PhaseI-training-MM物料管理PPT课件.ppt

2004 Hewlett-Packard Development Company,L.P.Strictly Confidential Not for general distribution凤竹纺织SAP项目培训 -物料管理This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑2培训目标 了解了解R/3 R/3 物料管理组织结构物料管理组织结构 描述基本描述基本MMMM主数据主数据 执行执行MMMM采购管理流程采购管理流程（包括（包括采购申请、采购订单、发票校验等）采购申请、采购订单、发票校验等）执行执行MMMM库存管理流程库存管理流程（包括（包括物料移动、仓库盘点等）物料移动、仓库盘点等）了解采购分析、库存分析了解采购分析、库存分析This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑3培训要求参加了参加了SAP R/3 SAP R/3 概览培训概览培训具有物料采购和库存管理的基本知识和经验具有物料采购和库存管理的基本知识和经验具有具有 Windows Windows 操作系统环境下良好的工作经验操作系统环境下良好的工作经验This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑4培训对象对象：负责物料管理流程的项目组组长和组员负责物料管理流程的项目组组长和组员时间：5天This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑5培训内容及安排 04月25日4ERP及物料管理模块简介4MM组织结构4物料主数据04月26日4采购主数据4采购申请4采购询报价04月27日4基本采购流程4发票校验04月28日4库存管理-收货、发货、库存转移4库存管理-盘点、预留04月29日4采购分析4库存分析4总体回顾及讨论4考试 2004 Hewlett-Packard Development Company,L.P.Strictly Confidential Not for general distribution1 1、ERPERP及物料管理模块简介及物料管理模块简介This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑7ERP的发展历程This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑8MRP、MRP、ERPMRP:Material Requirement Planning 物料需求计划MRP:Manufacture Resource Planning 制造资源计划（“”为与“MRP”区分）ERP:Enterprise Resource Planning 企业资源规划This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑9什么是ERP？nERP是一种国际上普遍使用的先进的管理思想和方法nERP是以企业资源计划与控制为主线运用于企业的产、供、销及财务和成本管理的集成的管理信息系统nERP是一种管理理念，简而言之，就是利用信息化的手段通过规范业务流程对企业方方面面的资源进行管理ERPEnterprise Resource Planning企企 业业 资资 源源 规规 划划This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑10什么是SAP？nSAP是一家提供软件和服务的公司，总部在德国 SAPSystem Application in data Process系统系统强调集成性强调集成性强大的数据处理功能强大的数据处理功能应用应用强调实用性强调实用性This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑11SAP R/3的模块集成的模块集成 SAP FI财务会计财务会计CO管理会计管理会计PS项目管理项目管理WF工作流工作流MM物料及采购管理物料及采购管理HR人力资源人力资源SD销售与分销销售与分销PP生产计划生产计划QM质量管理质量管理PM设备管理设备管理行业行业解决方案解决方案AM企业资产企业资产管理管理This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑12SAP R/3 后勤一览FIFICOCOAMAMHRHR成本会计成本会计成本会计成本会计财务会计财务会计财务会计财务会计资产管理资产管理资产管理资产管理人力资源人力资源人力资源人力资源项目项目项目项目设备维护设备维护设备维护设备维护修理修理修理修理质检计划质检计划质检计划质检计划质检处理质检处理质检处理质检处理结果记录结果记录结果记录结果记录销售和生产计划销售和生产计划销售和生产计划销售和生产计划需求管理需求管理需求管理需求管理/主生产计划主生产计划主生产计划主生产计划物料需求计划物料需求计划物料需求计划物料需求计划能力计划能力计划能力计划能力计划车间生产控制车间生产控制车间生产控制车间生产控制成本成本成本成本信息系统信息系统信息系统信息系统采购采购采购采购库存管理库存管理库存管理库存管理发票校验发票校验发票校验发票校验销售销售销售销售发运发运发运发运开具发票开具发票开具发票开具发票客户客户客户客户供应商供应商供应商供应商SDSDPPPPSDSDSDSDSDSDMMMMSDSDQMQMSDSDPMPMSDSDPSPS需求类型后勤执行This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑13SAP