ERP features

An ERP provides visibility into your business and control over aspects of your operations.

Financial Management

Improve profitability, minimize errors, and enhance decision-making with a complete set of tools for financial operations.


Automate all key accounting processes such as journal entries, accounts receivable, and accounts payable.

Banking and reconciliation

Process reconciliations, bank statements, and payments through various methods including POS, cash, and bank



Manage cash flow, track assets, manage budgets, and review project costs with accuracy and efficiency.

Financial reporting and analysis

Create standard or customized reports from SQL data for business planning and audit review’s.

Asset management

Simplify the management of your assets with automated functions, eliminating the need for manual data entry.

Sales and Customer Management

Review the sales process and customer lifecycle efficiently – from initial contact to final sale, and after-sales service / support.

Sales and opportunity management

Track sales opportunities and lead activities throughout the sales cycle, from the first contact to deal closing.

Service management

Manage warranty contracts and service agreements, and respond to support calls.

Marketing campaign management

Create, manage, and analyze marketing activities and grow sales.

Reporting and analysis

Design detailed reports on all aspects of the sales process – from lead to sales invoice by using templates.

Customer management

Store all customer data by synchronizing customer contact information stored in Google Contacts.

Mobile Sales

Manage your sales organization – providing information on any mobile device.

Purchasing and Inventory Control

Manage purchasing and control costs by reviewing the complete cycle including receipts, invoices, returns, and payments.


Optimize procurement processes – requisition requests, purchase orders, and returns management. Perform audits by matching documents, viewing the access log, using multiple currencies.

Accounts payable

Optimize your supply-chain relationships. Process accounts payable invoices, cancellations, and credit invoices; plan inventory and material needs; schedule purchases accordingly.

Master data management

Centralize purchasing processes. View account balances and purchase analyses while maintaining item purchasing information with price lists and tax tables.


Generate integrated reports and display them in various report formats or dashboards on any device.

Warehouse and accounting integration

Live synchronization of goods receipts and inventory levels to perform purchase planning and create an accounts payable invoice automatically from a purchase order or goods receipt.

Business Intelligence

Reports based on SQL data with analytics and tools

Report creation and customization

Create new reports, and customise existing ones in a variety of layouts using both internal and external (Jasper Reporting) tools.

Analytics with predefined metrics

Account balance visibility and sales performance with analytics and predefined key performance indicators.

Interactive analysis

View your business using integrated standard spreadsheet functionalities.

Powerful data visualizations

Dashboards enhance your reports with powerful visualizations

Intuitive tools

Ability to relate and drill down on data using the search assistant and workflow-based alerts

Analytics and Reporting

Employees can make smart decisions by capturing all critical information and making it available throughout the company

Dashboards and reports

Design intuitive, interactive dashboards and reports that answer your questions. Managers can also track revenues, costs, and cash flow accurately; assess performance.

Real-time analytics

Access information with powerful analytics. You can simplify data searching and the on-demand creation of standard or custom reports

Industry-Specific Capabilities

Extensive industry-specific functionalities, and processes with tools designed for small and mid-sized businesses

Consumer products

Setup your operations to the needs of your consumers. Plan and manage demand to deliver the products consumers need.


Provide consumers the products and information they need. Review customer and point-of-sale insights and optimize operations.


Fulfill customer demand by reducing supply chain delivery and costs, shortening manufacturing times, and minimizing scrap and rework.

Wholesale distribution

Fulfill customer and supplier demands with integrated processes. Review the entire business from planning to inventory and supply-chain management

Professional services

Deliver consistent services by establishing a repeatable process for service delivery, while improving resource planning, project management, and billing.

