Difference between revisions of "Ecosoft/Bicycle Manufacturer Case Study"

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==Lessons==
 
==Lessons==
 
===Functional Aspects===
 
===Functional Aspects===
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====Thai Withholding Tax ====
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From the study, we have found that [http://translate.google.co.th/translate?js=n&prev=_t&hl=th&ie=UTF-8&layout=2&eotf=1&sl=auto&tl=en&u=http://www.adempiere.com/index.php/LCO_Retenciones_Colombia Withholding Tax functionality of Colombia Localization] can be applied.
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 +
'''Withholding Tax''' lines (a new Tab on Invoice / Payment window) will be generated by clicking on "Generate Withholding" Button on Invoice Tab. We also have flexibility to set posting account entry either on Invoice or Payment.
 +
 +
ADempiere use Withholding Type window, as the main window to setup Rules for which to apply on each invoice transaction.
 +
 +
'''Note:''' Clicking on "Generate Withholding" button will trigger process '''org.globalqss.model.LCO_MInvoice.recalcWithholdings()''' and generate Withholding Lines.
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#Withholding will apply only for DocType with Generate Withholding = Yes or Auto (setup in Document Type window), CONTINUE else END
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#Delete the existing invoice withholding lines.
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#Get information that will be used to determine which rule to apply, i.e., BP Info and Organization Info (ISIC, Tax Payer Type), Product or Charge 's Withholding Category, etc.
 +
#Seek the matching Withholding Rules to find the right Tax Rate to apply.
 +
##Screen out Withholding Type based on "Sales Transaction" checkbox.
 +
##Withholding Rule Configuration is telling the logic of Withholding Rule selection criteria.
 +
##From the list of all possible rules select only 1 Withholding Rule that match with the selection criteria above.
 +
##And finally, from the selected Withholding Rule, ADempeire will us Withholding Rule Calc for detail on how the withholding tax will be calculated. I.e., calculate on invoice / payment, calculation base line (line, invoice, tax) Tax Rate, Threshold min/max and Refund.
  
 
===Technical Aspects===
 
===Technical Aspects===

Revision as of 00:34, 23 November 2010

Worker lacing a wheel in one of the assembly lines at project site

Title

Case Study for a complete business cycle that most small and medium size manufacturers should have. ADempiere is being used to improve business process of one the top 3 Bicycle Manufacturer in Thailand.

The project is now under implementation by Ecosoft and due to complete end of 2010 --Kittiu 08:25, 20 September 2010 (UTC)

Remarks: Implemented on version 360LTS, Postgresql 8.4, Fedora OS

Industry

Bicycle Manufacturer

Geography

The HQ and Factory of the client is located at outer skirt of Bangkok, Thailand.

Company Profile

The company is founded in 1988 by a group of engineers and bicycle experts. At the beginning, it was a small manufacturer with capacity less than 1,000 sets a month. From there, the company kept on evolving in terms of manufacturing technology and design.

With the support from customers and suppliers, it is set to become the leading bicycle-parts manufacturer in Thailand reaching a capacity of 30,000 bicycles a month with more than 1,000 items of products to choose from.

Its product-line covers almost the entire bicycle, ranging from hubs and chain wheels with cranks to bicycle frames, forks, and handle bars.

Opportunities

We see abundance of similar opportunities in Thailand. A lot of small and medium size (SME) companies' requirements are too complicated for standard accounting software. SAP or Oracle's Financials are more suitable but falls beyond most of the SMEs' Developing World budget. Many share similar pains in the management of their inventory and production processes and integration to the back-office and day-to-day business administration.

Risks

Implementation Modules

The project is divided into 3 parts, each will be dealing with corresponding set of users. After finish each phase, training will be conducted to ensure that user gets familiar with the software. At the end of the last phase, the practicing data will be cleaned, stock item will be counted, unpaid invoice will be uploaded. The system will go live on the 1st day of 2011.

Phase I: Sales Cycle

Sales Cycle is the process of selling goods to customer that starts from receiving order from customer, shipping, invoicing, and money collecting as well as making a deposit into the company’s bank account. Existing sales cycle is described as per below which consists of:

  • Order and Delivery
  • Billing and Collection
  • Finance

Order and Delivery

Sales cycle.jpg

Billing and Collection

Sales cycle 2.jpg

Finance

Sales cycle 3.jpg

Phase II: Purchase Cycle

Purchase Cycle.jpg

Phase III: Manufacturing

Special Highlights

During implementation, we have the principle to use the standard ADempiere as much as possible. Anything configurable, will be configured using ADempiere's powerful Application Dictionary. Any necessary customization will be done without touching the core, ensuring future ease of maintenance and compatibility with future release.

Many technique without touching core ADempiere will be applied, i.e.,

Enhancement and by product that are useful are documented here.

Special Functionality

Lessons

Functional Aspects

Thai Withholding Tax

From the study, we have found that Withholding Tax functionality of Colombia Localization can be applied.

Withholding Tax lines (a new Tab on Invoice / Payment window) will be generated by clicking on "Generate Withholding" Button on Invoice Tab. We also have flexibility to set posting account entry either on Invoice or Payment.

ADempiere use Withholding Type window, as the main window to setup Rules for which to apply on each invoice transaction.

Note: Clicking on "Generate Withholding" button will trigger process org.globalqss.model.LCO_MInvoice.recalcWithholdings() and generate Withholding Lines.

  1. Withholding will apply only for DocType with Generate Withholding = Yes or Auto (setup in Document Type window), CONTINUE else END
  2. Delete the existing invoice withholding lines.
  3. Get information that will be used to determine which rule to apply, i.e., BP Info and Organization Info (ISIC, Tax Payer Type), Product or Charge 's Withholding Category, etc.
  4. Seek the matching Withholding Rules to find the right Tax Rate to apply.
    1. Screen out Withholding Type based on "Sales Transaction" checkbox.
    2. Withholding Rule Configuration is telling the logic of Withholding Rule selection criteria.
    3. From the list of all possible rules select only 1 Withholding Rule that match with the selection criteria above.
    4. And finally, from the selected Withholding Rule, ADempeire will us Withholding Rule Calc for detail on how the withholding tax will be calculated. I.e., calculate on invoice / payment, calculation base line (line, invoice, tax) Tax Rate, Threshold min/max and Refund.

Technical Aspects

Project Log

  • First phase (Sales Cycle) completed, training conducted at client site. --Kittiu 08:08, 20 September 2010 (UTC)
  • Second phase (Purchase Cycle) completed, training conducted at client site. --Kittiu 01:34, 30 October 2010 (UTC)