PANTHEON License Prices and Features

PANTHEON Features – Cash Operations

A cash register is essential for the sale of goods and services. It allows you to issue receipts or invoices for customers based on data stored in registers for customers, items, and inventory.

You can speed up your processes with pre-designed printouts for receipts and invoices, or you can customize them to suit your specific needs. Integrating portable points of sale and barcode readers with the program is easy, and cuts back even further on the time needed to create documents. PANTHEON Retail allows your customers to get through the check-out line as quickly as possible.

Cash operations include:

• POS invoice or receipt creation
• Customer register
• Overview of items and stock
• Cash register closure and automatic document posting
• Barcode reader and portable POS terminal integration
• Cash receipt entry and reporting
• Cash disbursement entry and reporting
• Payment overview in multiple currencies
• Multiple POS management
• Cash journal
• Cash reports
• Automatic posting of daily closures to the general ledger

PANTHEON Features – Issuing and Receiving Invoices

Total oversight and control no matter how complex your business

• Customize the program to suit your specific needs.
• Users from stores with highly complex inventory systems to large manufacturing firms are fully covered – highly detailed information about the flow of goods can be easily accessed, and the detailed tracking of individual units is easy even at large warehouses.
• A fully adaptable mechanism for tracking individual pieces of an item and the possibility of outfitting items with serial numbers guarantee compliance with the strictest traceability standards.
• Price change document are easy to create; they can be created manually for individual items or for groups or categories of items, or directly using data from receiving and issue documents.
• There’s also a recurring invoicing function: simply enter the customer and the time interval for payments (subscriptions or rent, for example) and the program will create the required number of invoices.
• For the needs of EU-mandated transaction reporting (Single Administrative Document, IntraStat), a module for automatically creating reports and sending them to the state statistical office is included in PANTHEON.
• Cost center monitoring makes it possible to link issued and received invoices with trips, payroll, direct costs, etc. It is an ideal corporate engineering tool and facilitates ABC cost-tracking methodologies: each project can be given its own microbalance.
• The program also provides a comprehensive overview of documentation, which significantly increases user productivity. In each document, the complete range or PANTHEON and external documents linked to the document can be accessed with a single click.
• A number of reports are available, including reports of invoices issued and received, material movement reports, reports on waste packaging, and stock overviews; all data crucial to day-to-day operations can be accessed in one place and used to prepare a variety of comparisons and analyses. VAT records can also be reviewed here.

• Various types of invoicing (retail, wholesale in local and foreign currencies),
• Automatic relieving of warehouses
• Track compound or packed goods (e.g. furniture)
• Manual and automatic serial number generation
• Create custom printouts of issue documents
• Print out packing slips and shipping documents from invoices without having to enter any additional data
• Periodic or recurring invoicing
• Consignment sales
• Use packing slips to create consolidated invoices
• Automatically change orders to invoices and correct/fill in missing data
• Automatically create cash receipts for payments in cash
• Customized interface for cash registers (POS)
• Keep track of purchases with credit cards, manage customer loyalty programs
• Payment in installments
• Consolidated invoice created from packing slips
• Automatically create cash receipts for payments in cash
• Create prepayments and automatically create negative prepayments on the basis of issue invoices; own use invoices
• Break down documents by departments and cost centers

Received invoices include:

• A number of options for classifying and numbering ingoing invoices (goods, materials, import, import from EU, business costs, project costs)
• Work with prepayments and automatic prepayment closing
• Automatic relieving of warehouses
• Create received invoices by adding order slips and compare goods received with goods ordered
• Outfit received products with direct costs (shipping and handling, etc.) and indirect costs (customs duty, excise duty, etc.)
• Create packing slips and use them to create consolidated invoices
• Create prepayment invoices and automatically create negative prepayment invoices from received invoices
• Set cost accounts on the level of the document or on the level of the document line
• Break down receiving documents by departments and cost centers, manually or automatically using distribution keys
• Payment in installments
• Automatically create cash disbursements for payments in cash
• Automatically create payment orders from receiving invoices

PANTHEON Features – Workflow Automation

Managing workflows with the ERP module PANTHEON Workflow speeds up and optimizes day-to-day operations in your company. It’s time to optimize and automate all routine, repetitive tasks that take up your time.

• Better control over company processes
• Lower training costs for workflows and PANTHEON
• Simpler and faster access to data
• Maximized time efficiency
• Improved productivity
• GDPR compliance
• Paperless document verification
• Automatic task distribution
• Automatic notifications about process statuses through PANTHEON and e-mail integration

Examples of cases where PANTHEON Workflow is advantageous:

• VAT account
• Payroll
• Year-end
• Received mail
• Issued and received invoices

PANTHEON Features – e-Business

PANTHEON users can take full advantage of all the benefits of e-business – all forms of work with accounting firms, the state, and business partners (companies) are covered by the program. This approach to conducting business is fast and effective, and, most importantly, significantly lowers costs for the user.

e-Business functionalities are integrated into the business information system and just a click away. For example, a user creates a pro forma invoice and clicks the “Export to PDF” option; the invoice is ready to be sent to the customer through the program. Electronically submitting state-mandated reporting forms (VAT forms, commercial records) is also very easy with PANTHEON.

