by <ahref="http://www.osoe-project.org/contact">OSOE Project</a>
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<p>Welcome to this course "ERP: Theory, Practice, and Configuration. ERP or ERP systems are short for Enterprise Resource Planning systems. This Course is an cooperation between CCEC ( Competence Center eCommerce) and Nexedi - a french provider of open source software developments and consulting services. It is Nexedi which developed the course ideas and content, and together we are now trying to further develop the course and the study materials in the direction of rich multi- media setting, which addresses both theory and practice.</p>
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<h1>Agenda</h1>
<ul>
<li>What are the objectives of the course</li>
<li>How the course is structured</li>
<li>How the sessions are organised</li>
<li>How you will be evaluated</li>
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<h1>Course Objectives</h1>
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<li>Being capable of configuring an ERP</li>
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<p>"ERP: Theory, Practice and Configuration" is a lesson which has three main goals.</p><ul>
<li>The first one is to teach you the universal and fundamental workflow of the companies. By doing so, you will be able to understand how is organised any company and how ERP systems help companies to improve their performance by managing their business process.</li>
<li>The second step is to see how the theoretical workflow is applied in an ERP. For this we will use ERP5 instances delivered to each student of this course. You will then be able to use it as companies do everyday.</li>
<li>The third goal is to teach how to perform an initial consulting process for an ERP implementation. We will use an online questionnaire with the most important questions to ask to a company during this process. The objective of the questionnaire is to identify those business processes which are not successful enough and which can be improved using an ERP. The objective is to understand how to set the priorities for an ERP implementation.</li>
<li>The fourth goal is to teach how to configure an ERP through the definition of so-called categories. Since the configuration is made through a spreadsheet, no programming skills are needed and the focus is kept on management and organization rather than on technical details.</li>
<p>As an introduction to ERP, this course has four main objectives.</p><ul>
<li>The first objective is to teach you some fundamental engineering business processes as they are applied by many companies. By doing so, you will be able to understand how companies are usually organised, and how ERP systems can help them to improve their performance by better managing their business processes.</li>
<li>The second objective/ step of this course, will be to see how the theoretical workflows are actually implemented and managed in an ERP system. For this, you will use ERP5 instances delivered to you as an open source ERP system for some hands-on case studies.</li>
<li>The third goal is to teach you how to perform an initial consulting process for an ERP implementation. You will use an online questionnaire with the most important questions in regards to the planning, development, and implementation of an ERP system. This questionnaire will assist both you as the student in a role of a consultant, and the considered company to identify business processes which are not yet successful enough, which could be improved with the help of an ERP system. In this case, you need to learn to understand how to set priorities for an ERP implementation.</li>
<li>Finally, the fourth goal is to teach how to configure an ERP through the definition of so-called categories. Since such an configuration is conducted with the help of a spreadsheet, no programming skills are required, and you can focus on management and organisational aspects rather than on technical details.</li>
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<h1>Course Structure</h1>
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<p>This course is composed of two stages.</p><li>In the first stage, you will learn what an ERP is, what universal business processes are involved in an ERP system, and how to identify them when you are using an ERP system. You will not only have theoretical knowledge about different functions and components of an ERP system, but also have the opportunity to actually practice on your own ERP system (demonstrated with ERP5).</li>
<li>In the second stage, you will need to use the knowledge you gained in the previous stage to perform a ERP category configuration as a real consultant for an implementation filed ( a company) of your choice. You will need to interview a company of your choice with the help of ERP5 questionnaire to analyse this company's business, identify its important business processes, recognise the needs for improvements, and find out by yourself how an ERP system could help this company to achieve greater success.</li>
<p>Thus, at this point of time, you should already start to look for a company that is willing to share its business with you, and in return, gain more insights about its business processes and potential for improvements. Note: you need to look for a company that hasn't been using an ERP system.</p>
