1、QAD面向食品行业的应用解决方案,胡世洋QAD中国公司,上海佳格食品有限公司,议 程,QAD公司简介我们的事业是帮助食品行业企业获得成功 QAD食品行业解决方案在全球QAD食品行业解决方案在中国食品行业企业面临的挑战QAD食品行业解决方案如何帮助食品行业企业案例介绍问题与解答,QAD 公司简介,上市公司 (纳斯达克: QADI),在全球20多个国家设有分公司和办事处,在80多个国家超过 5,200 套QAD系统安装,在中国,应用QAD食品行业解决方案的企业的产品已走入千家万户,QAD关注的行业,企业规模,汽车行业,消费品行业,制药行业,工业品生产行业,电子行业,整个企业级应用,分公司级应用,小
2、型企业0.2-1亿美金,中型企业1-5亿美金,大型企业5亿美金+,食品及饮料行业,QAD Food & Beverage Customers,QAD Food & Beverage Customers,Budweiser Beer 百威啤酒, Lion Nathan Beer 狮王啤酒, Avon 雅芳, Sara Lee 沙丽, Cussons 加信士, Mars Chocolates 爱芬食品, Quaker Oats 冠生园桂格, China-America Cigarette 华美烟草, Nanjing Organon 欧加农制药, Eakan Pharmacy 益康制药Liwaywa
3、y 上好佳,食品行业供应链的特点及发展趋势,QAD食品行业解决方案帮助食品行业企业获得成功,销售及定单执行方面食品行业的发展趋势,Sales & Fulfillment Trends- Margins remain flat to declining, forcingmanufacturers to find new ways to increaserevenues and reduce costs- Internet-based marketing, order processing andtracking, procurement sourcing- Faster order fulfil
4、lment- Customer visibility of order status at any time- Vendor-managed inventories, consignmentinventories- Annual replenishment contracts- Real-time Available-to-Promise- Retailers giving up DCs and requiring direct-storeshipments based on store planner requirements,Sales and Marketing,Consumer dem
5、and patterns are stable for someproducts but very seasonal for others.Demand can be unpredictable, particularly for newproducts. As a result, demand forecasts tend to beunreliable, and manufacturers end up carrying highinventories to cover variable demand of specificend-items.,QAD eB2: Forecasting a
6、nd Sales Analyst,FC-PR-460,Closed-Loop System : 封闭的循环系统：,eB2,FC-SU-190,Identify Template 定义模板,FC-SU-210,22.7.1 Simulation Criteria Maintenance: Specify Time Frame模拟条件维护： 特定时界,Enter Ending Year输入结束年限,结束年限 =早于、对于预测年度,FC-SU-280,Method Codes 方法代码,02: Double Moving Average 两次移动平均03: Double Exponential Sm
7、oothing复指数04: Linear Exponential 线性指数05: Classic Decomposition 典型分解06: Simple Regression 简单回归01: Best Fit 最适合Uses Methods 02-06 使用方法02-06,FC-SU-355,22.7.1 Simulation Criteria Maintenance 模拟条件维护,销售分析与报表,报表可逐层追溯,图形化显示,Sales and Marketing Challenges,The multi-faceted customer and product mixrequires hi
8、ghly flexible order processing, orderfulfillment, pricing and discounting, sales processes,sourcing, production scheduling, distributionwarehousing, and services.,QAD eB2: Sales Order Management,SO-PR-020,Enter the Sales Order7.1.1,Confirm the Sales Order,Verify Credit,Print the Sales Order,Enter a
9、Sales Quote,Automatic/ManualAllocations,Picklist/ Pre-Shipper Automatic,Pre-Shipper/ Shipper Workbench,ConfirmPre-Shipper/ Shipper,Print Invoice,Post Invoice,销售管理系统,SO-IN-070,销售业务周期,客户订单打印,处理发货,待开发票登记簿,待开销售发票,发票打印,QAD eB2系统提供了适应食品行业企业的企业物料转移销售定单直接生成采购定单,能够让你将销售定单直接转化为采购单并传递给下一层的供应链,在下一层供应链又可自动转化成销售定
