baan overview

8/13/2019 Baan Overview

1/78

BAAN OVERVIEW


2/78

PROLOGUE


3/78

METHODOLOGY Presentation

Recorded Audio-visuals

Interactive Session

Module Test

User Manual for read reference


4/78

AGE!DA "i# Picture $o%%on Data Pro&ect Environ%ent PDM Sales $ontrol Material Plannin# Purc'ase $ontrol S'o( $ontrol


5/78

AGE!DA ) $ontd*+ Inventor Su((lier Pa%ents Sales Invoicin# Localisation $usto%isation !avi#ation in "aan

Test


6/78

"IG PI$TURE


7/78

"USI!ESS STRU$TURE

, P E - R $ O G

$ G P P

$ l u s t e r I

. e a ( o n S s t e % ! u c l e a r

M a r i n e A r %

$ l u s t e r I I A e r o S ( a c e

L / T H E D

Po0ai )123+

Ha4ira )233+

Ranoli )253+

Ha4ira )233+

Ranoli )253+

Po0ai )123+

Ha4ira )233+

Ranoli )253+

Po0ai )123+

6i4a#


8/78

,U!$TIO!AL SET-UPPMG

DESIG! PUR$HASE PLA!!I!G/

EE$UTIO!

IMPORTS

PMG 5 PMG 7PMG 8

MAR9ETI!G

PROD*$E!TERS

P$5:P$

8:P$7

TE

$HSER6I$ES

;A:;

$:.ELD*E!GG

*

PRODU$TIO! SER6I$ESMAI!TE!A!$E: TIME O,,I$E: SHOP PRO$UREME!T :

$E!TRAL STORES

,

I!A!$E/A$

$OU!TS

ITSER6I$ES

I!TER!ATIO!AL"USI!ES

S$OORDI!ATIO

!

$ust Su(


9/78

"AA! IMPLEME!TATIO!

STATUS

Ite% $ontrol

Sales

Lot / Location

;$)In Process)

Purc'ase

/ I%(orts

Manufacturin#

"aa!

Localisation

Su


10/78

P

r

o

ce

s

s

F

l

o

w

PI$TURE

MKTG ENGG PLNG INV MFG DESPPUR

Project

Definition

Sales

Order

PLNGMKTG ENGG INV MFG DESPPUR

QualityPro&ect Mana#e%entPro&ect Mana#e%ent

FinanceFinance

PDM

Standard Item Customized Item

E-BOMPBOM

PRP

Plan WO Plan PO

Plan ProdOrder

Purc!ase

Order IMR" #$$r

SFC Order

Su%con

Order

Issue to Project

Issue

to

Prodn

Com$lete

Prod Order

CCPM

Summar&

'as(s

'MS

#CP

Finance

Customer

Deli)er&

#CR

Finance

M

I

S


11/78

$OMMO! DATA


12/78

$OMMO! DATA Used in various %odules of "aa!

