Road Ma Perp Brochure

Roadmap ERP Overall Business Process for MSME
Customer
Signs open PO /
Rate Contract
Signs PO
Amendment
Customer Places
Monthly Schedule
for the FG
Receives RFQ &

Sends Quote
Receives Open PO
for the Prices
Request for Price

Revision
Register Open PO
Amendment
Receives Schedule
Receives RFQ &

Sends Quote
Receives Open PO
for the Process Rates
Request for Price

Revision
Register PO
Amendment
Receive Subcontract
Order & Material
Prepares Sales
Forecast for make
to Stock Item
Identies Opportunity
for the Product
If
feasibility Study
Required
Register feasibility
Study
If feasible
Receives Material
DC & Invoice
Supplier receives
the Payment
Receive RFQ
and sends Quote
Sends Material,
DC & Invoice
Receives PO
Sends Payment
Supplier
Sub-Contractor
Sends Processed
Material along with
DC & Invoice
No
No
Marketing
Yes
Send Regret Letter

to Customer
No
Register open sales

Order for the FG
Prices
Request Price
Revision
Register Open SO
Amendment
Request Quote for

the Item
Compares the Quote

& places Open PO
Send Order
Amendment after
approval
If Costing
Required
Yes
Prepares Packing
List based on
sch. & FG available
Register Sales
Order
Register Customer
Schedule
Commercial Department
Receives Supplier Schedule
Request & converts into
Supplier Sch. Order
Prepares Standard
Invoice
RFQ/
PO
Purchase
Request
Purchase Department
Sub-Contracting Department
If Quote
accepted
Prepare Quote &

Send it to Customer
Prepare Costing
Sheet
Yes
Receives Quote enter details

& prepare comparison chart
Sends RFQ
to Supplier
RFQ
PO
Request Item Quote

for the Item Processes
Compares Quote
& Places Open PO
Send Order
Amendment after
approval
Consolidate demand
from Sales Order,
Customer Schedule
Sales Forecast
Run MRP & releases

planned Order
Material Type
Production
Order
Detail Product
Process
Places Purchase Order
Converts the process into

subcontract order & generate
the issuance to the stores
Purchase
Planning Department
Purchase
Purchase/
Supplier Schedule
Sup. Sch.
Outside
Manufacture
Loop Process
1....n
Inside / Outside
Inside
Material Request
to Stores
Material Receipts
Process Completion
Accepted
QC
Shop Floor
Is Last Process
Rejected
Yes
Rework Completion
Repair
No
Material Inward
Gate Entry
Prepare GRN
Forward GRN to
Quality
Receives Accepted
/ Rejected Goods
Receives FG/
Sub Assembly
Material Issuance
Stores/ FG
Quality Control
Receives Mat. along

with the Inspection
Request
Prepares Inspection Doc.

enters Accepted/Rejected
Qty & forward to stores
Register Bill, deducts

TDS / ESI
Prepares Debit Memo

for Rejection/Excess
Qty & deviation Invoice
Accounts Payable
Cash Management
Payables
1. Advance Payment
Request against PO
2. Pending Payable Due
3. Payment for Expenses
4. Statutory Due Payment
5. Processed Payroll
Receives the Invoice from

Registers Debit Memo/

Invoice from the Customer
for the Sales Return
1. Receivable Due
2. Advance Receivables
against SO/PI
Process Bank/Cash
Receipt Voucher
Accounts Receivable
Cash Management
Receivables
Approves the prole
HR Manager
HR Department
Employee
Payroll Department
Prepare Bank/Cash
Payment Voucher
Receives loan
application & approves/
rejects the application
Open NCR for all

Rejection
Prepare the payroll considering

Employee salary & allowance
adjust le, leave le,
overtime le, later arrivals
Approves the
leave request
Verify the payroll
Close NCR
Gauges Entry with

Calibration due
details
If
Calibration
due
Create Calibration
record &
update details
Register Study
details for the
Gauges
If
Study Due
Create Study
Record & update
details
Send Payment adv.

along with cheque/
RTGS details
Prepare Cheque /
RTGS Payment
Sends the Receipt to

the customer
Approved
Yes
1.Register new employee personal detail, dependent details, bank A/c details,
statutory doc., education, experience and skill details & Create prole and enter
salary, grade, allowance details and forward for approval.
2.Prepare employee prole changes for annual merit, increase, contract, renewal,
promotion, compensation benet changes, transfer etc and forward for approval.
3.Enter employee resignation, termination details and create prole.
Employee submits
leave request through
system
Update NCR
Details department
wise
Converts the leave

request into leave entry
Process leave
encashment request
Re-Prepare
No
Late entry/
Permission entry
Register Loan request

and forwards for approval
Submits leave
encashment request
If
Payroll is ok
Post the leave entry
Yes
Process the payroll
Upload emp. attendance

details from the time
attendance machine
Run program to
determine employee leave
entry, late and overtime
Prepares loan document,

enter the disbursement
and deduction details &
process the document
Cheque/ RTGS
Pay
option
Payroll
Loan payment entry

in payroll record
Payroll adjustment
records for the deduction
Roadmap ERP Modules
Modules Coverage
5 USERS
10 USERS
above 10 USERS
Financials
General Ledger
Accounts Payable
Accounts Receivable
Cash Management
Taxation
Fixed Assets
Sales & Distribution and Quality Control

Inventory Control
Purchase Order
Subcontracting
Gate Entry Management
Transportation
Sales Order
Quality Control
Planning & Manufacturing

Routing
Bill of Materials
Demand Management
Master Production Schedule
Material Requirement Planning
Manufacturing Resource Planning
Shop Floor
Manufacturing Schedule
HR & Payroll
HR-Planning
HR-Recruitment
HR-Employee Portfolio
HR-Orientation
HR-Training & Development
On Request
HR-Performance Appraisal
HR-Leave & Time Management
HR-Medical
HR-Loan Management
HR-Business Trip
HR-Ticketing
HR-Government Relations
Payroll Management
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
Customer Relationship Management

Marketing
Customer Support
Cost Management
Process Costing (Full Absorption / Standard Method)
Operational Costing (Full Absorption / Standard Method)
Job Order Costing
Batch Costing
Activity Based Costing (ABC)
On Request
Contract Costing
On Request
On Request
On Request
On Request
On Request
Budgeting
Static Budgeting
Flexible Budgeting
Rolling Budgeting
On Request
On Request
On Request
Other Modules
Plant Maintenance
On Request
Engineering (R & D)
On Request
Project Management
Fleet Management
Cane Management
On Request
Work Flow
On Request
On Request
CONTENTS
About Roadmap
Perfect Fit for MSME
Roadmap - ERP Architecture
Roadmap - Financials
Roadmap - Customer Relationship Management
Marketing
32
Customer Support
33
Roadmap - Cost Management
General Ledger
Process Costing (Full Absorption / Standard Method)
34
Accounts Payable
Operation Costing (Full Absorption / Standard Method) 35
Accounts Receivable
Process / Operational Costing - Key Features
36
Cash Management
Job Order Costing
37
Taxation
Batch Costing
37
Fixed Assets
38
Contract Costing
39
Roadmap - Sales & Distribution & Quality Control

Inventory Control
10
Roadmap - Budgeting
Purchase Order
11
Static Budgeting
40
Subcontracting
12
Flexible Budgeting
40
13
Rolling Budgeting
41
Roadmap - Supporting Modules
Transportation
14
Sales Order
15
Plant Maintenance
42
Quality Control
16
Engineering (R & D)
43
Project Management
44
Roadmap - Planning & Manufacturing
Roadmap - Other Modules
Routing
17
Bill of Materials
17
Cane Management
45
Demand Management
18
Fleet Management
46
18
Workflow Management
Reports
Client Testimonials
47
19
20
Shop Floor
21
22
48
51
Roadmap - HR & Payroll Management

HR-Planning
23
HR-Recruitment
24
25
HR-Orientation
26
HR-Training & Development
26
27
28
HR-Loan Management
28
HR-Business Trip
29
HR-Ticketing
29
HR-Medical
30
HR-Government Relations
30
Payroll Management
31
Integrate Innovate Succeed
visit us www.roadmapit.com
About Roadmap
Roadmap IT Solutions Private Limited is one of the fastest growing IT companies in India managed by team of highly qualified and
future visionary professionals having more than 3 decades of experience in various industry sectors both in India and overseas,
delivering cost effective business solutions by employing domain knowledge, applicable technologies and best practices. Roadmap
is an ISO 9001:2000 certified company.
As experts in ERP solutions and software development, Roadmap facilitates the customers increase their business values through
business process integration, transformation, cost reduction and process re-engineering. Roadmap offers Ready Fit world class
ERP System suitable for all kinds of industries like Electronics, Iron & Steel, Metal products, Cable, Paper, Building materials,
Chemicals, Textiles, Sugars, Ceramic, Agriculture, Automotive, Apparels & Footwear, Logistics Services, Pharmaceuticals,
Engineering & Constructions and service oriented industries.
It also provides consultancy and learning services in the areas of Information Security Management System, IT Service
Management, Business Continuity, Oracle DBA Support Services and Content Management.
Roadmap adopts proven practices & methodologies in all stages, right from requirement definition to final handover. We, at
Roadmap, continuously strive for excellence in all our operations and distinguish ourselves from competitors through quality
products, dedicated service, quick response to the clients' needs, domain expertise, methodology employed, affordability and
flexibility in working with the clients.
Roadmap follows a very rigorous recruitment process to bring in and nurture talented individuals. They are always encouraged to be
partners in the business for growth. Roadmap employees are well equipped to handle any type of projects and are trained
continuously on the latest technologies to expand their knowledge to offer effective solutions to the clients.
Roadmap is committed to go beyond the expectations of the clients by offering outstanding products, services and adding values.
Roadmap is associated with many reputed companies in offering right and appropriate business solutions to take their business
forward to the future. Exceptional functional and technical expertise coupled with extensive industry knowledge makes Roadmap IT
Solutions, an ideal choice for companies to rely upon.
OUR MOTTO:
GO BEYOND CUSTOMER EXPECTATIONS
A problem
solution tour now begins
Perfect Fit for MSME

Roadmap ERP software is a fully integrated business solution for Micro Small and Medium Enterprise that gives a complete control
over the planning and management of all facets of operations. With real time and easy access to information, business can adapt to
rapidly changing circumstances, react quickly to customer demands, and reduce operating costs through streamlined processes
and workow automation.
COSTS
MSMEs can start with minimum 5 user license pack and later can increase the number of license as required. With Roadmap proven
implementation methodology and Industry specic best practices makes possible to cut down the implementation costs as well to the
bare minimal level.
TIME
With Roadmap proven implementation plan and approach towards implementation of ERP Solutions to MSMEs reduces the overall
implementation time, there by cutting down the implementation costs. Right from the Business Process Study Stage to Go-Live
Stage through Congure/Customize, Training, Cut-Over, Roadmap has streamlined the processes so that the implementation is
effortless and simple for both client as well as the implementation teams.
PEOPLE
Roadmap ERP's pre-congured solutions for MSMEs allows organizations to align with their business processes, so that the solution
can be implemented with ease. With Roadmap user friendly system and step by step implementation approach, makes the
implementation easier for the core people and thereby getting effective involvement of the people. Due to simplicity and user
friendliness of Roadmap ERP Solutions, It makes it easier for a novice user to play upon.
USER TRAINING
User Training strategies are formulated and accordingly knowledge transfer sessions are planned and executed along with
necessary CBT(Computer Based Tutorials). User at the end of the training period will get a library of CBTs along with necessary
manuals so that any new user can effectively use Roadmap ERP Solution via the self-learning process.
USER FRIENDLINESS
Roadmap ERP system is designed in such a way that only minimal data entry is required at transaction levels, thereby eradicating
human errors. Since the entry is at minimal, Roadmap ERP is very user friendly prompting to punch in only the relevant information
as applicable. Most of the data is captured and internally calculated to get the required management information with accuracy.
BUSINESS PROCESS CONCLUSION

We optimized Roadmap ERP features, functions and options to meet the core business needs and elude usage complexity. This
system would lead to lesser time for training and system knowledge acquisition by enterprise staff and can concentrate more on their
objective.
IT DEPARTMENT AND IT INFRASTRUCTURE

Roadmap ERP System requires a low-end server to run the entire product. Roadmap ERP is a web enabled ERP solutions that is
readily available and can be easily accessed using standard web browsers. This addresses MSME's dependency of IT / EDP
Department or can have a lean IT department and infrastructure. This would save huge IT investment costs of ERP Systems
implementation. Now the total cost of ownership of Roadmap ERP Systems ownership is available to MSME at very lower costs.
BENEFITS
We understand that you stand in midst of tight competition and need greater efciency and productivity to power your organization
ahead of your competitors. We value your time and money invested with us and reciprocates by creating a perfect ERP solution,
which will leverage your organization in following ways:
Provide greater visibility and transparency to enable stake holders to take right decisions at right time.
Replace diverse systems within organization with well lubricated, simple and uniform work ow mechanism.
Standardize global operations and achieve quality benchmarks.
Add value to your organization by infusing industry-specic capabilities.
Improve forecasting and eliminate losses to increase protability
Seamless and Simple Integration of ERP applications helps organization overcome operational, management and
performance challenges in a cost-effective manner.
Roadmap - ERP Architecture

Roadmap ERP software is a fully integrated business solution that gives organization, a complete control over the planning and
management of all facets of the operations including Accounting, Supply Chain, HR & Payroll, Planning, Manufacturing, Marketing
and Customer Support. With real time and easy access to information, business can adapt to rapidly changing circumstances, react
quickly to customer demands, and reduce operating costs through streamlined processes and workow automation.
Financials
Sales & Distribution

Inventory
Control
Accounts Payable
Quality Control
Purchase
Order
Planning & Manufacturing
Cost Management
Inspection
Routing
Bill of Materials
Process Costing
Demand
Management
Shop Floor
Operational Costing
Accounts Receivable
Subcontracting
SPC
Cash Management
Auditing
Taxation
Transportation
Management
MSA
Fixed Assets
Sales Order
Job Order Costing
Batch Costing
Manufacturing Resource
Planning (MRP - II)
Contract Costing
General Ledger
Loan
Management
Ticketing
Marketing
Static Budget
Employee
Portfolio
Leave
Management
Medical
Business
Trip
Performance
Appraisal
Self Service
HR
Intelligence
Payroll
Management
Govt.
Relations
Flexible Budget
Customer Support
Workow Management
Rolling Budget
Activity Management
Notications
Fleet Management
Recruiting
Cane Management
Orientation
Supporting Modules
Project Management
Budgeting
Engineering (R&D)
Planning
Training &
Development
Plant Maintenance
CRM
HR & Payroll
Business Intelligence
Project Plan - Micro Industries

Description
Duration
1.
Requirement Analysis : AS IS Study and documentation
1 Week
2.
Process Mapping : Process Mapping, Master & Cut off data preparation, Forming Training Strategy
1 Week
3.
2 Weeks
4.
Product Training : Training on Roadmap ERP product to the module owners / users, submission of
user manuals
Go-Live & Support : Up all the Roadmap ERP business functions and obsolete the legacy system
3 Weeks
5.
Rollout : Ensure independent handling of the system by the users, train the product backup strategy
1 Week
Pre-Requisite - Micro Industries

Master Data
Supplier Master
Hardware Requirements
Cut Off Data

Stores - Opening Stock
Processor : Intel Xeon E5620

(4 Core, 2.40 GHz, 12MB L3, 80W)
Customer Master
WIP Subcontractor Opening Stock
Class & Subclass

Item Master
Process Master
Pending PO's
Pending Sales Orders
Pending Production / Subcontracting Orders
Bill of Material
Bill of Resources
Supplier Bill-wise balance

Customer Invoice-wise balance
List of Accounts
(Chart of Accounts)
Cash Book / Bank Book Opening
Employee Master
Employee-wise Leave Opening Balance
Trial Balance
RAM
: 8 GB
Hard Disk : HDD - 500 GB X2 Raid 0 Mirroring (OS Mirroring)

HDD - 600 GB X3 - Raid 5 Mirroring
(DATA Mirroring)
Operating System : Windows / Linux
General Ledger
Roadmap General Ledger helps the organization in managing their operations efciently by providing all nancial reports for quick
decision making & nancial control. General Ledger is integrated with all other modules linking transaction related to customers, supplier,
departments, employees and inventories. This makes all the information available from various locations in one repository.
Business Process Flow
Respective
Department
GRN (Purchase)
GRN (Subcontract)
AP - Bill Booking
AP - Debit / Credit Note
AR Doc / Debit / Credit Note
Sales Invoice
Bank Payment / Receipt
Cash Payment / Receipt
Payroll
Automatic Posting
Trial Balance &

Ledgers
L
e
d
g
e
r
Financial Statements
P & L A/c
Balance Sheet
Cash Flow Statement
Fund Flow Statement
Ratio Analysis
Budget
Verication
Prepares and
Fixes Budget
Budget
Distribution
Journal
Periodical Posting
Accounting &
Finance Department
Recurring
Journal
General
Journal
On Approval
Business Process Mapping

Supports to maintain multiple business entities, units
(manufacturing / distribution), branches, prot centre, cost centres
etc. based on the expanding business needs in centralized data
repository.
Multi-level chart of accounts and budgetary control.
Module-wise Period Close Control.
Yearly / Periodical Budget Preparation.
Concurrent operations in two consecutive nancial years in parallel
(pseudo year end and year end).
Multiple currencies and automatic handling of nancial / customs
exchange rates.
Different types of GL journals with reversal options;
Application journals created by integrated application modules.
Distribution journals to distribute GL balance from single
account to multiple accounts in determined percentage.
Recurring journals (xed / variable): Offset the prepaid
expenses / accrued revenues.
Manual journals for the adjustments.
Year end journals.
Benets
Monitoring Yearly / Periodical Operating Expenses.
Actual Vs Budget Comparison.
Stock Valuation (Standard Cost, Market price, Moving/
Weighted Average Cost, LIFO, FIFO).
Trial Balance, P & L, Balance Sheet, Fund Flow Statement,
Cash Flow Statement, Ratio Analysis.
Generation of Financial Statement SCH-VI / Revised SCH-VI ;
(1) Up to Period (2) Quarterly (3) Monthly.
Run Pseudo Year End / Year End.
Accounts Payable
Keeping the organization in good standing with the suppliers, Roadmap Accounts Payable automates many events like system generated
payments schedule, selective payments and post-dated cheques as per the predened policies with online approval for prompt payments.
Features are available to enter debit note / credit note in dual mode, cancellations, adjustments and prepaid expenses by having total
control over payables.

