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Challenges and Issues
For GAP Analysis of ERP Software
Sales Flow
Tendering & Estimate
Accounts Department Challenges & Issues
Vertical Legal Compliance Remarks
ETDS
Online ETDS filing
utility
GST
GSTR1 Return The Break up of
these reports should
be available in line
with GSTN portal
GSTR2 Return
GSTR3b
GSTR2A
The link with GSTN
portal is required for
online reconciliation
GST Reversal post 180
days
HR Functions:
Returns:
PF
ESIC
PT
Vertical Activities Remarks
MKT
Changes happens at
customers end like name
change or ownerships gets
transferred to other
partner where contract
needs to be amended or
new contract needs to be
generated.
The amt received earlier
needs to be transferred to
new contracts & in the
new contract the further
ERP Process flow to be
continued without any
hurdles.
Old Contract needs to be
closed in the system.
MKT
Order Intake Report with
multiple options ( Sales
Executive wise, Branch
Wise, Regional Head wise
etc.)
MKT
Live order pending for
execution ( where DRR is
cleared/ not cleared)
MKT
Potential Billing Report (
Where Order are live/Drr
cleared) & billing is
pending either Material &
Final both or Final
MKT
Live Order in Hand Status
Report
It will show the live order
under the three buckets -
Order in Hand, DRR,
Installation
Mkt
Orders where contract
validity is expired & the
advance received against
it.
Accounts Department Challenges & Issues (Contd-1)
Vertical Legal Compliance Remarks
MLWF
CRM
Finance Fund Flow
In present ERP this
report is not available
Finance cash flow
Finance Ratio Analysis
In present ERP this
report is not available
Finance
Daily Collection Report
showing Days,till date
month, till date year
collection Report.
Finance
Bank Slips to be
generated through
system for chq. Deposit
Finance
Blocking payment where
no outstanding of
suppliers/service
provders is there/waiver
mechanizm where
avance payment to be
released.
Vertical Activities Remarks
Mkt
Bank Guarantee issued &
received back ( Avg BG
utilization Report)
NI MKT
Currency Fluctuation to be
capured in case of Import
content Jobs & thereby
revised contract price to
be calculated by the
system at the time of DRR
stage payment to be
collected from customer.
The system to through the
differencial o/s post
contrack revision to be
collected from the
customer
NI+MOD MKT
DRR form to be there for
clearance of DRR.
This form can be only
Authorized once payment
till DRR is received else
waiver mechanizm to be
followed.
Finance
P & L with the option of
maaterial consumption ( in
the format of op st. +
Purchases - Closing stock)
There should be a separate
report of Jobwise material
consumption against
Delivery Challan under
different voucher
categories like Project,
SO, MDN Chargeable, MDN
Non Chargeable.
The total of this report +
the consumables in P & L/
Direct Purchases through
cash on site in
emergencies should match
with the consumption in P
& L
Accounts Department Challenges & Issues (Contd-2)
Vertical Legal Compliance Remarks
Fianance
Fixed Asset / Tools
Purchased/ Equipment
Purchased Management
Admin
Printing & Stationery
Management
Fianance
Tracking of Investments (
FD, Mutual Funds)
Fianance
Tracking of B.G. / Letter
of Credits
Fianance
Ledger Confirmation
Report (Customer wise
/Supplier wise)
Vertical Activities Remarks
Finance
Tracking of Advance paid
to suppliers against PI &
subsequent GRN
preparation & dispatch of
material on site against
particular Job
Right now Advance paid to
suppliers is missed from
CLC in recording GRN &
subsequent issue of
material on site due to
direct dispatches on site
by the supplier
Finance
Pre-Cal v/s Post cal Report
Finance
Cost center Report( for a
leger or general)
We can create cost center
instead of creating
multiple ledgers under a
Main Group. For e.g.
Miscellaneous Expenditure
Finance
Two separate headings in P
& L for NI/Mod Revenue -
Revenue till Material Stage
& Revenue till Final Stage.