Defined onl once

Ensures unifor%it in different "aan %odules U( to = c'aracters al('anu%eric

$o%%on Data co%(rised of Manufacturin# $ontrol Sste% > Lo#istics / ,inance

$o%%on Masters > $o%(an: E%(loees: Su((liers

/ $usto%ers

Localisation Masters


13/78

MA!U,A$TURI!G $O!TROL

SYSTEM

Statistics *rou$Statistics *rou$

#reas#reas

+an,ua,es+an,ua,es

'erms of Deli)er&'erms of Deli)er&

nit Setsnit Sets

CurrenciesCurrencies

First Free .osFirst Free .os

Ware!ousesWare!ouses

nitsnits

Item *rou$sItem *rou$s

Ot!er C!ar,esOt!er C!ar,es'erms of Pa&ment'erms of Pa&ment

Order '&$esOrder '&$es


14/78

$OMMO! MASTERS$o%%on Masters$o%%on Masters

?$o%(an !o*

?!a%e?Address

?$o%(an !o*?!a%e?Address

?E%(loee !o*

?!a%e?Address?.or@ $entre

?E%(loee !o*?!a%e?Address?.or@ $entre

?Su((lier $ode

?!a%e?Addresses?Pa* Ter%s?Del* Ter%s?LO"?,SG

?Su((lier $ode?!a%e?Addresses?Pa* Ter%s?Del* Ter%s?LO"?,SG

?$usto%er $d*

?!a%e?Addresses?Pa* Ter%s?Del* Ter%s?LO"?,$G

?$usto%er $d*?!a%e?Addresses?Pa* Ter%s?Del* Ter%s?LO"?,$G

$o%(an $usto%er E%(loee Su((lier


15/78

LO$ALISATIO! MASTERS

?Ecise $ate#or?Tariff $ode

?Tariff Rates

?Ecise $ate#or?Tariff $ode?Tariff Rates

?Sales Ta $odes?State codes

?Sales Ta Rates

?Sales Ta $odes?State codes

?Sales Ta Rates

?Location?"usiness Se#?$ate#or

?Service TaRates

?Location?"usiness Se#?$ate#or

?Service TaRates

??Octroi $ode

?Octroi Rates

??Octroi $ode?Octroi Rates

Excise Duty

Sales Tax / VAT Service Tax

Octroi


16/78

PROBE$TE!6IRO!ME!T


17/78

9EY.ORDS - PROBE$T Pro&ect

Si%ilar to a Parent .or@s Order Used for identifin# / eecutin# $usto%er Orders in

"aa!)En#ineerin#: Procure%ent: Manufacturin#: $ostin#:C+

2 Di#its Pro&ect $ode 0it' 5st Di#it of S"U nu%


18/78

Standard

Item

Standard

Item

(art E

S ! P " O # E $ TS ! P " O # E $ T S ! P " O # E $ TS ! P " O # E $ T

To% ItemTo% Item

$ustomi&edItem

$ustomi&edItem

O%eration '(

(art "(art A

(art $ (art D

A I * P " O # E $ T A I * P " O # E $ T

PROBE$T

STRU$TURE

anu+actured

Purc,ased

Purc,ased

Purc,ased

anu+acturedanu+actured

Purc,ased

Purc,ased

anu+actured

-(('.

-(('.A

-(('.!

-(('.TOP('

-(('.S0ASS

-(('.TS!

-(('.A''-(('.A('


19/78


20/78

ITE

$USTOMISED ITEM STA!DARD ITEM

?Manufactured?Purc'ased

?Manufactured?Purc'ased?$ost?Service?Su


21/78

$ustomised Item aster


22/78

9EY.ORDS - "OM BOM / Bill of Material0 1

Defines t'e (roducts ('sical structure "OM is #enerated


23/78

"OM EAMPLE


24/78

"OM EAMPLE )$ontd*+


25/78

9EY.ORDS - ROUTI!G Routin#

$onsists of a nu%


26/78

ROUTI!G EAMPLE


27/78

PDM


28/78

PDM PROBE$T $O!$EPT Projects 1

All .or@ is or#ani4ed into (ro&ects

#ll En,ineerin, O%jects )Ite%s / Docu%ents+ are controlled and

%ana#ed


29/78

Item Group/

Default Data

Material

Master

Size

Master

ARMset

Master

Project s%eci+ic com4inationProject s%eci+ic com4ination

7enerated 2,ile de+inin7 ITE7enerated 2,ile de+inin7 ITE

SA!"##$ %SA!"##$ %

SA!" &SA'$! Gr (# ) SA"# Gr* +$!L,SA!" &SA'$! Gr (# ) SA"# Gr* +$!L,

F-N.+.+## %F-N.+.+## %

-N Fla01e2 +3 +## 42-N Fla01e2 +3 +## 42

as per ANSI 5 $!*'2 5oreas per ANSI 5 $!*'2 5ore

$6AE#$ %$6AE#$ %

A00e7ure for 6S plates as peA00e7ure for 6S plates as pe

EIL st8 E#$EIL st8 E#$

PDM MASTERS DATA


30/78

PDM PRO$ESS ,LO.

$reation o+ To% 8evel

Item

$reation o+ To% 8evel

Item

$reation o+ Purc,ased

9

anu+actured Items

$reation o+ Purc,ased

9

anu+actured Items

PD aster asteraintenance

PD aster aster

aintenance

$reation o+

!ill o+ aterial

$reation o+

!ill o+ aterial

Ex%ort to !aa* in

PD

Ex%ort to !aa* in

PD

Im%ort in !aa* via

3ate2ay Trans+er

Im%ort in !aa* via

3ate2ay Trans+er

"evie2 o+ Items 9

!O in !aa*

"evie2 o+ Items 9

!O in !aa*

STARTSTART

E!DE!D

PD/!aan

PD

PD

PD

PD

!aan

!aan


31/78

SALES $O!TROL


32/78

9EY.ORDS - SALES Sales Order

Initiates / eecutes Sales Activit Serves to ca(ture de%and in t'e sste% Dis(atc' of finis'ed #oods

