CRM project, Debriefing - Cases 1/2/3 and Make up session for Test1 & Assignment

I regret, today the Internet connection was extremely slow. I hope you will be able to complete the exercises at home or in the lab by Friday morning. On Friday morning 9:30AM, we will have the debriefing session for cases 1, 2 and 3. In these cases you have learned about Material Master data managed by ERP system and about Employee Self Services features of SAP ByD. Please read through the online help information available related to all the data elements that you have entered during the case exercises.

On Thursday at 5:30pm, those of you who are interested in doing a CRM project are requested to come to my office in Prod Engg dept. I will explain the activities involved, scope of work, timline and introduce you to Mr. Pradip Kulkarni and Ms. Snehal who will be leading this project in COEP.

On Friday at 5:30PM, we will have an extra "Make up" session only for those who could not attend/complete Test1 (5 marks) or Assignment (5marks) or the SAP Navigation input form. This is the last chance for you to make up.

On March 12th, you will have mid-semester Exam (30 marks). This will be a written paper of 1 and half hour duration. Next week I will have one exam preparation session to discuss the syllabus covered, type of questions etc.

Final exam (end-semester) for this course will be held in the last week of April unlike your other courses which will end in first of May. I will soon send you more details of full schedule, marks division etc. for complete course evaluation.

Employee Self Services

Yesterday, most of you did not have the access to the work station "Product Catalog" and hence you were not able to complete the case studies 2 & 3. Now you all should be able to complete case studies 2 and 3 because the required access has been given to all.

You can now complete case study 1 for organization and employee task. You are all employed in Central Warehouse. You will create an expense report, Leave request and an Incident. The Warehouse Manager is Nikhil. When you create your requests, it will automatically go to Nikhil for approval.

Please read through the case studies available on Moodle and learn about these processes from online help before coming for lab session tomorrow.

Understanding Material Master

For a Manufacturing Enterprise, the most critical resources are Men, Materials and Machines. An ERP system manages all these resources. Materials are key to manage the entire Supply Chain Management Process group. A typical product manufacturing business, procures various materials (Raw materials, consumables, MRO etc.), convert these materials with various metal formation machines into Finished Products salable to customers. During this entire supply chain process, information is associated with materials related to physical specifications, costs, process parameters for purchasing, planning, manufacturing, storage, shipping, sales, service etc. etc.

The ERP systems, enable storage of this vast range of information related to each material in the central relational database which is generally referred as "Material Master". The data is so large that it can not be accommodated in a single page or screen. For the convenience of data entry and access, the data is organized in multiple screens which are called "Views".

Today, in your Lab session, you will be creating a new material that you propose to use in business and add data related to many views. While adding this new material, please do not just follow instructions mechanically. Be mindful of what data you are entering, what is it's importance in managing business processes, what options you have, what is the inter-dependence of this data etc. Use online help whenever you have doubt or the terms are new to you. After the lab sessions, later you will be asked about various data elements that you will observe on the various views of material master during lab session.

When you create your new material, please ensure that you enter your "MIS Number" in the item description field. For example: "Solar Boiler 110903014 "


The instructions to be followed for Lab session can be downloaded from Moodle http://moodle.coep.org.in/moodle/course/view.php?id=7 go to period Feb 25 to 2March and download the word document titled "Customer Management Exercises". Instructions for creating new materials are given in sections 4.1 and 4.2, pages 1 through 3.

Debriefing Session

You have spent a week to play around with SAP ByD product. Most of you who attended have completed the ByD Navigation lab sessions without much difficulty. But my concern is that about a third of the students did not come for the lab. If you have not come to the lab, you can still do the exercises from your hostel or from any lab where you have internet connectivity. We can not leave behind such large number of students and move forward. I request all students to ensure that minimum 90% of the students complete these exercises before we move on.

We will also review the topics covered in out first test. If you have any questions. require clarifications then please come forward and discuss in the class today.

