Project Review May 2023

Bumatech  // QuickEasy Software BOS Enterprise Implementation

Overview

Management meeting called. Use the opportunity to recap current standing. The project has run longer than expected. Still committed to completing as per original agreements:

Completed Processes & Tasks

Basic Setups

• Company, Roles, Users, Menus, Customers, Suppliers, Products, Masthead & Templates

Inbound Management

• Materials Planning, Procurement, Logistics Scheduling & Goods Receiving

  • RFQs, Purchase orders, Landed Costs, Checklists, Approvals

Processing Management

• Production Management, Production Planning, Planning Board Management, Works Order Management

  • Works Orders, Cost Centres, Planning Board, Timekeeping

Maintenance Management

• Manage planned and unplanned maintenance, Costing of maintenance, Managing repairs, maintenance and ad-hoc costs, asset utilisation, efficiencies and analysis.

Items & Inventory Management

• Inventory Management, batch tracking, weighted average costing, minimum stock levels, re-order quantities, stock movement and stock checks

Sales & CRM

• Management of Contracts and Call-offs, Quotes, Sales Order Management & Invoicing

Outbound Processing

• Sales Planning, Call-off Goods Issues & Transport Procurement

Integrations

• Accounting, Weighbridge

Custom Reporting

Outstanding 

Estimating, Costings & BOMs

• Cost Centres, Services, Materials, Consumables & Components

  • BOM Calculation Functionality

Integrations

• Scales & Load Cells

• Lab Testing Process (Rezelda)

Reporting (in Progress)

Job Costings -(still working with Bronwyn to complete)

Payroll

Requirement Changes

• Xero Integration - Accounting Setups

Development Commitments

Discussion point

• Off-line Systems