本書以金蝶 K/3 V13.1版為平臺，以制造企業實際生產和管理業務為情景，將 ERP包含的先進管理思想與企業的業務流程結合起來，讓學生將理論知識真正應用于實踐之中，以培養學生分析和解決問題的能力，以及實踐應用能力，突出了職業能力的培養，較好地實現了 ERP理論與實踐的一體化，具有較強的職業教育特色。教材重點講述了 ERP總體流程體驗、賬套管理、基礎資料設置、生產數據管理、銷售管理、物料需求計劃、采購管理、生產管理、車間管理等內容。本書可作為高職高專、應用型本科院校、成人高校等信息管理類、工商管理類、企業管理類、計算機類專業的教材，也可作為實施 ERP系統企業技術人員和管理人員的培訓教材和自學參考書。
應玉龍，男，副高職稱，長期致力于ERP教學，就職于浙江紡織服裝職業技術學院。擔任ERP應用與實踐項目化教程一書的主編。
目錄
第1章初識ERP ··························································································· -1 -
1.1 企業管理的困惑 ················································································· -1 -
1.2 ERP發展歷程 ···················································································· -2 -
1.2.1 訂貨點法·················································································· -2 -
1.2.2 基本 MRP ················································································ -4 -
1.2.3 閉環 MRP ················································································ -5 -
1.2.4 制造資源計劃 MRP II··································································-6 -
1.2.5 企業資源計劃 ERP ····································································· -8 -
1.3 ERP管理思想 ·················································································· -10 -
1.3.1 ERP的管理思想 ······································································ -10 -
1.3.2 ERP與先進生產管理理念 ·························································· -13 -
1.3.3 ERP與業務流程重組 ································································ -15 -
1.4 ERP系統主要功能模塊 ······································································ -18 -
1.4.1 財務管理················································································ -19 -
1.4.2 生產管理與控制······································································· -19 -
1.4.3 供應鏈管理············································································· -20 -
1.5 ERP軟件市場概況 ············································································ -21 -
1.5.1 ERP軟件市場現狀 ··································································· -21 -
1.5.2 常見 ERP產品介紹··································································· -22 -
1.5.3 ERP應用現狀 ········································································· -24 -
1.5.4 ERP未來發展趨勢 ··································································· -26 -
復習思考題 ···························································································· -27 -
第 2章ERP總體流程體驗 ············································································ -28 -
2.1 金蝶 ERP系統簡介 ··········································································· -28 -
2.1.1 金蝶 ERP系統功能··································································· -28 -
2.1.2 金蝶 ERP數據流程··································································· -30 -
2.2 虛擬企業基本資料 ············································································ -32 -
2.2.1 基礎數據················································································ -32 -
2.2.2 產品 BOM ·············································································· -35 -
2.3 引入賬套 ························································································ -35 -
2.4 銷售訂單管理 ·················································································· -39 -
2.5 MRP物料需求計劃 ··········································································· -43 -
2.6 采購與外購入庫 ··············································································· -50 -
2.7 生產任務管理 ·················································································· -55 -
2.8 銷售出庫 ························································································ -60 -
復習思考題 ···························································································· -63 -
第 3章模擬企業實例資料 ············································································· -64 -
3.1 公司概況 ························································································ -64 -
3.2 基礎資料 ························································································ -65 -
3.3 初始數據 ························································································ -68 -
第 4章賬套管理 ························································································· -71 -
4.1 賬套管理操作 ·················································································· -71 -
4.1.1 新建賬套················································································ -71 -
4.1.2 屬性設置和啟用賬套································································· -73 -
4.1.3 賬套備份················································································ -75 -
4.1.4 賬套恢復················································································ -77 -
4.2 用戶管理 ························································································ -78 -
復習思考題 ···························································································· -82 -
第 5章基礎資料設置 ··················································································· -83 -
5.1 幣別······························································································· -83 -
5.2 科目設置 ························································································ -84 -
5.3 憑證字···························································································· -91 -
5.4 計量單位 ························································································ -92 -
5.5 核算項目管理 ·················································································· -94 -
5.5.1 部門······················································································ -94 -
5.5.2 職員······················································································ -96 -
5.5.3 客戶······················································································ -98 -
5.5.4 供應商·················································································· -100 -
5.5.5 倉庫····················································································· -102 -
5.5.6 物料····················································································· -104 -
5.6 BOS數據交換平臺 ··········································································· -110 -
5.7 供應鏈系統初始化 ··········································································· -114 -
5.7.1 核算參數設置········································································· -114 -
5.7.2 初始數據錄入········································································· -117 -
5.7.3 啟動業務系統········································································· -122 -
復習思考題 ··························································································· -123 -
第 6章生產數據管理 ·················································································· -124 -
6.1 工廠日歷 ······················································································· -124 -
6.2 BOM新增 ······················································································ -125 -
6.3 BOM維護 ······················································································ -134 -