10、单.,EMT,销售定单,采购定单,Sales And Marketing,Complex pricing and promotion management,common in the retail sector, which involvessophisticated pricing agreements based on volumes,sales, and rebate deals, and requires tracking ofpromotions during specified effectivity periods. Italso involves deduction manag
11、ement, to ensureinvoice deductions are accurate.,QAD eB2: Advanced Price Management,Sales controls various customer types,DirectWholesaler/distributorIndirectBrokerBuying GroupInternal,Direct Customer,Consumer,Retailer,Manufacturer,Wholesale/Distributor,Consumer,Manufacturer,Retailer,Retailer,Retail
12、er,Distributor,Indirect Customer,Customer,Manufacturer,Retailer,Retailer,Retailer,Distributor,The Broker,Manufacturer,Broker,Distributor,Manufacturer,Customer,Customer,The Buying Group,Customer,Manufacturer,Buying Group,Distributor,Manufacturer,Customer,Customer,Internal Customer,Consumer,Manufactur
13、er,Retailer,Retailer,Retailer,Distributor,Internal Customer,Internal Customer,Sales Division, Region, Area, Zone,Region 1,Region 2,Region 3,Region X,Area1,Area2,Area3,Area4,Area5,Area6,Area7,DIVISION 1,Pricing Strategies .,List priceVolume discountEvery Day Low PricingShort-term incentives - promoti
14、ons / dealsNegotiated deals - contractsLong-term payments - rebates / incentivesContinuous fees - licences and royalties,APM Manages these Deal Methods,DiscountsOff invoiceDeferred / Billback / Chargeback claimLump sum inducementsCo-op / Lump Sums (2 types)Free GoodsUnit based free goods,Deal Method
15、s,Volume / BracketStepped volume discountCouponDeferred discount with hard evidenceMerchandiserGiveaways and sponsorships,Deal Methods,PrepaidsLump sum payments, prepaid and then retrospectively expensedRebates/Commissions% or $ discount given retrospectively based on sales value and/or sales volume
16、,Customer and Shipment Challenges,Management of VMIs (vendor-managedinventories), which is on the rise in retail channels,promoted by Efficient Consumer Responseinitiatives of discount and mass merchandisingchains.,QAD eB2：Consignment Sales,寄货销售,库存,一般来说是产成品,由客户领用,但仍然属制造商拥有.供应商将货物送到客户的库位中,客户不用立刻付款,待货
17、物使用或被出售后才根据使用或多或少出售的数量进行付款.,分销仓库,仓库提货,寄售合同,1,库存货物,发 运,在途库存,寄售库存,在 途,No,记录使用量,发票,应付帐款,Yes,库 存,库 存,收 货,制 造,记录使用量,2,3,4,5,6,7,客 户,客户保留库位,应用保留库位: 能指定某一库位的货物专门供某一客户或某 一类客户使用 能管理寄销库存 能改进库存管理 能容易地查看库存量,只有指定的客户或客户类的销售定单才能使用该客 户的指定保留库位的库存系统将所有非指定的客户类屏蔽于保留库位之外,领料逻辑:主要保留库位库位控制文件指定的非主要保留库位使用非保留库位领料逻辑,Set up dat
18、a for Reserved Location Data,Enter Sales Order,Print pick slip,Detail Allocation Inquiry,Detail Allocation Report,QAD eB2系统提供了适应食品行业企业的客户保留库位,Sales & Marketing Challenges,- Ship within 48 hours of electronic (EDI/internet)replenishment schedule, as part of an annual orsemi-annual blanket sales order
19、 or contract,实现按时交货,QAD eB2系统提供了适应食品行业企业的客户计划,EDI 入口计划日程 (830)发运计划 (862),EDIEnablingPackage,EDI接口,客户计划维护,主生产计划客户需求,更新,客 户,实现按时交货,QAD eB2系统提供了适应食品行业企业的客户计划,客户计划发运,货运单维护,货运单打印&确认,EDI系统,货柜维护,EDIOutboundASN (856),EDI接口,客户,实现高效发运 货柜/包装物发运管理 1 ,货柜可根据实际情况,分为可收回和不可收回两种,前者进行收费,后者不进行收费.,QAD eB2系统提供了适应食品行业企业的货
