Compiere Service Catalog

Masters Management

  • Abort Workflow Process
  • Attachment
  • Business Partner
  • Change Audit
  • Currency Rate
  • Customer with no sales
  • Data access audit
  • Deactivate Salesman
  • Define tree
  • Define Branch
  • Define Branch Type
  • Define Channel (BP Group)
  • Define Company
  • Define Country, Region and City
  • Define Currency
  • Define Currency Type
  • Define Customer Class
  • Define Customer Program
  • Define Document Sequence
  • Define Document Type
  • Define Hierarchy Mapping
  • Define Locator
  • Define Nationwide Sales Target
  • Define Outlet Type
  • Define Region
  • Define Role
  • Define Role Access
  • Define Salesman Hierarchy
  • Define Sub Channel
  • Define Tax Category
  • Define Tax Rate
  • Define User
  • Define Warehouse
  • Department
  • Document Base Type
  • Expense Type
  • Generate customer list by salesman
  • Generate Salesman list (Partner window )
  • Group of Attributes
  • Import Currency Rate
  • Manage Attribute Schema
  • Manage Customer (Partner-Customer)
  • Manage Partner
  • Manage Partner Group
  • Manage Payment Threshold
  • Manage Region, Area and Territory Mapping
  • Manage Salesperson (Partner - Salesrep)
  • Manage Territory
  • Manage Transaction Attributes
  • Manage Vendor
  • Master Customer Change List
  • Master Customer Change List_All
  • Master Customer Change List_Direct
  • Master Customer Change List_Indirect
  • Master Customer List_All
  • Master Customer List_Direct
  • Master Customer List_Indirect
  • Master Salesman Change List
  • Master Vendor Change List
  • Number Translation
  • Partner Attributes
  • Partner Audit Log
  • Partner Bank Account Report
  • Partner Info form
  • Print Form
  • Print Format
  • Print Paper
  • Print Table Format
  • Process Audit
  • Program Threshold Mapping
  • Sales Person
  • Session Audit
  • Set Credit limit
  • System receipt by salesman
  • System receipt Update by salesman
  • Transfer Customers
  • Vendor List Report

Product

  • Manage Product
  • Bill of Material Product listing
  • Manage Product Categories
  • Manage Unit of Measure
  • Manage Tax Rates
  • Manage Price List
  • Category Level Ledger Mapping
  • Manage Product License No
  • Manage HSN Codes for Products & Services
  • Create Services as Products & classify Product Type as Services
  • Manage Product Groupings for Internal MIS Analysis

Inventory

  • Manage multiple warehouse/locators
  • Inventory Tracking by LOT(Specific batch of an item) & Batches
  • Attribute wise product costing
  • Warehouse Transfers for branches

Business Partner Group

  • Manage Vendors details
  • Manage Customers details
  • Manage Employee Details
  • Track Statutory Registration
  • Manage License Number
  • Manage Multiple Address
  • Group Level Ledger Mapping
  • Manage Business Partner both as Vendor & Customer with same ledger postings

Organization

  • Maintain Multiple Organization
  • Manage Chart of Accounts
  • Manage Multiple Document Types
  • Manage multiple currency with exchange rates
  • Manage multiple payment terms
  • Manage Multiple Document Sequence Numbering for different Document Types in same Organisation
  • Manage Multiple Sales Regions for internal MIS Analysis
  • Manage creation of multiple users & assigning multiple roles for User Approval Matrix

Taxes Banks

  • Maintain Multiple Tax Category
  • Manage Multiple Tax Rates
  • Tax Rate level account postings
  • Manage Multiple Bank Accounts
  • Bank Level Account Postings
  • Manage Check In Transfer /Check unallocated Receipts for unallocated Payments & Receipts
  • Manage Bank Reconciliation through Contra Entries between Banks
  • Manage Petty Cash for handling internal company day-to-day expenses

Managing Opening Data Setup

  • Manage Import of Business Partners including Customers, Vendors & Employees
  • Manage Import of Chart of Accounts for Organisations
  • Manage Import of Product with Lot, Serial Numbers
  • Manage Import of Opening Stock through Physical Inventory Process
  • Manage Import of Opening Balances (Trial Balance) for various Organisations
  • Manage Import of Open Invoices (Partially Paid Invoices)

Product Management

  • Product BOM(Bill Of Materials) Configuration
  • UOM(Unit Of Measure) Conversion Management
  • Import Customer Loader Format
  • Import Product/Price Loader Format
  • Import Rule Set
  • Import Vendor Loader Format
  • Inventory Reports from Scan Session
  • Manage Price List
  • Manage Product
  • Manage Products specific to Store
  • Manage Scan Device
  • Manage Scan Session
  • Export Vendor Price List to FTP(File Transfer Protocol) Server
  • Actual vs. Future Price List Report
  • Sales Price List Management

Material Management

  • Customer material policy is FEFO (First Expiry First Out)
  • Customer captures lot and expiry date of product
  • The customer manages their product hierarchy
  • Business intelligence reports
  • Product Stage
  • Product Rank
  • Manage Product
  • Discontinue Product
  • Deactivate Product
  • Physical Inventory
  • Manage Fleet
  • Manage Gift Product
  • Manage Tally Sheet
  • Branch Transfers
  • Manage Product with supplier and pricing
  • Bill of Materials for Re-Mfg products
  • Manage Price List with different currency/precision
  • Manage Warehouse including VMI(Vendor-managed inventory) warehouse
  • Manage Stock Count during year-end
  • Cargo Movement for the stock
  • BL No(Bill Of Landing) Tracking stock in transit
  • Attribute Set Instance
  • Branch Transfer Confirmation
  • Branch transfer Picking
  • Consignment Order
  • Consignment Order Report
  • Consignment Settlement
  • Contract No
  • Define Attribute Set
  • Define Discount Schema
  • Define Pricelist
  • Define Pricelist version
  • Discontinue Product
  • Generate AP Payment Batch
  • Generate transport manifest
  • Internal Move Confirmation
  • Internal Transfer
  • Inventory Move
  • Inventory Transaction Report
  • Lot Control
  • Manage Abbott Product
  • Manage Allocation Type
  • Manage Asset Group
  • Manage Division (Area)
  • Manage Division (Internal)
  • Manage Group Family
  • Manage Item Constant View
  • Manage Item List
  • Manage LRP Map
  • Manage Market Research
  • Manage Master Plan (Weekly)
  • Manage Master Plan for promotion
  • Manage NTA Product
  • Manage P&L Map
  • Manage Product category
  • Manage Product Category AC Neilson
  • Manage Product Key Brand
  • Manage Product Mapping
  • Manage Product Type
  • Manage route
  • Manage SKU Group
  • Manage Stage Group
  • Manage Sub Product Type
  • Manage Transport Manifest
  • Master Inventory Report
  • Master Price List Change Report
  • Master Product Change Report
  • Move confirmation
  • Physical Inventory Authorization
  • Physical Inventory Authorization Gift
  • Product Category (Brand)
  • Product Division
  • Product form
  • Product Franchise
  • Product Line
  • Product State
  • Product UOM
  • Receiving Branch Transfer
  • Sending Branch Transfer
  • Stock On Hand Report
  • Storage Detail
  • Trade AP Payment Report
  • Transaction Detail Report
  • Transport Manifest Report
  • UOM Conversion
  • VAS Report

