roadmap erp overall business process for...

Register Loan request and forwards for approval

Verify the payroll

Iffeasibility Study

Required

Register feasibilityStudy

If feasibleSend Regret Letter

to Customer

Register SalesOrder

If CostingRequired

RFQ/ PO

Prepare CostingSheet

Prepare Quote & Send it to Customer

If Quoteaccepted

Marketing

Prepares Sales Forecast for make

to Stock Item

Identifies Opportunityfor the Product

Sub-Contracting Department

Receives Quote enter details & prepare comparison chart

Places Purchase Order

PurchaseRequest

Receives Supplier Schedule Request & converts into

Supplier Sch. Order

Converts the process into subcontract order & generate

the issuance to the stores

Purchase Department

Planning Department

Shop Floor

Gate Entry

Customer

Supplier

Request Quote forthe Item

Request Item Quote for the Item Processes

Run MRP & releasesplanned Order

Consolidate demand from Sales Order,

Customer Schedule Sales Forecast

ProductionOrder

Detail ProductProcess

Material Inward

Signs open PO / Rate Contract

Receives RFQ &Sends Quote

Register Open POAmendment

Receives ScheduleSends Material,

DC & InvoiceReceive RFQ

and sends Quote Supplier receives

the Payment Receives PO

Sends ProcessedMaterial along with

DC & Invoice

Material TypePurchase/

Supplier Schedule

Compares the Quote& places Open PO

Compares Quote& Places Open PO

Receives Open PO for the Prices

Signs POAmendment

Material Requestto Stores

Material Receipts Process Completion QC Is Last Process

If Calibration

due

IfStudy Due

Loop Process1....n

Inside / Outside

Approved

Pay option

If Payroll is ok

Register POAmendment

Receive SubcontractOrder & Material

Sub-Contractor

Receives RFQ &Sends Quote

Receives Open POfor the Process Rates

Request for PriceRevision

Send OrderAmendment after

approval

Send OrderAmendment after

approval

Register CustomerSchedule

Prepares StandardInvoice

Commercial Department

Register open salesOrder for the FG

Prices

Request PriceRevision

Register Open SOAmendment

Request for PriceRevision

Customer PlacesMonthly Schedule

for the FG

Receives MaterialDC & Invoice

Sends Payment

Prepares Debit Memofor Rejection/Excess

Qty & deviation Invoice

Receives Accepted/ Rejected Goods Material Issuance

Stores/ FG

Quality Control

Cash ManagementPayables

Accounts Receivable

HR Manager

HR Department

Employee

Payroll Department

Prepare GRNReceives FG/Sub Assembly

Rework Completion

Receives Mat. along with the Inspection

Request

Open NCR for all Rejection

Update NCR Details department

wiseClose NCR

Gauges Entry with Calibration due

details

Create Calibration record &

update details

Register Studydetails for the

Gauges

Create StudyRecord & update

details

Prepares Inspection Doc.enters Accepted/Rejected Qty & forward to stores

Prepare Bank/CashPayment Voucher

1. Advance Payment Request against PO2. Pending Payable Due3. Payment for Expenses4. Statutory Due Payment5. Processed Payroll

Registers Debit Memo/Invoice from the Customer

for the Sales Return

Receives the Invoice from Commercial Department

Process Bank/CashReceipt Voucher

Sends the Receipt to the customer

1. Receivable Due2. Advance Receivablesagainst SO/PI

Approves the profile

Employee submits leave request through

system

Prepare the payroll considering Employee salary & allowance

adjust file, leave file, overtime file, later arrivals

Approves the leave request

Process the payroll

Submits leave encashment request

Receives loan application & approves/ rejects the application

Converts the leave request into leave entry

Post the leave entry

Process leave encashment request

Late entry/ Permission entry

Upload emp. attendance details from the time attendance machine

Run program to determine employee leave

entry, late and overtime

Prepares loan document, enter the disbursement and deduction details & process the document

Loan payment entry in payroll record

Payroll adjustment records for the deduction

Register Bill, deductsTDS / ESI

Forward GRN to Quality

Prepare Cheque / RTGS Payment

Send Payment adv.along with cheque/

RTGS details

Purchase

Yes

No

Purchase

Manufacture

Sup. Sch.

Outside

Inside

Re-Prepare No

Yes

Yes

PO

RFQ

Yes

No

YesAccepted

Rejected

Repair

Cheque/ RTGS

Payroll

Yes

No

No

Roadmap ERP Overall Business Process for MSME

Sends RFQ to Supplier

1.Register new employee personal detail, dependent details, bank A/c details, statutory doc., education, experience and skill details & Create profile and enter salary, grade, allowance details and forward for approval.2.Prepare employee profile changes for annual merit, increase, contract, renewal, promotion, compensation benefit changes, transfer etc and forward for approval.3.Enter employee resignation, termination details and create profile.

Cash ManagementReceivables

Accounts Payable

Prepares Packing List based on

sch. & FG available

Roadmap ERP ModulesModules Coverage

5 USERS 10 USERS above 10 USERS

Financials

Sales & Distribution and Quality Control

Planning & Manufacturing

HR & Payroll

Customer Relationship Management

Cost Management

Budgeting

Other Modules

Work Flow

General Ledger

Accounts Payable

Accounts Receivable

Cash Management

Taxation

Fixed Assets

Inventory Control

Purchase Order

Subcontracting

Quality Control

Transportation

Gate Entry Management

Sales Order

Routing

Bill of Materials

Demand Management

Master Production Schedule

Manufacturing Resource Planning

Material Requirement Planning

Shop Floor

Manufacturing Schedule

HR-Planning

HR-Recruitment

HR-Employee Portfolio

HR-Orientation

HR-Training & Development

HR-Performance Appraisal

HR-Leave & Time Management

HR-Medical

HR-Loan Management

HR-Business Trip

HR-Ticketing

Payroll Management

HR-Government Relations

Marketing

Customer Support

Process Costing (Full Absorption / Standard Method)

Operational Costing (Full Absorption / Standard Method)

Job Order Costing

Batch Costing

Activity Based Costing (ABC)

Contract Costing

Static Budgeting

Flexible Budgeting

Rolling Budgeting

Engineering (R & D)

Project Management

Fleet Management

Cane Management

Plant Maintenance

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

On Request

CONTENTS

visit us www.roadmapit.com

Integrate Innovate Succeed

R

About Roadmap 1

Perfect Fit for MSME 2

Roadmap - ERP Architecture 3

Roadmap - Financials

General Ledger 4

Accounts Payable 5

Accounts Receivable 6

Cash Management 7

Taxation 8

Fixed Assets 9

Roadmap - Sales & Distribution & Quality Control

Inventory Control 10

Purchase Order 11

Subcontracting 12

Gate Entry Management 13

Transportation 14

Sales Order 15

Quality Control 16

Roadmap - Planning & Manufacturing

Routing 17

Bill of Materials 17

Demand Management 18

Master Production Schedule 18

Material Requirement Planning 19

Manufacturing Resource Planning 20

Shop Floor 21

Manufacturing Schedule 22

Roadmap - HR & Payroll Management

HR-Planning 23

HR-Recruitment 24

HR-Employee Portfolio 25

HR-Orientation 26

HR-Training & Development 26

HR-Performance Appraisal 27

HR-Leave & Time Management 28

HR-Loan Management 28

HR-Business Trip 29

HR-Ticketing 29

HR-Medical 30

HR-Government Relations 30

Payroll Management 31

Roadmap - Customer Relationship Management

Marketing 32

Customer Support 33

Roadmap - Cost Management

Process Costing (Full Absorption / Standard Method) 34

Operation Costing (Full Absorption / Standard Method) 35

Process / Operational Costing - Key Features 36

Job Order Costing 37

Batch Costing 37

Activity Based Costing (ABC) 38

Contract Costing 39

Roadmap - Budgeting

Static Budgeting 40

Flexible Budgeting 40

Rolling Budgeting 41

Roadmap - Supporting Modules

Plant Maintenance 42

Engineering (R & D) 43

Project Management 44

Roadmap - Other Modules

Cane Management 45

Fleet Management 46

Workflow Management 47

Reports 48

Client Testimonials 51

A problemsolution tour now begins

Roadmap IT Solutions Private Limited is one of the fastest growing IT companies in India managed by team of highly qualified and

future visionary professionals having more than 3 decades of experience in various industry sectors both in India and overseas,

delivering cost effective business solutions by employing domain knowledge, applicable technologies and best practices. Roadmap

is an ISO 9001:2000 certified company.

As experts in ERP solutions and software development, Roadmap facilitates the customers increase their business values through

business process integration, transformation, cost reduction and process re-engineering. Roadmap offers “Ready Fit” world class

ERP System suitable for all kinds of industries like Electronics, Iron & Steel, Metal products, Cable, Paper, Building materials,

Chemicals, Textiles, Sugars, Ceramic, Agriculture, Automotive, Apparels & Footwear, Logistics Services, Pharmaceuticals,

Engineering & Constructions and service oriented industries.

It also provides consultancy and learning services in the areas of Information Security Management System, IT Service

Management, Business Continuity, Oracle DBA Support Services and Content Management.

Roadmap adopts proven practices & methodologies in all stages, right from requirement definition to final handover. We, at

Roadmap, continuously strive for excellence in all our operations and distinguish ourselves from competitors through quality

products, dedicated service, quick response to the clients' needs, domain expertise, methodology employed, affordability and

flexibility in working with the clients.

Roadmap follows a very rigorous recruitment process to bring in and nurture talented individuals. They are always encouraged to be

partners in the business for growth. Roadmap employees are well equipped to handle any type of projects and are trained

continuously on the latest technologies to expand their knowledge to offer effective solutions to the clients.

Roadmap is committed to go beyond the expectations of the clients by offering outstanding products, services and adding values.

Roadmap is associated with many reputed companies in offering right and appropriate business solutions to take their business

forward to the future. Exceptional functional and technical expertise coupled with extensive industry knowledge makes Roadmap IT

Solutions, an ideal choice for companies to rely upon.

OUR MOTTO:

GO BEYOND CUSTOMER EXPECTATIONS

About Roadmap

1

Roadmap ERP software is a fully integrated business solution for Micro Small and Medium Enterprise that gives a complete control

over the planning and management of all facets of operations. With real time and easy access to information, business can adapt to

rapidly changing circumstances, react quickly to customer demands, and reduce operating costs through streamlined processes

and workflow automation.

COSTS

MSMEs can start with minimum 5 user license pack and later can increase the number of license as required. With Roadmap proven

implementation methodology and Industry specific best practices makes possible to cut down the implementation costs as well to the

bare minimal level.

TIME

With Roadmap proven implementation plan and approach towards implementation of ERP Solutions to MSMEs reduces the overall

implementation time, there by cutting down the implementation costs. Right from the Business Process Study Stage to Go-Live

Stage through Configure/Customize, Training, Cut-Over, Roadmap has streamlined the processes so that the implementation is

effortless and simple for both client as well as the implementation teams.

PEOPLE

Roadmap ERP's pre-configured solutions for MSMEs allows organizations to align with their business processes, so that the solution

can be implemented with ease. With Roadmap user friendly system and step by step implementation approach, makes the

implementation easier for the core people and thereby getting effective involvement of the people. Due to simplicity and user

friendliness of Roadmap ERP Solutions, It makes it easier for a novice user to play upon.

USER TRAINING

User Training strategies are formulated and accordingly knowledge transfer sessions are planned and executed along with

necessary CBT(Computer Based Tutorials). User at the end of the training period will get a library of CBTs along with necessary

manuals so that any new user can effectively use Roadmap ERP Solution via the self-learning process.

USER FRIENDLINESS

Roadmap ERP system is designed in such a way that only minimal data entry is required at transaction levels, thereby eradicating

human errors. Since the entry is at minimal, Roadmap ERP is very user friendly prompting to punch in only the relevant information

as applicable. Most of the data is captured and internally calculated to get the required management information with accuracy.

BUSINESS PROCESS CONCLUSION

We optimized Roadmap ERP features, functions and options to meet the core business needs and elude usage complexity. This

system would lead to lesser time for training and system knowledge acquisition by enterprise staff and can concentrate more on their

objective.

IT DEPARTMENT AND IT INFRASTRUCTURE

Roadmap ERP System requires a low-end server to run the entire product. Roadmap ERP is a web enabled ERP solutions that is

readily available and can be easily accessed using standard web browsers. This addresses MSME's dependency of IT / EDP

Department or can have a lean IT department and infrastructure. This would save huge IT investment costs of ERP Systems

implementation. Now the total cost of ownership of Roadmap ERP Systems ownership is available to MSME at very lower costs.

BENEFITS

We understand that you stand in midst of tight competition and need greater efficiency and productivity to power your organization

ahead of your competitors. We value your time and money invested with us and reciprocates by creating a perfect ERP solution,

which will leverage your organization in following ways:

Provide greater visibility and transparency to enable stake holders to take right decisions at right time.

Replace diverse systems within organization with well lubricated, simple and uniform work flow mechanism.

Standardize global operations and achieve quality benchmarks.

Add value to your organization by infusing industry-specific capabilities.

Improve forecasting and eliminate losses to increase profitability

Seamless and Simple Integration of ERP applications helps organization overcome operational, management and

performance challenges in a cost-effective manner.

Perfect Fit for MSME

2

Roadmap - ERP Architecture

Project Plan - Micro Industries

Pre-Requisite - Micro Industries

Roadmap ERP software is a fully integrated business solution that gives organization, a complete control over the planning and

management of all facets of the operations including Accounting, Supply Chain, HR & Payroll, Planning, Manufacturing, Marketing

and Customer Support. With real time and easy access to information, business can adapt to rapidly changing circumstances, react

quickly to customer demands, and reduce operating costs through streamlined processes and workflow automation.

Accounts PayableInventory Control Inspection

Static Budget

Routing

Planning

Bill of Materials

OrientationTraining &

Development

DemandManagement

Recruiting

Employee Portfolio

Business Trip

HR Intelligence

Master Production Schedule Job Order Costing

Operational Costing

Process Costing

Material Requirement Planning Batch Costing

Manufacturing Resource Planning (MRP - II) Activity Based Costing (ABC)

Manufacturing Schedule Contract Costing

Shop Floor

Loan Management Ticketing

LeaveManagement Medical

Performance Appraisal Self Service

PayrollManagement

Govt.Relations

Purchase Order

SPC

Flexible Budget

Engin

eering (

R&

D)

Pro

ject

Managem

ent

Pla

nt M

ain

tenance

Fle

et M

anagem

ent

Cane M

anagem

ent

Subcontracting

Gate Entry Management Auditing

Rolling Budget

Transportation Management MSA

Sales Order

General Ledger

Accounts Receivable

Cash Management

Fixed Assets

Taxation

Marketing

Customer Support

Financials

CRM

Sales & Distribution Quality Control

Budgeting Supporting Modules

Planning & Manufacturing

HR & Payroll

Cost Management

Description

Master Data

Duration

1.

2.

3.

4.

5.