Enterprise Systems Australia – ERP | EAM

A complete solution for managing your company

Accounting | Finance

Accounting Entries | Chart of Accounts | Account Dimensions | Journal Entry | Payment Entry | Payment Request | Advance Payment Entry | Bank Reconciliation | Payment Reconciliation | Accounting Reports | Multi Currency Accounting | Deferred Revenue | Subscription | Invoice Discounting | Shareholder


Recruitment | Performance Management | Talent Management | Training and Development | Case Management | Remuneration | Employee Relations | Organisational Chart | Time and Attendance | Payroll | Social Network


Asset Maintenance | Movement | Value Adjustment | Purchasing | Selling | Disposal | Depreciation


Project | Tasks | Project Template | Project Customer Portal | Salary Slip From Timesheet | Sales Invoice From Timesheet | Activity Type | Activity Cost | Job Hazard Analysis | Journey Management Plan | Incident Management | Corrective Actions


Inventory management | Warehouse | Item Variants | Serial Number | Batch | Item Price | Item Group | Price Lists | Stock Entry | Material Request | Quality Inspection | Stock Reconciliation | Projected Quantity | Perpetual Inventory | Stock Reports | BOM Explorer | Stock and Account Value Comparison

Health Safety Environment

Job Hazard Analysis | Journey Management Plan | Incident Management | Corrective Actions | Safety Data Sheets | Vehicle Tracking | Staff Tracking


Lead | Opportunity | Customer | Contact | Address | Campaign | News Letter | Lead Source | Opportunity Type | Sales Stage | Sales Person | Customer Group | CRM Analytics | Appointment

Accounting & Finance


Manage accounts, transactions and taxes easily

Introduction and Setting Up

Accounting Entries – Accounting entries are key sources of information used to prepare, verify and/or audit your financial statements.

Chart of Accounts – Chart of Accounts is a tree view of Accounts and Ledgers that is required to manage your books of accounts.

Account Dimensions – Dimensional accounting allows you to separately maintain multiple segments like Branch, Business Unit, etc.

Journals and Payments

Journal Entry – A standard accounting transaction that affects multiple Accounts and the sum of debits is equal to the sum of credits.

Payment Entry – Accounting entries that can be made against invoices, sales and purchase orders, expense claims, etc.

Payment Request – A Payment Request is used to request payment for an order or an invoice.

Advance Payment Entry – Payment done by the customer before accepting delivery of the product is an Advance Payment.

Billing and Pricing

Sales Invoice – A Sales Invoice is a bill that you send to your customers, On submission receivables are updated and income is booked.

Purchase Invoice – It is the bill that your Supplier sends you for products or services delivered. Here you accrue expenses to your Supplier

Point Of Sales – For retail operations, the delivery of goods, accrual of sale and payment all happens in one event, Point of Sale (POS).

Credit Note – A credit note is a document sent to the customer, notifying that a credit has been made to their account against the goods returned.

Debit Note – A debit note is a document sent by a buyer to a seller which notifies that a debit has been made to their accounts.

Pricing Rule – Pricing Rule is a master where you can define rules based on which discount is applied to specific Customer or Supplier.


Bank Reconciliation -This explains the difference on a specified date between the bank balance shown in an organization’s bank statement,

Payment Reconciliation – Helps confirms whether the money leaving an account matches the amount that’s been spent, and ensures the two are balanced at the end of the recording period

Accounting Reports – Enterprise Systems AU Accounting module has multiple built in reports like Profit and Loss, Balance Sheet, etc.

Advanced Accounting

Multi Currency Accounting – You can make accounting entries in multiple currencies, you can have a bank account in foreign currency and make transactions in that currency.

Deferred Revenue – It is the advance payments a company receives for products or services that are to be delivered or performed in the future.

Subscription – For services sold which requires renewal in the certain time period, Subscription feature auto-creates Sales Invoices for your customers.

Invoice Discounting – Invoice discounting is the practice of using a company’s unpaid sales invoices as collateral for a short term loan, which is issued by a bank or a finance company.

Shareholder – Enterprise Systems AU allows you to keep a track of all your Shareholders and maintain Share Transfers, Share Ledger and Share Balances.

Selling & Buying


Selling covers sales operations like quotations, orders and delivery tracking


Quotation – A quotation is an estimated cost of the products/services you’re selling to your future/present customer.

Sales Order – A Sales Order is a confirmation of an order from your customer.

Blanket Order – A Blanket Order is an order from a customer to supply materials for specific items over a period of time at pre-negotiated rates.

Sales Analytics – You can view your company’s sales performance, analyze sales data in different views to see the sales performance.

Sales Partner – Sales Partners are people or companies that assist you in getting business.

Setting up Sales

Selling Settings – Selling Settings is where you can define properties and validations which will be applied to the masters and transactions involved in the sales cycle.

