CN104504518A - ERP (Enterprise Resource Planning) system based reserve project data processing method and system - Google Patents
ERP (Enterprise Resource Planning) system based reserve project data processing method and system Download PDFInfo
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- CN104504518A CN104504518A CN201410792341.7A CN201410792341A CN104504518A CN 104504518 A CN104504518 A CN 104504518A CN 201410792341 A CN201410792341 A CN 201410792341A CN 104504518 A CN104504518 A CN 104504518A
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Abstract
The invention provides an ERP (Enterprise Resource Planning) system based reserve project data processing method and a system. The method comprises the steps: (A) independently dividing a part, which is used for processing reserve project data, from project management of an ERP system; (B) creating corresponding reserve projects according to actual project creating situations; (C) dividing project information into individual information and common information, and carrying out independent management. According to the method, based on a project management module of the existing ERP system, the part which is used for managing the reserve projects is independently divided from the project management module, and corresponding specific management modes are set, so that the reserve projects can be excellently contained in an ERP system management system, and the application prospect is good.
Description
Technical field
The present invention relates to ERP system technical field, particularly relate to a kind of deposit project data disposal route based on ERP system and system thereof.
Background technology
ERP (Enterprise Resource Planning) i.e. Enterprise Resources Plan, ERP system is widely used in all trades and professions, it is that apply in full firm-wide, a highly integrated system, cover the management work such as client, project, stock and purchase and supply, by standardized operation flow and standardized information data, come the efficiency of enterprise inside operation and overall management level.Wherein project management module realizes the Whole Course Management of settling accounts from approving and initiate a project to.ERP system project management module is safeguarded by normal process and normal data and is realized project management, be mainly used in the management process of equity type investment project, main flow comprise approve and initiate a project, the project implementation, project clearing, project closeout etc., major function comprise investment planning and management, preliminary budget management, cost accumulation management and analyze, services procurement manages, time schedule management etc., by closely integrated with fiscal module, material management module, realize data to transmit in real time, information sharing.But existing ERP system project management module realizes the management process from project closeout of approving and initiate a project, be only applicable to the management determining the project of building, and management system can not be included in for the project of the preparatory stage that is being planned, effectively manage.
Therefore, prior art need development.
Summary of the invention
In view of above-mentioned the deficiencies in the prior art part, the object of the present invention is to provide a kind of deposit project data disposal route based on ERP system and system thereof, be intended to solve existing ERP system project management module and can not include management system in for the project of the preparatory stage that is being planned, carry out the problem of effective management.
In order to achieve the above object, this invention takes following technical scheme:
Based on a deposit project data disposal route for ERP system, wherein, described method comprises: A, independently mark off in the project management of ERP system for the treatment of deposit project data part;
B, foundation actual items build situation, create corresponding deposit project;
C, individual information and common information is divided into manage independently project information.
Described a kind of deposit project data disposal route based on ERP system, wherein, described method also comprises after step c: D, when a certain deposit project completes examination & approval, becomes physical items or deposit project when reporting annual plan, described deposit project is converted to general item management.
Described a kind of deposit project data disposal route based on ERP system, wherein, in step B, described common information needs to complete typing when the project of establishment, specifically comprises: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
Described a kind of deposit project data disposal route based on ERP system, wherein, described project deposit numbering is specially 4 establishments and adds project serial number year, and described deposit project name specifically adopts hierarchical structure name patterns to name.
Described a kind of deposit project data disposal route based on ERP system, wherein, also comprises after described step C: E, classified information, personal information and unit information by deposit project and ERP system contact.
Based on a deposit project data disposal system for ERP system, wherein, described system comprises: reserves module, for independently marking off the part for the treatment of deposit project data in the project management of ERP system;
Creation module, for building situation according to actual items, creates corresponding deposit project;
Information management module, manages independently for project information being divided into individual information and common information.
The described deposit project data disposal system based on ERP system, wherein, described system also comprises modular converter, for completing examination & approval when a certain deposit project, become physical items or deposit project when reporting annual plan, described deposit project is converted to general item management.
The described deposit project data disposal system based on ERP system, wherein, described common information needs to complete typing when the project of establishment, specifically comprises: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
The described deposit project data disposal system based on ERP system, wherein, described project deposit numbering is specially 4 establishments and adds project serial number year, and described deposit project name specifically adopts hierarchical structure name patterns to name.
