RoadmapERP Brochure

Register Loan request
and forwards for approval
Verify the payroll
If
feasibility Study
Required
Register feasibility
Study
If feasible
Send Regret Letter
to Customer
Register Sales
Order
If Costing
Required
RFQ/
PO
Prepare Costing
Sheet
Prepare Quote &
Send it to Customer
If Quote
accepted
Marketing
Prepares Sales
Forecast for make
to Stock Item
Identifies Opportunity
for the Product
Sub-Contracting Department
Receives Quote enter details
& prepare comparison chart
Places Purchase Order
Purchase
Request
Receives Supplier Schedule
Request & converts into
Supplier Sch. Order
Converts the process into
subcontract order & generate
the issuance to the stores
Purchase Department
Planning Department
Shop Floor
Gate Entry
Customer
Supplier
Request Quote for
the Item
Request Item Quote
for the Item Processes
Run MRP & releases
planned Order
Consolidate demand
from Sales Order,
Customer Schedule
Sales Forecast
Production
Order
Detail Product
Process
Material Inward
Signs open PO /
Rate Contract
Receives RFQ &
Sends Quote
Register Open PO
Amendment
Receives Schedule
Sends Material,
DC & Invoice
Receive RFQ
and sends Quote
Supplier receives
the PaymentReceives PO
Sends Processed
Material along with
DC & Invoice
Material Type
Purchase/
Supplier Schedule
Compares the Quote
& places Open PO
Compares Quote
& Places Open PO
Receives Open PO
for the Prices
Signs PO
Amendment
Material Request
to Stores
Material Receipts Process Completion QC Is Last Process
If
Calibration
due
If
Study Due
Loop Process
1....n
Inside / Outside
Approved
Pay
option
If
Payroll is ok
Register PO
Amendment
Receive Subcontract
Order & Material
Sub-Contractor
Receives RFQ &
Sends Quote
Receives Open PO
for the Process Rates
Request for Price
Revision
Send Order
Amendment after
approval
Send Order
Amendment after
approval
Register Customer
Schedule
Prepares Standard
Invoice
Commercial Department
Register open sales
Order for the FG
Prices
Request Price
Revision
Register Open SO
Amendment
Request for Price
Revision
Customer Places
Monthly Schedule
for the FG
Receives Material
DC & Invoice
Sends Payment
Prepares Debit Memo
for Rejection/Excess
Qty & deviation Invoice
Receives Accepted
/ Rejected Goods Material Issuance
Stores/ FG
Quality Control
Cash Management
Payables
Accounts Receivable
HR Manager
HR Department
Employee
Payroll Department
Prepare GRN
Receives FG/
Sub Assembly
Rework Completion
Receives Mat. along
with the Inspection
Request
Open NCR for all
Rejection
Update NCR
Details department
wise
Close NCR
Gauges Entry with
Calibration due
details
Create Calibration
record &
update details
Register Study
details for the
Gauges
Create Study
Record & update
details
Prepares Inspection Doc.
enters Accepted/Rejected
Qty & forward to stores
Prepare Bank/Cash
Payment Voucher
1. Advance Payment
Request against PO
2. Pending Payable Due
3. Payment for Expenses
4. Statutory Due Payment
5. Processed Payroll
Registers Debit Memo/
Invoice from the Customer
for the Sales Return
Receives the Invoice from
Process Bank/Cash
Receipt Voucher
Sends the Receipt to
the customer
1. Receivable Due
2. Advance Receivables
against SO/PI
Approves the profile
Employee submits
leave request through
system
Prepare the payroll considering
Employee salary & allowance
adjust file, leave file,
overtime file, later arrivals
Approves the
leave request
Process the payroll
Submits leave
encashment request
Receives loan
application & approves/
rejects the application
Converts the leave
request into leave entry
Post the leave entry
Process leave
encashment request
Late entry/
Permission entry
Upload emp. attendance
details from the time
attendance machine
Run program to
determine employee leave
entry, late and overtime
Prepares loan document,
enter the disbursement
and deduction details &
process the document
Loan payment entry
in payroll record
Payroll adjustment
records for the deduction
Register Bill, deducts
TDS / ESI
Forward GRN to
Quality
Prepare Cheque /
RTGS Payment
Send Payment adv.
along with cheque/
RTGS details
Purchase
Yes
No
Purchase
Manufacture
Sup. Sch.
Outside
Inside
Re-Prepare No
Yes
Yes
PO
RFQ
Yes
No
Yes
Accepted
Rejected
Repair
Cheque/ RTGS
Payroll
Yes
No
No
Roadmap ERP Overall Business Process for MSME
Sends RFQ
to Supplier
1.Register new employee personal detail, dependent details, bank A/c details,
statutory doc., education, experience and skill details & Create profile and enter
salary, grade, allowance details and forward for approval.
2.Prepare employee profile changes for annual merit, increase, contract, renewal,
promotion, compensation benefit changes, transfer etc and forward for approval.
3.Enter employee resignation, termination details and create profile.
Cash Management
Receivables
Accounts Payable
Prepares Packing
List based on
sch. & FG available

Roadmap ERP Modules
Modules Coverage
5 USERS 10 USERS above 10 USERS
Financials
Sales & Distribution and Quality Control
Planning & Manufacturing
HR & Payroll
Customer Relationship Management
Cost Management
Budgeting
Other Modules
Work Flow
General Ledger
Accounts Payable
Accounts Receivable
Cash Management
Taxation
Fixed Assets
Inventory Control
Purchase Order
Subcontracting
Quality Control
Transportation
Gate Entry Management
Sales Order
Routing
Bill of Materials
Demand Management
Master Production Schedule
Manufacturing Resource Planning
Material Requirement Planning
Shop Floor
Manufacturing Schedule
HR-Planning
HR-Recruitment
HR-Employee Portfolio
HR-Orientation
HR-Training & Development
HR-Performance Appraisal
HR-Leave & Time Management
HR-Medical
HR-Loan Management
HR-Business Trip
HR-Ticketing
Payroll Management
HR-Government Relations
Marketing
Customer Support
Process Costing (Full Absorption / Standard Method)
Operational Costing (Full Absorption / Standard Method)
Job Order Costing
Batch Costing
Activity Based Costing (ABC)
Contract Costing
Static Budgeting
Flexible Budgeting
Rolling Budgeting
Engineering (R & D)
Project Management
Fleet Management
Cane Management
Plant Maintenance
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request
On Request

CONTENTS
visit us www.roadmapit.com
Integrate Innovate Succeed
R
About Roadmap 1
Perfect Fit for MSME 2
Roadmap - ERP Architecture 3
Roadmap - Financials
General Ledger 4
Accounts Payable 5
Accounts Receivable 6
Cash Management 7
Taxation 8
Fixed Assets 9
Roadmap - Sales & Distribution & Quality Control
Inventory Control 10
Purchase Order 11
Subcontracting 12
Gate Entry Management 13
Transportation 14
Sales Order 15
Quality Control 16
Roadmap - Planning & Manufacturing
Routing 17
Bill of Materials 17
Demand Management 18
Master Production Schedule 18
Material Requirement Planning 19
Manufacturing Resource Planning 20
Shop Floor 21
Manufacturing Schedule 22
Roadmap - HR & Payroll Management
HR-Planning 23
HR-Recruitment 24
HR-Employee Portfolio 25
HR-Orientation 26
HR-Training & Development 26
HR-Performance Appraisal 27
HR-Leave & Time Management 28
HR-Loan Management 28
HR-Business Trip 29
HR-Ticketing 29
HR-Medical 30
HR-Government Relations 30
Payroll Management 31
Roadmap - Customer Relationship Management
Marketing 32
Customer Support 33
Roadmap - Cost Management
Process Costing (Full Absorption / Standard Method) 34
Operation Costing (Full Absorption / Standard Method) 35
Process / Operational Costing - Key Features 36
Job Order Costing 37
Batch Costing 37
Activity Based Costing (ABC) 38
Contract Costing 39
Roadmap - Budgeting
Static Budgeting 40
Flexible Budgeting 40
Rolling Budgeting 41
Roadmap - Supporting Modules
Plant Maintenance 42
Engineering (R & D) 43
Project Management 44
Roadmap - Other Modules
Cane Management 45
Fleet Management 46
Workflow Management 47
Reports 48
Client Testimonials 51

A problem
solution tour now begins
Roadmap IT Solutions Private Limited is one of the fastest growing IT companies in India managed by team of highly qualified and
future visionary professionals having more than 3 decades of experience in various industry sectors both in India and overseas,
delivering cost effective business solutions by employing domain knowledge, applicable technologies and best practices. Roadmap
is an ISO 9001:2000 certified company.
As experts in ERP solutions and software development, Roadmap facilitates the customers increase their business values through
business process integration, transformation, cost reduction and process re-engineering. Roadmap offers “Ready Fit” world class
ERP System suitable for all kinds of industries like Electronics, Iron & Steel, Metal products, Cable, Paper, Building materials,
Chemicals, Textiles, Sugars, Ceramic, Agriculture, Automotive, Apparels & Footwear, Logistics Services, Pharmaceuticals,
Engineering & Constructions and service oriented industries.
It also provides consultancy and learning services in the areas of Information Security Management System, IT Service
Management, Business Continuity, Oracle DBASupport Services and Content Management.
Roadmap adopts proven practices & methodologies in all stages, right from requirement definition to final handover. We, at
Roadmap, continuously strive for excellence in all our operations and distinguish ourselves from competitors through quality
products, dedicated service, quick response to the clients' needs, domain expertise, methodology employed, affordability and
flexibility in working with the clients.
Roadmap follows a very rigorous recruitment process to bring in and nurture talented individuals. They are always encouraged to be
partners in the business for growth. Roadmap employees are well equipped to handle any type of projects and are trained
continuously on the latest technologies to expand their knowledge to offer effective solutions to the clients.
Roadmap is committed to go beyond the expectations of the clients by offering outstanding products, services and adding values.
Roadmap is associated with many reputed companies in offering right and appropriate business solutions to take their business
forward to the future. Exceptional functional and technical expertise coupled with extensive industry knowledge makes Roadmap IT
Solutions, an ideal choice for companies to rely upon.
OUR MOTTO:
GO BEYOND CUSTOMER EXPECTATIONS
About Roadmap
1