Item Price – Item Price is the record in which you can log the selling and buying rate of an item.

Shipping Rule – Using Shipping Rule you can define the cost for delivering the product to the customer the supplier.

Product Bundle – A Product Bundle is a master where you can list existing items which are bundled together and sold as a set (or bundle).

Sales Taxes and Charges Template – Sales Taxes and Charges may be applied to any item you sell.


Selling in Different UOM – You can have multiple sell price UOMs for any inventory item.

Adding Margin – User Can apply the margin on Quotation Item and Sales Order Item. The system will apply the margin on quotation item and sales order item if pricing rule is enabled.

Drop Shipping – Drop shipping is a supply chain management technique in which the retailer does not keep goods in stock.

Shipping Rule – Shipping Rule master helps in defining a rule based on which shipping charge is applied on a sales transactions.


Manage purchasing in Enterprise Systems AU right from material requisition, supplier quotes to Purchase Orders

Purchase Basics

Supplier – Suppliers are companies or individuals who provide you with products or services.

Request For Quotation – A Request for Quotation is a document that an organization sends to one or more suppliers asking a quotation for items.

Supplier Quotation – A Supplier Quotation is document by a potential supplier specifying the cost of goods or services they’ll provide within a specified period.

Purchase Order – A Purchase Order is a binding contract with your Supplier that you promise to buy a set of items under given conditions.


Buying Settings – Buying Settings is where you can define properties which will be applied in the Buying module’s transactions.

Supplier Group – A supplier may be distinguished from a contractor or subcontractor, who commonly adds specialized input to deliverables.

Purchase Taxes and Charges Template – The templates created from this form can be used in Purchase Orders and Purchase Invoices for internal records.

Supplier Scorecard – A Supplier Scorecard is an evaluation tool used to assess the performance of suppliers.


Tracking presales process from Lead capturing, tracking open Opportunities, to emails and calls


Lead – A lead is a potential customer who might be interested in your products or services.

Opportunity – Opportunity is a qualified lead i.e. when they decide to consider your offering.

Customer – A customer, who is someone who receives services or products from a seller for a monetary consideration.

Contact – Contact represents a person in Enterprise Systems AU, and can be associated to a customer or a supplier or a company

Address – You can record the addresses associated with a Lead, Customer, Supplier, Shareholder, Sales Partner or a Warehouse.

Campaign – A Campaign is a full-scale implementation of a sales strategy to promote a product or service.


Lead Source – A Lead Source is a source from which the leads are generated.

Opportunity Type – Opportunity Type indicates the broad category of opportunity like Sales, Support, Maintenance, Partnership etc.

Sales Stage – A Sales Stage indicates the level at which an opportunity is in the sales cycle.

Sales Person – Sales Person is a person who sells your products/services.

Customer Group – Customer Group is an aggregation of customers that are similar in some way.

CRM Analytics – You can analyze your sales funnel and quantify the number of prospects at each stage of the process and you can get an idea of your potential customers.

Appointment – Appointment document type can be used to schedule and manage interaction with a lead or opportunity.

Stock & Inventory


Inventory management with hierarchical location tree, stock movements, serials and batches

Inventory Basics

Warehouse – A warehouse is a commercial building for storage of goods. Warehouses are used by manufacturers, importers, exporters, wholesalers, etc.

Item – An Item is a product or a service offered by your company. You can manage all sorts of items like raw-materials, finished goods, etc.

Opening Stock – Opening Stock is the amount and value of materials that a company has available for sale or use at the beginning of an accounting period.

Item Variants – An Item Variant is a version of an Item with different attributes like sizes or colors.

Serial Number – A Serial Number record is maintained for each quantity of an Item and can be used in tracking the location, warranty and end-of-life information.

Batch – Batch feature in Enterprise Systems AU allows you to group multiple units of an item, and assign them a unique value called Batch No.


Stock Settings – You can set default settings for your stock related transactions here.

Item Price – Item Price is the record in which you can log the selling and buying rate of an item.

Item Group – An Item Group is a way to classify items based on types.

Price Lists – A Price List is a collection of Item Prices either selling, buying, or both.

Stock Transactions

Stock Entry – A Stock Entry is a simple document that lets you record Item movement between Warehouses.

Material Request – A Material Request is a simple document identifying a requirement of a set of Items (products or services) for a particular reason.

