ERP User Guide
| Process Documents | Reference Documents |
|---|---|
|
Project creation
- Explains how a user can add a project |
User reference
- Summary of instructions for users for installation, posting queries, common errors, etc |
|
Warehouse creation
- Explains how a user can add a warehouse |
Department master
- Department wise listing of approvers, approval limits |
|
Item addition (user)
- Explains how a user can make request for adding a new item if he is a user |
Approval structure
- Explains the approval system, transactions which require approval, levels of hierarchy and how do approvals take place |
|
Item addition (creation)
- Explains how a new item can be created (only applicable for select depts) |
Authorization rules
- A mind map summarizing all the forms that require no approval, one level approval, two level approvals etc |
|
Purchase
- Lists down the various types of purchases - Explains the process and forms to be used for each type of purchase - Flow chart that summarizes the purchase processes |
Item master tree
- A mind map summarizing all the items created in ERP with nodes |
|
Adjustments during purchase
- Explains process to be followed in specific situations (short goods received, vendor disputes etc) |
Item master dump
- Excel sheet contains existing item present in ERP |
|
Expense voucher
- Explains about transactions done through Expense voucher (EV) - Explains imprest petty cash, booking of petty cash and adjustments in various situations - How to transfer expenses from one project to another |
ERP Training - Session 1
ERP Training - Session 2 - Basic ERP Training Session videos for new users. |
|
Advance process
- Explains how can users take approvals for advances |
Department Creation Template
- Excel Template for Creating new Department in ERP |
|
Production
- Summarizes steps involved in production process and process flow |
|
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Stocks
- Explains processes for various types of transactions relating to stocks including stock transfers, discrepancies during transfers, stock consumption, stock increases, stock discard |
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Donation in kind
- Process for receiving donations in kind |
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Reports
- Explains how to access reports, types of reports |
|
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Fixed Asset(FA) Module
- Process for FA module transactions |
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Project Budgets
- Guidelines for making project budgets in ERP |