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Kunshan Huizhong ERP Function Planning

2017/10/20      view:

First, the overall requirements

To establish a unified management of the company; to achieve the company's centralized management and management of the shop; to achieve sales management and management of the company's management system, the establishment of the company's job responsibilities, clear and standardized; unified data sources, unified computing standards; Sales orders, tracking, management; to achieve BOM, material management and engineering changes; internal procurement, production, warehousing, finance and other unified to a platform for management, reflecting the effective management of the entire enterprise to achieve production, Financial information integration.

Second, business needs

1. Purchasing management requirements

1) supplier management: procurement of suppliers, outsourcing of suppliers of file management. Requisition management: According to the actual needs of various departments, put forward procurement demand plan. But also according to production needs analysis, material demand analysis automatically generate material requirements.

2) inquiry management.

3) purchase price management: through the purchase order policy to achieve the purpose of controlling procurement costs.

4) Purchase order management: (existing system already included)

5) Receiving plan (analysis): According to the procurement plan analysis of the receipt of the receipt plan, so that the warehouse receipts in good order, while ensuring the progress of production as planned.

6) storage quality control: whether the number of orders in accordance with the purchase order, whether the timely delivery, quality inspection of the situation.

7) purchase management: procurement of the arrival of the deal to meet the different suppliers of different raw materials provided by the different inspection and different test results of the treatment. Users can be based on the inspection of each kind of goods to carry out the definition and inspection processing. The process is flexible and diverse, and the test conditions are freely defined.

8) Procurement warning: procurement should be paid without delivery warning, can be ahead of the advance warning.

9) Quality inspection: support a variety of test methods and a variety of test standard settings.

10) supplier quality assessment: the supply of suppliers for the time, price, quality, etc. to form a comprehensive supplier assessment form.

11) to support data exchange with suppliers: suppliers through the network can keep abreast of their supply of goods and the company's inventory, to see what content depends on the permissions.

12) to provide tariffs, insurance, transportation costs, etc. directly by the number or amount of the right to respond to the correct purchase cost.

13) purchase can be provided by product / business / vendor / invoice / area and other details, statistics, compliance rate, ranking analysis and management.

14) purchase / purchase returns a single choice of payment / payment terms, automatic calculation of the closing period, the date of the bill, direct response and vendor transactions.

15) the use of bar code and serial number: the procurement process can support the product bar code input information; at the same time to provide the details of the product serial number registration, to detail the specific code of each commodity (goods after the production of identification number), check the goods Inventory serial number, you can also according to the serial number to check the procurement of goods and sales destination, to facilitate the quality of business tracking and management.

2. Warehouse management needs

1) the inventory of materials, storage, transfer and inventory and other daily work to conduct a comprehensive control and management.

2) inventory management: to provide the way to achieve the disk and the disk inventory; for the disk surplus, disk loss of information can automatically generate the relevant inventory adjustment processing reports, and can automatically generate accounting documents to complete the business and financial accounting.

3) storage management: inventory can be achieved storage management, detailed inventory of the specific location, easy management. But to absorb the goods automatically coordinated management.

4) inventory analysis: the realization of the inventory age, stagnation and other comprehensive analysis. Intermediate library management: the middle of the system library warehouse attributes, to achieve the middle of the goods into and out of management. To achieve the main, sub-units and packaging unit management, and can automatically convert.

5) batch number management: to achieve the same kind of products or materials, different suppliers, different time supply distinction, you can achieve first-in first out. The system provides batch management of the parts (products) at the time of purchase and storage (production storage). Each batch is assigned a lot number, and the corresponding batch of parts and materials (products) can be selected when receiving (sales).

6) serial number management: for special products, parts and other value is relatively large, involving maintenance and other content need to determine the uniqueness of products, components.

7) goods stagnation analysis.

