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AMITY INSTITUTE OF INFORMATION TECHNOLOGY (AIIT)
AMITY UNIVERSITY, UTTAR PRADESH
PROJECT REPORT ON
ERP IN MANAGEMENT INFORMATION SYSTEM
A Project report
to be submitted by
Khushbu
A1004911035
B.Sc-IT(V)
Submitted to-
Ms. Deepa Gupta
Internal Guide
Asst.Professor,AIIT
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INTERNAL GUIDE CERTIFICATE
This is to certify that Khushbu ,student of Amity Institute of Information Technology(Enrollment no: A1004911035) has successfully completed the project report titled
ERP in MIS. This is authentic work carried out by her under my guidance. This
project report has not been awarded before for obtaining degree or diploma in any
course to the best of my knowledge and belief.
Guide/supervisor :
Designation :
Date :
Place :
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ACKNOWLEDGEMENT
My first experience of project has been successful, I am thankful to my project
guide Mrs Navita Dubal, IT Manager, REC under whose guidelines I was able to
complete my project. I am wholeheartedly thankful to her for giving me her
valuable time & attention & for providing me a systematic way for completing my
project in time.
I am also thankful to Mr. Prasantha Mukhopadhyay, Head of IT Deptt. REC and
all training and development members for providing me assistance in various
hardware and software problems encountered during the course of my project.
I also convey my thanks to TCS staff for helping and guiding me in my project.
Special thanks to Mr. P.J Thakkar, Director(Technical),REC and Mr. Bal
Mukand, Ex-Director(technical),REC for giving me such an opportunity and
allowing me to work on this project.
I also thank my faculty guide Ms. Deepa Gupta for her cooperation and support.
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STUDENT CERTIFICATE
I, Khushbu, a student of Bachelor of Science-Information Technology (IT), in the
Department of Information and Technology, Amity Institute of Information and
Technology, Amity University, Noida, under class Roll No.A1004911035, for the
session 2011-14, hereby, declare that the project entitled ERP in Management
Information System has been completed by me in the Summer Training II. I
hereby declare, on behalf of myself, that the matter embodied in this project is an
original work and has not been submitted earlier for award of any degree or
diploma to the best of my knowledge and belief. Moreover, the project report does
not breach any existing copyright or any other third party rights.
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ABSTRACT
Rural Electrification Corporation Limited (REC), a NAVRATNA Central Public Sector
Enterprise under Ministry of Power, was incorporated on July 25, 1969 under the
Companies Act 1956. Its main objective is to finance and promote rural electrification
projects all over the country. It provides financial assistance to State Electricity Boards,
State Government .
The purpose of MIS in ERP is to facilitate the flow of information between all business
functions inside the boundaries of the organization and manage the connections to
outside stakeholders. These reports include near-real-time performance of cost centers
and projects with detail sufficient for individual accountability.
Project Scope: It covers only ERP application covering the corporate offices and its
project offices.
Tools: Oracle SQL ,Toad,Oracle Report Builder,XML Oracle Desktop Publisher:
Development Platform: Microsoft Windows XP professional
Deployment Platform: Microsoft Windows XP professional
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Table of contents
Company Certificate
Internal Guide Certificate
Acknowledgement
Student Certificate
Abstract
1.Introduction to Organization .................................................................................................... 7-8
2.Introduction to Project ............................................................................................................ 9-11
2.1 Objective ........................................................................................................................... 9
2.2 Problem Definition ......................................................................................................... 10
2.3 Scope ............................................................................................................................... 10
2.4 Definitions, Acronyms, and Abbreviations .................................................................... 10
2.5 Technologies and Tools to be used ........................................................................... 10-11
3.Software Requirement Specification .......................................................................................... 12
4.Architecture.......13-27
4.1 Design and Development ......................................................................................... 18-21
4.2 Application Structure ................................................................................................ 22-27
5.Validation Checks ...................................................................................................................... 28
5.1 Format check ................................................................................................................ 28
5.2 Limit check ..................................................................................................................... 28