20、柜/包装物发运管理,实现高效发运 货柜/包装物发运管理 2 ,QAD eB2系统提供了适应食品行业企业的货柜/包装物发运管理,大量的发货快速发货货运单根据货柜/集 装箱的代码发货,产品管理食品行业的挑战,- Comply with federal, state, and local regulations- Reduce product development lead times.- Innovate rapidly in response to changing market demands- Reduce development and production cycle times- C
21、o- and by-product Reduce material costs and product complexities Food formula change control Food manufacturing process change control,Product Management Challenges,eB-PS-SU-020,Product Structure Setup & Maintenance,Engineering Change,Cost & Lead TimeRoll-Up,eB-PS-SU-450,Formula Setup: Component Qua
22、ntities, Quantity Types, and Batch Size,Component Quantities relate to the batch size as determined by the quantity type,Qty Type,Usage,blank,Batch,Percentage,eB-PS-SU-460,15.5 Formula Maintenance,eB-PS-SU-470,15.18 Process/Formula Maintenance,eB-PS-SU-490,15.8 Formula Copy,eB-PS-SU-510,15.9 Batch Q
23、uantity Change,eB-PS-SU-210,13.19 Item Substitution Maintenance,eB-PS-SU-360,Updating Costs,1. Roll up routing costs to the current cost set Adjusts item burden costs in the current cost set Adjusts item overhead costs in the current cost set2. Roll up product structure costs to the current cost set
24、3. Verify and adjust costs4. Copy current costs to the GL Cost Set5. Revalue WIP and open sales orders,How much does it cost to manufacture a product?,eB-PS-SU-390,Cumulative Lead Time Roll-Up,Longest Lead time in the process is 15 days (14 Pur LT + 1 Day Mfg LT),eB-PS-SU-530,23.22 Low Level Code Up
25、date,PCC-IN-180,IncorporatePCO,Product Change Life Cycle,RoutePCR forApproval,Close PCR/Create PCO,RoutePCO forAppoval,Create &MaintainPCRs,Create &MaintainPCOs,Release &DistributePCO,ImplementPCO,Manufacturing,生产方面食品行业的挑战,Production Trends- Increased flexibility of manufacturing facilities- Shorter
26、 response times as a result of the shortenedsupply chain- Flexible and streamlined manufacturing processes- Increased automation in order to achieve greaterflexibility and shortened response times whilemaintaining peak efficiency- Lot traceability across the extended supply chain,产品类计划,分销需求计划,预 测,资源
27、计划,能力需求计划,主生产计划,物料需求计划,加工单,车间底层控制,重复大批量生产采购计划,QAD eB2系统提供了适应食品行业企业的生产/能力计划系统,Intro-eB-PLNG-200,审核物料需求计划,审核计划加工单及采购单,审核/删除执行信息,批准加工单,批准采购单,加工单,采购申请,净改变式重产生式,选择式 MRP,23.1,23.2,23.3,23.13,23.16,23.9,23.5,23.10,23.11,QAD eB2系统提供了适应食品行业企业的物料需求计划,Intro-eB-PLNG-220,QAD eB2系统提供了适应食品行业企业的能力需求计划,Intro-eB-Use-
28、170,eB2的生产计划与车间底层控制（常规制造模式）,支持跨国公司/集团公司各分公司间的分销需求计划,分销中心,工 厂,异地需求计划,确认异地需求计划零部件供应,分销需求计划DRP,物料需求计划MRP,在全球化竞争趋势方面,WLT-REP-030,18.18 Repetitive Rework Transaction: WIP Lot Rework Data Frame,WLT-REP-040,18.13 Repetitive Setup Transaction: Labor WIP Lots Frame,WLT-REP-050,18.14 Repetitive Labor Transact
