Material Management Modules
With this module, companies can manage their material stocks based on different formats such as date, quantity, value, location, batch number, status. With this module—which supports the entire supply chain such as sales, purchase, service, maintenance, production and quality assurance—warehouse stocks can be saved by carrying out inventory movements, and the past and current stock status can be examined in detail.
MOVEMENT TYPES
All the inventory movements can be managed through the check tables in the Inventory Management module. Check tables can be configured based on demand with an unlimited number of options. Thus, companies can keep detailed information about each initiated inventory movement and follow developments easily.
BATCH AND SERIAL NUMBERS
With the batch and serial number tracking feature in the module, material movements can be tracked without any issues. This feature allows for trouble-free operation in processes where regular monitoring and trace-ability are important, such as maintenance and service-related processes or sectors with food, pharmaceuticals, and equipment.
TRANSPARENT EVALUATION
Comprehensive assessments can be done in this module to highlight important information. By using search criteria, instant, up-to-date data about warehouse stocks or warehouse movements can be monitored and categorized according to individual requirements. Additionally, classification can be made by applying ABC-D analysis according to materials, inventory turnover speed and values.
FLEXIBLE STORAGE AND MOBILE USE
The inventory management module can be used to track current inventories and stock types such as available stock, blocked stock, quality stock, reserved stock, revised stock, consignment stock, provided material stock, customer order stock can be tailored to the needs. With Warehouse Management module integration, collection/placement/ transfer operations, barcode inventory receipt/issue/counting operations and container/pallet operations can be easily performed by using mobile data input devices (MDE) or barcode readers.
RESERVATION
Records of processes such as sales delivery order, production order and transfer order, which cause the issuance of materials from inventory, are kept in the module. Simultaneous requests from different locations for the same process are prevented. In addition, different processing demands of the same product can be avoided by reservation management. Available and reserved stocks can be tracked and organized instantly.
BATCH DETAIL
Viewing detailed stock information is very important in terms of determining batch strategies. With the Inventory Management module, the concept of batch policies and party details can be created in material receipt/issue/ transfer operations related to sales, purchase and production processes. In addition, the batch detail concepts can be generated based on the demand; the detailed information required on the based on the batch can be followed and the inquiry can be made according to this information. In this way, companies can review and organize all past and current records.
CONTAINER / PALLET USE
The Container Tracking System provides easier storage of the products in the logistics processes of the enterprises, and the loading and unloading processes are realized more practically. All processes related to the containers which can be produced according to the needs, can be sold, whose batch sizes can be defined, serial numbers can be defined, and maintenance processes can be followed, can be carried out with the Inventory Management module.
STOCK COSTING
Each inventory movement, average cost, walking weighted average cost, actual cost based on batch / serial number in the module can be costed by selecting one of the accounting types such as FIFO, LIFO. The calculated inventory movement costs are accounted in a practical manner in the Financial Accounting module as well as used in various reports.
COST VERIFICATION
In order to find out the cost of inventory movements, data is taken from many modules, mainly Base Data Management, Production Management, Purchase Management, Invoice Verification and Sales Management. With this accurate and thorough integration of data, inventory costs are accurately calculated. Errors that can be caused by verification reports before and after costs are minimized.
MULTIPLE ACCOUNTING STANDARDS
The cost of inventory movements can be calculated using different accounting standards such as IFRS, USGAAP, TFRS. Each accounting standard can be calculated separately. In this way, the results of different accounting standards can be compared and accounted for.
REAL-TIME COST CALCULATION
With the real-time cost calculation feature in the Inventory Management module, the costs of raw materials, semi-finished products or inventory movements of the products are calculated instantaneously over the standard or walking weighted average cost, and the calculated amounts are accounted.
PROFIT CENTERS
In the profit centers of the module, information of on which principles the actualized cost items, that are associated with a specified cost center during their accounting, will be distributed to the sales items can be defined, and a distribution template can be created. In addition, expenses such as R & D, marketing, sales, distribution, general management and financing, which cannot be distributed within the period, can also be charged to the cost of sales document items through a distribution template according to certain criteria.
COST DEVIATION ANALYSIS
Sales dispatch price, sales invoice price, standard cost, actual cost and distribution schema and additional costs distributed to sales items can be reported in ERP system. As a result of this transaction, profit-loss analysis can be done by reporting the deviation rate.