Advantages:

• Automatically export pro forma invoices, offers, and invoices to PDF format and send them via e-mail
• Invoices can be scanned and sent to a company’s accounting service
• Electronic archiving of documents
• Export program data to MS Word, MS Excel, and PDF
• Electronic submission of state-mandated reporting forms (VAT, income tax, reports for banks, etc.)
• PANTHEON supports eSlog (sales and purchase orders, offers, offer confirmation, received and issued invoices, credit/debit notes, return slips)
• Easy integration with various online portals and e-stores
• Data exchange with other ERP systems through VOD
• Online stores and other services PANTHEON is the right choice for e-commerce. Many partner companies offer in-house or 3rd party web technologies that integrate with and upgrade the ERP software.

PANTHEON Features – Sales and Purchase Orders

The advanced and efficient order module allows you to monitor what you’re purchasing and from whom, purchasing costs and approximate delivery dates. It also gives you precise information about your inventory and sales order statuses. The order module gives you complete control over order statuses and optimizes order processes, so that your customers are always completely satisfied.

Order Tracking

The Orders module is used to keep track of received orders, quotations, and preliminary invoices for customers and issued orders, inquiries, and preliminary invoices from suppliers. A system of statuses is used to track orders throughout the order cycle, allowing you to always stay informed. Orders can be divided into different types (e.g. based on the type of work or customer), improving process traceability and oversight. Picking lists can be used to simplify work at larger warehouses and also allow users to use hard allocations to reserve goods for specific customers. CRM solutions developed by external developers provide real-time access to all documentation pertaining to customers. Order planning is designed for automatic order creation for suppliers based on previous sales.

Received Orders – Sales Orders

Feature overview:

• Create any number of custom sales order types (offers, pro forma invoices, etc.)
• Two partners can be listed in order documents (customer and consignee)
• Real-time overviews of current stock
• Real-time views of customers’ payment history
• List alternative products in orders (alternatives or additional goods that might interest the customer)
• Compound item specifications may be changed directly from order documents
• Order print outs in multiple languages (Slovenian, English, Croatian, for example), fully customizable print outs.
• Distribution using distribution keys
• Order reservations
• Write notes for individual order lines or for entire order documents
• Item descriptions in preliminary offers automatically copied from the register
• Add order lines to other orders
• Hard and soft allocations (by item or serial number)
• Partial dispatches
• Advance invoice created from orders
• Payment order creation
• XML import and export
• Picking lists
• Preliminary invoices

Issued Orders – Purchase Orders

Based on signal (minimum or optimal) stock and taking into account delivery deadlines, PANTHEON automatically generates purchase orders. Undispatched orders are clearly marked. Take advantage of the overview of issues, where you can review each line item and its purchasing dynamic. Speed up, simplify, and automate your operations with PANTHEON. Purchase orders include:

• Several types of purchase orders (e.g. domestic, foreign, consignment)
• Create purchase orders from sales orders
• Create purchase orders using inventory data (minimum, maximum and optimal stock)
• Automatic creation of purchase orders based on previous sales
• Create consolidated purchase orders from multiple sales orders
• Print out order forms in a number of languages
• Monitor partial dispatches
• Order reports
• Overviews of orders that have not yet been dispatched (customers or suppliers)
• Overviews of material requirements
• Demand analysis

Order Reports

Feature Overview:

• Overviews of orders that have not yet been dispatched (customers or suppliers)
• Overviews of material requirements
• Demand analysis

Orders and Manufacturing

Orders can also serve as the basis for invoicing and goods issue as well as manufacturing work orders. Using handy and simple functions, you can create different invoices from sales and purchase orders. Additionally, you can create manufacturing work orders from sales orders.

Online Retailers

You can link up sales order tracking with your B2B or B2C online store in PANTHEON. Check out the online retail solutions developed by our partners that can easily be integrated with the PANTHEON ERP.

PANTHEON Features – Travel Expense Management

PANTHEON unifies and simplifies travel expense management With travel orders you can keep track of business trips (including return trips) with expenses in different currencies. Pay them out directly from the travel order in any of the available ways (e.g. cash disbursement, payment order, salary, etc.). Several types of reports are available: from the travel expense report to reports about (un)paid travel orders. Automatic posting is enabled for payroll and travel expenses, streamlining the posting process.

• Travel management:
  • Simple trips and multi-stop or round trips, both at home and abroad
  • Wide range of payment methods
    • Cash (prepayment and payout)
    • Payment orders
    • Salary (above and below threshold)
    • Compensation
    • Consolidated trip payout by duration

  • Prepare trips in any currency
  • Automatic selection and calculation of domestic and foreign daily allowances with a reduction for meals (breakfast, lunch, dinner)
  • Daily Allowance Register import from the WEB protal
  • Manage the Daily Allowance Register, mileage rates, vehicles, trailers, indirect costs, and linked invoices including non-reimbursed expenses.
  • Destination overview in Google Maps
  • Reports (travel expenses, summaries by various criteria)
  • Travel order distribution using distribution keys
  • Automatic reporting to state agencies
  • Overview of attachments to travel orders and additional expenses
  • Automatic posting of order groups, or individual orders by department or cost center
  • Simple data entry through data imported from registers (subjects, personnel)
  • Records of travel orders compliant with local legislation
  • Data access restriction with authorizations (e.g. access only to own travel orders or those of subordinates)
  • Different travel order settings based on document type
  • Send travel orders to Documentation.
  • Built-in controls with reports (e.g. for automatic posting, travel order payouts) and IRIS warnings
  • Custom-defined mandatory input fields

PANTHEON Features – Basic Human Resource Management

PANTHEON ERP Software is GDPR compliant

You can ensure compliance with GDPR personal data protection standards by locking down access to sensitive data through authorizations.

