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ERP

A full ERP layer — ledger, stock, documents, projects, pricing, assets, EDI and analytics — configured from five ERP sections in the Architect Panel and working against the datastores you already designed.

  • Getting Started with ERP — What the ERP layer is, the eight Architect Panel sections it lives in, the ERP Setup console, companies, bindings and the background tasks.
  • Calculated Fields & Rollups — Server-side arithmetic: derive a column from others on the same row, total a child datastore into its parent, and keep both correct.
  • Transactional Documents — Document types over your own header and line datastores, an enforced status lifecycle, and conversion from quote to order to despatch to invoice.
  • General Ledger — The ledger as the system of record: the Ledger & Finance console, chart of accounts, journals, currency and intercompany, open items, revaluation and periods.
  • Accounting & Bank Feeds — Bring transactions in from accounting packages and banks, stage them for review, code them with rules, and mirror postings back out.
  • Stock & Inventory — An append-only movement ledger with locations, lots and genealogy, where on-hand is always derived, plus reservations and FIFO valuation.
  • Structures & MRP — Bills of materials, recipes and kits as one dated graph, with demand and supply planning built on it.
  • Assets & Maintenance — An asset register with meters, preventive maintenance, opening balances, transfers and disposals, and depreciation you preview and post each period.
  • Time, Expenses & Projects — Capture time and expenses against anything, resolve rates from a rate card, and run projects with budgets, capacity and billing plans.
  • Pricing & Discounts — Price lists with quantity breaks, discount rules with explicit stacking control, and commission schemes.
  • EDI & Trading Partners — Exchange orders, despatch notes and invoices electronically over SFTP, FTPS, HTTPS, VAN, AS2 or OFTP2.
  • ERP Analytics — Define measures and dimensions over your datastores, build reports, and schedule their distribution.
  • PunchOut Procurement — Buy from a supplier catalogue without leaving a requisition: cXML and OCI sessions that return a basket as document lines, and orders sent back electronically.
  • ERP Roles & Workspace — Give back-office staff ERP roles and company access, and use the ERP workspace on the Admin Home page, ERP search and the menu badges.
  • Period Close — Close each month on the close board with system checks and signed-off close tasks, then close the financial year into retained earnings.
  • Financial Reports — Read the trial balance, account enquiry, profit and loss, balance sheet and cash flow, for one company or the consolidated group.
  • Tax & VAT — Set up tax codes and the VAT return boxes they land in, then calculate, correct, save and file the UK nine-box VAT return.
  • Budgets — Limit spend by account and cost centre with finance budgets that warn, route or block purchase orders, and read commitments and breaches.
  • Bank Accounts & Reconciliation — Set up bank accounts and their connections, import CSV, OFX and CAMT.053 statements, and reconcile each account to its statement.
  • Sales & Order to Cash — Quote, take orders, ship and invoice on the Sales console: credit checks, stock reservation, delivery reversal, credit notes and the customer master.
  • Receivables & Dunning — The Receivables console: post invoices, record and allocate receipts, aged debt, customer statements, payment reminders and credit control.
  • Purchasing & Procure to Pay — Requisitions, purchase orders, goods receipts and supplier bills on the Purchasing console, with three-way matching, duplicate checks and supplier payment runs.
  • Document Output & Letterheads — Company letterheads, printing and e-mailing ERP documents as PDFs, the release rule and watermarks, and attachments and notes on every document.
  • Production & Costing — Run work orders from release to close, see what each step posts, and roll up standard costs with material, labour and overhead.
  • Projects, WIP & Revenue Recognition — Raise project invoices in billing runs, recognise revenue, carry unbilled work at cost, and post and repay expense claims.
  • Resource Planning — Keep the register of people who work on projects, allocate them against their capacity, and follow utilisation against target.