1.1. Forecast-to-Plan
- 1C:ERP WE Process, User and Setup Guides
- 1C:ERP World Edition. Guides
- 1. E2E Process Guide
- End to End Domain Map
- 1.1. Forecast-to-Plan
- 1.2. Source-to-Pay
- 1.2.1. S2P Purchase direct materials
- 1.2.2. S2P Purchase indirect materials stored in warehouses
- 1.2.3. S2P Purchase indirect materials consumed immediately
- 1.2.4. S2P Purchase standard services
- 1.2.5. S2P Purchase ad-hoc services
- 1.2.6. S2P Purchase-to-order (sales through our warehouse)
- 1.2.7. S2P Goods return to vendor
- 1.2.8. S2P Packaging return to vendor
- 1.2.9. S2P Subcontract manufacturing
- 1.2.10. S2P Consignment procurement
- 1.2.11. S2P Procurement via vendor-managed inventory
- 1.2.12. S2P Purchase materials without PO
- 1.2.13. S2P Vendor rebates
- 1.3. Plan-to-Move
- 1.3.1. P2M Inbound logistics
- 1.3.2. P2M Inbound from production via shop floor stockrooms
- 1.3.3. P2M Inbound directly from production
- 1.3.4. P2M Outbound logistics
- 1.3.5. P2M Production supply via shop floor stockroom
- 1.3.6. P2M Production supply directly from warehouse
- 1.3.7. P2M In-house transportation
- 1.3.8. P2M Kit-to-stock
- 1.3.9. P2M Reverse kitting
- 1.3.10. P2M Physical inventory count
- 1.3.11. P2M Stock adjustments
- 1.3.12. P2M Control stock by shelf life
- 1.3.13. P2M Internal orders for goods and works
- 1.4. Plan-to-Produce
- 1.4.1. Pl2P Make-to-stock (Discrete manufacturing)
- 1.4.2. Pl2P Make-to-order (Discrete manufacturing)
- 1.4.3. Pl2P Assemble-to-order
- 1.4.4. Pl2P Simple production
- 1.4.5. Pl2P Recycling
- 1.4.6. Pl2P Remanufacturing
- 1.4.7. Pl2P External subcontracting
- 1.4.8. Pl2P Intercompany subcontracting
- 1.4.9. Pl2P MTS and MTO with dynamic structure
- 1.5. Lead-to-Quote
- 1.6. Order-to-Cash
- 1.6.1. O2C Sales of goods from stock
- 1.6.2. O2C Sales of goods manufactured to order (Make-to-order)
- 1.6.3. O2C Sales of goods assembled to order (Assemble-to-order)
- 1.6.4. O2C Sales of standard services
- 1.6.5. O2C Sales of one-off services
- 1.6.6. O2C Sales of procurement services
- 1.6.7. O2C Sales of goods through our warehouse (Purchase-to-order)
- 1.6.8. O2C Customer complaints without goods return
- 1.6.9. O2C Customer complaints with goods return
- 1.6.10. O2C Customer complaints with goods exchange
- 1.6.11. O2C Provided returnable packaging
- 1.6.12. O2C Intercompany sales
- 1.6.13. O2C Consignment sales via intercompany
- 1.6.14. O2C Consignment sales
- 1.6.15. O2C Sales via agent
- 1.6.16. O2C Sales via vendor-managed inventory
- 1.6.17. O2C Pick up stock held by customer
- 1.6.18. O2C Intercompany sales of subcontract services
- 1.6.19. O2C Retail sales via POS
- 1.6.20. O2C Sales of subcontract services
- 1.6.21. O2C Sales of goods without PO
- 1.6.22. O2C Customer rebates
- 1.7. Record-to-Report
- 1.7.1. R2R Financial planning and budgeting
- 1.7.2. R2R Customer invoice offset
- 1.7.3. R2R Vendor invoice offset (Based on purchase order)
- 1.7.4. R2R Vendor invoice offset (Without purchase order)
- 1.7.5. R2R Intercompany invoice offset
- 1.7.6. R2R Product costing and cost controlling
- 1.7.7. R2R Period end closing
- 1.7.8. R2R General ledger accounting and reporting
- 1.7.9. R2R Budget limit control
- 1.8. Acquire-to-Retire
- 2. User Guide
- Functional Software Architecture
- 2.1. Budgeting and planning
- 2.1.1. Budgeting master data
- 2.1.2. Sales and operations planning master data
- 2.1.3. Budgets
- 2.1.3.1. Review last period budgets and current operational plans
- 2.1.3.2. Create purchase budgets
- 2.1.3.3. Create general expenses budget
- 2.1.3.4. Create production budgets
- 2.1.3.5. Create sales budgets
- 2.1.3.6. Create marketing activity budgets
- 2.1.3.7. Create CAPEX budgets
- 2.1.3.8. Create profit and loss, balance sheet, and cash flow budgets
- 2.1.3.9. Perform planning profitability analysis
- 2.1.3.10. Maintain values for non financial items