Price Management

  • Margin based Selling Price calculation
  • Markup/Markdown Management
  • Wholesale Price Management
  • Batch update of Selling Prices of products
  • Configure GST Taxes
  • Manage/Apply Gate Keeping Margins
  • Multi-pricelist management
  • Provision for capturing Tax Collected at Source in Goods Receipt Note

Purchase Management

  • HHT(Hand Held Terminal) App Integration for Purchase Order
  • Manage Purchase Return
  • Scan session based Purchase Order
  • Scan Session Import
  • Set Current Vendors in batches
  • Vendor Ranking
  • Create/Manage purchase Orders
  • Purchase Order generate based on Ordering Methods
  • Purchase Order based GRN(Goods Receipt Note)
  • Hand Held Terminal App for receiving stock
  • Capture Overheads for accurate Cost
  • Print Barcode stickers from GRN(Goods Receipt Note)
  • Manage Purchase Return
  • Accounts Payable Credit Memo Management
  • Batch generation of Accounts Payable Invoices
  • Consolidate payments by vendors/invoices
  • Raise quotation and invite vendors
  • Best price response from invited Vendors
  • Raise PO(Purchase Order) from RFQ(Request For Quotation) response
  • Raise Purchase with regular suppliers
  • Raise partial vendor shipment from a single Purchase Contract
  • Tracking Bill of Landing for Vendor Shipment
  • Automate Invoicing from Vendor Shipment
  • Allocate Landed cost for Vendor Shipment
  • Email  Print documents to Vendor
  • Generate VendorShipment from Purchase Order
  • Generate Payment from Invoice
  • Create Invoice Line from PO
  • Create MR Line from Order
  • Create Receipt from Invoice
  • Generate GRA
  • Insurance, Import duty and Tax
  • Loan Report
  • Manage Material Receipt
  • Manage Purchase Order
  • Manage Vendor Payment
  • Match PO, Receipt and Invoice
  • Obligation
  • Outstanding Loan Detail
  • Payment Allocation (AP)
  • Print Receipt (GRN)
  • Process Invoice
  • Process Purchase order
  • Process Receipt
  • Purchase Order Detail
  • Purchase order summary
  • Receipt Details
  • Receipts not matched
  • AR Extract Encryption
  • Batch complete AR payment
  • Batch Complete NTA AP Invoice Screen
  • Batch Complete NTA Payment - AP
  • COGS Adjustment
  • Complete VAT Transfer (Trade)
  • Complete Allocation -Validate invoice attributes and Create VAT Transfer
  • Complete AP Payment
  • Complete Invoice-NTA AP Invoice
  • Complete Transfer - Update Invoice
  • Complete VAT Transfer - Update invoice
  • Confirm Invoice-NTA AP Invoice
  • Confirm Recommended Shipment
  • Create AP Payment
  • Create Forex Invoice (Transaction in VND)
  • Create Inter branch Invoice
  • Create Inter branch Payment
  • Create Lines from NTA PO
  • Create NTA AP Invoice
  • Create NTA AP Invoice without PO
  • Create Transfer
  • Define Invoice Type
  • Define Rejection Code
  • Export Payment Summary to SFTP
  • Export Scheduled Shipments
  • Forex Gain or Loss
  • Generate NTA Payment AP
  • Generate Payment Summary
  • Generate Payment XML
  • Generate Treasury Encryption
  • Import Invoice for allocations(HSBC)
  • Import NTA AP Payment
  • Import NTA Purchase Order
  • Import Payment Form (HSBC)
  • Import Payment(HSBC)
  • Import Purchase Order
  • Import Recommended Shipment
  • Invoice (Vendor)
  • List Of GRN By Branch
  • List Of GRN By Company
  • Manage Clearing Account
  • Manage Net off Payment
  • Manage NTA AP Invoice
  • Manage NTA Payment AP
  • Manage NTA Purchase Order
  • Manage Payment AP
  • Manage VAT Transfer (Trade)
  • Manage VAT Transfer (write off / declared/Undeclared)
  • Master NTA PO Change List
  • Master NTA PO Report
  • Material Receipt Authorization
  • NTA AP Invoice Batch Complete
  • NTA AP Invoice Confirmation
  • NTA AP Payment batch complete
  • NTA AP Payment batch update
  • NTA Payment Allocation - AP
  • NTA Payment Allocation AP
  • NTA Payment AP- DPO Report
  • NTA Payment Term
  • Payment Allocation - AP
  • Payment File Encryption
  • Payment File Report
  • Payment File Scheduler
  • Post Clearing Account
  • Post Forex Invoice (Transaction in VND)
  • Post Inter branch Invoice
  • Post Inter branch Payment
  • Post Invoice-NTA AP Invoice
  • Post Net-Off Payment
  • Post Payment-NTA Payment-AP
  • Post VAT Transfer
  • Post VAT Transfer (Trade)
  • Re-print Payment Summary
  • Reject Invoice
  • Synch VAT Transfer
  • Treasury File Encryption
  • Validate Invoice Line
  • VAT Net Off
  • VAT Replenishment
  • VAT Transfer Form
  • Void NTA Purchase Order

NGERP Data Archival: Data Cleanup Management

  • Cleanup scripts Branch
  • Cleanup Scripts HQ
  • Environment Setup
  • Production Setup

Procurement Management

Purchase Order

  • Creation of Purchase Orders - Local, Interstate, Import
  • Automatic Tax Rate for products
  • Print of Purchase Order
  • Generating Material Receipt

Material Receipt

  • Lot Based Product Receipt
  • Manual Lot creation
  • Automatic Unit of Measurement
  • FIFO Based Costing
  • Manage partial Material Receipts for a single Purchase Order
  • Manage Barcode scanning & printing

Invoice Vendor

  • Creation of Purchase Invoices from Material Receipt - Local, Interstate, Import
  • Non-Product based Service Invoices
  • Selection of Payment Terms
  • Allocation of Landed costs
  • Posting based on exchange rate
  • Posting to correct Ledger A/c
  • Manage Foreign Exchange Gain/Loss when Debit Note is allocated with an Invoice Vendor & Bank Payments
  • Manage combination of GST & TDS taxes with correct ledger postings
  • Manage combination of RCM & TDS taxes with correct ledger postings
  • Manage GST Postings with correct ledger postings

