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Sales & Distribution Module ERP User Training

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Presentation on theme: "Sales & Distribution Module ERP User Training"— Presentation transcript:

1 Sales & Distribution Module ERP User Training
Welcome the participants. Introduce yourself and, if applicable, your co-moderator(s). Depending on the number of participants and the circumstances, ask the participants to introduce themselves. Provide information about the timing and the structure of the session, e.g. presentation/exercises/discussions. Explain the rules for communication, e.g. whether participants can ask questions in between or rather at the end of the session.

2 How to access ERP system Sales Distribution
Content Introduction Cut-off plan How to access ERP system Sales Distribution

3 Objectives & Expectation
Pelatihan ini akan memberikan pemahaman tentang operasional penggunaan system ERP untuk modul Sales & Distribution (This course will enable you to gain an understanding in Sales & Distribution module in the ERP System). Meningkatkan pemahaman tentang aliran proses bisnis dan fungsi support yang lainnya (To gain an understanding on Business Process Flow and other relevant supporting functions). Peserta dapat melakukan transaksi Sales & Distribution di Sistem ERP (Participants able to perform Sales & DIstribution transaction in the ERP system).

4 Planning for Cut-off and opening balance in new system

5 Open Balance Migration and Transition Timeline
Dec 25 Stop PR creation in existing sys (Create PR in new system by Dec 26 for 2014) Stop GR in existing sys (except urgent goods/mat’l) Spare Stock taking Date 25 Wen it can be early if is possible Dec 27 Raw material, WIP Stock Taking Finished Good Draft Open Qty Around 25/12, potentially there is gypsum coming in Kupang 26 Thu 27 Fri Dec 30 Stop PO in existing Sys 18:00) Stop DO/SO in existing sys Dec-30 18:00) 30 Sat 31 Tue Fiscal Year Dec 31 18:00 Stop G/R, G/I & latest Cement Delivery Jan-01, 08:30 Upload Draft Cut Stock into ERP Starting to entry Outstanding PO,SO/DO & into ERP System Dec-2013 AR/AP/NM Open item 4. Start Month-End Closing in Existing Sys 01 Wen 02 Thu 03 Fri 06 Mon 07 Tue 08 Wen 09 Thu 10 Fri 13 Mon Jan 06, 08:30 Entry AP/AR /NM/FA open items ERP Cost Calculation in existing system 14 Tue Jan-14, 18:00 Finished Month-End Process in Existing System 15 Wen Note from meeting Jan-15, 08:30 Entry Trail Balance to ERP Open Period 2. Start ERP FIN Modules Opening Process

6 ERP Database Landscape
Untuk Transaksi sebenarnya – Pilih sesuai dengan Perusahaan Untuk Latihan

7 Buka Internet Explorer dan Ketik  http://10.10.10.5/tiptop.html
LOGIN to ERP System Buka Internet Explorer dan Ketik  Tekan icon ini Note: system ini hanya bisa dioperasikan di dalam jaringan internal Group Cemindo Gemilang

8 Klik di “Allow”

9 Masukkan User account anda
User password awal adalah 12345

10 ERP Login – Select The Company Code

11 ERP System Entrance 3. Edit My Favorite to add programs into a Drop-Down list

12 How to start the program
1. Start Menu 2. Key-in Program ID 3. My Favorite 4. Flow Chart 5. Ctrl+G (Hot Key)

13 Content Introduction Cut-off plan How to access ERP system Sales Distribution

14 High Level Process flow of Sales
S/C Amendment cxmt301 P/O Quotations axmt360 Customer Application axmi221 S/C cxmt300 S/O cxmt400 D/O cxmt410 Send Quotation to Customers Response by Salesman, confirm by Manager axmt360 Customer Registration on the system Customer Application(by Sales man)->Approval process->Data Center(for Coding)->back to request people for detail info Axm250->axmi221 Creating Sales Contract, create and confirm by Salesman Creating Sales Order (source: it can be from S/C and P/O) Create and Confirm by Salesman or Customer Creating Delivery Order Create and Confirm by Salesman or Customer Price Table axmi140 Response by Salesman, Confirm by Manager S/O Amendment cxmt801 D/O Amendment cxmt800