- 2.1.3.11. Create Cash Flow budget limits
- 2.1.3.12. Monitor Cash Flow budget limits
- 2.1.3.13. Revise budget figures
- 2.1.3.14. Adjust budget figures
- 2.1.4. Budget process
- 2.1.4.1. Schedule and follow up budgeting process
- 2.1.4.2. Schedule and follow up planning process
- 2.1.4.3. Release budgets
- 2.1.4.4. Release demand plans
- 2.1.4.5. Release purchase plans
- 2.1.4.6. Release production plans
- 2.1.4.7. Resolve operational planning gaps at enterprise level
- 2.1.4.7. Release kitting plans
- 2.1.5. Sales forecasts
- 2.1.5.1. Create forecasts for special terms of sales
- 2.1.5.2. Review forecasts and actual sales under contract
- 2.1.5.3. Review figures and variances of last period sales forecast
- 2.1.5.4. Review confirmed demand plans
- 2.1.5.5. Capture sales forecasts for business units manually
- 2.1.5.6. Populate sales forecast for business unit with statistics
- 2.1.5.7. Consolidate sales forecast by business units
- 2.1.5.8. Adjust sales forecast for capital projects
- 2.1.5.9. Adjust sales forecast for R&D activities
- 2.1.5.10. Adjust sales forecast for marketing activities
- 2.1.5.11. Distribute sales forecasts from category to item level
- 2.1.5.12. Distribute sales forecast by periods based on seasonal indexes
- 2.1.5.13. Align demand plan with master planning decisions
- 2.1.5.14. Calculate sales revenue forecast and align it with budgets
- 2.1.6. Purchase plans
- 2.1.6.1. Break down demand plan into purchasing requirements
- 2.1.6.2. Convert production plan into purchase requirements
- 2.1.6.3. Receive and analyze purchasing requirements
- 2.1.6.4. Assign vendors and terms of purchase for purchasing requirements
- 2.1.6.5. Assess external supply capacity and identify gaps
- 2.1.6.6. Resolve supply capacity gaps by available means
- 2.1.6.7. Create initial feasible purchase plans
- 2.1.6.8. Align planned supply capacity with capacity requirements updates
- 2.1.6.9. Align purchase plan with master planning decisions
- 2.1.6.10. Generate plan-based purchase orders
- 2.1.7. Production plans
- 2.1.7.1. Break down demand plan into production requirements
- 2.1.7.2. Define production capacity for planning period
- 2.1.7.3. Calculate production capacity requirements and identify gaps
- 2.1.7.4. Resolve production capacity gaps by available means
- 2.1.7.5. Create initial feasible production plans
- 2.1.7.6. Align planned production capacity with capacity requirement updates
- 2.1.7.7. Align production plans with master planning decisions
- 2.1.7.8. Generate plan-based production orders
- 2.1.8. Inventory consumption plans
- 2.1.8.1. Review last period inventory consumption plan figures and variances
- 2.1.8.2. Capture inventory consumption plans for business units manually
- 2.1.8.3. Populate inventory consumption plans for business units with statistics
- 2.1.8.4. Adjust inventory consumption plans for business specifics
- 2.1.8.5. Distribute inventory consumption plans by periods based on seasonal indexes
- 2.1.9. Goods stock plans
- 2.1.10. Kitting plans
- 2.2. CRM and marketing
- 2.2.1. CRM
- 2.2.1.1. Record initial contacts
- 2.2.1.2. Qualify sales opportunities
- 2.2.1.3. Create project plans
- 2.2.1.4. Perform project activities
- 2.2.1.5. Process customer requests for quotation
- 2.2.1.6. Capture and evaluate customer complaints
- 2.2.1.7. Close customer complaints
- 2.2.1.8. Create complaints to vendors
- 2.2.1.9. Register vendor responses to complaints
- 2.2.2. Marketing
- 2.2.2.1. Perform marketing activity project tasks
- 2.2.2.2. Plan marketing activities
- 2.2.2.3. Review results and close marketing activities
- 2.2.2.4. Define bonus points accrual terms
- 2.2.2.5. Define terms for applying discounts
- 2.2.2.6. Assign discounts and bonuses
- 2.2.2.7. Maintain loyalty card kinds
- 2.2.2.8. Activate loyalty cards
- 2.2.2.9. Set up automatic accrual and write-off of bonuses
