PROJECT REPORT

ON

ERP
(PRODUCTION)

IN

ECEL
(ESCORTS CONSTRUCTION EQUIPMENT
LIMITED)
 ERP
Enterprise resource planning (ERP) is a company-wide computer software system
used to manage and coordinate all the resources, information, and functions of a business
from shared Data Stores.

An ERP system typically has modular hardware and software units and "services" that
communicate on a LAN. The modular design allows a business to add or reconfigure
modules (perhaps from different vendors) while preserving data integrity in one shared
database that may be centralized or distributed.

ERP has different modules.These modules are:

 ERP Production Planning Module

In the process of evolution of manufacturing requirements planning (MRP) II into ERP,

while vendors have developed more robust software for production planning, consulting
firms have accumulated vast knowledge of implementing production planning module.
Production planning optimizes the utilization of manufacturing capacity, parts,
components and material resources using historical production data and sales forecasting.

 ERP Purchasing Module

Purchase module streamline procurement of required raw materials. It automates the

processes of identifying potential suppliers, negotiating price, awarding purchase order to
the supplier, and billing processes. Purchase module is tightly integrated with the
inventory control and production planning modules. Purchasing module is often
integrated with supply chain management software.

 ERP Inventory Control Module

Inventory module facilitates processes of maintaining the appropriate level of stock in a

warehouse. The activities of inventory control involves in identifying inventory
requirements, setting targets, providing replenishment techniques and options, monitoring
item usages, reconciling the inventory balances, and reporting inventory status.
Integration of inventory control module with sales, purchase, finance modules allows
ERP systems to generate vigilant executive level reports.

 ERP Sales Module

Revenues from sales are live blood for commercial organizations. Sales module
implements functions of order placement, order scheduling, shipping and invoicing. Sales
module is closely integrated with organizations' ecommerce websites. Many ERP vendors
offer online storefront as part of the sales module
.

 ERP Market in Module

ERP marketing module supports lead generation, direct mailing campaign and more.

 ERP Financial Module

Both for-profit organizations and non-profit organizations benefit from the

implementation of ERP financial module. The financial module is the core of many ERP
software systems. It can gather financial data from various functional departments, and
generates valuable financial reports such balance sheet, general ledger, trail balance, and
quarterly financial statements.

 ERP HR Module

HR (Human Resources) is another widely implemented ERP module. HR module

streamlines the management of human resources and human capitals. HR modules
routinely maintain a complete employee database including contact information, salary
details, attendance, performance evaluation and promotion of all employees.

Advantages of ERP Systems

There are many advantages of implementing an EPR system; here are a few of them:A
totally integrated system

• The ability to streamline different processes and workflows

• The ability to easily share data across various departments in an organization
• Improved efficiency and productivity levels
• Better tracking and forecasting
• Lower costs
• Improved customer service

Disadvantages of ERP Systems

While advantages usually outweigh disadvantages for most organizations implementing
an ERP system, here are some of the most common obstacles experienced:
Usually many obstacles can be prevented if adequate investment is made and adequate
training is involved, however, success does depend on skills and the experience of the
workforce to quickly adapt to the new system.

• Customization in many situations is limited

• The need to reengineer business processes
• ERP systems can be cost prohibitive to install and run
• Technical support can be shoddy.
 ERP PRODUCTION

Production Module

In the process of evolution of manufacturing requirements planning (MRP) II into

ERP, while vendors have developed more robust software for production planning,
consulting firms have accumulated vast knowledge of implementing ERP production
planning module. Production planning optimizes the utilization of manufacturing
capacity, parts, components and material resources using historical production data
and sales forecasting.

ERP production module will just handle a tiny portion of production. The module
begins with Product creation. There will be a component master and stage master.
This module is mainly designed to monitor day-to-day production progress. On
completion of any work order information will be passed on to dispatch for delivery.
Reports on delivery schedule will be available in this module.