Roadmap ERP software is a fully integrated business solution for Micro Small and Medium Enterprise that gives a complete control
over the planning and management of all facets of operations. With real time and easy access to information, business can adapt to
rapidly changing circumstances, react quickly to customer demands, and reduce operating costs through streamlined processes
and workflow automation.
COSTS
MSMEs can start with minimum 5 user license pack and later can increase the number of license as required. With Roadmap proven
implementation methodology and Industry specific best practices makes possible to cut down the implementation costs as well to the
bare minimal level.
TIME
With Roadmap proven implementation plan and approach towards implementation of ERP Solutions to MSMEs reduces the overall
implementation time, there by cutting down the implementation costs. Right from the Business Process Study Stage to Go-Live
Stage through Configure/Customize, Training, Cut-Over, Roadmap has streamlined the processes so that the implementation is
effortless and simple for both client as well as the implementation teams.
PEOPLE
Roadmap ERP's pre-configured solutions for MSMEs allows organizations to align with their business processes, so that the solution
can be implemented with ease. With Roadmap user friendly system and step by step implementation approach, makes the
implementation easier for the core people and thereby getting effective involvement of the people. Due to simplicity and user
friendliness of Roadmap ERPSolutions, It makes it easier for a novice user to play upon.
USER TRAINING
User Training strategies are formulated and accordingly knowledge transfer sessions are planned and executed along with
necessary CBT(Computer Based Tutorials). User at the end of the training period will get a library of CBTs along with necessary
manuals so that any new user can effectively use Roadmap ERPSolution via the self-learning process.
USER FRIENDLINESS
Roadmap ERP system is designed in such a way that only minimal data entry is required at transaction levels, thereby eradicating
human errors. Since the entry is at minimal, Roadmap ERP is very user friendly prompting to punch in only the relevant information
as applicable. Most of the data is captured and internally calculated to get the required management information with accuracy.
BUSINESS PROCESS CONCLUSION
We optimized Roadmap ERP features, functions and options to meet the core business needs and elude usage complexity. This
system would lead to lesser time for training and system knowledge acquisition by enterprise staff and can concentrate more on their
objective.
IT DEPARTMENTAND IT INFRASTRUCTURE
Roadmap ERP System requires a low-end server to run the entire product. Roadmap ERP is a web enabled ERP solutions that is
readily available and can be easily accessed using standard web browsers. This addresses MSME's dependency of IT / EDP
Department or can have a lean IT department and infrastructure. This would save huge IT investment costs of ERP Systems
implementation. Now the total cost of ownership of Roadmap ERPSystems ownership is available to MSME at very lower costs.
BENEFITS
We understand that you stand in midst of tight competition and need greater efficiency and productivity to power your organization
ahead of your competitors. We value your time and money invested with us and reciprocates by creating a perfect ERP solution,
which will leverage your organization in following ways:
Provide greater visibility and transparency to enable stake holders to take right decisions at right time.
Replace diverse systems within organization with well lubricated, simple and uniform work flow mechanism.
Standardize global operations and achieve quality benchmarks.
Add value to your organization by infusing industry-specific capabilities.
Improve forecasting and eliminate losses to increase profitability
Seamless and Simple Integration of ERPapplications helps organization overcome operational, management and
performance challenges in a cost-effective manner.
Perfect Fit for MSME
2

Roadmap - ERP Architecture
Project Plan - Micro Industries
Pre-Requisite - Micro Industries
Roadmap ERP software is a fully integrated business solution that gives organization, a complete control over the planning and
management of all facets of the operations including Accounting, Supply Chain, HR & Payroll, Planning, Manufacturing, Marketing
and Customer Support. With real time and easy access to information, business can adapt to rapidly changing circumstances, react
quickly to customer demands, and reduce operating costs through streamlined processes and workflow automation.
Accounts Payable
Inventory
Control Inspection
Static Budget
Routing
Planning
Bill of Materials
Orientation
Training &
Development
Demand
Management
Recruiting
Employee
Portfolio
Business
Trip
HR
Intelligence
Master Production Schedule Job Order Costing
Operational Costing
Process Costing
Material Requirement Planning Batch Costing
Manufacturing Resource
Planning (MRP - II) Activity Based Costing (ABC)
Manufacturing Schedule Contract Costing
Shop Floor
Loan
Management Ticketing
Leave
Management Medical
Performance
Appraisal Self Service
Payroll
Management
Govt.
Relations
Purchase
Order
SPC
Flexible Budget
Engineering(R&D)
ProjectManagement
PlantMaintenance
FleetManagement
CaneManagement
Subcontracting
Gate Entry Management Auditing
Rolling Budget
Transportation
Management MSA
Sales Order
General Ledger
Accounts Receivable
Cash Management
Fixed Assets
Taxation
Marketing
Customer Support
Financials
CRM
Sales & Distribution Quality Control
Budgeting Supporting Modules
Planning & Manufacturing
HR & Payroll
Cost Management
Description
Master Data
Duration
1.
2.
3.
4.
5.
Requirement Analysis : AS IS Study and documentation
Process Mapping : Process Mapping, Master & Cut off data preparation, Forming Training Strategy
Product Training : Training on “Roadmap ERP” product to the module owners / users, submission of
user manuals
Go-Live & Support : Up all the “Roadmap ERP” business functions and obsolete the legacy system
Rollout : Ensure independent handling of the system by the users, train the product backup strategy
1 Week
1 Week
2 Weeks
3 Weeks
1 Week
Cut Off Data Hardware Requirements
Stores - Opening StockSupplier Master
Customer Master
Class & Subclass
Item Master
Process Master
Bill of Material
Bill of Resources
Employee Master
List of Accounts
(Chart of Accounts)
Processor : Intel ® Xeon ® E5620
(4 Core, 2.40 GHz, 12MB L3, 80W)WIP Subcontractor Opening Stock
Pending PO's
RAM : 8 GB
Pending Sales Orders
Pending Production / Subcontracting Orders Hard Disk : HDD - 500 GB X2 -
Raid 0 Mirroring (OS Mirroring)Supplier Bill-wise balance
Customer Invoice-wise balance HDD - 600 GB X3 - Raid 5 Mirroring
(DATA Mirroring)Trial Balance
Cash Book / Bank Book Opening
Operating System : Windows / LinuxEmployee-wise Leave Opening Balance
Workflow Management Activity Management Notifications Business Intelligence
3

General Ledger
Respective
Department
Accounting &
Finance Department
GRN (Purchase)
GRN (Subcontract)
AP - Bill Booking
AP - Debit / Credit Note
AR Doc / Debit / Credit Note
Sales Invoice
Bank Payment / Receipt
Cash Payment / Receipt
Payroll
L
e
d
g
e
r
Trial Balance &
Ledgers
Budget
Prepares and
Fixes Budget
Distribution
Journal
Recurring
Journal
General
Journal
Financial Statements
P & L A/c
Balance Sheet
Cash Flow Statement
Fund Flow Statement
Ratio Analysis
Automatic Posting
Periodical Posting
On Approval
Budget
Verification
Business Process Mapping
Business Process Flow
Roadmap General Ledger helps the organization in managing their operations efficiently by providing all financial reports for quick
decision making & financial control. General Ledger is integrated with all other modules linking transaction related to customers, supplier,
departments, employees and inventories.This makes all the information available from various locations in one repository.
Supports to maintain multiple business entities, units
(manufacturing / distribution), branches, profit centre, cost centres
etc. based on the expanding business needs in centralized data
repository.
Multi-level chart of accounts and budgetary control.
Module-wise Period Close Control.
Yearly / Periodical Budget Preparation.
Concurrent operations in two consecutive financial years in parallel
(pseudo year end and year end).
Multiple currencies and automatic handling of financial / customs
exchange rates.
Different types of GLjournals with reversal options;
Application journals created by integrated application modules.
Distribution journals to distribute GLbalance from single
account to multiple accounts in determined percentage.
Recurring journals (fixed / variable): Offset the prepaid
expenses / accrued revenues.
Manual journals for the adjustments.
Year end journals.
MonitoringYearly / Periodical Operating Expenses.
Actual Vs Budget Comparison.
Stock Valuation (Standard Cost, Market price, Moving/
WeightedAverage Cost, LIFO, FIFO).
Trial Balance, P & L, Balance Sheet, Fund Flow Statement,
Cash Flow Statement, RatioAnalysis.
Generation of Financial Statement SCH-VI / Revised SCH-VI ;
(1) Up to Period (2) Quarterly (3) Monthly.
Run PseudoYear End /Year End.
Benefits
4

Accounts Payable
Multiple GRNs to single invoice / single GRN to multiple invoices.
Supplier Bill Registration (1) Purchase GRN / with waived quantity
handling options (2) Subcontracting GRN (3) Landed Cost / with
provision Vs actual handling (4) Expenses with deduction option of
(i)TDS (ii) ESI.
Supplier bill registration for various service tax categories with
Recoverable / Non Recoverable options.
Milestone based due date / amount calculation.
Multi-bill expenses.
Easy to generate debit note / invoice for the purchase rejection
returns, quantity / price / discount / tax / charges deviation, excess
quantity receipt return, subcontracting Primary & Secondary
Rejection W / WO material.
Supplier bills, credit note / payments, debit note adjustments.
Debit Note-Expenses / Revenue,Adjustment (Supplier / Customer /
Employee).
Credit Note–Expenses/ Revenue, Adjustment (Supplier / Customer
/ Employee).
Handling (1) Exchange Rate Variances (2) Round Off Variances.
Generating Supplier statements, supplier outstanding, credit
note and debit note.
AP aging analysis at the summary and detailed level(Activity
date / Due date based).
AP Aging Analysis.
Tracking unbilled GRN for Purchase / Subcontracting /
Landed Cost.
Generation of Supplier Statements.
Tracking returnable (1) Purchase Rejection items (2)
Purchase excess receipts (3) Subcontract - Primary rejection
items (4) Subcontract – Secondary rejection items.
Tracking supplier (1) Outstanding bills (2) Unadjusted bills.
Tracking supplier balances currency-wise for (1) Advance
(2)Payables.
Tracking Supplier Settlements (1) Payment against invoices
(2) Invoices against payments.
Generating bill registers (1) Bill-wise (2) Item-wise.
Supplier
Purchase/Subcontracting
Department
Stores
Quality Control
Accounts Payable
Department
Cash Management -
Payable
Receives PO /
Subcontract / Schedule &
acknowledges
Sends Material,
DC & Invoice
Receives cheque
RTGS along with
Payment advice
Enter Inward
Details
Converts the gate entry
into GRN and enter
actual goods receipt details
Forwards Material & DC to
quality for Quality
Inspection
Register the bill & apply
the required TDS, ESI,
Deduction
Prepare Cash / Bank
Payment Voucher
Prepare cheque / RTGS
Payment
Send Payment
advice along with
cheque RTGS details
Return the rejected / excess
material & send Debit Note /
Invoice to Supplier
Supplier Statement
Pending Payable Due
Advance payment
request against PO/PI
Statutory Due
Payment
AP Aging
Input to the Tax
Statutory
Stores receives quality
completed materials &
forward bill to finance
Receives the material and enters
the accepted & rejected details,
QI details and forwards to stores
Keeping the organization in good standing with the suppliers, RoadmapAccounts Payable automates many events like system generated
payments schedule, selective payments and post-dated cheques as per the predefined policies with online approval for prompt payments.
Features are available to enter debit note / credit note in dual mode, cancellations, adjustments and prepaid expenses by having total
control over payables.
Gate
Prepares and sends
Purchase / Subcontract
order / Supplier Schedule
Benefits
5

