erp 世新大學 erp 實驗室 1 企業資源規劃 企業 e 化之營運管理 oracle purchasing...
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世新大學 ERPERP 實驗室
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企業資源規劃企業 e 化之營運管理
Oracle Purchasing採購
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Outline
Overview
Requisitions
RFQ and Quotations
Purchase Orders
Receiving
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Overview
Purchasing Concept1. Purchasing Overview
2. Oracle ERP Overview
3. Purchasing Process
4. Purchasing Integration
Create Supplier Data
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Purchasing of Overview
• 公司主要的業務功能之一,通常是取得組織所需的材料、服務及設備等。
• 企業的利潤來自投入與產出的差距,而採購決定企業投入端的效率,對企業利潤有極重要的影響。
企 業
供應商
顧 客
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Oracle ERP Overview
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應付帳款成立
發票處理
應付帳款對帳
總帳科目更新
應計作業- 暫記項目- 傳票- 月結
內部轉移Inventory
供應商交貨Supplier
收 貨 ( 料 )Receipt
判 退Reject
退 貨Return
允 收Accept
檢 驗Inspection
異動處理- 收貨Receipt
-調撥Transfer
- 運送Deliver
自動產生訂購單AutoCreate PO
各種採購單 PO
- 標準式 Standard
- 合約式 Contract
- 大宗式 Blanket
- 計劃式 Planned
核 准Approval
列印 /EDI
發 放Release
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
存貨狀況Inventory
MRP 需求
在製品WIP
External System
核 准Approval
請購單處理Requisition
手開請購Manually
詢價 RFQ( 選擇性項目 )
報價單收集Quotation
供應商挑選Sourcing Rule
Purchasing Process
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Purchasing Integration
OraclePayables
OracleGeneral Ledger
OracleSupplier Scheduling
OracleAssets
OracleBill of Material
OracleCost Management
OracleInventory
OracleMaster Scheduling/MRP
OracleOrder Entry
OracleWork in Process
OracleHuman Resources
OracleProject Accounting
OracleOraclePurchasingPurchasing
Oracle QualityEDI Gateway
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Overview
Purchasing Concept
Create Supplier Data – Looking for Supplier– Create New Supplier Information– Site-Specific Information
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Looking for Supplier
Purchase order 採購
Purchase requisition 請購
Payment 付款
SupplierSupplier
Request for quote (RFQ) 詢價
Receipts 收貨
Quotation 報價
Returns 退貨
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Create New Supplier Information
ParisParisChicagoChicagoWashington, D.C.Washington, D.C.
SupplierSupplier
Supplier sitesSupplier sites
ContactContactContactContactContactContactContactContact ContactContactContactContact
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Performance
執行績效
ParisParisChicagoChicagoWashington, D.C.Washington, D.C.
Payment method
付款方式Online review
線上查詢
Terms and conditions
期限和條件
Site-Specific Information
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Outline
Overview
Requisitions– Purchase Requisition– Internal Requisition
RFQ and Quotations
Purchase Orders
Receiving
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Overview of Requisitions
Oracle WIP Other systems
Demand
Manually create
Import/reschedulerequisitions
Create internalsales order
Orderentry
Oracle inventoryOracle MRP
Source ?
Definerequisitiontemplate
Requisition pool
Requisition
RequisitionApprove
You can print, assign, and control requisitions.
