Product Features

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InfiniteERP Product Features

Dokumen ini adalah katalog lengkap fitur produk InfiniteERP, disusun berdasarkan dokumen resmi **InfiniteERP — Product Features v1.6**. Setiap fitur yang telah memiliki halaman dokumentasi rinci di wiki ini ditandai dengan pranala biru; pranala merah menandakan halaman yang masih perlu dilengkapi.

Platform

Modularity

A truly modular, mobile-enabled and cloud-ready platform providing the core set of technologies that allow you to extend your Openbravo solution to fit your business needs or develop completely new differentiating and innovative enterprise applications. Customizations are safely protected thanks to an easy to extend and maintain fully modular platform that allows extensions packaging and enables you to share and increase development performance, especially in distributed scenarios.

User Interface

A modern web user interface which is easy to use and learn and can be personalized to end user preferences — increasing staff productivity and empowering employees.

Security

A flexible and powerful security model that allows an effective control of system accessibility, accurate operational execution and auditing capabilities for full compliance with all your security policies.

Integration

Leverage prior IT investments with an easy to integrate platform through web services and third party connectors.

Process Automation and Workflow

Reduce manual work and increase data quality with process automation tools and BPM support that allows process scheduling, real time alerts, mail and data integration.

Business Intelligence

Gain higher visibility into business performance and actionable insights that allow more informed decisions and faster reaction to market changes.

Model Driven Development (MDD)

Increase development productivity with model driven development thanks to a powerful application dictionary and modelling.

Scalability

Ensure high performance in big load environments.

Deployment

Gain full freedom to deploy according to your changing business needs.

Development Environment

High performing development environment with integrated source code management and effective database management.

Master Data Management

Business Partner

A third party which can be an organization or a person in which a company has a business interest in or a business relationship with. A business partner can be a customer, a supplier, a creditor or an employee, and can have different roles for a company — the same business partner can be a vendor as well as a customer.

Business Partner Category

A group of Business Partners. Multiple Business Partner Categories can be created according to the company's needs.

Invoice Schedule

The Invoice Schedule window allows defining and configuring how often and by when an organization can issue invoices to be sent to customers.

Payment Terms

The period(s) allowed to pay off the amount due. A vendor may demand cash on delivery or a deferred payment period of 30 days or more.

Return Reasons

Configure the different reasons why either you return goods or the customer returns goods. These values are used in the Return to Vendor and Return from Customer windows.

Product

A good that is either bought or produced, or a resource or service that is offered.

Product Category

A group of Products.

Unit of Measure (UoM)

A standard unit or combination of units to be used alongside the quantity of a product — for example liter, unit, kgs, etc.

Attribute

A feature of a product such as color, size, packaging, etc.

Attribute Set

A grouping of features of a product in a set, so that multiple attributes can be used for a product. An attribute set might also be defined to include Serial Number and Lot Number as additional product features — Lot and Serial Numbers are key product features used for product tracking purposes.

Lot Number Sequence

A product attribute can be a Lot Number. Some products require lot numbering to assure compliance with tracking requirements imposed by the majority of industries, which implies that a given quantity of a product always has to be linked to a unique lot number.

Serial Number Sequence

A product attribute can be a serial number. Some products require serial numbering to assure compliance with tracking requirements, which implies that each unit of a product always has to be linked to a unique serial number.

Brand

Product brand management as part of master data.

Price List Schema

A template used to automatically populate a new version of a price list.

Price List

A list of products and its prices.

Discount and Promotion

A mechanism that allows adjusting prices based on different rules.

Data Import

Import tools for initial and ongoing data loading: Import Product, Import Business Partner, Import Product Cost, and Import Orders.

Procurement Management

Requisition

A formal request of something needed by the organization or business unit. Each requisition includes the item(s) needed and could have a preferred vendor and/or price list. This internal document notifies the purchasing department of items to order, their quantity and the time frame for delivery — as a consequence of stock level under its safety limit, an expected high demand, or a need of items intended for business unit activity use. The requester may or may not enter the supplier; at the end of the day that is decided by the purchasing department.