Purchase Reports

  • Master Detail AP(Accounts Payable) Report
  • Unallocated AP(Accounts Payable) Payment Report
  • Vendor Ledger Trade
  • Detail Vendor Ledger
  • NTA(Non Trade Accounting) Payment Report-With PO(Purchase Order)
  • NTA(Non Trade Accounting) Payment Report-Without PO(Purchase Order)
  • Master NTA(Non Trade Accounting) PO(Purchase Order)
  • Change List
  • Master NTA(Non Trade Accounting) PO(Purchase Order) Report
  • Open NTA(Non Trade Accounting) PO(Purchase Order) Report
  • PO(Purchase Order) Matching Details
  • PO(Purchase Order) Matching Report
  • Product Cost Detail
  • Product Cost Summary
  • Reversal Void Invoice List
  • RMA Summary
  • Storage Detail
  • Vendor List Report
  • Partner Bank Account Report
  • Generate Payment Summary Report
  • AP(Accounts Payable) Payment Status Report
  • List of Payment Summary Report
  • Master AP(Accounts Payable) Payment Change List
  • Payment File Report
  • Purchase Summarty Report
  • Purchase Tax Report with GST
  • Purchase Summary Report with GST
  • Vendor Analysis Report
  • Fill Rate By Purchase Order
  • Fill Rate Report by Product
  • Fill Rate by Vendor
  • Vendor Ledger Report
  • Purchase Order Matching Report
  • Purchase Order Status Report
  • Purchase Attribute Report
  • Purchase Detail Report
  • Purchase Detail Report with GST
  • Purchase Order Matching Report with GST
  • Purchase Return Detail Report
  • Purchase Return Detail Report with GST
  • Purchase Return Summary Report
  • Purchase Return Summary Report with GST
  • HSNCode(Harmonized System Code) Wise Purchase Tax Report
  • Date Wise Purchase Tax Report
  • Batch Deactive/Reactive List
  • Promotion Deactive List
  • GRN List without AP Invoices
  • Replenish Report

Inventory Management

  • Manage Products and Product Attributes
  • Multiple unit of measurements
  • Configure and print multiple barcodes
  • Produce packaged products
  • Opening Stock Update
  • Cycle Counting and Inventory Adjustment
  • Stock Transfers
  • Inventory Movement Package
  • HHT(Hand Held Terminal) based Stock Take
  • HHT(Hand Held Terminal) based Barcode scanning/printing
  • Pick List Generation
  • HHT(Hand Held Terminal) based goods Receipt
  • HHT(Hand Held Terminal) based Vendor Return
  • Stock Adjustment via Scan Session
  • Automated Replenish Qty setting for products
  • Auto Purchase Order generation based on Product Replenish Qty
  • Branch Transfer Confirmation Gift
  • Branch Transfers Gift
  • Closing Inventory By Branch
  • Closing Inventory By Company
  • Consignment Master
  • Create Internal Transfer Gift
  • Export XML file for printing internal transfer
  • Gift Product Report
  • Import Consignment Master
  • Import Tally Sheet
  • Internal Move Confirmation Gift
  • Internal Transfer Gift
  • Manage Physical Inventory Gift
  • Manage Tally Sheet
  • MEMO: Short Dated Inventory Control
  • Metro Transfer
  • Stocktake Adjustment
  • Stocktake Adjustment Authorization
  • Tally Sheet Confirmation

Material Issue

  • FIFO based Lot Product Material Issue
  • Manage Lot Based Product
  • Manage FIFO Based Product for NON-LOT Products
  • Automatic Unit of Measurement
  • FIFO Based Costing
  • Print of Material Issue

Issue Return

  • FIFO based return of product
  • FIFO based Costing

Warehouse Transfer

  • FIFO based Lot Product Warehouse Transfer
  • Automatic Unit of Measurement
  • FIFO Based Costing
  • Print of Warehouse Transfer
  • Manage Lot Based Product Transfer
  • Manage FIFO Based Product Transfer for NON-LOT Products

Inventory Reports

  • Item Master Report
  • Stock On Hand Report
  • Inventory Transaction Report
  • Inventory InOut by Company/Branch
  • Inventory In by Company/Branch
  • Inventory Out by Company/Branch
  • Closing Inventory by Company/Branch
  • FIFO Inventory Report
  • Cost of Goods Sold Report
  • Inventory Shelf Life Report
  • Master Inventory Report
  • Inventory Valuation Report
  • Inventory Write-Off Report
  • List of GIT(Goods InTransit) Import
  • List of Goods Issue Note
  • List of Goods Returned
  • List of Goods Receipt Note

Logistics Report

  • Stock Transfer Completed Report
  • Stock Transfer Pending Report
  • InTransit Report
  • Stock Adjustment Report
  • Storage Detail Report
  • Transaction Attribute Report
  • Vendor Wise Purchase Report
  • Stock Value Report
  • Stock Aging Report
  • Product Expiry Detail Report
  • Scanned/Missed Stock Take Locator Detail

Relationship Management

  • Configure Customer Program
  • Configure Customer Class
  • Manage the threshold limits of the customer
  • Manage the threshold limits of the customer
  • Configure Sub Channel
  • Configure Sales Person
  • Business Intelligence reports
  • Configure Credit limit
  • Configure Approval level
  • Configure Email
  • Configure Partner Price List
  • Capture Partner Audit Log
  • Manage Customer Details
  • Manage Vendor Details
  • Manage Employee Details
  • Manage Customer Credit Limit
  • Manage Vendor Credit Limit
  • Maintain Location for shipping
  • Maintain Location for invoicing

CRM & Promotions Management

  • Quickly Configurable Promotions
  • Bill Wise Promotions
  • Item Wise Promotions
  • Product Attribute Wise Promotions
  • Coupon Promotion
  • Cash Discounts
  • Loyalty Card and Points
  • OTP(One-Time Password) for Voucher Printing
  • Points, Coupon Redemption
  • Promotion based sales reports
  • Automatic Promotion Close
  • Customer vs. Sales Tracking
  • Apply Highest Promo Discount

Point of Sale

  • User-friendly user interface
  • Customer Info - F2
  • Weighing Scale Integration
  • Voucher Redemption
  • Free Item Promotion
  • Price Promotion
  • Bill-Wise Promotion
  • Advanced Pay Modes
  • Capture Denominations - F7
  • Bill Search - F9
  • Item Search - F12
  • Item Delete - F11
  • Bulk Item Delete - Insert
  • Customer Creation - F2
  • SMS Integration
  • Cash Drawer Integration
  • Pole Display
  • Daily Counter Closing
  • PayTM Integration
  • Bill Discount
  • Calculator Utility
  • Capture Door Delivery Sales
  • Capture eCommerce Sales
  • Order Number Display
  • Formatted Bill
  • Total Items Display
  • Total Qty Display
  • Last Scanned Item Display
  • Cashier Info Display
  • Last Bill Display
  • Last Bill Amount Display
  • Price change
  • Qty change
  • Paymode change
  • Capture original bill info for Refund/Exchange orders
  • Daily Counter Closing
  • Point of Sale Daily Settlements
  • Quick Product Search
  • Easy Customer Search
  • Bill Search for reference
  • Manage Quotations
  • 2-Step PIN Device Integration
  • A4 Invoice Printing in POS(Point Of Sale)
  • Configuration based Shortcut Key for Tender Process
  • Warehouse Orders
  • Line Delete
  • View Sales Order
  • SalesRep selection in POS(Point Of Sale)