Purchase Receipt – Purchase Receipts are made when you accept material from your Supplier usually against a Purchase Order.

Delivery Note – A Delivery Note is made when a shipment is shipped from the company Warehouse.

Packing Slip – A packing slip is a document listing the items in a shipment. Usually attached to the goods delivered.

Retaining Sample Stock – A sample of a batch of an item can be stored for the purpose of being analyzed should the need arise later.

Landed Cost Voucher – Landed Cost is the total cost of a product to reach the product at the buyer’s door.

Sales Return – Goods sold being returned happens commonly in business for reasosn like quality issues, non-delivery on agreed date, etc.

Purchase Return – Enterprise Systems AU has an option for products that are need to be returned to the supplier on account of reasons like defects in goods, quality, etc.


Quality Inspection – In Enterprise Systems AU, you can mark your incoming or outgoing products for Quality Inspection.

Stock Reconciliation – Stock Reconciliation is the process of counting and evaluating material/products, periodically and at year end.

Delivery Trip – Delivery Trip is created to record Customer Deliveries in one vehicle. Multiple stops can also be added and Submitted Delivery Note can be tagged per Customer.

Projected Quantity – Projected Quantity is the level of stock that is predicted for a particular Item, based on the current stock levels and other requirements.

Perpetual Inventory – As per the perpetual inventory system, accounting entry is done for every stock transaction.

Stock Reports

Stock Level Report – Stock Level report list stock item’s quantity available in a particular warehouse.

BOM Explorer – BOM Explorer Report shows a complete hierarchy of the Bill of Materials (BOM) with its raw materials in the form of the tree view.

Stock and Account Value Comparison – This report helps the user to understand the difference value between the stock account and stock balance report.

Human Resources & Project Management

Human Resources

Leave and Attendance Tracking, Expense Claims, Salary and Payroll, Recruitment, Performance and more


Employee – An individual who works under a contract of employment, and has recognized rights and duties is your Employee.

Employment Type – Various employment contracts you have with your employees.

Department – You can configure the Departments in your organization, and configure each of the separately.

Health Insurance – You can manage health insurance for your employees within Enterprise Systems AU

HR Settings – Global settings for HR related documents and workflows


Staffing Plan – Enterprise Systems AU allows you to efficiently plan and budget new hirings for a period.

Job Opening – You can make a record of the open vacancies in your company using Job Opening.

Job Applicant – You can maintain a list of People who have applied for a Job Opening.

Job Offer – Job Offer is given to selected candidates after Interview & selection which states the terms of their employment

Leave Management

Leave Type – Leave Type refers to types of leave allotted to an employee by a company.

Leave Period – You can manage leaves based on a Leave Period, corresponding to a calendar year or the fiscal year.

Leave Allocation – Leave Allocation enables you to allot a specific number of leaves to a particular employee.

Leave Application – Employees can formally apply for a leave and can track it’s approval.

Leave Encashment – For Leave Types which are encashable, you can submit Leave Encashment.

Holiday List – Holiday List is a list which contains the dates of holidays.

Leave Block List – Leave Block List is a list of dates in a year, on which employees can not apply for leave.


Attendance – Attendance is the record stating that an Employee has been present on a particular day.

Attendance Request – Employees can submit their attendance request for the days when their attendance wasn’t marked.

Upload Attendance – This tool helps you to upload bulk attendance from a csv file.

Auto Attendance – Auto attendance marks the attendance for the Employees assigned to a shift based on records in the ‘Employee Checkin’ Document

Lifecycle and Salary

Appraisal – You can manage appraisals by creating an templates for each role with the parameters with appropriate weightage to each parameter.

Employee Onboarding – For the process of hiring an employee you can create a set of Tasks at the time of each Employee.

Employee Skill Map – Employee Skill Map is a record which helps your organization track your Employee’s skill sets and trainings.

Employee Promotion – You can manage Employee Promotions using this document.

Employee Transfer – You can transfer Employees to different Company or Department by using Employee Transfer.

Employee Separation – For the process of relieving an employee you can create a set of Task at the time of each Employee.


Payroll Entry – Payroll Entry enables bulk processing of payroll for employees company wide or employees of a particular branch, department or designation.

