new gom8-inventory management

U8生产制造产品模块介绍生产制造包括物料清单、主生产计划（MPS）、需求规划（MRP）、有限排产、产能管理、生产订单、车间管理、工程变更、设备管理、工程变更关联影响处理等模块。

用友U8生产制造管理软件概述:《生产制造管理》是用友ERP-U8的重要组成部分，用户可以进行MRP 运算、ROP运算以及车间的管理。

总体应用价值生产制造各个模块的主要功能在于增强企业生产的适应能力，提高计划前产能平衡的准确度，同时降低生产成本与生产管理的复杂度，提高工厂的制造柔性，加快生产周转速度，更好的适应市场敏捷性需求。

总体应用特性l、支持面向库存生产，订单装配和订单生产多种生产管理模式 2、支持多品种小批量的离散生产和大批量重复制造 3、支持对各级计划的产能平衡和有限排产4、支持企业建立规范的工程基础础数据管理体系MRP运算（Material Requirements Planning，简称MRP）：就是依据销售订单和预测单，按照MRP平衡公式进行运算，确定企业的生产计划和采购计划，也称为生产管理。

MRP能够解决企业生产什么、生产数量、开工时间、完成时间；外购什么、外购数量、订货时间、到货时间。

ROP 运算（Re-Order Point ）：当可用库存降至再订货点时，按照批量规则进行订购，也称为再订货点法。

ROP 运算的实质是基于库存补充的原则，适用于独立需求的存货，如在BOM 结构中不涉及的劳保用品、办公用品、工具、修理用备品备件等物料。

生产订单：是车间记载和执行生产计划和生产排程的订单性文件。

它主要表示某一物料的生产数量，以及计划开工/完工日期等。

为现场自制派工或领料的依据，工厂的生管或物管通常以生产订单为中心，以控制其产能利用、缺料、效率、进度等情形。

生产进度管理：车间为完成生产计划，进行车间的生产日程安排，确定何时、何地进行何种作业。

并指定生产数量和完成各阶段生产的日期。

而后进行车间生产日程作业，控制和生产记录，确保生产均衡、平准的进行。

摘要由于信息技术的不断发展和全球竞争的日益加剧，传统的物流服务已满足不了人们的需求。

具有前瞻性的企业不再单纯的着眼于单个企业的成本和收益管理，而是将采购、供应链以及生产、流通和销售等环节看成一个整体价值链，实施供应链管理。

可以说，21 世纪的物流竞争就是供应链之间的竞争。

供应链作为构建企业核心竞争力不可复制的手段，它不仅可以优化企业内部管理，整个企业现有资源，也可以使企业通过强强联合，充分挖掘和利用企业外一切可以利用的资源，实现优势互补，在竞争合作中，实现联合企业共赢的目标。

供应链管理可以为企业带来更大的经济效益和更加长远的发展空间。

沃尔玛作为世界零售业之首，凭借自身的优越条件，始终信奉顾客至上，推行天天平价。

其对供应链管理的应用，一直是其他零售企业争相模仿的对象。

沃尔玛的成功不得不说是一个必然，现新的信息管理技术、完备的配送中心、一流的供应链管理人才??都为沃尔玛的的发展奠定了基础。

本文通过对沃尔玛供应链管理的介绍，针对沃尔玛现有供应链管理中存在的问题进行了着重的分析，并提出了相应的解决方案。

从沃尔玛先进的管理技术中我们可以学到：我国现有零售业应该如何去应对的国际竞争的剧烈冲击及如何找到适合企业发展的战略方针。

希望供应链管理在我国能得到快速发展。

关键词:供应链、供应链管理、核心竞争力 2 Abstract With thedevelopment of the information technology and the growing global competition, the traditional logistics service already can't satisfy the people's needs. Forward-looking enterprise no longer simply focus on the costs and benefits of individual enterprise management, but will purchase, supply chain and production, circulation and sales such links as a whole value chain, the implementation of the supply chain management. Can say, in the 21st century logistics competition is the competition between the supply chains. Supply chain as a construction enterprise core competitive ability of the duplicated means, it can not only optimize enterprise internal management, the enterprise existing resources, also can make the enterprise through the powerful combination and fully exploit and use all the enterprise the resources can be exploited to achieve reciprocal advantages in competition and cooperation, achieve the goal of joint enterprise win-win. Supply chain management for enterprise can bring more economic benefit and more long-term development space. Wal-mart as the world is the head of the retail trade, depending on the superior conditions, and always believes the customer is the god, implement every day parity. The application of supply chain management, is always the other retail enterprise competing to imitate. Wal-mart's success had to say is a must,now the new information management technology, complete distribution center, the first-class supply chain management talented person...... For the development of Wal-mart's laid a foundation. This article through to the Wal-mart of supply chain management is introduced, in view of the existing supply chain management Wal-mart of the problems that exist in the analysis of the emphatically, and puts forward the corresponding solutions. From Wal-mart advanced management technology, we can learn: our country's existing retail should how to deal with the international competition strong impact and how to find suitable for enterprise development strategy. Hope to supply chain management in our country can get fast development. Key words：Supply chain, supply chain management, the core competitiveness 3 目录摘要....................................................... 错误！未定义书签。

批次管理1）批号分类如果需要记录产品的入库属性（如收货日期，质量，供应商等），在产品出库时，需要根据产品特性来做出库自动批次确定，则需要定义类（022：工厂层，023：物料层）2) 特性（定义物料的属性，用来输入如质量，收货日期，供应商...)3) 物料主数据把类分配给物料，active 批次管理4）批号的出入库管理入库：可以手工或自动对批号特性赋值出库：手工或批次搜索策略查找批次管理的后台配置5）输入OMCT ACTIVE批次（工厂层可以转到他的高一层，但不能反转）如是工厂层，则设置批次相关的PLANT6) 批次编码的定义（OMAD)(NOTES:实际应用中，批次编码通常会设置成一个特殊的值，如：能采购订单号，入库日期，出厂日期，都需要进行出口增强的编写）7）设置哪些移动类型和批次相关（SPRO--->后勤-常规--->批次管理---->创建新批次---->定义货物移动的批创建）8)输入OMCV(或OMJJ)spro-----batch management----batch valuation----valuation for goods movement in inventory management----active batch classification for goods movements in IM9)批次确定和批次检查9.1 条件表 OMA19.2 access sequence（同价格定义的方式一样）10)批次分类定义10.1 创建分类特性 CT0410,2 分配批次特性给类10.3 定义排序规则CU7011)defineb Strategy Types(SPRO--BATCH MANAGEMENT---批次确定和批检查---策略类型---定义库存管理策略类型)将类及排序规则（ACCESS SEQ...) 分配给库存管理12）批次查找过程定义（SPRO---批确定和批检查---批次查找程序定义---定义库存管理查找过程)13)批次查找程序分配和检查active(OMCG)14)批分配策略编码维护（这里是为了后面批次搜索策略用到的编码）OMAE14)批次查找策略创建MBC1批次属性的修改MSC3N. 入库批次自动生成。

pmc生产计划表7月14-15苏州 7月23-24深圳 8月11-12上海 8月20-21深圳9月15-16上海 9月24-25深圳 11月3-4上海 11月12-13深圳12月8-9上海12月17-18深圳【主办单位】bcg-百乔罗管理咨询有限公司【收费标准】￥2800/人（含授课费、资料费、会务费、午餐费）【培训对象】生产总监、生产经理、生产计划相关人员、车间主任、物料主管、采购主管及相关人员【报名电话】李俊【温馨提示】本课程可为企业提供上门内训服务，欢迎来电咨询！备注：认证费用：中级600元/人；高级800元/人(参加认证考试的学员须交纳此费，不参加无须交纳)1.凡参加认证的学员，在培训结束参加考试合格者由<<国际职业认证标准联合会（国际国>>颁发<<生产经理管理师>>国际国内中英文版双职业资格证书，内认证／全球通行／雇主认可／官方网上查询；2．凡参加认证的学员须提交本人身份证号码及大一寸数码照片；3．课程结束后15个工作日内将证书快递寄给学员；4．此证可申请中国国家人才网入库备案。