Receives PO /
Subcontract / Schedule &
acknowledges
Supplier
Purchase/Subcontracting
Department
Gate
Stores
Quality Control
Sends Material,
DC & Invoice
Receives cheque
RTGS along with
Payment advice
Prepares and sends

Purchase / Subcontract
order / Supplier Schedule
Enter Inward
Details
Converts the gate entry

into GRN and enter
actual goods receipt details
Forwards Material & DC to

quality for Quality
Inspection
Stores receives quality

completed materials &
forward bill to nance
Receives the material and enters

the accepted & rejected details,
QI details and forwards to stores
Supplier Statement
Register the bill & apply
the required TDS, ESI,
Deduction
Return the rejected / excess

material & send Debit Note /
Invoice to Supplier
Accounts Payable
Department
AP Aging
Input to the Tax
Statutory
Pending Payable Due
Cash Management Payable
Advance payment
request against PO/PI
Prepare cheque / RTGS

Payment
Prepare Cash / Bank

Payment Voucher
Send Payment
advice along with
cheque RTGS details
Statutory Due
Payment

Multiple GRNs to single invoice / single GRN to multiple invoices.
Supplier Bill Registration (1) Purchase GRN / with waived quantity
handling options (2) Subcontracting GRN (3) Landed Cost / with
provision Vs actual handling (4) Expenses with deduction option of
(i) TDS (ii) ESI.
Supplier bill registration for various service tax categories with
Recoverable / Non Recoverable options.
Milestone based due date / amount calculation.
Multi-bill expenses.
Easy to generate debit note / invoice for the purchase rejection
returns, quantity / price / discount / tax / charges deviation, excess
quantity receipt return, subcontracting Primary & Secondary
Rejection W / WO material.
Supplier bills, credit note / payments, debit note adjustments.
Debit Note-Expenses / Revenue, Adjustment (Supplier / Customer /
Employee).
Credit NoteExpenses/ Revenue, Adjustment (Supplier / Customer
/ Employee).
Handling (1) Exchange Rate Variances (2) Round Off Variances.
Generating Supplier statements, supplier outstanding, credit

note and debit note.
AP aging analysis at the summary and detailed level(Activity
date / Due date based).
Benets
AP Aging Analysis.
Tracking unbilled GRN for Purchase / Subcontracting /
Landed Cost.
Generation of Supplier Statements.
Tracking returnable (1) Purchase Rejection items (2)
Purchase excess receipts (3) Subcontract - Primary rejection
items (4) Subcontract Secondary rejection items.
Tracking supplier (1) Outstanding bills (2) Unadjusted bills.
Tracking supplier balances currency-wise for (1) Advance
(2)Payables.
Tracking Supplier Settlements (1) Payment against invoices
(2) Invoices against payments.
Generating bill registers (1) Bill-wise (2) Item-wise.
Accounts Receivable
Roadmap Accounts Receivable facilitates collection planning and automatic schedules along with collection history to track and analyse
the customers. It is possible to handle automatic offsets and analyse sales performance with receivables tracking for each salesperson,
sales territory, including commissions, commissioned sales, non-commissioned sales, and cost of sales information with multi currency
support and full control over the receivables process.

Sends PO /
Subcontract / Schedule
Receives the Material,

DC & Invoice
Customer return the

rejected material along
with Debit Note
Makes the Payment
Receives Payment
Receipt
Customer
Register Sales Order /

Customer Schedule
Input to the Statutory

Department
Prepares Packing List,

DC & Invoice
Commercial
Runs MRP & Plans

Purchase & Production
Planning Department
Manufactures the products

& replenish the stock
Production
Receivable Due
AR Document
Registers Sales Return

and raise Debit Note / Invoice
Accounts Receivable
Department
Cash Management Receivable
1.Pending Receivables
2. Adv. Receipt against
SO/ PI
Prepares Cash / Bank

Receipt Voucher
Customer Statement
AR Aging
Input to the Tax
Statutory
Send Payment Receipt

to Customer

Maintenance of 6 types of ledger for each customer and make
necessary adjustments (1) AR (2) Advance (3) PBG (4) SD
(5) Retention (6) EMD.
Invoice Registration (Sales Invoicing).
Debit Note - (1) Distribution (Expenses) (2) Adjustment (Supplier /
Customer).
Credit Note - (1) Sales Return (2) Distribution (Expenses)
(3) Credit Note - Adjustment (Supplier / Customer).
Milestone based due date / amount calculation.
Provision to update receipt date and calculation of aging based on
receipt date.
Handling Exchange Rate Variances.
Customer Invoices, Debit note, Credit note, Payment Receipts
adjustments.
Non-Performing Assets.
Dunning Letter.
Benets
AR Aging Analysis Summary & Details - (1) Foreign Currency
(2) Functional Currency.
Milestone based due date & due amount calculation
(1) Invoice Date (2) Customer Receipt Date (3) Customer
material consumption date.
AR Aging Analysis (1) Area (2) Territory (3) Sub-Territory
(4) Country (5) Customer (6) Currency-wise.
Receivable Analysis.
Cash Management
Roadmap Cash Management system provides timely processing of payments / receipts against invoices or any other advices through
cheque / DD / Bank Transfers / cash and allows reconciling bank accounts with nancial accounts quickly and easily. Miscellaneous
transactions such as Bank charges, Interest and Loan instalments are also processed appropriately.
Supplier/ Customer
Accounts Payable
Department
Commercial/ Accounts
Receivable Department
Payroll Department
Cash Management Payable
Cash Management Receivable
Supplier sends the material

along with DC & Invoice
against the PO
Supplier receives the

Payment
Registers bills against GRN

Purchase, GRN, Sub
contracting & Expenses
Registers Debit Note/

Invoice for the Purchase
Rejection, excess quantity &
deviation Invoice
Prepares all kind of

Sales Invoices
Registers Debit Note/

Invoice from the customer
Customer makes the

Payment
Receives Payment
Receipt
Registers Sales Order &

species advance to be
received
Process Payroll &

determine Salary
Payable
1. Payable Due
2. Statutory due records TDS,ESI,
Service Tax, Excise, VAT etc.
3. Advance Payment
4. Payment for Expenses
5. Processed Payroll
1.Receivable Due
2. Advance Receipts
against SO/ PI
Prepares Bank / Cash

Payment Voucher
Prepares cheque / does

RTGS transfer
Prepares Bank/ Cash

Receipt Voucher against
Receivable Due/
Advance Receipt
Send cheque/ RTGS

details along with
payment advice
Send Payment Receipt

to Customer

Multiple bank accounts with different currencies of operation.
Multiple petty cash accounts and supports payment / receipt to /
from customer, suppliers, employees and transfer to other petty
cash.
Preparation of payment voucher and payment through cheque /
cash / DD / bank transfer.
Cash ow estimation.
Bank Transactions
Payment for (1) Supplier bills (2) Expenses (3) Processed Payroll
(4) Employee Payables (5) Tax Authorities (6) Bill of Exchange
Miscellaneous Payment to (1) Supplier (2) Customer
(3) Employee (4) Cash (5) Imprest.
Advance payment against (1) Purchase Order (2) Proforma
Invoice.
Issuance of post dated cheque and auto posting.
Receipt against (1) Customer Invoices (2) Revenue
Miscellaneous Receipts from (1) Supplier (2) Customer
Advance receipt against (1) Sales Orders (2) Proforma Invoice.
Cash receipt from multiple customers and single deposit.
Foreign receipts bank advice entry (Charges at offshore, Local
Handling).
Receipt of post dated cheque and auto posting.
Multi currency receipts from customer.
Bank Charges entry.
Earnings entry.
Fund transfer entry between bank accounts.
Bank Interest calculation.
Clear / Void Payment / Receipt documents.
Load the bank statements(text le) and clear the matched

documents.
Bank Reconciliation.
Cash Transactions
Payment for (1) Supplier bills (2) Expenses (3) Processed
Payroll (4) Employee Payables (5) Tax Authorities .
Miscellaneous Payment to (1) Supplier (2) Customer
Advance payment against PO.
Receipt against (1) Customer Invoices (2) Revenue.
Miscellaneous Receipt from (1) Supplier (2) Customer
Advance cash receipt from customer.
Petty Cash Reversal / Cancel.
Cash Forecasting
Generation of Cash Forecasting and comparing with actual.
Actual Cash Inow / outow analysis.
Supplier / Customer Document Adjustment.
Tracking un-cleared cheques issued and received.
Bank book, cash book and bank reconciliation statement.
Benets
Cash Forecasting Analysis .
Cash Outow : AP Bills, Purchase Request, Purchase Order,
GRN, Payroll.
Cash Inow : Sales Invoices, Sales Order.
Actual cash inow / outow Analysis.
Bank Interest calculation.
Tracking un-cleared cheques Issued / Receipts.
Tracking post dated cheques Issued / Receipts.
Taxation
Taxation, both direct and indirect is an integral part of any organization. It species methods & procedures for valuations and tax
calculations. Any changes done by the Government in the taxation structure such as computation logic and slab can be easily
implemented in the system through congurable formula based calculation methodology.

Book the supplier bills
with all Tax details like
ED, VAT, CST, Service Tax, TDS,
C-Form, H-Form, ESI etc.
Accounts Payable
Prepares Invoice / Debit Note

for all the Purchase Returns
with all Tax details such as
ED, VAT, CST, Service Tax, TDS,
C-Form, H-Form, ESI etc.
Prepares invoices with all tax details
ED, VAT, CST, Service Tax, TCS,
C-Form, H-Form etc.
Statutory Department
Prepares Invoice / Credit Memo /

Debit Memo / Receipt from
the customer with all tax details
such as ED,VAT, Service Tax etc.
Issues / Receive the pending

C, H, E1, E2 Forms and
update in the system
Generates following Tax Registers periodically:

1. Excise Register - RG-23A, RG-23C, RG1, ER 1 & ER6
2. VAT Annexure - (I, IA, II, III, IV, Export IV Import)
3. Service Tax -Payable Register,Credit availed Register
4. TDS Register
5. C-Form Issuance Register
6. C-Form Receipt Register
7. H-Form Issuance Register
8. H-Form Receipt Register
9. E1 -Form Register
10.E2 -Form Register

Tax sets with different combination of charges, taxes, third party
commission, discounts etc. Each component can be built with
formulae.
Maintain tax tariffs with different slabs for different periods and
system automatically calculates the taxes with the effective period.
Tracking of taxes to be paid to Government bodies on periodical /
yearly basis.
Capturing recoverable, non-recoverable taxes from the bill booking.
Provision to adjust Excise Duty Payable against RG-23A, RG-23C,
PLA and Service Tax.
Benets
Built-in statutory reports
C Form Issuance / Receipts.
H Form Issuance / Receipts.
E1 Form Issuance / Receipts.
E2 Form Issuance / Receipts.
RG 23A Part I & II.
RG 23C Part I & II.
RG1.
ER 1.
Annexure 19.
Annexure 63.
Update Ship Order Date.
VAT Annexure I, IA, II, III, IV Export, IV Import.
TDS / TCS Register.
ESI Register.
Service Tax Payable.
Service Tax Availed Register.
Fixed Assets
Roadmap Fixed Asset Management, it is easy to handle complete cycle of xed asset management. User can simply track the assets
details by group, category, location, responsible department, sharing departments and assets usage history. Supports two depreciation
methods (nancial & non-nancial) and comes with features such as cost addition, revaluation, expiration and disposal of assets. Each
asset has an asset ID listing historical transactions for easy traceability.

Receive Purchase
Order
Send material along

with DC & Invoice
Supplier
Purchasing
Requesting
Department
Convert Purchase
Request into
Purchase Order
Create Purchase Request
for Fixed Asset and
get approval
Convert the GRN into

Fixed Asset
Receive the material
If
Asset
expires
Periodical
Depreciation
Retire the
Asset
Accounting &
Finance
If Assets become
obsolete
Yes
If
need to be
scrap/
sold
Terminate
the Asset
Scrap the Asset
Scrap
Sales
Raise Sales Invoice for

the Fixed Asset

Convert the GRN entry into Fixed Asset record.
Register the Fixed Asset details and depreciate as per (1) Companies Act (2) IT Act.
Supports two types of depreciation methods (1) Straight Line (2) WDV.
Depreciation / Amortization / Depletion.
Fixed assets sharing by multiple departments with the share percentage.
Automatic apportion of the depreciated value among the shared department.
Fixed assets activities includes :
Asset Registration, Periodical depreciation, Cost addition.
Asset revaluation and extension of assets life.
Retirement, Termination.
Selling retired / terminated assets to customer / supplier / employee or scrapping the Fixed Asset.
Convert the capital WIP into Fixed Assets.
System generated GL journals for all xed assets transaction.
Benets
Easy generation of xed assets register.
Tracking of the following xed asset information by department, group, location etc.
Assets, purchase cost, salvage value, depreciation value.
Net asset value, periodical depreciation value, sharing departments.
Retired assets, terminated assets.
Periodical value of opening balance, addition, retirement, termination, net asset value etc.
Tracking forecasted depreciation amount for the period / year.
Compare Yearly / Periodical depreciation expenses.
Roadmap - Sales & Distribution and Quality Control
Inventory Control
Roadmap Inventory Control facilitates managing the inventory effectively in the organization with suitable control mechanisms resulting in
reduction of inventory related cost. It has feature like tracking obsolete inventory, fast, slow, non-moving items, ABC Analysis, Trend
Analysis etc., which will enable the organization to maximize inventory turns, eliminate shortages and excess inventory investment.

