logistics functions and inter-relationship
TRANSCRIPT
1
1 NTU ERP Class
Logistics Functions and Inter-relationship
References
• Keller, SAP R/3 Process Oriented Implementation• Shtub, Enterprise Resource Planning• Bowersox, Logistical Management• Oracle ERP training handouts
2 NTU ERP Class
Order Fulfillment Process
• The process is triggered by customer’s order.
• The process is aimed at fulfilling customer’s order toensure the long-term success of the organization.
2
3 NTU ERP Class
Order Fulfillment Process Chart
OtherSources
Customers
Sales Planning(Forecast)
CustomerOrder
CapacityPlanning
MPS MRP DetailedSchedule
ManufacturingOrder Release
ProductionControl
InventoryStorage
Delivery
Procurement Vendor
Receiving
CostManagement
AccountPayable
Financial &Accounting
Management
VenderPayment
GeneralLedger
AccountReceivable
CustomerPayment
HumanResource
InformationTechnology
ProjectManagement
InboundLogistics
OutboundLogistics
Integrated Logistics
ProductionLogisticsDemand
management
4 NTU ERP Class
Design of Order Fulfillment Process
• Focus on Time, Cost, Flexibility, and Quality.
• The key design factor is the way production andpurchasing orders are initiated.
3
5 NTU ERP Class
Supplier
Plan
Customer Customer’sCustomer
Suppliers’Supplier
Make DeliverSource Make DeliverMakeSourceDeliver SourceDeliver
Internal or External Internal or External
Your Company
Source
供應鏈作業參考模式(SCOR)
6 NTU ERP Class
Supply Chain Management
SuppliersProcurementWarehouse
ManufacturesDistributionWarehouse
Customers
Materials Delivery or Post-SalesService
Procurement & MaterialReturn
Ordering (ForcastOrder)
& Sales Returns
Distribution (Order Fulfillment) or Post-SalesService
Inbound Logistics( Procurement Logistics )
Outbound Logistics( Distribution Logistics )
Integrated Logistics
Production Logistics
4
7 NTU ERP Class
• Order Management– Order entry, order processing, order fulfillment
• Customer Service– Customer management, sales support (post-sales service), sales returns
• Sales & Marketing– Sales planning, forecast, sales & distribution system information, sales
compensation, pricing & discount management.
Part I: Outbound Logistics
8 NTU ERP Class
Order Management
• Order Entry– Order entry (manual, electric, blanket)– Credit check– Order acknowledgement– Inventory availability– Order modification– Order configuration– Order pricing– Promotion check
5
9 NTU ERP Class
Available to Promise (ATP)
• Flexible definition of ATP rules
Example: ATP calculation
Periods 1 2 3
Openingon hand qty 0 10 0
Supply 50 50 50
Demand 40 70 50
Period ATP 10 - 10 0
Cum ATP 10 0 0
ATP Rules
Period ATPCumulative Period ATPForward ConsumptionBackward ConsumptionBackward - Forward
10 NTU ERP Class
Capable To Promise
• Capable To Promise provides theability to check the availability ofcapacity at key resources
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11 NTU ERP Class
Order Configuration
• Pick to order configuration
• Assemble to order configuration
12 NTU ERP Class
Pick to Order Configuration
2. Configurationcomponents arepicked fromwarehouse
3. Configuration is shipped to customer
4.Customer receives invoice forconfiguration
1. Customerorders modelwith options
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13 NTU ERP Class
Assemble to Order Configuration
4.
