erp project report - sample

Enterprise Resource

Planning - ERP

Project – DBA

Manufacturing

Software

Sample Company – “PaperSol”

By Zermeena Khan

Industrial & Manufacturing Engineering

Zermeena Khan

DBA Sample Company - PaperSol 1

TABLE OF CONTENTS

ABSTRACT ............................................................................................................... 2

1. SECTION 1 – “MASTER DATA – ADMIN” ................................................................... 3 1.1. Main Setup Screen ............................................................................................................. 3 1.2. Problem Statement ............................................................................................................ 4

1.2.1. ISO 216 & ISO 269 Sizes .......................................................................................... 4

2. SECTION 2 – “INVENTORY” ...................................................................................... 5 2.1. Inventory Setup ................................................................................................................. 5

2.1.1. Inventory Defaults .................................................................................................. 5 2.1.2. Item Categories ....................................................................................................... 7

2.2. Stock Items......................................................................................................................... 7 2.2.1. Number of Items ..................................................................................................... 8

2.2.1.1. Costing ...................................................................................................... 12

3. SECTION 3 – “BILL OF MATERIAL (BOM)” ....................................................................... 13

3.1. Bills of Material .................................................................................................................. 13

4. SECTION 4 – “PURCHASE” ........................................................................................ 15

4.1. Supplier Details ................................................................................................................ 15

4.2. Purchase Details .............................................................................................................. 15

5. SECTION 5 – “SALES” ............................................................................................... 19

5.1. Customer Details ............................................................................................................. 19

5.2. Sales Details & Invoice ..................................................................................................... 19

6. SECTION 6 – “ACCOUNTS PAYABLE (AR)” ................................................................. 21

SUMMARY & CONCLUSION ................................................................................. 22


Zermeena Khan


ABSTRACT

This project encircles all major concepts associated with Enterprise Resource Planning (ERP). It

has been carried out using the software named “DBA Manufacturing – NEXT GENERATION”. It is

based on an assumed company named “PaperSol”, which provides/ supplies standard paper

sizes to other industries.

Specifically, the software has been used to purchase and sale one carton of standard A4 papers

to another industry (assumed to be Unilever Pakistan). The company has two suppliers named

“Paper Rolls Supplier” and “Cartons Supplier”, which supply one paper roll and one carton to

PaperSol, whereas PaperSol manufactures itself the standard A4 papers in-house. The POs, SOs

and Invoices have all been represented in this report.


Zermeena Khan


SECTION 1

“MASTER DATA - ADMIN”

1.1. MAIN SETUP SCREEN

In the Admin tab, the “Main Setup” screen is used for identifying the name of the company

along with the address. Due to the restriction in this trial software, the address bar is notifying

the name of the created company “PaperSol” along with other details as shown in the Figure

1.1 below:

Figure 1.1 - PaperSol Main Setup


Zermeena Khan


1.2. PROBLEM STATEMENT

PaperSol is a company purchasing paper rolls for producing and selling standard page sizes as

defined by ISO in different colors. It purchases paper rolls from various suppliers, creates them

in to standard A4, B4 and C4 ISO standard page sizes and sells them to its customers.

Table 1.1 - Company Details

1.2.1. ISO 216 and ISO 269 Sizes The standard sizes of papers as defined by the International Organization for Standards (ISO) is

depicted in Figure 1.2; this will be used in defining the Bills of Material (BOMs) in later sections.

Reference:

http://en.wikipedia.org/wiki/ISO_216

Figure 1.2 - ISO 216 and ISO 269 Sizes

Name of Company Description Purpose

PaperSol Paper Solutions Produce papers of standard sizes following ISO

216 and ISO 296

http://en.wikipedia.org/wiki/ISO_216


Zermeena Khan


SECTION 2

“INVENTORY”

2.1. INVENTORY SETUP

In the Inventory tab, the “Inventory Setup” helps identify the default settings of the inventory

(unit of measure, picking & issues location etc.) along with settings related to item categories as

per the requirement of the company’s product.

2.1.1. Inventory Defaults

Owing to objective of PaperSol, the unit of measure (UM) is taken as “Rolls”, because this

company purchases paper rolls (Figure 2.1) of the finest quality (80 grams) from different

suppliers weighing thirty kilograms (30 kg) each. Figure 2.2 below shows more default settings.

Figure 2.1 - Paper Rolls


Zermeena Khan


Figure 2.2 - PaperSol Inventory Defaults


Zermeena Khan


2.1.2. Item Categories

Five item categories are defined for the company as per its product range. Figure 2.2 below

gives a complete description of each category. For example, “PSA-S10” includes all standard “A”

size papers like A4, A3, A2 and A1, where “PS” means PaperSol and “A” signifies the standard

paper size category and “S10” will be used to identify the item code described in the next part.

Figure 2.3 - PaperSol Item Categories (highlighted in red)

2.2. STOCK ITEMS

In the Inventory tab, the “Stock Items” screen helps create “Item IDs” or “Item Codes” for

products with respect to each category along with its costing details. PaperSol identifies five

separate item codes or item IDs for each of its five categories as defined in Section 2.1.2 above.

Figure 2.4 describes the format of Item ID chosen for this company.

Figure 2.4 - Sample Item ID Description for PaperSol


Zermeena Khan


2.2.1. Number of ITEMS: There are three items in total, namely the standard A4 bunch of papers, the paper roll, and the

carton used for packaging. The snapshots of the details of each of these items are provided in

the figures that follow.