Sales Order Management

Sales Indent

  • Creation of Sales Indent/Quotations to Customers - Local/Interstate & Export
  • Managing Document Level Discounts through % Percentage feature
  • Generating Partial Sales Orders for Sales Quotations
  • Loading Pending items as a new Sales Indent
  • Assigning Warehouses & LOT for Products to be sold
  • Automatic Tax Rate for Products

Sales Order

  • Creation of Sales Orders - Local, Interstate, Import
  • Automatic Tax Rate for products
  • Print of Sales Order
  • Generating Dispatch from Sales Order

Shipment

  • Manage Lot Based Product Dispatch
  • Manage FIFO Based Product Dispatch for NON-LOT Products
  • FIFO based Lot Product Dispatch
  • Automatic Unit of Measurement
  • FIFO Based Costing
  • Print of Shipment Document
  • Manage Multiple Shipments for 1 Sales Order

Invoice Customer

  • Creation of Sales Invoices from Dispatch - Local, Interstate, Import
  • Direct Service Invoices
  • Selection of Payment Terms
  • Posting based on exchange rate
  • Posting to correct Ledger A/c
  • Print of Sales Invoice
  • Manage Foreign Exchange Gain/Loss when Credit Note is allocated with an Invoice Customer & Bank Receipts
  • Manage combination of GST & TCS taxes with correct ledger postings
  • Manage the Sales Order
  • Available to Promise Verification
  • Create Sales Order with Promotion
  • Duplicate Order Checking
  • Credit Limit checking
  • 90 days backdated validation
  • Document type based warehouse restriction
  • Campaigns validation
  • Generate Purchase Order from Sales Order
  • Subscription and renewal frequency - we can remove this
  • Batch Sales Order Approval
  • Sales Order Integration with SFA(Sales Force Automation)
  • Multi Campaign in Single SO(Sales Order)
  • Packaging Sales based on BOM(Bill Of Materials)
  • Daily Sales Outstanding Validation
  • Generate Payment from Invoice
  • Generate Purchase Order from Invoice customer (Inter Company)

Sales Management

  • Raise Inquiry to follow customer
  • Raise Quotation and agree with the Price
  • Convert Sales Quotation to Sales Contract
  • Track country and port during sales processing
  • Weekly based Release for VMI(Vendor-Managed Inventory) customers
  • Manual Release from the single Sales contract
  • Automate Invoicing from Release
  • Track Sales against Project/Campaign to promote/increase sales
  • Email Alert Print documents to Vendor
  • Generate Release from Sales Order
  • Dunning Process
  • Invoice (Customer)
  • Invoice Print
  • Invoice Wizard
  • Aging Report
  • Allocation NTA Receipt
  • Apply Payment Term discount
  • Approve/Reject Indirect Commercial Discount
  • AR Extract Report
  • Bad Debt Written Off
  • Batch DSO Order Approval
  • Batch Sales Order Approval
  • Batch Sales Order Complete
  • Calculate Commercial Discount
  • Cancel Commercial Discount
  • Cash book Non Trade
  • Cash book Trade AR
  • Cash book Trade AR –Role
  • Cash Journal Detail
  • Cash Receipt Voucher Number
  • Check Customer Credit
  • Check order duplicates
  • Commercial Discount Change List
  • Commercial Discount Invoice Print
  • Commercial Discount Rejection
  • Complete AR Receipt
  • Complete Invoice-NTA AR Invoice
  • Complete sales order confirmation
  • Confirm Export-Import Sales Order – DMS
  • Consignment Type Order
  • Create Inter branch Receipt
  • Create NTA AR Invoice
  • Create Sales Order with Promotion
  • Credit Limit Approval
  • Credit Limit Extension Report
  • Credit Limit Override Report
  • Credit Limit Request
  • Credit Limit Temporary Change Report
  • Customer Exchange (different price)
  • Customer Exchange (Same Price)
  • Customer RMA Authorization
  • DA - Discount Invoice (Print)
  • Daily Sales Report
  • Deactivate Marketing Campaign
  • Define Credit Limit Approval Levels
  • Define Credit Limit Flexibility Percentage
  • Define Return Policy
  • Define RMA Category
  • Delivery Confirmation Detail Report
  • Delivery Order Confirmation Report
  • Display Order
  • DO Confirm
  • Document Status report
  • DSO Sales Order Approval
  • Early Payment Report
  • Email Notification
  • Export Aging Report
  • Export AR Dashboard Update
  • Export AR Invoice
  • Export AR Payments
  • Export Average SKU per Order
  • Export Average Value per Order
  • Export Customer
  • Export Marketing Campaign - DMS
  • Export Order Delivery Status
  • Export Payment Collection
  • Export Price - DMS
  • Export Product - DMS
  • Export Sales Order
  • Export Sales Target
  • Export Target Call per Day
  • Export Target Order per Day
  • General Config
  • Generate DO from Sales Orders
  • Generate Invoice from SO
  • Generate Picking List Summary
  • Generate Promotion (disable)
  • Import Commercial Discount
  • Import Credit Limit Request
  • Import Customer RMA
  • Import DMS Order
  • Import EInvoice PrintNo
  • Import Indirect Commercial Discount
  • Import Internal Transfer Invoice
  • Import Marketing Type
  • Import Sales Order - DMS
  • Indirect Commercial Discount Report
  • Individual Credit Report
  • Individual Debit Report
  • Internal Transfer Invoice
  • Invoice Extract
  • Invoice void/Reverse notification
  • List of Commercial Discount report
  • List Of GIT Import
  • Manage Cash Payment
  • Manage Commercial Discount
  • Manage Commercial Discount Approval
  • Manage Credit Note
  • Manage customer Invoice
  • Manage Customer Return
  • Manage DO
  • Manage E-Invoice-Print Batch Invoice
  • Manage Indirect Commercial Discount
  • Manage Indirect Commercial Discount Import Format
  • Manage Invoice
  • Manage invoice approval
  • Manage Invoice Posting
  • Manage Invoice Print
  • Manage Marketing Campaign
  • Manage Net off Receipt
  • Manage NTA AR receipt
  • Manage NTA Campaign
  • Manage Payment
  • Manage Receive Payment
  • Manage Sales order
  • Manage Sales Order Confirmation
  • Manage SO Campaigns
  • Manage Super Cash Payment
  • Marketing Campaign Report
  • Master Balance Report by Customer
  • Master Balance Report by Customer (Daily)
  • Master Balance Report by Salesman
  • Master Balance Report by Salesman (Daily)
  • Master Credit Report (MTS)
  • Master Debit Report
  • Master Marketing Campaign Change List
  • Net-Off Allocation
  • New Individual Debit Report
  • Non register Promotion Order
  • NTA Marketing Campaign
  • NTA Payment Report - Without PO
  • Order delivery Plan Report
  • Order Matching Report
  • Order Tax
  • Outstanding commercial discount report
  • Over/Under Payment
  • Payment - AP
  • Payment Allocation
  • Payment Out AR
  • Payment term
  • Payment transaction log book with Role
  • Payment transaction log book without Role
  • Post AR receipt
  • Post Inter branch Receipt
  • Post Invoice-NTA AR Invoice
  • Price discount
  • Print Batch DO
  • Print batch Invoice
  • Print Batch invoice CDI
  • Print DO
  • Print Picking Slip
  • Print SO
  • Process Credit Note
  • Process DO
  • Process Invoice
  • Process Payment
  • Process Return
  • Process Sales Order
  • Promotion Order
  • Re-Print Picking Slip Summary
  • Register Promotion Order
  • Reject Approved Credit Limit Request
  • RePrint Picking List Summary
  • Reversal Void Invoice List
  • Sales discount
  • Sales Order Approval
  • Sales Order Summary
  • Sellout Report
  • Sellout-Quantity Report
  • SG&A Non Register Order
  • SG&A Register Order
  • Standard Order
  • Summary Outstanding - Commercial Discount Report
  • Summary outstanding amount by marketing campaign
  • System Receipt by salesman
  • System Receipt Voucher Number
  • Tender Type
  • Territory Report
  • Topline Non Register Order
  • Topline Register Order
  • Total Sales Report by Customer
  • Total Sales Report by Salesman
  • Trade Collection Report (customer)
  • Unallocated Payment Report
  • Unallocated Payment Report - Accounting
  • Update Customer Confirmation
  • Validate Original order
  • Verify SO Detail
  • Verify SO Status
  • Write Off
  • Write off Report

