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Roadmap ERP Overall Business Process for MSME Customer

Signs open PO / Rate Contract

Signs PO Amendment

Customer Places Monthly Schedule for the FG

Receives RFQ & Sends Quote

Receives Open PO for the Prices

Request for Price Revision

Receives Schedule

Receives RFQ & Sends Quote

Receives Open PO for the Process Rates

Request for Price Revision

Receive Subcontract Order & Material

Prepares Sales Forecast for make to Stock Item

Identiﬁes Opportunity for the Product

If feasibility Study Required

If feasible

Receives Material DC & Invoice

Supplier receives the Payment

Receive RFQ and sends Quote

Sends Material, DC & Invoice

Receives PO

Sends Payment

Supplier

Sub-Contractor

Sends Processed Material along with DC & Invoice No

Marketing

Yes

Send Regret Letter to Customer

Request Price Revision

Request Quote for the Item

Compares the Quote & places Open PO

Send Order Amendment after approval

If Costing Required

Yes

Prepares Packing List based on sch. & FG available

Commercial Department Receives Supplier Schedule Request & converts into Supplier Sch. Order

Prepares Standard Invoice

RFQ/ PO

Purchase Request

Purchase Department

Sub-Contracting Department

If Quote accepted

Prepare Quote & Send it to Customer

Prepare Costing Sheet

Yes

Receives Quote enter details & prepare comparison chart

Sends RFQ to Supplier

RFQ

Request Item Quote for the Item Processes

Compares Quote & Places Open PO

Send Order Amendment after approval

Consolidate demand from Sales Order, Customer Schedule Sales Forecast

Run MRP & releases planned Order

Material Type

Production Order

Detail Product Process

Places Purchase Order

Converts the process into subcontract order & generate the issuance to the stores Purchase

Planning Department

Purchase

Purchase/ Supplier Schedule

Sup. Sch.

Outside

Manufacture

Loop Process 1....n

Inside / Outside

Inside

Material Request to Stores

Material Receipts

Process Completion

Accepted

Shop Floor

Is Last Process Rejected

Yes

Rework Completion

Repair

Material Inward

Gate Entry Prepare GRN

Forward GRN to Quality

Receives Accepted / Rejected Goods

Receives FG/ Sub Assembly

Material Issuance

Stores/ FG

Quality Control

Receives Mat. along with the Inspection Request

Prepares Inspection Doc. enters Accepted/Rejected Qty & forward to stores

Prepares Debit Memo for Rejection/Excess Qty & deviation Invoice

Accounts Payable

Cash Management Payables

1. Advance Payment Request against PO 2. Pending Payable Due 3. Payment for Expenses 4. Statutory Due Payment 5. Processed Payroll

Receives the Invoice from Commercial Department

Registers Debit Memo/ Invoice from the Customer for the Sales Return

1. Receivable Due 2. Advance Receivables against SO/PI

Process Bank/Cash Receipt Voucher

Accounts Receivable

Cash Management Receivables

Approves the proﬁle

HR Manager

HR Department

Employee

Payroll Department

Prepare Bank/Cash Payment Voucher

Receives loan application & approves/ rejects the application

Open NCR for all Rejection

Prepare the payroll considering Employee salary & allowance adjust file, leave file, overtime file, later arrivals

Approves the leave request

Verify the payroll

Close NCR

Gauges Entry with Calibration due details

If Calibration due

Create Calibration record & update details

If Study Due

Create Study Record & update details

Send Payment adv. along with cheque/ RTGS details

Prepare Cheque / RTGS Payment

Sends the Receipt to the customer

Approved

Yes

1.Register new employee personal detail, dependent details, bank A/c details, statutory doc., education, experience and skill details & Create profile and enter salary, grade, allowance details and forward for approval. 2.Prepare employee profile changes for annual merit, increase, contract, renewal, promotion, compensation benefit changes, transfer etc and forward for approval. 3.Enter employee resignation, termination details and create profile.

Employee submits leave request through system

Update NCR Details department wise

Converts the leave request into leave entry Process leave encashment request

Re-Prepare

Late entry/ Permission entry

Submits leave encashment request

If Payroll is ok

Post the leave entry

Yes

Process the payroll

Upload emp. attendance details from the time attendance machine

Run program to determine employee leave entry, late and overtime

Prepares loan document, enter the disbursement and deduction details & process the document

Cheque/ RTGS

Pay option

Payroll

Loan payment entry in payroll record

Payroll adjustment records for the deduction

Roadmap ERP Modules

Modules Coverage

5 USERS

10 USERS

above 10 USERS

Financials General Ledger Accounts Payable Accounts Receivable Cash Management Taxation Fixed Assets

Sales & Distribution and Quality Control Inventory Control Purchase Order Subcontracting Gate Entry Management Transportation Sales Order Quality Control

Planning & Manufacturing Routing Bill of Materials Demand Management Master Production Schedule Material Requirement Planning Manufacturing Resource Planning Shop Floor Manufacturing Schedule

HR & Payroll HR-Planning HR-Recruitment HR-Employee Portfolio HR-Orientation HR-Training & Development

On Request

HR-Performance Appraisal HR-Leave & Time Management HR-Medical HR-Loan Management HR-Business Trip HR-Ticketing HR-Government Relations Payroll Management

On Request

On Request On Request On Request

On Request On Request On Request On Request

Customer Relationship Management Marketing Customer Support

Cost Management Process Costing (Full Absorption / Standard Method) Operational Costing (Full Absorption / Standard Method) Job Order Costing Batch Costing Activity Based Costing (ABC)

On Request

Contract Costing

On Request

On Request On Request On Request On Request

Budgeting Static Budgeting Flexible Budgeting Rolling Budgeting

On Request On Request On Request

Other Modules Plant Maintenance

On Request

Engineering (R & D)

On Request

Project Management Fleet Management Cane Management

On Request

Work Flow

On Request On Request

CONTENTS About Roadmap Perfect Fit for MSME Roadmap - ERP Architecture Roadmap - Financials

Roadmap - Customer Relationship Management

Marketing

Customer Support

Roadmap - Cost Management

General Ledger

Process Costing (Full Absorption / Standard Method)

Accounts Payable

Operation Costing (Full Absorption / Standard Method) 35

Accounts Receivable

Process / Operational Costing - Key Features

Cash Management

Job Order Costing

Taxation

Batch Costing

Fixed Assets

Activity Based Costing (ABC)

Contract Costing

Roadmap - Sales & Distribution & Quality Control Inventory Control

Roadmap - Budgeting

Purchase Order

Static Budgeting

Subcontracting

Flexible Budgeting

Gate Entry Management

Rolling Budgeting

Roadmap - Supporting Modules

Transportation

Sales Order

Plant Maintenance

Quality Control

Engineering (R & D)

Project Management

Roadmap - Planning & Manufacturing

Roadmap - Other Modules

Routing

Bill of Materials

Cane Management

Demand Management

Fleet Management

Master Production Schedule

Workflow Management Reports Client Testimonials

Material Requirement Planning

Manufacturing Resource Planning

Shop Floor

Manufacturing Schedule

48 51

Roadmap - HR & Payroll Management HR-Planning

HR-Recruitment

HR-Employee Portfolio

HR-Orientation

HR-Training & Development

HR-Performance Appraisal

HR-Leave & Time Management

HR-Loan Management

HR-Business Trip

HR-Ticketing

HR-Medical

HR-Government Relations

Payroll Management

Integrate Innovate Succeed

visit us www.roadmapit.com

About Roadmap Roadmap IT Solutions Private Limited is one of the fastest growing IT companies in India managed by team of highly qualified and future visionary professionals having more than 3 decades of experience in various industry sectors both in India and overseas, delivering cost effective business solutions by employing domain knowledge, applicable technologies and best practices. Roadmap is an ISO 9001:2000 certified company. As experts in ERP solutions and software development, Roadmap facilitates the customers increase their business values through business process integration, transformation, cost reduction and process re-engineering. Roadmap offers â&#x20AC;&#x153;Ready Fitâ&#x20AC;? world class ERP System suitable for all kinds of industries like Electronics, Iron & Steel, Metal products, Cable, Paper, Building materials, Chemicals, Textiles, Sugars, Ceramic, Agriculture, Automotive, Apparels & Footwear, Logistics Services, Pharmaceuticals, Engineering & Constructions and service oriented industries. It also provides consultancy and learning services in the areas of Information Security Management System, IT Service Management, Business Continuity, Oracle DBA Support Services and Content Management. Roadmap adopts proven practices & methodologies in all stages, right from requirement definition to final handover. We, at Roadmap, continuously strive for excellence in all our operations and distinguish ourselves from competitors through quality products, dedicated service, quick response to the clients' needs, domain expertise, methodology employed, affordability and flexibility in working with the clients. Roadmap follows a very rigorous recruitment process to bring in and nurture talented individuals. They are always encouraged to be partners in the business for growth. Roadmap employees are well equipped to handle any type of projects and are trained continuously on the latest technologies to expand their knowledge to offer effective solutions to the clients. Roadmap is committed to go beyond the expectations of the clients by offering outstanding products, services and adding values. Roadmap is associated with many reputed companies in offering right and appropriate business solutions to take their business forward to the future. Exceptional functional and technical expertise coupled with extensive industry knowledge makes Roadmap IT Solutions, an ideal choice for companies to rely upon.

OUR MOTTO: GO BEYOND CUSTOMER EXPECTATIONS

A problem solution tour now begins

Perfect Fit for MSME Roadmap ERP software is a fully integrated business solution for Micro Small and Medium Enterprise that gives a complete control over the planning and management of all facets of operations. With real time and easy access to information, business can adapt to rapidly changing circumstances, react quickly to customer demands, and reduce operating costs through streamlined processes and workﬂow automation.

COSTS MSMEs can start with minimum 5 user license pack and later can increase the number of license as required. With Roadmap proven implementation methodology and Industry speciﬁc best practices makes possible to cut down the implementation costs as well to the bare minimal level.

TIME With Roadmap proven implementation plan and approach towards implementation of ERP Solutions to MSMEs reduces the overall implementation time, there by cutting down the implementation costs. Right from the Business Process Study Stage to Go-Live Stage through Conﬁgure/Customize, Training, Cut-Over, Roadmap has streamlined the processes so that the implementation is effortless and simple for both client as well as the implementation teams.

PEOPLE Roadmap ERP's pre-conﬁgured solutions for MSMEs allows organizations to align with their business processes, so that the solution can be implemented with ease. With Roadmap user friendly system and step by step implementation approach, makes the implementation easier for the core people and thereby getting effective involvement of the people. Due to simplicity and user friendliness of Roadmap ERP Solutions, It makes it easier for a novice user to play upon.

USER TRAINING User Training strategies are formulated and accordingly knowledge transfer sessions are planned and executed along with necessary CBT(Computer Based Tutorials). User at the end of the training period will get a library of CBTs along with necessary manuals so that any new user can effectively use Roadmap ERP Solution via the self-learning process.

USER FRIENDLINESS Roadmap ERP system is designed in such a way that only minimal data entry is required at transaction levels, thereby eradicating human errors. Since the entry is at minimal, Roadmap ERP is very user friendly prompting to punch in only the relevant information as applicable. Most of the data is captured and internally calculated to get the required management information with accuracy.

BUSINESS PROCESS CONCLUSION We optimized Roadmap ERP features, functions and options to meet the core business needs and elude usage complexity. This system would lead to lesser time for training and system knowledge acquisition by enterprise staff and can concentrate more on their objective.

IT DEPARTMENT AND IT INFRASTRUCTURE Roadmap ERP System requires a low-end server to run the entire product. Roadmap ERP is a web enabled ERP solutions that is readily available and can be easily accessed using standard web browsers. This addresses MSME's dependency of IT / EDP Department or can have a lean IT department and infrastructure. This would save huge IT investment costs of ERP Systems implementation. Now the total cost of ownership of Roadmap ERP Systems ownership is available to MSME at very lower costs.

BENEFITS We understand that you stand in midst of tight competition and need greater efficiency and productivity to power your organization ahead of your competitors. We value your time and money invested with us and reciprocates by creating a perfect ERP solution, which will leverage your organization in following ways: Provide greater visibility and transparency to enable stake holders to take right decisions at right time. Replace diverse systems within organization with well lubricated, simple and uniform work flow mechanism. Standardize global operations and achieve quality benchmarks. Add value to your organization by infusing industry-specific capabilities. Improve forecasting and eliminate losses to increase profitability Seamless and Simple Integration of ERP applications helps organization overcome operational, management and performance challenges in a cost-effective manner.

Roadmap - ERP Architecture Roadmap ERP software is a fully integrated business solution that gives organization, a complete control over the planning and management of all facets of the operations including Accounting, Supply Chain, HR & Payroll, Planning, Manufacturing, Marketing and Customer Support. With real time and easy access to information, business can adapt to rapidly changing circumstances, react quickly to customer demands, and reduce operating costs through streamlined processes and workﬂow automation. Financials

Sales & Distribution Inventory Control

Accounts Payable

Quality Control

Purchase Order

Planning & Manufacturing

Cost Management

Inspection

Routing

Bill of Materials

Process Costing

Demand Management

Shop Floor

Operational Costing

Accounts Receivable

Subcontracting

SPC

Cash Management

Gate Entry Management

Auditing

Taxation

Transportation Management

MSA

Fixed Assets

Sales Order

Master Production Schedule

Job Order Costing

Material Requirement Planning

Batch Costing

Manufacturing Resource Planning (MRP - II)

Activity Based Costing (ABC)

Manufacturing Schedule

Contract Costing

General Ledger

Loan Management

Ticketing

Marketing

Static Budget

Employee Portfolio

Leave Management

Medical

Business Trip

Performance Appraisal

Self Service

HR Intelligence

Payroll Management

Govt. Relations

Flexible Budget Customer Support

Workﬂow Management

Rolling Budget

Activity Management

Notiﬁcations

Fleet Management

Recruiting

Cane Management

Orientation

Supporting Modules

Project Management

Budgeting

Engineering (R&D)

Planning

Training & Development Plant Maintenance

CRM

HR & Payroll

Business Intelligence

Project Plan - Micro Industries Description

Duration

Requirement Analysis : AS IS Study and documentation

1 Week

Process Mapping : Process Mapping, Master & Cut off data preparation, Forming Training Strategy

1 Week

2 Weeks

Product Training : Training on “Roadmap ERP” product to the module owners / users, submission of user manuals Go-Live & Support : Up all the “Roadmap ERP” business functions and obsolete the legacy system

3 Weeks

Rollout : Ensure independent handling of the system by the users, train the product backup strategy

1 Week

Pre-Requisite - Micro Industries Master Data Supplier Master

Hardware Requirements

Cut Off Data Stores - Opening Stock

Processor : Intel ® Xeon ® E5620 (4 Core, 2.40 GHz, 12MB L3, 80W)

Customer Master

WIP Subcontractor Opening Stock

Class & Subclass Item Master Process Master

Pending PO's Pending Sales Orders Pending Production / Subcontracting Orders

Bill of Material Bill of Resources

Supplier Bill-wise balance Customer Invoice-wise balance

List of Accounts (Chart of Accounts)

Cash Book / Bank Book Opening

Employee Master

Employee-wise Leave Opening Balance

Trial Balance

RAM

: 8 GB

Hard Disk : HDD - 500 GB X2 Raid 0 Mirroring (OS Mirroring) HDD - 600 GB X3 - Raid 5 Mirroring (DATA Mirroring) Operating System : Windows / Linux

Roadmap - Financials

General Ledger Roadmap General Ledger helps the organization in managing their operations efficiently by providing all financial reports for quick decision making & financial control. General Ledger is integrated with all other modules linking transaction related to customers, supplier, departments, employees and inventories. This makes all the information available from various locations in one repository.