At present under liability
side tow ledgers are there
- Bill till Material Stage &
Bill till Final Stage ( 1st
one is the sum total of TI
till material stage where
still revenue is pending to
be recorded & 2nd one is
TI raised till final stage
revenue where still
revenue is pending for
recording.
Finance NI
If any amt is transferred
from one order to another,
it is not reflected in O/s
Drs & DRR form
Accounts Department Challenges & Issues (Contd-3)
Vertical Activities Remarks
Finance
To have an option to
record GST liabilitiy at the
time of recording Import
Purchase & to have option
to recorde GST as an asset
( ITC)
NI/MOD/SO Finance
Job Status Report
This report shows till date
status of Job from the
beginning.
N/MOD Finance
At present our system is
having an option to
prepare TAX Invoice/to
capture revenue at the
time of mat at site stage
of the contract payment
terms. If customer don’t
agree for it & will ask to
prepare 1st tax Invoice at
later payment terms, then
there is no provision of
passing auto revenue entry
in this case.
Accounts Department Challenges & Issues (Contd-4)
Vertical Activities Remarks
NI/MOD/AMC/SO Finance
Instead of multiple
ledgers for single
customer ( multiple
lifts in a order),One
ledger to be created
which will have an
option to see the
transaction lift wise
Each Jobs is showing credit
balance either through TI
issued or through receipts
issued as payment terms till
Material closure note is
received & further till final
stage revenue is recognized.
We require drs report, drs
aging analysis report, advance
received from customer report
( where only receipts are
prepared or where TI are
prepared.)
NI/MOD Finance
Revenue is captured in
two stages -1. Mat
supply against BOM 2.
Completion/Handover
to AMC Dept/Receipt
of final payment from
customer)
When Mat is supplied to
customer, Material closure
note is received from CLC to
Accounts.Revenue is captured
to the extent of 80%-85% of
c.v. at this stage.
Customer may or may not ask
Tax Invoices against each
payment term
Where customer don't ask for
TI, 1st Tax Invoice is prepared
when closure note come & 2nd
TI is prepared when completion
of Job is done.
where customer opt for TI
against payment term, the
liability is transferred to
revenue account of these TI
when mat closure note comes.
Accounts Department Challenges & Issues (Contd-5)
Vertical Activities Remarks
Purchase Rolling Plan ( based on
DRR in hand &
prspective DRR) for
MRP
Purchase Plan for Job
Specific & Stock
items.
Diversion of material
in case of similar Jobs
whenever required
NI/AMC/SO/MOD ( Back
Office)
Sub- Contractor order
& subsequent expense
recording against the
stage invoices
received from them
AMC Report of Revenue loss
due to servicing not
done
AMC Report of Zone
wise/Supervisor wise
servicing report
Accounts Department Challenges & Issues (Contd-6)
Vertical Activities Remarks
AMC
Report of Units under
portfolio under different
buckets as Paid
Maintenance, Free
Maintenance, Loss to third
party, Limbo.
AMC Analysis of Eros Lost Units &
regained.
Planning of regain the
said units can be done
based on this report
AMC Aging analysis of list of Jobs
under WIP under SO
Planning to complete
these Jobs
SO- Inventory
Multiple lot dispatches
At present only single lot
dispatch is allowed.
NI/Mod Inventory
To have an option to create
E-Way bill through system &
to have linking with GSTN
portal of the same.
NI/Mod Inventory
Provision to short close the
Jobs & to issue the balance
material through opting
MDN form:
NI/Mod Inventory
At present system is passing
auto finance posting entries
of at the time of material
dispatches through Delivery
Challans as follows under
different scenarios:
Accounts Department Challenges & Issues (Contd-7)
Vertical Activities Remarks
NI+Mod Inventory
Material Delivery against
Material Closure Note as
per BOM
Jobwise delivery challan
Report is required
NI+Mod Inventory
Material Delivery against
MDN as raised from site in
Installation Process
MDN auhorization process
to be followed in the ERP
System
MDN can be chargeable to
the customer where Sales
will be recorded as soon
as meterial is dispatched
& intimated to Accounts
against the Estimate
earlier approved by
customer
Report is required for this
NI+Mod
Material transfer from one
Godown to Another
Report is require for this.