Described a kind of deposit project data disposal route based on ERP system, wherein, described system also comprises: projects module, human resources module and fiscal module, is respectively used to the classified information in deposit project and ERP system, personal information and unit information to contact.
Beneficial effect: a kind of deposit project data disposal route based on ERP system provided by the invention and system thereof, based on the project management module of existing ERP system, by independently marking off the part for managing deposit project wherein, and corresponding cura specialis pattern is set, enable deposit project good include ERP system management system in, have a good application prospect.
Accompanying drawing explanation
Fig. 1 is the method flow diagram of a kind of deposit project data disposal route based on ERP system of the specific embodiment of the invention.
Fig. 2 is the schematic diagram of specific embodiment of the invention project warehouse list.
Fig. 3 is the structured flowchart of a kind of deposit project data disposal system based on ERP system of the specific embodiment of the invention.
Embodiment
The invention provides the deposit project data disposal route and system thereof of planting based on ERP system.For making object of the present invention, technical scheme and effect clearly, clearly, developing simultaneously referring to accompanying drawing, the present invention is described in more detail for embodiment.Should be appreciated that specific embodiment described herein only in order to explain the present invention, be not intended to limit the present invention.
As shown in Figure 1, be the specific embodiment of a kind of deposit project data disposal route based on ERP system of the present invention.Described method comprises:
S100, independently mark off in the project management of ERP system for the treatment of deposit project data part.
S200, foundation actual items build situation, create corresponding deposit project.
S300, individual information and common information is divided into manage independently project information.
Described individual information can comprise the corresponding statistical classification of item types: namely determine according to the project host type in common information and project specialty segmentation type the statistical classification that deposit project is relevant, relevant classification may have multiple, needs user to set classification value one by one.Certainly, also can arrange according to actual conditions.
Concrete, when a certain deposit project completes examination & approval, become physical items or deposit project when reporting annual plan, described deposit project is converted to general item management.
Exploitation deposit project management system on the basis of ERP system project management module, safeguarded by standardized data, be implemented to the process management of laying in from project and approving and initiate a project, implement, settle accounts and closing, in step s 200, clear and definite future needs the project of building, and input system is set up deposit project and associated with planning information.In addition in routine duties, when finding that there is potential project construction and needing, also create deposit project in systems in which in time.And for deposit project, common information and individual information management in system, can be carried out.Wherein, the common information of all types project is all identical and must typing when creating, and individual information is arranged respectively according to projects type, can not all typing complete when creating, but reporting annual plan or necessary all typings before creating physical items, with effective management of Guarantee item progress.
More specifically, described common information specifically can comprise: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
It is preferred that described project deposit numbering is specially 4 establishments add project serial number year, can guarantee the uniqueness of bullets, be the basis realizing project management.And described deposit project name specifically can adopt hierarchical structure name patterns to name, so that carry out effective data management, be convenient to set up index, be convenient to searching project.
The concrete meaning of other common informations is as follows: deposit project application unit: record creates the organization of deposit project.Organization value list is arranged from the company's section in the combination of fiscal module account.Deposit project management department: the department name of record management deposit project.Information, from human resources module, is screened value list according to declaring unit.Deposit project host type: host type belonging to record deposit project.Type information is from system item classification configurations.Deposit project specialty segmentation type: specialty segmentation type belonging to record deposit project.Type information is from system item classification configurations.Planning item funds source: the funds source of the record deposit project scheduling.Value list is from system item classification configurations.Deposit project investment estimation: the fund preresearch estimates amount of money needed for the project construction of record deposit, identical element.Building site: deposit project scheduling building site information.If XX crossing, XX road is to XX crossing.The deposit contents of a project: record the relevant descriptor of deposit project construction content for business personnel.Create year: the year of record deposit establishment of item.Plan goes into operation year: record this deposit project scheduling and drop into the year of building.Program element administrator: the personnel of record following management actual items.Personal information is from human resources module.These personnel have permission amendment deposit project information.Deposit project manager: record manages the personnel of this deposit project information in systems in which, and acquiescence is founder.Personal information is from human resources module.These personnel have authority amendment deposit project information.Deposit project status: the current treatment state in systems in which of record deposit project, interim status comprises " report annual plan in deposit, annual plan is assigned, created physical items, split ".Status information is controlled automatically by system.Source deposit project: split function for laying in project, deposit project newly-built after fractionation records by fractionation deposit bullets.Phantom item mark: can set up special virtual deposit project work out for annual plan for gathering the item types assigning annual plan, this information is the mark that these projects are different from basic stock project.Virtual deposit project is created by system program, and the information user such as title, type, year cannot be revised.