课程背景：course background 生产计划和物料控制（pmc）部门是一个企业“心脏”，掌握着企业生产及物料运作的总调度和命脉，统筹营运资金、物流、信息等动脉，直接涉及影响生产部、生产工程部、采购、货仓、品控部、开发与设计部、设备工程、人力资源及财务成本预算控制等，其制度和流程决定公司盈利成败。

因此pmc部门和相关管理层必须充分了解：物料计划、请购、物料调度、物料控制（收、发、退、借、备料等）、生产计划与生产进度控制，并谙熟运用这门管理技术来解决问题，学习拉动计划价值流（vsm）图，从拉动计划价值流切入剖析工厂制造成本和缩短制造周期，提高物流过程循环效率（库存、资金的周转率）及客户满意率；为降低或消除物流过程中的非增值活动。

什么是VMI？VMI---Vendor Managed Inventory的缩写，可译为“供应商管理的库存”。

具体来说，VMI是一种以用户和供应商双方都获得最低成本为目的，在一个共同的协议下由供应商管理库存，并不断监督协议执行情况和修正协议内容，使库存管理得到持续地改进的合作性策略。

VMI的理念与应用华中理工大学教授、博士生导师马士华在快速响应用户需求的整个供应链上，产品分销环节的地位越来越重要。

但是，传统的分销与库存管理模式并不能满足这一要求。

例如：在英国举办的98‘供应链管理专题会议上，一位与会者提到，在他的欧洲日杂公司，从渔场码头得到原材料，经过加工、配送到产品的最终销售需要150天时间，而产品加工的整个过程仅仅需要45分钟。

以美国食品业的麦片粥为例，产品从工厂到超级市场，途经一连串各有库房的批发商、分销商、集运人，居然要走上104天。

另有统计资料表明，在供应链的增值过程中，只有10%的活动时间是产生增值的，其它90%的时间都是浪费的。

造成这些问题的一个重要原因是落后的分销与库存管理方法。

传统上，由于供应链各个环节都是各自管理自己的库存，都有自己的库存控制目标和相应的策略，而且相互之间缺乏信息沟通，彼此独占库存信息，因此不可避免地产生了需求信息的扭曲和时滞，使供应商无法快速准确地满足用户的需求。

在供应链管理环境下，供应链各个环节的活动都应该是同步进行的，而传统的库存和分销管理思想显然无法满足这一要求。

近几年来，在国外，出现了一种新的供应链库存管理方法——VMI，它打破了传统的各自为政的库存管理模式，体现了供应链的集成化管理思想，适应了市场变化的要求，是一种新的有代表性的库存管理思想。

什么是VMI？VMI---Vendor Managed Inventory的缩写，可译为“供应商管理的库存”。

具体来说，VMI是一种以用户和供应商双方都获得最低成本为目的，在一个共同的协议下由供应商管理库存，并不断监督协议执行情况和修正协议内容，使库存管理得到持续地改进的合作性策略。

目录一、用户管理.................................................................... 错误!未指定书签。

1.1、进入目录管理............................................................... 错误!未指定书签。

1.2、输入用户信息............................................................... 错误!未指定书签。

1.3、用户数据授权管理（即业务员分管客户）....................................... 错误!未指定书签。

二、资料管理.................................................................... 错误!未指定书签。

2.1、客户管理................................................................... 错误!未指定书签。

2.2、职员管理................................................................... 错误!未指定书签。

2.3、物料管理................................................................... 错误!未指定书签。

三、管理........................................................................ 错误!未指定书签。

3.1、新增....................................................................... 错误!未指定书签。

