The main purpose of the thesis is to introduce the possibilities of configuring and personalizing an ERP designed for middle-sized and large companies. The chosen software is the QAD Enterprise Applications, the leading product of the American QAD Inc. The concerned topics are divided in three groups: main settings, settings that affect processes and serving unique needs.
The main settings that are the basics of an ERP contain all the tasks of a system administrator. Main settings are: data of the users, authority, and all the adjustments that affect the chief functions of the system.
Settings that affect processes are introduced in two sections: financial settings and logistics. Logistics contains all the processes connected to inventory and partners, such as inventory management, purchase and sales orders, shipment and invoice parameters, data of all vendors and customers. Finance is responsible for the cash-flow. Completed transactions in the system generate accounting records therefore many parts of bookkeeping don’t have to be done manually. These parameters are very important to be set properly, as the bookkeeping has to meet the regulations of law.
Serving unique needs can be done by using the built-in tools of the ERP, or by developing new programs. Usage of built-in tools makes the menus that use a lot of data clear to the users, everyday work can be simplified by creating active workflow charts. Personalized and unique browses help us to supply operative needs or to provide data for executive decisions. Developments that change the standard operation of the ERP are very different. They can be complex programs that are necessary for the daily operation of the company or just simple ones to satisfy user needs.
The thesis describes and implements the model of a fictitious company, the Cimco Logistics Ltd. in the QAD Enterprise Applications ERP. All the mentioned settings meet the requirements of the company, providing the usability of the system and the satisfaction of the users. Where the parameters and the proper setting of master data is not enough, built-in tools and unique developments are involved as well. Unique developments are implemented by the fourth generation programming language (4GL) of the Progress database system.
Sample tasks introduce the settings and data entries that need to be done, and the supervision of all these settings using frequent processes from the everyday life of a company. Reference databases contain the solution of the sample tasks of a chapter and provide a proper baseline to solve the problems of the following chapter as well.