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ERP | PDF
1Carlos J. Costa (ISEG) Manuela Aparicio (ISCTE-IUL)
ERP
Enterprise Resource Planning
Carlos J. Costa
Agenda
• ERP- The official history
• ERP concept
• ERP- Integrated System
• Advantages to management
• ERP Architecture
• Market
• Open Source
• Law and Tax Issues
Carlos J. Costa 2
ERP – The Official History

ICS- Inventory Control Systems

MRP – Material Requirement Planning

MRP II – Manufacturing Resource
Planning

ERP – Enterprise Resource Planning

ERP II- Enterprise Resource Planning
II
Carlos J. Costa 3
Anos
50
Anos
50 19841984 19901990
ICS MRP II ERP
19641964
MRP
20052005
ERP II
ERP – The Official History
Carlos J. Costa 4
Concept
•Enterprise Resource Planning
•Set of very integrated programs
•Information is introduced just once in the system
•Allows integration of information and processes
supported in information
•Is supported in DBMS
•Customizable
Carlos J. Costa 5
Concept
• Davenport (1988), presented the architecture of a ERP.
• In the center it is database with data from all the
modules.
• Each module supports a functional area (Davenport,
1998).
Carlos J. Costa 6
ERP Architecture
Carlos J. Costa 7
(Davenport, 1998)
ERP as Integrated System
Carlos J. Costa 8
ERP II
• ERP II is a transformation of ERP into a new
generation of entreprise systems.
(Møller, 2005)
• Collaborative tools, (e.g. social networks)
available in Web 2.0, have the potentiality to
improve business processes and should be
consideres in the ERP II.
(Grabot, Mayere, Lauroua, & Houe, 2014)
Carlos J. Costa 9
ERP II
Carlos J. Costa
Advantages of ERP
• Support business growth
• Change Legacy systems
• Improve business processes
• Reduce maintainance
• Reduce administrative Costs
• Prevent input of redundact data
• Decrease stoks maintance costs
• Decrease data entrance errors
• Multi currency systems are possible
• Decrease system operation costs
• Prevent delays and error in client orders
• Integrate applications
• Standardize processes
Carlos J. Costa 11
Carlos J. Costa 12
Carlos J. Costa
Carlos J. Costa 14
Carlos J. Costa 15
Firms
Carlos J. Costa 16
SAP
Carlos J. Costa 17
ORACLE
Carlos J. Costa 18
SAGE
Carlos J. Costa 19
Microsoft Dymamics
Carlos J. Costa 20
National Market
Carlos J. Costa 21
Primavera
Carlos J. Costa 22
PHC
Carlos J. Costa 23
Open Source
Carlos J. Costa 24
WEBERP
Carlos J. Costa 25
OpenBravo
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Compiere
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FrontAccounting
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ADempiere
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ERPNext
Carlos J. Costa 30
Invoice software
certification (Portugal)

Law:
 Portaria n.º 363/2010, de 23 de Junho
 Portaria n.º 22-A/2012, de 24 de janeiro
 Portaria n.º 340/2013, de 22 de novembro
 Especificação dos requisitos técnicos – Despacho n.º
8632/2014 de 03 de julho, do Diretor-Geral da AT
 http://info.portaldasfinancas.gov.pt/pt/apoio_contribuinte/Cert
ificacaoSoftware.htm

List of certified software
 https://www.portaldasfinancas.gov.pt/pt/TC/Out/consultaProgCertificadosM24.a
ction?&pagina=22
Carlos J. Costa 31
Invoice
• Invoice
• Legal definition(código art. 36º CIVA)
– http://info.portaldasfinancas.gov.pt/pt/informacao_fiscal/co
digos_tributarios/civa_rep/iva36.htm
• Issueing of copy of invoice till 5 days after transaction
• Data and numbers sequencial order
• Name of company, Address and Tax Number
• Quantities and Item names
• Price without taxes and tax rate applied
• Date where itens were supplied to client
Carlos J. Costa 32
e-fatura

https://faturas.portaldasfinancas.gov.pt/
Carlos J. Costa 33
Electronic Incoice
Electronic Invoice = Fatura Electronica
E-Fatura != Fatura Electronica
Integrating eGov and
eBanking
Carlos J. Costa 35
Carlos J. Costa 36
Sites

Associação de Empresas de Sotware de Open Source de Portugal (
http://www.esop.pt/)

Associação Portuguesa de Software (http://www.assoft.org/)

Dynamics (http://www.microsoft.com/en-us/dynamics/)

Odoo (https://www.odoo.com/)

Oracle
(https://www.oracle.com/applications/enterprise-resource-planning/)

