ERP customization for a leading trading company in USA

Legacy Data Conversion

The client was using Great-Plain as legacy enterprise solution, which stores different data in different format. The data was not in sync with master data. We uploaded the following legacy data after cleaning of different constraints.

• More than 3000 Customers with 9000 sites.
• More than 1800 Vendors
• More than 48000 Master Items
• More than 100 Kit Items with component configuration
• More than 2000 Sales Orders with different status (Open, Booked, Fulfilled, Closed, Shipped)
• More than 500 items of inventory in hand
• More than 2000 Purchases Order with partial receipts
• More than 200 Accrued Purchases
• 36 Months Trial Balance
• More than 600 lines of Opening Bank Reconciliation.

Net Margin Calculation

SamaraTech developed a new process to bridge the gap between Oracle’s calculation of net margin and the client’s calculation. This again proved to be a showstopper of the ERP solution implementation.

Drop Ship Accounting

Oracle uses a single inventory account, but the client was using different accounting practice for internal sales orders and drop ship sales order. To overcome this issue, we developed a custom process for the client.

COGS Accounting Generation

Oracle generates COGS transaction at the time shipment and revenue, which sometimes goes out of sync. This drawback was a big hindrance, and the client was looking for a solution, before proceeding on e-Business. To resolve the issue, we developed different API / processes to change COGS generation pointer. Now, Oracle generates COGS along with revenue generation.

Custom Reservation Allocation

The client wanted to use the Oracle ATP process, for better planning and utilization of available inventory, transit inventory and in-pipe inventory after generation of Demand. Co-incidentally this feature was not available with ATO Item types, which was being used by the organization. Due to non-availability of this feature, the client procured excess inventories for different items. To resolve the issue, we developed one custom process to recalculate the demand vs. supply.