R/3 整合模型物料管理物料管理应收账款/现金接收SD生产计划生产计划财务财务&成本成本客户客户销售订单出货信用限额可用量检查需求转移发料到销售订单收料收到发票采购订单应付发票会计凭证生产成本生产订单按生产订单收料销售预测/销售计划供应商供应商This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑14MM 概述 物料计划物料计划发票校验发票校验会计会计销售销售与分销与分销物料主数据物料主数据.发货发货移库移库发货发货收到发票收到发票?库存管理库存管理内部获取内部获取生产生产外部获得外部获得采购采购物料批次供应商总分类帐户客户仓位 2004 Hewlett-Packard Development Company,L.P.Strictly Confidential Not for general distribution2 2、MMMM组织结构组织结构This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑16MM库存管理组织结构库存地点库存地点公司代码公司代码集团集团工厂工厂公司公司 1000.3003006006001000100010003,7003,700Client 01Client 800工厂工厂1001950950850850270027002700900900.SUMSUMSUM工厂工厂1002工厂工厂1003公司公司2000库存地点库存地点0001库存地点库存地点0002This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑17MM库存管理组织结构集团集团集团 SAP系统组织结构最高级别 为共同目的而联系在一起的，具有法律、组织、业务和(或)管理职能的实体的组合，代表一个组织结构的合作水平。This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑18MM库存管理组织结构公司代码公司代码公司代码该层次代表用户内一个独立的核算单位。每个公司代码都有它自己的资产负债表和损益表。例子：子公司，集团公司成员，分公司（二级法人）。This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑19MM库存管理组织结构工厂工厂工厂这可能是真正意义上的工厂(制造工厂)，也可能是代表公司代码中的一个分支机构或地址。工厂是公司内的一个组织单元，工厂生产产品、提供服务、为销售制造有用的产品。一个工厂可以是：制造场所仓库分销中心区域性销售办公室社团法人的总部This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑20MM库存管理组织结构库存地点库存地点库存地点库存地点库存地点0002库存地点库存地点0003库存地点库存地点0001库存地点库存地点0004工厂内库存的实地储存地点。例如：仓库或仓储范围。This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑21MM采购管理组织结构工厂代码采购组织集团 公司代码800200010000001000200032000100110021003This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑22MM采购管理组织结构采购组织采购组织：采购组织：采购组织是负责为一个或多个工厂（公司）采购物料和提供服务及与供应商协商价格和供货条款的组织单位。采购组织应该分配给公司代码。价格条款设置在采购组织级，如果采购组织指向多个工厂，价格作用于所有工厂。采购授权经常被设置在采购组织级。采购授权经常被设置在采购组织级。采购组采购组：采购组织进一步细分成采购组(买方组)，负责日常的采购活动。一个采购组也可以为多采购组织工作。This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑23MM采购管理组织结构采购组织与工厂采购组织与工厂采购组织与工厂对应于每一个工厂有不同的采购组织采购组织可以对多个工厂购买工厂1采购组织1集中式，一个采购组织对所有的工厂采购组织2采购组织3工厂2工厂3工厂1工厂2工厂3采购组织2采购组织1工厂1工厂2工厂3采购组织1This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑24SAP 组织结构R集团集团(一个独立的一个独立的SAP”社会社会“环境环境)控制范围控制范围(信贷控制范围信贷控制范围,成本控制范围成本控制范围)销售组织销售组织采购组织采购组织公司代码公司代码估价范围估价范围工厂工厂存储地点存储地点/批次批次/特殊库存特殊库存成本会计成本会计外部后勤外部后勤会计会计内部后勤内部后勤（计划/生产）库存管理库存管理视图视图层次层次This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑25MM组织结构回顾与讨论回顾与讨论回顾与讨论本公司的组织结构是如何划分的用R/3的方式画出组织结构图 2004 Hewlett-Packard Development Company,L.P.Strictly Confidential Not for general distribution3 3、物料主数据、物料主数据This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑27什么是主数据？