Production Planning helps an organization plan production with the optimum

utilization of all available resources. Material Requirement Planning is done based on
the production advice generated by the sales department. Feasibility of production is
evaluated using details like raw material availability and procurement time, machine
availability and capacity. A production schedule is generated for all machines where
the scheduling is done in an optimized fashion based on the priorities of production.

Main features of Production and Production planning module:

Production module & Production Planning module:

• Process definition with inputs, outputs, by-products and overheads

• Definition of Bill of Material for all products up to any number of levels
• Planning based on customer wise production advice and sales forecast
• Material requirement planning: MRP based on machine capacity and
availability, machine efficiency, raw material availability, lead time - giving
feasible quantity for production
• Production plan for machines with optimum utilization of all available
resources like raw materials and machines
• Option to revoke production plan to change input parameters/ production
priority quantity using fresh production advice
• Generation of production schedule for machines detailing inputs and outputs
• Generation of process requisition for processes that have to be subcontracted
• Reserving quantity for production
• Automatic generation of job orders for production
• Option to make daily plans for production
 Overview of Oracle Applications
Oracle Applications is a tightly-integrated family of application products that share a
common look and feel. Using the menus and windows of Oracle Applications, you have
access to all the functions you need to manage your business information.

Oracle Applications is highly responsive to users, supporting a multi-window graphical

user interface (GUI) that provides you with full point-and-click capability. You can use
your mouse or keyboard to operate graphical controls such as pull-down menus, buttons,
pop lists, and check boxes.

In addition, Oracle Applications offers many other features such as field-to-field

validation and list of values to help you simplify data entry and maintain the integrity of
the data you enter.

Oracle Applications User Interface includes:

Screen
Window
Window Title
Oracle applications window
Modal window
Form
Block
Field
Record
Tool bar
Status line
Master-detail relation
Combination block

Screen

A screen represents the part of your computer monitor that displays information. A
screen is also referred to as a desktop.
Window

A window is a box around a set of related information on your screen. Many windows
can appear on your screen simultaneously and can overlap, appear adjacent to, or on top
of each other. You can move a window to a different location on your screen.

Window Title

A window title at the top of each window indicates the name of the window, and
occasionally, context information pertinent to the contents of the window. The context
information, which is contained in parentheses, can include the organization, set of
books, or business group that the window contents is associated with.

Oracle Applications Window

Every session of Oracle Applications is displayed in a special window called the Oracle
Applications window. The Oracle Applications window displays form windows and
common elements such as the main menu bar, toolbar, status and message lines. The
appearance of the Oracle Applications window may vary depending on the Browser you
use.

Title Bar

Across the top of the Oracle Applications window is the Title Bar. The title contains the
Oracle Applications title and the icons for minimize, maximize, and close.

Modal Window

Certain actions that you perform in Oracle Applications may cause a modal window to
display. A modal window requires you to act on its contents before you can continue,
usually by choosing OK or Cancel. Examples of modal windows include the list window,
the field editor window, or any error or message window that may appear.

Form

A form is an organized display of fields through which you can quickly and easily access
and enter information to complete a business task. When you use the Navigate window in
Oracle Applications, you navigate to a form. Each form displays one or more windows
and maps to a complete business or task flow. Note that a given window can appear in
more than one form if it accomplishes a task that is part of more than one business flow.
Block

Every Oracle Applications window consists of one or more blocks. A block contains
information pertaining to a specific business entity. All required fields in a block must be
completed before you can move to the next block. Generally, the first or only block in a
window assumes the name of the window. Otherwise, a block name appears across the
top of the block with a horizontal line marking the beginning of the block.

Field

Each block contains fields you use to enter, view, update, or delete information. A field
prompt describes each field by telling you what kind of information appears in the field
or what kind of information you should enter in the field. Fields are color coded to
indicate their type.

White Fields - allow data entry

White Fields with Green Underlined Text - indicate drill-down capability
Yellow Fields - require data entry
Gray Fields with Black Text - are display-only
Gray Fields with Gray Text - are disabled
Blue Fields - indicate fields to use in Query-Enter mode

Record

A record is one occurrence of data stored in all the fields of a block. A record is also
referred to as a row or a transaction, since one record either corresponds to one row of
data in a database table or one logical transaction.

