Simor ERP capability guides
Explore specific workflows implemented in Simor ERP, the operating problems behind them, controls worth testing, and the connections between transactions, inventory, production, banking, accounting, payroll, security, and audit.
Accounting and banking
Focused guidance connected to implemented Simor ERP workflows.
Customer Receipts and Invoice Settlement in ERP
Record customer receipts, settle one or more invoices, manage partial and unapplied payments, and keep receivables, banking, and journals connected.
Capability guideSupplier Payments and Purchase Invoice Settlement in ERP
Control supplier payments, invoice selection, due dates, partial settlement, bank posting, approvals, and accounts-payable reconciliation in ERP.
Capability guideBank Statements in ERP: Import, Review and Control
Bring bank statement lines into ERP with account, date, reference, amount, validation, duplicate control, review status, and reconciliation context.
Capability guideBank Reconciliation in ERP: Matching and Exceptions
Reconcile bank statements with customer receipts, supplier payments, transfers, fees, and journal entries using traceable matching and exception review.
Capability guideChart of Accounts Governance in ERP
Design and govern an ERP chart of accounts that supports reliable posting, useful reporting, controlled change, and future business growth.
Capability guideAccounts Receivable and Payable Aging Reports
Use AR and AP aging reports to understand overdue customer balances, upcoming supplier obligations, disputes, credits, and cash timing.
Capability guideGeneral Ledger and Journal Entry Controls
Simor ERP Journal Entries and General Ledger connect operational documents, debit and credit lines, accounts, periods, references, corrections, and.
Capability guideCash Flow Statement and Cash Visibility in ERP
Simor ERP Cash Flow Statement connects bank activity, customer receipts, supplier payments, payroll, tax, operating transactions, and ledger classifications.
Capability guideFiscal Periods and Lock Date Controls in ERP
Define fiscal periods, close accounting windows, prevent unauthorized backdating, and manage controlled adjustments without rewriting reported history.
Capability guideTax Codes, Tax Reports, and Filing Workflow in ERP
Configure tax codes and rates, calculate transaction tax, reconcile tax accounts, prepare reports, and retain filing evidence without hard-coding policy.
Purchasing, sales, inventory, and profitability
Focused guidance connected to implemented Simor ERP workflows.
Supplier Master Data Management in ERP
Simor ERP Suppliers connects purchase orders, receipts, invoices, payments, landed costs, contacts, terms, and purchasing history.
Capability guidePurchase Receipt and Invoice Three-Way Matching
Connect purchase orders, received quantities, supplier invoices, tolerances, approvals, and exceptions through a controlled three-way match.
Capability guideSales Orders, Allocation, and Backorder Control
Simor ERP Sales Orders connects customers, products, prices, available inventory, delivery, invoicing, receipts, COGS, and profitability.
Capability guideSales Delivery, Inventory, and COGS Posting
Connect sales orders, delivery, inventory reduction, invoicing, revenue, COGS, returns, and margin without losing transaction timing.
Capability guideERP Product Master, SKU, Units, and Categories
Simor ERP Products connects SKU, product type, category, unit, price, inventory settings, purchasing, sales, manufacturing, costing, and profitability.
Capability guideLanded Cost Allocation for Purchase Receipts in ERP
Allocate freight, duty, insurance, brokerage, and other landed costs across received products while preserving inventory value and accounting traceability.
Capability guideInventory Valuation History and General Ledger Reconciliation
Calculate inventory quantity and value as of a selected date, trace value movements, and reconcile inventory subledger totals with general ledger accounts.
Capability guideStock Transfer Between Warehouses and Locations in ERP
Control stock transfers between warehouses and internal locations with shipment, receipt, in-transit visibility, permissions, and inventory traceability.
Capability guideERP Reorder Rules and Safety Stock
Set minimum stock, maximum stock, safety stock, reorder quantity, and replenishment rules using demand, supply, lead time, and service risk.
