Integrating Erpnext With SAP
||October 15, 2018
WEB APP OVER SAP
We need the following information to be available to the sales team on real time basis on their mobile phones. This information has to be displayed for the dealer code (sales person will input the dealer code) that is mapped to the sales person (For sales lead and business manager, data of all dealer codes of his sales team will be visible)
Bill-wise outstanding with due date. Due date to be calculated based on delivery date. Due date to be picked up from SAP
Should be able to input collection details (this is actual collection)
Billwise or on account
Cash or cheque
Multiple rows to input cheque details (if the salesman has picked up multiple PDCs)
Report of this data vs payment received. This will help in catching those salesman who keep PDCs with themselves and do not submit till the date of deposit but keep telling the management that they have collected the payment
Should be able to enter “expected collection” (for a bill) after talking to dealer eg. Cash / cheque with amount on date. Multiple rows possible as the dealer can give commitments of part payments. A report required datewise how much collection is expected.
Should be able to input order. Show current inventory and allow him to enter qty against the SKU. The same should be fed to SAP once he saves. Allow entry of order even where qty of stock is negative. Need a report at end-of-day of orders pending due to stock unavailability. Can this report be fetched from SAP as all orders are feeding into SAP?
Should be able to see status of his orders i.e. order billed, order rejected, order partially billed, order could not be billed due to stock shortage
They should be able to see the dispatch status of their dealers.
Should be able to see sellin achievement with target. Target will be defined in SAP on a monthly basis.
Delivery boys and Salesman should be able to see the bills assigned to them for dispatch. All bills (that are not delivered), irrespective of the dispatch date, should be shown
He should be able to mark the bill as delivered once he completes delivery
If the dealer has not accepted the stock then he should be able to mark not accepted by dealer. Can there be a check, later on, that all “not accepted by dealer” have been marked as sales return ?
He should be able to upload the photo of bill acknowledgement. Report of acknowledgements not uploaded
We also need to maintain original acknowledgments for GST purposes. So the ops executive should be able to update in the system that physical acknowledgement has been received. A report will be required of physical acknowledgements not received.
If delivery not completed, then alert of no. of bills that could not be delivered with date of dispatch
Delivery boys and salesman also pick up doa and sales return
They should be able to enter for which party they have picked up doa / SR.
Also they should be able to specify product and Qty.
Will delivery boys have the time to do this? How can this be simplified for them as there are many SKUs?
How can I link this data with the CN no. in SAP? Can this data feed into SAP and then allow accountant to see it and confirm before passing the entry for CN.
If we can achieve this, then we will not have to maintain DOA and SR register
And upload chitti received from the dealer
Problem faced today – tracking ack on SR/DOA CN. Manual process. Can I assign CNs to delivery boy / Salesman (if this is possible then I can use the same process as bill ack) ? This will help if I don’t receive ack
We also need to maintain original acknowledgments for GST purposes. So the ops executive should be able to update in the system that physical acknowledgement has been received. A report will be required of physical acknowledgements not received. (this is possible only if point d is possible)
A report of “Stock in tempo”, which is basically, bills dispatched but not delivered + doa picked up by delivery boy + SR picked up by delivery boy
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