BOM Management with Autodesk® PLM 360: Advanced TopicsHagay Dvir – AutodeskMartin Gasevski - AutodeskPL2570 This class covers advanced topics and customization abilities for bill of materials (BOM) and change management processes in Autodesk PLM 360 cloud-based product lifecycle management software, including changes to the lifecycle map, BOM views configuration, permission and access management, and more.Learning ObjectivesAt the end of this class, you will be able to:∙Explain what the lifecycle map is and manage it within Autodesk PLM 360∙Implement version and revision management∙Serve the needs of different users by giving user exactly what each one needs∙Tweak the engineering change order (ECO) process to meet your needsAbout the SpeakerWith degrees in Mechanical Engineering, Computer Science, and Business Administration, I've spent the past 17 years working on software solutions for manufacturers in PLM related areas such as Manufacturing Process Planning, System Engineering, and BOM Management. Over the past 2 years I’ve been on the Autodesk PLM 360 Product Management team with specific focus on engineering business processes in general and BOM functionality in particular.My goal as a product manager is to deliver functionality that sol ves our customer’s business needs. As such, I am always eager to learn more about the business challenges our customers face, and the needs they have from the Autodesk PLM 360 solution.*****************************************************IntroductionPLM 360 is a highly configurable system. The purpose of this class is to introduce you to some of the configuration abilities specifically related to BOM management functionality to help you match the unique requirements of the environment you are working in.Items and RevisionsThe basic currency in PLM 360 is an Item. When items go through changes, when they are‘ready’ for consumption by a business process, they get frozen in a Revision. There are many different business processes that consume ‘ready’ items – design review, prototyping, production, and more. When an item is frozen, a Revision of the item is created and shows the state of the item at that point in time. The revisions of an item form a Linked ListFigure 1 - Item Revisions form a Linked ListThe Lifecycle MapLifecycle states in PLM 360 allow our users to manage the ‘readiness’ of an item for a given purpose. The lifecycle states represent maturity of the items or sometimes gateway readiness. What each state means is totally up to the customer (there are no assumed behaviors associated with the lifecycle states other than those defined in the lifecycle map itself), and the number of states and transitions between them are also customer specific. Out of the box the lifecycle map looks something like thisFigure 2 - Example of a Lifecycle mapAs you can see in the map, if the customer’s business processes allows for an item to iterate within a lifecycle state, a transition from that lifecycle state to itself is necessary. In the example above, you can see an iteration loop for the ‘In Design’ state and for the ‘Production’ state. That means that you can release newer revisions of the same item into the same lifecycle state. EffectivityNormally, when freezing a revision, it immediately goes into effect. Unless otherwise specified, the Effective or Effectivity date of an item is identical to the Release date of the item. However, sometimes it is important to make a revision effective only at a point in time in the future. For example, when an assembly will stop using an item supplied by one manufacturer and start using a comparable item supplied by another manufacturer that requires some additional changes in tooling. You want to approve the change immediately so that manufacturing can order the new tooling and procurement can order the new parts, but you don’t want the assembly personnel to get confused with the new design until its time. In that case, the user can specify an effectivity date that is later than the release date.Once a new revision of the item has been released with the new effective date, this is when the prior revision of the item is no longer effective. PLM 360 does not store an ‘End Effectivity’ date for an item. Instead, it is assumed to always be one day prior to the effective date of the next revision in the linked list of revisions. This ensures that there is never a gap in effectivity for an item.The Release/Revision ProcessPLM 360 allows defining workspaces as subject to Revision Control. Items that are created in‘Revision Controlled’ workspaces may be released, and will have revisions as seen in ‘Figure 1 - Item Revisions form a Linked List’ above. In order to release or revise items that are subject to Revision Control, you must associate it to a Revisioning Item. Revisioning Items are part of a specific type of workspace called Revisioning Workspace. If you create a new workspace, you will see both types of workspaces in the dialog.Figure 3 - Revision Controlled and Revisioning WorkspacesLifecyclesLifecycle StatesEvery tenant has a Lifecycle Map and PLM 360 makes it easy to change it to your needs. To view your lifecycle map and edit it go to ‘Administration’ →‘System Configuration’ →‘Lifecycle Editor’. The Lifecycle Map should look something like what you see in Figure 3.There are two sections to this view. The top part of the Lifecycle Map shows all the Lifecycle States that have been defined so far. The bottom part of the Map allow you to associate specific Transitions to specific Revisioning Items.Figure 4 - The Lifecycle EditorNote that there is only one Lifecycle map for the entire tenant. However, you may create different paths in the Lifecycle map, associated to different Revisioning Items, and therefore associated to specific type of Revision Controlled Items by association. Note that only the Transitions in the Lifecycle map are associated with the Revisioning Item.Add a State to the Lifecycle MapLet’s say that I want to add a ‘Ready for Prototyping’ Lifecycle state and I want to allow the items in the ‘Items and BOMs’ workspace to take this state. What are the steps required to do that?First, we’ll need to add a Lifecycle State. Click on the ‘Add Lifecycle’ button in the middle of the screen brings up the ‘New Lifecycle Creation’ dialogFigure 5 - Add Lifecycle StateGive the state a new Name, in our case ‘Prototype’, and decide whether this state will be subject to Effectivity or not.This is worth some additional explanation. In PLM 360 ALL Revision Controlled items are subject to Effectivity. If the checkbox in the lifecycle state is not checked, the system will simply assume that the Effective Date of each item is the Release Date of the Revisioning Item that created it (in other words the final approval date of the Change Order). If the checkbox is checked, the system will still assume that, but will allow the user to select a future date as the effective date if he so wishes. Following figure shows an example of a Change Order with two items – one that is going into a state that does not support Effectivity and the other into a state that doesFigure 6 - Change Order screen with and without effectivity supportWhen a transition, like ‘Initial Design Revision’ in the example above, ends in a state that does not support Effectivity, you will see the words ‘On Release’ in the Effectivity column. The same thing happens when a transition, like ‘Production Revision’ in the example above, ends in a state that does support Effectivity. The difference is that in the latter you may select a future date of your choice. But note that you don’t have to! If you select no date, the effective date will still be upon approval of the Change Order (same as the Release Date of the revision).Assuming you follow the general rule of no change to ‘Fit, Form, or Function’ when releasing a new revision of an item, the only reason to use effectivity dates is if the BOM of an item changes, and one or more of its components will simply not be available for any reason until a future date.Add Transitions to and from the new Lifecycle StateNow that we have created a new Lifecycle State, we are ready to add transitions to and from this new state. When you hover over any of the sides of a Lifecycle state in the map, a little bubble shows upFigure 7 - Transitions 'Bubble'Simply drag a line from the bubble to the new state and the ‘New Transition Creation’ dial og will pop up.Figure 8 - New Transition Creation dialogThere are some choices you need to make here∙Name – this is the visible name for this transition that you see in the Change Order dialog as in ‘Figure 6 - Change Order screen with and without effectivity support’∙Obsolete – check this box if you want items in this state to be marked as Obsolete.∙Increment Version – a Version in PLM 360 is a numeric value that identifies each release. As a best practice, it is always good to increment the Version ∙Increment Release – a Release in PLM 360 is an Alphabetic character. All characters of the alphabet are used sequentially.NOTE: A Revision in PLM is either the Release character, if it exists, or the Version number.