ENGINEERINGTimeLine ERP

THE ERP SOLUTION FOR INDIVIDUAL AND PROJECT MANUFACTURERS

• CAD Integration (e.g. plugins for Inventor, Solid Edge, Solidworks)

• Estimates• BDE and Project Timekeeping• Purchasing/MRP• Project Management and Milestones

• Service, Repair and Task Management• integrated document management with revision control • integrated mail server, integrated calendar/CalDAV server• mobile CRM• personal support

TimeLine ERP is a single system offering a level of functionality that is usually only available by creating interfaces between multiple systems.

Merge industry specific ERP functions into a cohesive, interface-free system which is capable of displaying all enterprise processes and documents with integrated PDM, project management and document management system.

THE INNOVATIVE ERP SOLUTION FOR INDIVIDUAL AND PROJECT MANUFACTURERS.

Human contact and advice mean a lot to us. That is why you are assigned a

permanent contact person for the entire project.

Additionally, the flexible, customizable architecture of the TimeLine platform offers:

• full ERP functionality everywhere via Internet (even without a terminal server),

• mobile apps for CRM and machine data recording and

• an integrated C#/.NET development environment (TimeLine DEVELOPER)

• independent customization options (queries, report generator, statistics, pivots, form generator for info modules and scorecards)

Our manufacturer service and support en-compasses a dedicated point of contact, customization to your individual require-ments (while maintaining the releasability) plus fast implementation times and com-prehensible implementation costs for the launch.

Anyone looking for a flexible software solution that can be implemented quickly and with transparent pricing would be hard-pressed to find a better alternative to TimeLine ERP.

Customer Relationship Management (CRM)Activity management, mail campaigns/mailing lists, mobile CRM app, advertising offers with integrated text editing, lost orders statistics, telephone inte-gration, orders with discount and partial billing procedures

BASIC FEATURES

Materials manage-mentPurchasing/MRP, project management, chaotic storage, lot and serial number tracking includ-ing BOM serial number traceability, supplier reminders

EstimatesPreliminary, simultane-ous and final costings

ProductionProduction orders, sawing/processing and custom cutting orders, multistage project work orders, external allocation

ADDITIONAL OPTIONS

Project managementMilestones, task assign-ment, scheduling, email and documents

ServiceService items in orders, responses and billing in arrears, time-based service planning

Business intelligenceIntegrated pivot tool for flexible analyses without going through Excel, report generators, scorecards and editor for self-created score-cards

Human ResourcesGraphic workforce planning with vacation scheduling

PlanningRough planning (auto-matic), detail planning (drag and drop), APS (Advanced Planning and Scheduling) process, forward/backward and intermediate scheduling

Operational data acquisitionTime and materials confirmation using a tablet-based interface, In/Out

Complaint processingComplaints, 8D report

Document Management with Revision ControlManual/automatic document capture, OCR, bar-code OCR, linking/keyword tagging/classification, document-level access control, direct preview of linked documents in all relevant forms (customer base, project management, documentation, etc.). Accessibility of all documents, including external (from the construction site, at home, from custom-ers) via the Internet.

Integrated Mail ServerIntegrated email editor with HTML/SMTP mail distribution, service-based email retrieval with automatic linking to customers/suppliers without the need for manual intervention. Parallel working between Thunderbird/Tobit/Outlook, etc. and the TimeLine email system with bidirectional synchro-nization of the Inbox/Outbox/Draft/Sent and Trash folders. Access control for setting up private mail folders and/or sharing mail folders with co-workers.

Calendar and Task ManagementCalendar and task management system, bidirection-al calendar synchronization with all CalDAV clients (e.g. Thunderbird, Outlook, smartphones, etc.), automatic mapping of scheduled events to custom-ers/suppliers, including scheduling history.

DOCUMENT AND WORKFLOW FOUNDATION DRAWING MANAGEMENT

BUSINESS FEATURES

Integrated Business ModulesIntegrated financial bookkeeping; cost accounting; asset accounting; payroll accounting and workforce time recording

InterfacesDATEV; Lexware

Find out more at:www.timeline-erp.de

CAD Plugins forInventor, Solid Edge and Solidworks, editing of TimeLine items and metadata from the CAD environment.