Maintenance of 6 types of ledger for each customer and make
necessary adjustments (1) AR (2) Advance (3) PBG (4) SD
(5) Retention (6) EMD.
Invoice Registration (Sales Invoicing).
Debit Note - (1) Distribution (Expenses) (2) Adjustment (Supplier /
Customer).
Credit Note - (1) Sales Return (2) Distribution (Expenses)
(3) Credit Note -Adjustment (Supplier / Customer).
Milestone based due date / amount calculation.
Provision to update receipt date and calculation of aging based on
receipt date.
Handling Exchange Rate Variances.
Customer Invoices, Debit note, Credit note, Payment Receipts
adjustments.
Non-PerformingAssets.
Dunning Letter.
AR Aging Analysis Summary & Details - (1) Foreign Currency
(2) Functional Currency.
Milestone based due date & due amount calculation
(1) Invoice Date (2) Customer Receipt Date (3) Customer
material consumption date.
ARAgingAnalysis (1)Area (2)Territory (3) Sub-Territory
(4) Country (5) Customer (6) Currency-wise.
Receivable Analysis.
Accounts Receivable
Customer
Commercial
Planning Department
Production
Accounts Receivable
Department
Cash Management -
Receivable
Sends PO /
Subcontract / Schedule
Receives the Material,
DC & Invoice
Customer return the
rejected material along
with Debit Note
Makes the Payment
Receives Payment
Receipt
Register Sales Order /
Customer Schedule
Prepares Packing List,
DC & Invoice
Input to the Statutory
Department
Runs MRP & Plans
Purchase & Production
Manufactures the products
& replenish the stock
Registers Sales Return
and raise Debit Note / Invoice
AR Document
Prepares Cash / Bank
Receipt Voucher
Send Payment Receipt
to Customer
1.Pending Receivables
2. Adv. Receipt against
SO/ PI
Receivable Due
Customer Statement
AR Aging
Input to the Tax
Statutory
Roadmap Accounts Receivable facilitates collection planning and automatic schedules along with collection history to track and analyse
the customers. It is possible to handle automatic offsets and analyse sales performance with receivables tracking for each salesperson,
sales territory, including commissions, commissioned sales, non-commissioned sales, and cost of sales information with multi currency
support and full control over the receivables process.
Beneﬁts
6

Cash Management
Supplier/ Customer
Accounts Payable
Department
Commercial/ Accounts
Receivable Department
Payroll Department
Cash Management -
Payable
Cash Management -
Receivable
Registers bills against GRN
Purchase, GRN, Sub
contracting & Expenses
Registers Debit Note/
Invoice for the Purchase
Rejection, excess quantity &
deviation Invoice
Supplier sends the material
along with DC & Invoice
against the PO
Receives Payment
Receipt
Supplier receives the
Payment
Customer makes the
Payment
Prepares all kind of
Sales Invoices
Registers Debit Note/
Invoice from the customer
Registers Sales Order &
specifies advance to be
received
Process Payroll &
determine Salary
Payable
Prepares Bank / Cash
Payment Voucher
Prepares Bank/ Cash
Receipt Voucher against
Receivable Due/
Advance Receipt
Send Payment Receipt
to Customer
Prepares cheque / does
RTGS transfer
Send cheque/ RTGS
details along with
payment advice
1. Payable Due
2. Statutory due records TDS,ESI,
Service Tax, Excise, VAT etc.
3. Advance Payment
4. Payment for Expenses
5. Processed Payroll
1.Receivable Due
2. Advance Receipts
against SO/ PI
Roadmap Cash Management system provides timely processing of payments / receipts against invoices or any other advices through
cheque / DD / Bank Transfers / cash and allows reconciling bank accounts with financial accounts quickly and easily. Miscellaneous
transactions such as Bank charges, Interest and Loan instalments are also processed appropriately.
Multiple bank accounts with different currencies of operation.
Multiple petty cash accounts and supports payment / receipt to /
from customer, suppliers, employees and transfer to other petty
cash.
Preparation of payment voucher and payment through cheque /
cash / DD / bank transfer.
Cash flow estimation.
Payment for (1) Supplier bills (2) Expenses (3) Processed Payroll
(4) Employee Payables (5) Tax Authorities (6) Bill of Exchange
Miscellaneous Payment to (1) Supplier (2) Customer
(3) Employee (4) Cash (5) Imprest.
Advance payment against (1) Purchase Order (2) Proforma
Invoice.
Issuance of post dated cheque and auto posting.
Receipt against (1) Customer Invoices (2) Revenue
Miscellaneous Receipts from (1) Supplier (2) Customer
Advance receipt against (1) Sales Orders (2) Proforma Invoice.
Cash receipt from multiple customers and single deposit.
Foreign receipts bank advice entry (Charges at offshore, Local
Handling).
Receipt of post dated cheque and auto posting.
Multi currency receipts from customer.
Bank Charges entry.
Earnings entry.
Fund transfer entry between bank accounts.
Bank Interest calculation.
Clear / Void Payment / Receipt documents.
Load the bank statements(text file) and clear the matched
documents.
Bank Reconciliation.
Payment for (1) Supplier bills (2) Expenses (3) Processed
Payroll (4) Employee Payables (5) Tax Authorities .
Miscellaneous Payment to (1) Supplier (2) Customer
Advance payment against PO.
Receipt against (1) Customer Invoices (2) Revenue.
Miscellaneous Receipt from (1) Supplier (2) Customer
Advance cash receipt from customer.
Petty Cash Reversal / Cancel.
Generation of Cash Forecasting and comparing with actual.
Actual Cash Inflow / outflow analysis.
Supplier / Customer Document Adjustment.
Tracking un-cleared cheques issued and received.
Bank book, cash book and bank reconciliation statement.
Cash ForecastingAnalysis .
Cash Outflow : APBills, Purchase Request, Purchase Order,
GRN, Payroll.
Cash Inflow : Sales Invoices, Sales Order.
Actual cash inflow / outflowAnalysis.
Bank Interest calculation.
Tracking un-cleared cheques Issued / Receipts.
Tracking post dated cheques Issued / Receipts.
Benefits
Cash Forecasting
Cash Transactions
Bank Transactions
7

Taxation
Tax sets with different combination of charges, taxes, third party
commission, discounts etc. Each component can be built with
formulae.
Maintain tax tariffs with different slabs for different periods and
system automatically calculates the taxes with the effective period.
Tracking of taxes to be paid to Government bodies on periodical /
yearly basis.
Capturing recoverable, non-recoverable taxes from the bill booking.
Provision to adjust Excise Duty Payable against RG-23A, RG-23C,
PLAand ServiceTax.
Built-in statutory reports
C Form Issuance / Receipts.
H Form Issuance / Receipts.
E1 Form Issuance / Receipts.
E2 Form Issuance / Receipts.
RG 23APart I & II.
RG 23C Part I & II.
RG1.
ER 1.
Annexure 19.
Annexure 63.
Update Ship Order Date.
VATAnnexure I, IA, II, III, IV Export, IV Import.
TDS /TCS Register.
ESI Register.
ServiceTax Payable.
ServiceTaxAvailed Register.
Accounts Payable
Statutory Department
Book the supplier bills
with all Tax details like
ED, VAT, CST, Service Tax, TDS,
C-Form, H-Form, ESI etc.
Prepares Invoice / Debit Note
for all the Purchase Returns
with all Tax details such as
ED, VAT, CST, Service Tax, TDS,
C-Form, H-Form, ESI etc.
Prepares invoices with all tax details
ED, VAT, CST, Service Tax, TCS,
C-Form, H-Form etc.
Issues / Receive the pending
C, H, E1, E2 Forms and
update in the system
Generates following Tax Registers periodically:
1. Excise Register - RG-23A, RG-23C, RG1, ER 1 & ER6
2. VAT Annexure - (I, IA, II, III, IV, Export IV Import)
3. Service Tax -Payable Register,Credit availed Register
4. TDS Register
5. C-Form Issuance Register
6. C-Form Receipt Register
7. H-Form Issuance Register
8. H-Form Receipt Register
9. E1 -Form Register
10.E2 -Form Register
Prepares Invoice / Credit Memo /
Debit Memo / Receipt from
the customer with all tax details
such as ED,VAT, Service Tax etc.
Taxation, both direct and indirect is an integral part of any organization. It specifies methods & procedures for valuations and tax
calculations. Any changes done by the Government in the taxation structure such as computation logic and slab can be easily
implemented in the system through configurable formula based calculation methodology.
Benefits
8

Roadmap Fixed Asset Management, it is easy to handle complete cycle of fixed asset management. User can simply track the assets
details by group, category, location, responsible department, sharing departments and assets usage history. Supports two depreciation
methods (financial & non-financial) and comes with features such as cost addition, revaluation, expiration and disposal of assets. Each
asset has an asset ID listing historical transactions for easy traceability.
Supplier
Purchasing
Requesting
Department
Accounting &
Finance
Convert Purchase
Request into
Purchase Order
Receive Purchase
Order
Send material along
with DC & Invoice
Create Purchase Request
for Fixed Asset and
get approval
Receive the material
Convert the GRN into
Fixed Asset
Periodical
Depreciation
If
Asset
expires
If
need to be
scrap/
sold
Retire the
Asset
Raise Sales Invoice for
the Fixed Asset
Scrap the Asset
If Assets become
obsolete
Terminate
the Asset
Scrap
Sales
Yes
Convert the GRN entry into Fixed Asset record.
Register the Fixed Asset details and depreciate as per (1) Companies Act (2) IT Act.
Supports two types of depreciation methods (1) Straight Line (2) WDV.
Depreciation / Amortization / Depletion.
Fixed assets sharing by multiple departments with the share percentage.
Automatic apportion of the depreciated value among the shared department.
Fixed assets activities includes :
Asset Registration, Periodical depreciation, Cost addition.
Asset revaluation and extension of assets life.
Retirement, Termination.
Selling retired / terminated assets to customer / supplier / employee or scrapping the Fixed Asset.
Convert the capital WIP into Fixed Assets.
System generated GL journals for all fixed assets transaction.
Easy generation of fixed assets register.
Tracking of the following fixed asset information by department, group, location etc.
Assets, purchase cost, salvage value, depreciation value.
Net asset value, periodical depreciation value, sharing departments.
Retired assets, terminated assets.
Periodical value of opening balance, addition, retirement, termination, net asset value etc.
Tracking forecasted depreciation amount for the period / year.
Compare Yearly / Periodical depreciation expenses.
Benefits
Fixed Assets
9