<p>Seven sessions of three hours each organised as described on the picture above.</p><p>Every session will be organised in the same manner:</p><p>We will begin with a presentation of the theoretical and universal workflow of the company. Then you will have time to work on the following ERP5 tutorials related to the studied workflows. During the tutorials, you are free to ask your questions to the teacher.</p><p>We will now see the program of the seven sessions.</p>
<p>This course is composed of seven sessions. Three learning hours are required for each session.</p><p>All sessions are organised in a similar manner: begin with the presentation of relevant universal business processes in companies, followed by several tutorials with detailed instruction to explain you how to follow/ use the business processes in ERP5. The tutorials are designed to enhance your understanding towards the explained workflows.</p><p>A general introduction to each session is provided as below.</p>
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<h1>Session 1: Carreers and Assignments</h1>
<imgalt="Session 1: Carreers and Assignments"title="Session 1: Carreers and Assignments"src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.Carreers.And.Assignments?format=jpg"type="image/png">
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<p>During session one, we will see how to handle career and assignment in today's ERP systems.</p><p>These two notions "Careers" and "Assignments" are here to help people to manage human resources.</p><p>The career workflow is very simple since careers are made of career steps which come one after the other.</p><p>Assignments are a little bit different since a person can have many assignments in the same time.</p><p>Once career and assignment be studied, we will then spend time on the first five ERP5 Tutorials which are:</p><ul>
<p>During session one, you will learn how to use "Career" and "Assignments" to efficiently manage human resources in a company.</p><p>As you can see, the career workflow is quite simple since a person's career path is made of different career steps that come one after another. Assignments are a little bit different since a person could have many different assignments at the same time depending on his/her job content.</p><p>This session contains five tutorials:</p><ul>
<li>"How to create Persons" will teach you how to create a document in ERP5 which will represent the person.</li>
<li>"How to create new User" will teach you how to create user account in ERP5 which will authorize the other team members to access to your ERP5 instance.</li>
<li>"How to create Organisations" will teach you how to create a document in ERP5 which will represent the organisation.</li>
<li>"How to create Bank Accounts" will teach you how to add bank accounts to a existing organisation or person so that they can be used in trade module in ERP5.</li>
<li>"How to link Persons and Organisations" will teach you how to link the document which represents the person to the document which represents the organisation which the person is working for.</li>
<li>"How to create new User" will teach you how to create an user account in ERP5 that allows other people to access your ERP5 system.</li>
<li>"How to create Organisations" will teach you how to create a document in ERP5 which represents the organisation.</li>
<li>"How to create Bank Accounts" will teach you how to add bank accounts for an existing organisation or person so that they can be used in trade module in ERP5.</li>
<li>"How to link Persons and Organisations" will teach you how to link the document which represents a person to the document which represents the organisation that the person is working for.</li>
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<h1>Session 2: CRM Tickets and Events</h1>
<imgalt="Session 2: CRM Tickets and Events"title="Session 2: CRM Tickets and Events"src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.CRM.Tickets.And.Events?format=jpg"type="image/png">
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<p>Session two is the Customer Relationship Management (CRM) part of the ERP system.</p><p>We will study Tickets and Events, and their specific workflows. Events are documents in the system which represent every interaction we have with our customers, our suppliers etc.</p><p>Recording every "Event" which occurred during the company's activity will help us to learn more about our customers and our suppliers. Further information about what have been done with or said to a specific person will be available to persons who need it.</p><p>Tickets are documents in ERP5 which can contain other documents such as Events or documents from the Document Management System (DMS).</p><p>Having such records will help you to organise and follow your interaction with persons outside the company. Specific workflows are applied to Tickets depending of their nature.</p><p>In ERP5 we have four kinds of Tickets: the Campaigns, the Sale Opportunities, the Support Requests and the Meetings. Each one will be studied during this session.</p><p>Then five tutorials will be followed:</p><ul>
