1C:ERP WE E2E Process and User guides
1C:ERP E2E Process Guide
Date of issue: June 2022
Consulting advice on how to describe widely used end-to-end processes for manufacturing and trading businesses.
End to End Domain Map
End to End Domain |
Definition |
---|---|
Forecast to Plan |
Forecast-to-Plan is a term describing the collection of processes a company has implemented between creating the demand forecast and the publication of revenue, production, sourcing and distribution plans. The scope of Forecast-to-Plan includes:
Source: Forecast to Plan |
Source to Pay |
The Source-to-Pay process domain is a term describing the collection of processes a company has implemented between placing a purchase order or similar means of communicating the purchase of goods or services and the payment for these goods or services. The span of processes involved depends on the supply chain configuration and process strategy, but is typically limited to processes*:
Similarly, there is a Source-to-Pay cycle for Returns, Reverse Logistics business models:
*The processes listed are incomplete as the final step in the Source-to-Pay cycle is the actual disbursement of funds. This process is a Financial (Treasury) process outside of the scope of Source. Alternative names include: Purchase-to-Pay, Procure-to-Pay. Source: Source to Pay The domain enable the integration of the purchasing department with the accounts payable department. |
Plan to Move |
The Plan-to-Move process domain describes the collection of processes a company has implemented between developing a distribution schedule (from the distribution plan) and recording the goods receipt at the destination Warehouse or Distribution Center. The objective of Plan-to-Move is to distribute (move, transport) goods in the distribution network to support actual and/or anticipated demand. The span of processes involved depends on the Supply Chain Configuration and process architecture, but typically involves Source and Deliver processes. The scope of Plan-to-Move typically includes:
Forecast-to-Plan provides inputs to Plan-to-Move. Alternative names for Plan-to-Move include: Plan-to-Distribute, Distribution, In-Network Movements, Inbound to Outbound. Source: Plan to Move |
Plan to Produce |
The Plan-to-Produce process domain describes the collection of processes a company has implemented between developing a production schedule (from the production plan) and recording the completion of the production activities. The span of processes involved depends on the Supply Chain Configuration and process architecture, but is typically concentrated on the Make processes. The scope of Plan-to-Produce typically includes:
Forecast-to-Plan provides inputs to Plan-to-Produce. Alternative names for Plan-to-Produce include: Make-to-Plan, Plan-to-Make, Plan-to-Produce, Plan-to-Product, Produce-to-Plan. Source: Plan to Produce |
Lead to order | The Lead to Quote (L2Q) domain describes the processes performed to perform marketing campaigns in order to acquire new leads and sales opportunities with existing and new customers and provide them attractive quotations with standard or special terms of prices and discounts. |
Order to Cash |
The Order-to-Cash process domain describes the collection of processes a company has implemented between the receipt of an order and the receipt of payment (cash). The span of processes involved depends on the supply chain configuration and process strategy*.
The configuration of the supply chain (i.e. the number of successive locations) with Deliver-to-Order, Make-to-Order, Source-to-Order processes, determines the actual processes included in the Order-to-Cash cycle. Alternative names include: Order-To-Remittance cycle * The processes listed are incomplete as the final step in the Order-to-Cash process is the actual collection of funds. This process is a Financial (Treasury) process outside of the scope of Order-to-Cash. Source: Order to Cash |
Record to Report |
The Record-to-Report process domain describes the collection of processes a company has implemented between recording financial transactions and the publication -internal and external- of financial reports. This typically includes:
Source: Record to Report |
Acquire to Retire |
The Acquire-to-Retire process domain describes the collection of processes a company has implemented between the acquisition of fixed assets and the disposition of these assets at the end of their usable lifetime for the company. This typically includes:
Source: Acquire to Retire |
1C:ERP User Guide
Date of issue: June 2022
End-user instructions on how to perform the business process in the system.