3. Configuration ispicked fromwarehouse
5. Customer receives invoice forconfiguration
2. Configuration ismanufactured inWork in Process.
1. Customerorders modelwith options
Configuration is shipped to customer
14 NTU ERP Class
Order Management
• Order Processing– Assign order source– Order status inquiry– Reassign order source– Inventory reservation– Create invoice– Cancel invoice– Discount and rebate
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15 NTU ERP Class
Order Management
• Order Fulfillment– Release order for shipment– Schedule shipment to coincide the carriers and
customer priority– Deliver partial or complete– Expediting– Fulfill back-order– Order Tracing
16 NTU ERP Class
Oracle Applications: Order Management
選配件產品
訂單輸入 發票開立
出貨管理
退貨管理
退貨審核
貨品退回
訂單完成
銷貨折讓
訂單排程
重排程
保留
允交量查詢
庫存餘額更新
未交訂單管理
檢貨
定義各項流程次序
定義流程元件
定義企業運作流程- 彈定規則訂單處理流程- 授信核度檢查- 退貨管理- 訂單排程
訂單處理流程定義
授信額度檢查
出貨確認
例外管理訂單保留- 自動- 手動
訂單解除管制
訂價 訂單審核確認客戶基本資料線上查詢庫存餘量- 允交量- 保留量
授信額度檢查
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17 NTU ERP Class
Order Cycles - Standard Cycle
EnterStandard Action Entered
Booked
ReceivablesReceivablesInventoryInventory
Pick Release
Complete
Backorder
PartialPartial
Released
Backordered
Confirmed
Interfaced Invoiced
And
Ship Confirm
18 NTU ERP Class
Order Cycles - with Approvals
ReceivablesReceivablesInventoryInventory
EngineeringReview
Pick Release
Complete
Enter
Pricing Review
Backorder
Entered
PartialPartial
Booked
Fail FailPass PassAnd
Released
Backordered
Confirmed
Interfaced Invoiced
And
Standard Action
User-Defined Action
Ship Confirm
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19 NTU ERP Class
Customer Service
• Customer Management– Define customers, sites and contacts– Maintain customer information– Define credit limits and limits per order– Define customer agreement and payment
20 NTU ERP Class
Customer Service
• Sales Support– Identify service requirement– Create sale and service employee plan– Schedule service
• Sales Return– Determine return materials process– Receive and inspect returns– Credit to customers
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21 NTU ERP Class
Sales and Marketing
• Sale Planning– Plan sales quantity for groups of products– Evaluate planned sales quantities with data (sales
revenue, rebates, discount)– Plan profitability
• Forecast– Predict future price and demand
• Sales and Distribution Information System– Gather, condense and evaluate data from sales
22 NTU ERP Class
Sales & Marketing
• Sales Compensation
• Pricing and Discount Management– Create pricing list– Define currency– Change price structure– Define discount program
12
23 NTU ERP Class
Part II: Production Logistics• Production Planning
– Sales and operations planning, demand management, master planning (MPS),MRP, capacity planning, scheduling
• Inventory Control– Inventory, WIP, logistics information system, warehouse management
• Shop Floor Control• Product & Process Development
– Engineering, BOM, routing, materials forecast
• Quality– Planning, inspection, control, certification, notification.
• Plant Maintenance– Preventive maintenance, maintenance order management, service management
24 NTU ERP Class
Production Planning
• Sales & Operations Planning– Obtain data for production– Obtain rough planned sales quantities based on
market analysis or past data– Connect sales planning and master planning
13
25 NTU ERP Class
Production Planning
• Demand Management– Determine the planning strategies
• Make to stock• Make to order• Make to configuration
– Determine requirement quantities for finalproduct or important assemblies.