∙Workspace Mapping – select which Revisioning Item should allow this Transition.This is what the completed Lifecycle map looks likeFigure 9 - Completed Lifecycle Map with PrototypingSelecting Revisioning SchemeWe mentioned in the previous section that selecting ‘Increment Release’ essentially mean that you will get a sequential single character to represent the revision. In fact, there is one other revisioning scheme supported by PLM 360 – manual revision numbers.In the ‘Administration’ →‘System Configuration’ →‘General Setting’, scroll to the section called ‘Revision Controlled Setting’ and you will be able to choose whether the Revision NumberG eneration will be ‘Automatic’ or ‘Manual’. In Manual mode, the user will have to select a revision identifier for each item he is releasing in a Change Order.Note that this setting is for the entire tenant.Change/Release ManagementRevision ControlItems in PLM 360 may be subject to revision control. All revision controlled items can only be revised through a Workflow associated with a Revisioning item. This is consistent with CMII requirements. You can think of it as a Change Order (and, in fact, the revisioning item is in the Change Orders workspace in the base tenant).Figure 10 - The Change Orders workspaceAffected ItemsA somewhat less known feature of PLM 360 is that the Affected Items list of a Change Order may have cust om properties of its’ own! One common use case for this is adding a Disposition tag on the revision. To see the customization, go to ‘Administration’ ‘Workspace Manager’ and expand the ‘Change Order’ workspace (or your own Revisioning Workspace). Select the ‘Managed Items Tab’ to configureFigure 11 - Customizing the Affected ItemsYour tenant may or may not have the disposition custom field. This is simply a Single Selection Picklist with the user defined values as seen below. Of course, this is only a starting point and you may change it however you like. You may also add any other custom fields to this tab.Figure 12 - Disposition FieldApproval ListsThe default Change Order process included with most tenants also includes an approval process that allows you to select from a set of Approval Lists or individual Approvers. This is out of scope for this class, but I wanted to point out that this is highly configurable and you may choose to implement a completely different method for approvals.WorkflowThe revisioning item (or change order) has a fully customizable workflow associated with it. An example of this workflow is seen in the next image.There are a couple of noteworthy tags in the workflow that are important to understand. In particular the Lock State and the Managed State. Once the Locked State is reached, the change order itself, as well as any associated items (‘Affected Items’) can no longer change. This is useful to ensure that when a Change Control Board (CCB) approves a change, they willall be approving exactly the same state of the item, and will be comfortable knowing that this is what will get released.Once all approvals are complete and the Managed State is reached, the new revisions are locked. This is when the new revision numbers will become valid for all ‘Affected Items’.Figure 13 - Workflow associated with the Change Order workspaceAssess ChangesWhen you are asked to approve a Change Order, you will likely want to know what will be the effect of the Change Order on your BOM?! You can find this out directly from the Managed Items (sometimes called Affected Items) tab on the change order. When you click on the‘Compare’ action, the system opens the item’s BOM tab and immediately puts it in the ‘Pending Changes’ configuration with an ‘As-Of Date’ as specified by the Effectivity entry in the tabFigure 14 - Compare from ECOBut before you can click on the Compare action, you must first select a Lifecycle Transition and optionally Effectivity Date for each item on the list. Only then the Compare action will light up. BOM ViewsIntroduction to BOM ViewsWhat do your users want to see when they go to the BOM tab? If they have different roles in the organization, it is likely that you will get different answers from them to this simple question. Different users have different roles in the organization and are trying to accomplish different tasks. Product Engineers may want to see functional performance characteristics for components whereas Manufacturing Engineers may want to see manufacturing and assembly characteristics and Purchasing may want to see alternative suppliers and costs. With BOM Views, you may create a number of different Views of the BOM to answer the specific needs of each group of users in your companyBOM Views are specific to the workspace that you are viewing the BOMs in. Simply go to‘Administration’ ‘Workspace Manager’, select the workspace you want to edit the BOM Views in, and select the ‘Bill of Materials tab’. You will see something like in the following Figure.Figure 15 - Authoring the Bill of Materials tabOn the left side of the screen is the ‘BOM Fields’ section. In this section you will see all the custom fields created in the BOM tab of this workspace. This includes editable fields, like the‘Reference Designator’ field that you see in the image, as well as non-editable fields such as Rollups that we will discuss later on.On the right side of the screen is the ‘BOM Views’ section. You may define as many BOM Views as you need in this table for the various user needs you have in your organization. Note that all views are visible to all users and although you, as an administrator, may specify one view as‘Default’, as soon as a user switches to a different view, that view becomes sticky on that machine and for that user.Authoring the BOM ViewsSimilar to other Admin pages in the system, you may start editing data on the screen immediately. To the extent that changes have to be saved, a ‘Save Layout’ button will appear on the top left side of the screen and a message will pop up if you try to navigate away from this page without saving it.Figure 16 - The 'Save Layout' buttonEach ‘Ticket’ in the BOM View represents a column of data that will be presented to the user. For example, in the following viewFigure 17 - A BOM ViewThe information that will be presented to the user includes the Descriptor, Number, Revision, Lifecycle, etc. When choosing to use this view, a user will see the following table in the actual BOM tabFigure 18 - An example of what a user will see when choosing this viewYou can easily control the order of tickets in the BOM View by a simple drag and drop. For example, let’s say we want to move the Lifecycle column to a couple of places up. Simply click on it, drag it to where you want it, and drop. Note the Drop Indicator which shows you where the ticket will be added when dropped.Figure 19 - Drag and Drop ticketsIn a very similar way you may drag Custom BOM Fields from the left section to any of the views.Figure 20 - Drag and Drop a BOM FieldHowever, you may not use this technique to drag-and-drop tickets between Views.Another method of adding tickets to a View is by using the ‘Add BOM Field’ button at the far left of each viewFigure 21 - Add BOM FieldAn empty ticket will appear to the right of the button as seen in the figure. Click on the … icon to select the source data for the new field. Available data sources include BOM Fields (built in and custom), Item Details fields, Sourcing fields, and System fields. More fields are added regularly, so look for more information in the ‘What’s New’ section of new releases. For example, we recently added the ‘Attachment’ field that shows the number of attachment to each item and provides quick access to the atta chment tab, and the ‘Pending Change’ badge that shows whether the Working Revision of a particular item is assigned to a Change Order.Figure 22 - Choose BOM Field Source dialogUse the same technique to change the content of an existing ticket.Once you have selected the data source, the system will auto-suggest a name for the column. Feel free to change the column name to whatever you want it to beTIP – the cells in the BOM View will not include any Unit of Measure (UoM) identification. If you want users to know the UoM for a particular column, include the UoM in the column name. Creating a New ViewThere are two ways by which to create a new View. Either click on the + sign next to the ‘BOM Views’ header, or on the Clone sign next to any existing BOM View.Figure 23 - Creating a ViewJust make sure to give the new View a descriptive name, add the tickets you want, and Save Layout.TIP – there are a couple of views that I highly recommend that you create. The first is a view that will allow you to export all the data you want into Excel, and that will include sufficient data to reimport the exported data. This is useful if you want to do a lot of editing of items. By exporting to excel you can do bulk editing and reimporting later on. If you want to reimport historical data (for example, if you want to mass-change historical revisions of items), it is important to include enough information in the excel export to be able to match the data in PLM 360. This includes∙Lifecycle State∙Revision identifier∙Revision date∙Effectivity date (if different from revision date)∙Revision pinning (if used)∙The fields you want to authorA second view I highly recommend that you create is one that you can use for BOM Compare. Since BOM compare only compares the BOM tab and not the Item Details tab, it is useful to have one view with as much Item Details data as you may need to see differences in items that you are releasing.Creating Roll-Up fieldsOne particularly useful type of BOM Fields are Rollup fields. Rollup fields allow you to calculate a bottom-up value for the Open item based on the individual values of the children items in the BOM, recursively. Note that all calculations are done Bottom-Up starting with the leaves of the BOM (the lowest levels in the BOM hierarchy) and up. Each Rollup Field is based on a respective field (source field) that gives it the value to rollup. For example, a Weight field may be associated to every item in the BOM, and a respective Total-Weight field can be created to show the weight at every level of the BOM.The only Source Field types supported for rollup at this point include:∙Float∙Integer∙Date∙Check BoxWhen creating a rollup field, you have to specify a Type for the rollup field from one of the above types. A Float type rollup field can rollup data from a Float or from an Integer source field. Other than that exception, each type of rollup field can only rollup data from fields of the same type.The source fields can be in the BOM tab or in the Item Details page. For example, a Weight field is usually not specific to the context and therefore it will likely be in the Item Details page. However, the Rollup itself is specific to the BOM and therefore rollup fields can only exist in the BOM tab.Figure 24 - Creating a Rollup fieldTo create a rollup field, simply select to create a ‘New Field’, give it one of the supported types, and click on the ‘Roll Up’ checkbox next to the Field Type entry (top arrow in the figure above). Then fill in the required parameters for size and display, and then select the Source data. Note that only compatible field types from the Item Details and BOM tab will show up.Once this is done, you must select a custom formula to use in the rollupFigure 25 - Select a rollup functionFor the supported list of custom formulas, refer to the respective section in the online help manual.。