- 2.2.2.10. Accrual and write-off of bonus points manually
- 2.2.2.11. Prepare the cash register to register sales
- 2.2.2.12. Carry out sales to retail customers via POS
- 2.2.2.13. Return goods from retail customers via POS
- 2.2.2.14. Return goods from retail customers
- 2.2.2.15. Sell and activate gift cards via POS
- 2.2.2.16. Return gift card via POS
- 2.2.2.17. Register sales and returns per shift via POS
- 2.2.3. Customer rebates
- 2.2.1. CRM
- 2.3. Sales
- 2.3.1. Sales reports
- 2.3.2. Sales master data
- 2.3.2.1. Receive customer requests for contracting
- 2.3.2.2. Maintain special terms of sales
- 2.3.2.3. Maintain contracts with customers
- 2.3.2.4. Activate contracts and special terms
- 2.3.2.5. Perform contract follow-up activities
- 2.3.2.6. Monitor contract fulfillment
- 2.3.2.7. Set up credit limits
- 2.3.2.8. Maintain consignment sales contracts
- 2.3.2.9. Maintain consignment sales terms
- 2.3.2.10. Maintain contract with customer for sales via agents
- 2.3.3. Sales management
- 2.3.3.1. Create quotations
- 2.3.3.2. Define sales prices
- 2.3.3.3. Follow up sales order progress
- 2.3.3.4. Process sales orders for goods in stock via workplace
- 2.3.3.5. Process sales orders referenced to quotations
- 2.3.3.6. Define payment terms
- 2.3.3.7. Carry out internal approval
- 2.3.3.8. Process outgoing invoices with ref. to sales order
- 2.3.3.9. Create sales invoices of assets sold
- 2.3.3.10. Request advance payment
- 2.3.3.12. Create sales return requests
- 2.3.3.13. Follow up sales return request progress
- 2.3.3.14. Issue accounts receivable adjustments
- 2.3.3.15. Issue sales adjustments
- 2.3.3.16. Process customer requests for packaging return
- 2.3.3.17. Issue customer invoices for packaging redemption
- 2.3.3.18. Define packaging and return conditions on orders
- 2.3.3.19. Issue customer invoices for one-off services
- 2.3.3.20. Fill up customer stock
- 2.3.3.21. Process goods pick-up requests from customers
- 2.3.3.22. Approve goods pick-up requests from customers
- 2.3.3.23. Pick up goods from customers
- 2.3.3.24. Adjust customer stock
- 2.3.3.25. Issue customer invoices for redeemed stock
- 2.3.3.26. Process sales orders for purchasing services
- 2.3.3.27. Issue purchase notifications to customers
- 2.3.3.28. Issue invoices for purchasing services to customers
- 2.3.3.29. Process sales orders for service
- 2.3.3.30. Issue customer invoices for services
- 2.3.3.31. Initiate goods shipment to customer
- 2.3.3.32. Check permission to ship to customer
- 2.3.3.33. Initiate goods supply on order
- 2.3.3.34. Define substitute goods
- 2.3.3.35. Issue sales return
- 2.3.3.36. Process customer invoices without ref. to sales order
- 2.3.3.37. Process sales orders for goods in stock
- 2.3.4. Consignment sales
- 2.3.5. Subcontracting services sales
- 2.4. Purchasing
- 2.4.1. Purchasing reports
- 2.4.2. Purchases
- 2.4.2.5. Specify custom requirements in purchase orders
- 2.4.2.6. Create purchase orders for assets
- 2.4.2.7. Create purchase orders based on sales orders
- 2.4.2.8. Fill in vendor prices
- 2.4.2.9. Fill in vendor payment terms
- 2.4.2.10. Follow up purchase order progress
- 2.4.2.11. Process purchase order confirmation
- 2.4.2.12. Process vendor invoices by purchase orders
- 2.4.2.13. Process vendor invoices for one-off services and assets
- 2.4.2.14. Check vendor invoice vs goods and services received
- 2.4.2.16. Initiate goods return to vendors
- 2.4.2.17. Process vendor invoices for packaging redemption
- 2.4.2.18. Specify terms for consignment procurement and submit for approval
- 2.4.2.19. Register goods pick-up by consignors
- 2.4.2.20. Create and issue purchase orders for VMI procurement
- 2.4.2.21. Fill up company stock by vendor
- 2.4.2.22. Notify vendors about VMI consumption and process vendor invoices
- 2.4.2.23. Register goods pick-up by partners
- 2.4.2.24. Adjust VMI
