ERP research report can be divided into three parts to describe, first you can describe the purpose of the research, the second can describe the research of the main contents of which, the third can describe the results of the research.
erp research report example 1:
Agricultural machinery, industrial electromechanical equipment, complete sets of equipment, power equipment, machine tools, construction equipment, civil electromechanical equipment, large instruments, meters, other specialized equipment.
Industry Introduction
Management Features
Solutions
Related Cases
Industry Introduction
Machinery Manufacturing is a form of industry with a long history, and to this day, its position as the number one industry is still unshakeable. According to statistics, as of last year, the machinery manufacturing industry is still one of the most important industries in China, occupying about 60% of the share. Machinery industry is the equipment industry of the national economy; is the basis of science and technology materialization; is the carrier of high-tech industrialization; is the foundation of national defense construction; is to achieve rapid economic growth of the important pillar; is also for the improvement of people's quality of life, to provide the supply of consumer electromechanical products industry. It has an extremely important role in the quality and efficiency of the national economy, the adjustment and optimization of industrial structure.
Mechanical industry is broadly divided into three parts:
●Machine manufacturing production as a means of production of mechanical products. Such as agricultural machinery in the tractor; industrial electromechanical equipment in the steel rolling mill, refinery equipment, generator sets, various machine tools, etc.; transportation machinery and equipment in the automobile, etc.; construction equipment in the bulldozer, mixer, etc.; civil means of consumption of electromechanical products, such as a variety of household electrical appliances, bicycles, sewing machines, etc.; and a variety of instruments, meters.
●Metal Products ManufacturingManufacturing of various accessories, spare parts, tools, containers, etc. in the means of production, but also includes daily metal products in the means of consumption, such as aluminum products, wire, standard parts, scissors, etc..
●Repair equipment that is the repair of electromechanical devices and metal products of specialized equipment.
Industry Characteristics
Machine manufacturing is mainly through the change of the physical shape of raw metal materials, processing and assembling and then become products. In short, as long as the assembly of metal parts and components as the main process of the industrial sector are within the scope of the machinery manufacturing industry. The main characteristics of machinery manufacturing production is: discrete, process-oriented, assembly as the focus.
Industrial production is basically divided into two major ways: discrete and process type. Discrete type refers to a separate parts and components to form the final product of the way. Because the final formation of the finished product is the assembly of parts for the main process, so the assembly naturally became the focus; and process-type refers to the processing of some raw materials, so that the shape or chemical properties of the final form of new shapes or new materials, such as smelting is a typical process-type industry. Machinery manufacturing is traditionally regarded as a discrete industry, although such as die-casting, surface treatment, etc. belongs to the category of process-type, but the vast majority of the process is still characterized by discrete. Therefore, the machinery manufacturing industry is not absolutely discrete industry, which still has part of the process-type characteristics. Specifically the following characteristics:
● machinery manufacturing process is basically divided into raw materials, and then one by one through the turning, milling, planing, grinding and other machining processes, parts assembly, and finally assembled into a finished product to be shipped;
● production mode to the main production to order, according to the order of the design and production according to the inventory as a supplement;
● product structure (BOM) complexity, engineering design tasks are very heavy, not only the new design and production of the new product, but also the design of the new product. Engineering design task is very heavy, not only new product development to redesign, but also a large number of design changes and process design tasks in the production process, the design version in the continuous updating;
● Manufacturing process is complex, machining process route has a great deal of uncertainty, the production process requires a wide range of machinery, equipment and jigs and fixtures;
● Material storage is easy and convenient. Machinery manufacturing enterprises are mainly solid raw materials (such as steel), the product is also a solid shape, so the storage of ordinary indoor warehouses or outdoor warehouses;
●Machine manufacturing enterprises are mainly discrete processing, the quality and productivity of the product is largely dependent on the technical level of workers, and the degree of automation is mainly at the unit level, such as numerical control machine tools, flexible manufacturing systems, and so on. Therefore, the machinery manufacturing industry is also a
personnel-intensive industry, the level of automation is relatively low;
● Long product life cycle, slow replacement. At present, China's large and medium-sized enterprises to produce more than 2,000 kinds of leading products with an average life cycle of 10.5 years, is the United States of America 3.5 times the life cycle of similar products;
● Products in the manufacturing cycle of the various components of the length of the product and the complexity of the product processing route resulting in the management of the work in progress is not easy. And in the production process often have edge materials, part of the edge material can also be recycled, edge material management is complex;
● Production plan development and workshop tasks are heavy. Due to the variety of products, parts and materials, processing technology is complex, affecting the production process of uncertainty factors, resulting in the development of production and procurement plans difficult;
● Product parts and components are generally used in a combination of homemade and outsourcing processing. General plating, painting and other special processes will be entrusted to collaborative manufacturers processing
Industry products:
Industry processes and equipment:
Management features
Machinery and equipment industry is mainly through the metal undercutting, sandblasted blanks for finishing, the formation of a component assembly, and finally product assembly, joint debugging, out of the production of quality assurance, and ultimately form a Qualified products. In short, as long as a metal parts assembly as the main process of the industrial sector are machinery and equipment industry. Mechanical equipment manufacturing industry is mainly characterized by: discrete, process-based, assembly of sets of focus.