Benefits:

PANTHEON Features – Warehouses, Stock, Inventory

PANTHEON supports all key warehouse operations and provides a comprehensive overview of your company’s goods. Inventory overviews and orders are fast and easy to use; a number of automatic procedures ensures the constant maintenance of optimal stock levels. Because PANTHEON supports all processes within a company, warehouse operations are seamlessly integrated with all your company’s departments (e.g. sales, manufacturing, accounting). When all your data is in one place, your operation becomes smoother, more organized, and faster. Advantages:

• Fast and easy transfer of goods between warehouses
• Different options for tracking inventory (current stock overview, minimum stock overview, available stock overview, available stock reports)
• Serial number tracking (included in LX, LT, RE, SE, ME, GE, MF)
• Automatically create inter-warehouse transfer documents from orders or other documents (available in LX, LT, RE, SE, ME, GE, MF)
• Monitor costing and pricing at warehouses
• Inventory
• Supports customs warehouse operations (included in re, SE, ME, GE, MF)

PANTHEON Features – Complete Human Resource Management

The management of human resource – a largely overlooked area of business IT – occupies a special place in PANTHEON. The core of the module for human resource management consists of employee files.

PANTHEON users can keep a wide range of records on employees of all kinds: full-time employees, part-time employees, external contractors, student employees, apprentices and interns, and previous employees. Employee files are compiled and kept for each employee. The files contain personal information and information about family members and previous employment; users can view the history of an employee’s movements within the company and monitor the length of service, additional days paid leave, employee leave histories, medical examinations and other state-mandated information, and information about education and training and related costs.

The human resources module contains a special section with data on employee salaries, voluntary pension insurance and compulsory pension insurance including payment records, union membership and membership payment records, hours worked, and other key data which are used throughout the program.

For the needs of hiring new employees, the program includes a module for tracking the hiring process for vacancies. Information about candidates can be stored in the company database as employment seekers for future openings – completely compliant with GDPR.. A rating system is used to score job interviews and makes it possible to find the right candidate for the job. Information from the hiring process can easily be transferred to the employee files.

PANTHEON is GDPR compliant

You can ensure compliance with GDPR personal data protection standards by locking down access to sensitive data through authorizations. Taking advantage of Workflow notification features, you can always track and manage your employees’ and candidates’ consent.

Feature overview:

• Employee register (reg. no., tax no., birth date, address, etc.)
• Employment record keeping (calculating length of service, anniversaries, etc.)
• Keeping records of family members, foreigners, work permits, various certificates, union memberships, vehicles, properties
• Keeping records of employee training (at official institutions and internally)
• Parameters for salary calculations (with a variety of useful fields for salary calculation formulas)
• Performance review
• Records of employees’ careers and progression within the company
• Records of awards and disciplinary actions
• Voluntary supplementary pension insurance and Compulsory supplementary pension insurance
• Module for systematizing positions
• Recording leave (calculations, reports, history) with formulas for calculating leave or by manual entry (company, position, employee level) and creating necessary decisions
• Records of absence, such as sick or study leave (calendar, table, report)
• Records of working hours and integration with different time registers
• Information about employees’ health
• HSW (records of certificates, protective equipment, employee documentation)
• Fixed assets duties
• Leave calculation and reports
• Encrypted decisions on annual leave can be sent to employees’ e-mails or exported
• Records of loans, debt enforcement, child support
• Legal registers (Standard classification of occupations, education levels, etc.)
• Event notifications (e.g. birth days of employees, contract expiration, medical examinations, HSW)
• Various forms
• Reports (standard reports, custom-built reports)
• Data export for various purposes (MS Word, Open office Write)
• Country-specific register imports from web services
• Dashboards
• Archiving
• Hiring:
  • Tenders for vacancies (internally, online)
  • Vacancy management
  • Candidate lists and Europass import
  • Interview management
  • Printouts (interview invitations, acceptance/rejection notifications)
  • Options to send mass e-mails to all candidates

PANTHEON Features – Payroll

The payroll accounting module of PANTHEON presents users with an exceptionally high degree of adaptability. A wide range of company types, employment relationships, basic and additional payouts, and taxes are covered by the program.

Once settings have been prepared for the first payroll calculation, preparing payroll is easy because key data need to be entered only once. Employee files and Personnel registers serve as the basis for payroll accounting. PANTHEON automatically transfers data about absence and attendance, commute costs, credits, union dues and fees, supplementary pension insurance, etc. using suitably defined earnings types. When all your data is in one place, payroll becomes easier, and faster.

Simplify your paperwork

Payroll supports all country-specific legally mandated forms and various other reports for contributions, earnings, loans, employee records with length of service increase, and many others.

PANTHEON allows you to create payments directly from the payroll preparation and calculation form. Additionally, posting to the general ledger can be automated.

PANTHEON is GDPR compliant

You can ensure compliance with GDPR personal data protection standards by locking down access to sensitive data through authorizations. Feature overview:

• Flexible creation of payroll lines – earnings types, contributions, and taxes
• Enter, edit, or delete data for multiple employees simultaneously
• Reverse calculations for individual or all employees
• Historical parameter data make it possible to redo payroll calculations (for individual/all employees)
• Transfer standard earnings types between calculations
• Manage short- and long-term credits and other deductions (taking into account local laws on claim enforcement and debt insurance)
• Import registers from web services (document types, earnings types, work types, contributions, payroll tax, relief, etc.)
• Average salary register import with automation options through task autorun
• Tools for calculating net and gross salary
• Payslips available in different languages
• Different accounting types based on the form of enterprise:
  • payroll for sole proprietors,
    private companies, and public institutions (payroll, information system for sending and analyzing data on salaries in the public sector)
• Different accounting types based on the type of employment relationship:
  • regular pay (collective/individual agreements, detached)
  • authors’ fees (journalists, cultural workers, etc.)
  • task contract
  • attendance fees and rents
  • apprentices, interns, high-school and university students
• Different methods for calculating basic salary:
  • base in gross monthly salary
  • calculate base in any currency
  • calculate base on the basis of points achieved
  • calculate base on the basis of employee ratings
  • calculate base using tariff/pay classes
  • calculate base using parameters for positions
  • calculate base using custom parameters in employee files
  • calculate base using parameters for cost centers
• Different methods for calculating additional payments:
  • multiple positions for a single employee
  • union fees taken from gross amount
  • bonuses
  • annual leave bonus
  • disability allowance
  • anniversary bonuses
  • severance payments
  • voluntary supplementary insurance
  • mandatory supplementary insurance
  • unpaid leave
  • length of service bonus
  • length of service increase
  • difference to minimum wage (calculated and paid out)
  • meals and travel allowances (also based on distance)
  • employee stimulus
  • sick leave paid for by employer
  • sick leave paid for by the state health insurance institute
  • contribution relief (in accordance with local legislation)
• Payroll reports:
  • a number of pay slips, available also in different languages
  • a number of summary reports
  • reports for dependents
  • form export via http post or SOAP
  • support for complex automated processes in sheltered workshops and employees transitioning from fixed-term to permanent employment
  • sole proprietor taxes (contributions report, membership dues report, pay slips etc.)
  • XML export of various forms
  • refund requests for the state health insurance institute, medical records
  • refunds from the state institute for pension and invalidity insurance, lists of applicable employees
• create custom forms
• export reports to Excel, Word, PDF, etc.
• Pay slip distribution in different formats and with different security settings
• Automatic payment order creation (individual, SEPA)
• Data from other sources:
  • Travel orders (unpaid travel orders below and above threshold)
  • employee files (data on employees) for manufacturing (manufacturing parameters)
  • tasks (information about presence)
  • calendar (absence information, public holidays)
• data export to 3rd party web services and state institutions
• automatic posting to the general ledger
• control and prevention of simultaneous use and data entry/editing in employee files during payroll preparation
• built-in controls and IRIS warnings

PANTHEON Features – VA

PANTHEON makes it possible to keep tax records in accordance with valid laws and regulations. The VAT module includes:

• Tax records: Ledgers of invoices issued and received, import invoices
• Ledgers of prepayments made and prepayments received
• Ledgers of invoices and prepayments for the European Union
• Automatically create VAT accounts
• Automatically create state-mandated forms and attachments for VAT
• Edit data in state-mandated VAT forms including attachments
• Quarterly reports
• Reports on supplies
• Automatic VAT posting
• Supports country-specific VAT regulations
• Control reports

Tax Ledgers

Tax ledgers in PANTHEON are created automatically based on data entered into the Goods module. The data are classified in the tax records according to the selected tax rate and the type of purchase or sale (e.g. domestic and foreign purchases, and sale to end customers).

The ledgers of invoices include: ledgers of issued invoices and received prepayments for domestic and EU issues, ledgers of received invoices and prepayments made for domestic and EU purchases as well as imports. The software also supports the automatic creation of custom forms, specific to any country.

For analytical and control purposes, the tax ledgers can be used to create reports for periods other than the tax period (e.g. for a particular week, partner, department).

VAT Account

VAT Accounts are created automatically in PANTHEON. They can be printed out directly from the program or exported into e-tax systems. Additionally, you can create all required supplementary documentation automatically in the rpogram. When the VAT forms are filed, you can lock down the tax period preventing further changes to the data in the system. VAT filed in such a way is automatically posted in PANTHEON.

Quarterly Report

Taxable persons that supply goods to other taxable or legal persons liable for VAT in another EU member state, has to report the provision of goods in the EU in the Quarterly report, which is created automatically in PANTHEON. If you find that there is incorrect information for an older period, you can manually correct it in a form specifically designed for this purpose.

PANTHEON Features – Operations Abroad

If you’re doing business abroad, PANTHEON LT and higher will allow you to adjust tax rates so that your VAT records are always flawless. With the right ERP tool, you’ll always be up to date on all rules and regulations concerning VAT and any business you’re doing with members states of the EU and 3rd countries, such as sale or purchase of goods and services.

PANTHEON Features – Customs, Intrastat, SAD

PANTHEON ERP software supports complete customs operations. Type D customs warehouse and all required records are supported. As other modules, the customs warehouse module uses document types. The software supports multiple customs warehouses and any number of different legal transactions for each.

The basic principle of the customs warehouse module is ensuring records of receipt and issue through accompanying documents. You can use the simplified or expanded module depending on the needs of your company.

• The simplified model records only receipts and issues through single administrative documents (SADs). Each issue from the customs warehouse has to be registered, so that the goods from the customs warehouse can be released into free circulation or sold outside of the country’s borders.
• The expanded module supports customs approvals for weekly or monthly customs clearance. In such cases, one supplementary declaration has several issues or accounting records associated with it.

PANTHEON supports local clearance and self-declaration. You can also design and print out SADs. Additionally import declarations and SADs are supported as well as simplified import and export declarations. There are also several types of analyses and reports available, helping you track goods in customs warehouses.