5.3 Range Check ...................................................................Error! Bookmark not defined.
6.Testing .................................................................................................................................. 29-30
7.Maintenance ............................................................................................................................... 31
8.Limitation of the Project ............................................................................................................. 32
9.Scope of the Project .................................................................................................................... 33
10.Glossary .............................................................................................................................. 34-35
11.Bibliography ............................................................................................................................. 36
12.Screenshots ......................................................................................................................... 37-64
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INTRODUCTION TO ORGANIZATION
Rural Electrification Corporation Limited, a NAVRATNA
Central Public Sector Enterprise under Ministry of Power, was incorporated on July 25,
1969 under the Companies Act 1956. REC a listed Public Sector Enterprise
Government of India with a net worth of Rs. 12,789 Crore as on 31.03.11. Its main
objective is to finance and promote rural electrification projects all over the country. It
provides financial assistance to State Electricity Boards, State Government Departments
and Rural Electric Cooperatives for rural electrification projects as are sponsored by
them.
REC provides loan assistance to SEBs/State Power Utilities for investments in rural
electrification schemes through its Corporate Office located at New Delhi and 17 field
units (Project Offices), which are located in most of the States.
The Project Offices in the States coordinate the programmes of RECs financing with
the concerned SEBs/State Power Utilities and facilitate in formulation of schemes, loan
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sanction and disbursement and implementation of schemes by the concerned SEBs/State
Power Utilities.
Mission & Vision:
a .To facilitate availability of electricity for accelerated growth and for enrichment of
quality of life of rural and semi-urban population.
b.To act as a competitive, client-friendly and development-oriented organisation for
financing and promoting projects covering power generation, power conservation,
power transmission and power distribution network in the country.
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INTRODUCTION TO PROJECT
Enterprise resource planning (ERP) is a cross-functional enterprise system driven by
an integrated suite of software modules that supports the basic internal business
processes of a company. ERP gives a company an integrated real-time view of its core
business processes such as production, order processing, and inventory management,
tied together by ERP applications software and a common database maintained by a
database management systems. ERP systems track business resources (such as cash, raw
materials, and production capacity) and the status of commitments made by the business
(such as customer orders, purchase orders, and employee payroll), no matter which
department (manufacturing, purchasing, sales, accounting, and so on) has entered the
data into the system. ERP facilitates information flow between all business functions
inside the organization, and manages connections to outside stakeholders.
Enterprise system software is a multi-billion dollar industry that produces components
that support a variety of business functions. IT investments have become the largest
category of capital expenditure in United States-based businesses over the past decade.
Enterprise systems are complex software packages that offer the potential of integrating
data and processes across functions in an enterprise. Although the initial ERP systems
focused on large enterprises, there has been a shift towards smaller enterprises also
using ERP systems.
Organizations consider the ERP system a vital organizational tool because it integrates
varied organizational systems and enables flawless transactions and production.
However, an ERP system is radically different from traditional systems
development. ERP systems can run on a variety ofcomputerhardware and networkconfigurations, typically employing a database as a repository for
information.
2.1 OBJECTIVE:
The purpose of MIS in ERP is to facilitate the flow of information between all business
functions inside the boundaries of the organization and manage the connections to
outside stakeholders. These reports include near-real-time performance of cost centersand projects with detail sufficient for individual accountability.
http://en.wikipedia.org/wiki/Computer_hardwarehttp://en.wikipedia.org/wiki/Computer_hardwarehttp://en.wikipedia.org/wiki/Computer_networkhttp://en.wikipedia.org/wiki/Databasehttp://en.wikipedia.org/wiki/Databasehttp://en.wikipedia.org/wiki/Computer_networkhttp://en.wikipedia.org/wiki/Computer_hardwarehttp://en.wikipedia.org/wiki/Computer_hardware -
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2.2 PROBLEM DEFINITION
The first step in doing Systems Analysis and Design is Problem Definition.
Problem Definition process includes:
To get the requirements of user Discuss the actual inputs and outputs demanded in particular format. Outline a Strategy for developing the required reports to make them live on front
end.
2.3 SCOPE
It covers ERP of production.
2.4 Definitions, Acronyms, and Abbreviations:
SQL (Structured Query Language): It is used to create query for database. Oracle Reports: It is suite of programs that allows your organization to
centralize report processing and to better manage reporting.
ERP (enterprise resource planning): It is an industry term for the broad set ofactivities that helps a business manages the important parts of its business.