Manage Requisitions

Intended to be used by the procurement team as it provides an overall picture of the items needed. The procurement team is the one to decide what to do with the requisitions created by other members of the organization.

Requisition to Order

Procurement management can use this window to manage all Completed requisitions at once and convert them into purchase orders.

Purchase Order

Allows the procurement team to create and manage orders which, once booked, are sent to external suppliers. It is a document to register products and/or services to be purchased and against what conditions. Once booked it can be sent to the supplier by mail or email and it can be prepaid if required.

Goods Receipt

A document issued to acknowledge the receipt of the items listed in it — registering in InfiniteERP the specifics of items physically received in the warehouse. Normally the warehouse team is in charge of receiving the goods as well as the delivery notes attached to them, which are the source of information for issuing Goods Receipts. The cost of a Goods Receipt is calculated based on the related purchase order price of the goods, excluding taxes, and is used while posting it to the ledger.

Pending Goods Receipts

Visibility over goods receipts that are still pending to be processed.

Purchase Invoice

Allows registering and managing supplier's invoices — an itemized statement of the goods or services provided by a vendor, indicating quantity and price. Normally the finance team manages this stage, which usually comes after Goods Receipts booking. Purchase invoices can be automatically generated from the Goods Receipt window or created from scratch. Purchase expenses can be recognized as soon as the purchase invoice is accounted; if an expense deferred plan is configured, expense recognition can be deferred as required.

Matched Invoices

Helps posting the discrepancies between inventory and financial accounting for items whose goods receipts were posted — mainly caused by differences between the item's net unit price at purchase order booking / goods receipt posting and the final net unit price at purchase invoice posting. Lists all invoices matched to goods receipts; matching is done when documents are created using information from the other document.

Return to Vendor

Register goods returned to the vendor, using configured Return Reasons.

Return to Vendor Shipment

From this window you deliver the returned goods to the vendor.

Landed Cost

Allows allocating additional costs such as freight, insurance or duties to goods receipt(s), so the cost of the products included in the receipt(s) is adjusted as applicable — all costs needed to place the product in the organization's warehouse. Every time a landed cost is booked for a product receipt valued at Average cost, a landed cost adjustment is created.

Purchase Reports

Analysis tools: Purchase Order Report, Purchase Dimensional Report (most frequently used suppliers and purchased goods, amounts and quantities), Goods Receipt Dimensional Report, Purchase Invoice Dimensional Report, Matched Purchase Order (matching between each purchase order, goods receipt and invoice line), Vendor Invoice Report, Purchase Order Awaiting Purchase Invoice, Purchase Order Awaiting Goods Receipt, and Goods Receipt Awaiting Purchase Invoice reports.

Financial Management — Receivables & Payables

Purchase Invoice Payment Plan

Displays all purchase invoice payment plans which are not fully paid, offering a more immediate view of the outstanding amounts to be paid than the Payment Plan tab of the Purchase Invoice window.

Payment Out

Supplier's payments and prepayments are made and managed here, as well as G/L item payments not related to orders/invoices. Payments can be made against Purchase Orders (in effect a prepayment — later, an invoice created from the order automatically inherits the payment), against Purchase Invoices (payment of a vendor invoice; payments prior to the accounting date of the invoice are also considered prepayments), and against G/L Items (any other expense, for instance a fine or fee not included in an invoice). Payments can be created for a single vendor or several vendors at once. At the end of the process a Payment Out implies the creation of a Withdrawal transaction in the corresponding Financial Account — manually via Add Transaction, or automatically if the payment method is configured with Automatic Withdrawal.

Payment Proposal

A tool that helps the user make payments by selecting the documents related to a given payment method or scheduled to be paid before a given due date. The system proposes what should be paid based on the selection criteria provided.

Sales Invoice Payment Plan

Displays all sales invoice payment plans which are not fully paid — a more immediate view of customer outstanding amounts.