Business Process Flow

Respective Department

GRN (Purchase) GRN (Subcontract) AP - Bill Booking AP - Debit / Credit Note AR Doc / Debit / Credit Note Sales Invoice Bank Payment / Receipt Cash Payment / Receipt Payroll

Automatic Posting

Trial Balance & Ledgers

L e d g e r

Financial Statements P & L A/c Balance Sheet Cash Flow Statement Fund Flow Statement Ratio Analysis Budget Veriﬁcation

Prepares and Fixes Budget

Budget

Distribution Journal Periodical Posting

Accounting & Finance Department

Recurring Journal General Journal

On Approval

Business Process Mapping Supports to maintain multiple business entities, units (manufacturing / distribution), branches, profit centre, cost centres etc. based on the expanding business needs in centralized data repository. Multi-level chart of accounts and budgetary control. Module-wise Period Close Control. Yearly / Periodical Budget Preparation. Concurrent operations in two consecutive financial years in parallel (pseudo year end and year end). Multiple currencies and automatic handling of financial / customs exchange rates. Different types of GL journals with reversal options; Application journals created by integrated application modules. Distribution journals to distribute GL balance from single account to multiple accounts in determined percentage. Recurring journals (fixed / variable): Offset the prepaid expenses / accrued revenues. Manual journals for the adjustments. Year end journals.

Beneﬁts Monitoring Yearly / Periodical Operating Expenses. Actual Vs Budget Comparison. Stock Valuation (Standard Cost, Market price, Moving/ Weighted Average Cost, LIFO, FIFO). Trial Balance, P & L, Balance Sheet, Fund Flow Statement, Cash Flow Statement, Ratio Analysis. Generation of Financial Statement SCH-VI / Revised SCH-VI ; (1) Up to Period (2) Quarterly (3) Monthly. Run Pseudo Year End / Year End.

Roadmap - Financials

Accounts Payable Keeping the organization in good standing with the suppliers, Roadmap Accounts Payable automates many events like system generated payments schedule, selective payments and post-dated cheques as per the predeﬁned policies with online approval for prompt payments. Features are available to enter debit note / credit note in dual mode, cancellations, adjustments and prepaid expenses by having total control over payables.

Business Process Flow Receives PO / Subcontract / Schedule & acknowledges

Supplier

Purchase/Subcontracting Department

Gate

Stores

Quality Control

Sends Material, DC & Invoice

Receives cheque RTGS along with Payment advice

Prepares and sends Purchase / Subcontract order / Supplier Schedule

Enter Inward Details

Converts the gate entry into GRN and enter actual goods receipt details

Forwards Material & DC to quality for Quality Inspection

Stores receives quality completed materials & forward bill to ﬁnance

Receives the material and enters the accepted & rejected details, QI details and forwards to stores

Supplier Statement Register the bill & apply the required TDS, ESI, Deduction

Return the rejected / excess material & send Debit Note / Invoice to Supplier

Accounts Payable Department

AP Aging Input to the Tax Statutory

Pending Payable Due

Cash Management Payable

Advance payment request against PO/PI

Prepare cheque / RTGS Payment

Prepare Cash / Bank Payment Voucher

Send Payment advice along with cheque RTGS details

Statutory Due Payment

Business Process Mapping Multiple GRNs to single invoice / single GRN to multiple invoices. Supplier Bill Registration (1) Purchase GRN / with waived quantity handling options (2) Subcontracting GRN (3) Landed Cost / with provision Vs actual handling (4) Expenses with deduction option of (i) TDS (ii) ESI. Supplier bill registration for various service tax categories with Recoverable / Non Recoverable options. Milestone based due date / amount calculation. Multi-bill expenses. Easy to generate debit note / invoice for the purchase rejection returns, quantity / price / discount / tax / charges deviation, excess quantity receipt return, subcontracting Primary & Secondary Rejection W / WO material. Supplier bills, credit note / payments, debit note adjustments. Debit Note-Expenses / Revenue, Adjustment (Supplier / Customer / Employee). Credit Note–Expenses/ Revenue, Adjustment (Supplier / Customer / Employee). Handling (1) Exchange Rate Variances (2) Round Off Variances.

Generating Supplier statements, supplier outstanding, credit note and debit note. AP aging analysis at the summary and detailed level(Activity date / Due date based). Beneﬁts AP Aging Analysis. Tracking unbilled GRN for Purchase / Subcontracting / Landed Cost. Generation of Supplier Statements. Tracking returnable (1) Purchase Rejection items (2) Purchase excess receipts (3) Subcontract - Primary rejection items (4) Subcontract – Secondary rejection items. Tracking supplier (1) Outstanding bills (2) Unadjusted bills. Tracking supplier balances currency-wise for (1) Advance (2)Payables. Tracking Supplier Settlements (1) Payment against invoices (2) Invoices against payments. Generating bill registers (1) Bill-wise (2) Item-wise.

Roadmap - Financials

Accounts Receivable Roadmap Accounts Receivable facilitates collection planning and automatic schedules along with collection history to track and analyse the customers. It is possible to handle automatic offsets and analyse sales performance with receivables tracking for each salesperson, sales territory, including commissions, commissioned sales, non-commissioned sales, and cost of sales information with multi currency support and full control over the receivables process.

Business Process Flow Sends PO / Subcontract / Schedule

Receives the Material, DC & Invoice

Customer return the rejected material along with Debit Note

Makes the Payment

Receives Payment Receipt

Customer

Input to the Statutory Department

Prepares Packing List, DC & Invoice

Commercial

Runs MRP & Plans Purchase & Production Planning Department

Manufactures the products & replenish the stock Production

Receivable Due AR Document

Registers Sales Return and raise Debit Note / Invoice for the Sales Return

Accounts Receivable Department

Cash Management Receivable

1.Pending Receivables 2. Adv. Receipt against SO/ PI

Prepares Cash / Bank Receipt Voucher

Customer Statement AR Aging Input to the Tax Statutory

Send Payment Receipt to Customer

Business Process Mapping Maintenance of 6 types of ledger for each customer and make necessary adjustments (1) AR (2) Advance (3) PBG (4) SD (5) Retention (6) EMD. Invoice Registration (Sales Invoicing). Debit Note - (1) Distribution (Expenses) (2) Adjustment (Supplier / Customer). Credit Note - (1) Sales Return (2) Distribution (Expenses) (3) Credit Note - Adjustment (Supplier / Customer). Milestone based due date / amount calculation. Provision to update receipt date and calculation of aging based on receipt date. Handling Exchange Rate Variances. Customer Invoices, Debit note, Credit note, Payment Receipts adjustments. Non-Performing Assets. Dunning Letter.

BeneďŹ ts AR Aging Analysis Summary & Details - (1) Foreign Currency (2) Functional Currency. Milestone based due date & due amount calculation (1) Invoice Date (2) Customer Receipt Date (3) Customer material consumption date. AR Aging Analysis (1) Area (2) Territory (3) Sub-Territory (4) Country (5) Customer (6) Currency-wise. Receivable Analysis.

Roadmap - Financials

Cash Management Roadmap Cash Management system provides timely processing of payments / receipts against invoices or any other advices through cheque / DD / Bank Transfers / cash and allows reconciling bank accounts with ﬁnancial accounts quickly and easily. Miscellaneous transactions such as Bank charges, Interest and Loan instalments are also processed appropriately.

Business Process Flow

Supplier/ Customer

Accounts Payable Department

Commercial/ Accounts Receivable Department

Payroll Department

Cash Management Payable

Cash Management Receivable

Supplier sends the material along with DC & Invoice against the PO

Supplier receives the Payment

Registers bills against GRN Purchase, GRN, Sub contracting & Expenses

Registers Debit Note/ Invoice for the Purchase Rejection, excess quantity & deviation Invoice

Prepares all kind of Sales Invoices

Registers Debit Note/ Invoice from the customer for the Sales Return

Customer makes the Payment

Receives Payment Receipt

Registers Sales Order & speciﬁes advance to be received

Process Payroll & determine Salary Payable 1. Payable Due 2. Statutory due records TDS,ESI, Service Tax, Excise, VAT etc. 3. Advance Payment 4. Payment for Expenses 5. Processed Payroll

1.Receivable Due 2. Advance Receipts against SO/ PI

Prepares Bank / Cash Payment Voucher

Prepares cheque / does RTGS transfer

Prepares Bank/ Cash Receipt Voucher against Receivable Due/ Advance Receipt

Send cheque/ RTGS details along with payment advice

Send Payment Receipt to Customer

Business Process Mapping Multiple bank accounts with different currencies of operation. Multiple petty cash accounts and supports payment / receipt to / from customer, suppliers, employees and transfer to other petty cash. Preparation of payment voucher and payment through cheque / cash / DD / bank transfer. Cash ﬂow estimation. Bank Transactions Payment for (1) Supplier bills (2) Expenses (3) Processed Payroll (4) Employee Payables (5) Tax Authorities (6) Bill of Exchange Miscellaneous Payment to (1) Supplier (2) Customer (3) Employee (4) Cash (5) Imprest. Advance payment against (1) Purchase Order (2) Proforma Invoice. Issuance of post dated cheque and auto posting. Receipt against (1) Customer Invoices (2) Revenue Miscellaneous Receipts from (1) Supplier (2) Customer (3) Employee (4) Cash (5) Imprest. Advance receipt against (1) Sales Orders (2) Proforma Invoice. Cash receipt from multiple customers and single deposit. Foreign receipts bank advice entry (Charges at offshore, Local Handling). Receipt of post dated cheque and auto posting. Multi currency receipts from customer. Bank Charges entry. Earnings entry. Fund transfer entry between bank accounts. Bank Interest calculation. Clear / Void Payment / Receipt documents.

Load the bank statements(text file) and clear the matched documents. Bank Reconciliation. Cash Transactions Payment for (1) Supplier bills (2) Expenses (3) Processed Payroll (4) Employee Payables (5) Tax Authorities . Miscellaneous Payment to (1) Supplier (2) Customer (3) Employee (4) Cash (5) Imprest. Advance payment against PO. Receipt against (1) Customer Invoices (2) Revenue. Miscellaneous Receipt from (1) Supplier (2) Customer (3) Employee (4) Cash (5) Imprest. Advance cash receipt from customer. Petty Cash Reversal / Cancel. Cash Forecasting Generation of Cash Forecasting and comparing with actual. Actual Cash Inflow / outflow analysis. Supplier / Customer Document Adjustment. Tracking un-cleared cheques issued and received. Bank book, cash book and bank reconciliation statement. Benefits Cash Forecasting Analysis . Cash Outflow : AP Bills, Purchase Request, Purchase Order, GRN, Payroll. Cash Inflow : Sales Invoices, Sales Order. Actual cash inflow / outflow Analysis. Bank Interest calculation. Tracking un-cleared cheques Issued / Receipts. Tracking post dated cheques Issued / Receipts.

Roadmap - Financials

Taxation Taxation, both direct and indirect is an integral part of any organization. It speciﬁes methods & procedures for valuations and tax calculations. Any changes done by the Government in the taxation structure such as computation logic and slab can be easily implemented in the system through conﬁgurable formula based calculation methodology.

Business Process Flow Book the supplier bills with all Tax details like ED, VAT, CST, Service Tax, TDS, C-Form, H-Form, ESI etc. Accounts Payable

Prepares Invoice / Debit Note for all the Purchase Returns with all Tax details such as ED, VAT, CST, Service Tax, TDS, C-Form, H-Form, ESI etc. Prepares invoices with all tax details ED, VAT, CST, Service Tax, TCS, C-Form, H-Form etc.

Commercial Department

Statutory Department

Prepares Invoice / Credit Memo / Debit Memo / Receipt from the customer with all tax details such as ED,VAT, Service Tax etc.

Issues / Receive the pending C, H, E1, E2 Forms and update in the system

Generates following Tax Registers periodically: 1. Excise Register - RG-23A, RG-23C, RG1, ER 1 & ER6 2. VAT Annexure - (I, IA, II, III, IV, Export IV Import) 3. Service Tax -Payable Register,Credit availed Register 4. TDS Register 5. C-Form Issuance Register 6. C-Form Receipt Register 7. H-Form Issuance Register 8. H-Form Receipt Register 9. E1 -Form Register 10.E2 -Form Register

Business Process Mapping Tax sets with different combination of charges, taxes, third party commission, discounts etc. Each component can be built with formulae. Maintain tax tariffs with different slabs for different periods and system automatically calculates the taxes with the effective period. Tracking of taxes to be paid to Government bodies on periodical / yearly basis. Capturing recoverable, non-recoverable taxes from the bill booking. Provision to adjust Excise Duty Payable against RG-23A, RG-23C, PLA and Service Tax.

Beneﬁts Built-in statutory reports C Form Issuance / Receipts. H Form Issuance / Receipts. E1 Form Issuance / Receipts. E2 Form Issuance / Receipts. RG 23A Part I & II. RG 23C Part I & II. RG1. ER 1. Annexure 19. Annexure 63. Update Ship Order Date. VAT Annexure I, IA, II, III, IV Export, IV Import. TDS / TCS Register. ESI Register. Service Tax Payable. Service Tax Availed Register.

Roadmap - Financials

Fixed Assets Roadmap Fixed Asset Management, it is easy to handle complete cycle of fixed asset management. User can simply track the assets details by group, category, location, responsible department, sharing departments and assets usage history. Supports two depreciation methods (financial & non-financial) and comes with features such as cost addition, revaluation, expiration and disposal of assets. Each asset has an asset ID listing historical transactions for easy traceability.

Business Process Flow Receive Purchase Order

Send material along with DC & Invoice

Supplier

Purchasing

Requesting Department

Convert Purchase Request into Purchase Order Create Purchase Request for Fixed Asset and get approval

Convert the GRN into Fixed Asset

Receive the material

If Asset expires

Periodical Depreciation

Retire the Asset

Accounting & Finance

If Assets become obsolete

Yes

If need to be scrap/ sold

Terminate the Asset

Scrap the Asset

Scrap

Sales

Raise Sales Invoice for the Fixed Asset

Business Process Mapping Convert the GRN entry into Fixed Asset record. Register the Fixed Asset details and depreciate as per (1) Companies Act (2) IT Act. Supports two types of depreciation methods (1) Straight Line (2) WDV. Depreciation / Amortization / Depletion. Fixed assets sharing by multiple departments with the share percentage. Automatic apportion of the depreciated value among the shared department. Fixed assets activities includes : Asset Registration, Periodical depreciation, Cost addition. Asset revaluation and extension of assets life. Retirement, Termination. Selling retired / terminated assets to customer / supplier / employee or scrapping the Fixed Asset. Convert the capital WIP into Fixed Assets. System generated GL journals for all ﬁxed assets transaction.

Benefits Easy generation of fixed assets register. Tracking of the following fixed asset information by department, group, location etc. Assets, purchase cost, salvage value, depreciation value. Net asset value, periodical depreciation value, sharing departments. Retired assets, terminated assets. Periodical value of opening balance, addition, retirement, termination, net asset value etc. Tracking forecasted depreciation amount for the period / year. Compare Yearly / Periodical depreciation expenses.

Roadmap - Sales & Distribution and Quality Control

Inventory Control Roadmap Inventory Control facilitates managing the inventory effectively in the organization with suitable control mechanisms resulting in reduction of inventory related cost. It has feature like tracking obsolete inventory, fast, slow, non-moving items, ABC Analysis, Trend Analysis etc., which will enable the organization to maximize inventory turns, eliminate shortages and excess inventory investment.