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Requisition Manually Create
Demand
Manually create
requisition
Requisition pool
Approve or forward
requisition
Approve
Reject
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Requisition Manually Create
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Requisition Manually Create
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Outline
Overview
Requisitions
RFQ and Quotations
Purchase Orders
Receiving
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Overview of a Request for Quotation
Enter RFQ
Suppliers fromsupplier list
Supplier 1
Supplier 2
Supplier 3
Request for Quotation
• Header information
– Doc. type, ship-to, bill-to
– Quote effective date
• Line information
– Quantity
– Unit of measure
– Target price
• Min/max quantities
• Terms and conditions
• Hazardous materials
• Multiple shipment quotations
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Quotations
Approvesupplier
quote
Unapprove supplier
quote
Requests for quotation
Quote repository
Supplier 1 Supplier 2 Supplier 3 Supplier 4
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Quotation Approvals
Quote repository
ApproveSupplier 1
Item 1
Approve Supplier 1
Item 3
Approve Supplier 2
Entire quote
ApproveSupplier 3
Item 2
Supplier 1 Supplier 2 Supplier 3 Supplier 4
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Outline
Overview
Requisitions
RFQ and Quotations
Purchase Orders– Standard purchase order ( 標準採購 ) – Contract purchase agreement ( 合約採購 )– Blanket purchase agreement ( 大宗採購 )– Planned purchase order ( 計劃性採購 )
Receiving
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Standard Purchase Orders
OracleWIP
Othersystems
Demand
Manually create
Import/reschedulerequisitions
Create internalsales order
requester
Orderentry
Create supplier purchase order
Oracle Inventory
OracleMRP
Source
Approve
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Contract Purchase Agreement
You do not know details of goods or services to be purchased.
You set terms and conditions with your supplier.You reference contract purchase agreements directly on
standard purchase order lines.
Contract purchase
agreement
Delivery 1Standard PO 1
Delivery 2Standard PO 2
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Blanket Purchase Agreements
Long-term (dates of delivery not known).Effective date and expiration date
You know details of goods or services that you can buy.
Actual purchases occur when a blanket release is issued.
Blanket purchase
agreement
Delivery 1Release 1
Delivery 2Release 2
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Planned Purchase Orders
Dates of delivery are tentatively scheduled.
Goods to be purchased must be specified.
Actual purchases occur when a scheduled release is issued
Plannedpurchase
order
Delivery 1Release 1
Delivery 2Release 2
Tentative: June 1
Tentative: July 1
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Comparison of purchase order types
金額 產品 交期 採購訂單
合約採購 確定 不確定 不確定 需要
大宗採購 確定 確定 不確定 不需要
計畫性採購 確定 確定 確定 不需要
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Created Purchase Orders
Requisitionlinepool
Query existing lines
PO
POChoose linesfrom
query results
Automaticcreation
Manualcreation
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Purchase Order Components
Documentdetail (Header)
Item or servicedetails (Lines)
Supplier deliverydetails (Shipments)
Internal distributiondetails (Distributions)
Documentdetail (Header)
Item or servicedetails (Lines)
Supplier deliverydetails (Shipments)
Internal distributiondetails (Distributions)
供應商 , 貨幣別 ,採購期間和狀態 , 訂單編號 , 訂購者
項目描述 ,項目類別 ,價格 ,數量 ,供應商項目名稱
收貨調節 ,運送地點 ,運送量 ,運送日期
內部運送位置 ,會計 ,分配 ,需求量與運送量
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Standard Purchase Orders
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Standard Purchase Orders
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Standard Purchase Orders
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Standard Purchase Orders
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Standard Purchase Orders
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Outline
Overview
Requisitions
RFQ and Quotations
Purchase Orders
Receiving
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Delivery
Overview of Receiving
Receiving A Receiving B
Standard receipt(標準收貨 )
Direct receipt(直接收貨 )
Inspection required(必需驗收 )
Delivery AcceptRejectReturn to supplier
Inspect
Delivery
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Returns and Corrections
Receiving Return delivery
reason code (optional)Return to supplier
Identify itemfor return
Receiving
Identify error in receiving
Correct as many transactions as necessary
Returns
Corrections
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Substitute & Unordered Receipt
Unorderedreceipt Delivery
Match to PO?
Yes
Receive item Binstead of A
Is B a validsubstitute?
Delivery
Yes
NoReturn
NoRequires matching
or return
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Payment on Receipt
Receipt
Payment
付款付款OraclePayables應付帳款應付帳款
Delivery
Pay on options::Invoice consolidationoptions:
By packing slip
By receipt
By site
收貨單合併選擇付款選擇
收貨
By 收據
By 地點入庫
By 包裝
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49
Receiving
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練習
http://vis.erp.shu.edu.tw:8000http://test1.erp.shu.edu.tw:8000
User:erp
Password:erp1234
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世新大學 ERPERP 實驗室
54
企業資源規劃企業 e 化之營運管理
2003/09
完Oracle Purchasing
採購