Accrual Management

  • Batch Complete - GL Journal & Accrual FOC
  • Import Accrual
  • Manage Accrual - FOC

Accounting Management

  • Mapping D11 HFM Change List report
  • Mapping D11 SG&A Change List report
  • Account Element
  • Accounting FACT Daily
  • Accounting FACT details
  • Accounting FACT Period
  • Adjustment D11 Change List report
  • AP Aging report
  • AP Payment Status Report Branches
  • AuditLog Detail
  • Balance sheet in detail format
  • Balance sheet in general
  • Bank Account Summary
  • Bank Statement
  • Batch Complete Payment netoff
  • Business Partner Open
  • Calendar Year and Period
  • Cash Bank Revert Report
  • Closing Inventory by Warehouse Report
  • Closing Inventory Status
  • COGS Report
  • Complete Adjustments
  • Consignment Allocation (Same as Order processing)
  • Consignment Gift
  • Cost Of Goods Sold Report
  • Cost of Goods Sold Report - Package
  • Currency Gain and Loss
  • Currency Log Details Report
  • Customer No Sales
  • Customer Service KPI Report
  • D11 Mapping Report
  • D11 Report
  • D56 Detail Report
  • D56 Report
  • D56 Zero Revenue Report
  • D56 Zero Revenue Scheduler Report
  • Debtor Aging Report
  • Debtor Ledger
  • Define accounting dimension
  • Define accounting schema
  • Define Bank
  • Define Charge
  • Detail Adjustment D56 Report
  • Detail AP report
  • Detail AP Report VAS
  • Detail AR report
  • Detail AR Report VAS
  • Detail consignment goods
  • Detail D11 Report
  • Detail D11 Report New
  • Detail debtor ledger
  • Detail Operation Expense by Type
  • Detail vendor ledger
  • External Revenue Report
  • External Revenue Report - Package
  • FIFO Inventory
  • Final D11 Report
  • Financial Report
  • GAAP Adjustment Change List Report
  • GAAP Adjustment Report
  • GAAP Calendar
  • GAAP Journal
  • GAAP ledger Report
  • GAAP Period Log Report
  • General Journal
  • General Ledger
  • General Ledger Detail
  • Generate Charge
  • GL Category
  • GL Journal
  • GL Journal batch
  • GL Journal Print Batch
  • GL Ledger (all GL accounts are mentioned in accounting allocation)
  • Import Cash Payment
  • Import Charge Code
  • Import D11 Adjustments
  • Import Payment netoff
  • Inter-branch net off report
  • Internal Revenue Report
  • Inventory Card Report
  • Inventory Card Report (Branch)
  • Inventory In Report
  • Inventory In-Gift
  • Inventory In/Out Report
  • Inventory InOut-Gift
  • Inventory Out Report
  • Inventory Out-Gift
  • Inventory Remaining Shelf Life report
  • Inventory Transaction Report
  • Inventory Valuation Report
  • Inventory Write off Report
  • Invoice (bill) status report
  • Invoice VAT In
  • List of D11 Adjustment
  • List of Discount Invoice Report
  • List of Gift Sales and Promotion sales
  • List of GIT & Accrual (Gift)
  • List of Goods In Transit
  • List of Goods issuing Note - Branch Transfer
  • List of Goods Receiving Note
  • List of Goods Returned
  • List of Goods Returned-Pack
  • List of GRN (Gift)
  • List of Import GRN
  • List of imported goods
  • List of Invoice issuing
  • List of Invoice Need to Be Written off due to Rounding Figure
  • List of Issuing document
  • List of Payment Summary Report
  • List of payment voucher
  • List of promotion -Gift
  • List of Promotion Sales
  • List of Promotion Sales - Package
  • Loan Report
  • Manage Abbott GL Mapping
  • Manage Account Element
  • Manage Charge Code
  • Manage D11 Adjustments
  • Manage D11 Adjustments Import Format
  • Manage D11 HFM code
  • Manage D11 SG&A
  • Manage Invoice Posting
  • Manage Payment netoff
  • Manage Price List
  • Mapping D11 Change List report
  • Mapping D11 Management Report
  • Mapping SGA Report
  • Master AP Payment Change List
  • Master AP report
  • Master AP Report VAS
  • Master AR Report VAS
  • Master Inventory Gift
  • Master Inventory Report - Package
  • Master Outstanding AR report
  • MM Product-Gift
  • NTA AP Invoice with In-Progress
  • NTA AP Payment change Report
  • NTA AP Payment status Report
  • NTA Payment Report
  • NTA Payment Tracking Report
  • NTA Purchase Order Report
  • NTA Unallocated Report
  • On Hand Inventory Report
  • Open NTA PO Report
  • Open PO Report
  • Outstanding AR/AP Report (Open items)
  • Outstanding Loan details
  • P&L in detail
  • P&L in general
  • Partner open amount
  • Payment netoff Authorization
  • PO Matching Report-NTA
  • Print D11 Adjustments Imported data
  • Print NTA PO
  • Product Transaction Summary
  • Reopen Period Approval
  • Reopen Period Request
  • Report column set
  • Report line set
  • Repost Invoice Transactions
  • Resubmit Posting
  • Reversed Void Invoice List
  • Statement of Accounts
  • Summary Adjustment D56 Report
  • Summary forex
  • Summary of expenditure by expenses type
  • Summary of Foreign Exchange Gains/(loss)
  • Summary Operation Expense
  • Tax Declaration
  • Tax Invoice List
  • Tax Invoice List by SKU
  • Tax invoice list by SKU - Package
  • Tax invoice list by SKU Pack
  • Tax invoice list Report
  • Transaction detail by account
  • Trial Balance
  • Unallocated Invoice
  • Unallocated Payments
  • Undeclared/Declared VAT-In Invoice
  • UnPosted Documents
  • Update Existing COA
  • Validate Charge Code
  • VAS Allocation
  • Vendor Ledger Trade
  • Vietnam Payment Data Report
  • View Allocation
  • View allocation Report AP
  • View allocation Report AR
  • Voided PO ReportAccrual Management