Long production cycle, covering the whole process of manufacturing services production mode to order-based production, order-based design and production according to inventory as a supplement; long product life cycle, the product of small changes in models, design changes. Basically raw materials, blank parts, and then one by one through the car, milling, planing, grinding and other machining processes, component assembly, and finally finished product assembly, commissioning, warehousing, factory, after-sales maintenance; low degree of standardization, the contract progress tracking complex variables are more.
Product structure and management of design changes in the machinery industry product structure is more complex, the design task is very heavy, and frequent engineering changes. Manual operation to deal with the BOM often exists in the "material table update is not timely", "inconsistent data from various departments" phenomenon, prone to errors and lead to chaotic production, affecting delivery and other issues. In addition, due to the lack of scientific and standardized management of engineering changes, there is often a number of material stagnation, resulting in the enterprise's inventory backlog.
Standard process is not easy to develop due to the machinery industry equipment, personnel situation is complex, the actual production process should be taken often can not be implemented in accordance with the standard process, and some of the products due to some of the key processes by the machine and other resource constraints, or other special circumstances lead to the existence of a variety of processing processes coexist, how to scientifically manage the site management of the production of the difficulties. Complex production conditions, the scene is not easy to control the actual production process, there are often a lot of uncertainties, such as product rework rework, materials, semi-finished products scrapped, etc., it is difficult for managers to control the scene in a timely manner.
The control of work in progress due to the complexity of the manufacturing process in the machinery industry, from the first process to the last process is completed, the time to go through usually takes days or even weeks. Numerous parts, distributed in a number of workshops, each process has been completed how many quantities, how many quantities are not completed, but also how much time it will take to complete, as well as the process of the current amount of how many in the production process, which is currently being carried out to the process and so on the information can not be accurately obtained in a timely manner. Resulting in too much work in progress, the accounts are not allowed. How to solve the control of work in progress is a major problem for managers.
The site documents, the operation is cumbersome machinery industry processing parts, the need for more materials, the workshop site often need to fill out a large number of bills, such as process management, you also need to fill out a large number of process transfer documents, resulting in personnel troubles.
Outsourcing is not easy to manage machining, there are many special processes need to outsource processing, or customer demand for large batches, but also need to outsource part of the order to ease the pressure of traditional manual operations management often can not cope with such a complex situation, resulting in an increase in the difficulty of the work.
Interprocess inspection is difficult to carry out the production process, in a process transfer to another process, often need to carry out the process transfer inspection, the traditional practice requires manual records, or for warehousing procedures to be carried out, how to scientifically carry out the inspection, and record and analyze the inspection data, is the quality control department of the trouble.
Project-type ordering production is difficult to control part of the machinery industry users, the use of project-based production, often need to order to determine a large number of special requirements of the customer, and according to the project to carry out a separate design, preparation of materials, production, accounting costs. Manual work in the face of a huge bill of materials, complex production conditions, often resulting in delivery delays, inventory backlogs, processing errors and so on.