The Submit Request window is an example of a single-record block. To view the next
record of information, use the down arrows on your keyboard. The up arrow takes you to
the previous record.

Status Line

The status line appearing below the message line of a Oracle Applications window
displays status information about the current window or field. A status line can contain
the following:

o Record: 1/3--this example indicates that the current record is one

of three records in the current block. If an undetermined number of
records have been retrieved, the message will appear as 1/?.

o Enter-Query--this phrase indicates that the current block is in Enter

Query mode, so that you can specify search criteria for a query.
o List of Values--this lamp appears when a list of values is available
for the current field.
 Components of the User Interface

1. Oracle Applications Window

2. Title Bar
3. Menu
4. Toolbar
5. Window Title
6. Required Field
7. Field (display only)
8. Region Title
9. Disabled Button
10. Checkbox
11. Region Border
12. Button (enabled)
13. Message Line
14. Status Line

15. Option Group

16. Selected Option
17. Disabled Option
18. Pop list

19. Current Record Indicator

20. Scroll Bar
 ERP SOFTWARE INTERFACE (PRODUCTION MODULE)

The Production module consists of two main menus:

1. Manufacturing & Distribution management.

2. Miscellaneous Transactions.
The Manufacturing & Distribution management. Menu contains different sub-
menus these are as follows:

1) Inventory
2) Bill of Material (BOM)
3) Engineering
4) Cost
5) Material Planning
6) Capacity Planning
7) Purchasing
8) WIP
9) Order Management
10) Quality
11) Others

Sub Menus Under Manufacturing & Distribution Management Menu

 MASTER ITEMS

The master item record is required for the management of product structures and bill of
materials (BOM). Master items represent a product, a subassembly or subcomponent
and are identifiable by its number. Master items contain metadata which is linked to
further documents and information. Along with bill of material comparison it provides a
fast efficient overview of all differences and all document changes to ensure the
transparency of your data.

Master Items can be synchronized bidirectional with your ERP systems.

• Differentiation of master items and documents (1 to many relationship)

• Revisioning of master item and bill of material
• Easy and fast bill of material comparison
• Bidirectional integration into Enterprise Resource Planning (ERP)

STEPS TO OPEN MASTER ITEMS FORM

 Manufacturing & Distribution Management

 Inventory
 Items
 Master Items.
 Master Item Form

WINDOW FOR CREATING MASTER ITEMS (F4)

Adding name and description of the item:
TO SET THE ITEM TYPE (REFERENCE,PHANTOM, PURCHASE ITEM)
USING COPY FROM OF TOOLS MENU

To Create an Item Type

1. If you do not already have a data store open, select New from the File
menu to create a new data store to define this new item type. Then define
a new item type in the navigator tree by choosing New Item Type from the
Edit menu. An Item Type property page appears.

2. Every item type has an all-uppercase internal name, which is a

maximum of eight characters long.

3. Enter a translatable Display Name that is longer and more descriptive.

You can also supply a description for the item type.

4. Specify a persistence type of Temporary or Permanent. If you set the

persistence type to Temporary, then specify the number of days from the
time the item instance completes before its status audit trail can be
purged.
5. If your item type has or will have more than one workflow process
associated with it, you may specify a selector function using the syntax
<package_name>.<procedure_name>. The selector function is a PL/SQL
stored procedure that automatically identifies the specific process
definition the Workflow Engine should execute when a workflow is initiated
for this item type. You can also extend the selector function to be a
general callback function that resets context information each time the
Workflow Engine establishes a new database session to execute
activities.

6. Choose Apply to save your changes.

7. Select the Roles tab page to specify the roles that have access to this
item type.

8. Select the Access tab page to set the access and customization levels
for this item type.

9. Choose Apply to save your changes, OK to save your changes and

close the property page or Cancel to cancel your changes and close the
property page.

