Parul Institute of Engineering and Technology Computer Science & Engineering

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PARUL INSTITUTE OF ENGINEERING AND
TECHNOLOGY

COMPUTER SCIENCE & ENGINEERING

ENTERPRISE RESOURCE PLANNING
(171605)

PREPARED BY: KHUSHALI MISTRY
PARUL INSTITUTE OF ENGINEERING & TECHNOLOGY

SUBJECT CODE: 171605

SUBJECT NAME :ERP

INDEX

S. NO.

NAME OF PRACTICAL

PAGE

NO.

Introduction to ERP System and Review on different ERP packages.

1. 2. 3. 4. 5. 6. 7.

3
11
Study on Odoo ERP package.

Identification and brief introduction of different Modules in Odoo ERP package.
13 16 20 24 26
Detail study of odoo erp modules. Identify different process of the odoo erp modules. Study on odoo erp business functions. ERP Implementation life cycle at Huck International Inc.

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Practical: 1

Aim: Introduction to ERP System and Review on different ERP packages.

Enterprise Resource Planning (ERP) :-

Enterprise resource planning (ERP) is business process management software that

allows an organization to use a system of integrated applications to manage the business and automate many back office functions related to technology, services and human resources.

Figure:1 Introduction to ERP



Evolution of ERP

 The term ERP was coined in 1990 by Gartner, but its roots date to the 1960s.
Back then, the concept applied to inventory management and control in the manufacturing sector. Software engineers created programs to monitor inventory, reconcile balances, and report on status. By the 1970s, this had evolved into Material Requirements Planning (MRP) systems for scheduling production processes.

 In the 1980s, MRP grew to encompass more manufacturing processes, prompting many to call it MRP-II or Manufacturing Resource Planning. By 1990, these systems had expanded beyond inventory control and other operational processes to other back-office functions like accounting and human resources, setting the stage for ERP come to know it.

 Today, ERP has expanded to encompass business intelligence (BI) while also handling "front-office" functions such as sales force automation (SFA), marketing automation and ecommerce. With these product advancements and the success

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stories coming out of these systems, companies in a broad range of industries— from wholesale distribution to ecommerce—use ERP solutions.

 Software-as-a-Service (SaaS) solutions—also referred to as "cloud computing"— have helped fuel this growth. Cloud-based solutions not only make ERP software more affordable, they also make these systems easier to implement and manage. Perhaps even more importantly, cloud ERP enables real-time reporting and BI, making them even valuable to executives and staff seeking visibility into the business.

 As a result, companies of all sizes and a wide range of industries are transitioning to cloud ERP systems. In fact, Forrester predicts that SaaS-based ERP adoption will rise 21 percent annually through 2015. When stop to consider the benefits of ERP, it's easy to see why it's become so popular and why its use will continue to grow so rapidly.

Figure 2:-Evolution of ERP

The Business Value of ERP

At its core, ERP helps employees do their jobs more efficiently by breaking down barriers between business units. More specifically, an ERP solution:

 Gives a global, real-time view of data that can enable companies to address concerns proactively and drive improvements
 Improves financial compliance with regulatory standards and reduces risk.  Automates core business operations such as lead-to-cash, order-to-fulfillment, and procure-to-pay processes.
 Enhances customer service by providing one source for billing and relationship tracking.

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When add up these advantages, the value of ERP—particularly cloud ERP—is clear. With an ERP solution, employees have access to accurate information that enables them to make better decisions faster. Not only that, but ERP software helps to eliminate redundant processes and systems, dramatically lowering the cost of doing business overall.

List of ERP Packages

1. SAP SE 2. ProContractor 3. Foundation 4. Jonas Enterprise 5. ComputerEase 6. NetSuite 7. PENTA Construction 8. Praesto AE 9. Exact JobBOSS 10. PolyPM 11. Sage ERP 12. EnterpriseiQ 13. ECi M1 14. Vista 15. Spectrum 16. ProContractor 17. Entree 18. Infor 19. InFocus 20. Oracle

Review on Different ERP packages Sage ERP X3:-

Sage ERP X3 comprises a number of features and functions designed to help manage

business’s sophisticated processes, transactions and relationships. It can manage specific

areas such as manufacturing, inventory, warehousing, purchasing, finance, customer relationship and even electronic document systems.
Sage ERP X3 is flexible and cost effective package of features that give control and confidence. All the key information about the business will be held in a single, innovative and comprehensive management tool that is simple and intuitive to use. Better integration and the ability to plan with accurate real-time information will improve the productivity and help to make the right decisions. It will reduce organization costs and

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lead times, deliver better service to the customers and help seize new opportunities effectively.

Industry Solution

 Manufacturing  Inventory  Warehousing  Purchasing  Finance  customer relationship  electronic document systems

Key Features

 PLM (Product Life Cycle Management)  APS (Advanced planning and Scheduling)  MES (Manufacturing Execution System)  EDM (Electronic Document Management)  OCR (Optical Character Recognition)  MMS (Maintenance Management System)  IT for Green (REACH, Carbon Management & Greenhouse Gas Accounting)  Forecasting

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Technologies

 Cloud-Based (Saas),  node js  elasticsearch  mongoDB  MS SQL Server,  Oracle

OS supported

 Windows,  Linux,  Unix

Open source

Sage ERP X3 doesn’t support open source.