Requirement Analysis : AS IS Study and documentation

Process Mapping : Process Mapping, Master & Cut off data preparation, Forming Training Strategy

Product Training : Training on “Roadmap ERP” product to the module owners / users, submission of user manuals

Go-Live & Support : Up all the “Roadmap ERP” business functions and obsolete the legacy system

Rollout : Ensure independent handling of the system by the users, train the product backup strategy

1 Week

1 Week

2 Weeks

3 Weeks

1 Week

Cut Off Data Hardware Requirements

Stores - Opening StockSupplier Master

Customer Master

Class & Subclass

Item Master

Process Master

Bill of Material

Bill of Resources

Employee Master

List of Accounts(Chart of Accounts)

Processor : Intel ® Xeon ® E5620 (4 Core, 2.40 GHz, 12MB L3, 80W)WIP Subcontractor Opening Stock

Pending PO'sRAM : 8 GB

Pending Sales Orders

Pending Production / Subcontracting Orders Hard Disk : HDD - 500 GB X2 - Raid 0 Mirroring (OS Mirroring)Supplier Bill-wise balance

Customer Invoice-wise balance HDD - 600 GB X3 - Raid 5 Mirroring(DATA Mirroring)Trial Balance

Cash Book / Bank Book Opening

Operating System : Windows / LinuxEmployee-wise Leave Opening Balance

Workflow Management Activity Management Notifications Business Intelligence

3

General Ledger


RespectiveDepartment

Accounting &Finance Department

GRN (Purchase)GRN (Subcontract)AP - Bill BookingAP - Debit / Credit NoteAR Doc / Debit / Credit NoteSales InvoiceBank Payment / ReceiptCash Payment / ReceiptPayroll

Ledger

Trial Balance &Ledgers

BudgetPrepares andFixes Budget

DistributionJournal

Recurring Journal

General Journal

Financial Statements P & L A/c Balance Sheet Cash Flow Statement Fund Flow Statement Ratio Analysis

Automatic Posting

Periodical Posting

On Approval

BudgetVerification

Business Process Mapping

Business Process Flow

Roadmap General Ledger helps the organization in managing their operations efficiently by providing all financial reports for quick

decision making & financial control. General Ledger is integrated with all other modules linking transaction related to customers, supplier,

departments, employees and inventories. This makes all the information available from various locations in one repository.

Supports to maintain mult iple business entit ies, units

(manufacturing / distribution), branches, profit centre, cost centres

etc. based on the expanding business needs in centralized data

repository.

Multi-level chart of accounts and budgetary control.

Module-wise Period Close Control.

Yearly / Periodical Budget Preparation.

Concurrent operations in two consecutive financial years in parallel

(pseudo year end and year end).

Multiple currencies and automatic handling of financial / customs

exchange rates.

Different types of GL journals with reversal options;

Application journals created by integrated application modules.

Distribution journals to distribute GL balance from single

account to multiple accounts in determined percentage.

Recurring journals (fixed / variable): Offset the prepaid

expenses / accrued revenues.

Manual journals for the adjustments.

Year end journals.

Monitoring Yearly / Periodical Operating Expenses.

Actual Vs Budget Comparison.

Stock Valuation (Standard Cost, Market price, Moving/

Weighted Average Cost, LIFO, FIFO).

Trial Balance, P & L, Balance Sheet, Fund Flow Statement,

Cash Flow Statement, Ratio Analysis.

Generation of Financial Statement SCH-VI / Revised SCH-VI ;

(1) Up to Period (2) Quarterly (3) Monthly.

Run Pseudo Year End / Year End.

Benefits

4


Accounts Payable



Multiple GRNs to single invoice / single GRN to multiple invoices.

Supplier Bill Registration (1) Purchase GRN / with waived quantity

handling options (2) Subcontracting GRN (3) Landed Cost / with

provision Vs actual handling (4) Expenses with deduction option of

(i) TDS (ii) ESI.

Supplier bill registration for various service tax categories with

Recoverable / Non Recoverable options.

Milestone based due date / amount calculation.

Multi-bill expenses.

Easy to generate debit note / invoice for the purchase rejection

returns, quantity / price / discount / tax / charges deviation, excess

quantity receipt return, subcontracting Primary & Secondary

Rejection W / WO material.

Supplier bills, credit note / payments, debit note adjustments.

Debit Note-Expenses / Revenue, Adjustment (Supplier / Customer /

Employee).

Credit Note–Expenses/ Revenue, Adjustment (Supplier / Customer

/ Employee).

Handling (1) Exchange Rate Variances (2) Round Off Variances.

Generating Supplier statements, supplier outstanding, credit

note and debit note.

AP aging analysis at the summary and detailed level(Activity

date / Due date based).

AP Aging Analysis.

Tracking unbilled GRN for Purchase / Subcontracting /

Landed Cost.

Generation of Supplier Statements.

Tracking returnable (1) Purchase Rejection items (2)

Purchase excess receipts (3) Subcontract - Primary rejection

items (4) Subcontract – Secondary rejection items.

Tracking supplier (1) Outstanding bills (2) Unadjusted bills.

Tracking supplier balances currency-wise for (1) Advance

(2)Payables.

Tracking Supplier Settlements (1) Payment against invoices

(2) Invoices against payments.

Generating bill registers (1) Bill-wise (2) Item-wise.

Supplier

Purchase/SubcontractingDepartment

Stores

Quality Control

Accounts PayableDepartment

Cash Management -Payable

Receives PO / Subcontract / Schedule &

acknowledges

Sends Material, DC & Invoice

Receives cheque RTGS along with Payment advice

Enter InwardDetails

Converts the gate entry into GRN and enter

actual goods receipt details

Forwards Material & DC to quality for Quality

Inspection

Register the bill & applythe required TDS, ESI,

Deduction

Prepare Cash / BankPayment Voucher

Prepare cheque / RTGSPayment

Send Paymentadvice along with

cheque RTGS details

Return the rejected / excess material & send Debit Note /

Invoice to Supplier

Supplier Statement

Pending Payable Due

Advance paymentrequest against PO/PI

Statutory DuePayment

AP Aging

Input to the Tax Statutory

Stores receives qualitycompleted materials & forward bill to finance

Receives the material and enters the accepted & rejected details, QI details and forwards to stores

Keeping the organization in good standing with the suppliers, Roadmap Accounts Payable automates many events like system generated

payments schedule, selective payments and post-dated cheques as per the predefined policies with online approval for prompt payments.

Features are available to enter debit note / credit note in dual mode, cancellations, adjustments and prepaid expenses by having total

control over payables.

Gate

Prepares and sends Purchase / Subcontract

order / Supplier Schedule

Benefits

5



Maintenance of 6 types of ledger for each customer and make

necessary adjustments (1) AR (2) Advance (3) PBG (4) SD

(5) Retention (6) EMD.

Invoice Registration (Sales Invoicing).

Debit Note - (1) Distribution (Expenses) (2) Adjustment (Supplier /

Customer).

Credit Note - (1) Sales Return (2) Distribution (Expenses)

(3) Credit Note - Adjustment (Supplier / Customer).

Milestone based due date / amount calculation.

Provision to update receipt date and calculation of aging based on

receipt date.

Handling Exchange Rate Variances.

Customer Invoices, Debit note, Credit note, Payment Receipts

adjustments.

Non-Performing Assets.

Dunning Letter.

AR Aging Analysis Summary & Details - (1) Foreign Currency

(2) Functional Currency.

Milestone based due date & due amount calculation

(1) Invoice Date (2) Customer Receipt Date (3) Customer

material consumption date.

AR Aging Analysis (1) Area (2) Territory (3) Sub-Territory

(4) Country (5) Customer (6) Currency-wise.

Receivable Analysis.

Accounts Receivable


Customer

Commercial

Planning Department

Production

Accounts ReceivableDepartment

Cash Management -Receivable

Sends PO / Subcontract / Schedule

Receives the Material,DC & Invoice

Customer return the rejected material along

with Debit Note Makes the Payment

Receives PaymentReceipt

Register Sales Order /Customer Schedule

Prepares Packing List, DC & Invoice

Input to the StatutoryDepartment

Runs MRP & PlansPurchase & Production

Manufactures the products & replenish the stock

Registers Sales Returnand raise Debit Note / Invoice

for the Sales ReturnAR Document

Prepares Cash / BankReceipt Voucher

Send Payment Receiptto Customer

1.Pending Receivables2. Adv. Receipt against SO/ PI

Receivable Due

Customer StatementAR Aging

Input to the Tax Statutory

Roadmap Accounts Receivable facilitates collection planning and automatic schedules along with collection history to track and analyse

the customers. It is possible to handle automatic offsets and analyse sales performance with receivables tracking for each salesperson,

sales territory, including commissions, commissioned sales, non-commissioned sales, and cost of sales information with multi currency

support and full control over the receivables process.

Benefits

6

Cash Management



Supplier/ Customer

Accounts Payable Department

Commercial/ AccountsReceivable Department

Payroll Department

Cash Management -Payable

Cash Management -Receivable

Registers bills against GRNPurchase, GRN, Sub

contracting & Expenses

Registers Debit Note/Invoice for the Purchase

Rejection, excess quantity & deviation Invoice

Supplier sends the materialalong with DC & Invoice

against the PO

Receives PaymentReceipt

Supplier receives the Payment

Customer makes the Payment

Prepares all kind of Sales Invoices

Registers Debit Note/Invoice from the customer

for the Sales Return

Registers Sales Order & specifies advance to be

received

Process Payroll &determine Salary

Payable

Prepares Bank / Cash Payment Voucher

Prepares Bank/ CashReceipt Voucher against

Receivable Due/ Advance Receipt

Send Payment Receiptto Customer

Prepares cheque / doesRTGS transfer

Send cheque/ RTGS details along withpayment advice

1. Payable Due2. Statutory due records TDS,ESI, Service Tax, Excise, VAT etc.3. Advance Payment4. Payment for Expenses5. Processed Payroll

1.Receivable Due2. Advance Receipts against SO/ PI

Roadmap Cash Management system provides timely processing of payments / receipts against invoices or any other advices through

cheque / DD / Bank Transfers / cash and allows reconciling bank accounts with financial accounts quickly and easily. Miscellaneous

transactions such as Bank charges, Interest and Loan instalments are also processed appropriately.


Multiple bank accounts with different currencies of operation.

Multiple petty cash accounts and supports payment / receipt to /

from customer, suppliers, employees and transfer to other petty

cash.

Preparation of payment voucher and payment through cheque /

cash / DD / bank transfer.

Cash flow estimation.

Payment for (1) Supplier bills (2) Expenses (3) Processed Payroll

(4) Employee Payables (5) Tax Authorities (6) Bill of Exchange

Miscellaneous Payment to (1) Supplier (2) Customer

(3) Employee (4) Cash (5) Imprest.

Advance payment against (1) Purchase Order (2) Proforma

Invoice.

Issuance of post dated cheque and auto posting.

Receipt against (1) Customer Invoices (2) Revenue

Miscellaneous Receipts from (1) Supplier (2) Customer


Advance receipt against (1) Sales Orders (2) Proforma Invoice.

Cash receipt from multiple customers and single deposit.

Foreign receipts bank advice entry (Charges at offshore, Local

Handling).

Receipt of post dated cheque and auto posting.

Multi currency receipts from customer.

Bank Charges entry.

Earnings entry.

Fund transfer entry between bank accounts.

Bank Interest calculation.

Clear / Void Payment / Receipt documents.

Load the bank statements(text file) and clear the matched

documents.

Bank Reconciliation.

Payment for (1) Supplier bills (2) Expenses (3) Processed

Payroll (4) Employee Payables (5) Tax Authorities .

Miscellaneous Payment to (1) Supplier (2) Customer


Advance payment against PO.

Receipt against (1) Customer Invoices (2) Revenue.

Miscellaneous Receipt from (1) Supplier (2) Customer


Advance cash receipt from customer.

Petty Cash Reversal / Cancel.

Generation of Cash Forecasting and comparing with actual.

Actual Cash Inflow / outflow analysis.

Supplier / Customer Document Adjustment.

Tracking un-cleared cheques issued and received.

Bank book, cash book and bank reconciliation statement.

Cash Forecasting Analysis .

Cash Outflow : AP Bills, Purchase Request, Purchase Order,

GRN, Payroll.

Cash Inflow : Sales Invoices, Sales Order.

Actual cash inflow / outflow Analysis.

Bank Interest calculation.

Tracking un-cleared cheques Issued / Receipts.

Tracking post dated cheques Issued / Receipts.

Benefits

Cash Forecasting

Cash Transactions

Bank Transactions

7

Taxation



Tax sets with different combination of charges, taxes, third party

commission, discounts etc. Each component can be built with

formulae.

Maintain tax tariffs with different slabs for different periods and

system automatically calculates the taxes with the effective period.

Tracking of taxes to be paid to Government bodies on periodical /

yearly basis.

Capturing recoverable, non-recoverable taxes from the bill booking.

Provision to adjust Excise Duty Payable against RG-23A, RG-23C,

PLA and Service Tax.

Built-in statutory reports

C Form Issuance / Receipts.

H Form Issuance / Receipts.

E1 Form Issuance / Receipts.

E2 Form Issuance / Receipts.

RG 23A Part I & II.

RG 23C Part I & II.

RG1.

ER 1.

Annexure 19.

Annexure 63.

Update Ship Order Date.

VAT Annexure I, IA, II, III, IV Export, IV Import.

TDS / TCS Register.

ESI Register.

Service Tax Payable.

Service Tax Availed Register.


Accounts Payable


Statutory Department

Book the supplier billswith all Tax details like

ED, VAT, CST, Service Tax, TDS,C-Form, H-Form, ESI etc.

Prepares Invoice / Debit Note for all the Purchase Returns

with all Tax details such as ED, VAT, CST, Service Tax, TDS,

C-Form, H-Form, ESI etc.

Prepares invoices with all tax details ED, VAT, CST, Service Tax, TCS,

C-Form, H-Form etc.

Issues / Receive the pendingC, H, E1, E2 Forms and

update in the system

Generates following Tax Registers periodically:1. Excise Register - RG-23A, RG-23C, RG1, ER 1 & ER62. VAT Annexure - (I, IA, II, III, IV, Export IV Import)3. Service Tax -Payable Register,Credit availed Register4. TDS Register5. C-Form Issuance Register6. C-Form Receipt Register 7. H-Form Issuance Register 8. H-Form Receipt Register9. E1 -Form Register10.E2 -Form Register

Prepares Invoice / Credit Memo / Debit Memo / Receipt from

the customer with all tax details such as ED,VAT, Service Tax etc.

Taxation, both direct and indirect is an integral part of any organization. It specifies methods & procedures for valuations and tax

calculations. Any changes done by the Government in the taxation structure such as computation logic and slab can be easily

implemented in the system through configurable formula based calculation methodology.

Benefits

8

Roadmap Fixed Asset Management, it is easy to handle complete cycle of fixed asset management. User can simply track the assets

details by group, category, location, responsible department, sharing departments and assets usage history. Supports two depreciation

methods (financial & non-financial) and comes with features such as cost addition, revaluation, expiration and disposal of assets. Each

asset has an asset ID listing historical transactions for easy traceability.


Supplier

Purchasing

RequestingDepartment

Accounting &Finance

Convert PurchaseRequest into

Purchase Order

Receive Purchase Order

Send material alongwith DC & Invoice

Create Purchase Requestfor Fixed Asset and

get approvalReceive the material

Convert the GRN into Fixed Asset

PeriodicalDepreciation

IfAsset

expires

Ifneed to be

scrap/sold

Retire the Asset

Raise Sales Invoice for the Fixed Asset

Scrap the Asset

If Assets becomeobsolete

Terminate the Asset

Scrap

Sales

Yes

Convert the GRN entry into Fixed Asset record.

Register the Fixed Asset details and depreciate as per (1) Companies Act (2) IT Act.

Supports two types of depreciation methods (1) Straight Line (2) WDV.

Depreciation / Amortization / Depletion.

Fixed assets sharing by multiple departments with the share percentage.

Automatic apportion of the depreciated value among the shared department.

Fixed assets activities includes :

Asset Registration, Periodical depreciation, Cost addition.

Asset revaluation and extension of assets life.

Retirement, Termination.

Selling retired / terminated assets to customer / supplier / employee or scrapping the Fixed Asset.

Convert the capital WIP into Fixed Assets.

System generated GL journals for all fixed assets transaction.

Easy generation of fixed assets register.

Tracking of the following fixed asset information by department, group, location etc.

Assets, purchase cost, salvage value, depreciation value.

Net asset value, periodical depreciation value, sharing departments.

Retired assets, terminated assets.

Periodical value of opening balance, addition, retirement, termination, net asset value etc.

Tracking forecasted depreciation amount for the period / year.

Compare Yearly / Periodical depreciation expenses.