Note:

1. As for this project only one item (with Item ID PS11081000) has been processed from this

software for study purpose.

2. All items belong to Item category PSA-S10 (Figure2.3).

3. The first item (Standard A4 paper Packs) is “manufactured in-house”. Whereas, the other

two items (paper rolls and cartons) are “purchased from suppliers”.

4. Dimensions of Standard A4 Papers: Figure 2.6 below shows the dimensions of standard A4

papers with respect to ISO standard specification in Figure 1.2 above. The corresponding

dimensions for the other two items are calculated accordingly.

Table 2.1 - Items Description for PaperSol

S. No.

Item Item

Category Item ID UM M/P Description

1 Standard A4 Paper Pack

PSA-S10 PS11081000 Packs M One pack of A4’s weighs 2 kg.

2 Paper Roll PSA-S10 PS110810000 Rolls P One Paper Roll creates 8 paper packs.

3 Carton PSA-S10 PS1108100000 Cartons P One carton can contain seven paper packs.


Zermeena Khan


Figure 2.5 - Item ID for 1st Item (Standard A4 Paper Packs)

Figure 2.6 - Dimensions of 1st Item (Standard A4 Paper Packs)


Zermeena Khan


Figure 2.7 - Item ID for 2nd Item (Paper Rolls)

Figure 2.8 - Dimensions of 2nd Item (Paper Rolls)


Zermeena Khan


Figure 2.9 - Item ID for 3rd Item (Cartons)

Figure 2.10 - Item ID for 3rd Item (Cartons) Figure 2.11 will show the items of PaperSol in the Stock Items Database of DBA Software.


Zermeena Khan


Figure 2.11 - PaperSol Stock Items (highlighted in red)

2.2.1.1. Costing

As is evident from snapshots in Figure 2.5, 2.7 and 2.9, the costing details are summarized in

Table 2.1 below.

Note: The values of cost and price here are “ASSUMED” and are not by any means the actual

costs of such items in the market.

Table 2.1 - Cost Description for all Items

S. No.

Item Unit Costs ($) Unit Price/

Base Price ($) Last Cost Estimated Cost

1 Standard A4 Paper Pack 80 85 100

2 Paper Roll 500 550 -

3 Carton 2 3 -


Zermeena Khan


SECTION 3

“BILL OF MATERIAL (BOM)”

3.1. BILLS OF MATERIAL

In the BOM tab, the “Bills of Material” shows all BOMs created in the database. The BOM for

PaperSol consists of three items as described above in Section 2.2.1. The BOM parent item

associated with this component corresponds to an ‘M’ (manufactured) item record in the stock

items table; which in this case is Item ID PS 11081000, manufactured in-house. Figures 2.12 and

2.13 below show the BOM created for the company:

Figure 3.1 - BOM of PaperSol (highlighted in red)


Zermeena Khan


Figure 3.2 - Tree View of BOM

Figure 3.3 - BOM of PaperSol


Zermeena Khan


SECTION 4

“PURCHASE”

4.1. SUPPLIER DETAILS

In the Purch tab, the “Suppliers” shows the list of suppliers in the database. PaperSol has two

default suppliers as depicted in Figure 4.1 below.

Figure 4.1 - Suppliers of PaperSol (highlighted in red)

The “Supplier Terms” are based on NET 30 basis. It means, full payment will be paid in 30 days

of order placement.

4.2. PURCHASE DETAILS

For simplicity, PaperSol has placed two Purchase Orders (POs) to each supplier described above.

The Paper Rolls Supplier is asked for 1 Paper Roll; whereas the Cartons Supplier is asked for

supplying 1 Carton to the company. See Figure 4.2.


Zermeena Khan


Figure 4.2 - List of Purchase Orders for PaperSol

The actual POs are depicted in Figures 4.3 and 4.4 for both suppliers respectively.


Zermeena Khan


Figure 4.3 - PO for the Paper Rolls Supplier


Zermeena Khan


Figure 4.4 - PO for the Cartons Supplier


Zermeena Khan


SECTION 5

“SALES”

5.1. CUSTOMER DETAILS

In the Sales Tab, the “Customers” option helps create customers as per the company’s

requirements. It has been assumed that PaperSol supplies its product to only one customer

namely Unilever Pakistan. This has been depicted in Figure 5.1 below.

Figure 5.1 - Customer of PaperSol

5.2. SALES DETAILS & INVOICE

PaperSol has received an order of supplying one carton of A4 pages. The Sales Order and the

generated Invoise is depicted in Figure 5.2 and 5.3 rspectively.


Zermeena Khan


Figure 5.2 - Sales Order of Unilever Pakistan

Figure 5.3 - Invoice Delivered by PaperSol to Unilever Pakistan


Zermeena Khan


SECTION 6

“ACCOUNTS PAYABLE (AP)”

In the AP tab, the “Supplier Invoice” option enables to create invoices and pay them as per

requirement. Figure 6.1 represents the “”Fully Paid” supplier Invoices list.

Figure 6.1 - PaperSol Supplier Invoices (highlighted in red)

Figure 6.2 - Payment Register


Zermeena Khan


SUMMARY:

The reports depicted in the figures below give a listing of expenses on the basis of invoice date

and payment date for all PaperSol transactions.

CONCLUSION:

PaperSol has successfully delivered one carton of Standard A4 Papers to Unilever Pakistan in

due time.

erp project report - sample

Documents

purchase details

supplier details

customer details

inventory setup

sales details invoice

inventory defaults

bills of material

stock items