Customize your EtomPlan installation to the unique needs of your environment.

Every book on accounting and commerce talks about business’ perpetual existence and uniqueness. It is the latter quality that gets emphasized so much that everything that a business needs doesn’t fit in a standard, already made software. The level of customization upto which a product can adapt practically decides its stay in the market. If a business expects everything to suit its needs, the enterprise application that helps run it all becomes no exception.

EtomPlan provides out-of-the-box customization for many of its features. EtomPlan Configuration app is devoted to the customer-specific customization allowing rapid implementation and operation while still enjoying the benefits of standard software.


Define workflows as per your requirement. Workflows are defined in terms of Status Values, Transitions, Checks and Actions. EtomPlan delivers pre-defined Check and Actions for each workflow type, which can be used in any of the transitions. Permissions can be applied to each transition, allowing fine-grained control over who can effect transition from one state to another in each workflow type. Further, some workflows can make use of auto-transitioning, where status is changed due to effect of other transactions.

Format Numbering

Define format number and revision date on the top of each formatted report as per your Quality Management system. This feature even allows you to change the title of the report as per the prevelance in your organization.

Voucher Numbering

EtomPlan generates voucher number automatically saving user from the hassle of maintaining records and having to specify the numbers manually. This feature allows you to specify the numbering style of each voucher. You can set scope as per Department, Campus, Company or Global and numbering as per Daily, Calendar Year, Financial Year or Global.


Security is the essence of any enterprise management solution and EtomPlan aims to excel in that area. Through this feature, it is possible to define very fine grained security starting from app and down to individual view, form and report level. The security can be defined in terms of groups in order to avoid changing each time a user changes roles as well as individual users in case of some special requirement. Additional checks based on Mac Address, Host IP Address, Network IP address etc can also be defined.

Often times, a user is to be allowed app access but limited to their own department, campus or division. This can be accomplished by EtomPlan feature “App User Config”, whereby such restrictions can be defined. In this mode, all views and forms will automatically limit themselves with specified filters.

Attribute Classes

EtomPlan features a powerful classification system that allows objects to be described by attribute values. The attributes are used for same group of objects, such as materials and processes. These can then be used to list and search those objects. You can define what attributes are needed by each object type. These attributes can then be grouped together into classes and can then be assigned to object types. For each attribute, we can also define what range or list of values are permissible.

Pricing Procedures

EtomPlan pricing procedure let you define invoice elements for each transaction type like local, inter-state and international purchase and sale. Each procedure element can be defined on the document level or line item level and configured as a percentage or fixed amount. Accounting keys are defined against each procedure element to link the pricing procedure with the chart of accounts. The procedures form part of initial system configuration and the system is shipped with sample standard procedures. During entry of financial transaction, user is given a list of applicable procedures to choose from. Depending on selection, procedure elements are presented and values can be given on the level as defined in the procedure. The accounting voucher is automatically computed based on the pricing procedure selected and document field values.

Automatic Account Determination

EtomPlan is an integrated system with each automatic posting of accounting vouchers based on entry in other modules of the system. System defines standard accounting keys for each transaction type. Against each accounting key, GL account mapping is defined during initial system configuration to map various transaction types with GL Accounts as per the customer specific chart of accounts. This enables system to determine GL accounts automatically based on specific transaction values while greatly simplifying entry for the end-user. The accounting keys are defined for various areas like purchase, sale, assets, travel and payroll.

Movement Codes

EtomPlan movement codes are three character fields, used to describe the type of material movement that needs to be performed. The movement code is used for all types of movements – receipts, issues and transfers. EtomPlan ERP comes with more than 40 movement codes. During initial system configuration, you can copy and create new customized movement codes. The movement code is key to the Inventory management process because it controls updating of departmental stock quantity, campus stock quantity, campus stock value, reservation stock, determines what fields are displayed and required for entry and also updates correct account information.