ERP 世新大學 ERP 實驗室 Oracle Purchasing Supplier 講師：蘇美菊.

世新大學 ERPERP 實驗室

Oracle PurchasingSupplier

講師：蘇美菊


Outline

• Purchasing Concept• Create Supplier Data • Supplier Merge• Supplier Query • Evaluation Supplier Performance• Create Approved Supplier List


Purchasing Concept

• Purchasing Overview• Oracle ERP Overview• Purchasing Process• Purchasing Integration


Purchasing Overview

• 公司主要的業務功能之一，通常所包含的責任是取得組織所需的材料、服務以及設備。

上游廠商顧客供應商企業

Supply chain


• 合理降低採購成本• 提高及穩定採購品質• 控管交貨期限• 減少庫存，降低資金負擔

Purchasing Overview


採購

品質如何 ?品質如何 ?

何時可交貨 ?何時可交貨 ?多少錢 ?多少錢 ?

向誰買 ?向誰買 ?

買什麼東西 ?買什麼東西 ?

買多少 ?買多少 ?

Purchasing Overview


庫存Inventory

總帳系統

GL

客戶訂單SO

主生產排程MPS

粗略產能規劃RCCP

物料需求計劃MRP

請購作業PR

採購作業PO

收料作業Receiving

生產指示DiscreteRepetitiveFlowProjectProcess

生產發料Issue

生產控制製程移轉

SFC

生產入庫Transfer

出貨作業PickingShipping

細部產能規劃CRP

應付帳款立帳

Invoice付款作業Payment

票據管理成本管理Costing

主需求排程MDS

固定資產管理Assets

供應鍊管理最佳化排程

APS

銷售預測FCST

統一發票管理

收款作業Receipts

應收帳款立帳

Invoice

Oracle ERP Overview


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

- 概括式 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


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


Outline



Create Supplier Data

• Looking for Supplier• Create New Supplier Information• Site-Specific Information• Supplier Site Information• Supplier Lists• Oracle System Operation


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


Create New Supplier Information

ParisParisChicagoChicagoWashington, D.C.Washington, D.C.

SupplierSupplier

Supplier sitesSupplier sites

ContactContactContactContactContactContactContactContact ContactContactContactContact


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


SupplierSupplier

Washington, D.C.Washington, D.C.

ChicagoChicago

ParisParis

Terms and conditions期限和條件



Payment method付款方式



Supplier Site Information


Oracle System Operation


You use Type to group suppliers

Not expect to do repeat business

Standard Industry Classification


Outline



Supplier Merge

Washington, D.C. site

Chicago site

Paris site

Supplier XYZ

ParisWashington, D.C. Chicago

Supplier ABC

Old supplier XYZ merged with supplier ABC

Merge

Supplier Supplier ABCABC


Outline



Supplier Query

• Supplier Record• Supplier Reporting


Supplier Record

• You have two options to find a supplier’s record – Use the Find window– Execute a Query

Data entryData entry


Use the Find window


Execute a Query


Supplier Reporting

• Has this supplier been added already？• Is this supplier a subsidiary company of

another supplier ？• Do two similarly named suppliers have the

same site location ？• Pay Site, RFQ Only Site,and Purchasing

Site,and what are the payment terms ？

Access supplier detail reports.Access supplier detail reports.


Outline



Evaluation Supplier Performance

Overdue shipments裝運延遲

Invoice variance交貨清單不一致

ParisParisWashington, D.C.Washington, D.C.

供應商績效評估

Returns退貨

Cost成本

ChicagoChicago


Outline



Create Approved Supplier List

• Approved Supplier List Concept• Sourcing Rules • Approved Supplier List Statuses• Creating an ASL Entry• ASL Query


Approved Supplier List Concept

Ship-toShip-toorganization or organization or

global organizationsglobal organizations

CommodityCommodityApproved Approved

Supplier ListSupplier List ItemsItems

Supplier siteSupplier site


Sourcing Rules

Supplier BSupplier B50% of the time50% of the time

Rank 1Rank 1

Supplier ASupplier A50% of the time50% of the time

Rank 2Rank 2

Buy fromBuy from Buy fromBuy from

Sourcing ruleSourcing ruleEffective from 1/1/97Effective from 1/1/97–12/31/9912/31/99

世新大學 ERPERP 實驗室Approved Supplier List Statuses


Creating an ASL Entry

料號必須在庫存時建立


ASL Query


Practice

• Create a New Supplier Data• Query a supplier’s record • Creating an ASL Entry


References

• Oracle Purchasing R11 ： Volume 1 ， student Guide• 採購與庫存管理實務─鍾明鴻編譯、超越企管出版

ERP 世新大學 ERP 實驗室 Oracle Purchasing Supplier 講師：蘇美菊.

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Transcript of ERP 世新大學 ERP 實驗室 Oracle Purchasing Supplier 講師：蘇美菊.