SAD, Intrastat

• • SAD and Intrastat report creation directly from invoices
  • Group creation of SAD and Intrastat reports

• E-export of Intrastat reports to state agencies

Customs warehouses

• Supports customs warehouses of type A, B, C, AND D
• Receive and Issue from the customs warehouse
• Automatic accounting record creation
• Statement and origin tracking
• Complete customs records management

PANTHEON Features – Fixed Assets

• The fixed assets module of PANTHEON is used to record business events linked to the procurement, use, and depreciation of fixed assets.
• The fixed assets register contains all data about each individual fixed asset and its activation and any changes it undergoes before being removed from service. Histories of all fixed assets can always be easily accessed.
• Besides depreciation reports, there are reports of changes caused by the downward or upward revaluation of the fixed asset.
• Changes of the location of each fixed asset can be tracked using data on business partners and changes in fixed asset assignments can be tracked in connection with data about employees. Records of repairs and scheduled servicing can also be kept for fixed assets that are used as office equipment.
• Depreciation calculations can be made for select fixed assets or for all fixed assets, and this information is automatically copied to the register. The program calculates depreciation on the basis of changes due to downward or upward revaluation.
• The posting of all fixed asset events to the general ledger is done automatically using the predefined accounts in the Depreciation Categories register or Fixed Assets register. You have the option to post fixed assets by department and cost center.
• Searching the Fixed Assets register is easy and transparent with a number of available search criteria. Tracking of fixed asset inventory is made even easier through the integration of barcode scanners with the program. With PANTHEON, fixed assets and small tools can also be automatically copied from receiving documents to the Fixed Assets and Small Tools registers.

Feature Overview

• Automatically copy fixed assets and small tools from receiving documents to the Fixed Assets and Small Tools registers
• Copy functions make it easy to enter identical fixed assets in the register by copying existing entries
• Manage fixed assets by department and cost center
• Downward and upward revaluations, and removal of fixed assets
• Fixed asset liquidation with prior removal of upward or downward revaluation
• Create print-outs for fixed assets or for the Fixed Assets or Small Tools register. Reports of register structure, liquidated fixed assets, and inventory count sheets
• Automatic fixed asset depreciation calculation for all fixed assets or for individual fixed assets, for user-specified time periods (monthly, yearly); simultaneous depreciation calculation by procurement accounts, by upward revaluation accounts, or by impairment accounts
• Depreciation calculation reports using a number of criteria: by accounts, by depreciation categories, by inventory numbers, by departments and cost centers
• Easily restore depreciation calculations or set the previous balance
• Automatically post changes to the Fixed Assets and Small Tools register and depreciation calculations
• Take inventory of fixed assets using barcode scanners and import data to the program for further processing
• Full documentation management
• Track repairs and regular maintenance
• Assign/release fixed assets to and from employees
• Automatically read stock or partial stock levels for a warehouse
• Easily enter inventory in the program
• Automatically create inventory surplus and shortage documents
• Create price change documents, automatic stock adjustment and posting

PANTHEON Features – Excise

The Excise Warehouse module is designed for quick input of items with excise duty for warehousing, manufacturing, and dispatch with postponed excise duty payment. Excise duty is accounted for items with excise duty in the Excise Warehouse, but it is not calculated into the purchase value or the tax records as is the case for excise item entry in general warehouses. Excise Warehouses also include traceability of goods. The Excise module includes:

• Receiving items to the Excise Warehouse
• Issuing items from the Excise Warehouse
• Excise duty account – separate for issuing, receiving, and both

PANTHEON Features – Service

Service functionalities are intended for users in the service industries and for users who issue warranties for the goods they sell.

Claims Warehouse

The key characteristic of services is that receiving and issue must be balanced. Items received must also be issued or replaced with other items or closed with credit notes. For this reason, a warehouse for service claims has been predefined. At this warehouse, stock is tracked both by quantity and value.

Service Order

Service orders are used to keep track of customer claims – receive returned articles for servicing and return them once repairs have been made, or replace them with different articles or issue a credit note, all with a single document. When goods are received for servicing, the program checks whether the goods were in fact purchased from the user’s company and whether they are still under warranty. Depending on whether the items are still under warranty or not, users can select billable or non-billable returns of customer claims.

Claims from Customers

• Supports primary services provided by the user
• Customer claims and claims to suppliers and service orders
• Warranty tracking
• Managing products by serial number, customer, and warranty period
• Overview of payables to customers
• Issue of replacement products
• Service claim invoicing
• Linking service orders and credit notes

Claims to Suppliers

Monitoring claims to suppliers, that is, for products sent back to suppliers, is done through issue documents for claims to suppliers, which are received back from the supplier through receiving documents, or are closed in the event that the supplier issues a credit note. The program also provides overviews of closed claims from customers and to suppliers and their contents.

• Create documents for sending claims to suppliers on the basis of received invoices and inventory
• Close service claims with replacement articles or by linking service claims to credit notes
• Reports of receivables from suppliers arising from claims

Claims Billing

The Service module also includes billing for claims (solved and unsolved). Claims can be billed separately for claims from customers and claims to suppliers, or a combination of both.

Billing adjustment of service claims is used for periodic billing of service processes.

PANTHEON Features – Accounting and Finance

PANTHEON accounting supports a general ledger with subsidiary accounts and automatic and manual posting of business events Most posts are created automatically using predefined templates. Subsidiary accounting ledgers are completely integrated with the general ledger, so data does not need to be reentered. Posting is made even easier through the use of distribution keys based on previously defined templates.

A basic chart of accounts is already included in the program, which can be supplemented or changed, as can predefined automatic posting templates. Using PANTHEON is precise, fast, and tailored to your needs.