26 NTU ERP Class
Material Planning Process
CustomerOrder
S. O. P MPS
Inventory
Forecast
Rough-Cut CapacityPlanning WIP
MRP
Purchasing
CapacityRequirement
Planning
DemandManagement
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27 NTU ERP Class
Production Planning
• Master Planning– Get info from forecast, demand management, other schedules– Determine planning time fence– Create master production schedule (MPS)– Rough-cut capacity planning (RCCP): check work loading or
other resources for work center
28 NTU ERP Class
Production Planning
• MRP– Deterministic planning– Consumption based planning
• Capacity planning– View and report capacity requirement– Modify available capacity
15
29 NTU ERP Class
Oracle Applications: Master Planning
DefiningMaster
DemandSchedule
DefiningMaster
ProductionSchedule
MaterialRequirements
Planning
CapacityRequirements
Planning
MaterialPlan
Execution
Rough CutCapacityPlanning
ManagingForecasts
NotesMaster Demand Schedule: The anticipated SHIP scheduleMaster Production Schedule: The anticipated BUILD scheduleSeparation of the two allows users to build to a level schedule,created by smoothing demand. Work Orders and
Purchase Requisitions
30 NTU ERP Class
Oracle Applications: MPS/MRP
預測資料
Oracle客戶訂單
其他系統客戶訂單
需求報表&查詢
需求資訊載入
主需求排程
需求排程更新
詳細產能計劃
物料需求計劃
RCCP瓶頸產能規劃
主生產排程
工單請購
BOM
計劃工單
計劃採購單
現有庫存量
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31 NTU ERP Class
Production Planning
• Scheduling– Create planned orders– Release planned orders– Reschedule work orders– Build assemblies– Manage rework– Monitor production and cost performance
32 NTU ERP Class
Product Scheduling Flow
• Issue Components• Backflush Components• Replenish Components• Move Through Operations• Charge Resources• Charge Overhead• Outside Processing
Importorders from
othersystems
Importorders from
othersystems
ManuallyDefineJobs or
Schedules
ManuallyDefineJobs or
Schedules
BuildAssemblies
BuildAssemblies
ManageRework
ManageRework
RescheduleJobs,
Schedules & Operations
RescheduleJobs,
Schedules & Operations
MonitorProductionand Cost
Performance
MonitorProductionand Cost
Performance
Monitor• Valuation• Variance• Usage• Performance
Plan Orders(Job&Schs)(MRP RUN)
Plan Orders(Job&Schs)(MRP RUN)
Implement Planned Orders
(Workbench)
Implement Planned Orders
(Workbench)
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33 NTU ERP Class
Discrete vs. Repetitive Manufacturing
Discrete Manufacturing• Make assemblies in batches or groups• Define jobs(also work order or
manufacturing order)• Detailed scheduling• Charge the job• Job Costing
Example:– Computer assembly– Furniture manufacturer
Repetitive Manufacturing• Make assemblies continuously over a
predefined amount of time• Define repetitive schedule• Repetitive line scheduling• Charge the repetitive assembly or line• Period Costing
Example:– Circuit board assembler– Automobile manufacturer
34 NTU ERP Class
Defining Discrete Jobs & Repetitive Schedules定義工單及量產排程
Job & Schedule informationdefined in the WIP system;Order released to shop floor
ManuallyDefineJobs &
Schedules
ManuallyDefineJobs &
Schedules
Implement MRPPlanned orders
via plannersworkbench
Implement MRPPlanned orders
via plannersworkbench
ImportPlanned orders
from othersystems &
implement them
ImportPlanned orders
from othersystems &
implement them
For Job and Schedule • Material requirements • Resource load• Routing operations• Start & end dates• Status
• Other MRP systems• Infinite capacity systems• Downstream customers• Order entry systems for assemble to order
Simulate a discrete jobbefore defining it
RescheduleDefine Build
Rework
Monitor
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35 NTU ERP Class
Scheduling Discrete Jobs (工單排程)
• Key functionality supported in detailed scheduling• Multiple resources per operation• Fixed length activities such as setup & teardown• Overlapping operations to match actual processes• Schedule to the minute
OperatorInspectorMachinistTeardown
Op Seq 20
