winter 2008 masters in open source erp - red1red1.org/aaa/asia-eu-toc.pdf · msc in open source erp...

Winter 2008

PROGRAM

Masters Degree - Open Source ERP

LECTURERS/SUBJECT MATTER EXPERTS

Redhuan D. Oon

LEADER OF ADEMPIERE PROJECT, ADVISOR

ADempiere Deutschland e.V.

Nahmitzer Damm 32

12277 Berlin Germany

telephone: +49-30-69203854-0

fax: +49-30-69203854-9

Nurhizam Shafie

DEAN OF SCHOOL OF ICT

Asia e-University

Malaysia.

Masters in Open Source ERP

MSc in Open Source ERP 1

Summer 2008

List of Modules Page

MODULE 1 - THE WEB ECONOMY 3MODULE 2 - ERP APPLICATION SETUP AND OPERATION 7MODULE 3 - ERP PRESALES AND BUSINESS ANALYSIS 10MODULE 4 - ERP ACCOUNTING 13MODULE 5 - ERP REPORTING 16MODULE 7 - ERP COMPONENTS 22MODULE 8 - ERP IMPLEMENTATION 25MODULE 9 - ERP PROJECTS 28MODULE 10 - ERP ENTREPRENEURSHIP 31


Copyright (c) 2009 All Rights Reserved R.D. Oon, N. Shafie page 2

Summer 2008

MODULE 1 - THE WEB ECONOMY

CREDIT HOURS: 3 (120 learning hours per semester)

SEMESTER AND YEAR: 1/1

PRE-REQUISITE: Research Capability

TEACHING METHOD: Self Independent Study, Tutorial and On-line

Participation

ASSESMENT DETAIL:

On-line Participation 5%

Individual Assignment 15%

Case Study/Group Assignment 20%

Mid Term Exam 20%

Final Examination 40%

OBJECTIVES:

The objectives of this subject are:

▪ To explore the impact of the explosive Web and Open Source on certain economies, its trends, and business software development

▪ To provide important exposure and skills in web social engineering for Open Source ERP (OS ERP)

▪ To grasp the rules of creating a self-sustaining web presence.

▪ To prepare for practical work during the technical subjects of software de-velopment and project management

The student can gain maximum benefit from undertaking this subject and use it as part of their career and professional development.

LEARNING OUTCOMES:

On completion of this subject, the student would be able to:

▪ Understand and explain the importance of the Web in the new economy of evolving business applications versus the old.



Summer 2008

▪ Create their web presence among the community and evolve their area of focus.

▪ Manage on a survival basis the various web tools such as IRC, Forums, Wiki and other portalised mediums.

▪ Conduct themselves confidently online among the community with adher-ence to basic etiquette.

▪ Calculate and debate the viable cost/benefit option among various choices and opinions when choosing a software.

SYNOPSIS:

This module is an important foundation that will govern the students' behaviour in been a future and successful Open Source ERP practitioner. Critical under-standing of the principles that ensure better and faster evolving of a software product and knowledge base versus the traditional version. Among the subject matters covered are how software development is affected by Open Source, its pros and cons, community open source versus commercial open source, Total Cost of Ownerships, and critical issues facing users of OS ERP.

Chapter 1 What is The Web (20 hrs)

▪ Consequences of the Web on global economy and human behaviour - its impact on Open Source ERP.

▪ The Web is The Computer. This topic exposes the impact of the web on the desktop environment, making it borderless as if it is in the same room.

▪ The Web Changes Everything. This topic goes further to see how the web transforms both social and economic activity.

▪ Attention Economy. This topic explains the main constraint upon the users and thus how it is used in determining a web based economic or social model.

▪ Various Models of Web Economies

▪ Traffic is King. This topic explains how some models assume that traffic is a sole determinant of success.

▪ Content is King. This topic explains how content can determine user behav-iour.



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▪ Community is King. This topic regards a political view that there must be leadership in the chaotic web.

▪ Email and Mailing Lists. This topic looks at Email as a killer app that is ubiquitous to all users.

