Presentation on theme: "Group name list 組長 : 971638 張巧蓉 組員 : 971603 杜冠毅 971607 盧子暘 971610 陳亮維 971615 朱偉綸 971646 田育瑋 971656 黃冠蒲 971660 林潔芸 971733 莊穗如."— Presentation transcript:
Group name list 組長 : 張巧蓉 組員 : 杜冠毅 盧子暘 陳亮維 朱偉綸 田育瑋 黃冠蒲 林潔芸 莊穗如
Q1. What are the basic modules provided in SAP’s ERP system? Q2. Describe the business process in each module in detail using flow chart. Who are the owner and user of that processes? We are going to present/report following objects: SAP’s introduction. Module1.Sales and distribution module. Module2.Materials management module. Module3.Quality management module. Module4. Human resources module 田育瑋
SAP - Introduction Founded in 1972 SAP is the recognised leader in providing collaborative business solutions. Headquartered in Walldorf, Germany. SAP is the world's largest inter-enterprise software company SAP is the world's third largest independent software supplier overall. ( )
SAP - 12 modules
Sales and Distribution (SD) Materials management (MM) Quality management (QM) Human resources (HR) Financial accounting (FI) Controlling (CO) Asset management (AM) Production Planning (PP) Plant maintenance (PM) & Customer Service (CS) Project system (PS) Workflow (WF) SAP - Basic modules Module1 Module2 Module3 Module4
SAP Module1. Sales and Distribution Module - Introduction The solution for the integrated handling of all tasks for sales, shipping and billing
SAP Module1. Sales and Distribution Module – Sub-modules Optimize tasks/activities in Sales Delivery Billing Key elements Pre-sales support Inquiry processing Quotation processing Sales order processing Delivery processing Warehouse management Billing Credit Management Sales Information system (http://www.erptips.com/Learn-SAP/SAP-Module-Overviews/Sales-and-Distribution-SD.asp )http://www.erptips.com/Learn-SAP/SAP-Module-Overviews/Sales-and-Distribution-SD.asp
SAP Module1. Sales and Distribution Module - Flow Chart
SAP Module1. Sales and Distribution Module - User & Owner The owner and user are : Sales and distribution department. Sales and distribution manager.
SAP Module2. Materials Management Module - Introduction Materials management is part of logistics and refers to the location and movement of the physical items or products. (http://www.wisegeek.com/what-is-materials-management.htm)
Supports Procurement Inventory Key elements Materials procurement (purchasing) Inventory management Invoice verification Material valuation Vendor evaluation External Services management Purchasing Information System (PurchIS) Inventory Controlling Information system SAP Module2. Materials Management Module – Sub-module
SAP Module2. Materials Management Module - Flow Chart
SAP Module2. Materials Management Module - User & Owner The owner and user are : Staff. Materials management and distribution manager.
SAP Module3. Quality Management Module - Introduction Quality management module is used to : Plan, verify and record the quality of products and processes. Before we use quality management module we have to decide quality policy, for example: We have to do quality planning. We have to decide product’s specification, how to control product quality, and inspection process. Ex: ISO9000. Quality management module is integrated with other modules, such as: Materials management module(MM). Sales and distribution module(SD) 張巧蓉 Data Source:
SAP Module3. Quality Management Module - Flow Chart Data Source:
Famous Quality Management Example ISO 9000: The standards are published by ISO, the International Organization for Standardization. ISO 9000 is designed to help organizations ensure they meet the needs of customers and other stakeholders. ISO 9000 combines the three standards : ISO Design, development, production, installation and service. ISO Production, installation. ISO Final inspection and test. Data Source: qms/questions/what_is_the_difference_between_iso9001_9002_9003.html
SAP Module3. Quality Management Module - User & Owner Quality management staff The owner and user are : Quality management manager. Quality management department staff. Quality tester. Quality controller.