Business Process Flow Supplier

Receives Purchase Order

Sends material along with DC & Invoice

Purchase Request

Generate Purchase Order

Purchase

Planning

Gate

Runs MRP, generates and approves Purchase Request

Enter material inward details Enter Accepted/ Rejected, QI details

Quality

Quality Control

Convert the Gate Entry into GRN & forward it to QC for Quality Inspection

Receive QC completed material

Receives approved material request & Issue Material

Stock Count enters

Compare System Vs Physical

Update Stock

Inventory Plan ROL / Min-Max Planning

Stores/ FG WH

Shop Floor

SFG/ Assy FG Receipt

Material Receipts

Raises material request for production order

Receive the material

SFG/ Assembly FG Completion

Material Return

Material Request for the subcontracting Order

Receive the material

SFG Assembly FG Completion

Material Return

Material Request

Receive the material

Material Return

Material Request against WO

Receive the material

Material Return

Subcontractor

Department

Maintenance

Business Process Mapping Deﬁnition of multiple item types, classes, subclasses, groups, subgroups and assign the items. Multiple UOM and conversion factors at item and UOM level. Active, inactive and obsolete statuses for the items. Deﬁne multiple type of warehouses (1) Standard (2) Rejection (3) Excess (4) Subcontractor (5) Customer (6) Rework etc. Supports to maintain bins in the warehouses. System generated Purchase Request / Production Order/ Material Request automatically when stock reaches Re-order level/ Minimum level. User access level warehouse-wise item / sub-class / class for purchase / material request. Material consumption - approval & budget control. Material Request (1) WIP(Production Order) (2) Subcontractor (Subcontract order) (3) Department (4) Warehouse and approval. System generated MIV for available stock against the Material Requests and MIV Posting. Material Return (1) WIP (Production Order) (2) Subcontractor (Subcontract order) (3) Department (4) Warehouse and approval. Inventory costing methods (1)Weighted Average Cost (2) LIFO (3) FIFO. Stock count comparison during different period / year without freezing the warehouse operation.

Material transactions controlled by material management. Benefits Tracking pending material requests . Efficient inventory planning and control (1) Reorder level Planning (2) Min / Max Planning (3) MRP Planning. Tracking different type of items stock such as (1) Raw material (2) Consumable (3) Packing Material (4) Semi-finished goods (5) Finished goods (6) Spare parts (7) Assembly etc at inspection warehouse, Rejection warehouse, WIP, FG, Subcontractor etc. Tracking rejected and scrap materials. Material Consumption Analysis – Department-wise,class-wise. Current stock Analysis (Qty & Value) – WH-wise, class-wise. Periodical Stock on hand Analysis (Qty & Value ) – WH-wise, class-wise. ABC analysis based on individual item value/ consumption value. Fast Slow Non (FSN) moving item analysis. Physical Stock Count – Stock Shortage / Overage Analysis. Tracking expired items (lot number and qty).

Roadmap - Sales & Distribution and Quality Control

Purchase Order Roadmap Purchase System automates procurement functions starting from purchase request, RFQ, quotation, comparative statements, purchase order and appropriate authorization control at all levels as per the HR hierarchy. The Landed Cost capability enables the organization to calculate all costs. It monitors supplier performance periodically. It is also linked with Accounts Payable, Inventory, Material Requirement Planning (MRP) modules to have a comprehensive system that optimizes timely purchases with the dynamics of inventory control.

Business Process Flow Receives RFQ

Receives Purchase Order / Supplier Schedule

Prepares and sends quote against RFQ

Supplier

Planning Department

Supplier sends material along with DC & Invoice

Supplier receives rejected material

Prepare Purchase Request / Supplier Schedule Request based on MRP Supplier Schedule

Receive Approved Purchase / Supplier Schedule Request

Purchase / Supplier Schedule

Purchase

RFQ/ PO

Purchase Department

Place Purchase Order / Supplier Schedule

RFQ

Generate RFQ and send it to Supplier

Stores

Gate Entry Quality

Automatic creation of purchase request based on the Reorder / Min / Max planning

Creates GRN manually or convert the Gate entry into GRN & sends to QC for QI

Receives the Accepted / Rejected material

Inspects the materials enter observation,accepted & rejected qty

Forwards accepted / rejected material to stores

Receives quote, enter details and prepare comparison chart

Forwards the invoice to Finance Department

Enter the Material Inward, DC & Invoice details Receives the material along with Inspection Request

Quality Control

Registers the bill against GRN

Accounts Payable

Prepares Debt Memo / Invoice and return the rejected / excess material along with Invoice / Debit Memo

Business Process Mapping Approved suppliers for the items, share of business, contract prices/ catalog prices / standard / user deﬁned prices . Purchase request for stocked / non-stocked with detailed schedule of qty and date with/ without RFQ. Purchase Request – Cancellation / Close Short. Supplier Schedule Request and Approval. PR / PO approval authorization and budget validation. Single/multiple RFQ generation from single / multiple purchase requests. Supplier quote price entry and price comparison. Conversion of single quotation to single / multiple PO's. Conversion of single / multiple purchase requests to single / multiple PO's. Conversion of Supplier Schedule Request into Supplier Schedule Order. Supplier's credit limit alert. PO amendments, PO cancel / close short. Supports PO to receipt qty tolerance%, early / late day's tolerance and partial shipment allowed option. Conversion of Gate Entry into Goods Receipt Note. Multiple GRN for single PO / supplier schedule order and single GRN for multiple PO's/supplier schedule order.

Handling excess quantity and waived quantity receipts. Register landed cost and apportion it to single / multiple GRN based on value / weight. Rework and accept the purchase rejection. Single / multiple purchase return for single / multiple GRN rejected quantity. Raising Debit note / invoice for the purchase rejection. return / excess quantity receipt return w/wo GRN reference and w/wo goods / QPD variance. Beneﬁts Tracking Purchase Request / RFQ / Quotation / Order/ Planned Material receipts at any instances. Tracking Pending Purchase Request ( Order Conversion). Tracking Pending Purchase Order by Supplier / Buyer / Item. Summary and Comparison of purchases yearly/ periodically. Comparison for budgeted vs actual purchases. Supplier Performance Rating. Tracking pending purchase request / purchase orders / short close purchase orders. Amended purchase order excess quantity / pre-printed format. Periodic purchase receipt / price comparison / purchase summary.

Roadmap - Sales & Distribution and Quality Control

Subcontracting Roadmap Subcontracting handles the various processes of subcontracting efﬁciently starting from procurement request to subcontract, considering Share of Business (SOB), labor contract rates and converting the procurement request into subcontract order. It also facilitates the receiving of subcontract items and ﬁnally registering invoices against the outsourced process.

Business Process Flow Receives RFQ for Item processes and prepares quotation & forward to the organisation

Receives sub contractor order along with material & DC

Receives open PO/ Amendment

Process the Material and sends along with DC & Invoice

Receives Debit Memo for the Primary/ Secondary rejection item

Subcontractor

Sub Contracting Department

Planning Department

Prepares RFQ for item process and forward to sub contractor

Stores

Quality

Quality Control

List of pending outside processes

Convert into sub contractor order & approves

Prepares production order and copies the processes from product routing

Material request & allocation

Gate Entry

Receives quote prepare open PO/ Amendment

Material Issuance to subcontractor with DC

Convert the gate entry into GRN, generates material consumption against DC & forward to QC Department

Stores department receives the material, stock decreased at subcontractor location

Forward the GRN details along with bill to ﬁnance department

Enter the material inward details in 7 categories 1. Processed 5. End Bits 2. Unprocessed 6. Cut Samples 3. Declared scrap 7. Partially Processed 4. Scrap Inspects the material enter the QI observation, accepted & rejected details and sends back to the store

Prepare Debt Memo / Invoice and return the Primary / Secondary rejection item W/ WO material

Business Process Mapping Subcontract Labor contract rates for each supplier, item & process. Subcontract requests with the required BOM Specification. Conversion of subcontract request into subcontract order with BOM Specification,which facilities expanding or decreasing the subcontracting process. Creation of Subcontract orders from Production shop floor process pending buckets. Subcontract order for Rework, Value addition etc. Auto creation of material requests, material issuance and DC for subcontract orders. Subcontract Order Close short / Amendment. Entering Landed Cost and apportioning to single / multiple GRN's. Subcontract GRN for (1) Processed (2) Unprocessed (SFG) (3) Supplier Declared Scrap (4) Scrap (4) End bits (5) Unprocessed (Std) (6) Cut Samples (7) Partially Completed. Subcontract receipts through Gate Entry option. System generated material consumption as per BOM and adjusting against the DC's. Raising Rework order to repair/ disassemble / scrap the primary / secondary rejected items. Raising debit memo for the Primary & Secondary rejection w/wo material.

Beneﬁts Tracking expired Open PO for the item process purchases. Tracking unprocessed subcontract requests, supplier schedule requests. Tracking un-received subcontract order / suppliers schedules etc. Tracking pending gate entries for GRN conversions. Tracking pending GRN lines for quality inspection. Tracking quality completed pending GRN lines. Subcontract Analysis : Yearly / Periodical Class wise / Supplier wise / Buyer wise / Process wise. Subcontractor Performance rating. Tracking stock at subcontractors at any instance. Tracking pending DC with subcontractors. Tracking pending subcontract orders, requests etc.

Roadmap - Sales & Distribution and Quality Control

Gate Entry Management Roadmap Gate Entry Management is very user friendly so that the security personnel can be trained to make the entries. Roadmap Gate Entry Management ensures the perfect control of the gates and seamlessly integrates with Purchase Order / Subcontract Management.

Business Process Flow Receives PO & Sends the Material Supplier

Receives the material along with DC

After processing sends material along with DC & also returnables DC material

Subcontractor

Receive the material along with DC

Sends the Sales Return material

Receives the Machine/ Tool for external service

After completion of the process sends the material along with DC

Customer

Service Provider

Purchase Department

Subcontracting Department

Sends PO for the Material

Sends Subcontract Order along with material

Creates delivery challan with returnable/ non-returnable goods

Prepares Sales Invoice

Creates delivery challan for the returnable / non-returnable materials

Commercial Department

Maintenance Department

Prepares DC for the Machine / Tools which requires external maintenance service

Prepares Trip Sheet with DC & Vehicle details Transportation

Gate Keeper

Register the following inward details: 1. Purchase Material 2. Subcontract Material 3. External Service Machine / Tools 4. Sales Return 5. Others

Post the Document

Business Process Mapping Register all Returnable and Non Returnable inward details such as (1) Vehicle details (2) Material details. Option to capture the gross weight of incoming vehicle, tare weight while vehicle going out and determine net weight of the goods. System / manual created returnable / non-returnable DC's from various sources Consolidate the DC's created from multiple source and generate single / multiple outward entry with vehicle details. Track the returnable material with aged days. Visitors Gate Pass. DC to DC matching / mapping.

Roadmap - Sales & Distribution & Quality Control

Transportation Roadmap Transportation Management helps the organization to efﬁciently manage transportation requirements to and from between; multiple units/plants within organization, movement of material from supplier / subcontractors, movement of dispatch material via sales to customers. Organization can use their own vehicles or contract the same to third party carrier suppliers.

Business Process Flow Sends quote for transportation price

Carrier sends bill for the transportation services

Request quote for the rates different destination, shipment mode, weights etc.

Prepares transportation schedule with different carriers/ company own vehicle

Prepare Trip sheet with different pick from / ship to location

Carriers

Transportation Department

Commercial Department

Purchase/ Subcontract Department

Accounts Payable Department

Cash Management Payable

Fixes the prices in the masters for various carriers

Makes the payment against the bills

Business Process Mapping Define organization own vehicle details. Define different carriers, rates for different transport modes such as Road, Ship, Air, based on the weight, distance etc. Efficient Transportation Schedule preparation for the material inward / outward (1) Purchase (2) Subcontract (3) Material Transfer (4) Sales Invoice (5) Others etc. with company. Trip sheet Preparation with pick and drop details and associating DC's with it. Register invoices for the transporters from the trip sheets. Comparison of actual freight collected from customers and paid to the carriers. Payment to the transporters.

Roadmap - Sales & Distribution & Quality Control

Sales Order Roadmap Sales Order facilitates order entry process by accepting orders manually and through web, validating credit limit, supporting different pricing and promotional schemes. Sales Order makes possible for the organization to have multiple price catalogues, discount plans, promotion plans, sales contracts, and standard prices for different type of customers and periods which can be used by invoicing process. By connecting the sales return with original sales invoices helps the organizations in getting accurate sales return value.

Business Process Flow Customer places Purchase Order Customer

Commercial Department

Planning Department

Shop Floor

Books the sales order or converts from sales quotation into sales order / register customer schedule

Customer returns rejected material

Prepares Packing list and Invoice

Customer makes the Payment

Customer receives the Payment Receipt

Runs MRP and determine purchase and production requirement

Produces FG as per planning requirement

Receives Invoice Accounts Receivable

Cash Management

Customer receives material, invoice & DC

Prepares Bank / Cash receipt voucher

Business Process Mapping Multiple pricing – contract / catalog /standard /user deﬁned prices for different periods. Sales order for multiple items with different delivery schedule and Bill To / Ship To addresses. Sales order validation for the customer lead time, available to promise and promise date determination. Supports multiple sales unit of measures. Firm control over credit limit. Sales Order approval / Close short / Cancel. Complete sales order picking / partial picking, multiple shipments to single / multiple invoice. Generating Pro-forma Invoice for (1) Advance (2) Pre-Dispatch Receipt and amount receipt against proforma invoice. Supporting 14 types of sales Invoices (1) Standard (2) Stock Transfer (3) Stock Transfer 3PL (4) Supplementary (5) Scrap (6)Labor (7)Service (8)Input Sales (9)Project Invoicing (10) Demo/ Exhibition (11) Fixed Assets (12) Free Replacement (13) Free Sample (14) Transfer Service Tax. System calculated tax & charges and different running invoice numbers. Sales Return (1) Return W/G (2) Return WO/G (3) Labor (4) Service (5) Supplementary (6) Others (7) Stock Transfer (8) Demo / Exhibition (9) Replacement (10) Sample.

Beneﬁts Tracking expired / about to expire open SO items. Track Open SO / Sales Order Amendment History. Tracking pending customer sch. / Sales Orders / Labor Orders. Tracking different type of invoices (1) Domestic (2) Export (3) Stock perfect calculation of taxes and charges. Easy generation of Sales Registers (1) Invoice-wise (2) Item-wise. System generated Proforma invoice / picking list / packing slip / delivery challan. Track the delivery schedule and follow-up production. Sales Analysis : Yearly / Periodical / Group-wise / Subgroup- wise / Customer-wise / item-wise. Sales Return Analysis : Yearly / Periodical / Group-wise / Subgroup- wise / Customer-wise / item-wise. Proﬁtability Analysis : Yearly / Periodical / Group-wise / Subgroupwise / Customer-wise / item-wise. Dispatch : Early / On-time / Late delivery analysis.

Roadmap - Sales & Distribution & Quality Control

Quality Control The Roadmap QC module identiﬁes any deviation from the set quality standard and type of quality related costs the company incurs. The company can achieve higher quality at lower costs by devoting more resources to quality planning and appraisal thereby reducing the number of defects produced.

Business Process Flow

Stores Department

Shop Floor

Purchase, Subcontract, GRN- Inspection Request WIP Return, Pre-dispatch Inspection Request

Accepted/ Rejected details

Production process completion, Final product Inspection Request

Accepted/ Rejected details

Sales Return Inspection Request

Accepted/ Rejected details

Commercial

Quality

Complete the inspection document & forwards back the material & QC report to originator

Receives Inspection Request

Create Inspection document, enter quality observation, defect details, accepted, rejected details

Shop Floor in process inspection

Enter quality observation details

Gauges entry, calibration due details

Is calibration due?

