NTIS

3. Project and Service Management

Projects, phases, tasks, resources, budget, expenses and expense invoicing, related purchases, etc.

This functionality is orientated towards companies whose activities are based on the delivery of projects and services. With relationship to projects, Openbravo allows for the management of budgets, phases, tasks, expenses and purchases related with each individual project. These projects may be related to monitoring construction projects or even sending out and sales and purchase related requests. The service component permits companies to define services and resources and control all activities. These activities may or may not be billable, for internal or external customers, and be monitored for incurred expenses at a detailed level.

• Project types, phases and tasks.
• Expenses associated with a project.
• Made-to-order projects and generation of sales orders from templates.
• Construction projects. Invoice to origin (by project).
• Rates by project.
• Budget report. Tracking of actions regarding budget estimates.
• Generation of purchase orders.
• Project reports.
• Resources.
• Register of services.
• Internal expenses.
• Invoicing of expenses.
• Invoicing of services.
• Levels of service.
• Activities report.

4. Production Management

Plant structure, production plans, BOM’s, MRP, manufacturing orders, job reports, costs of production, work incidences, preventive maintenance types, etc.

The production functions and plant management in Openbravo allow a complete shaping of the productive structure of each organization (sections, cost centers and work centers) as well as the relevant data for production: production plans (operation sequences), and products used to make one another. Currently, the functionality provided by Openbravo is orientated towards covering the usual necessities of a discrete production environment: production planning and requests related to procurement using MRP, creation of manufacturing orders, job reports (notification of times and consumption), calculating costs of production, notification of job incidents and maintenance reports.

• Plant structures.
• HFG’s (Homogeneous Functional Groups) or Cost Centers.
• Work centers and machines.
• Materials Requirement Planning (MRP) keeping in mind client requests, existing clients, stock levels, and minimum order quantities.
• Production plans, with multiple arriving products and multiple departing products.
• Production orders.
• Sequence creation and products for each order phase.
• Confirmations with data relating to the production plan and pre-filled sequence.
• Calculation of production costs with the possibility of adding indirect costs.
• Work incidences.
• Types of equipment and management of each piece of equipment.
• Preventive maintenance and maintenance types.

5. Sales Management and Customer Relationship Management (CRM)

Prices, rates, varying quantity sales orders, shipments, invoicing, volume discounts, commissions, CRM, etc.

The functionality of Openbravo in the Sales Management module is expressly designed with the objective of allowing maximum flexibility and adaptability in its execution, needed in any commercial process. It is possible to link documents (orders, shipments, invoices) in any order that the company requires or even disregard any one of these that is not necessary. All this is achieved without sacrificing the coherence and integrity of information and guaranteeing the tracking of processes. The capacities of integration with order capture systems by PDAs extend the potential of the solution beyond the physical limits of the particular company.

• Sales areas.
• Sales orders. Direct sales. Pre-sales. Telesales. Rate applications: prices, discounts and price limit controls. Reserves of goods in warehouse for unprocessed orders. Notification of customer risks. Correction of orders.
• Types of order documents: estimations (with and without reserves of goods), standards, warehouses (automatic delivery note generation), Points of sale (automatic generation of delivery note and invoice).
• Delivery note. Automatic creation from pending order lines. Automation of the outgoing orders (according to stocks, with rules of priority by expiry, location, etc). Cancellation of delivery notes.
• Automatic generation of delivery notes.
• Invoicing process. For all types of invoicing: immediate, delivered goods, order completely delivered. Periodically, (weekly, fortnightly, monthly).
• Invoice registration. Rate applications: prices, discounts and price limit controls. Automatic creation from order lines or delivery note lines of delivery notes pending of being invoiced. Notification of customer risks. Invoice cancellation (leaving associated documents pending invoice).
• Massive printing of documents (orders, delivery notes, invoices), with individual selection criteria for the user.
• Possibility of the creation of documents in any order and to disregard documents not required (Order-Delivery note-Invoice; Order-Invoice-Delivery note; Delivery note-Invoice; Invoice).
• Commissions.
• Reports of orders, sales order supplied, delivery notes, invoices, orders not invoiced, details of invoicing.
• Integrated with order capture systems by (palm and pocket PC).
• Standardized customer information (360° vision).
• Management of requests. Integration with E-mail.