Data Synchronization

  • Extract Accounting
  • Extract Customer
  • Extract Inventory
  • Extract Invoice
  • Extract Price List
  • Extract Product
  • Extract Sales
  • Extract Sales man
  • Reconcile Branch Transfer
  • Synch-in-Transit
  • Synchronize Accounting
  • Synchronize Activity
  • Synchronize Budget
  • Synchronize Credit Limit Approval
  • Synchronize Customer
  • Synchronize Inventory ( branch transfer )
  • Synchronize Invoice
  • Synchronize Invoice Campaigns
  • Synchronize Marketing Campaign
  • Synchronize Partner Audit Log
  • Synchronize Price List
  • Synchronize Product
  • Synchronize Proposal
  • Synchronize Sales
  • Synchronize Sales man
  • Synchronize SO campaigns

Sales Reports

  • Sales Performance Report
  • Sales Attribute Report
  • Summary of Sales Report
  • Summary of Sales Report (Daily)
  • Department Wise Sales Report
  • Cancelled Bill Report
  • Counterwise Item Sales Report
  • Manual Discount Report - Bill Wise
  • Sales against Paymode Report
  • POS(Point Of Sale) Product Exchange Report
  • POS(Point Of Sale) Product Refund Report
  • Paymode Wise Sales Report
  • Billwise Sales Detail Report
  • Cashier Wise Sales Report
  • Terminal Wise Sales Report
  • Hold Bills Report
  • Credit Card Sales Report
  • Sales Penetration Report
  • Hourly Sales Report
  • HSNCode(Harmonized System Code) Wise Sales Report
  • HSNCode(Harmonized System Code) Wise Sales Tax Report
  • Sales Tax Report with GST - Item Wise
  • Sales Tax Report with GST - Counter Wise
  • GST Total Customer Sales Summary Report
  • Sales VAT(Value Added Tax) Report Bill Wise
  • HSN Code Wise GST Bill Report
  • Sales Tax Report
  • Sales Tax Report with GST - Bill Wise
  • Sales VAT(Value Added Tax) Report - Item Wise
  • Bill No Count Report
  • Promotion Sales Report (Bill Wise)
  • Promotion Detail
  • Promotion Sales
  • Coupon Redeemed Report
  • Coupon Summary Report
  • Coupon Issued Report
  • Loyalty Points Summary Report
  • Outstanding Redeem Points Report
  • Loyalty Transaction Details by Product
  • Customer Summary Report
  • Customer Aging Report
  • Customer Ledger Report
  • Cr.Customer Outstanding Report
  • Credit Sales Receipt Report
  • Customer Summary Report (Date)
  • Customer Wise Sales Report
  • Daily Order Report
  • Detailed Invoice Report
  • Weekly Invoice Report
  • MINAS Reporting
  • MINAS Web service Reporting
  • Monthly Invoice Report
  • Open Items Report
  • Order Detail Report
  • PIN Details Report
  • Product Group-wise Sales Report
  • Sales Order Returns Report
  • SEPA(Single Euro Payments Area) Direct Debit Report
  • Inventory Reports from Scan Session
  • Daily Sales Report
  • External Revenue Report
  • List of Promotion Sales
  • Tax Invoice List
  • InterBranch NetOff Report
  • Document Status Report
  • Bank Account Summary Report
  • Debtor Ledger Trade
  • Detail Debtor Ledger
  • Cash Advance Aging Report
  • Cash Account Summary Report
  • Time deposit account summary Report
  • Master Details AR Report
  • Payment Allocation Report
  • Unallocated Payment Report
  • Credit Limit Override Report
  • Cash Book - AR Trade
  • Cash Book - AR Trade Role
  • Credit Limit Override Report
  • Credit Limit Temporary Change Report
  • Customer With No Sales
  • Delivery Confirmation detail report
  • DeliveryOrderConfirmation
  • Document Status Report
  • Individual Credit MTS(Make-to-Stock)
  • Individual Credit Report MTS(Make-to-Stock)
  • Individual Debit Report
  • Invoice Detail & Margin
  • Invoice Not Realized Gain/Loss
  • Master Balance by Customer (Daily)
  • Master Balance by Customer (Monthly)
  • Master Balance by Salesman (Daily)
  • Master Balance by Salesman (Monthly)
  • Master Credit Report MTS-Make-to-Stock)
  • Master Customer Change List_Direct
  • Master Customer Change List_InDirect
  • Master Customer List
  • Master Customer List_Direct
  • Master Customer List_InDirect
  • Master PriceList Change List Report
  • WriteOff Report
  • Cash Book Non Trade Report
  • Bank Account Summary

Oracle 19C Upgrade: Infrastructure Management

  • Environment Setup Local
  • Environment Setup UAT
  • Synch Setup & Verification with JDK 1.8/JDK1.6
  • SynchInTransit Verification with JDK 1.8/JDK1.6
  • Verify 3rd Party Integrations
  • Verify Background jobs in Oracle19C
  • Verify Compiere Customizations
  • Verify JDK 1.8 dependencies
  • Verify NGERP Reports
  • Verify Oracle Views, Procedures, MV's, table data

Return Management

Vendor Return

  • FIFO based return of product
  • FIFO based Costing
  • Generate Debit Note
  • Manage Lot Based Product Return
  • Manage FIFO Based Product Return for NON-LOT Products
  • Creation of Debit Notes from Vendor Return - Local, Interstate, Import

Debit Note

  • Creation of Debit Notes from Vendor Return - Local, Interstate, Import
  • Posting to correct Ledger A/c
  • Posting based on exchange rate
  • Correct Adjustment against Invoice

Customer Return

  • Sales Order based Customer Return
  • Direct Customer Return without Sales Order
  • FIFO based return of the product
  • FIFO based Costing
  • Generate Credit Note
  • Manage Lot Based Product Return
  • Manage FIFO Based Product Return for NON-LOT Products
  • Generate Customer Return from RMA
  • Generate Invoice from Customer Return

Credit Note

  • Creation of Credit Notes from Customer Return - Local, Interstate, Import
  • Posting to correct Ledger A/c
  • Posting based on the exchange rate
  • Correct Adjustment against Invoice
  • Print of Credit Note