Certainly, it should be noted that the good applicability in order to ensure to lay in project system, for the operation that the deposit project information not including annual investment plan or generation physical items in can be modified, splits and be deleted, specific operation process is as follows:
Deposit project is revised: deposit project reports annual plan or creates before physical items not being applied to, and all information all can be revised.In addition, will provide the version management of deposit project information in system, user can record and inquire all previous amendment situation of deposit project information.
Deposit project splits: because deposit project may not take into full account actual construction feasibility or operability when preparing, probably need to be split as multiple project according to actual conditions before project verification.The middle compression ignite gas pipeline engineering of a such as town road entirety, can be divided into several sections of constructions of setting up the project respectively; The and for example high-pressure gas pipe engineering of a long distance, needs to divide bid section and to set up the project respectively management.When there is this needs, split the deposit project set up in systems in which.The incidence relation of new projects and split sub-item being recorded during fractionation, foundation can be provided for realizing to the tracking of original project implementation situation like this.
Deposit deletion of items: be not applied in deposit project and report annual plan or can delete at any time before creating physical items.
More specifically, after step S300, the classified information in deposit project and ERP system, personal information and unit information are contacted.
Various information in above-mentioned data processing method and operation can be undertaken by corresponding list in ERP system, concrete list content and operation etc. are as follows: as shown in Figure 2, for the list based on Oracle Form interface development, the function such as inquiry, amendment, deletion, fractionation to deposit project information directly can be realized in this list.Deposit establishment of item list can be called, project verification application list by it.Because deposit project individual information content must be determined by deposit item classification information, therefore will distinguish the deposit general character of project, the display of individual information or maintenance area in this list, wherein individual information content only could be checked by user or safeguard after classified information of identifying project.Deposit project status will determine whether can revising or delete of deposit project information.In addition, also will realize version management function for deposit project information, all previous amendment for deposit project information all will set up old version information record in systems in which.
Deposit establishment of item list, it is specially the list based on Oracle Form interface development, and user is individually accessible, also calls by project warehouse list.The establishment to deposit project directly can be realized in this list.Use this interface, user needs first typing to lay in project common information, and after completing, system can judge deposit project individual information content according to the item classification information of user's typing, and user preserves information after finished item individual information is safeguarded, generate deposit bullets, complete deposit establishment of item.
Item types and specific properties information correspondence setting list, it is specially the list based on Oracle Form interface development, is used by system operation maintenance personnel.For arranging specific properties information corresponding to projects type, if attribute information has convention list, also need to arrange value list corresponding to specific properties information.The annual virtual deposit project concurrent program of automatic establishment, it is specially the concurrent program realizing specific function, is used by system operation maintenance personnel.For automatically generating the year virtual deposit project that constituent parts needs.
Information report: realize automatically according to the information generating report forms preserved in system, for user's Integrated query customizing messages by customization development.Form is also one of major way realizing sharing of project information.Following form about planning and deposit project management will provide: deposit project information Classifying Sum table: list according to project main information being concentrated with report form after querying condition screening deposit project.Planning relevant deposit project list: inquire about the deposit project relevant with planning and project information inventory to the incidence relation of deposit project according to planning.The actual implementation status table of deposit project: according to querying condition, the pogo plan of inquiring about specific deposit project assigns situation and actual project verification situation.
In addition, the present invention also provides a kind of deposit project data disposal system based on ERP system.As shown in Figure 3, described system comprises: reserves module 100, for independently marking off the part for the treatment of deposit project data in the project management of ERP system, creation module 200, for building situation according to actual items, create corresponding deposit project, information management module 300, manages independently for project information being divided into individual information and common information.