INTEGRATION
The functions in the Inventory Management module and the fully integrated structure of the module in the ERP system provide fast solutions to the needs of companies. Accordingly:
- Access to up-to-date stock information from sales, sales returns, consignment and rental inventory transactions and sales documents associated with the waybill or delivery receipts created in the Sales Management or Retail Management module
- Receipt-based on purchase order created in Purchase Management module, return and import inventory movements to the vendor,
- Product receipt and raw material consumption inventory movements related to production orders created in the Production Management module,
- Inventory movements for the quantity approved, rejected and returned during the quality control process of material in the Quality Management module,
- Inventory movements created during the collection / placement / transfer / count / container / pallet operations in the Warehouse Management module,
- Inventory movements related to assembly and disassembly processes using BOMs defined in the Bill of Material Management module,
- Inventory movements related to service order, revision, assembly and disassembly operations created in Service Management module,
- Inventory records of the materials used in the Maintenance Management module associated with the fault records and maintenance orders,
- Inventory movements in the Transfer Management module based on material/store/ facility material demands,
- Providing stock information to the Material Requirements Planning module on a date basis,
- Inventory receipt and return information related to purchasing orders during invoice receipts in the Invoice Verification module,
- Providing quantity and cost information related to materials used in production orders in the Production Cost Management module,
- Inventory movements related to projects created in the Project Management module,
- Accounting of material costs in the Financial Accounting module after calculating with data from modules such as Base Data Management,
- Production Management, Purchase Management, Invoice Verification, Sales Management, are all done through the integration of the Inventory Management module with other modules.
FEATURES OVERVIEW
- Warehouse records specific to inventory receipts (Purchase order, production order, external order, service order, customer refund), inventory issues (Service order, dispatch, project, contract order, production order, return to supplier, etc.) and stock transfer processes
- The hierarchical structure for warehouse and stock places (Warehouse / stock places and warehouse / stock location addresses)
- Lot number and serial number management
- Use of party details and party policies
- Container / Pallet Tracking System
- Inventory counting and stock regulation
- Stock movement for a future or past date
- Inventory movements that can be made to cost centers
- Stock types management: Available stock, blocked stock, quality stock, reserve stock, revised stock
- Special stock types management: consignment stock, external stock, customer order inventory
- The obligation of document registration for stock changes
- Parallel inventory management in two measurement units
- Option to have negative stock in the warehouse / stock place
- Automatic printout after stock movement
- Authorization based on user or user groups
- User-based shortcuts
- Free configuration for inventory movements
- Transfer of material to material
- Batch stock movement
- Assembly/disassembly movement
- ABC-D analysis
- Safety stock control
- Inventory Turnover Calculation
- Stock aging
- Use of tools
- Quantity and value-based assessments
- Cost deviation analysis
- Standard – Actual cost comparison
- Costing and accounting of inventory movements using different costing types (average cost, moving weighted average cost, actual cost, FIFO, LIFO)
- Real-time cost calculation
- Calculation of cost of stock movements separately for each accounting standard by using different accounting standards (TFS, IFRS, USGAAP, TFRS etc.)
- Perfect integration with all relevant modules
Users can create a detailed control plan for each material purchased or produced by the Quality Management module and perform the quality control process for all specified criteria. Control plans can be defined for work centers and periodical checks can be made accordingly. In addition, various reports can be prepared on the module according to the control results in order to prevent any errors.
QUALITY CONTROL PLANNING
The control tables in the module allow companies to centrally manage the data obtained during the quality control process. The control method, control characteristics, control degrees, dynamic changes and error categories contained in the system can record the data obtained before confirmation or during a process. In addition, the quality assurance-related material information transferred to quality planning is managed in the material master data.
CONTROL PROCESS
In the Quality Management module, the purchase-based control process is triggered by the material stock receipt. Quality control records taken from the quality plans and material base data during the inventory receipt are determined by the approval of the material. Materials that are not approved by the quality control process are kept separately in the Inventory Management module, and generally cannot be issued for different processes (e.g. production, sales, etc.) in the ERP modules.
Furthermore, the controls of the production processes can be defined as controls before or after production, or as periodic operations controls. In addition to the material quality control, the performance values of the operations performed in the work centers can also be recorded by being subject to measurements.
QUALITY CONTROL
In the Quality Management module, the type and frequency of control are managed by the control plan. Information on the necessity of the control is obtained from basic data on quality assurance, which is recorded in material master data. Several control characteristics can be assigned to control plans by experts. The quality control process of a material can be planned with control characteristics. In addition, a quality control process can be initiated and managed with dynamic configurations to ensure quality control on order or batch basis. In addition, sample levels can be determined according to the results of past control over the system. The final stock status of the material in the quality stock due to purchase is determined at the end of the control process. The materials whose quality results are accepted are put into the available stock state. The materials whose results are not accepted are transferred to the blocked stock in the inventory management, and then can be scrapped or returned to the vendor. In the process of production control, materials with accepted results are taken to the next operation or to the available stock. For the materials whose results are not accepted, a waste or reprocessing decision can be made.