Payment In

Customer's payments and prepayments received are recorded and managed here, as well as G/L item payments not related to orders/invoices. Payments can be received against Sales Orders (prepayment — the invoice later inherits the payment), Sales Invoices, and G/L Items (any other revenue received from a customer, for instance a fine). Payments can be registered from a single customer or several customers at once. A Payment In implies the creation of a Deposit transaction in the corresponding Financial Account — manually or automatically (Automatic Deposit).

Financial Account

Represents an account at a financial institution such as a bank account, a credit card issuer, an electronic payment service, as well as a cash or petty cash register. InfiniteERP allows creating as many Financial Accounts as required, used to record monetary transactions such as invoice payments, bank fees, credit card charges, etc.

Payment Execution

Allows massively executing deferred payments in Awaiting Execution status, including payments that previously failed during execution (e.g., due to a connection failure).

Tax Payment

Helps to calculate the amount of taxes to be paid to or received from the tax authority.

Doubtful Debt

Doubtful debts are receivables the company is unlikely to be able to collect; a doubtful debt becomes a bad debt when there is no longer any doubt that it is non-collectable. Doubtful debts allow making provisions for possible losses beforehand — reasons for potential non-payment can include disputes over supply, delivery, item condition, or financial stress within a customer's operations. When such a dispute occurs it is prudent to add this debt, or a portion thereof, to the doubtful debt reserve.

Doubtful Debt Run

Process that executes the doubtful debt provisioning run.

Receivables & Payables Analysis Tools

Financial Account Statement, Cashflow Forecast Report, Receivables Aging Schedule (past due receivables as of a selected date), Payables Aging Schedule (past due payables as of a selected date), Payment Report (receivables/payables with extensive filters, grouped by payment status), and Payment Run (read-only view of each executed payment run with status, result and message of every single payment).

Payment Method

Acceptable forms of payment — a vendor may demand to be paid in cash, by check or promissory note, etc.

Financial Management — Accounting

Simple G/L Journal

A simpler journal window without the batch level — one level of data entry skipped, simpler search of journal entries, while still able to see entries created using the full G/L Journal window.

G/L Journal

Allows posting journal entries to the ledger and creating G/L item payments. Most accounting entries are created while posting documents (purchase invoices, sales invoices, etc.); entries that do not match an existing Document Type are posted via a G/L Journal. It can also create G/L Item Payments not related to orders or invoices — very useful while posting employee payroll to the ledger, as the payroll payment can be created at the same time. A G/L Journal can be configured as a template to recreate the same journal entries.

End Year Close

The Close Year process closes a fiscal year and permanently closes all its periods (standard and adjustment ones). Closing the standard periods first is not required but helps tracking. Close Year requires the next year to exist with its first period opened. Once closed, the year and its periods show Period Status = Permanently Closed in the Open/Close Period Control window — no transaction can be posted within that year unless the Undo Close Year process is run.

GL Posting By DB Tables

Allows massively posting the transactions related to a given transactional table or to all of them.

Not Posted Transaction Report

Lists transactions/documents in status Complete which are not yet posted — used to ensure there are no documents pending to post while closing a period or fiscal year, and before running financial reports.

Create Unrealized Gain(Loss) Forex Journal

Creates the journal for unrealized foreign exchange gains/losses.

Reset Accounting

Allows totally or partially removing the ledger entries of an organization; ledger entries can be massively re-created again using the Accounting Server Process or the G/L Posting by DB Tables process. Manual changes to accounting entry descriptions are lost after running this process.

Accounting Transaction Details

A detailed list of every ledger entry of a general ledger.

Accounting Dimensions

InfiniteERP has an integrated accounting system that combines financial and analytical accounting. Financial accounting exploits dimensions such as Organization, Account and Accounting Date — always mandatory when a document is posted. Analytical accounting exploits other dimensions such as Product, Business Partner, Sales Region, Project and Cost Center — configurable as mandatory or optional per general ledger configuration, or centrally maintained at Client level. Transactions are posted to the ledger only if the financial dimensions and mandatory analytical dimensions are specified.