6.3.1 BOM合法性檢查 ···································································· -134 -
6.3.2 BOM低位碼維護 ···································································· -135 -
6.3.3 BOM成批修改、成批新增、成批刪除·········································-135 -
6.3.4 工程變更··············································································· -135 -
6.3.5 客戶 BOM ············································································· -139 -
6.4 BOM查詢 ······················································································ -141 -
6.4.1 BOM單級展開 ······································································· -141 -
6.4.2 BOM多級展開 ······································································· -142 -
6.4.3 BOM綜合展開 ······································································· -142 -
6.4.4 BOM單級反查 ······································································· -143 -
6.4.5 BOM多級反查 ······································································· -144 -
6.4.6 成本 BOM查詢 ······································································ -144 -
6.4.7 BOM差異分析 ······································································· -146 -
6.4.8 BOM樹形查看 ······································································· -147 -
6.4.9 BOM預期呆滯料分析表 ··························································· -147 -
6.5 工藝路線設置 ················································································· -148 -
6.5.1 工序資料··············································································· -148 -
6.5.2 工作中心··············································································· -149 -
6.5.3 資源清單··············································································· -151 -
6.5.4 工藝路線··············································································· -152 -
復習思考題 ··························································································· -155 -
第 7章銷售管理 ························································································ -156 -
7.1 系統概述 ······················································································· -156 -
7.1.1 銷售管理業務流程··································································· -156 -
7.1.2 與其他子系統的關系································································ -157 -
7.1.3 銷售業務模式········································································· -157 -
7.2 銷售管理系統設置 ··········································································· -158 -
7.2.1 收款條件設置········································································· -158 -
7.2.2 價格政策維護········································································· -161 -
7.2.3 單據自定義············································································ -166 -
7.2.4 套打格式設置········································································· -171 -
7.2.5 審核流管理············································································ -174 -
7.2.6 權限管理··············································································· -178 -
7.3 日常業務處理 ················································································· -183 -
7.3.1 銷售報價單············································································ -183 -
7.3.2 銷售訂單··············································································· -186 -
7.3.3 客戶價格管理········································································· -190 -
7.3.4 訂單變更··············································································· -192 -
7.3.5 客戶信用管理········································································· -196 -
7.3.6 發貨通知單············································································ -201 -
7.3.7 銷售出庫單············································································ -203 -
7.3.8 銷售退貨單············································································ -203 -
7.3.9 財務結算··············································································· -207 -
7.4 報表統計分析 ················································································· -209 -
復習思考題 ··························································································· -211 -
第 8章物料需求計劃 ·················································································· -212 -
8.1 系統概述 ······················································································· -212 -
8.1.1 物料需求計劃制訂過程 ···························································· -212 -
8.1.2 物料需求計劃運行流程 ···························································· -213 -
8.1.3 與其他子系統的關系································································ -214 -
8.2 系統參數設置 ················································································· -214 -
8.2.1 計劃展望期維護······································································ -214 -
8.2.2 MRP計劃方案維護 ································································· -215 -
8.3 日常業務處理 ················································································· -222 -
8.3.1 產品預測··············································································· -222 -
8.3.2 MRP計算·············································································· -223 -
8.3.3 MRP維護及投放 ···································································· -228 -
復習思考題 ··························································································· -238 -
第 9章采購管理 ························································································ -239 -
9.1 系統概述 ······················································································· -239 -
9.1.1 采購管理業務流程··································································· -239 -
9.1.2 與其他子系統的關系································································ -240 -
9.1.3 采購業務模式········································································· -241 -
9.2 采購管理系統設置 ··········································································· -241 -
9.2.1 付款條件設置········································································· -241 -
9.2.2 采購價格管理········································································· -242 -
9.2.3 單據自定義············································································ -249 -
9.3 日常業務處理 ················································································· -252 -
9.3.1 采購申請··············································································· -252 -
9.3.2 采購訂單··············································································· -254 -
9.3.3 訂單變更··············································································· -258 -
9.3.4 收料通知/請檢單····································································· -259 -
9.3.5 外購入庫單············································································ -262 -
9.3.6 退料通知單············································································ -266 -
9.3.7 財務結算··············································································· -272 -
9.4 采購報表查詢分析 ··········································································· -277 -