Order T(es / Order Ste(s Order T(e F Predefined (rocedure for (rocessin#

sales order Order Ste(s F "aa! Sessions included in t'e Order

T(es

Order Series

"ac@ Order


33/78

Pro-for%a Invoicin#Pro-for%a Invoicin#

SALES ORDER

PRO$ESSI!G

Fin6 Accountin7Fin6 Accountin7

0ist6/Stats60ist6/Stats6

anualanual

Order entryOrder entry

Out4ound AdviceOut4ound Advice

DeliveryDelivery

$lose Order$lose Order

***Order Ac:no2led7meOrder Ac:no2led7mePic:in7 8istsPic:in7 8ists

Pac:in7 sli%Pac:in7 sli%!ill o+!ill o+ladin7ladin7

InvoiceInvoice

Sales 2uotationSales 2uotation

EDIEDI

P$S

Invoicin7Invoicin7

Sales $ontractsSales $ontracts


34/78

MATERIALPLA!!I!G

PRPMRPSI$


35/78

9EY.ORDS - PLA!!I!G PRP Plannin# )Pro&ect Reuire%ent Plannin#+

Plannin# for $usto%ised Ite%s reuire%ent

MRP Plannin# )Material Reuire%ent Plannin#+

Plannin# for Standard Ite%s reuire%ent

SI$ Plannin# )Statistical Inventor $ontrol+ Plannin# for ROL ,OS: Maint* S(ares

etc*

Re(lenis'%ent of $ $lass Ite%s


36/78

Sales OrderSales Order

Generate PlannedPRP Orders

Resc'edulin#Messa#es

Reco%%endedPRP Purc'ase:Production and

.are'ouse Orders

Reco%%endedPRP Purc'ase:Production and

.are'ouse Orders

$alculation$alculation

Out%utOut%ut

Allocation forStandard Ite%s

PRP PLA!!I!G

E!GI!EDemandDemand

*et $,an7e*et $,an7e

"e7enerative"e7enerative

Module Plannin#Module Plannin#


37/78

MRP

PLA!!I!G

3enerate aterial3enerate aterial

"e;uirements Plannin7"e;uirements Plannin7

MRP

,orecast

MRP

,orecastRPLRPL S'o(

$ontrol

S'o(

$ontrol

Purc'as

Inventor

Purc'ase

Inventor

MPS: PRPMPS: PRP

ServiceService

SalesSales

"esc,edulin7 9"esc,edulin7 9

Exce%tion essa7esExce%tion essa7esPlanned "P Purc,asePlanned "P Purc,ase

and Production Ordersand Production Orders

In(utIn(ut


Out(utOut(ut

*et $,an7e*et $,an7e

"e7enerative"e7enerative


38/78

SI$ PLA!!I!G

3enerate Planned3enerate Planned

I*V OrdersI*V Orders

SalesSales

RPLRPL S'o(

$ontrol

S'o(

$ontrol

Purc'asPurc'ase

ServiceServiceI!6

,orecast

I!6

,orecast

InventorInventor

Planned I*V Purc,asePlanned I*V Purc,ase

and Production Ordersand Production Orders

In(utIn(ut


Out(utOut(ut


39/78

$O!6ERSIO! O, PLA!!ED

ORDERSPlannedPlanned

Firm-PlannedFirm-Planned

ConfirmedConfirmed

Live OrderLive Order

Transfer Planned OrdersTransfer Planned Orders

Confirm

Orders

Confirm

Orders

P"P

"P

I*V


40/78

PUR$HASE$O!TROL


41/78

9EY.ORDS - PUR$HASE Purc'ase Order

Initiates / eecutes (rocure%ent activit Material recei(ts Su((lier Pa%ents

Order T(es / Order Ste(s Order T(e F Predefined (rocedure for (rocessin#

sales order Order Ste(s F "aa! Sessions included in t'e Order

T(es

Order Series

"ac@ Order


42/78

Fin6 Accountin7

0ist6/Stats6

PR " In3uiresPR " In3uires

Purc!ase ContractsPurc!ase Contracts

ManualManual

Planned OrdersPlanned Orders

Order entry

Ins%ection o+ 3oods

In4ound Advice

"ecei%ts

$lose Order

Purc,ase OrderPurc,ase Order"eminder"eminder3oods "eceived *ote3oods "eceived *ote

$laim$laim

"eturn *ote"eturn *oteStora7e 8istStora7e 8ist

PUR$HASE ORDER

PRO$ESS Aut'orise /Release

PO


43/78

PUR$HASE RE$EIPTS /

I!SPE$TIO!

