MIS Reports – Packaging

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MIS Reports – Packaging

Sub : Suggested MIS Reports for Daily Circulation ( Packaging Business )

for non Packaging Business – Click here

In today’s world, creating Systems and Following Systems is becoming more and more important. As a part of the initiative to make our Finsys Patrons even more Systematic, we present to you our SoP ( Standard Operating Procedure ) for the Reports that must be circulated in a Standard Finsys ERP Implemented company.

Some of our clients have done this and are happy with the results.

Hence sharing the same with you.

 

Notes :

  • If you are already using these, then great. If you are not, please start, our Finsys team members will love to train your people on these.
  • These may be started either all in 1 go, or step by step.
  • You may add some more daily Reports from the Finsys ERP, as per your convenience.

 

 

Industry Segment : Packaging – Corrugation Industry

We are making efforts to see that these start in every company.  The benefits are attached.

 

MD / CEO / Plant head must get Every day

  1. Executive summary of all SO, PO, MRR and Invoices for the day
  2. Pending Sales order Register
  3. Pending Purchase Order Register
  4. Snapshot Report of Collection and Payments

MD / CEO / Plant head must get Every WEEK – Specific Day

EVERY MONDAY

  1. Stock Report – Paper Reels – 1 page summary – Reels and Ton in hand
  2. Stock Report – Paper Reels –Reels wise with Ageing 30-60-90 days columns
  3. Bit Reel Report
  4. Reels older than 90 days Report
  5. Stock Report – Paper Reels – Closing Stock value ( to management only )

 

EVERY TUESDAY

  1. Stock Report – Ink and Adhesive MTD with value – 4 colm
  2. Stock Report – Repair and Maintenance Items MTD with value – 4 colm
  3. All Items below Minimum level
  4. All Items below Reorder level
  5. All items above Maximum level

 

Benefits of These Stores Reports

  1. Control of the situation
  2. Know who is entering data and who is not
  3. Know stock position LIVE ( almost live)
  4. All people are automatically understand the importance of entering the data live / almost live, since MD will see daily. And MD will rely on them.
  5. Issue entries are missed in some companies for some groups… will be done, since seen. ( Example Spare Parts and Consumables )
  6. Stock out position happens in repair items / many items. Since people do not remember to buy in time. This will be prevented if the Minimum levels and Reorder Levels are set + Reports daily monitored

 

 

EVERY WEDNESDAY :  Finance

  1. Debtors Outstanding Report – any 1 out of over 10 formats available – as of end of last week
  2. Creditors outstanding Report – any 1 out of over 10 formats available
  3. Staff Advance Account Trial Balance and Ledger email to MD
  4. Imprest Account Trial Balance and Ledger email to MD
  5. Debtors with Credit Balance ( Advances received ) – YTD date selection
  6. Creditors with Debit Balance ( Advances received ) – YTD date selection
  7. Non-moving Accounts
  8. Cash Flow of this month ( Cash only )
  9. Funds Flow of this month ( Cash+All Banks) ( All Sources)

 

EVERY THURSDAY :  Sales

  1. Customer wise Sales Report = any 1 format
  2. Finished Product wise Sales Report = any 1 format
  3. Schedule vs Actual // Sale order vs Actual Report = any 1 format
  4. FG stock in hand report with value – preferably 4 colm ( Year start to date )

 

EVERY FRIDAY :  Purchase

  1. Pending Purchase Requisitions ( Indents ) == PR made, and not approved
  2. Pending Purchase Requisitions ( Indents ) == PR approved and Po not made
  3. Pending Purchase Order == PO made, and not approved
  4. Pending Purchase Order == PO approved but material not received – any 1 format
  5. Purchase Schedule vs Actual Report – any 1 format
  6. Vendor Ratings
  7. Purchase Estimate for ROL(Reorder level) / MSL( Minimum stock level) items
  8. Delivery Date based report = Committed delivery date in PO vs actual date ( XLS report)
  9. Any 1 Rate Comparison Report
  10. Shipments received late ( after 5 pm) … if your stores works in main shift only.. people who make your stores people stay back late, lead to risk in Qnty check /Quality check

 

EVERY SATURDAY : Production

This area is as per your ERP configuration.

This list may be modified as relevant to you

 

ERP Software For Corrugation & Corrugated BoxesFinsys ERP is one of the best selling ERP Softwares for Corrugated Box(Packaging)duplex box folded cartons ERP software

For Packaging Plants

  1. Daily Production Report ( DPR )
  2. Down Time Report with reasons
  3. Wastage Report with Reasons
  4. Material Requirement Planning for this (balance) month, and for next month.
  5. Job Cards floating on the Production floor for more than 10 days, and not yet closed.
  6. Job Cards open , and not yet scheduled on any machine
  7. Job Cards with excess loss due to Ups / Paper allocation . ( duplex only )
  8. Monthly Tonnage Report = Tons produced each day ( corrugation only )
  9. Corrugation Output Report = Sq Metres produced & Tons produced ( corr only )
  10.  Backflush Report = Theoratical consumption vs Actual.

 

Please feel free to revert for any further details/ clarifications required.

