Geltek-Medika automated operational accounting

2017: Automation based on solutions "1C: ERP Enterprise Management 2.2" and "1C: Document Management 8 KORP"

In May 2017, it became known about the end of automation on the basis of 1C: ERP Enterprise Management 2 of the Russian manufacturer of medical contact devices for ultrasound and functional diagnostics, ophthalmology, Geltek-Medica LLC.

LLC Geltek-Medica (2017)

In February 2016, together with 1C: April Soft, a project was initiated to implement 1C: ERP Enterprise Management 2.2 in parallel with the 1C: Document Management 8 CORP automation project to implement the integration of the two systems. The main goal of the project was to calculate the management cost of a product unit with the transition to a new progressive system of integrated automation of accounting and management of the enterprise 1C: ERP Enterprise Management 2.2.

Project course

During the project implementation the following works were performed:

• Advice on selection software and options for its support
• Sell Selected Software Products
• Collection and analysis of customer requirements for the automated system
• Work Milestones Planning, Work Scheduling
• Methodological support of specific features of accounting and control in the automation system (requirements for adaptation)
• Creating Interfaces and User Rights Sets
• Technical implementation of specific features of accounting and control in the automation system (adaptation)
• Integration with other 1C: Enterprise-based systems
• Initial settings of standard/industry solution (program) to start record keeping
• Enter Initial Balances/Assist in Entering Initial Balances
• Migrating data from previous automation systems
• Customer Office Individual Training
• Group Training in Partner Training Class 1C
• Create models for each block being implemented, taking into account the characteristics of the operations in "1C: ERP Enterprise Management 2.2"
• Definition of rules of NSIs maintenance
• Training of users
• Pilot operation of units
• Putting the units into industrial operation

At the same time, the following customer needs were realized:

• APC Automation for Mobile Applications
• To automate the tasks of the quality service, a significant revision of the system has been made.
• Seamless integration of ERP and DOs has been set up (at the same time, the implementation project "1C: Workflow 8 CORP" was carried out).
• A new functionality is implemented in the Sales block: automatic write-off by series
• Input control of raw materials is automated (taking into account the situation when unverified raw materials cannot be put into operation)
• Automated intermediate and output control of finished products, as well as storage control
• A pattern write-off scheme has been developed
• Mechanisms for allocating the costs related to the financial result to the cost of products for the purposes of enterprise management have been finalized; A number of reports have been developed for cost analysis.
• Integrated with the following subsystems:
  • Module 1C: Motor Vehicle Management for 1C: ERP Enterprise Management 2.2
  • 1C-Bitrix.

Project result

Are automated:

• Workflow (ECM)
• Office-work
• Accounting of contracts
• Accounting and control of execution of orders
• Record-keeping and storage of documents
• Time & Attendance
• Procurement and Supplier Relationship Management
• Mutual settlements with suppliers
• Order Vendors
• Planning of purchases
• Supplier Relationship Management
• Goods Receipt Accounting
• Generate payment schedule for vendors
• Different Industry Specifics
• Production, services
• Material Requirements Planning
• Calculation of actual cost price
• Quality certification of raw materials and products
• Composition Management and Product Structure, Recipe
• Production Cost Accounting
• Asset Accounting, Depreciation Calculation
• Accounting for Production Orders
• Recording of overalls and special equipment
• Accounting for services of a productive nature
• Sales, Logistics and Transport Management (SFM, WMS, TMS)
• Sales, service, marketing
• ABC/XYZ Sales Analysis
• Settlements with buyers
• Wholesale trade
• Ordering Buyers
• Planning of sales
• Generation of payment receipt schedule
• Pricing, price lists
• Warehouse and Logistics
• ABC/XYZ Inventory Analysis
• Packaging and disassembly of the product
• Control and accounting of serial numbers, expiration dates and certificates
• Reservation of TMC
• Inventory Management
• Inventory of materials in shop pantries
• Finance, management accounting, performance monitoring
• Management accounting
• Management Accounting and Costing by ABC
• Accounting, tax, budget, including regulated reporting
• Accounting
• Bank and cash desk
• End of the period
• Fixed assets
• Production operations
• Payroll and Personnel Accounting
• Settlements with counterparties
• The regulated reporting
• Goods and Material Assets
• Trade operations
• Accounting in separate units
• Tax accounting

In addition, as a result of the project:

• Record keeping for raw materials and finished products series is organized. Traceability of raw material series use is provided, and from which particular raw material each batch of products is produced.
• In the unified information space 1C: ERP Enterprise Management 2.2 and 1C: Document Management 8 are subject to the procedures for agreeing contracts, orders, requests for cash consumption.
• A mechanism for automatic selection of series using the FEFO method has been developed, taking into account the fact that the batch of raw materials or products has passed the quality check.
• Sales documents are exchanged with individual buyers.
• When working with customer orders, the status is used, which allows you to get information about the current status of the order at any time.
• An order scheme for working with a remote department is organized, which allows you to track the dispatch and receipt of products, dividing them into reflected operations.
• Additional forms for export sales, various operational management reports have been created.
• The mechanism of operational accounting of performed operations, material consumption, quality parameters, equipment operation parameters has been developed. The traceability of materials use and prompt receipt of information on the progress of the production process are organized.
• Transparent accounting of materials in workshops is organized through the allocation of shop pantries.
• Tools have been developed for recording quality parameters, both input raw materials and manufactured products, as well as parameters in the production process.
• Analytical and statistical reports have been developed to track the quality parameters of the item required for cosmetic products;
• Reports have been developed with the help of which it is possible to quickly obtain reliable information necessary for making management decisions.
• The Production Manager Assistant has been developed to automatically (according to the schedule) generate orders for materials for production, reserve materials by stages and transfer the stage to the "Execution" state when the stage is fully provided.
• "1C: Workflow 8 CORP" is implemented within the following subsystems:
  • Records management;
  • Account and storage of documents (work with the entering and outgoing documents, work with internal documents (orders, orders, provisions, instructions, guidelines));
  • Contract accounting;
  • Accounting and monitoring of tasks and orders;
  • Recording of working hours;
  • Work with projects;
  • Internal forum of the company;
  • Organization of built-in mail client.