Roadmap - Sales & Distribution and Quality Control
Inventory Control
Supplier
Purchase
Planning
Gate
Quality Control
Stores/ FG WH
Shop Floor
Subcontractor
Department
Receives Purchase
Order
Sends material
along with DC & Invoice
Purchase Request Generate
Purchase Order
Runs MRP, generates
and approves
Purchase Request
Enter material
inward details
Enter Accepted/ Rejected,
QI details
Convert the Gate Entry
into GRN & forward it to QC
for Quality Inspection
Receive QC completed
material
SFG/ Assembly
FG Completion
SFG Assembly
FG Completion
Raises material request for
production order
Material Request for
the subcontracting Order
Material Request
Material Request
against WO
Material Return
Material Return
Material Return
Material Return
Receives approved
material request &
Issue Material
Inventory Plan
ROL / Min-Max
Planning
SFG/ Assy
FG Receipt
Material
Receipts
Stock Count
enters
Compare
System Vs Physical
Update
Stock
Roadmap Inventory Control facilitates managing the inventory effectively in the organization with suitable control mechanisms resulting in
reduction of inventory related cost. It has feature like tracking obsolete inventory, fast, slow, non-moving items, ABC Analysis, Trend
Analysis etc., which will enable the organization to maximize inventory turns, eliminate shortages and excess inventory investment.
Definition of multiple item types, classes, subclasses, groups,
subgroups and assign the items.
Multiple UOM and conversion factors at item and UOM level.
Active, inactive and obsolete statuses for the items.
Define multiple type of warehouses (1) Standard (2) Rejection
(3) Excess (4) Subcontractor (5) Customer (6) Rework etc.
Supports to maintain bins in the warehouses.
System generated Purchase Request / Production Order/ Material
Request automatically when stock reaches Re-order level/
Minimum level.
User access level warehouse-wise item / sub-class / class for
purchase / material request.
Material consumption - approval & budget control.
Material Request (1) WIP(Production Order) (2) Subcontractor
(Subcontract order) (3) Department (4) Warehouse and approval.
System generated MIV for available stock against the Material
Requests and MIV Posting.
Material Return (1) WIP (Production Order) (2) Subcontractor
(Subcontract order) (3) Department (4) Warehouse and approval.
Inventory costing methods (1)WeightedAverage Cost
(2) LIFO (3) FIFO.
Stock count comparison during different period / year without
freezing the warehouse operation.
Material transactions controlled by material management.
Tracking pending material requests .
Efficient inventory planning and control (1) Reorder level
Planning (2) Min / Max Planning (3) MRPPlanning.
Tracking different type of items stock such as (1) Raw material
(2) Consumable (3) Packing Material (4) Semi-finished goods
(5) Finished goods (6) Spare parts (7) Assembly etc at
inspection warehouse, Rejection warehouse, WIP, FG,
Subcontractor etc.
Tracking rejected and scrap materials.
Material ConsumptionAnalysis – Department-wise,class-wise.
Current stock Analysis (Qty & Value) – WH-wise, class-wise.
Periodical Stock on hand Analysis (Qty & Value ) – WH-wise,
class-wise.
ABC analysis based on individual item value/ consumption
value.
Fast Slow Non (FSN) moving item analysis.
Physical Stock Count – Stock Shortage / OverageAnalysis.
Tracking expired items (lot number and qty).
Maintenance
Benefits
Quality
10

Purchase Order
Supplier
Planning Department
Purchase Department
Gate Entry
Stores
Quality Control
Accounts Payable
Receives RFQ
Prepare Purchase Request /
Supplier Schedule Request
based on MRP
Receive Approved
Purchase / Supplier
Schedule Request
Place Purchase Order /
Supplier Schedule
Generate RFQ and
send it to Supplier
Receives quote, enter
details and prepare
comparison chart
Purchase
/ Supplier
Schedule
RFQ/
PO
Receives the material
along with Inspection
Request
Registers the bill
against GRN
Prepares Debt Memo / Invoice
and return the rejected /
excess material along with
Invoice / Debit Memo
Inspects the materials
enter observation,accepted
& rejected qty
Forwards accepted /
rejected material to stores
Forwards the invoice to
Finance Department
Automatic creation of
purchase request
based on the Reorder /
Min / Max planning
Creates GRN manually
or convert the Gate
entry into GRN & sends to
QC for QI
Receives the Accepted /
Rejected material
Supplier Schedule
Purchase
RFQ
PO
Prepares and sends
quote against RFQ
Receives Purchase
Order / Supplier
Schedule
Supplier sends
material along with
DC & Invoice
Supplier receives
rejected material
Roadmap Purchase System automates procurement functions starting from purchase request, RFQ, quotation, comparative statements,
purchase order and appropriate authorization control at all levels as per the HR hierarchy. The Landed Cost capability enables the
organization to calculate all costs. It monitors supplier performance periodically. It is also linked withAccounts Payable, Inventory, Material
Requirement Planning (MRP) modules to have a comprehensive system that optimizes timely purchases with the dynamics of inventory
control.
Approved suppliers for the items, share of business, contract prices/
catalog prices / standard / user deﬁned prices .
Purchase request for stocked / non-stocked with detailed schedule
of qty and date with/ without RFQ.
Purchase Request – Cancellation / Close Short.
Supplier Schedule Request andApproval.
PR / PO approval authorization and budget validation.
Single/multiple RFQ generation from single / multiple purchase
requests.
Supplier quote price entry and price comparison.
Conversion of single quotation to single / multiple PO's.
Conversion of single / multiple purchase requests to single / multiple
PO's.
Conversion of Supplier Schedule Request into Supplier Schedule
Order.
Supplier's credit limit alert.
PO amendments, PO cancel / close short.
Supports PO to receipt qty tolerance%, early / late day's tolerance
and partial shipment allowed option.
Conversion of Gate Entry into Goods Receipt Note.
Multiple GRN for single PO / supplier schedule order and single
GRN for multiple PO's/supplier schedule order.
Handling excess quantity and waived quantity receipts.
Register landed cost and apportion it to single / multiple
GRN based on value / weight.
Rework and accept the purchase rejection.
Single / multiple purchase return for single / multiple GRN
rejected quantity.
Raising Debit note / invoice for the purchase rejection.
return / excess quantity receipt return w/wo GRN reference
and w/wo goods / QPD variance.
Tracking Purchase Request / RFQ / Quotation / Order/
Planned Material receipts at any instances.
Tracking Pending Purchase Request ( Order Conversion).
Tracking Pending Purchase Order by Supplier / Buyer /
Item.
Summary and Comparison of purchases yearly/ periodically.
Comparison for budgeted vs actual purchases.
Supplier Performance Rating.
Tracking pending purchase request / purchase orders /
short close purchase orders.
Amended purchase order excess quantity / pre-printed
format.
Periodic purchase receipt / price comparison / purchase
summary.
Enter the Material
Inward, DC &
Invoice details
Beneﬁts
Quality
11

Subcontracting
Planning Department
Gate Entry
Stores
Quality Control
Accounts Payable
Prepares RFQ for item
process and forward to
sub contractor
Receives quote prepare
open PO/ Amendment
List of pending outside
processes
Convert into sub contractor
order & approves
Prepares production order
and copies the processes
from product routing
Inspects the material
enter the QI observation,
accepted & rejected details
and sends back to the store
Register the bill
against GRN
Prepare Debt Memo / Invoice
and return the Primary /
Secondary rejection item
W/ WO material
Enter the material inward details in 7 categories
1. Processed 5. End Bits
2. Unprocessed 6. Cut Samples
3. Declared scrap 7. Partially Processed
4. Scrap
Material request &
allocation
Material Issuance
to subcontractor
with DC
Convert the gate entry
into GRN, generates
material consumption
against DC & forward to
QC Department
Stores department
receives the material,
stock decreased
at subcontractor location
Forward the GRN
details along with
bill to finance
department
Receives RFQ for Item
processes and prepares
quotation & forward
to the organisation
Receives open PO/
Amendment
Receives sub
contractor order
along with material
& DC
Process the Material
and sends along
with DC & Invoice
Receives Debit
Memo for the
Primary/ Secondary
rejection item
Roadmap Subcontracting handles the various processes of subcontracting efficiently starting from procurement request to
subcontract, considering Share of Business (SOB), labor contract rates and converting the procurement request into subcontract
order. It also facilitates the receiving of subcontract items and finally registering invoices against the outsourced process.
Subcontract Labor contract rates for each supplier, item & process.
Subcontract requests with the required BOM Specification.
Conversion of subcontract request into subcontract order with BOM
Specification,which facilities expanding or decreasing the sub-
contracting process.
Creation of Subcontract orders from Production shop floor process
pending buckets.
Subcontract order for Rework, Value addition etc.
Auto creation of material requests, material issuance and DC for
subcontract orders.
Subcontract Order Close short /Amendment.
Entering Landed Cost and apportioning to single / multiple GRN's.
Subcontract GRN for (1) Processed (2) Unprocessed (SFG)
(3) Supplier Declared Scrap (4) Scrap (4) End bits (5) Unprocessed
(Std) (6) Cut Samples (7) Partially Completed.
Subcontract receipts through Gate Entry option.
System generated material consumption as per BOM and adjusting
against the DC's.
Raising Rework order to repair/ disassemble / scrap the primary /
secondary rejected items.
Raising debit memo for the Primary & Secondary rejection w/wo
material.
Tracking expired Open PO for the item process purchases.
Tracking unprocessed subcontract requests, supplier
schedule requests.
Tracking un-received subcontract order / suppliers
schedules etc.
Tracking pending gate entries for GRN conversions.
Tracking pending GRN lines for quality inspection.
Tracking quality completed pending GRN lines.
Subcontract Analysis : Yearly / Periodical Class wise /
Supplier wise / Buyer wise / Process wise.
Subcontractor Performance rating.
Tracking stock at subcontractors at any instance.
Tracking pending DC with subcontractors.
Tracking pending subcontract orders, requests etc.
Subcontractor
Sub Contracting
Department
Benefits
Quality
12

Gate Entry Management
Roadmap Gate Entry Management is very user friendly so that the security personnel can be trained to make the entries. Roadmap
Gate Entry Management ensures the perfect control of the gates and seamlessly integrates with Purchase Order / Subcontract
Management.
Supplier
Subcontractor
Receives PO & Sends
the Material
Register visitor In & Out
details, Register
vehicle Out details
Receives the material
along with DC
After processing sends material
along with DC & also
returnables DC material
Register the following
inward details:
1. Purchase Material
2. Subcontract Material
3. External Service Machine / Tools
4. Sales Return 5. Others
along with DC
Sends the Sales Return
material
After completion of the
process sends the material
along with DC
Receives the Machine/
Tool for external service
Sends PO for the Material
Sends Subcontract Order
along with material
Prepares Sales Invoice
Prepares DC for the Machine /
Tools which requires external
maintenance service
Prepares Trip Sheet with DC &
Vehicle details
Register Outward details
Creates delivery challan
with returnable/ non-returnable
goods
Creates delivery challan
for the returnable /
non-returnable materials
Customer
Post the Document
Subcontracting
Department
Commercial
Department
Maintenance
Department
Transportation
Service Provider
Register all Returnable and Non Returnable inward details such as (1) Vehicle details (2) Material details.
Option to capture the gross weight of incoming vehicle, tare weight while vehicle going out and determine net weight of the goods.
System / manual created returnable / non-returnable DC's from various sources
Consolidate the DC's created from multiple source and generate single / multiple outward entry with vehicle details.
Track the returnable material with aged days.
Visitors Gate Pass.
DC to DC matching / mapping.
Purchase
Department
Gate Keeper
13