Operator Assembly Operator
SetupOp Seq 30
Mill
Machinist Operator
Tear Down
Op Seq 10Lathe
Start Date End Date
Critical PathNon Critical Path
Legend:
RescheduleDefine Build
Rework
Monitor
Scheduling overlapping operations utilizing multiple resources
36 NTU ERP Class
Scheduling Repetitive Lines (量產排程)
9:00 AM
8:00 AM
Assembly A Assembly B
4:59 PM12:01PM12:00 AM
5:59 PM1:01 PM1:00 PM
Line Speed(Units/Hour)
Time
Key functionality supported• Scheduling based on line speed and production hours• Sequencing assemblies• Scheduling to the minute • Autorelease to balance WIP and Utilization
RescheduleDefine Build
Rework
Monitor
Scheduling multiple repetitive jobs on a line
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37 NTU ERP Class
Rescheduling Assemblies (重排程)
Job & Schedule information in the WIP systemRe-scheduleassembly to
meet material and capacityconstraints
Re-scheduleassembly to
meet material and capacityconstraints
• Backward scheduling• Forward scheduling• Manual scheduling• Mid-point scheduling• Mass rescheduling
RescheduleDefine Build
Rework
Monitor
ManuallyUpdate
Requirements & Operations
ManuallyUpdate
Requirements & Operations
ScheduledEngineering
Change
ScheduledEngineering
Change
• Manual engineering change• Resource substitution• Material substitution
Simulate toimproveschedule
Simulate toimproveschedule
• Validate material shortages• Validate resource load
• Unreleased jobs• All repetitive schedules
38 NTU ERP Class
MoveAssembliesand chargeresources
MoveAssembliesand chargeresources
IssueComponents
from INVto WIP
IssueComponents
from INVto WIP
CompleteAssembliesfrom WIP
to INV
CompleteAssembliesfrom WIP
to INV
RawInventory
• Issue to job or schedule for push manufacturing• Replenish subinventories for pull consumption• Issue to bulk• Locator control• Lot , serial number & revision control• Reversing transaction
• Perform interoperation & intraoperation moves• Outside processing• Backflush• Lot, serial number & revision control• Charge labor and machines
• Automatically at standard• Manually at standard and actual
• Charge overheads• Reversing transactions
• Perform completions• Perform overcompletions• Backflush• Lot, serial number & revision control• Reversing transactions
FinishedGoodsInventory
RescheduleDefine Build
Rework
Monitor
Building Assemblies (生產)
20
39 NTU ERP Class
Performing Outside Processing (外包管理)
Operation 20(Outside Processing)
Operation 20(Outside Processing)
VendorVendor
Operation 10Operation 10 Operation 30Operation 30
Move to queue”
ShipAssemblies
ReceiveAssemblies
PO RequisitionAutomatically
created on move
PO RequisitionAutomatically
created on move
RecordReceiptsRecord
Receipts
Purchase Orderor Release
Created
Purchase Orderor Release
Created
• Outside resources charged at standard rate or PO amount•免驗入庫/上線
• Assembly automatically moved to the queue of Operation 30
Physical FlowSystem Flow
Legend
RescheduleDefine Build
Rework
Monitor
40 NTU ERP Class
Collecting Plant Data (生產實績收集)
MoveOpen
Interface
MoveOpen
Interface
ResourceOpen
Interface
ResourceOpen
Interface
InventoryOpen
Interface
InventoryOpen
Interface
Barcode TerminalsAGV SystemsMES Systems
Barcode TerminalsAGV SystemsMES Systems
Timecard SystemPayroll Systems
Timecard SystemPayroll Systems
Barcode TerminalsAGV SystemsASRS System
Barcode TerminalsAGV SystemsASRS System
ExternalSystems
OpenInterfaceTables
OracleWIPSystem
RescheduleDefine Build
Rework
Monitor
• Issue• Completion• Backflush
• Move• Charges• Backflush
• Charges
21
41 NTU ERP Class
Managing Rework and Scrap重工與報廢管理
RejectReject
Op Seq 1Op Seq 1Op Seq 2
RunRunQueueQueue10 units 7 units
To moveTo move
ScrapScrap
Op Seq 3Op Seq 3Op Seq Rework
Op Seq Rework
Option 3: Scrap
MaterialReviewBoard
Subinventory
MaterialReviewBoard
Subinventory
NonStandard
Job
NonStandard
Job
Direct chargenon count point
Option 1: Repair at rework operation
ToOp Seq 4
Option 2: Repair in place
Recover
3 unitsOption 4: Rerun
Option 5: Rerun at prior operation