Balance Sheet and P&L Structure

A report engine to launch the Balance Sheet (quantitative summary of an organization's financial condition at a point in time — assets, liabilities and owner's equity balances) and the P&L (earnings, expenses and net profit). Both reports need to be configured prior in the Balance Sheet and P&L Structure setup window.

Trial Balance

Helps check that total debits equal total credits — account balance as of a date from, total debits and credits within a period, and balance as of a date to. Can be launched at any point in time.

General Ledger Report

Lists every ledger sub-account and its debit and credit ledger entries within a given period of time.

Journal Entries Report

A list of all journal vouchers of an organization and general ledger in chronological order — debits equal credits, debits entered before credits.

Customer Statement

A consolidated statement of every transaction of a customer posted to the ledger over a given period, aggregated from Sales Invoices, Payment In, Reconciliations and Financial Transactions. Shows credit/debit information with document number, accounting date, document type, net financial value as [Debit − Credit], and an accumulated running balance; negative amounts are highlighted using brackets. If a business partner is a customer as well as a vendor, only customer-related transactions are shown. Completed-but-not-posted transactions are not taken into account.

User Defined Accounting Report

User-definable accounting reporting, with setup.

Create Tax Report

Generates tax reports, with Tax Report Setup for configuration.

Open/Closed Period Control

Manages the periods of an organization for which Period Control is enabled — assigning a Fiscal Calendar containing years and periods (normally months) to an organization. Includes Period Control Log showing the log for period control.

Account Tree

The way InfiniteERP captures the chart of accounts of an Organization — the list of accounts used in an organization's general ledger.

General Ledger Configuration

Drives the way the organization's financial transactions are going to be posted to the ledger.

Fiscal Calendar

Legal entities with accounting must have a fiscal calendar assigned; other organization types can inherit it from their parent. A calendar contains years and the periods required for accurate accounting practice.

Account Combination

An Organization's General Ledger account combination.

G/L Item

An account item to be used for direct account posting: entering/posting entries in a G/L Journal using the GL item's defined debit/credit accounts; creating and posting financial invoices (purchase and sales); or creating G/L item payments in a G/L Journal.

G/L Category

Define G/L Categories to be used in the General Ledger.

Document Type

Each document type refers to a business transaction — purchase orders, shipments, sales invoices, among others. InfiniteERP includes a complete set of standard document types for the application to work properly.

Document Sequence

Every document in InfiniteERP can be numbered and therefore linked to a document sequence. Reference data includes a standard list of document sequences linked to the document types which make sense to number.

Tax Category

Allows grouping and managing similar product or service tax rates — not all products and services have the same tax rate.

Business Partner Tax Category

Tax categorization at business partner level, used as a variable for tax rate determination.

Tax Rate

Each tax rate is a combination of variables such as tax category, rate, and business partner tax category — if properly set up, the correct tax rate is automatically filled in every business transaction. It is possible to create tax rates which are a combination of more than one tax rate (e.g., a business partner subject to VAT and income tax at the same time).

Cost Center

An accounting dimension which can be used while posting documents to the ledger.

ABC Activity

Activity Based Costing (ABC) is a special costing model that identifies activities in an organization for which managing cost is required. Activity is one of the dimensions which can be set up for a given general ledger configuration.

Balance Sheet and P&L Setup

Allows configuring the two main financial reports (Balance Sheet and P&L); once configured, they can be launched from the Balance Sheet and P&L window.

Financial Management — Assets

Assets

Define amortization/depreciation characteristics for assets owned by your company.

Asset Group

Assets can be grouped into different categories to help their depreciation management and analysis. The Asset category window allows creating and configuring every asset category needed.

Amortization

Create and edit amortization for a selected year.

Material Requirement Planning (MRP)

Manufacturing Plan

In Material Requirement Planning the application automatically reviews demand and displays suggestions concerning required supply. In the Manufacturing Plan the application suggests required Work Requirements and Requisitions; in the Purchasing Plan it suggests required Purchase Orders. The planner enters what needs to be planned and for which time period; by clicking the process button the MRP process creates lines balancing demand with supply based on: current stock level, pending work requirements, booked Sales Orders without goods shipment, safety stock, and sales forecast — depending on the planning method of the product. Generated lines can be updated manually, changes made, and the plan recalculated. Once the plan is as desired, clicking different buttons creates work requirements and requisitions automatically. The Manufacturing Plan also shows the demand for raw material required by the suggested work requirements and suggests requisitions without reviewing raw material supply/demand.

