You are on page 1of 23

Enterprise Resource Planning - ERP

Project – DBA Manufacturing Software
Sample Company – “PaperSol”

By Zermeena Khan

Industrial & Manufacturing Engineering Zermeena Khan

TABLE OF CONTENTS
ABSTRACT ............................................................................................................... 2 1. SECTION 1 – “MASTER DATA – ADMIN” ................................................................... 3 1.1. Main Setup Screen ............................................................................................................. 3 1.2. Problem Statement............................................................................................................ 4 1.2.1. ISO 216 & ISO 269 Sizes .......................................................................................... 4 2. SECTION 2 – “INVENTORY” ...................................................................................... 5 2.1. Inventory Setup ................................................................................................................. 5 2.1.1. Inventory Defaults .................................................................................................. 5 2.1.2. Item Categories ....................................................................................................... 7 2.2. Stock Items......................................................................................................................... 7 2.2.1. Number of Items ..................................................................................................... 8 2.2.1.1. Costing ...................................................................................................... 12 3. SECTION 3 – “BILL OF MATERIAL (BOM)” ....................................................................... 13 3.1. Bills of Material .................................................................................................................. 13 4. SECTION 4 – “PURCHASE” ........................................................................................ 15 4.1. Supplier Details ................................................................................................................ 15 4.2. Purchase Details .............................................................................................................. 15 5. SECTION 5 – “SALES” ............................................................................................... 19 5.1. Customer Details ............................................................................................................. 19 5.2. Sales Details & Invoice ..................................................................................................... 19 6. SECTION 6 – “ACCOUNTS PAYABLE (AR)” ................................................................. 21

SUMMARY & CONCLUSION ................................................................................. 22

DBA Sample Company - PaperSol

1

It has been carried out using the software named “DBA Manufacturing – NEXT GENERATION”. which provides/ supplies standard paper sizes to other industries. Specifically. The company has two suppliers named “Paper Rolls Supplier” and “Cartons Supplier”. which supply one paper roll and one carton to PaperSol. DBA Sample Company . The POs. SOs and Invoices have all been represented in this report. It is based on an assumed company named “PaperSol”.PaperSol 2 . whereas PaperSol manufactures itself the standard A4 papers in-house. the software has been used to purchase and sale one carton of standard A4 papers to another industry (assumed to be Unilever Pakistan).Industrial & Manufacturing Engineering Zermeena Khan ABSTRACT This project encircles all major concepts associated with Enterprise Resource Planning (ERP).

the “Main Setup” screen is used for identifying the name of the company along with the address.Industrial & Manufacturing Engineering Zermeena Khan SECTION 1 “MASTER DATA .1 . MAIN SETUP SCREEN In the Admin tab.PaperSol Main Setup DBA Sample Company .1 below: Figure 1.PaperSol 3 . Due to the restriction in this trial software.1. the address bar is notifying the name of the created company “PaperSol” along with other details as shown in the Figure 1.ADMIN” 1.

B4 and C4 ISO standard page sizes and sells them to its customers. this will be used in defining the Bills of Material (BOMs) in later sections.org/wiki/ISO_216 Figure 1.Company Details Description Paper Solutions Purpose Produce papers of standard sizes following ISO 216 and ISO 296 1.ISO 216 and ISO 269 Sizes DBA Sample Company .2 . Name of Company PaperSol Table 1.1. Reference: http://en. PROBLEM STATEMENT PaperSol is a company purchasing paper rolls for producing and selling standard page sizes as defined by ISO in different colors.2.Industrial & Manufacturing Engineering Zermeena Khan 1.2. creates them in to standard A4.PaperSol 4 .1 .2.wikipedia. It purchases paper rolls from various suppliers. ISO 216 and ISO 269 Sizes The standard sizes of papers as defined by the International Organization for Standards (ISO) is depicted in Figure 1.