SAP Module4. Human Resources Management Module - Introduction The Human Resources module (SAP HR) consists of all employee master data, system configuration to complete the Hire to Retire (or, as some say, Fire) process. It enables user to effectively manage information about the people in their organization, and to integrate that information with ''other SAP modules'' and external systems. Human resources management module is integrated with other modules, such as: Financial Accounting (FI). Data Source:
SAP Module4. Human Resources Management Module – Sub-modules Personnel Administration Organization Management – department, job Payroll Time Management – over time, take a day off. Travel Management Personnel Development Training and Event Management Recruitment Compensation Management - Salary increase, Bonus payment Performance Appraisal Data Source:
SAP Module4. Human Resources Management Module - Human Resource Planning process Data Source:
SAP Module4. Human Resources Management Module - Recruitment process Data Source:
SAP Module4. Human Resources Management Module - Flow Chart Data Source:
SAP Module4. Human Resources Management Module - User & Owner The owner and user are : Human resources department manager. Human resources department staff.
Q1:What are the basic modules provided in Oracle ERP systems ? Q2: Describe the business process in each module in detail using flow chart. Who are the owner and user of that processes? We are going to present/report following objects: Oracle’s introduction Module1.Customer Relationship Management module Module2.Asset Management module Module3.Purchasing Management module Module4.Order Management module 朱偉綸
Founded in 1977 Larry Ellison and co-founders Bob Miner and Ed Oates Is the world's second largest independent software company. The acquisition of Sun gives Oracle a leadership role in the hardware arena as well.(2009/4/20) Software Development Laboratories (SDL). In 1979 SDL changed its name to Relational Software, Inc. (RSI). In 1982, RSI renamed itself Oracle Systems Oracle - Introduction Data Source:
Oracle - E-Business also known as EB-Suite/EBS Planning Supply Chain Planning Master Scheduling Distribution Order EntryInventoryReceivables Finance Cash Management Project Costing Procurement PurchasingPayables Supplier Scheduling Process Manufacturing Manufacturing Bills of Materials Cost Management Quality Human Resources Time Management Web Employees Data Source:
Oracle - Basic modules CRM module Asset Management module Purchasing Management module Order Management module Warehouse Management System module Inventory module Financials module Logistics module Mobile Supply Chain Applications module Human Capital Management module Service Management module Value Chain Planning module Module1 Module2 Module3 Module4 Data Source:
Oracle Module1. CRM Module – Introduction Oracle ERP It integrated ERP management system for both before and after sets of office application It shows that the daily contact with the customer information completely and clearly It provides 360-degree business perspective to understand their customers Data Source:
Oracle Module1. CRM Module - Introduction(Cont’d) Because the full integration of the Oracle CRM ERP Obtain customer information within the enterprise in terms of each member variable is easy Customer-centric applications can use the original contract and service management system to create more opportunities for trade and services Further integration of customer relationship because the system provides 360-degree view of the actual perspective Data Source:
Oracle Module1. CRM Module – Sub-modules 1. Marketing - Provide true information driven marketing, enabling you to plan, execute, and analyze marketing campaigns and complex trade promotions. 2. Sales - Enables information-driven selling by using consistent, accurate enterprise information and advanced selling tools for accelerating the sales cycle. 3. Service - Provides true information-driven customer service—service that enables your agents and technicians to meet and exceed customer expectations by empowering them with information that is consistent, accurate, and actionable. Data Source:
Oracle Module1. CRM module - Service sub-module’s Flow Chart
Oracle Module1. CRM Module - Flow Chart
Oracle Module1. CRM Module – User & Owner The owner and user are : Customer Service department’s Staff & Manager
Oracle Module2.Asset Management Module - Introduction Asset management is managing infrastructure assets to minimize the total cost of owning and operating them while continuously delivering the service levels customers desire. It is also important that the assets are monitored continuously so that any kind of risk may be avoided.
Oracle Module2. Asset Management Module – Introduction(Cont’d) Enables organizations to create optimal asset management strategies the can increase revenue and decrease costs. By effectively monitoring operational data can proactively manage available resources such as inventory, equipment, and skilled personnel, to match them to asset maintenance demand.
Oracle Module2.Asset Management Module - User & Owner The owner and user are : Finance Department’s Staff & Manager
Oracle Module3. Order Management Module - Introduction The process or the work flow associated with the production, picking, packing and delivery of the packed items to a shipping carrier. Use order process will save time and ensure the quality and material well 黃冠蒲
Quality Management This module allows a wide variety of characteristics and parameters to be specified in the stand inspection operation and maintain an extensive history to improve product quality and identify recurring problems. Production Planning and Control Production-Planning-Control Module provides capabilities for planning, execution, quality and plant maintenance. Oracle Module3. Order Management Module - Sub-module (1)
Oracle Module3. Order Management Module – Sub-module (2) Material Requirement Planning Requirements Planning can organize, schedule and reschedule materials as far into the future as required. Purchasing Purchasing is the act of buying the goods and services that a company needs to operate and/or manufacture products. It is designed to reduce supply chain costs, reduce inventory and increase operational efficiencies.