Users of Sage ERP X3

 United Health Group  Cemex Jamaica Ltd  Vista Community Clinic  Wooden Mallet

ERPNext

ERPNext is an Online, Open Source ERP system for small and medium sized businesses. It covers many business functions including accounting, inventory management, CRM, purchasing, project and task management, human resource management and manufacturing.

Industry solutions

 Services  Manufacturing  Retail  distribution

ERPNext modules:

 Accounting  Asset management  CRM  Human resource management.

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 Manufacturing  Point of sale  Project management  Purchasing  Sales management  Warehouse management system

Key Features

ERPNext contains many complex features that are provided as a part of small business. It support multi-company, multi-currency accounting, definition of complex tax calculations, inventory valuations, serial / batch numbers and traceability.
It also has a built-in social network where the entire team can maintain their profiles and also has an employee management system that includes leave and attendance management, submission of expenses, salary structures, appraisals and much more. Features for manufacturing companies include Bill of Materials (BOMs), Material Requirement Planning (MRP) and backflush, production plans, production orders and sub-contracting.
The system also has CRM features like lead and opportunity (enquiry) monitoring and is integrated with the sales workflow right up to delivery and invoicing.ERPNext also has next generation Web 2.0 features such as embedding forms inside websites, giving logins to vendors and customers and sending transactions via emails.New features are constantly being added every month.

Pricing

Unlike many ERP systems in its class, it comes with a break-through pricing of $7per user per month on a hosted (SAAS) model. For customers with in-house IT teams who want to host it on-site, all the source-code is available online and ERPNext provides support services at a reasonable cost.

Technology

The ERP system is based on a Python-based web application framework -wnframework. This framework is developed by the company and is also OpenSource. The database backend currently supported is MySQL.

ERPNext hosted version is online since May 2010 and so far more than 1800 users have signed up for the application. There is an automated sign-up and setup process and a thirty-day free trial.

Open Source

ERPNext’s SAAS + Open Source solves two big problems for customers: Customization

- ERPNext has a powerful administrator interface where an analyst can do many customizations. With access to the internal work-flows, a developer can tweak the application to a great degree No Vendor Lock In - Since the application is Open Source,

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the customer can take a backup of the database and setup an instance at his / her own server.

ERPNext Users

ERPNext was launched earlier as an on-premise solution and is currently used by many companies in India for multiple years. Since its launch in May 2010, 1800 users from all over the world have signed up for ERPNext. Customers from various industries are using ERPNext and some of the success stories include an high-end electronics retailer, an apparel distributor, a furniture manufacturer, a medical devices distributor, an e-learning services provider.

SAP SE

SAP stands for Systems Applications and Products in Data Processing. It is a German multinational software corporation that makes enterprise software to manage business operations and customer relations. SAP is headquartered in Walldorf, BadenWürttemberg, with regional offices in 130 countries. The company has over 291,000 customers in 190 countries.

As of 2007, SAP is the world's largest business software company and the third-biggest independent software provider by revenue. The corporation operates in four geographic regions: EMEA (Europe, Middle East, Africa), NA (United States and Canada), LAC (Latin America and Caribbean), and APJ (Asia Pacific and Japan).SAP focuses upon 25 industries and six industry sectors

SAP is used in different industry sectors like process industries, discrete industries, consumer industries, service industries, financial services and public services.It offers integrated product sets for large enterprises, mid-sized companies and small businesses.

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Key Features

 Reducing your database size x 2 – page compression.  Finding your way through the enhancement package functionality.  NWBC and the new user interface delivered in EhP5.

Users of SAP

 Royal Bank of Scotland  Standard bank of south Africa  National bank of Canada  Yoke industrial corporation  Savannah cement limited  Joy gobal inc.  American automobile association  Vodafone group plc

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Practical: 2

Aim: - Study on Odoo ERP package.

ODOO

OpenERP is one of the most used open source solution in the world. It has a dynamic community, is flexible, and can be adapted to company‘s needs. It can be put in production rapidly thanks to its modularity and is easy to use.

Odoo / OpenERP is a comprehensive suite of business applications including
Sales, CRM, Project management, Warehouse management, Manufacturing, Financial management, and Human Resources just to name a few. Odoo / OpenERP offers a choice of over a thousand modules. Odoo / OpenERP is available in the cloud or on-site and is most suited for small to mid-sized companies. With more than a thousand downloads/installations per day, Odoo.