復習思考題 ··························································································· -278 -
第 10章生產任務管理················································································· -280 -
10.1 系統概述 ······················································································ -280 -
10.1.1 生產管理業務流程································································ -280 -
10.1.2 與其他子系統的關系 ···························································· -280 -
10.2 生產管理系統設置 ·········································································· -281 -
10.3 日常業務處理 ················································································ -283 -
10.3.1 手工生產任務單··································································· -283 -
10.3.2 返工生產任務······································································ -284 -
10.3.3 生產任務分割······································································ -286 -
10.3.4 任務單查詢········································································· -288 -
10.3.5 任務單下達與反下達 ···························································· -291 -
10.3.6 模擬發料············································································ -295 -
10.3.7 生產領料············································································ -296 -
10.3.8 生產物料報廢······································································ -301 -
10.3.9 產品入庫············································································ -303 -
10.4 生產報表查詢分析 ·········································································· -307 -
復習思考題 ··························································································· -308 -
第 11章車間作業管理················································································· -309 -
11.1系統概述 ······················································································ -309 -
11.2日常業務處理 ················································································ -310 -
11.2.1 工序流轉卡查看及打印·························································· -310 -
11.2.2 工序流轉卡排程··································································· -311 -
11.2.3 工序流轉卡匯報··································································· -312 -
11.2.4 委外工序轉出單··································································· -316 -
11.2.5 委外工序接收單··································································· -317 -
11.2.6 其他工序業務處理································································ -319 -
11.3車間作業報表查詢分析 ···································································· -320 -
復習思考題 ··························································································· -323
-第 12章倉存管理······················································································· -325 -
12.1 系統概述 ······················································································ -325 -
12.1.1 倉存管理業務流程································································ -325 -
12.1.2 與其他子系統的關系 ···························································· -326 -
12.2 日常業務處理 ················································································ -327 -
12.2.1 外購入庫············································································ -327 -
12.2.2 半成品入庫········································································· -328 -
12.2.3 生產領料············································································ -330 -
12.2.4 產成品入庫········································································· -334 -
12.2.5 銷售出庫············································································ -336 -
12.2.6 倉庫調撥············································································ -341 -
12.2.7 盤點作業············································································ -342 -
12.3 倉存報表分析 ················································································ -347 -
復習思考題 ··························································································· -348 -
第 13章綜合實訓······················································································· -349 -
13.1 案例背景 ······················································································ -349 -
13.1.1 企業經營模式······································································ -349 -
13.1.2 信息化特點········································································· -350 -
13.2 基礎資料 ······················································································ -350 -
13.2.1 部門·················································································· -350 -
13.2.2 職員·················································································· -351 -
13.2.3 客戶·················································································· -351 -
13.2.4 供應商··············································································· -352 -
13.2.5 幣別·················································································· -352 -
13.2.6 科目·················································································· -352 -
13.2.7 倉庫、倉位········································································· -353 -
13.2.8 物料·················································································· -354 -
13.2.9 BOM信息 ·········································································· -354 -
13.3 建立賬套 ······················································································ -358 -
13.3.1 新建公司機構及賬套 ···························································· -358 -
13.3.2 設置賬套參數······································································ -358 -
13.4 基礎資料導入 ················································································ -358 -
13.5 初始數據 ······················································································ -360 -
13.5.1 期初庫存············································································ -360 -
13.5.2 期初暫估外購入庫單 ···························································· -361 -
13.5.3 期初未核銷的委外加工出庫單 ················································ -361 -
13.5.4 期初暫估委外加工入庫單 ······················································ -362 -
13.5.5結束初始化········································································· -362 -
13.6 日常業務處理 ················································································ -362 -
13.6.1 銷售管理············································································ -362 -
13.6.2 產品預測············································································ -364 -
13.6.3 計劃管理············································································ -364 -
13.6.4 采購管理············································································ -365 -
13.6.5 委外管理············································································ -366 -
13.6.6 生產任務管理······································································ -366 -
13.6.7 期末處理············································································ -367 -
參考文獻 ···································································································· -368 -
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