PHC (http://www.phc.pt/)

PrimaveraBSS (http://www.primaverabss.com)

Sage (http://www.sage.com/)

SAP (http://www.sap.com)

Tryton (http://www.tryton.org/)
Carlos J. Costa 37
Some References
Carlos J. Costa, Edgar Ferreira, Fernando Bento, and Manuela Aparicio. 2016. Enterprise Resource Planning Adoption
and Satisfaction Determinants,” Comput. Hum. Behav., vol. 63, no. C, pp. 659–671, Oct.
Carlos J. Costa. 2010. Testing usability of ERP open source systems. In Proceedings of the Workshop on Open Source
and Design of Communication (OSDOC '10). ACM, New York, NY, USA, 25-30. DOI=10.1145/1936755.1936763
http://doi.acm.org/10.1145/1936755.1936763
Mario Batista, Carlos J. Costa, and Manuela Aparicio. 2013. ERP OS localization framework. In Proceedings of the
Workshop on Open Source and Design of Communication (OSDOC '13). ACM, New York, NY, USA, 1-8.
DOI=10.1145/2503848.2503849 http://doi.acm.org/10.1145/2503848.2503849
Ana Isabel Mendes Duarte and Carlos J. Costa. 2012. Information systems: life cycle and success. In Proceedings of
the Workshop on Information Systems and Design of Communication (ISDOC '12). ACM, New York, NY, USA, 25-30.
DOI=10.1145/2311917.2311923 http://doi.acm.org/10.1145/2311917.2311923
Carlos J. Costa and Manuela Aparicio. 2011. ERP and assistance systems. In Proceedings of the 11th WSEAS
international conference on Applied informatics and communications and Proceedings of the international
conference on Computational engineering in systems applications (AIASABEBI'11), Myriam Lazard, Andris Buikis, S.
Yuriy Shmaliy, Roberto Revetria, and Nikos Mastorakis (Eds.). World Scientific and Engineering Academy and Society
(WSEAS), Stevens Point, Wisconsin, USA, 216-221.
Carlos J. Costa. 2010. Supporting ERP open source customization with UML. In Proceedings of the Workshop on
Open Source and Design of Communication (OSDOC '10). ACM, New York, NY, USA, 31-34.
DOI=10.1145/1936755.1936764 http://doi.acm.org/10.1145/1936755.1936764
Nuno G. Lopes and Carlos J. Costa. 2008. ERP localization: exploratory study in translation: European and Brazilian
Portuguese. In Proceedings of the 26th annual ACM international conference on Design of communication (SIGDOC
'08). ACM, New York, NY, USA, 93-98. DOI=10.1145/1456536.1456555
http://doi.acm.org/10.1145/1456536.1456555
Carlos J. Costa 38