- 2.4.2.25. Process vendor invoices without purchase orders
- 2.4.2.26. Maintain contracts with vendors
- 2.4.2.27. Maintain special terms of purchase
- 2.4.2.28. Register goods receipt
- 2.4.2.29. Register services receipt
- 2.4.2.30. Register GR-IR adjustments
- 2.4.2.31. Maintain purchasing contracts with agents
- 2.4.3. Consignment procurement
- 2.4.4. Vendor rebates
- 2.5. Warehouse and delivery
- 2.5.1. Warehouse reports and settings
- 2.5.2. Demand fulfillment
- 2.5.2.1. Maintain inventory replenishment parameters
- 2.5.2.2. Execute backorder processing
- 2.5.2.4. Control material availability for production
- 2.5.2.5. Check material availability
- 2.5.2.6. Assess requirements for production supply
- 2.5.2.7. Follow up material supply and initiate shipment
- 2.5.2.8. Reserve goods
- 2.5.2.9. Separate supply
- 2.5.2.10. Assess direct demand for purchasing
- 2.5.2.11. Generate demand-driven purchase orders
- 2.5.2.12. Generate replenishment-driven purchase orders
- 2.5.2.13. Generate demand-driven production orders
- 2.5.2.15. Generate demand-driven kitting orders
- 2.5.3. Internal inventory transfers
- 2.5.3.1. Transfer recycling asset components to inventory
- 2.5.3.2. Consume inventory for CAPEX
- 2.5.3.3. Maintain batch expiration dates
- 2.5.3.6. Specify custom requirements for kitting
- 2.5.3.7. Create reverse kitting orders
- 2.5.3.8. Schedule kitting orders
- 2.5.3.9. Carry out kitting
- 2.5.3.10. Confirm kitting
- 2.5.3.11. Register resource consumption for internal orders
- 2.5.3.12. Create order for internal resources consumption
- 2.5.3.13. Initiate consumption of internal resources
- 2.5.4. Warehouse management
- 2.5.5. Bin system
- 2.5.6. Surplus, shortage, stock quality change
- 2.5.7. Delivery management
- 2.5.7.1. Define delivery terms
- 2.5.7.2. Create delivery requests
- 2.5.7.3. Assess in-house transportation requirements
- 2.5.7.4. Create planned itineraries
- 2.5.7.5. Allocate transportation requirements to planned itineraries
- 2.5.7.6. Schedule itineraries
- 2.5.7.7. Release vehicles onto routes
- 2.5.7.8. Complete itinerary
- 2.6. Manufacturing
- 2.6.1. Production reports
- 2.6.2. Manufacturing master data
- 2.6.3. Production scheduling and controlling
- 2.6.3.1. Follow up production order progress
- 2.6.3.4. Create production stages in make-to-order scenario
- 2.6.3.5. Create production stages in make-to-stock scenario
- 2.6.3.6. Release production orders
- 2.6.3.7. Schedule production orders
- 2.6.3.8. Create production orders for recycling
- 2.6.3.9. Create production stages in recycling scenario
- 2.6.3.10. Confirm production
- 2.6.3.11. Create production orders for remanufacturing
- 2.6.3.12. Create production stages in remanufacturing scenario
- 2.6.3.13. Assess production feasibility
- 2.6.3.14. Assess production feasibility using dynamic structure
- 2.6.3.15. Create production stages using dynamic structure
- 2.6.4. Shop management
- 2.6.4.1. Prepare shop papers and initiate material supply
- 2.6.4.2. Perform production/kitting
- 2.6.4.3. Complete production stages
- 2.6.4.4. Complete production stages of subcontracting
- 2.6.4.5. Perform recycling
- 2.6.4.6. Adjust started production
- 2.6.4.7. Perform internal work for production
- 2.6.4.8. Initiate production supply and create transfer orders
- 2.6.5. Shop-floor manufacturing accounting
- 2.6.5.1. Consume materials for production
- 2.6.5.2. Transfer of materials from production
- 2.6.5.3. Initiate transfer and move materials to production
- 2.6.5.4. Transfer of materials to production
- 2.6.5.5. Confirm transfer of materials from production
- 2.6.5.6. Conduct period-end closing in production
- 2.6.5.7. Post simple production
- 2.6.5.8. Record resource consumption for simple production
- 2.6.5.9. Issue materials from warehouse for shop floor stockroom
- 2.6.5.10. Register internal not-for-production works