Product structure and design change management in the machinery industry, product structure is more complex, the design task is very heavy, and frequent engineering changes. Manual operation to deal with the BOM often exists in the "material table update is not timely", "the department data inconsistency" phenomenon, prone to error and lead to chaotic production, affecting delivery and other issues. In addition, due to the lack of scientific and standardized management of engineering changes, there is often a number of material stagnation, resulting in the enterprise's inventory backlog.
Management of inventory accounts and materials in the machinery industry is simple and convenient storage of materials, but also brings the difficulty of account management. Inventory of daily variations in information is frequent, and the production of materials due to the shape of the material, material and other characteristics of the reasons, often not according to the actual production of materials required for the issue. Some excess loss and poundage difference in the production process also cause difficulties in inventory management. In addition, due to the different focus of inventory and production management, some materials have dual-unit requirements. For example, square steel, round steel and other bars are usually measured in kilograms in the inventory book, but design and production will use "meters" as the unit.
Purchasing, production plan development machinery industry because most of the parts processing cycle is long, some raw materials procurement is not easy. How to develop a reasonable procurement, production plan under the premise of inaccurate sales forecasts. That is, to respond to customer demand in a timely manner to improve customer satisfaction, but also to reduce procurement and inventory costs, is a major problem that every manager must face.
Cost control for the manufacturing industry, how to maximize cost reduction, has been the constant pursuit of the goal. So companies not only need to know the cost of individual products, but also to be clear about the structure of product costs. Only know the actual cost of the product, can accordingly analyze the product cost structure, find the key to improve. But the calculation of production costs is not a simple task. First of all, a proper cost collection system must be created to get the correct cost data. In addition, in the process of calculating production costs, there are many items involved and the calculation steps are very complex, not only to spend a lot of manpower and time, but also very easy to make mistakes, when the product structure is complex, such calculations are almost impossible to manpower. Therefore, managers need a better and faster way to calculate the actual cost.
Management of raw material purchasing quantity and price of machinery industry product cost structure in the cost of raw materials accounted for more than 80% of the total cost, so it is necessary to strictly control the purchase of raw materials into the goods. The price of raw materials has been fluctuating, so it is necessary to first of all, the price of strict control; In addition, because of the raw materials (such as steel) and other materials, shapes and packaging and other characteristics, there will often be a supply
Supplier delivery of the number of cases does not correspond to the amount of purchases, managers need to keep track of the number of raw materials and deal with the issue of price, avoiding the impact on the production or on the occupation of funds. Machinery and equipment and jigs and fixtures, gauge management machinery industry production process, machinery and equipment, jigs and fixtures, gauge maintenance management is very complex, especially in the product structure to reflect the jigs and fixtures, gauge information and the use of special equipment. How to code these machines, jigs, fixtures and gauges, and manage the information on their variations is not an easy task. In addition, some of the jigs and fixtures and gauges information is a trade secret for some companies, so the management of data security is particularly important. Solution
The machinery industry is characterized by complex production processes, making it difficult to manage processes and work in progress. Simply relying on manual bookkeeping, it is difficult to meet the needs of modern enterprise scientific management. Only with the help of management tools such as ERP, through information technology can better solve these problems.
Project product accessory selection configuration AIO7 system provides product selection function for order taking by the salesman to determine and select certain optional parts, and provides a number of note description field for inputting special requirements. The design e-BOM (engineering BOM) is automatically converted into manufacturing m-BOM (manufacturing BOM) by parameterized virtual parts according to the order, which in turn generates the project's material consumption plan. Parametric product structure BOM and design change management for the R & D department provides e-BOM (engineering BOM) function, that is, to facilitate the R & D department to carry out the management of engineering BOM, but also with the formal production BOM for data **** enjoyment and mutual transformation. In response to the frequent design changes, Pushsoft provides engineering change operation ECN, through which you can trace the historical version of change records and print the change vouchers and lists, which facilitates the management of engineering changes. Pushsoft also provides "BOM Expected Stagnation Analysis Table" to help R&D units to prevent material stagnation caused by engineering changes and achieve prior control. Through the perfect combination of MRP and BRP, it can be better applied to both planned and order-oriented production modes, which greatly improves the efficiency and accuracy of work.
Provides the function of multiple process routes for one product. For the same product, AIO7 provides the function of multiple process routes numbering, which enables the user to enter the standard process routes and auxiliary routes into the system in a unified way, which is convenient for the production department to use in the actual production.