1 .1) of the finest quality (80 grams) from different suppliers weighing thirty kilograms (30 kg) each. 2. Figure 2. the “Inventory Setup” helps identify the default settings of the inventory (unit of measure. Figure 2. the unit of measure (UM) is taken as “Rolls”. picking & issues location etc.Industrial & Manufacturing Engineering Zermeena Khan SECTION 2 “INVENTORY” 2.2 below shows more default settings.) along with settings related to item categories as per the requirement of the company’s product. because this company purchases paper rolls (Figure 2.Paper Rolls DBA Sample Company .1. Inventory Defaults Owing to objective of PaperSol. INVENTORY SETUP In the Inventory tab.1.1.PaperSol 5 .

PaperSol 6 .Industrial & Manufacturing Engineering Zermeena Khan Figure 2.PaperSol Inventory Defaults DBA Sample Company .2 .

1. STOCK ITEMS In the Inventory tab. Figure 2.PaperSol Item Categories (highlighted in red) 2. where “PS” means PaperSol and “A” signifies the standard paper size category and “S10” will be used to identify the item code described in the next part. For example.2. “PSA-S10” includes all standard “A” size papers like A4. the “Stock Items” screen helps create “Item IDs” or “Item Codes” for products with respect to each category along with its costing details.Sample Item ID Description for PaperSol DBA Sample Company . PaperSol identifies five separate item codes or item IDs for each of its five categories as defined in Section 2. Item Categories Five item categories are defined for the company as per its product range.Industrial & Manufacturing Engineering Zermeena Khan 2.2 above.1.2 below gives a complete description of each category. Figure 2.PaperSol 7 . A2 and A1.3 .4 describes the format of Item ID chosen for this company. Figure 2.4 .2. Figure 2. A3.

the other two items (paper rolls and cartons) are “purchased from suppliers”.1 .2. Number of ITEMS: There are three items in total. No. the paper roll.1. The first item (Standard A4 paper Packs) is “manufactured in-house”. Dimensions of Standard A4 Papers: Figure 2. namely the standard A4 bunch of papers.PaperSol 8 . 4. 1 2 Item Standard A4 Paper Pack Paper Roll Item Category PSA-S10 PSA-S10 Item ID PS11081000 PS110810000 UM Packs Rolls M/P M P Description One pack of A4’s weighs 2 kg. 3. 3 Carton PSA-S10 PS1108100000 Cartons P DBA Sample Company .3).Industrial & Manufacturing Engineering Zermeena Khan 2. One Paper Roll creates 8 paper packs. The snapshots of the details of each of these items are provided in the figures that follow. 2. Table 2.Items Description for PaperSol S. and the carton used for packaging.6 below shows the dimensions of standard A4 papers with respect to ISO standard specification in Figure 1. All items belong to Item category PSA-S10 (Figure2. The corresponding dimensions for the other two items are calculated accordingly. Note: 1.2 above. Whereas. As for this project only one item (with Item ID PS11081000) has been processed from this software for study purpose. One carton can contain seven paper packs.

PaperSol 9 .6 .Industrial & Manufacturing Engineering Zermeena Khan Figure 2.Dimensions of 1st Item (Standard A4 Paper Packs) DBA Sample Company .Item ID for 1st Item (Standard A4 Paper Packs) Figure 2.5 .

Industrial & Manufacturing Engineering Zermeena Khan Figure 2.8 .PaperSol 10 .Dimensions of 2nd Item (Paper Rolls) DBA Sample Company .Item ID for 2nd Item (Paper Rolls) Figure 2.7 .

PaperSol 11 .Industrial & Manufacturing Engineering Zermeena Khan Figure 2.Item ID for 3rd Item (Cartons) Figure 2.9 .10 . DBA Sample Company .11 will show the items of PaperSol in the Stock Items Database of DBA Software.Item ID for 3rd Item (Cartons) Figure 2.

Industrial & Manufacturing Engineering Zermeena Khan Figure 2. Note: The values of cost and price here are “ASSUMED” and are not by any means the actual costs of such items in the market.2. 1 2 3 Item Standard A4 Paper Pack Paper Roll Carton Unit Costs ($) Last Cost Estimated Cost 80 85 500 550 2 3 Unit Price/ Base Price ($) 100 - DBA Sample Company .7 and 2. 2. Table 2.1 below.PaperSol 12 . the costing details are summarized in Table 2.Cost Description for all Items S.1.9. No.PaperSol Stock Items (highlighted in red) 2.1 . Costing As is evident from snapshots in Figure 2.1.11 .5.