Benefits

Fixed Assets


9

Roadmap - Sales & Distribution and Quality Control

Inventory Control


Supplier

Purchase

Planning

Gate

Quality Control

Stores/ FG WH

Shop Floor

Subcontractor

Department

Receives Purchase Order

Sends materialalong with DC & Invoice

Purchase Request Generate Purchase Order

Runs MRP, generatesand approves

Purchase Request

Enter materialinward details

Enter Accepted/ Rejected,QI details

Convert the Gate Entryinto GRN & forward it to QC

for Quality Inspection

Receive QC completedmaterial

SFG/ Assembly FG Completion

SFG AssemblyFG Completion

Raises material request for production order

Material Request forthe subcontracting Order

Material Request

Material Requestagainst WO

Material Return

Material Return

Material Return

Material Return

Receives approved material request &

Issue Material

Inventory Plan ROL / Min-Max

Planning

SFG/ Assy FG Receipt

Material Receipts

Stock Count enters

Compare System Vs Physical

UpdateStock

Roadmap Inventory Control facilitates managing the inventory effectively in the organization with suitable control mechanisms resulting in

reduction of inventory related cost. It has feature like tracking obsolete inventory, fast, slow, non-moving items, ABC Analysis, Trend

Analysis etc., which will enable the organization to maximize inventory turns, eliminate shortages and excess inventory investment.

Business Process MappingDefinition of multiple item types, classes, subclasses, groups,

subgroups and assign the items.

Multiple UOM and conversion factors at item and UOM level.

Active, inactive and obsolete statuses for the items.

Define multiple type of warehouses (1) Standard (2) Rejection

(3) Excess (4) Subcontractor (5) Customer (6) Rework etc.

Supports to maintain bins in the warehouses.

System generated Purchase Request / Production Order/ Material

Request automatically when stock reaches Re-order level/

Minimum level.

User access level warehouse-wise item / sub-class / class for

purchase / material request.

Material consumption - approval & budget control.

Material Request (1) WIP(Production Order) (2) Subcontractor

(Subcontract order) (3) Department (4) Warehouse and approval.

System generated MIV for available stock against the Material

Requests and MIV Posting.

Material Return (1) WIP (Production Order) (2) Subcontractor

(Subcontract order) (3) Department (4) Warehouse and approval.

Inventory costing methods (1)Weighted Average Cost

(2) LIFO (3) FIFO.

Stock count comparison during different period / year without

freezing the warehouse operation.

Material transactions controlled by material management.

Tracking pending material requests .

Efficient inventory planning and control (1) Reorder level

Planning (2) Min / Max Planning (3) MRP Planning.

Tracking different type of items stock such as (1) Raw material

(2) Consumable (3) Packing Material (4) Semi-finished goods

(5) Finished goods (6) Spare parts (7) Assembly etc at

inspection warehouse, Rejection warehouse, WIP, FG,

Subcontractor etc.

Tracking rejected and scrap materials.

Material Consumption Analysis – Department-wise,class-wise.

Current stock Analysis (Qty & Value) – WH-wise, class-wise.

Periodical Stock on hand Analysis (Qty & Value ) – WH-wise,

class-wise.

ABC analysis based on individual item value/ consumption

value.

Fast Slow Non (FSN) moving item analysis.

Physical Stock Count – Stock Shortage / Overage Analysis.

Tracking expired items (lot number and qty).

Receive the material




Maintenance

Benefits

Quality

10

Purchase Order




Supplier

Planning Department

Purchase Department

Gate Entry

Stores

Quality Control

Accounts Payable

Receives RFQ

Prepare Purchase Request / Supplier Schedule Request

based on MRP

Receive ApprovedPurchase / Supplier Schedule Request

Place Purchase Order /Supplier Schedule

Generate RFQ and send it to Supplier

Receives quote, enter details and prepare comparison chart

Purchase/ SupplierSchedule

RFQ/PO

Receives the material along with Inspection

Request

Registers the bill against GRN

Prepares Debt Memo / Invoice and return the rejected /

excess material along with Invoice / Debit Memo

Inspects the materials enter observation,accepted

& rejected qty

Forwards accepted /rejected material to stores

Forwards the invoice to Finance Department

Automatic creation of purchase request

based on the Reorder / Min / Max planning

Creates GRN manuallyor convert the Gate

entry into GRN & sends to QC for QI

Receives the Accepted / Rejected material

Supplier Schedule

Purchase

RFQ

PO

Prepares and sendsquote against RFQ

Receives PurchaseOrder / Supplier

Schedule

Supplier sends material along with

DC & Invoice

Supplier receivesrejected material

Roadmap Purchase System automates procurement functions starting from purchase request, RFQ, quotation, comparative statements,

purchase order and appropriate authorization control at all levels as per the HR hierarchy. The Landed Cost capability enables the

organization to calculate all costs. It monitors supplier performance periodically. It is also linked with Accounts Payable, Inventory, Material

Requirement Planning (MRP) modules to have a comprehensive system that optimizes timely purchases with the dynamics of inventory

control.

Approved suppliers for the items, share of business, contract prices/

catalog prices / standard / user defined prices .

Purchase request for stocked / non-stocked with detailed schedule

of qty and date with/ without RFQ.

Purchase Request – Cancellation / Close Short.

Supplier Schedule Request and Approval.

PR / PO approval authorization and budget validation.

Single/multiple RFQ generation from single / multiple purchase

requests.

Supplier quote price entry and price comparison.

Conversion of single quotation to single / multiple PO's.

Conversion of single / multiple purchase requests to single / multiple

PO's.

Conversion of Supplier Schedule Request into Supplier Schedule

Order.

Supplier's credit limit alert.

PO amendments, PO cancel / close short.

Supports PO to receipt qty tolerance%, early / late day's tolerance

and partial shipment allowed option.

Conversion of Gate Entry into Goods Receipt Note.

Multiple GRN for single PO / supplier schedule order and single

GRN for multiple PO's/supplier schedule order.

Handling excess quantity and waived quantity receipts.

Register landed cost and apportion it to single / multiple

GRN based on value / weight.

Rework and accept the purchase rejection.

Single / multiple purchase return for single / multiple GRN

rejected quantity.

Raising Debit note / invoice for the purchase rejection.

return / excess quantity receipt return w/wo GRN reference

and w/wo goods / QPD variance.

Tracking Purchase Request / RFQ / Quotation / Order/

Planned Material receipts at any instances.

Tracking Pending Purchase Request ( Order Conversion).

Tracking Pending Purchase Order by Supplier / Buyer /

Item.

Summary and Comparison of purchases yearly/ periodically.

Comparison for budgeted vs actual purchases.

Supplier Performance Rating.

Tracking pending purchase request / purchase orders /

short close purchase orders.

Amended purchase order excess quantity / pre-printed

format.

Periodic purchase receipt / price comparison / purchase

summary.

Enter the Material Inward, DC &Invoice details

Benefits

Quality

11

Subcontracting


Planning Department

Gate Entry

Stores

Quality Control

Accounts Payable

Prepares RFQ for item process and forward to

sub contractor

Receives quote prepare open PO/ Amendment

List of pending outside processes

Convert into sub contractor order & approves

Prepares production order and copies the processes

from product routing

Inspects the material enter the QI observation,

accepted & rejected details and sends back to the store

Register the bill against GRN

Prepare Debt Memo / Invoice and return the Primary /Secondary rejection item

W/ WO material

Enter the material inward details in 7 categories1. Processed 5. End Bits2. Unprocessed 6. Cut Samples3. Declared scrap 7. Partially Processed4. Scrap

Material request & allocation

Material Issuance to subcontractor

with DC

Convert the gate entry into GRN, generates material consumption

against DC & forward to QC Department

Stores department receives the material,

stock decreased at subcontractor location

Forward the GRN details along with

bill to finance department

Receives RFQ for Item processes and prepares

quotation & forward to the organisation

Receives open PO/ Amendment

Receives subcontractor order

along with material & DC

Process the Material and sends along with DC & Invoice

Receives DebitMemo for the

Primary/ Secondary rejection item


Roadmap Subcontracting handles the various processes of subcontracting efficiently starting from procurement request to

subcontract, considering Share of Business (SOB), labor contract rates and converting the procurement request into subcontract

order. It also facilitates the receiving of subcontract items and finally registering invoices against the outsourced process.


Subcontract Labor contract rates for each supplier, item & process.

Subcontract requests with the required BOM Specification.

Conversion of subcontract request into subcontract order with BOM

Specification,which facilities expanding or decreasing the sub-

contracting process.

Creation of Subcontract orders from Production shop floor process

pending buckets.

Subcontract order for Rework, Value addition etc.

Auto creation of material requests, material issuance and DC for

subcontract orders.

Subcontract Order Close short / Amendment.

Entering Landed Cost and apportioning to single / multiple GRN's.

Subcontract GRN for (1) Processed (2) Unprocessed (SFG)

(3) Supplier Declared Scrap (4) Scrap (4) End bits (5) Unprocessed

(Std) (6) Cut Samples (7) Partially Completed.

Subcontract receipts through Gate Entry option.

System generated material consumption as per BOM and adjusting

against the DC's.

Raising Rework order to repair/ disassemble / scrap the primary /

secondary rejected items.

Raising debit memo for the Primary & Secondary rejection w/wo

material.

Tracking expired Open PO for the item process purchases.

Tracking unprocessed subcontract requests, supplier

schedule requests.

Tracking un-received subcontract order / suppliers

schedules etc.

Tracking pending gate entries for GRN conversions.

Tracking pending GRN lines for quality inspection.

Tracking quality completed pending GRN lines.

Subcontract Analysis : Yearly / Periodical Class wise /

Supplier wise / Buyer wise / Process wise.

Subcontractor Performance rating.

Tracking stock at subcontractors at any instance.

Tracking pending DC with subcontractors.

Tracking pending subcontract orders, requests etc.

Subcontractor

Sub Contracting Department

Benefits

Quality

12

Gate Entry Management


Roadmap Gate Entry Management is very user friendly so that the security personnel can be trained to make the entries. Roadmap

Gate Entry Management ensures the perfect control of the gates and seamlessly integrates with Purchase Order / Subcontract

Management.


Supplier

Subcontractor

Receives PO & Sendsthe Material

Register visitor In & Out details, Register

vehicle Out details

Receives the materialalong with DC

After processing sends materialalong with DC & also

returnables DC material

Register the followinginward details:1. Purchase Material2. Subcontract Material3. External Service Machine / Tools4. Sales Return 5. Others

Receive the materialalong with DC

Sends the Sales Returnmaterial

After completion of theprocess sends the material

along with DC

Receives the Machine/Tool for external service

Sends PO for the Material

Sends Subcontract Order along with material

Prepares Sales Invoice

Prepares DC for the Machine /Tools which requires external

maintenance service

Prepares Trip Sheet with DC &Vehicle details

Register Outward details

Creates delivery challanwith returnable/ non-returnable

goods

Creates delivery challanfor the returnable /

non-returnable materials

Customer

Post the Document

SubcontractingDepartment

CommercialDepartment

Maintenance Department

Transportation

Service Provider


Register all Returnable and Non Returnable inward details such as (1) Vehicle details (2) Material details.

Option to capture the gross weight of incoming vehicle, tare weight while vehicle going out and determine net weight of the goods.

System / manual created returnable / non-returnable DC's from various sources

Consolidate the DC's created from multiple source and generate single / multiple outward entry with vehicle details.

Track the returnable material with aged days.

Visitors Gate Pass.

DC to DC matching / mapping.

Purchase Department

Gate Keeper

13


Define organization own vehicle details.

Define different carriers, rates for different transport modes such as Road, Ship, Air, based on the weight, distance etc.

Efficient Transportation Schedule preparation for the material inward / outward (1) Purchase (2) Subcontract (3) Material

Transfer (4) Sales Invoice (5) Others etc. with company.

Trip sheet Preparation with pick and drop details and associating DC's with it.

Register invoices for the transporters from the trip sheets.

Comparison of actual freight collected from customers and paid to the carriers.

Payment to the transporters.


Roadmap Transportation Management helps the organization to efficiently manage transportation requirements to and from between;

multiple units/plants within organization, movement of material from supplier / subcontractors, movement of dispatch material via sales to

customers. Organization can use their own vehicles or contract the same to third party carrier suppliers.


Carriers

Transportation Department

Sends quote for transportation price

Prepare Trip sheet with different pick from / ship to

location

Register the own Vehiclesavailable for

transportation

Request quote for the ratesdifferent destination, shipment

mode, weights etc.

Fixes the prices in the masters for various carriers

Register the sales orderswith ship to location

and required date details

Register the purchase order / subcontract order with different

pick from location and the required date

Register the bill for the transportation

Carrier sends bill for the transportation services

Makes the paymentagainst the bills


Transportation

Prepares transportation schedule with different carriers/

company own vehicle

AccountsPayable Department

Cash ManagementPayable

Purchase/ Subcontract Department

14

Sales Order



Customer

Planning Department

Accounts Receivable

Cash Management

Shop Floor

Books the sales orderor converts from sales

quotation into sales order / register customer schedule

Prepares Packing listand Invoice

RegisterSales Return

Runs MRP and determine purchase and production

requirement

Produces FG as per planning requirement

Register DN / Invoicereceived Receives Invoice

Prepares Bank /Cash receipt

voucher

Customer places Purchase Order

Customer receivesmaterial, invoice

& DC

Customer makesthe Payment

Customer returnsrejected material

Customer receivesthe Payment

Receipt

Roadmap Sales Order facilitates order entry process by accepting orders manually and through web, validating credit limit, supporting

different pricing and promotional schemes. Sales Order makes possible for the organization to have multiple price catalogues, discount

plans, promotion plans, sales contracts, and standard prices for different type of customers and periods which can be used by invoicing

process. By connecting the sales return with original sales invoices helps the organizations in getting accurate sales return value.


Multiple pricing – contract / catalog /standard /user defined prices for

different periods.

Sales order for multiple items with different delivery schedule and

Bill To / Ship To addresses.

Sales order validation for the customer lead time, available to

promise and promise date determination.

Supports multiple sales unit of measures.

Firm control over credit limit.

Sales Order approval / Close short / Cancel.

Complete sales order picking / partial picking, multiple shipments to

single / multiple invoice.

Generating Pro-forma Invoice for (1) Advance (2) Pre-Dispatch

Receipt and amount receipt against proforma invoice.

Supporting 14 types of sales Invoices (1) Standard (2) Stock

Transfer (3) Stock Transfer 3PL (4) Supplementary (5) Scrap

(6)Labor (7)Service (8)Input Sales (9)Project Invoicing (10) Demo/

Exhibition (11) Fixed Assets (12) Free Replacement (13) Free

Sample (14) Transfer Service Tax.

System calculated tax & charges and different running invoice

numbers.

Sales Return (1) Return W/G (2) Return WO/G (3) Labor (4) Service

(5) Supplementary (6) Others (7) Stock Transfer (8) Demo /

Exhibition (9) Replacement (10) Sample.

Tracking expired / about to expire open SO items.

Track Open SO / Sales Order Amendment History.

Tracking pending customer sch. / Sales Orders / Labor Orders.

Tracking different type of invoices (1) Domestic (2) Export (3) Stock

perfect calculation of taxes and charges.

Easy generation of Sales Registers (1) Invoice-wise (2) Item-wise.

System generated Proforma invoice / picking list / packing slip /

delivery challan.

Track the delivery schedule and follow-up production.

Sales Analysis : Yearly / Periodical / Group-wise / Subgroup- wise /

Customer-wise / item-wise.

Sales Return Analysis : Yearly / Periodical / Group-wise /

Subgroup- wise / Customer-wise / item-wise.

Profitability Analysis : Yearly / Periodical / Group-wise / Subgroup-

wise / Customer-wise / item-wise.

Dispatch : Early / On-time / Late delivery analysis.