3oods "eceived3oods "eceived*otes*otes

aintain "ecei%tsaintain "ecei%ts

Print $laimsPrint $laims

Item Ins%ectionItem Ins%ection"eturn *otes"eturn *otes

In4oundIn4ound

9/or9/or

Stora7e 8istStora7e 8ist

Provisional

Ins%ection

Possi4le


44/78

PUR$HASE AME!DME!TSPurc'ase A%end%ents

Price ;uantit

"efore Recei(ts)IMR+

After Recei(ts)IMR+

Directl in t'e

Purc'ase Order

$,an7e Price 9

Discount

a+termaintainin7 recei%ts;t

Price

Price

Maintain

"ac@ Order

;tA%end%ents 'ave to


45/78

SHOP $O!TROL


46/78

9EY.ORDS - PRODU$TIO! Production Order

Initiates / eecutes %anufacturin# (rocess Issue of co%(onents )Esti%ated Material+ S'o( Sc'edulin# ) Production Order Plannin#+ Recei(t of (arent

Esti%ated Material

"ill of Material co(ied to Production Order Material to


47/78

PRODU$TIO! ORDER

PRO$ESS

Prod6 Order

Prod6 Order Prod6 Order

Process

Print

Order Doc


48/78

Release

Prod4 Order

in SFC4

*enerate

Su%contractorder"s4

MaintainRecei$t

OfS"CItem

Re$ort S"C

O$eration"s

Com$leted /SFC0

C!an,e S"C W4Cto #ctual 5endor6s

Identif& O$ns

to %e

Su%contracted

#ttac!

S"C W"centre

to

O$eration"s4S,$S,$

PURPUR

Infor%Infor%

Purc'asePurc'ase

SU"$O!TRA$TI!G

PRO$ESS


49/78

I!6E!TORY


50/78

Out4ound Issues

Sales orders

Production order

!in -!in =!in '

Aisle

8evel -

8evel=

8evel '

In4ound

"ecei%ts

Production orders

Purc,ase orders

I!6E!TORY MO6EME!TS

.are'ouse

Locations


51/78

I!"OU!D PRO$EDUREPurchase

Order

Purchase

Order

Production

Order

Production

Order

3enerate

In4ound Advice

3enerate

In4ound Advice

DeleteInbound Data

DeleteInbound Data

PrintInbound Data

PrintInbound Data

"elease

In4ound Data

"elease

In4ound Data

Maintain

Inbound Data

Maintain

Inbound Data


52/78

OUT"OU!D

PRO$EDUREPRP WarehouseOrder

PRP Warehouse

Order

Sales

Order

Sales

Order

Production

Order

Production

Order

3enerate

Out4ound Advice

3enerate

Out4ound Advice

DeleteOutbound Data

DeleteOutbound Data

PrintOutbound Data

PrintOutbound Data

"elease

Out4ound Data

"elease

Out4ound Data

Maintain

Outbound Data

Maintain

Outbound Data


53/78

LO$* I!6E!TORY TRA!SA$TIO!S

Purc,ase OrdersPurc,ase Orders

Sales OrdersSales Orders

Production IssuesProduction Issues

Production "ecei%tsProduction "ecei%ts

Inventory AdjustmentsInventory Adjustments

Inventory Trans+ersInventory Trans+ers

Directl i%(act inventor fi#ures!o transactions flo0 fro% ot'er %odules


54/78

MATERIAL ISSUE DO$*

"OM Ite%s Enter aterial Issue +or Production Order

.eldin# $onsu%a


55/78

SUPPLIERPAYME!TS


56/78

SUPPLIER PAYME!TS

PO recei(ts > A((roved

Provisional $leared PO > Pa%ents are

%ade on ,inal A((roval Re&ections - PO return Order Made / De =3 das Su((liers invoice is re#istered in ,inance /

%atc'ed 0it' t'e recei(t value


57/78

SALES I!6OI$I!G


58/78

SALES I!6OI$I!G

Mile stone "ased $usto%er $ollectionsAdvance A#ainst Mile-stone definitions

Profor%a Invoice

,inal Invoice )Sales cu% Ecise

Invoice+ Process / Print Ecise Invoice Process Delivered Sales Orders )Postin# to

,inance+


59/78

LO$ALISATIO!