The interlocking workflow AIO7 system can automatically calculate the production, outsourcing, and purchasing plans based on the standard BOM and virtual BOM of options through the MRP system. No matter whether the production, purchasing, or outsourcing of the material is carried out by the same plan, so the progress of the material of the contract can be tracked with only one plan number. Purchasing receipts are based on purchase orders, production receipts are based on the material plan of production orders, and workshop processes are based on the workshop operation plan, which greatly simplifies the workload of operators in entering documents and reduces errors.
Automatically generate the task list of each workshop section to further expand the production order based on the process route, you can automatically generate the task list of the parts, and automatically according to the same workshop section of the task list classification summary, the formation of the task list can be used by the workshop. Workshop planners can directly apply and issue.
Perfect outsourcing management AIO7 provides two ways of outsourcing, work order outsourcing and process outsourcing. Work order outsourcing is about to provide raw materials or blanks and machining drawings to outsourcing vendors, who are responsible for the processing of the entire part. Process outsourcing in the machinery industry is often heat treatment, or a process of their own processing capacity is insufficient, a process will be outsourced to outsourcing vendors processing. The system supports this way of processing fee management, material balance management; the introduction of process outsourcing not only to avoid the trouble of inventory management, but also the correct handling of accounts payable.
Workshop work ticket and flow management, rigorous work-in-process control The processing of parts and components often needs to go through multiple processes, and there may be outsourcing or temporary changes in the production line. Using Pushsoft workshop management subsystem, you can control and master all kinds of information of production line perfectly. Raw materials, semi-finished products, finished products, machines, man-hours, costs and other information collection, recording, summarizing and organizing and tracking and controlling the ongoing manufacturing operations: including real-time monitoring and tracking of work in progress (WIP); to provide some of the transfer, part of the outsourcing function, can be accurately recorded in the process of processing inputs, completion, rework, rework completed, inventory loss, scrapping, and other process processing of the number of production; production site inventory machine crop rate; personnel efficiency and other information. And a variety of process statistical analysis,
Generate related management control reports, in order to feedback to the production planners and site controllers, in order to fully grasp the production progress and further enhance the level of management and work efficiency.
Employee Piecework TimingIn order to improve employee productivity, machine manufacturers generally set standard working time quotas for workpieces and use piecework or fixed hourly wages for processors.
The AIO7 process routing can be defined in a variety of forms of unit pricing or working hours to meet the single-piece pricing and small-unit contracting nature of the operation mode. At the same time, shop floor machining work tickets are used to collect data on the quantity and quality of work performed by employees. The application of bar code on the work ticket can timely capture the processing start and end time and operator information, but also the fastest response to the progress of workpiece processing, so as to facilitate the workshop debugger to rationally arrange the workshop processing plan. Process transfer inspection AIO7 quality management system in addition to the traditional material receipt, completion of the warehouse, outsourcing incoming quality control inspection, but also provides a process transfer inspection function, based on the pre-set inspection items and other information to print out the inspection sheet, as the basis for the inspection, and can record the results of the inspection, for further analysis.
Contract tracking and plan tracking through the "sales order tracking form", tracking a contract from the receipt of orders, design, orders, procurement, materials, workshop processing, part of the assembly, assembly of all the process; through the "purchase order tracking form", tracking requisition, procurement, acceptance, receipt, replenishment of materials to the process of goods; through the "production order tracking form", tracking orders, materials, workshop processing, parts inspection, storage; through the "production order tracking form", tracking orders, materials, workshop processing, parts inspection, storage; through the "production order tracking form", tracking the process of the transfer of inspection between processes. Through "Workshop operation tracking table", tracking the workshop operations such as turning, milling, forging, grinding, etc.; through the "assembly complete set of tables", tracking the assembly parts, purchased parts in place, and record the issuance of parts at the same time.