BOM and Item AcceptanceCan be done directly from drawing files via plugin or using Excel files.

3D VisualizationDirect STEP/IGES preview at all worksta-tions and BDE terminals without installation of a separate viewer. Automatic integration

of STEP photo files upon BOM acceptance (plugins only).

Integrated TimeLine PDMArchiving of drawing files with revision control in the TimeLine PDM/DMS or connec-tion to external PDM systems via interfaces.

PROJECT MANAGEMENTwith Milestones, Documents and Emails

Project management provides a clear display of all project records, drawings and documents in a single module (Project Explorer). The Project Explorer combines all elements of a project in a clearly categorised form. Records can be accessed directly from the Explorer by double click.

The project can be divided and planned based on milestones, which can be moved using drag-and-drop. In turn, the milestones can be assigned to tasks, which can then be planned in the calendar, etc.

The project module also has integrated document management, which allows documents (scans, etc.) to be directly assigned to the project

DRAWING MANAGEMENTe.g. with CAD plugins and 3D visualization

Our new features specially developed for individual and project manufacturers make it possible to meld the CAD environment and drawing data with the ERP system and take full advantage of an integrated ERP system. Maintain a constant overview of your projects, capacities or inventories and reap the benefits of an inter-departmental command center which saves you valuable time.

CAD plugins

With plugins for Autodesk Inventor, Solid Edge and Solidworks, TimeLine offers the possibility of melding the CAD and ERP worlds for the first time. Once it is setup, you can edit TimeLine items and metadata from within the CAD environment.

BOM and Item Integration

TimeLine can read BOMs and metadata directly from the drawing files – an Excel import function is avail-able for other CAD systems.

Using the TimeLine plugins, item data can be edited directly from Inventor, Solid Edge or Solidworks so that the designer doesn’t have to leave their usual work environment and data redundancy is eliminated.

Integrated Product Data Management (PDM)

TimeLine comes with an integrated PDM system for Inventor, Solid Edge and Solidworks – but it can also be connected to an external PDM system.

In conjunction with drawing management, the DMS (Document Management System) manages revisions to drawing data. Checking data in and out can be performed directly through the TimeLine plugins so the designer doesn’t have to leave their development environment.

3D Visualization (STEP & IGES Viewer)

• Display STEP (.stp, .step) and IGES (.igs, .iges) files

• Zoom, pan, rotate, with optional fullscreen mode.

• Interactive labeling of BOM items and 3D drawing elements

• Display the structure of the product, hide/show/move components

• Examine, hide/show

• Export BOM with automatic acquisition of STEP photo files

Time and materials responses can be done on a tablet or terminal using the integrated BDE solution.

PRODUCTIONand Detail Planning

The detail planning allows you to drag and drop the planned orders to the desired machine/resource in the desired order. At the same time, you are planning each machine/resource in your own calendar.

Master data• Bills of material

• Work plans

• Shift plans and resources

Operating orders• Option for automatic generation using a

production proposal, either manually or by transfer from a customer order to a produc-tion order

• Printing routing cards, time tickets, material requisition cards, etc. (adaptable)

Planning• Visual planning table

• Planning based on finite or infinite capacities

• Forward and backward scheduling

• Automatic just-in-time updates for planning

Feedback• Time and quantity feedback

• Individual and collective feedback

SALES and CRM

Continuous: From the query to the calculation to the quotation and even to the deadline follow-up – all processes are interlinked:• Inquiry recording and tracking

• Transferring the inquiry to the cal-culation, feedback of the calculation values back into the inquiry

• Generation of quotes, either from the inquiry or the calculation

• Automatic follow-up for your quota-tions

• Fast telephone helpline for questions

All customer data in one single system – everything at a glance: Any number of addresses and contact persons for the customer, filing of all contact data such as the phone number, fax number, email address, etc. for the contact person.