Benefits

15

Quality Control




Stores Department

Shop Floor

Quality Department

Purchase, Subcontract, GRN- Inspection Request WIP Return, Pre-dispatch

Inspection Request

Accepted/ Rejecteddetails



Production processcompletion, Final product

Inspection Request

Sales Return -Inspection Request

Shop Floor in processinspection

Gauges entry, calibration due details

Open NCR & enter noncompliance details and

preventive action can be taken

Enter action taken details

Close NCR

Enter calibration details

Update next calibration due date

Enter qualityobservation details

Receives Inspection Request

Create Inspection document, enter quality observation, defect details, accepted,

rejected details

Complete the inspection document & forwards back the material & QC report

to originator

Is calibration

due?

The Roadmap QC module identifies any deviation from the set quality standard and type of quality related costs the company incurs.

The company can achieve higher quality at lower costs by devoting more resources to quality planning and appraisal thereby reducing

the number of defects produced.

Easy setup of Inspection plans for the Purchase items &

manufactured items.

Standard QC characteristics for the variables and spec for the

Attribute types.

Single, double and multiple sampling.

First Stage Inspection.

Collect and analyze the quality data's at the following inspection

points.

(1) Purchase GRN (2) Subcontract GRN (3) Shop Floor transfer

(4) Stock Inspection (5) Sales Return (6) Material Return from

WIP (7) Material Transfer (8) Service Work Order.

Shop Floor - In Process Inspection.

Inspection Document (1) Register value for Variable & Visual

characteristics (2) Enter defect codes and quantity (3) Register

Accepted, Accepted On Deviation(AOD), Primary & Secondary

Rejection quantities (4) Register defect code and quantity.

Serial number tracking for the defects.

Raising NCR for the Purchase / Subcontract/Shop Floor / Sales

Return Rejections

Parts Per Million (PPM) Analysis.

Process Capability Study.

Process Performance Study.

Pareto Analysis.

Gauges.

Calibration Dues.

Calibration.

Bias Study.

Linearity Study.

Stability Study.

R & R Study.

Tracking pending inspection requests (1)Purchase

(2)Subcontract (3) Shop Floor (4) Sales Return.

Non-Conformance/ Monthly Inspection Status.

Efficient Defect analysis (tracking the defective products by

defect code and reasons).

Pareto analysis on attribute data & quality related variable

charts.

System generated quality related variable charts.

Tracking QC history data.

Tracking Open NCR items.

Tracking calibration gauge due & MSA study due records.

Commercial

Benefits

Measurement System Analysis

Statistical Process Control

Calibration

Quality

16

IfStudy Due

Register Study details for the Gauges

Create Study Record & update details


Routing

Bill of Materials



Business Process MappingDefine processes, work centres and process sequences to build an repetitive / discrete / flow manufacturing item.

Define the completion percentage for each process, Inspection Required, Tool Setting approval required, Lot Serial generation

option, Inside/Outside process option, instruction sheet no, drawing number etc.

Supports to have primary and alternate routing for the items.

Alter item routing at any instance.

Routing in Planning & Manufacturing specifies the sequence of operations carried out in the manufacturing process.

With Roadmap ERP system, this can be automated by defining primary routing and alternate routings for the item. This is also tightly

linked with modules such as Bill of Materials (BOM) and Bill of Resources (BOR). Facilities like lead-time offset percentage will enable to

identify the time required for a process to complete the job/operation of an item and total time can be estimated for each order.

Roadmap BOM is created by specifying the relationships among the various components in a hierarchical structure. BOM is a primary

requirement for planning & manufacturing, subcontracting and supports any number of levels. A Parent Item will have relationships with

one or more component items and same components may be used in many different assemblies within manufacturing. BOM is linked with

MRP and Production / Job Order to compute the material requirements.


Define material required, quantity and its sequence in different

processes, source warehouse, scrap percentage, consumption

required for the manufactured item.

Supports Assemble To Order, Ship To Order items, optional items,

options within option, phantom assemblies etc.

Different UOM for the child items.

Primary and alternate BOM for the items.

Configurable product, with multiple options, dependents etc.

Flexible workday calendar creation.

BOM generation at selective level.

Option to run BOM program for each end item with primary and

several alternate BOM to generate material requirements and

comparison for the following:

Material Requirement Planning.

Production Orders.

View item structure assemblies, subassemblies, components

and raw materials in tree form.

Track Material where used.

Track interchangeable components.

Determine material cost for the end item / assembly and

subassembly and cost comparison for different item.

17

Warehouse

Warehouse

Repetitive Production Line

Process Layout

Operation - 1(Resources)

Finished Item

Assembly - 1

Sub Assembly-1

Component-3 Component-4

Component-1

Component-5

Component-2

Component-6

Assembly - 2

Dept - 1


Dept - 2


Primary

Primary

Routing

Alternate

Alternate

Routing System

BOM System

MISReports

MISReports

Dept - 3

Item Flow

Components /Material




Item

Item

Process

Warehouses

Sub Assembly-2

Demand Management


Marketing Department

Commercial Department /Projects

Planning Department

Enter sales order /customer schedule

details

Enter Material request for the

projects

Demand Management

The total demand Input to MPS / MRP

Enter forecast for the Make to Stock items both independent / dependent items or generate

forecasts from the historical value

The purpose of Demand Management is to determine required quantities and delivery dates for finished products to arrive at future

demand. It is a collaborative process involving internal and external participants. Information from several sources is collected and

organized in order to estimate future demand based on market conditions. Customer requirements are created in sales order

management.

Roadmap-Planning & Manufacturing


Enter firm / tentative forecast details for

each item.

Consolidate the total demand from sales

forecast, sales order,customer schedule

projects etc.

Demands can be prepared for each unit

separately and acts as input for MRP.

Supports to maintain the demand for firm

and tentative period.

Support to copy the demand from previous

Master Production Schedule



Multiple MPS and option to load the demand from sales forecast /

demand schedule / Sales order / disaggregating the plan.

Validation for planning time fence, demand time fence and release

time fence.

Summary of available Vs allocated resources by department.

Rough cut capacity analysis with different simulation sets.

Routing Based Rate Based

Easy definition of work-off, holidays, work shifts in the

workday calendar.

Order promising / ATP check with multiple scheduling

options such as forward, backward, no forward / no

backward, forward / backward etc.

Engineering

Marketing

Commercial

Stores

Purchasing

Shop Floor

Planning

Define, Routing, Bill of Materials,

Bill of Resources

Enter Sales forecast details

Enter Sales Order / Customer Schedule

details

Enter day to day transaction of material receipts and issuances

Create Purchase Order for PR

Update Production completion details

Demand Management

Consolidate the total demand

MPS EngineRun MPS and determine

net material requirements considering all demand

& supply

Released Planned Order

Rough Cut Analysis

Organizations that make more than one product often have an additional challenge on deciding how much of each product must be

produced. The detailed statement on how much to produce and when to produce, is commonly called, the master production schedule

(MPS). Roadmap MPS explores the finished goods as per the level specified and determines the exact number of required manufactured

items & resources.

18


19


Roadmap MRP accepts MPS / Demand Management as input and explodes the BOM; calculates gross requirements for child items,

compares demand vs supply and determines the net requirements. Information on demand and supply are generated from the integrated

modules such as inventory, purchase / subcontract order, production order etc. Release process, generates necessary documents like

purchase request, subcontract request and production order automatically.

Engineering

Marketing

Commercial

Stores

Purchasing

Shop Floor

Planning

Define, Routing, Bill of Materials,

Bill of Resources

Enter Sales forecast details

Enter Sales Order/ Customer Schedule

details

Enter day to day transaction of material receipts and issuances

Create Purchase Order

Update Production completion details

Demand Management

Consolidate the total demand

MRP EngineRun MRP and determine net material requirement considering all demand

& supply

Release Planned Order

Material Requirement Planning


Organization can run MRP as and when required from the consolidated Demand Management.

Supports Single Organization / Multi-Organization Planning.

Option to run MRP with primary and alternate BOM to generate material requirements and comparison.

Requirement for end items / assembly / subassembly / components / raw materials.

Gross requirements, Net requirements.

Supply: Purchase Requests, Purchase Orders, Production Orders, Stock.

Demand: Sales Forecast, Sales Orders, Safety Stock, Material Requirements for the pending production /

subcontract orders.

Projected QOH.

Planned order release.

Material Requirements for the pending production / subcontract orders.

Projected QOH.

Planned order release.

System generated purchase orders as per Share Of Business (SOB) for the following type of products:

Purchased items

Manufactured items

Available stock check before issuing the production order

Manufacturing Resource Planning



Planning Department

Shop Floor

Run MPSDetermine resource

required for the planned order release qty

Run MRP

Update Resource available details

Enter preventive maintenance schedule

Updates availablecapacity

Demand Management consolidate the total demand from 1. Sales Forecast2. Sales Order3. Project

Rough cut capacity analysis

Compare Resource requiredVs Resource availability

Capacity requirementPlanning

Compare Resource requiredVs Resource availability

Bill Of Resources (BOR) defines the resource requirements to produce the items. BOR can be setup for each item by defining the resource

groups required in each process and number of hours required for single unit or number of units per hour, which can later be used to

compute the required resource hours for the MPS / MRP / Production order quantities. Since Roadmap MRP-II is linked with Roadmap

MPS, MRP and Shop Floor Control, it is easy to do the Rough Cut Capacity Planning (RCCP) and Capacity Requirement Planning (CRP).

Plant Maintenance

20


Track the resources availability by departments / shifts/ process.

Resources sharing among the departments.

Easy to define the resource groups, resources and bill of resources for the item.

Flexibility for addition or deletion of resources with start and end date.

Determination of resource requirements for the following:

Master Production Schedule.

Material Requirement Planning.

Production Order.

Rough-cut capacity planning.

Routing Based.

Rate Based.

Capacity Requirement Planning.

Supports following manufacturing types:

Discrete manufacturing.

Repetitive Manufacturing.

Process / Flow Manufacturing.

Tracking production orders, material / resource requirement for the production order and statuses.

System generated material requests for the production order processes.

Monitoring day to day manufacturing activities such as resources / material used, scrap etc.

Reporting periodical Work In Progress (WIP) in production line / processes.

Tracking daily production status such as products completed, rejected, rework, scrap transferred, WIP etc.

Back-flush consumption of materials.

Production Analysis : Daily / Weekly / Monthly / Item-wise.

Productivity / Utilization / Efficiency Analysis.

Tracking actual at each production stage.

Idle Time Analysis.

Production Plan Vs Actual Analysis.

Shop Floor




Planning

Shop Floor

Stores / FG WH

Quality Control

Rework Centre

Gate Entry

Runs MRP and generate production

order

Process 1...n

Create Material Request

ProcessCompletion

Forward to QC

Transfer Subassembly / FG

to FG / SA

Schedules the production order processes

Receive the material and process

Completes QC

Disassemble

Repair

Scrap

Yes Yes

Yes

Inside

outside

No

No

No

Increase/ decrease stock

Increase scrap stock

Receives subcontract Order and materials

Process the material and sends back to the co.

Enter Inwarddetails

Completes the QC

Receives material request and issues material

Convert the Gate Entry into GRN and forward to QC

Receives subassembly /FG from Shop Floor

Accepted

Roadmap Shop Floor Control (SFC) efficiently tracks the production / job order. The SFC module is designed with the detailed

management of activities and the flow of materials inside the plant including the workers, materials, machines and time utilized in

production. SFC determines requirements of raw material, tools and resources for production/job order and generates material request to

the concerned warehouses automatically and keeps track of material movements.

If processinside

QC Required ?

Is Last Process ?

Repair/ Disassemble

Scrap

Subcontractor

Quality

21

Benefits

Manufacturing Schedule


Planning

Shop Floor

Sequence the productionorder based on:1.Critical Ratio Rule2.Earliest Due Date3.Shortest Processing Time4.Slack Time Remaining Rule

Set priority for the resource

Load Resource non-availabledetails based on preventive

maintenance schedule

Run Schedule programwhich will schedule

resources

Make it firm schedules

Released Production order with process details

Scheduling is defined as task assignment and time allocation for the use of resources - such as personnel, equipment and facilities for

production activities or jobs. Many companies establish daily production and work schedules, but with change of customer demands and

with occurrence of other incidents, the scheduling may be revised one or more times during the day.

Roadmap Manufacturing Scheduling effectively allocates the resources for the production order based on the priority or user can

manually schedule the resources usage. Parallel the user has options to reallocate the resources for an alternative production order or

reschedule the production order.


Track the scheduled orders, scheduled start date, end date, required hours for the process and order.

Support to sequence and schedule the production orders and resources in the following methods:

Critical Ratio Rule.

Earliest Due Date.

Shortest Processing Time.

Slack Time Remaining Rule.

User-defined priority.

Track the resource allocation for the job and allocated date.

Track the resources available hours and allocated hours for the jobs.

Easy to plot the chart to compare the available and required load on daily basis.

Supports scheduling for repetitive, discrete and batch production systems.

Effective tracking of rescheduling activity.


22

Roadmap - HR & Payroll

HR-Planning

Roadmap HR planning gives long range, short range and departmental plan for the manpower requirements. It is an integral part of

corporate planning and budgeting process. The system will check for the available manpower as per the activities mentioned by the user

and finalizes the required manpower to generate the request instantly.

Long Range Plan/ Objectives

Short Range Plan/Objectives

DepartmentObjectives

Determine required Activity, Job Titles

Compare Plan VsActual manpower

Generates manpower request & forward to HR

Receives manpower request


Top Management

MiddleManagement

HR Department

Define job titles, positions, organization chart, job description,

standards, qualifications, skill sets, specification.

Long term / short term / department plans and objectives.

Plan for manpower and compare with the available.

Planned manpower approval – Long and short term.

Manpower requests and approval.

Hierarchy of HR Planning is used for document forward and

approval in Roadmap ERP Modules.

View employees and their positions as well as vacant

positions, Planned Vs Actual Manpower.

System generated manpower requests.

Tree structure view of the hierarchy.

Business Functionality

Department Manager

23

Today's demanding contracting and staffing environment requires a human capital management solution that enables rapid and

cost-effective recruiting and staffing. Roadmap HR-Recruitment handles the complete cycle of recruitment starting from manpower

request, advertisement, application receipts, scheduling & conducting different evaluation processes such as employment test, selection

tests, written tests, selection interviews, supervisory interviews, background check, reference check, issuing offer letter and upto

completion of including candidate into employees' master list.

HR - Recruitment


Department

Candidate

HR Department

Candidate submits the application Online

HR Department receives the application for candidate

and upload it into Resume Bank

Employee TestWritten TestInterviewReference CheckBackground Check

Resume Bank Search Resume Bank

EvaluationUpdate the status in

Resume Bank

Make Advertisement / through consultant and

collect CV

Employee MasterUpdate Status in

Employee application

Create Batch with set of application for each job

Define the test for Batch

Sends man power request to HR Department

FetchSuitable

application

If Qualified

Yes

Yes

No

No

Handling of approved manpower requests, forming batches based on the job titles, positions etc.

Automatic matching of selection criteria.

Tracking of manpower request batches, tests, job titles and applicants.

Managing advertisement and preliminary application receipts.

Online job application submission.

Maintaining all details related to applicants (Huge volume of resume bank support).

Formation of multiple question sets based on job titles.

On-line written tests (objective & descriptive).

Scheduling of written test, employment test, medical test, interview, reference check, background check etc.

On-line evaluation, selection interviews, supervisory interviews, realistic job previews.

Track all operations of recruiting.

Issue / track offer letters and contractual agreements.

Online messaging (Alerts).

Business Functionality


24


HR-Employee Portfolio


HR Department

HR Manager

Register new employee personal details, dependent

details, bank A/c details, statutory document

education experience, skill details

Prepare employee profilechanges for annual merit

increase, contract renewal,promotion, compensation &benefit changes, transfer etc

and forward for approval

Create profile and enter salary, grade, allowancedetails and forward for

approval

Update employee salary,department work

location, grade, job, title, position details

Approves the profile

Enter employee resignation,termination details and create profile changes

Roadmap HR Portfolio facilitates storing & accessing critical employee records and providing instantaneous retrieval of employee

related information. This information includes the employee profile, career information in the organization such as departments served,

different positions/locations assigned, merit increase, compensation and benefits details such as basic salary, fixed allowance,

variable allowance, different insurance paid by company, tax deducted from employees, loan etc.