CONNECTION WITH MEASUREMENT DEVICES
The module provides successful integration with technically available measuring devices. During the control process, both qualifier (Yes or No) and variable (Measurement Values) results can be recorded using a connected measuring tool. With the measuring device, the control characteristics determined for the material are measured and recorded in the system in real time.
DATA REPORTING AND ANALYSIS
Quality Management module allows the reporting of measured values and many associated data during quality control. Many reports and graphics in the standard quality control systems are available. In addition, ‘Regulatory Activities’ can be defined after the measurement values, ‘4D / 8D’, ‘FMEA’, ‘Nonconformity’ reports can be presented and ‘Error Analysis’ can be performed.
Finally, ‘Vendor Assessment Analysis’ can be performed by combining the quality control results with the purchase order and invoice data.
INTEGRATION
All ERP modules are fully integrated into the overall system. Since all data is managed centrally, control data is provided in the quality control screen that opens automatically during material receipt with the Inventory Management module. As a result of the integration with the Production Management module, the control data of the product and the work center can be created at the pre-production or post-production approval stage or during production. In addition, with the integration of the Document Management module in the quality processes, it is possible to access the relevant documents. With integration to Purchase Management and Invoice Control modules, ‘Vendor Evaluation Analysis’ can be done.
FEATURES OVERVIEW
- Centralized quality plans
- Material quality control
- Production Process Control
- Work Center Performance Analysis
- Dynamic sample plans (ISO 2859-1 / DIN 40080)
- Detailed graphical analysis
- 4D / 8D reports
- FMEA, CAPA documents
- Vendor evaluation analysis
- Measurement device integration
In this way, procurement documents are created at the planning stage which will eliminate all needs in the most ideal way. These documents can be easily converted to finalized documents with the module’s easy integration to the system. In addition, all supply documents opened for each demand document included in the supply chain are easily monitored and reported with the help of this module.
Each industry has its own variables in supply chain management and these variables can be significant for the planning strategy. caniasERP system ensures that the optimal planning method can be easily identified and implemented with the numerous parameters of the Material Requirements Planning module. In addition, the flexible structure of the module, allows simulations for possible scenarios using multiple planning strategies for a material.
Every organization would want to anticipate the future in order to take the necessary precautions against the changing market conditions. Based on this need, it is possible to make plans for future forecasts with the Material Requirements Planning module. It is very easy to determine the most appropriate estimation model by taking historical data into consideration, to make future sales data estimations using various estimation models, to make rough capacity planning on these predictions and to take necessary action in time for the organization.
FLEXIBLE CONFIGURATION
The module provides different planning options for the same materials by using different setting types in order to plan with the conditions closest to reality. In this way, it is possible to observe the extent to which each possible scenario will affect the planning through simulation plans that can be carried out in parallel with the actual planning process of a material.
RICH TIME AND AMOUNT CALCULATION PARAMETERS
Material Requirements Planning module works fully deterministic. Requirement planning is done with perfect time accuracy so that the most suitable supply chain is created. In addition, the atomic time unit, if desired, can be determined by week, month, or a time period the user defines. This feature allows users to show tolerance and reduce the error rate in plan estimates. In addition, in the scheduling of the created plans, results that are closest to reality are acquired by using critical data such as order delivery time, production preparation/machinery/ labor times, purchase delivery time.
The module works perfectly in amount calculations. Many of the accepted industry standard order size determination methods are available in this module. In addition to linear methods such as Lot-for-lot, Fixed Quantity, Maximum Order Level, advanced methods such as Economic Order Quantity, Minimum Unit Cost, Minimum Total Cost and Part Period Balancing are used to determine order size. In addition, safety inventory and re-order point can be defined for the appropriate category of materials and minimum inventory management can be provided.
FLEXIBLE PLANNING
The Material Requirements Planning module allows the use of similar materials interchangeably. Thus, companies can consider a group of materials instead of a single material to meet their needs. This helps to reduce the extra purchase-production activities and promotes savings in enterprises. The choice between the materials defined as one other’s alternatives on the system is made by taking the actual stock levels into account. Companies can manage the choice of the ideal alternative material according to the determined priority levels through the system.