Costs are centralized and controlled in the AIO7 cost unit, which breaks down costs into material costs, labor costs, manufacturing costs, and external processing costs. The costing method uses a step-by-step batch system, which calculates the cost of production for each work order, and also calculates the cost of production for each step of a semi-finished product for a final product. Flexible settings for labor and cost allocation are provided to accommodate a variety of complex situations. The source of basic data is mostly entered into the system by the operators of each department in their daily operations, and the system automatically collects and summarizes the relevant information at the end of the period. The system automatically collects relevant information and summarizes it at the end of the period. It frees the financial personnel from the complicated manual work such as the collection of information and cost apportionment, and provides the managers with the cost information of the contracted products more quickly and accurately, and improves the level of the management decision of the enterprise.
Before the after-sales service products are completed and warehoused, the system requires that the "serial number" be entered for the important key parts to form the product key parts card, which is convenient for after-sales quality tracking. Meanwhile, the integrated after-sales service process of receiving repairs, dispatching workers, borrowing materials, repairing and settling accounts has scientifically ensured the quality of after-sales service.
Management of machines, equipment, fixtures and gaugesAIO7 provides an equipment asset management subsystem, which can comprehensively manage the acquisition, improvement and revaluation of equipment assets. For jigs and fixtures, automatic coding can be set up to facilitate the addition of new product numbers, and can also be incorporated into the BOM routing for use as a resource in the scheduling unit and as a reference for production.
ERP Research Report Sample 2:
K/3ERP Information Management System Project Research Report and Implementation Plan Kingdee Software China Limited System Implementation Department February 2008 Project Entrusted by Party A Ningbo ____________ Project Developer Party B Kingdee Software China Ltd. KingdeeK/3 Ningbo ___ Electronics Co., Ltd.2 Project ContentNingbo ___ Electronics Co., Ltd. Kingdee K/3ERP Management Information System
I. Ningbo ___ Electronics Co., Ltd. K/3ERP project establishes and improves a complete set of public ****relationship data platform for each department ****heeded by ___ Electronics Co. Within the scope of their own authority to request their own needs for a variety of information and then processed and stored in the database for other relevant personnel to use. Full data **** enjoyment. Through the implementation of the system in the sales contract within the scope of the realization of the company's ERP management information system to achieve customers, suppliers and other partners and the balance of the ___ electronic balance between the department and the balance of the department and the balance of the staff ultimately makes the ___ Electronics Co., Ltd. to achieve a comprehensive balance of all aspects of the resources of the enterprise, so that the K/3 ERP system can create the maximum economic benefits for the ___ Electronics Co. ERP management information system configuration Kingdee K/3V10.4 system Industrial Edition Product Name K/3 license number of general ledger, reports, cash management, payroll, cash flow statement, fixed assets, receivables, payables, procurement, sales, warehouse inventory, inventory accounting management 12 production data management 2 production task management 2 material requirements planning management 2 shop operations management 2 actual costs Management 2 workshop operations management 2 actual cost system 1 total 21 sites Second, Ningbo ___ Electronics Co., Ltd. ERP management system implementation program Ningbo ___ Electronics Co., Ltd. A Kingdee ERP management information
System plans to be implemented from February 2008 to start. The system will establish K/3ERP10.4 industrial version of the new account sets. Ningbo ___ Electronics Co., Ltd. KingdeeK/3 Ningbo ___ Electronics Co., Ltd. 3 Division A requirements of the overall system to be implemented as soon as possible to meet the Ningbo ___ Electronics Co., Ltd. financial, production, business work on the urgent need for computer management. According to the business characteristics of Party A Kingdee Software China Co., Ltd. Party B's implementation of the consultant of Party A's business, planning, production, technology, financial processes carried out a detailed study and after serious discussions with many of Party A's business, financial personnel to reach the following computer management system implementation plan for the implementation of the overall implementation plan, see Annex 1, the overall plan of the implementation of the project, the overall plan 1, the overall plan on February 25, 2008 to start the implementation of the new account Set from the third period in 2008 to start enabling trial run for two months. The door-to-door implementation time is 40 days. The implementation strategy is "overall planning, overall research, and comprehensive implementation". The whole implementation process is in strict accordance with the Kingdee's rapid implementation of the four-step process operation. That is, the project preparation blueprint design system to realize the acceptance and delivery of four-step operation. There is an overall planning for each step with a specific implementation plan and corresponding implementation documents and confirmation documents. Various modules of the operational data should be manually and computer checking check after the normal end-of-month checkout of the entire system. 2008 April 10, the end of the first month of trial run. After a month of trial run data are all correct, the entire system is carried over to the fourth period. Successful checkout of the entire K/3 ERP management information system for phase acceptance. From April 11, 2008, the system started the second month of parallel operation phase. on May 10, 2008, the second month of parallel operation was completed. The system was successfully carried over to the fifth phase of 2008, and the acceptance criteria confirmed by both parties in the research report were met