Production Management

  • Product Configuration
  • Unit of Measure
  • UOM(Unit Of Measure) & Conversion Management
  • Product Packaging
  • Convert one product to another
  • Manage Production
  • Unpack Package
  • Unpack Package Report

RE-Manufacturing

  • Manage Work Order for BOM(Bill Of Materials) products
  • Generate Acceptance  from Work Order
  • Produce finished goods
  • Cost calculation from Raw Material/Service Goods

Assembling Process Management

Work Order

  • One-time configuration of Master Product
  • Product to be assembled
  • Automatic unit of measurement

Routing

  • One Time Configuration of Master Product which are to be assembled
  • Managing the Warehouses from where the Products to be assembled
  • Work Order - Products Quantity to be assembled

Bill of Material Process

  • Sub Assembly products assembled
  • Extra Products added
  • Wastage Product & cost captured
  • Assembling of Finished Products

Financials

  • Multi - Organization per Client
  • Maintain Parent/Child tax according
  • Calendar to control document type
  • Maintain Chart of Accounts customer standards
  • General Ledger Journal for adjustment entries
  • Account Receivable from customer
  • Accounts Payable from Vendor
  • Allocate bulk payments with a single invoice
  • Allocate bulk invoices with a single payment
  • Allocate bulk payments vs bulk invoices
  • Allocate AR invoice with a Credit note for adjustments
  • Allocate AP(Accounts Payable) Invoice with a Debit note for adjustments
  • Bank Statement for AP(Accounts Payable)/AR
  • Manage Bank Reconciliation
  • Payment Batch

Financial Process Management

Bank Payments Receipts

  • Bulk Payment against Business Partner
  • Allocation of amount against Multiple Invoices
  • Accurate Invoice wise Forex Gain/Loss
  • Manage Taxes related Payments
  • Bank Reconciliation Statement

GL Journals

  • Provision entries for Expenses/Income
  • Salary Entries for Employees
  • Accurate Book Closure
  • Manage Other Expenses like Travel, Annual Bonus, Leave Travel Allowance, Leave Encashment

Accounting Reports

  • Trial Balance
  • Balance Sheet
  • Profit & Loss
  • General Ledger
  • Accounting Fact Summary Report
  • Accounting Fact Detail Report
  • GL Journal Report

Compliance Reports

  • D56(Daily Summary Sales) Summary Report
  • D56(Daily Summary Sales) Detail Report
  • D56(Daily Summary Sales) Zero Revenue Report
  • D11(GAAP Code) Report
  • GAAP(Generally Accepted Accounting Principles) Ledger Report
  • GAAP(Generally Accepted Accounting Principles) Adjustment Report
  • GAAP(Generally Accepted Accounting Principles) Period Change List Report

Costing

  • Cost Centre to identify cost accuracy
  • Configure Additional cost
  • Avg Cost with FIFO LOT(specific batch of an item) basis
  • Calculate Qty method for Stock in Hand basis

Costing Management

  • Manage your Product costs effectively
  • Landed Cost
  • Average cost calculation
  • Product Cost Detail
  • Product Cost Summary
  • Calculated every day for the whole company - we can remove this
  • FIFO Costing
  • COGS Calculation
  • Cost Element
  • Cost Type
  • Product Cost
  • Product Cost Report

Cash Management

  • View Allocation
  • View Bank Statement
  • The Bank Statement – Accounting Consequences
  • Open Items - displays all unpaid invoices
  • Aging
  • Payment Allocation
  • Unrecognized Payments
  • Unallocated Invoices
  • Payment Details
  • Business Partner Open Amount

Security Management

  • Role-based user login
  • Role-based menu, process control
  • Secure Bill Cancel & Bill discount
  • Encrypted Password Management
  • Role-based restricted record access
  • Audit Viewer and Logs
  • Access to specific warehouses
  • Restricted info screens
  • Option to view Draft Records
  • OTP(One-Time Password) based 2nd Layer Authentication login
  • Role-based Organization access
  • Role-based screen access
  • Change Management Audit

Data Migration

  • Master Data Migration
  • Transaction Data Migration
  • Pre-built templates for Migration
  • Excel sheet based data migration
  • Custom Migration*
  • Migrate from any legacy database
  • Product Master Data Migration
  • Customer Master Data Migration
  • Vendor Master Data Migration
  • Opening Inventory Data Migration
  • Opening Debtors Invoice Migration
  • Opening Creditor Invoice Migration
  • Chart of Account Migration
  • Migrate old version to latest Compiere version

Integrations

  • Credit/Debit card device integration
  • Cash Drawer Integration
  • COM Port(Communication port) POS(Point Of Sale) Printer Integration
  • Barcode scanner Integration
  • Hand-Held Terminal Integration
  • Mobile POS(Point Of Sale) Integration for Express checkouts
  • SMS integration for instant alerts
  • Loyalty Point integration
  • POS(Point Of Sale) Printer Integration
  • PayTM Integration for quick payments
  • Mobile App-Based Reports
  • Capillary CRM(Customer Relationship Management) Integration
  • e-commerce Integration
  • Mobile App-Based Reports
  • Capillary CRM(Customer Relationship Management) Integration
  • Gift Card Integration
  • Edenred TXPress Integration
  • Weighing Scale Device Integration with POS
  • Integration with HSBC(British multinational investment bank) for payment transfers
  • Integration with HSBC(British multinational investment bank) with GPG(GNU Privacy Guard) Encryption
  • Integration with DMS() system for order processing
  • Integration with E-Invoice System
  • Integration with Infor
  • Integration with SFA(Sales Force Automation)
  • Integration with Acumatica

Multi Store Management

  • Multi Store Maintenance
  • Centralized master data maintenance
  • Store-wise consolidated reports
  • Data Synchronization
  • Daily Reports via Automated Email
  • Store specific features control
  • Branch-Wise stock transfer
  • Centralized product code creation
  • Manage HQ Products
  • Manage Branch Products
  • Export Product Master from HQ
  • Import Product Master into Branches

HQ Reports

  • Department Wise Sales Report HQ(Head Quarter)
  • Sales Performance Report HQ(Head Quarter)
  • Stock Adjustment Report HQ(Head Quarter)

List of Reports

Procurement

  • Purchase Register Report
  • Purchase GST Report
  • Accounts Payable Report
  • Product Cost Factor Report
  • Debit Note GST

Sales

  • Sales Register Report
  • Sales GST Report
  • Accounts Payable Report
  • Accounts Receivable Report
  • Credit Note GST

Accounting Management

  • Day Book Report
  • Cash Journal Report
  • Party Ledger Detailed Report
  • Bank Reconciliation Statement
  • TDS Report
  • Trial Balance
  • Balance Sheet
  • Profit & Loss Statement
  • Product Profitability Statement
  • Outstanding Ageing Receivable & Payable Summary Report
  • Bank Day Book