XML (Extensible Markup Language): Itis a markup language that defines aset of rules for encoding documents in a format that is both human-readable and
machine-readable.
2.5 Technologies and Tools to be used:
Front End:Oracle Apps 11i:An industry term for the broad set of activities that helps a
business manage the important parts of its business.
Back End:RDBS Oracle:The Oracle Database is an object-relational database
management system (ORDBMS) produced and marketed by Oracle Corporation.
Languages/Tools:Oracle SQL: It is used to create query for database.
Toad: Oracle Database Tool for SQL Development and Administration
Oracle Report Builder: A query builder with a visual representation of the
specification of SQL statements to obtain report data
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XML Oracle Desktop Publisher: The engine can format any well-formed
XML data, allowing integration with any system that can generate XML,
including Web Servicesor any data source available through JDBC.
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SOFTWARE REQUIREMENT SPECIFICATION
Complete understanding of software requirements is essential to the success of asoftware development effort. Requirement analysis is a process of discovery,
refinement, modeling and specification. Models of the required data, information and
control flow, and operational behavior are created.
A number of requirement activities are there like:
Requirement understanding-understood the reporting needs of the user Detailed discussion with user to gather requirements Reading their original reports.---old report formats Structure and Layout planning Developed initial reports and got it treated by user before converting to final Test case generation
In oracle reports, analysis lies in knowing the complete information about the
user requirement. The reports are :
1. REC DVAT Payment Report.2. REC Scheme General Details Report.3. REC Project Status Report.4. REC Scheme wise Disbursement Report.
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ARCHITECTURE
The reports have been developed on the basis of following requirements.
This report gives the user details of the Dvat payment under various project categories
along with the vendor name and its vendor registration number. Invoice Amount,
Invoice date, Tax Amount, Tax Rate, Invoice number are also shown.
Input: Combination of effective dates for period.
Output: To obtain vendor name, vendor registration number, Invoice Amount, Tax
Amount, Tax Rate, Invoice number Invoice dateand the combination of effective dates
entered.
Table name: REC DVAT PAYMENT REPORT
Serial
No.
Inputs / Outputs
Description
Data type Comment
1. Vendor Name Character Name of the project2. Vat Registration
Num
Varchar2 Registration number
3. Project Number Varchar2 Project Number
4. Project Name Varchar2 Name of the project
5. Tax Amount Varchar2 Tax Amount of the vendor
6. Invoice Date Date Date of the creation of invoice
7. Invoice Amount Varchar2 Invoice amount sanctioned to the
vendor
8. Customer Varchar2 Customer to whom loan is sanctioned
9. Tax Rate Varchar2 Tax sanctioned rate
10. Invoice Num Varchar2 Invoice number sanctioned to the
customer
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FORMAT:
REC DVAT PAYMENT REPORT
From date-
To date-
2. This report gives the user details of the Scheme General Report under various project
categories over the last five financial years along with the Scheme codeand its Schemename. Scheme location, Borrower name, Date of Documentation, Scheduled cod date
and Revised cod date are also shown.
Input: Combination of effective dates for period.
Output: To obtain Scheme code, Scheme name, Scheme location, Borrower name,
Date of Documentation, Scheduled cod date, Revised cod date and combination of
effective dates entered.
Table name:REC SCHEME GENERAL DETAILS REPORT
Vendor
Name
Vat
Registration
Number
Invoice
Date
Invoice
Amount
Tax
Amount
Tax Rate Invoice
Number
Invoice
Date
Serial
No.
Inputs / Outputs
Description
Data type Comment
1. Scheme code Character Code of the project
2. Scheme name Varchar2 Scheme name of the project
3. Project Number Varchar2 Project Number
4. Project Name Varchar2 Name of the project5. Scheme location Varchar2 Location of the scheme
6. Borrower name Character Date of the creation of invoice
7. Date of
Documentation
date Date of the scheduled documentation
8. Customer Varchar2 Customer to whom loan is sanctioned
9. Scheduled cod date Date Scheduled Cod date
10. Revised cod date Date Revised Cod date
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FORMAT:
REC SCHEME GENERAL DETAILS REPORT
From date-
To date-
Scheme
code
Scheme
name
Scheme
location
Borrower
name
Date of
Documentation
Scheduled
cod date
Revised
cod date
Borrower
name
3. This report facilitates the user to know the number of Projects of a particular project
type in a particular status and the other important details associated with the project.