Additional Salary – Enterprise Systems AU allows you to add additional Salary Components to Salary Slips while processing the payroll.

Employee Benefit Application – Employees are entitled to flexible benefits which they can either receive pro-rata or as a lump-sum amount when they claim the benefit.

Employee Tax Exemption Declaration – Employees can declare the amount of exemption from their taxable salary they will be claiming at the end of the period by submitting proofs.

Payroll Period – You can create Payroll Period by going to: > Human Resources > Payroll Setup > Payroll Period > New Payroll Period

Payroll Setup – Salary is a fixed amount of money or compensation paid to an employee by an employer in return for the work performed.

Setting Up Tax – In many countries regulations allow exempting a part of some type of spendings by individuals from being added to their annual taxable income.


Human Resources Reports – You can track the attendance, salaries, loans and other details of the employees of your organization with several built-in reports.

Human Resource Setup – The HR module has a setup process where you create the masters for all the major activities.

Leave Ledger – A unified ledger for all leave related transactions for an employee.

Fleet Management – Fleet Management section of Human Resources helps your Organization manage their fleet of vehicles and track their expenses.

Expense Claim – When an employee makes an expenses out of their pocket on behalf of the company, they can make a request for reimbursement via the Expense Claim form.

Safety and Incident Management

Incident Management

Corrective Actions

Project Management

Project and task management with full integration with billing and cost centers

Project Management

Project – The project is an individual or collaborative enterprise, that is carefully planned by the project team, to achieve a particular aim

Tasks – A task is an independent assignment or a unit of a Project that defines a particular actionable assigned to an individual.

Project Template – A Project Template is a set of tasks that can automatically be populated for a new project.

Project Customer Portal – In Enterprise Systems AU you can let Customer update oneself on the Project’s progress via Customer Portal.

Time Tracking

Salary Slip From Timesheet – If salary for your employees are calculated based on number of hours worked, you can use Timesheet to track it and create Salary Slip.

Sales Invoice From Timesheet – Customer can be invoiced based on total no. of hours your Employees has worked for that Customer.

Activity Type – Activity Type makes a list of the different types of activities against which a Time Log can be made.

Activity Cost – Activity Cost records the per-hour billing rate and costing rate of an Employee against an Activity Type.

Project Safety

Job Hazard Analysis – JHA form includes work permits required, Personal Protective Equipment, Job Specific Resources, Approval, Hazardous Situations to Consider

Journey Management Plan – JMP form includes travel details, risk controls, pre-start vehicle checklist, approval

Incident Management

Corrective Actions

Tools and Reports

Project Reports – These reports help you analyze the billing per Project and Employee for a specific period.

Project Costing – This reports helps to track the actual costing of a Project, primarily in terms of services, user has to create Time Log based on actual time spent on Project-Task.

Project Profitability – While developments happen on the Project, you can track the various income and expense incurred against it.


Fixed asset management and tracking with depreciation, asset allocation and movement tracking

Enterprise Systems Australia – ERP | EAM

A complete solution for managing your company

Asset Management

Asset – All the transactions related to an Asset – purchasing, sales, depreciation, disposal, movement or maintenance will be managed against the Asset master.

Asset Maintenance – Enterprise Systems AU provides features to track the details of individual maintenance/calibration of various assets.

Asset Movement – You can track the location of an asset or to whom it is issued or whenever it is moved from one location to another.

Asset Transactions

Asset Value Adjustment – In case of fixed asset management, sometimes the value of an asset needs some adjustment, this can be managed within Enterprise Systems AU

Purchasing an Asset – You can follow the default purchase cycle after ensuring the the appropriate asset category exists

Selling an Asset – You can sell an asset and even make all the necessary documents lile a Sales Invoice for it.

Discarding Assets

Asset Depreciation – The system automatically creates a schedule for depreciation based on depreciation method and other related inputs in the Asset record.

Disposing an Asset – When an asset is no longer usable, you can dispose an asset with the click of a button in the Asset record.

Support & Quality Management


Track customer tickets and issues, maintain server levels and track response and resolutions

Common support topics

Issue – Issue is an incoming query from your Customer, usually via email or from the Contact section of your website.