Purchasing Plan

Creates a comprehensive and organized plan to request purchases over a specified time period. The Purchasing Plan suggests purchase orders to be created and, by clicking a button, creates them automatically. MRP balances demand and supply taking into account: current stock level, booked Purchase Orders without goods receipt, booked Sales Orders without goods shipment, completed requisitions, safety stock, and sales forecast. Requisitions completed by the planner are input to the Purchasing Plan to calculate if any purchase orders need to be placed.

MRP Forecast

Create and edit MRP forecasts over a specified time period to help plan necessary purchases. A forecast of demand for a certain customer can be included in the planning method and therefore in the calculations of the Manufacturing Plan and the Purchasing Plan. A forecast is based on expectations of future demand, not on existing data — once actual information is entered in a Sales Order, the forecast has to be deleted to avoid duplications.

Planning Method

Defines how transaction types will be dealt with in the application: the optional components of supply and demand and their percentage to be taken into account during MRP execution. By default MRP takes stock and safety stock into account; optional components are Material Requirement, Sales Forecast, Pending Sales Order, Pending Work Requirement, and Pending Purchase Order. Each planned product has a Planning Method defined in the product setup.

Planner

Define the entity in charge of managing the purchase or production of specific products — an optional filter on both the Manufacturing Plan and the Purchasing Plan. Planner information is entered in the Org Specific tab of the Product and has no relation with Business Partner setup.

Sales Management

Sales Management Overview

Sales Management deals with all activities related to the customer sales process and corresponding reporting. It covers the Order to Shipment and Invoicing parts of the Order to Cash business flow and the Customer Returns business process. For Payments Management of Order to Cash, see the Financial Management area.

Sales Quotation

A Quotation is not a sales order document type but a different document type named Quotation linked to a specific document sequence. The overall flow is simple: create a sales quotation, then create a sales order from the sales quotation or reject the quotation (using configured Reject Reasons).

Sales Order

A document that specifies products and/or services ordered by a specific business partner (customer), as well as price and terms and conditions. The window registers sales-related documents with different purposes regulated by the Transaction Document field — consequences when booking differ per type. Available sales order document types: Standard Order, POS Order, and Warehouse Order.

Goods Shipment

Create and manage goods shipments to your customers — the document registering the specifics of items sent to a customer. The window allows browsing all registered Goods Shipments and manually creating new ones, useful for scenarios not supported by automatic shipment generation (e.g., partial shipment of an order or grouping of several orders/invoices in one shipment). The cost of a Goods Shipment is calculated as any other output transaction depending on the Costing Algorithm used, and is used while posting it to the ledger.

Return from Customer

Register goods returned by the customer, using configured Return Reasons and Condition of the goods.

Return Material Receipt

In this window you receive the material that has been returned from the customer; the condition of the returned goods is defined in the Condition of the goods setup.

Create Shipments from Orders

Shows Sales Orders pending to be shipped and automatically generates Goods Shipments based on them. All Sales Orders of type Standard Order in status Booked meet the criteria to be shipped. A Goods Shipment can be generated for one, more, or all pending Sales Orders; filters narrow down the results. One Goods Shipment is created per selected Sales Order for the whole order — partial shipment is not possible with this window (use Goods Shipments instead). The Relative Priority field in the Storage Bin tab determines which storage bin to use; the warehouse is inherited from the originating Sales Order.

Sales Invoice

Issue and manage customer's invoices — an itemized statement of goods or services provided to a business partner, indicating quantity and price of each product delivered. Invoices can be created manually or via automatic generation (Generate Invoices, Create Invoices from Orders). Sales revenues can be recognized as soon as the sales invoice is accounted; if a revenue deferred plan is configured, revenue recognition can be deferred as required.