Oracle Module3. Order Management Module - Flow Chart USER REQUIRMENTORDER HANDLING ORDER CONFIRMPRODUCTION PLANING PRODUCTION OF MATERIAL PURCHASING PRODUTION SCHEDULING CONFIRM PRODUCTION QUALITY TESTING PICKING AND SHIPPING THE PRODUCTION OF ACCOUNTS RECIEVABLE END OF ORDERING YES NO YES NO
Oracle Module3. Order Management Module - Owner & User The owner and user are : Manufacturer and customer.
Oracle Module4. Purchasing Management Module - Introduction ● Purchasing refers to a business or organization attempting to acquire goods or services to accomplish the goals of the enterprise. ● Purchasing is the act of buying the goods and services that a company needs to operate and/or manufacture products. ● Use purchasing process will save time and easily to find the Historical record of orders.
Oracle Module4. Purchasing Management Module - Flow Chart Confirm purchase requirement Provide purchase requirement Get the requirement's detail Find possible supplier Inquire price Choice supplier submit and trace order Receive and check goods Pay and finish order Record the order No Yes No Yes
Oracle Module 4. Purchasing Management Module - Choose Supplier What characteristics makes a good supplier? several traits that good suppliers share: Commitment to continuous improvement Cost-competitive Cost-conscious Customer-oriented Encourages employee involvement Flexible Financially stable provide technical assistance
Oracle Module4. Purchasing Management Module - Owner & User The owner and user are : Purchase department stuff Behalf of the company and outside vendors to do business. Supplier Provide goods information and pricing.
Q1. What are the basic modules provided in JD Edwards EnterpriseOne? Q2. Describe the business process in each module in detail using flow chart. Who are the owner and user of that processes? We are going to present following objects: SJD Edwards Enterprise One’s introduction. Module1. Financial management module. Module2. Project management module 莊穗如
J.D. Edwards EnterpriseOne-Introduction The name of J.D. Edwards: Named after its first three founders, Jack Thompson, Dan Gregory, and C. Edward (Ed) McVaney. The establish of J.D. Edwards: J.D. Edwards is a internationally renowned software company founded March 1977 in Denver
J.D. Edwards EnterpriseOne- Introduction(cont.) The features of J.D. Edwards: Integrated software Suitable for a variety of industries Excellent Technology ( ISO 9001 ) management/index.html
J.D. Edwards EnterpriseOne- Basic modules Module 1:Project Management Module 2:Financial Management Asset Lifecycle Management Customer Relationship Management Food and Beverage Producers(Agriculture) Human Capital Management Manufacturing and Engineering Order Management Real Estate and Home Construction Supply Chain Planning Supply Chain Execution(Logistics) Supply Management (Procurement)
J.D. Edwards EnterpriseOne Module1 Project Management Module-Introduction The definition of project management: Project management is the application of knowledge, skills, tools and techniques to project activities to meet project requirements. Project is a temporary, non-routine task ad&certificateId=
The six main process Proposing: project feasibility analysis Initiating: hold a kick-off meeting Planning: detail the proposal as a blueprint for controlling and executing Executing: manage product delivery Controlling: make sure the current status executed well Closing: review the project J.D. Edwards EnterpriseOne Module1 Project Management Module- Introduction(cont’d.)
J.D. Edwards EnterpriseOne Module1 Project Management Module- Owner & User The owner and user are : Project management team members. EX: Project proposer Project auditor Project sponsor Project manager Project executive committee Project technology team manager
J.D. Edwards EnterpriseOne Module2 Financial Management Module- Introduction The management of the finances of a business or organization in order to achieve financial objectives Financial management objectives the key objectives of financial management output value maximum Profit maximization Maximize shareholder wealth Enterprise value maximization
J.D. Edwards EnterpriseOne Module2 Financial Management Module- Introduction(contd.) three key elements to the process of financial management: Financial Planning: make an overall decision Financial Control: monitor the cash flow Financial Decision-making Investment decisions: What? When? Financing decision: How much money from equity or debt? Dividend policy: How many percentage for stock?