Material transfer to Job
Worker & from Job worker
to site or from Job worker
to CLC Report is require for this.
Inventory:NI+Mod+SO Return Material Entry
Balance Material when
brought back from site to
CLC
• At the time of implementation
Each Contract would be at a
certain level under
NI/AMC/SO/MOD. To
incorporate that level in ERP and
further smooth flow in the
system.
IT ERP Department Challenges & Issues
Points Description Accountability
FTR (Field Trouble Report)
If any issue find on site, QC team work on
corrective action and preventive measures.
Pramod Patil
MDN (Material Demand Note)
If material shortage/Material theft/Material Damage
etc on site, this provision need to be their.
Jyoti Palyekar/ERP
BOM design
Procurement needs to be done on updated
material. (eg. We make BOM at quotation level,
and when this quotation convert into order till that
time so many changes happened in Master BOM.
So as per that changes, BOM needs to be updated
before DRR release)
Jyoti Palyekar/ERP
Engg ERP Department Challenges & Issues
Sr. No. Points Description Accountability
1
BOM design
Procurement needs to be done on updated material. (eg.
We make BOM at quotation level, and when this quotation
convert into order till that time so many changes happened in
Master BOM. So as per that changes, BOM needs to be
updated before DRR release)
Engineering / ERP
2 BOM Template There is additional rows can not add in existing. ERP
3
Model wise selection hide /unhide
Specification cell need to hide / unhide on basis of models.
In current ERP specification details shown only require or not
require selection is there
Engineering / ERP
4
Report- Job Status
Need to filter report , current report there is duplication of
same job (same job shown in NI and SO)
ERP
5 Stop and openining range
In Existing ERP range of number of opening beyond number
of stops. ERP
6 Item job specific/ Standard
Item description need mentioned in PO , in current only job
specific item details pick in PO ERP
7 Client name need to changein Quotation
In Current ERP if customer name change then need to create
new quotation ERP
8
Old item / unused item code need to
deactivate
Check box need to be there to deactivate old or unwanted
items ERP
Issue Points
Engg ERP Department Challenges & Issues
Sr. No. Points Description Accountability
1
Shaft Table & Cabin Sizes
Cabin sizes need to generate automatically on basis of
formulas (on basis of capacity, Door type , Type of Opening,
minimum to maximum car area , Entrance size) Engineering / ERP
2
Separate Specification require for
Modernization and SO job Require separate specification sheet Engineering / ERP
3 GAD Generation
In current ERP GAD not generated in scale , it is just pick
master template and paste value table. GAD should be
generate in scale in autocad application. Engineering / ERP
4
MDN of Replacement / Returnable /
Repair material MDN should be close only after material receive back. ERP
5 Debit note report
If there is debit note in MDN that should be highlight to
Account for Debit ERP
6 Job list report on component wise
If we change any design for that require job list of component
wise to take corrective action also if possible need to
genrate corrctive action note to concern from system. ERP
Improvement Points
Installation ERP Department Challenges & Issues
Points Accountability Authoriser
Installation team make sure of the
Material Payment has been
received from client as per the
document percent admitted to the
client and recovered by the Sales
Team.
Accounts Team for Material Payment Received
As admiited an confirmed by Client. Sales
Team
‘A’ Form permission has been
procured prior by the Liasoning
Team, Uploadable forms
Liasoning Team
Site Readiness assurance
Project Engineer Erection
QC of the Material Arrived at the
site is been handover to the
Contractor to begin the schedule
work
A satisfactory report is got signed with the
contractor of the material at site and relevant copy
of the signed is been handover
Project Engineer Erection
Installation ERP Department Challenges & Issues (Contd-1)
Points Accountability Authoriser
Template preparation,
Template Fixing & Shaft
Reading, Bracket fixing and
alignment, Rail Hoisting, Rail
Alignment, Door Frame,
Fixing with Alignment, re-
check of 1st Stage Audit,
At the Stage -1the Project Engineer of erection
team make sure of the work is up to date based on
the specifications.