42 NTU ERP Class
Analyzing Cost Performance (成本績效分析)
WIP and Inventory Elemental Valuation Accounts • Material• Material Overhead• Resource• Outside Processing• Overhead
WIP Elemental Variance Accounts• Material Variance• Resource Variance• Outside Processing Variance• Overhead Variance• Standard Cost Adjustment Variance
Standard Discrete Job
Nonstandard Asset Job
Nonstandard Expense Job
Repetitive Schedule
Work in Process Elemental Valuation Accounts
Absorption Accounts
Scrap AccountStandard CostAdjustment Account
OverheadCharges
ResourceCharges
WIPElementalVarianceAccountsJob Close
InventoryElementalValuationAccounts
MaterialTransactions
Assembly ScrapTransaction
Cost UpdateTransaction
Period Close
Assembly Completion Transaction
RescheduleDefine Build
Rework
Monitor
22
43 NTU ERP Class
Oracle Applications: Shop Flow Control
產生工單(或量產排程)
完成品入庫
原物料耗用
報表- 工單成本- 期間成本- 成本差異- 成本衡量- 物料耗用- 資源耗用
組立裝配 (選項)外包
反溯扣帳
工單發放 發料 裝配完成 工單完成
製造資源耗用- 人工- 機器設備- 製造費用
送貨/交貨 外包交貨
外包安排生產製程
用料表展開
手開工單 銷售訂單計劃工單
44 NTU ERP Class
Inventory Control
• Inventory– Model Organizations and sub-inventory– Configure items to business needs (attribute, status, categories)– Perform inventory control (locator, serial, lot control)– Verify on hand inventory– Perform ABC analysis– Perform cycle count– Plan replenishment
• Reorder point• Min-max planning• Sub-inventory replenishment
23
45 NTU ERP Class
Oracle Applications: Inventory Control
庫存控制
可承諾量查核
內部領用
檢貨單
雜項發料/ 退貨
發料/出貨入庫異動
實際盤點
標籤與序號列印
盤點
過帳交貨
預測與再訂購管理
存貨管制規則- Min-max- Reorder Point- Sub-inventory replenishment
交貨/預定安排
庫存評估/報表
定義作業規定
總帳更新
定義作業流程
組織/倉庫定義
檢驗登帳
運送收料
退貨
料品管理
供應商
內部
成本
狀態
目錄
分類
樣板
供應商
內部
訂單處理
自動請購
餘額更新
調整
庫存平價表
循環盤點- 自動排程- 手動排程
46 NTU ERP Class
Inventory Control
• WIP
• Logistics Information System– Serve as decision support to materials management
• Warehouse Management– Define structure, storage bin– Strategic suggestion for placement for storage, picking,
and stock placement
24
47 NTU ERP Class
Oracle Applications: WIP Supply Type
Completions
Raw &Subassembly
Inventory原料倉半成品倉
Jobs 工單
Schedules 排程
Work In Process 生產線
Floor Stock Account在製科目
Vendor供應商
Bulk Vendor外包商代購料(Outside Processing)
Operation Pull Backflush
Assembly Pull Backflush
Miscellaneous Issue雜項發料
Push Issue工單領料
Floor Stock Inventory 生產線邊倉
Finished GoodsInventory成品倉
Replenish庫存補充
48 NTU ERP Class
Product & Process Development
• Engineering– Manage available resources (define resources, create dept. and
assign resources)– Manage product introduction (define items, BOM, routing,
costing, building, purchasing, release to manufacturing, lead timeestimation)
– Manage product improvement (create approval, and implementengineering change orders)
– Delete obsolete product
25
49 NTU ERP Class
Oracle Applications: Product Development
研發試作 量產製造
Define Item料品定義
(Engineering)
Define BOM產品結構
(Engineering)
Define Routing 生產製程(Engineer)
Item Control料品控制
Define Item料品管理
Item料品
(Manufacturing
BOM產品結構
(Manufacturing)
Define Routing 生產製程
(Manufacturing)
Transfer
ECN(mfg)
Implement
ECN(Eng)
Implement
50 NTU ERP Class
Oracle Applications:Engineering
聯接操作製程
料品定義
定義資源
建立用料表 選用零配件/料品
成本累計
半成品
成品
定義資源使用量
新產品流程建立替代性製程定義製程
材料需求
新產品開發
建立替代性用料表產品規格- 型號、選項
工單排程量產日排程實施設計變更單
設計變更單
26
51 NTU ERP Class
Bill Of Material• Define primary, alternate, common, phantom, planning, and configuration
bills of material (BOM)• Define substitute items and non- costed item engineering diagram
references and enter unlimited comments for each component• Control BOM changes by revision and effective date/time• Copy and share BOMs within and across organizations• Mass-change BOM• Secure access to BOM by bill type• Assign component yield information for material planning, production
scheduling, and costing• Select material-handling supply locations and issue methods by component• Gain visibility to released and pending engineering change orders• Delete and archive obsolete BOM and components• Define product families with family member allocation percentages
