OpenERP Functional and Process MatrixOverview of Business Logistics Processes MASTERDATA- MD1 - Product Master / Material Master
- MD2 - BOM & BOM Components
- MD3 - Partners:
- Customer Master
- Supplier Master
- Addresses & Contacts
- MD5 - Price Lists
- MD6 -
- MD7 -
MARKETING & PRESALES - A01 Project Management
- A02 New & Update Product Offer
- A03 Price List Management
- A04 Quotation Management
- A05 Customer Relationship Management
- A06 External Contact Management
- A07 Distribution Conditions
- A08 Customer Management
- A09 Sales Forecasting
- A11 Web Shopping Basket Interface (.e.g Magento)
SALES ORDER PROCESSDepending on the trigger of the sales process and the type of sales order, different fields may be required for each business flow.
A regular sales order pre-configured form is provided in OpenERP. Other sales order forms are also available as add-ons / modules or may need to be configured / developed accordingly. Each sales order type is explained below: - B01 Regular - Sales order
- B02 Services - Sales order
- B04 Credit Memo - Sales Order - e-g- due to Return of Goods (Return Flows)
- B06 Loan - Sales Order Entry (Products or Machines on loan to customer / suppliers)
- B08 Jobbing - Sales Order - (Processing additional activities based on customer supplied products)
- B10 Intercompany process - Stock Transfer
- B12 Intercompany process - Cross-Co. Selling
SOURCING / PROCUREMENT For each product it is possible to configure the sourcing & procurement process by configuration of the product master in the Procurement Method Field (Make to Order or Make to Stock) and Supply Method Field (Buy or Produce). This influences the process as follows:
Make or Buy? | MTO | MTS | | Products are not stocked and only purchased or produced as soon as the demand occurs | Products are normally stocked (or wait until next re-order) min Stock-levels need to be maintained | Buy | - RFQ automatically created when order received. Lead-time need to be maintained to give customer correct delivery dates.
- Maintain Lead-Times to for delivery dates estimation
| - Min Stock-Levels need to be maintained in the product master record.
- When min stock-level is reached then a RFQ is automatically created by the MRP scheduler (predictions also based on lead-times)
- When an order received products are delivered direct from Stock.
- Lead-times are reduced
- Higher inventory costs.
| Produce | - As above, but a manufacturing order is created instead of a RFQ
- Depending on the manufacturing process, the delivery lead-times could be long. Consider JIT strategies too.
| - As above but a manufacturing order is create instead of a RFQ
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- S01 - Identify Suppliers
- MD4 - Create a new supplier
- S03 - Request for quotations
- S04 - Supplier Evaluation
- S05 - Supplier Order Follow-up
- S06 - Supplier Claims / Damaged Material Control
- S07 - MRP & JIT Strategies + Proc. Pricing
- S10 - MRP Run Process (common process for MTS/FTS/MFTS/TTS and MTO/FTO/MFTO/TTO)
- S11 - Purchase Requisition Process (common process for MTS/FTS/MFTS/TTS and MTO/FTO/MFTO/TTO)
- S12 - Purchase Order Process (common process for MTS/FTS/MFTS/TTS and MTO/FTO/MFTO/TTO)
GENERAL PROCUREMENT + CONSUMABLES - P01 General Procurement
- W70 Manage Consumables (Not handled on stock)
- W71 Manage Consumables (Handled on stock)
WAREHOUSING ORGANISATION Warehouse process includes the following processes - Warehouse Organisation
- Shipping
- Picking & Packing
- Transportation
- Stock Replenishment
- MRP / JIT Process
- Warehouse Management Reporting
Typical Warehouse processes- W01 - Warehouse Management in OpenERP
- W03 - Inspection Lot Processing
- W04 - Picking and Packing
- W06 - Returnables Handling & Control
- W08 - Customer Returns Material
- W50 - Receive Material From Customer
- W09 - Physical Inventory (with WM)
- W10 - Manage Waste and Disposals
- W11 - Scrap Handling Selling
Stock Replenishment ProcessesIn OpenERP's product create form, it is possible to configure products as 'make to stock' or 'make to order' and also whether the products are 'bought' (Buy) or 'manufactured / assembled' (Produce). A combination of these two fields enables flexible configuration of various business processes as described below.