10. A secondary branch appears in the navigator tree that represents the
item type you just created. You can review or edit the properties of this
item type at any time by double-clicking on the item type in the navigator
tree or by selecting the item type and choosing Properties from the Edit
menu.

11. Define as many item type attributes as necessary to use as global

variables in your process. You use these item type attributes to pass
values to and from your function, notification, and event activities

Window for creating Item Type

 TO SET ORGANIZATION ASSIGNMENT

Window for selecting the related organizations.

 TO SET CROSS REFERENCE

How to establish item cross-references?

Items you want to reference from are source items. Items you want to reference
to are target items. After you have the appropriate item-user role assigned to you
for the source item, for example Design Engineer, you can cross reference the
item. Typically the seller establishes the item cross-reference as a service to (the
buyer). This is strictly a business policy decision. The Exchange enables either
trading parties to establish the item cross-reference. After the cross-reference is
established, then the trading parties can load an item using the subscriber's item
name, for example, the other trading party's item name. The user loading the
subscriber's item number continues to view their item number as well.

To cross-reference items manually:

1. Access the Supply Chain application (on the Home page,
click the "Supply Chain" link).

2. Click the Admin tab.

3. On the Admin page, click the "View Items" link.

4. Search for the source item and click its name in the search
results.

5. Click the "Alternate Item Identifiers" link.

6. On the item's Alternate Item Identifier page, click Add.

7. Select the trading partner and the item number of the target.

8. Click Done or Add Another.

CROSS REFRENCE SETTING FORM

To cross-reference items through bulk uploads:

1. Access the Supply Chain application (on the Home page,

click the "Supply Chain" link).

2. Click the Admin tab.

3. On the Admin page, click the "Bulk Load Item Cross-

References" link.

4. Download ItemCrossRefTemplate.zip which includes:

o Excel spreadsheet examples illustrating how to load

items and cross-references.

o A .txt file that can be opened and edited in Excel or

another spreadsheet.

o General instructions for saving your file in the

correct .txt format for loading.

5. After you fill out the alternate item identifiers spreadsheet

template, click Browse to select it.

6. Click Start Load Now.

 REVISION OF A MASTER ITEM

To Create a Revision for an item:

To create item revisions, one must have the privileges "View Item Revision List"
and "Add/Delete Item Revision" for the item. These privileges are contained in
Item seeded roles (Item Owner, Design Engineer, and Product Manager).

1) From an Item Summary page, navigate to the Revisions page; click Edit in
the Revisions section.

2) On the Revisions page, click Add.

3) On the Add Item Revisions page, enter the required information.

Reason
The reason code identifies the primary reason for creating the specific revision.

Status
Specify the status of the item. For example, Design, Prototype, Released and
Obsolete are valid item revision status identifiers.
Revision
Specify a revision identifier that uniquely identifies the revision among all
revisions of an item.

TO SEARCH AN EXISTING ITEM (F11 . CTRL+F11)

ENTER THE ITEM CODE AND F11

 BILL OF MATERIALS

A bill of material contains information on the parent item, components, attachments, and
descriptive elements. Each standard component on a bill can have multiple reference
designators and substitute components.
You can create either engineering or manufacturing bill, copy an existing bill, or
reference a common bill. When you create a bill, it exists only in the current organization.
To use a bill in another organization, you must either copy it or reference it as a common.

A bill of materials is a list that specifies the parts used to build a product. When a
company produces a product, it must keep track of the materials and components used in
its creation. This bill of materials must be included with the product before shipping it to
a merchandiser, client, or buyer. Generally, it is included inside the box in which the
product is shipped.

