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www.knowarth.com [email protected] ERP Idempiere Modern, Scalable, Adaptable & Affordable Open Source ERP Solution for all Industry Sectors
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ERP Idempiere - unitek solution

Nov 10, 2021

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Page 1: ERP Idempiere - unitek solution

www.knowarth.com

[email protected]

ERP IdempiereModern, Scalable, Adaptable & Affordable Open Source

ERP Solution for all Industry Sectors

Page 2: ERP Idempiere - unitek solution

Agenda

iDempiereat a Glance

iDempiereFeatures

iDempiere Modules & Functionalities

Configuration &Extendibility

Flow Charts Success Story - CBOS Implementation

Q&A

Page 3: ERP Idempiere - unitek solution

iDempiere

at a Glance

Page 4: ERP Idempiere - unitek solution

iDempiere is Enterprise Resource Planning or ERP software

released under an open source software license. The software

is licensed under the GNU General Public License.

Page 5: ERP Idempiere - unitek solution

▪ Open source ERP and CRM business solutions.

▪ Ranked #1 on sourceforge.net and won multiple

awards.

▪ Deployment

- Browser/Server

- Desktop Client/Server

▪ Model Driven Architecture

▪ A robust platform

What is

iDempiere

ERP?

Page 6: ERP Idempiere - unitek solution

Full Functional

ERP

iDempiere is Full

function ERP. iDempiere

is very flexible and

scalable. It will fit your

needs as your growth

without adding extra

modules or replacing

with other one

Lower Total Cost

of Ownership

No license, no module

fee, no use fee. All you

need to Invest is

consultant fee, including

implementation,

cotimization and

training. No any other

cost, which usually cost

server thousand dollars

per user for commercial

license ERP

Higher Successful

Rate Implementation

iDempiere designed an

internal application

dictionary. end User can

use it to customize

menu, window and tab.

With ad 80% of

customization work can

be done without coding.

Its super flexibility really

makes it possible to

satisfy any business

changes

iDempiere has

Full of Freedom

Since iDempiere is open

source and using the

mainstream J2EE

technology. You can

either change it by

yourself or easily find

technical guys from

market to do it. You

have full freedom after

implementation

iDempiere

Page 7: ERP Idempiere - unitek solution

iDempiere

Features

Page 8: ERP Idempiere - unitek solution

Organization Structure Holding-Business Unit Model

▪ Multi level Organization

▪ Consolidate-able

▪ Standardize-able

▪ Centrally managed under

single server

▪ 9 element account available

for reporting purpose

▪ Intercompany transaction

traceability

Sub-Organization level

Organization level

Client Level Holding

Construction Firm

Building Division

Road Building Division

Trading

Firm

West

Area

Transportation Firm

Trucking Division

Page 9: ERP Idempiere - unitek solution

Flexibility User Interface

• Flexibility is the key in current age, no big server,

expensive corporate WAN or even personal

computer to operate.

• iDempiere provide rich interface in both client

server desktop application and we-interface as

well and even mobile interface recently

Page 10: ERP Idempiere - unitek solution

Integration to Jasper Report

Page 11: ERP Idempiere - unitek solution

A Robust Platform

Active Data Dictionary

Reduce coding work by 80% in

ERP customization

Define Data Entity

Type, Validation

Define Display

Windows, Tabs

Field/Report

Define security and

Access rules

Page 12: ERP Idempiere - unitek solution

Open and Extensible Architecture

Mind-Blowing Rapid Development for fast moving Businesses

Page 13: ERP Idempiere - unitek solution

iDempiere's Fresh Approach

Adapts to the way YOU do business

▪ Setup and re-configure the system without programming

▪ Quickly adapt to business change - change anything, anytime

Available at fraction of the cost of any competing solution

▪ Leverage the disruptive economics of open source

▪ No up-front software license fees

Backed by the reliability of a commercial corporation

▪ Experienced leadership

▪ Consistent processes for product innovation, quality and support

▪ Resources for flexible licensing, sponsored development and more

Page 14: ERP Idempiere - unitek solution

iDempiere Modules &

Functionaities

Page 15: ERP Idempiere - unitek solution
Page 16: ERP Idempiere - unitek solution

▪ Customer Management

▪ Marketing & Campaign

▪ Pricing & Discount

▪ Sales Order Management

▪ Shipping & Transportation

▪ Commission & Incentive

▪ Return Management

Sales & Distribution

▪ Vendor Management

▪ Auction/RfQ

▪ Purchase Order

Processing

▪ Receive & Quality Check

▪ Landed Cost

▪ Return Management

Procurement

▪ Product Management

▪ Multi-Warehouse & Location

▪ Batch Management

▪ Serial Number & Attribute

▪ Inventory Receipt to Stock

▪ Inventory Issue from Stock

▪ Inventory Movement

▪ Distribution Order

▪ Inventory Adjestment

Inventory

Page 17: ERP Idempiere - unitek solution

▪ Bill of Material

▪ Resource & Rate

▪ Production Routing

▪ Quality Parameters

▪ Forecasting

▪ MRP Engine

▪ Production Plan & Order

▪ Production Execution

▪ Quality Inspection

▪ Maintenance Activity

Manufacturing

▪ Recruitment

▪ Personal Administration

▪ Management Organization

▪ Payroll

▪ Attendance & Leave

▪ Personal Development

▪ Travel Management

▪ Employee Self Service

▪ Training

Human Resources

▪ Project Type

▪ Project & Stages

▪ Project Costing

▪ Asset Project (AUC)