Functional Software Architecture
Functional Areas | Functional Groups | Definition |
---|---|---|
Budgeting and planning | Budgeting master data | This group includes processes for maintaining basic catalogs and settings for the purpose of building a budget structure, analytics structure and rules for filling budgets data. |
Sales and operations planning master data |
This group includes processes for maintaining basic catalogs and settings for the purpose of building a plans structure, analytics structure and rules for filling sales and operations plan data. | |
Budgets | This group includes the processes of manual or automatic filling, consolidation, adjustment and approval of various financial plans. | |
Budget process | This group includes processes for setting up an internal corporate process for creating and managing all types of financial and operational plans. | |
Sales forecasts | This group includes the processes of manual or automatic filling, consolidation, adjustment and approval of sales forecast and external demand plans. | |
Purchase plans | This group includes the processes of manual or automatic filling, consolidation, adjustment and approval of purchase plans. | |
Production plans | This group includes the processes of manual or automatic filling, consolidation, adjustment and approval of production plans. | |
Inventory consumption plans | This group includes the processes of manual or automatic filling, consolidation, adjustment and approval of inventory consumption and internal demand plans. | |
Goods stock plans |
This group describes operations related to managing customer relationships. This includes working with leads and existing customer requests, further converting into sales opportunity.
The group also includes customer credit risk management processes. |
|
CRM&Marketing | CRM |
This group describes operations related to managing customer relationships. This includes working with leads and existing customer requests, further converting into sales opportunity. The group also includes customer credit risk management processes. |
Marketing | The group includes processes that provide planning activities and resources for the marketing campaign, controlling of campaign performance, and analyzing marketing campaign results. The main objective of a marketing campaign is to generate new leads and new sales opportunities with existing customers. | |
Sales | Sales master data | This group includes processes related to maintaining catalogs of customers and their legal entities, managing contracts, and managing special terms of sales. |
Sales management |
This sales management group covers operations involved in handling a sales opportunity, passing through creating a quotation, converting it into a sales order, processing, and following up the sales order fulfillment. It also covers issuing invoices for goods and services delivered, offsetting of accounts receivable, planning incoming payments, etc. |
|
Purchasing |
Purchases |
This group covers key purchasing operations. Firstly, it includes the creation, confirmation and sending of purchase orders to the vendor and the following up the purchase orders fulfillment. It also involves daily accounts payable transactions, eg. vendor invoices processing, AP offsetting, and placing payment requests. |
Store&Delivery | Demand fulfillment | The demand fulfillment group covers operations of orchestrating material demand and ensuring reliable supply. It also includes the review of material management parameters, control of goods and material availability activities in order to confirm the supply to a certain demand. |
Internal inventory transfers | This process covers material movements performed within the company, such as goods transfer between warehouses, internal consumption of goods, a physical count of stock, goods misgrading, shortage, surplus, etc. | |
Warehouse management |
The warehouse management group includes operations related to the inbound delivery from vendor and shipping goods to customer, goods issue, goods receipt. It also involves initiating the transportation, picking, putting-away, and packing of goods. |
|
Bin system |
The bin system group includes operations for the tracking of material movements within the warehouse. Processes include picking and putting-away transactions, as well as the movement of goods from the storage area to the shipping area and vice versa. |
|
Delivery management |
This group covers all processes involved in scheduling and processing the delivery orders for inbound or outbound transportation of goods. It includes the selection of vehicle, scheduling of delivery, printing transportation documents, confirmation of the successful delivery. |
|
Manufacturing | Manufacturing master data | This group includes processes related to maintaining manufacturing-related catalogs, such as work centers, BOMs and route sheets, production overhead standards, standard cost calculation, etc. |
Production scheduling and controlling |
The production scheduling and controlling group cover key operations for generation, prioritizing, decomposition to stages, release and following up of production orders. The production schedule is also included in the group. |
|
Shop management |
This group includes the preparation and execution of production operations related to the physical manufacturing of finished products. It also includes confirmation of resources consumption and quantity of actual production. |
|
Shop-floor manufacturing accounting |
The shop-floor manufacturing accounting group covers all processes involved in material logistic movements in the production site. This includes the transfer of materials from and to the production shopfloor. |
|
Treasury | Bank |
The bank group handles incoming and outgoing payments operations, processing with banks, and other activities related to bank accounts. |
AR/AP offsetting |
The group manages different cases of outstanding AR/AP to be offset. |
|
Fixed assets |
This fixed assets group covers the acquisition, capitalization, and physical inventory counting, as well as the disposal of fixed assets. | |
Assets | Intangible assets |
This group covers the amortization of intangible assets. |
Repair and maintenance |
The repair and maintenance group contains operations related to the assessing current state, repair, maintenance, and refurbishment of the manufacturing equipment of the company. |
|
Master data and settings |
Master data |
The group includes activities related to maintaining operational master data. |