▪ Forums and Blogs. This topic looks at how buletin boards has become a cornerstone in web social activity.

▪ Second Life. This topic looks at to what extent can the web displaces real social activity and experience.

Chapter 2 - The Cathedral and The Bazaar(15 hrs)

▪ Brief History of Open Source

▪ Linus vs Tannenbaum

▪ Bazaar Culture and Policy

▪ Microsoft vs The World

Chapter 3 - Getting Online and Staying Online(20hrs)

▪ Critical Tools and Skills.

▪ Levels of Participation.

▪ Social Engineering.

Chapter 4 - Total Cost of Ownership(15 hrs)

▪ Why isn't everyone using Linux?

▪ Costs of Gaps.

▪ TCO Pyramid.

▪ TCO Strategy.

Chapter 5 - Web for Business(15 hrs)

▪ Branding philosophy.



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▪ Marketshare and Mindshare.

▪ Collaborative Community.

▪ Seeking a Niche.

▪ Positioning and Aligning.

Chapter 6 - Contemporary Open Source (20 hrs)

▪ Licensing & Business Models.

▪ Community OS vs Commercial OS.

▪ Business As Usual.

▪ Institutionalising Open Source.

Chapter 7 - Next Generation (15 hrs)

▪ Era of Convergence.

▪ Google-ERP - The Single Window.

▪ IPhone-ERP - Sensory Computing.

▪ Universal Supply Chain.



Summer 2008

MODULE 2 - ERP APPLICATION SETUP AND OPERATION



PRE-REQUISITE: Internet Access Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To download resources of an Open Source ERP application

▪ To be able to setup the Application from scratch

▪ To operate the business cycle and rules within an ERP


LEARNING OUTCOMES:


▪ Setup an ERP System from an Open Source project

▪ Go though the standard business flows using the ERP System

▪ Import legacy data into new ERP Application

▪ Generate financial reports from the ERP system



Summer 2008

SYNOPSIS:

This subject allows the students to practice the setup of a raw ERP Application from a sample Open Source project from scratch. It involves practice and going through the standard steps and stages of an ERP implementation. A sharp learn-ing curve is expected here to grasp the subject matter behind ERP and an Open Source project at the same time.

Chapter 1 - Install Application (30 hrs)

▪ Download Resources

▪ Setup Environment

▪ Setup Java

▪ Setup PostgreSQL

▪ Setup Properties

▪ Setup ADempiere

▪ Launch ADempiere

▪ Launch Application Server

Chapter 2 - Setup New Shop (15 hrs)

▪ Initial Client Setup

▪ Importing Accounts

▪ Importing Master Data

▪ Setting up Document Type

▪ Update Sequencing

Chapter 3 - Materials I (15 hrs)

▪ Planning Product Categories

▪ Setting up Products

▪ Setting up Pricings

▪ Setting up Delivery Rules



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▪ Setting up Replenishment Rules

Chapter 4 - Business Partners(15 hrs)

▪ Setting up BPartners Categories

▪ Setting up BPartners

▪ Setting Up Locations

▪ Setting up Payment Terms

Chapter 5 - Purchase Cycle

(15 hrs)

▪ Raising A Requisition and Approval

▪ Generating and Completing A Purchase Order

▪ Materials Receipts

▪ Generating Vendor Invoice and Vendor Payments

▪ Posting to Accounts

Chapter 6 - Sales Cycle

(15 hrs)

▪ Different Types of Sales Orders

▪ Shipment and Customer Invoice

▪ Payment Allocation

Chapter 7 - Materials II(15 hrs)

▪ Build of Materials

▪ Staging Area

▪ Picking List

▪ Book Inventory

▪ Stock Valuation

▪ Internal Use



Summer 2008

MODULE 3 - ERP PRESALES AND BUSINESS ANALYSIS



PRE-REQUISITE: Understanding of General Business


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To understand the issues facing a prospective customer of an ERP

