CN117522300A - Method and system for managing supply, marketing and storage all-service chain based on manufacturing enterprise - Google Patents
Method and system for managing supply, marketing and storage all-service chain based on manufacturing enterprise Download PDFInfo
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Abstract
The invention discloses a method and a system for managing a supply, marketing and storage all-service chain based on a manufacturing enterprise, wherein the system comprises a purchasing module, an inventory module, a selling module and a BPM integrated module; the purchasing modes of standard purchasing, external delegation, centralized purchasing, consignment purchasing and the like are supported by providing a purchasing-to-paid value chain, so that simple, intelligent and compliant purchasing flows are realized, the end-to-end whole process is realized for fine and transparent management, and all value stages are covered; the sales collection value chain is provided, different sales strategies are adopted by enterprises for different sales objects, different business processes of the enterprises are supported by flexible sales modes, and the sales business capacity of the enterprises is improved.
Description
Technical Field
The invention relates to the technical field of code development, in particular to a method and a system for managing a supply, marketing and storage all-service chain based on a manufacturing enterprise.
Background
The purchase, sale and storage management is one of the most common daily business of the manufacturing industry, and with the rapid development of the manufacturing industry, the management requirements of the manufacturing industry enterprises are improved, and the traditional management mode cannot adapt to the high requirements of modernization. The purchase, sale and storage management is more and more complex, the process is complicated, the processing of each link is required to be very careful, and the problem occurs in any link, so that other links can be directly or indirectly influenced, and then the whole management workflow of an enterprise is destroyed.
At present, most of the purchase, sale and storage systems are C/S (computer/subscriber server) architecture, the use mode of the system is limited, a client terminal is required, and development technologies possibly required for developing different operating systems are different, so that the difficulty of the technology, the complexity of function development and the experience degree of the client are increased. The following technical defects are also present:
the C/S architecture of the purchase, sale and storage system has larger limitation in use mode, is only suitable for local area networks and needs special client installation programs. With the rapid development of the internet, mobile office and distributed office are becoming more popular, and rapid deployment, installation and configuration cannot be realized.
The marketing and storage system of the C/S architecture has poor compatibility and larger limitation for different development tools, and if different development tools are adopted, the program needs to be rewritten again.
The purchase, sale and storage system of the C/S architecture has higher development cost and can be completed by technicians with a professional level.
4. Conventional inventory systems, flow curing, lack sufficient flexibility. The operation and management are generally performed according to standard processes and templates, so that the personalized requirements of users cannot be met, and the processes cannot be flexibly customized.
5. Many conventional distribution systems only provide solutions for core services, but cannot meet the requirements of enterprise integral informatization services, and because of excessively considering the universality of software, only key service flow points are controlled when interfacing with other peripheral systems, so that service department users have low use sensitivity. And the system is huge and complex, and the implementation cost and the subsequent operation and maintenance cost are extremely high.
Disclosure of Invention
The invention provides a method and a system for managing a supply, marketing and storage all-service chain based on a manufacturing enterprise, which provide a purchasing to paid value chain, support purchasing modes such as standard purchasing, outsourcing, centralized purchasing, consignment purchasing and the like, realize simple, intelligent and compliant purchasing flows, realize end-to-end whole process refinement and transparency management, and cover all value stages; the sales collection value chain is provided, different sales strategies are adopted by enterprises for different sales objects, different business processes of the enterprises are supported by flexible sales modes, and the enterprises are helped to comprehensively promote sales business capability.
In a first aspect, a manufacturing enterprise-based supply, sales and stock all-service chain management system includes the following modules:
and a purchasing module: the method comprises the steps of managing provider data by setting regions, business relations and provider types;
an inventory module: setting an inventory state, and setting a place, inventory position information and a material state;
and (3) a sales module: the client data is managed by setting the service relation and the client type, so that different sales services are realized;
BPM integration module: defining and integrating the business process and approval nodes, and integrating the data result formed by the BPM process with the purchasing, inventory and selling module;
standard interface module: and providing a standard interface communicated with an external system through the gateway, and carrying out external calling with the external system.