15 Data assumption Transporter : ANP (SU00025)
Loading Plant : Warehouse Sentul (F ) Unloading region ID : Kota Jakarta Barat (102) Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 219 Type of truck : 08T-Bag; 32T-Bulk Product : /…..2 / …..3 / ……4 / …..13 Customer : CU00001 / ….74 / ….75 Transport mean : LOCO, FRANCO Note: Pada saat membuat DO tidak perlu memasukkan Loading

16 Content Introduction Cut-off plan How to access ERP system Sales Distribution

17 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

18 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

19 Freight Master Data (cpmi001)

20 Practices / Exercise 1. DISPATCH MAPPING (cxmt460) DO02-131200058
Data assumption: Transporter : ANP (SU00025) Loading Plant : F Warehouse Sentul Unloading region ID : Kota Jakarta Barat / Kota Jakarta Timur Unloading Place ID : 002 – Kota Jakarta Barat / 005 – Kota Jakarta Timur Type of truck : 08T-Bag / 32T-Bulk Product 1. : Item No : Item name : FG: CEMENT PCC - MP BAG 40KG Item Spec : Cement PCC - BAG 40KG - MP 3 PLY KRAFT Product 2. : Item No : Item name : FG: CEMENT PCC - MP BAG 50KG Item Spec : Cement PCC - BAG 50KG - MP 3 PLY KRAFT Product 3. : Item No : Item name : FG: CEMENT PCC - BAG 40KG Item Spec : Cement PCC - BAG 40KG - 1 PLY WOVEN, INLAND

21 1. Dispatch Mapping - cxmt460

22

23 Delivery Schedule Notification Created from system and send to transporter by email/fax
example

24 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

25 Main Gate Registration - cxmt480
Incoming truck should bring formal Document from their company with consist of DO number Select : Query Click Issue Status and Select : 0. New Click: Accept

26 Main Gate Registration - cxmt480
Select DO number on the list and tick on provided box Click – Accept and Click - Register

27 Main Gate Registration - cxmt480
Key in Truck ID Truck ID and Driver ID must be registered in the system If not registered then must be register on “apmi600”

28 Truck ID and Driver ID registration – apmi600 This function only for Truck ID and Driver ID registration for existing Transporter For new transporter registration should notify to Data Centre (MIS)

29 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

30 Loading Notice - cxmt610 Key in Truck ID and Accept
Entry Loading position id, Shift No. Tick on the provided box if uses Weigh control (Truck Scale) Confirm and Loading Notice Printed-out

31 Loading Notice - cxmt610

32 Loading Notice - Example

33 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

34 Loading Notice Commit - cxmp220
Open cxmp220 Typing L/N No. LN and query

35 Loading Notice Commit - cxmp220
Select Row

36 Loading Notice Commit - cxmp220
Press Maintain Detail Automatically bring out detail value

37 Loading Notice Commit - cxmp220
Choose Lot No Finish and Conform

38 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

39 Delivery Note - cxmt628 Insert Key in Truck ID – Tab and Accept
Confirm

40 Delivery Note - cxmt628 Check and Confirm
Output – print-out D/N (DELIVERY NOTE)

41 Delivery Note - cxmt628 Print-out Delivery Note

42 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

43 Delivery Check - cxmt490 Open cxmt490
Key in Checking Date and D/N receiving Date Accept

44 Delivery Check - cxmt490 Key in D/N No OR uses Barcode Entry Accept
Finish

45 High Level Process flow of Distribution
Freight Master Data(cpmi001) Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 P_flow notice Cxmt460 Report to Transportor website cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment cxmp220 cxmt628 cxmt628(Auto) Cxmt490 Payment List to Transporter

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47 Data assumption Transporter : ANP (SU00025)
Loading Plant : Warehouse Sentul (F ) Unloading region ID : Kota Jakarta Barat (102) Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 219 Type of truck : 08T-Bag; 32T-Bulk Product : /…..2 / …..3 / ……4 / …..13 Customer : CU00001 / ….74 / ….75 Transport mean : LOCO, FRANCO

48 Scree Detail Isi Product yang akan dijual

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