Feature Overview

• Create any number of journal entry types with default posting settings
• Subsidiary accounting ledgers are completely integrated with the general ledger, so data does not need to be reentered.
• Automatic posting of invoices received and issued, the VAT account, payroll, trips and other personal receipts, manufacturing and material consumption
• Subsidiary accounts in local and foreign currencies
• Overviews of all posts in the general ledger/subsidiary accounts with filtering by a number of criteria: account, date, document type, partner, document number, and many more
• Automatically transfer or post to a new chart of accounts when the chart of accounts is changed and simultaneously create a journal entry
• Automatic closing of classes 4 and 7 and preparation of a journal entry
• Create a journal entry for the close of the fiscal year and an opening entry for the new fiscal year
• Create detailed and summary daily journals by journal entry number, date criteria, account, and person responsible, and in domestic and foreign currencies
• Create account card reports using a number of criteria: for a single account or a range of accounts, posting data, VAT date, document, local or foreign currency or both, various types of reports
• Create reports on short-term receivables and payables incurred through dealings with non-residents for the central bank
• Create reports for state financial institutions
• Summary reports of unbalanced journal entries and automatic posting and various other overviews for checking posts
• Create trial balances for any account or range of accounts and for any period (analytical by individual accounts, by synthetic accounts, groups of accounts, or classes).
• Predefined trial balance overviews that can be modified
• Trial balance overviews by departments and cost centers, comparisons of periods
• Automatically export trial balance reports, income statements and profit and loss statements to the state agency for public records.
• Monitor revenues and costs by individual cost centers (projects)
• All documents in the program (orders, invoices, trips, payroll) support tracking by cost centers
• Cost center analysis including profit/loss statements and balance sheets
• Automatic posting of accruals/deferrals

Financial Reports

The financial reports module contains predefined templates and formulas that can be used to create a number of different summary reports and income statements using a range of criteria: periods, departments, cost centers. Reports can also be used to compare individual periods, and can be prepared in domestic and foreign currencies.

Summary Reports

The summary reports module is extremely useful, and can be used to identify which journal entries are not balanced and posts that do not match up. The program supports the closing of accounts of classes 4 and 7 by departments and cost centers, and automatically prepares journal entries for posting to the general ledger. The year-end menu can be used to automatically create closing and opening journal entries for the fiscal year.

Consolidation

PANTHEON also provides consolidated accounting data that supports the consolidation of accounting data in accounting statements. Consolidated accounting statements are formed by taking the individual accounting statements of consolidated companies and making the required consolidation adjustments. Consolidation is prepared by an authorized company, which reads the posts that fit the date criteria to prepare a consolidated financial statement.

Interest Calculation

Subsidiary accounts are the basis for the calculation of late interest for customers, and summary calculations for suppliers. You can create custom interest calculations for individual business partners.

Reminders

The Reminder module facilitates the creation and distribution of reminders for overdue payments. Created reminders can be printed or sent via e-mail.

Collections

When enforcing claims from habitual non-payers, you can use the Collections module. Use it to monitor the communication with and promised payments from habitual non-payers. If a collection is unsuccessful, you can create an application for enforcement and file it electronically.

Creation of Electronic Payment Orders and Bank Statement Import

You don’t have to enter any payments manually into a banking program or manually post a bank statement. The entire exchange is done through ISO SEPA XML files.

Direct Link with Banking Programs and Balance Overview

If your business requires quick responses to customer payments, you can link PANTHEON with your banking program and use PANTHEON to track payments you receive and make.

Loans and Leases

Manage received and taken loans and leases. Prepare reports about leases for state financial institutions.

Accounting Panel

Everything accountants can do on a single database, they can do on several databases at once: automatic posting, summary overview creation, etc.

PANTHEON Features – Basic Work Orders

• Customizable work order types
• Simple work order creation
• Simplified ordering process
• Quick data entry on every work order
• Work documentation printout
• Production evaluation based on cost price
• Post-calculation and overview of differences between cost price and sales price
• Automatic warehouse material relieving and transfer of end products to item warehouses
• Serial numbers for materials, finished products, and semi-products
• Quotas and quota achievement rates
• Disassembly production (e.g. tree trunk sawing)
• Service work orders for workshops (e.g. auto repair shops)

PANTHEON Features – Simple Manufacturing

The Simple Manufacturing module covers all basic production processes. At the center of the module are specifications, which include all information about materials and operations, and work orders, which are used to issue materials and receive products. With the introduction of serial numbers, complete traceability of the product is ensured.

PANTHEON is an excellent choice for serial manufacturing and custom orders. The software facilitates the creation of work order based on various criteria. It also automatically prevents the transfer of the same order into a work order. When creating and processing work orders, the order no. functions as a linking document, which allows you to always have insight into the order status and completion percentage.

Specifications

• Spec operations are simplified.
• Specifications contain all material and operational data required to manufacture a product.
• Specifications are created and updated directly in the Items Register.
• Copy and transfer data from other specifications.
• Specification reports by level
• Reports for specifications including certain materials
• Simulation of pre-calculation value

Work orders

• Customizable work order types
• Simple work order creation
• Simplified ordering process
• Quick data entry on every work order
• Work documentation printout
• Cost price calculations
• Automatic warehouse material relieving and transfer of end products to item warehouses
• Quotas and quota achievement rates
• Service work orders for workshops (e.g. auto repair shops)

Serial numbers

• Production of items with serial numbers
• Serial number tracking and overview
• Detailed item tracking by serial number
• Various types of serial number management: individual, batch, compound serial numbers