J.D. Edwards EnterpriseOne Module2. Financial Management Module- Flow Chart Strategic planning Priority setting Program analysis and evaluation Strategic planning Priority setting Program analysis and evaluation Cost analysis Formulation Execution Reprogramming Cost analysis Formulation Execution Reprogramming Appropriation Apportionment Authorization Distribution Appropriation Apportionment Authorization Distribution FM effectiveness FM efficiency Budget-to-performance Assessment FM effectiveness FM efficiency Budget-to-performance Assessment Dashboards Month-end reports Year-end financial Statements Dashboards Month-end reports Year-end financial Statements Commit, obligate Vendor pay People pay AP/AR/GL Cost accounting Commit, obligate Vendor pay People pay AP/AR/GL Cost accounting
J.D. Edwards EnterpriseOne Module2 Financial Management Module- Owner & User The owner and user are : Financial department staffs. Financial manager. Other department staffs.
Q1. What are the basic modules provided in PeopleSoft Enterprise? Q2. Describe the business process in each module in detail using flow chart. Who are the owner and user of that processes? We are going to present/report following objects: PeopleSoft’s introduction. Module1. Performance management module. Module2. Supplier relationship management module 陳亮維
PeopleSoft, Inc. was a company that provided human resource management systems (HRMS) and customer relationship management (CRM) software, and other software solutions Dave Duffield & Ken Morris established 2003 merged J.D. Edwards 2004 merged by Oracle PeopleSoft Enterprise - Introduction
PeopleSoft’s modules Module1-Supplier Relationship Management Module2- Performance Management Customer Relationship Management Service Automation (Project Portfolio Management) Financial Management Human Capital Management Asset Lifecycle Management Supply Chain Management
PeopleSoft Module1. Performance Management Module - Introduction Performance management includes activities that ensure that goals are consistently being met in an effective and efficient manner. A clear and immediate correlation to improved business and organizational results.
PeopleSoft Module1. Performance Management Module – Introduction (Cont’d) Performance management can focus on the performance of an organization, a department, employee, or even the processes to build a product or service, as well as many other areas. Benefits include: Direct financial gain Motivated workforce Improved management control
PeopleSoft Module1. Performance Management Module -Flow Chart Strategy, Objectives, KPIS Update Scorecard with KPIS Set Budget Forecast Monitor and Report Analyze Performance Adjust Forecast Revise Long Term Plan
PeopleSoft Module1. Performance Management Module - User & Owner The owner and user are : All staff and manager.
PeopleSoft Module2. Supplier Relationship Management Module - introduction Supplier relationship management is a comprehensive approach to managing an enterprise's interactions with the organizations that supply the goods and services it uses. Three reason to use SRM Efficiency and economies of scale New market value Customer demand
PeopleSoft Module2. Supplier Relationship Management Module - introduction supplier relationship management reduces spend on goods and services, streamlines procure-to-pay processes, and drives policy compliance.
Supplier Selection Contracting Selection Supplier for performance attention Supply Industry Benchmarking Bottom up Cost Models Supplier Business Diagnostic Full time step change task force PeopleSoft Module2. Supplier Relationship Management Module - Flow Chart
PeopleSoft Module2. Supplier Relationship Management Module - User & Owner The owner and user are : Supplier Purchase Staff manager
Q3. Compare the differences in each kind of module provided by these two different vendors for four different type of ERP system. There are three modules we are going to present: Module 1. Financial Management Module — Revolutionizes productivity and information access with native, real-time intelligence. Module 2. Customer Relation Management Module — Sales performance management, enterprise integration, and business flexibility. Module 3. Human Capital Management Module — The set of skills which an employee acquires on the job, through training and experience 林潔芸
Similarities Among the Four Vender’s Financial Management Modules SAPPeopleSoftOracleJD Edwards General Ledger Account Payable Account Receivable Fixed Asset Accounting Purchasing E-Procurement
Unique Modules of JD Edwards Compared With Other Vendors ModuleDescription Advanced Cost Accounting Sub-module 1.Using a combination of traditional managerial accounting and activity-based costing. 2.Automatically capture direct revenue and costs, and assign values to indirect costs. 3.Integrated cost analyzer that allows you to capture, arrange, and analyze managerial accounting information. 4.Separate set of records allows you to perform "what if" analyses on different assumptions while keeping the original financial records intact.