Define organization own vehicle details.
Define different carriers, rates for different transport modes such as Road, Ship, Air, based on the weight, distance etc.
Efficient Transportation Schedule preparation for the material inward / outward (1) Purchase (2) Subcontract (3) Material
Transfer (4) Sales Invoice (5) Others etc. with company.
Trip sheet Preparation with pick and drop details and associating DC's with it.
Register invoices for the transporters from the trip sheets.
Comparison of actual freight collected from customers and paid to the carriers.
Payment to the transporters.
Roadmap Transportation Management helps the organization to efficiently manage transportation requirements to and from between;
multiple units/plants within organization, movement of material from supplier / subcontractors, movement of dispatch material via sales to
customers. Organization can use their own vehicles or contract the same to third party carrier suppliers.
Carriers
Transportation
Department
Sends quote for
transportation price
Prepare Trip sheet with
different pick from / ship to
location
Register the own Vehicles
available for
transportation
Request quote for the rates
different destination, shipment
mode, weights etc.
Fixes the prices in the
masters for various carriers
Register the sales orders
with ship to location
and required date details
Register the purchase order /
subcontract order with different
pick from location and
the required date
Register the bill
for the transportation
Carrier sends bill for the
transportation services
Makes the payment
against the bills
Commercial
Department
Transportation
Prepares transportation
schedule with different carriers/
company own vehicle
Accounts
Payable Department
Cash Management
Payable
Purchase/
Subcontract Department
14

Sales Order
Customer
Planning Department
Accounts Receivable
Cash Management
Shop Floor
Books the sales order
or converts from sales
quotation into sales order /
register customer schedule
Prepares Packing list
and Invoice
Register
Sales Return
Runs MRP and determine
purchase and production
requirement
Produces FG as per
planning requirement
Register DN / Invoice
receivedReceives Invoice
Prepares Bank /
Cash receipt
voucher
Customer places
Purchase Order
Customer receives
material, invoice
& DC
Customer makes
the Payment
Customer returns
rejected material
Customer receives
the Payment
Receipt
Roadmap Sales Order facilitates order entry process by accepting orders manually and through web, validating credit limit, supporting
different pricing and promotional schemes. Sales Order makes possible for the organization to have multiple price catalogues, discount
plans, promotion plans, sales contracts, and standard prices for different type of customers and periods which can be used by invoicing
process. By connecting the sales return with original sales invoices helps the organizations in getting accurate sales return value.
Multiple pricing – contract / catalog /standard /user defined prices for
different periods.
Sales order for multiple items with different delivery schedule and
BillTo / ShipTo addresses.
Sales order validation for the customer lead time, available to
promise and promise date determination.
Supports multiple sales unit of measures.
Firm control over credit limit.
Sales Order approval / Close short / Cancel.
Complete sales order picking / partial picking, multiple shipments to
single / multiple invoice.
Generating Pro-forma Invoice for (1) Advance (2) Pre-Dispatch
Receipt and amount receipt against proforma invoice.
Supporting 14 types of sales Invoices (1) Standard (2) Stock
Transfer (3) StockTransfer 3PL(4) Supplementary (5) Scrap
(6)Labor (7)Service (8)Input Sales (9)Project Invoicing (10) Demo/
Exhibition (11) Fixed Assets (12) Free Replacement (13) Free
Sample (14)Transfer ServiceTax.
System calculated tax & charges and different running invoice
numbers.
Sales Return (1) Return W/G (2) Return WO/G (3) Labor (4) Service
(5) Supplementary (6) Others (7) Stock Transfer (8) Demo /
Exhibition (9) Replacement (10) Sample.
Tracking expired / about to expire open SO items.
Track Open SO / Sales OrderAmendment History.
Tracking pending customer sch. / Sales Orders / Labor Orders.
Tracking different type of invoices (1) Domestic (2) Export (3) Stock
perfect calculation of taxes and charges.
Easy generation of Sales Registers (1) Invoice-wise (2) Item-wise.
System generated Proforma invoice / picking list / packing slip /
delivery challan.
Track the delivery schedule and follow-up production.
Sales Analysis : Yearly / Periodical / Group-wise / Subgroup- wise /
Customer-wise / item-wise.
Sales Return Analysis : Yearly / Periodical / Group-wise /
Subgroup- wise / Customer-wise / item-wise.
Profitability Analysis : Yearly / Periodical / Group-wise / Subgroup-
wise / Customer-wise / item-wise.
Dispatch : Early / On-time / Late delivery analysis.
Benefits
15

Quality Control
Stores Department
Shop Floor
Quality Department
Purchase, Subcontract,
GRN- Inspection Request
WIP Return, Pre-dispatch
Inspection Request
Accepted/ Rejected
details
Accepted/ Rejected
details
Accepted/ Rejected
details
Production process
completion, Final product
Inspection Request
Sales Return -
Inspection Request
Shop Floor in process
inspection
Gauges entry,
calibration due details
Open NCR & enter non
compliance details and
preventive action
can be taken
Enter action
taken details
Close NCR
Enter calibration
details
Update next
calibration due date
Enter quality
observation details
Receives
Inspection Request
Create Inspection document,
enter quality observation,
defect details, accepted,
rejected details
Complete the inspection
document & forwards back
the material & QC report
to originator
Is
calibration
due?
The Roadmap QC module identifies any deviation from the set quality standard and type of quality related costs the company incurs.
The company can achieve higher quality at lower costs by devoting more resources to quality planning and appraisal thereby reducing
the number of defects produced.
Easy setup of Inspection plans for the Purchase items &
manufactured items.
Standard QC characteristics for the variables and spec for the
Attribute types.
Single, double and multiple sampling.
First Stage Inspection.
Collect and analyze the quality data's at the following inspection
points.
(1) Purchase GRN (2) Subcontract GRN (3) Shop Floor transfer
(4) Stock Inspection (5) Sales Return (6) Material Return from
WIP (7) Material Transfer (8) Service Work Order.
Shop Floor - In Process Inspection.
Inspection Document (1) Register value for Variable & Visual
characteristics (2) Enter defect codes and quantity (3) Register
Accepted, Accepted On Deviation(AOD), Primary & Secondary
Rejection quantities (4) Register defect code and quantity.
Serial number tracking for the defects.
Raising NCR for the Purchase / Subcontract/Shop Floor / Sales
Return Rejections
Parts Per Million (PPM) Analysis.
Process Capability Study.
Process Performance Study.
Pareto Analysis.
Gauges.
Calibration Dues.
Calibration.
Bias Study.
Linearity Study.
Stability Study.
R & R Study.
Tracking pending inspection requests (1)Purchase
(2)Subcontract (3) Shop Floor (4) Sales Return.
Non-Conformance/ Monthly Inspection Status.
Efficient Defect analysis (tracking the defective products by
defect code and reasons).
Pareto analysis on attribute data & quality related variable
charts.
System generated quality related variable charts.
Tracking QC history data.
Tracking Open NCR items.
Tracking calibration gauge due & MSA study due records.
Commercial
Benefits
Measurement System Analysis
Statistical Process Control
Calibration
Quality
16
If
Study Due
Register Study details for the
Gauges
Create Study Record &
update details

Routing
Bill of Materials
Define processes, work centres and process sequences to build an repetitive / discrete / flow manufacturing item.
Define the completion percentage for each process, Inspection Required, Tool Setting approval required, Lot Serial generation
option, Inside/Outside process option, instruction sheet no, drawing number etc.
Supports to have primary and alternate routing for the items.
Alter item routing at any instance.
Routing in Planning & Manufacturing specifies the sequence of operations carried out in the manufacturing process.
With Roadmap ERP system, this can be automated by defining primary routing and alternate routings for the item. This is also tightly
linked with modules such as Bill of Materials (BOM) and Bill of Resources (BOR). Facilities like lead-time offset percentage will enable to
identify the time required for a process to complete the job/operation of an item and total time can be estimated for each order.
Roadmap BOM is created by specifying the relationships among the various components in a hierarchical structure. BOM is a primary
requirement for planning & manufacturing, subcontracting and supports any number of levels. A Parent Item will have relationships with
one or more component items and same components may be used in many different assemblies within manufacturing. BOM is linked with
MRPand Production / Job Order to compute the material requirements.
Define material required, quantity and its sequence in different
processes, source warehouse, scrap percentage, consumption
required for the manufactured item.
SupportsAssemble To Order, Ship To Order items, optional items,
options within option, phantom assemblies etc.
Different UOM for the child items.
Primary and alternate BOM for the items.
Configurable product, with multiple options, dependents etc.
Flexible workday calendar creation.
BOM generation at selective level.
Option to run BOM program for each end item with primary and
several alternate BOM to generate material requirements and
comparison for the following:
Material Requirement Planning.
Production Orders.
View item structure assemblies, subassemblies, components
and raw materials in tree form.
Track Material where used.
Track interchangeable components.
Determine material cost for the end item / assembly and
subassembly and cost comparison for different item.
17
Warehouse
Warehouse
Repetitive Production Line
Process Layout
Operation - 1
(Resources)
Finished Item
Assembly - 1
Sub Assembly-1
Component-3 Component-4
Component-1
Component-5
Component-2
Component-6
Assembly - 2
Dept - 1
Operation - 2
(Resources)
Dept - 2
Operation - 3
(Resources)
Primary
Primary
Routing
Alternate
Alternate
Routing System
BOM System
MIS
Reports
MIS
Reports
Dept - 3
Item Flow
Components /
Material
Components /
Material
Components /
Material
Components /
Material
Item
Item
Process
Warehouses
Sub Assembly-2