▪ Cycle Report

▪ Financial Status

Project Management

Page 18: ERP Idempiere - unitek solution

▪ Multi Client & Organization with

consolidation and

standardization capability

▪ Access Role by Form and

Organization Data

Security & Control

▪ iDempiere ERP

▪ Poza mobile apps

▪ Order taking

▪ Stock Count

▪ Workflow Approval

Application

▪ General Ledger

▪ Account Receivable

▪ Account Payable

▪ Receipt & Allocation

▪ Payment Processing

▪ Cash/Bank Statement

▪ Financial Report

▪ Product Costing

▪ Cost & Profit Center

▪ Tax Management

▪ Fixed Asset

▪ Budget & Period Control

▪ Sub-Ledger Report

Finance & Accounting

Page 19: ERP Idempiere - unitek solution

Configuration &

Extendability

Page 20: ERP Idempiere - unitek solution

Technical

Architecture

Page 21: ERP Idempiere - unitek solution

Configuring & Extending iDempiere

Configure Business Rules

▪ Application Setups

▪ Workflow & Security

▪ Accounting Dimensions

▪ Change setups at any time

Configure User Interface

▪ Field, windows, labels

▪ Layout, theme, language

▪ Search fields

Configure Reports

▪ Dynamically create reports

▪ Format reports w/Adempiere or 3rd

▪ Party report designer

Extend Adempiere Applications

▪ Add new fields (DB columns)

▪ Add new entities (DB tables)

▪ Add data validation & defaults

▪ Add new workflows

▪ Change security rules

▪ Add performance measures

▪ Link to external systems

▪ Callout to java processes & integrate

results back into UI

... without programming

Page 22: ERP Idempiere - unitek solution

Customization without Programming

Page 23: ERP Idempiere - unitek solution

Types of Reports

Page 24: ERP Idempiere - unitek solution

Output Forms

Page 25: ERP Idempiere - unitek solution

Standalone

Reports

Page 26: ERP Idempiere - unitek solution

Financial Reports

Financial Reports are unique

Sample of Reports are

▪ Balance Sheets

▪ Profit and Loss Statements

▪ Statements of Account

▪ Etc.

"They generally have two dimensional

information“

"These dimensions are mapped into

columns and lines (or rows)"

ADempiere Tools

▪ Report Line Set

▪ Report Column Set

▪ Reporting Hierarchy

▪ Financial Report

Page 27: ERP Idempiere - unitek solution

Flow Charts

Page 28: ERP Idempiere - unitek solution

Supply Chain

Management

Page 29: ERP Idempiere - unitek solution

Finance

Page 30: ERP Idempiere - unitek solution

Project Module

Page 31: ERP Idempiere - unitek solution

Procurement

High Level Features

▪ Vendor Management

▪ Auction / RfQ

▪ Purchase Order Processing

▪ Receive & Quality Check

▪ Landed Cost

▪ Return Management

Page 32: ERP Idempiere - unitek solution

Procurement

High Level Features

▪ Customer Management

▪ Marketing & Campaign

▪ Pricing & Discount

▪ Sales Order Management

▪ Shipping & Transportation

▪ Commission & Incentive

▪ Return Management

Page 33: ERP Idempiere - unitek solution

Procurement

High Level Features

▪ Product Management

▪ Multi-Warehouse & Location

▪ Batch Management

▪ Serial Number & Attribute

▪ Inventory Receipt to Stock

▪ Inventory Issue from Stock

▪ Inventory Movement

▪ Distribution Order

▪ Inventory Adjustment

Page 34: ERP Idempiere - unitek solution

Payment

Handling

High Level Features

▪ Normal or Advance Payment

▪ Payment Allocation

▪ Reconciliation

▪ Currency Gain & Loss and

Revaluation

▪ Integration with Bank System

Page 35: ERP Idempiere - unitek solution

Bill of Material

Page 36: ERP Idempiere - unitek solution

Planning

Management

Page 37: ERP Idempiere - unitek solution

Manufacturing

Execution

Page 38: ERP Idempiere - unitek solution

Quality Check

Page 39: ERP Idempiere - unitek solution

Accounting &

Costing

High Level Features

▪ Multidimensional Account

▪ Multi Product Costing

Page 40: ERP Idempiere - unitek solution

Company Overview

▪ US based company providing ERP open source solution on

iDempiere platform.

Requirements worked earlier

▪ Implementation of more then 25 projects.

▪ Customization of process flow relating to finance, supply chain,

CRM, Project, Budget as per client requirements.

▪ Set up of Manufacturing and Warehousing modules and making it

functional after appropriate customization required.

▪ E-Commerce integrations done for more then 6 projects.

▪ Extensive customization for HR module as per US HRMS-Payroll

requirements.

▪ Barcode & RFID integration with iDempiere.

▪ New Functionalities developed as per requirements in each of the

modules.

▪ Reports and financial statement creation as per client specific

report requirements.

Success

Story