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Sales & Distribution Module ERP User Training

Sales & Distribution Module ERP User Training. Content. Introduction Cut-off plan How to access ERP system Sales Distribution. Objectives & Expectation. Pelatihan ini akan memberikan pemahaman tentang operasional penggunaan system ERP untuk modul Sales & Distribution

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Sales & Distribution Module ERP User Training

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  1. Sales & Distribution ModuleERP User Training

  2. Content Introduction Cut-off plan How to access ERP system Sales Distribution

  3. Objectives & Expectation • Pelatihaniniakanmemberikanpemahamantentangoperasionalpenggunaan system ERP untukmodul Sales & Distribution • (This course will enable you to gain an understanding in Sales & Distribution module • in the ERP System). • Meningkatkanpemahamantentangaliran proses bisnisdanfungsi support yang lainnya • (To gain an understanding on Business Process Flow and other • relevant supporting functions). • Pesertadapatmelakukantransaksi Sales & Distribution di Sistem ERP • (Participants able to perform Sales & DIstribution transaction in the ERP system).

  4. Planning for Cut-off and opening balance in new system

  5. Open Balance Migration and Transition Timeline Dec 25 • Stop PR creation in existing sys (Create PR in new system by Dec 26 for 2014) • Stop GR in existing sys (except urgent goods/mat’l) • Spare Stock taking Date (@25-Dec) • 25 • Wen it can be early if is possible Dec 27 Raw material, WIP Stock Taking (@27-Dec) Finished Good Draft Open Qty Around 25/12, potentially there is gypsum coming in Kupang • 26 • Thu • 27 • Fri Dec 30 • Stop PO in existing Sys (@Dec-30 18:00) • Stop DO/SO in existing sys (@ Dec-30 18:00) 30 Sat • 31 • Tue Fiscal Year Cut @ Dec 31 18:00 • Stop G/R, G/I & latest Cement Delivery • Jan-01, 08:30 • Upload Draft Cut Stock into ERP • Starting to entry Outstanding PO,SO/DO & into ERP System • Dec-2013 AR/AP/NM Open item • 4. Start Month-End Closing in Existing Sys 02 Thu 03 Fri • 01 • Wen 06 Mon 07 Tue 08 Wen 09 Thu 10 Fri 13 Mon Jan 06, 08:30 Entry AP/AR /NM/FA open items ERP Cost Calculation in existing system 14 Tue • Jan-14, 18:00 • Finished Month-End Process in Existing System 15 Wen Note from meeting • Jan-15, 08:30 • Entry Trail Balance to ERP Open Period • 2. Start ERP FIN Modules Opening Process

  6. ERP Database Landscape Untuk Transaksi sebenarnya – Pilih sesuai dengan Perusahaan Untuk Latihan

  7. LOGIN to ERP System Buka Internet Explorer dan Ketik  http://10.10.10.5/tiptop.html Tekan icon ini Note: system ini hanya bisa dioperasikan di dalam jaringan internal Group Cemindo Gemilang

  8. Klik di “Allow”

  9. Masukkan User account anda User password awaladalah 12345

  10. ERP Login – Select The Company Code

  11. 3. Edit My Favorite to add programs into a Drop-Down list ERP System Entrance

  12. How to start the program 1. Start Menu 2. Key-in Program ID 3. My Favorite 4. Flow Chart 5. Ctrl+G (Hot Key)

  13. Content Introduction Cut-off plan How to access ERP system Sales Distribution

  14. High Level Process flow of Sales S/C Amendment cxmt301 P/O Quotations axmt360 Customer Application axmi221 S/C cxmt300 S/O cxmt400 D/O cxmt410 • Creating Sales Contract, create and confirm by Salesman • Creating Delivery Order • Create and Confirm by Salesman or Customer • Creating Sales Order (source: it can be from S/C and P/O) • Create and Confirm by Salesman or Customer • Customer Registration on the system • Customer Application(by Sales man)->Approval process->Data Center(for Coding)->back to request people for detail info • Axm250->axmi221 • Send Quotation to Customers • Response by Salesman, confirm by Manager • axmt360 Price Table axmi140 • Response by Salesman, Confirm by Manager S/O Amendment cxmt801 D/O Amendment cxmt800

  15. Data assumption Transporter : ANP (SU00025) Loading Plant : Warehouse Sentul (F01-4-03) Unloading region ID : Kota Jakarta Barat (102) Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 219 Type of truck : 08T-Bag; 32T-Bulk Product : 1505-000001/…..2 / …..3 / ……4 / …..13 Customer : CU00001 / ….74 / ….75 Transport mean : LOCO, FRANCO Note: Pada saat membuat DO tidak perlu memasukkan Loading