Bill of materials (BOM) is a list of the raw materials, sub-assemblies, intermediate

assemblies, sub-components, components, parts and the quantities of each needed to
manufacture an end item (final product)

It may be used for communication between manufacturing partners or confined to a

single manufacturing plant.
A BOM can define products as they are designed (engineering bill of materials) as they
are ordered (sales bill of materials) as they are built (manufacturing bill of materials) or
as they are maintained (service bill of materials)

A BOM can be displayed in the following formats:

• A single-level BOM that displays the assembly or sub-assembly with only one
level of children. Thus it displays the components directly needed to make the
assembly or sub-assembly.
• An indented BOM that displays the highest-level item closest to the left margin
and the components used in that item indented more to the right.
• Modular (planning) BOM

An engineering bill of materials (EBOM) is a type of bill of materials (BOM) reflecting

the product as designed by engineering, referred to as the "as-designed" bill of
materialsThis BOM includes all substitute and alternate part numbers, and includes parts
that are contained in drawing notes.

To Create a Bill of Material(BOM):

1. Navigate to the Bills of Material window.

If your current responsibility does not include the Privilege to Maintain
security function, you can only view bill information. If so, enter selection
criteria in the Find Bills window and choose the Find button. The Bills
Summary folder window appears.

2. Enter the parent item for which you are creating a bill, and if you are
creating an alternate bill, enter the alternate.
Bills and routings can share alternate labels. If you create an alternate bill
with the same label as an alternate routing, components are assigned to
operations on the alternate routing. If there is no routing with the same
alternate label, components are assigned to operations on the primary
routing.

3. Enter or select the revision and the revision date.

4. If you are updating or viewing a bill, use the Display pop list to display
all, current, or future and current components effective as of the revision
date you specify. Check the Implemented Only field to further restrict the
components to display.
The Bills of Material window contains the following tabbed regions: Main,
Effectivity, Component Details, Material Control, Order Entry, Shipping,
and Comments.

5. Enter the item sequence, operation sequence, and the component item.
6. In the Main tabbed region, enter the quantity used to make one unit of
this assembly item at the current operation.

7. Open the Date Effectivity tabbed region and enter the effective date
range for each component.

8. Open the Unit Effectivity tabbed region and verify the following:
The Implemented check box indicates whether the component is
implemented.
Checked: Component is on a pending Engineering Change Order (ECO)
Unchecked: Component is on implemented ECO or was added directly to
the bill.

9. Open the Component Details tabbed region and enter the planning
percent. Enter the yield.
Enter the Enforce Integer Requirement, or select a value from the list of
values. Acceptable values are up, down and none..
Indicate whether the component should be included in cost rollups. If
enabled, the material cost of this component, but not the routing cost, is
included in the cost of the parent item.

10. Optionally, open the Material Control tabbed region and enter the
supply type.

11. For model, option class, and kit bills, open the Order Entry tabbed
region and enter the minimum and maximum sales order quantities.

12. Open the Shipping tabbed region, and choose whether the component
should be listed on shipping documents, required to ship, or required for
revenue.

13. Choose buttons to perform related tasks:

Navigation to the Bills Menu

 TO CREATE BOM

We can create primary as well as engineering bill of material (BOM)

ENTER THE ITEM CODE AND THE DETAILS AND SAVE

1.PRIMARY BOM
 2. ENGINEERING BOM (ALTERNATE-ENGG BOM)

TO CREATE AN E-BOM OF AN EXISTING M-BOM

1. Select the item code for which you want to create the E-BOM.
2. Select the copy bill from option from the tools menu.
3. Enter the item code in the copy from window which appears.
4. Then click the copy option on that window.and you will get a
confirmation dialog box
5. All the details of that code will be copied in that form, now save the
details.
6. E-BOM created.

Selecting the copy from option of the tools menu.

Entering the item code in the copy from window and copying the details

TO CHANGE THE EFFECTIVE DATE

TO SEARCH AN EXISTING BOM OR E-BOM ( F11 AND CTL+F11)

TO FIND ITEM WHERE USED

TO FIND INDENTED BILLS
EXPORTING OF BOM TO EXCEL
EXPORTED BOM
 Details of the items used.

RECEIVING TRANSACTION SUMMARY

TO FIND RECEIVING TANSACTIONS

TO CHECK THE MATERIAL REQUIREMENT ON THE BASIS OF JOB
CODES.
 TANSFER TO MANUFACTURING

Window for transferring the item to manufacturing.