The first stage Audit / QC is done on the technical
front. The auditor will be giving as digital signature
option to confirm the corrective measure of the
Audit has been done.
Project Engineer
Mr. Ramachandra, Audit
Door Frame architecture work Client Scope of Work
Need confirmation of satisfactory from the
Client signature.
Machine fixing with
alignment - This activity done
at the time of architraves
work, OSG fixing with
alignment - This activity done
at the time of architraves
work. Controller ARD & DBR
fixing - This activity done at
the time of architraves work
At the Stage -2 the Project Engineer of erection
team make sure of the work is up to date based on
the specifications.
The first stage Audit / QC is done on the technical
front. The auditor will be giving as digital signature
option to confirm the corrective measure of the
Audit has been done.
Project Engineer
Mr. Ramachandra, Audit
Installation ERP Department Challenges & Issues (Contd-2)
Points Accountability Authoriser
Machine room truffing,
Hoistway equipment
cleaning, Landing door fixing,
Car frame & cwt frame fixing
with alignment, Main roping
& OSG roping, Platform fixing
& car sill fixing, Pre check of
2nd stage audit
At the Stage -2 the Project Engineer of erection
team make sure of the work is up to date based on
the specifications.
The first stage Audit / QC is done on the technical
front. The auditor will be giving as digital signature
option to confirm the corrective measure of the
Audit has been done.
Project Engineer
Mr. Ramachandra, Audit
Installation ERP Department Challenges & Issues (Contd-3)
Points Accountability Authoriser
Cabin fixing with alignment,
Shaft & machine room cable
saddling, Cartop accessories
fixing, Scaffolding removal
(Client scope), Buffer block
casting (Client scope)., Check
3 phase supply with proper
earthing, Slow speed start up,
Top & bottom limit setting,
Landing door alignment with
setting, Hoistway cleaning,
Car header & car door fixing
with alignment, Shaft
accessories fixing, LOP,
intercom & alarm fixing,
Coupler & roller setting, High
speed, Final adjustment, Pre
check of 3rd stage audit
At the Stage -2 the Project Engineer of erection
team make sure of the work is up to date based on
the specifications.
The first stage Audit / QC is done on the technical
front. The auditor will be giving as digital signature
option to confirm the corrective measure of the
Audit has been done.
Project Engineer
Mr. Ramachandra, Audit
Installation ERP Department Challenges & Issues (Contd-4)
PointsTar Accountability Authoriser
The lift handover on completion of
Installation
QC will be done by Maintenance Team
Thereafter Maintenance Team takeover
further.
On contract booking information
should be known to other verticals
Auto pop-up highlighted Verticals to Installation Team
DRR time GAD & Contract form
required
Kick-off Meeting Form required for the
authentication
DRR Trigger- information given to
all concern dept. (Auto). (Popup
message). Is the mail notification
as well as pop-up highlight of the
same in the software
Mail Notification / Pop-up Highlights with the
software.
Below is the field names of the MIS
Reports to be achieved.
Fab No., Customer Name, Model, Project Manager, Project Engg, Branch, Net Final Billing Value, Status of the Job, Legend of job
completion, Billing Status, DRR Received Date, PWD LIC Recd Date, Target 20-21, Material at site date, Final Audit Done Date,
Month, Week
AMC Department Challenges & Issues
Existing ERP Futuristic ERP Accountability
Month wise billing calculation.
(Amount mismatch)
Need to overcome the backend Logic and
functionality on the billing calculation.
Anand Gangal
Quarterly, half yearly invoice is
user dependency.