Enter calibration details

Open NCR & enter non compliance details and preventive action can be taken

Enter action taken details

Close NCR

Quality Department

If Study Due

Update next calibration due date

Create Study Record & update details

Business Process Mapping Measurement System Analysis Bias Study. Linearity Study. Stability Study. R & R Study. Beneﬁts Tracking pending inspection requests (1)Purchase (2)Subcontract (3) Shop Floor (4) Sales Return. Non-Conformance/ Monthly Inspection Status. Efﬁcient Defect analysis (tracking the defective products by defect code and reasons). Pareto analysis on attribute data & quality related variable charts. System generated quality related variable charts. Tracking QC history data. Tracking Open NCR items. Tracking calibration gauge due & MSA study due records.

Easy setup of Inspection plans for the Purchase items & manufactured items. Standard QC characteristics for the variables and spec for the Attribute types. Single, double and multiple sampling. First Stage Inspection. Collect and analyze the quality data's at the following inspection points. (1) Purchase GRN (2) Subcontract GRN (3) Shop Floor transfer (4) Stock Inspection (5) Sales Return (6) Material Return from WIP (7) Material Transfer (8) Service Work Order. Shop Floor - In Process Inspection. Inspection Document (1) Register value for Variable & Visual characteristics (2) Enter defect codes and quantity (3) Register Accepted, Accepted On Deviation(AOD), Primary & Secondary Rejection quantities (4) Register defect code and quantity. Serial number tracking for the defects. Raising NCR for the Purchase / Subcontract/Shop Floor / Sales Return Rejections Parts Per Million (PPM) Analysis. Statistical Process Control Process Capability Study. Process Performance Study. Pareto Analysis. Calibration Gauges. Calibration Dues. Calibration.

Roadmap - Planning & Manufacturing

Routing Routing in Planning & Manufacturing speciﬁes the sequence of operations carried out in the manufacturing process. With Roadmap ERP system, this can be automated by deﬁning primary routing and alternate routings for the item. This is also tightly linked with modules such as Bill of Materials (BOM) and Bill of Resources (BOR). Facilities like lead-time offset percentage will enable to identify the time required for a process to complete the job/operation of an item and total time can be estimated for each order.

Business Process Flow Warehouse Components / Material Item Flow

Components / Material

Operation - 1 (Resources)

Components / Material

Operation - 2 (Resources)

Primary

Alternate

Operation - 3 (Resources)

Repetitive Production Line MIS Reports

Item

Warehouse Components / Material

Process

Dept - 1

Dept - 2

Routing System

Dept - 3

Process Layout

Business Process Mapping Define processes, work centres and process sequences to build an repetitive / discrete / flow manufacturing item. Define the completion percentage for each process, Inspection Required, Tool Setting approval required, Lot Serial generation option, Inside/Outside process option, instruction sheet no, drawing number etc. Supports to have primary and alternate routing for the items. Alter item routing at any instance.

Bill of Materials Roadmap BOM is created by specifying the relationships among the various components in a hierarchical structure. BOM is a primary requirement for planning & manufacturing, subcontracting and supports any number of levels. A Parent Item will have relationships with one or more component items and same components may be used in many different assemblies within manufacturing. BOM is linked with MRP and Production / Job Order to compute the material requirements.

Business Process Flow Primary

Finished Item

Alternate

Assembly - 2

Assembly - 1

MIS Reports

Item

Sub Assembly-1

Sub Assembly-2

Component-1

Component-2

BOM System Warehouses

Component-3

Component-4

Component-5

Component-6

Routing

Business Process Mapping Deﬁne material required, quantity and its sequence in different processes, source warehouse, scrap percentage, consumption required for the manufactured item. Supports Assemble To Order, Ship To Order items, optional items, options within option, phantom assemblies etc. Different UOM for the child items. Primary and alternate BOM for the items. Conﬁgurable product, with multiple options, dependents etc. Flexible workday calendar creation. BOM generation at selective level.

Option to run BOM program for each end item with primary and several alternate BOM to generate material requirements and comparison for the following: Material Requirement Planning. Production Orders. View item structure assemblies, subassemblies, components and raw materials in tree form. Track Material where used. Track interchangeable components. Determine material cost for the end item / assembly and subassembly and cost comparison for different item. 17

Roadmap-Planning & Manufacturing

Demand Management The purpose of Demand Management is to determine required quantities and delivery dates for ﬁnished products to arrive at future demand. It is a collaborative process involving internal and external participants. Information from several sources is collected and organized in order to estimate future demand based on market conditions. Customer requirements are created in sales order management.

Business Process Flow

Marketing Department

Commercial Department / Projects

Business Process Mapping

Enter forecast for the Make to Stock items both independent / dependent items or generate forecasts from the historical value

Enter Material request for the projects

Enter sales order / customer schedule details

Demand Management Input to MPS / MRP

The total demand Planning Department

Enter ﬁrm / tentative forecast details for each item. Consolidate the total demand from sales forecast, sales order,customer schedule projects etc. Demands can be prepared for each unit separately and acts as input for MRP. Supports to maintain the demand for ﬁrm and tentative period. Support to copy the demand from previous

Master Production Schedule Organizations that make more than one product often have an additional challenge on deciding how much of each product must be produced. The detailed statement on how much to produce and when to produce, is commonly called, the master production schedule (MPS). Roadmap MPS explores the ﬁnished goods as per the level speciﬁed and determines the exact number of required manufactured items & resources.

Business Process Flow

Engineering

Deﬁne, Routing, Bill of Materials, Bill of Resources

Enter Sales forecast details

Marketing

Commercial

Enter Sales Order / Customer Schedule details

Stores

Enter day to day transaction of material receipts and issuances

Purchasing

Create Purchase Order for PR

Update Production completion details

Shop Floor Demand Management Consolidate the total demand

Planning

MPS Engine Run MPS and determine net material requirements considering all demand & supply

Released Planned Order

Rough Cut Analysis

Business Process Mapping Multiple MPS and option to load the demand from sales forecast / demand schedule / Sales order / disaggregating the plan.

Rough cut capacity analysis with different simulation sets.

Validation for planning time fence, demand time fence and release time fence.

Easy deﬁnition of work-off, holidays, work shifts in the workday calendar.

Summary of available Vs allocated resources by department.

Order promising / ATP check with multiple scheduling options such as forward, backward, no forward / no backward, forward / backward etc.

Routing Based

Rate Based

Roadmap - Planning & Manufacturing

Material Requirement Planning Roadmap MRP accepts MPS / Demand Management as input and explodes the BOM; calculates gross requirements for child items, compares demand vs supply and determines the net requirements. Information on demand and supply are generated from the integrated modules such as inventory, purchase / subcontract order, production order etc. Release process, generates necessary documents like purchase request, subcontract request and production order automatically.

Business Process Flow

Engineering

DeďŹ ne, Routing, Bill of Materials, Bill of Resources

Enter Sales forecast details Marketing

Commercial

Enter Sales Order/ Customer Schedule details Enter day to day transaction of material receipts and issuances

Stores

Create Purchase Order Purchasing

Shop Floor

Update Production completion details

Demand Management

Planning

Consolidate the total demand

MRP Engine Run MRP and determine net material requirement considering all demand & supply

Release Planned Order

Business Process Mapping Organization can run MRP as and when required from the consolidated Demand Management. Supports Single Organization / Multi-Organization Planning. Option to run MRP with primary and alternate BOM to generate material requirements and comparison. Requirement for end items / assembly / subassembly / components / raw materials. Gross requirements, Net requirements. Supply: Purchase Requests, Purchase Orders, Production Orders, Stock. Demand: Sales Forecast, Sales Orders, Safety Stock, Material Requirements for the pending production / subcontract orders. Projected QOH. Planned order release. Material Requirements for the pending production / subcontract orders. Projected QOH. Planned order release. System generated purchase orders as per Share Of Business (SOB) for the following type of products: Purchased items Manufactured items Available stock check before issuing the production order

Roadmap-Planning & Manufacturing

Manufacturing Resource Planning Bill Of Resources (BOR) deﬁnes the resource requirements to produce the items. BOR can be setup for each item by deﬁning the resource groups required in each process and number of hours required for single unit or number of units per hour, which can later be used to compute the required resource hours for the MPS / MRP / Production order quantities. Since Roadmap MRP-II is linked with Roadmap MPS, MRP and Shop Floor Control, it is easy to do the Rough Cut Capacity Planning (RCCP) and Capacity Requirement Planning (CRP).

Business Process Flow Demand Management consolidate the total demand from 1. Sales Forecast 2. Sales Order 3. Project

Determine resource required for the planned order release qty

Run MPS

Run MRP

Planning Department

Shop Floor

Plant Maintenance

Capacity requirement Planning

Rough cut capacity analysis

Compare Resource required Vs Resource availability

Updates available capacity

Update Resource available details

Enter preventive maintenance schedule

Business Process Mapping Track the resources availability by departments / shifts/ process. Resources sharing among the departments. Easy to deﬁne the resource groups, resources and bill of resources for the item. Flexibility for addition or deletion of resources with start and end date. Determination of resource requirements for the following: Master Production Schedule. Material Requirement Planning. Production Order. Rough-cut capacity planning. Routing Based. Rate Based. Capacity Requirement Planning.

Roadmap-Planning & Manufacturing

Shop Floor Roadmap Shop Floor Control (SFC) efﬁciently tracks the production / job order. The SFC module is designed with the detailed management of activities and the ﬂow of materials inside the plant including the workers, materials, machines and time utilized in production. SFC determines requirements of raw material, tools and resources for production/job order and generates material request to the concerned warehouses automatically and keeps track of material movements.

Business Process Flow

Planning

Runs MRP and generate production order

Schedules the production order processes

Process 1...n

Receive the material and process

Process Completion

If process inside outside

Shop Floor

QC Required ?

Yes

Create Material Request

Inside

Forward to QC

No No

Accepted

Yes

Is Last Process ?

Yes

Transfer Subassembly / FG to FG / SA

Stores / FG WH

Quality

Receives material request and issues material

Convert the Gate Entry into GRN and forward to QC

Completes QC

Receives subassembly / FG from Shop Floor

Completes the QC

Quality Control Repair

Repair/ Disassemble Scrap

Disassemble

Increase/ decrease stock

Rework Centre Scrap

Subcontractor

Gate Entry

Receives subcontract Order and materials

Increase scrap stock

Process the material and sends back to the co.

Enter Inward details

Business Process Mapping Supports following manufacturing types: Discrete manufacturing. Repetitive Manufacturing. Process / Flow Manufacturing. Tracking production orders, material / resource requirement for the production order and statuses. System generated material requests for the production order processes. Monitoring day to day manufacturing activities such as resources / material used, scrap etc. Reporting periodical Work In Progress (WIP) in production line / processes. Tracking daily production status such as products completed, rejected, rework, scrap transferred, WIP etc. Back-flush consumption of materials. Benefits Production Analysis : Daily / Weekly / Monthly / Item-wise. Productivity / Utilization / Efficiency Analysis. Tracking actual at each production stage. Idle Time Analysis. Production Plan Vs Actual Analysis.

Roadmap-Planning & Manufacturing

Manufacturing Schedule Scheduling is deďŹ ned as task assignment and time allocation for the use of resources - such as personnel, equipment and facilities for production activities or jobs. Many companies establish daily production and work schedules, but with change of customer demands and with occurrence of other incidents, the scheduling may be revised one or more times during the day. Roadmap Manufacturing Scheduling effectively allocates the resources for the production order based on the priority or user can manually schedule the resources usage. Parallel the user has options to reallocate the resources for an alternative production order or reschedule the production order.

Business Process Flow Released Production order with process details

Planning

Shop Floor

Sequence the production order based on: 1.Critical Ratio Rule 2.Earliest Due Date 3.Shortest Processing Time 4.Slack Time Remaining Rule

Set priority for the resource

Load Resource non-available details based on preventive maintenance schedule

Run Schedule program which will schedule resources

Make it ďŹ rm schedules

Business Process Mapping Track the scheduled orders, scheduled start date, end date, required hours for the process and order. Support to sequence and schedule the production orders and resources in the following methods: Critical Ratio Rule. Earliest Due Date. Shortest Processing Time. Slack Time Remaining Rule. User-deďŹ ned priority. Track the resource allocation for the job and allocated date. Track the resources available hours and allocated hours for the jobs. Easy to plot the chart to compare the available and required load on daily basis. Supports scheduling for repetitive, discrete and batch production systems. Effective tracking of rescheduling activity.

Roadmap - HR & Payroll

HR-Planning Roadmap HR planning gives long range, short range and departmental plan for the manpower requirements. It is an integral part of corporate planning and budgeting process. The system will check for the available manpower as per the activities mentioned by the user and ﬁnalizes the required manpower to generate the request instantly.

Business Process Flow

Top Management

Middle Management

Long Range Plan/ Objectives

Short Range Plan/ Objectives

Department Objectives

Department Manager

Determine required Activity, Job Titles

Compare Plan Vs Actual manpower

Generates manpower request & forward to HR

Receives manpower request

HR Department

Business Functionality Define job titles, positions, organization chart, job description, standards, qualifications, skill sets, specification.

Hierarchy of HR Planning is used for document forward and approval in Roadmap ERP Modules.

Long term / short term / department plans and objectives. Plan for manpower and compare with the available.

View employees and their positions as well as vacant positions, Planned Vs Actual Manpower.

Planned manpower approval – Long and short term.

System generated manpower requests.

Manpower requests and approval.

Tree structure view of the hierarchy.

Roadmap - HR & Payroll

HR - Recruitment Today's demanding contracting and stafﬁng environment requires a human capital management solution that enables rapid and cost-effective recruiting and stafﬁng. Roadmap HR-Recruitment handles the complete cycle of recruitment starting from manpower request, advertisement, application receipts, scheduling & conducting different evaluation processes such as employment test, selection tests, written tests, selection interviews, supervisory interviews, background check, reference check, issuing offer letter and upto completion of including candidate into employees' master list.

Business Process Flow

Department

Sends man power request to HR Department

Candidate submits the application Online

Candidate HR Department receives the application for candidate and upload it into Resume Bank

Search Resume Bank

Resume Bank

Fetch Suitable application No

HR Department Deﬁne the test for Batch

If Qualiﬁed

Yes

Employee Test Written Test Interview Reference Check Background Check

Evaluation

Yes

Create Batch with set of application for each job Make Advertisement / through consultant and collect CV

Update the status in Resume Bank

Update Status in Employee application

Employee Master

Business Functionality Handling of approved manpower requests, forming batches based on the job titles, positions etc. Automatic matching of selection criteria. Tracking of manpower request batches, tests, job titles and applicants. Managing advertisement and preliminary application receipts. Online job application submission. Maintaining all details related to applicants (Huge volume of resume bank support). Formation of multiple question sets based on job titles. On-line written tests (objective & descriptive). Scheduling of written test, employment test, medical test, interview, reference check, background check etc. On-line evaluation, selection interviews, supervisory interviews, realistic job previews. Track all operations of recruiting. Issue / track offer letters and contractual agreements. Online messaging (Alerts).

Roadmap - HR & Payroll

HR-Employee Portfolio Roadmap HR Portfolio facilitates storing & accessing critical employee records and providing instantaneous retrieval of employee related information. This information includes the employee profile, career information in the organization such as departments served, different positions/locations assigned, merit increase, compensation and benefits details such as basic salary, fixed allowance, variable allowance, different insurance paid by company, tax deducted from employees, loan etc.

Business Process Flow Approves the proﬁle HR Manager

Register new employee personal details, dependent details, bank A/c details, statutory document education experience, skill details

HR Department

Create proﬁle and enter salary, grade, allowance details and forward for approval

Update employee salary, department work location, grade, job, title, position details

Prepare employee proﬁle changes for annual merit increase, contract renewal, promotion, compensation & beneﬁt changes, transfer etc and forward for approval

Enter employee resignation, termination details and create proﬁle changes

Business Process Mapping Define applicable grades, min/max salary and allowances for each grade. Supports different types of employments (1) Company (2) Contract (3) Subcontract (4) Temporary (5) Trainee (6) Apprentice (7) Consultant. Enter employee personal details, traits, dependent details, education qualification, skill sets, experience, contract details, notice period, etc. Register profiles for new hire, promotion, transfer, compensation and benefits information, miscellaneous changes. Register statutory details such as ESI, PF, Income-tax, Aadhaar, and bank account details. Register memos, warning letter, show cause notices issued to the employees. Register the employee resignation, termination details and approval through workflow. Register employee service award details, various certificates issued details. Register and track the employee grievances.