Tracking employees complete details such as Personal,

Career details, compensation & benefits details, training

details, dependent details, etc.

Tracking employee profiles pending for approval.

Track employee legal documents information (Passport, visa,

driving license, work permit, identity card, medical card,

insurance), validity period and providing necessary alerts.

Track Active / Terminated / Resigned Employee details at any

instance.

Monthly department-wise employee headcount analysis

(Opening Count, Addition, Deduction, Closing Count).

Employee Attrition Rate Analysis.

Define applicable grades, min/max salary and allowances for each

grade.

Supports different types of employments (1) Company (2) Contract

(3) Subcontract (4) Temporary (5) Trainee (6) Apprentice

(7) Consultant.

Enter employee personal details, traits, dependent details,

education qualification, skill sets, experience, contract details,

notice period, etc.

Register profiles for new hire, promotion, transfer, compensation

and benefits information, miscellaneous changes.

Register statutory details such as ESI, PF, Income-tax, Aadhaar,

and bank account details.

Register memos, warning letter, show cause notices issued to the

employees.

Register the employee resignation, termination details and approval

through workflow.

Register employee service award details, various certificates

issued details.

Register and track the employee grievances.

Benefits

25

HR-OrientationOrientation is the introduction of new employees to the organization, their work units and the job. This is also applicable for the employees

who are transferred, promoted to new environment, etc. With Roadmap HR Orientation, activity sequencing, scheduling and conducting the

orientation programme could be done at ease professionally. It ensures every new employee passes through the programme without fail.

The facility of linking the orientation type with specific employees will ensure the HR department to plan for different orientation programmes

for different categories of employees such as purchaser, machinist, operator, accountant etc.


HR Department

Department

Add newly joined records and request for orientation

program

DepartmentOrientation

Prepare orientationplan

OrganizationOrientation


Multiple orientation programs as per different job titles.

Organizational, departmental and job orientations.

Post orientation evaluation and have feedback from participants.

Schedule and monitor complete orientation programs.


HR - Training and Development


Training & DevelopmentDepartment

Training Institution

HR Department

Department Heads

Employee

Prepares Annual TrainingProgram List

Sends Training Programdetails

Announces the internal/ external training program

details to departments and request for the participants list

Receive the applications

Sends PO to the Training Institute

Employee TrainingRecords

Appraise the employee for post training

Receives the Training program details and sends

the participant list

Employee attends trainingprogram

Attracting the most qualified employees and matching them to the jobs for which they are best suited is important for the success of any

organization. In an effort to improve morale, productivity and to limit employee attrition rates, the organization effectively use employee

skills, provide training opportunities to enhance their skills and boost employees' satisfaction with their jobs and working conditions.

Roadmap HR Training & Development facilitates the organization in conducting enrichment programs. Since it is possible to find the cost

involved in the training, the approval based on the financial budgets and the amount spent per person can be easily traced. The pre and

post evaluation of training will help the organization to rate outcome of the training.

TrainingExternal/ Internal program

External

Internal


Create and maintain organization's master training program.

Maintain external training institutions profile.

Registration of external training programs organized by various training institutions and send notification to the departments.

Conduct employee's pre and post training evaluation.

Efficient handling of employees approved training requests and arranging training program through internal/external training programs.

Employee assessment for the training program pre-requisite skill sets.

Internal/External training requirement.

Training course Registers/Nominations, objectives, evaluations.

Track the employee training history & Monitoring the training cost.

26

HR-Performance Appraisal


HR Department

HR Manager

Employee

Employee Supervisor

Department Manager

Methods :1. Management by Objective (MBO)2. Multi Rater Assessment (MRA)3. Behaviorally Anchored Rating Scale(BARS)4. Work Standard Approach5. Critical Incident Method6. Check List Method7. Essay Method8. Forced Choice Method9. Ranking Methods10.Paired Comparison Ranking

HR Manager approves the decision

Employee Selfappraisal

Supervisor appraises theemployee

Department Managerappraisal the employee

Raises Appraisal requestfor employee’s probationary

period, evaluation, meritincrease, contract, renewal etc

Receives filled in appraisal

Proposes the decisionto HR Manager

Apply changes to employee file

Performance appraisal is the process of structured formal interaction between a subordinate and supervisor, that usually takes the form of

a periodic interview (annual or semi-annual), in which the work performance of the subordinate is examined and discussed, with a view to

identifying weaknesses and strengths as well as opportunities for improvement and skills development.

The objectives of performance appraisals include: (1) validating selection and other management or cultural practices (2) helping

employees understand and take responsibility for their performance and (3) making decisions about pay or promotions. Roadmap

HR-Performance Appraisal supports all of the widely practiced performance appraisal systems.


Appraisal for probationary period, annual merit increase and contract renewal evaluation.

Complete track of appraisal request upto profile changes.

Comparison of employee performance appraisals over a period of time.

Supports (1) BARS method (2) Check List method (3) Critical Incidents method (4) Essay method (5) Forced Choice Rating method

(6) MBO method (7) Ranking method (8) Work standard method (9) Scale Rating method (10) Multi Rater Assessment.

Adopt any method of appraisal to suit any business environment.

Integrated with employee profile management to facilitate reward such as promotion, transfer, salary increase, training requirement

as per HR policies of the organization.


27

Employee

HR-Leave & Time Management


EmployeeSupervisor/ Manager

HR Department

Employee submits leaverequest through

system

Submits leave encashment request

Approves the leaverequest

Approves the leaveencashment request

Converts the leaverequest into leave

entryPost the leave entry

Late entryPermission entry

Process leaveencashment request

Upload employee attendance details from thetime attendance machine

Run program to determine employee leave

entry, late and overtime

Roadmap Leave Management system provides accrual of leave and leave availed by the employees as per HR policy. Automated

processing facilities are provided to manage leave account balances and carry forward situations, with additional functionality allowed

for unused leave to be converted into payments to the employee. Each type of leave is defined as per the HR leave policy and

appropriate control/validations have been implemented.

Tracking pending employee leave requests for leave entry.

Leave encashment request and automatic generation of financial

related documents/ advices.

Summary on leave information.

Integration with time attendance system.

Track employee leave entitlements, transactions and current

balance at any instance.

Integration with time attendance system and determination of

employee worked hours, late arrivals, permission, overtime etc.

Supports different leave types (1) Accruals (2) Information

(3) LWOP and entitlement criteria.

Register different leave entitlements for each employee.

Supports periodical / yearly leave accruals.

Control over leave carry forward and maximum accumulation.

Paperless leave requests, approval and automatic notification.

Conversion of leave requests into leave entry.

Register employee attendance details, late arrivals, permissions

etc.



Employee

HR Manager

Cash Management

Registers Loanrequest and

forward to approval

Receives notification that his application is rejected

Employee receives the payment through payroll/A/c or Receives cheque

Process the document

Receives loan applicationand approves/ rejects the

application

Prepares loan documents,enters the disbursement

details & deduction details

Loan payment entry inpayroll record

Prepares payment voucher and issues cheque/

does RTGS

Payroll adjustmentrecords for the

deduction

No

Yes

Cheque/ RTGS

Payroll

Roadmap HR Loan Management allows any organization to effectively and effortlessly configure any policy for availing the loan, the

frequency, the amount of the loan and the recovery. The system takes care of loans made to the employee and is fully integrated to the

finance.

Approved

Payoption

Define various types of loans and criteria.

Employee loan request and approval details.

Efficient loan processing as per the company guidelines.

Loan disbursement through employee payables or payroll.

Employee loan register.

Flexible loan amortization schedules.

Employee loan deduction through Payroll.


HR-Loan Management

HR Department

Benefits


28

HR - Business Trip


Business trip is one of the main activities performed for the purpose of marketing, selling, procurement and training. Any event of business

trip has to be verified and validated as per the policies procedures and department goals. Roadmap HR Business Trip helps the

organization to plan and execute the business trips with the necessary validations and authentication.

Marketing Department

Concerned Department

HR Department

AccountsDepartment

Employee

Prepares business trip request for the marketing &gets approval and forwards

to HR

Prepares business trip request for the training andgets approval & forward to

HR

Receives approved business trip request and

forwards copy to accounts department

Books the required hotel, airlines tickets

Receives approved bus triprequest & makes the

advance payment

Receives the approved bustrip request and pays the

perdiem amount

Employee submitsthe expense bill & returns

excess money

Per diem/Reimbursement

Per diem

Reimbursement


Setting up employee entitlements for the business trip.

Register Business trip request for training, sales & marketing,

procurement and approval through work flow.

Two types

Per Diem – Per day expenses paid in advance.

Reimbursement – post business trip reimbursement process.

Expenses registration, approval and tracking.

Shortfall deductions through Payroll.

Tight control based on eligibility criteria and company policy.

Tracking business trip costs.


Employee

Travel Agent


Air ticket entitlement for the employee and dependents for annual vacation/Rest & Recreation leaves.

Periodical/Yearly Accrual of Ticket.

Ticket Issuance Register.

Ticket Encashment which is paid through AP Payables or Payroll.

Tracking ticket current balance for the employees at any instance.

Ticket cost calculations.


HR Department

Register the employeeand dependents ticketroute class and other entitlement details

Periodic ticket accrual

Receives the ticket requestvalidates and issues voucher

to travel agent for the employee and dependents ticket

Raises ticket requestfor himself & dependents

Travel agent receives the ticket voucher and issues the ticket to the employee and sends

invoice to the company

Roadmap HR supports the ticketing procedures for the business trips of the employees and their trips on vacation with their dependants. In

finance, both expenses and liabilities are taken care and automated and the financial implications are also planned in advance.

HR- Ticketing

29

HR - MedicalThe medical benefits offered in organization varies according to the grades/Job title. Also it requires strict validations, as it involves

financial and HR policies. It can be linked with the medical insurances of the respective employee to enable the prompt claim. The

automated allocations ensure error - free medical claims or benefits procedures.

Roadmap HR-Medical supports actual expenses reimbursement scheme or hospital contract scheme for the employees. It facilitates

registering the reimbursement invoices/hospital invoices in order to compute liability and expenses. While registering and approving

invoices, system validates all the criteria such as treatment coverage and maximum amount in order to have rigid control over the

medical expenses.


HR Department

InsuranceCompany

HospitalContract

Reimbursement

Cashier

Enter Employee and dependent medicalentitlement records

Request for insurancecard

Sends ID request for thetreatment

Issues the insurance cardto employee and

dependents

Sends invoice to the company for the

premium

Receives the requestand issues identity card

Employee avails the treatment whenever

required

Hospital sends invoiceto the company

Visits any hospital/ Physicianfor the treatment & submits

invoice to the company

Receives the invoice andmakes payment to

employee

Insurance/Hospital contract/Reimbursement

Reimbursement

HospitalContract

Insurance

Business Process MappingEmployee and Dependents eligible medical treatment list.

Position based eligibility criteria.

Employee-wise / Dependent-wise / Treatment-wise Budgets.

Supports three types of employee medical schemes.

Medical Reimbursements.

Hospital Contract.

Medical Insurance.

Tracking Employee and Dependents medical expenses.

Approval of Medical Expenses.

System generated AP documents for Hospital Contracts

and Employee Payable documents.



Roadmap Government Relations module efficiently handles the Government relation activities such as applying new employee iqama,

renewing iqama, sponsorship transfers, exit & exit-re-entry visas, business visa’s, labor visa’s etc. HR department can request and

monitor Government relation requests related to the employees. Government Relation department can view approved requests from

various departments and take appropriate action on timely basis.

HR Department

Government RelationDepartment

Requests the following to GR: New IQAMA Request IQAMA Renewal Request Sponsorship Transfer Exit - Reentry Visa Request Business Visa Request Labor Visa Request

HR receives and updates the government relation detailsin the concerned employee

HR file

Receives the service requestfor the different government relation service and process

the record updates thedetails to HR

HR - Govt. Relations


Efficient handling of labor visa’s, foreign

employees’ recruitment requests, agency

authorization and visa stamping activities.

Monitoring available labor visa’s by

profession and nationality, expiry date,

applying new labor visa and visa status

maintenance.

Efficient handling of the following requests

from various departments and updating the

status:

New Iqama, Iqama renewal.

Exit & Exit-Re-entry visa, Sponsorship

transfer.

Business visa, Labor visa & Family visa.

30

Payroll Management


HR Department

Payroll Department

Cash Management- Payable

Updates Employee profile file1. New Hire2. Merit Increase3. Transfer4. Promotion5. Termination/ Resignation

Register employeeleave details

Enter employeeovertime details

Register employeelate arrival/ permission

details

Process the payroll Generate employeestatutory reports

Prepare the payroll Verify the payroll

Employee salary&allowanceadjust file, leave file,

overtime file, late arrivals

Prepare Cash paymentVoucher

Pending Payroll Payables

Make the StatutoryPayments due

Issues cheque/does RTGS transfer

Prepare Bank paymentVoucher

Pays cash to employees

The automated and integrated Roadmap Payroll helps the HR people to process the payroll with a touch of a button. Also it helps any

department like Finance, Costing, and Production department to fetch and utilize the data for any employee related analysis. Payroll

supports configuring any kind of elements and combinations with a simple configuration tool without the intervention of a technical person.

Roadmap payroll automatically transfers the accumulated/earned liability like leave encashment, gratuity etc., to the respective liability

accounts. Organization can generate and submits the ESI, PF and other statutory from the payroll system.

Bank

Yes

No

Re-prepare

Cash

Paymentthrough Cash/

Bank

IfPayrollis ok

Option to prepare payroll multiple times, verify and process

payroll.

Generation of up-loadable ESI, PF Statutory Reports from the

processed payroll .

TDS calculation.

Arrears calculation with retrospective effect.

Maintenance of payroll history.

Tracking employee remuneration history.

System generated periodical/ annual accruals based on the

user-configured formulas.

All mandatory statutory returns.

End of service benefit and final settlement.

Employee current salary and allowance details.

Integration with all other HR modules.

Fully configurable payroll formulae.

Rigid validations over payroll data.

User definable recurring and non-recurring allowances and

adjustments.

Employee overtime additions.

Disbursement of reimbursement.

Prepared / processed payroll summary & details.

Employee account statement.

Bank transfer statements for disbursement of compensation

and benefits.

Employee pay slip / cash employee Statement.


Benefits

Roadmap-HR & Payroll

31

Roadmap-Customer Relationship Management

Marketing


Accounts (Prospect/ Customer)

Marketing

Commercial

Convert Leadinto Prospect

Receives Regret letter

Receives Quote Sends ResponseReceive Order

Acceptance

Follow up & visit report

Register Feasibility study details

Prepare Costing Sheet

Send regret Letter

Close theLead

Register the leads generated through various campaigns

Register opportunity from prospect/ customer

Convert quote into order

Sends orderacceptance to customer

Order Lost File

Yes Yes

Yes

Yes Prospect

Customer

Yes

Yes

No

No No

No

No

No

Prepare and send quote to account Create Customer

Roadmap CRM helps the organization to enhance the business prospects, through its marketing module with automated features.

Roadmap CRM marketing module assists the marketing team in identifying prospective customers, trends, track campaigns,

maintaining and tracking customer profile, etc. Through Roadmap Marketing module, complete marketing activities starting from lead

generation upto conversion of order can be handled efficiently.


Customer and Prospect Management.

Opportunity failure analysis/Feasibility Regret analysis.

Registering follow-up and expenses details.

Marketing partner management, Asset Management, Product

Catalog.

Tracking opportunity details by prospect/ customer/ salesperson.

Track the pending quotation details by prospect/ customer/

salesperson.

Track the opportunity pipeline.

Leads Conversion Summary.

Document Management and in-built work flow.

Automatic notification through E-mail / Phone / SMS.

Hit-Rate analysis for decision making.

Cost Monitoring.

