ERP FOR ENGINEERING MANUFACTURING COMPANIES

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No. 32

Newsletter

17 January 2026

 Tip

Use "Masterbot", the "Microphone" icon in the bottom-right part of the screen to see Complete Customer wise Details for the Financial Year. Click on "Microphone" icon, then on "Customer Analysis" button and start typing the customer name after the "@" icon. Select your customer and see every detail of the customer in the page. You can do the same for Suppliers as well. Try other buttons too.

 

 Did you know?

When you select a customer in Enquiry or in Sales Order, a link called "[Details]" shows up next to the customer name. Click on this to get instant updates about the customer like number of quotations pending for order, number of sales orders pending for delivery and the overdue outstanding amount. This is extremely handy for sales people as they can access this information before meeting the customer.

 Best Practice

You must enter the Machine hourly rate in each of the production Machines in the Machine Type master. This is essential for product costing.

 

 Understanding Reports

Report Name Job Order wise Returnable Rejected Material Report
Where to find it Stores >> Reports > Stock Control sub section
Who should use this Stores, Production, Finance
What frequency to check: As and when required
Filters for the report Job Order Dates, Item No., Item Category, Job Order No

Screenshot of the Report

Report showing all the Job Orders where rejection was not returned to stores

Report showing all the Job Orders where rejection was not returned to stores

This report can be filtered for Job Order Dates, Item No., Item Category, Job Order No, Order No and Job Order Status.

This report can be filtered for Job Order Dates, Item No., Item Category, Job Order No, Order No and Job Order Status.

Information in the report & how to use it:

  • This report shows the rejected material still lying in Production and not returned back to stores.
  • This report helps to get back the rejection and take a call of scrapping or reworking quickly.
  • Thus this report helps to reduce the WIP value and avoids material flow stoppages and also the clutter on the shop floor.

 

 Notification

  • We have given the best OurSys award, declared this month, to Mr. Mukesh Patil of M/s. Fluid Controls Limited for his dedication and efforts taken in coordinating between various departments and OurSys team. We wish him all the best in taking OurSys to the next level at Fluid Controls.

    Best User Award Jan 2026 - Mr. Mukesh Patil, Fluid Controls Limited

  • We have provided all customers with a 3 month trial period of a Business Intelligence Tool called DiY. DiY is seamlessly integrated with OurSys. Users can thus create their own reports to extract the information they desire at the spur of the moment. Your data remains within your server and does not go to any BI tool external server.

 

 What's new

  • During Inspection OurSys now checks whether the instrument is calibrated. If it is not calibrated or calibration has expired, the system shows a warning message.
  • MRP is now taking care of the pack size by generating requirements in multiples of the pack size defined for the Item in the item master.
  • Production scheduling can now be done for Rework activities as well
  • The Outsource Receiving report has been improved, and you can filter it by "Receiving Item after Processing" and "Receiving Item without Processing".
  • A new filter option has been added in the Invoice list/report screen that allows users to filter invoices by E-Way Bill status - whether it is generated or not generated. This helps users quickly identify pending E-Way Bill cases without manually checking each invoice.

 Article

Product Price Lists in OurSys ERP

Product price lists are used to determine item rates while preparing quotations. OurSys ERP offers multiple types of price lists to address different commercial and operational scenarios. This article explains the various price list types available in OurSys and how they are applied.

Read the full article

 

 Case Study

HR Standard Letters

Customer Introduction:

This feature was developed for Momenta's own use way back in 2010.

Challenge

There are many letters to be issued to employees such as Offer Letter, Confirmation Letter, Warning Letter, Experience Letter, Relieving Letter, Increment Letter etc. The template of the letter is constant yet it had to be prepared manually each time. Also, the generated letter was out of the system hence, it had to be scanned and uploaded in the employee master for future reference.

The Solution:

We developed the "HR Letters" feature to address this issue. You can create and save various typical letter templates with certain fields such as name of the employee, joining date etc. as auto pick up fields. HR executives can simply select the letter template and name of the person to quickly generate the letter. The letter gets a unique Letter number and gets automatically stored in the employee master.

The Result / Benefits:

This has speeded up the process and also made it grammatically full proof. The letters also get stored for sure and are thus not missed. Any letter can be reprinted/emailed as required.