PANTHEON Features – Business Intelligence – Predefined Dashboards

Already included in SE, ME, GE, MF Dashboards provide management, analysts, and executives with a tool for viewing processes within a company. Users can use number of predefined dashboards. With predefined dashboards, parameters, formulas, and methods for displaying the company’s operations are already entered; all the user needs to do to get an overview of operations is enter data. Key information no longer needs to be collected from multiple, dispersed locations and copied from separate documents. PANTHEON allows you to have all the data on how your business is doing at your fingertips. Feature Overview

• Views in a number of forms: graphs, tables, counters, rotating tables and graphs, custom ARES displays, or maps using Google Maps
• Predefined dashboards
• Operation efficiency
• Liquidity ratios
• Debt ratios
• Profitability ratios
• Activity ratios
• Employee overview (business trips, personnel files)
• Production overview
• Receivables overview
• Stock Overview
• Overview of sales by country
• Debt ratios
• Zmijewski Model financial ratios
• Chesser Model financial ratios
• Kralicek Quicktest financial ratios
• Altman Z-score financial ratios

PANTHEON Features – Business Intelligence – Custom Dashboards

Dashboards provide management, analysts, and executives with a tool for viewing processes within a company. Powerful business analytics provide an overview of business operations on all levels of a company. Management can keep track of everything without having to look for key information in different places. Information and analyses can be easily exported to e-mail or MS Excel.

Reports can be predefined and periodically automatically created. E.g. at the end of every week, the VP of sales can automatically receive information about the current week’s sales to their e-mail.

The overview of operations can be tailored to the needs of different groups of employees. The CEO needs different information from a salesperson and they need different information from an accountant. You decide whether you want to display your data in a simpler format or tailored to one specific purpose.

Business Intelligence is already integrated in PANTHEON and therefore does not require any additional setup or programing. This also means that you save money on implementation and maintenance in the long run!

Tailored to your needs

Dashboards are extremely easy to use and functions can be customized to suit the needs of individual users. This way, it is possible to simultaneously adapt the system to the needs of a director who needs only key indicators and data and a financial analyst who requires more detailed, specific data.

Create any number of customized dashboards, while some dashboards have been predefined. With predefined dashboards, parameters, formulas, and methods for displaying the company’s operations are already entered; all the user needs to do to get an overview of operations is enter data. Key information no longer needs to be collected from multiple, dispersed locations and copied from separate documents. All necessary information to make sound business decisions is reachable in a few clicks.

Feature Overview

• Views in a number of forms: graphs, tables, counters, rotating tables and graphs, custom ARES displays, or maps using Google Maps
• Predefined dashboards
• “Tailor-made” dashboards are easy to create
• Useful for all departments
• Automatic display of dashboards when logging into PANTHEON
• OLAP or SQL data display
• A number of pre-defined dashboards:
  • Operation efficiency
  • Liquidity ratios
  • Debt ratios
  • Profitability ratios
  • Activity ratios
  • Zmijewski Model financial ratios
  • Chesser Model financial ratios
  • Kralicek Quicktest financial ratios
  • Altman Z-score financial ratios
  • Quick overview of business ratios

PANTHEON Features – Business Intelligence – Analyses, Reports, Planning

Analyses

ZEUS Analysis responds to the needs of both advanced and, with its drag-and-drop functionality, less demanding users. Even less demanding users can take full advantage of all the possibilities that ZEUS Analysis offers. he analytical capabilities of ZEUS Analysis are encompassed in rotating tables and rotating graphs that offer functions like drill down, rotate dimensions, and filter functions, and additional functionalities, including drill through (links to source documents and registers), indexes, export to Excel, and saving.

• Easy to use (drag-and-drop)
• Pivot tables with complete OLAP functions (drill down, pivot, filtering, etc.)
• Double clicking a data point opens the source document
• A wide range of settings (sorting, limits, indexes, amounts, etc.)
• Settings can be saved for repeated use
• Analyses of quantities, values, gross margins, etc.
• Easy-to-view module structure (sales, procurement, finances, stock, etc.)
• One-click export to Excel
• Pivot chart with complete OLAP functions (drill down, pivot, filtering, etc.)
• Graphical views (column, line, pie, area, etc.)
• 3D graphical analyses
• One-click export of charts to .gif files
• Drill through function – links to documents and registers contained in the analysis
• Analyses by days, months, quarters, years

Business Reports

The most important guideline for developing reports was providing users with maximum ease-of-use. For this reason, we’ve developed a four-step process for creating reports. Custom reports can be created in four easy steps by using predefined report types with a few additional settings. All reports can be printed out, saved, or exported to Excel. Reports can be displayed as tables or charts.

• Simple to run (“ZEUS reports in four steps”)
• A wide range of predefined reports
• A wide range of settings (sorting, limits, indexes, amounts, etc.)
• Settings can be saved for repeated use
• Analyses of quantities, values, gross margins, etc.
• Easy-to-view module structure (sales, procurement, finances, stock, etc.)
• One-click export to Excel
• Graphical views (column, line, pie, area, etc.)
• 3D graphical analyses
• Analyses by day, month, quarter, year
• Comprehensive user manual with examples and detailed explanations for each report

Planning

Our users’ wish for ease-of-use was also applied to the development of a module for planning. Planning can be done for the following areas: sales, procurement, payroll and financials. Plans can be generated for any number of periods and using a wide range of parameters (partners, countries, items, categories, departments, etc.). Indexes, differentials and cumulatives are used to quickly create comparisons between planned and actual realization. Planning is rounded out by advanced tools such as the Plan Generator, which automatically creates plans on the basis of past realization and percentage upturns/downturns.