Input: Project type and Project Status Name are entered by user
Output: To obtain Project Number, Project ID, Project Name, Date Created, Major
Category, Minor Category, Customer, Sanctioned Date, Loan Amount Sanctioned
according to the user entered project type & project status name, from the specified
database.
Table name: REC Project Status Report
Serial
No.
Inputs / Outputs
Description
Data type Comment
1. Project Type Character Type of the project
2. Project Status
Name
Character Status of the project
3. Project Number Varchar2 Project Number
4. Project Name Varchar2 Name of the project
5. Date Created date Date of the project beginning6. Major category Varchar2 Major category in which the project
exist
7. Minor category Varchar2 Minor category in which the project
exist
8. Customer Varchar2 Customer to whom loan is sanctioned
9. Sanctioned Date date Loan sanctioned date
10. Loan amount
Sanctioned
Varchar2 Loan amount sanctioned to the
customer
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FORMAT:
REC Project Status Report
Project Type:
Project Status Name:
4.This report gives the user, details of the disbursement under various project categoriesover the last five financial years along with the name of state and its customer. Scheme
Code, Date of Sanction, Amount Sanctioned are also shown.
Input: Minor Category is needed to be entered by the user.
Output: To obtain State name, Utility, Scheme Code, Minor Category, Date of
Sanction, amount Sanctioned, Disbursement Years- 2008-09, 2009-10,2010-11,2011-
12,2012-13 from the specified database.
Table name: REC Scheme wise Disbursement Report
Project
Number
Project
Name
Date
Created
Major
category
Minor
Category
Customer Sanctioned
Date
Loan
Amount
Sanctioned
Serial
No.
Inputs / Outputs
Description
Data type Description
1. Statename Varchar2 Name of the state
2. Utility Varchar2 Name of the
customer
3. Scheme Code Varchar2 Code of the scheme
4. Minor Category Varchar2 Project Minor
Category5. Date of sanction Varchar2 Date of sanction of
loan amount
6. Disb 08-09 Varchar2 Disbursed amount
during year 2008-09
7. Disb 0910 Varchar2 Disbursed amount
during year 2009-10
8. Disb 10-11 Varchar2 Disbursed amount
during year 2010-11
9. Disb 11-12 Varchar2 Disbursed amount
during year 2011-12
10. Disb 12-13 Varchar2 Disbursed amount
during year 2012-13
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FORMAT:
REC Scheme wise Disbursement Report
Minor Category-
Statename Utility Scheme
Code
Minor
Category
Date of
Sanction
Amount
Sanctioned
Disb
08-09
Disb
09-10
Disb
10-11
Disb
11-12
Disb
12-13
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DESIGN AND DEVELOPMENT
1. Table Columns-
Vendor name, vendor registration number, Invoice Amount, Tax Amount, TaxRate,Invoice number, Invoice date.
User inputs-
From Date, To Date
Report-
REC Dvat payment Report
User input-
From Date, To Date
Oracle
Database
Process
(Sql, Rdf,
Xml, Rtf)
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2.Table Columns-
Scheme code, Scheme name, Scheme location, Borrower name, Date of
Documentation, Scheduled cod date, Revised cod date
User inputs-
From Date, To Date
Report-
REC Scheme General Details Report
User input-
From Date, To Date
Oracle
Database
Process
(Sql, Rdf,
Xml, Rtf)
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3.Table Columns-
Project ID, Project Name, Date Created, Major Category, Minor Category,
Customer, Sanctioned Date, Loan Amount Sanctioned
User inputs-Project Type, Project Status Name
Report-
REC Project Status Report
User input-
Project Type,
Project Status Name
Oracle
Database
Process
( Sql, Rdf, Xml,
Rtf)
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4.Table Columns-
Statename, Utility, Scheme Code, Minor Category, Date of Sanction, Amount
Sanctioned, Disbursement years 2008-09, 2009-10, 2010-11, 2011-12, 2012-13
User inputs-
Minor category.