Based on the required Cycle whether
Quarterly / Half Yearly needs to be Auto
Generated
Anand Gangal
If policy change Platinum to
elite, amount doesn’t change
Need to overcome the backend Logic and
Functionality and its rule to be precise on the
condition based Plans.
Anand Gangal
Forecast report on Monthly
generation through Report is
not happening as per need
Monthly forecast generate time, required NI
project value & last year settled amount with
defined flexible required MIS Report.
Anand Gangal
If Quotation / AMC
authorised, access required
only attachment purpose
If the quotation / AMC forms are been
authorized the Access Matrix flexibility rule
to be defined user specific for Create, Edit,
Append, View, Attachment Rights.
Anand Gangal

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Challenges and issues for erp software ppt

  • 1. Challenges and Issues For GAP Analysis of ERP Software
  • 4. Accounts Department Challenges & Issues Vertical Legal Compliance Remarks ETDS Online ETDS filing utility GST GSTR1 Return The Break up of these reports should be available in line with GSTN portal GSTR2 Return GSTR3b GSTR2A The link with GSTN portal is required for online reconciliation GST Reversal post 180 days HR Functions: Returns: PF ESIC PT Vertical Activities Remarks MKT Changes happens at customers end like name change or ownerships gets transferred to other partner where contract needs to be amended or new contract needs to be generated. The amt received earlier needs to be transferred to new contracts & in the new contract the further ERP Process flow to be continued without any hurdles. Old Contract needs to be closed in the system. MKT Order Intake Report with multiple options ( Sales Executive wise, Branch Wise, Regional Head wise etc.) MKT Live order pending for execution ( where DRR is cleared/ not cleared) MKT Potential Billing Report ( Where Order are live/Drr cleared) & billing is pending either Material & Final both or Final MKT Live Order in Hand Status Report It will show the live order under the three buckets - Order in Hand, DRR, Installation Mkt Orders where contract validity is expired & the advance received against it.
  • 5. Accounts Department Challenges & Issues (Contd-1) Vertical Legal Compliance Remarks MLWF CRM Finance Fund Flow In present ERP this report is not available Finance cash flow Finance Ratio Analysis In present ERP this report is not available Finance Daily Collection Report showing Days,till date month, till date year collection Report. Finance Bank Slips to be generated through system for chq. Deposit Finance Blocking payment where no outstanding of suppliers/service provders is there/waiver mechanizm where avance payment to be released. Vertical Activities Remarks Mkt Bank Guarantee issued & received back ( Avg BG utilization Report) NI MKT Currency Fluctuation to be capured in case of Import content Jobs & thereby revised contract price to be calculated by the system at the time of DRR stage payment to be collected from customer. The system to through the differencial o/s post contrack revision to be collected from the customer NI+MOD MKT DRR form to be there for clearance of DRR. This form can be only Authorized once payment till DRR is received else waiver mechanizm to be followed. Finance P & L with the option of maaterial consumption ( in the format of op st. + Purchases - Closing stock) There should be a separate report of Jobwise material consumption against Delivery Challan under different voucher categories like Project, SO, MDN Chargeable, MDN Non Chargeable. The total of this report + the consumables in P & L/ Direct Purchases through cash on site in emergencies should match with the consumption in P & L
  • 6. Accounts Department Challenges & Issues (Contd-2) Vertical Legal Compliance Remarks Fianance Fixed Asset / Tools Purchased/ Equipment Purchased Management Admin Printing & Stationery Management Fianance Tracking of Investments ( FD, Mutual Funds) Fianance Tracking of B.G. / Letter of Credits Fianance Ledger Confirmation Report (Customer wise /Supplier wise) Vertical Activities Remarks Finance Tracking of Advance paid to suppliers against PI & subsequent GRN preparation & dispatch of material on site against particular Job Right now Advance paid to suppliers is missed from CLC in recording GRN & subsequent issue of material on site due to direct dispatches on site by the supplier Finance Pre-Cal v/s Post cal Report Finance Cost center Report( for a leger or general) We can create cost center instead of creating multiple ledgers under a Main Group. For e.g. Miscellaneous Expenditure Finance Two separate headings in P & L for NI/Mod Revenue - Revenue till Material Stage & Revenue till Final Stage. At present under liability side tow ledgers are there - Bill till Material Stage & Bill till Final Stage ( 1st one is the sum total of TI till material stage where still revenue is pending to be recorded & 2nd one is TI raised till final stage revenue where still revenue is pending for recording. Finance NI If any amt is transferred from one order to another, it is not reflected in O/s Drs & DRR form
  • 7. Accounts Department Challenges & Issues (Contd-3) Vertical Activities Remarks Finance To have an option to record GST liabilitiy at the time of recording Import Purchase & to have option to recorde GST as an asset ( ITC) NI/MOD/SO Finance Job Status Report This report shows till date status of Job from the beginning. N/MOD Finance At present our system is having an option to prepare TAX Invoice/to capture revenue at the time of mat at site stage of the contract payment terms. If customer don’t agree for it & will ask to prepare 1st tax Invoice at later payment terms, then there is no provision of passing auto revenue entry in this case.