Further, the purchasing module further includes:
purchase price management sub-module: defining a purchase price according to the material subjects, the material codes, the measuring units, the currencies, the validity periods and the number levels, and managing the purchase price;
and the purchasing business realization sub-module: different purchasing services are realized by defining different purchasing types, vendor and material control parameters, vendor part numbers and corresponding relations between accounting units and vendors.
Further, the inventory module further includes:
a material data creation sub-module: maintaining the codes, descriptions, measuring units and material subjects of the materials according to the places, the library positions and the material states, and copying and creating according to the existing material codes;
a material data maintenance sub-module: and maintaining the place related data of the materials and the plan related data of the materials, uniformly changing the codes of the existing materials in the system, and changing the material subjects of the materials.
Further, the sales module includes the following sub-modules:
sales price management sub-module: defining sales prices according to material subjects, material codes, measurement units, currencies, validity periods and a plurality of grades, and managing the sales prices;
sales service implementation submodule: different sales services are realized by defining sales order control files, sales tentative control files, customer consignment part configurations, customer part numbers, accounting units and customer correspondence.
On the other hand, the method for managing the supply and sales all-service chain based on the manufacturing enterprise is realized based on a system for managing the supply and sales all-service chain based on the manufacturing enterprise, and the supply and sales all-service chain management sequentially comprises order purchase, inventory processing and sales control, wherein the order purchase comprises the following steps:
step A1: the method comprises the steps that a purchase order and a provider purchase schedule are maintained and managed through different purchase settings, the provider purchase schedule maintenance and management comprises daily maintenance of the provider purchase schedule and MRP material demand calculation, and the MRP material demand is obtained according to schedule MRP material demand percentage maintenance and outsourcing MRP material demand percentage maintenance;
step A2: after the purchase setting is completed, the confirmation of the freight manifest or the purchase order management is carried out according to whether the freight manifest is used or not: if the purchase freight bill is used, the purchase freight bill is directly maintained and confirmed, if the freight bill is not used, the purchase order is confirmed through purchase order receiving, purchase order price list changing and non-material order modifying subjects, after the confirmation, if the acceptance bill is not required, the settlement is directly entered, and if the acceptance bill is required, the purchase order stage acceptance maintenance step is further included;
step A3: generating a settlement bill or a receipt bill: if the settlement list is used, the purchase settlement list is maintained and then the settlement is carried out according to the settlement list; if the bill is not used, the bill is directly used for settlement.
Further, the stock processing flow also comprises a stock database and stock inventory, wherein the stock database step is called in the purchasing flow, the sales flow, the stock transfer, the unplanned delivery and the unplanned delivery by providing a standard stock updating mechanism, and updates corresponding stock information and accounting document information; the inventory checking comprises label checking and periodic checking, the checking result is recorded in the system, and the checking result is fed back to the financial module for corresponding business processing.
Further, the sales control sequentially comprises standard sales, consignment, sales tentative, sales disassembly and sales invoice formation according to income mode; the standard sales further comprises the sub-steps of:
when a user maintains a sales order, maintaining different control items, and determining whether a follow-up procedure uses a receiving bill and a delivery bill function according to the selected control items by the system;
forming a sales delivery bill through delivery bill confirmation or sales order delivery, carrying out sales cost transfer on inventory management type materials, and if the inventory management type materials are not inventory management sales items, uniformly carrying out sales cost transfer according to the purchase cost of the items;
the system performs sales invoice prefabrication according to the sales bill, one or more sales invoices can be formed by a plurality of bills of the same customer, the plurality of sales invoices of the same customer can be posted once or a plurality of times to form corresponding accounting documents, and a user can modify the sales invoices according to actual needs or perform offset processing on the invoices which have been posted.
Further, the consignment process includes the sub-steps of:
the system sets and enables the customer consignment function, the user maintains consignment sales orders, the system defaults to bring in relevant consignment settings, and consignment sales and delivery are carried out on the consignment sales orders;
the system decides whether to send the on-road inventory according to the consignment sales order setting, and if the on-road inventory is sent, the on-road inventory is also needed to be sent to a consignment warehouse;
before issuing a sales invoice, a user sends materials from a consignment warehouse to a customer to form a sales bill, and performs sales invoice prefabrication and sales invoice prefabrication billing according to the sales bill to form corresponding accounting documents.
