ERP金蝶K3软件上级实习报告

经济与管理学院

实习报告

实习类别: 《管理软件实习》

专业

班级

姓名

学号

指导教师

2013 年 12 月 19 日

business to organize, guide, assist, participatory pre-loan investigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after accepting the borrower's application for the 14th person, dominated by field investigation and

off-site surveys as a supplement, carry out pre-loan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investigators should interview business, management, finance and other related personnel, field trip place of business and production operations, and according to the information provided by the customer to verify the business management, authenticity of the

financial situation, trade, etc. 2. borrowing people for small

enterprise of, survey content except reference company class customer outside, also should focus concern actual control people and the main

shareholders personal funding letter, and practitioners experience, and marriage status, and health status, soft information and family assets, and liabilities status; focus survey verified enterprise account table, and bank account water, and tax information and hydropower wage, spending information, then verified company actual business status and the financial status. 3. the borrower is a natural person, the investigation should focus on borrowers and their families, property, income, debt, credit ... Investigators should field surveys, confirm the mortgage situation, by way of assessment, inquiry finds the value of the mortgage. Disagrees with the determination of value, should be submitted through other evaluation Agency, the supplementary investigations, field surveys, including re-evaluation of value. 1. to property mortgage of, survey people should field study mortgage real, and verified following information: housing ownership card by contains Ming information (ownership people, and is located, and floor,, and room,, and area, and type,)

一、ERP基本介绍………………………………………………………………( 3 )

1. ERP的原理概念………………………………………………………( 3 )

2. ERP的管理思想………………………………………………………( 3 )

3. ERP的发展历程………………………………………………………( 4 ) 二、 ERP的检验结果及分析……………………………………………… ( 4 )

1. 产品介绍………………………………………………………………( 4 )

2. 采购- 生产-销售过程实验结果及分析………………………………( 6 ) 三、我国有效实行ERP的实例及认识…………………………………………( 9 )

1. 联想实行ERP对管理的作用…………………………………………( 9 )

2. 对ERP的认识…………………………………………………………( 10 )

本报告所用帐套信息如下:

机构号:

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t information and family assets, and liabilities status; focus survey verified enterprise account table, and bank account wats, sofpeople and the main shareholders personal funding letter, and practitioners experience, and marriage status, and health statumall enterprise of, survey content except reference company class customer outside, also should focus concern actual control for s d by the customer to verify the business management, authenticity of the financial situation, trade, etc. 2. borrowing peopleand other related personnel, field trip place of business and production operations, and according to the information provideators should interview business, management, finance loan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-site surveys as a supplement, carry out pre-ed by field investigation and offpting the borrower's application for the 14th

person, dominatloan investigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after acce-business to organize, guide, assist, participatory pre2nd is located, and floor,, and room,, and area, and type,)y mortgage real, and verified following information: housing ownership card by contains Ming information (ownership people, aevaluation of value. 1. to property mortgage of, survey people should field stud-ntary investigations, field surveys, including reof the mortgage. Disagrees with the determination of value, should be submitted through other evaluation Agency, the suppleme valuedebt, credit ... Investigators should field surveys, confirm the mortgage situation, by way of assessment, inquiry finds the tatus. 3. the borrower is a natural person, the investigation should focus on borrowers and their families, property, income,cial ser, and tax information and hydropower wage, spending information, then verified company actual business status and the finan

《管理软件实习》实习报告

一、 ERP基本介绍

1、ERP的原理概念

根据MPS对最终生产产品的构成、需求数量、交货期、产成品和各级材生产时间或运送时间推导各级材料的需求数量和需求日期，再导出制造订单下达日期和采购件的采购订单发放日期，进行资源的时间的有效化。

ERP是Enterprise Resource Planning(企业资源计划)的简称，是上个世纪90年代美国一家IT公司提出的。是针对物流、人流、财流、信息流集成一体化的企业管理软件。包含客户服务架构，使用图形用户接口，应用开放系统制作。除了已

有的标准功能，它还包含品质、过程运作管理、调整报告等其他特性。 2、ERP的

管理思想

其核心管理思想就是实现对整个供应链的有效管理。主要体现在以下三个方面: 体现对整个供应链资源进行管理的思想:

把经营过程中的有关各方如供应商、制造工厂、分销网络、客户等纳入一个紧

密的供应链中，有效地安排企业的产、供、销活动，满足企业利用全社会一切市场

资源快速高效地进行生产经营的需求，以期进一步提高效率和在市场上获得竞争优势。ERP系统实现了对整个企业供应链的管理，适应了企业在知识经济时代市场竞

争的需要

体现精益生产、同步工程和敏捷制造的思想:

ERP系统支持对混合型生产方式的管理，其管理思想表现在两个方面:其一是

“精益生产”的思想。即企业按大批量生产方式组织生产时，把客户、销售代理

商、供应商、协作单位纳入生产体系，企业同其销售代理、客户和供应商的关系。

这种合作伙伴关系组成了一个企业的供应链，这即是精益生产的核心思想。其二是“敏捷制造”的思想。当企业的基本合作伙伴不能满足新产品开发生产要求时，企

业会组织一个由特定的供应商和销售渠道组成的短期或一次性供应链，形成“虚拟

工厂”，把供应和协作单位看成是企业的一个组成部分，运用“同步工程”，组织

生产，用最短的时间将新产品打入市场，时刻保持产品的高质量、多样化和灵活

性。

体现事先计划与事中控制的思想:

ERP系统中的计划体系主要包括:生产计划、物料需求计划、能力计划、采购计划、销售执行计划、利润计划、财务预算和人力资源计划等，而且这些计划功能与

价值控制功能已完全集成到整个供应链系统中。计划、事务处理、控制与决策功能

都在整个供应链的业务处理流程中实现，要求在每个流程业务处理过程中最大限度

地发挥每个人的工作潜能与责任心，流程与流程之间则强调人与人之间的合作精神，以便在有机组织中充分发挥每个的主观能动性与潜能。实现企业ituation, by way of assessment, inquiry finds the value of the mortgage. Disagrees with the determination of value, should ben borrowers and their families, property, income, debt, credit ... Investigators should field surveys, confirm the mortgage socus ofied company actual business status and the financial status. 3. the borrower is a natural person, the investigation should fed enterprise account table, and bank account water, and tax information and hydropower wage, spending information, then veriverifiexperience, and marriage status, and health status, soft information and family assets, and liabilities status; focus survey utside, also should focus concern actual control people and the main shareholders personal funding letter, and practitioners omer oancial situation, trade, etc. 2. borrowing people

for small enterprise of, survey content except reference company class custrations, and according to the information provided by the customer to verify the business management, authenticity of the finope ators should interview business, management, finance and other related personnel, field trip place of business and productionloan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-esite surveys as a supplement, carry out pr-the borrower's application for the 14th person, dominated by

field investigation and offnvestigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after

accepting loan i-business to organize, guide, assist, participatory

pre3by contains Ming information (ownership people, and is located, and floor,, and room,, and area, and type,)mation: housing ownership card evaluation of value. 1. to property mortgage of, survey people should field study mortgage real, and verified following infor-tted through other evaluation Agency, the supplementary investigations, field surveys, including resubmi

管理从“高耸式”组织结构向“扁平式”组织机构的转变，提高企业对市场动

态变化的响应速度。

3、 ERP的发展历程

定货定点

是最开始的库存管理，是一种以统计方式来控制库存，即当实际库存降低到顶

点或不低于安全库存时，按规定的订货数量提出订货的一种库存控制方法，其最大的缺陷是它没有按照物料真正需求的时间来确定订货日期。

六十年代:物料需求计划，又称开环MRP，

是一个生产计划与库存管理系统，在需要的时间里得到恰好需要得物料数量。

缺陷开环MRP计划出现到成功应用，只局限于物料的管理，还达不到企业生产管理要求。

七十年代:闭环MRP(物料需求)计划

在MRP的基础上，对其功能上进行了扩充，把能力需求计划CRP、采购计划和

车间作业等纳入，从而使计划更加切实可行。缺陷库存计划与物料信息集成与其它作业无联系，围绕物料需求计划而建立的系统。

八十年代: MRP II制造资源计划

生产、财务、销售、工程技术、采购等各个子系统集成为一体化系统。缺陷对人、财、物、管理，对企业归类、典型的生产方式。MRP II 是以面向企业内部业务为主的管理系统，不能适应市场竞争全球化、管理整个供需链的需求。