Supplier
Receives Purchase
Order
Sends material
along with DC & Invoice
Purchase Request
Generate
Purchase Order
Purchase
Planning
Gate
Runs MRP, generates

and approves
Purchase Request
Enter material
inward details
Enter Accepted/ Rejected,
QI details
Quality
Quality Control
Convert the Gate Entry

into GRN & forward it to QC
for Quality Inspection
Receive QC completed
material
Receives approved
material request &
Issue Material
Stock Count
enters
Compare
System Vs Physical
Update
Stock
Inventory Plan
ROL / Min-Max
Planning
Stores/ FG WH
Shop Floor
SFG/ Assy
FG Receipt
Material
Receipts
Raises material request for

production order
SFG/ Assembly
FG Completion
Material Return
Material Request for

the subcontracting Order
SFG Assembly
FG Completion
Material Return
Material Request
Material Return
Material Request
against WO
Material Return
Subcontractor
Department
Maintenance

Denition of multiple item types, classes, subclasses, groups,
subgroups and assign the items.
Multiple UOM and conversion factors at item and UOM level.
Active, inactive and obsolete statuses for the items.
Dene multiple type of warehouses (1) Standard (2) Rejection
(3) Excess (4) Subcontractor (5) Customer (6) Rework etc.
Supports to maintain bins in the warehouses.
System generated Purchase Request / Production Order/ Material
Request automatically when stock reaches Re-order level/
Minimum level.
User access level warehouse-wise item / sub-class / class for
purchase / material request.
Material consumption - approval & budget control.
Material Request (1) WIP(Production Order) (2) Subcontractor
(Subcontract order) (3) Department (4) Warehouse and approval.
System generated MIV for available stock against the Material
Requests and MIV Posting.
Material Return (1) WIP (Production Order) (2) Subcontractor
(Subcontract order) (3) Department (4) Warehouse and approval.
Inventory costing methods (1)Weighted Average Cost
(2) LIFO (3) FIFO.
Stock count comparison during different period / year without
freezing the warehouse operation.
10
Material transactions controlled by material management.

Benets
Tracking pending material requests .
Efcient inventory planning and control (1) Reorder level
Planning (2) Min / Max Planning (3) MRP Planning.
Tracking different type of items stock such as (1) Raw material
(2) Consumable (3) Packing Material (4) Semi-nished goods
(5) Finished goods (6) Spare parts (7) Assembly etc at
inspection warehouse, Rejection warehouse, WIP, FG,
Subcontractor etc.
Tracking rejected and scrap materials.
Material Consumption Analysis Department-wise,class-wise.
Current stock Analysis (Qty & Value) WH-wise, class-wise.
Periodical Stock on hand Analysis (Qty & Value ) WH-wise,
class-wise.
ABC analysis based on individual item value/ consumption
value.
Fast Slow Non (FSN) moving item analysis.
Physical Stock Count Stock Shortage / Overage Analysis.
Tracking expired items (lot number and qty).
Purchase Order
Roadmap Purchase System automates procurement functions starting from purchase request, RFQ, quotation, comparative statements,
purchase order and appropriate authorization control at all levels as per the HR hierarchy. The Landed Cost capability enables the
organization to calculate all costs. It monitors supplier performance periodically. It is also linked with Accounts Payable, Inventory, Material
Requirement Planning (MRP) modules to have a comprehensive system that optimizes timely purchases with the dynamics of inventory
control.

Receives RFQ
Receives Purchase
Order / Supplier
Schedule
Prepares and sends

quote against RFQ
Supplier
Planning Department
Supplier sends
material along with
DC & Invoice
Supplier receives
rejected material
Prepare Purchase Request /

Supplier Schedule Request
based on MRP
Supplier Schedule
Receive Approved
Purchase / Supplier
Schedule Request
Purchase
/ Supplier
Schedule
Purchase
RFQ/
PO
Purchase Department
Place Purchase Order /

Supplier Schedule
PO
RFQ
Generate RFQ and

send it to Supplier
Stores
Gate Entry
Quality
Automatic creation of
purchase request
based on the Reorder /
Min / Max planning
Creates GRN manually

or convert the Gate
entry into GRN & sends to
QC for QI
Receives the Accepted /

Rejected material
Inspects the materials

enter observation,accepted
& rejected qty
Forwards accepted /
rejected material to stores
Receives quote, enter

details and prepare
comparison chart
Forwards the invoice to

Finance Department
Enter the Material

Inward, DC &
Invoice details
Receives the material
along with Inspection
Request
Quality Control
Registers the bill

against GRN
Accounts Payable
Prepares Debt Memo / Invoice

and return the rejected /
excess material along with
Invoice / Debit Memo

Approved suppliers for the items, share of business, contract prices/
catalog prices / standard / user dened prices .
Purchase request for stocked / non-stocked with detailed schedule
of qty and date with/ without RFQ.
Purchase Request Cancellation / Close Short.
Supplier Schedule Request and Approval.
PR / PO approval authorization and budget validation.
Single/multiple RFQ generation from single / multiple purchase
requests.
Supplier quote price entry and price comparison.
Conversion of single quotation to single / multiple PO's.
Conversion of single / multiple purchase requests to single / multiple
PO's.
Conversion of Supplier Schedule Request into Supplier Schedule
Order.
Supplier's credit limit alert.
PO amendments, PO cancel / close short.
Supports PO to receipt qty tolerance%, early / late day's tolerance
and partial shipment allowed option.
Conversion of Gate Entry into Goods Receipt Note.
Multiple GRN for single PO / supplier schedule order and single
GRN for multiple PO's/supplier schedule order.
11
Handling excess quantity and waived quantity receipts.

Register landed cost and apportion it to single / multiple
GRN based on value / weight.
Rework and accept the purchase rejection.
Single / multiple purchase return for single / multiple GRN
rejected quantity.
Raising Debit note / invoice for the purchase rejection.
return / excess quantity receipt return w/wo GRN reference
and w/wo goods / QPD variance.
Benets
Tracking Purchase Request / RFQ / Quotation / Order/
Planned Material receipts at any instances.
Tracking Pending Purchase Request ( Order Conversion).
Tracking Pending Purchase Order by Supplier / Buyer /
Item.
Summary and Comparison of purchases yearly/ periodically.
Comparison for budgeted vs actual purchases.
Supplier Performance Rating.
Tracking pending purchase request / purchase orders /
short close purchase orders.
Amended purchase order excess quantity / pre-printed
format.
Periodic purchase receipt / price comparison / purchase
summary.
Subcontracting
Roadmap Subcontracting handles the various processes of subcontracting efciently starting from procurement request to
subcontract, considering Share of Business (SOB), labor contract rates and converting the procurement request into subcontract
order. It also facilitates the receiving of subcontract items and nally registering invoices against the outsourced process.

Receives RFQ for Item
processes and prepares
quotation & forward
to the organisation
Receives sub
contractor order
along with material
& DC
Receives open PO/

Amendment
Process the Material

and sends along
with DC & Invoice
Receives Debit
Memo for the
Primary/ Secondary
rejection item
Subcontractor
Sub Contracting
Department
Planning Department
Prepares RFQ for item

process and forward to
sub contractor
Stores
Quality
Quality Control
List of pending outside

processes
Convert into sub contractor

order & approves
Prepares production order

and copies the processes
from product routing
Material request &

allocation
Gate Entry
Receives quote prepare

open PO/ Amendment
Material Issuance
to subcontractor
with DC
Convert the gate entry

into GRN, generates
material consumption
against DC & forward to
QC Department
Stores department
receives the material,
stock decreased
at subcontractor location
Forward the GRN

details along with
bill to nance
department
Enter the material inward details in 7 categories

1. Processed
5. End Bits
2. Unprocessed
6. Cut Samples
3. Declared scrap
7. Partially Processed
4. Scrap
Inspects the material
enter the QI observation,
accepted & rejected details
and sends back to the store
Register the bill

against GRN
Accounts Payable
Prepare Debt Memo / Invoice

and return the Primary /
Secondary rejection item
W/ WO material

Subcontract Labor contract rates for each supplier, item & process.
Subcontract requests with the required BOM Specication.
Conversion of subcontract request into subcontract order with BOM
Specication,which facilities expanding or decreasing the subcontracting process.
Creation of Subcontract orders from Production shop oor process
pending buckets.
Subcontract order for Rework, Value addition etc.
Auto creation of material requests, material issuance and DC for
subcontract orders.
Subcontract Order Close short / Amendment.
Entering Landed Cost and apportioning to single / multiple GRN's.
Subcontract GRN for (1) Processed (2) Unprocessed (SFG)
(3) Supplier Declared Scrap (4) Scrap (4) End bits (5) Unprocessed
(Std) (6) Cut Samples (7) Partially Completed.
Subcontract receipts through Gate Entry option.
System generated material consumption as per BOM and adjusting
against the DC's.
Raising Rework order to repair/ disassemble / scrap the primary /
secondary rejected items.
Raising debit memo for the Primary & Secondary rejection w/wo
material.
12
Benets
Tracking expired Open PO for the item process purchases.
Tracking unprocessed subcontract requests, supplier
schedule requests.
Tracking un-received subcontract order / suppliers
schedules etc.
Tracking pending gate entries for GRN conversions.
Tracking pending GRN lines for quality inspection.
Tracking quality completed pending GRN lines.
Subcontract Analysis : Yearly / Periodical Class wise /
Supplier wise / Buyer wise / Process wise.
Subcontractor Performance rating.
Tracking stock at subcontractors at any instance.
Tracking pending DC with subcontractors.
Tracking pending subcontract orders, requests etc.

Roadmap Gate Entry Management is very user friendly so that the security personnel can be trained to make the entries. Roadmap
Gate Entry Management ensures the perfect control of the gates and seamlessly integrates with Purchase Order / Subcontract
Management.

Receives PO & Sends
the Material
Supplier

along with DC
After processing sends material

along with DC & also
returnables DC material
Subcontractor

along with DC
Sends the Sales Return

material
Receives the Machine/

Tool for external service
After completion of the

process sends the material
along with DC
Customer
Service Provider
Purchase
Department
Subcontracting
Department
Sends PO for the Material
Sends Subcontract Order

along with material
Creates delivery challan

with returnable/ non-returnable
goods
Prepares Sales Invoice
Creates delivery challan

for the returnable /
non-returnable materials
Commercial
Department
Maintenance
Department
Prepares DC for the Machine /

Tools which requires external
maintenance service
Prepares Trip Sheet with DC &

Vehicle details
Transportation
Gate Keeper
Register the following

inward details:
1. Purchase Material
2. Subcontract Material
3. External Service Machine / Tools
4. Sales Return 5. Others
Post the Document
Register visitor In & Out

details, Register
vehicle Out details
Register Outward details

Register all Returnable and Non Returnable inward details such as (1) Vehicle details (2) Material details.
Option to capture the gross weight of incoming vehicle, tare weight while vehicle going out and determine net weight of the goods.
System / manual created returnable / non-returnable DC's from various sources
Consolidate the DC's created from multiple source and generate single / multiple outward entry with vehicle details.
Track the returnable material with aged days.
Visitors Gate Pass.
DC to DC matching / mapping.
13
Transportation
Roadmap Transportation Management helps the organization to efciently manage transportation requirements to and from between;
multiple units/plants within organization, movement of material from supplier / subcontractors, movement of dispatch material via sales to
customers. Organization can use their own vehicles or contract the same to third party carrier suppliers.

Sends quote for
transportation price
Carrier sends bill for the

transportation services
Register the own Vehicles

available for
transportation
Request quote for the rates

different destination, shipment
mode, weights etc.
Prepares transportation
schedule with different carriers/
company own vehicle
Prepare Trip sheet with

different pick from / ship to
location
Carriers
Transportation
Department
Commercial
Department
Purchase/
Subcontract Department
Accounts
Payable Department
Cash Management
Payable
Fixes the prices in the

masters for various carriers
Register the sales orders

with ship to location
and required date details
Register the purchase order /

subcontract order with different
pick from location and
the required date
Register the bill

for the transportation
Makes the payment

against the bills

Dene organization own vehicle details.
Dene different carriers, rates for different transport modes such as Road, Ship, Air, based on the weight, distance etc.
Efcient Transportation Schedule preparation for the material inward / outward (1) Purchase (2) Subcontract (3) Material
Transfer (4) Sales Invoice (5) Others etc. with company.
Trip sheet Preparation with pick and drop details and associating DC's with it.
Register invoices for the transporters from the trip sheets.
Comparison of actual freight collected from customers and paid to the carriers.
Payment to the transporters.
14
Sales Order
Roadmap Sales Order facilitates order entry process by accepting orders manually and through web, validating credit limit, supporting
different pricing and promotional schemes. Sales Order makes possible for the organization to have multiple price catalogues, discount
plans, promotion plans, sales contracts, and standard prices for different type of customers and periods which can be used by invoicing
process. By connecting the sales return with original sales invoices helps the organizations in getting accurate sales return value.

Customer places
Purchase Order
Customer
Planning Department
Shop Floor
Books the sales order

or converts from sales
quotation into sales order /
register customer schedule
Customer returns
rejected material
Prepares Packing list

and Invoice
Customer makes
the Payment
Customer receives
the Payment
Receipt
Register
Sales Return
Runs MRP and determine

purchase and production
requirement
Produces FG as per
planning requirement
Receives Invoice
Accounts Receivable
Cash Management
Customer receives
material, invoice
& DC
Register DN / Invoice
received
Prepares Bank /
Cash receipt
voucher

Multiple pricing contract / catalog /standard /user dened prices for
different periods.
Sales order for multiple items with different delivery schedule and
Bill To / Ship To addresses.
Sales order validation for the customer lead time, available to
promise and promise date determination.
Supports multiple sales unit of measures.
Firm control over credit limit.
Sales Order approval / Close short / Cancel.
Complete sales order picking / partial picking, multiple shipments to
single / multiple invoice.
Generating Pro-forma Invoice for (1) Advance (2) Pre-Dispatch
Receipt and amount receipt against proforma invoice.
Supporting 14 types of sales Invoices (1) Standard (2) Stock
Transfer (3) Stock Transfer 3PL (4) Supplementary (5) Scrap
(6)Labor (7)Service (8)Input Sales (9)Project Invoicing (10) Demo/
Exhibition (11) Fixed Assets (12) Free Replacement (13) Free
Sample (14) Transfer Service Tax.
System calculated tax & charges and different running invoice
numbers.
Sales Return (1) Return W/G (2) Return WO/G (3) Labor (4) Service
(5) Supplementary (6) Others (7) Stock Transfer (8) Demo /
Exhibition (9) Replacement (10) Sample.
15
Benets
Tracking expired / about to expire open SO items.
Track Open SO / Sales Order Amendment History.
Tracking pending customer sch. / Sales Orders / Labor Orders.
Tracking different type of invoices (1) Domestic (2) Export (3) Stock
perfect calculation of taxes and charges.
Easy generation of Sales Registers (1) Invoice-wise (2) Item-wise.
System generated Proforma invoice / picking list / packing slip /
delivery challan.
Track the delivery schedule and follow-up production.
Sales Analysis : Yearly / Periodical / Group-wise / Subgroup- wise /
Customer-wise / item-wise.
Sales Return Analysis : Yearly / Periodical / Group-wise /
Subgroup- wise / Customer-wise / item-wise.
Protability Analysis : Yearly / Periodical / Group-wise / Subgroupwise / Customer-wise / item-wise.
Dispatch : Early / On-time / Late delivery analysis.
Quality Control
The Roadmap QC module identies any deviation from the set quality standard and type of quality related costs the company incurs.
The company can achieve higher quality at lower costs by devoting more resources to quality planning and appraisal thereby reducing
the number of defects produced.
Stores Department
Shop Floor
Purchase, Subcontract,
GRN- Inspection Request
WIP Return, Pre-dispatch
Inspection Request
Accepted/ Rejected
details
Production process
completion, Final product
Inspection Request
Accepted/ Rejected
details
Sales Return Inspection Request
Accepted/ Rejected
details
Commercial
Quality
Complete the inspection

document & forwards back
the material & QC report
to originator
Receives
Inspection Request
Create Inspection document,

enter quality observation,
defect details, accepted,
rejected details
Shop Floor in process

inspection
Enter quality
observation details
Gauges entry,
calibration due details
Is
calibration
due?
Enter calibration
details
Open NCR & enter non

compliance details and
preventive action
can be taken
Enter action
taken details
Close NCR
Quality Department
Register Study details for the

Gauges
If
Study Due
Update next
calibration due date
Create Study Record &

update details

Measurement System Analysis
Bias Study.
Linearity Study.
Stability Study.
R & R Study.
Benets
Tracking pending inspection requests (1)Purchase
(2)Subcontract (3) Shop Floor (4) Sales Return.
Non-Conformance/ Monthly Inspection Status.
Efcient Defect analysis (tracking the defective products by
defect code and reasons).
Pareto analysis on attribute data & quality related variable
charts.
System generated quality related variable charts.
Tracking QC history data.
Tracking Open NCR items.
Tracking calibration gauge due & MSA study due records.
Easy setup of Inspection plans for the Purchase items &

manufactured items.
Standard QC characteristics for the variables and spec for the
Attribute types.
Single, double and multiple sampling.
First Stage Inspection.
Collect and analyze the quality data's at the following inspection
points.
(1) Purchase GRN (2) Subcontract GRN (3) Shop Floor transfer
(4) Stock Inspection (5) Sales Return (6) Material Return from
WIP (7) Material Transfer (8) Service Work Order.
Shop Floor - In Process Inspection.
Inspection Document (1) Register value for Variable & Visual
characteristics (2) Enter defect codes and quantity (3) Register
Accepted, Accepted On Deviation(AOD), Primary & Secondary
Rejection quantities (4) Register defect code and quantity.
Serial number tracking for the defects.
Raising NCR for the Purchase / Subcontract/Shop Floor / Sales
Return Rejections
Parts Per Million (PPM) Analysis.
Statistical Process Control
Process Capability Study.
Process Performance Study.
Pareto Analysis.
Calibration
Gauges.
Calibration Dues.
Calibration.
16
Routing
Routing in Planning & Manufacturing species the sequence of operations carried out in the manufacturing process.
With Roadmap ERP system, this can be automated by dening primary routing and alternate routings for the item. This is also tightly
linked with modules such as Bill of Materials (BOM) and Bill of Resources (BOR). Facilities like lead-time offset percentage will enable to
identify the time required for a process to complete the job/operation of an item and total time can be estimated for each order.