29、ion: WIP Lot Input Queue Issued Data,WLT-REP-060,18.17 Repetitive Reject Transaction: WIP Lot Input Queue Issue Data,WLT-REP-070,18.18 Repetitive Scrap Transaction: Wip Lot Reject Queue Issue Data,WLT-REP-080,18.18 Repetitive Scrap Transaction: Wip Lot Reject Queue Issue Data,采购方面食品行业的挑战,- Outsourci
30、ng/buying components with greater focuson value add/final assembly- Long-term procurement contracts with automaticannual renewals and release scheduling agreements- Online corporate catalog of approved suppliers &components- Web-based requisitioning and work flow of indirect materials- E-procurement
31、 of direct materials - Just in time replenishment- Inventory Management,Procurement Challenges,PO-BD-030,集团子公司数据库中国,生产制造(MRP),采购单,集团总部数据库底特律,生产制造(MRP),采购单,集团子公司数据库泰国,生产制造(MRP),采购单,库存数据库,订单与库存数据库,库存数据库,支持跨国公司/集团公司集中采购和分布采购,销售订单,在全球化竞争趋势方面,SS-IN-090,制造商,帮助你的供应商按时交货 供应商日程 1 ,供应商日程-从制造商到供应商,QAD eB2系统提供了
32、适应食品行业企业的供应商日程,SS-IN-090,帮助你的供应商按时交货 供应商日程 2 ,制造商 接收定单,ASN发货预先通知,QAD eB2系统提供了适应食品行业企业的供应商日程,供应商日程-从供应商到制造商,帮助你的供应商按时交货 收货估价结算 ,QAD eB2系统提供了适应食品行业企业的收货估价结算,付款凭证,付款凭证,采购单,采购收货,接收供应商发票,应付帐款,实现快速收货,减少供货环节上的延误.,正常结算,收货估价结算,帮助你的供应商及时补货 寄货供应 ,QAD eB2系统提供了适应食品行业企业的寄货供应,合同,1,供应商,发 票,支 票,6a,收 货,寄货供应库存,库存,库存,库
33、 房,3,领 料,库存转移,库存发货,制 造,分销中心,4,记录使用量,Yes,No,2,5,6b,应付帐款,付款凭证,帮助你的降低采购成本 协议采购 ,QAD eB2系统提供了适应食品行业企业的协议采购,帮助你的降低采购成本 采购审批 ,QAD eB2系统提供了适应食品行业企业的采购审批,申请,采购单,批准1,批准2,批准3,OK,OK,NO,NO,OK,针对采购的物料品种,数量,价格,供应商,付款方式,交货方式等内容进行审核批准.审批者可通过Email接收到eB2系统发出的采购审批请求,通过eB2系统的采购审批功能进行审批.审批的层次可以定义为多层和纵向,满足企业组织结构体系.,Gener
34、al Ledger,Account,1000 Rent2000 Utilities3000 Telephone4000 Hardware5000 Software6000 Insurance7000 Indirect Matls8000 Outside Serv.9000 etc.,100200300400500,Finance HR R&D MatlsInfo. Sys.,Sub-Account/Cost Center,xxxxxxxxxxxxxxxxx,Category:“Computers”,纵向审批人:以部门为审批管理单位,帮助你的企业降低采购成本 采购价格管理 ,QAD eB2系统提
35、供了适应食品行业企业的价格管理,供应商价格管理,可根据市场与企业的要求针对不同的物料或物料类定义不同的价格表和折扣表, 根据市场的供应情况定义数量折扣,定义外币的采购价格,定义不同的采购单位的价格,或根据物料的标准成本乘以采购系数. 可灵活设置有效日期, 根据市场情况选择合理的价格表与折扣表作为当前使用的表.,PO-PR-273,错误的价格 & 数量 收货: 300 而非 30,000,重新打开已关闭的采购单5.7,反冲错误收货-300,固定价格问题5.7,输入正确收货量 30,000,帮助你的企业降低采购成本 采购更正 ,QAD eB2系统提供了适应食品行业企业的纠正采购单错误管理,PO-P
36、R-273,进行供应商管理 供应商绩效评估 ,QAD eB2系统提供了适应食品行业企业的供应商绩效评估,供应商绩效评估管理可以供应商的绩效进行全面的数据收集和评估. 企业可以根据自身的业务情况,确定需要对供应商进行考核的方面, eB2可以灵活设置数据的收集点. eB2同时提供了自动和手工数据收集的功能,并根据自己的需要显示相关的报表.,仓 库,库 存,品质管理,收 货,制 造,运 输,A,N,S,发 货,X 8 =,绩效报告,内部审核,制 造 商,供应商,数据收集点,PO-IN-080,申请,批准,协议采购单,采购单,退货,采购收货,凭证发票,MRP 或 EOP,供应商日程,非库存物料,EMT
37、,采购管理业务流程,供应商效评估绩,QAD eB2系统提供了适应食品行业企业的采购管理系统,Intro-eB-Use-020,Inventory Management,IC-PR-170,Cycle Count,Count theitems indicated,Enter initial cyclecount results,Print cycle countresults report,Recount out-of-tolerance inventory,Enter recount cyclecount results,Print cycle countworksheet,3.13,3.14