Warranty Claim – If you are selling Items under warranty or with an Annual Maintenance Contract (AMC), you can manage. warranty claims of customers in Enterprise Systems AU

Maintenance Visit – A Maintenance Visit is a record of a visit made by an engineer to a Customer’s premise usually against a Customer Issue.

Maintenance Schedule – This is a tool that is used to plan a calendar of activities for maintenance of various machines or equipment.

Service Level Agreement – A service-level agreement is a commitment between a service provider and a client.

Quality Management

Quality management system with procedures, goals, tracking and reviewing

Goal and Procedure

Quality Goal – It is a collection of individual metrics that helps to quantify the quality of an application. It is a basic quality management process to establish a set of quality objectives.

Quality Procedure – A standard operating procedure (SOP) is a set of step-by-step instructions compiled by an organization to help workers carry out complex routine operations.

Tree Of Procedure – Tree of Procedures is used to show the Parent-Child relationship which may or may not exist between the different Procedures.

Tools for Quality Management

Quality Review – A Quality Review is an inspection with a specific structure, defined roles, and procedure designed to ensure a product’s completeness and adherence to standards.

Quality Action – Quality Action is a standard feature to allow implementation of corrective and preventive actions.

Quality Meeting – It is an assembly of people for a particular purpose or agenda, especially for formal discussion about Quality aspects.

Quality Feedback – Quality Feedback is the information that a Customer expresses about the satisfaction or dissatisfaction about the products or services you offer.

Website | Manufacture | Custom


Manage multi-level Bill of Materials, plan and track production with Work Orders

Basic and Setup

Introduction – Enterprise Systems AU has features like Bill of Materials tracking, Production Order planning and execution, procurement and lot more.

Manufacturing Settings – Manufacturing Settings holds all global settings and configurations for manufacturing features

Bill of Materials

Bill Of Materials – The BOM is a list of all materials (either bought or made) and operations that go into a finished product or sub-Item.

Workstation – Workstation stores information regarding the place where the workstation operations is carried out

Operation – Stores a list of all Manufacturing Operations, its description and the Default Workstation for the Operation


Work Order – A Work Order is a document that is given to the manufacturing shop floor by the Production Planner as a signal to produce a certain quantity of a certain Item.

Production Plan – Production Plan helps the user to plan production against multiple Sales Orders or the Material Requests.

Job Card – A Job Card is created from the Work Order and given to each of the workstation in the manufacturing floor to start the production of an item.


Subcontracting – Subcontracting is a type of job contract that seeks to outsource certain types of work to other companies.

Item Alternative – If a raw material defined in the BOM is not available during the production process then their respective available alternative item used to complete the production process.

BOM Update Tool – From BOM Update Tool, you can replace a sub-assembly BOM and update costs of all BOMs.

BOM Comparison Tool – Using BOM Comparison Tool, you can compare two BOMs and see what changed between their iterations.


Capacity Planning – Capacity Planning functionality helps you in tracking production jobs allocated on each Workstation.

Open Work Orders – We can easily identify the progress of manufacturing of certain items in our organizations using Open Work Orders in Enterprise Systems AU.


Manage your website pages, product catalog, shopping cart, web forms and more with the built-in portal


Homepage – A homepage is the default landing page of your website.

Web Page – Static Content like your Home Page, About Us, Contact Us, Terms pages can be created using the Web Page.

Web Form – You can authorize customers, suppliers, job applicants, etc to access certain or create certain transactions using Web Forms.

Website Settings – Website related settings like landing page and website wide theme can be configured here.

Website Theme – Enterprise Systems AU provides advanced theming capabilities to customize the look and feel of your website and make it match your brand.

Product Listing – Enterprise Systems AU provides a product listing page where your customers can discover your products. It is enabled by default if you have published Items on your website.

Product Page – Enterprise Systems AU provides product pages for your Sales Items, they can be configured from the Item Master.

Shopping Cart – In addition to listing your products, Enterprise Systems AU also allows you to sell them via the Shopping Cart.

Social Login Keys – Social Login enables users to login to Enterprise Systems AU via their Google, Facebook or GitHub account.

Customer Portal

Let your customers and vendors directly shop online, submit bids etc with Enterprise Systems AU Portals


Customer Orders, Invoices and Shipping – With Enterprise Systems AU web portal customers can check the status of their orders, invoices, and shipping status by logging on to the web.