FUTURE-FOCUSED
The module provides different statistical forecasting models to plan the changes in needs in the future. For example, a demand estimate can be generated based on the sales figures of the relevant company. This estimation helps decision makers to better predict future developments and needs and to follow plans accordingly. In order to determine estimated demand amounts, advanced statistical methods such as linear regression analysis, seasonal indexing can be used as well as simple methods such as arithmetic mean. In addition, algorithms identifying and correcting errors in the data set that are the source of the demand forecast allow users to predict the future most closely in reality.
INTEGRATION
Material Requirements Planning module is fully integrated with the modules related to the materials, especially Base Data Management, Bill of Materials Management, Routing Management, Sales Management, Budget Management, Inventory Management, Production Management, Purchase Management and Transfer Management modules. Modules included in the integration provide instant data on all expected receipt and issue for planning. This keeps the system always up to date. Through the Net Exchange System, if any of the integration modules has a material change, the module automatically saves the information and re-plans the related material. With the help of collective planning applications, these materials and related materials are re-planned, and the plan status is updated to be a new current one. In addition, the system allows users to automatically run batch scheduling applications periodically.
Purchasing requests and production plans created by the Material Requirements Planning module are converted into real documents (purchase order and production order) through Production Management, Purchase Management and Transfer Management modules. Thus, the plans on the system are put into operation. In addition, this module monitors finalized documents and allows users to instantly view future stock status.
FEATURES OVERVIEW
- Live material stock status
- Determination of definite and actual procurement dates
- Time parameters
- Lot size optimization methods
- Lot-for-Lot
- Fixed quantity
- Maximum order level
- Economical order size
- Part period balanced
- Planning policies
- Versatile planning configuration
- Parallel planning and simulation
- Predict material movements between different facilities
- Keeping material plans up to date with net change system
- Planning for customer-based special order
- Use of alternative materials and material handling groups
- Realization of the created plans
- Rough Capacity Planning
- Matching of supply and demand documents
- Updating of match records as the documents are realized
- Demand forecasting
- Determining the appropriate demand estimation model
- Prediction with multiple methods
- Product and product family based demand forecast
- Automatic detection and correction of missing or incorrect data
- Ability to share forecast results with customers or vendors
This makes it possible to automatically calculate the ideal source location and the most suitable target location. In case of irregular (chaotic) storage, regular structures can be created with system components; Company-specific requirements can be taken into consideration, and the time is saved when the goods enter the warehouse / withdraw from the warehouse. The integration of the module with the other modules in the system enables more efficient logistics workflows.
ORDER IN DISORGANIZED WAREHOUSES
All warehouses owned by the enterprises are created in detail in the module. The user knows precisely which materials are present in which warehouse/stock place and in what quantity. The module helps the user to make the most efficient use of all warehouse/stock places addresses and to manage material stocks in multiple warehouses/stock places.
INITIALIZATION OF STOCK MOVEMENTS
Physical stock movements in warehouses can be triggered by a document from another module in the system. The following processes can be done practically: Delivery of goods after a purchase order through the Purchase Management module (Goods receipt), delivery for a delivery note created in the Sales Management module (Goods issue), delivery of the materials required for a production order created in the Production Management module to the production supply area (Good transfer) or placing goods in the warehouse in accordance with a production order (Goods receipt).
During the processing of warehouse orders, warehouse management information such as dimensions, weights, warehouse groups and condition groups in the Base Data Management module are used. The Inventory Management module also provides an infrastructure for known routine work on the Warehouse Management module.
AUTOMATIC WAREHOUSE ORDERS
The automation implemented in the module, in combination with the Production Management module, provide significant advantages for companies in facilitating production workflows. When a business transaction is performed, the relevant processes are activated in the Warehouse Management module. Goods receipts that follow a purchase order are first registered in the warehouse/stock place defined as the collection area. Here, the Warehouse Management module automatically generates a placement order to store the goods in a final warehouse/stock place. Thus, the goods delivered by the suppliers or manufactured within the company are guaranteed to be placed quickly and easily in the warehouse.
In the module, when customer orders are processed, and delivery notes are recorded, automatic collection orders can be created, and the goods can be moved out of the warehouse and moved to a collection area. Similarly, the collection orders initiated and the raw materials to be used in production are guaranteed to be in the right place at the right time. The system also creates a list of recommendations based on the created placement/collection orders. This list contains a user-configurable sequence for the appropriate warehouse / stock place addresses.