Finished Products are stocked in the warehouse. A minimum Order level needs to be maintained. MRP will automatically re-order. Often also called DFS (delivery from Stock process) - W20 MTS-B (Make to Stock + Buy) - Finished Products are stocked in the warehouse and re-ordered from the supplier when stock levels reach a minimum Order level. Schedular / MRP will automatically re-order. Often also called DFS (delivery from Stock process)
- W22 MTS-P (Make to Stock & Produce) - Finished Products are stocked. When stocks reach min. stock levels new product order is created to manufacture new item for stock replenishment. Minimum Order level needs to be maintained. MRP will automatically re-order. Often also called DFS (delivery from Stock process)
- W24 MTO-B (Make To Order + Buy) - Finished Products are not stocked and are purchased when an order is received. No minimum stock levels defined
- W26 MTO-P (Make To Order + Produce) - Finished Products are not stocked are manufactured / assembled when an order is received. No minimum stock levels
Final finishing carried-out on products In this scenario, raw materials or partly completed finished goods are available in stock. The final finishing step is carried out either when min. stock levels are reached or when order Examples could be Dying Textiles, Add anodised coating to aluminium extrusions, Painting products in a specific colour. - W28 - FTS (Finish To Stock) - Similar to the MTS-P process but applies normally to a sub-contract process to raw materials already stocked.
- W30 - FTO (Finish To Order) - Similar to the FTS process, but products are only finished when customer order is recieved
- W32 - MFTS (Make and Finish To Stock) - Similar to the MTS-P process, but applies normally to a manufacturing process and then a sub-contract process to raw materials which may or may not already be stocked. Examples could be making textile products then sending textiles for dying - then returning them to stock.
- W34 - MFTO (Make and Finish To Order) - Similar to the MFTS process, but products are only produced and finished when customer order has received
Multi - Warehouse Scenarios Stock is transfered from a main warehouse or buffer to local warehouse or shop - W36 - TTO (Transfer To Order) - Similar to the TTS process, but products are only transferred when customer order has been received
- W38 - TTS (Transfer To Stock) - A process of transferring stock from one buffer warehouse to other satellite warehouse such as within multicompany scenario
Specific Industrial Processes - W40 - Jobbing Process (Processing additional activities based on customer supplied products)
- W42 - Tools Handling
- W44 - Customer Consignment Stock - Initial Agreement + Initial Fill
- W45 - Customer Consignment Stock - Consumption + Refill
- W46 - Customer Consignment Stock Return - End of Agreement (recover goods)/quality problems
- W48 - Delivery Date Calculation
- W50 - Invoicing
AFTERSALES - C01 Customer Complaint Management
- C03 Remove Product Offer
- C04 Service & Support management
FINANCIAL ACCOUNTING - F00 G/L Accounting
- F01 Inventory & Stock Valuation
- F02 Receivables
- F03 Payables
- F04 Payroll
- F05 Travel Expenses
- F06 Cash Management
- F07 Taxes
- F08 Fixed Assets
- F09 Reporting
- F10 Financial Closing
- F11 Budgeting
- F12 Credit & Risk Management
FOREIGN TRADE DECLARATIONS TO AUTHORITIES / INBOUND DECLARATIONS TO AUTHORITIES / OUTBOUND CUSTOMS PROCESSES LEGAL REQUIREMENTS
References
Business Processes in OpenERP
Using MRP & JIT in OpenERP
Configuration of Knowledge Management in OpenERP
Printing Report, Labels, Forms in OpenERP
Example xPython Programming and OpenERP Interfacing
OpenERP Implementation Approach
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