Benefits Tracking employees complete details such as Personal, Career details, compensation & benefits details, training details, dependent details, etc. Tracking employee profiles pending for approval. Track employee legal documents information (Passport, visa, driving license, work permit, identity card, medical card, insurance), validity period and providing necessary alerts. Track Active / Terminated / Resigned Employee details at any instance. Monthly department-wise employee headcount analysis (Opening Count, Addition, Deduction, Closing Count). Employee Attrition Rate Analysis.

Roadmap - HR & Payroll

HR-Orientation Orientation is the introduction of new employees to the organization, their work units and the job. This is also applicable for the employees who are transferred, promoted to new environment, etc. With Roadmap HR Orientation, activity sequencing, scheduling and conducting the orientation programme could be done at ease professionally. It ensures every new employee passes through the programme without fail. The facility of linking the orientation type with speciﬁc employees will ensure the HR department to plan for different orientation programmes for different categories of employees such as purchaser, machinist, operator, accountant etc.

Business Process Flow

HR Department

Add newly joined records and request for orientation program

Prepare orientation plan

Organization Orientation

Department Orientation

Department

Business Process Mapping Multiple orientation programs as per different job titles. Organizational, departmental and job orientations. Post orientation evaluation and have feedback from participants. Schedule and monitor complete orientation programs.

HR - Training and Development Attracting the most qualified employees and matching them to the jobs for which they are best suited is important for the success of any organization. In an effort to improve morale, productivity and to limit employee attrition rates, the organization effectively use employee skills, provide training opportunities to enhance their skills and boost employees' satisfaction with their jobs and working conditions. Roadmap HR Training & Development facilitates the organization in conducting enrichment programs. Since it is possible to find the cost involved in the training, the approval based on the financial budgets and the amount spent per person can be easily traced. The pre and post evaluation of training will help the organization to rate outcome of the training.

Business Process Flow Prepares Annual Training Program List Training & Development Department

Sends Training Program details Training Institution

HR Department

Announces the internal/ external training program details to departments and request for the participants list

Training External/ Internal program

Receive the applications

External

Sends PO to the Training Institute

Employee Training Records

Internal

Department Heads

Receives the Training program details and sends the participant list

Appraise the employee for post training

Employee attends training program Employee

Business Process Mapping Create and maintain organization's master training program. Maintain external training institutions profile. Registration of external training programs organized by various training institutions and send notification to the departments. Conduct employee's pre and post training evaluation. Efficient handling of employees approved training requests and arranging training program through internal/external training programs. Employee assessment for the training program pre-requisite skill sets. Internal/External training requirement. Training course Registers/Nominations, objectives, evaluations. Track the employee training history & Monitoring the training cost.

Roadmap - HR & Payroll

HR-Performance Appraisal Performance appraisal is the process of structured formal interaction between a subordinate and supervisor, that usually takes the form of a periodic interview (annual or semi-annual), in which the work performance of the subordinate is examined and discussed, with a view to identifying weaknesses and strengths as well as opportunities for improvement and skills development. The objectives of performance appraisals include: (1) validating selection and other management or cultural practices (2) helping employees understand and take responsibility for their performance and (3) making decisions about pay or promotions. Roadmap HR-Performance Appraisal supports all of the widely practiced performance appraisal systems.

Business Process Flow

HR Department

Methods : 1. Management by Objective (MBO) 2. Multi Rater Assessment (MRA) 3. Behaviorally Anchored Rating Scale(BARS) 4. Work Standard Approach 5. Critical Incident Method 6. Check List Method 7. Essay Method 8. Forced Choice Method 9. Ranking Methods 10.Paired Comparison Ranking

Raises Appraisal request for employee’s probationary period, evaluation, merit increase, contract, renewal etc

Receives ﬁlled in appraisal

Proposes the decision to HR Manager

Apply changes to employee ﬁle

HR Manager approves the decision HR Manager

Employee Self appraisal Employee

Employee Supervisor

Supervisor appraises the employee

Department Manager appraisal the employee Department Manager

Business Process Mapping Appraisal for probationary period, annual merit increase and contract renewal evaluation. Complete track of appraisal request upto proﬁle changes. Comparison of employee performance appraisals over a period of time. Supports (1) BARS method (2) Check List method (3) Critical Incidents method (4) Essay method (5) Forced Choice Rating method (6) MBO method (7) Ranking method (8) Work standard method (9) Scale Rating method (10) Multi Rater Assessment. Adopt any method of appraisal to suit any business environment. Integrated with employee proﬁle management to facilitate reward such as promotion, transfer, salary increase, training requirement as per HR policies of the organization.

Roadmap - HR & Payroll

HR-Leave & Time Management Roadmap Leave Management system provides accrual of leave and leave availed by the employees as per HR policy. Automated processing facilities are provided to manage leave account balances and carry forward situations, with additional functionality allowed for unused leave to be converted into payments to the employee. Each type of leave is deﬁned as per the HR leave policy and appropriate control/validations have been implemented.

Business Process Flow

Employee

Employee Supervisor/ Manager

HR Department

Employee submits leave request through system

Submits leave encashment request

Approves the leave request

Approves the leave encashment request

Converts the leave request into leave entry

Post the leave entry

Upload employee attendance details from the time attendance machine

Process leave encashment request

Late entry Permission entry

Run program to determine employee leave entry, late and overtime

Business Process Mapping Supports different leave types (1) Accruals (2) Information (3) LWOP and entitlement criteria. Register different leave entitlements for each employee. Supports periodical / yearly leave accruals. Control over leave carry forward and maximum accumulation. Paperless leave requests, approval and automatic notiﬁcation. Conversion of leave requests into leave entry. Register employee attendance details, late arrivals, permissions etc.

Beneﬁts Tracking pending employee leave requests for leave entry. Leave encashment request and automatic generation of ﬁnancial related documents/ advices. Summary on leave information. Integration with time attendance system. Track employee leave entitlements, transactions and current balance at any instance. Integration with time attendance system and determination of employee worked hours, late arrivals, permission, overtime etc.

HR-Loan Management Roadmap HR Loan Management allows any organization to effectively and effortlessly conﬁgure any policy for availing the loan, the frequency, the amount of the loan and the recovery. The system takes care of loans made to the employee and is fully integrated to the ﬁnance.

Business Process Flow

Employee

HR Manager

Registers Loan request and forward to approval

Receives loan application and approves/ rejects the application

Receives notiﬁcation that his application is rejected

Approved

Employee receives the payment through payroll/ A/c or Receives cheque

Yes Cheque/ RTGS

Prepares loan documents, enters the disbursement details & deduction details

Process the document

Loan payment entry in payroll record

Payroll adjustment records for the deduction

HR Department

Cash Management

Pay option

Payroll

Prepares payment voucher and issues cheque/ does RTGS

Business Process Mapping Deﬁne various types of loans and criteria. Employee loan request and approval details. Efﬁcient loan processing as per the company guidelines.

Loan disbursement through employee payables or payroll. Employee loan register. Flexible loan amortization schedules. Employee loan deduction through Payroll. 28

Roadmap - HR & Payroll

HR - Business Trip Business trip is one of the main activities performed for the purpose of marketing, selling, procurement and training. Any event of business trip has to be veriﬁed and validated as per the policies procedures and department goals. Roadmap HR Business Trip helps the organization to plan and execute the business trips with the necessary validations and authentication.

Business Process Flow

Marketing Department

Prepares business trip request for the marketing & gets approval and forwards to HR

Concerned Department

Prepares business trip request for the training and gets approval & forward to HR

HR Department

Receives approved business trip request and forwards copy to accounts department

Per diem/ Reimbursement

Accounts Department

Employee

Per diem

Books the required hotel, airlines tickets

Receives approved bus trip request & makes the advance payment

Receives the approved bus trip request and pays the perdiem amount

Reimbursement

Employee submits the expense bill & returns excess money

Business Process Mapping Setting up employee entitlements for the business trip. Register Business trip request for training, sales & marketing, procurement and approval through work ﬂow. Two types Per Diem – Per day expenses paid in advance. Reimbursement – post business trip reimbursement process.

Expenses registration, approval and tracking. Shortfall deductions through Payroll. Tight control based on eligibility criteria and company policy. Tracking business trip costs.

HR- Ticketing Roadmap HR supports the ticketing procedures for the business trips of the employees and their trips on vacation with their dependants. In ﬁnance, both expenses and liabilities are taken care and automated and the ﬁnancial implications are also planned in advance.

Business Process Flow

HR Department

Periodic ticket accrual

Receives the ticket request validates and issues voucher to travel agent for the employee and dependents ticket

Raises ticket request for himself & dependents Employee

Travel agent receives the ticket voucher and issues the ticket to the employee and sends invoice to the company Travel Agent

Business Process Mapping Air ticket entitlement for the employee and dependents for annual vacation/Rest & Recreation leaves. Periodical/Yearly Accrual of Ticket. Ticket Issuance Register. Ticket Encashment which is paid through AP Payables or Payroll. Tracking ticket current balance for the employees at any instance. Ticket cost calculations.

Roadmap - HR & Payroll

HR - Medical The medical benefits offered in organization varies according to the grades/Job title. Also it requires strict validations, as it involves financial and HR policies. It can be linked with the medical insurances of the respective employee to enable the prompt claim. The automated allocations ensure error - free medical claims or benefits procedures. Roadmap HR-Medical supports actual expenses reimbursement scheme or hospital contract scheme for the employees. It facilitates registering the reimbursement invoices/hospital invoices in order to compute liability and expenses. While registering and approving invoices, system validates all the criteria such as treatment coverage and maximum amount in order to have rigid control over the medical expenses.

Business Process Flow Request for insurance card

Insurance

Enter Employee and dependent medical entitlement records

Insurance/ Hospital contract/ Reimbursement

HR Department

Insurance Company

Hospital Contract

Sends ID request for the treatment

Reimbursement

Issues the insurance card to employee and dependents

Sends invoice to the company for the premium

Receives the request and issues identity card

Employee avails the treatment whenever required

Hospital sends invoice to the company

Visits any hospital/ Physician for the treatment & submits invoice to the company

Reimbursement

Receives the invoice and makes payment to employee

Cashier

Business Process Mapping Hospital Contract. Medical Insurance. Tracking Employee and Dependents medical expenses. Approval of Medical Expenses. System generated AP documents for Hospital Contracts and Employee Payable documents.

Employee and Dependents eligible medical treatment list. Position based eligibility criteria. Employee-wise / Dependent-wise / Treatment-wise Budgets. Supports three types of employee medical schemes. Medical Reimbursements.

HR - Govt. Relations

Roadmap Government Relations module efﬁciently handles the Government relation activities such as applying new employee iqama, renewing iqama, sponsorship transfers, exit & exit-re-entry visas, business visa’s, labor visa’s etc. HR department can request and monitor Government relation requests related to the employees. Government Relation department can view approved requests from various departments and take appropriate action on timely basis.

Business Process Mapping

Business Process Flow

HR Department

Government Relation Department

Requests the following to GR: New IQAMA Request IQAMA Renewal Request Sponsorship Transfer Exit - Reentry Visa Request Business Visa Request Labor Visa Request

HR receives and updates the government relation details in the concerned employee HR ﬁle

Receives the service request for the different government relation service and process the record updates the details to HR

Efﬁcient handling of labor visa’s, foreign employees’ recruitment requests, agency authorization and visa stamping activities. Monitoring available labor visa’s by profession and nationality, expiry date, applying new labor visa and visa status maintenance. Efﬁcient handling of the following requests from various departments and updating the status: New Iqama, Iqama renewal. Exit & Exit-Re-entry visa, Sponsorship transfer. Business visa, Labor visa & Family visa.

Roadmap-HR & Payroll

Payroll Management The automated and integrated Roadmap Payroll helps the HR people to process the payroll with a touch of a button. Also it helps any department like Finance, Costing, and Production department to fetch and utilize the data for any employee related analysis. Payroll supports conﬁguring any kind of elements and combinations with a simple conﬁguration tool without the intervention of a technical person. Roadmap payroll automatically transfers the accumulated/earned liability like leave encashment, gratuity etc., to the respective liability accounts. Organization can generate and submits the ESI, PF and other statutory from the payroll system.

Business Process Flow

HR Department

Updates Employee proﬁle ﬁle 1. New Hire 2. Merit Increase 3. Transfer 4. Promotion 5. Termination/ Resignation

Enter employee overtime details

Re-prepare

Prepare the payroll

If Payroll is ok

Verify the payroll

Payroll Department Yes

Process the payroll

Employee salary&allowance adjust file, leave file, overtime file, late arrivals

Pending Payroll Payables Cash Management - Payable

Payment through Cash/ Bank

Bank

Cash

Make the Statutory Payments due

Generate employee statutory reports

Prepare Bank payment Voucher

Issues cheque/ does RTGS transfer

Prepare Cash payment Voucher

Pays cash to employees

Business Process Mapping Employee current salary and allowance details. Integration with all other HR modules. Fully configurable payroll formulae. Rigid validations over payroll data. User definable recurring and non-recurring allowances and adjustments. Employee overtime additions. Disbursement of reimbursement. Prepared / processed payroll summary & details. Employee account statement. Bank transfer statements for disbursement of compensation and benefits. Employee pay slip / cash employee Statement.

Benefits Option to prepare payroll multiple times, verify and process payroll. Generation of up-loadable ESI, PF Statutory Reports from the processed payroll . TDS calculation. Arrears calculation with retrospective effect. Maintenance of payroll history. Tracking employee remuneration history. System generated periodical/ annual accruals based on the user-configured formulas. All mandatory statutory returns. End of service benefit and final settlement.

Roadmap-Customer Relationship Management

Marketing Roadmap CRM helps the organization to enhance the business prospects, through its marketing module with automated features. Roadmap CRM marketing module assists the marketing team in identifying prospective customers, trends, track campaigns, maintaining and tracking customer proﬁle, etc. Through Roadmap Marketing module, complete marketing activities starting from lead generation upto conversion of order can be handled efﬁciently.

Business Process Flow

Accounts (Prospect/ Customer)

Convert Lead into Prospect

Receives Regret letter

Sends Response

Receives Quote

Qualiﬁed

Follow up & visit report

Receive Order Acceptance

Yes

Close the Lead

Yes Feasibility Study required? No

Marketing

Is Feasible

Yes

Is Costing required?

Send regret Letter

Prepare and send quote to account

Yes

Order Received

Yes

Re-quote Required

Prepare Costing Sheet

Is Account Prospect?

Prospect

Create Customer

Customer

Yes

Order Lost File

Convert quote into order

Sends order acceptance to customer

Commercial

Business Process Mapping Register different type of campaigns (1) Trade show, (2) Advertisement, (3) Banner Ads, (4) Conference, (5) E-mail, (6) Webinar, (7) Cold Calls with the details of budget, expected sales count, responses etc. Register leads which were generated through multiple campaign program, qualify/disqualify the leads. Convert qualiﬁed lead into prospect and register contact person, sales person details, etc. Register opportunity details for the customer/prospect, update follow-up details, stage & visit report etc. Register the feasibility study report and sends regret letter for the opportunities which are not feasible. Prepare cost sheet for the opportunity lines. Easy creation of quotation and multiple revisions. Approve the quotation and converts approved quotations into sales orders.