CHAPTER 7 FUTURES AND OPTIONS ON FOREIGN EXCHANGE ANSWERS & SOLUTIONS TO END-OF-CHAPTER QUESTIONS AND PROBLEMSQUESTIONS1. Explain the basic differences between the operation of a currency forward market and a futures market.Answer: The forward market is an OTC market where the forward contract for purchase or sale of foreign currency is tailor-made between the client and its international bank. No money changes hands until the maturity date of the contract when delivery and receipt are typically made. A futures contract is an exchange-traded instrument with standardized features specifying contract size and delivery date. Futures contracts are marked-to-market daily to reflect changes in the settlement price. Delivery is seldom made in a futures market. Rather a reversing trade is made to close out a long or short position.2. In order for a derivatives market to function most efficiently, two types of economic agents are needed: hedgers and speculators. Explain.Answer: Two types of market participants are necessary for the efficient operation of a derivatives market: speculators and hedgers. A speculator attempts to profit from a change in the futures price. To do this, the speculator will take a long or short position in a futures contract depending upon his expectations of future price movement. A hedger, on-the-other-hand, desires to avoid price variation by locking in a purchase price of the underlying asset through a long position in a futures contract or a sales price through a short position. In effect, the hedger passes off the risk of price variation to the speculator who is better able, or at least more willing, to bear this risk.3. Why are most futures positions closed out through a reversing trade rather than held to delivery?Answer: In forward markets, approximately 90 percent of all contracts that are initially established result in the short making delivery to the long of the asset underlying the contract. This is natural because the terms of forward contracts are tailor-made between the long and short. By contrast,only about one percent of currency futures contracts result in delivery. While futures contracts are useful for speculation and hedging, their standardized delivery dates make them unlikely to correspond to the actual future dates when foreign exchange transactions will occur. Thus, they are generally closed out in a reversing trade. In fact, the commission that buyers and sellers pay to transact in the futures market is a single amount that covers the round-trip transactions of initiating and closing out the position.4. How can the FX futures market be used for price discovery?Answer: To the extent that FX forward prices are an unbiased predictor of future spot exchange rates, the market anticipates whether one currency will appreciate or depreciate versus another. Because FX futures contracts trade in an expiration cycle, different contracts expire at different periodic dates into the future. The pattern of the prices of these contracts provides information as to the market’s current belief about the relative future value of one currency versus another at the scheduled expiration dates of the contracts. One will generally see a steadily appreciating or depreciating pattern; however, it may be mixed at times. Thus, the futures market is useful for price discovery, i.e., obtaining the market’s forecast of the spot exchange rate at different future dates.5. What is the major difference in the obligation of one with a long position in a futures (or forward) contract in comparison to an options contract?Answer: A futures (or forward) contract is a vehicle for buying or selling a stated amount of foreign exchange at a stated price per unit at a specified time in the future. If the long holds the contract to the delivery date, he pays the effective contractual futures (or forward) price, regardless of whether it is an advantageous price in comparison to the spot price at the delivery date. By contrast, an option is a contract giving the long the right to buy or sell a given quantity of an asset at a specified price at some time in the future, but not enforcing any obligation on him if the spot price is more favorable than the exercise price. Because the option owner does not have to exercise the option if it is to his disadvantage, the option has a price, or premium, whereas no price is paid at inception to enter into a futures (or forward) contract.6. What is meant by the terminology that an option is in-, at-, or out-of-the-money?Answer: A call (put) option with S t > E (E > S t) is referred to as trading in-the-money. If S t≅ E the option is trading at-the-money. If S t< E (E < S t) the call (put) option is trading out-of-the-money.7. List the arguments (variables) of which an FX call or put option model price is a function. How does the call and put premium change with respect to a change in the arguments?Answer: Both call and put options are functions of only six variables: S t, E, r i, r$, T andσ. When all else remains the same, the price of a European FX call (put) option will increase:1. the larger (smaller) is S,2. the smaller (larger) is E,3. the smaller (larger) is r i,4. the larger (smaller) is r$,5. the larger (smaller) r$ is relative to r i, and6. the greater is σ.When r$ and r i are not too much different in size, a European FX call and put will increase in price when the option term-to-maturity increases. However, when r$ is very much larger than r i, a European FX call will increase in price, but the put premium will decrease, when the option term-to-maturity increases. The opposite is true when r i is very much greater than r$. For American FX options the analysis is less complicated. Since a longer term American option can be exercised on any date that a shorter term option can be exercised, or a some later date, it follows that the all else remaining the same, the longer term American option will sell at a price at least as large as the shorter term option.PROBLEMS1. Assume today’s settlement price on a CM E EUR futures contract is $1.3140/EUR. You havea short position in one contract. Your performance bond account currently has a balance of $1,700. The next three days’ settlement prices are $1.3126, $1.3133, and $1.3049. Calculate the changes in the performance bond account from daily marking-to-market and the balance of the performance bond account after the third day.Solution: $1,700 + [($1.3140 - $1.3126) + ($1.3126 - $1.3133)+ ($1.3133 - $1.3049)] x EUR125,000 = $2,837.50, where EUR125,000 is the contract size of one EUR contract.2. Do problem 1 again assuming you have a long position in the futures contract.Solution: $1,700 + [($1.3126 - $1.3140) + ($1.3133 - $1.3126) + ($1.3049 - $1.3133)] x EUR125,000 = $562.50, where EUR125,000 is the contract size of one EUR contract.With only $562.50 in your performance bond account, you would experience a margin call requesting that additional funds be added to your performance bond account to bring the balance back up to the initial performance bond level.3. Using the quotations in Exhibit 7.3, calculate the face value of the open interest in the September 2016 Swiss franc futures contract.Solution: 178 contracts x SF125,000 = SF22,250,000, where SF125,000 is the contract size of one SF contract. Note: By comparison the face value of the open interest in the 43,970 June 2016 contracts is SF5,496,250,000.4. Using the quotations in Exhibit 7.3, note that the September 2016 Mexican peso futures contract has a price of $0.05481 per MXN. You believe the spot price in September will be $0.06133 per MXN. What speculative position would you enter into to attempt to profit from your beliefs? Calculate your anticipated profits, assuming you take a position in three contracts. What is the size of your profit (loss) if the futures price is indeed an unbiased predictor of the future spot price and this price materializes?Solution: If you expect the Mexican peso to rise from $0.05481 to $0.06133 per MXN, you would take a long position in futures since the futures price of $0.05481 is less than your expected spot price.Your anticipated profit from a long position in three contracts is: 3 x ($0.06133 - $0.05481) x MXN500,000 = $9,780 where MXN500,000 is the contract size of one MXN contract.If the futures price is an unbiased predictor of the expected spot price, the expected spot price is the futures price of $0.05481 per MXN. If this spot price materializes, you will not have any profits or losses from your short position in three futures contracts: 3 x ($0.05481 - $0.05481) x MXN500,000 = 0.5. Do problem 4 again assuming you believe the September 2016 spot price will be $0.04829 per MXN.Solution: If you expect the Mexican peso to depreciate from $0.05481 to $0.04829 per MXN, you would take a short position in futures since the futures price of $0.05481 is greater than your expected spot price.Your anticipated profit from a short position in three contracts is: 3 x ($0.05481 - $0.04829) x MXN500,000 = $9,780, where MXN500,000 is the contract size of one MXN contract.If the futures price is an unbiased predictor of the future spot price and this price materializes, you will not profit or lose from your long futures position.6. Using the market data in Exhibit7.6, show the net terminal value of a long position in one 90 Sep Japanese yen European call contract at the following terminal spot prices (stated in U.S. cents per 100 yen): 81, 85, 90, 95, and 99. Ignore any time value of money effect.Solution: The net terminal value of one call contract is:[Max[S T– E, 0]– C e] x JPY1,000,000/100 ÷ 100¢, where JPY1,000,000 is the contract size of one JPY contract.At 81: [Max[81 – 90, 0] – 2.60] x JPY1,000,000/100 ÷ 100¢ = -$260At 85: [Max[85 – 90, 0] – 2.60] x JPY1,000,000/100 ÷ 100¢ = -$260At 90: [Max[90 – 90, 0] – 2.60] x JPY1,000,000/100 ÷ 100¢ = -$260At 95: [Max[95 – 90, 0] – 2.60] x JPY1,000,000/100 ÷ 100¢ = $240At 99: [Max [99 – 90, 0] – 2.60] x JPY1,000,000/100 ÷ 100¢ = $6407. Using the market data in Exhibit 7.6, show the net terminal value of a long position in one 90 Sep Japanese yen European put contract at the following terminal spot prices (stated in U.S. cents per 100 yen): 81, 85, 90, 95, and 99. Ignore any time value of money effect.Solution: The net terminal value of one put contract is:[Max[E –S T, 0] –P e x JPY1,000,000/100 ÷ 100¢, where JPY1,000,000 is the contract size of one JPY contract.At 81: [Max[90 – 81, 0] – 1.80] x JPY1,000,000/100 ÷ 100¢ = $720At 85: [Max[90 – 85, 0] – 1.80] x JPY1,000,000/100 ÷ 100¢ = $320At 90: [Max[90 – 90, 0] – 1.80] x JPY1,000,000/100 ÷ 100¢ = -$180At 95: [Max[90 – 95, 0] – 1.80] x JPY1,000,000/100 ÷ 100¢ = -$180At 99: [Max[90 – 99, 0] – 1.80] x JPY1,000,000/100 ÷ 100¢ = -$1808. Assume that the Japanese yen is trading at a spot price of 92.04 cents per 100 yen. Further assume that the premium of an American call (put) option with a striking price of 93 is 2.10 (2.20) cents. Calculate the intrinsic value and the time value of the call and put options.Solution: Premium - Intrinsic Value = Time ValueCall: 2.10 - Max[92.04 – 93.00 = - .96, 0] = 2.10 cents per 100 yenPut: 2.20 - Max[93.00 – 92.04 = .96, 0] = 1.24 cents per 100 yen9. Assume spot Swiss franc is $0.7000 and the six-month forward rate is $0.6950. What is the minimum price that a six-month American call option with a striking price of $0.6800 should sell for in a rational market? Assume the annualized six-month Eurodollar rate is 3 ½ percent.Solution:Note to Instructor: A complete solution to this problem relies on the boundary expressions presented in footnote 3 of the text of Chapter 7.C a≥Max[(70 - 68), (69.50 - 68)/(1.0175), 0]≥Max[ 2, 1.47, 0] = 2 cents10. Do problem 9 again assuming an American put option instead of a call option.Solution: P a≥Max[(68 - 70), (68 - 69.50)/(1.0175), 0]≥Max[ -2, -1.47, 0] = 0 cents11. Use the European option-pricing models developed in the chapter to value the call of problem 9 and the put of problem 10. Assume the annualized volatility of the Swiss franc is 14.2 percent. This problem can be solved using the FXOPM.xls spreadsheet.Solution:d1 = [ln(69.50/68) + .5(.142)2(.50)]/(.142)√.50 = .2675d2 = d1 - .142√.50 = .2765 - .1004 = .1671N(d1) = .6055N(d2) = .5664N(-d1) = .3945N(-d2) = .4336C e = [69.50(.6055) - 68(.5664)]e-(.035)(.50) = 3.51 centsP e = [68(.4336) - 69.50(.3945)]e-(.035)(.50) = 2.03 cents12. Use the binomial option-pricing model developed in the chapter to value the call of problem 9. The volatility of the Swiss franc is 14.2 percent.Solution: The spot rate at T will be either 77.39¢ = 70.00¢(1.1056) or 63.32¢ = 70.00¢(.9045), where u = e.142√.50 = 1.1056 and d = 1/u = .9045. At the exercise price of E = 68, the option will only be exercised at time T if the Swiss franc appreciates; its exercise value would be C uT= 9.39¢= 77.39¢- 68. If the Swiss franc depreciates it would not be rational to exercise the option; its value would be C dT = 0.The hedge ratio is h = (9.39 – 0)/(77.39 – 63.32) = .6674.Thus, the call premium is:C0 = Max{[69.50(.6674) – 68((77.39/68)(.6674 – 1) +1)]/(1.0175), 70 – 68}= Max[4.05, 2] = 4.05 cents per SF.MINI CASE: THE OPTIONS SPECULATORA speculator is considering the purchase of five three-month Japanese yen call options with a striking price of 96 cents per 100 yen. The premium is 1.35 cents per 100 yen. The spot price is 95.28 cents per 100 yen and the 90-day forward rate is 95.71 cents. The speculator believes the yen will appre ciate to $1.00 per 100 yen over the next three months. As the speculator’s assistant, you have been asked to prepare the following:1. Graph the call option cash flow schedule.2. Determine the speculator’s profit if the yen appreciates to $1.00/100 yen.3. Determine the speculator’s profit if the yen only appreciates to the forward rate.4. Determine the future spot price at which the speculator will only break even.Suggested Solution to the Options Speculator:1.-2. (5 x ¥1,000,000) x [(100 - 96) - 1.35]/10000 = $1,325.00.3. Since the option expires out-of-the-money, the speculator will let the option expire worthless. He will only lose the option premium.4. S T = E + C = 96 + 1.35 = 97.35 cents per 100 yen.。