Warehouse
Components /
Material
Item Flow
Components /
Material
Operation - 1
(Resources)
Components /
Material
Operation - 2
(Resources)
Primary
Alternate
Operation - 3
(Resources)
Repetitive Production Line

MIS
Reports
Item
Warehouse
Components /
Material
Process
Dept - 1
Dept - 2
Routing System
Dept - 3
Process Layout

Dene processes, work centres and process sequences to build an repetitive / discrete / ow manufacturing item.
Dene the completion percentage for each process, Inspection Required, Tool Setting approval required, Lot Serial generation
option, Inside/Outside process option, instruction sheet no, drawing number etc.
Supports to have primary and alternate routing for the items.
Alter item routing at any instance.
Bill of Materials
Roadmap BOM is created by specifying the relationships among the various components in a hierarchical structure. BOM is a primary
requirement for planning & manufacturing, subcontracting and supports any number of levels. A Parent Item will have relationships with
one or more component items and same components may be used in many different assemblies within manufacturing. BOM is linked with
MRP and Production / Job Order to compute the material requirements.

Primary
Finished Item
Alternate
Assembly - 2
Assembly - 1
MIS
Reports
Item
Sub Assembly-1
Sub Assembly-2
Component-1
Component-2
BOM System
Warehouses
Component-3
Component-4
Component-5
Component-6
Routing

Dene material required, quantity and its sequence in different
processes, source warehouse, scrap percentage, consumption
required for the manufactured item.
Supports Assemble To Order, Ship To Order items, optional items,
options within option, phantom assemblies etc.
Different UOM for the child items.
Primary and alternate BOM for the items.
Congurable product, with multiple options, dependents etc.
Flexible workday calendar creation.
BOM generation at selective level.
Option to run BOM program for each end item with primary and
several alternate BOM to generate material requirements and
comparison for the following:
Material Requirement Planning.
Production Orders.
View item structure assemblies, subassemblies, components
and raw materials in tree form.
Track Material where used.
Track interchangeable components.
Determine material cost for the end item / assembly and
subassembly and cost comparison for different item.
17
Roadmap-Planning & Manufacturing
Demand Management
The purpose of Demand Management is to determine required quantities and delivery dates for nished products to arrive at future
demand. It is a collaborative process involving internal and external participants. Information from several sources is collected and
organized in order to estimate future demand based on market conditions. Customer requirements are created in sales order
management.
Marketing Department
Commercial Department /
Projects
Enter forecast for the Make to Stock items

both independent / dependent items or generate
forecasts from the historical value
Enter Material
request for the
projects
Enter sales order /

customer schedule
details
Demand Management
Input to MPS / MRP
The total demand

Planning Department
Enter rm / tentative forecast details for

each item.
Consolidate the total demand from sales
forecast, sales order,customer schedule
projects etc.
Demands can be prepared for each unit
separately and acts as input for MRP.
Supports to maintain the demand for rm
and tentative period.
Support to copy the demand from previous

Organizations that make more than one product often have an additional challenge on deciding how much of each product must be
produced. The detailed statement on how much to produce and when to produce, is commonly called, the master production schedule
(MPS). Roadmap MPS explores the nished goods as per the level specied and determines the exact number of required manufactured
items & resources.
Engineering
Dene, Routing,
Bill of Materials,
Bill of Resources
Enter Sales forecast

details
Marketing
Commercial
Enter Sales Order /

Customer Schedule
details
Stores
Enter day to day

transaction of material
receipts and issuances
Purchasing
Create Purchase Order

for PR
Update Production
completion details
Shop Floor
Demand Management
Consolidate the
total demand
Planning
MPS Engine
Run MPS and determine
net material requirements
considering all demand
& supply
Released Planned
Order
Rough Cut
Analysis

Multiple MPS and option to load the demand from sales forecast /
demand schedule / Sales order / disaggregating the plan.
Rough cut capacity analysis with different simulation sets.
Validation for planning time fence, demand time fence and release
time fence.
Easy denition of work-off, holidays, work shifts in the

workday calendar.
Summary of available Vs allocated resources by department.
Order promising / ATP check with multiple scheduling

options such as forward, backward, no forward / no
backward, forward / backward etc.
18
Routing Based
Rate Based

Roadmap MRP accepts MPS / Demand Management as input and explodes the BOM; calculates gross requirements for child items,
compares demand vs supply and determines the net requirements. Information on demand and supply are generated from the integrated
modules such as inventory, purchase / subcontract order, production order etc. Release process, generates necessary documents like
purchase request, subcontract request and production order automatically.
Engineering
Dene, Routing,
Bill of Materials,
Bill of Resources
Enter Sales forecast

details
Marketing
Commercial
Enter Sales Order/

Customer Schedule
details
Enter day to day
transaction of material
receipts and issuances
Stores
Create Purchase Order

Purchasing
Shop Floor
Update Production
completion details
Demand Management
Planning
Consolidate the
total demand
MRP Engine
Run MRP and determine
net material requirement
considering all demand
& supply
Release Planned
Order

Organization can run MRP as and when required from the consolidated Demand Management.
Supports Single Organization / Multi-Organization Planning.
Option to run MRP with primary and alternate BOM to generate material requirements and comparison.
Requirement for end items / assembly / subassembly / components / raw materials.
Gross requirements, Net requirements.
Supply: Purchase Requests, Purchase Orders, Production Orders, Stock.
Demand: Sales Forecast, Sales Orders, Safety Stock, Material Requirements for the pending production /
subcontract orders.
Projected QOH.
Planned order release.
Material Requirements for the pending production / subcontract orders.
Projected QOH.
Planned order release.
System generated purchase orders as per Share Of Business (SOB) for the following type of products:
Purchased items
Manufactured items
Available stock check before issuing the production order
19

Bill Of Resources (BOR) denes the resource requirements to produce the items. BOR can be setup for each item by dening the resource
groups required in each process and number of hours required for single unit or number of units per hour, which can later be used to
compute the required resource hours for the MPS / MRP / Production order quantities. Since Roadmap MRP-II is linked with Roadmap
MPS, MRP and Shop Floor Control, it is easy to do the Rough Cut Capacity Planning (RCCP) and Capacity Requirement Planning (CRP).

Demand Management consolidate
the total demand from
1. Sales Forecast
2. Sales Order
3. Project
Determine resource
required for the planned
order release qty
Run MPS
Run MRP
Planning
Department
Shop Floor
Plant
Maintenance
Capacity requirement
Planning
Rough cut capacity

analysis
Compare Resource required

Vs Resource availability
Compare Resource required

Vs Resource availability
Updates available
capacity
Update Resource
available details
Enter preventive
maintenance schedule

Track the resources availability by departments / shifts/ process.
Resources sharing among the departments.
Easy to dene the resource groups, resources and bill of resources for the item.
Flexibility for addition or deletion of resources with start and end date.
Determination of resource requirements for the following:
Master Production Schedule.
Material Requirement Planning.
Production Order.
Rough-cut capacity planning.
Routing Based.
Rate Based.
Capacity Requirement Planning.
20
Shop Floor
Roadmap Shop Floor Control (SFC) efciently tracks the production / job order. The SFC module is designed with the detailed
management of activities and the ow of materials inside the plant including the workers, materials, machines and time utilized in
production. SFC determines requirements of raw material, tools and resources for production/job order and generates material request to
the concerned warehouses automatically and keeps track of material movements.
Planning
Runs MRP and

generate production
order
Schedules the
production order processes
Process
1...n

and process
Process
Completion
If
process
inside
outside
Shop Floor
QC
Required ?
Yes
Create Material
Request
Inside
Forward to
QC
No
No
Accepted
Yes
Is Last
Process ?
Yes
Transfer
Subassembly / FG
to FG / SA
No
Stores / FG WH
Quality
Receives material request

and issues material
Convert the Gate Entry

into GRN and
forward to QC
Completes QC
Receives subassembly /
FG from Shop Floor
Completes the QC
Quality Control
Repair
Repair/
Disassemble
Scrap
Disassemble
Increase/ decrease
stock
Rework Centre
Scrap
Subcontractor
Gate Entry
Receives subcontract Order

and materials
Increase scrap stock
Process the material

and sends back to the co.
Enter Inward
details

Supports following manufacturing types:
Discrete manufacturing.
Repetitive Manufacturing.
Process / Flow Manufacturing.
Tracking production orders, material / resource requirement for the production order and statuses.
System generated material requests for the production order processes.
Monitoring day to day manufacturing activities such as resources / material used, scrap etc.
Reporting periodical Work In Progress (WIP) in production line / processes.
Tracking daily production status such as products completed, rejected, rework, scrap transferred, WIP etc.
Back-ush consumption of materials.
Benets
Production Analysis : Daily / Weekly / Monthly / Item-wise.
Productivity / Utilization / Efciency Analysis.
Tracking actual at each production stage.
Idle Time Analysis.
Production Plan Vs Actual Analysis.
21
Scheduling is dened as task assignment and time allocation for the use of resources - such as personnel, equipment and facilities for
production activities or jobs. Many companies establish daily production and work schedules, but with change of customer demands and
with occurrence of other incidents, the scheduling may be revised one or more times during the day.
Roadmap Manufacturing Scheduling effectively allocates the resources for the production order based on the priority or user can
manually schedule the resources usage. Parallel the user has options to reallocate the resources for an alternative production order or
reschedule the production order.

Released Production
order with process details
Planning
Shop Floor
Sequence the production

order based on:
1.Critical Ratio Rule
2.Earliest Due Date
3.Shortest Processing Time
4.Slack Time Remaining Rule
Set priority for the

resource
Load Resource non-available

details based on preventive
Run Schedule program

which will schedule
resources
Make it rm schedules

Track the scheduled orders, scheduled start date, end date, required hours for the process and order.
Support to sequence and schedule the production orders and resources in the following methods:
Critical Ratio Rule.
Earliest Due Date.
Shortest Processing Time.
Slack Time Remaining Rule.
User-dened priority.
Track the resource allocation for the job and allocated date.
Track the resources available hours and allocated hours for the jobs.
Easy to plot the chart to compare the available and required load on daily basis.
Supports scheduling for repetitive, discrete and batch production systems.
Effective tracking of rescheduling activity.
22
Roadmap - HR & Payroll
HR-Planning
Roadmap HR planning gives long range, short range and departmental plan for the manpower requirements. It is an integral part of
corporate planning and budgeting process. The system will check for the available manpower as per the activities mentioned by the user
and nalizes the required manpower to generate the request instantly.
Top
Management
Middle
Management
Long Range Plan/

Objectives
Short Range Plan/

Objectives
Department
Objectives
Department
Manager
Determine required
Activity, Job Titles
Compare Plan Vs
Actual manpower
Generates manpower
request & forward to HR
Receives manpower
request
HR Department
Business Functionality
Dene job titles, positions, organization chart, job description,
standards, qualications, skill sets, specication.
Hierarchy of HR Planning is used for document forward and

approval in Roadmap ERP Modules.
Long term / short term / department plans and objectives.

Plan for manpower and compare with the available.
View employees and their positions as well as vacant

positions, Planned Vs Actual Manpower.
Planned manpower approval Long and short term.
System generated manpower requests.
Manpower requests and approval.
Tree structure view of the hierarchy.
23
HR - Recruitment
Today's demanding contracting and stafng environment requires a human capital management solution that enables rapid and
cost-effective recruiting and stafng. Roadmap HR-Recruitment handles the complete cycle of recruitment starting from manpower
request, advertisement, application receipts, scheduling & conducting different evaluation processes such as employment test, selection
tests, written tests, selection interviews, supervisory interviews, background check, reference check, issuing offer letter and upto
completion of including candidate into employees' master list.
Department
Sends man power request

to HR Department
Candidate submits the

application Online
Candidate
HR Department receives
the application for candidate
and upload it into
Resume Bank
Search
Resume Bank
Resume Bank
Fetch
Suitable
application
No
HR
Department
Dene the test for Batch
If
Qualied
Yes
Employee Test
Written Test
Interview
Reference Check
Background Check
Evaluation
Yes
Create Batch with set of

application for each job
Make Advertisement /
through consultant and
collect CV
Update the status in

Resume Bank
Update Status in
Employee application
Employee Master
No
Business Functionality
Handling of approved manpower requests, forming batches based on the job titles, positions etc.
Automatic matching of selection criteria.
Tracking of manpower request batches, tests, job titles and applicants.
Managing advertisement and preliminary application receipts.
Online job application submission.
Maintaining all details related to applicants (Huge volume of resume bank support).
Formation of multiple question sets based on job titles.
On-line written tests (objective & descriptive).
Scheduling of written test, employment test, medical test, interview, reference check, background check etc.
On-line evaluation, selection interviews, supervisory interviews, realistic job previews.
Track all operations of recruiting.
Issue / track offer letters and contractual agreements.
Online messaging (Alerts).
24
Roadmap HR Portfolio facilitates storing & accessing critical employee records and providing instantaneous retrieval of employee
related information. This information includes the employee prole, career information in the organization such as departments served,
different positions/locations assigned, merit increase, compensation and benets details such as basic salary, xed allowance,
variable allowance, different insurance paid by company, tax deducted from employees, loan etc.

Approves the
prole
HR Manager
Register new employee

personal details, dependent
details, bank A/c details,
statutory document
education experience,
skill details
HR Department
Create prole and enter

salary, grade, allowance
details and forward for
approval
Update employee salary,

department work
location, grade, job, title,
position details
Prepare employee prole

changes for annual merit
increase, contract renewal,
promotion, compensation &
benet changes, transfer etc
and forward for approval
Enter employee resignation,

termination details and
create prole changes

Dene applicable grades, min/max salary and allowances for each
grade.
Supports different types of employments (1) Company (2) Contract
(3) Subcontract (4) Temporary (5) Trainee (6) Apprentice
(7) Consultant.
Enter employee personal details, traits, dependent details,
education qualication, skill sets, experience, contract details,
notice period, etc.
Register proles for new hire, promotion, transfer, compensation
and benets information, miscellaneous changes.
Register statutory details such as ESI, PF, Income-tax, Aadhaar,
and bank account details.
Register memos, warning letter, show cause notices issued to the
employees.
Register the employee resignation, termination details and approval
through workow.
Register employee service award details, various certicates
issued details.
Register and track the employee grievances.
25
Benets
Tracking employees complete details such as Personal,
Career details, compensation & benets details, training
details, dependent details, etc.
Tracking employee proles pending for approval.
Track employee legal documents information (Passport, visa,
driving license, work permit, identity card, medical card,
insurance), validity period and providing necessary alerts.
Track Active / Terminated / Resigned Employee details at any
instance.
Monthly department-wise employee headcount analysis
(Opening Count, Addition, Deduction, Closing Count).
Employee Attrition Rate Analysis.
HR-Orientation
Orientation is the introduction of new employees to the organization, their work units and the job. This is also applicable for the employees
who are transferred, promoted to new environment, etc. With Roadmap HR Orientation, activity sequencing, scheduling and conducting the
orientation programme could be done at ease professionally. It ensures every new employee passes through the programme without fail.
The facility of linking the orientation type with specic employees will ensure the HR department to plan for different orientation programmes
for different categories of employees such as purchaser, machinist, operator, accountant etc.
HR Department
Add newly joined records

and request for orientation
program
Prepare orientation
plan
Organization
Orientation
Department
Orientation
Department

Multiple orientation programs as per different job titles.
Organizational, departmental and job orientations.
Post orientation evaluation and have feedback from participants.
Schedule and monitor complete orientation programs.
HR - Training and Development

Attracting the most qualied employees and matching them to the jobs for which they are best suited is important for the success of any
organization. In an effort to improve morale, productivity and to limit employee attrition rates, the organization effectively use employee
skills, provide training opportunities to enhance their skills and boost employees' satisfaction with their jobs and working conditions.
Roadmap HR Training & Development facilitates the organization in conducting enrichment programs. Since it is possible to nd the cost
involved in the training, the approval based on the nancial budgets and the amount spent per person can be easily traced. The pre and
post evaluation of training will help the organization to rate outcome of the training.