Report-
REC Scheme Wise Disbursement Report
User input-
Minor Category
Oracle
Database
Process
(Sql, Rdf,
Xml, Rtf)
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APPLICATION STRUCTURE
SQL
Structured Query Language Standard language Can be pronounced as S-Q-L or as sequel
(which refers to an antiquated dialect)
Language common to many modern databases MySQL PostgreSQL Oracle Microsoft SQL Server
Most SQL databases are relational Relationships between sets of data link them together Other types: hierarchical (MUMPS), object oriented Also usually handles concurrency (simultaneous
access from multiple locations)
Why we use relational databases?
Reduce redundancy and associate different kinds of data Example: training class
Instructor table has names of instructors
Students table has names/info of students
Each class then links instructors and students with other unique information
Most data exists in only one location, so changing it is easy Data storage is much smaller
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Database Definitions
Field (Column) Piece of data to store
Row unique set of fields
Table Set of rows with fields in the same order
Database Disk set aside for a set of tables Access control for users
Instance Memory and CPU allocated to multiple databases
Data Types
Numercal Integer and floating point
String (Text)
Variable or fixed length
Time/Date Date Time Year
Enum (set of named options) Binary (BLOB)
SQL Command Types
Definition Create/Modify/Delete structure that data will go into.
Manipulation Add, update, or remove rows or row data
Retrieval Get data from database
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No change to values Transaction
Wrap several statements into one block Useful to back out if a statement fails
Control Access control for users or groups
Other Some databases extend SQL or allow user defined functions
Definition
CREATE
Creates a new table in a database DROP
Deletes an existing table from a database Any data stored is deleted as well
ALTER Alter parts of an existing table Remove or add fields Modify field data types Change storage engine Can be done on-the-fly, but be aware of Consequences
Manipulation
INSERT Add new row to a table
UPDATE Change contents of row(s) that already exist in table
DELETE Remove row(s)
Retrieval
SELECT
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Get data from table(s) Can be constrained by:
Which fields get returned Logic operations on row contents (less than, greater than, equal to, etc.)
Can also include JOIN clauses to search across multiple tables in onestatement
Transaction
Ensures that multiple events happen at one time.
Canonical example is a financial transaction Transfer of money from one person to another can't be interrupted while
in process
Either money goes from person A to person B or nothing happens Another example is correcting mistakes or backing out of an error
START TRANSACTION Defines start of a block of transactions Data changes are not seen by other users until transaction is committed
COMMIT All changes are made permanent
ROLLBACK Undo all changes made during course of transaction
COMMIT and ROLLBACK end the transaction
SQL Functions
COUNTnumber of rows in result SELECT COUNT(*) ;
SUMadd numbers together SELECT SUM( 4 + 5 );
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CURRENT_DATEreturn current date SELECT CURRENT_DATE();
MIN Returns the minimum value of an expression.
MAX Returns the maximum value of an expression.
IN Reduce the need to use multiple OR conditions.
SQL Conditions
"AND" Condition Allows to create an SQL statement based on 2 or more conditions being
met. It can be used in any valid SQL statement - select, insert, update, or
delete.
"OR" Condition Allows to create an SQL statement where records are returned when any
one of the conditions are met. It can be used in any valid SQL statement
- select, insert, update, or delete.
LIKE Condition Allows to use wildcards in the where clause of an SQL statement. This
allows you to perform pattern matching. The LIKE condition can be used
in any valid SQL statement - select, insert, update, or delete.
BETWEEN Condition
Allows to retrieve values within a range.
EXISTS Condition Considered "to be met" if the subquery returns at least one row.
Union Query
Allows you to combine the result sets of 2 or more "select" queries. Itremoves duplicate rows between the various "select" statements.
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Union All Query
Allows you to combine the result sets of 2 or more "select" queries. Itreturns all rows (even if the row exists in more than one of the "select"
statements).
Each SQL statement within the UNION ALL query must have the samenumber of fields in the result sets with similar data types.
Intersect Query
Allows you to return the results of 2 or more "select" queries. However, it onlyreturns the rows selected by all queries. If a record exists in one query and not in
the other, it will be omitted from the INTERSECT results.
Each SQL statement within the INTERSECT query must have the same numberof fields in the result sets with similar data types.
Minus Query
Returns all rows in the first query that are not returned in the second query.
