Introduction

Role

The role is the main entry point into Konnect ERP. Roles Determine the following
1) Windows/Reports/Forms Access
2) Menu Displayed
3) Approval of documents
4) Organization access

Organization

The organization is mandatory in all windows/data of Konnect ERP, it usually represents a branch/Sister Company.
All Transaction data is stored at Org Level. It is available in all reports as a selection.

Warehouse/Locator

Warehouse represents the Physical store of goods and items, locators represent Bins/lanes inside a warehouse.
At least 1 locator is mandatory for each warehouse. In Konnect ERP we sometimes create virtual warehouses to
show virtual demarcation like QC / Shop Floor / Subcontract

Business Partner

 The Business Partner defines any party with whom you transact. This includes customers, vendors and employees.
Konnect ERP User can be created only for Employee Business Partners.

Business Partner Group

 The Business Partner Group window allows you to define the accounting parameters at a group level. If you specify
the accounting parameters for a group any Business Partner created using this group will have these accounting
parameters automatically populated. You can then make any modifications necessary at the Business Partner level.

Product Category

The Product Category allows you to define different groups of products. These groups can be used to generating
Price Lists, defining margins and quickly assigning different accounting parameters for products.

Product

 The Product Window defines all products used by an organization. These products include those sold to customers,
used in manufacturing products sold to customers and purchased by an organization. There are different
types of products like Items(physical goods),Services, Resource(Manufacturing Plant/WorkCenters),
Asset(Used in Fixed Assets)

Document Status

Each Transaction Data(Sales Order/Purchase Order/Invoice) has a document status.
Draft – The document is saved
In-Progress – The document is under Progress
Completed – The document is posted and available for further process
Closed – Document is posted and closed – No Further Change is possible
In-Valid – There are errors in the Document and requires correction
Void/Reversed – The document has been reversed and cannot be edited

Document Action

Document Action is the process that navigates the document from one status to another
Prepare – Draft to In-Progress

Complete – Draft/In-Progress to Completed

Void/Reverse Correct it – Completed/Draft/In-Progress to Void/Reversed

Re-Activate – Completed to In-Progress

Document Type

The Document Type Window defines any document to be used in the system. Each document
type provides the basis for the processing of each document and controls the printed name and
document sequence(Document No) used.

Manufacturing Resource

Maintain your Plant and work centre Resources. The product for the resource is automatically
created and synchronized. Update the Name, Unit of Measure, etc. in the Resource and don't
change it in the product.

Chart of Accounts

The Account Element Window is used to define and maintain the Accounting Element and User
Defined Elements. One of the account segments is your natural account segment (Chart of Account).
You may add a new account element for parallel reporting or user-defined accounting segments.

Price List

The price List contains the list of all Products that are purchased or Sold. Different Price Lists can be
assigned to different Business Partner groups. It is also time-dependent, so you have to track
Price History in the system

Workflow Activities

Pending Approvals for the logged-in user