13 below show the BOM created for the company: Figure 3.12 and 2. BILLS OF MATERIAL In the BOM tab. which in this case is Item ID PS 11081000.2. Figures 2.BOM of PaperSol (highlighted in red) DBA Sample Company .1. The BOM for PaperSol consists of three items as described above in Section 2. manufactured in-house. The BOM parent item associated with this component corresponds to an ‘M’ (manufactured) item record in the stock items table.1.PaperSol 13 .1 .Industrial & Manufacturing Engineering Zermeena Khan SECTION 3 “BILL OF MATERIAL (BOM)” 3. the “Bills of Material” shows all BOMs created in the database.

PaperSol 14 .Industrial & Manufacturing Engineering Zermeena Khan Figure 3.Tree View of BOM Figure 3.3 .BOM of PaperSol DBA Sample Company .2 .

PaperSol has placed two Purchase Orders (POs) to each supplier described above.2. DBA Sample Company . Figure 4. PaperSol has two default suppliers as depicted in Figure 4.1. PURCHASE DETAILS For simplicity.Suppliers of PaperSol (highlighted in red) The “Supplier Terms” are based on NET 30 basis.1 below.2. whereas the Cartons Supplier is asked for supplying 1 Carton to the company. full payment will be paid in 30 days of order placement. SUPPLIER DETAILS In the Purch tab. the “Suppliers” shows the list of suppliers in the database. 4.PaperSol 15 .1 .Industrial & Manufacturing Engineering Zermeena Khan SECTION 4 “PURCHASE” 4. See Figure 4. It means. The Paper Rolls Supplier is asked for 1 Paper Roll.

DBA Sample Company .Industrial & Manufacturing Engineering Zermeena Khan Figure 4.List of Purchase Orders for PaperSol The actual POs are depicted in Figures 4.4 for both suppliers respectively.PaperSol 16 .3 and 4.2 .

3 .PaperSol 17 .PO for the Paper Rolls Supplier DBA Sample Company .Industrial & Manufacturing Engineering Zermeena Khan Figure 4.

4 .PaperSol 18 .Industrial & Manufacturing Engineering Zermeena Khan Figure 4.PO for the Cartons Supplier DBA Sample Company .

PaperSol 19 . The Sales Order and the generated Invoise is depicted in Figure 5. SALES DETAILS & INVOICE PaperSol has received an order of supplying one carton of A4 pages. CUSTOMER DETAILS In the Sales Tab. This has been depicted in Figure 5.2 and 5. the “Customers” option helps create customers as per the company’s requirements.3 rspectively.1 .2.Customer of PaperSol 5. Figure 5.Industrial & Manufacturing Engineering Zermeena Khan SECTION 5 “SALES” 5. DBA Sample Company . It has been assumed that PaperSol supplies its product to only one customer namely Unilever Pakistan.1 below.1.

2 .Sales Order of Unilever Pakistan Figure 5.Industrial & Manufacturing Engineering Zermeena Khan Figure 5.3 .Invoice Delivered by PaperSol to Unilever Pakistan DBA Sample Company .PaperSol 20 .

Figure 6.1 .PaperSol Supplier Invoices (highlighted in red) Figure 6. Figure 6.1 represents the “”Fully Paid” supplier Invoices list.Payment Register DBA Sample Company .2 .Industrial & Manufacturing Engineering Zermeena Khan SECTION 6 “ACCOUNTS PAYABLE (AP)” In the AP tab. the “Supplier Invoice” option enables to create invoices and pay them as per requirement.PaperSol 21 .

Industrial & Manufacturing Engineering Zermeena Khan SUMMARY: The reports depicted in the figures below give a listing of expenses on the basis of invoice date and payment date for all PaperSol transactions. DBA Sample Company . CONCLUSION: PaperSol has successfully delivered one carton of Standard A4 Papers to Unilever Pakistan in due time.PaperSol 22 .