Register different type of campaigns (1) Trade show,

(2) Advertisement, (3) Banner Ads, (4) Conference, (5) E-mail,

(6) Webinar, (7) Cold Calls with the details of budget, expected

sales count, responses etc.

Register leads which were generated through multiple campaign

program, qualify/disqualify the leads.

Convert qualified lead into prospect and register contact person,

sales person details, etc.

Register opportunity details for the customer/prospect, update

follow-up details, stage & visit report etc.

Register the feasibility study report and sends regret letter for the

opportunities which are not feasible.

Prepare cost sheet for the opportunity lines.

Easy creation of quotation and multiple revisions.

Approve the quotation and converts approved quotations into sales

orders.

IsFeasible

Re-quoteRequired

OrderReceived

IsAccount

Prospect?

Is Costingrequired?

Feasibility Study required?

Qualified

Benefits

32

Customer Support


Roadmap-Customer Relationship Management

Customer

CustomerSupport

Spares Stores

Raises serviceRequest

Receives QuoteFor service

AcceptanceReceives invoice and makes the payment

Generate and send proforma invoice

for AMC

Prepare and send quotation

Sales Invoicing with warranty details

Fix appointment and installthe equipment

Update Warranty/ AMCdetails for the equipments

Periodical check for Warranty/ AMC machine details

Customer service request

Receive material fix the problem & close the

service order

Enter material consumed, Labor usage details and

prepare invoice

Track the defective spares to be received from

service engineer

Receive approved material request Issue Material

Warranty/ AMC

Per call

Yes

Yes

Yes

No

No

Yes

Create service Order

Generate Materialrequest

It is necessary for some of businesses to maintain warranty info for the products sold. Service contract can be executed for the warranty

completed machines. For both the case, it would be necessary to maintain some of spares which would be provided for free of cost

when it is failed and organizations will maintain the periodic service schedule. Roadmap CRM covers all customer support activities

start from registering warranty info, service request upto spares and service invoicing.


Complete tracking from service request registration and upto

service order closing/invoicing by area/service engineer.

Tracking pending service requests by service engineer/territory.

Tracking defective spare inward, warranty validation with

supplier, return to supplier, in-house repair etc.

Analysis of the following:

Machine Service History.

Service engineer work load analysis.

Installation failure.

Service Call Response Time Analysis.

Service weightage.

Warranty/ AMC/ Per call to AMC conversion.

Problem occurring Frequency.

Call & Failure Analysis.

Automatic creation of warranty records while sales invoicing.

Update installation details for equipments.

Preventive Maintenance service schedule generation from the

invoice/installation date.

Update the Preventive Maintenance completed details.

System generated AMC proposals (Proforma Invoice) for the

warranty/ Annual Maintenance Contract completed equipments.

Conversion of Proforma Invoice into invoice for the AMC proposal

accepted.

Registering customer services request and easy access of the

machine Warranty/AMC status and spares covered under

warranty/service contract.

Easy preparation of Proforma Invoice for Per Call basis

equipments, spares/service not covered under warranty/service

contract.

Conversion of Customer Service Requests into Service Orders

Enter material consumption, labor/resources usage for the

service order.

Easy closure of service order and spares invoicing, spares

warranty consumption and service invoicing.

Check machine status

Warranty/ AMC expire

Check spares

coverage & quote req.

Order received

Installation required

Benefits

33


Process Costing Full Absorption Method

Material Issues

Opening WIP

Transfer In

Material Return

Closing WIP

Transfer Out

FG Receipts

Direct Materials

Periodical/ Yearly GL Balance

Conversion Factor

EqualizingFactor

CostingPool

Product Unit Cost

UpdateTransaction

Cost

MIS Reports

ApplicationJournals

Direct Labor Overhead

By Product

Joint Product

Under a process cost system, costs are accumulated to each process. Input UOP quantities are derived from raw materials issued to

the processes, multiplied by conversion factor, periodical opening WIP and semi finished goods received from other processes being

multiplied by EUP factor.

To allocate costs for WIP, inventories of partially finished goods at the end of the period in each process must be expressed in terms of

completed units. To derive the quantities of WIP and transfers between processes, it will be calculated after considering the EUP

Factors. Periodical finished goods receipts by stores are valued based on EUP factors. All the above quantities are considered as

output UOP and the input amount (summary of DL, DM and OH) are apportioned based on output UOP.

With Roadmap Cost Management it is easy to trace the split of point for joint products. Besides we have been facilitating with handling

normal / abnormal wastage and by products.

Raw Material

WIP

Semi FinishedGoods

Split ofPoint

34



Standard Method

WIP

FG Receipts

COGS

Inventory

Direct Materials

Periodical/ Yearly GL Balance

EqualizingFactor

Actual Cost Pool

StandardCost Pool

ApplicationJournals

Over / UnderAbsorption

Apply Over /Under absorption

into Inventory COGS and WIP

Periodical / Yearly Standard

Cost for the Product

MIS Reports

Direct Labor Overhead

By Product

Joint Product

When a standard method is used, it is required that pre-determined calculation of how much cost should be under specified working

conditions. Products are setup with standard cost which are employed in the transaction while receiving Finished Goods, COGS,

calculating WIP. During financial period end actual costs are derived from GL and differences between actual and standard costs are

considered as either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost is either

increased or decreased. The new cost would be effective until next cost Rollup / Rollover.

WIP

FinishedGoods

Split ofPoint

Operational Costing



Full Absorption Method

Standard Method

Material Issues

Opening WIP

WIP

Transfer In

FG Receipts

Material Return

Closing WIP

Transfer Out

COGS

FG Receipts

Inventory

Direct Materials 1 Direct Labor Overhead

Periodical / Yearly GL Balance

Periodical / Yearly GL Balance

Conversion Factor

EqualizingFactor

CostingPool

Product Unit Cost

UpdateTransaction

Cost

MIS Reports

ApplicationJournals

Direct Materials 2 Direct Materials 3

By Product

By Product

Joint Product

Joint Product

Under operational costing system, DL & OH of each process and DM are accumulated to each class. Though the process is similar there is

significant difference in the usage of materials i.e., input and output. So the input and output are categorized as different classes.

Raw material consumption are extracted from the inventory issuance based on the conversion factor and materials like WIP / Semi

finished goods / finished goods quantity are calculated based on equalizing factor. To allocate costs for WIP, inventories of partially finished

goods at the end of the period in each process must be expressed in terms of completed units, which will be multiplied by EUP factor to

derive WIP UOP quantity. Transferred In and out quantity derived from periodical semi-finished goods transferred between processes

multiplied by EUP Factor. The direct labor and overheads are apportioned based on the output quantity and direct material would be

apportioned based on the user configuration.

Standard costs fixed for different classes of product. WIP, cost of good sold, inventories for each class derived from the respective

transactions. During financial period end actual costs are derived from GL and differences between actual and standard costs are

considered either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost fluctuates. The

new cost would be effective until next cost Rollup / Rollover.

Raw Material

WIP

WIP

Semi FinishedGoods

FinishedGoods

Split ofPoint

Split ofPoint

Cla

ssC

lass

EqualizingFactor

Actual Cost Pool

StandardCost Pool

ApplicationJournals

Over / UnderAbsorption

Apply Over /Under absorption

into Inventory COGS and WIP

Periodical / Yearly Standard

Cost for the Product

MIS Reports


Direct Materials 1 Direct Labor OverheadDirect Materials 2 Direct Materials 3

35

Process / Operational Costing


36

Key Features

Full Absorption Method Standard Method

FIFO and Weighted average cost method of WIP valuation.

Periodical opening and closing WIP quantities & amount with

the completion percentages.

Transfer of finished goods from any processes (by product,

joint product).

Periodical input quantity to processes, semi finished goods

transfer.

Finished goods receipts, process wise direct labor, direct

material and overhead.

Normal spoilage, normal loss, abnormal loss and abnormal

gain.

Joint products, by products and scrap.

Conversion Factor and Equivalent Unit of Production (EUP).

Compare the cost involved in different periods.

Periodical cost determining flow.

Accurate apportioning of processing cost for the joint products

in the following methods:

Physical measurement.

Relative sales value.

Relative sales value minus further processing cost.

Weighted average method.

Handling of joint products, by-products, scraps, spoilage,

WIP, etc.

System generated journals with the newly updated cost.

Standard cost for all manufactured products.

Periodical opening and closing WIP quantities with the

completion % and standard value.

COGS and Inventory in standard value.

Semi finished goods transfer.

Direct labor, direct material and overhead.

Transfer of finished goods from any processes (by-product,

joint product).

Tracking over / under absorption variances application to

inventory, WIP and cost of goods sold.

Comparison of standard Vs actual cost.

Comparison of pre and post over / under absorption

variances application to WIP, COGS and Inventory.

Periodical product cost Rollup / Rollover.

Determination of over / under absorption.

Applying over / under absorption variances in inventory,

WIP and cost of goods sold.

System generated journals with the newly updated cost.

Job Order Costing

Batch Costing



Opening WIP

Opening WIP

Direct Material

Direct Material

Closing WIP

Closing WIP

Direct Labor

Direct Labor

FG Receipts

FG Receipts

Overhead

Overhead

Material Issuance

Material Issuance

Direct Labor

Direct Labor

Job OrderCost Pool

Job OrderCost Pool

ApplyDifference

Info Overhead

ApplyDifference

Info Overhead

Overhead

Overhead

Product UnitCost

Product UnitCost

Roadmap General Ledger

Roadmap General Ledger

Application Journals

Application Journals

Update StockCost

Update StockCost

Direct Material

Direct Material

Time Card Entry

Time Card Entry

Resource Usage

Resource Usage

Job Order Costing is applicable for organizations where products or services are identifiable by individual units or batches. The Costs

attributable to a particular job are assigned directly to it. Since each product is identical, product cost can be determined by dividing total

manufacturing costs by total units produced. This average cost applies equally to all units produced. It is quite normal that job order may

start and end in single financial period or pass through different periods and simultaneously multiple job order's will be in progress.

Roadmap Job Order Costing enables the user to determine the estimated cost for the Job Order by determining material and resource

requirements exploding through planning data such as BOM, Routing and Bill of Resources. With Roadmap Job Order Costing it is easy

to account material cost, labor cost, overhead, periodical WIP, inventories for each job order and enables the user to compare the

summary of costs involved in job orders with actual costs and understand the difference to job orders as overheads.

Roadmap Job Order Costing facilitates track the product cost for different job orders in different periods. Maintains the details of

inventories for each job order while shipping & invoicing the job orders through Roadmap sales order, perfect COGS would be computed.

This facilitates to arrive and analyze net earnings in each Job Order.

Batch costing is used where identical items are produced in batches like clothing, footwear, engineering components, etc., treated as a

batch during manufacture and the various costs – material, labor and overhead are recorded. The costs of a batch are ascertained in much

the similar way as the individual job. Cost for these items are estimated for huge batches as it will not be logical to analyze the cost of

manufacturing for a single or a pair of shoes. It is advisable to group the identical items and perform the costing accordingly for the batch.

Unit cost is estimated by dividing the total cost by the batch quantity. With Roadmap Batch Costing, it is very easy to group the items as a

batch, automatic batch numbering, efficient recording of material issued, scrap, labor time, overhead etc. Cost incurred can be compared

batch wise to get the clear picture about the total cost spent.

Actual

Actual



Est ima t ing mate r ia l and resource

requirements for job order

Actual DM, DL and OH at each stage and

job order wise.

Status of WIP with completion %.

Monitoring of finished goods.

Periodical product cost for each job order.

Applying overheads / idle man hour cost

based on labor hour / machine hours.

Material requirement and issuance to the job

orders.

Resources requirements, time card and

resource usage entry for the job orders.

Sales Order shipping for the job order.

Apportion the difference in applied and

actual overheads in the following methods:

Adjusted allocation-rate approach.

Pro-ration approach.

Write-off to cost of goods sold approach.

Job order-wise P & L.

Evaluation based on actual cost, average cost

and normal cost.

Status of WIP with completion %.

Monitoring of finished goods.

Periodical product cost for each batch.

Applying overheads based on labor hour /

machine hours.

Batch-wise material requirements, yield

estimation and finance analysis.

Resources requirements and time card and

resource usage entry for each batch.

Apportion the difference in applied and actual

overheads in the following methods:

Adjusted allocation-rate approach.

Pro-ration approach.

Write-off to cost of goods sold approach.


37

Activity Based Costing

Activity based management (ABM) is a management system which focuses on analyzing and controlling activities in the production unit or

performance process in an attempt to improve customer value and enhance profitability. As part of ABM, the Activity-based costing (ABC)

refines costing systems by focusing on individual activities as the fundamental cost objects. An activity is an event, task or unit of work with

a specified purpose; for example designing products, setting up machines, operating machines, and distributing products. ABC systems

calculate the cost of individual activities and assign cost to cost objects such as products and services on the basis of the activities

undertaken to produce each product or service.

Roadmap ERP supports one of the very efficient costing methodologies viz. Activity Based Costing (ABC) which is used by many

organizations today. It is a management tool helping the companies to improve the business performance by managing costs and

improving the efficiency at the activity level. Using Roadmap ABC, more accurate and efficient decisions can be made with reference to

the products and the related costs by studying and analyzing the business activities.

Set ActivityIndirect Cost Pool

Indirect CostAllocation Base

Cost Object

Direct Costs

Allocation Base 1

Design Activity

Allocation Base 2

ManufacturingOperation Activity

Allocation Base 3

ShippingActivity

Allocation Base 4 Allocation Base 5

DistributionActivity

Allocation Base 6

Direct Costs

Indirect Costs

Admin.Activity

DirectMaterials

DirectLabor

DirectExpenses



Helps identifying Activities, Resources, and Cost Drivers.

Accurate product costing information by reducing arbitrary cost allocations.

Listing activities that are driving costs and guiding the focus areas to control cost.

Identifying areas of potential cost savings.

Improving budgeting and planning process of an organization.

Supports the business managers by identifying, measuring and differentiating the activities those add value to the business and

those do not.

Eases the tracking process of allocating indirect costs to specific products.

Allows more accurate reporting and analysis of overhead costs.

Helps identifying costs and activities that can be minimized or eliminated.

Facilitates identifying the actual cost spent on services and products.

Identifying hidden costs, setting target cost and monitoring.

Helps in redesigning the processes thro' cost monitoring.

Provides relevant cost information to the managers for the activities they have control over.

Classify and rank assets/properties in terms of cost and effort required.

Assessment of assets in terms of the total cost, which can be compared to their size and value to rank investments.

Helps in evaluating the options for outsourcing certain operations based on cost.

Activity based overhead distribution. Applying actual direct labor, material from the GL to processes with easy configuration.

Roadmap-Cost Management

38

Contract Costing

Contract costing is a type of job costing where the job to be carried out is of such magnitude that a formal contract is made between the

customer and supplier. Civil Engineering, building and construction work and shipping are examples of industries where large contract

work is undertaken. When contract costing is applied, a separate number is given for each contract/project. Costs are accumulated for

each contract for cost determination.

Sometimes, the contract may start and end in single financial period of the organization, or may have begun during one financial period

and extended to more than one financial period. Therefore the profit on the contract will relate to more than one accounting period.

Roadmap Contract Costing, handles the complete business cycle of contract accounting starting from project registration, estimation,

execution, accomplishment, invoicing and P & L/ Income statement.

Material Issuance Contract 1

Contract Estimation

Time Card Entry Contract 2

Material Requirement

Work Completion Work Certification

Contract Invoicing

Contract P & L

RetentionResource Usage Contract 3

Resource Requirement

Direct Usage Contract n

ExpenseRequirement


Estimating material and resource requirements for contract/project.

Material requirement and issuance to the contract.

Resources requirements and time card & resource usage entry,

expenses for the contract.

Actual DM, DL, direct expenses and OH for each contract.

Efficient handling of subcontracting activities.

Applying overheads/ idle man hour cost based on labor

hour/machine hours.

Charging depreciation for the plant and machinery used by the

contract.