  • 8. Accounts Department Challenges & Issues (Contd-4) Vertical Activities Remarks NI/MOD/AMC/SO Finance Instead of multiple ledgers for single customer ( multiple lifts in a order),One ledger to be created which will have an option to see the transaction lift wise Each Jobs is showing credit balance either through TI issued or through receipts issued as payment terms till Material closure note is received & further till final stage revenue is recognized. We require drs report, drs aging analysis report, advance received from customer report ( where only receipts are prepared or where TI are prepared.) NI/MOD Finance Revenue is captured in two stages -1. Mat supply against BOM 2. Completion/Handover to AMC Dept/Receipt of final payment from customer) When Mat is supplied to customer, Material closure note is received from CLC to Accounts.Revenue is captured to the extent of 80%-85% of c.v. at this stage. Customer may or may not ask Tax Invoices against each payment term Where customer don't ask for TI, 1st Tax Invoice is prepared when closure note come & 2nd TI is prepared when completion of Job is done. where customer opt for TI against payment term, the liability is transferred to revenue account of these TI when mat closure note comes.
  • 9. Accounts Department Challenges & Issues (Contd-5) Vertical Activities Remarks Purchase Rolling Plan ( based on DRR in hand & prspective DRR) for MRP Purchase Plan for Job Specific & Stock items. Diversion of material in case of similar Jobs whenever required NI/AMC/SO/MOD ( Back Office) Sub- Contractor order & subsequent expense recording against the stage invoices received from them AMC Report of Revenue loss due to servicing not done AMC Report of Zone wise/Supervisor wise servicing report
  • 10. Accounts Department Challenges & Issues (Contd-6) Vertical Activities Remarks AMC Report of Units under portfolio under different buckets as Paid Maintenance, Free Maintenance, Loss to third party, Limbo. AMC Analysis of Eros Lost Units & regained. Planning of regain the said units can be done based on this report AMC Aging analysis of list of Jobs under WIP under SO Planning to complete these Jobs SO- Inventory Multiple lot dispatches At present only single lot dispatch is allowed. NI/Mod Inventory To have an option to create E-Way bill through system & to have linking with GSTN portal of the same. NI/Mod Inventory Provision to short close the Jobs & to issue the balance material through opting MDN form: NI/Mod Inventory At present system is passing auto finance posting entries of at the time of material dispatches through Delivery Challans as follows under different scenarios:
  • 11. Accounts Department Challenges & Issues (Contd-7) Vertical Activities Remarks NI+Mod Inventory Material Delivery against Material Closure Note as per BOM Jobwise delivery challan Report is required NI+Mod Inventory Material Delivery against MDN as raised from site in Installation Process MDN auhorization process to be followed in the ERP System MDN can be chargeable to the customer where Sales will be recorded as soon as meterial is dispatched & intimated to Accounts against the Estimate earlier approved by customer Report is required for this NI+Mod Material transfer from one Godown to Another Report is require for this. Material transfer to Job Worker & from Job worker to site or from Job worker to CLC Report is require for this. Inventory:NI+Mod+SO Return Material Entry Balance Material when brought back from site to CLC • At the time of implementation Each Contract would be at a certain level under NI/AMC/SO/MOD. To incorporate that level in ERP and further smooth flow in the system.