Unique Modules of JD Edwards Compared With Other Vendors (Cont’d) ModuleDescription Expense management Sub-module 1.Employees can enter their time and expenses in one location, eliminating short-term disparate systems or spreadsheets that compromise internal control and efficiency. 2.Automatically enforces expense reporting policy rules. 3.Captures daily labor hours. 4.Eliminate duplicate keying and the costs associated with it, reduce errors, and provide more timely information for billing and employee reimbursement.
Unique Modules of JD Edwards Compared With Other Vendors (Cont’d) ModuleDescription Financial Management and Compliance Console Sub-module 1.Users can quickly assess financial and compliance performance, drill down to supporting data, identify potential issues, and take appropriate action. Dashboard ContainsDescript Graphics libraryUsers can determine how they wish to visualize metrics Financial ratiosProvide ready access for activity ratio metrics Accounts receivableInformation to track cash flow Accounts payableMetrics to monitor cash outflow General accountingMetrics include actual versus planned, cash flow, and revenue trends Corporate governance Monitoring of business operations
Addition Metrics Alerts Displaying Dashboard Unique Modules of JD Edwards Compared With Other Vendors (Cont’d) Financial Management and Compliance Console Sub-module Search By: Company, Business units, Start/End date, Customer/Supplier
Unique Modules of SAP Compared With Other Vendors ModuleDescription Asset Management Sub-module 1.Integrated functionality can help you reduce operating costs, better manage capital expenditures, and improve asset utilization – from installation to maintenance, repair, and decommission. 2.Provide highly optimized and collaborative solution which can be used by all the partners and stakeholders of the organization. 3.Helps the organization to get better visibility into asset functioning and maintenance.
Unique Modules of SAP Compared With Other Vendors (Cont’d) ModuleDescription Asset Management Sub-module The solution provides software features and functions to support key enterprise asset management processes, including: 1.Investment planning and asset specification and design 2.Procurement and asset construction, installation, and implementation 3.Maintenance and operations management 4.Decommissioning and disposal
Similarities Among the Four Vender’s CRM Modules ModulesSAPPeopleSoftJD EdwardsOracle Marketing Sales Service 盧子暘
Differences Among the Four Vender’s CRM Modules VendorsModules SAP1.Contact Center 2.E-CommerceIT 3.Service PeopleSoft1.CRM Analytics 2.Partner Relationship anagement SolutionCRM Industry Solutions JD Edwards1.Support Oracle1.Channel Revenue 2.Managementrder Management
The unique features of SAP CRM Sub-modules Description Contact Center1.You can maximize customer loyalty, reduce costs 2.Bboost revenue by transforming your contact center into a strategic delivery channel across all contact channels. E-Commerce1.You can turn the Internet into a profitable sales and interaction channel while providing consumers and business customers with a personalized online experience and convenient self-services. IT Service1.With the SAP IT Service Management application in SAP CRM, IT organizations can streamline their IT service operations. 2.The integration of such a variety of IT service processes, combined with the financial management capabilities, helps reduce costs and increases your IT organization's contribution to the company's overall business goals.
The unique features of PeopleSoft CRM Sub-modules Description CRM Analytics 1.Executives strategically understand customers and their value to the company 2.It including overall satisfaction and overall profitability of each key customer segment. 3. Managers track real-time operational metrics on the day-to-day activities of their teams. 4.Front-line users—customer service representatives, sales representatives 5.Marketers—receive proactive alerts and embedded analysis to help them interact with customers in the most profitable manner. Partner Relationship Management Solution 1.Partners provide a cost-effective way to extend your enterprise, providing you with broader geographic and market reach. 2. When leveraged appropriately, they enable you to drive revenue growth, streamline operations, and improve efficiency.
The unique features of PeopleSoft CRM (Cont’d) Sub-modules Description Industry Solutions1.Business rules differ dramatically from industry to industry. So do customer needs. You need a CRM solution that is built from the ground up according to the way you do business. PeopleSoft understands this and delivers out-of-the-box business processes for a wide range of industries.