52 NTU ERP Class
Production & Process Development
• Routing– Define the primary, alternative and common routings– Define routing for product family– Control routing change– Define department and resource for each operation– Define standard operations
27
53 NTU ERP Class
Item, BOM, and Routing
Item,Product Structure
(Routing)-
010SMT
020Insertion
030Assembly
040Packing
(投料製程)(投料製程)(投料製程)
Operation
Resource
54 NTU ERP Class
Define Routing
生產製程(Routing)- 生產部驟,標準工時,標準成本
010SMT
020Insertion
030Assembly
040Packing
Operation(產品生產作業)
SMT Insertion Assembly PackingSTD Operation(標準生產作業)
生產一課Department(部門)
生產二課 組立課 包裝課
Machine LaborMachine Machine Machine MachineLaborResource(機器,人力....)
28
55 NTU ERP Class
Routing (製程定義流程)
DefineResource
DefineDept Class
DefineDepartment
....Charge Type
.Basis
.Standard Rate
.Overhead
DefineStd Operation
DefineRouting
....Own Resource
.Overhead Rate
.Standard Rate
.Overhead
....Count Point
.Backflush
56 NTU ERP Class
Quality
• Quality Planning– Maintain quality-related data (materials, inspection characteristics)– Provide inspection plan– Provide sampling procedure and scheme
• Quality Inspection– Provide results for quality control
29
57 NTU ERP Class
Quality
• Quality Control– Control inspection performed with current level at all times
• Quality Certification– Certify the use of certain manufacturing or work methods,
the performance of inspections.
• Quality Notification– Notify problem messages
58 NTU ERP Class
Plant Maintenance
• Preventive Maintenance– Manage task lists, preventive maintenance strategies (rules),
maintenance items
• Maintenance Order Management– Manage notifications, orders, confirmations, log, capacity
requirement and resource planning
• Service Management– Manage service agreement, installation and call management
30
59 NTU ERP Class
Part III: Inbound Logistics
• Procurement– Purchasing– Supplier Scheduling– Receiving– Invoice Certification– Vender Management
60 NTU ERP Class
Purchasing Process
DesignProduct
SelectVender
NegotiateInventory
Demand
RFO( Request ForQuotation )
PO issue
VenderReceiveMatchInvoice
Quality( time, cost )Feedback
31
61 NTU ERP Class
Purchasing Process
Design Product
Select Vendor Negotiate Pricing
Demand
MRP
WIP
Inventory
Other SystemsRequisition
Vendors
Receive
Match InvoiceManage Accruals
Cost
On-time
Quality
Measure/Improve
AgreementsQuotations
Internal
Source
62 NTU ERP Class
Sourcing
Request forQuotation
PurchaseOrder
Quotation
RequisitionPool
Vendor Quotation
List
Print and Send RFQ
Zoom
ImportedReq
Manual Manual
Manual Manual
AutoCreate
AutoCreate
AutoCreate
32
63 NTU ERP Class
Request forQuotation
RequisitionPool
Vendor Quotation
List
Print and Send RFQ
Manual
AutoCreate
• Specify mandatory RFQ for certain items• Multiple price breaks and discounts• Automatic notification of late RFQ
Request for Quotation(RFQ) (詢價)
64 NTU ERP Class
Vendor Quotations (報價)
Quotation
Vendor Quotation
List
Print and Send RFQ
AutoCreate
Request forQuotation
33
65 NTU ERP Class
Manage Requisitions 請購管理
DemandMRP
WIP
Inventory
RequisitionRequisition
ApproveApprove
Import/Reschedule Requisitions
Manually Create
Source:Vendor
Source: Internal Sales Order
Order Entry
Requisition Pool
Print Assign Control
WIP MRP Inventory OtherSystems
EDI
66 NTU ERP Class
Managing Purchase Orders
Requisition Pool
Auto Create
Manually Create
Maintain Documents
PO
Approve
Print AcceptControl Revise
Match Invoices in PayablesReceive against PO
34
67 NTU ERP Class
Auto-creating Purchase Orders (請購自動轉採購)
ExistingStandard
PO
New PO
Add to PO
ExistingPlanned
PO
New BlanketRelease
StandardPO
PlannedPO
Suggested VendorItemCategorySuggested BuyerNeed-By DateDocument TypeShip-To LocationUrgentRequestorCurrency
SpecifySearch Criteria:
ExistingBlanketRelease
68 NTU ERP Class
Purchase OrderPO
VerifyDocument
CheckFunds $ \/ PO
approvalaction
Submit to Another Employee
PO
noyesForward to Another Employee Print
PO
ManageApprovalQueue
Enter SignatureApprovals
POPO
online?
