CN111612425A - Material distribution system - Google Patents

Material distribution system Download PDF

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Publication number
CN111612425A
CN111612425A CN202010442779.8A CN202010442779A CN111612425A CN 111612425 A CN111612425 A CN 111612425A CN 202010442779 A CN202010442779 A CN 202010442779A CN 111612425 A CN111612425 A CN 111612425A
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China
Prior art keywords
application form
approval
allocation
materials
shared
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Pending
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CN202010442779.8A
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Chinese (zh)
Inventor
张昊
陈新星
陈思颖
陈凯强
李舒婷
张楷涵
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
State Grid Fujian Electric Power Co Ltd
Information and Telecommunication Branch of State Grid Fujian Electric Power Co Ltd
Original Assignee
State Grid Fujian Electric Power Co Ltd
Information and Telecommunication Branch of State Grid Fujian Electric Power Co Ltd
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Application filed by State Grid Fujian Electric Power Co Ltd, Information and Telecommunication Branch of State Grid Fujian Electric Power Co Ltd filed Critical State Grid Fujian Electric Power Co Ltd
Priority to CN202010442779.8A priority Critical patent/CN111612425A/en
Publication of CN111612425A publication Critical patent/CN111612425A/en
Pending legal-status Critical Current

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    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/10Office automation; Time management
    • G06Q10/103Workflow collaboration or project management
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/06Resources, workflows, human or project management; Enterprise or organisation planning; Enterprise or organisation modelling
    • G06Q10/063Operations research, analysis or management
    • G06Q10/0631Resource planning, allocation, distributing or scheduling for enterprises or organisations
    • G06Q10/06312Adjustment or analysis of established resource schedule, e.g. resource or task levelling, or dynamic rescheduling
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/08Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
    • G06Q10/083Shipping
    • GPHYSICS
    • G06COMPUTING; CALCULATING OR COUNTING
    • G06QINFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q10/00Administration; Management
    • G06Q10/08Logistics, e.g. warehousing, loading or distribution; Inventory or stock management
    • G06Q10/087Inventory or stock management, e.g. order filling, procurement or balancing against orders

Abstract

The invention relates to a material distribution system, which comprises a cross-project material dumping module, a shared material management module, a transfer application management module and a balance library module which are newly added on an ERP system. According to the invention, through the construction of a material distribution system, the intensive management and control capability and the management lean level of the company material department are obviously improved. The construction of the material distribution system not only promotes the intensification and the refinement of material management, but also improves the efficiency of material front-end service execution by the online operation of each service line and the data integration among systems.