8) balance enterprise logistics: enterprises in the procurement of materials, production materials, products and sales of goods in the logistics sector, the stock plays an important balance. Purchasing materials will be based on inventory capacity, coordination incoming incoming storage, while the production sector should take into account the inventory capacity, the production line logistics balance logistics distribution, and coordination of products in the inventory management. In addition, the inventory of goods sold products should also be coordinated as appropriate. Balance the flow of funds occupied: inventory of materials, products and finished products is the main part of the circulation of funds, so the inventory control is actually the balance of the flow of funds, such as: increase the bulk of the main goods will reduce the cost of the enterprise , To maintain a certain amount of in-process inventory and materials will save production exchange times, improve work efficiency, but these two areas should find the best control point.

9) support early warning of dull material: system support materials (products) dull early warning, but also support the batch of materials (products) dull early warning management.

10) Support inventory range limit and over limit alarm: In the definition of goods, each item can be corresponding to each store to set its inventory of the highest and lowest inventory, the system according to the location to account for its inventory quantity and amount, And there are ultra-limit alarm processing and items backlog and shortage statistics. A variety of costing methods: cost of goods to support support for mobile weighting, the weighted average, the monthly weighted average, first in first out,

11) Check the expected stock in future time: Check the expected stock of certain items at a future point in time. The estimated method is the actual stock - the amount of pre-delivery + the amount of pre-paid.

3. Barcode management requirements

1) receipt inspection, inspection, storage management.

2) finished and semi-finished product tracking management.

3) Process data acquisition.

4) process inspection, final inspection management.

5) finished product packaging management.

6) finished goods storage, a library management.

4. Sales management needs

1) customer management: sales of customers and distributors of the management of the file, the business and customers signed by the contract for effective management. (The existing system has customer management, but no contract management) quote analysis function: the customer's inquiry needs, you can achieve material, labor, fee quotation analysis, and can add a certain management coefficient, the company's gross margin forecast. Order Forecast: When signing an order with the customer, it can reflect the customer's credit limit, the inventory of the goods and the profit of the order.

2) Sales order management. Sales price management: the system can provide the price policy function, the enterprise can define each item with each customer different purchase price of different settlement price or settlement discount, if the customer purchases the goods and the quantity in the price policy agreed quantity , If the customer is an old customer, the system automatically extracts the sales price in the historical database of the sales order; if there is no historical sales and pricing policy, the system automatically sets the sales price of the sales order. Out of the standard price of the goods. Historical sales price, price policy, the standard sales price between the three priority is the price policy, historical sales price, the standard sales price. It can be seen that the price policy is equivalent to the enterprise and the customer signed the sales price contract. Order review audit process management: the need to take the audit process of the order, the system can take the function of multi-level audit, you can also go to sign the way. Order comprehensive query: orders in the case of decomposition of the task, the specific implementation of each stage to what extent: such as procurement is in place, the production process to what extent, there is no storage, there is no delivery, quality and so on. Sales management: sales after shipment, financial and business processing flexible and convenient, to meet the business of different business, financial accounting management needs. After the shipment, the system can provide a detailed record of the sales of business sales of various circumstances, including, customer name, date, sales department, the main clerk, the price is tax, goods code, name, quantity, The amount of the receipt, the amount of the advance receipt, the amount of other expenses involved in the goods and the method of apportionment of the costs, etc., after the importation of the goods, after the audit confirmed, the system of other information changes :

* Decrease in financial book inventory;

* Financial book inventory cost reduction;

* If you choose a single account, the system accounts receivable information increased;

* If you choose to immediately generate the voucher and accounting voucher template, the accounting ledger system data will automatically increase the formation of the enterprise's current accounting information and leadership decision-making statements;

* If there is advance receipt of data to offset, the business and supplier information will change between;

3) early warning function: the order should be delivered without delivery, for the sale has not yet recovered, such as abnormal warning.

4) sales price, receivables control: the price system can be achieved in the pricing policy management, reduce the price of human factors changes. For the credit through the credit to control the transaction risk, there is no payment early warning tips.

5) sales statistics analysis: sales by region, by variety, by business, according to customer analysis ranking, and output a variety of graphics. Bar code and serial number use: the sales process can support the product bar code input information; at the same time to provide the details of the product serial number registration, to detail the specific code for each commodity (goods after the production of identification number), check the inventory of goods Number, can also be based on the serial number to check the whereabouts of the sale of goods to facilitate the quality of tracking and management, but also facilitate the maintenance of after-sales service.

