Power sector erp solution

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Client ERP II

Client ERP II

Client ERP

Dashboard Reporting

Leave and Attendance

File Repository Archive & Backup

Feature List Client ERP 2Report Templates 1.creation of templates for reporting: we should get whatever report we want

In any excel format without having any unwanted columns. Ie., if we want To have the customer’s name, Name of the product and No of products sold It should have only 3 columns and not six or seven columns with name of the sales person, order state, amount etc. similarly with other formats. This means We need not have to copy the figures into a separate excel sheet manually and present the statement to the management.

Backups Taking of backups daily/weekly/fortnightly/monthly

Win/Lost Phases

Every year the columns like win/lost/decline stage in opportunity screen, invoices in sales order, demos completed, Payment received in case of services imparted, Payments received Under BG, Security deposit, c form and EMD should become Nil and to be transferred to a file which we can refer later & to be kept in document depository. At the opening of financial year These columns should be blank and ready for entering the figures for the ensuing financial year. In leads screen all the declined enquiries to go to depository.

Feature List Client ERP2Opportunities Columns Other columns in the opportunities screen like

new, qualification, proposition, Tender, Tender participation, negotiation, Hot opportunity will continue for the next year.

OrganizationHierarchy

Addition of names of officials joined, assignment of rights to them

Zone Modification

Modification of Zones and creation of additional Zone/s as per new structure.Now the 5 Regions have been made as 3 Zones. North Zone, South Zone and International Zone. North Zone contains Present North Region plus North East Region. South Zone contains Present South Region plus Eastern Region.Mr. Ramu will be heading the South Zone and North Zone will be headed by Mr. Summit Dua.International Zone: USA, Europe, Australia will be headed by Mr. Magesh.Colombo and Bangladesh will be headed by Mr. Ramu Ravi chander,Middle east countries will be headed by Mr. Sunil Limaye and Nepal, Bhutan, Maldives, will be headed by Mr. Sumit Dua.Changes in assignment of rights, Zone wise distribution etc to be reviewed and necessary modifications to be done.

Feature List Client ERP2Quantity Quantity (No of pieces of a product) to be added in

opportunity list screen So that a clear understanding of how many pieces of any product is sold (won)In respect of an enquiry /customer.

Win Double Entry

Presently we are moving any double entry in win stage to decline stage. Instead we should be able to cancel the entry.

Client Services A format improving the present format under Project in Client servicesHave been devised by Mr. Magesh. This has to be implemented to cover more details of the service department work.

Daily Sales Report

Daily sales Report/Daily activity Report: (DSR and DAR)This will be of 3 types : a. Activity connected with the opportunity. (like follow up of tender, negotiation, bids etc which are already in ERPb. Activity not connected with the opportunity but will come as opportunity at a later stage. Ie canvassing of new business, trying to meet new customers for getting enquiries etc.,

Feature List Client ERP2Client Internal Not connected with the opportunity: ie., attending exhibitions, distribution

of calendars, Dairies etc., to customers.To enter these in the ERP so that the dairy of work done by an official on that dayWill be marked in ERP and management can very well look into it for any day, any period.

Client Technical Demo

Mr. simpi wants to know that when they have gone to a particular Place sayVizag for a demo and they may have to conduct a demo in a nearby place after completing the demo at vizag. This demo was not scheduled earlier and no request had come from any RSM earlier. It was not entered in ERP earlier. He wants to know how this can be entered in ERP Manually after completing the demo.

Client Operations

Microsoft Office Excel Worksheet





Implement the Client Operational Process

Project Implementation Plan

Requirements Analysis

Consolidate Requirements

Planning Define Time Lines

Implementation Customization

Data Migration

Test Data

Verification by Client Stakeholders

Release Move to Go Live Server

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Power sector erp solution

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