****************************************Phone: +1 (606) 657-0768INVENTORY MANAGEMENTUSER GUIDEExtension version 1.0.0Magento version: CE 2.1Table of ContentsI.INTRODUCTION (3)II.HOW IT WORKS (3)1.Stock listing (3)1.1.Warehouse (3)1.2.Manage user/staff & Permission (4)1.3.Stock in Warehouse (6)1.4.Non-warehouse product (7)2.Prediction (7)2.1.Supply Needs (7)2.2.Low Stock Notification (8)2.3.Low Stock Rule (8)3.Transfer Stock (10)3.1.Send stock & Request stock (10)3.2.Transfer to External & Transfer from External (11)3.3.Transfer Stock History (11)4.Stock Control (12)4.1.Stock Adjustment & Stock Adjustment History (12)4.2.Stock Taking & Stock Taking History (14)4.3.Stock Movement (15)I.INTRODUCTIONIf your inventory is not enough to supply, you may lose customer. But if the inventory you keep is more than needed, it will cost you lots of money to manage. Thus, it is vital to equip your business with an effective inventory system to always keep your warehouses at an ideal stock level. Magestore team has been working hard to offer you a friendly & affordable stock management solution for Magento 2 with smart design, clean and simple workflow to handle every activity about stock management, stock transfer, stock taking and low stock notification…in your warehouses in the most efficient way. Hope that you will have a great time using our extension and free your mind from messy stock management.II.HOW IT WORKS1.Stock listing1.1.WarehouseAfter installation, the system will automatically provide a Primary Warehouse. This warehouse cannot be deleted and can only be edited. All the existing products with stocks level of your website will be automatically allocated in this warehouse first before being sent to other warehouses.A warehouse contains basic information including Total SKU, total Qty, contact email, telephone, street, city, country and status.Admin can add new warehouse then fill all information including warehouse name, contact, country…1.2.Manage user/staff & PermissionPermission in Inventory extension allows admin to create multiple users and user roles. A user can be assigned to a warehouses and grant specific access to the specific parts in Inventory management.-Create user roleGo to System menu, select “User Roles” under Permission submenu. Now admin can view a list of role and create a new role for users. Role information contains role info (name & password) and role resource. This role resource contains every part of Inventory that this role can be able to access to. For example if you set this role as Manager, you can grant the some important permission to Delete warehouse, confirm Physical stock takin g or complete a Stock request…by selecting the check boxes then Save Role.-Create new user:Go to System menu, select “All users” under Permission submenu, a dmin can view a list of staffs with user name, name, email and status of account. User information contains 3 parts: User Info, User Role and the Warehouse which the user is assigned to. Admin can assign the warehouse and role for a staff. Admin can add new, edit, remove and save staff information.-Assign staff to warehouseGo to Warehouses under Stock Listing submenu then select any warehouse, there is a configuration for Permission. From here admin can assign staff for that warehouse conveniently.1.3.Stock in WarehouseAdmin can have overview of Stock in all Warehouses and select a warehouse to view stocks of that warehouse only.It can show Available Qty, Qty to Ship and total Qty in each warehouse and Shelf Location of that product in the warehouse.After selecting the warehouse, admin can easily update stock and Shelf location right on the Inventory grid just by selecting the products, fill the updated Total Qty/Shelf location and click “Update Stock”.1.4.Non-warehouse productWhen a product is newly created and not assigned to any warehouse yet, it will be automatically allocated in Non-warehouse. From here admin can select the product and add it into a specific warehouse.2.Prediction2.1.Supply NeedsThis feature predicts how many inventory items a warehouse need for each product within a future period. The system will calculate this number based on your sales history in the corresponding period in the past.Admin can select Base On Sales to use to calculate data for supply need, fill in Forecast Supply Needs to the date that you want to get supply needs then it will give a product list with following information:Qty Ordered/day: average Qty of product sold per dayTotal Sold: total qty of product that were sold in Base On SalesCurrent QtyQty on OrderAvailability dateSupply needsThe Supply Need Forecast can be exported to CSV or XML file and printed into PDF file.2.2.Low Stock NotificationLow Stock notification listing displays warning messages about the products which are nearly out of stock in warehouses. It shows all notification with information including Sent at, Type, Email received, Recipients and Action. Each notification log can show details of all products that have been low stock including Name, SKU, Image, Qty Notified and Time Notified.2.3.Low Stock RuleAdmin can create unlimited rules to notify low stock. One rule contains: Rule information, Condition and Action.-Rule information: You can fill in Rule name, description, status, validation date, time that you want to get notification.-Condition: There are 2 rule types for you to select: Available Days and Available Qty.With Available Days selection, the system will base on sales history of an item to predict how many days left till it will be out of stock. You can configure Sales period (history time to base on and get sale data) and Threshold day (the days before the product runs out of stock). So if you configure Threshold day as 5, system will send notification to you 5 days before this item is predicted to be out of stock so that you can prepare to purchase more stocks.With Available Qty selection, there is a Threshold (quantity). This is a lowest stock level of a product so that when a product reaches to this level, admin will receive the notification to purchase more stocks.Besides, you can add more conditions about Product attribute for example product SKU, color, category…-Action: You can fill in the emails that you want to send the low stock notificationto and warning message.3.Transfer Stock3.1.Send stock & Request stockSend stock: If admin want to send stock from his warehouse to another warehouse, he can use this feature to record stock sending.The process to Send stock is: Add new send stock -> Prepare Product list -> Send Stock -> Receive Stock -> Mark as Completed- Add new send stock: Select the Source warehouse and Destination warehouse. Fill in the reason.- Prepare the product list: From here admin can import list of product to send or import via CSV file. Then update the qty to send. Click Start send stock to activate sending. You can see stock sending summary and download the summary.- Receive stock: Destination warehouse can create receives by importing or selecting product then update received qty. Then click Save receive.Now you can download Shortfall list –the list containing the products that the Destination warehouse does not receive from Source warehouse.Request Stock: If a warehouse lacks of stock, admin can create a Stock request to get stock from other warehouse.The process to request stock is: Add new request stock -> Prepare Product list -> Request Stock -> Delivery Stock -> Receive Stock -> Mark as Completed- Add new request stock:Select the Source warehouse and Destinationwarehouse. Fill in the reason.- Prepare the product list: From here admin can import list of product to send or import via CSV file. Then update the qty to send. Click Start send stock to activate sending. You can see stock sending summary and download the summary.- Delivery History: Source warehouse when receive the stock request can create a stock delivery. When a stock delivery is created, stock will be subtracted immediately from the source warehouse.- Receive History: Destination warehouse can create receives by importing or selecting product then update received qty. Then click Save receive. After that, stock will be added immediately to the destination warehouse from which the stock request was sent.Now you can download Shortfall list & Summary of the Stock Request.3.2.Transfer to External & Transfer from External-Transfer to ExternalThis feature allows you to handle the product which is damaged, loss or sent as free gift…You can fill in the Exter nal location, select product & Qty to send.-Transfer from ExternalThis feature allows you to accept the stocks from outside of the system. Not from another warehouse but can be from any other source. You can fill in the External location, select product & qty to receive.3.3.Transfer Stock HistoryThis History records stock movements from Send stock, request stock, transfer from external and transfer to external.4.Stock Control4.1.Stock Adjustment & Stock Adjustment History-Add new Stock AdjustmentUnder menu “Stock Control”, you can create new Stock Adjustment for a specific warehouse chosen from Drop down list. Fill the reason, then Start Adjust Stock.From here you now go to Product List to select Products or Import products to adjust stock, fill in the Qty you want to update and Save the Stock Adjustment. The Qty here can be “Change Qty” or “Adjusted Qty”, depending on how you confi gure in Store -> Configuration: “Use adjust stock change” as Yes or No.If you fill the Change Qty, you are allowed to add or subtract the change by filling positive or negative number. If you fill in Adjusted Qty, you will fill the final calculation to update the final qty. After being saved, this stock adjustment’s status is now Pending.To c hange Stock Adjustment status to “complete d”, you need to hit button “Adjust Stock”. Stock is updated in the warehouse. Once the Adjustment is Complete, there is no way to edit it.Stock level will be updated instantly in the corresponding warehouse.-View Stock Adjustment HistoryYou can view all Stock Adjustment History under Stock Control -> Stock Adjustment History with information including Time created, staff created, warehouse and status…Click to each Adjustment, you can see stock adjustment details4.2.Stock Taking & Stock Taking HistoryPhysical Stocktaking acts can be used at any time to double-check and correct inventory discrepancy amounts in Inventory Management vs. physical inventory in your warehouses.These consist of:- A count, in which warehouse staff records the actual number of products in stock at the time of inspection & a manager can rely on it to update inventory in the system later-Then a confirmation of that count performed by a warehouse manager to officially update the correct number of products in stock (Adjust Stock)There are 5 steps in Stock taking using Inventory Management:1-Fill General information:After finishing this step, Stock taking status is Pending2-Prepare products before doing stock take: Select or import products to prepare before doing stock take. Stock taking status will change to Processing 3-Do Stock take: Fill in the Qty of product. Now status is changed to Verified4-Complete data entry:Save the data that has been stock taken and waiting for admin’s approval.5-Complete Stock take: When admin does this, Stock taking status will be changed to Complete. Qty is adjusted in the warehouse. Similar to Adjust Stock, stock taking cannot be edited after status is Complete.After doing stock take, admin can easily view and export the difference between real stock in the warehouse and the stock level updated by the system.4.3.Stock MovementThe extension records all the movements of stocks in warehouse. These movements are reflected in Stock Movement report under Stock Control submenu.The table shows SKU of the products added or subtracted from warehouse, the changed Qty, Warehouse name, Date and Reference number to see the details on a click. Admin can easily exports Stock Movement details into CSV or Excel XML.Admin can also filter the data basing on the variables in the table。