▪ To be familiar with the pre-sales cycle and proposal making

▪ To understand the prospect's evaluation process in considering an ERP proposal

▪ To grasp the methodology and practice of business analysis for an ERP


LEARNING OUTCOMES:


▪ Devise a strategy to sell his/her services in the market

▪ Go through a pre-sales cycle and identify the issues and address them

▪ Introduce a methodology to capture the prospects needs

▪ Conduct a scoping and pre-qualification analysis



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▪ Present a proposal set to the prospect as well as the internal implementing team

SYNOPSIS:

This subject brings to the student important business context in which ERP Sys-tems are evaluated before implementation. Starting from the pre-sales process right up to proposal delivery and closing the deal. The prospect has many issues and need to be confident that the would-be implementor can address them.

Chapter 1 - Selling ERP

(20 Hrs)

▪ Know Your ERP - What It Is And Is Not

▪ ERP Players In The Market

▪ Suspect Or Prospect? - The Prequalifying Stage

▪ People Are Not Free - Selling Services

▪ Knowing The Territory - And Selling Yourself

▪ Users Want Functionality First

Chapter 2 - Pre-Sales Cycle

(20 Hrs)

▪ Setting The Stage - The Call

▪ Various Roles In The Team - From Sales To Engineering Support

▪ Initial Meeting - What To Expect And Prepare For

▪ Handling Opposition And Competition

▪ Understanding The Client

▪ Preview Demo ERP Via Online Or Virtual Machine

Chapter 3 - Business Analysis

(30 Hrs)

▪ ERP Functional Model

▪ Gathering Preliminary Information

▪ Interviewing The Key Personnel

▪ Drawing Up Business And Operatonal Flows



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▪ Calculating Return On Investment

Chapter 4 - Proposal Making

(30 Hrs)

▪ Proposal Template

▪ Setting The Tasks And Pricings

▪ Needs And Benefits Statement

▪ Scoping Phases

▪ Proposal Work

Chapter 5 - OS Sales Strategy

(20 Hrs)

▪ OS Services Pricing Model

▪ Prelim Charges For Scoping Exercise

▪ Packaging Services

▪ Rate Card For Standard Costs And Discounts

▪ Aligning With Friends

▪ Level Of Consultancy And Market Needs

▪ Sub Contractor / Consultant



Summer 2008

MODULE 4 - ERP ACCOUNTING



PRE-REQUISITE: Basic Accounting Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To grasp the core Accounting Principles behind ERP processes

▪ To appreciate the global different localisation on Accounting

▪ To know the Accounting Consequences of the main Document Types

▪ To understand the Financial Management needs and issues of ERP Learn-ing


LEARNING OUTCOMES:


▪ Demonstrate basic simple accounting equations

▪ Perform GL Journal entries in the ERP application

▪ Trace the Accounting Consequence of each document process in ERP

▪ Troubleshoot and suggest modifications to the accounting model

▪ Produce Financial Reports from the ERP System



Summer 2008

SYNOPSIS:

This subject handles just enough accounting and financial aspects of the ERP system. It covers the supply chain accounting consequences, where the ERP pro-duces a complete balanced set of financial reports for periodic as well as regula-tory purposes.

Chapter 1 - Basic Accounting

(15 Hrs)

▪ Concept Of ERP Accounting (Perpetual, And Default Accounts Posting)

▪ Accounting Equation And Its Transactions (Assets, Liabilities, Revenues, Costs)

▪ Basic Trial Balances, T-accounts And Drawing Up Simple Accounts

Chapter 2 - Accounting Setup (20 Hrs)

▪ Commitment And Accrual Accounting

▪ The Chart Of Accounts

▪ Accounting Schemas

▪ Default Account Elements

▪ Budgetary Planning And Commitment Accounting

Chapter 3 - Accounting Consequence (20 Hrs)

▪ Accounting Types

▪ Document Type Concept

▪ Document Posting Of Accounting Facts

▪ Source Code Logic

Chapter 4 - Accounting Viewer (15 Hrs)

