Research document on ERP requirements of a company
Implementation unit: Rainwater Software
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I. Overview of the Program: ... 3
1. Program background: ... 3
2. Purpose of the plan: ... 3
3. Scope of application of the scheme: ... 3
4. Main contents of the program ... IV
Two. Enterprise profile: ... IV
1, Company Profile ... IV
2, the enterprise development process ... Four
3, enterprise organization chart ... IV
4. Enterprise management level and informatization status ...
4. 1, advantages of enterprise development ... IV
4.2. Management problems in enterprises ...
4.3, the expected goal of enterprise informatization ... 5
Three. Business situation of enterprise department ... 5
1, Business Status of Technology Department ... 5
1. 1, post setting and main responsibilities of technical department ... 5
Four. ODOO-ERP solution 6
1, overview of ODOO-ERP overall solution ... 6
2. Department Management Solutions ... 6
Business management ... 6
I. Overview of the scheme:
1, scheme background:
The development trend of today's world shows that informatization plays an important role in promoting economic and social development. We must attach great importance to it, fully promote industrialization, give full play to the advantages of backwardness, and strive to realize the leap-forward development of social productive forces.
With the rapid development of Qingdao Jeske International Logistics Co., Ltd., the market competition is increasingly fierce, and the computer network information technology is developing rapidly. The existing enterprise information application software system can no longer meet the future management needs of Qingdao Jeske International Logistics Co., Ltd., and it is urgent to re-plan the enterprise management information system and establish a comprehensive ERP information system. For the smooth progress of enterprise informatization construction, Rainwater Software, as the undertaker of this informatization project, has basically reached an agreement with Qingdao Jeske International Logistics Co., Ltd. on enterprise informatization construction services through long-term contact and unremitting efforts, and signed a strategic cooperation agreement. Under the basic framework of strategic cooperation agreement, Qingdao Jeske International Logistics Co., Ltd. provides all-round assistance services for the investigation and service of rainwater software system, and provides detailed business realization planning scheme.
From June 7, 20 13 to June 7, 2000/1,two consultants of Rainwater Software conducted a preliminary investigation on the main departments of Qingdao Jask International Logistics Co., Ltd., and mainly formed the "ERP System Implementation Plan of Qingdao Jask International Logistics Co., Ltd." through interviews and on-site investigations. After analysis and discussion, combined with the absorption of current advanced management concepts and information technology, we have completed the overall solution of Qingdao Jiesike International Logistics Co., Ltd.' s informatization project. We hope that your company can consolidate its management advantages, further improve its management level and support the rapid development of Qingdao Jiesike International Logistics Co., Ltd. through this informatization construction.
2, the purpose of the program:
The main purpose of this scheme is to comprehensively analyze and plan the ERP system construction of Qingdao Jeske International Logistics Co., Ltd. in order to achieve practical results. Put forward our suggestions as a reference for the senior management of Qingdao Jeske International Logistics Co., Ltd. to carry out the informatization construction of the company, and as a programmatic document for the next system implementation, which plays a guiding role and purpose in the system implementation.
3. Scope of application of the scheme:
This scheme is applicable to all relevant business departments and company leaders involved in the planning of this system. The business departments related to this system planning are: Finance Department, Logistics Department, Finance Department (Huimei), Technology Department, Quality Inspection Department, Production Department and its subordinate purchasing centers, production workshops, sales departments and branches.
4. Main contents of the scheme
The main contents of this scheme include: scheme overview, enterprise overview, business status, business analysis, business solution of Qingdao Jeske International Logistics Co., Ltd., etc.
Second, the enterprise profile:
1, company profile
2, enterprise development process
3, enterprise organization chart
4, enterprise management level and information status.
4. 1, enterprise development advantages
4.2, enterprise management problems
L there is a basic blank in management informatization, and it is difficult to collect data. Because enterprises only rely on manual data collection, without the support of ERP system and other management software, not only the data is inaccurate, but also the required data can not be provided in time, and manual work can not handle a large number of complex repeated calculations.
L The daily workload is heavy, with 40-50 purchase orders/day, more than 400 sales orders/month, more than 20 production orders/day and 4,000-5,000 warehouse receipts and outbound orders/month. Just filling out and accounting these documents consumes all the working time of the staff, let alone doing statistics and analysis, which leads to the staff being unable to get rid of a lot of complicated physical labor.
L the information between departments within the enterprise, between headquarters and branches is not smooth, the information transmission is delayed, and accurate and timely information cannot be obtained in time.
The PDM system of the technical department is not in normal use.
L inventory management has not reached the expected state, and inventory management is chaotic. Inventory batch management is chaotic, and mixed batch phenomenon appears, which can not really meet the requirements of FIFO and batch tracking.
L in order to ensure production, artificially increase inventory reserves, resulting in inventory backlog, increase management costs and reduce capital utilization.
L The management of product files is chaotic, which makes it impossible to control cross shipment and effectively track products.
L the cost is not accurate enough to achieve the purpose of cost control.
I can't effectively manage the off-site inventory of the branch.
4.3. The expected goal of enterprise informatization
Integrate ERP and PDM data to standardize the material coding system.
L Change from warehousing accuracy management to inventory rationality management;
L Improve the means of inventory management, store and manage the inventory data of corporate headquarters and off-site offices in a centralized way and apply them in a distributed way, so as to improve the real-time and accuracy of inventory management and strengthen off-site inventory supervision;
L optimize the inventory business process, especially the inventory transfer business process of different branches;
L use bar code for material management
L realize the batch management and shelf life management of inventory materials, truly achieve FIFO, and reduce the waste caused by inventory backlog and overdue.
L establish product files, and use product serial numbers to effectively track product whereabouts.
L according to different branches, control different permissions.
Integration of l and jinsui system.
L improve the implementation rate of the plan, ensure the delivery time of products and improve customer satisfaction.
L financial and business integration, financial, accounts receivable, sales, delivery and other business data integration, strengthen the standardization and accuracy of data processing, reduce duplicate data entry;
L Centralized management and distributed application of warehouse storage and sales data, realizing real-time processing of remote sales, contracts, delivery and collection, and strengthening monitoring of remote offices;
L standardize the price management system and credit control system.
L. integrate procurement, warehousing, accounts payable and financial management;
L timely and accurate feedback of inventory and procurement information;
L improve the management of supplier files and supply information and the control of purchase price;
L Strengthen multi-angle analysis of inventory materials and strengthen inventory strategy.
L improve the financial accounting function, strengthen the financial management function, and realize the integration of financial business.
L General ledger, statements, accounts receivable, accounts payable, fixed assets and inventory accounting systems have been successfully applied, and general ledger and subsidiary ledger have been integrated;
L Apply the cost management system to integrate the data of logistics, general ledger and fixed assets system, reduce the workload of cost accounting and improve the accuracy and timeliness;
L apply cash management system to help standardize cash management and realize automatic bank reconciliation;
L apply cash flow statement to realize cash flow analysis and avoid financial risks;
L multi-currency accounting;
Third, the operating conditions of various departments of the enterprise.
1. Business status of technical department
1. 1, post setting and main responsibilities of technical department
Department structure chart:
Description of post setting:
Job description:
Four. ODOO-ERP solution
1 and ODOO ERP overall solution overview
Overall solution description:
Drawing and explanation of the overall solution flow chart.
2. Department management solutions
business administration
Solution description:
Description of software solution: (including screenshots)