Further, the sales tentative includes the steps of:
the system defines income confirmation library bits, and performs the temporary estimation processing of the period end for the data of the period end without sales invoice in the library bits;
the two processing modes of manually forming the sales tentative and the rinse-back of the accounting and automatically forming the sales tentative and the rinse-back of the system at the end of the period are provided, and meanwhile, the account document is formed by the temporary estimate of the receivable in the period and the temporary estimate of the receivable in the period.
Further, the sales dismantling further comprises the sub-steps of:
the user needs to create a sales BOM required by the user according to the product BOM, and standard cost data of the sub-parts in the sales BOM is formed according to the product BOM and the corresponding process; after the product is finished, transferring the product library to a sales library, converting the product according to the sales BOM details while transferring, and storing the product into the sales library according to the details.
The revenue-generating sales invoice further includes the sub-steps of:
after the invoice function is formed according to the income mode, invoice subjects need to be set according to the income mode;
when maintaining sales orders, according to the actual selection of the income confirmation mode, the system forms different invoice certificates and forms corresponding accounting certificates according to different income modes, and for the stage types, after forming the invoice, sales income transfer is carried out according to the actual stage.
The invention has the beneficial effects that: the invention provides a method and a system for managing a supply, marketing and storage all-service chain based on a manufacturing enterprise, which provide a purchasing to paid value chain, support purchasing modes such as standard purchasing, outsourcing, centralized purchasing, consignment purchasing and the like, realize simple, intelligent and compliant purchasing flows, realize end-to-end whole process refinement and transparency management, and cover all value stages; the sales collection value chain is provided, so that enterprises can adopt different sales strategies for different sales objects, different business processes of the enterprises can be handled by flexible sales modes, the enterprises can be helped to comprehensively promote sales business capacity, and the sales collection value chain has the following technical advantages:
(1) Data normalization: the data source is clear and visible, the flow is standard and uniform, and the program processing is quick and accurate;
(2) Flexibly defining a flow: and the core business process is encapsulated, a low-code BPM module is used for assisting, the preamble process is flexibly defined, and the multi-dimensional business process of an enterprise is solved.
(3) High expansion: and flexible configuration files are provided, configuration strategies are adopted, and the aim of service configuration is achieved according to the identification of different service dimensions, so that service requirements and enterprise expansion requirements can be supported continuously.
(4) And (3) high efficiency: by adopting the relational database, the multi-threading technology and the like, the processing capacity of data is greatly improved, and the geometric level of service processing efficiency is improved.
(5) Data visualization: visual data query analysis in different angles and different modes is supported, so that analysis results are more intuitively and effectively obtained, and the work is guided; and the maintenance of the custom SQL statement is supported, the operation is convenient, and the efficiency is improved.
(6) Advanced technology: depending on the cloud native platform, the method is agile and low in code, and provides a unified, stable, efficient and intelligent running environment.
Drawings
FIG. 1 is a diagram of a purchase module configuration of a purchase module of a sales and marketing all-service chain management system based on a manufacturing enterprise in an embodiment of the invention;
FIG. 2 is a schematic diagram of a purchasing process of a supply, sales and inventory all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 3 is a schematic diagram of inventory module configuration of a sales and marketing all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 4 is a schematic diagram of an inventory flow of a sales and marketing all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 5 is a schematic diagram of inventory checking flow of a sales and marketing all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 6 is a diagram of a sales module configuration of a sales module of a sales all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 7 is a schematic diagram of a standard sales flow of a sales and marketing all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 8 is a schematic diagram of a sales flow of a sales-to-sales all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 9 is a schematic diagram of a sales tentative process of a sales complete service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 10 is a schematic diagram of a sales dismantling process of a sales and marketing all-service chain management system based on a manufacturing enterprise according to an embodiment of the present invention;
FIG. 11 is a schematic diagram of a system for managing a chain of all-business for supply, sales and sales based on a manufacturing company according to an embodiment of the present invention.
Detailed Description
For a clearer understanding of technical features, objects, and effects of the present invention, a specific embodiment of the present invention will be described with reference to the accompanying drawings.