Customer and Prospect Management. Opportunity failure analysis/Feasibility Regret analysis. Registering follow-up and expenses details. Marketing partner management, Asset Management, Product Catalog. Benefits Tracking opportunity details by prospect/ customer/ salesperson. Track the pending quotation details by prospect/ customer/ salesperson. Track the opportunity pipeline. Leads Conversion Summary. Document Management and in-built work flow. Automatic notification through E-mail / Phone / SMS. Hit-Rate analysis for decision making. Cost Monitoring.

Roadmap-Customer Relationship Management

Customer Support It is necessary for some of businesses to maintain warranty info for the products sold. Service contract can be executed for the warranty completed machines. For both the case, it would be necessary to maintain some of spares which would be provided for free of cost when it is failed and organizations will maintain the periodic service schedule. Roadmap CRM covers all customer support activities start from registering warranty info, service request upto spares and service invoicing.

Business Process Flow Raises service Request

Receives Quote For service

Receives invoice and makes the payment

Acceptance

Customer

Sales Invoicing with warranty details

Yes

Fix appointment and install the equipment

Warranty/ Yes AMC expire

Generate and send proforma invoice for AMC

Installation required

Update Warranty/ AMC details for the equipments

Periodical check for Warranty/ AMC machine details

Order received

Yes

Customer Support

Customer service request

Check machine status

Warranty/ AMC

Check spares coverage & quote req.

Yes

Prepare and send quotation

Per call

Receive material ďŹ x the problem & close the service order

Spares Stores

Receive approved material request

Create service Order

Generate Material request

Enter material consumed, Labor usage details and prepare invoice

Track the defective spares to be received from service engineer

Issue Material

Business Process Mapping BeneďŹ ts Complete tracking from service request registration and upto service order closing/invoicing by area/service engineer. Tracking pending service requests by service engineer/territory. Tracking defective spare inward, warranty validation with supplier, return to supplier, in-house repair etc. Analysis of the following: Machine Service History. Service engineer work load analysis. Installation failure. Service Call Response Time Analysis. Service weightage. Warranty/ AMC/ Per call to AMC conversion. Problem occurring Frequency. Call & Failure Analysis.

Automatic creation of warranty records while sales invoicing. Update installation details for equipments. Preventive Maintenance service schedule generation from the invoice/installation date. Update the Preventive Maintenance completed details. System generated AMC proposals (Proforma Invoice) for the warranty/ Annual Maintenance Contract completed equipments. Conversion of Proforma Invoice into invoice for the AMC proposal accepted. Registering customer services request and easy access of the machine Warranty/AMC status and spares covered under warranty/service contract. Easy preparation of Proforma Invoice for Per Call basis equipments, spares/service not covered under warranty/service contract. Conversion of Customer Service Requests into Service Orders Enter material consumption, labor/resources usage for the service order. Easy closure of service order and spares invoicing, spares warranty consumption and service invoicing.

Roadmap - Cost Management

Process Costing Full Absorption Method Under a process cost system, costs are accumulated to each process. Input UOP quantities are derived from raw materials issued to the processes, multiplied by conversion factor, periodical opening WIP and semi finished goods received from other processes being multiplied by EUP factor. To allocate costs for WIP, inventories of partially finished goods at the end of the period in each process must be expressed in terms of completed units. To derive the quantities of WIP and transfers between processes, it will be calculated after considering the EUP Factors. Periodical finished goods receipts by stores are valued based on EUP factors. All the above quantities are considered as output UOP and the input amount (summary of DL, DM and OH) are apportioned based on output UOP. With Roadmap Cost Management it is easy to trace the split of point for joint products. Besides we have been facilitating with handling normal / abnormal wastage and by products.

Business Process Flow Periodical/ Yearly GL Balance Raw Material

Material Issues Direct Materials

Opening WIP WIP Closing WIP Semi Finished Goods

Direct Labor

Overhead

Material Return

Conversion Factor Costing Pool

Transfer In Transfer Out

Product Unit Cost

MIS Reports

Equalizing Factor Application Journals

FG Receipts Split of Point

Update Transaction Cost

By Product Joint Product

Standard Method When a standard method is used, it is required that pre-determined calculation of how much cost should be under speciﬁed working conditions. Products are setup with standard cost which are employed in the transaction while receiving Finished Goods, COGS, calculating WIP. During ﬁnancial period end actual costs are derived from GL and differences between actual and standard costs are considered as either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost is either increased or decreased. The new cost would be effective until next cost Rollup / Rollover.

Business Process Flow Periodical/ Yearly GL Balance

Direct Materials

WIP

Actual Cost Pool Equalizing Factor

FG Receipts Finished Goods

Overhead

Over / Under Absorption

Standard Cost Pool

COGS Inventory

Split of Point

Direct Labor

Application Journals

By Product Joint Product

Apply Over / Under absorption into Inventory COGS and WIP

Periodical / Yearly Standard Cost for the Product

MIS Reports

Roadmap - Cost Management

Operational Costing Full Absorption Method Under operational costing system, DL & OH of each process and DM are accumulated to each class. Though the process is similar there is significant difference in the usage of materials i.e., input and output. So the input and output are categorized as different classes. Raw material consumption are extracted from the inventory issuance based on the conversion factor and materials like WIP / Semi finished goods / finished goods quantity are calculated based on equalizing factor. To allocate costs for WIP, inventories of partially finished goods at the end of the period in each process must be expressed in terms of completed units, which will be multiplied by EUP factor to derive WIP UOP quantity. Transferred In and out quantity derived from periodical semi-finished goods transferred between processes multiplied by EUP Factor. The direct labor and overheads are apportioned based on the output quantity and direct material would be apportioned based on the user configuration.

Business Process Flow Periodical / Yearly GL Balance Raw Material

Material Issues Material Return Direct Materials 1

Direct Materials 2

Direct Materials 3

Direct Labor

Overhead

Opening WIP WIP

Class

Closing WIP Semi Finished Goods

Transfer In

Update Transaction Cost

Product Unit Cost

Costing Pool

Transfer Out FG Receipts

Split of Point

Conversion Factor MIS Reports

Equalizing Factor Application Journals

By Product Joint Product

Standard Method Standard costs fixed for different classes of product. WIP, cost of good sold, inventories for each class derived from the respective transactions. During financial period end actual costs are derived from GL and differences between actual and standard costs are considered either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost fluctuates. The new cost would be effective until next cost Rollup / Rollover.

Business Process Flow Periodical / Yearly GL Balance

Class

Direct Materials 1 WIP

WIP

Finished Goods

FG Receipts

Direct Materials 2

Actual Cost Pool

COGS Equalizing Factor Inventory Split of Point

By Product Joint Product

Direct Materials 3

Over / Under Absorption

Standard Cost Pool

Application Journals

Direct Labor

Apply Over / Under absorption into Inventory COGS and WIP

Overhead

Periodical / Yearly Standard Cost for the Product

MIS Reports

Roadmap - Cost Management

Process / Operational Costing Key Features Full Absorption Method

Standard Method

FIFO and Weighted average cost method of WIP valuation.

Standard cost for all manufactured products.

Periodical opening and closing WIP quantities & amount with the completion percentages.

Periodical opening and closing WIP quantities with the completion % and standard value.

Transfer of ﬁnished goods from any processes (by product, joint product).

COGS and Inventory in standard value. Semi ﬁnished goods transfer.

Periodical input quantity to processes, semi ﬁnished goods transfer.

Direct labor, direct material and overhead. Transfer of ﬁnished goods from any processes (by-product, joint product).

Finished goods receipts, process wise direct labor, direct material and overhead.

Tracking over / under absorption variances application to inventory, WIP and cost of goods sold.

Normal spoilage, normal loss, abnormal loss and abnormal gain.

Comparison of standard Vs actual cost.

Joint products, by products and scrap.

Comparison of pre and post over / under absorption variances application to WIP, COGS and Inventory.

Conversion Factor and Equivalent Unit of Production (EUP). Compare the cost involved in different periods.

Periodical product cost Rollup / Rollover.

Periodical cost determining ﬂow.

Determination of over / under absorption.

Accurate apportioning of processing cost for the joint products in the following methods:

Applying over / under absorption variances in inventory, WIP and cost of goods sold.

Physical measurement.

System generated journals with the newly updated cost.

Relative sales value. Relative sales value minus further processing cost. Weighted average method. Handling of joint products, by-products, scraps, spoilage, WIP, etc. System generated journals with the newly updated cost.

Roadmap - Cost Management

Job Order Costing Job Order Costing is applicable for organizations where products or services are identiﬁable by individual units or batches. The Costs attributable to a particular job are assigned directly to it. Since each product is identical, product cost can be determined by dividing total manufacturing costs by total units produced. This average cost applies equally to all units produced. It is quite normal that job order may start and end in single ﬁnancial period or pass through different periods and simultaneously multiple job order's will be in progress. Roadmap Job Order Costing enables the user to determine the estimated cost for the Job Order by determining material and resource requirements exploding through planning data such as BOM, Routing and Bill of Resources. With Roadmap Job Order Costing it is easy to account material cost, labor cost, overhead, periodical WIP, inventories for each job order and enables the user to compare the summary of costs involved in job orders with actual costs and understand the difference to job orders as overheads. Roadmap Job Order Costing facilitates track the product cost for different job orders in different periods. Maintains the details of inventories for each job order while shipping & invoicing the job orders through Roadmap sales order, perfect COGS would be computed. This facilitates to arrive and analyze net earnings in each Job Order.

Business Process Flow

Material Issuance

Direct Material

Time Card Entry

Direct Labor

Resource Usage

Overhead

Business Process Mapping

Job Order Cost Pool

Opening WIP

Product Unit Cost Apply Difference Info Overhead

Closing WIP

Update Stock Cost Application Journals

FG Receipts Actual Roadmap General Ledger

Direct Material Direct Labor Overhead

Batch Costing

Estimating material and resource requirements for job order Actual DM, DL and OH at each stage and job order wise. Status of WIP with completion %. Monitoring of ﬁnished goods. Periodical product cost for each job order. Applying overheads / idle man hour cost based on labor hour / machine hours. Material requirement and issuance to the job orders. Resources requirements, time card and resource usage entry for the job orders. Sales Order shipping for the job order. Apportion the difference in applied and actual overheads in the following methods: Adjusted allocation-rate approach. Pro-ration approach. Write-off to cost of goods sold approach. Job order-wise P & L.

Batch costing is used where identical items are produced in batches like clothing, footwear, engineering components, etc., treated as a batch during manufacture and the various costs – material, labor and overhead are recorded. The costs of a batch are ascertained in much the similar way as the individual job. Cost for these items are estimated for huge batches as it will not be logical to analyze the cost of manufacturing for a single or a pair of shoes. It is advisable to group the identical items and perform the costing accordingly for the batch. Unit cost is estimated by dividing the total cost by the batch quantity. With Roadmap Batch Costing, it is very easy to group the items as a batch, automatic batch numbering, efﬁcient recording of material issued, scrap, labor time, overhead etc. Cost incurred can be compared batch wise to get the clear picture about the total cost spent.

Business Process Mapping

Business Process Flow Material Issuance

Direct Material

Time Card Entry

Direct Labor

Resource Usage

Overhead

Job Order Cost Pool

Product Unit Cost Apply Difference Info Overhead

Opening WIP

Update Stock Cost

Closing WIP FG Receipts

Application Journals

Actual Direct Material

Roadmap General Ledger

Direct Labor Overhead

Evaluation based on actual cost, average cost and normal cost. Status of WIP with completion %. Monitoring of ﬁnished goods. Periodical product cost for each batch. Applying overheads based on labor hour / machine hours. Batch-wise material requirements, yield estimation and ﬁnance analysis. Resources requirements and time card and resource usage entry for each batch. Apportion the difference in applied and actual overheads in the following methods: Adjusted allocation-rate approach. Pro-ration approach. Write-off to cost of goods sold approach.

Roadmap-Cost Management

Activity Based Costing Activity based management (ABM) is a management system which focuses on analyzing and controlling activities in the production unit or performance process in an attempt to improve customer value and enhance profitability. As part of ABM, the Activity-based costing (ABC) refines costing systems by focusing on individual activities as the fundamental cost objects. An activity is an event, task or unit of work with a specified purpose; for example designing products, setting up machines, operating machines, and distributing products. ABC systems calculate the cost of individual activities and assign cost to cost objects such as products and services on the basis of the activities undertaken to produce each product or service. Roadmap ERP supports one of the very efficient costing methodologies viz. Activity Based Costing (ABC) which is used by many organizations today. It is a management tool helping the companies to improve the business performance by managing costs and improving the efficiency at the activity level. Using Roadmap ABC, more accurate and efficient decisions can be made with reference to the products and the related costs by studying and analyzing the business activities.

Business Process Flow Indirect Cost Pool

Set Activity

Design Activity

Manufacturing Operation Activity

Shipping Activity

Distribution Activity

Admin. Activity

Indirect Cost Allocation Base

Allocation Base 1

Allocation Base 2

Allocation Base 3

Allocation Base 4

Allocation Base 5

Allocation Base 6

Indirect Costs Direct Costs

Cost Object

Direct Costs

Direct Materials

Direct Labor

Direct Expenses

Business Process Mapping Helps identifying Activities, Resources, and Cost Drivers. Accurate product costing information by reducing arbitrary cost allocations. Listing activities that are driving costs and guiding the focus areas to control cost. Identifying areas of potential cost savings. Improving budgeting and planning process of an organization. Supports the business managers by identifying, measuring and differentiating the activities those add value to the business and those do not. Eases the tracking process of allocating indirect costs to speciﬁc products. Allows more accurate reporting and analysis of overhead costs. Helps identifying costs and activities that can be minimized or eliminated. Facilitates identifying the actual cost spent on services and products. Identifying hidden costs, setting target cost and monitoring. Helps in redesigning the processes thro' cost monitoring. Provides relevant cost information to the managers for the activities they have control over. Classify and rank assets/properties in terms of cost and effort required. Assessment of assets in terms of the total cost, which can be compared to their size and value to rank investments. Helps in evaluating the options for outsourcing certain operations based on cost. Activity based overhead distribution. Applying actual direct labor, material from the GL to processes with easy conﬁguration.

Roadmap-Cost Management

Contract Costing Contract costing is a type of job costing where the job to be carried out is of such magnitude that a formal contract is made between the customer and supplier. Civil Engineering, building and construction work and shipping are examples of industries where large contract work is undertaken. When contract costing is applied, a separate number is given for each contract/project. Costs are accumulated for each contract for cost determination. Sometimes, the contract may start and end in single financial period of the organization, or may have begun during one financial period and extended to more than one financial period. Therefore the profit on the contract will relate to more than one accounting period. Roadmap Contract Costing, handles the complete business cycle of contract accounting starting from project registration, estimation, execution, accomplishment, invoicing and P & L/ Income statement.

Business Process Flow Material Issuance

Contract 1

Time Card Entry

Contract 2

Resource Usage

Contract 3

Direct Usage

Contract n

Work Completion

Work Certiﬁcation

Contract Invoicing

Retention

Contract P & L

Contract Estimation Material Requirement

Resource Requirement

Expense Requirement

Business Process Mapping Estimating material and resource requirements for contract/project. Material requirement and issuance to the contract. Resources requirements and time card & resource usage entry, expenses for the contract. Actual DM, DL, direct expenses and OH for each contract. Efﬁcient handling of subcontracting activities. Applying overheads/ idle man hour cost based on labor hour/machine hours.

Charging depreciation for the plant and machinery used by the contract. Handling of defective work and rectification of defective work. Supports lump sum contract/ cost plus contract. Handling of work certification, progress payment, retention. WIP: Cost of work completed, not completed and amount of profit. Cost accrual, revenue accrual and contract invoicing. Profit of incomplete contract. Contract-wise P& L.