Demand Management
Marketing Department
Commercial Department /
Projects
Planning Department
Enter sales order /
customer schedule
details
Enter Material
request for the
projects
Demand Management
The total demand Input to MPS / MRP
Enter forecast for the Make to Stock items
both independent / dependent items or generate
forecasts from the historical value
The purpose of Demand Management is to determine required quantities and delivery dates for finished products to arrive at future
demand. It is a collaborative process involving internal and external participants. Information from several sources is collected and
organized in order to estimate future demand based on market conditions. Customer requirements are created in sales order
management.
Roadmap-Planning & Manufacturing
Enter firm / tentative forecast details for
each item.
Consolidate the total demand from sales
forecast, sales order,customer schedule
projects etc.
Demands can be prepared for each unit
separately and acts as input for MRP.
Supports to maintain the demand for firm
and tentative period.
Support to copy the demand from previous
Master Production Schedule
Multiple MPS and option to load the demand from sales forecast /
demand schedule / Sales order / disaggregating the plan.
Validation for planning time fence, demand time fence and release
time fence.
Summary of available Vs allocated resources by department.
Rough cut capacity analysis with different simulation sets.
Routing Based Rate Based
Easy definition of work-off, holidays, work shifts in the
workday calendar.
Order promising / ATP check with multiple scheduling
options such as forward, backward, no forward / no
backward, forward / backward etc.
Engineering
Marketing
Commercial
Stores
Purchasing
Shop Floor
Planning
Define, Routing,
Bill of Materials,
Bill of Resources
Enter Sales forecast
details
Enter Sales Order /
Customer Schedule
details
Enter day to day
transaction of material
receipts and issuances
Create Purchase Order
for PR
Update Production
completion details
Demand Management
Consolidate the
total demand
MPS Engine
Run MPS and determine
net material requirements
considering all demand
& supply
Released Planned
Order
Rough Cut
Analysis
Organizations that make more than one product often have an additional challenge on deciding how much of each product must be
produced. The detailed statement on how much to produce and when to produce, is commonly called, the master production schedule
(MPS). Roadmap MPS explores the finished goods as per the level specified and determines the exact number of required manufactured
items & resources.
18

19
Roadmap MRP accepts MPS / Demand Management as input and explodes the BOM; calculates gross requirements for child items,
compares demand vs supply and determines the net requirements. Information on demand and supply are generated from the integrated
modules such as inventory, purchase / subcontract order, production order etc. Release process, generates necessary documents like
purchase request, subcontract request and production order automatically.
Engineering
Marketing
Commercial
Stores
Purchasing
Shop Floor
Planning
Deﬁne, Routing,
Bill of Materials,
Bill of Resources
Enter Sales forecast
details
Enter Sales Order/
Customer Schedule
details
Enter day to day
transaction of material
receipts and issuances
Create Purchase Order
Update Production
completion details
Demand Management
Consolidate the
total demand
MRP Engine
Run MRP and determine
net material requirement
considering all demand
& supply
Release Planned
Order
Material Requirement Planning
Organization can run MRPas and when required from the consolidated Demand Management.
Supports Single Organization / Multi-Organization Planning.
Option to run MRPwith primary and alternate BOM to generate material requirements and comparison.
Requirement for end items / assembly / subassembly / components / raw materials.
Gross requirements, Net requirements.
Supply: Purchase Requests, Purchase Orders, Production Orders, Stock.
Demand: Sales Forecast, Sales Orders, Safety Stock, Material Requirements for the pending production /
subcontract orders.
Projected QOH.
Planned order release.
Material Requirements for the pending production / subcontract orders.
Projected QOH.
Planned order release.
System generated purchase orders as per Share Of Business (SOB) for the following type of products:
Purchased items
Manufactured items
Available stock check before issuing the production order

Manufacturing Resource Planning
Planning
Department
Shop Floor
Run MPS
Determine resource
required for the planned
order release qty
Run MRP
Update Resource
available details
Enter preventive
maintenance schedule
Updates available
capacity
Demand Management consolidate
the total demand from
1. Sales Forecast
2. Sales Order
3. Project
Rough cut capacity
analysis
Compare Resource required
Vs Resource availability
Capacity requirement
Planning
Compare Resource required
Vs Resource availability
Bill Of Resources (BOR) defines the resource requirements to produce the items. BOR can be setup for each item by defining the resource
groups required in each process and number of hours required for single unit or number of units per hour, which can later be used to
compute the required resource hours for the MPS / MRP / Production order quantities. Since Roadmap MRP-II is linked with Roadmap
MPS, MRPand Shop Floor Control, it is easy to do the Rough Cut Capacity Planning (RCCP) and Capacity Requirement Planning (CRP).
Plant
Maintenance
20
Track the resources availability by departments / shifts/ process.
Resources sharing among the departments.
Easy to define the resource groups, resources and bill of resources for the item.
Flexibility for addition or deletion of resources with start and end date.
Determination of resource requirements for the following:
Master Production Schedule.
Material Requirement Planning.
Production Order.
Rough-cut capacity planning.
Routing Based.
Rate Based.
Capacity Requirement Planning.

Supports following manufacturing types:
Discrete manufacturing.
Repetitive Manufacturing.
Process / Flow Manufacturing.
Tracking production orders, material / resource requirement for the production order and statuses.
System generated material requests for the production order processes.
Monitoring day to day manufacturing activities such as resources / material used, scrap etc.
Reporting periodical Work In Progress (WIP) in production line / processes.
Tracking daily production status such as products completed, rejected, rework, scrap transferred, WIP etc.
Back-flush consumption of materials.
Production Analysis : Daily / Weekly / Monthly / Item-wise.
Productivity / Utilization / Efficiency Analysis.
Tracking actual at each production stage.
Idle Time Analysis.
Production Plan Vs Actual Analysis.
Shop Floor
Planning
Shop Floor
Stores / FG WH
Quality Control
Rework Centre
Gate Entry
Runs MRP and
generate production
order
Process
1...n
Create Material
Request
Process
Completion
Forward to
QC
Transfer
Subassembly / FG
to FG / SA
Schedules the
production order processes
and process
Completes QC
Disassemble
Repair
Scrap
Yes Yes
Yes
Inside
outside
No
No
No
Increase/ decrease
stock
Increase scrap stock
Receives subcontract Order
and materials
Process the material
and sends back to the co.
Enter Inward
details
Completes the QC
Receives material request
and issues material
Convert the Gate Entry
into GRN and
forward to QC
Receives subassembly /
FG from Shop Floor
Accepted
Roadmap Shop Floor Control (SFC) efficiently tracks the production / job order. The SFC module is designed with the detailed
management of activities and the flow of materials inside the plant including the workers, materials, machines and time utilized in
production. SFC determines requirements of raw material, tools and resources for production/job order and generates material request to
the concerned warehouses automatically and keeps track of material movements.
If
process
inside
QC
Required ?
Is Last
Process ?
Repair/
Disassemble
Scrap
Subcontractor
Quality
21
Benefits

Manufacturing Schedule
Planning
Shop Floor
Sequence the production
order based on:
1.Critical Ratio Rule
2.Earliest Due Date
3.Shortest Processing Time
4.Slack Time Remaining Rule
Set priority for the
resource
Load Resource non-available
details based on preventive
maintenance schedule
Run Schedule program
which will schedule
resources
Make it firm schedules
Released Production
order with process details
Scheduling is defined as task assignment and time allocation for the use of resources - such as personnel, equipment and facilities for
production activities or jobs. Many companies establish daily production and work schedules, but with change of customer demands and
with occurrence of other incidents, the scheduling may be revised one or more times during the day.
Roadmap Manufacturing Scheduling effectively allocates the resources for the production order based on the priority or user can
manually schedule the resources usage. Parallel the user has options to reallocate the resources for an alternative production order or
reschedule the production order.
Track the scheduled orders, scheduled start date, end date, required hours for the process and order.
Support to sequence and schedule the production orders and resources in the following methods:
Critical Ratio Rule.
Earliest Due Date.
Shortest Processing Time.
Slack Time Remaining Rule.
User-defined priority.
Track the resource allocation for the job and allocated date.
Track the resources available hours and allocated hours for the jobs.
Easy to plot the chart to compare the available and required load on daily basis.
Supports scheduling for repetitive, discrete and batch production systems.
Effective tracking of rescheduling activity.
22

Roadmap - HR & Payroll
HR-Planning
Roadmap HR planning gives long range, short range and departmental plan for the manpower requirements. It is an integral part of
corporate planning and budgeting process. The system will check for the available manpower as per the activities mentioned by the user
and finalizes the required manpower to generate the request instantly.
Long Range Plan/
Objectives
Short Range Plan/
Objectives
Department
Objectives
Determine required
Activity, Job Titles
Compare Plan Vs
Actual manpower
Generates manpower
request & forward to HR
Receives manpower
request
Top
Management
Middle
Management
HR Department
Define job titles, positions, organization chart, job description,
standards, qualifications, skill sets, specification.
Long term / short term / department plans and objectives.
Plan for manpower and compare with the available.
Planned manpower approval – Long and short term.
Manpower requests and approval.
Hierarchy of HR Planning is used for document forward and
approval in Roadmap ERP Modules.
View employees and their positions as well as vacant
positions, Planned Vs Actual Manpower.
System generated manpower requests.
Tree structure view of the hierarchy.
Business Functionality
Department
Manager
23

Today's demanding contracting and staffing environment requires a human capital management solution that enables rapid and
cost-effective recruiting and staffing. Roadmap HR-Recruitment handles the complete cycle of recruitment starting from manpower
request, advertisement, application receipts, scheduling & conducting different evaluation processes such as employment test, selection
tests, written tests, selection interviews, supervisory interviews, background check, reference check, issuing offer letter and upto
completion of including candidate into employees' master list.
HR - Recruitment
Department
Candidate
HR
Department
Candidate submits the
application Online
HR Department receives
the application for candidate
and upload it into
Resume Bank
Employee Test
Written Test
Interview
Reference Check
Background Check
Resume Bank Search
Resume Bank
Evaluation
Update the status in
Resume Bank
Make Advertisement /
through consultant and
collect CV
Employee Master
Update Status in
Employee application
Create Batch with set of
application for each job
Define the test for Batch
Sends man power request
to HR Department
Fetch
Suitable
application
If
Qualified
Yes
Yes
No
No
Handling of approved manpower requests, forming batches based on the job titles, positions etc.
Automatic matching of selection criteria.
Tracking of manpower request batches, tests, job titles and applicants.
Managing advertisement and preliminary application receipts.
Online job application submission.
Maintaining all details related to applicants (Huge volume of resume bank support).
Formation of multiple question sets based on job titles.
On-line written tests (objective & descriptive).
Scheduling of written test, employment test, medical test, interview, reference check, background check etc.
On-line evaluation, selection interviews, supervisory interviews, realistic job previews.
Track all operations of recruiting.
Issue / track offer letters and contractual agreements.
Online messaging (Alerts).
Business Functionality
24