The invention provides a method and a system for managing a supply, marketing and storage all-service chain based on a manufacturing enterprise, which provide a purchasing to paid value chain, support purchasing modes such as standard purchasing, outsourcing, centralized purchasing, consignment purchasing and the like, realize simple, intelligent and compliant purchasing flows, realize end-to-end whole process refinement and transparency management, and cover all value stages; the sales collection value chain is provided, different sales strategies are adopted by enterprises for different sales objects, different business processes of the enterprises are supported by flexible sales modes, and the enterprises are helped to comprehensively promote sales business capability.
In a first aspect, a manufacturing enterprise-based supply, sales and stock all-service chain management system includes the following modules:
1. and a purchasing module: the method comprises the steps of managing provider data by setting regions, business relations and provider types; the procurement module further includes:
purchase price management sub-module: defining a purchase price according to the material subjects, the material codes, the measuring units, the currencies, the validity periods and the number levels, and managing the purchase price;
and the purchasing business realization sub-module: different purchasing services are realized by defining different purchasing types, vendor and material control parameters, vendor part numbers and corresponding relations between accounting units and vendors.
2. An inventory module: setting an inventory state, and setting a place, inventory position information and a material state; the inventory module further includes:
a material data creation sub-module: maintaining the codes, descriptions, measuring units and material subjects of the materials according to the places, the library positions and the material states, and copying and creating according to the existing material codes;
a material data maintenance sub-module: and maintaining the place related data of the materials and the plan related data of the materials, uniformly changing the codes of the existing materials in the system, and changing the material subjects of the materials.
3. And (3) a sales module: the client data is managed by setting the service relation and the client type, so that different sales services are realized; the sales module includes the following sub-modules:
sales price management sub-module: defining sales prices according to material subjects, material codes, measurement units, currencies, validity periods and a plurality of grades, and managing the sales prices;
sales service implementation submodule: different sales services are realized by defining sales order control files, sales tentative control files, customer consignment part configurations, customer part numbers, accounting units and customer correspondence.
Bpm integration module: and defining and integrating the business process and the approval node, and integrating the data result formed by the BPM process with the purchasing, inventory and sales module.
5. Standard interface module: and providing a standard interface communicated with an external system through the gateway, and carrying out external calling with the external system.
On the other hand, the method for managing the supply and sales all-service chain based on the manufacturing enterprise is realized based on a system for managing the supply and sales all-service chain based on the manufacturing enterprise, and the supply and sales all-service chain management sequentially comprises order purchase, inventory processing and sales control, wherein the order purchase comprises the following steps:
step A1: the method comprises the steps that a purchase order and a provider purchase schedule are maintained and managed through different purchase settings, the provider purchase schedule maintenance and management comprises daily maintenance of the provider purchase schedule and MRP material demand calculation, and the MRP material demand is obtained according to schedule MRP material demand percentage maintenance and outsourcing MRP material demand percentage maintenance;
step A2: after the purchase setting is completed, the confirmation of the freight manifest or the purchase order management is carried out according to whether the freight manifest is used or not: if the purchase freight bill is used, the purchase freight bill is directly maintained and confirmed, if the freight bill is not used, the purchase order is confirmed through purchase order receiving, purchase order price list changing and non-material order modifying subjects, after the confirmation, if the acceptance bill is not required, the settlement is directly entered, and if the acceptance bill is required, the purchase order stage acceptance maintenance step is further included;
step A3: generating a settlement bill or a receipt bill: if the settlement list is used, the purchase settlement list is maintained and then the settlement is carried out according to the settlement list; if the bill is not used, the bill is directly settled according to the receipt.