Description

Material distribution system
Technical Field
The invention relates to the technical field of power systems, in particular to a material distribution system.
Background
With the deepening of the application of the ERP system in the electric power field, the material management and the service department put forward higher demands on the refinement level of the material management. In order to meet the standardization and lean of company material management, the power grid gradually expands the application range of balanced bank materials, develops the research and development of a cross-unit material allocation function, lacks a material management function of fully applied mature package software, and constructs a material management application information system with transverse integration, longitudinal penetration and high fusion.
Disclosure of Invention
In view of this, the present invention provides a material distribution system, which is constructed based on an ERP system, and improves the material inventory management benefit.
The invention is realized by adopting the following scheme: a material distribution system comprises a cross-project material dumping module, a shared material management module, a transfer application management module and a balance library module which are newly added on an ERP system;
the cross-project material dumping module is used for creating a dumping application form for relevant examining and approving personnel to examine and approve and reject the dumping application form, and providing functions of examining and approving paths and examining and approving states of the dumping application form;
the shared material management module is used for creating a material allocation shared application form, submitting the material allocation shared application form to a demand department for examination and approval, and allowing the demand department to examine and approve the shared material application form;
the transfer application management module is used for creating a transfer application form and submitting approval for approval of an approval person to perform approval and rejection operations on the transfer application form;
the balance library module is used for checking and reminding the balance library.
Further, the cross-project material dump module specifically comprises the following operations:
creating, modifying and inquiring a dump application form: the material demand personnel create a dumping application form through a cross-project material dumping module; the method comprises the following steps of carrying out modification operation and query operation on an uncommitted and rejected dump application form; only the query operation can be carried out on the transfer application sheet submitted for approval;
examination and approval of a dump application form: after the dump application form is created or modified, if the dump application form is submitted for approval, triggering the work flow of approval of the dump application form; related examination and approval personnel carry out examination and approval and rejection operations on the dump application form through the cross-project material dump module, and can check the examination and approval path and examination and approval state of the dump application form in the cross-project material dump module;
the report inquiry and printing functions of the dump application form are as follows: the personnel requiring the materials inquire a dumping application form through information including the number and the creation date of the dumping application form in a cross-project material dumping module, and can print the dumping application form which is approved.
Further, the shared material management module specifically includes the following operations:
establishing a material allocation sharing application form: the information of the material allocation sharing application form comprises: company code, factory, stock location, original project definition, wbs element, batch, material, quantity, allocation reason type, material belonging cost center; the shared material management module completes filling of a material allocation shared list according to requirements, leads in shared materials in batches, automatically generates a material sharing number, automatically pops up an examination and approval frame after the leading in is completed, and manually selects an account to submit to a demand department for examination and verification by leading in special responsibility;
and (3) material sharing modification: the material sharing special responsibility can delete the material sharing list before the first-level approver approves the materials to withdraw the shared materials, and when the shared materials are withdrawn, the system automatically unlocks the stock, namely, the stock state is changed from freezing to non-limiting, and the batch is changed into the original batch;
and (3) material sharing query: and the information uploaded by each unit, including shared materials, examination and approval progress, effective material sharing quantity, effective amount, dumping certificate number and frozen certificate number, is inquired through the shared material management module.
Further, the allocation application management module specifically includes the following operations:
creating a transfer application form: the personnel needing the unit materials selects corresponding materials in the allocation application management module, enters an allocation application form creating interface, and fills information including the allocation quantity, the allocation factory, the allocation wbs and the purchasing group; automatic verification of the system: the sum of the current batch amount and the requested batch amount of the batch material cannot exceed the total adjustable amount; the rollout plant cannot be the same as the rollout plant; the configuration of calling-in items and moving types is complete; if the verification is correct, submitting a leader of a demand department for examination and approval;
approval of transfer application form: selecting the next approver in each level when approval is approved, and automatically thawing the corresponding part of materials by the system when the approval of the last level is approved so as to prepare for transferring out and transferring in units, transferring out and transferring in and out of the warehouse; if the code is a cross-company code, the system automatically generates a transfer purchase order when the last-stage examination and approval is finished;
canceling a transfer request form: the revocation of the approved transfer application form is realized, and after the revocation is successful, the system automatically freezes the corresponding part of materials;
calling application form inquiry: the material demand personnel inquire the allocation request form by inputting information including the number of the allocation request form, the creation date and the factory in the allocation application management module, and can print the allocation request form which is approved.
Further, the balancing library module specifically comprises the following operations:
checking balance library: after the purchase application is subjected to primary examination and approval, the unit virtual project inventory is examined, and whether spare parts and cross-unit allocable materials of the unit have materials of the profitable warehouse or not is also examined, and if one type of the stocks have the materials of the profitable warehouse, the stocks are judged to be the profitable warehouse; if the shareholder exists, the balance shareholder is required to be dedicated to send a balance shareholder workflow to be dealt with, and the balance shareholder is required to be dedicated to be performed according to actual conditions;