ERP

  • 1.
    1Carlos J. Costa(ISEG) Manuela Aparicio (ISCTE-IUL) ERP Enterprise Resource Planning Carlos J. Costa
  • 2.
    Agenda • ERP- Theofficial history • ERP concept • ERP- Integrated System • Advantages to management • ERP Architecture • Market • Open Source • Law and Tax Issues Carlos J. Costa 2
  • 3.
    ERP – TheOfficial History  ICS- Inventory Control Systems  MRP – Material Requirement Planning  MRP II – Manufacturing Resource Planning  ERP – Enterprise Resource Planning  ERP II- Enterprise Resource Planning II Carlos J. Costa 3 Anos 50 Anos 50 19841984 19901990 ICS MRP II ERP 19641964 MRP 20052005 ERP II
  • 4.
    ERP – TheOfficial History Carlos J. Costa 4
  • 5.
    Concept •Enterprise Resource Planning •Setof very integrated programs •Information is introduced just once in the system •Allows integration of information and processes supported in information •Is supported in DBMS •Customizable Carlos J. Costa 5
  • 6.
    Concept • Davenport (1988),presented the architecture of a ERP. • In the center it is database with data from all the modules. • Each module supports a functional area (Davenport, 1998). Carlos J. Costa 6
  • 7.
    ERP Architecture Carlos J.Costa 7 (Davenport, 1998)
  • 8.
    ERP as IntegratedSystem Carlos J. Costa 8
  • 9.
    ERP II • ERPII is a transformation of ERP into a new generation of entreprise systems. (Møller, 2005) • Collaborative tools, (e.g. social networks) available in Web 2.0, have the potentiality to improve business processes and should be consideres in the ERP II. (Grabot, Mayere, Lauroua, & Houe, 2014) Carlos J. Costa 9
  • 10.
  • 11.
    Advantages of ERP •Support business growth • Change Legacy systems • Improve business processes • Reduce maintainance • Reduce administrative Costs • Prevent input of redundact data • Decrease stoks maintance costs • Decrease data entrance errors • Multi currency systems are possible • Decrease system operation costs • Prevent delays and error in client orders • Integrate applications • Standardize processes Carlos J. Costa 11
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    Invoice software certification (Portugal)  Law: Portaria n.º 363/2010, de 23 de Junho  Portaria n.º 22-A/2012, de 24 de janeiro  Portaria n.º 340/2013, de 22 de novembro  Especificação dos requisitos técnicos – Despacho n.º 8632/2014 de 03 de julho, do Diretor-Geral da AT  http://info.portaldasfinancas.gov.pt/pt/apoio_contribuinte/Cert ificacaoSoftware.htm  List of certified software  https://www.portaldasfinancas.gov.pt/pt/TC/Out/consultaProgCertificadosM24.a ction?&pagina=22 Carlos J. Costa 31
  • 32.
    Invoice • Invoice • Legaldefinition(código art. 36º CIVA) – http://info.portaldasfinancas.gov.pt/pt/informacao_fiscal/co digos_tributarios/civa_rep/iva36.htm • Issueing of copy of invoice till 5 days after transaction • Data and numbers sequencial order • Name of company, Address and Tax Number • Quantities and Item names • Price without taxes and tax rate applied • Date where itens were supplied to client Carlos J. Costa 32
  • 33.
  • 34.
    Electronic Incoice Electronic Invoice= Fatura Electronica E-Fatura != Fatura Electronica
  • 35.
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    Sites  Associação de Empresasde Sotware de Open Source de Portugal ( http://www.esop.pt/)  Associação Portuguesa de Software (http://www.assoft.org/)  Dynamics (http://www.microsoft.com/en-us/dynamics/)  Odoo (https://www.odoo.com/)  Oracle (https://www.oracle.com/applications/enterprise-resource-planning/)  PHC (http://www.phc.pt/)  PrimaveraBSS (http://www.primaverabss.com)  Sage (http://www.sage.com/)  SAP (http://www.sap.com)  Tryton (http://www.tryton.org/) Carlos J. Costa 37
  • 38.
    Some References Carlos J.Costa, Edgar Ferreira, Fernando Bento, and Manuela Aparicio. 2016. Enterprise Resource Planning Adoption and Satisfaction Determinants,” Comput. Hum. Behav., vol. 63, no. C, pp. 659–671, Oct. Carlos J. Costa. 2010. Testing usability of ERP open source systems. In Proceedings of the Workshop on Open Source and Design of Communication (OSDOC '10). ACM, New York, NY, USA, 25-30. DOI=10.1145/1936755.1936763 http://doi.acm.org/10.1145/1936755.1936763 Mario Batista, Carlos J. Costa, and Manuela Aparicio. 2013. ERP OS localization framework. In Proceedings of the Workshop on Open Source and Design of Communication (OSDOC '13). ACM, New York, NY, USA, 1-8. DOI=10.1145/2503848.2503849 http://doi.acm.org/10.1145/2503848.2503849 Ana Isabel Mendes Duarte and Carlos J. Costa. 2012. Information systems: life cycle and success. In Proceedings of the Workshop on Information Systems and Design of Communication (ISDOC '12). ACM, New York, NY, USA, 25-30. DOI=10.1145/2311917.2311923 http://doi.acm.org/10.1145/2311917.2311923 Carlos J. Costa and Manuela Aparicio. 2011. ERP and assistance systems. In Proceedings of the 11th WSEAS international conference on Applied informatics and communications and Proceedings of the international conference on Computational engineering in systems applications (AIASABEBI'11), Myriam Lazard, Andris Buikis, S. Yuriy Shmaliy, Roberto Revetria, and Nikos Mastorakis (Eds.). World Scientific and Engineering Academy and Society (WSEAS), Stevens Point, Wisconsin, USA, 216-221. Carlos J. Costa. 2010. Supporting ERP open source customization with UML. In Proceedings of the Workshop on Open Source and Design of Communication (OSDOC '10). ACM, New York, NY, USA, 31-34. DOI=10.1145/1936755.1936764 http://doi.acm.org/10.1145/1936755.1936764 Nuno G. Lopes and Carlos J. Costa. 2008. ERP localization: exploratory study in translation: European and Brazilian Portuguese. In Proceedings of the 26th annual ACM international conference on Design of communication (SIGDOC '08). ACM, New York, NY, USA, 93-98. DOI=10.1145/1456536.1456555 http://doi.acm.org/10.1145/1456536.1456555 Carlos J. Costa 38