  16. Content Introduction Cut-off plan How to access ERP system Sales Distribution

  17. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  18. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  19. Freight Master Data (cpmi001)

  20. Practices / Exercise 1. DISPATCH MAPPING (cxmt460) • DO02-131200058 • DO02-131200059 • DO02-131200060 Data assumption: • Transporter : ANP (SU00025) • Loading Plant : F01-4-03 Warehouse Sentul • Unloading region ID : 102 - Kota Jakarta Barat / 103 - Kota Jakarta Timur • Unloading Place ID : 002 – Kota Jakarta Barat / 005 – Kota Jakarta Timur • Type of truck : 08T-Bag / 32T-Bulk • Product 1. : Item No : 1505-000003 Item name : FG: CEMENT PCC - MP BAG 40KG Item Spec : Cement PCC - BAG 40KG - MP 3 PLY KRAFT • Product 2. : Item No : 1505-000004 Item name : FG: CEMENT PCC - MP BAG 50KG Item Spec : Cement PCC - BAG 50KG - MP 3 PLY KRAFT • Product 3. : Item No : 1505-000001 Item name : FG: CEMENT PCC - BAG 40KG Item Spec : Cement PCC - BAG 40KG - 1 PLY WOVEN, INLAND

  21. 1. Dispatch Mapping - cxmt460

  22. Delivery Schedule Notification Created from system and send to transporter by email/fax example

  23. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  24. Main Gate Registration - cxmt480 • Incoming truck should bring formal Document from their company with consist of DO number • Select : Query • Click Issue Status and Select : 0. New • Click: Accept

  25. Main Gate Registration - cxmt480 • Select DO number on the list and tick on provided box • Click – Accept and Click - Register

  26. Main Gate Registration - cxmt480 • Key in Truck ID • Truck ID and Driver ID must be registered in the system • If not registered then must be register on “apmi600”

  27. Truck ID and Driver ID registration – apmi600This function only for Truck ID and Driver ID registration for existing TransporterFor new transporter registration should notify to Data Centre (MIS)

  28. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  29. Loading Notice - cxmt610 • Key in Truck ID and Accept • Entry Loading position id, Shift No. • Tick on the provided box if uses Weigh control (Truck Scale) • Confirm and Loading Notice Printed-out

  30. Loading Notice - cxmt610

  31. Loading Notice - Example

  32. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  33. Loading Notice Commit - cxmp220 • Open cxmp220 • Typing L/N No. LN01-131200014 and query

  34. Loading Notice Commit - cxmp220 • Select Row

  35. Loading Notice Commit - cxmp220 Press Maintain Detail Automatically bring out detail value

  36. Loading Notice Commit - cxmp220 Choose Lot No Finish and Conform

  37. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  38. Delivery Note - cxmt628 Insert Key in Truck ID – Tab and Accept Confirm

  39. Delivery Note - cxmt628 Check and Confirm Output – print-out D/N (DELIVERY NOTE)

  40. Delivery Note - cxmt628 Print-out Delivery Note

  41. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  42. Delivery Check - cxmt490 Open cxmt490 Key in Checking Date and D/N receiving Date Accept

  43. Delivery Check - cxmt490 Key in D/N No OR uses Barcode Entry Accept Finish

  44. High Level Process flow of Distribution Freight Master Data(cpmi001) • Print L/N D/O cxmt410 Dispatch Mapping cxmt460 Delivery Schedule Main Gate Registration cxmt480 Loading Notice cxmt610 • P_flow notice • Cxmt460 • Report to Transportor • website • cxmt480 Loading Notice Commit cxmp220 Delivery Note cxmt628 Delivery Note Commit cxmt628 Delivery Check cxmt490 1.Billing 2.Freight Payment • cxmp220 • cxmt628 • cxmt628(Auto) • Cxmt490 • Payment List to Transporter

  45. Data assumption Transporter : ANP (SU00025) Loading Plant : Warehouse Sentul (F01-4-03) Unloading region ID : Kota Jakarta Barat (102) Unloading Place : 001, 002, 005, 008, 009, 211, 212, 213, 219 Type of truck : 08T-Bag; 32T-Bulk Product : 1505-000001/…..2 / …..3 / ……4 / …..13 Customer : CU00001 / ….74 / ….75 Transport mean : LOCO, FRANCO

  46. Scree DetailIsi Product yang akan dijual

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