Capability guideEffective Price Lists for Sales and Purchasing in ERP
Manage sales and purchase price lists with effective dates, units, customer or supplier context, defaults, approvals, and traceable price selection.
Capability guideJob Costing: Budget, Actual Cost, Revenue, and Profit
Connect project or job budgets with actual labour, materials, purchases, revenue, commitments, and profit without rebuilding results in spreadsheets.
Capability guideFixed Assets and Depreciation Lifecycle in ERP
Manage fixed asset acquisition, categories, books, depreciation, adjustments, transfers, disposals, and general ledger posting with traceable controls.
Manufacturing operations
Focused guidance connected to implemented Simor ERP workflows.
Production Orders and Work Orders in ERP
Simor ERP connects BOM, routing, work centre, production order, work order, material consumption, time, output, quality, scrap, and cost.
Capability guideWork Center Capacity and Resource Rates
Simor ERP Manufacturing connects work centres and resources with routings, work orders, time logs, rates, scheduling, and production cost.
Capability guideMRP Pegging and Demand-Supply Traceability
Use MRP pegging to explain which demand created planned supply across finished goods, components, purchase orders, and production orders.
Capability guideBOM and Routing Version Control in Manufacturing ERP
Control BOM and routing versions by product, date, quantity, site, approval, production order, material requirement, labour, and cost.
Capability guideUnbuild and Reverse Production Orders in ERP
Plan a controlled ERP workflow for unbuilding finished goods, recovering components, reversing production status, handling scrap, and correcting cost.
Capability guideManufacturing Quality Points and Quality Checks in ERP
Define manufacturing quality points, record inspection results, control failures, and connect quality decisions with production orders and inventory.
Capability guideManufacturing Subcontracting Workflow in ERP
Connect subcontracted production operations with vendors, materials, purchase records, receipts, quality, production status, and actual manufacturing cost.
Capability guideManufacturing Cost Rollup from BOM and Routing
Roll material, labour, resource, and overhead rates through BOM levels and routings to calculate explainable manufactured product cost.
Capability guideProduction Scrap Tracking and Manufacturing Cost Control
Record production scrap by order, operation, product, quantity, reason, and cost while protecting inventory and manufacturing evidence.
Capability guideProduction Time Logs and Actual Labour Cost in ERP
Capture setup, run, pause, and completion time by work order and resource to improve actual manufacturing cost and capacity evidence.
Audit, security, payroll, and employee access
Focused guidance connected to implemented Simor ERP workflows.
ERP Dashboard KPIs and Drill-Down
Simor ERP Dashboard brings financial, sales, purchasing, inventory, manufacturing, and activity signals into one operational view.
Capability guideFinancial Audit Trail in ERP: Integrity and Evidence
Preserve financial change history, posting evidence, integrity checks, archived records, and role separation in an ERP financial audit trail.
Capability guideERP System Audit: Login, Access, Changes and Exports
Review ERP login, logout, page views, denied access, data changes, exports, and cleanup activity with role-restricted system audit records.
Capability guideERP Roles, Permissions, and License Control
Manage ERP roles, permissions, user status, module access, license dates, user limits, segregation of duties, and security audit evidence.
Capability guideCanada Payroll Remittance and Year-End ERP Workflow
Connect payroll runs, deductions, remittance records, ROE, final pay, year-end reporting, employee pay access, and accounting with validation controls.
Capability guideCanada Payroll Final Pay and ROE Workflow
Coordinate final pay, vacation, benefits, deductions, remittances, records of employment, approvals, employee records, and payroll accounting in Canada.
Capability guideCanada Payroll Benefits and Deductions
Simor ERP Payroll connects employees, benefits, payroll runs, deductions, remittances, compliance, year-end, payslips, and accounting.
Capability guideEmployee Self-Service for Pay and Time Off
Simor ERP My Portal includes My Pay for pay information and payslips, and My Time Off for balances, requests, and status.
Connect the guide to your own operating requirements
Walk through the live Simor ERP product and discuss configuration, customization, migration, integration, deployment, and support.