Roadmap - Budgeting

Static Budgeting A budgeting and forecasting system without financial intelligence, integrated business model and data files, severely limits analytical capabilities and greatly increases the support and maintenance burden on the employees. With Roadmap Budgeting the quantified goals, measures, and budget targets are easily viewed and analyzed by management to assess top-down and bottom-up convergence. Static budgeting determines material & resource requirement, manufacturing & non-manufacturing cost from sales forecast and expected ending inventory. The revision of budget is also possible with tracking of history along with an easy way of revising. The various reports like sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted profit & loss statement, budgeted cash flow statement will help the planning department to do their job efficiently.

Business Process Flow General Admin. Budget Routing

BOM

Bill of Resources

Production Qty

Sales Forecast

Finished Goods Opening Inventory

Closing Inventory

Sales Budget

Material Requirement

Resource Requirement

Manufacturing Overhead

Purchase Qty

Non Manufacturing Cost

Factory Cost Budget Purchase Budget Cash from Operation Budget Sales & Expense Budget Budgeted Financial Statements

Raw Mat./ Components Opening Inventory

Production Budget

Closing Inventory

Flexible Budgeting A flexible budget recognizes the difference in behavior between fixed and variable costs in relation to fluctuations in output, turnover or other variable factors and is designed to change appropriately with such fluctuations. Every business is dynamic and actual volume of output cannot be expected to conform exactly to the fixed budget. Comparing actual costs directly with the fixed budget costs is meaningless. For useful control information, it is necessary to compare actual results at the actual level of activity achieved against the results that should have been expected at this level of activity (i.e. the flexible budget). Roadmap Flexible Budgeting allows the management to arrive at the figures from the click of a button. The data required are extracted from the static budget and by mentioning the percentage of level of activity will process the entire task of budgeting. The various reports at different level of activities like sales budget, production budget, and purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted profit & loss statement, budgeted cash flow statement can be generated.

Business Process Flow General Admin. Budget

Level of Activity

Static Budget

Sales Forecast

BOM

Production Qty

Secondary Secondary Secondary

Routing

Bill of Resources

Material Requirement

Resource Requirement

Manufacturing Overhead

Purchase Qty

Non Manufacturing Cost

Raw Mat./ Components Opening Inventory

Sales Budget

Closing Inventory

Production Budget Factory Cost Budget Purchase Budget Cash from Operation Budget Sales & Expense Budget Budgeted Financial Statements

Roadmap - Budgeting

Rolling Budget These are also called continuous budgets. A rolling budget is for any periods intended by the organization and which is prepared several times each year (say, once in a period, quarter etc.). Normally the budget for the forthcoming periods will be altered based on the actual implication of the period ended. The purpose of a rolling budget is to give management the chance to revise its plans, and precisely, to make more accurate forecasts and plans for the next few months. Wide range of options are available to suit the organizations to have different permutation and perception of the budget. The various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted proﬁt & loss statement, budgeted cash ﬂow statement can be generated for less and complete details as well as consolidated way.

Business Process Flow Primary

Secondary

BOM

Routing

Bill of Resources

General Admin. Budget

Level of Activity

Sales Budget

Sales Forecast

Production Qty

Finished Goods Opening Inventory

Closing Inventory

Material Requirement

Resource Requirement

Manufacturing Overhead

Purchase Qty

Non Manufacturing Cost

Raw Mat./ Components Opening Inventory

Closing Inventory

Production Budget Factory Cost Budget Purchase Budget Cash from Operation Budget Sales & Expense Budget Budgeted Financial Statements

Budgeting Key Features Extracting sales forecast data such as sales quantity & closing balance of raw material & finished goods and selling price from previous budgets, stock on hand on specific dates, sales histories, average selling quantity etc . Generation of production plan, material & resources requirements, purchase plan, etc. System generate various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted profit & loss statement and budgeted cash flow statement. For flexible & rolling budget, system generates the above stated statements at various activity levels. Budgets can be prepared instantly with accuracy, which act as an efficient decision support system.

Roadmap - Supporting Modules

Plant Maintenance Maintenance can be considered as a combination of several actions carried out in an orderly manner to repair/service or replace the components of numerous equipment in a plant. It is a systematic approach as maintenance involves setting up of objectives, planning, executing and controlling. The maintenance budget is prepared based on the maintenance activities that are scheduled for the year. It helps the management take decisions, hiring the manpower, rent the equipment, sub-contracting, spares purchase etc. The forecasting capability ensures smooth planning and execution of the system. Performance analysis helps to analyze the labor and plant performance.

Business Process Flow Update Meter Readings

Register new equipment details and ďŹ x PM schedule, spares and resource required If prev. maintenance pred. maintenance is due Maintenance Department

Enter Predictive maintenance schedule

Yes

Create Spares request

DeďŹ ne operation spares and resource requirement

Charges labor and completes the operation

Inside

Check

Receive the spares and schedule the maintenance operation

Convert into maintenance work order

Create Maintenance work order 1. Preventure 2. Predictive 3. Breakdown

Update WO status

Maintenance Operation Inside/ Outside

Outside

Raise Purchase order and send equipment / component to the service provider

Close WO

Raises Maintenance work request Shop Floor

Spares Stores

Receives material request and issues spares

Does the service and sends back the equipment with the invoice Service Provider

Business Process Mapping Long and short range planning of all the maintenance activities. Tracking maintenance request and work order status. Conversion of maintenance requests into work orders. Comparison of material and resource requirements for work order and actual consumption. Work planning, scheduling of periodical inspection and preventive maintenance. Breakdown, planned, scheduled and corrective maintenance. Condition based maintenance and reliability-centered maintenance. Forecasting maintenance requirements and work load estimation. Time-scale of resource planning, scheduling and allocation.

Statistical analysis of performance. Selection of work measurement methods. Labor performance analysis. Tracking the maintenance cost and compare with budget. Comparing required resources for the work orders Vs available resources. Tracking the various inspection schedules for the machineries. MTTR, MTBF Analysis. 5-Why Analysis Failure Analysis Maintenance Cost Analysis.

Roadmap - Supporting Modules

Engineering (R & D) Engineering / R & D department often involves in new product development, improving existing products based on the difﬁculties faced by client. R & D needs to manage various engineering activities such as handling engineering change request, work order, engineering change note, engineering routing, bill of materials and all the necessary documents. R & D department requires efﬁcient handling of all its activities by prioritizing and allocating the resources.

Business Process Flow Receives subcontract order along with material

Process the material and send back to organization

Place Purchase Order for new product

Subcontracting

Management

Raises engineering order for new product development for own use/ customer order

if new product is developed inside/ outside

Outside

Inside

Raises material request for the engineering order

Receives the materials and does the required process

If required process done Inside/ Outside

Outside

Prepares subcontract order and send material along with subcontract order

Inside

Engineering

Receives the processed completed material

In case of Tool / Pattern

Receives material request, allocates and issues the material

Prepare engineering Routing, Bill of Material, Operating manual etc

Receives the sample and send feedback

Receives pilot lot and sends feedback

Schedule the required machinery, manpower and process the material

Run Sample lot and send it to customer

Run pilot lot and send it to customer

Stores

Customer

Commercial Department

Receives the product returns to the company along with DC for production purpose

Prepares invoice and send along with the new product

Business Process Mapping Maintaining the following documents: Production Procedure. Process Check List. Testing & Inspection procedure. Tool Intimation Note. Component Specification. Final Product Inspection. Engineering Specifications. Packing Procedure. Incoming Component Inspection. Service Instruction. Drawing Revision Intimation. Critical Spare Parts. Installation Procedure. New Product Development Questionnaires. Parts Addition and Deletion. Supplier Product Specification.

Registering Product Problem Intimation (PPI) and monitoring the status. Product Problem Intimation Approval. Engineering Change Request (ECR) and status monitoring Engineering work orders for the following: New Product Development. Product revision. Preparation of Engineering Change Notice (ECN) and Product Release Note (PRN). Estimating material / resource and expenses requirements. Capturing material consumption, employee time card, machine usage and subcontracting activities. Engineering products, product routing and Engineering BOM. Preparation of production procedure, process check list.

Roadmap - Supporting Modules

Project Management Projects are distinguished by the fact that they produce unique products; they require the completion of variety of tasks using variety of resources and human skills and task performance must be well coordinated to complete the project on time and within estimated value. To be scheduled accurately, a project must ďŹ rst be decomposed into each fundamental task or activity. Precedence relationships among the tasks and estimates of the time required to complete each task must then be obtained. Materials can be issued to the projects through Roadmap's Inventory control or purchase order can be placed through Roadmap's Purchase Order to deliver the goods directly to the projects site.

Business Process Flow Customer issues purchase order

Receives Invoice

Makes Payment

Customer

Project Management Team

Runs MRP to determine net material requirement

Specify the material resource/ expense requirement

Purchase/ Manufacture

Purchase

Material Planning Manufacture

Sends approved purchase request to purchase department Raises Production Order

Purchase the required materials Purchase Department

Receive production order Production Department

Raises material request to stores

Receives the material and produces the goods required for the project

Receives produced Material

Receives the material against PO Stores/ FG WH

Dispatch Department

Commercial Department

Accounts Receivable

Receives Material Request for the project& Issues

Receives the material FG & Dispatch to the project site

Raise FG request to FGW for the project

Project Execution Team

Upon completion of the product move the material to FG WH

Receives the material

Timecard / Resource usage / Labour usage/ Expense entry

Accures revenue based on the milestone and prepares draft invoice

Prepares commercial invoice

Update project/ Task status

Receives the Payment

Business Process Mapping Multiple level WBS structure split into tasks, effective period. Material/resources / expenses requirement for the task and project. Material issued, labor & resource utilized, expenses incurred and overhead applied. Budget for each task / project and amount applied against the budget. Cost accrued and ďŹ xed asset added for the capital project. Cost/revenue accrued and amount invoiced for the contract project. Tasks completed % and status. Project estimation Vs Actual. Work accomplishment invoicing.

Roadmap - Other Modules

Cane Management Running sugar mills fully depends on the sugarcane availability; the capacity of sugar mill should match with sugarcane supply. Sugar mills involve continuous process, sugar mills start operating at the beginning of the season and get stopped at the end of the season. It becomes necessary to maintain uninterrupted supply of sugarcane when the mill is operating. Proper planning should be laid down to ensure the smooth supply. Roadmap cane management efďŹ ciently handles all the cane management activities starting from soil testing, seeding, planting, fertilizing, disease analysis, pesticide, periodical records of plot, issuing cutting order, managing transportation. With Cane Management, it is easy to forecast daily supply and total expected supply of sugarcane during the season.

Business Process Flow Cultivates the sugarcane for seed/ sugar for each season

Cutting takes place as per cutting order

RYOTS

Cane Department

Gate

Seed/ Sugar

Seed

Transfer seed to other Ryots

Sugar

Cane Department maintains sugarcane, cultivation details with Ryots/ season etc

Upon the cutting stage issues cutting order and arrange transport

Sugarcane is received from Ryot through truck & inward entries made

Capture empty truck weight & determine its net weight

Receive payment

Unload the sugarcane and goes back to weighing bridge Factory

Account Payable

Adjust the payable against the loan etc

Makes the payment by Ryots Cash Management

Business Process Mapping Database of villages, accounts, banks, branches, soil types, irrigation sources, disease types, seasons, variety etc are supported. Geographical areas, cane inspectors and assigning cane inspectors to the geographical areas are tracked. Track plot(plantation) details such as season id, ryot no, plot no, growing area, crop type (foundation nursery, crop nursery etc), planting start date, expected yield, crushing start and end date, date of plot over, soil type, irrigation source, gap between crop, insurance, cane burnt etc. Analyze ryot transaction such as seed given, fertilizer/chemical issued, loan paid, and sugarcane delivered to factory by ryot, seed supplied to other ryot etc, loan deduction, payment made to ryot etc. Maintain transporters, vehicles, addresses, rate agreement and transaction details. Cutting orders for the matured plot for factory crushing or seed. User friendly sugarcane entry details from the gate weight capturing at the weighing bridge, and tracking the details of registered/unregistered/diverted cane from other factory, transportation details such as rental and own arrangement etc. Complete integration of Roadmap ERP modules. Supports to perform various tests (lab) and analyze the laboratory results. Track the supply of sugarcane from the ryots, by geographic area, periodical based on the maturity date. Expected yield and actual analysis.

Roadmap - Other Modules

Fleet Management Roadmap Fleet Management system is powerful enough to handle the immense volume of vehicle data streaming from numerous sources. We provide ﬂeet maintenance history, fuel usage, and driver details also you can easy manage areas like insurance, asset management, tire management, inventory management, LR management as well as all expenses associated with operating your ﬂeet of motor vehicles and other mechanical assets.

Business Process Flow Enter Vehicle Details

Sends Vehicle as per the agreement

Prepares vehicle usage log and sends to commercial department

Receives vehicle and utilizes

Customer receives invoice and makes the payment

Prepares load vehicle to customer

Receives trip sheet & forwards to commercial department

Receives payment receipt

Books the vehicle to transport the goods

Vehicle Management

Signs vehicle lease agreement

Customer utilizes the vehicle & signs trip sheet

Customer

Commercial Department

Accounts Receivable

Prepares monthly invoice as per the log sheet/ trip sheet

Receives the payment and makes receipt entry and forwards receipt to customer

Business Process Mapping Maintain the complete details of Active, Passive and Active / passive Vehicles. Track the details of organization owned and rented vehicles. Seamless integration from enquiry, quotation, load order, trip sheet and receivables. Track the load orders in different statuses. Easy conversion of load order to trip sheets. Track the unclosed and un-invoiced trip sheets. Track the Purchase, Fixed Asset, Insurance details of vehicles.

Register the various expenses in association with vehicle trip. Calculate the sales commission for the sales person, agent. Track the trip allowances payable to the drivers. Revenue, proﬁt analysis by trip and vehicle. Track the maintenance cost of each vehicle.