Version

 ODOO 8.0  ODOO 9.0

Technology

 Python  PostgreSQL  Javascript  XML  Linux

OS Supported

 Mac OS  Unix  Linux  Windows

Open source

It is open source

Key Features

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 Cost effective business solution being open source.  Customized solution to your specific business needs  Multiple modular approach  Empowers business  Cloud based software accessible from anywhere.  Helps make effective and informed business decision  Easy and quick to install  Centralized database, supporting all existing apps  An integrated system operates in real time

Users

 WWF  Jack -in the box  Jamba juice  Daneone  La Poste  Exki  Hundai  Auchan

 Intermodal Industry  Odoo Wholesale & Distribution  Logistics  Financial Controlling  Banking  E-commerce

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Practical: 3

Aim: - Identification and brief introduction of different Modules in Odoo ERP package

Odoo (OpenERP) Enterprise Modules

●●●●●●●●●●●

Sales Purchase Services Management Invoicing Point of Sales Human Resource Management Logistics Management Accounting & Finance Modules CRM Modules Project Management eCommerce Management Modules

Sales

Sales management module allows effective control to the sales department, one can easily create a new sales order out of a won opportunity, Odoo (formerly OpenERP) sales management module helps in generating a new sales order, one can filter the order as per the requirement. Sales management module of Odoo (formerly OpenERP) is also interlinked with emails where one can send invoice directly from the system, henceforth manual entries reduce the time With sales management module one can even trigger the goods delivery as per the timing with setting up the invoice timing.

Purchase

OpenERP Purchase management specifically design considering the ease of use to the user. OpenERP purchase management module helps the user to track all the suppliers information, order for purchases, Inventory management, pricing for suppliers.

Services Management

Service Management is an important task for those organizations who are specially into Services industries or Project Management. OpenERP service management module provides to manage complete task of new, existing or ongoing projects. OpenERP Service Management Module or the Project management module helps company who works on per project basis since there are projects deliveries and timelines stick to every single project.

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Invoicing

OpenERP invoice management module helps one to manage all invoices across every suppliers or customers across the globe. OpenERP automates the invoice creation, sending the invoice, approval and pay process. One can generate the invoices automatically to customers for the payments.

Point of Sales

Retails chains who gets lots of orders and needs to be processed quickly needs a simple, quick, and easy solutions to manage variety of customers every day. OpenERP POS or

point of sales offers a clean interface for all one’s retail management. The best part of

OpenERP Point of sales POS works in two mode online as well as offline which means one doesn’t need to be dependent on the internet. Point of sales of OpenERP is completely integrated with Inventory management and accounting which means automatically deduction in the inventory is done from the system as soon as one sells something and again it automate the buffer stock and inventory levels accordingly further all the transactions are recorded.

Human Resources Management (HRM)

OpenERP Human Resource Management (HRM) module is specifically crafted to meet

the ever growing needs of one’s enterprise. This comprehensive module facilitates in

managing one’s most crucial resource – people, in the most efficient manner, thus

providing an ideal platform to manage one’s HR processes and align the same to one’s

business goals.

Logistics Management

OpenERP’s stock management is at once very simple, flexible and complete. It’s based on the concept of double entry that revolutionized accounting. The system can be

described by Lavoisier’s maxim “nothing lost, everything changed” or, better,

“everything moved”. In OpenERP don’t talk of disappearance, consumption or loss of products: instead one speaks only of stock moves from one place to another.

CRM Modules

Customer Relationship management or Lead management software plays a very vital role in any organization since it allows to track all sales and leads pipeline to make powerful

business decisions. In today’s cut throat business competition customer are the keys who

allows with revenue, and providing proper service to them is again an important task of any organization. OpenERP CRM module can help to manage client interactions, sales prospects, lead management in an efficient manner.

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Project Management

In OpenERP, a project is represented by a set of tasks to be completed. Projects have a tree structure that can be divided into phases and sub-phases. This structure is very useful to organization in work.Whereas analytic accounts look at the past activities of the company, Project Management’s role is to plan the future. Even though there is a close link between the two (such as where a project has been planned and then completed through OpenERP) they are still two different concepts, each making its own contribution to a flexible workflow.

Ecommerce Management

E-Commerce is more than a new business model. It is a great opportunity to most of the traditional industries to build a Brand from scratch. To promote a brand was such a difficult and costly job that very few manufacturers or traders have ever thought about it. However, the growing cost, huge operation cost and intensive competition have put many traditional industries in danger. After years, E-Commerce has been proved to be an extremely efficient business model, it simplifies the operation and centralize the resources. Traditional Industries in fact own great advantage in starting an E-Commerce. The advantages include:

●●●●●

Mature traditional sales channels for fast exposure Adequate experienced staff Business Process and Workflow Control of Cost if it is a manufacturer Certain level of brand awareness

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Practical: 4

Aim:- Detail study of odoo erp modules.

Purchase module:-

Purchase

management is

another

important

module

of

any ERP

system, OpenERP Purchase management specifically design considering the ease of use

to the userOpenERP purchase management module helps the user to track all his suppliers information, order for purchases, Inventory management, pricing for suppliers.

OpenERP purchase management further helps you to have quick decision making since all the purchase history and the suppliers list are already available into the OpenERP software. Organization can easily manage all RFQ and purchase order with OpenERP. organization may be purchasing many variety of products and service either to meet the business or organizational day to day requirements, therefore purchases is considered as one of the important module of any ERP software. OpenERP Purchase management helps to handle everything purchase for organization. Specifically it is a backbone module for trading industries.