▪ Account Type

▪ Summary And Groupings



Summer 2008

▪ Dimensions

Chapter 5- Project Accounting (20 Hrs)

▪ Acitivity Based Accounting

▪ Project Code

▪ RFP And Tender Handling

▪ E-Bidding And E-Marketplace

Chapter 6 - GL Journal (15 Hrs)

▪ Double Entry Via Journal Batches

▪ Processing Batches

▪ Journal Proof

Chapter 7 - Product Assets (15 Hrs)

▪ Type Of Assets

▪ Fixed Assets Accounting

▪ Production Assets Accounting

▪ Assets Maintenance And Depreciation



Summer 2008

MODULE 5 - ERP REPORTING



PRE-REQUISITE: Basic Computer Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To appreciate the era of Business Intelligence in ERP

▪ To be familiar with BI Tools and related processes


LEARNING OUTCOMES:


▪ Understand Reporting Needs of ERP

▪ Perform some standard Printout of documents and Financial Analysis

▪ Handle integration of ERP to 3rd party reporting tools

▪ Modify reporting formats to professional user requirements

SYNOPSIS:

This subject looks into the reporting needs of an ERP System leading to Finan-cial Reporting and Business Intelligence for the end users. Popular concepts from



Summer 2008

Master-Detail, Cross-Tab until cube drilling are exposed here. Practical hands-on skill building in preparing standard and modified printouts.

Chapter 1 - Reporting Basics(15 Hrs)

▪ Printer Selection

▪ Printing Basics

▪ Print Formats

Chapter 2 - Document Printing (20 Hrs)

▪ Orders And Invoice Printing

▪ Inventory Movement

▪ Payments

▪ Drill Through

Chapter 3 - Advanced Reporting(20 Hrs)

▪ Aging Analysis

▪ Cash Flow Analysis

▪ Budgetary Reporting

Chapter 4 - Financial Reporting(20hrs)

▪ Column Set Definition

▪ Row Set Definition

▪ Creating Financial Analysis

▪ Using Jasper Reports



Summer 2008

Chapter 5 - Regulatory Reporting(20 Hrs)

▪ GAAP And Other Standards

▪ Trial Balance And Balance Sheet

▪ Taxation Reporting

Chapter 6 - Using JasperReports(20 Hrs)

▪ IReports Editor

▪ Parameters And DataTypes

▪ Programming Object Interface

▪ Compiliing And Deployment



Summer 2008

MODULE 6 - ERP SOFTWARE AND DEVELOPMENT



PRE-REQUISITE: Basic Computing Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To know how the software operates in running the ERP System

▪ To learn just enough Java, SQL and DB to troubleshoot the ERP Software

▪ To use the community to gain experience and obtain apprenticeship

▪ To develop further and extend the present ERP functionalities


LEARNING OUTCOMES:


▪ Setup an Interactive Development Environment (IDE) such as Eclipse

▪ Handle the sourcecode, modify and recompile succesfully for deployment

▪ Work with others in the community to shorten the learning curve

▪ Debug any fault in the system and and resolve the bugs

▪ Use SourceForge trackers to conduct software maintenance professionally



Summer 2008

SYNOPSIS:

This subject covers the software development environment using popular open source tools. This involves debugging and modifying the software to resolve many common needs. The approach is to jump into some hands-on experience by using the SourceForge trackers to pick up real bugs and resolve them collectively with the community.

Chapter 1 Using the IDE(15 hrs)

▪ Installing IDE

▪ Checking Out The Source

▪ Setting Classpath Properties & Other Errors

▪ Using the Perspectives & Views

Chapter 2 Using SourceForge (15 hrs)

▪ Bug Tracker

▪ Features Tracker

▪ Tracker Activity

▪ Reading Maillist

Chapter 3 Just Enough Java (20hrs)

▪ Basics of Java

▪ ERP Java

▪ Stepping through Code

▪ Latest Progress

Chapter 3 Just Enough SQL

(15hrs)



Summer 2008

▪ Basics of SQL

▪ Using DB Editor

▪ Understanding PL/SQL

▪ Java SQL

Chapter 3 Solving A Bug

(20 hrs)