and (3) balance pool processing: if the unit can be used for the interest of the warehouse, the demand personnel is informed to modify the purchase application to take materials; if the unit is required to be crossed and the warehouse is benefited, the demand personnel is informed to carry out material allocation application in the allocation application management module;
balance interest bank information report form: the balance interest bank information report increases the information of the interest bank of the unit spare parts.
Compared with the prior art, the invention has the following beneficial effects: according to the invention, through the construction of a material distribution system, the intensive management and control capability and the management lean level of the company material department are obviously improved. The construction of the material distribution system not only promotes the intensification and the refinement of material management, but also improves the efficiency of material front-end service execution by the online operation of each service line and the data integration among systems.
Drawings
FIG. 1 is a schematic diagram of a system according to an embodiment of the present invention.
FIG. 2 is a schematic diagram of a cross-project material dumping application interface according to an embodiment of the present invention.
Fig. 3 is a schematic view of a shared material management function interface according to an embodiment of the invention.
Fig. 4 is a schematic diagram of a transfer application management interface according to an embodiment of the present invention.
Detailed Description
The invention is further explained below with reference to the drawings and the embodiments.
It should be noted that the following detailed description is exemplary and is intended to provide further explanation of the disclosure. Unless defined otherwise, all technical and scientific terms used herein have the same meaning as commonly understood by one of ordinary skill in the art to which this application belongs.
It is noted that the terminology used herein is for the purpose of describing particular embodiments only and is not intended to be limiting of example embodiments according to the present application. As used herein, the singular forms "a", "an" and "the" are intended to include the plural forms as well, and it should be understood that when the terms "comprises" and/or "comprising" are used in this specification, they specify the presence of stated features, steps, operations, devices, components, and/or combinations thereof, unless the context clearly indicates otherwise.
As shown in fig. 1, this embodiment provides a material distribution system, which includes a cross-project material dump module, a shared material management module, a transfer application management module, and a balance library module, which are newly added to an ERP system;
the cross-project material dumping module is used for creating a dumping application form for relevant examining and approving personnel to examine and approve and reject the dumping application form, and providing functions of examining and approving paths and examining and approving states of the dumping application form;
the shared material management module is used for creating a material allocation shared application form, submitting the material allocation shared application form to a demand department for examination and approval, and allowing the demand department to examine and approve the shared material application form;
the transfer application management module is used for creating a transfer application form and submitting approval for approval of an approval person to perform approval and rejection operations on the transfer application form;
the balance library module is used for checking and reminding the balance library.
In this embodiment, as shown in fig. 2, the cross-project material dump module specifically includes the following operations:
creating, modifying and inquiring a dump application form: the material demand personnel create a dumping application form through a cross-project material dumping module; the method comprises the following steps of carrying out modification operation and query operation on an uncommitted and rejected dump application form; only the query operation can be carried out on the transfer application sheet submitted for approval;
examination and approval of a dump application form: after the dump application form is created or modified, if the dump application form is submitted for approval, triggering the work flow of approval of the dump application form; related examination and approval personnel carry out examination and approval and rejection operations on the dump application form through the cross-project material dump module, and can check the examination and approval path and examination and approval state of the dump application form in the cross-project material dump module;
the report inquiry and printing functions of the dump application form are as follows: the personnel requiring the materials inquire a dumping application form through information including the number and the creation date of the dumping application form in a cross-project material dumping module, and can print the dumping application form which is approved.
In this embodiment, as shown in fig. 3, the shared material management module specifically includes the following operations:
establishing a material allocation sharing application form: the information of the material allocation sharing application form comprises: company code, factory, stock location, original project definition, wbs element, batch, material, quantity, allocation reason type, material belonging cost center; the shared material management module completes filling of a material allocation shared list according to requirements, leads in shared materials in batches, automatically generates a material sharing number, automatically pops up an examination and approval frame after the leading in is completed, and manually selects an account to submit to a demand department for examination and verification by leading in special responsibility;
and (3) material sharing modification: the material sharing special responsibility can delete the material sharing list before the first-level approver approves the materials to withdraw the shared materials, and when the shared materials are withdrawn, the system automatically unlocks the stock, namely, the stock state is changed from freezing to non-limiting, and the batch is changed into the original batch;
and (3) material sharing query: inquiring information uploaded by each unit, including shared goods, examination and approval progress, effective goods sharing quantity, effective amount, dumping certificate number and frozen certificate number, through a shared goods management module;
when the materials submission is approved, two approval strategies of county companies and non-county companies are realized, and the materials submission is responsible for automatically distinguishing the adopted approval strategies when the materials submission is approved.
In this embodiment, as shown in fig. 4, the allocation application management module specifically includes the following operations:
creating a transfer application form: the personnel needing the unit materials selects corresponding materials in the allocation application management module, enters an allocation application form creating interface, and fills information including the allocation quantity, the allocation factory, the allocation wbs and the purchasing group; automatic verification of the system: the sum of the current batch amount and the requested batch amount of the batch material cannot exceed the total adjustable amount; the rollout plant cannot be the same as the rollout plant; the configuration of calling-in items and moving types is complete; if the verification is correct, submitting a leader of a demand department for examination and approval; after clicking 'OK', automatically generating a transfer application form;
approval of transfer application form: after clicking 'OK', automatically generating a transfer application form; selecting the next approver in each level when approval is approved, and automatically thawing the corresponding part of materials by the system when the approval of the last level is approved so as to prepare for transferring out and transferring in units, transferring out and transferring in and out of the warehouse; if the code is a cross-company code, the system automatically generates a transfer purchase order when the last-stage examination and approval is finished;
canceling a transfer request form: the revocation of the approved transfer application form is realized, and after the revocation is successful, the system automatically freezes the corresponding part of materials; only the material saving part is approved after the transfer application is cancelled;
calling application form inquiry: the material demand personnel inquire the allocation application form by inputting information including the number of the allocation application form, the creation date and the factory in the allocation application management module and can print the allocation application form which is approved;
and (3) processing a failed order: the method realizes the additional building function of automatically creating the failure purchase order when the final-stage examination and approval of the cross-company code transfer application form is completed.
In this embodiment, the balancing library module specifically includes the following operations:
checking balance library: after the purchase application is subjected to primary examination and approval, the unit virtual project inventory is examined, and whether spare parts and cross-unit allocable materials of the unit have materials of the profitable warehouse or not is also examined, and if one type of the stocks have the materials of the profitable warehouse, the stocks are judged to be the profitable warehouse; if the shareholder exists, the balance shareholder is required to be dedicated to send a balance shareholder workflow to be dealt with, and the balance shareholder is required to be dedicated to be performed according to actual conditions;
and (3) balance pool processing: if the unit can be used for the interest of the warehouse, the demand personnel is informed to modify the purchase application to take materials; if the unit is required to be crossed and the warehouse is benefited, the demand personnel is informed to carry out material allocation application in the allocation application management module;
balance interest bank information report form: the balance interest bank information report increases the information of the interest bank of the unit spare parts.
In particular, according to the requirements of a business scheme for improving the utilization rate of material inventory, the embodiment analyzes the informationization current situation, combs the support capacity of the existing information system function on inventory management business, and develops an inventory information sharing platform based on an ERP system. The following objectives are achieved:
1. through the construction of a material distribution system, the intensive management and control capability and the management lean level of the company material department are obviously improved, and the management lean level is mainly embodied in the following aspects:
1) the material allocation system fully realizes the online sharing of the inventory data of the whole province, and province companies can track the available inventory materials uploaded by each unit and allocated by the allocation platform in real time so as to allocate the whole province materials comprehensively and improve the centralized control capability of the utilization of the inventory resources of the whole province.
2) The material allocation system records the unit balance interest library record, the material allocation record among the units and the reward point on line, the provincial company can carry out tracing statistical analysis according to business needs, and meanwhile, the provincial company can be used as a basis for carrying out fine analysis on the purchase plan of the unit materials, the accuracy rate of the purchase plan making of the unit materials is ensured on the basis of improving the utilization rate of inventory resources, and strong and favorable data support is provided for realizing zero stock backlog.
2. The construction of the material distribution system not only promotes the intensification and the refinement of material management, but also improves the efficiency of material front-end service execution by the online operation of each service line and the data integration among systems, and is mainly embodied in the following aspects:
1) the balance interest bank is processed on line, the system automatically judges the available bank materials of the unit, automatically transfers the workflow to the balance interest bank responsibility of the unit, and automatically dumps the inventory, thereby simplifying the complex work of inquiring the available bank materials under the line of the interest bank responsibility, manually operating the inventory transfer and the like, and improving the efficiency of balance interest bank. Meanwhile, the detail of the balance library is recorded on line, and a library inquiry report is newly added to provide data and functional support for the balance library accountability statistical analysis library data.
2) The online examination and approval workflow is newly added in the unit-crossing transfer application, all the examination and approval processes are automatically circulated through the system, the current examination and approval level can be traced online, the problems of long time consumption, capital expense and document loss in the offline 9-level sealing are solved, and the transfer application and approval efficiency is greatly improved.
3) The system automatically determines the bookkeeping mobile type and the provincial company cooperative voucher bookkeeping subject and automatically bookkeeps according to the transfer application form information, saves bookkeeping time, avoids the condition that the mobile type and the bookkeeping subject are judged to be wrong manually, and improves the efficiency and the accuracy of material transfer, warehousing and provincial company cooperative voucher bookkeeping.
The foregoing is directed to preferred embodiments of the present invention, other and further embodiments of the invention may be devised without departing from the basic scope thereof, and the scope thereof is determined by the claims that follow. However, any simple modification, equivalent change and modification of the above embodiments according to the technical essence of the present invention are within the protection scope of the technical solution of the present invention.