Approve
PO
\/
Document Approval Process (單據核准流程)
35
69 NTU ERP Class
Managing Receipts (收料流程管理)
Order Entry + Inventory VendorInternalShipment
Shipment
Receive
InspectTransfer
Shop Floor Inventory Expense
Deliver
70 NTU ERP Class
Receipt Controls
ReceivingRouting
Days Early/Late Tolerance
Enforce Ship-To Location
3-way:Receipt
Required4-way:
InspectionRequired?
Ordered100
Received105
??A = BAllow
Substitutes
Qty ReceivedTolerance
Matching
\/ok
1995
Receipt Control (收料控制)
36
71 NTU ERP Class
Use Locations in Receiving (收料點管理)
Ship-To Locations
Receiving Dock A-12Receives 20 Items
Receiving Locations
Cold Storage NC-420 Items
Inspection Station 5520 Items
TRANSFER
Houston FactoryReceives 10 Items
Stockroom X4
Locator 23-B10 Items
InternalSite
Subinventory
Jay Chan10 Items
Destinations
DELIVER
TRANSFER
Dallas Office
Office Site
72 NTU ERP Class
Oracle Applications: Supplier Scheduling
• Manage supplier item catalog, supply agreements, andsourcing rules
• MRP or DRP generated recommendations• Generate planning and shipping schedules manually or
automatically• Include many ship-to organizations on a schedule• Print or send schedules• Receive advance shipping notices
37
73 NTU ERP Class
Oracle Applications: Purchasing
請購單處理
各種採購單- 標準式- 計劃式- 合併式- 合約式
收貨 (料)
檢驗
異動處理- 收貨- 運送- 調撥
退貨
應付帳款對帳
應計作業- 暫記項目- 傳票- 月結
報價單收集
請求報價(撰擇性項目)
自動產生訂購單
發放
核准
定義企業流程- 收料控制- 核准及安全管制- 交貨來源- 採購預算管制- 異動處理方法
內部轉移
發票處理
應付帳款成立
總帳科目更新
核准
供應商挑選
MRP需求
存貨狀況
在製品(委外)
列印/EDI
判退
供應商交貨
手開請購
開放介面
允收
74 NTU ERP Class
Part IV: Integrated Logistics
• Human Resources– Organizational Management, Workforce Planning, Training
& Event Management, Recruitment, Time Management,Incentive Wages, Payroll, Travel, Personal Development.
• Financial Management– Investment Management, Cash Management, Depreciation
Simulation, Capital Measures.• Accounting Management
– General Ledger, A/P, A/R, Legal Consolidation, AssetManagement.
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75 NTU ERP Class
Part IV: Integrated Logistics
• Cost Management– Overhead Cost Controlling, Product Cost Controlling,
Profitability analysis.• IT Related Management
– E-commerce (Web employee, Suppliers, Customers), EDI,Workflow, Business Intelligence System (BIS), ExceptionSystem (alert).