Prepares Annual Training
Program List
Training & Development
Department
Sends Training Program

details
Training Institution
HR Department
Announces the internal/

external training program
details to departments and
request for the participants list
Training
External/
Internal
program
Receive the
applications
External
Sends PO to the
Training Institute
Employee Training
Records
Internal
Department Heads
Receives the Training

program details and sends
the participant list
Appraise the employee for

post training
Employee attends training

program
Employee

Create and maintain organization's master training program.
Maintain external training institutions prole.
Registration of external training programs organized by various training institutions and send notication to the departments.
Conduct employee's pre and post training evaluation.
Efcient handling of employees approved training requests and arranging training program through internal/external training programs.
Employee assessment for the training program pre-requisite skill sets.
Internal/External training requirement.
Training course Registers/Nominations, objectives, evaluations.
Track the employee training history & Monitoring the training cost.
26
Performance appraisal is the process of structured formal interaction between a subordinate and supervisor, that usually takes the form of
a periodic interview (annual or semi-annual), in which the work performance of the subordinate is examined and discussed, with a view to
identifying weaknesses and strengths as well as opportunities for improvement and skills development.
The objectives of performance appraisals include: (1) validating selection and other management or cultural practices (2) helping
employees understand and take responsibility for their performance and (3) making decisions about pay or promotions. Roadmap
HR-Performance Appraisal supports all of the widely practiced performance appraisal systems.
HR Department
Methods :
1. Management by Objective (MBO)
2. Multi Rater Assessment (MRA)
3. Behaviorally Anchored Rating
Scale(BARS)
4. Work Standard Approach
5. Critical Incident Method
6. Check List Method
7. Essay Method
8. Forced Choice Method
9. Ranking Methods
10.Paired Comparison Ranking
Raises Appraisal request

for employees probationary
period, evaluation, merit
increase, contract, renewal etc
Receives lled in
appraisal
Proposes the decision

to HR Manager
Apply changes to
employee le
HR Manager approves the

decision
HR Manager
Employee Self
appraisal
Employee
Employee Supervisor
Supervisor appraises the

employee
Department Manager
appraisal the employee
Department Manager

Appraisal for probationary period, annual merit increase and contract renewal evaluation.
Complete track of appraisal request upto prole changes.
Comparison of employee performance appraisals over a period of time.
Supports (1) BARS method (2) Check List method (3) Critical Incidents method (4) Essay method (5) Forced Choice Rating method
(6) MBO method (7) Ranking method (8) Work standard method (9) Scale Rating method (10) Multi Rater Assessment.
Adopt any method of appraisal to suit any business environment.
Integrated with employee prole management to facilitate reward such as promotion, transfer, salary increase, training requirement
as per HR policies of the organization.
27

Roadmap Leave Management system provides accrual of leave and leave availed by the employees as per HR policy. Automated
processing facilities are provided to manage leave account balances and carry forward situations, with additional functionality allowed
for unused leave to be converted into payments to the employee. Each type of leave is dened as per the HR leave policy and
appropriate control/validations have been implemented.
Employee
Employee
Supervisor/ Manager
HR
Department
Employee submits leave

request through
system
Submits leave
encashment request
Approves the leave

request
Approves the leave

encashment request
Converts the leave

request into leave
entry
Post the leave entry
Upload employee
attendance details from the
time attendance machine
Process leave
encashment request
Late entry
Permission entry
Run program to
determine employee leave
entry, late and overtime

Supports different leave types (1) Accruals (2) Information
(3) LWOP and entitlement criteria.
Register different leave entitlements for each employee.
Supports periodical / yearly leave accruals.
Control over leave carry forward and maximum accumulation.
Paperless leave requests, approval and automatic notication.
Conversion of leave requests into leave entry.
Register employee attendance details, late arrivals, permissions
etc.
Benets
Tracking pending employee leave requests for leave entry.
Leave encashment request and automatic generation of nancial
related documents/ advices.
Summary on leave information.
Integration with time attendance system.
Track employee leave entitlements, transactions and current
balance at any instance.
Integration with time attendance system and determination of
employee worked hours, late arrivals, permission, overtime etc.
HR-Loan Management
Roadmap HR Loan Management allows any organization to effectively and effortlessly congure any policy for availing the loan, the
frequency, the amount of the loan and the recovery. The system takes care of loans made to the employee and is fully integrated to the
nance.
Employee
HR Manager
Registers Loan
request and
forward to approval
Receives loan application

and approves/ rejects the
application
Receives notication that

his application is rejected
Approved
Employee receives the

payment through payroll/
A/c or Receives cheque
No
Yes
Cheque/ RTGS
Prepares loan documents,

enters the disbursement
details & deduction details
Process the
document
Loan payment entry in

payroll record
Payroll adjustment
records for the
deduction
HR Department
Cash Management
Pay
option
Payroll
Prepares payment
voucher and issues cheque/
does RTGS

Dene various types of loans and criteria.
Employee loan request and approval details.
Efcient loan processing as per the company guidelines.
Loan disbursement through employee payables or payroll.

Employee loan register.
Flexible loan amortization schedules.
Employee loan deduction through Payroll.
28
HR - Business Trip
Business trip is one of the main activities performed for the purpose of marketing, selling, procurement and training. Any event of business
trip has to be veried and validated as per the policies procedures and department goals. Roadmap HR Business Trip helps the
organization to plan and execute the business trips with the necessary validations and authentication.
Marketing Department
Prepares business trip

request for the marketing &
gets approval and forwards
to HR
Concerned Department
Prepares business trip

request for the training and
gets approval & forward to
HR
HR Department
Receives approved
business trip request and
forwards copy to accounts
department
Per diem/
Reimbursement
Accounts
Department
Employee
Per diem
Books the required hotel,

airlines tickets
Receives approved bus trip

request & makes the
advance payment
Receives the approved bus

trip request and pays the
perdiem amount
Reimbursement
Employee submits
the expense bill & returns
excess money

Setting up employee entitlements for the business trip.
Register Business trip request for training, sales & marketing,
procurement and approval through work ow.
Two types
Per Diem Per day expenses paid in advance.
Reimbursement post business trip reimbursement process.
Expenses registration, approval and tracking.

Shortfall deductions through Payroll.
Tight control based on eligibility criteria and company policy.
Tracking business trip costs.
HR- Ticketing
Roadmap HR supports the ticketing procedures for the business trips of the employees and their trips on vacation with their dependants. In
nance, both expenses and liabilities are taken care and automated and the nancial implications are also planned in advance.
HR Department
Register the employee

and dependents ticket
route class and other
entitlement details
Periodic ticket
accrual
Receives the ticket request

validates and issues voucher
to travel agent for the employee
and dependents ticket
Raises ticket request

for himself & dependents
Employee
Travel agent receives the ticket

voucher and issues the ticket
to the employee and sends
invoice to the company
Travel Agent

Air ticket entitlement for the employee and dependents for annual vacation/Rest & Recreation leaves.
Periodical/Yearly Accrual of Ticket.
Ticket Issuance Register.
Ticket Encashment which is paid through AP Payables or Payroll.
Tracking ticket current balance for the employees at any instance.
Ticket cost calculations.
29
HR - Medical
The medical benets offered in organization varies according to the grades/Job title. Also it requires strict validations, as it involves
nancial and HR policies. It can be linked with the medical insurances of the respective employee to enable the prompt claim. The
automated allocations ensure error - free medical claims or benets procedures.
Roadmap HR-Medical supports actual expenses reimbursement scheme or hospital contract scheme for the employees. It facilitates
registering the reimbursement invoices/hospital invoices in order to compute liability and expenses. While registering and approving
invoices, system validates all the criteria such as treatment coverage and maximum amount in order to have rigid control over the
medical expenses.

Request for insurance
card
Insurance
Enter Employee and

dependent medical
entitlement records
Insurance/
Hospital contract/
Reimbursement
HR Department
Insurance
Company
Hospital
Contract
Hospital
Contract
Sends ID request for the

treatment
Reimbursement
Issues the insurance card

to employee and
dependents
Sends invoice to the

company for the
premium
Receives the request

and issues identity card
Employee avails the

treatment whenever
required
Hospital sends invoice

to the company
Visits any hospital/ Physician

for the treatment & submits
invoice to the company
Reimbursement
Receives the invoice and

makes payment to
employee
Cashier

Hospital Contract.
Medical Insurance.
Tracking Employee and Dependents medical expenses.
Approval of Medical Expenses.
System generated AP documents for Hospital Contracts
and Employee Payable documents.
Employee and Dependents eligible medical treatment list.

Position based eligibility criteria.
Employee-wise / Dependent-wise / Treatment-wise Budgets.
Supports three types of employee medical schemes.
Medical Reimbursements.
HR - Govt. Relations
Roadmap Government Relations module efciently handles the Government relation activities such as applying new employee iqama,
renewing iqama, sponsorship transfers, exit & exit-re-entry visas, business visas, labor visas etc. HR department can request and
monitor Government relation requests related to the employees. Government Relation department can view approved requests from
various departments and take appropriate action on timely basis.
HR Department
Government Relation
Department
Requests the following to GR:

New IQAMA Request
IQAMA Renewal Request
Sponsorship Transfer
Exit - Reentry Visa Request
Business Visa Request
Labor Visa Request
HR receives and updates the

government relation details
in the concerned employee
HR le
Receives the service request

for the different government
relation service and process
the record updates the
details to HR
30
Efcient handling of labor visas, foreign

employees recruitment requests, agency
authorization and visa stamping activities.
Monitoring available labor visas by
profession and nationality, expiry date,
applying new labor visa and visa status
maintenance.
Efcient handling of the following requests
from various departments and updating the
status:
New Iqama, Iqama renewal.
Exit & Exit-Re-entry visa, Sponsorship
transfer.
Business visa, Labor visa & Family visa.
Roadmap-HR & Payroll
Payroll Management
The automated and integrated Roadmap Payroll helps the HR people to process the payroll with a touch of a button. Also it helps any
department like Finance, Costing, and Production department to fetch and utilize the data for any employee related analysis. Payroll
supports conguring any kind of elements and combinations with a simple conguration tool without the intervention of a technical person.
Roadmap payroll automatically transfers the accumulated/earned liability like leave encashment, gratuity etc., to the respective liability
accounts. Organization can generate and submits the ESI, PF and other statutory from the payroll system.
HR Department
Updates Employee
prole le
1. New Hire
2. Merit Increase
3. Transfer
4. Promotion
5. Termination/
Resignation
Register employee
late arrival/ permission
details
Register employee
leave details
Enter employee
overtime details
Re-prepare
Prepare the payroll
If
Payroll
is ok
Verify the payroll
No
Payroll Department
Yes
Process the payroll
Employee salary&allowance
adjust le, leave le,
overtime le, late arrivals
Pending Payroll
Payables
Cash Management
- Payable
Payment
through Cash/
Bank
Bank
Cash
Make the Statutory

Payments due
Generate employee
statutory reports
Prepare Bank payment

Voucher
Issues cheque/
does RTGS transfer
Prepare Cash payment

Voucher
Pays cash to
employees

Employee current salary and allowance details.
Integration with all other HR modules.
Fully congurable payroll formulae.
Rigid validations over payroll data.
User denable recurring and non-recurring allowances and
adjustments.
Employee overtime additions.
Disbursement of reimbursement.
Prepared / processed payroll summary & details.
Employee account statement.
Bank transfer statements for disbursement of compensation
and benets.
Employee pay slip / cash employee Statement.
Benets
Option to prepare payroll multiple times, verify and process
payroll.
Generation of up-loadable ESI, PF Statutory Reports from the
processed payroll .
TDS calculation.
Arrears calculation with retrospective effect.
Maintenance of payroll history.
Tracking employee remuneration history.
System generated periodical/ annual accruals based on the
user-congured formulas.
All mandatory statutory returns.
End of service benet and nal settlement.
31
Roadmap-Customer Relationship Management
Marketing
Roadmap CRM helps the organization to enhance the business prospects, through its marketing module with automated features.
Roadmap CRM marketing module assists the marketing team in identifying prospective customers, trends, track campaigns,
maintaining and tracking customer prole, etc. Through Roadmap Marketing module, complete marketing activities starting from lead
generation upto conversion of order can be handled efciently.
Accounts
(Prospect/ Customer)
Convert Lead
into Prospect
Receives Regret
letter
Register the leads

generated through
various campaigns
Sends Response
Receives Quote
Qualied
Follow up & visit report
Receive Order
Acceptance
Yes
No
Register opportunity from

prospect/ customer
Close the
Lead
Register Feasibility
study details
Yes
Feasibility
Study required?
No
Marketing
Is
Feasible
Yes
Is Costing
required?
Send regret
Letter
No
Prepare and send

quote to account
Yes
No
Order
Received
Yes
No
Re-quote
Required
Prepare Costing
Sheet
Is
Account
Prospect?
Prospect
Create Customer
Customer
Yes
Order Lost File
No
Convert quote into

order
Sends order
acceptance to customer
Commercial

Register different type of campaigns (1) Trade show,
(2) Advertisement, (3) Banner Ads, (4) Conference, (5) E-mail,
(6) Webinar, (7) Cold Calls with the details of budget, expected
sales count, responses etc.
Register leads which were generated through multiple campaign
program, qualify/disqualify the leads.
Convert qualied lead into prospect and register contact person,
sales person details, etc.
Register opportunity details for the customer/prospect, update
follow-up details, stage & visit report etc.
Register the feasibility study report and sends regret letter for the
opportunities which are not feasible.
Prepare cost sheet for the opportunity lines.
Easy creation of quotation and multiple revisions.
Approve the quotation and converts approved quotations into sales
orders.
32
Customer and Prospect Management.

Opportunity failure analysis/Feasibility Regret analysis.
Registering follow-up and expenses details.
Marketing partner management, Asset Management, Product
Catalog.
Benets
Tracking opportunity details by prospect/ customer/ salesperson.
Track the pending quotation details by prospect/ customer/
salesperson.
Track the opportunity pipeline.
Leads Conversion Summary.
Document Management and in-built work ow.
Automatic notication through E-mail / Phone / SMS.
Hit-Rate analysis for decision making.
Cost Monitoring.
Roadmap-Customer Relationship Management
Customer Support
It is necessary for some of businesses to maintain warranty info for the products sold. Service contract can be executed for the warranty
completed machines. For both the case, it would be necessary to maintain some of spares which would be provided for free of cost
when it is failed and organizations will maintain the periodic service schedule. Roadmap CRM covers all customer support activities
start from registering warranty info, service request upto spares and service invoicing.