Activities under control: Management of contact notes, workflow-supported automatic follow-up, opportunity man-agement, setting up distribution lists for mass emails, mass letters, etc.

Email and document management:• Sending emails at a click from

the customer master and records

• Email archive / automatic email importing (IMAP and SMTP)

• Mass emails and email campaign management

• Integrated rich text editor with photos, charts, etc. for the integrat-ed preparation of quotations from the system (without diverting via MS Word)

Calendar and task management:• Calendar management with a CalDAV

server (bidirectional synchronisation of dates with Outlook, iPhone/smart-phones, etc.)

• Task management (e.g. also for APQP / project management)

Integration of your phone system:• Caller ID with a direct jump

to the central customer information

• Direct dial by mouse click

Central customer information: Cor-respondence, incoming and outgoing emails, contact notes and follow-up dates, internal records, DMS documents, addresses and prices, history and statistics, outstanding items, delivery backlogs and revenues.

Archiving: Printouts are optionally redi-rected to a PDF archive, e.g. to archive invoices and other records.

MULTISTAGE PROJECT ORDERSwith Direct Ordering Option

In addition to the multistage linking of work orders, the project work order also provides the option of mapping a multistage assembly of any depth in a single work order.

Via the right mouse menu, it is possible to directly order or request items from the bill of materials – each bill of materials item has a status that is identifiable by colour coding in the bill of materials. All process sequences are possible, even if the bill of materials item does not have an item number (one-time parts).

Work sequences can be created either as a group or in assembly levels – the entire project work order can also be generated via a bill of materials imported as a transfer from CAD. Prices can also be managed directly from the project bill of materials – clicking on them adds them to the calculation.

Emails mapped to the customer automatically

EMAIL AND DOCUMENT MANAGEMENT (DMS)

TimeLine provides you with integrated document management in the ERP system. In addition to linking files with objects in the ERP system, TimeLine DMS also makes it possible to file documents on the DMS server. Adapters (“clients”) are available on the user page for Windows File Explorer and for the Outlook and Tobit email systems.

TIMELINE DMSYour Benefits:

• Email integration: Automatic importing and selective archiving of incoming and outgoing emails, along with attachments. Incoming emails are automatically identified by the ad-dress, imported, indexed by keyword and assigned to the business partner in the ERP system.

• Archiving with Revision Control: TimeLine’s DMS is certified for revi-sion-controlled archiving.

• Automatic document importing: Via managed directories, documents in certain directories are automatically added to the DMS and indexed by keyword.

• Explorer integration: Any number of files can be copied over to the DMS system directly via Windows Explorer (drag-and-drop).

• Indexing by keyword: Documents copied over to the DMS system are automatically indexed by keyword.

• OCR: automatic keyword (metadata) tagging of images via OCR.

• Barcode OCR: As an option, bar-codes in documents (e.g. PDF, Word, Excel) can be scanned and used for linking them with projects, products, tools, customers, etc.

• Automatic document recognition: automatic recognition of documen-tation and automatic allocation as quotes, orders or incoming invoices (from version 14)

• Multiple linking: The same docu-ment can be assigned multiple times. For example, an incoming complaint email can be assigned both to the complaint as well as to the customer and the project.

• Security: TimeLine DMS consists of a separate file system that is located on the DMS server. Depending on permission management in Windows, this file system is not accessible from the outside. In this way, you are pro-vided with a protected area for files that are jointly used and organised by assignment to ERP objects – so customers, products, etc.

• Availability via the web: Files in the DMS are fully available via the web. Use TimeLine³ (e3 platform) for web access.

• Check-out: Documents can be checked in and out for editing. During check-out, the file is available for editing online or offline. Check-in is used to update the file in the DMS.

TimeLine Business Solutions Group

Head office: Gebauer GmbHObere Dammstrasse 8–1042653 Solingen, Germany

Tel.: +49 212 230 350Email: info@timeline.dewww.timeline.de

TimeLine ERP

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All brands and product names mentioned in this brochure are registered trademarks of their respective producers or companies.

ENGINEERING

2018ERP System of the year

Winner in the category

Serial manufacturing