Claims (5)

1. A material distribution system is characterized by comprising a cross-project material dumping module, a shared material management module, a transfer application management module and a balance library module which are newly added on an ERP system;
the cross-project material dumping module is used for creating a dumping application form for relevant examining and approving personnel to examine and approve and reject the dumping application form, and providing functions of examining and approving paths and examining and approving states of the dumping application form;
the shared material management module is used for creating a material allocation shared application form, submitting the material allocation shared application form to a demand department for examination and approval, and allowing the demand department to examine and approve the shared material application form;
the transfer application management module is used for creating a transfer application form and submitting approval for approval of an approval person to perform approval and rejection operations on the transfer application form;
the balance library module is used for checking and reminding the balance library.
2. The material distribution system of claim 1, wherein the cross-project material dump module specifically comprises the following operations:
creating, modifying and inquiring a dump application form: the material demand personnel create a dumping application form through a cross-project material dumping module; the method comprises the following steps of carrying out modification operation and query operation on an uncommitted and rejected dump application form; only the query operation can be carried out on the transfer application sheet submitted for approval;
examination and approval of a dump application form: after the dump application form is created or modified, if the dump application form is submitted for approval, triggering the work flow of approval of the dump application form; related examination and approval personnel carry out examination and approval and rejection operations on the dump application form through the cross-project material dump module, and can check the examination and approval path and examination and approval state of the dump application form in the cross-project material dump module;
the report inquiry and printing functions of the dump application form are as follows: the personnel requiring the materials inquire a dumping application form through information including the number and the creation date of the dumping application form in a cross-project material dumping module, and can print the dumping application form which is approved.
3. The material distribution system of claim 1, wherein the shared material management module specifically comprises the following operations:
establishing a material allocation sharing application form: the information of the material allocation sharing application form comprises: company code, factory, stock location, original project definition, wbs element, batch, material, quantity, allocation reason type, material belonging cost center; the shared material management module completes filling of a material allocation shared list according to requirements, leads in shared materials in batches, automatically generates a material sharing number, automatically pops up an examination and approval frame after the leading in is completed, and manually selects an account to submit to a demand department for examination and verification by leading in special responsibility;
and (3) material sharing modification: the material sharing special responsibility can delete the material sharing list before the first-level approver approves the materials to withdraw the shared materials, and when the shared materials are withdrawn, the system automatically unlocks the stock, namely, the stock state is changed from freezing to non-limiting, and the batch is changed into the original batch;
and (3) material sharing query: and the information uploaded by each unit, including shared materials, examination and approval progress, effective material sharing quantity, effective amount, dumping certificate number and frozen certificate number, is inquired through the shared material management module.
4. The material distribution system of claim 1, wherein the allocation application management module specifically comprises the following operations:
creating a transfer application form: the personnel needing the unit materials selects corresponding materials in the allocation application management module, enters an allocation application form creating interface, and fills information including the allocation quantity, the allocation factory, the allocation wbs and the purchasing group; automatic verification of the system: the sum of the current batch amount and the requested batch amount of the batch material cannot exceed the total adjustable amount; the rollout plant cannot be the same as the rollout plant; the configuration of calling-in items and moving types is complete; if the verification is correct, submitting a leader of a demand department for examination and approval;
approval of transfer application form: selecting the next approver in each level when approval is approved, and automatically thawing the corresponding part of materials by the system when the approval of the last level is approved so as to prepare for transferring out and transferring in units, transferring out and transferring in and out of the warehouse; if the code is a cross-company code, the system automatically generates a transfer purchase order when the last-stage examination and approval is finished;
canceling a transfer request form: the revocation of the approved transfer application form is realized, and after the revocation is successful, the system automatically freezes the corresponding part of materials;
calling application form inquiry: the material demand personnel inquire the allocation request form by inputting information including the number of the allocation request form, the creation date and the factory in the allocation application management module, and can print the allocation request form which is approved.
5. The material distribution system of claim 1, wherein the balancing library module specifically comprises the following operations:
checking balance library: after the purchase application is subjected to primary examination and approval, the unit virtual project inventory is examined, and whether spare parts and cross-unit allocable materials of the unit have materials of the profitable warehouse or not is also examined, and if one type of the stocks have the materials of the profitable warehouse, the stocks are judged to be the profitable warehouse; if the shareholder exists, the balance shareholder is required to be dedicated to send a balance shareholder workflow to be dealt with, and the balance shareholder is required to be dedicated to be performed according to actual conditions;
and (3) balance pool processing: if the unit can be used for the interest of the warehouse, the demand personnel is informed to modify the purchase application to take materials; if the unit is required to be crossed and the warehouse is benefited, the demand personnel is informed to carry out material allocation application in the allocation application management module;
balance interest bank information report form: the balance interest bank information report increases the information of the interest bank of the unit spare parts.
CN202010442779.8A 2020-05-22 2020-05-22 Material distribution system Pending CN111612425A (en)

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CN114118921A (en) * 2021-11-29 2022-03-01 苏州浪潮智能科技有限公司 System and method for realizing material allocation and allocation integration based on ERP system

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Application publication date: 20200901