Raises service
Request
Receives Quote
For service
Receives invoice and

makes the payment
Acceptance
Customer
Sales Invoicing
with warranty details
Yes
Fix appointment and install

the equipment
Warranty/
Yes
AMC expire
Generate and send

proforma invoice
for AMC
Installation
required
Update Warranty/ AMC

details for the equipments
No
Periodical check for

Warranty/ AMC
machine details
Order
received
Yes
No
Customer
Support
Customer service request
Check
machine
status
Warranty/ AMC
Check
spares
coverage &
quote req.
Yes
Prepare and
send quotation
Per call
Receive material x
the problem & close the
service order
Spares Stores
Receive approved
material request
Create service
Order
Generate Material
request
Enter material consumed,

Labor usage details and
prepare invoice
Track the defective spares

to be received from
service engineer
Issue Material

Benets
Complete tracking from service request registration and upto
service order closing/invoicing by area/service engineer.
Tracking pending service requests by service engineer/territory.
Tracking defective spare inward, warranty validation with
supplier, return to supplier, in-house repair etc.
Analysis of the following:
Machine Service History.
Service engineer work load analysis.
Installation failure.
Service Call Response Time Analysis.
Service weightage.
Warranty/ AMC/ Per call to AMC conversion.
Problem occurring Frequency.
Call & Failure Analysis.
Automatic creation of warranty records while sales invoicing.

Update installation details for equipments.
Preventive Maintenance service schedule generation from the
invoice/installation date.
Update the Preventive Maintenance completed details.
System generated AMC proposals (Proforma Invoice) for the
warranty/ Annual Maintenance Contract completed equipments.
Conversion of Proforma Invoice into invoice for the AMC proposal
accepted.
Registering customer services request and easy access of the
machine Warranty/AMC status and spares covered under
warranty/service contract.
Easy preparation of Proforma Invoice for Per Call basis
equipments, spares/service not covered under warranty/service
contract.
Conversion of Customer Service Requests into Service Orders
Enter material consumption, labor/resources usage for the
service order.
Easy closure of service order and spares invoicing, spares
warranty consumption and service invoicing.
33
Process Costing
Full Absorption Method
Under a process cost system, costs are accumulated to each process. Input UOP quantities are derived from raw materials issued to
the processes, multiplied by conversion factor, periodical opening WIP and semi nished goods received from other processes being
multiplied by EUP factor.
To allocate costs for WIP, inventories of partially nished goods at the end of the period in each process must be expressed in terms of
completed units. To derive the quantities of WIP and transfers between processes, it will be calculated after considering the EUP
Factors. Periodical nished goods receipts by stores are valued based on EUP factors. All the above quantities are considered as
output UOP and the input amount (summary of DL, DM and OH) are apportioned based on output UOP.
With Roadmap Cost Management it is easy to trace the split of point for joint products. Besides we have been facilitating with handling
normal / abnormal wastage and by products.

Periodical/ Yearly GL Balance
Raw
Material
Material Issues
Direct Materials
Opening WIP
WIP
Closing WIP
Semi
Finished
Goods
Direct Labor
Overhead
Material Return
Conversion
Factor
Costing
Pool
Transfer In
Transfer Out
Product Unit
Cost
MIS
Reports
Equalizing
Factor
Application
Journals
FG Receipts
Split of
Point
Update
Transaction
Cost
By Product
Joint Product
Standard Method
When a standard method is used, it is required that pre-determined calculation of how much cost should be under specied working
conditions. Products are setup with standard cost which are employed in the transaction while receiving Finished Goods, COGS,
calculating WIP. During nancial period end actual costs are derived from GL and differences between actual and standard costs are
considered as either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost is either
increased or decreased. The new cost would be effective until next cost Rollup / Rollover.

Periodical/ Yearly GL Balance
Direct Materials
WIP
WIP
Actual Cost
Pool
Equalizing
Factor
FG Receipts
Finished
Goods
Overhead
Over / Under
Absorption
Standard
Cost Pool
COGS
Inventory
Split of
Point
Direct Labor
Application
Journals
By Product
Joint Product
34
Apply Over /
Under absorption
into Inventory
COGS and WIP
Periodical /
Yearly Standard
Cost for the
Product
MIS
Reports
Operational Costing
Under operational costing system, DL & OH of each process and DM are accumulated to each class. Though the process is similar there is
signicant difference in the usage of materials i.e., input and output. So the input and output are categorized as different classes.
Raw material consumption are extracted from the inventory issuance based on the conversion factor and materials like WIP / Semi
nished goods / nished goods quantity are calculated based on equalizing factor. To allocate costs for WIP, inventories of partially nished
goods at the end of the period in each process must be expressed in terms of completed units, which will be multiplied by EUP factor to
derive WIP UOP quantity. Transferred In and out quantity derived from periodical semi-nished goods transferred between processes
multiplied by EUP Factor. The direct labor and overheads are apportioned based on the output quantity and direct material would be
apportioned based on the user conguration.

Periodical / Yearly GL Balance
Raw
Material
Material Issues
Material Return
Direct Materials 1
Direct Materials 2
Direct Materials 3
Direct Labor
Overhead
Opening WIP
WIP
Class
Closing WIP
Semi
Finished
Goods
Transfer In
Update
Transaction
Cost
Product Unit
Cost
Costing
Pool
Transfer Out
FG Receipts
Split of
Point
Conversion
Factor
MIS
Reports
Equalizing
Factor
Application
Journals
By Product
Joint Product
Standard Method
Standard costs xed for different classes of product. WIP, cost of good sold, inventories for each class derived from the respective
transactions. During nancial period end actual costs are derived from GL and differences between actual and standard costs are
considered either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost uctuates. The
new cost would be effective until next cost Rollup / Rollover.

Periodical / Yearly GL Balance
Class
Direct Materials 1
WIP
WIP
Finished
Goods
FG Receipts
Direct Materials 2
Actual Cost
Pool
COGS
Equalizing
Factor
Inventory
Split of
Point
By Product
Joint Product
Direct Materials 3
Over / Under
Absorption
Standard
Cost Pool
Application
Journals
35
Direct Labor
Apply Over /
Under absorption
into Inventory
COGS and WIP
Overhead
Periodical /
Yearly Standard
Cost for the
Product
MIS
Reports
Process / Operational Costing

Key Features
Standard Method
FIFO and Weighted average cost method of WIP valuation.
Standard cost for all manufactured products.
Periodical opening and closing WIP quantities & amount with

the completion percentages.
Periodical opening and closing WIP quantities with the

completion % and standard value.
Transfer of nished goods from any processes (by product,

joint product).
COGS and Inventory in standard value.

Semi nished goods transfer.
Periodical input quantity to processes, semi nished goods

transfer.
Direct labor, direct material and overhead.

Transfer of nished goods from any processes (by-product,
joint product).
Finished goods receipts, process wise direct labor, direct

material and overhead.
Tracking over / under absorption variances application to

inventory, WIP and cost of goods sold.
Normal spoilage, normal loss, abnormal loss and abnormal

gain.
Comparison of standard Vs actual cost.
Joint products, by products and scrap.
Comparison of pre and post over / under absorption

variances application to WIP, COGS and Inventory.
Conversion Factor and Equivalent Unit of Production (EUP).

Compare the cost involved in different periods.
Periodical product cost Rollup / Rollover.
Periodical cost determining ow.
Determination of over / under absorption.
Accurate apportioning of processing cost for the joint products

in the following methods:
Applying over / under absorption variances in inventory,

WIP and cost of goods sold.
Physical measurement.
System generated journals with the newly updated cost.
Relative sales value.

Relative sales value minus further processing cost.
Weighted average method.
Handling of joint products, by-products, scraps, spoilage,
WIP, etc.
System generated journals with the newly updated cost.
36
Job Order Costing

Job Order Costing is applicable for organizations where products or services are identiable by individual units or batches. The Costs
attributable to a particular job are assigned directly to it. Since each product is identical, product cost can be determined by dividing total
manufacturing costs by total units produced. This average cost applies equally to all units produced. It is quite normal that job order may
start and end in single nancial period or pass through different periods and simultaneously multiple job order's will be in progress.
Roadmap Job Order Costing enables the user to determine the estimated cost for the Job Order by determining material and resource
requirements exploding through planning data such as BOM, Routing and Bill of Resources. With Roadmap Job Order Costing it is easy
to account material cost, labor cost, overhead, periodical WIP, inventories for each job order and enables the user to compare the
summary of costs involved in job orders with actual costs and understand the difference to job orders as overheads.
Roadmap Job Order Costing facilitates track the product cost for different job orders in different periods. Maintains the details of
inventories for each job order while shipping & invoicing the job orders through Roadmap sales order, perfect COGS would be computed.
This facilitates to arrive and analyze net earnings in each Job Order.
Material Issuance
Direct Material
Time Card Entry
Direct Labor
Resource Usage
Overhead
Job Order
Cost Pool
Opening WIP
Product Unit
Cost
Apply
Difference
Info Overhead
Closing WIP
Update Stock
Cost
Application
Journals
FG Receipts
Actual
Roadmap
General Ledger
Direct Material
Direct Labor
Overhead
Batch Costing
Estimating material and resource

requirements for job order
Actual DM, DL and OH at each stage and
job order wise.
Status of WIP with completion %.
Monitoring of nished goods.
Periodical product cost for each job order.
Applying overheads / idle man hour cost
based on labor hour / machine hours.
Material requirement and issuance to the job
orders.
Resources requirements, time card and
resource usage entry for the job orders.
Sales Order shipping for the job order.
Apportion the difference in applied and
actual overheads in the following methods:
Adjusted allocation-rate approach.
Pro-ration approach.
Write-off to cost of goods sold approach.
Job order-wise P & L.
Batch costing is used where identical items are produced in batches like clothing, footwear, engineering components, etc., treated as a
batch during manufacture and the various costs material, labor and overhead are recorded. The costs of a batch are ascertained in much
the similar way as the individual job. Cost for these items are estimated for huge batches as it will not be logical to analyze the cost of
manufacturing for a single or a pair of shoes. It is advisable to group the identical items and perform the costing accordingly for the batch.
Unit cost is estimated by dividing the total cost by the batch quantity. With Roadmap Batch Costing, it is very easy to group the items as a
batch, automatic batch numbering, efcient recording of material issued, scrap, labor time, overhead etc. Cost incurred can be compared
batch wise to get the clear picture about the total cost spent.

Material Issuance
Direct Material
Time Card Entry
Direct Labor
Resource Usage
Overhead
Job Order
Cost Pool
Product Unit
Cost
Apply
Difference
Info Overhead
Opening WIP
Update Stock
Cost
Closing WIP
FG Receipts
Application
Journals
Actual
Direct Material
Roadmap
General Ledger
Direct Labor
Overhead
37
Evaluation based on actual cost, average cost

and normal cost.
Status of WIP with completion %.
Monitoring of nished goods.
Periodical product cost for each batch.
Applying overheads based on labor hour /
machine hours.
Batch-wise material requirements, yield
estimation and nance analysis.
Resources requirements and time card and
resource usage entry for each batch.
Apportion the difference in applied and actual
overheads in the following methods:
Adjusted allocation-rate approach.
Pro-ration approach.
Write-off to cost of goods sold approach.
Roadmap-Cost Management
Activity Based Costing

Activity based management (ABM) is a management system which focuses on analyzing and controlling activities in the production unit or
performance process in an attempt to improve customer value and enhance protability. As part of ABM, the Activity-based costing (ABC)
renes costing systems by focusing on individual activities as the fundamental cost objects. An activity is an event, task or unit of work with
a specied purpose; for example designing products, setting up machines, operating machines, and distributing products. ABC systems
calculate the cost of individual activities and assign cost to cost objects such as products and services on the basis of the activities
undertaken to produce each product or service.
Roadmap ERP supports one of the very efcient costing methodologies viz. Activity Based Costing (ABC) which is used by many
organizations today. It is a management tool helping the companies to improve the business performance by managing costs and
improving the efciency at the activity level. Using Roadmap ABC, more accurate and efcient decisions can be made with reference to
the products and the related costs by studying and analyzing the business activities.

Indirect Cost
Pool
Set Activity
Design Activity
Manufacturing
Operation Activity
Shipping
Activity
Distribution
Activity
Admin.
Activity
Indirect Cost
Allocation Base
Allocation Base 1
Allocation Base 2
Allocation Base 3
Allocation Base 4
Allocation Base 5
Allocation Base 6
Indirect Costs
Direct Costs
Cost Object
Direct Costs
Direct
Materials
Direct
Labor
Direct
Expenses

Helps identifying Activities, Resources, and Cost Drivers.
Accurate product costing information by reducing arbitrary cost allocations.
Listing activities that are driving costs and guiding the focus areas to control cost.
Identifying areas of potential cost savings.
Improving budgeting and planning process of an organization.
Supports the business managers by identifying, measuring and differentiating the activities those add value to the business and
those do not.
Eases the tracking process of allocating indirect costs to specic products.
Allows more accurate reporting and analysis of overhead costs.
Helps identifying costs and activities that can be minimized or eliminated.
Facilitates identifying the actual cost spent on services and products.
Identifying hidden costs, setting target cost and monitoring.
Helps in redesigning the processes thro' cost monitoring.
Provides relevant cost information to the managers for the activities they have control over.
Classify and rank assets/properties in terms of cost and effort required.
Assessment of assets in terms of the total cost, which can be compared to their size and value to rank investments.
Helps in evaluating the options for outsourcing certain operations based on cost.
Activity based overhead distribution. Applying actual direct labor, material from the GL to processes with easy conguration.
38
Roadmap-Cost Management
Contract Costing
Contract costing is a type of job costing where the job to be carried out is of such magnitude that a formal contract is made between the
customer and supplier. Civil Engineering, building and construction work and shipping are examples of industries where large contract
work is undertaken. When contract costing is applied, a separate number is given for each contract/project. Costs are accumulated for
each contract for cost determination.
Sometimes, the contract may start and end in single nancial period of the organization, or may have begun during one nancial period
and extended to more than one nancial period. Therefore the prot on the contract will relate to more than one accounting period.
Roadmap Contract Costing, handles the complete business cycle of contract accounting starting from project registration, estimation,
execution, accomplishment, invoicing and P & L/ Income statement.

Material Issuance
Contract 1
Time Card Entry
Contract 2
Resource Usage
Contract 3
Direct Usage
Contract n
Work Completion
Work Certication
Contract Invoicing
Retention
Contract P & L
Contract Estimation
Material Requirement
Resource
Requirement
Expense
Requirement

Estimating material and resource requirements for contract/project.
Material requirement and issuance to the contract.
Resources requirements and time card & resource usage entry,
expenses for the contract.
Actual DM, DL, direct expenses and OH for each contract.
Efcient handling of subcontracting activities.
Applying overheads/ idle man hour cost based on labor
hour/machine hours.
39
Charging depreciation for the plant and machinery used by the

contract.
Handling of defective work and rectication of defective work.
Supports lump sum contract/ cost plus contract.
Handling of work certication, progress payment, retention.
WIP: Cost of work completed, not completed and amount of
prot.
Cost accrual, revenue accrual and contract invoicing.
Prot of incomplete contract.
Contract-wise P& L.
Roadmap - Budgeting
Static Budgeting
A budgeting and forecasting system without nancial intelligence, integrated business model and data les, severely limits analytical
capabilities and greatly increases the support and maintenance burden on the employees. With Roadmap Budgeting the quantied goals,
measures, and budget targets are easily viewed and analyzed by management to assess top-down and bottom-up convergence.
Static budgeting determines material & resource requirement, manufacturing & non-manufacturing cost from sales forecast and expected
ending inventory. The revision of budget is also possible with tracking of history along with an easy way of revising. The various reports like
sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted prot
& loss statement, budgeted cash ow statement will help the planning department to do their job efciently.

General
Admin. Budget
Routing
BOM
Bill of
Resources
Production Qty
Sales Forecast
Finished Goods
Opening
Inventory
Closing
Inventory
Sales Budget
Material
Requirement
Resource
Requirement
Manufacturing
Overhead
Purchase Qty
Non Manufacturing
Cost
Factory Cost Budget

Purchase Budget
Cash from
Operation Budget
Sales & Expense
Budget
Budgeted
Raw Mat./ Components

Opening
Inventory
Production Budget
Closing
Inventory
Flexible Budgeting
A exible budget recognizes the difference in behavior between xed and variable costs in relation to uctuations in output, turnover or other
variable factors and is designed to change appropriately with such uctuations.
Every business is dynamic and actual volume of output cannot be expected to conform exactly to the xed budget. Comparing actual costs
directly with the xed budget costs is meaningless. For useful control information, it is necessary to compare actual results at the actual level
of activity achieved against the results that should have been expected at this level of activity (i.e. the exible budget).
Roadmap Flexible Budgeting allows the management to arrive at the gures from the click of a button. The data required are extracted from
the static budget and by mentioning the percentage of level of activity will process the entire task of budgeting.
The various reports at different level of activities like sales budget, production budget, and purchase budget, direct labor budget,
manufacturing overhead cost budget, G & A budget, budgeted prot & loss statement, budgeted cash ow statement can be generated.