Handling of defective work and rectification of defective work.

Supports lump sum contract/ cost plus contract.

Handling of work certification, progress payment, retention.

WIP: Cost of work completed, not completed and amount of

profit.

Cost accrual, revenue accrual and contract invoicing.

Profit of incomplete contract.

Contract-wise P& L.

Roadmap-Cost Management


39

Static Budgeting

Flexible Budgeting

A budgeting and forecasting system without financial intelligence, integrated business model and data files, severely limits analytical

capabilities and greatly increases the support and maintenance burden on the employees. With Roadmap Budgeting the quantified goals,

measures, and budget targets are easily viewed and analyzed by management to assess top-down and bottom-up convergence.

Static budgeting determines material & resource requirement, manufacturing & non-manufacturing cost from sales forecast and expected

ending inventory. The revision of budget is also possible with tracking of history along with an easy way of revising. The various reports like

sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget, G & A budget, budgeted profit

& loss statement, budgeted cash flow statement will help the planning department to do their job efficiently.

A flexible budget recognizes the difference in behavior between fixed and variable costs in relation to fluctuations in output, turnover or other

variable factors and is designed to change appropriately with such fluctuations.

Every business is dynamic and actual volume of output cannot be expected to conform exactly to the fixed budget. Comparing actual costs

directly with the fixed budget costs is meaningless. For useful control information, it is necessary to compare actual results at the actual level

of activity achieved against the results that should have been expected at this level of activity (i.e. the flexible budget).

Roadmap Flexible Budgeting allows the management to arrive at the figures from the click of a button. The data required are extracted from

the static budget and by mentioning the percentage of level of activity will process the entire task of budgeting.

The various reports at different level of activities like sales budget, production budget, and purchase budget, direct labor budget,

manufacturing overhead cost budget, G & A budget, budgeted profit & loss statement, budgeted cash flow statement can be generated.

BOM

BOM

Routing

Routing

Bill of Resources

Bill of Resources

Sales Forecast

Sales Forecast

Static Budget

Production Qty

Production Qty



ResourceRequirement

ResourceRequirement

ManufacturingOverhead


Purchase Qty

Purchase Qty

Non ManufacturingCost

Non ManufacturingCost

Finished Goods

Secondary

Raw Mat./ Components

Raw Mat./ Components

Opening Inventory

Secondary

OpeningInventory

OpeningInventory

ClosingInventory

Secondary

ClosingInventory

ClosingInventory



Leve

l of A

ctiv

ity

Roadmap - Budgeting

40

Production Budget

Purchase Budget

Sales & ExpenseBudget

Sales Budget

GeneralAdmin. Budget

Factory Cost Budget

Cash fromOperation Budget

Budgeted Financial Statements

Production Budget

Purchase Budget


Sales Budget


Factory Cost Budget



Rolling Budget

These are also called continuous budgets. A rolling budget is for any periods intended by the organization and which is prepared several

times each year (say, once in a period, quarter etc.). Normally the budget for the forthcoming periods will be altered based on the actual

implication of the period ended.

The purpose of a rolling budget is to give management the chance to revise its plans, and precisely, to make more accurate forecasts and

plans for the next few months. Wide range of options are available to suit the organizations to have different permutation and perception of

the budget.

The various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing overhead cost budget,

G & A budget, budgeted profit & loss statement, budgeted cash flow statement can be generated for less and complete details as well as

consolidated way.

Primary Secondary BOM RoutingBill of

Resources

Sales Forecast Production QtyMaterial

Requirement

ResourceRequirement


Purchase Qty Non ManufacturingCost

Finished Goods Raw Mat./ Components

OpeningInventory

OpeningInventory

ClosingInventory

ClosingInventory

Production Budget

Purchase Budget


Sales Budget


Factory Cost Budget



Le

vel o

f A

ctiv

ity


Budgeting Key Features

Extracting sales forecast data such as sales quantity & closing balance of raw material & finished goods and selling price from previous

budgets, stock on hand on specific dates, sales histories, average selling quantity etc .

Generation of production plan, material & resources requirements, purchase plan, etc.

System generate various reports such as sales budget, production budget, purchase budget, direct labor budget, manufacturing

overhead cost budget, G & A budget, budgeted profit & loss statement and budgeted cash flow statement.

For flexible & rolling budget, system generates the above stated statements at various activity levels.

Budgets can be prepared instantly with accuracy, which act as an efficient decision support system.

41

Roadmap - Budgeting

Plant Maintenance


MaintenanceDepartment

Register new equipmentdetails and fix PM schedule,

spares and resource required

Check

Update Meter Readings

Create Maintenancework order1. Preventure2. Predictive3. Breakdown

Define operation sparesand resource requirement

Create Spares request

Enter Predictivemaintenance schedule

Convert into maintenancework order

Receive the spares andschedule the maintenance

operation

Charges labor and completes the operation

Raise Purchase order andsend equipment /

component to the service provider

Close WO

Raises Maintenancework request

Receives materialrequest and issues

spares

Does the serviceand sends back the

equipment with the invoice

Update WO status

Maintenance can be considered as a combination of several actions carried out in an orderly manner to repair/service or replace the

components of numerous equipment in a plant. It is a systematic approach as maintenance involves setting up of objectives, planning,

executing and controlling. The maintenance budget is prepared based on the maintenance activities that are scheduled for the year. It

helps the management take decisions, hiring the manpower, rent the equipment, sub-contracting, spares purchase etc. The

forecasting capability ensures smooth planning and execution of the system. Performance analysis helps to analyze the labor and plant

performance.

No

Yes

Inside

Outside

If prev.maintenance

pred. maintenanceis due

MaintenanceOperation

Inside/ Outside

Maintenance

Shop Floor

Spares Stores

Service Provider

Business Process MappingLong and short range planning of all the maintenance activities.

Tracking maintenance request and work order status.

Conversion of maintenance requests into work orders.

Comparison of material and resource requirements for work order

and actual consumption.

Work planning, scheduling of periodical inspection and preventive

maintenance.

Breakdown, planned, scheduled and corrective maintenance.

Condit ion based maintenance and rel iabi l i ty-centered

maintenance.

Forecasting maintenance requirements and work load estimation.

Time-scale of resource planning, scheduling and allocation.

Statistical analysis of performance.

Selection of work measurement methods.

Labor performance analysis.

Tracking the maintenance cost and compare with budget.

Comparing required resources for the work orders Vs

available resources.

Tracking the various inspection schedules for the

machineries.

MTTR, MTBF Analysis.

5-Why Analysis

Failure Analysis

Maintenance Cost Analysis.


42

Engineering (R & D)

Engineering / R & D department often involves in new product development, improving existing products based on the difficulties faced by

client. R & D needs to manage various engineering activities such as handling engineering change request, work order, engineering

change note, engineering routing, bill of materials and all the necessary documents. R & D department requires efficient handling of all its

activities by prioritizing and allocating the resources.


Subcontracting

Management

Engineering

Stores

Customer


Receives subcontractorder along with

material

Process the material and send

back to organization

Place PurchaseOrder for new

product

Raises engineering orderfor new product developmentfor own use/ customer order

Raises material requestfor the engineering order

Receives the materials anddoes the required

process

Prepares subcontract orderand send material along with

subcontract order

Schedule the requiredmachinery, manpower and

process the material

Receives the processedcompleted material

Receives materialrequest, allocates and

issues the material

Prepare engineeringRouting, Bill of Material,Operating manual etc

Run Sample lot and send it to customer

Run pilot lot andsend it to customer

Receives the sampleand send feedback

Prepares invoice andsend along with the

new product

Receives pilot lot andsends feedback

Receives the product returns to the company along with DC for production purpose

if newproduct isdeveloped

inside/ outside

If required

process doneInside/Outside

In case of

Tool / Pattern


Registering Product Problem Intimation (PPI) and monitoring the

status.

Product Problem Intimation Approval.

Engineering Change Request (ECR) and status monitoring

Engineering work orders for the following:

New Product Development.

Product revision.

Preparation of Engineering Change Notice (ECN) and Product

Release Note (PRN).

Estimating material / resource and expenses requirements.

Capturing material consumption, employee time card, machine

usage and subcontracting activities.

Engineering products, product routing and Engineering BOM.

Preparation of production procedure, process check list.

Maintaining the following documents:

Production Procedure.

Process Check List.

Testing & Inspection procedure.

Tool Intimation Note.

Component Specification.

Final Product Inspection.

Engineering Specifications.

Packing Procedure.

Incoming Component Inspection.

Service Instruction.

Drawing Revision Intimation.

Critical Spare Parts.

Installation Procedure.

New Product Development Questionnaires.

Parts Addition and Deletion.

Supplier Product Specification.

Inside

Inside

Outside

Outside

43


Project Management

Projects are distinguished by the fact that they produce unique products; they require the completion of variety of tasks using variety of

resources and human skills and task performance must be well coordinated to complete the project on time and within estimated value.

To be scheduled accurately, a project must first be decomposed into each fundamental task or activity. Precedence relationships

among the tasks and estimates of the time required to complete each task must then be obtained.

Materials can be issued to the projects through Roadmap's Inventory control or purchase order can be placed through Roadmap's

Purchase Order to deliver the goods directly to the projects site.


Customer

Project ManagementTeam

Material Planning

Purchase Department

Production Department

Stores/ FG WH

Dispatch Department


AccountsReceivable

Customer issues purchase order

Receives Invoice Makes Payment

Specify the material resource/ expense

requirement

Register Project detailswith complete WBS

Runs MRP to determinenet material requirement

Purchase the requiredmaterials

Receive production orderReceives the material

and produces the goods required for the project

Upon completion of the product move the material

to FG WH

Receives the materialagainst PO

Receives producedMaterial

Raise FG request to FGW for the project

Receives the material

Update project/ Taskstatus

Receives the Payment

Accures revenue based onthe milestone and prepares

draft invoice

Receives MaterialRequest for the project&

Issues

Receives the materialFG & Dispatch to the

project site

Timecard / Resource usage / Labour usage/

Expense entry

Prepares commercialinvoice

Raises material request to stores

Sends approved purchaserequest to purchase

department

Raises ProductionOrder

Purchase

Manufacture

Purchase/Manufacture


Multiple level WBS structure split into tasks, effective period.

Material/resources / expenses requirement for the task and project.

Material issued, labor & resource utilized, expenses incurred and overhead applied.

Budget for each task / project and amount applied against the budget.

Cost accrued and fixed asset added for the capital project.

Cost/revenue accrued and amount invoiced for the contract project.

Tasks completed % and status.

Project estimation Vs Actual.

Work accomplishment invoicing.

Project ExecutionTeam

44


Cane Management

Running sugar mills fully depends on the sugarcane availability; the capacity of sugar mill should match with sugarcane supply. Sugar

mills involve continuous process, sugar mills start operating at the beginning of the season and get stopped at the end of the season. It

becomes necessary to maintain uninterrupted supply of sugarcane when the mill is operating. Proper planning should be laid down to

ensure the smooth supply.

Roadmap cane management efficiently handles all the cane management activities starting from soil testing, seeding, planting,

fertilizing, disease analysis, pesticide, periodical records of plot, issuing cutting order, managing transportation. With Cane

Management, it is easy to forecast daily supply and total expected supply of sugarcane during the season.


RYOTS

Cane Department

Gate

Factory

Account Payable

Cash Management

Cultivates thesugarcane for seed/

sugar for each season

Cutting takes placeas per cutting order

Transfer seed to other Ryots

Upon the cutting stageissues cutting order

and arrange transport

Cane Department maintainssugarcane, cultivation

details with Ryots/ season etc

Sugarcane is receivedfrom Ryot through

truck & inward entriesmade

Capture empty truckweight & determine its

net weight

Unload the sugarcaneand goes back to weighing bridge

Register the purchaseagainst cane receipt

Makes the paymentby Ryots

Adjust the payableagainst the loan etc

Receivepayment

Seed/Sugar


Database of villages, accounts, banks, branches, soil types, irrigation sources, disease types, seasons, variety etc are supported.

Geographical areas, cane inspectors and assigning cane inspectors to the geographical areas are tracked.

Track plot(plantation) details such as season id, ryot no, plot no, growing area, crop type (foundation nursery, crop nursery etc), planting

start date, expected yield, crushing start and end date, date of plot over, soil type, irrigation source, gap between crop, insurance, cane

burnt etc.

Analyze ryot transaction such as seed given, fertilizer/chemical issued, loan paid, and sugarcane delivered to factory by ryot, seed

supplied to other ryot etc, loan deduction, payment made to ryot etc.

Maintain transporters, vehicles, addresses, rate agreement and transaction details.

Cutting orders for the matured plot for factory crushing or seed.

User friendly sugarcane entry details from the gate weight capturing at the weighing bridge, and tracking the details of

registered/unregistered/diverted cane from other factory, transportation details such as rental and own arrangement etc.

Complete integration of Roadmap ERP modules.

Supports to perform various tests (lab) and analyze the laboratory results.

Track the supply of sugarcane from the ryots, by geographic area, periodical based on the maturity date.

Expected yield and actual analysis.


Seed

Sugar

45

Fleet Management

Maintain the complete details of Active, Passive and Active /

passive Vehicles.

Track the details of organization owned and rented vehicles.

Seamless integration from enquiry, quotation, load order, trip

sheet and receivables.

Track the load orders in different statuses.

Easy conversion of load order to trip sheets.

Track the unclosed and un-invoiced trip sheets.

Track the Purchase, Fixed Asset, Insurance details of vehicles.

Register the various expenses in association with vehicle trip.

Calculate the sales commission for the sales person, agent.

Track the trip allowances payable to the drivers.

Revenue, profit analysis by trip and vehicle.

Track the maintenance cost of each vehicle.



Vehicle Management

Customer


AccountsReceivable

Enter VehicleDetails

Sends Vehicleas per the agreement

Prepares vehicleusage log and sends to commercial department

Receives vehicleand utilizes

Customer receivesinvoice and makes

the payment

Receives paymentreceipt

Books the vehicleto transport the

goods

Customer utilizes the vehicle & signs

trip sheet

Prepares monthly invoice as per the log

sheet/ trip sheet

Receives the paymentand makes receiptentry and forwardsreceipt to customer

Prepares load vehicle to customer

Receives trip sheet & forwards to commercial

department

Signs vehiclelease agreement

46

Roadmap Fleet Management system is powerful enough to handle the immense volume of vehicle data streaming from numerous

sources. We provide fleet maintenance history, fuel usage, and driver details also you can easy manage areas like insurance, asset

management, tire management, inventory management, LR management as well as all expenses associated with operating your fleet

of motor vehicles and other mechanical assets.


Work�ow Management

EndRejected

Buyer

End Approved

Supplier

Notification

Forward forReview

Forward forApproval

No

tifica

tionR

eje

ctRe

ject

Em

ail

Return

Return

Roadmap Workflow gives you the flexibility in process handling and all you need to do is to support your business cycle by allowing

the complete working process representation which can go beyond your organizational goals. You will be equipped to incorporate

all managerial information's to speed up your decision making process.

Assists you to automate complex business processes

Maps positions and highlights their importance in the organization than people.

Ensure that the right work is assigned in the right sequence at the right time to the right person in the workflow.

Enhances and automates business processes.

Monitoring at ease from initiation to completion.

Enable the process owners to track deadlines.