Issues – The customer portal makes it very easy for a customer to raise concerns.

Portal Login – To login into the customer account, the customer has to use his Email Address and the password sent by Enterprise Systems AU; generated through the sign-up process.

Customize Enterprise Systems AU

Learn how to customize Enterprise Systems AU with custom fields, print formats, custom scripts etc


Custom Field – If you need to capture some information, but there is no standard Field available for it, you can insert Custom Field in a form as per your requirement.

Customize Form – Customize Form is a tool which enables you to make changes to a Form Type on the front-end.

Doctype – Doctype allows you to insert custom forms in Enterprise Systems AU as per your requirement.

Custom Scripts – If you wish to change any Enterprise Systems AU form formats, you can do so by using Custom Scripts.

Server Scripts – Server Scripts are a powerful way customize from adding server-side event handlers to making full-fledged apps

Custom Translations – With Custom Translations, user can print the customer’s and supplier’s document in their local language.

Documents and Reports

Document Title – Customize the title of documents based on properties so that you have meaningful information for the list views.

Print Format – Print Formats are the layouts that are generated when you want to Print or Email a transaction.

Kanban Board – Kanban is a Japanese manufacturing system in which the supply of components is regulated through the use of an instruction card sent along the production line.

Authorization Rule – Authorization Rule is a tool to define a rule for conditional authorization of documents.

Enterprise Systems Australia – ERP | EAM

A complete solution for managing your company

Asset Management

Asset Management | Property & Facility Management

Management of buildings, installations, movable assets and related maintenance activities

Space & Asset Inventory

Inventory of real estate assets, plants and related components, for a complete knowledge of their technical and functional characteristics. Each Property and Facility Management activity is based on the concrete and detailed knowledge of the managed real estate and amount of assets.

ES-AU Asset Management allows to inventory and manage specific workflows and reports:

·      housing complexes, buildings, floors, rooms

·      installations (electrical plant, waterworks, heating / air conditioning system, drainage system, security, data transmission, etc.)

·      technical assets belonging to the above-mentioned plants

·      furniture

·      external infrastructure (road networks, cycle lane, lighting, etc) and green areas (gardens, parks, etc.)

For each object in the inventory, it manages the following types of information:

·      ID registry: codes and other identification / localisation elements, etc.

·      technical registry: physical and performance features, consistency (size, surface, volumes), preservation status, etc.

·      functional registry: purposes, operational procedures, rules, staff representative, etc.

·      administrative registry: rental agreement and purchase agreements, supply contracts, utilities, legal status, amortizations, maintenance, etc.

·      documental registry:  collection of documents, images, descriptive videos of the asset

Each maintenance object can be represented:

·      on geographic maps (OpenStreetMap)

·      on vector plants loaded into the system and manually correlated to each floor and room

·      on 3D models automatically imported from BIM-compliant products (through IFC exchange files)

We are able to support you assuming partially or completely the activities that are necessary for the first activation of a Property & Facility Management system:

·      inventory / measurement / cataloguing of assets

·      check / normalisation of the collected information and data entry into the application

·      draw and importation of plants / BIM compliant models

Enterprise Systems Australia – ERP | EAM

A complete solution for managing your company

Facility Management

Management processes of Preventive Maintenance and Breakdown Maintenance of the assets registered in the system.

Preventive Maintenance

ES-AU Asset Management uses the Maintenance Manual as basis to manage in a – custom way – every object organisation and typology.

The Maintenance Manual includes the necessary information for the correct maintenance of infrastructures and installation.

By registering the available information (typology and frequency of the activities, required equipment, necessary spare parts, possible breakdowns, diagnostic check lists), ES-AU Asset Management automatically creates the activities of the preventive maintenance activities, produces work orders, forwards them through workflow to the right personnel (in and/or outside the organisation) and helps them with problem solving. The available scheduling criteria include all necessary choices to work flexibly, so that the operators can work as easily as possible.

