NC Cloud 1909 User Manual-Supply Chain-Purchase Management-clean.pdf

User Manual-1909 NC6 Purchase ManagementUser Manual用友网络科技股份有限公司 2 Copyright © yonyou Network Technology Co., Ltd. All rights reserved Without the written permission of yonyou Group, any part or the whole content of this manual may not be reproduced, copied, translated or reduced for any purpose. Please note that the content of this manual may be changed without prior notice, and its content does not represent the commitment made by yonyou Group. 用友网络科技股份有限公司 3 Table of Contents Copyright ................................................................................................................................................................... 2 Change Record .......................................................................................................................................................... 7 Terms and Definitions ................................................................................................................................................ 8 Chapter I General Overview .................................................................................................................................... 11 1.1 General Overview ............................................................................................................................... 11 1.2 Overview............................................................................................................................................ 13 1.3 Application Value .............................................................................................................................. 15 Chapter II Application Role .............................................................................................................................. 21 2.1 Planner ......................................................................................................................................................... 22 2.2 Plan Supervisor ............................................................................................................................................ 22 2.3 Buyer ........................................................................................................................................................... 22 2.4 Purchase Supervisor ..................................................................................................................................... 23 Chapter III Application Map .............................................................................................................................. 24 Chapter IV Application Scenarios ...................................................................................................................... 29 4.1 Application Classification ............................................................................................................................ 29 4.1.1 Classification Methods ..................................................................................................................... 29 4.1.2 Brief Description .............................................................................................................................. 31 4.2 Scenario Presentation ................................................................................................................................... 36 4.2.1 Basic Purchase Process ..................................................................................................................... 36 4.2.2 Raw Materials Purchase for Single Organizations ............................................................................ 42 4.2.3 Cross-organization Centralized Purchase ......................................................................................... 51 4.2.4 MRO Purchase .................................................................................................................................. 76 4.2.5 Asset Purchase .................................................................................................................................. 80 4.2.6 Reusable Material Purchase (not lightweight) .................................................................................. 84 4.2.7 Consumable Purchase/Expense Purchase ......................................................................................... 87 4.2.8 Vendor Managed Inventory (VMI)/Consumption Summary Purchase ............................................. 89 4.2.9 Drop Shipment Sales Purchase ....................................................................................................... 105 4.2.10 Purchase and Sales Collaboration .................................................................................................. 112 4.2.11 Borrowing Transfer to Purchase .................................................................................................... 117 4.2.12 Project Purchase ............................................................................................................................. 119 4.2.13 Subcontracting Purchase ............................................................................................................... 121 4.2.14 Personalized Matching Purchase .................................................................................................. 126 4.2.15 Profit Center Purchase .................................................................................................................. 128 4.2.16 Task Matching ............................................................................................................................... 132 4.3 Related Processes ....................................................................................................................................... 141 4.3.1 Opening Processing ........................................................................................................................ 141 4.3.2 Purchase Sourcing .......................................................................................................................... 145 4.3.3 Purchase Plan Control ..................................................................................................................... 150 用友网络科技股份有限公司 4 4.3.4 Inventory Plan Balancing ................................................................................................................ 151 4.3.5 Purchase Price ................................................................................................................................. 151 4.3.6 Purchase Payment ........................................................................................................................... 154 4.3.7 Order Status Management .............................................................................................................. 156 4.3.8 Order Closing .................................................................................................................................. 158 4.3.9 Return and Stock Return ................................................................................................................. 159 4.3.10 Replenishment .............................................................................................................................. 161 4.3.11 Quality Inspection for Arrived Goods ........................................................................................... 161 4.3.12 E-Procurement .............................................................................................................................. 167 4.3.13 Purchase Transportation ................................................................................................................ 168 4.3.14 Purchase Requisition Arrangement ............................................................................................... 169 4.3.15 Purchase Contract ......................................................................................................................... 170 4.3.16 Demand Summary & Balancing ................................................................................................... 195 4.4 Relevant Themes ....................................................................................................................................... 197 4.4.1 Purchase Estimation and Settlement ............................................................................................... 197 4.4.2 Invoice Transfer to A/P ................................................................................................................... 216 4.4.3 Freeze Business .............................................................................................................................. 221 4.4.4 Giveaway Processing ...................................................................................................................... 224 4.4.5 Purchase RFQ ................................................................................................................................. 224 4.4.6 Price/Quality Relationship .............................................................................................................. 226 4.4.7 Reasonable Loss ............................................................................................................................. 226 4.4.8 Payment Management ..................................................................................................................... 227 4.4.9 Centralized Purchase Control Rules ............................................................................................... 227 4.4.10 Supplier Auxiliary Management ................................................................................................... 229 4.4.11 Change Contract ............................................................................................................................ 229 4.4.12 Contract Alert ................................................................................................................................ 232 4.4.13 Contract Controls on Business ...................................................................................................... 233 4.4.14 Semi-Structured Output ................................................................................................................ 234 4.4.15 Bidding Invitation & Bid - Quote by Region ................................................................................ 235 4.4.16 Three-way Matching ..................................................................................................................... 236 4.4.17 Purchase Shared Access ................................................................................................................ 236 Chapter Ⅴ Initial Preparations ......................................................................................................................... 238 5.1 Control Mode ............................................................................................................................................. 238 5.2 Dynamic Modeling Platform ..................................................................................................................... 240 5.2.1 Organization Management .............................................................................................................. 240 5.2.2 Basic Data ....................................................................................................................................... 243 5.2.3 Contract Information....................................................................................................................... 245 5.2.3 Process Management ...................................................................................................................... 246 5.2.4 System Platform .............................................................................................................................. 247 5.2 Supply Chain ............................................................................................................................................. 248 5.2.1 Supply Chain Basic Settings ........................................................................................................... 248 5.2.2 Purchase Management .................................................................................................................... 250 5.2.3 Internal Transaction ........................................................................................................................ 250 用友网络科技股份有限公司 5 Appendixes ......