HR-Employee Portfolio
HR Department
HR Manager
Register new employee
personal details, dependent
details, bank A/c details,
statutory document
education experience,
skill details
Prepare employee profile
changes for annual merit
increase, contract renewal,
promotion, compensation &
benefit changes, transfer etc
and forward for approval
Create profile and enter
salary, grade, allowance
details and forward for
approval
Update employee salary,
department work
location, grade, job, title,
position details
Approves the
profile
Enter employee resignation,
termination details and
create profile changes
Roadmap HR Portfolio facilitates storing & accessing critical employee records and providing instantaneous retrieval of employee
related information. This information includes the employee profile, career information in the organization such as departments served,
different positions/locations assigned, merit increase, compensation and benefits details such as basic salary, fixed allowance,
variable allowance, different insurance paid by company, tax deducted from employees, loan etc.
Tracking employees complete details such as Personal,
Career details, compensation & benefits details, training
details, dependent details, etc.
Tracking employee profiles pending for approval.
Track employee legal documents information (Passport, visa,
driving license, work permit, identity card, medical card,
insurance), validity period and providing necessary alerts.
Track Active / Terminated / Resigned Employee details at any
instance.
Monthly department-wise employee headcount analysis
(Opening Count,Addition, Deduction, Closing Count).
EmployeeAttrition RateAnalysis.
Define applicable grades, min/max salary and allowances for each
grade.
Supports different types of employments (1) Company (2) Contract
(3) Subcontract (4)Temporary (5)Trainee (6) Apprentice
(7) Consultant.
Enter employee personal details, traits, dependent details,
education qualification, skill sets, experience, contract details,
notice period, etc.
Register profiles for new hire, promotion, transfer, compensation
and benefits information, miscellaneous changes.
Register statutory details such as ESI, PF, Income-tax, Aadhaar,
and bank account details.
Register memos, warning letter, show cause notices issued to the
employees.
Register the employee resignation, termination details and approval
through workflow.
Register employee service award details, various certificates
issued details.
Register and track the employee grievances.
Benefits
25

HR-Orientation
Orientation is the introduction of new employees to the organization, their work units and the job. This is also applicable for the employees
who are transferred, promoted to new environment, etc. With Roadmap HR Orientation, activity sequencing, scheduling and conducting the
orientation programme could be done at ease professionally. It ensures every new employee passes through the programme without fail.
The facility of linking the orientation type with specific employees will ensure the HR department to plan for different orientation programmes
for different categories of employees such as purchaser, machinist, operator, accountant etc.
HR Department
Department
Add newly joined records
and request for orientation
program
Department
Orientation
Prepare orientation
plan
Organization
Orientation
Multiple orientation programs as per different job titles.
Organizational, departmental and job orientations.
Post orientation evaluation and have feedback from participants.
Schedule and monitor complete orientation programs.
HR - Training and Development
Training & Development
Department
Training Institution
HR Department
Department Heads
Employee
Prepares Annual Training
Program List
Sends Training Program
details
Announces the internal/
external training program
details to departments and
request for the participants list
Receive the
applications
Sends PO to the
Training Institute
Employee Training
Records
Appraise the employee for
post training
Receives the Training
program details and sends
the participant list
Employee attends training
program
Attracting the most qualified employees and matching them to the jobs for which they are best suited is important for the success of any
organization. In an effort to improve morale, productivity and to limit employee attrition rates, the organization effectively use employee
skills, provide training opportunities to enhance their skills and boost employees' satisfaction with their jobs and working conditions.
Roadmap HR Training & Development facilitates the organization in conducting enrichment programs. Since it is possible to find the cost
involved in the training, the approval based on the financial budgets and the amount spent per person can be easily traced. The pre and
post evaluation of training will help the organization to rate outcome of the training.
Training
External/
Internal
program
External
Internal
Create and maintain organization's master training program.
Maintain external training institutions profile.
Registration of external training programs organized by various training institutions and send notification to the departments.
Conduct employee's pre and post training evaluation.
Efficient handling of employees approved training requests and arranging training program through internal/external training programs.
Employee assessment for the training program pre-requisite skill sets.
Internal/External training requirement.
Training course Registers/Nominations, objectives, evaluations.
Track the employee training history & Monitoring the training cost.
26

HR-Performance Appraisal
HR Department
HR Manager
Employee
Employee Supervisor
Department Manager
Methods :
1. Management by Objective (MBO)
2. Multi Rater Assessment (MRA)
3. Behaviorally Anchored Rating
Scale(BARS)
4. Work Standard Approach
5. Critical Incident Method
6. Check List Method
7. Essay Method
8. Forced Choice Method
9. Ranking Methods
10.Paired Comparison Ranking
HR Manager approves the
decision
Employee Self
appraisal
Supervisor appraises the
employee
Department Manager
appraisal the employee
Raises Appraisal request
for employee’s probationary
period, evaluation, merit
increase, contract, renewal etc
Receives filled in
appraisal
Proposes the decision
to HR Manager
Apply changes to
employee file
Performance appraisal is the process of structured formal interaction between a subordinate and supervisor, that usually takes the form of
a periodic interview (annual or semi-annual), in which the work performance of the subordinate is examined and discussed, with a view to
identifying weaknesses and strengths as well as opportunities for improvement and skills development.
The objectives of performance appraisals include: (1) validating selection and other management or cultural practices (2) helping
employees understand and take responsibility for their performance and (3) making decisions about pay or promotions. Roadmap
HR-PerformanceAppraisal supports all of the widely practiced performance appraisal systems.
Appraisal for probationary period, annual merit increase and contract renewal evaluation.
Complete track of appraisal request upto profile changes.
Comparison of employee performance appraisals over a period of time.
Supports (1) BARS method (2) Check List method (3) Critical Incidents method (4) Essay method (5) Forced Choice Rating method
(6) MBO method (7) Ranking method (8) Work standard method (9) Scale Rating method (10) Multi RaterAssessment.
Adopt any method of appraisal to suit any business environment.
Integrated with employee profile management to facilitate reward such as promotion, transfer, salary increase, training requirement
as per HR policies of the organization.
27

Employee
HR-Leave & Time Management
Employee
Supervisor/ Manager
HR
Department
Employee submits leave
request through
system
Submits leave
encashment request
Approves the leave
request
Approves the leave
encashment request
Converts the leave
request into leave
entry
Post the leave entry
Late entry
Permission entry
Process leave
encashment request
Upload employee
attendance details from the
time attendance machine
Run program to
determine employee leave
entry, late and overtime
Roadmap Leave Management system provides accrual of leave and leave availed by the employees as per HR policy. Automated
processing facilities are provided to manage leave account balances and carry forward situations, with additional functionality allowed
for unused leave to be converted into payments to the employee. Each type of leave is defined as per the HR leave policy and
appropriate control/validations have been implemented.
Tracking pending employee leave requests for leave entry.
Leave encashment request and automatic generation of financial
related documents/ advices.
Summary on leave information.
Integration with time attendance system.
Track employee leave entitlements, transactions and current
balance at any instance.
Integration with time attendance system and determination of
employee worked hours, late arrivals, permission, overtime etc.
Supports different leave types (1)Accruals (2) Information
(3) LWOPand entitlement criteria.
Register different leave entitlements for each employee.
Supports periodical / yearly leave accruals.
Control over leave carry forward and maximum accumulation.
Paperless leave requests, approval and automatic notification.
Conversion of leave requests into leave entry.
Register employee attendance details, late arrivals, permissions
etc.
Employee
HR Manager
Cash Management
Registers Loan
request and
forward to approval
Receives notification that
his application is rejected
Employee receives the
payment through payroll/
A/c or Receives cheque
Process the
document
Receives loan application
and approves/ rejects the
application
Prepares loan documents,
enters the disbursement
details & deduction details
Loan payment entry in
payroll record
Prepares payment
voucher and issues cheque/
does RTGS
Payroll adjustment
records for the
deduction
No
Yes
Cheque/ RTGS
Payroll
Roadmap HR Loan Management allows any organization to effectively and effortlessly configure any policy for availing the loan, the
frequency, the amount of the loan and the recovery. The system takes care of loans made to the employee and is fully integrated to the
finance.
Approved
Pay
option
Define various types of loans and criteria.
Employee loan request and approval details.
Efficient loan processing as per the company guidelines.
Loan disbursement through employee payables or payroll.
Employee loan register.
Flexible loan amortization schedules.
Employee loan deduction through Payroll.
HR-Loan Management
HR Department
Benefits
28

HR - Business Trip
Business trip is one of the main activities performed for the purpose of marketing, selling, procurement and training.Any event of business
trip has to be verified and validated as per the policies procedures and department goals. Roadmap HR Business Trip helps the
organization to plan and execute the business trips with the necessary validations and authentication.
Marketing Department
Concerned Department
HR Department
Accounts
Department
Employee
Prepares business trip
request for the marketing &
gets approval and forwards
to HR
Prepares business trip
request for the training and
gets approval & forward to
HR
Receives approved
business trip request and
forwards copy to accounts
department
Books the required hotel,
airlines tickets
Receives approved bus trip
request & makes the
advance payment
Receives the approved bus
trip request and pays the
perdiem amount
Employee submits
the expense bill & returns
excess money
Per diem/
Reimbursement
Per diem
Reimbursement
Setting up employee entitlements for the business trip.
Register Business trip request for training, sales & marketing,
procurement and approval through work flow.
Two types
Per Diem – Per day expenses paid in advance.
Reimbursement – post business trip reimbursement process.
Expenses registration, approval and tracking.
Shortfall deductions through Payroll.
Tight control based on eligibility criteria and company policy.
Tracking business trip costs.
Employee
Travel Agent
Air ticket entitlement for the employee and dependents for annual vacation/Rest & Recreation leaves.
Periodical/YearlyAccrual ofTicket.
Ticket Issuance Register.
Ticket Encashment which is paid throughAPPayables or Payroll.
Tracking ticket current balance for the employees at any instance.
Ticket cost calculations.
HR Department
Register the employee
and dependents ticket
route class and other
entitlement details
Periodic ticket
accrual
Receives the ticket request
validates and issues voucher
to travel agent for the employee
and dependents ticket
Raises ticket request
for himself & dependents
Travel agent receives the ticket
voucher and issues the ticket
to the employee and sends
invoice to the company
Roadmap HR supports the ticketing procedures for the business trips of the employees and their trips on vacation with their dependants. In
finance, both expenses and liabilities are taken care and automated and the financial implications are also planned in advance.
HR- Ticketing
29

