ERP Idempiere Modern, Scalable, Adaptable & Affordable Open Source ERP Solution for All Industry Sectors Agenda

ERP Idempiere Modern, Scalable, Adaptable & Affordable Open Source ERP Solution for all Industry Sectors Agenda

iDempiere iDempiere iDempiere Modules & Configuration & at a Glance Features Functionalities Extendibility

Flow Charts Success Story - CBOS Q&A Implementation iDempiere at a Glance iDempiere is Enterprise Resource Planning or ERP software released under an open source software license. The software is licensed under the GNU General Public License. ▪ Open source ERP and CRM business solutions.

▪ Ranked #1 on sourceforge.net and won multiple awards.

▪ Deployment

- Browser/Server

- Desktop Client/Server

What is ▪ Model Driven Architecture iDempiere ▪ A robust platform ERP? Full Functional Lower Total Cost Higher Successful iDempiere has ERP of Ownership Rate Implementation Full of Freedom iDempiere is Full No license, no module iDempiere designed an Since iDempiere is open function ERP. iDempiere fee, no use fee. All you internal application source and using the is very flexible and need to Invest is dictionary. end User can mainstream J2EE scalable. It will fit your consultant fee, including use it to customize technology. You can needs as your growth implementation, menu, window and tab. either change it by without adding extra cotimization and With ad 80% of yourself or easily find modules or replacing training. No any other customization work can technical guys from with other one cost, which usually cost be done without coding. market to do it. You server thousand dollars Its super flexibility really have full freedom after per user for commercial makes it possible to implementation license ERP satisfy any business iDempiere changes iDempiere Features Organization Structure Holding-Business Unit Model

▪ Multi level Organization ▪ Consolidate-able Client Level Holding ▪ Standardize-able ▪ Centrally managed under Construction Trading Transportation Organization level Firm Firm Firm single server ▪ 9 element account available

Sub-Organization Building Road Building West Trucking for reporting purpose level Division Division Area Division ▪ Intercompany transaction traceability Flexibility User Interface

• Flexibility is the key in current age, no big server, expensive corporate WAN or even personal computer to operate.

• iDempiere provide rich interface in both client server desktop application and we-interface as well and even mobile interface recently Integration to Jasper Report A Robust Platform

Active Data Dictionary Define Data Entity Reduce coding work by 80% in Type, Validation ERP customization

Define Display Define security and Windows, Tabs Access rules Field/Report Open and Extensible Architecture

Mind-Blowing Rapid Development for fast moving Businesses iDempiere's Fresh Approach

Adapts to the way YOU do business ▪ Setup and re-configure the system without programming ▪ Quickly adapt to business change - change anything, anytime Available at fraction of the cost of any competing solution ▪ Leverage the disruptive economics of open source ▪ No up-front software license fees Backed by the reliability of a commercial corporation ▪ Experienced leadership ▪ Consistent processes for product innovation, quality and support ▪ Resources for flexible licensing, sponsored development and more iDempiere Modules & Functionaities

Sales & Distribution Procurement Inventory

▪ Customer Management ▪ Vendor Management ▪ Product Management ▪ Marketing & Campaign ▪ Auction/RfQ ▪ Multi-Warehouse & Location ▪ Pricing & Discount ▪ Purchase Order ▪ Batch Management ▪ Sales Order Management Processing ▪ Serial Number & Attribute ▪ Shipping & Transportation ▪ Receive & Quality Check ▪ Inventory Receipt to Stock ▪ Commission & Incentive ▪ Landed Cost ▪ Inventory Issue from Stock ▪ Return Management ▪ Return Management ▪ Inventory Movement ▪ Distribution Order ▪ Inventory Adjestment Manufacturing Human Resources Project Management