<p>Session 2 teaches you how Customer Relationship Management (CRM) are implemented in ERP5 system.</p><p>It manily consists of "Tickets" and "Events", and the specific workflows between them. Events are documents in the ERP system which represent every interaction we have with our customers, suppliers etc. Recording every "Event" occurred in the company could help keeping track of all activities the company interacted with its partners and customers. Tickets are documents in ERP5 that could contain other documents, such as Events, or documents from the Document Management System (DMS).</p><p>Having such a system the company's CRM could be better organised and managed.</p><p>In ERP5, there are four kinds of Tickets: Campaigns, Sale Opportunities, Support Requests and Meetings. They will be explained in details in this session.</p><p>Session 2 involves five tutorials:</p><ul>
<li>"How to create Campaigns" will teach you how to create new Campaigns in ERP5.</li>
<li>"How to create Events in Campaigns" will teach you how to create new Events from an existing Campaign in ERP5, you will then see how phone calls, emails, fax etc., look like in such systems.</li>
<li>"How to post outgoing Events" will teach you how you can send Events such as emails directly from ERP5.</li>
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<h1>Session 3: Sale Orders</h1>
<imgalt="Session 3: Sale Orders"title="Session 3: Sale Orders"src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.Sale.Orders?format=jpg"type="image/png">
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<p>Session 3 which is part 1 of 3 about Trade management in ERP5 will teach you the universal workflow of a Sale/Purchase Order.</p><p>The Sale/Purchase order document in an ERP is the one which will handle trade from the early phase of an offer to the final order made by you or the client.</p><p>We will then follow the following three tutorials:</p><ul>
<li>"How to create Products" will teach you how to create a document in ERP5 to represent a product.</li>
<li>"How to create Trade Conditions" will teach you how to create trade conditions to apply on sale/purchase orders.</li>
<li>"How to create Sale Orders" will teach you how to create a Sale Order with ERP5.</li>
<p>Session 3 is one of the three parts in relation to Trade Management in ERP5. You will learn the universal workflow of a Sale/Purchase Order in this session.</p><p>The Sale/Purchase order document in ERP5 is used to handle a trade process from the beginning (offer) till the end(order).</p><p>Three tutorials are used for this session:</p><ul>
<li>"How to create Products" will teach you the process of creating a document in ERP5 that represents a product.</li>
<li>"How to create Trade Conditions" will teach you to create different kinds of trade conditions which could be applied in different conditions. Trade conditions are often used in international companies.</li>
<li>"How to create Sale Orders" teaches you how to create a sale order in ERP5.</li>
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<h1>Session 4: Packing Lists</h1>
<imgalt="Session 4: Sale Packing Lists"title="Session 4: Sale Packing Lists"src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.Sale.Packing.Lists?format=jpg"type="image/png">
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<p>Session 4 which is part 2 of 3 about Trade management in ERP5 is about packing lists.</p><p>Packing lists are used to trace the movements of products or services. Once an order has been made, products or services have to be delivered. In the case of products, either to send the products to the customer, or to receive them from the supplier.</p><p>We will then follow the following three tutorials:</p><ul>
<li>"How to manage Packing Lists" will introduce you to Packing Lists module in ERP5.</li>
<p>Session 4 is the second part of Trade Management in ERP5, specifically related to packing lists.</p><p>Packing lists are used to trace the movements of products or services. Once an order has been made, products or services have to be delivered. A company could be either the deliverer of an order or the recipient of an order.</p><p>The following tutorials are used in this session:</p><ul>
<li>"How to manage Packing Lists" will introduce you the Packing Lists module in ERP5.</li>
<li>"How to manage Invoices" will teach you how invoices can be generated from existing packing lists.</li>
<li>"How to create a Payment" will teach you how to create a payment related to a specific invoice.</li>
<p>Session 5, which is the final session of the Trade management, will be about IFRS accounting.</p><p>During this session we will see what is IFRS accounting and what is the workflow of an accounting transaction (eg, invoice transaction).</p><p>We will follow the following two tutorials:</p><ul>
<li>"How to create Invoice Transaction from Scratch" will teach you how to create sale or purchase invoice transactions manually when you need, instead of generating from an existing Packing List.</li>
<li>"How to create Accounting Report" will teach you which type of report you can generate with ERP5, and how to generate them.</li>
<p>Session 5 - the last part of Trade Management in ERP5 is about IFRS accounting.</p><p>During this session you will learn what IFRS accounting is and the universal workflow of an accounting transaction (eg. an invoice transaction).</p><p>This session contains two tutorials:</p><ul>