1.1.主数据是企业运作过程中必须主数据是企业运作过程中必须使用的基本数据；使用的基本数据；2.2.长期存储在数据库中，它们集长期存储在数据库中，它们集中存储中存储并且可以在各级组织结并且可以在各级组织结构的上维护和使用。这样就能构的上维护和使用。这样就能防止重复存储数据（冗余）。防止重复存储数据（冗余）。3.3.SAPSAP的主数据包括：物料、供的主数据包括：物料、供应商、客户、会计科目等应商、客户、会计科目等This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑28物料主数据的构成视图物料主数据物料主数据采购采购仓储管理仓储管理工作计划工作计划质量管理质量管理销售销售仓储仓储工厂工厂/仓储场所仓储场所 存货存货分类分类预测预测维修规划维修规划基本基本数据数据会计会计This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑29物料主数据基本数据 基本数据属于集团级别的数据，主基本数据属于集团级别的数据，主要记录整个集团可以公用的基本信息，如：要记录整个集团可以公用的基本信息，如：物料编码物料编码 物料名称物料名称 物料组物料组 基本单位基本单位 基本基本数据数据This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑30物料主数据采购数据 采购组织级别的数据，主要记录与采购组织级别的数据，主要记录与采购相关的控制数据，如：采购相关的控制数据，如：采购组织采购组织 采购组采购组 采购单位采购单位 工厂工厂 This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑31物料主数据工厂/库存地点数据 属于工厂级别的数据，由工厂级别维护：属于工厂级别的数据，由工厂级别维护：工厂工厂 库存地点库存地点 发货单位发货单位 工厂工厂/库存地点库存地点This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑32物料主数据财务数据估价类估价类(科目分配与财务相关的物料分类科目分配与财务相关的物料分类).物料类型物料类型 有效值有效值ROH30003010HALB7920HIBE3000.价格控制价格控制标准价控制标准价控制移动平均价控制移动平均价控制物料估价受订单价影响物料估价受订单价影响SV物料估价为设定的标准价物料估价为设定的标准价This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑33物料主数据行业类别和物料类型(决定所需维护的视图)原材料原材料原材料原材料半成品半成品成品成品成品成品其他其他其他其他机械工程机械工程半成品半成品化工化工物料主数据按照行业类别和物物料主数据按照行业类别和物料类型分组料类型分组行业类别行业类别将有哪些视图被显示，依照将有哪些视图被显示，依照 什么次什么次序序哪些行业特定的数据需要维护哪些行业特定的数据需要维护物料类型物料类型那些部门视图需要维护。那些部门视图需要维护。库存处理的方式（数量和价值更新）库存处理的方式（数量和价值更新）内部或外部采购是否允许内部或外部采购是否允许This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑34物料主数据计量单位基本计量单位：基本计量单位：块块(物料主数据物料主数据)箱箱(发货单位发货单位)板条箱板条箱(订购单位订购单位)货盘货盘(销售单位销售单位)41272基本单位(财务)业务单位换算关系This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑35物料主数据的维护方法Defaults缺省值缺省值Reference Material参考物料参考物料Profiles参数文件参数文件Collective entry of集中输入存储地点数据集中输入存储地点数据Maintenance物料主数据维护物料主数据维护This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑36物料主数据回顾与讨论回顾与讨论回顾与讨论本公司物料的种类有哪些？各自的特点分别是什么？