6) sales credit management: the system provides the customer's credit limit control, lower than the credit limit can not control the order or delivery.

5. Quality management needs

1) quality inspection methods: half of the inspection, special inspection, full inspection, sampling;

2) inspection content: purchase inspection, sales inspection, inventory inspection, sales return inspection, distribution and return inspection, production process inspection, production completed inspection, collar / return inspection, inspection

3) the output of quality test results: graphical output of various quality test results, to produce a curve, histogram, X-R, Plato, pie chart, 3D map and other manual large amount of graphics reports;

4) for all kinds of products, materials can develop a variety of testing standards;

5) the development of key test indicators;

6) use of inspection equipment designation;

7) materials to be seized management;

8) Management of inspection / inspection work;

9) the first inspection of production inspection and inspection management;

10) return analysis and quality complaints management.

6. Production management needs

1) can focus on the maintenance of enterprise planning control in the various basic data needed, the gradual standardization of time data;

2) to provide the master production plan, the production plan into a product plan, in balance with the needs of materials and capabilities, accurate to the time, the number of detailed schedule.

3) can help companies solve the problem of material planning, such as: the number of sales orders is how much? What is the existing product inventory? How much does it need to produce? How much raw material is needed? When is the material in place? How many semi-finished and finished products are needed to be produced? The system provides automatic calculation function after obtaining various demand information;

4) After the initial material requirements plan is obtained, it is possible to determine whether the material demand plan for production is an implementation plan that can be executed on the basis of capacity analysis and APS production schedule; it can help enterprises to balance the needs of materials and capabilities (Such as orders, routes, inventory, BOM and capacity constraints, etc.) to make a balance between the interests of the enterprise and the interests of the customer's interests, and to provide a precise schedule of time and quantity; to allow the planner to quickly combine production constraints and related information (such as orders, Good planning and decision-making to meet customer needs and the face of fierce competition in the market. It strengthens the function of production planning and scheduling based on traditional MRP planning logic in ERP system. The synchronous planning capability of APS system not only makes the planning result more rational and enforceable, but also enables enterprises to achieve the balance between supply and demand purpose.

5) strict control of the production process, to achieve process standardization: through the system can choose whether the operation in strict accordance with the process control, select the subsequent production operations must be in accordance with the delivery of goods to complete the direction;

6) The system can automatically generate the production of work orders, materials picking orders, commissioned processing and picking and other orders; production departments only need to follow the various documents for procurement, picking, production and processing, finished product delivery, etc. Labor costs, manufacturing costs automatically calculate the cost of production costs, you can complete the more complex production management.

7) When the business order is issued, the MRP material plan analysis can choose to arrange the order or reverse row of the business order to provide more flexible order-type material online analysis.

8) After the business order audit is issued, the material analysis can be carried out on the basis of limited production capacity through MRP material planning analysis to solve the lag that can only be analyzed on the infinite capacity.

9) According to the needs of different customer orders and the degree of urgency to complete the production line in accordance with the limited capacity to re-arrange the scheduling of production, flexible to the production analysis staff more reasonable arrangements for the production behavior, to avoid the actual production process Of the various uncertainties caused by bottlenecks.

10) When the production analysis of the production start-up orders (including enterprise orders or production process notice) after the global plan analysis, the need for global planning analysis of the data after the effective graphical analysis and view. Because the data generated in the production of data is too much, and not intuitive, need to change the data for the graphical, visualization, more convenient analysis of the production of analytical analysis and more reasonable arrangements for the scheduling work The

11) production analysis of personnel through the system under the visual scheduling operations to query, the enterprise in the production analysis generated after a large number of data into a visual, visual graphical interface.

12) After the global plan analysis of the production results, through the visualization of scheduling operations in accordance with the actual production situation, adjust the production start of the pre-construction and pre-completion date, adjust the work order to the production capacity of the machine to continue production, The production of documents to start a reasonable split or merger.

13) through the production of dynamic table to real-time monitoring of production site conditions, timely adjustment of production tasks.

14) order comprehensive query, allows enterprises to high-level or sales staff can understand the order of the company's operation at any time, timely feedback to the customer information.