The unique features of JD Edwards CRM ‘s Support Sub-modules Sub-modules Description Branch Scripting It can help you improve the efficiency of your customer service representatives by providing intelligent scripts that walk them through a diagnosis of a problem or support them in selling additional products. Case Management It gives your customer service agents instant access to all of the customer information needed to resolve any issue. Customer Self Service Give your customers real-time, 24-hour access to purchasing and order status information via the internet using an intuitive, easy-to- use interface. Solution Advisor Solution Advisor is designed to reduce the time it takes for your customer service reps to resolve issues by giving them the information they need to solve even the most technical problems.
The unique features of Oracle CRM Sub-modules Description Channel Revenue Management 1.It provides a single, global basis of information to drive channel effectiveness across your sales, marketing, and finance divisions. 2.It accomplishes this by using consistent information globally, ensuring all selling channels are aligned with corporate objectives. Order Management1.You can achieve Perfect Orders which with it. 2.The classic definition of the Perfect Order is one that is on-time, complete, accurate, and in perfect condition. 3.Achieving this performance consistently is no small achievement. It requires an enormous amount of operational discipline.
Similarities among the four vender’s Human Capital Management modules ModulesSAPPeopleSoftJD EdwardsE-Business Suit Payroll Time and Labor Talent Management
Differences among the four vender’s Human Capital Management modules VendorsModules PeopleSoft 1.Activity Based Management 2.Absence Management 3.eBenefits JD Edwards 1.Self-Service for Employees Oracle 1.Mobile Field Service 2.Daily Business Intelligence 3.iRecruitment 4.Project Resource Management
The Unique features of JD Edwards Human Capital Management Sub-modules Description Self-Service for Employees 1.Streamline HR processes, including benefits enrollment and vacation. 2.Access employee information 24 hours-a-day, seven days-a-week. 3.Change the system when needed to meet your company's specific requirements. 4.Reduce the number of phone calls received by HR.
The Unique features of PeopleSoft Human Capital Management Sub-modules Description Activity Based Management 1.Monitor the productivity, capacity utilization, efficiency, and effectiveness of activities. 2.Determine the economic impact of strategic decisions about resources, activities, products, services, customers, and channel costs. 3.Generate multiple planning scenarios to assess the consequences of major changes in your product or customer mixes.
The Unique features of PeopleSoft Human Capital Management (Cont’d) Sub-modules Description Absence Management 1.Submit absence requests for approval and view status. 2.View current and projected absence balances. 3.Configure request approval functionality, including multilevel approvals and alternate approvers. 4.Configure absence accrual and consumption functionality, including a rules engine to compute the most complex accrual and consumption logic. 5.Automate your leave donations administration programs
The Unique features of PeopleSoft Human Capital Management (Cont’d) Sub-modules Description eBenefits1.Provide employees with online access to all of their benefits programs. 2.Enable employees to communicate their benefit choices online, including elections, validations, confirmation statements, and other related content. 3.Ensure rules-based elections and changes. 4.Provide access to complete benefits information and transactions from a single page and with a single sign on.
The Unique features of E-Business Suit Human Capital Management Sub-modules Description iRecruitment1.Manage open job vacancies, search for candidates, and manage the interview process, and extend recruiting functionality to managers. 2.Maintain profiles, search for and refer jobs to colleagues, and follow the recruitment process. Use integrated resume extraction capabilities (using ResumeMirror extraction engine) to search for potential candidates. Project Resource Management 1.Share resource calendars and schedules to assure availability. 2.Maintain a central skills repository. 3.Utilize concise definitions of requirements with mandatory and optional skills. 4.Support local work patterns, discontinuous assignments, and local holidays
The Unique features of E-Business Suit Human Capital Management (Cont’d) Sub-modules Description Mobile Field Service 1.Speed resolution with complete information access. 2.Respond quickly to Last-Minute schedule changes. 3.Replenish parts based on actual inventory levels. 4.Speed billing cycles. Daily Business Intelligence 1.Consolidate all key information on a single homepage, with one-click access to automated out-of-tolerance notifications, KPIs, reports, and more. 2.Analyze competence gaps by person and job. Analyze skills gaps for groups and individuals. 3.Compare average salaries by group. Look at salary distributions and skews by grade, performance, and service test. 4.Analyze planned and unplanned hours by cost band over time. 5.Understand workforce trends by job, geography, user- defined categories, minority groups, and business areas.