This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑37SAP 系统操作基础基础知识基础知识SAP的登陆集团用户名密码及其修改语言用户个人参数的设置事务代码用来表示某一系统操作的代码，通常为4位SEARCH_SAP_MENU收藏夹的使用SAP屏幕介绍命令框按钮：执行 、确定 、返回 、退出 、取消 保存 输入、输出的屏幕变式（以MB52查看库存为例）This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑38物料主数据SAP 系统练习练习练习物料主数据的创建事务代码：MM01路径：后勤-物料管理-物料主记录-物料-创建(一般)-立即 物料主数据的修改事务代码：MM02路径：后勤-物料管理-物料主记录-物料-更改-立即 物料主数据的显示事务代码：MM03路径：后勤-物料管理-物料主记录-物料-显示-显示当前 显示物料主数据的修改历史事务代码：MM04路径：后勤-物料管理-物料主记录-物料-显示修改-活动的修改 物料主数据清单事务代码：MM60路径：SAP主菜单后勤商品管理商品主记录其它商品清单 2004 Hewlett-Packard Development Company,L.P.Strictly Confidential Not for general distribution4 4、采购主数据、采购主数据This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑40供应商主数据供应商的角色收货收货银行银行采购订单采购订单发票发票?=发票校验发票校验采购订单采购订单发票发票物料物料采购采购付款付款DEUTSCHEMARKDEUTSCHEMARKDEUTSCHEMARK供应商供应商This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑41供应商主数据数据结构图主数据主数据集团集团-帐户组帐户组*-名称名称-地址地址-电话电话采购数据采购数据采购组织采购组织-采购订单货币采购订单货币-最小订单量最小订单量-采购组采购组财务数据财务数据公司代码公司代码-统驭科目统驭科目*-银行银行-付款条款付款条款1000This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑42供应商主数据帐户组Type of numberassignment编号分配类型Numberassignment interval编号分配区间Field selection字段选择n帐户组定义了供应商主数据维护的控制功能、字段选择帐户组定义了供应商主数据维护的控制功能、字段选择n每一个供应商主数据归属于一个帐户组。每一个供应商主数据归属于一个帐户组。or plant level data是否允许供应商子范围或工厂层次数据Partner procedureassignment合作伙伴程序分配Account groupdetermines.科目组决定了科目组决定了Vendor or 是否为一次性供应商n帐户组的一般定义方式：帐户组的一般定义方式：员工、财务用供应商、国内采购、国外采购员工、财务用供应商、国内采购、国外采购This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑43供应商主数据统驭科目R/3R/3系统系统输入供应商发票输入供应商发票明细帐明细帐总帐总帐统驭科目统驭科目供应商供应商 A并行并行每个供应商每个供应商的总负债的总负债对所有供应商对所有供应商的总负债的总负债This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑44供应商主数据SAP 系统练习练习练习供应商主数据的创建事务代码：XK01路径：后勤商品管理采购主数据供应商中央创建供应商主数据的修改事务代码：XK02路径：后勤商品管理采购主数据供应商中央更改供应商主数据的显示事务代码：XK03路径：后勤商品管理采购主数据供应商中央显示供应商主数据清单事务代码：MVKZ路径：后勤商品管理采购主数据供应商清单显示采购清单This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编辑45采购信息记录定义信息记录信息记录（Information record）包含供应商和从该供应商采购的物料的简明信息。信息记录说明了物料-供应商的关系信息记录的内容主要包括：订单单位、价格、物料、供应商、生效日期、历史采购数据等。信息记录的生成方式：可以手工维护；可以通过自动方式产生（以便能够提供持续更新的信息）供应商供应商APc.%Conditions$Pc.%Conditions$采购信息记录采购信息记录供应商供应商B 库存物料（库存物料（M1）消耗物料（消耗物料（M2）服务（服务（D1）采购信息记录采购信息记录采购信息记录采购信息记录采购信息记录采购信息记录采购信息记录采购信息记录This information is confidential and was prepared by Bain&Company solelyStrictly Confidential for the use of our client;it is not to be relied on by any 3rd party without Bains prior written consent.SNG 可编