General
Admin. Budget
Level of Activity
Static Budget
Sales Forecast
BOM
Production Qty
Secondary
Secondary Secondary
Routing
Bill of
Resources
Material
Requirement
Resource
Requirement
Manufacturing
Overhead
Purchase Qty
Non Manufacturing
Cost

Opening
Inventory
Sales Budget
Closing
Inventory
40
Production Budget
Factory Cost Budget
Purchase Budget
Cash from
Operation Budget
Sales & Expense
Budget
Budgeted
Roadmap - Budgeting
Rolling Budget
These are also called continuous budgets. A rolling budget is for any periods intended by the organization and which is prepared several
times each year (say, once in a period, quarter etc.). Normally the budget for the forthcoming periods will be altered based on the actual
implication of the period ended.
The purpose of a rolling budget is to give management the chance to revise its plans, and precisely, to make more accurate forecasts and
plans for the next few months. Wide range of options are available to suit the organizations to have different permutation and perception of
the budget.
The various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget,
G & A budget, budgeted prot & loss statement, budgeted cash ow statement can be generated for less and complete details as well as
consolidated way.

Primary
Secondary
BOM
Routing
Bill of
Resources
General
Admin. Budget
Level of Activity
Sales Budget
Sales Forecast
Production Qty
Finished Goods
Opening
Inventory
Closing
Inventory
Material
Requirement
Resource
Requirement
Manufacturing
Overhead
Purchase Qty
Non Manufacturing
Cost

Opening
Inventory
Closing
Inventory
Production Budget
Factory Cost Budget
Purchase Budget
Cash from
Operation Budget
Sales & Expense
Budget
Budgeted
Budgeting Key Features

Extracting sales forecast data such as sales quantity & closing balance of raw material & nished goods and selling price from previous
budgets, stock on hand on specic dates, sales histories, average selling quantity etc .
Generation of production plan, material & resources requirements, purchase plan, etc.
System generate various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing
overhead cost budget, G & A budget, budgeted prot & loss statement and budgeted cash ow statement.
For exible & rolling budget, system generates the above stated statements at various activity levels.
Budgets can be prepared instantly with accuracy, which act as an efcient decision support system.
41
Plant Maintenance
Maintenance can be considered as a combination of several actions carried out in an orderly manner to repair/service or replace the
components of numerous equipment in a plant. It is a systematic approach as maintenance involves setting up of objectives, planning,
executing and controlling. The maintenance budget is prepared based on the maintenance activities that are scheduled for the year. It
helps the management take decisions, hiring the manpower, rent the equipment, sub-contracting, spares purchase etc. The
forecasting capability ensures smooth planning and execution of the system. Performance analysis helps to analyze the labor and plant
performance.

Update Meter Readings
Register new equipment

details and x PM schedule,
spares and resource required
If prev.
maintenance
pred. maintenance
is due
Maintenance
Department
Enter Predictive
Yes
Create Spares
request
Dene operation spares

and resource requirement
No
Charges labor and

completes the operation
Inside
Check
Receive the spares and

schedule the maintenance
operation
Convert into maintenance

work order
Create Maintenance
work order
1. Preventure
2. Predictive
3. Breakdown
Update WO status
Maintenance
Operation
Inside/ Outside
Outside
Raise Purchase order and

send equipment /
component to the service
provider
Close WO
Raises Maintenance
work request
Shop Floor
Spares Stores
Receives material
request and issues
spares
Does the service

and sends back the
equipment with the invoice
Service Provider

Long and short range planning of all the maintenance activities.
Tracking maintenance request and work order status.
Conversion of maintenance requests into work orders.
Comparison of material and resource requirements for work order
and actual consumption.
Work planning, scheduling of periodical inspection and preventive
maintenance.
Breakdown, planned, scheduled and corrective maintenance.
Condition based maintenance and reliability-centered
maintenance.
Forecasting maintenance requirements and work load estimation.
Time-scale of resource planning, scheduling and allocation.
42
Statistical analysis of performance.

Selection of work measurement methods.
Labor performance analysis.
Tracking the maintenance cost and compare with budget.
Comparing required resources for the work orders Vs
available resources.
Tracking the various inspection schedules for the
machineries.
MTTR, MTBF Analysis.
5-Why Analysis
Failure Analysis
Maintenance Cost Analysis.
Engineering (R & D)
Engineering / R & D department often involves in new product development, improving existing products based on the difculties faced by
client. R & D needs to manage various engineering activities such as handling engineering change request, work order, engineering
change note, engineering routing, bill of materials and all the necessary documents. R & D department requires efcient handling of all its
activities by prioritizing and allocating the resources.

Receives subcontract
order along with
material
Process the
material and send
back to organization
Place Purchase
Order for new
product
Subcontracting
Management
Raises engineering order

for new product development
for own use/ customer order
if new
product is
developed
inside/
outside
Outside
Inside
Raises material request

for the engineering order
Receives the materials and

does the required
process
If
required
process done
Inside/
Outside
Outside
Prepares subcontract order

and send material along with
subcontract order
Inside
Engineering
Receives the processed

completed material
In
case of
Tool / Pattern
Receives material
request, allocates and
issues the material
Prepare engineering
Routing, Bill of Material,
Operating manual etc
Receives the sample

and send feedback
Receives pilot lot and

sends feedback
Schedule the required

machinery, manpower and
process the material
Run Sample lot and

send it to customer
Run pilot lot and

send it to customer
Stores
Customer
Commercial
Department
Receives the product returns

to the company along with
DC for production purpose
Prepares invoice and

send along with the
new product

Maintaining the following documents:
Production Procedure.
Process Check List.
Testing & Inspection procedure.
Tool Intimation Note.
Component Specication.
Final Product Inspection.
Engineering Specications.
Packing Procedure.
Incoming Component Inspection.
Service Instruction.
Drawing Revision Intimation.
Critical Spare Parts.
Installation Procedure.
New Product Development Questionnaires.
Parts Addition and Deletion.
Supplier Product Specication.
Registering Product Problem Intimation (PPI) and monitoring the

status.
Product Problem Intimation Approval.
Engineering Change Request (ECR) and status monitoring
Engineering work orders for the following:
New Product Development.
Product revision.
Preparation of Engineering Change Notice (ECN) and Product
Release Note (PRN).
Estimating material / resource and expenses requirements.
Capturing material consumption, employee time card, machine
usage and subcontracting activities.
Engineering products, product routing and Engineering BOM.
Preparation of production procedure, process check list.
43
Project Management
Projects are distinguished by the fact that they produce unique products; they require the completion of variety of tasks using variety of
resources and human skills and task performance must be well coordinated to complete the project on time and within estimated value.
To be scheduled accurately, a project must rst be decomposed into each fundamental task or activity. Precedence relationships
among the tasks and estimates of the time required to complete each task must then be obtained.
Materials can be issued to the projects through Roadmap's Inventory control or purchase order can be placed through Roadmap's
Purchase Order to deliver the goods directly to the projects site.

Customer issues
purchase order
Receives Invoice
Makes Payment
Customer
Project Management
Team
Register Project details

with complete WBS
Runs MRP to determine

net material requirement
Specify the material

resource/ expense
requirement
Purchase/
Manufacture
Purchase
Material Planning
Manufacture
Sends approved purchase

request to purchase
department
Raises Production
Order
Purchase the required

materials
Purchase Department
Receive production order

Production Department
Raises material request to

stores

and produces the goods
required for the project
Receives produced
Material

against PO
Stores/ FG WH
Dispatch Department
Commercial
Department
Accounts
Receivable
Receives Material
Request for the project&
Issues

FG & Dispatch to the
project site
Raise FG request to FGW

for the project
Project Execution
Team
Upon completion of the

product move the material
to FG WH
Receives the
material
Timecard / Resource
usage / Labour usage/
Expense entry
Accures revenue based on

the milestone and prepares
draft invoice
Prepares commercial
invoice
Update project/ Task

status
Receives the Payment

Multiple level WBS structure split into tasks, effective period.
Material/resources / expenses requirement for the task and project.
Material issued, labor & resource utilized, expenses incurred and overhead applied.
Budget for each task / project and amount applied against the budget.
Cost accrued and xed asset added for the capital project.
Cost/revenue accrued and amount invoiced for the contract project.
Tasks completed % and status.
Project estimation Vs Actual.
Work accomplishment invoicing.
44
Cane Management
Running sugar mills fully depends on the sugarcane availability; the capacity of sugar mill should match with sugarcane supply. Sugar
mills involve continuous process, sugar mills start operating at the beginning of the season and get stopped at the end of the season. It
becomes necessary to maintain uninterrupted supply of sugarcane when the mill is operating. Proper planning should be laid down to
ensure the smooth supply.
Roadmap cane management efciently handles all the cane management activities starting from soil testing, seeding, planting,
fertilizing, disease analysis, pesticide, periodical records of plot, issuing cutting order, managing transportation. With Cane
Management, it is easy to forecast daily supply and total expected supply of sugarcane during the season.

Cultivates the
sugarcane for seed/
sugar for each season
Cutting takes place

as per cutting order
RYOTS
Cane Department
Gate
Seed/
Sugar
Seed
Transfer seed to
other Ryots
Sugar
Cane Department maintains

sugarcane, cultivation
details with Ryots/
season etc
Upon the cutting stage

issues cutting order
and arrange transport
Sugarcane is received
from Ryot through
truck & inward entries
made
Capture empty truck

weight & determine its
net weight
Receive
payment
Unload the sugarcane

and goes back to
weighing bridge
Factory
Account Payable
Register the purchase

against cane receipt
Adjust the payable

against the loan etc
Makes the payment

by Ryots
Cash Management

Database of villages, accounts, banks, branches, soil types, irrigation sources, disease types, seasons, variety etc are supported.
Geographical areas, cane inspectors and assigning cane inspectors to the geographical areas are tracked.
Track plot(plantation) details such as season id, ryot no, plot no, growing area, crop type (foundation nursery, crop nursery etc), planting
start date, expected yield, crushing start and end date, date of plot over, soil type, irrigation source, gap between crop, insurance, cane
burnt etc.
Analyze ryot transaction such as seed given, fertilizer/chemical issued, loan paid, and sugarcane delivered to factory by ryot, seed
supplied to other ryot etc, loan deduction, payment made to ryot etc.
Maintain transporters, vehicles, addresses, rate agreement and transaction details.
Cutting orders for the matured plot for factory crushing or seed.
User friendly sugarcane entry details from the gate weight capturing at the weighing bridge, and tracking the details of
registered/unregistered/diverted cane from other factory, transportation details such as rental and own arrangement etc.
Complete integration of Roadmap ERP modules.
Supports to perform various tests (lab) and analyze the laboratory results.
Track the supply of sugarcane from the ryots, by geographic area, periodical based on the maturity date.
Expected yield and actual analysis.
45
Fleet Management
Roadmap Fleet Management system is powerful enough to handle the immense volume of vehicle data streaming from numerous
sources. We provide eet maintenance history, fuel usage, and driver details also you can easy manage areas like insurance, asset
management, tire management, inventory management, LR management as well as all expenses associated with operating your eet
of motor vehicles and other mechanical assets.

Enter Vehicle
Details
Sends Vehicle
as per the agreement
Prepares vehicle
usage log and sends to
commercial department
Receives vehicle
and utilizes
Customer receives
invoice and makes
the payment
Prepares load
vehicle to customer
Receives trip sheet &

forwards to commercial
department
Receives payment
receipt
Books the vehicle

to transport the
goods
Vehicle Management
Signs vehicle
lease agreement
Customer utilizes the

vehicle & signs
trip sheet
Customer
Commercial
Department
Accounts
Receivable
Prepares monthly
invoice as per the log
sheet/ trip sheet
Receives the payment

and makes receipt
entry and forwards
receipt to customer

Maintain the complete details of Active, Passive and Active /
passive Vehicles.
Track the details of organization owned and rented vehicles.
Seamless integration from enquiry, quotation, load order, trip
sheet and receivables.
Track the load orders in different statuses.
Easy conversion of load order to trip sheets.
Track the unclosed and un-invoiced trip sheets.
Track the Purchase, Fixed Asset, Insurance details of vehicles.
46
Register the various expenses in association with vehicle trip.