  • 12. IT ERP Department Challenges & Issues Points Description Accountability FTR (Field Trouble Report) If any issue find on site, QC team work on corrective action and preventive measures. Pramod Patil MDN (Material Demand Note) If material shortage/Material theft/Material Damage etc on site, this provision need to be their. Jyoti Palyekar/ERP BOM design Procurement needs to be done on updated material. (eg. We make BOM at quotation level, and when this quotation convert into order till that time so many changes happened in Master BOM. So as per that changes, BOM needs to be updated before DRR release) Jyoti Palyekar/ERP
  • 13. Engg ERP Department Challenges & Issues Sr. No. Points Description Accountability 1 BOM design Procurement needs to be done on updated material. (eg. We make BOM at quotation level, and when this quotation convert into order till that time so many changes happened in Master BOM. So as per that changes, BOM needs to be updated before DRR release) Engineering / ERP 2 BOM Template There is additional rows can not add in existing. ERP 3 Model wise selection hide /unhide Specification cell need to hide / unhide on basis of models. In current ERP specification details shown only require or not require selection is there Engineering / ERP 4 Report- Job Status Need to filter report , current report there is duplication of same job (same job shown in NI and SO) ERP 5 Stop and openining range In Existing ERP range of number of opening beyond number of stops. ERP 6 Item job specific/ Standard Item description need mentioned in PO , in current only job specific item details pick in PO ERP 7 Client name need to changein Quotation In Current ERP if customer name change then need to create new quotation ERP 8 Old item / unused item code need to deactivate Check box need to be there to deactivate old or unwanted items ERP Issue Points
  • 14. Engg ERP Department Challenges & Issues Sr. No. Points Description Accountability 1 Shaft Table & Cabin Sizes Cabin sizes need to generate automatically on basis of formulas (on basis of capacity, Door type , Type of Opening, minimum to maximum car area , Entrance size) Engineering / ERP 2 Separate Specification require for Modernization and SO job Require separate specification sheet Engineering / ERP 3 GAD Generation In current ERP GAD not generated in scale , it is just pick master template and paste value table. GAD should be generate in scale in autocad application. Engineering / ERP 4 MDN of Replacement / Returnable / Repair material MDN should be close only after material receive back. ERP 5 Debit note report If there is debit note in MDN that should be highlight to Account for Debit ERP 6 Job list report on component wise If we change any design for that require job list of component wise to take corrective action also if possible need to genrate corrctive action note to concern from system. ERP Improvement Points
  • 15. Installation ERP Department Challenges & Issues Points Accountability Authoriser Installation team make sure of the Material Payment has been received from client as per the document percent admitted to the client and recovered by the Sales Team. Accounts Team for Material Payment Received As admiited an confirmed by Client. Sales Team ‘A’ Form permission has been procured prior by the Liasoning Team, Uploadable forms Liasoning Team Site Readiness assurance Project Engineer Erection QC of the Material Arrived at the site is been handover to the Contractor to begin the schedule work A satisfactory report is got signed with the contractor of the material at site and relevant copy of the signed is been handover Project Engineer Erection