In this embodiment, the inventory processing flow further includes a stock database and an inventory, where the stock database step is invoked in the purchasing flow, the sales flow, the inventory transfer, the unplanned delivery and the unplanned delivery by providing a standard inventory update mechanism, and updates the corresponding inventory information and accounting document information; the inventory checking comprises label checking and periodic checking, the checking result is recorded in the system, and the checking result is fed back to the financial module for corresponding business processing. The sales control sequentially comprises standard sales, consignment, sales tentative, sales disassembly and sales invoice formation according to a income mode; the standard sales further comprises the sub-steps of:
when a user maintains a sales order, maintaining different control items, and determining whether a follow-up procedure uses a receiving bill and a delivery bill function according to the selected control items by the system;
forming a sales delivery bill through delivery bill confirmation or sales order delivery, carrying out sales cost transfer on inventory management type materials, and if the inventory management type materials are not inventory management sales items, uniformly carrying out sales cost transfer according to the purchase cost of the items;
the system performs sales invoice prefabrication according to the sales bill, one or more sales invoices can be formed by a plurality of bills of the same customer, the plurality of sales invoices of the same customer can be posted once or a plurality of times to form corresponding accounting documents, and a user can modify the sales invoices according to actual needs or perform offset processing on the invoices which have been posted.
The consignment process further includes the sub-steps of:
the system sets and enables the customer consignment function, the user maintains consignment sales orders, the system defaults to bring in relevant consignment settings, and consignment sales and delivery are carried out on the consignment sales orders;
the system decides whether to send the on-road inventory according to the consignment sales order setting, and if the on-road inventory is sent, the on-road inventory is also needed to be sent to a consignment warehouse;
before issuing a sales invoice, a user sends materials from a consignment warehouse to a customer to form a sales bill, and performs sales invoice prefabrication and sales invoice prefabrication billing according to the sales bill to form corresponding accounting documents.
The sales tentative comprises the steps of:
the system defines income confirmation library bits, and performs the temporary estimation processing of the period end for the data of the period end without sales invoice in the library bits;
the two processing modes of manually forming the sales tentative and the rinse-back of the accounting and automatically forming the sales tentative and the rinse-back of the system at the end of the period are provided, and meanwhile, the account document is formed by the temporary estimate of the receivable in the period and the temporary estimate of the receivable in the period.
The sales dismantling further comprises the sub-steps of:
the user needs to create a sales BOM required by the user according to the product BOM, and standard cost data of the sub-parts in the sales BOM is formed according to the product BOM and the corresponding process; after the product is finished, transferring the product library to a sales library, converting the product according to the sales BOM details while transferring, and storing the product into the sales library according to the details.
The revenue-generating sales invoice further includes the sub-steps of:
after the invoice function is formed according to the income mode, invoice subjects need to be set according to the income mode;
when maintaining sales orders, according to the actual selection of the income confirmation mode, the system forms different invoice certificates and forms corresponding accounting certificates according to different income modes, and for the stage types, after forming the invoice, sales income transfer is carried out according to the actual stage.
In one embodiment, most of the purchase and sale systems are C/S architecture, and the use of such systems is limited, and a client terminal is required, and development techniques that may be required for developing different operating systems are different, which increases the difficulty of the technology, complexity of function development, and affects the experience of the client. Aiming at the problems, a supply and marketing all-service chain management method based on manufacturing enterprises, namely a enlightenment star cloud and creation DS module, is generated, and integrates the logistics of stock, purchase and sales and the subsystem integration of BMP, production, finance and the like from the logistics view of the whole enterprises by means of a powerful cloud native platform, BPM, basic service and gateway. Meanwhile, the system integration with external systems such as tax, CRM, SRM and the like is realized. Providing a purchasing to paid value chain, supporting purchasing modes such as standard purchasing, outsourcing, centralized purchasing, consignment purchasing and the like, realizing simple, intelligent and compliant purchasing flow, realizing end-to-end whole process refinement and transparency management, and covering all value stages; the sales collection value chain is provided, different sales strategies are adopted by enterprises for different sales objects, different business processes of the enterprises are supported by flexible sales modes, and the enterprises are helped to comprehensively promote sales business capability. The method mainly comprises the following steps: BPM integration, purchasing module, inventory module, sales module, standard data interface.
1. And a purchasing module:
purchasing setting: vendor data management is performed by setting regions, business relationships, vendor types. And flexibly defining the purchase price according to the material subjects, the material codes, the measuring units, the currencies, the validity periods and the quantity grades, and carrying out purchase price management. Different purchasing services are realized by defining different purchasing types, supplier and material control parameters, supplier part numbers and corresponding relations between accounting units and suppliers, and the specific setting and maintenance are shown in fig. 1.