- 2.6.5.11. Receive materials at shop floor stockroom
- 2.6.5.12. Issue products from shop floor stockroom
- 2.6.5.13. Receive products from shop floor stockrooms
- 2.6.6. Subcontracting
- 2.6.6.1. Confirm subcontracting purchase orders and send to vendors
- 2.6.6.2. Generate demand-driven subcontracting purchase orders
- 2.6.6.3. Generate subcontracting purchase orders based on production stages
- 2.6.6.4. Perform manufacturing by external subcontractor
- 2.6.6.5. Pick up products from subcontractors
- 2.6.6.6. Process vendor invoices for subcontracting services
- 2.6.6.7. Register subcontractor notifications of consumed resources
- 2.6.7. Labor cost
- 2.7. Treasury
- 2.7.1. Cash forecasting
- 2.7.2. Bank
- 2.7.2.1. Perform outgoing payments without bank EDI
- 2.7.2.2. Process incoming payments without bank EDI
- 2.7.2.3. Match intercompany payments
- 2.7.2.5. Reconcile payments from bank statement without bank EDI
- 2.7.2.6. Perform outgoing payments via BankFeeds
- 2.7.2.7. Reconcile payments via BankFeeds
- 2.7.2.8. Upload and process bank statements
- 2.7.3. AR/AP offsetting
- 2.8. Profitability and cost
- 2.8.1. Financial result reports
- 2.8.2. Income and expenses
- 2.8.2.1. Perform profitability analysis
- 2.8.2.2. Perform closing in payroll
- 2.8.2.3. Maintain expense records
- 2.8.2.4. Maintain income records
- 2.8.2.5. Charge reverse VAT based on vendor invoice
- 2.8.2.6. Maintain periodic value of indicators used in allocation by business units
- 2.8.2.7. Maintain periodic value of indicators used in allocation by cost centers
- 2.8.3. Intercompany inventory transfers
- 2.8.3.1. Set up intercompany supply schemes and terms
- 2.8.3.2. Maintain intercompany contracts
- 2.8.3.3. Process outgoing intercompany invoices
- 2.8.3.4. Accept intercompany invoices and forward for payment
- 2.8.3.5. Clear intercompany accounts
- 2.8.3.6. Fill up another company stock for consignment
- 2.8.3.7. Issue consignment sales notifications to other companies
- 2.8.3.8. Pick up goods from another company
- 2.8.3.9. Adjust intercompany consignment stock
- 2.8.3.10. Issue sales invoice for subcontracting services to other companies
- 2.8.4. Month-end closing
- 2.9. Assets
- 2.9.1. Fixed assets
- 2.9.1.1. Start CAPEX projects
- 2.9.1.2. Maintain CAPEX project structure
- 2.9.1.3. Follow up CAPEX project progress
- 2.9.1.4. Transfer assets to buyers (deferred title transfer)
- 2.9.1.5. Determine buyers of assets and terms of sale
- 2.9.1.6. Perform initial recognition of fixed assets
- 2.9.1.7. Recognize fixed asset cost addition
- 2.9.1.8. Create records in the asset catalog
- 2.9.1.9. Retire and dispose assets
- 2.9.1.10. Register asset scrapping
- 2.9.1.11. Change asset accounting parameters
- 2.9.1.12. Transfer assets and sub assets
- 2.9.1.13. Carry out periodic fixed asset depreciation
- 2.9.1.14. Initiate asset decommissioning
- 2.9.1.15. Transfer of low-value assets
- 2.9.1.16. Return low-value assets from operation
- 2.9.1.17. Retire of low-value assets
- 2.9.1.18. Adjust asset cost and depreciation
- 2.9.1.19. Merge sub assets
- 2.9.1.20. Split assets into sub assets
- 2.9.1.21. Perform initial recognition of sub assets
- 2.9.2. Intangible assets
- 2.9.3. Repair and maintenance
- 2.9.3.1. Analyze the current asset state
- 2.9.3.2. Perform closing for repair and maintenance orders
- 2.9.3.3. Register repair and maintenance requests
- 2.9.3.4. Evaluate and approve repair and maintenance requests
- 2.9.3.5. Assign resources to R&M orders
- 2.9.3.6. Request additional resources for R&M orders
- 2.9.3.7. Schedule R&M orders
- 2.9.3.8. Release repair and maintenance orders
- 2.9.3.9. Perform repair and maintenance works
- 2.9.3.10. Close repair and maintenance orders
- 2.9.3.11. Generate planned repair and maintenance orders
- 2.9.3.12. Maintain asset structure for R&M
- 2.9.1. Fixed assets
- 2.10. General ledger