期初1、点击库存期初无反应问题现象：点击库存期初无反应问题版本：8.52问题模块：库存管理问题原因：机器名有‘-’解决方案：删除机器名中的‘-’,按规范重新起机器名,用字母开头,不超过八个字符.2、库存期初和收发存汇总表数据不一致问题现象：存货02030504 2005年库存期初余额为6个而库存收发存汇总表中期初为5个；存货02030105 2005年库存期初余额为5个而库存收发存汇总表中期初为4个，上述两种存货的库存期初结存表是正确的，都是出库跟踪入库业务。

问题版本：8.51问题模块：库存管理问题原因：1、02030504、02030105、02030107存货都是手工对数据做了调整导致，因为今年的rdrecords 中的出库单autoid、id号和去年的都不一样了，对于autoid=11369的入库单所做得出库中，由于去年有一个autoid=34147的红字出库单0000000996指定了autoid=19245的蓝字出库单0000000423进行退货，但是结转后没有了该红字出库单，而且2005年的autoid=34154,34155的两张红字出库单上所记载的指定的蓝字出库单的autoid号有错误，虽然与2004年一致，但是您手工调整使得2005年出库单的autoid号与上年不一致了非出库跟踪入库存货02031101的因为跟随其他出库跟踪入库的存货整单结转过来，所以应生成相应的冲销的单据，但却少了一个冲销单据，导致收发存汇总表与期初不对。

解决方案：将少的单据和累计出库数补录到rdrecord\rdrecords中3、年度接转后库存数据不正确问题现象：客户数据851a，库存采用货位管理。

年度接转后，库存期出数据不正确。

从存货取数之后，也没有货位。

问题版本：8.51A问题模块：库存管理问题原因：现存量与实际库存量不符，没有加上2004期初库存量部分，导致结转后数据不对。

解决方案：可以在2004年使用整理现存量功能整理，然后结转即可。

迈瑞的SAP使用流程1. SAP简介SAP（System Analysis and Program Development）是一套集成的企业资源规划（ERP）软件，由德国公司SAP SE开发。

它将各个部门的业务流程整合在一起，提供了全面的解决方案，帮助企业管理各个方面的业务。

迈瑞作为一家知名的医疗设备制造商，也采用了SAP来管理其业务流程。

2. 迈瑞的SAP使用流程迈瑞的SAP使用流程如下：2.1 采购管理流程1.创建采购申请2.采购审批3.创建采购订单4.收货与入库5.发票管理2.2 销售管理流程1.创建销售订单2.订单审批3.交付与出库4.发票管理5.收款与账务处理2.3 生产管理流程1.生产计划编制2.物料准备与领料3.生产执行与监控4.产品质量检验5.成品入库2.4 财务管理流程1.会计凭证录入2.会计凭证审批3.资产管理4.资金管理5.财务报表分析2.5 人力资源管理流程1.员工信息管理2.绩效考核与奖惩管理3.薪资管理4.培训与发展管理5.人事合同管理3. SAP使用注意事项3.1 用户权限管理在SAP系统中，不同的用户拥有不同的权限，需要根据用户的职位和职责分配相应的权限，同时定期进行权限的更新和审核，确保系统的安全性。

3.2 数据输入准确性在使用SAP系统的过程中，对于各个流程中的数据输入非常重要，需要保证数据的准确性和完整性，减少因为错误数据导致的问题。

3.3 系统备份与恢复定期对SAP系统进行备份，并建立完善的备份策略，以便在系统故障或数据丢失的情况下能够及时恢复数据和系统。

3.4 培训与技术支持对于使用SAP系统的员工，需要进行相应的培训，提高其使用系统的技能。

同时，建立专门的技术支持团队，及时解决系统使用中遇到的问题和困难。

4. 结论迈瑞作为一家知名的医疗设备制造商，采用SAP系统来管理其业务流程，包括采购管理、销售管理、生产管理、财务管理和人力资源管理等方面。

在使用SAP 系统的过程中，需要注意用户权限管理、数据准确性、系统备份与恢复以及员工培训与技术支持等方面，以确保系统的安全性和高效性。

sap ob28创建方法SAP OB28创建方法SAP OB28是SAP系统中的一个核心功能，用于设置会计年度变更的相关参数。

通过OB28，可以定义会计年度的开始和结束日期、控制会计期间的开启和关闭、以及其他与会计年度相关的设置。

本文将介绍如何使用SAP OB28创建会计年度变更的方法。

文章结构如下：一、引言二、创建会计年度变更 - 步骤一三、创建会计年度变更 - 步骤二四、创建会计年度变更 - 步骤三五、创建会计年度变更 - 步骤四六、总结一、引言SAP OB28是SAP系统中的一个重要功能，用于管理会计年度的变更。

通过OB28，我们可以设置会计年度的开始和结束日期，以及其他与会计年度相关的参数。

下面将详细介绍如何使用OB28来创建会计年度变更。

二、创建会计年度变更 - 步骤一登录SAP系统，并进入SAP Easy Access主界面。

在主界面上，点击"Accounting" -> "Financial Accounting" -> "General Ledger" -> "Periodic Processing" -> "Year-End Closing"，然后选择"Change Fiscal Year Variant"。

三、创建会计年度变更 - 步骤二在弹出的窗口中，选择需要进行会计年度变更的公司代码，并点击"Execute"按钮。

接着，在"Change Fiscal Year Variant"界面上，点击"New Entries"按钮，以创建新的会计年度变更。

四、创建会计年度变更 - 步骤三在"Change Fiscal Year Variant"界面上，输入会计年度变更的详细信息，包括会计年度代码、会计年度描述、起始日期和结束日期等。