60/78

$o%(an$o%(an

Set-u(Set-u(Plannin#Plannin#

Manufac-Manufac-

-turin#-turin#Pro&ectsPro&ects Purc'asePurc'ase SalesSales

Trans(ort-Trans(ort-

-ation-ationHu%anHu%an

ResourcesResources,inance,inance

$o%(anLa0

La


61/78

LI!9 .ITH OTHER

MODULES

$o%%on Data

/ Ta


62/78

IMPORTA!T TAES /

DUTIES Ecise Dut

Dut on t'e %anufacture of Goods $entral Govern%ent Lev $alculated on Assessa


63/78

E$ISE DUTY

$ALU$ULATIO!

#ssessa%le

5alue E7cise Rate

E7cise

Dut&

Assessa4le Value aster

or

!asic Price Discount

Tariff $ode /

Ecise $ate#or

Tari++ code

de+aults +rom

Item Data6

Excise $ate7ory

de+aults +rom

Su%%lier aster6

8 Educational $ESS a((lica


64/78

SALES TA 6AT $AL$ULATIO!

'a7a%le

5alue

Basic Sale Price

E7cise

Dut&

'a7a%le

C!ar,es

'a7Rate

'a7 Code 8

Defaults fro%

t'e Su((lier

Master

Sales Ta 6ATSales Ta 6AT

In(ut Ta

$redit can


65/78

SER6I$E TA

$ALU$ULATIO!

'a7a%le

5alue

Ser)ice 'a7 Rate Ser)ice 'a7

!asic Price ? Discount

@Sales Tax

Ser6 Tax $ate7ory

9

!usiness Se7ment

Ser Tax $ate7ory

de+aults +rom Item

Data6

!usiness Se7ment

de+aults +rom

Su%%lier aster6

8 Educational $ESS a((lica


66/78

$USTOMISATIO!


67/78

TIME MO!ITORI!G SYSTEM

)TMS+ Su%%ari4ed Activities fro% $$PM )$oncerto+

.or@er s'ift definition / control

Post 'ours )Man / Mc+ on Pro&ect Activities Post 'ours )Man / Mc+ on !on-(roductive /

!on-(ro&ect Activities

Process Hours

Generate MIS for t'rou#'-(ut


68/78

;$ )I! PROESS+

'est Plan /'P0 9 Weldin, En,ineerin,

Ins$ection C!ec( +ist /IC+0 - Ins$ection

IC+ Sta,e Offerin, - PC

Sta,e Ins$ection - Ins$ection

Sta,e '&$e #cc" Rejection

.D' #cc"

Rejection

Rewor( :

Re,eneration

.D' Re3uest -

PC

.D' Re3uest

#cce$t

#cce$ted

Ins$ection


69/78

PO AUTHORISATIO!

$usto%i4ed for L/T to #o t'rou#'

a((roval of PO release

6alue initial

All furt'er c'an#es A%end%ent 5:8 C

All a%end%ents reuire to


70/78

GATE E!TRY SYSTEM

Re#isters t'e date on 0'ic' %aterial is

received ('sicall

Due date for su((lier (a%ent calculatedfro% Gate Entr date

IMR cannot


71/78

PUR$HASE RE;UEST

Maintain

Purc'ase Reuest

Print

Purc'ase Reuest

,or0ard to

"uer

Generate

Purc'ase Order

A%end PR

START

E!D

*OES

Indentin# for !on-&o< reuire%ents

Ite% / ;uantit can


72/78

$ASH ,LO. MGMT - MAR9ETI!G

Used for Definin# sta#es )%ilestones+ for (a%ents

Printin# of Pro-for%a invoices Trac@in# status of advance received

$ollection infor%ation is (assed on to ,/

A for lin@in# recei(ts a#ainst %ile-stones


73/78

;$ > PRO6ISIO!AL

APPRO6AL $usto%i4ed for L/T to Acce(t Material on

t'e


74/78

PAYROLL

Input SourceBaaN Payroll

ProcessActivities

H !ept"

PLA Attendance

Credit Society

#BCOvertime

$aria%les Inputs

Cumulative Inputs

&ont'ly(

)uarterly(

*early

Processin+

&ont'ly Salary

Bonus Processin+

F, . F/0

eT!S eturnsFinance Postin+s

Bud+et Statement

eports etc1


75/78

"AA! !A6IGATIO!

>or: to%


76/78

S'ortcut or: to%

Process

Role

"aan Session

O(ens after lo##in# in

!aa* Session


77/78

!aa* Session

0el%

Text

8ast "ecord

53rou%)

*ext "ecord

53rou%)

Prev6 "ecord

53rou%)

First "ecord

53rou%)

3rou% Insert

8ine Insert

ndo

Save

Save 9 Exit

Line records

$o%y

Delete

Find


78/78

baan overview

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