Roadmap-Workﬂow

Work ow Management Roadmap Workflow gives you the flexibility in process handling and all you need to do is to support your business cycle by allowing the complete working process representation which can go beyond your organizational goals. You will be equipped to incorporate all managerial information's to speed up your decision making process. Roadmap workflow Benefits Assists you to automate complex business processes Maps positions and highlights their importance in the organization than people. Ensure that the right work is assigned in the right sequence at the right time to the right person in the workflow. Enhances and automates business processes. Monitoring at ease from initiation to completion. Enable the process owners to track deadlines. Roadmap Sample Workflow

Notiﬁcation

End Rejected

Reject

Notiﬁcation

Buyer

Return

PO Entry Forward for Review

PO Review

Forward for Approval

PO Approval

End Approved Return

Supplier

Roadmap ERP-Reports

Standard Reports FINANCIALS  Chart of Accounts  Recurring Journals - Fixed / Variable  Distribution Journal  General Journal  Account Statement  Operating Expenses (Matrix)  Fund Flow Statement  Yearly Budget Vs Actual  Periodic Budget Vs Actual  Supplier/ Customer Ledger Balances  Trial Balance - Main & Subsidiary - (2 Col)  Trial Balance - Subsidiary & Class - (2 Col)  Trial Balance - Main & Subsidiary - (4 Col)  Profit and Loss Account  Balance sheet with Schedule  Profit and Loss Schedule  Balance sheet Sub schedule Accounts Payable  Supplier List, Ledger  Supplier Ledger 2C (upto Date)  Supplier Settlement (Invoice, Payment)  Hold Payment List  Forecasted Payment Summary  Forecasted Payment & Details (BC)  AP Aging Summary & Details (BC) Accounts Receivable  Credit / Debit Memo  Customer Ledger (As-on-Date)  Collection Statement - Area-wise Details  AR Aging Summary & Details (BC) Cash Management  Cash / Bank Payment, Receipt Voucher  Cash / Bank Book, Daily Break-up  Cash / Bank Balance Summary  Bank Reconciliation, Exchange Rate variance Taxation  Annexure C-A Stuffing Report, Appendix III  ARE - 1 & 3, Dec. of Exporters  Form JJ, Form SDF  Pending C-Form - Issued, Received  C-Form Issuance / Receipt, H-Form Issuance Excise Reports, VAT, TDS & ESI  RG23A - Part I & II, RG23C - Part I & II, Service Tax  VAT - ANNEXURE I, II, III, IV, IA, EXP, IV IMP  TDS Statement, Sales Tax TDS Statement  ESI Statement SALES & DISTRIBUTION  Item Profile  Product Obsolete Analysis, Material Request  Pending Material Request, MR Issue Status  Pending Material Request Summary  Material Issuance Voucher  Stock Adjustment, Stock Transaction Analysis  Stock Transaction Summary - Group  Delivery Challan, Current Stock  Closing Stock Summary (Class)  Stock Count Comparison (Qty & Value)  Stock Count Comparison (Qty)  Inventory Aging

Purchase Order  Approved Supplier List, Open Purchase Order  Open Purchase Order Amendment  Open Subcontract / Job Order  Open Subcontract / Job Order - Amendment  Purchase Requisition  Pending Purchase Request  Purchase Request to GRN Tracking  Subcontract Material Request / Stock at Subcontractor  Supplier Schedule, Quotation Price Comparison  Purchase Order, Pending Purchase Orders  PO Delay and rejection chart, Pending PO(Supplier Wise)  Short closed PO, Subcontract Order Gate Entry  Gate Entry Details, Discrepancy GE Vs GRN  Gate Entry - Purchase Receipt Goods Receipt Note  Purchase & Subcontract Approved Schedules  Periodic Purchase Receipts, Planned Purchase Receipt  Goods Receipt Note, Receipt Day Book (Qty & Cost)  Material Inward List  MIR Details, Pending MIR List  GRN - QC Completed  Purchase Return Invoice Details  Purchase Order Format  Pending Purchase Receipts(Item-wise)  Supplier Rating Delivery, Supplier Performance Rating  Supplier Performance Letter Quality Management  Defect Item Analysis (Month-wise)  Deviation Concession Report  Incoming Inspection Status - Item-wise  Incoming Inspection Summary - Purchase (Supplier-wise)  Inward Inspection Report - Purchase  Inward Rejection Statement - Purchase  Monthly Status Report NCR Reports  NCR Report - 1, Pareto Analysis  Pending Inspection, Supplier Quality Rating  Supplier-wise Defect Analysis Shop Floor Production Order  Pending Production Order, Production Completion Details  Production Order Pending Material  Production Pending Request  Resource Usage Details, Work-in-Progress Status  Inprocess & Daily - Rejection Report, Inprocess Report  Monthly Production, Weekly Production, Scrap-Note  Production Loading chart Costing  Cost Sheet - Summary, Cost Sheet  RMC Details, Item Group RMC  RMC Comparison, Item RMC (Assembly-wise) Productivity Reports  Productivity – Daily / Monthly(Actual – Qty)  Productivity Report Daily / Shift-wise  Productivity B/A Idle Hours - Daily  Productivity before/ after Idle Time - Daily Sales Order  Order Acceptance Form, Sales Order - Format 1  Pending Sales Order Details  Pending Sales Order summary

Roadmap ERP-Reports

Standard Reports  Sales Order Booking Analysis - Item-wise  Area-wise dispatch schedule

Work Order  Work Order Completion  Employee Time Card  Resource Usage  Maintenance External Cost  History Cost (Last Year), History Cost Analysis (Quarterly)  Overall PM Statistics  PM Statistics by Equipment Report  Department Power Consumption Details  Power Consumption Details – Department-wise  Failure / Breakdown Analysis  Equipment Failure Analysis  Breakdown Details  Work Order Breakdown Details Month-wise HR & PAYROLL  Employees List& Position List  Muster Roll Leave  Attendance Statement, Daily Attendance  Employee Current Leave Balance  Employee Leave Balance Details  Employee Leave Balance As-on-Date  Employee Leave Details  Employee Leave Information, Transaction  Leave Encashment Details  Leave Entitlements, Leave Register Loan  Employee Loan Requisition  Employee Loan Deduction Plan  Employee Loan  Loan Document Details Allowance  Allowance-wise Employee List  Bank Statement Details, Bonus Statement  Earnings Break-Up Department-wise  Overtime Details Deduction  CPF (Prepared), CPF (Processsed)  LIC Deduction List  Prepared Payroll Statement  Payroll Preparation Details  Processed Payroll - Statement, EPF REM.  ESI Challan AC.NO.1, ESI Details  ESI Return of contrib, ESI_PF_CTC  Form-3A (EPF), Form 6-ESI  Form-6A - Annual Summary, Form-6A  Form-7 E. S. I. ACT, Form-12A  Form-16, Gratiuty_Form_A  PF Challan, PF Details Period-wise  TDS Challan, Super Annuation Form-A Payslip  Payslip_Cum_Attendance  Employees Fixed Salary Statement  Full and Final Settlement  Payroll Consolidated Statement

Packing List  Export Packing List, Packing List-Domestic Invoice  Dom-Sales Invoice(6 Copies)  Dom-Pre Printed -Invoice 1  Purchase Rejection Return - Preprinted Invoice 1  Purchase Rejection Return - Preprinted Invoice 2  Export Invoice  Guarantee Certiﬁcate Sales Register  Sales Register / Invoice Day Book  Sales invoice Summary PLANNING & MANUFACTURING  Routing Bill of Materials  Bill of Materials (Single Level)  BOM - Single Level - 1  Bill of Materials (Multi Level)  Bill of Materials – Tree (Details)  Bill of Materials (Process-wise)  Parts Where Used  Parts Where Used (Single Level)  Partial BOM List / Pending BOM List  Pending-Partial BOM for Sales Order  Lead Time Details / Cumulative Lead Time Material Requirement Planning  MRP Summary  MRP Calculation with Dependent Details  MRP-Supplier Delivery Schedule  MRP-Planned Orders  MRP-Production Line-wise  MRP-Purchase Plan  MRP-Production Plan (Item)  MRP-Production Plan - Month-wise CUSTOMER RELATIONSHIP MANAGEMENT Marketing  Customer / Lead List  Lead Status Opportunities  Opportunity Review - Checklist  Mktg Follow up Report Cost Estimation/ Quotation  Cost Estimation, Quotation  Quotation Detail by Customer  Quotation List, Quotation Status Report Customer Support  Pending Installations  Pending Installations – Customer-wise  Service Expiry Details – Area / Territory-wise  Service Contract Potential, Service Order Details  Service Schedule Analysis, Service Invoices List  Service Expenses, Service Expenses Comparison PLANT MAINTENANCE  Equipment Proﬁle, Machinery Problems / Causes  Failure / Cause/Action, Standard Operation Instruction  Maintenance Planning, Maintenance MRP Details  Capacity Requirement Analysis  Purchase Plans for Maintenance

Roadmap ERP-Reports

MIS Reports    

General Ledger  Yearly Budget Vs Actual Analysis  Monthly Budget Vs Actual Analysis  Monthly Operation Expenses Report (A/C-wise)  Monthly Operation Expenses Report (Unit-wise,A/C-wise)  Monthly P & L Account  Comparative P & L and Balance Sheet  Ratio Analysis Accounts Payable  AP - Aging Analysis (BC / FC)  Discount Analysis, Payable Analysis  Letter of Credit - Issued List  Bank Guarantee Receipts List Accounts Receivable  AR Aging Analysis (BC / FC)  Discount Report, Interest Report  Letter of Credit Receipts List  Bank Guarantee - Issued List, Payment Analysis Cash Management Collection Analysis  Collection Analysis - Area-wise  Collection Analysis - Territory / Sub-Territory / Country-wise Cash & Bank Balance Analysis  Cash & Bank Balances Status Cash Forecasting  Cash Forecasting Analysis - Daily / Weekly / Monthly  Cash Forecasting Vs Actual Analysis-Daily/ Weekly/ Monthly Purchase Order Purchase Analysis  Monthly Purchase Statement (Supplier-wise)  Monthly Purchase Analysis (Class-wise, Subclass-wise )  Monthly Purchase Analysis (Product-wise, Buyer-wise)  Monthly Purchase Analysis (Unit-wise, Group-wise)  Yearly Purchase Summary  Yearly Purchase Value Different Currency  Yearly Purchase (Unit-wise)  Yearly Purchase (Sub Group-wise,Sub Class-wise )  Monthly Purchase Statement  Purchase Control Chart Purchase Return Analysis  Monthly Purchase Return Analysis (Supplier-wise)  Monthly Purchase Return Analysis (Product-wise)  Monthly Purchase Return Analysis (Buyer-wise) Supplier Performance Rating  Supplier Performance Rating(Delivery,Price,Quality,Service) Subcontracting  Monthly Subcontract Analysis (Supplier-wise, Product-wise)  Monthly Subcontract Analysis (Process-wise, Buyer-wise)  Cost of Subcontract Rejection Inventory Control Management  Department-wise Material Consumption  Monthly Raw Material Consumption  Monthly Packing Material Consumption  Monthly Consumables Consumption  Inventory Aging Analysis (Fast Moving/Slow Moving)  Stock As-on-Date Analysis  Stock Summary by Warehouse  Stock Summary by ABC Class Shop Floor  Production Plan Vs Actual - Monthly  Production Plan Vs Actual - Weekly  Production Plan Vs Actual - Daily

Idle Time Analysis Productivity Analysis Utilization Rate Analysis Efficiency Analysis Sales Order Management Order Booking Analysis  Sales Order Booking Analysis - Area-wise, Territory-wise  Sales Order Booking Analysis - Sub-Territory-wise  Sales Order Booking Analysis - Customer-wise  Sales order Booking Analysis - Salesperson-wise  Sales Order Booking Analysis - Product-wise Sales Analysis  Sales Analysis- Area-wise, Territory-wise, Sub-Territory-wise  Sales Analysis - Customer-wise, Salesperson-wise  Sales Analysis - Product-wise Sales Volume Analysis  Sales Volume Analysis - Area-wise, Territory-wise  Sales Volume Analysis - Sub-Territory-wise  Sales Volume Analysis - Customer-wise, Salesperson-wise  Sales Volume Analysis - Product-wise Sales Return Analysis  Sales Return Analysis - Area-wise, Territory-wise  Sales Return Analysis - Sub-Territory-wise  Sales Return Analysis - Customer-wise, Salesperson-wise  Sales Return Analysis - Product-wise Net Sales Analysis  Net Sales Analysis - Area-wise, Territory-wise  Net Sales Analysis - Sub-Territory-wise  Net Sales Analysis - Customer-wise, Salesperson-wise  Net Sales Analysis - Product-wise Profit Analysis  Profit Analysis - Area-wise  Profit Analysis - Territory-wise  Profit Analysis - Sub-Territory-wise  Profit Analysis - Customer-wise  Profit Analysis - Salesperson-wise  Profit Analysis - Product-wise  Despatch Plan Vs Actual Analysis (Ontime, Late, Early)  Production Vs Depatch Analysis Plant Maintenance  Monthly Spares Requirement Plan  Maintenance Cost by Equipment & Group  Monthly Spares Consumption  Maintenance Cost Analysis (Spares, Labor, Ext. services)  Machine Failure Analysis, Work Order Summary  Open Work Orders, MTTR Analysis, MTBF Analysis Marketing  Opportunities List, Quotations List  Open APQP Project List,  Marketing Monthwise Performance(Territory / Zone / All over India)  Marketing Performance (Zone / All over India)  Marketing Engineer Performance HR & Payroll  Monthly Headcount Report  Salary Cost Analysis - Departmentwise Customer Support  Customer Complaints Analysis

Client Testimonials Roadmap took lesser time for Implementation and integration of all modules including R&D, production, vendor development, multilevel production process management, exports, imports, after sales was handled in professional way. Our challenges in spare parts management were efﬁciently addressed by the system. We are very impressed with the ability to deliver what was promised, on budget, and ahead of schedule. Mr. R.Mananathan, Chairman Manatec Electronics Pvt Ltd.

“Roadmap ERP is user friendly and well-structured for our industrial operations. Roadmap's instant MRP generation is extraordinary, helps us reduce our business cycles. We were able to plan our raw materials 3 months ahead. I strongly recommend roadmap to tier 1, tier 2 and tier 3 especially for QCD performance. We would recommend and encourage all prospects to implement Roadmap ERP to remain at par with the competition in such a depressed market.” Mr. S.Chandra Mohan,GM Mitsuba Sical India Ltd.

Mr. K.N.Raja, MD Consul Consolidated Pvt Ltd

Roadmap ERP had all modules that we needed from procurement, manufacture, central excise, import, export and to integrated all 14 branches of ours. Automated voucher generation is impressive and it reduced a lot of our human labor. One of the things we really like about Roadmap is that it has put together by people who listened to their customers on what they wanted to see and how they wanted the software to behave. Our open statement is that, we have complete control of the functioning of each and every section and department of our organization.

Mr. R.Ganeshan, VP VAAS Industries Private Limited

Mr. G.D.Rajkumar, MD GEDEE WEILER

Mr. Rajarathinam, Director Autotech Industries India Pvt Ltd

Our MRP generation is strong and accurate in controlling purchases and sales, plus no transaction could be done without proper authorization which gave us complete revenue control and visibility of our functions. Roadmap ERP is user friendly and has provided outstanding solution for our unique needs. Speciﬁcally, their Smart Security tool and workﬂow process were high-value additions to our Industry. My thanks to Roadmap Team in assisting our esteemed, with successful implementation and giving ongoing support for our complete and successful functionality.

Roadmap ERP has given us the ability to improve our bottom line and productivity with company's wide financial information at the click of a button. Roadmap has all features already available and no customization was practically required. MRPs, including the reverse planning could be run on-demand at shortest time based on the existing stock at all levels, although we had complicated methods of manufacture. Inventory control was perfectly balanced in system against the ones at warehouse. Roadmap's workflow architecture with value based flow helped us in carrying out multi-level functions at a click of a button. Roadmap ERP is scalable and has given an acceptable response time for transactions, provides real time data across organization and has helped in ensuring a smooth functionality flow. After a preliminary study, they are thorough and flexible in providing a solution that suited our unique needs. The team is extremely professional and is always willing to accommodate the changes suggested and came out with innovative solutions for many of our requirements. We are now better able to track transactions through the system and can take timely decisions.

Mr. Sunil Haridass, MD APM United Group

Mr. Jeyaraman, Director Autotech Industries India Pvt Ltd

Mr. Subramaniyan, Director Operation SAC Engine Components Pvt. Ltd.

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I was most impressed with Roadmap's ﬂexibility in adapting to our speciﬁc needs and occasional variations in project pacing. The cost is much lesser than the other global ERP competitors in market. Part Numbering system enabled by Roadmap is very impressive in terms of its speedy and result. Roadmap threw a number of people at our project, analyzed our documentation, learned our business processes, and provided us a comprehensive analysis and recommendation for the ERP system that we ultimately selected.

Roadmap's selection methodology was structured and all appropriate elements required for a successful selection process were considered and effectively executed. Our entire business process and best practices is now connected on a centralized System; with which we are now a process driven company. All our plants are connected to the system, enabling us to render support on time, on target and at the location parameter. We are certainly happy that we made the Enterprise Implementing decision and now we have a fantastic result.

Roadmap has greatly improved our business efﬁciency, especially the speed and accuracy of order processing and the ability to communicate more swiftly with all our customers. We found the process of installing Roadmap ERP and customizing it to our needs very smooth and professionally handled. Roadmap threw a number of people at our project, analyzed our documentation, learned our business processes, and provided us a comprehensive analysis and recommendation for the ERP system that we ultimately selected.

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