• Easy to use
• Custom detailed planning using a range of parameters
• Easy-to-view module structure (sales, procurement, finances, stock, etc.)
• Plan Generation tool – for easy (“automatic”) planning on the basis of past realization
• One-click export to Excel
• Password-protected export to Excel
• Easily prepare comparisons between planned and actual realization (differentials, indexes, cumulatives, etc.)
• Links to registers used in planning
• Planning by day, month, quarter, year
• Simulation and comparison of various scenarios (optimistic, pessimistic, and realistic planning)

PANTHEON Features – Manufacturing – Planning

For the purposes of manufacturing planning the PANTHEON MF software is organized in such a way to enable different approaches to planning for different types of manufacturing. It covers everything from individual and batch (small series) manufacturing all the way to large-scale and mass or process manufacturing as well as make-to-order (MTO) or make-to-stock (MTS) manufacturing. It is suitable for simple as well as highly structured products and combined manufacturing processes. The process planning functionality in PANTHEON enables multilevel, i.e. partial and comprehensive, planning. It mainly focuses on medium-term operative planning and fine-tuned short-term manufacturing scheduling.

Enter items in the plan manually or by transferring them from sales orders, manufacturing module, from other plans and from the scheduled material plan using tools. Scheduling material requirements planning enables calculation of gross and net material requirements for the period of an individual plan taking into account stocks, estimated consumption and manufacturing. Depending on the settings, you can also take into account individual dates.

Capacity planning enables calculation of capacity requirements for an individual plan in comparison with the available operating resource capacities. The program window includes several panels providing various overviews of the required capacities and available operating resources. Moreover, the program enables different printouts of capacity load of operating resources required for plan realization.

• Resources:
  • Custom combinations of machines and employees
  • Capacities
  • Work calendars
  • Resource-based cost determination
• Material requirement and resource capacity planning
  • Order creation based on plan requirements
  • Work order creation based on plan requirements
• Quotas and quota achievement rates

PANTHEON Features – Manufacturing, Scheduling

Scheduling in PANTHEON MF consists of a detailed schedule breakdown, optimal coordination of manufacturing deadlines, and effective management of manufacturing resources. It is carried out through operational manufacturing planning taking into account specification data, in particular from technological manufacturing operations. We can also use simpler methods for scheduling manufacturing such as time-phased scheduling and scheduling by daily production quantities. Both methods require less input data and at the same time provide material requirements and resources planning.

Work Orders

You can later create work orders through material requirements planning. Use the tools available in the Process WO window to set the order of executing work orders and lastly to present this order via a Gantt chart where you can manually set dates on a WO schedule at a microlevel.

PANTHEON Features – Manufacturing – Advanced Work Orders

Advanced Work Orders Include:

• Custom No. of different Work Order types
• Resource occupancy overview
• Reports and Analyses
• Cost Analyses

Cost Estimate

Cost estimates are used to create estimates of the price of manufactured and assembled products. Data is taken from the estimated (normative) direct material and work costs listed in the basic product specifications.

Cost estimates reveal the cost structure of all specification levels, expressed as the total cost of material and labor expended for the item.

Cost estimates can be limited to only certain types of items or materials, making it possible to create partial costing for products that contain only certain types of materials or work. Material and labor costs can be determined using a number of metrics when creating cost estimates, or settings from defined business events in manufacturing can be summarized. A number of price simulations are also available. An item’s detailed cost estimate provides an overview of manufacturing costs broken down into all levels of the item’s specification.

Cost Analysis

Cost analyses run in the background of the module for tracking work orders in production; they provide overviews of the actual production costs of the items in work orders. These actual costs stemming from materials and labor pertain to items when they are received at the warehouse from work orders. The amount and calculation method for costs depend on the settings for work order document types. A number of detailed and summary cost analyses are available.

The program also offers analyses of work orders and documentation linked to work orders. Analyses provide overviews of work order status, issue and receiving slip statuses, unfinished manufacturing, and linked document reports. All analyses can be performed by combining a number of different metrics.

PANTHEON Features – Manufacturing – Specifications with Alternates

The module facilitates the design and maintenance of multi-level spec structures for products and process definition for the production of individual modules using technological processes. This means that with PANTHEON even the most complex structures and processes stay manageable.

PANTHEON Features – Vertical Integrations

Advanced versions of PANTHEON include a module which allows you to upgrade and adapt existing PANTHEON features to suit your company’s needs. The module is called PANTHEON ARES.

ARES is a powerful development environment, which facilitates the creation of new procedures for Workflows, which are run in connection with existing PANTHEON features. In practice this means that PANTHEON is implemented first and is then linked with 3rd party solutions that you wish to keep. You can therefore both upgrade your ERP system and not lose any specific features that are otherwise not included in PANTHEON.

ARES also allows you to develop and link your own solutions with PANTHEON. The module facilitates the use of external dynamic libraries (DLL), access to other databases via the ADO interface, and automation inside the Windows operating system using COM objects.

Varnostna kopija pomeni, da v podatkovni center Telekoma Slovenije shranimo kopijo podatkovne baze PANTHEON-a, ki jo uporabljamo na svojem strežniku. Tako avtomatiziramo dnevno izdelavo varnostnih kopij najpomembnejših podatkov podjetja. Z nastavitvijo ustreznih opcij v PANTHEON-u imate lahko vaše podatke spravljene enako varno kot PANTHEON Cloud uporabniki z varnostnimi kopijami in možnostjo restavriranja podatkov za zadnjih 7 dni, zadnje štiri petke in zadnjih 12 mesecev.

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