Assignment 2: ByD Navigation Summary

Congratulations for completing the ByD Navigation exercises and reporting on the online form.
Following is the summary of what you answered and my comments:

Which Getting started videos/simulations did you watch?
	SAP Business ByDesign Basics 33 100% Field Entry 9 27% Learning Center 13 39% Help Center 12 36% Personalizing My Settings 17 52% People may select more than one checkbox, so percentages may add up to more than 100%.

-> You all have seen some getting started videos. You now know how to access these materials. I was pleased to find that few students have seen all available videos/simulations.

Which reports are available on your home screen?
	Total Sales Volume 6 18% Total spend per spend company 16 48% Other 47 142% People may select more than one checkbox, so percentages may add up to more than 100%.

-> I was expecting all of you will see the same reports, but that was not the case. I will find out from SAP support why this happened.

Which work item was listed

Inbox, Deleted Task etcnoneNoneNoneClosed itemnonenonenonenoneclosed item- your access rights have been changedNo work items were listed.No Records FoundNonenonenoneNo records foundClosed itemclosed...

Search employees who have name Patil. How many employees have this name in the company?
	0 0 0% 1 0 0% 2 0 0% 3 0 0% 4 30 91% Other 3 9%

-> The right answer was 4. Almost everybody got it. 

Read the company news posted at home screen. Who has posted this news?

Vivek BallaTelephone InfrastructureTelephone Infrastructurevivek ballaVivek BallaVivek BallaCompanyVivek BallaVivek Ballavivek ballaVivek BallaVivek BallaVivek BhallaTelephone InfrastructureVivek ba...

-> You should have actually opened the message and then you would have seen the name of the person who has posted this message. 

who is the Production Manager of Almika Pvt Ltd?

Nikhil Kumbhar, Tapan MishraNikhil KumbharNikhil Kumbharnikhil kumbharTapan MishraTapan MisharaRichard StoneNikhil KumbharNikhil Kumbharnikhil kumbharTapan MishraTapan MishraNikhil Kumar and Tapan M...

-> You need to drill down through the Organization chart under Almika Pvt Ltd to identify who is Production Manager.

To whom does Sujata Saxena report to?

Amit Gupta Sales Manager Almika HeatingSales heatingSales heatingamit guptaAmit guptaAmit GuptaAmit GuptaAmit GuptaAmit Guptaamit guptaTo Sales Manager, Amit Gupta, Amit GuptaAmit GuptaAmit GuptaAmi...

-> You should have searched person "Sujata Saxena" and then look for her profile to find out which department she works and who does she report to.

Please update your contact phone number in ByD system. Could you successfully update your phone number?
	Yes 33 100% No 0 0%

If you want to request few days off for personal shopping to go to Mumbai, which self service will you use?
	Company Address Book 0 0% My Requests 18 55% Time 14 42% Service and Support 0 0% Shopping 1 3% Personal Information 0 0% Learning Center 0 0% Expenses 0 0% My Computer 0 0% Compensation 0 0%

-> This question was little tricky. You want to go for personal work, so you need to apply for leave. The leave requests can be created from Time option. My requests option will only providse you the status of your request after it is created from Time option.

Please change your following personal settings and check when done
	Date Format DD.MM.YYYY 33 100% Number format 1,234,567.89 33 100% Time Zone Indian Standard Time 33 100% Time format 24 hour 33 100% Langauge English 33 100% People may select more than one checkbox, so percentages may add up to more than 100%.

Which Help resource will give you step by step instruction on how to perform a specific business task?
	Reports View 0 0% Overview of Reports in SAP ByD 3 9% SAP ByD Library 13 39% SAP ByD Community 0 0% Business Process Procedures 17 52% Solution Proposal 0 0% Company Fact Sheet 0 0%

-> Step by Step instructions for performing each work task are called Business Process Procedures.