- 2.11. Master data and settings
- 3. Setup Guide
- 3.1. Initial settings
- 3.1.1. Deactivate default settings
- 3.1.2. Basic enterprise operation settings
- Countries catalog
- Select Main country
- Business calendars catalog
- Work schedules catalog
- Select Enterprise schedule
- Select Incoming document presentation
- Activate Multiple currencies
- Currencies catalog
- Set up Currency exchange rates
- Select Default base currency
- Select Management accounting currency
- Activate Use multi-country accounting
- Persons catalog
- Activate Business units
- Business units catalog: structure
- Activate Multiple companies
- Companies catalog: legal information
- Authorized signatories catalog
- Cash accounts catalog
- Activate Several bank accounts
- Bank accounts catalog
- Activate Keep separate register of partners and counterparties
- Activate Projects
- Activate Several price types
- Activate Online translation service
- Print form languages catalog
- 3.1.3. Items
- Units of measure catalog
- Select Default units of measure
- Activate Item name and variant name duplicate control
- Activate Item and item variant duplicate control by attribute value combination
- Activate Item packaging units
- Activate Quality of goods
- Activate Multiple item kinds
- Activate Item sets
- Item kinds catalog: structure and main settings
- Set Allowable deviation of automatic rounding
- Set Allowable deviation of measured goods shipment and receipt
- Activate Use automatic closing of lines with orders for measured goods
- 3.2. Warehouse logistics
- 3.2.1. Distribution warehouse structure
- 3.2.2. Basic warehouse operations
- 3.2.3. Physical bin location system
- Activate Physical bin location system
- Storage areas catalog
- Activate warehouse areas
- Warehouse areas catalog
- Standard sizes of storage bins catalog
- Keep the Storage bins catalog using a wizard
- Keep the Storage bins catalog manually
- Warehouse group of items catalog
- Warehouse packaging unit groups catalog
- Put-away strategies catalog
- 3.2.4. Reference bin location system
- 3.2.5. Transport delivery
- 3.2.6. Inventory consumption
- Activate Inventory consumption – Non-operational activities
- Activate Inventory consumption orders
- Activate Inventory consumption statuses
- Activate Do not close partially shipped inventory consumption orders
- Activate Inventory consumption – Non-operational activities for several orders
- Select Goods assignment for inventory consumption
- Activate Approval of Inventory consumption orders
- 3.2.7. Batch accounting of goods
- 3.3. Manufacturing, contract manufacturing, kitting
- 3.3.1. Basic production operations accounting
- 3.3.2. Production orders, scheduling and material movements
- Activate Use sets in production
- Activate Use Hour planning interval
- Business units catalog: production dispatchers
- Business units catalog: production scheduling
- Dispatching unit priorities catalog
- Select Production management methodology
- Work centers catalog
- Production order priorities catalog
- Activate Statuses of products and materials transfers
- 3.3.3. Production orders with dynamic structure
- 3.3.4. Manufacturing operations
- 3.3.5. External subcontracting
- 3.3.6. Product kitting
- 3.4. Purchasing settings
- 3.4.1. Basic purchase operations
- Select Payment terms and procedure (purchase documents)
- Activate Terms of purchase
- Activate Contracts with vendors
- Activate Purchase orders
- Activate Purchase order statuses
- Activate Approve purchase orders
- Activate Purchase adjustments
- Activate Goods received not invoiced
- Activate Register complaints
- Complaint reasons catalog
- Activate Discount adjustments in purchases
- 3.4.2. Vendor rebates settings
- 3.4.3. Consignment operations for goods and service sales
- 3.4.4. VMI procurement
- 3.4.1. Basic purchase operations
- 3.5. Inventory planning and procurement