▪ Bill of Material ▪ Recruitment ▪ Project Type ▪ Resource & Rate ▪ Personal Administration ▪ Project & Stages ▪ Production Routing ▪ Management Organization ▪ Project Costing ▪ Quality Parameters ▪ Payroll ▪ Asset Project (AUC) ▪ Forecasting ▪ Attendance & Leave ▪ Cycle Report ▪ MRP Engine ▪ Personal Development ▪ Financial Status ▪ Production Plan & Order ▪ Travel Management ▪ Production Execution ▪ Employee Self Service ▪ Quality Inspection ▪ Training ▪ Maintenance Activity Security & Control Application Finance & Accounting

▪ Multi Client & Organization with ▪ iDempiere ERP ▪ General Ledger consolidation and ▪ Poza mobile apps ▪ Account Receivable ▪ Account Payable standardization capability ▪ Order taking ▪ Receipt & Allocation ▪ Access Role by Form and ▪ Stock Count ▪ Payment Processing Organization Data ▪ Workflow Approval ▪ Cash/Bank Statement ▪ Financial Report ▪ Product Costing ▪ Cost & Profit Center ▪ Tax Management ▪ Fixed Asset ▪ Budget & Period Control ▪ Sub-Ledger Report Configuration & Extendability Technical Architecture Configuring & Extending iDempiere

Configure Business Rules Extend Adempiere Applications ▪ Application Setups ▪ Add new fields (DB columns) ▪ Workflow & Security ▪ Add new entities (DB tables) ▪ Accounting Dimensions ▪ Add data validation & defaults ▪ Change setups at any time ▪ Add new workflows Configure User Interface ▪ Change security rules ▪ Field, windows, labels ▪ Add performance measures ▪ Layout, theme, language ▪ Link to external systems ▪ Search fields ▪ Callout to java processes & integrate Configure Reports results back into UI ▪ Dynamically create reports ... without programming ▪ Format reports w/Adempiere or 3rd ▪ Party report designer Customization without Programming Types of Reports Output Forms Standalone Reports Financial Reports

Financial Reports are unique ADempiere Tools Sample of Reports are ▪ Report Line Set ▪ Balance Sheets ▪ Report Column Set ▪ Profit and Loss Statements ▪ Reporting Hierarchy ▪ Statements of Account ▪ Financial Report ▪ Etc.

"They generally have two dimensional "These dimensions are mapped into information“ columns and lines (or rows)" Flow Charts Supply Chain Management Finance Project Module Procurement

High Level Features ▪ Vendor Management ▪ Receive & Quality Check ▪ Auction / RfQ ▪ Landed Cost ▪ Purchase Order Processing ▪ Return Management Procurement

High Level Features ▪ Customer Management ▪ Shipping & Transportation ▪ Marketing & Campaign ▪ Commission & Incentive ▪ Pricing & Discount ▪ Return Management ▪ Sales Order Management Procurement

High Level Features ▪ Product Management ▪ Inventory Issue from Stock ▪ Multi-Warehouse & Location ▪ Inventory Movement ▪ Batch Management ▪ Distribution Order ▪ Serial Number & Attribute ▪ Inventory Adjustment ▪ Inventory Receipt to Stock Payment Handling

High Level Features ▪ Normal or Advance Payment ▪ Currency Gain & Loss and ▪ Payment Allocation Revaluation ▪ Reconciliation ▪ Integration with Bank System Bill of Material Planning Management Manufacturing Execution Quality Check Accounting & Costing

High Level Features ▪ Multidimensional Account ▪ Multi Product Costing Company Overview ▪ US based company providing ERP open source solution on iDempiere platform.

Requirements worked earlier ▪ Implementation of more then 25 projects. Success ▪ Customization of process flow relating to finance, supply chain, CRM, Project, Budget as per client requirements. Story ▪ Set up of Manufacturing and Warehousing modules and making it functional after appropriate customization required. ▪ E-Commerce integrations done for more then 6 projects. ▪ Extensive customization for HR module as per US HRMS-Payroll requirements. ▪ Barcode & RFID integration with iDempiere. ▪ New Functionalities developed as per requirements in each of the modules. ▪ Reports and financial statement creation as per client specific report requirements.