  • 16. Installation ERP Department Challenges & Issues (Contd-1) Points Accountability Authoriser Template preparation, Template Fixing & Shaft Reading, Bracket fixing and alignment, Rail Hoisting, Rail Alignment, Door Frame, Fixing with Alignment, re- check of 1st Stage Audit, At the Stage -1the Project Engineer of erection team make sure of the work is up to date based on the specifications. The first stage Audit / QC is done on the technical front. The auditor will be giving as digital signature option to confirm the corrective measure of the Audit has been done. Project Engineer Mr. Ramachandra, Audit Door Frame architecture work Client Scope of Work Need confirmation of satisfactory from the Client signature. Machine fixing with alignment - This activity done at the time of architraves work, OSG fixing with alignment - This activity done at the time of architraves work. Controller ARD & DBR fixing - This activity done at the time of architraves work At the Stage -2 the Project Engineer of erection team make sure of the work is up to date based on the specifications. The first stage Audit / QC is done on the technical front. The auditor will be giving as digital signature option to confirm the corrective measure of the Audit has been done. Project Engineer Mr. Ramachandra, Audit
  • 17. Installation ERP Department Challenges & Issues (Contd-2) Points Accountability Authoriser Machine room truffing, Hoistway equipment cleaning, Landing door fixing, Car frame & cwt frame fixing with alignment, Main roping & OSG roping, Platform fixing & car sill fixing, Pre check of 2nd stage audit At the Stage -2 the Project Engineer of erection team make sure of the work is up to date based on the specifications. The first stage Audit / QC is done on the technical front. The auditor will be giving as digital signature option to confirm the corrective measure of the Audit has been done. Project Engineer Mr. Ramachandra, Audit
  • 18. Installation ERP Department Challenges & Issues (Contd-3) Points Accountability Authoriser Cabin fixing with alignment, Shaft & machine room cable saddling, Cartop accessories fixing, Scaffolding removal (Client scope), Buffer block casting (Client scope)., Check 3 phase supply with proper earthing, Slow speed start up, Top & bottom limit setting, Landing door alignment with setting, Hoistway cleaning, Car header & car door fixing with alignment, Shaft accessories fixing, LOP, intercom & alarm fixing, Coupler & roller setting, High speed, Final adjustment, Pre check of 3rd stage audit At the Stage -2 the Project Engineer of erection team make sure of the work is up to date based on the specifications. The first stage Audit / QC is done on the technical front. The auditor will be giving as digital signature option to confirm the corrective measure of the Audit has been done. Project Engineer Mr. Ramachandra, Audit
  • 19. Installation ERP Department Challenges & Issues (Contd-4) PointsTar Accountability Authoriser The lift handover on completion of Installation QC will be done by Maintenance Team Thereafter Maintenance Team takeover further. On contract booking information should be known to other verticals Auto pop-up highlighted Verticals to Installation Team DRR time GAD & Contract form required Kick-off Meeting Form required for the authentication DRR Trigger- information given to all concern dept. (Auto). (Popup message). Is the mail notification as well as pop-up highlight of the same in the software Mail Notification / Pop-up Highlights with the software. Below is the field names of the MIS Reports to be achieved. Fab No., Customer Name, Model, Project Manager, Project Engg, Branch, Net Final Billing Value, Status of the Job, Legend of job completion, Billing Status, DRR Received Date, PWD LIC Recd Date, Target 20-21, Material at site date, Final Audit Done Date, Month, Week
  • 20. AMC Department Challenges & Issues Existing ERP Futuristic ERP Accountability Month wise billing calculation. (Amount mismatch) Need to overcome the backend Logic and functionality on the billing calculation. Anand Gangal Quarterly, half yearly invoice is user dependency. Based on the required Cycle whether Quarterly / Half Yearly needs to be Auto Generated Anand Gangal If policy change Platinum to elite, amount doesn’t change Need to overcome the backend Logic and Functionality and its rule to be precise on the condition based Plans. Anand Gangal Forecast report on Monthly generation through Report is not happening as per need Monthly forecast generate time, required NI project value & last year settled amount with defined flexible required MIS Report. Anand Gangal If Quotation / AMC authorised, access required only attachment purpose If the quotation / AMC forms are been authorized the Access Matrix flexibility rule to be defined user specific for Create, Edit, Append, View, Attachment Rights. Anand Gangal