Integrated Business Processes with ERP Systems

Cover......Page 1
Title Page......Page 5
Copyright......Page 6
Contents......Page 9
Preface......Page 11
WileyPLUS......Page 14
Acknowledgments......Page 16
Author Biographies......Page 18
1 Introduction to Business Processes......Page 19
THE SILO EFFECT......Page 20
ENTERPRISE SYSTEMS......Page 21
Business Processes......Page 22
PROCUREMENT—BUY......Page 25
PRODUCTION—MAKE......Page 26
MATERIAL PLANNING—PLAN......Page 27
INVENTORY AND WAREHOUSE MANAGEMENT—STORE......Page 28
ASSET MANAGEMENT AND CUSTOMER SERVICE—SERVICE......Page 29
HUMAN CAPITAL MANAGEMENT—PEOPLE......Page 30
PROJECT MANAGEMENT—PROJECTS......Page 31
MANAGEMENT ACCOUNTING—TRACK FOR INTERNAL REPORTING......Page 32
Global Bike Incorporated (GBI)......Page 33
CHAPTER STRUCTURE......Page 34
SAP SOFTWARE......Page 35
WILEYPLUS......Page 37
KEY TERMS......Page 38
REVIEW QUESTIONS......Page 39
Enterprise Systems......Page 41
ARCHITECTURE OF ENTERPRISE SYSTEMS......Page 42
ENTERPRISE RESOURCE PLANNING (ERP) SYSTEMS......Page 43
APPLICATION PLATFORMS......Page 46
ORGANIZATIONAL DATA......Page 47
MASTER DATA......Page 49
TRANSACTION DATA......Page 54
Reporting......Page 55
WORK LISTS......Page 58
ONLINE LISTS......Page 59
INFORMATION SYSTEMS......Page 62
BUSINESS INTELLIGENCE......Page 63
CHAPTER SUMMARY......Page 64
REVIEW QUESTIONS......Page 65
3 Introduction to Accounting......Page 67
Organizational Data......Page 69
Master Data......Page 70
GENERAL LEDGER ACCOUNTS......Page 71
SUBSIDIARY LEDGERS AND RECONCILIATION ACCOUNTS......Page 75
ACCOUNTING DOCUMENTS......Page 76
PARALLEL ACCOUNTING......Page 77
CONCEPTS IN MANAGEMENT ACCOUNTING......Page 78
GENERAL LEDGER ACCOUNTING......Page 79
ACCOUNTS RECEIVABLE (AR) ACCOUNTING......Page 81
ASSET ACCOUNTING......Page 83
INTEGRATION WITH OTHER PROCESSES......Page 89
ACCOUNT INFORMATION......Page 90
ASSET EXPLORER......Page 91
FINANCIAL STATEMENTS......Page 92
CHAPTER SUMMARY......Page 94
REVIEW QUESTIONS......Page 95
4 The Procurement Process......Page 101
STORAGE LOCATION......Page 102
PURCHASING ORGANIZATION......Page 104
Master Data......Page 107
MATERIAL MASTER......Page 108
VENDOR MASTER......Page 110
PURCHASING INFO RECORDS......Page 111
CONDITIONS......Page 112
ITEM CATEGORIES......Page 113
ACCOUNT DETERMINATION......Page 114
GOODS MOVEMENT......Page 117
MOVEMENT TYPES......Page 119
Process......Page 120
REQUIREMENTS DETERMINATION......Page 121
SOURCE OF SUPPLY DETERMINATION......Page 123
ORDER PROCESSING......Page 125
INVOICE VERIFICATION......Page 132
PAYMENT PROCESSING......Page 135
Reporting......Page 137
PURCHASING INFORMATION SYSTEMS......Page 139
CHAPTER SUMMARY......Page 141
KEY TERMS......Page 142
REVIEW QUESTIONS......Page 143
5 The Fulfillment Process......Page 145
Organizational Data......Page 146
SALES ORGANIZATION......Page 147
DISTRIBUTION CHANNEL......Page 148
DIVISION......Page 150
SALES AREA......Page 151
PLANT......Page 152
SHIPPING POINT......Page 153