Create Invoices from Orders

Shows the Sales Orders pending to be invoiced and automatically generates the corresponding Sales Invoices — for one, more, or all pending orders. Filters such as Business Partner or Organization narrow down the shown results.

Generate Invoices

Executes automatic bulk generation of Sales Invoices for all Sales Orders pending to be invoiced belonging to the selected Organization — or, if Include Child Organizations is checked, to the selected Organization and its children.

Sales Analysis Tools

Sales Dimensional Report (Total Net Amount of booked/closed sales orders; best-selling products and top customers), Shipments Dimensional Report, Stock for Open Orders (pending order lines with actual stock per product), Orders Awaiting Invoice Report, Orders Awaiting Delivery Report, and Sales Invoice Dimensional Report (rating of products and top customers based on sales revenue, showing profit and margin of sales).

Condition of the goods

Define in which status goods come back from the customer; these values are used in the Return Material Receipt window.

Reject Reason

Define the reasons to reject quotations; these values are used in the Sales Quotation window.

Warehouse Management

Warehouse Management Overview

Most warehouse movements are created automatically based on the transactions of Sales and Procurement processes. Operating a warehouse also involves manual activities such as physical inventory, goods movements and their tracking, and inventory valuation.

Physical Inventory

Allows executing the goods count process — creating an inventory count to check or to update stock quantities.

Goods Movements

Allows creating internal inventory movements among warehouses and storage bins.

Generate Average Costs

Process that calculates products' Average Cost.

Goods Transactions

A read-only view with extensive filtering capabilities showing all inventory transactions: incomings, outgoings, movements between warehouses, physical inventories, etc.

Stock Reservation

Review and manage existing Reservations. Stock reservations are mainly used to ensure stock availability when delivering a Sales Order; it is also possible to lock stock not related to any Sales Order to avoid its consumption. A reservation identifies stock that cannot be consumed by anyone except the owner of the reservation — currently two possible owners: a Sales Order line (stock consumable only in shipments related to that Sales Order) or the System (a special Hold reservation used when stock needs to be blocked in the warehouse).

Inventory Amount Update

Allows changing either current inventory amount or current unit cost of products in stock at a given reference date. Once processed it generates a closing inventory (removes the product's current inventory value at current cost — average or standard) and an opening inventory (adds the product's new inventory value), reviewable in the Inventories tab.

Cost Adjustment

Review product transaction cost adjustments caused by changes in purchase prices, landed cost allocation, or manual/negative cost corrections. Once a product transaction's cost has been calculated by the costing background process according to the Costing Rule, it cannot be recalculated or deleted — but under some circumstances (e.g., purchase price changes after receiving the product) the calculated cost needs to be adjusted; this feature manages those adjustments.

Referenced Inventory

Defines the containers or boxes — any kind of object that can contain goods (e.g., RollTainer, Case or Box; reusable or disposable). Referenced Inventory identifies one or multiple storage details (stock records) by using a Reference Number.

Warehouse Analysis Tools

Pareto Product Report (distributes products into classes A/B/C by inventory cost value to decide counting cycle frequency — A weekly, B monthly, C yearly; requires a validated Costing Rule and up-to-date transaction costs), Material Transaction Report (all receipts/shipments grouped by Business Partner and document), Stock Report (stock level per product with warehouse and storage bin), Valued Stock Report (stock value per warehouse, cost calculated by the Costing Server process), and Product Movements Report (receipts, shipments, moves and physical inventories grouped by transaction type and business partner).

Process Price Difference Adjustment

Price difference adjustments can be performed automatically by scheduling the Price Correction Background Process, or manually for a given product or set of products.

Warehouse and Storage Bins

Create warehouses and organize them using storage bins. A Warehouse represents the physical location of stock; for more exact location of goods inside a warehouse it is divided into Storage Bins.

Costing Rules

A costing rule can be applied during cost calculation; each costing rule requires a costing algorithm and a valid-from date. The Warehouse can be configured as a dimension in cost calculation. Costing rules can only be created for legal entities; only legal-with-accounting organizations support perpetual inventory posting.