JD Edwards EnterpriseOne Inventory ManagementK E Y F E A T U R E S• Integrate inventory information for end- to-end visibility• Easily support unique requirements by location and customer• Quickly adapt inventory management to business needs• Cross-docking capabilities• Complete lot control• Support variable product types, including bulk and liquid, raw material and components, and finished and packaged goods• Support multiple facilities and locations• Permit multiple units of measure processing and dual units of measure • Complete tag supply and demand analysis• Calculate landed cost count• Support EDI electronic commerce • UCC 128 Compliance• Speed location maintenance• Mobile applications• UX One role-based pages for Inventory Control Manager and Inventory Accounting Manager The Issue: Accurately Tracking a Moving TargetTime-based competition is shifting emphasis from managing on-site physical inventory to managing information about inventory anywhere in the supply chain. If your inventory includes only a few items that come in a single unit of measure, it is fairly simple to maintain end-to-end visibility. But when hundreds and thousands of items are managed in different pack sizes over multiple facilities, the task is more complicated. Some items may be lot-controlled, serialized, or managed in a number of different container sizes. Others may have different replenishment strategies or require special handling or inspection processes.Adding to the complication are disparate systems, outsourced operations, and increasingly complex supply chains in which inventory details are often dispersed across several channels. Having a comprehensive, integrated inventory management system, with the flexibility to support unique capabilities by facility or location, is essential for efficient management of inventory anywhere in the supply network.The Solution: End-to-End Visibility of InventoryOracle’s JD Edwards EnterpriseOne Inventory Management provides pinpoint accuracy of product quantities and locations and instant access to item availability information—both within the facility and throughout the enterprise. You can also administer consignment sites and vendor-managed inventories from a single database. Inventory Management offers complete tracking of inventory from the time you receive items from the vendor to the instant you ship the goods to your customer. By extending beyond the immediate supply chain, you can also track shipped items for the purposes of returns and warranties.Superior Flexibility to Match Inventory System to Business NeedsMultiple item numbers, multi-attribute items, and extensive item cross-referencing capabilities to customer and vendor part numbers provide faster access to the inventory information you need. You can assign grades or potencies to material lot numbers andtrace lots to a final product and customer or back to a purchase order to identifyO R A C L E D A T A S H E E TF E A T U R E/F U N C T I O N H IGH LI G H T S • User-defined location format• Kits and components• Country of origin tracking• Extensive item costing options • Detailed transaction ledger• Container management• Item cross-reference capability • Issues, adjustments, transfers• Cycle count• Global location number• Multi-attribute items• Comprehensive pricing information • Date range, percentage, or amount • Future cost conversion• ABC analysis• User-defined availability• Advanced commitment logic• Global updates production runs with a customer or supplier.You select the method for calculating material on hand, based on your manufacturing or distribution environment. You have the option to consume work-in-process material by using manual issues, by back flushing (at completion or at pay points), by pre-flushing,or as floor stock. Based on the parameters you define, all issue methods will providereal-time availability updates.Inventory Management enables individualized item definitions with free-form item descriptions, replenishment methods, and special handling instructions. Multiple units of measure provide the ability to purchase, stock, ship, and price according to your unique needs. In addition, the ability to capture and track dual units of measure is provided. Therefore, you can track separate item quantities that have no standard conversion. For example, you can track the number of units of an item and the actual weight. You can use complex pricing and costing matrices, user-defined product availability calculations, and full traceability of lot-controlled and serialized items.The lot control features provide visibility into key milestones of a product’s life cycle atthe lot level. For example, you can view the date the lot was received into inventory, the dates that key ingredients were mixed together, the required retesting dates, and the lot expiration date. This visibility enables warehouse personnel to take appropriate action to protect against product waste and to maximize usage.Added Value through IntegrationIntegration with other JD Edwards EnterpriseOne Supply Chain Management modules enables real-time balancing of supply and demand. You can view all demand factors, including sales orders, transfers, work orders, and forecasts, as well as all sources of supply, including purchase orders, demand scheduling orders, work order completions, issues, and adjustments. In addition, Inventory Management provides critical, up-to-the-minute item status information to JD Edwards EnterpriseOne Demand Forecasting. This information provides the basis for linking the strategic, tactical, and operational levels of the supply chain—from sourcing through manufacturing and distribution.Through integration, you can analyze time-phased inventory displays from both supply and demand points of view. Cross-docking enables you to designate inbound quantities, either from a vendor or from the shop floor, to fulfill specific customer demand. WithJD Edwards EnterpriseOne Warehouse Management, instead of putting items away on the shelf, the system can direct you to move them immediately to the shipping dock—reducing labor and storage costs and increasing fulfillment rates. Integration with theJD Edwards Mobile applications provides users real-time insight into sales orders, item availability, and item base pricing information.Access to UX One role-based pages enables Inventory Control Managers and Inventory Accounting Mangers to easily access, review, and act upon important information to manage the inventory efficiently and cost-effectively.JD Edwards EnterpriseOne Apparel/Attribute Management along with Product Variants (via a smaller functional scale) provides simple and effective inventory management capabilities for multi-attribute items. Multi-attribute items are those items that support several attributes such as color, size, or style. For example, a T-shirt may be availablein different colors and sizes. Or, steel could be available in different lengths and weights. After setting up a parent multi-attribute item, the system will automatically generate2 | JD EDWARDS ENTERPRISEONE INVENTORY MANAGEMENTO R A C L E D A T A S H E E Tmultiple combinations of assigned attributes as child multi-attribute items, therebydrastically reducing the amount of setup time required. The item availability matrixinquiry enables you to view the on-hand quantities for all multi-attribute items quicklyand effectively.Solution IntegrationThis module is designed to be integrated with the following JD Edwards EnterpriseOneproducts and families across your operations using common tools and a Pure InternetArchitecture:•JD Edwards EnterpriseOne Apparel/Attribute Management•JD Edwards EnterpriseOne Customer Relationship Management•JD Edwards EnterpriseOne Manufacturing•JD Edwards EnterpriseOne Mobile Applications•JD Edwards EnterpriseOne One View Reporting for Inventory•JD Edwards EnterpriseOne Order Management•JD Edwards EnterpriseOne Supply Chain Execution (Logistics)•JD Edwards EnterpriseOne Supply Chain Planning•JD Edwards EnterpriseOne Supply Management (Procurement)/oracle/oracle/oracle。

TIM－全面库存管理什么叫 TIM－全面库存管理呢？所谓 TIM 就是 TotalInventoryManagement ，即全面库存管理。

到目前为止，无论是学术界还是企业界，还没有人对所谓“全面库存管理”提出一个比较完整、的定义，也没有人真正地提出“全面库存管理”的思想，但我们知道已经有 TQM－全面质量管理； TPM－全员生产管理。

我给 TIM 的简单定义是：全面参与库存管理，具体解释为：企业管理的全库存意识，企业全员参与，全流程库存控制，全面考核库存管理水平，以及需求与供应链管理合作伙伴的全部参与。

我认为，全面库存管理既是一种先进的现代企业管理思想，也是一种实现现代企业管理根本目的的根本手段。

我们首先解释一下什么叫全库存意识。

我们都知道 TQM所倡导的全员质量意识，在这里我们也倡导全员库存管理意识。

所谓全员库存管理意识就是要求企业管理，从高层到底层，从企业的董事长、CEO到普通员工，大家在日常管理活动中都必须树立一种库存管理的意识与概念。

尽管我们早就知道，企业管理的“两大死点”，一个是库存，另外一个是“应收帐”（其实也是库存）－库存高了，企业不赚钱，资金链可能断裂，应收帐多了，企业也会死掉，但是在实际的企业管理过程中，我们发现，很少有企业的老总真正地关注库存问题。

实际情况往往是，企业平常不注意库存问题，等到没钱花了，资金周转不灵了，回头一看，企业的现金全部压在库存上了。

这就如同人得了糖尿病一样，平常不注意饮食，等到得了糖尿病，再去注意就有点晚了。

我之所以提出所谓“全面库存管理”思想，目的也在于此－提醒企业从上到下，要时刻关注库存问题，而且要全员关注，也就是全库存管理意识。

从某种意义上讲，全库存管理意识还应该是一个全社会应该关注的问题。

这里有两个例子可以说明问题：第一个例子是，我在芬兰学习的时候认识一个号称是“赫尔辛基炒股第一人”的专业人士，他说你们中国的股民都在盲目地炒股票，中国的上市公司大多也在欺负炒股的人不懂，他说他没有任何瞧不起中国人的意思，恰好相反，他对中国、对中国人非常有好感。