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VALIDATION CHECKS
1. Format check
Checks that the data is in a specified format (template), e.g., dates have to be in the
format DD/MM/YYYY. Regular expressions should be considered for this type of
validation.
2. Limit check
Unlike range checks, data is checked for one limit only.
3. Range checkChecks that the data lie within a specified range of values, e.g., the user input dates
should be in between the mentioned range.
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TESTING
Software testing is a critical element of software quality assurance and represents the
ultimate review of specification, design, and code generation.
Unit Testing
Unit testing focuses verification effort on the smallest unit of software designthe
software component or module. Using the component-level design description as a
guide, important control paths are tested to uncover errors within the boundary of the
module. The relative complexity of tests and uncovered errors is limited by the
constrained scope established for unit testing. The unit test is white-box oriented, and
the step can be conducted in parallel for multiple components.
1) Testing of Report 1:
1. Inputs:
From Date: 1-Jan-2013
To Date : 31-Jan-2013
Output: REC Dvat Payment Report generated correctly for above inputs.
2. Inputs:
From Date : 1-Jan-2013
To Date : 31-mar-2013
Output: REC Dvat Payment Report generated correctly for above inputs.
2) Testing of Report 2:
1. Inputs:
From Date: 1-jan-2013
To Date : 31-jan-2013
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Output: REC Scheme General Detail Report generated correctly for above
inputs.
2. Inputs:
From Date: 1-jan-2013
To Date : 31-mar-2013
Output:REC Scheme General Detail Report generated correctly for above
inputs.
3) Testing of Report 3:
1. Inputs:Project Type: ****** Project Status: Ongoing
Output: REC Project status Report generated correctly for above inputs.
2. Inputs:Project Type: ****** Project Status: Appraisal
Output: REC Project status Report generated correctly for above inputs.
4) Testing of Report 4:
1. Inputs:
SPA: PE
Output: REC Scheme wise Disbursement Report is correctly developed.
2. Inputs:SPA:PE
Output: REC Scheme wise Disbursement Report is correctly developed
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MAINTENANCE
Software Maintenance in software engineering is the modification of a softwareproduct after delivery to correct faults, to improve performance or other attributes.
A common perception of maintenance is that it merely involves fixing defects.
However, one study indicated that the majority, over 80%, of the maintenance effort is
used for non-corrective actions. This perception is perpetuated by users submitting
problem reports that in reality are functionality enhancements to the system.
Software maintenance and evolution of systems was first addressed by Meir M. Lehman
in 1969. Over a period of twenty years, his research led to the formulation ofLehman's
Laws (Lehman 1997). Key findings of his research include that maintenance is really
evolutionary development and that maintenance decisions are aided by understanding
what happens to systems (and software) over time. Lehman demonstrated that systems
continue to evolve over time. As they evolve, they grow more complex unless some
action such as code refactoring is taken to reduce the complexity.
The key software maintenance issues are both managerial and technical. Key
management issues are: alignment with customer priorities, staffing, which organization
does maintenance, estimating costs. Key technical issues are: limited understanding,
impact analysis, testing, and maintainability measurement. Maintenance activities can
be classified into four types:-
Adaptivedealing with changes and adapting in the software environment Perfectiveaccommodating with new or changed user requirements which concern
functional enhancements to the software
Correctivedealing with errors found and fixing it Preventiveconcerns activities aiming on increasing software maintainability and
prevent problems in the future
MIS in ERP is a long term project. Following the above mentioned detail,
maintenance will be done time to time.
http://en.wikipedia.org/wiki/Software_engineeringhttp://en.wikipedia.org/wiki/Software_bughttp://en.wikipedia.org/wiki/Software_evolutionhttp://en.wikipedia.org/wiki/Meir_M._Lehmanhttp://en.wikipedia.org/wiki/Software_evolution#Lehman.27s_Laws_of_Software_Evolutionhttp://en.wikipedia.org/wiki/Software_evolution#Lehman.27s_Laws_of_Software_Evolutionhttp://en.wikipedia.org/wiki/Code_refactoringhttp://en.wikipedia.org/wiki/Change_impact_analysishttp://en.wikipedia.org/wiki/Change_impact_analysishttp://en.wikipedia.org/wiki/Code_refactoringhttp://en.wikipedia.org/wiki/Software_evolution#Lehman.27s_Laws_of_Software_Evolutionhttp://en.wikipedia.org/wiki/Software_evolution#Lehman.27s_Laws_of_Software_Evolutionhttp://en.wikipedia.org/wiki/Meir_M._Lehmanhttp://en.wikipedia.org/wiki/Software_evolutionhttp://en.wikipedia.org/wiki/Software_bughttp://en.wikipedia.org/wiki/Software_engineering -
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LIMITATION OF THE PROJECT
User cannot change the report at its end. Only any technical person has the authority to change the report. In this project, work is done only on the Management Information System of
Enterprise Resource Planning.