• Project Management– Planning, Budgeting, Execution, Costing, Information System.
76 NTU ERP Class
Features:� 有標準/平均成本二項作業方式� 保留所有異動及成本轉帳分錄相關資料� 可同時管理資產及費用帳� 運用法則式(rule-based)處理營收及銷貨成本科目� 標準成本變更重估� 收集、保留工單/量產計劃之成本資料� 委外加工成本收集� 製造費用收集分攤, 可依個別產品, 批次或資源別按金額、數量、價值分別取固定費用或比率值而決
定
� 所有生產線在製品異動及成本分錄圴保留, 以供過帳
� 產品成本估算可由用料表及製程資料彙總Roll-up)而取得
Cost Management (成本管理系統)
� 定義多組成本要素, 可彈性定義料品成本結構� 單一製程可投入多種資源, 更合乎實際� 可做單一/分類/單階用料表、成本捲動� 代用料表、備選製程也可以分析成本元素及內容� 可依成本分類做多組成本模擬、比較� 可依批次大小、資產/費用、自製/外購件定義不同的成本控制類別
� 可用不同幣別查閱庫存、利潤分析表� 導入專案活動基礎之成本追蹤方式(Activity BasedCosting)� 全面與財會系統連結, 各系統間均可拋轉過帳� 可將異動資料、主檔成本資料等轉出或轉入外接系統, 讓您的介面更自由開放
39
77 NTU ERP Class
Costing Process
ItemDefinitions
BOMDefinitions
RoutingDefinitions
Production order release
WIP
InventoryTransactions
Payables
General LedgerCost Models
Purchase order release
PO Receipt
Cost Setup
Cost Rollup Item Costsas Planned &as Built
ProductionPlan
Cost Update
78 NTU ERP Class
Oracle Applications: Cost Management
交易資訊
定義配件成本
報告
採購收料
定義成本計算規則 成本累計 成本更新 庫存值計算
採購料品
材料
材料管理費用
用料表
製程
成本元件-工作項目/活動- 料品- 批次- 資源單位- 總價
半成品
庫存
資源成本
採購退貨
公司間移轉
移動平均成本更新
雜項收發
選擇模擬規則
模擬
凍結成本
凍結成本
40
79 NTU ERP Class
EDI Communications
✔ Outbound Purchase Order✔ Outbound Planning Schedule (Forecast)✔ Outbound Shipping Schedule✔ Outbound Purchase Order Change✔ Inbound Advance Shipping Notice✔ Inbound Advance Shipping and Billing Notice✔ Application Advice for DESADV & 856/857✔ Outbound Payment Advice✔ Inbound RFQ Response✔ Inbound Price/Sales Catalog
✔ Inbound Sales Order✔ Outbound Invoice (AR)✔ Outbound Advance Shipping Notice (ASN)
Suppliers Manufacturing Distribution Customers
80 NTU ERP Class
Order Entry
Order Entry
Billing Shipping Purchasing G/L A/R Inventory
DemandManagement
WIP
MRP
BOM
E.C.CapacityPlanningSchedulingWarehouse
ManagementLogistics Info
System
OrderConfiguration
OrderProcessing
OrderFulfillment
CustomerManagement
41
81 NTU ERP Class
Inventory
Inventory
Cost Mgmt MPS MRP WIP WarehouseManagement
Logistics InfoSystem
Engineering
BOM
OrderEntryOrder
ProcessingShippingPurchasingReceivingExceptionE.C.
SalesReturn
G/L
A/P
A/R
82 NTU ERP Class
Purchasing
Purchasing
CM SupplierScheduling Receiving Invoice
CertificationVender
Management
PM
MRP
WIP
Inventory
SchedulingLogisticsInfo System
WarehouseManagement
MaterialsForecastQuality
OrderEntry
HR
FM
AM
42
83 NTU ERP Class
Cost Management
CostManagement
ProjectManagement
AM FM
HR
Purchasing
Sales Planning
Order EntryPlant Main-
tenanceProductionPlanning
ProductProcess
Development
Routing
BOM
InventoryControl