HR - Medical
The medical benefits offered in organization varies according to the grades/Job title. Also it requires strict validations, as it involves
financial and HR policies. It can be linked with the medical insurances of the respective employee to enable the prompt claim. The
automated allocations ensure error - free medical claims or benefits procedures.
Roadmap HR-Medical supports actual expenses reimbursement scheme or hospital contract scheme for the employees. It facilitates
registering the reimbursement invoices/hospital invoices in order to compute liability and expenses. While registering and approving
invoices, system validates all the criteria such as treatment coverage and maximum amount in order to have rigid control over the
medical expenses.
HR Department
Insurance
Company
Hospital
Contract
Reimbursement
Cashier
Enter Employee and
dependent medical
entitlement records
Request for insurance
card
Sends ID request for the
treatment
Issues the insurance card
to employee and
dependents
Sends invoice to the
company for the
premium
Receives the request
and issues identity card
Employee avails the
treatment whenever
required
Hospital sends invoice
to the company
Visits any hospital/ Physician
for the treatment & submits
invoice to the company
Receives the invoice and
makes payment to
employee
Insurance/
Hospital contract/
Reimbursement
Reimbursement
Hospital
Contract
Insurance
Employee and Dependents eligible medical treatment list.
Position based eligibility criteria.
Employee-wise / Dependent-wise /Treatment-wise Budgets.
Supports three types of employee medical schemes.
Medical Reimbursements.
Hospital Contract.
Medical Insurance.
Tracking Employee and Dependents medical expenses.
Approval of Medical Expenses.
System generated AP documents for Hospital Contracts
and Employee Payable documents.
Roadmap Government Relations module efficiently handles the Government relation activities such as applying new employee iqama,
renewing iqama, sponsorship transfers, exit & exit-re-entry visas, business visa’s, labor visa’s etc. HR department can request and
monitor Government relation requests related to the employees. Government Relation department can view approved requests from
various departments and take appropriate action on timely basis.
HR Department
Government Relation
Department
Requests the following to GR:
New IQAMA Request
IQAMA Renewal Request
Sponsorship Transfer
Exit - Reentry Visa Request
Business Visa Request
Labor Visa Request
HR receives and updates the
government relation details
in the concerned employee
HR file
Receives the service request
for the different government
relation service and process
the record updates the
details to HR
HR - Govt. Relations
Efficient handling of labor visa’s, foreign
employees’ recruitment requests, agency
authorization and visa stamping activities.
Monitoring available labor visa’s by
profession and nationality, expiry date,
applying new labor visa and visa status
maintenance.
Efficient handling of the following requests
from various departments and updating the
status:
New Iqama, Iqama renewal.
Exit & Exit-Re-entry visa, Sponsorship
transfer.
Business visa, Labor visa & Family visa.
30

Payroll Management
HR Department
Payroll Department
Cash Management
- Payable
Updates Employee
profile file
1. New Hire
2. Merit Increase
3. Transfer
4. Promotion
5. Termination/
Resignation
Register employee
leave details
Enter employee
overtime details
Register employee
late arrival/ permission
details
Process the payroll Generate employee
statutory reports
Prepare the payroll Verify the payroll
Employee salary&allowance
adjust file, leave file,
overtime file, late arrivals
Prepare Cash payment
Voucher
Pending Payroll
Payables
Make the Statutory
Payments due
Issues cheque/
does RTGS transfer
Prepare Bank payment
Voucher
Pays cash to
employees
The automated and integrated Roadmap Payroll helps the HR people to process the payroll with a touch of a button. Also it helps any
department like Finance, Costing, and Production department to fetch and utilize the data for any employee related analysis. Payroll
supports configuring any kind of elements and combinations with a simple configuration tool without the intervention of a technical person.
Roadmap payroll automatically transfers the accumulated/earned liability like leave encashment, gratuity etc., to the respective liability
accounts. Organization can generate and submits the ESI, PF and other statutory from the payroll system.
Bank
Yes
No
Re-prepare
Cash
Payment
through Cash/
Bank
If
Payroll
is ok
Option to prepare payroll multiple times, verify and process
payroll.
Generation of up-loadable ESI, PF Statutory Reports from the
processed payroll .
TDS calculation.
Arrears calculation with retrospective effect.
Maintenance of payroll history.
Tracking employee remuneration history.
System generated periodical/ annual accruals based on the
user-configured formulas.
All mandatory statutory returns.
End of service benefit and final settlement.
Employee current salary and allowance details.
Integration with all other HR modules.
Fully configurable payroll formulae.
Rigid validations over payroll data.
User definable recurring and non-recurring allowances and
adjustments.
Employee overtime additions.
Disbursement of reimbursement.
Prepared / processed payroll summary & details.
Employee account statement.
Bank transfer statements for disbursement of compensation
and benefits.
Employee pay slip / cash employee Statement.
Benefits
Roadmap-HR & Payroll
31

Roadmap-Customer Relationship Management
Marketing
Accounts
(Prospect/ Customer)
Marketing
Commercial
Convert Lead
into Prospect
Receives Regret
letter
Receives Quote Sends Response
Receive Order
Acceptance
Follow up & visit report
Register Feasibility
study details
Prepare Costing
Sheet
Send regret
Letter
Close the
Lead
Register the leads
generated through
various campaigns
Register opportunity from
prospect/ customer
Convert quote into
order
Sends order
acceptance to customer
Order Lost File
Yes Yes
Yes
Yes Prospect
Customer
Yes
Yes
No
No No
No
No
No
Prepare and send
quote to account Create Customer
Roadmap CRM helps the organization to enhance the business prospects, through its marketing module with automated features.
Roadmap CRM marketing module assists the marketing team in identifying prospective customers, trends, track campaigns,
maintaining and tracking customer profile, etc. Through Roadmap Marketing module, complete marketing activities starting from lead
generation upto conversion of order can be handled efficiently.
Customer and Prospect Management.
Opportunity failure analysis/Feasibility Regret analysis.
Registering follow-up and expenses details.
Marketing partner management, Asset Management, Product
Catalog.
Tracking opportunity details by prospect/ customer/ salesperson.
Track the pending quotation details by prospect/ customer/
salesperson.
Track the opportunity pipeline.
Leads Conversion Summary.
Document Management and in-built work flow.
Automatic notification through E-mail / Phone / SMS.
Hit-Rate analysis for decision making.
Cost Monitoring.
Register different type of campaigns (1)Trade show,
(2)Advertisement, (3) BannerAds, (4) Conference, (5) E-mail,
(6) Webinar, (7) Cold Calls with the details of budget, expected
sales count, responses etc.
Register leads which were generated through multiple campaign
program, qualify/disqualify the leads.
Convert qualified lead into prospect and register contact person,
sales person details, etc.
Register opportunity details for the customer/prospect, update
follow-up details, stage & visit report etc.
Register the feasibility study report and sends regret letter for the
opportunities which are not feasible.
Prepare cost sheet for the opportunity lines.
Easy creation of quotation and multiple revisions.
Approve the quotation and converts approved quotations into sales
orders.
Is
Feasible
Re-quote
Required
Order
Received
Is
Account
Prospect?
Is Costing
required?
Feasibility
Study required?
Qualified
Benefits
32

Customer Support
Roadmap-Customer Relationship Management
Customer
Customer
Support
Spares Stores
Raises service
Request
Receives Quote
For service
Acceptance
Receives invoice and
makes the payment
Generate and send
proforma invoice
for AMC
Prepare and
send quotation
Sales Invoicing
with warranty details
Fix appointment and install
the equipment
Update Warranty/ AMC
details for the equipments
Periodical check for
Warranty/ AMC
machine details
Customer service request
Receive material ﬁx
the problem & close the
service order
Enter material consumed,
Labor usage details and
prepare invoice
Track the defective spares
to be received from
service engineer
Receive approved
material request Issue Material
Warranty/ AMC
Per call
Yes
Yes
Yes
No
No
Yes
Create service
Order
Generate Material
request
It is necessary for some of businesses to maintain warranty info for the products sold. Service contract can be executed for the warranty
completed machines. For both the case, it would be necessary to maintain some of spares which would be provided for free of cost
when it is failed and organizations will maintain the periodic service schedule. Roadmap CRM covers all customer support activities
start from registering warranty info, service request upto spares and service invoicing.
Complete tracking from service request registration and upto
service order closing/invoicing by area/service engineer.
Tracking pending service requests by service engineer/territory.
Tracking defective spare inward, warranty validation with
supplier, return to supplier, in-house repair etc.
Analysis of the following:
Machine Service History.
Service engineer work load analysis.
Installation failure.
Service Call ResponseTimeAnalysis.
Service weightage.
Warranty/AMC/ Per call toAMC conversion.
Problem occurring Frequency.
Call & FailureAnalysis.
Automatic creation of warranty records while sales invoicing.
Update installation details for equipments.
Preventive Maintenance service schedule generation from the
invoice/installation date.
Update the Preventive Maintenance completed details.
System generated AMC proposals (Proforma Invoice) for the
warranty/Annual Maintenance Contract completed equipments.
Conversion of Proforma Invoice into invoice for theAMC proposal
accepted.
Registering customer services request and easy access of the
machine Warranty/AMC status and spares covered under
warranty/service contract.
Easy preparation of Proforma Invoice for Per Call basis
equipments, spares/service not covered under warranty/service
contract.
Conversion of Customer Service Requests into Service Orders
Enter material consumption, labor/resources usage for the
service order.
Easy closure of service order and spares invoicing, spares
warranty consumption and service invoicing.
Check
machine
status
Warranty/
AMC expire
Check
spares
coverage &
quote req.
Order
received
Installation
required
Beneﬁts
33

Roadmap - Cost Management
Process Costing
Full Absorption Method
Material Issues
Opening WIP
Transfer In
Material Return
Closing WIP
Transfer Out
FG Receipts
Direct Materials
Periodical/ Yearly GL Balance
Conversion
Factor
Equalizing
Factor
Costing
Pool
Product Unit
Cost
Update
Transaction
Cost
MIS
Reports
Application
Journals
Direct Labor Overhead
By Product
Joint Product
Under a process cost system, costs are accumulated to each process. Input UOP quantities are derived from raw materials issued to
the processes, multiplied by conversion factor, periodical opening WIP and semi finished goods received from other processes being
multiplied by EUPfactor.
To allocate costs for WIP, inventories of partially finished goods at the end of the period in each process must be expressed in terms of
completed units. To derive the quantities of WIP and transfers between processes, it will be calculated after considering the EUP
Factors. Periodical finished goods receipts by stores are valued based on EUP factors. All the above quantities are considered as
output UOPand the input amount (summary of DL, DM and OH) are apportioned based on output UOP.
With Roadmap Cost Management it is easy to trace the split of point for joint products. Besides we have been facilitating with handling
normal / abnormal wastage and by products.
Raw
Material
WIP
Semi
Finished
Goods
Split of
Point
34
Standard Method
WIP
FG Receipts
COGS
Inventory
Direct Materials
Periodical/ Yearly GL Balance
Equalizing
Factor
Actual Cost
Pool
Standard
Cost Pool
Application
Journals
Over / Under
Absorption
Apply Over /
Under absorption
into Inventory
COGS and WIP
Periodical /
Yearly Standard
Cost for the
Product
MIS
Reports
Direct Labor Overhead
By Product
Joint Product
When a standard method is used, it is required that pre-determined calculation of how much cost should be under specified working
conditions. Products are setup with standard cost which are employed in the transaction while receiving Finished Goods, COGS,
calculating WIP. During financial period end actual costs are derived from GL and differences between actual and standard costs are
considered as either overage or shortage. The differences are applied to Inventory, COGS and WIP. Product's standard cost is either
increased or decreased.The new cost would be effective until next cost Rollup / Rollover.
WIP
Finished
Goods
Split of
Point

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