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SCOPE OF THE PROJECT
In this project, reports are being developed according to the requirement of user to
obtain the data from Oracle database. Here requirements keep modifying, so regular
development of such reports is necessity.
For development, finance management and information management are essential parts.
These get included in ERP. In the MIS in ERP project, queries and reports are
developed to get the right data in right format with a proper management of time.
On the front end, user can easily access all the reports generated according to his
requirement, without knowing the backend work.
Management Information System involves three primary resources: people, technology,
and information or decision making. Since its involvement is in the three most
important resources, so its scope will remain till the management of these resources will
be required.
Enterprise Resource Planning has become essential part of todays management. With
the development, there will be more need of such management and planning system.
Thats why this project holds alot of scope in future till the need of such management .
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GLOSSARY
MIS/Management Information System
A management information system (MIS) provides information that is needed to
manage organizations efficiently and effectively. Management information systems
involve three primary resources: people, technology, and information or decision
making. Management information systems are distinct from other information systems
in that they are used to analyze operational activities in the organization. Academically,
the term is commonly used to refer to the group of information management methods
tied to the automation or support of human decision-making, e.g. decision support
systems, expert systems, and executive information systems.A successful MIS supports
a business' long range plans, providing reports based upon performance analysis in areas
critical to those plans, with feedback loops that allow for titivation of every aspect of
the enterprise, including recruitment and training regimens. MIS not only indicates how
things are going, but also why and where performance is failing to meet the plan. These
reports include near-real-time performance of cost centers and projects with detail
sufficient for individual accountability.
ERP (Enterprise Resource Planning)
is an industry term for the broad set of activities that helps a business manage the
important parts of its business. The information made available through an ERP system
provides visibility for key performance indicators (KPIs) required for meeting corporate
objectives. ERP software applications can be used to manage product planning, parts
purchasing, inventories, interacting with suppliers, providing customer service, and
tracking orders. ERP can also include application modules for the finance and human
resources aspects of a business. Typically, an ERP system uses or is integrated with a
relational database system.
SQL (Structured Query Language)
is a computer language for accessing and manipulating databases. The fundamental
concept is to think of the data as being stored in one or more tables. When a request is
made to retrieve from these tables, which is called query, the resultant output is also
presented in as table.
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Oracle RDBMS
The Oracle Database (commonly referred to as Oracle RDBMSor simply as Oracle) is
an object-relational database management system (ORDBMS) produced and marketed
by Oracle Corporation.
XML (EXtensible Markup Language)
A document format for the Web that is more flexible than HTML. While HTML uses
only predefined tags to describe elements within the page, XML allows tags to be
defined by the developer of the page. Thus, tags for virtually any data items such as
product, sales rep and amount due, can be used for specific applications, allowing Web
pages to function like database records. XML is a subset of the SGML documentlanguage, and HTML is a document type of SGML.
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BIBLIOGRAPHY
[1.] www.techonthenet.com
[2.] www.oracle.com
[3.] www.google.com
[4.] www.wikipedia.com
[5.] Introduction to Oracle9i: SQL by Nancy Greenberg and Priya Nathan
[6.] Basic SQL and Database Theory by David Hummel
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SCREENSHOTS
DVAT Payment Report
Objective- Development of DVAT Payment Report.