After the two parties summarized the implementation of the project and carried out the acceptance. After acceptance and delivery, the entire project was completed. From the fifth period in 2008, the entire computer management system for normal operation of the system into the free operation and maintenance services for a period of one year. 2, after the Party agreed to set the system to "not allow negative inventory". 3, the material valuation method for all "weighted average method "Raw materials, auxiliary materials, semi-finished products and finished goods in and out of inventory management using "FIFO batch management" at the beginning of the batch are "at the beginning of the period" and all other materials do not use batch management. 4, the classification and coding program by party A According to Party A's regulations compiled by Party B to give guidance see ___ electronic classification and coding program. 5, quality inspection due to Party A's first phase of the project did not buy the "quality management module," so Party A's quality management business in the ERP system outside the manual processing. 6 over the two sides agreed to the implementation of the implementation of the re-establishment of K/310.4 version of the "Ningbo ___ Electronic Co., Ltd. new set of accounts". 7, Party A's new set of accounts of the financial system does not set the "quantity and amount of the account" in accordance with the material of the major categories of the set of secondary ledger. 8, in order to ensure the integrity of the system data and the unity of the end of the month checkout time for the end of the last day of the month. 9, in order to better ensure that the system data integrity and unity of the end of the month. In order to better deal with the beginning of the provisional accounts after discussion between the two sides agreed that the beginning of the provisional inventory list need to be recorded in the initialization of the beginning of the period until the future purchase invoices will be purchasing invoices in the procurement management and the provisional inventory list associated with the hook after the generation of "accounts payable". kingdeeK/3 Ningbo ___ Electronics Co. Ltd. 410, in order to ensure that Party A's K/3 ERP system can be completed on schedule to reduce the risk of Party A's investment in the ERP project project implementation is divided into three steps to implement the first step of the first February 25, 2008 - March 10, 2008 to complete the initialization of the setup, the preparation of basic information and the introduction of the system, the confirmation of the business process, the initial balance of the entry, the system, the simulation test, the system to go live! simulation test, and go-live training for system activation. Step 2: March 11, 2008 - April 10, 2008: On-line operator training to solve problems arising from the system operation. Completion of the first month's trial run of the system. After the trial run is successful, a stage summary and stage acceptance will be carried out. The third step April 11, 2008 - May 10, 2008 on Party A's middle and senior leadership management training, to complete the system for the second month of trial run. After the trial run is successful, both parties will summarize and accept the whole system and deliver the system to Party B's service department to continue to serve Party A. Note ___ Qingdao ERP system when to start the implementation of the first month of trial run after the success of the implementation of the first month of the implementation of Party A's implementation consultants in accordance with the content of the implementation contract signed by the two sides of the implementation of the ERP of ___ Qingdao company. The total planning and implementation time will be completed at the same time as the implementation time of ___Ningbo Company.11. System training adopts a combination of centralized training and on-site training to ensure that all operators of Party A can skillfully use the K/3 system to complete their daily business work.12. In order to ensure that the system can be stably operated after delivery to Party A, Party A must designate a chief system administrator to be responsible for the day-to-day maintenance of the whole system, the setting of the rights and guidance of the operators. The system administrator must be responsible for the daily maintenance of the whole system, the setting of the authority of the operators and the guidance work. Each department must designate a system administrator of their own department is responsible for the daily business maintenance of the department. 13, ERP operation is based on the "correct product BOM" in order to ensure that the ERP system of _____ Electronics can be a long-term normal and stable operation of Party A must assign a full-time "product BOM" maintenance. Product BOM" maintenance personnel dedicated to deal with product BOM additions, modifications, maintenance. 14, in order to ERP project on-line operation of the data can be timely and accurate data entry system specially formulated a set of rules and regulations for operators to reward and penalize laziness.
The above is what I shared today, I hope it can help you.