Breakdown Maintenance

Also, the maintenance when an issue occurs are managed through a workflow that provides:

·      signalling through different channels

·      control of the signalling by the call centre operators

·      forwarding of work order to the right team / supplier (suggested by the system according to the type of the problem and the contracts)

·      planning, execution and registering of the intervention report (also using tablets or smartphones)

It is possible to define checklists of checks and measurements to be carried out during the various types of scheduled maintenance and record during the compilation of the work order. This kind of activities can be automatically started if there are monitoring systems that detect anomalies (smoke, malfunctioning, etc.) and transmit them through standard channels / protocols. You can set criteria (SLAI) for the automatic control of the activity progress and the start of the related management actions (e-mail notifications for any delays).


There are various reports for the analysis of the management activities managed in the system (scheduled activities and activities in case of breakdowns): breakdown maintenance statistics, breakdown maintenance SLA, breakdown maintenance detail, scheduled maintenance calendar, scheduled maintenance activities, maintenance plan anomalies.


Some dashboards allow to immediately see the situation of the open breakdowns.

Logistic Management

Database of warehouses and warehouse items, handling of materials used in maintenance activities. ES-AU Asset Management allows you to manage the movement of consumable material used for maintenance activities.

In particular it is possible:

·      manage the consumables registry (possibly customizable with information of interest to each user);

·      record handling documents of consumables, with the type of reason (purchase load, unloading for use or return to supplier or scrapping, positive or negative inventory adjustment, transfer between warehouses), and list of the material involved;

·      print the current stock of consumables on each warehouse.

·      Movements can be recorded on the move using smartphones and tablets

Economic Management

Management of budget, suppliers and contracts for the purchase of goods and services, registration of purchase orders and related costs. For the economic management, ES-AU Asset Management implements some features that support the operative maintenance activities.

In particular it is possible:

·      record the contracts for the purchase of goods and services, including the framework contracts with maintenance technical and utilities (electricity, telephone, etc.);

·      record purchase orders for maintenance materials (consumables);

·      record the costs associated with maintenance, both in the form of invoices from suppliers and internal costs.

·      Customized connectors can be analysed and configured for possible interactions with ERP systems already in use.

Energy & Environment

Recording and analysis of energy consumption data of buildings. ES-AU Asset Management implements some support functions for managing some aspects of energy consumption in buildings.

In particular it is possible:

·      fill in the energy performance sheet of a building

·      record meter readings

·      record other useful measures for controlling the energy performance of a building.

IoT solutions

Complex IOT solutions can be supplied, integrated with ES-AU Asset Management, with:

·      a large number of drivers already available to interface with the most common devices on the market (both “building” and “industrial” worlds);

·      an architecture with multiple levels of concentrators to operate with distributed infrastructures;

·      possibility of device discovery;

·      batch reading of information on energy consumption;

·      batch reading of device operating parameters;

·      real time reception of alarms;

·      possible sending of commands to the devices.

GIS & BIM support

Geo-reference and display of assets on territorial maps, on 2D vectorial plans and on 3D BIM models, synchronize with the design tools using IFC standard files.

Online maps

·      Properties (complexes, buildings, etc.) and infrastructures (networks of roads, bicycle lanes, technological networks, management of natural environment, street furniture, etc.) can be georeferenced to on online map services, such as OpenStreetMap, Google.

Vector plants

·      ES-AU Asset Management is able to manage the traditional 2D vector plants (externally produced with tools like Autodesk AutoCAD), which can be imported into the system and connected with floors, rooms, installations, technical objects, furniture, etc.

·      From the card of an asset, you can get an automatic zoom of the plant, where the asset is located, and you can also graphically edit it. Vice versa, if you surf onto the plants, you can query the icons of the represented objects and move onto the information card of the related asset.

BIM Extensions

·      ES-AU Asset Management supports also the recent BIM extensions (Building Information Modelling) used by the main products for the 3D building designing (Autodesk Revit, GraphiSOFT ArchiCAD etc).

·      In this case, you can automatically synchronize the information managed inside the 3D designing software with the ES-AU Asset Management database, by using the open standard format IFC (Industry Foundation Classes):

·      by importing the IFC file (ISO 16739:2013) produced by the external design tool;

·      by updating in the ES-AU Asset Management database the technical and maintenance sheets of the objects (systems, technical devices, infrastructural elements, etc.) in the imported model, based on configurable mapping rules.

·      ES-AU Asset Management provides also an interactive display for 3D models, integrated in its standard user interface, which allows you to view realistically the building rooms and the related asset.


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