ERP(企业资源计划)阶段

进入ERP阶段后，以计算机为核心的企业级的管理系统更为成熟，系统增加了包括财务预测、生产能力、调整资源调度等方面的功能。配合企业实现JIT管理全面、质量管理和生产资源调度管理及辅助决策的功能。成为企业进行生产管理及决策的平台工具。

现时代的ERP

现时代的ERP，紧紧抓住企业信息流程这条主线，以生产经营为目的，提供专

业性非常强的针对行业的ERP。

二、 ERP的检验结果及分析

1、产品介绍

公司名称:福建瑞达精工股份有限公司

产品:电子时钟

简介:时钟构造情况如下图

y mortgage real, and verified following information: housing ownership card by contains Ming information (ownership people, aevaluation of value. 1. to property mortgage of, survey people should field stud-ntary investigations, field surveys, including reof the mortgage. Disagrees with the determination of value, should be submitted through other evaluation Agency, the suppleme valuedebt, credit ... Investigators should field surveys, confirm the mortgage situation, by way of assessment, inquiry finds the tatus. 3. the borrower is a natural

person, the investigation should focus on borrowers and their families, property, income,cial ser, and tax information and hydropower wage, spending information, then verified company actual business status and the finant information and family assets, and liabilities status; focus survey verified enterprise account table, and bank account wats, sofpeople and the main shareholders personal funding letter, and practitioners experience, and marriage status, and health statumall enterprise of, survey content except reference company class customer outside, also should focus concern actual control for s d by the customer to verify the business management, authenticity of the financial situation, trade, etc. 2. borrowing peopleand other related personnel, field trip place of business and production operations, and according to the information provideators should interview business, management, finance loan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-site surveys as a supplement, carry out pre-ed by field investigation and offpting the borrower's application for the 14th person, dominatloan investigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after acce-business to organize, guide, assist, participatory pre4nd is located, and floor,, and room,, and area, and type,)

《管理软件实习》实习报告

电子时钟(2)

LT=2

机芯 (1) 钟盘 (1) 钟框 (1) 电池 (2)

LT=1 LT=3 LT=1 LT=1

指针 (1) 盘面 (1)

LT=2 LT=2

长针 (1) 短针 (1) 秒针 (1)

LT=1 LT=1 LT=1

图1—1 电子时钟的BOM树形图

图2—1 电子时钟生产构成情况

计计销存订安最小最大物料量划售货货全提前批量固定代码名称订货订货属性单价价科策库期增量批量量量位格格目略存

004.01 电子挂钟自制个 35 50 137 LFL 0 2 0 10000 1 003.01 机芯外购个 12 123 LFL 0 1 0 10000 1 003.02 钟盘自制个 6 135 LFL 0 3 0 10000 1 003.03 钟框外购个 3 123 LFL 0 1 0 10000 1 003.04 电池外购节 1 123 LFL 0 1 0 10000 1 002.01 指针自制支 1 135 LFL 0 2 0 10000 1 002.02 盘面外购个 2 123 LFL 0 2 0 10000 1 001.01 长针外购支 1 123 LFL 0 1 0 10000 1 001.02 短针外购支 1 123 LFL 0 1 0 10000 1 001.03 秒针外购支1 123 LFL 0 1 0 10000 1

表2—1 电子时钟生产构成情况

submi ituation, by way of assessment, inquiry finds the value of the mortgage. Disagrees with the determination of value, should ben borrowers and their families, property, income, debt, credit ... Investigators should field surveys, confirm the mortgage socus ofied company actual business status and the financial status. 3. the borrower is a natural person, the investigation should fed enterprise account

table, and bank account water, and tax information and hydropower wage, spending information, then veriverifiexperience, and marriage status,

and health status, soft information and family assets, and liabilities status; focus survey utside, also should focus concern actual control people and the main shareholders personal funding letter, and practitioners omer oancial situation, trade, etc. 2. borrowing people

for small enterprise of, survey content except reference company class custrations, and according to the information provided by the customer

to verify the business management, authenticity of the finope ators should interview business, management, finance and other related personnel, field trip place of business and productionloan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-esite surveys as a supplement, carry out pr-the borrower's application for the 14th person, dominated by

field investigation and offnvestigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after accepting loan i-business to organize, guide, assist, participatory

pre5by contains Ming information (ownership people, and is located, and floor,, and room,, and area, and type,)mation: housing ownership card evaluation of value. 1. to property mortgage of, survey people should field study mortgage real, and verified following infor-tted through other evaluation Agency, the supplementary investigations, field surveys, including re