▪ Choosing a Bug

▪ Research the context

▪ Communicate the ideas

▪ Submitting for Review

Chapter 3 Just Enough Database

(15hrs)

▪ Importing the Initial DB

▪ Exporting DB and Versioning Rules

▪ Restoring DB

▪ Handling DB Instances

Chapter 3 New Feature (20hrs)

▪ Create or Extending Module

▪ Model Validator

▪ Design Stage

▪ Development Stage

▪ Testing Stage

▪ Documenting Stage



Summer 2008

MODULE 7 - ERP COMPONENTS



PRE-REQUISITE: Basic Computer Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To work hands-on various functional module workshops

▪ To go through some Packaging Tools to Import/Export Modules

▪ To gain experience in various ERP disciplines


LEARNING OUTCOMES:


▪ Make use of a Packaging tool to import a real sub project

▪ Recompile the projects and deploy it successdully

▪ Gather more experience and exposure among the community

▪ Contribute Learning Points back to the Wiki and Forums



Summer 2008

SYNOPSIS:

This subject covers the important key modules and tools in an Open Source ERP project. Practical workshops for the students to gain experience using online re-sources and the community to achieve a satisfactory self-sufficient capability in making various modules work. The experience and confidence obtained can be applied to other technical challenges in a future career.

Chapter 1 Full Case Setup (20hrs)

▪ Sample Importer/Exporter of Packages

▪ Using 2Pack

▪ Using ADCK

▪ Importing EDI Package

Chapter 2 Group Project I - POS

(20 hrs)

▪ Project Workshop

▪ Learning Points

Chapter 3 Group Project II - CRM (20 hrs)


▪ Learning Points

Chapter 4 Group Project III - Human Resource

(20 hrs)


▪ Learning Points

Chapter 5 Group Project IV - Fixed Assets (20 hrs)



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▪ Learning Points

Chapter 6 Project Documentation (20 hrs)

▪ Reviewing Help Function

▪ Reviewing Wiki

▪ Proposing New materials

▪ Reorganising Present Materials

▪ Submitting for Merit/Credit



Summer 2008

MODULE 8 - ERP IMPLEMENTATION



PRE-REQUISITE: General Business Process


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To know the project schedule areas in a typical ERP Project

▪ To go through the challenges and tasks of the phases

▪ To be able to interface on the right page with the respective clients in each phase


LEARNING OUTCOMES:


▪ Walk a target audience through the various phases of a project

▪ Analyse and discuss a best approach according to the environment

▪ Address user concerns and suggest remedies or workarounds

▪ Confident in acting as an ERP consultant that knows the right rules for the right occasion



Summer 2008

SYNOPSIS:

This subject goes through an ERP Project cycle, its phases and timelines after the succesful acceptance phase after the Pre-Sales. Each phase has its importance and dependency on the client's business and user environment. Its success is sought by knowing what experts know and how they dealt with the most common scenarios.

Chapter 1 Implementation (15 hrs)

▪ Level of ERP Performance

▪ Cost/Benefit Analysis

▪ Schedules of Phase/Task/Resource

▪ Scoping ERP Phases

Chapter 2 Training and Education

(15 hrs)

▪ Education Plan

▪ Case Studies

▪ Training Materials

▪ Evaluating Feedback

Chapter 3 Project Scheduling

(15 hrs)

▪ Phases Definition

▪ User Priority & Part Timers

▪ Team Planning

▪ Staggered Approach

Chapter 4 Sales & Operations Planning

(15 hrs)

▪ Levels of System



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▪ High Level Management Needs

▪ Operational Needs

▪ Periodic Needs

Chapter 5 Basic ERP(15 hrs)

▪ Quick Win Implementation

▪ 1st Phase Project

▪ Validating Results

▪ Extrapolating and Follow-Through

Chapter 6 Supply Chain Integration(15 hrs)

▪ Forecasting Sales

▪ Forecasting Demand

▪ Inventory Automation

▪ Reporting Needs

Chapter 7 Production ShopFloor(15 hrs)

▪ Demand Planning

▪ Capacity Planning

▪ Production Scheduling

Chapter 8 Support and Warranty(15 hrs)

▪ Backup and Housekeeping

▪ Vendor to Internal Team Skill Transfer

▪ Protocol for Managing Issues



Summer 2008

MODULE 9 - ERP PROJECTS



PRE-REQUISITE: ERP Experience


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To expose to advanced and relevant ERP add-ons

▪ To gain hands-on experience handling diverse apps.

