Role Based Manufacturing- The Latest Innovation in ERP


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Role- Based ERP™

“Software that fits you, not everyone”
What is Role-Based ERP?

Role-Based ERP is a brand new innovation that allows our ERP system to be assembled to the particular needs of each individual or role. Historical ERP is based on a module approach, whereby everything is organized by module, ie MRP, inventory, MES, general ledger and so forth.

However, at any particular time, an individual needs certain items from different modules to accomplish a specific task. This requires a person to laboriously go in and out of various modules and screens to accomplish that single task (slow and tedious). In many systems this also mandates that the item be re-entered into each module.

Role based ERP changes all this by assembling all the modules and screens necessary to fit a particular role/task. And now, everything is available on one view, sharing the item of interest with multiple functions, but all on one screen.


Role-based ERP is a way to tailor the software to fit the exact needs for each and every individual. No, we are not talking about moving menus around on your screen. We mean the assembling of your own view from every screen in every module that you need. And, each and every screen assembled will share the information across all the assembled screens.

Your productivity will soar, your results will improve.

“One Size does not fit all”

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  • ObjectiveTo identify the ways you can adapt TCM to Match your business requirements – we will cover all of the .NET flexibility available today, and identify which TCM version provides which capability, so you can leverage what you already have available, and start to plan for an upgrade to V9.3 for the greatest flexibility
  • Let’s review the available flexibility of .NET, based on the release you are currently on or planning to upgrade to:
  • Sales-wrk-01 Default TCM logged inCreate a custom folder called Month EndGo to Inventory and copy over Month endGo to AR and copy from Periodic ProcessingArrange folder and then hide the other main foldersVery simple for Users to do
  • Sales-wrk-01 Default TCM logged in, User Maintenance startedNavigator AccessUser Maintenance – Show CSR, SLS, PUR examples, show RolesHere’s how the administrator controls access for Tip about when to limit companies by user (if only one, it defaults on login)Login as SLSShow the Folders, and then create a new Quick Launch and simplify further
  • Sales-wrk-01 Default TCM logged in, Navigator MaintenanceDescribe that this is the MASTER Menu that each user could select programs if they are authorized to do so Show custom folders, show Crystal Reports exampleCreate a new one and save
  • Sales-wrk-01Manufacturing Workbench, show Item View, create and show WB Queries and create a new one for “Black” or “Blue” items
  • Sales-wrk-01Workbench SecurityShow Users – TCM, CSR, SLSShow which WB, which portions blink onShow limits by table, by Location, by GL DimensionLogin as SLS and show new Nav and WB
  • Sales-wrk-01Workbench folder, start Workbench Template CustomizerShow Roger’s WorkbenchCreate a new with the copy and save it, removing some componentsOnce created, then you have all of the abilities to control user access on the Navigator, and User access within the WB Security, and the ability to adjust forms with the UI Customizer!
  • Role Based Manufacturing- The Latest Innovation in ERP

    1. 1. Harry Mo
    2. 2. Tailored Workbenches/Screens/Queries• User Definable Ad Hoc and Saved Queries• Users May Drill to Details• Export to Excel
    3. 3. Workbenches Security Control by User & Role• Which Functions are Available• Which Database Tables are Accessible and How• Control Access for Specific Data Values
    4. 4. Role-Based Assembled Workbenches• Design Cross Functional, New Workbenches• Control Access by User/Role
    5. 5. Std Manufacturing Workbench
    6. 6. And Tailored Workbenches Based on the User/Role
    7. 7. And Customizable, UniqueWorkbenches Based on the User/Role