The purchasing process comprises the following steps: through different purchasing settings, business processes such as purchasing order management, supplier schedule management, supplier consignment flow management, supplier settlement list management, temporary estimation management and the like can be performed. The purchasing modes such as standard purchasing, outsourcing, centralized purchasing, consignment purchasing and the like are supported, a simple, intelligent and compliant purchasing flow is realized, the end-to-end whole process is refined and transparent management is realized, and the specific flow is shown in figure 2.
2. An inventory module:
material main data: setting an inventory state, and setting place and inventory position information. Setting a material state; according to the place, the position and the material state, basic attributes such as the code, description, measurement unit, material subject class and the like of the material are maintained or the copy creation is carried out according to the existing material code. And maintaining the place related data of the materials and the plan related data of the materials. The existing material codes in the system can be uniformly changed, and the material subjects of the materials can be changed, and the specific flow is shown in figure 3.
Inventory flow: and setting the conversion of the measurement units of the materials and moving codes. Providing a standard inventory updating mechanism, calling in a purchasing process, a selling process, inventory transfer, an off-schedule warehouse-out and an off-schedule warehouse-in, and updating corresponding inventory information and accounting document information, wherein the specific process is shown in fig. 4.
Inventory checking flow: and providing two counting modes of label counting and periodic counting. Recording the inventory result in the system, feeding back the inventory result to the financial module, and carrying out corresponding business processing, wherein the specific flow is shown in fig. 5.
3. And (3) a sales module:
1. sales settings: and carrying out customer data management by setting business relation and customer type. And flexibly defining the sales price according to the material subjects, the material codes, the measuring units, the currencies, the validity periods and the quantity grades, and managing the sales price. Different sales business is realized by defining a sales order control file, a sales tentative control file, a customer consignment part configuration, a customer part number, an accounting unit and a customer correspondence relationship, and specific setting maintenance is shown in fig. 6.
2. Standard sales flow: the user maintains different control items while maintaining the sales order. The system decides whether the follow-up procedure uses the receipt and delivery bill function according to the selected control item. Through delivery bill confirmation or sales order delivery, a sales delivery bill is formed, one sales order can be delivered for multiple times, meanwhile, sales cost transfer is carried out on inventory management type materials, corresponding to sales items which are not inventory management, and final sales cost transfer can be carried out uniformly according to the purchasing cost of the items. The system performs sales invoice prefabrication according to the sales bill, and one or more sales prefabrication invoices can be formed by multiple bills of the same customer. Multiple pre-made sales invoices for the same customer may be posted one or more times to form corresponding accounting documents. The user can also modify the selling pre-made invoice according to the actual requirement or cancel the bill which has already been checked out, and the specific flow is shown in fig. 7.
3. Consignment and sale flow: after the system setting enables the customer consignment function, a user can maintain consignment sales orders, the system defaults to bring relevant consignment settings for consignment sales and delivery of the consignment sales orders, the system can determine whether to send the consignment inventory according to the consignment sales order settings, and if the consignment inventory arrives, the consignment inventory needs to be sent to a consignment warehouse. Before issuing sales invoice, the user needs to send the materials from the consignment warehouse to the customer to form sales bill, and then performs sales invoice prefabrication and billing according to the sales bill to form corresponding accounting vouchers, and the specific flow is shown in fig. 8.
4. Sales tentative process: the system defines revenue validation bins, the inventory data in such bins being available for sales settlement. And for the data of the sales invoice not issued at the end of the period in the library bits, performing the temporary estimation processing at the end of the period. The system provides two processing modes of manually forming the sales tentative and the flushing back of the accounting and automatically forming the sales tentative and the flushing back at the end of the system period. While forming the temporary estimate of the receivability during the period and the temporary estimate of the receivability during the period to punch back the accounting document, the specific flow is shown in fig. 9.
5. Sales dismantling process: the system provides a sales resolution function for handling business where the company is internally managed by product, but customers require invoice details to be assembly details. The user needs to create a sales BOM required by the user according to the product BOM, and standard cost data (fixed cost and variable cost) of the sub-parts in the sales BOM is formed according to the product BOM and the corresponding process. After the product is finished, the transfer operation from the product warehouse to the sales warehouse is carried out, and the product is converted according to the sales BOM details and stored in the sales warehouse according to the details while being transferred for the subsequent sales process, and the specific process is shown in figure 10.