Assuring of our best services,  Finsys Infotech Limited team.

 

p.s. ( Post Script ) Request

We request that Software Changes may please not be asked for in the formats. It will shift the focus from the intended purpose to Kaizen. Kindly enjoy the benefits as such.  For specific Customisation Requests, please feel free to contact our marketing team / Customer Relations Team.

 

Notes and examples for additional benefits

  1. Stock Report – Paper Reels – 1 page summary – Reels and Ton in hand = total reels in hand, and their kg
  2. Stock Report – Paper Reels –Reels wise with Ageing 30-60-90 days columns = each reel , how many days old, and its kg
  3. Bit Reel Report = only the reels with partially used status, example “: Reel purchased 1000kg, consumed 800kg, balance=200kg .. this is called a bit reel or end reel
  4. Reels older than 90 days Report = too old reel, to take action to consume, else will get dilapidated
  5. Stock Report – Paper Reels – Closing Stock value ( to management only ) = value of the stock in hand, reels only.

Checklist of ERP Start … Are you ready for Successful start of the ERP

Checklist of ERP Start … Are you ready for Successful start of the ERP

Formats , Excel, Training Kits, ERP Health Checkups

S No Criterion
(detailed work to be done and certified OK)
1
Sales orders & Invoicing
Sale order being entered?
Invoices being made ?
Invoice already started to sent to customer ( ask on phone )
TCS linking done ?
Accounts linking done ? In Control Panel
Export Invoice . Is in PO ? Ready to us ? Only if it is in PO
SEZ Invoice ? Ready to use ?
No stock , no invoice, lock is working fine ?
Opening Sales orders as on 1-4-2019 … ready ? Planned ? If current is working, then automatically, that day will also be ok
2
Purchase Orders
Indent being entered ?
Indent being approved ?
User Dept are making indent or all made by Purchase only
Purchase Order – making or not ?
Purchase Order – sending to vendor or not ?
Approval of purchase Order – by Plant head / Director ? Or not ?
People have made at least 50 actual PO and checked the results
At least 75% of the MRR are being made in “MRR Against PO option” ?
3
Opening Delivery Challans / RGP
all RGP already sent to some job worker , for which material is expected to come after 1.4.2019, are they in the ERP ?
How to see the OSP Report ( Out side party – pending report ) ?
4
Gate Entry Module
Computer put on Main Materials Gate ?, if not Why ?
Guard / Material stores person posted there, knows Finsys now ?
Gate Entry – done 50 actual entries , tested ok ?
5
Main Stores
MRR – done 50 actual entries , tested ok ?
Issue Entries
RGP – Delivery Challans being made ?
MRR against RGP
Closing stock report has items with zero value ?
Effective date for stock is ?
Freeze date of stock is ?
Rolling freeze date of stock is ?
Minimum levels are entered for how many items ?
Maximum levels are entered for how many items ?
Reorder levels are entered for how many items ?
6
Quality Inwards – Main material in ERP
QC inward is set is compulsory ?
QC is being done ? When last ?
7
Quality Inwards – Engineering Stores / other material in ERP
QC inward is set is compulsory ? for these also
QC is being done ? When last ?
8
Quality Outwards
Being done ?
9
Production Entry – Basic module ( for phase 1 clients )
Being done ?
With WIP or direct ?
10
Accounts. – Entry done in following ?
Receipt of Money – cash or bank
Payment of Money – cash or bank
Journal vouchers  (30 series )
Purchase Voucher passing in ERP (50 series)
Service Purchase Voucher passing in ERP  (51 series)
57 series ?
5A series ?
5B series ?
58 series ?
31 series
32 series ?
11
User Rights
how many users have ABCD as password ?
How many people have admin rights ?
12
Backup
Taking backup ? See
Google Drive for Backup being used ?

13 : Daily & Weekly MIS Reports started ? ( see link for Finsys Recommended Reports to be seen by you and your Top team daily )

Model 1 : checklist of all businesses ( except Packaging )
Model 2 : Checklist for Packaging – Corrugation, Duplex, Flexible, Stationery, Commercial

 

Download section

Same text in a user friendly excel format, pls download

Checklist–Year Start – ( all modules)( click to download )

 

Click here to give your Feedback to the Finsys Team. We will love to hear your views,  both positive and negative, …. How we can make ourselves better. ? Looking forward …. Click here for the Feedback Form

Marketing can book orders Directly from Android Phone

Your Marketing Team can Book Customer Schedules , directly from their Android Phone,

Directly into your Finsys ERP

No Communication Gap
No data entry mistake
No need of Whatsapp Message
Auto Email to Production and PPC people
Automatic Material Shortage Planning
Automatic Intimation to Customer ( if required )

Login Screen… on the Android App

Sales menu as per the Rights of the Marketing Travelling Salesman / Customer Relationship Manager / your customer sitting at Customer Line ( DOL – JIT )

Select the Party Name / Code

Select the Item Name  ( Prices are pre-fed, payment terms are prefed.. as per the masters , or standing Contract with that party )

Press Save, and your Order confirmation is ready

See that…. the Device Id is also recorded … that is unique in the world for every Phone and every Computer

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