38、,3.15,3.14,Intro-eB-Use-060,Physical Inventory,ReviewInventoryVariances,EnterTagCounts,VoidUncountedTags,EnterTagRecounts,TagInventoryValuation,UpdateInventoryBalance,InventoryValuationReport,FreezeInventory,CreateTags,FrozenInventoryValuationReport,PrintTags,Delete/ArchiveOld Tags,3.16.23,3.16.16,3
39、.16.21,3.16.12,3.16.18,3.16.11,3.16.4,3.6.13,3.16.1, 2,3.16.17,3.16.6,3.16.7,财务监控食品行业的挑战,- Financial consolidation- Mutli-national company organization- Chinese Financial system support- Business Process control- Globalization,Financial Control,Intro-eB-SU-070,支持跨国公司模式的数据模型,支持全球的所有主要币种和26种语言,中文为QAD公
40、司的主要支持语言之一,支持全球税务管理,QAD eB2系统提供了适应食品行业企业的全球化,Intro-eB-Acctg-230,支持跨国公司/集团公司财务报表合并,工厂 A,仓库,分销公司,集团公司,工厂 B,输出总帐信息至集团公司进行财务报告合并,Financial Modules,MultipleCurrency,CashManagement,AccountsReceivable,AccountsPayable,CostManagement,GeneralLedger,FixedAssets,InventoryControl,Intro-eB-Acctg-060,Accounts Rece
41、ivable,ReviewPostedInvoices,CustomerAccounts,Drafts,EnterDR/CRMemos,DirectPayments,SalesOrders/Invoices,ReviewCredit,ReviewCustomerAccounts,CustomerDunningLetter,CalculateFinanceCharges,Reports,Invoices,Intro-eB-Acctg-100,Accounts Payable,Intro-eB-Acctg-210,General Ledger Reports,eB2Chinese Financia
42、l 中国财务系统,Objectives of Enhancement增强的目的,eB2 InternationallyeB2的世界通用性Support for local tax structures支持中国税收制度Meet China Financial Regulation符合中国财政规定Adaptability to local business practices适应中国企业习惯Meet JV , local company and potential customer needs满足中国合资企业、国营企业和潜在客户的需要,Chinese Financial Enhance Syste
43、m Features中国财务增强模块的特点,Keep Standard MRP II Concept保持标准MRPII的概念Keep Standard eB2 Design Logic & Style保持标准eB2设计方法和风格Integrated with Standard eB2 Financial Modules与标准eB2财务模块完全集成No Database Schema Changes, Can be Upgrade to Future Versions没有任何数据库结构的改变，能升级到将来的版本Modified or Developed by China Team, Suppor
44、t by QAD China locallyQAD中国负责设计、编程和测试，并提供升级维护和本地支持,Certification评审证书,Shanghai Financial Bureau上海市财政局Hangzhou Financial Bureau杭州市财政局Guangzhou Financial Bureau广州市财政局Deloitte Touche德勤企业资讯顾问,我们的技术,Intro-eB-SU-070,支持跨国公司模式的物理模型,在全球化竞争趋势方面,ui0401,Character User Interface 字符用户界面,Accounts PayableAccounts Re
45、ceivableAdvanced Pricing ManagerCapacity Requirements PlanningCash ManagementClient /ServerCompliance (for FDA)ConfiguratorConfigurator Product ModelerConfigured ProductsCost ManagementCustomer SchedulesData WarehousingDecision SupportDistribution Requirements Planning,PurchasingQuality ManagementRe
46、petitive ManufacturingResource PlanningResults FilesRoutings / Work CentersSales AnalysisSales Orders / InvoicesSales QuotationsService / Repair OrdersService / Support ManagementShop Floor ControlSupplier SchedulesValidation (for FDA)Work Orders,Electronic Data InterchangeEnterprise Operations PlanningFixed AssetsForecastingFormula/ProcessGeneral LedgerInventory ControlMaster SchedulingMaterials Requirements PlanningMultiple CurrencyPhysical InventoryProduct Change ControlProduct Line PlanningProduct Structures,