  

ERP/CRM Project

At COEP we have a need to implement CRM application for a special activity. If any students of this course are interested in participating in this project as team members then please send me an email immediately at erp@coep.ac.in  or ashokr@erplabs.ca

ByD Navigation Form

On Wednesday, 15th, many of you have completed most of the steps listed in previous blog post. Today, Friday 17th, you are requested to complete an input form. To fill in the information asked you will have to navigate in ByD from the Home Work center.
Please fill in the form at http://goo.gl/XBT9s

The original test which was scheduled on 15th is now postponed to next Wednesday, 22nd February. The exam will be online test in Moodle, duration of about half an hour. All objective questions will be on theory topics covered - What is ERP, Business Functionality and Technical Features.

Almika Orientation

After you join the company, the first (few) days you don't do any work but just spend time to get to know about the company, products, the people, your boss, colleagues, company systems and procedures, recruitment paperwork etc. etc. Large organizations have a well structured Orientation Training program, others will just give you some free time and a guide to get to know your work.
your password.

Start your orientation about the company by reading through the document "company fact sheet" at http://goo.gl/ieXsg .

Log into ERP system at https://my022299.sapbydesign.com/sap/byd/runtime
User ID: Your MIS Number.
Initial Password: Coep2012. After first log in you will be forced to change password.

Home Screen:

Home screen will display Getting started window. Click the link at bottom right and listen to the Getting started training.

You can now personalize the home screen. Since you have already watched the Getting started video, you can remove the getting started window from your Home screen. Click on top left Personalize option on the menu. A right side panel will display with all webparts available for your home screen. Deselect getting started. Save changes. Find out which reports are set up for display in the home screen.

In the left panel,  click on Work and find out if any open work items are listed.

In the left panel,  click on News and find out if any News items are listed.

In the left panel,  click on Self Services and find out which services you can get from the home screen automatically direct from the ByD system.

In the left panel,  click on Check my computer settings. If you get any errors then correct them. Finally all checks performed should be successful indicated by Green signals.

Identify the rolling strip menu of vaious different work centers that you have access to. Find out how you can access all these work centers using the drop down menu options.

Now go to the "Help" option on horizontal menu at the top right of the screen. A Help panel will open on the right of the screen. Go to SAP Business By Design Library. A new window will display all the help text available. Read the help text for Business areas, Key User Administration and Business Users.

Select "Business areas" -> Supplier Relationship Management -> Purchasing -> Purchase Requests and Orders -> Purchase Requests View -> Assign a source of supply. This will display the help text for the process of Assigning the source of supple. Read the text and notice the built in commands to perform the required tasks directly from the help text.

Select Key User Administration -> Business Configuration -> Overview View -> Overview Quick Guide
Read help text in the guide.

Select Business Scenarios -> Procure to Pay -> Procure to Pay (Stock). The system will offer to download the related powerpoint presentation for this process. Download the presentation and study the contents.

Go back to Home screen and Help panel on the right side of screen. Go to Company Specific Help.

Read through the "Company Fact Sheet" which is the India version of the document you have already seen.

Download and read through "Solution Proposal". This document lists all the requirements that Company had specified for developing the ERP system and what solution the System Developers had agreed to deliver.

Now select Business Process Procedures. Select Procurement -> Procure to Pay (Stock) business scenario, Click Expand all botton, the BPP document will open for this scenario. Identify "Check Fixed Source of supply" procedure under "Procurement triggered by safety stock level" section.

When you are finished with all these steps, please complete the online feedback/assessment form.

The first test which was originally planned on 15th, is now postponed to 22nd February.

Welcome to Almika Pvt Ltd.

You have now learned what is ERP and it's features. Now is the time to start working with ERP system.

You are now hired as an employee, at this company "Almika Pvt. Ltd.". Your first employment is the position of a "Purchaser". Before you start work, you need to know all about your employer. This company was in the past operating as US corporation. Now it is moved to India with Headquarters in Mumbai and offices/plants in Bamgalore, Hyderabad etc. Please read through the information about the company while it was situated in USA at http://goo.gl/ieXsg .