6. Forming sales invoice according to income mode: after the system enables the invoice forming function according to the income mode, the invoice subjects need to be set according to the income mode. When maintaining the sales order, according to the actual selection income confirmation mode, the system forms different invoice certificates and forms corresponding accounting certificates according to different income modes, and for the stage type, after forming the invoice, sales income transfer is required according to the actual stage, and the specific flow is shown in fig. 11.
4.BPM integration
A user can flexibly define a business process and approval nodes through the BPM module. Such as a material creation process, a purchase application process, an off-plan warehouse entry process, a planned warehouse exit process, a sales invoice billing application process, and the like.
And integrating the data result formed by the BPM flow with the DS module.
5. Standard interface:
the system provides a standard interface with an external system through a gateway, and mainly comprises the following steps: material main data, customer main data, supplier main data, sales order data, purchase order acceptance warehouse entry, and sales invoice. For external invocation with a CRM system, SRM system, tax system, contract system, or a system similar in function thereto.
The foregoing has shown and described the basic principles and features of the invention and the advantages of the invention. It will be understood by those skilled in the art that the present invention is not limited to the embodiments described above, and that the above embodiments and descriptions are merely illustrative of the principles of the present invention, and various changes and modifications may be made without departing from the spirit and scope of the invention, which is defined in the appended claims. The scope of the invention is defined by the appended claims and equivalents thereof.
Claims (10)
1. The utility model provides a supply and marketing all-service chain management system based on manufacturing enterprises which is characterized by comprising the following modules:
and a purchasing module: the method comprises the steps of managing provider data by setting regions, business relation sum and provider types;
an inventory module: setting an inventory state, and setting a place, inventory position information and a material state;
and (3) a sales module: the client data is managed by setting the service relation and the client type, so that different sales services are realized;
BPM integration module: defining and integrating the business process and the approval node, and integrating the data result formed by the BPM process with the DS module;
standard interface module: and providing a standard interface communicated with an external system through the gateway, and carrying out external calling with the external system.
2. The manufacturing enterprise-based inventory all-service chain management system of claim 1, wherein the procurement module further comprises:
purchase price management sub-module: defining a purchase price according to the material subjects, the material codes, the measuring units, the currencies, the validity periods and the number levels, and managing the purchase price;
and the purchasing business realization sub-module: different purchasing services are realized by defining different purchasing types, vendor and material control parameters, vendor part numbers and corresponding relations between accounting units and vendors.
3. The manufacturing enterprise-based inventory all-service chain management system of claim 1, wherein the inventory module further comprises:
a material data creation sub-module: maintaining the codes, descriptions, measuring units and material subjects of the materials according to the places, the library positions and the material states, and copying and creating according to the existing material codes;
a material data maintenance sub-module: and maintaining the place related data of the materials and the plan related data of the materials, uniformly changing the codes of the existing materials in the system, and changing the material subjects of the materials.
4. The manufacturing enterprise-based inventory all-service chain management system of claim 1, wherein the sales module comprises the following sub-modules:
sales price management sub-module: defining sales prices according to material subjects, material codes, measurement units, currencies, validity periods and a plurality of grades, and managing the sales prices;
sales service implementation submodule: different sales services are realized by defining sales order control files, sales tentative control files, customer consignment part configurations, customer part numbers, accounting units and customer correspondence.