QUERY:
SELECT c.vendor_name,c.vat_registration_num,a.invoice_date,a.invoice_amount,SUM
(b.tax_amount)tax_amount,d.tax_rate,a.invoice_num
FROM
ap_invoices_all a,
jai_ap_tds_inv_taxes b,
po_vendors c,
ja_in_tax_codes dWHERE
a.invoice_id=b.invoice_id
AND a.vendor_id=c.vendor_id
-- and c.vendor_id=d.vendor_id
AND b.section_type = 'WCT_SECTION'
AND d.vendor_id=216
AND b.actual_tax_id=d.tax_id
AND a.cancelled_date IS NULL
and invoice_date between :start_date and :end_date
GROUP BY
a.invoice_num,a.invoice_amount,a.invoice_date,c.vendor_name,d.tax_name,d.tax_rate,
c.VAT_REGISTRATION_NUM
ORDER BY c.vendor_name;
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sql query using toad application and pl/sql application.
Generating reports using Oracle Report Builder.
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Making data model of the sql query.
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Adding parameters.
Generating xml file
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Rtf of REC DVAT Payment Report
Tagging different fields
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Loading xml data
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Final pdf of the report
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REC SCHEME GENERAL DETAILS REPORT
QUERY
select a.segment1 as schemecode,
a.name as scheme_name,
b.city as scheme_location,
xx_pa_common.P_CUSTOMER_NAME(a.project_id)as borrower_name ,
xx_pa_common.P_DOCUMENTTATION(a.project_id) as date_of_documentation,
xx_pa_common.P_COMPLETION_DATE(a.project_id) as scheduled_COD_date,
xx_pa_common.P_REVISED_COMPLETION_DATE(a.project_id)as revised_COD_date
from pa_projects_all a,
pa_locations b
where xx_pa_common.P_DOCUMENTTATION(a.project_id) between
nvl(:from_date,xx_pa_common.P_DOCUMENTTATION(a.project_id)) and
nvl(:to_date,xx_pa_common.P_DOCUMENTTATION(a.project_id))
and b.city = nvl(:state_name,b.city)
Preparing the data model
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Defining parameters
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Generating xml file
File> generate to file> xml
Parameters form
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Progress of the report
Xml file of the data
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Rtf of REC Scheme General Detail Report
Tagging of parameters
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Tagging of fields
Loading the xml data
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Pdf of the final report
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REC Project Status Report
select
a.segment1 PROJECT_NUMBER,
a.project_id PROJECT_ID,a.name PROJECT_NAME,
To_char(a.creation_date, 'fm DD Month YYYY') DATE_CREATED,
xx_pa_common.P_CLASS_CATEGORY(a.project_id) MAJOR_CATEGORY,
xx_pa_common.p_class_code(a.project_id) MINOR_CATEGORY,
xx_pa_common.P_CUSTOMER_NAME(a.project_id) CUSTOMER,
To_char(xx_pa_common.P_ISSUE_OF_SANCTION_LETTER(a.project_id), 'fm DD
Month YYYY') SANCTIONED_DATE,
xx_pa_common.P_LOAN_AMT_SANC(a.project_id)
LOAN_AMOUNT_SANCTIONED
from
pa_projects_all a,
pa_project_statuses s
where
a.project_status_code=s.project_status_code
and a.project_type= :proj_type
and s.project_status_name= :p_status_name
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Making data model
Double click on Data Model icon-> SQL -> click on blank area to get queryinput box
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Import or write the SQL query of your requirement
Connect the system with database, by clicking on Connect tab and enter Username, Password, Database to which you want to connect ->
Then click on connect.
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After connecting,query will be created, like this ->
Then go to Program -> Compile-> All
When compiling is successful then check if query is running
Program-> RunNow, if you want to run the report with layout click on Yes.
Fill in the user parameters
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REC SCHEMEWISE DISBURESMENT REPORT
Double click on Data Model icon-> SQL -> click on blank area to get queryinput box
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Import or write the SQL query of your requirement.
Connect the system with database, by clicking on Connect tab and enter Username, Password, Database to which you want to connect ->
Then click on connect.
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After connecting,
query will be created, like this ->
Then go to Program -> Compile-> AllWhen compiling is successful then check if query is running
Program-> Run
Now, if you want to run the report with layout click on Yes.
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Though for live environment, preference is given to develop your own layout of report. For
that purpose XML Desktop Publisher is being used.For that purpose firstly we generate Xml file
from Report Builder
File-> Generate to file-> XML
Then file is saved->
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Rtf
Now for live working environment
Microsoft word-> Add-ins-> Load-> Load XML data
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To view the output
Add-ins->preview->excel