- 3.5.1. Basic material supply
- Activate Advanced demand fulfillment
- Select Demand fulfillment method
- Select The following is to be fulfilled for the distribution center
- Select Sort demands by orders for supply
- Activate Control balance of goods to be reserved upon receipt
- Procurement strategies catalog
- Supply schemes catalog: for wholesale warehouses
- Item kinds catalog: the default supply scheme
- 3.5.2. Assigned material supply
- Activate assigned order fulfillment
- Activate Allow assignment of goods and labor beyond demand
- Select Goods assignment
- Select Assign components (kits) separately
- Select Material assignment in warehouse (when using subcontracting purchase orders)
- Select Material assignment at subcontractor (when using subcontracting purchase orders)
- Select Assignment of materials in subcontracting sales
- Select Assignment of manufactured products in subcontracting sales
- Activate Assigned cost accounting
- 3.5.3. Basic planning functions
- Activate Product categories
- Product categories catalog
- Activate Sales forecasts by categories
- Activate Sales forecasts
- Activate Seasonal indexes
- Seasonal item groups catalog
- Item kinds catalog: seasonal group
- Activate Kitting plans
- Activate Production plans
- Activate Purchase plans
- Activate Goods stock plans
- Activate Inventory consumption plans
- 3.5.4. Planning data sources
- 3.5.5. Demand forecast
- 3.5.6. Supply plans
- 3.5.7. Master plans
- 3.5.1. Basic material supply
- 3.6. Sales, CRM and marketing
- 3.6.1. General sales terms
- Enable Customer segments
- Customer segments catalog
- Enable Inventory segments
- Inventory segments catalog
- Select Payment terms and procedure (sales)
- Price types catalog
- Enable price approval
- Enable Discounts/markups in sales
- Discount (markup) terms catalog
- Enable Bonus programs
- Loyalty program catalog
- Enable Loyalty cards
- 3.6.2. Wholesales
- 3.6.3. Presales
- 3.6.4. Customer relations
- Activate Sales orders
- Select Use orders
- Activate Control shipment when closing orders and requests
- Activate Control payment when closing orders and requests
- Activate Sales order approval
- Activate Register complaints
- Complaint reasons catalog
- Activate Return requests
- Activate Approve return requests
- Activate Sales adjustments
- Activate Delivery block
- Delivery block segments catalog
- 3.6.5. Customer rebates settings
- 3.6.6. Advertising
- 3.6.7. Purchasing service sales
- 3.6.8. Consignment sales of goods and services
- 3.6.9. VMI fill-up
- 3.6.10. Subcontracting sales
- 3.6.11. Retail sales
- Activate Retail sales
- Warehouses and stores catalog: Retail store
- Activate Several cash registers
- Cash registers catalog
- Select default receipt type for cash registers
- Connect a new cash register peripheral
- Setup a POS workplace
- Activate Provide discounts before payment in receipt
- Select action on POS shift-end closing
- 3.6.12. Integrate with the external application 1С: POS
- 3.6.1. General sales terms
- 3.7. Treasury and AR/AP accounting
- 3.8. Fixed and intangible assets
- 3.8.1. Transactions with fixed assets
- 3.8.2. R&M
- Activate R&M management
- Activate Sub-assets
- Select an option of Materials assignment for R&M
- Maintenance program catalog
- Operating time units catalog
- R&M work types catalog
- Problem categories catalog
- Maintenance schemes catalog: main data
- R&M works catalog
- Maintenance schemes/scheme options catalog: specify R&M works
- History of R&M works
- 3.9. Management accounting
- 3.9.1. Basic management accounting capabilities
- Companies catalog: Local accounting currency
- Companies catalog: fiscal period
- Companies catalog: inventory cost evaluation method
- Companies catalog: itemize inventory cost and COGS to initial costs
- Companies catalog: Operating cycle duration
- Activate Control company stock balance