Concrete, described system also comprises modular converter 400, for completing examination & approval when a certain deposit project, becoming physical items or deposit project when reporting annual plan, described deposit project being converted to general item management.
More specifically, described common information needs to complete typing when the project of establishment, specifically comprises: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
It is preferred that described project deposit numbering is specially 4 establishments add project serial number year, described deposit project name specifically adopts hierarchical structure name patterns to name.
More specifically, as shown in Figure 3, described system also comprises: projects module 500, human resources module 600 and fiscal module 700, is respectively used to the classified information in deposit project and ERP system, personal information and unit information to contact.
In sum, a kind of deposit project data disposal route based on ERP system provided by the invention and system thereof, based on the project management module of existing ERP system, by independently marking off the part for managing deposit project wherein, and corresponding cura specialis pattern is set, enable deposit project good include ERP system management system in, have a good application prospect.
Be understandable that, for those of ordinary skills, can be equal to according to technical scheme of the present invention and the present invention's design and replace or change, and all these change or replace the protection domain that all should belong to the claim appended by the present invention.
Claims (10)
1., based on a deposit project data disposal route for ERP system, it is characterized in that, described method comprises:
A, independently mark off in the project management of ERP system for the treatment of deposit project data part;
B, foundation actual items build situation, create corresponding deposit project;
C, individual information and common information is divided into manage independently project information.
2. a kind of deposit project data disposal route based on ERP system according to claim 1, it is characterized in that, described method also comprises after step c: D, complete examination & approval when a certain deposit project, become physical items or deposit project when reporting annual plan, described deposit project is converted to general item management.
3. a kind of deposit project data disposal route based on ERP system according to claim 1, is characterized in that, in step B, described common information needs to complete typing when the project of establishment, specifically comprises: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
4. a kind of deposit project data disposal route based on ERP system according to claim 3, it is characterized in that, described project deposit numbering is specially 4 establishments and adds project serial number year, and described deposit project name specifically adopts hierarchical structure name patterns to name.
5. a kind of deposit project data disposal route based on ERP system according to claim 1, is characterized in that, also comprise after described step C: E, classified information, personal information and unit information by deposit project and ERP system contact.
6., based on a deposit project data disposal system for ERP system, it is characterized in that, described system comprises:
Reserves module, for independently marking off the part for the treatment of deposit project data in the project management of ERP system;
Creation module, for building situation according to actual items, creates corresponding deposit project;
Information management module, manages independently for project information being divided into individual information and common information.
7. the deposit project data disposal system based on ERP system according to claim 6, it is characterized in that, described system also comprises modular converter, for completing examination & approval when a certain deposit project, become physical items or deposit project when reporting annual plan, described deposit project is converted to general item management.
8. the deposit project data disposal system based on ERP system according to claim 6, is characterized in that, described common information needs to complete typing when the project of establishment, specifically comprises: deposit bullets; Deposit project name; Deposit project application unit; Deposit project management department; Deposit project host type; Deposit project specialty segmentation type; Planning item funds source; Deposit project investment estimation; Building site; The deposit contents of a project; Create year; Phantom item mark; Deposit project status; Deposit project manager; Program element administrator; Plan goes into operation year, and wherein said phantom item is masked as the mark that system distinguishes deposit project and normal physical items.
9. the deposit project data disposal system based on ERP system according to claim 8, it is characterized in that, described project deposit numbering is specially 4 establishments and adds project serial number year, and described deposit project name specifically adopts hierarchical structure name patterns to name.
10. a kind of deposit project data disposal route based on ERP system according to claim 5, it is characterized in that, described system also comprises: projects module, human resources module and fiscal module, is respectively used to the classified information in deposit project and ERP system, personal information and unit information to contact.
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| CN104978649A (en) * | 2015-06-10 | 2015-10-14 | 高涵 | Office information work log analysis and processing method |
| CN107730207A (en) * | 2017-10-18 | 2018-02-23 | 深圳市金政软件技术有限公司 | A kind of projects report system and its implementation |
| CN110766037A (en) * | 2019-08-30 | 2020-02-07 | 国网浙江省电力有限公司 | Processing method for storing item relevance cluster |
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Application publication date: 20150408 |