POReview

POApproval

POEntry

Roadmap workflow Benefits

Roadmap Sample Workflow

47

Roadmap-Workflow

Standard Reports

FINANCIALS Chart of Accounts Recurring Journals - Fixed / Variable Distribution Journal General Journal Account Statement Operating Expenses (Matrix) Fund Flow Statement Yearly Budget Vs Actual Periodic Budget Vs Actual Supplier/ Customer Ledger Balances Trial Balance - Main & Subsidiary - (2 Col) Trial Balance - Subsidiary & Class - (2 Col) Trial Balance - Main & Subsidiary - (4 Col) Profit and Loss Account Balance sheet with Schedule Profit and Loss Schedule Balance sheet Sub scheduleAccounts Payable Supplier List, Ledger Supplier Ledger 2C (upto Date) Supplier Settlement (Invoice, Payment) Hold Payment List Forecasted Payment Summary Forecasted Payment & Details (BC) AP Aging Summary & Details (BC)Accounts Receivable Credit / Debit Memo Customer Ledger (As-on-Date) Collection Statement - Area-wise Details AR Aging Summary & Details (BC)Cash Management Cash / Bank Payment, Receipt Voucher Cash / Bank Book, Daily Break-up Cash / Bank Balance Summary Bank Reconciliation, Exchange Rate varianceTaxation Annexure C-A Stuffing Report, Appendix III ARE - 1 & 3, Dec. of Exporters Form JJ, Form SDF Pending C-Form - Issued, Received C-Form Issuance / Receipt, H-Form IssuanceExcise Reports, VAT, TDS & ESI RG23A - Part I & II, RG23C - Part I & II, Service Tax VAT - ANNEXURE I, II, III, IV, IA, EXP, IV IMP TDS Statement, Sales Tax TDS Statement ESI StatementSALES & DISTRIBUTION Item Profile Product Obsolete Analysis, Material Request Pending Material Request, MR Issue Status Pending Material Request Summary Material Issuance Voucher Stock Adjustment, Stock Transaction Analysis Stock Transaction Summary - Group Delivery Challan, Current Stock Closing Stock Summary (Class) Stock Count Comparison (Qty & Value) Stock Count Comparison (Qty) Inventory Aging

Purchase Order Approved Supplier List, Open Purchase Order Open Purchase Order Amendment Open Subcontract / Job Order Open Subcontract / Job Order - Amendment Purchase Requisition Pending Purchase Request Purchase Request to GRN Tracking Subcontract Material Request / Stock at Subcontractor Supplier Schedule, Quotation Price Comparison Purchase Order, Pending Purchase Orders PO Delay and rejection chart, Pending PO(Supplier Wise) Short closed PO, Subcontract OrderGate Entry Gate Entry Details, Discrepancy GE Vs GRN Gate Entry - Purchase ReceiptGoods Receipt Note Purchase & Subcontract Approved Schedules Periodic Purchase Receipts, Planned Purchase Receipt Goods Receipt Note, Receipt Day Book (Qty & Cost) Material Inward List MIR Details, Pending MIR List GRN - QC Completed Purchase Return Invoice Details Purchase Order Format Pending Purchase Receipts(Item-wise) Supplier Rating Delivery, Supplier Performance Rating Supplier Performance LetterQuality Management Defect Item Analysis (Month-wise) Deviation Concession Report Incoming Inspection Status - Item-wise Incoming Inspection Summary - Purchase (Supplier-wise) Inward Inspection Report - Purchase Inward Rejection Statement - Purchase Monthly Status ReportNCR Reports NCR Report - 1, Pareto Analysis Pending Inspection, Supplier Quality Rating Supplier-wise Defect AnalysisShop Floor Production Order Pending Production Order, Production Completion Details Production Order Pending Material Production Pending Request Resource Usage Details, Work-in-Progress Status Inprocess & Daily - Rejection Report, Inprocess Report Monthly Production, Weekly Production, Scrap-Note Production Loading chartCosting Cost Sheet - Summary, Cost Sheet RMC Details, Item Group RMC RMC Comparison, Item RMC (Assembly-wise) Productivity Reports Productivity – Daily / Monthly(Actual – Qty) Productivity Report Daily / Shift-wise Productivity B/A Idle Hours - Daily Productivity before/ after Idle Time - Daily Sales Order Order Acceptance Form, Sales Order - Format 1 Pending Sales Order Details Pending Sales Order summary

48

Roadmap ERP-Reports

Standard Reports

Sales Order Booking Analysis - Item-wise Area-wise dispatch schedulePacking List Export Packing List, Packing List-DomesticInvoice Dom-Sales Invoice(6 Copies) Dom-Pre Printed -Invoice 1 Purchase Rejection Return - Preprinted Invoice 1 Purchase Rejection Return - Preprinted Invoice 2 Export Invoice Guarantee CertificateSales Register Sales Register / Invoice Day Book Sales invoice SummaryPLANNING & MANUFACTURING RoutingBill of Materials Bill of Materials (Single Level) BOM - Single Level - 1 Bill of Materials (Multi Level) Bill of Materials – Tree (Details) Bill of Materials (Process-wise) Parts Where Used Parts Where Used (Single Level) Partial BOM List / Pending BOM List Pending-Partial BOM for Sales Order Lead Time Details / Cumulative Lead Time Material Requirement Planning MRP Summary MRP Calculation with Dependent Details MRP-Supplier Delivery Schedule MRP-Planned Orders MRP-Production Line-wise MRP-Purchase Plan MRP-Production Plan (Item) MRP-Production Plan - Month-wiseCUSTOMER RELATIONSHIP MANAGEMENTMarketing Customer / Lead List Lead StatusOpportunities Opportunity Review - Checklist Mktg Follow up ReportCost Estimation/ Quotation Cost Estimation, Quotation Quotation Detail by Customer Quotation List, Quotation Status ReportCustomer Support Pending Installations Pending Installations – Customer-wise Service Expiry Details – Area / Territory-wise Service Contract Potential, Service Order Details Service Schedule Analysis, Service Invoices List Service Expenses, Service Expenses Comparison PLANT MAINTENANCE Equipment Profile, Machinery Problems / Causes Failure / Cause/Action, Standard Operation Instruction Maintenance Planning, Maintenance MRP Details Capacity Requirement Analysis Purchase Plans for Maintenance

Work Order Work Order Completion Employee Time Card Resource Usage Maintenance External Cost History Cost (Last Year), History Cost Analysis (Quarterly) Overall PM Statistics PM Statistics by Equipment Report Department Power Consumption Details Power Consumption Details – Department-wise Failure / Breakdown Analysis Equipment Failure Analysis Breakdown Details Work Order Breakdown Details Month-wise HR & PAYROLL Employees List& Position List Muster RollLeave Attendance Statement, Daily Attendance Employee Current Leave Balance Employee Leave Balance Details Employee Leave Balance As-on-Date Employee Leave Details Employee Leave Information, Transaction Leave Encashment Details Leave Entitlements, Leave RegisterLoan Employee Loan Requisition Employee Loan Deduction Plan Employee Loan Loan Document DetailsAllowance Allowance-wise Employee List Bank Statement Details, Bonus Statement Earnings Break-Up Department-wise Overtime DetailsDeduction CPF (Prepared), CPF (Processsed) LIC Deduction List Prepared Payroll Statement Payroll Preparation Details Processed Payroll - Statement, EPF REM. ESI Challan AC.NO.1, ESI Details ESI Return of contrib, ESI_PF_CTC Form-3A (EPF), Form 6-ESI Form-6A - Annual Summary, Form-6A Form-7 E. S. I. ACT, Form-12A Form-16, Gratiuty_Form_A PF Challan, PF Details Period-wise TDS Challan, Super Annuation Form-APayslip Payslip_Cum_Attendance Employees Fixed Salary Statement Full and Final Settlement Payroll Consolidated Statement

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Roadmap ERP-Reports

MIS Reports

General Ledger Yearly Budget Vs Actual Analysis Monthly Budget Vs Actual Analysis Monthly Operation Expenses Report (A/C-wise) Monthly Operation Expenses Report (Unit-wise,A/C-wise) Monthly P & L Account Comparative P & L and Balance Sheet Ratio AnalysisAccounts Payable AP - Aging Analysis (BC / FC) Discount Analysis, Payable Analysis Letter of Credit - Issued List Bank Guarantee Receipts ListAccounts Receivable AR Aging Analysis (BC / FC) Discount Report, Interest Report Letter of Credit Receipts List Bank Guarantee - Issued List, Payment AnalysisCash ManagementCollection Analysis Collection Analysis - Area-wise Collection Analysis - Territory / Sub-Territory / Country-wiseCash & Bank Balance Analysis Cash & Bank Balances StatusCash Forecasting Cash Forecasting Analysis - Daily / Weekly / Monthly Cash Forecasting Vs Actual Analysis-Daily/ Weekly/ MonthlyPurchase OrderPurchase Analysis Monthly Purchase Statement (Supplier-wise) Monthly Purchase Analysis (Class-wise, Subclass-wise ) Monthly Purchase Analysis (Product-wise, Buyer-wise) Monthly Purchase Analysis (Unit-wise, Group-wise) Yearly Purchase Summary Yearly Purchase Value Different Currency Yearly Purchase (Unit-wise) Yearly Purchase (Sub Group-wise,Sub Class-wise ) Monthly Purchase Statement Purchase Control ChartPurchase Return Analysis Monthly Purchase Return Analysis (Supplier-wise) Monthly Purchase Return Analysis (Product-wise) Monthly Purchase Return Analysis (Buyer-wise)Supplier Performance Rating Supplier Performance Rating(Delivery,Price,Quality,Service)Subcontracting Monthly Subcontract Analysis (Supplier-wise, Product-wise) Monthly Subcontract Analysis (Process-wise, Buyer-wise) Cost of Subcontract RejectionInventory Control Management Department-wise Material Consumption Monthly Raw Material Consumption Monthly Packing Material Consumption Monthly Consumables Consumption Inventory Aging Analysis (Fast Moving/Slow Moving) Stock As-on-Date Analysis Stock Summary by Warehouse Stock Summary by ABC ClassShop Floor Production Plan Vs Actual - Monthly Production Plan Vs Actual - Weekly Production Plan Vs Actual - Daily

Idle Time Analysis Productivity Analysis Utilization Rate Analysis Efficiency AnalysisSales Order ManagementOrder Booking Analysis Sales Order Booking Analysis - Area-wise, Territory-wise Sales Order Booking Analysis - Sub-Territory-wise Sales Order Booking Analysis - Customer-wise Sales order Booking Analysis - Salesperson-wise Sales Order Booking Analysis - Product-wiseSales Analysis Sales Analysis- Area-wise, Territory-wise, Sub-Territory-wise Sales Analysis - Customer-wise, Salesperson-wise Sales Analysis - Product-wiseSales Volume Analysis Sales Volume Analysis - Area-wise, Territory-wise Sales Volume Analysis - Sub-Territory-wise Sales Volume Analysis - Customer-wise, Salesperson-wise Sales Volume Analysis - Product-wiseSales Return Analysis Sales Return Analysis - Area-wise, Territory-wise Sales Return Analysis - Sub-Territory-wise Sales Return Analysis - Customer-wise, Salesperson-wise Sales Return Analysis - Product-wiseNet Sales Analysis Net Sales Analysis - Area-wise, Territory-wise Net Sales Analysis - Sub-Territory-wise Net Sales Analysis - Customer-wise, Salesperson-wise Net Sales Analysis - Product-wiseProfit Analysis Profit Analysis - Area-wise Profit Analysis - Territory-wise Profit Analysis - Sub-Territory-wise Profit Analysis - Customer-wise Profit Analysis - Salesperson-wise Profit Analysis - Product-wise Despatch Plan Vs Actual Analysis (Ontime, Late, Early) Production Vs Depatch AnalysisPlant Maintenance Monthly Spares Requirement Plan Maintenance Cost by Equipment & Group Monthly Spares Consumption Maintenance Cost Analysis (Spares, Labor, Ext. services) Machine Failure Analysis, Work Order Summary Open Work Orders, MTTR Analysis, MTBF AnalysisMarketing Opportunities List, Quotations List Open APQP Project List, Marketing Monthwise Performance(Territory / Zone /

All over India) Marketing Performance (Zone / All over India) Marketing Engineer PerformanceHR & Payroll Monthly Headcount Report Salary Cost Analysis - DepartmentwiseCustomer Support Customer Complaints Analysis

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Roadmap ERP-Reports

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Roadmap took lesser time for Implementation and integration of all modules including R&D, production, vendor development,

multilevel production process management, exports, imports, after sales was handled in professional way. Our challenges in

spare parts management were efficiently addressed by the system. We are very impressed with the ability to deliver what was

promised, on budget, and ahead of schedule.

“Roadmap ERP is user friendly and well-structured for our industrial operations. Roadmap's instant MRP generation is

extraordinary, helps us reduce our business cycles. We were able to plan our raw materials 3 months ahead. I strongly recommend

roadmap to tier 1, tier 2 and tier 3 especially for QCD performance. We would recommend and encourage all prospects to

implement Roadmap ERP to remain at par with the competition in such a depressed market.”

Roadmap ERP had all modules that we needed from procurement, manufacture, central excise, import, export and to integrated all

14 branches of ours. Automated voucher generation is impressive and it reduced a lot of our human labor. One of the things we

really like about Roadmap is that it has put together by people who listened to their customers on what they wanted to see and how

they wanted the software to behave. Our open statement is that, we have complete control of the functioning of each and every

section and department of our organization.

Roadmap ERP has given us the ability to

improve our bottom line and productivity with

company's wide financial information at the click

of a button. Roadmap has all features already

available and no customization was practically

required. MRPs, including the reverse planning

could be run on-demand at shortest time based

on the existing stock at all levels, although we

had complicated methods of manufacture.

Inventory control was perfectly balanced in

system against the ones at warehouse.

Roadmap's workflow architecture with value

based flow helped us in carrying out multi-level

functions at a click of a button.

Our MRP generation is strong and accurate in

controlling purchases and sales, plus no

transaction could be done without proper

authorization which gave us complete revenue

control and visibility of our functions. Roadmap

ERP is user friendly and has provided

outstanding solution for our unique needs.

Specifically, their Smart Security tool and

workflow process were high-value additions to

our Industry. My thanks to Roadmap Team in

assisting our esteemed, with successful

implementation and giving ongoing support for

our complete and successful functionality.

Roadmap ERP is scalable and has given an

acceptable response time for transactions,

provides real time data across organization and

has helped in ensuring a smooth functionality flow.

After a preliminary study, they are thorough and

flexible in providing a solution that suited our

unique needs. The team is extremely professional

and is always willing to accommodate the changes

suggested and came out with innovative solutions

for many of our requirements. We are now better

able to track transactions through the system and

can take timely decisions.

Roadmap has greatly improved our business

efficiency, especially the speed and accuracy of order

processing and the ability to communicate more

swiftly with all our customers. We found the process

of installing Roadmap ERP and customizing it to our

needs very smooth and professionally handled.

Roadmap threw a number of people at our project,

analyzed our documentation, learned our business

processes, and provided us a comprehensive

analysis and recommendation for the ERP system

that we ultimately selected.

Roadmap's selection methodology was structured

and all appropriate elements required for a successful

selection process were considered and effectively

executed. Our entire business process and best

practices is now connected on a centralized System;

with which we are now a process driven company. All

our plants are connected to the system, enabling us

to render support on time, on target and at the location

parameter. We are certainly happy that we made the

Enterprise Implementing decision and now we have a

fantastic result.

I was most impressed with Roadmap's flexibility in

adapting to our specific needs and occasional

variations in project pacing. The cost is much lesser

than the other global ERP competitors in market. Part

Numbering system enabled by Roadmap is very

impressive in terms of its speedy and result.

Roadmap threw a number of people at our project,

analyzed our documentation, learned our business

processes, and provided us a comprehensive

analysis and recommendation for the ERP system

that we ultimately selected.

Mr. R.Mananathan, Chairman

Manatec Electronics Pvt Ltd.

Mr. S.Chandra Mohan,GM Mitsuba Sical India Ltd.

Mr. K.N.Raja, MD Consul Consolidated Pvt Ltd

Mr. Jeyaraman, DirectorAutotech Industries

India Pvt Ltd

Mr. Rajarathinam, DirectorAutotech Industries

India Pvt Ltd

Mr. R.Ganeshan, VP VAAS Industries Private Limited

Mr. G.D.Rajkumar, MD GEDEE WEILER

Mr. Sunil Haridass, MD APM United Group

Mr. Subramaniyan, Director Operation

SAC Engine Components Pvt. Ltd.

Client Testimonials

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