ERP5

Jean-Paul Smets, Jacques Honoré,
Klaus Wölfel

Description:

• The first goal is to teach universal workflows in companies. By doing so, students will be able to understand fundamentals of how companies are organized and how ERP systems help companies to improve their performance by managing their business process.
• The second goal is to observe how workflows are implemented in an ERP. For this we will use TioLive instances delivered to each student of this lesson. Students will then be able to practice each workflow as company staff do everyday.
• 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.
  
• 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.

Introduction

• Class Overview
• Introduction to ERPs

Session 1: Carreers and assignments

• Presentation of Careers and Assignments
• Tutorial 1: How to log in
• Tutorial 2: How to create persons
• Tutorial 3: How to create Organisations

Session 2: CRM Events

• Presentation of incoming and outgoing events
• Tutorial 1: Linking persons and organisations
• Tutorial 2: How to create Events in campaigns
• Tutorial 3: How to post outgoing events

Session 3: CRM Tickets and Campaigns

• Presentation of Tickets and Campaigns
• Tutorial 1: How to create campaigns
• Tutorial 2: How to request someone to post
• Tutorial 3: How to process incoming events

Session 4: Sales Orders

• Presentation of sales order and products
• Tutorial 1: How to create products
• Tutorial 2: How to create Trade Conditions
• Tutorial 3: How to create Sales Orders

Session 5: Sales Packing Lists

• Presentation of Packing Lists
• Tutorial 1: How to manage packing lists
• Tutorial 2: How to manage invoices
• Tutorial 3: How to create a payment

Session 6: IFRS Accounting

• Tutorial 1: How to create purchase invoice transaction
• Tutorial 2: How to create accounting report
  

Session 7: Document Management

• Presentation of document management
• Tutorial 1: How to manage document versioning
• Tutorial 2: How to translate a document
• Tutorial 3: How to link a document to a record in ERP5

Session 8: ERP Consulting and Configuration

• Tutorial 1: How to fill the Configuration Questionnaire
• Tutorial 2: How to fill the Category Spreadsheet

Evaluation

• Evaluation Document
• Evaluation Spreadsheet Sample
• Evaluation Spreadsheet Template
• Evaluation Online Questionnaire