- Activate Inventory cost accounting
- Activate Recognize income and expenses
- Activate Accounting of itemized expenses by cost centers
- Allocation rules and indicators catalog: indicators by business units
- Allocation rules and indicators catalog: indicators (by cost centers)
- Activate Profitability & cost by lines of business
- Lines of business catalog (static list)
- Cash flow items catalog
- Activate Use correction documents
- Activate Use financial document check
- 3.9.2. Accounting of additional expenses of goods purchasing in management accounting
- 3.9.3. Accounting of direct production costs in management accounting
- Product cost elements catalog
- Select Currency of planned prices of materials, products, and waste
- Select Currency of employee activity kinds rates
- Price types catalog: standard cost
- Select Planned prices of products and waste
- Activate Analytical accounting by manufactured product groups (types)
- Activate Analytical inventory groups
- Analytical inventory groups catalog
- Item kinds catalog: analytical groups
- Expense allocation rules catalog: materials and works
- Expense items catalog: direct production costs
- 3.9.4. Accounting of indirect production costs in management accounting
- 3.9.5. Income accounting in management accounting
- 3.9.6. Accounting of selling expenses and cost of goods sold in management accounting
- 3.9.7. Accounting of expenses allocated to profitability & cost in management accounting
- 3.9.8. Accounting of expenses to purchase fixed assets in management accounting
- 3.9.9. Accounting of expenses and profitability & cost in local accounting
- 3.9.10. Balance sheet statement accounting
- 3.9.11. Accounting of payroll expenses
- 3.9.12. Intercompany
- 3.9.13. Record operational accounting data in budgeting
- 3.9.14. Accruals, provisions and reserves
- 3.9.1. Basic management accounting capabilities
- 3.10. Chart of accounts management, taxes, financial statements
- 3.10.1. VAT accounting
- 3.10.2. Chart of accounts management
- Activate General ledger
- Activate Entries by operational accounting data
- Activate Record only verified documents in accounting
- Extra dimension types of financial accounting catalog
- Activate Multiple charts of accounts
- Charts of accounts catalog
- GL accounts catalog
- Activate Groups of financial accounting settings
- Fixed/Intangible assets accounting groups catalog
- AR/AP accounting groups catalog
- Cash accounting groups catalog
- Bank accounts catalog: Cash accounting groups
- Cash accounts catalog: Cash accounting groups
- Income/expenses accounting groups catalog
- Expense items catalog: Income/Expenses accounting group
- Income items catalog
- Inventory accounting groups catalog
- Item kinds catalog: financial accounting groups
- Asset and liability items catalog: Predefined
- Asset and liability items catalog: User’s items
- Posting schema catalog
- Import the Financial accounting model file
- 3.10.3. Financial statements
- 3.10.4. Record financial accounting data in budgeting
- 3.11. Financial planning
- 3.11.1. Basic settings of financial planning
- Activate Budgeting
- Budgeting scenarios catalog
- Budgeting scenarios catalog: forecasted exchange rates
- Budget flow item dimensions catalog
- Non-financial items catalog: macroeconomics and strategy
- Non-financial item profiles catalog
- Price types catalog: planned prices
- Non-financial items catalog: manufactured product and inventory costs
- Budgeting models catalog: Under development status
- Import the Budgeting models file
- 3.11.2. Capital investment budget
- 3.11.3. Income and expense budget
- 3.11.4. Equity change budget
- 3.11.5. Cash flow budget
- 3.11.6. Balance sheet budget
- 3.11.7. Planning business processes
- 3.11.1. Basic settings of financial planning
- 3.1. Initial settings
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