5. The method for managing the supply and sales all-service chain based on the manufacturing enterprise is realized based on the supply and sales all-service chain management system based on the manufacturing enterprise according to any one of claims 1-4, and is characterized in that the supply and sales all-service chain management comprises order purchase, inventory processing and sales control in sequence, and the order purchase comprises the following steps:
step A1: the method comprises the steps that a purchase order and a provider purchase schedule are maintained and managed through different purchase settings, the provider purchase schedule maintenance and management comprises daily maintenance of the provider purchase schedule and MRP material demand calculation, and the MRP material demand is obtained according to schedule MRP material demand percentage maintenance and outsourcing MRP material demand percentage maintenance;
step A2: after the purchase setting is completed, the confirmation of the freight manifest or the purchase order management is carried out according to whether the freight manifest is used or not: if the purchase freight bill is used, the purchase freight bill is directly maintained and confirmed, if the freight bill is not used, the purchase order is confirmed through purchase order receiving, purchase order price list changing and non-material order modifying subjects, after the confirmation, if the acceptance bill is not required, the settlement is directly entered, and if the acceptance bill is required, the purchase order stage acceptance maintenance step is further included;
step A3: generating a settlement bill or a receipt bill: if the settlement list is used, the purchase settlement list is maintained and then the settlement is carried out according to the settlement list; if the bill is not used, the bill is directly used for settlement.
6. The method according to claim 5, wherein the inventory processing flow further comprises material data, inventory and inventory checking, and the material data and inventory management function step updates corresponding inventory information and accounting document information by providing a standard inventory update mechanism, and invoking the inventory update mechanism in the purchasing flow, the sales flow, the inventory transfer, the unplanned outbound and the unplanned inbound; the inventory checking comprises label checking and periodic checking, the checking result is recorded in the system, and the checking result is fed back to the financial module for corresponding business processing.
7. The manufacturing enterprise-based supply and sales all-service chain management method according to claim 5, wherein the sales control comprises in order standard sales, consignment, sales underestimation, sales resolution and revenue forming sales invoices; the standard sales further comprises the sub-steps of:
when a user maintains a sales order, maintaining different control items, and determining whether a follow-up procedure uses a receiving bill and a delivery bill function according to the selected control items by the system;
forming a sales delivery bill through delivery bill confirmation or sales order delivery, carrying out sales cost transfer on inventory management type materials, and if the inventory management type materials are not inventory management sales items, uniformly carrying out sales cost transfer according to the purchase cost of the items;
the system performs sales invoice prefabrication according to the sales bill, one or more sales invoices can be formed by a plurality of bills of the same customer, the plurality of sales invoices of the same customer can be posted once or a plurality of times to form corresponding accounting documents, and a user can modify the sales invoices according to actual needs or perform offset processing on the invoices which have been posted.
8. The manufacturing enterprise-based inventory all-service chain management method of claim 7, wherein the consignment process further comprises the sub-steps of:
the system sets and enables the customer consignment function, the user maintains consignment sales orders, the system defaults to bring in relevant consignment settings, and consignment sales and delivery are carried out on the consignment sales orders;
the system decides whether to send the on-road inventory according to the consignment sales order setting, and if the on-road inventory is sent, the on-road inventory is also needed to be sent to a consignment warehouse;
before issuing a sales invoice, a user sends materials from a consignment warehouse to a customer to form a sales bill, and performs sales invoice prefabrication and sales invoice prefabrication billing according to the sales bill to form corresponding accounting documents.
9. The manufacturing enterprise-based supply and sales all-service chain management method of claim 7, wherein the sales suspension comprises the steps of:
the system defines income confirmation library bits, and performs the temporary estimation processing of the period end for the data of the period end without sales invoice in the library bits;
the two processing modes of manually forming the sales tentative and the rinse-back of the accounting and automatically forming the sales tentative and the rinse-back of the system at the end of the period are provided, and meanwhile, the account document is formed by the temporary estimate of the receivable in the period and the temporary estimate of the receivable in the period.
10. The manufacturing enterprise-based inventory all-service chain management method of claim 7, wherein the sales resolution further comprises the sub-steps of:
the user needs to create a sales BOM required by the user according to the product BOM, and standard cost data of the sub-parts in the sales BOM is formed according to the product BOM and the corresponding process; after the product is finished and reported, transferring the product library to a sales library, converting the product according to the sales BOM details while transferring, and storing the product into the sales library according to the details;
the revenue-generating sales invoice further includes the sub-steps of:
after the invoice function is formed according to the income mode, invoice subjects need to be set according to the income mode;
when maintaining sales orders, according to the actual selection of the income confirmation mode, the system forms different invoice certificates and forms corresponding accounting certificates according to different income modes, and for the stage types, after forming the invoice, sales income transfer is carried out according to the actual stage.
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