<li>"How to create Invoice Transaction from Scratch" will teach you how to manually create sale and purchase invoice transactions instead of generating from an existing Packing List.</li>
<li>"How to create Accounting Report" will teach you how to generate accounting reports and the different types of reports in ERP5.</li>
<p>Document management is a very important point of ERP system. It allows companies to organise and share their knowledge. This session will be a quick tutorial of how to manage electronical documents in this orders:</p><ul>
<p>Document management is an important component of ERP5. It allows companies to organise and share knowledge in an efficient way. This session will show you how to manage electronic documents. Tutorials are displayed as follows:</p><ul>
<li>"How to create a document"</li>
<li>"How to release the document"</li>
<li>"How to prepare the second version"</li>
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<h1>Session 7: ERP Consulting and Configuration</h1>
<imgalt="Session 7: ERP Consulting and Configuration"title="Session 7: ERP Consulting and Configuration"src="http://img.erp5.cn/P-OSOE-ERP.Configuration.Introduction.ERP.Consulting.Configuration?format=png"type="image/png">
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<p>During the last session you will learn how to perform an initial consulting process for an ERP Implementation and how to configure ERP5 Categories. You will later perform both on an implementation field that you choose:</p><ul>
<li>"How to fill the Questionnaire" explains to you for the initial consulting process, how to use an on-line questionnaire in order to find out the successful and unsuccessful business processes of the company. This helps to define the priorities for the ERP implementation.</li>
<p>During the last session you will learn how to perform an initial consulting process for an ERP implementation, and how to configure ERP5 Categories. After this session, you will need to perform the category configuration that you learned on an implementation field (a company) of your choice. The tutorials contained in this session are as follows:</p><ul>
<li>"How to fill the Questionnaire" explains you how to use the online questionnaire provided by ERP5 on its questionnaire platform. It helps you to identify the successful and unsuccessful business processes in a company. It also helps you to define the priorities for ERP implementation.</li>
<li>"How to fill the Category Spreadsheet" teaches you how to use the answers to the questionnaire to perform an initial category configuration of ERP5 for the implementation field. Since the configuration is made through a spreadsheet, no programming skills are needed and the focus is kept on management and organisation rather than on technical details.</li>
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<h1>Case Study</h1>
<ul>
<li>Aurora Systems</li>
<li>A small german software company</li>
<li>Questionnaire and Spreadsheet</li>
<li>Zawee ERP5 Implementation Success Case</li>
<li>Case Study Interview</li>
<li>Case Study Spreadsheet Sample</li>
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<p>The case study presents Aurora Systems, a german software company which develops a school library management software. You will see the answers to the most important questions in the questionnaire for this company and learn which category configuration results from these answers.</p>
<p>The case study presents Zawee Fashion Shop, a shop that locates in Paris, France and sells fashion products. This case study contains a general introduction of the company, a video interview with the shop owner, and a sample category spreadsheet generated from the interview results.</p>
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<h1>Evaluation</h1>
<ul>
<li>Prepare and configure an ERP</li>
<li>Real case</li>
<li>Understand common concepts and workflows in an ERP system</li>
<li>Interview a company of your choice</li>
<li>Fill the questionaire to perform the initial consulting process</li>
<li>Fill the category spreadsheet to configure the ERP</li>
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<p>This lesson will be evaluated through the preparation and configuration of an ERP system, such as ERP5, for a real company.</p><p>You will have to choose and describe their company according to the requirement of the course.</p><p>Then you will have to analyse the answers of your questionnaire and create a useful category configuration for your company in order to help them taking decisions and improve the company's management.</p>
<p>This course will be evaluated by two main criteria:</p><li>How well you understand ERP related concepts, functions, and workflows;</li>
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and how well you performed in the ERP consulting and configuration stage ( questionnaire answers and category spreadsheet).
<p>After you learned how an ERP system functions, you should be able to conduct the interview and analyse the answers you gained from the interview, organise them into useful ERP implementation related information. Your information should be able to help the company to identify weakness and inefficiencies in their business/ management processes, and advise them potential methods for improvements.</p>