PROCESSING WITH COMPREHENSIVE MEASUREMENTS
The system recommends warehouses/stock places for goods receipt and issue. Based on the criteria recorded specifically for the orders, the most suitable alternatives, with the most ideal for the storage location to be managed first, are listed. The decision on which of the suggestions on the list will be applied is at the discretion of the responsible warehouse manager. The criteria can be customized and will usually relate to the following topics:
• Distance (Shortest distance)
• Empty/full storage location preference for entry to or from the warehouse
• Only one product allowance for each warehouse location
• FIFO principle or similar methods
• Customizations for prioritizing warehouse spaces (Configurable by the users)
In addition, warehouse related condition groups such as ‘Cold Storage’, ‘Hazardous Substance Storage’ or ‘Small Parts Storage’ can be created on the module. Thus, all requirements for the proper storage of special materials are fulfilled. If a collection/placement proposal is to be applied in the list, the physical goods movement is carried out by the warehouse employee and the operation is notified to the system. The notification process can be done via a fixed computer workstation or via a mobile device.
MOBILE USE
With the help of the Mobile Warehouse Management application and using mobile data entry devices (MDE), collection and placement orders can be processed independently, and the stock movements can be recorded. This data is transferred to the Inventory Management module and Warehouse Management module in real time. This feature greatly contributes to the consistency of the system. The use of barcode readers allows remote control of delivery note or purchase order numbers and allows recording of goods issue/receipt or material stock transfer. Here, the data contained in the respective barcode can be easily configured by the user. With a direct connection to the system, the status of the collection process is continuously monitored, and the available stock can be viewed whenever desired. Thus, an instant view of deliver-ability can be accessed. Through this solution, the user can always be active in the warehouse and can manage goods movements in a very easy way.
INTEGRATION
The Warehouse Management module is fully integrated into the system. Therefore, all data related to warehouse management is always kept up to date. Through integration with modules such as Purchase Management, Sales Management, Production Management, all physical goods movements and their associated processes are automatically initiated and processed using the information stored in the Base Data Management module. The results of the collection or placement operations are tracked through the Inventory Management module. In addition, the integrated capacity control in the module guarantees the most efficient use of all storage locations.
The module also provides information on the movement of goods, such as the upcoming sales order, the production order to be completed, and the delivery order to be completed and optimizes efficiency in the warehouse.
FEATURES OVERVIEW
- The ability to observe all of the orders at any time through the receipts to the warehouse, issues from the warehouse, and transfers.
- Storage condition (e.g. cold storage) definitions for warehouse management
- Recommendations for warehouse addresses based on saved customizable criteria
- Works with mobile devices
- Capacity limitations (volume, weight, unit) consideration
- Warehouse capacity optimization (Preventing waste at warehouse addresses)
- Strong integration with the Inventory Management module
- Detailed authorization and approval mechanism
Use of Transfer Management module and the transfer method instead of the production for the warehouses/stores’ material needs provides the enterprises with the opportunity to use their time, space and financial resources efficiently. This module identifies the needs of the warehouses and sets out the statistics of the orders given from the warehouse in the previous years. Thus, average stock consumption time can be calculated. Considering the order quantity and delivery times, the system recommends the amount of material needed. Warehouses can request material transfer based on these needs.
FLEXIBLE DISTRIBUTION
With the Transfer Management module, transfer requests of different warehouses can be managed from a single center. Inventory management efficiency is essential here. The center evaluates all requests. One of the flexible distribution methods is selected to meet these demands, which can be “According to Demands”, “Equal (Distribution)”, “According to Demands Ratio.”
FAST DISTRIBUTION
It is possible to see the material requirements of the production orders in the system on the fast distribution screen. The system automatically calculates the quantity of materials required and the amount of stocks in different warehouses and enables the planning of the distribution of the materials required for production. By using this distribution structure, the materials required for production can be supplied from more than one warehouse, as well as from a single warehouse. The transfer is carried out in accordance with these requests and orders. The automatic completion of all these processes prevents the loss of time which will interfere with production.
INTEGRATION
In the Transfer Management module, inventory movements are realized through integration with the Inventory Management module. This allows current stock information to be accessed.
In addition, transfer requests and orders are included in the planning in the Material Requirements Planning module. With the Sales Management module integration, the previous years’ sales data can be analyzed, and the material needs of the warehouse/stores can be calculated. With the integration of the Production Management module, transfer requests can be opened for the materials to be used in production.
FEATURE OVERVIEW
- A two-stage process consisting of request and order
- Detailed authorization and approval mechanism
- Flexible distribution techniques (According to Demands, Equal Distribution, According to Demands Ratio)
- Specifying delivery time
- Virtual warehouse feature
- Determining the material need by taking into consideration the previous period sales
- Transferring the necessary materials for production from one warehouse to another for fast delivery requests and orders
- Material transfer tracking