Costing Algorithm

Defines the method used to calculate the cost of transactions. InfiniteERP delivers the Standard and the Average costing algorithms as part of the Costing Engine. Each costing algorithm implements all that is required to calculate and store the costs.

Landed Cost Type

Define different types of Landed Costs assignable to Goods Receipts and therefore allocated to the products included in the receipts. Landed cost is the total cost of a landed shipment including purchase price, freight, insurance, custom duties and other costs up to the port of destination; InfiniteERP handles landed costs not as part of the unit cost of a product but as part of its total cost.

Warehouse Rules

Warehouse rules are used to restrict the stock available on the warehouse; the rules are applied when stock is retrieved automatically by processes like goods shipment generation.

Referenced Inventory Type

Defines different types of containers or boxes which can contain goods.

Bill of Materials Production

Create and run production processes using previously defined bills of materials. This is not part of production: it is used to combine different end products into another bundled product (e.g., a computer shipped with different keyboards) — no actual production is involved. Set up via the bill of materials checkbox and tab in the product screen.

Incoterm

Define international commercial terms (Incoterms) to be used in sales transactions.

Warehouse Reports

Expiration Date Report, Offers Report, Shipper Report, Traceability Report (lot/serial-based traceability), Warehouse Control Report, and BOM Production Report.

Shipping Company

Create shipping companies and define freight costs to be used in products logistics.

Freight Category

Define freight categories to be used by shippers.

Production Management

Production Management Overview

The process of producing products from raw material is managed — including the production process itself, monitoring the quality of produced products, maintenance of the machines used in production, and cost management for raw material and end products.

Work Requirement

Create and manage an order for a process plan to be executed a certain number of times to satisfy production requirements — a document indicating what has to be produced and by what date, created based on a process plan. Operations with related details are populated and can be overwritten. Created manually or automatically as an outcome of the MRP Manufacturing Plan.

Work Effort

Records the work executed by employees during a production shift: to calculate the real cost related to the production of a product, and to keep track of the remaining effort on work requirements.

Production Run

Displays the work efforts that are not validated — an overview for production workers of the production tasks scheduled to be executed.

Quality Control Report

Create and edit measurements and report findings at predefined checkpoints to ensure output quality during production. A Quality Control Point can be set up for the production cycle (e.g., checks on machinery or tools); execution of checks is documented in this report.

Periodic Quality Control Data

Create and edit data collection and measurements related to quality control at predefined checkpoints for a produced product; results of executed Periodic Quality Control are documented here.

Internal Consumption

Define and administer products which are only used inside the enterprise during the execution of maintenance tasks — when processed, the stock is reduced. These products are purchased through the procurement process and set up as regular items.

Maintenance Order

Create and edit the results of a scheduled maintenance order — registering the execution and results of maintenance tasks; any tasks confirmed in the maintenance plan are selectable.

Insert Maintenances

Process that populates scheduled maintenance tasks to the Maintenance Plan based on maintenance information in the machine category and/or machine screen.

Maintenance Plan

Add and edit predefined maintenance plans — populated automatically by the Insert Maintenances process, or manually (e.g., when a machine breaks down and needs corrective maintenance).

Calculate Standard Costs

Generates the standard (theoretical) cost of manufactured products. Cost information is set up in several screens: in the process plan the use of the cost center is defined; in the cost center, employee information (salary category and quantity used per hour — cost entered in the Salary Category screen), machine information (usage entered in the Machine screen), and indirect cost items (entered in the Indirect Cost screen) are defined; and the quantities and cost of materials used are defined in the process plan.

Create Production Costs

Generates the production (real) cost — calculated for each product based on the real time used in the cost center and the consumed materials per unit produced as specified in the work effort. Employee, machine and indirect costs are the same as for standard cost, but multiplied by the actual use of the cost center and divided by the number of units produced.

Referensi

• Dokumen sumber: InfiniteERP — Product Features v1.6
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