROJECT |


40

Check and Confirm Output – print-out D/N (DELIVERY NOTE)

GANDA ERP PROJECT |


41

Print-out Delivery Note


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter



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


D/Ocxmt410


Delivery Schedule


cxmt480

Loading Notice

cxmt610

Loading Notice

Commitcxmp220



Delivery Check

cxmt490



Transportor


•Print L/N


Transporter





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

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Documents

Sales & Distribution Module ERP User Training