Almika uses SAP ByD ERP system. As an employee, you can log into SAP ByD with following:
User ID: Same as your CoEP MIS number
Initia Password: Coep2012 (After first log in, you will forced to change the password)
Access the ERP system at https://my022299.sapbydesign.com/sap/byd/runtime

Please log into the ERP system and browse through the system to find out what part of the business functionality you are able to access. Please also go to online help and try accessing help information about Purchasing processes.

If you are having any problems in accessing the ERP system then please come prepared to ask your questions tomorrow at the class.

Group Presentations

Today, 6th Feb 2012, we had group presentations from 4 groups. Group led by Akshat was not present.
All groups have made good attempt. Here are some lessons for the groups that will present on Wednesday..

1. Give a short comparison table of features at the beginning and then expand on the features and comparisons.
2. Plan carefully the time available to you. About 2 minutes for each student. Having more than 3 slides per students will be difficult.
3. Although you can not download SAP ByD presentations for detailed study of ByD,  at this stage very high level understanding that you get from the features list in the spreadsheet is good enough.

Now for the individual student assignment, please use this link ( http://goo.gl/qTVvA) to a template for preparing and submission of individual assignment. Start your report with a table of comaprisons of a set of features that you have studied and then follow with detailed explanation.

The last date of submission of assignments is 9th February.

Guidelines for Assignment

We have spent more than 2 weeks trying to understand the basic concepts of ERP. Please give your feedback about your learning.

I've have already invited you to fill out the form ERP Background Feedback by email (in case you have already sent me your email address in previous onlne feedback form). If you have already not filled in the form then use this link to fill it out: 
https://docs.google.com/spreadsheet/viewform?formkey=dFQ1TGI2SnR1aVg3c1hxUXJuT2p1blE6MQ

Some students have approached me with a request to find out an opportunity for Summer internship in the area of ERP. I have included this question to all students to prepare a consolidated list.

Coming week (Feb 6th to 9th) you will complete the assignment of comparing features of Open ERP products with SAP ByD ERP product. Here are some guidelines:

1. ERP has vast functionality and underlying technologies. Divide among all your team members the features each member would study and compare.
2. Each team member should study his part and create minimum 1 page report on the comparisons he/she has studied. Share this report will all your team members. Get your team member's advice and incorporate suggestions in your report.
3. The team leader will compile the information from individual reports into the spreadsheet (the template for the same is already provided on Moodle) and then upload the spreadsheet as submission on Moodle.
4. On 6th or 8th, you will make a presentation of your study to the class as a part of the group. Each group has been allotted about 10 minutes and each student will use about 2 minutes. 
5. After the presentation discuss what you have studied with your classmates and if required modify and improe your report and finally upload the report as submission on Moodle.
6. Last date for submission of Group spreadsheet as well as individual reports is 9th June 2012.

3rd Feb: End of ERP Overview

With the guest lecture by Chetan Kumar, we have completed the ERP Overview theoretical discussions. Next week we will have presentations by each group. Monday we will have 5 group presentations and Wednesday the remaining 5 groups. I have arranged the presentations in alphabetical order as follows:
Monday 6th Feb     Group                    Product
9:00 to 9:10            Aishwarya             Fedena
9:10 to 9:20            Akash                   Ofbiz
9:20 to 9:30            Akshat                   Dolibar
9:30 to 9:40            Mustafa                 Helium V
9:40 to 9:50            Pooja                    Opntabs

Wednesday 8th Feb  

9:00 to 9:10             Saniya                    Adexa
9:10 to 9:20             Sharang                  Compiere
9:20 to 9:30             Shivraj                    Openbavo
9:30 to 9:40            Shweatali                 OpenPro
9:40 to 9:50            Vineet                      ERP5

Each member of the team is expected to talk about 2 minutes. Plan out jointly and try to avoid repetition within the group and ensure that all student presentations remain coherent.

Thanks,

Ashok Ranade