2、采购- 生产-销售过程实验结果及分析

销售订单

销售部于2013年12月18日与福州彦君签订订单，订单内容为20114年1月17日交货500个时钟如图2—2所示。

图 2—2 销售订单

生产任务单

根据安全库存和两张销售订单，可生成相应的计划开工日期。如图2—3所示

图2—3 生产任务单

采购申请单

根据客户需要交货的500个电子时钟，可生成相应的采购数量以及建议采购期。由于长针、短针和秒针的提前期是1，可以在2014年1月8日就采购，盘面的提前期为1天，可以在1月10日采购。而根据销售订单，又需要反向进行推算，如1月17日电子时钟做好，就要在15日做好钟盘。往上推断所需材料的采购时间。所有材料都是LFL批对批采购。如图2—4所示。

图2—4 采购申请单

people and the main shareholders personal funding letter, and practitioners experience, and marriage status, and health statumall

enterprise of, survey content except reference company class customer outside, also should focus concern actual control for s d by the customer to verify the business management, authenticity of the

financial situation, trade, etc. 2. borrowing peopleand other related personnel, field trip place of business and production operations, and according to the information provideators should interview business, management, finance loan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-site surveys as a supplement, carry out pre-ed by field investigation and offpting the borrower's application for the 14th person, dominatloan investigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after acce-business to organize, guide, assist, participatory pre6nd is located, and floor,, and room,, and area, and type,)y mortgage real, and verified following information: housing ownership card by contains Ming information (ownership people, aevaluation of value. 1. to property mortgage of, survey people should field stud-ntary investigations, field surveys, including reof the mortgage. Disagrees with the determination of value, should be submitted through other evaluation Agency, the suppleme valuedebt, credit ... Investigators should field surveys, confirm the mortgage situation, by way of assessment, inquiry finds the tatus. 3. the borrower is a natural person, the investigation should focus on borrowers and their families, property, income,cial ser, and tax information and hydropower wage, spending information, then verified

company actual business status and the finant information and family assets, and liabilities status; focus survey verified enterprise account table, and bank account wats, sof

《管理软件实习》实习报告

采购订单

由采购申请单生成相应的采购订单，如图2—5所示。

图2—5 采购订单

外购入库

外壳、电源线的提前期为5，因为7月2日，3日为双休日所以于7月4日入

库原材料仓，其它原材料按照相同的方法推算。外购入库情况如图2—5所示。

图2—6 外购入库

生产投料单

生产任务单下达后生成生产投料单。生产投料情况如图2—7所示。

图2—7 生产投料单

生产领料

生产一部向原材料仓领长针、短针、秒针用来做指针，向原材料仓领盘面和生产一部做好的指针来做钟盘。生产二部向原材料仓领取机芯、钟框、电池;向生产一部现场仓领钟盘。同理进行其它材料的领取。生产领料情况如图2—6所示。

ituation, by way of assessment, inquiry finds the value of the mortgage. Disagrees with the determination of value, should ben borrowers and their families, property, income, debt, credit ... Investigators should field surveys, confirm the mortgage socus ofied company actual business status and the financial status. 3. the borrower is a natural person, the investigation should fed enterprise account table, and bank account water, and tax information and hydropower wage, spending information, then veriverifiexperience, and marriage status, and health status, soft information and family assets, and liabilities status; focus survey utside, also should focus concern actual control people and the main shareholders personal funding letter, and practitioners omer oancial situation, trade, etc. 2. borrowing people

out pr-the borrower's application for the 14th person, dominated by

pre7by contains Ming information (ownership people, and is located, and floor,, and room,, and area, and type,)mation: housing ownership card evaluation of value. 1. to property mortgage of, survey people should field study mortgage real, and verified following infor-tted through other evaluation Agency, the supplementary investigations, field surveys, including resubmi

图2—8 生产领料单

产品入库

生产一部生产的指针于交于1月12日生产一部现场仓，生产一部生产的钟盘

交于生产部二现场仓，生产二部生产的电子时钟交于产成品仓。入库情况如图2—

9所示。

图2—9 产品入库单

销售出库

生产好的电子时钟按照原定合同日期出售给福州彦君，如图2—10所示。

图2—10 销售订单

销售出库汇总表

2013年12月1日到2014年1月31日期间，总计销售出库的产成品数量为

500台。具体情况如图2—12所示。

图2—11 销售出库汇总表

销售出库明细表

ntary investigations, field surveys, including reof the mortgage. Disagrees with the determination of value, should be submitted through other evaluation Agency, the suppleme valuedebt, credit ...

