This visual guide is part of a collection of documents created by the One Student One ERP (OSOE) project in collaboration with Institut Mines Telecom, Telecom Bretagne, Dresden University of Technology and the South Westfalia University of Applied Sciences. It can be used to teach modern ERP theory and practice to undergraduate students or professionals.
This chapter introduces the lecture goal, organisation and evaluation.
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In this presentation, we are going to explain how this lecture was designed. First, we define the goals of the course and especially what students can expect to learn by attending the course. Second, we explain the organisation of the lecture as a sequence of theory and tutorials that cover the different aspects of an ERP. Last we introduce the student evaluation process based on a case study and questionnaire.
"ERP: Theory, Practice and Configuration" is a lesson which has four main goals.
Seven sessions of three hours each organised as described on the picture above.
Every session will be organised in the same manner:
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.
We will now see the program of the seven sessions.
During session one, we will see how to handle career and assignment in today's ERP systems.
These two notions "Careers" and "Assignments" are here to help people to manage human resources.
The career workflow is very simple since careers are made of career steps which come one after the other.
Assignments are a little bit different since a person can have many assignments in the same time.
Once career and assignment be studied, we will then spend time on the first five ERP5 Tutorials which are:
Session two is the Customer Relationship Management (CRM) part of the ERP system.
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.
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.
Tickets are documents in ERP5 which can contain other documents such as Events or documents from the Document Management System (DMS).
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.
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.
Then five tutorials will be followed:
Session 3 which is part 1 of 3 about Trade management in ERP5 will teach you the universal workflow of a Sale/Purchase Order.
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.
We will then follow the following three tutorials:
Session 4 which is part 2 of 3 about Trade management in ERP5 is about packing lists.
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.
We will then follow the following three tutorials:
Session 5, which is the final session of the Trade management, will be about IFRS accounting.
During this session we will see what is IFRS accounting and what is the workflow of an accounting transaction (eg, invoice transaction).
We will follow the following two tutorials:
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:
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:
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.
This lesson will be evaluated through the preparation and configuration of an ERP system, such as ERP5, for a real company.
You will have to choose and describe their company according to the requirement of the course.
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.