Calculate the sales commission for the sales person, agent.
Track the trip allowances payable to the drivers.
Revenue, prot analysis by trip and vehicle.
Track the maintenance cost of each vehicle.
Roadmap-Workow
Work ow Management
Roadmap Workow gives you the exibility in process handling and all you need to do is to support your business cycle by allowing
the complete working process representation which can go beyond your organizational goals. You will be equipped to incorporate
all managerial information's to speed up your decision making process.
Roadmap workow Benets
Assists you to automate complex business processes
Maps positions and highlights their importance in the organization than people.
Ensure that the right work is assigned in the right sequence at the right time to the right person in the workow.
Enhances and automates business processes.
Monitoring at ease from initiation to completion.
Enable the process owners to track deadlines.
Roadmap Sample Workow
Notication
End
Rejected
Reject
Reject
Notication
Buyer
Return
PO
Entry
Forward for
Review
PO
Review
Forward for
Approval
PO
Approval
Email
End
Approved
Return
Supplier
47
Roadmap ERP-Reports
Standard Reports
FINANCIALS
Chart of Accounts
Recurring Journals - Fixed / Variable
Distribution Journal
General Journal
Account Statement
Operating Expenses (Matrix)
Fund Flow Statement
Yearly Budget Vs Actual
Periodic Budget Vs Actual
Supplier/ Customer Ledger Balances
Trial Balance - Main & Subsidiary - (2 Col)
Trial Balance - Subsidiary & Class - (2 Col)
Trial Balance - Main & Subsidiary - (4 Col)
Prot and Loss Account
Balance sheet with Schedule
Prot and Loss Schedule
Balance sheet Sub schedule
Accounts Payable
Supplier List, Ledger
Supplier Ledger 2C (upto Date)
Supplier Settlement (Invoice, Payment)
Hold Payment List
Forecasted Payment Summary
Forecasted Payment & Details (BC)
AP Aging Summary & Details (BC)
Accounts Receivable
Credit / Debit Memo
Customer Ledger (As-on-Date)
Collection Statement - Area-wise Details
AR Aging Summary & Details (BC)
Cash Management
Cash / Bank Payment, Receipt Voucher
Cash / Bank Book, Daily Break-up
Cash / Bank Balance Summary
Bank Reconciliation, Exchange Rate variance
Taxation
Annexure C-A Stufng Report, Appendix III
ARE - 1 & 3, Dec. of Exporters
Form JJ, Form SDF
Pending C-Form - Issued, Received
C-Form Issuance / Receipt, H-Form Issuance
Excise Reports, VAT, TDS & ESI
RG23A - Part I & II, RG23C - Part I & II, Service Tax
VAT - ANNEXURE I, II, III, IV, IA, EXP, IV IMP
TDS Statement, Sales Tax TDS Statement
ESI Statement
SALES & DISTRIBUTION
Item Prole
Product Obsolete Analysis, Material Request
Pending Material Request, MR Issue Status
Pending Material Request Summary
Material Issuance Voucher
Stock Adjustment, Stock Transaction Analysis
Stock Transaction Summary - Group
Delivery Challan, Current Stock
Closing Stock Summary (Class)
Stock Count Comparison (Qty & Value)
Stock Count Comparison (Qty)
Inventory Aging
Purchase Order
Approved Supplier List, Open Purchase Order
Open Purchase Order Amendment
Open Subcontract / Job Order
Open Subcontract / Job Order - Amendment
Purchase Requisition
Pending Purchase Request
Purchase Request to GRN Tracking
Subcontract Material Request / Stock at Subcontractor
Supplier Schedule, Quotation Price Comparison
Purchase Order, Pending Purchase Orders
PO Delay and rejection chart, Pending PO(Supplier Wise)
Short closed PO, Subcontract Order
Gate Entry
Gate Entry Details, Discrepancy GE Vs GRN
Gate Entry - Purchase Receipt
Goods Receipt Note
Purchase & Subcontract Approved Schedules
Periodic Purchase Receipts, Planned Purchase Receipt
Goods Receipt Note, Receipt Day Book (Qty & Cost)
Material Inward List
MIR Details, Pending MIR List
GRN - QC Completed
Purchase Return Invoice Details
Purchase Order Format
Pending Purchase Receipts(Item-wise)
Supplier Rating Delivery, Supplier Performance Rating
Supplier Performance Letter
Quality Management
Defect Item Analysis (Month-wise)
Deviation Concession Report
Incoming Inspection Status - Item-wise
Incoming Inspection Summary - Purchase (Supplier-wise)
Inward Inspection Report - Purchase
Inward Rejection Statement - Purchase
Monthly Status Report
NCR Reports
NCR Report - 1, Pareto Analysis
Pending Inspection, Supplier Quality Rating
Supplier-wise Defect Analysis
Shop Floor
Production Order
Pending Production Order, Production Completion Details
Production Order Pending Material
Production Pending Request
Resource Usage Details, Work-in-Progress Status
Inprocess & Daily - Rejection Report, Inprocess Report
Monthly Production, Weekly Production, Scrap-Note
Production Loading chart
Costing
Cost Sheet - Summary, Cost Sheet
RMC Details, Item Group RMC
RMC Comparison, Item RMC (Assembly-wise)
Productivity Reports
Productivity Daily / Monthly(Actual Qty)
Productivity Report Daily / Shift-wise
Productivity B/A Idle Hours - Daily
Productivity before/ after Idle Time - Daily
Sales Order
Order Acceptance Form, Sales Order - Format 1
Pending Sales Order Details
Pending Sales Order summary
48
Roadmap ERP-Reports
Standard Reports
Sales Order Booking Analysis - Item-wise
Area-wise dispatch schedule
Work Order
Work Order Completion
Employee Time Card
Resource Usage
Maintenance External Cost
History Cost (Last Year), History Cost Analysis (Quarterly)
Overall PM Statistics
PM Statistics by Equipment Report
Department Power Consumption Details
Power Consumption Details Department-wise
Failure / Breakdown Analysis
Equipment Failure Analysis
Breakdown Details
Work Order Breakdown Details Month-wise
HR & PAYROLL
Employees List& Position List
Muster Roll
Leave
Attendance Statement, Daily Attendance
Employee Current Leave Balance
Employee Leave Balance Details
Employee Leave Balance As-on-Date
Employee Leave Details
Employee Leave Information, Transaction
Leave Encashment Details
Leave Entitlements, Leave Register
Loan
Employee Loan Requisition
Employee Loan Deduction Plan
Employee Loan
Loan Document Details
Allowance
Allowance-wise Employee List
Bank Statement Details, Bonus Statement
Earnings Break-Up Department-wise
Overtime Details
Deduction
CPF (Prepared), CPF (Processsed)
LIC Deduction List
Prepared Payroll Statement
Payroll Preparation Details
Processed Payroll - Statement, EPF REM.
ESI Challan AC.NO.1, ESI Details
ESI Return of contrib, ESI_PF_CTC
Form-3A (EPF), Form 6-ESI
Form-6A - Annual Summary, Form-6A
Form-7 E. S. I. ACT, Form-12A
Form-16, Gratiuty_Form_A
PF Challan, PF Details Period-wise
TDS Challan, Super Annuation Form-A
Payslip
Payslip_Cum_Attendance
Employees Fixed Salary Statement
Full and Final Settlement
Payroll Consolidated Statement
Packing List
Export Packing List, Packing List-Domestic
Invoice
Dom-Sales Invoice(6 Copies)
Dom-Pre Printed -Invoice 1
Purchase Rejection Return - Preprinted Invoice 1
Purchase Rejection Return - Preprinted Invoice 2
Export Invoice
Guarantee Certicate
Sales Register
Sales Register / Invoice Day Book
Sales invoice Summary
PLANNING & MANUFACTURING
Routing
Bill of Materials
Bill of Materials (Single Level)
BOM - Single Level - 1
Bill of Materials (Multi Level)
Bill of Materials Tree (Details)
Bill of Materials (Process-wise)
Parts Where Used
Parts Where Used (Single Level)
Partial BOM List / Pending BOM List
Pending-Partial BOM for Sales Order
Lead Time Details / Cumulative Lead Time
MRP Summary
MRP Calculation with Dependent Details
MRP-Supplier Delivery Schedule
MRP-Planned Orders
MRP-Production Line-wise
MRP-Purchase Plan
MRP-Production Plan (Item)
MRP-Production Plan - Month-wise
CUSTOMER RELATIONSHIP MANAGEMENT
Marketing
Customer / Lead List
Lead Status
Opportunities
Opportunity Review - Checklist
Mktg Follow up Report
Cost Estimation/ Quotation
Cost Estimation, Quotation
Quotation Detail by Customer
Quotation List, Quotation Status Report
Customer Support
Pending Installations
Pending Installations Customer-wise
Service Expiry Details Area / Territory-wise
Service Contract Potential, Service Order Details
Service Schedule Analysis, Service Invoices List
Service Expenses, Service Expenses Comparison
PLANT MAINTENANCE
Equipment Prole, Machinery Problems / Causes
Failure / Cause/Action, Standard Operation Instruction
Maintenance Planning, Maintenance MRP Details
Capacity Requirement Analysis
Purchase Plans for Maintenance
49
Roadmap ERP-Reports
MIS Reports
General Ledger
Yearly Budget Vs Actual Analysis
Monthly Budget Vs Actual Analysis
Monthly Operation Expenses Report (A/C-wise)
Monthly Operation Expenses Report (Unit-wise,A/C-wise)
Monthly P & L Account
Comparative P & L and Balance Sheet
Ratio Analysis
Accounts Payable
AP - Aging Analysis (BC / FC)
Discount Analysis, Payable Analysis
Letter of Credit - Issued List
Bank Guarantee Receipts List
Accounts Receivable
AR Aging Analysis (BC / FC)
Discount Report, Interest Report
Letter of Credit Receipts List
Bank Guarantee - Issued List, Payment Analysis
Cash Management
Collection Analysis
Collection Analysis - Area-wise
Collection Analysis - Territory / Sub-Territory / Country-wise
Cash & Bank Balance Analysis
Cash & Bank Balances Status
Cash Forecasting
Cash Forecasting Analysis - Daily / Weekly / Monthly
Cash Forecasting Vs Actual Analysis-Daily/ Weekly/ Monthly
Purchase Order
Purchase Analysis
Monthly Purchase Statement (Supplier-wise)
Monthly Purchase Analysis (Class-wise, Subclass-wise )
Monthly Purchase Analysis (Product-wise, Buyer-wise)
Monthly Purchase Analysis (Unit-wise, Group-wise)
Yearly Purchase Summary
Yearly Purchase Value Different Currency
Yearly Purchase (Unit-wise)
Yearly Purchase (Sub Group-wise,Sub Class-wise )
Monthly Purchase Statement
Purchase Control Chart
Purchase Return Analysis
Monthly Purchase Return Analysis (Supplier-wise)
Monthly Purchase Return Analysis (Product-wise)
Monthly Purchase Return Analysis (Buyer-wise)
Supplier Performance Rating
Supplier Performance Rating(Delivery,Price,Quality,Service)
Subcontracting
Monthly Subcontract Analysis (Supplier-wise, Product-wise)
Monthly Subcontract Analysis (Process-wise, Buyer-wise)
Cost of Subcontract Rejection
Inventory Control Management
Department-wise Material Consumption
Monthly Raw Material Consumption
Monthly Packing Material Consumption
Monthly Consumables Consumption
Inventory Aging Analysis (Fast Moving/Slow Moving)
Stock As-on-Date Analysis
Stock Summary by Warehouse
Stock Summary by ABC Class
Shop Floor
Production Plan Vs Actual - Monthly
Production Plan Vs Actual - Weekly
Production Plan Vs Actual - Daily
Idle Time Analysis

Productivity Analysis
Utilization Rate Analysis
Efciency Analysis
Sales Order Management
Order Booking Analysis
Sales Order Booking Analysis - Area-wise, Territory-wise
Sales Order Booking Analysis - Sub-Territory-wise
Sales Order Booking Analysis - Customer-wise
Sales order Booking Analysis - Salesperson-wise
Sales Order Booking Analysis - Product-wise
Sales Analysis
Sales Analysis- Area-wise, Territory-wise, Sub-Territory-wise
Sales Analysis - Customer-wise, Salesperson-wise
Sales Analysis - Product-wise
Sales Volume Analysis
Sales Volume Analysis - Area-wise, Territory-wise
Sales Volume Analysis - Sub-Territory-wise
Sales Volume Analysis - Customer-wise, Salesperson-wise
Sales Volume Analysis - Product-wise
Sales Return Analysis
Sales Return Analysis - Area-wise, Territory-wise
Sales Return Analysis - Sub-Territory-wise
Sales Return Analysis - Customer-wise, Salesperson-wise
Sales Return Analysis - Product-wise
Net Sales Analysis
Net Sales Analysis - Area-wise, Territory-wise
Net Sales Analysis - Sub-Territory-wise
Net Sales Analysis - Customer-wise, Salesperson-wise
Net Sales Analysis - Product-wise
Prot Analysis
Prot Analysis - Area-wise
Prot Analysis - Territory-wise
Prot Analysis - Sub-Territory-wise
Prot Analysis - Customer-wise
Prot Analysis - Salesperson-wise
Prot Analysis - Product-wise
Despatch Plan Vs Actual Analysis (Ontime, Late, Early)
Production Vs Depatch Analysis
Plant Maintenance
Monthly Spares Requirement Plan
Maintenance Cost by Equipment & Group
Monthly Spares Consumption
Maintenance Cost Analysis (Spares, Labor, Ext. services)
Machine Failure Analysis, Work Order Summary
Open Work Orders, MTTR Analysis, MTBF Analysis
Marketing
Opportunities List, Quotations List
Open APQP Project List,
Marketing Monthwise Performance(Territory / Zone /
All over India)
Marketing Performance (Zone / All over India)
Marketing Engineer Performance
HR & Payroll
Monthly Headcount Report
Salary Cost Analysis - Departmentwise
Customer Support
Customer Complaints Analysis
50
Client Testimonials
Roadmap took lesser time for Implementation and integration of all modules including R&D, production, vendor development,
multilevel production process management, exports, imports, after sales was handled in professional way. Our challenges in
spare parts management were efciently addressed by the system. We are very impressed with the ability to deliver what was
promised, on budget, and ahead of schedule.
Mr. R.Mananathan,
Chairman
Manatec Electronics Pvt Ltd.
Roadmap ERP is user friendly and well-structured for our industrial operations. Roadmap's instant MRP generation is
extraordinary, helps us reduce our business cycles. We were able to plan our raw materials 3 months ahead. I strongly recommend
roadmap to tier 1, tier 2 and tier 3 especially for QCD performance. We would recommend and encourage all prospects to
implement Roadmap ERP to remain at par with the competition in such a depressed market.
Mr. S.Chandra Mohan,GM
Mitsuba Sical India Ltd.
Mr. K.N.Raja, MD
Consul Consolidated Pvt Ltd
Roadmap ERP had all modules that we needed from procurement, manufacture, central excise, import, export and to integrated all
14 branches of ours. Automated voucher generation is impressive and it reduced a lot of our human labor. One of the things we
really like about Roadmap is that it has put together by people who listened to their customers on what they wanted to see and how
they wanted the software to behave. Our open statement is that, we have complete control of the functioning of each and every
section and department of our organization.
Mr. R.Ganeshan, VP
VAAS Industries Private Limited
Mr. G.D.Rajkumar, MD
GEDEE WEILER
Mr. Rajarathinam, Director

Autotech Industries
India Pvt Ltd
Our MRP generation is strong and accurate in

controlling purchases and sales, plus no
transaction could be done without proper
authorization which gave us complete revenue
control and visibility of our functions. Roadmap
ERP is user friendly and has provided
outstanding solution for our unique needs.
Specically, their Smart Security tool and
workow process were high-value additions to
our Industry. My thanks to Roadmap Team in
assisting our esteemed, with successful
implementation and giving ongoing support for
our complete and successful functionality.
Roadmap ERP has given us the ability to

improve our bottom line and productivity with
company's wide nancial information at the click
of a button. Roadmap has all features already
available and no customization was practically
required. MRPs, including the reverse planning
could be run on-demand at shortest time based
on the existing stock at all levels, although we
had complicated methods of manufacture.
Inventory control was perfectly balanced in
system against the ones at warehouse.
Roadmap's workow architecture with value
based ow helped us in carrying out multi-level
functions at a click of a button.
Roadmap ERP is scalable and has given an
acceptable response time for transactions,
provides real time data across organization and
has helped in ensuring a smooth functionality ow.
After a preliminary study, they are thorough and
exible in providing a solution that suited our
unique needs. The team is extremely professional
and is always willing to accommodate the changes
suggested and came out with innovative solutions
for many of our requirements. We are now better
able to track transactions through the system and
can take timely decisions.
Mr. Sunil Haridass, MD

APM United Group
Mr. Jeyaraman, Director

Autotech Industries
India Pvt Ltd
Mr. Subramaniyan,
Director Operation
SAC Engine
Components Pvt. Ltd.
57
51
I was most impressed with Roadmap's exibility in

adapting to our specic needs and occasional
variations in project pacing. The cost is much lesser
than the other global ERP competitors in market. Part
Numbering system enabled by Roadmap is very
impressive in terms of its speedy and result.
Roadmap threw a number of people at our project,
analyzed our documentation, learned our business
processes, and provided us a comprehensive
analysis and recommendation for the ERP system
that we ultimately selected.
Roadmap's selection methodology was structured

and all appropriate elements required for a successful
selection process were considered and effectively
executed. Our entire business process and best
practices is now connected on a centralized System;
with which we are now a process driven company. All
our plants are connected to the system, enabling us
to render support on time, on target and at the location
parameter. We are certainly happy that we made the
Enterprise Implementing decision and now we have a
fantastic result.
Roadmap has greatly improved our business

efciency, especially the speed and accuracy of order
processing and the ability to communicate more
swiftly with all our customers. We found the process
of installing Roadmap ERP and customizing it to our
needs very smooth and professionally handled.
Roadmap threw a number of people at our project,
analyzed our documentation, learned our business
processes, and provided us a comprehensive
analysis and recommendation for the ERP system
that we ultimately selected.
s
s
A hub of
Innovative business
solutions

Road Ma Perp Brochure

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Roadmap ERP Overall Business Process for MSME

Receives RFQ &

Request for Price

Receives RFQ &

Request for Price

Send Regret Letter

Register open sales

Request Quote for

Compares the Quote

Prepare Quote &

Receives Quote enter details

Request Item Quote

Run MRP & releases

Places Purchase Order

Converts the process into

Receives Mat. along

Prepares Inspection Doc.

Register Bill, deducts

Prepares Debit Memo

Receives the Invoice from

Registers Debit Memo/

Approves the prole

Open NCR for all

Prepare the payroll considering

Verify the payroll

Gauges Entry with

Send Payment adv.

Sends the Receipt to

Converts the leave

Register Loan request

Post the leave entry

Process the payroll

Upload emp. attendance

Prepares loan document,

Loan payment entry

Roadmap ERP Modules

Sales & Distribution and Quality Control

Planning & Manufacturing

Customer Relationship Management

Roadmap - Customer Relationship Management

Roadmap - Cost Management

Process Costing (Full Absorption / Standard Method)

Operation Costing (Full Absorption / Standard Method) 35

Process / Operational Costing - Key Features

Job Order Costing

Activity Based Costing (ABC)

Roadmap - Sales & Distribution & Quality Control

Gate Entry Management

Roadmap - Supporting Modules

Roadmap - Planning & Manufacturing

Roadmap - Other Modules

Master Production Schedule

Material Requirement Planning

Manufacturing Resource Planning

Roadmap - HR & Payroll Management

HR-Training & Development

HR-Leave & Time Management

Integrate Innovate Succeed

Perfect Fit for MSME

BUSINESS PROCESS CONCLUSION

IT DEPARTMENT AND IT INFRASTRUCTURE

Roadmap - ERP Architecture

Sales & Distribution

Planning & Manufacturing