CREDIT CONTROL AREA......Page 156
MATERIAL MASTER......Page 157
CUSTOMER MASTER......Page 158
CUSTOMER-MATERIAL INFORMATION (INFO) RECORD......Page 161
OUTPUT CONDITIONS......Page 162
Process......Page 163
PRESALES ACTIVITY......Page 164
SALES ORDER PROCESSING......Page 167
SHIPPING......Page 172
BILLING......Page 178
PAYMENT......Page 182
Credit Management Process......Page 185
DOCUMENT FLOW......Page 188
WORK LISTS......Page 189
ONLINE LISTS......Page 190
ANALYTICS......Page 191
CHAPTER SUMMARY......Page 192
KEY TERMS......Page 193
REVIEW QUESTIONS......Page 194
6 The Production Process......Page 197
BILL OF MATERIALS......Page 200
WORK CENTER......Page 205
PRODUCT ROUTINGS......Page 209
Process......Page 214
REQUEST PRODUCTION......Page 215
AUTHORIZE PRODUCTION......Page 217
ORDER RELEASE......Page 222
GOODS ISSUE......Page 223
CONFIRMATIONS......Page 226
GOODS RECEIPT......Page 229
PERIODIC PROCESSING......Page 232
Reporting......Page 233
CHAPTER SUMMARY......Page 236
REVIEW QUESTIONS......Page 237
7 Inventory and Warehouse Management Processes......Page 239
Inventory Management......Page 240
GOODS RECEIPT......Page 241
TRANSFER POSTINGS......Page 242
STOCK TRANSFERS......Page 243
STOCK TRANSPORT ORDERS......Page 247
Organizational Data in Warehouse Management......Page 252
STORAGE TYPE......Page 253
PICKING AREA......Page 254
STORAGE BINS......Page 257
Processes in Warehouse Management......Page 260
PLAN WAREHOUSE MOVEMENT......Page 261
EXECUTE WAREHOUSE MOVEMENT......Page 263
CONFIRM WAREHOUSE MOVEMENT......Page 265
WAREHOUSE MANAGEMENT IN PROCUREMENT......Page 266
WAREHOUSE MANAGEMENT IN FULFILLMENT......Page 268
WAREHOUSE MANAGEMENT IN PRODUCTION......Page 271
WAREHOUSE MANAGEMENT IN STOCK TRANSFERS......Page 272
ORDER OF POSTINGS IN WM AND IM......Page 273
Reporting......Page 275
CHAPTER SUMMARY......Page 280
REVIEW QUESTIONS......Page 281
8 The Material Planning Process......Page 287
Master Data......Page 289
MATERIAL MASTER......Page 290
PRODUCT GROUPS......Page 300
Process......Page 303
SALES AND OPERATIONS PLANNING......Page 304
DISAGGREGATION......Page 309
DEMAND MANAGEMENT......Page 312
MATERIALS REQUIREMENTS PLANNING......Page 313
STOCK/REQUIREMENTS LIST......Page 322
CHAPTER SUMMARY......Page 328
KEY TERMS......Page 329
REVIEW QUESTIONS......Page 330
9 Process Integration......Page 333
Procurement, Fulfillment, and IWM Processes......Page 336
2: PROCUREMENT PROCESS—INITIAL STEPS......Page 338
4: FULFILLMENT PROCESS—SHIPPING......Page 346
6: FULFILLMENT PROCESS—CONCLUDING STEPS......Page 347
Procurement, Fulfillment, Production, and IWM Processes......Page 350
3: PRODUCTION PROCESS—INITIAL STEPS......Page 355
4: PROCUREMENT PROCESS (EXTERNAL)......Page 356
6: INVENTORY MANAGEMENT (STO)—CONTINUED......Page 358
7: WAREHOUSE MANAGEMENT PROCESS RELATED TO STO......Page 361
10: FULFILLMENT PROCESS—CONCLUDING STEPS......Page 362
CHAPTER SUMMARY......Page 364
REVIEW QUESTIONS......Page 365
EXERCISES......Page 366
Index......Page 367