inoERP

Homepage: http://inoideas.org/

Demo: http://inoideas.org/content/demo

Documentation: http://inoideas.org/content.php?content_type=documentation&category_id=30

Facebook: https://www.facebook.com/inoerp

Support The Project: https://salt.bountysource.com/teams/ino-erp

Introduction

inoERP is an open source php based enterprise management system. The ERP systems contain all the required modules for running any small to midsize businesses. The features are very similar to Oracle R12/ Fusion Application and SAP. It also contains a lightweight CMS which seamlessly integrates with the ERP

Why inoERP

The idea behind inoERP is to provide a dynamic pull-based system where the demand /supply changes frequently and traditional planning systems (such as MRP or Kanban) are incompetent to provide a good inventory turn.

What is Dynamic pull System

Dynamic pull system is an advanced version of pull system which encompasses the best feature of traditional pull system & MRP. The major disadvantage of traditional Kanban system is the fixed Kanban size and requirement of at least 2 bins for full operation. In the event of sudden demand decrease, Kanban system can result in extra inventory and the value of unused inventory can go up to 2 bin size. Similarly, In case of unexpected demand increasing, it can result in line down and the issue will be severe if the lead times are not short.

Dynamic pull system overcomes this issue by recalculating the bucket size (Kanban size/lot size) before creating any supply (requisitions/purchase order/work order). Each time a new supply is created, system automatically decides the best supply size as per the existing actual demand.

Requirements & Installation

== Requirements ==

1. HTTP web server Ex. Nginx, Apache, IIS, Oracle HTTP
2. PHP 5.5+ for versions upto 0.4.1 , PHP 7+ for versions => 0.5.1 and PHP 7.1+ for versions => 0.6.1
3. Oracle 12c or MySQL(Server version: 5.6.17+) or MariaDB

== Installation for Master Branch & Future Version ==

1. Download and unzip inoerp into your server. The first folder contains 2 different folders: inoerp_server and www. Copy the contents of www folder to your web folder (www or htdocs). Put the inoerp_server a directory above the web folder.
2. Change the DB settings @ include\basics\settings\dbsettings.inc , and Change the session_set_cookie_params in sessions file
3. Open the index.php /or install.php page and follow the simple four steps installation process (mySQL user must have all the privileges equivalent to root a user to create views. You can change to a lesser privileged user after installation by changing the username & password @ include\basics\dbsettings.inc)
4. Login into the application using user id /password - inoerp/inoerp

== Installation For Older Versions ==

== Auto Installation ==

1. Upload all the files on the web server
2. If using Apache then enable mod_rewrite module before you proceed further
3. Open the index.php /or install.php page and follow the simple four steps installation process (mySQL user must have all the privileges equivalent to root a user to create views. You can change to a lesser privileged user after installation by changing the username & password @ include\basics\dbsettings.inc)
4. Login into the application using user id /password - inoerp/inoerp

== Manual Installation ==

1. Change the DB settings @ include\basics\settings\dbsettings.inc
2. Change the session_set_cookie_params in sessions file
3. Import the database file @ enine\install\inoerp.sql
4. Change the .htaccess
5. Login in to the application using user id /password - inoerp/inoerp

== Security Consideration ==

It is always advisable to keep the settings files outside the public directory. If you decide to keep the settings folder in the root directory, then make below two changes

1. Modify basics.inc @ includes\basic modify
   require_once(INC_BASICS . DS . 'settings'. DS. "dbsettings.inc");
   to
   require_once(HOME_DIR . DS . '/../settings'. DS. "dbsettings.inc");

2. Modify inomail file @ includes\general_class
   include_once DIR.'/../basics/settings/mailsettings.inc';
   to
   require_once(HOME_DIR . DS . '/../settings'. DS. "mailsettings.inc");

== Optional setup ==

If Auto-Schedule/run of any program is required then schedule the main program modules/sys/program/start_program.php via a cron job.

Modules

Below are the fully functional ERP Modules available in inoERP

General Ledger (GL)

A multi segment chart of account structure to represent all the segments of a business. Ex : 001-100-1020202-0100-100 Where 001 – Represents a specific company / business unit /legal entity 100 – Represents a cost center 1020202 – a Natural account such as Asset, Liability, Expense, Income or Owners Equity

2. Calendars Define as many different financial calendars as required Ex : One calendar INO_CORP for Corporate and INO_USA, INO_UK for specific countries
3. Account Combinations
4. Currency & Conversions
5. Ledger : A set of calendar, currency and accounts
6. Banks
7. Journal

Accounts Payable(AP)

1. Suppliers
2. AP Transactions

• 2.1 Invoices
• 2.2 Debit Memo
• 2.3 Credit Memo

3. PO/Transaction Matching
4. Multi select matching
5. AP Payments

• 5.1 Single Invoice Payment
• 5.2 Multi select Payment

6. Transfer Journals to GL

Accounts Receivable(AR)

1. Customer
2. AR Transactions

• 2.1 Invoices
• 2.2 Debit Memo
• 2.3 Credit Memo
• 2.4 Deposit
• 2.5 Guarantee
• 2.6 Charge Back

3. AR Payments

• 3.1 Single Invoice Payment
• 3.2 Multi select Payment

4. Transfer Journals to GL

Organizations(ORG)

1. Enterprise Org
2. Legal Org
3. Business Org
4. Inventory Org 5 Address

Inventory (INV)

1. Item Master
2. Unit of Measure
3. Sub inventory
4. Locator
5. Inventory Transactions
6. Material Receipts
   • PO Receipt
   • IR Receipt
   • RMA Receipt
7. Onhand Value
8. Cycle Count
   • Cycle Count Adjustment
   • Cycle Count Approval
9. ABC Analysis

Purchasing (PO)

1. Purchase Order

   • Standard
   • Blanket Agreement
   • Planned PO

2. Requisitions

   • External
   • Internal

3. RFQ / Quote

4. Approval for PO, Requisition

Sales & Distributions (SD)

1. Sales Order - Creation & Auto Booking
2. Sales Picking
3. Delivery & Shipment
4. Auto AR Invoice

Bills Of Material (BOM)

1. Departments
2. Resources
3. Routing
4. BOM
5. Super BOM

Costing (CST)

1. Material Element
2. Material OH
3. Overhead
4. Resources
5. Standard Cost
6. Cost Roll Up
7. Cost Update

Work in Process (WIP)

1. Work Order
2. WIP Move Transactions
3. WIP Resource Transactions
4. WIP Material Transaction
5. WO Completion/Return

Supply Chain Planning (SCP)

1. Forecast
2. MDS
3. MRP
4. Min-Max Planning
   • Multi Bin Min Max

Human Resource (HR)

1. Employee
   • Education
   • Experience
   • Planned PO
2. Job
3. Position
4. Compensation & Payroll
5. Leave System
6. Approval Hierarchy

Basic Features

1. Options
2. Value Groups
3. Transaction Types
4. Custom Reporting
5. Search
6. Multi Select
7. Mass Upload

Below are the functionalities available in CMS

1. User
2. Blocks
3. Contents
   • 3.1 Documents
   • 3.2 Forums
   • 3.3 Issue Logs
4. User Roles
5. Role Based Access Control
6. Content Types – To create custom content types