▪ Relating to top management demand for more functionality

LEARNING OUTCOMES:


▪ Cover more advanced ERP tools and verticals

▪ Implement Replication system for 2 hosts

▪ Operate some manufacturing concepts in the ERP

▪ Operate more tools for top management consumption



Summer 2008

SYNOPSIS:

This subject covers more advanced important key modules and tools in an Open Source ERP project. Pratical workshops for the students to gain experience using online resources and the community to achieve a satisfactory self-sufficient capa-bility in making various modules work. The experience and confidence obtained can be applied to other technical challenges in a future career.

Chapter 1 Group Project V - Replication(20 hrs)


▪ Learning Points

Chapter 2 Group Project VI - BOM(20 hrs)


▪ Learning Points

Chapter 3 Group Project VII - Manufacturing(20 hrs)


▪ Learning Points

Chapter 4 Group Project VIII - Forecasting (20 hrs)


▪ Learning Points

Chapter 5 Group Project IX - Business Intelligence(20 hrs)


▪ Learning Points



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Chapter 6 Group Project X - E-Commerce(20 hrs)


▪ Learning Points



Summer 2008

MODULE 10 - ERP ENTREPRENEURSHIP



PRE-REQUISITE: General Business Understanding


Participation

ASSESMENT DETAIL:




Mid Term Exam 20%


OBJECTIVES:


▪ To study the varous business models in the market

▪ To align to the right business models for Open Source

▪ To see avenues or gaps in the Open Source model to commercialise on


LEARNING OUTCOMES:


▪ Understand the possible business setup options

▪ Explore a new niche for the market that is viable and sustainable

▪ Strategise collectively and leverage with market players

▪ Manage any risks and work-out contigencies



Summer 2008

SYNOPSIS:

This subject examine how players make money with Open Source today. It ex-plores the opportunities for the students to partake in.

Chapter 1 Reviewing Different Models(20 hrs)

▪ Fun Model - Story of Craiglist

▪ Hobby Model - Story of Wikipedia

▪ Brand Model - Story of Linux

▪ Money Model - Story of RedHat

▪ Services Model - Reinventing IBM

Chapter 2 Exit Strategy(20 hrs)

▪ How Venture Capital works

▪ How to protect a nudist colony

▪ Branding Human Capital

▪ Captive Market

Chapter 3 Micro ISV Strategy(20 hrs)

▪ Doing everything yourself

▪ MBA Crash Course

▪ Marketing

▪ Image

▪ Clustering and Cloud Market

Chapter 4 Charging Model(20 hrs)

▪ Per Hour or Per Day

▪ Flat Rate or Piecemeal Package



Summer 2008

▪ Long term and micro transaction

▪ Negotiation Strategy

▪ Calculating the Sales Funnel

Chapter 5 Business As Usual(20 hrs)

▪ Market Normalcy

▪ Packaging

▪ Service Contract

▪ Warranty Clauses

▪ Help Desk

▪ Phone Support

▪ On Site Service

▪ Repair and parts

Chapter 6 Rules and Practice(20 hrs)

▪ Registration and Regulations

▪ Forming Partnerships

▪ Partnership Agreements

▪ Transfering Equity

▪ Capex and Opex

▪ Bought over as subsidary

▪ Management and Operations

▪ Resolving Partnership Conflicts



winter 2008 masters in open source erp - red1red1.org/aaa/asia-eu-toc.pdf · msc in open source erp...

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