Investigators should field surveys, confirm the mortgage situation, by way of assessment, inquiry finds the tatus. 3. the borrower is a natural person, the investigation should focus on borrowers and their families, property, income,cial ser, and tax information and hydropower wage, spending information, then verified company actual business status and the finant information and family assets, and liabilities status; focus survey verified enterprise account table, and bank account wats, sofpeople and the main shareholders personal funding letter, and practitioners experience, and marriage status, and health statumall enterprise of, survey content except reference company class customer

outside, also should focus concern actual control for s d by the customer to verify the business management, authenticity of the

《管理软件实习》实习报告

2013年12月01日至2014年1月月31日期间，在1月17日销售出库的电子

时钟数量为500台，总计500台。具体情况如图2—13所示

图2—12 销售出库明细表

三、我国有效实行ERP的实例及认识

1、联想实施ERP对管理的作用分析

联想ERP主要围绕制造、代理和系统集成这三大部分业务进行实施。联想ERP

分五大部分:财务模块、管理会计模块、销售与分销模块、物料管理模块和生产计

划模块。由于ERP系统的集成性和实时性，直接反应出的效果体现在三个方面的统一管理:

第一:业务流程与管理流程的运作达到统一;联想资金流与业务流达成统一管

理，从客户下订单开始到送货结束为止的整个业务过程中，因为该业务引起的应收、应付、在途、存货资金都有实时动态的控制点，业务烦人每个环节都在系统控制下，与此同时，通过ERP系统可以实时了解到业务运作过程中每一个环节的状态。

第二:集团内业务与财务达到统一;此为联想ERP应用最大的收获之一。以“应收”为例，一旦销售业务产生，财务系统会自动生成应收账款，客户汇款同样必须依据最初信息源来进行，这样包括后续的到款和核销等工作就有了一根“准线”将各个环节串起来。一体化之后，几项主要指标表明联想财务业务一体化的ERP系统加快了“大联想”对市场的反应速度，增强了联想的动态化应变能力。

第三:信息系统的优化升级与向外扩展达到统一;联想有ERP这样一个基础平

台，为其未来长远的信息化建设和企业战略发展打下了坚实的基础。如:结账日由

20天降到一天，人数由70人降到7人，出报表时间有30天降到12天。成本可降

低10倍。联想集团98年的净利润比97年增长34%，99年比98年增长72%，2000

年比99年增长136%，除R&D的大量投入外，最直接的原因就是实施了ERP omer oancial situation, trade, etc. 2. borrowing people for small enterprise of, survey content except reference company class custrations, and according to the information provided by the customer to verify the business management, authenticity of the finope ators should interview

business, management, finance and other related personnel, field trip place of business and productionloan investigation work. Main contents are as follows: (a) the borrower surveys 1. Borrower for corporate customers, investig-esite surveys as a supplement, carry out pr-the borrower's application for the 14th person, dominated by field investigation and offnvestigation, provide marketing advice and responsible for marketing advice. Chapter III content and process after accepting loan i-business to organize, guide, assist, participatory

pre9by contains Ming information (ownership people, and is located, and floor,, and room,, and area, and type,)mation: housing ownership card evaluation of value. 1. to property mortgage of, survey people should field study mortgage real, and verified following infor-tted through other evaluation Agency, the supplementary investigations, field surveys, including resubmi ituation, by way of assessment, inquiry finds the

value of the mortgage. Disagrees with the determination of value, should ben borrowers and their families, property, income, debt, credit ... Investigators should field surveys, confirm the mortgage socus ofied company actual business status and the financial status. 3. the borrower is a natural person, the investigation should fed enterprise account table, and bank account water, and tax information and hydropower wage, spending information, then veriverifiexperience, and marriage status,

and health status, soft information and family assets, and liabilities status; focus survey utside, also should focus concern actual control