Inventory

  • Product Ageing Report
  • Age of Product Report

Reports

Purchasing Reports

  • Vendor invoice report
  • Charges invoice report
  • Shipment Report

Sales Reports

  • Total sales report
  • Sales invoice report

Inventory Reports

  • Inventory valuation report
  • Product COGS(Cost Of Goods Sales) report
  • Remanufacturing report
  • Physical inventory report
  • Open order status
  • Product Movement Summary

Accounting Reports

  • Aging report
  • Trial balance report
  • Balance sheet
  • Customer payment performance
  • Profit Loss account

Tableau (ETL)

  • TBW_Inventory
  • TBW_Invoice
  • TBW_PAY_Received
  • TBW_PC_TO_VS
  • TBW_PhysicalAdjustment
  • TBW_Remancost
  • TBW_Remancostwithdate
  • TBW_SalesPrice
  • TBW_SC_PC_TRX
  • TBW_SC_TO_INV
  • TBW_Totalcostsales
  • TBW_TrialBalance_3Months

Others Reports

  • Sales Order Summary
  • Display fields should be configurable
  • Export the report in CSV(Comma Separated Values) format
  • The report will be displayed in tabular format
  • Open Drop Shipment Orders
  • Sales Report by ABC(Always Better Control)
  • Sales Report Excluding Promotions
  • Sales by Invoice Date
  • Sales By product category Summary
  • Create a Back Order Report
  • Cash Journal Detail
  • Marketing Budget Vs Sellout

Initial Configuration Management

  • Working Days
  • Demographics
  • Territory
  • SMS Message Template
  • PM Configuration

Instrument Management

  • Instrument category
  • Managing Instrument to create contract and tickets
  • Manage Spares
  • Maintain Application Error Code

Partner Management

  • Customer Department
  • Account Classification to segregate the customer
  • Manage Customer
  • Maintain customer contract details
  • Manage Preventive Maintenance Details
  • Manage Employee classification
  • Manage Employee
  • Channel Partner which maintain distributor details

Ticket Management

  • Creation of ticket (Request) in application
  • Creation of ticket (Request) via SMS
  • Creation of ticket (Request) via 3rd party software
  • Option to create Breakdown calls, Scheduled calls, TechSupport calls
  • Maintain Breakdown calls
  • Maintain Scheduled calls
  • Maintain TechSupport calls
  • SMS send to customer once closed the ticket
  • SMS send to engineer once open the ticket
  • Ticket status change manually in application
  • Ticket status change through SMS
  • Ticket status change through 3rd party software
  • Capture the ‘Technical findings’ in tickets
  • Capture the ‘suggestions to customer’ in tickets
  • Ticket assigned date time and Closed date time captured
  • Field service reporting create against the tickets
  • Error option to select in Field Service Reporting
  • Field service reporting – approval by report engineer
  • Escalation SMS send to ‘Reporting engineer’ about pending tickets
  • Escalation SMS will be send to ‘Business Unit Head’ about pending tickets
  • Preventive maintenance ticket create each month via scheduler
  • Maintenance contract ticket create each month via scheduler
  • 'Post installation audit’ ticket create via scheduler
  • Renew Contract option to update existing contract
  • Ticket list report to list out all the tickets

Collaboration Management

  • Create spare quotation to capture spare details
  • Print the spare quotation to send mail to customer
  • Create spare request to confirm
  • Send auto email to distribution team about spare request
  • AMC/CMC Quotation create and send print to customer
  • Tour planner to maintain scheduled tickets for particular engineer
  • Calibration Certificate print for list of products
  • Preventive Maintenance list report
  • Customer contract list report
  • Field service reporting list report
  • No Contract Customer list

Data Interface

  • Import GL Journal
  • Import Inventory
  • Import Invoice
  • Import Payment
  • Import Products
  • Import sales person
  • AME Data Export for Invoice Report
  • AME Data Export for Payment Report
  • AME Data Export Scheduler Invoice
  • AME Data Export Scheduler Payment
  • Batch Complete Promotion Order
  • Batch Confirm Complete
  • Confirm DMS Export
  • Email Notification on successfully completed SOs to SM
  • Email Notification to salesmen about success/failure imported Sos
  • Export AR Payments (Aging)
  • Export Area Territory
  • Export Customer Invoice
  • Export Customer Service KPI Report
  • Export Customer Service KPI Report
  • Export Inventory Transaction Report
  • Export Item Master Report
  • Export Marketing Campaign
  • Export Master Inventory
  • Export Price List
  • Export Product
  • Export Product Price
  • Export Sales Order Detail
  • Export Ship Address
  • Export SO Status
  • Export Stock On Hand Report
  • Export Territory
  • Export Warehouse
  • Extract P2P Actual & Accrual integration report (Manual)
  • Extract P2P Invoice (Manual)
  • Extract P2P NTA Purchase Order (Manual)
  • Import Activity (Manual)
  • Import Budget (Manual)
  • Import Budget Product Group
  • Import Customer
  • Import DMS Order (PO)
  • Import File Loader
  • Import Loader Format
  • Import Product Proposal Group
  • Import Promotion Order (SO)
  • Import Proposal (Manual)
  • Import Sales Man
  • Import Sales Order
  • Migrate Area Territory
  • Migrate Customer
  • Migrate Marketing Activity
  • Migrate Pricelist
  • Migrate Territory
  • Net Accrual FOC Report
  • P2P Invoice Integration Report
  • P2P Purchase Order Integration Report

Scheduler Management

  • Accounting Processor
  • Activity Scheduler
  • Actual or Accrual Data Extract Scheduler
  • Auto open/close period
  • Budget Scheduler
  • Calender Period Close
  • Calender Period Open
  • DO Billing Cut-Off
  • Email Configuration
  • Export DMS Reward 4 AM
  • Export DMS SO Status
  • Export Master Branch DMS
  • Export Vendor Data
  • Import DMS Business Partner
  • Import DMS Sales Person
  • Invoice Billing Cut-Off
  • Manage Schedule
  • Manage Scheduler
  • NTA AP Invoice Extract Scheduler
  • NTA PO Extract Scheduler
  • Proposal Scheduler
  • Recommended Shipment Scheduler
  • Scheduled Shipment Scheduler

Treasury Management

  • Bank Account Balance Summary Report
  • Cash Account Summary Report
  • Cash Advance Aging Report
  • Complete Treasury
  • Create Reconciliation entry
  • Define Treasury rule
  • Manage Loan
  • Manage Treasury
  • Post Treasury
  • Time Deposit Account Summary Report
  • Treasury Accounts
  • Validate Treasury

Budget Management

  • Accrual (FOC)
  • Accrual (FOC) Authorization
  • Contribution%-SG&A Report
  • Contribution%-Topline Report
  • Import Campaign Mapping
  • Import Proposal SKU
  • Import Sub Proposal
  • Manage Activity
  • Manage Budget
  • Manage Contribution Topline Sub proposal Ratio
  • Manage Proposal
  • Master GAAP deduct-SG&A
  • Master GAAP deduct-Topline
  • Proposal Product Group
  • Proposal SKU
  • Validate Import Proposal SKU