User Manual-1909 NC6 Purchase Price User Manual 用友网络科技股份有限公司 1 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, Note: No contents in this manual shall be construed as commitment of yonyou. 用友网络科技股份有限公司 2 Table of Contents Copyright .................................................................................................................................................................. 1 Introduction ............................................................................................................................................................. 4 Change Record ......................................................................................................................................................... 5 Terms and Definitions ............................................................................................................................................. 6 Chapter I General Overview ............................................................................................................................ 8 1.1 Overview ..................................................................................................................................................... 8 1.2 Application Overview ................................................................................................................................ 10 1.3 Application Value ........................................................................................................................................11 Chapter II Application Roles ........................................................................................................................... 12 2.1 Planner ....................................................................................................................................................... 13 2.2 Plan Supervisor .......................................................................................................................................... 14 2.3 Buyer ......................................................................................................................................................... 14 2.4 Purchase Supervisor ................................................................................................................................... 15 Chapter III Application Map ............................................................................................................................ 15 Chapter IV Application Scenarios .................................................................................................................... 16 4.1 Common Price Scenarios ........................................................................................................................... 16 4.2 Purchase Price Source ................................................................................................................................ 17 4.3 Price Acquisition Phases ............................................................................................................................ 19 4.4 RFQ Logic for Typical Documents ............................................................................................................ 21 4.4.1 RFQ by Purchase/Subcontracting Order ......................................................................................... 22 4.4.2 Price Query by Price Approval Doc................................................................................................ 24 4.4.3 RFQ by Cost Estimate Doc ............................................................................................................. 25 4.4.4 Purchase Invoice Price Query ......................................................................................................... 27 4.5 Control Dimension for Price Query ........................................................................................................... 27 4.6 Restrictions on Purchase ............................................................................................................................ 28 4.7 Purchase Discount ..................................................................................................................................... 29 Chapter Ⅴ Initial Preparations ................................................................................................................ 30 5.1 Dynamic Modeling Platform ..................................................................................................................... 30 5.1.1 Organization Management .............................................................................................................. 30 5.1.2 Basic Data ....................................................................................................................................... 31 5.1.3 Process Management ...................................................................................................................... 32 5.2 Supply Chain ............................................................................................................................................. 33 5.2.1 Supply Chain Basic Settings ........................................................................................................... 33 5.3 Price/Quality Relationship ......................................................................................................................... 33 5.3.1 Operation Settings .......................................................................................................................... 33 5.3.2 Application Phases .......................................................................................................................... 33 5.3.3 Application Settings ........................................................................................................................ 35 5.3.4 Quality-Oriented Pricing Algorithm ............................................................................................... 37 Chapter VI Operating Instructions .......................................................................................................... 41 Chapter VII Typical Applications............................................................................................................... 42 7.1 Example-1 .......................................................................................................................................... 42 7.2 Example-2 .......................................................................................................................................... 44 用友网络科技股份有限公司 1 7.3 Example-3 .......................................................................................................................................... 46 Appendixes ............................................................................................................................................................. 48 Appendix 1: Query .......................................................................................................................................... 48 Appendix 2: Reports ........................................................................................................................................ 49 Appendix 3: Product Interface ......................................................................................................................... 50 Appendix 4: Preset Transaction Types ............................................................................................................. 51 Appendix 5: List of Referenced User Manuals................................................................................................ 51 用友网络科技股份有限公司 4 Introduction This manual is a guide to plan execution, solution preparation and implementation for implementation consultants and key corporate users. It describes the typical business scenarios of the product in business, reflects its key application functions, and offers proposals for aligning the business requirements with the product functions. This manual consists of three Sections: Section 1 introduces the product and its values; Section 2 describes the typical business scenarios, processes, and corresponding business functions of the module; Section 3 describes the initial preparations and settings. Additionally, in order to deepen the users' understanding of the content, the manual will not only provide an explanation for the key terms but also supplementary explanations in the appendix for key points that may need to be cross referenced to help users look up terms easily. To highlight the key points, this manual focuses on solutions and describes only the important control points in product operations. To learn more about the product's use of a specific Section, please refer to the following materials in addition to this manual: 1. NC Cloud User Manual-Organization Modelling: Describes the key concepts (e.g. groups, organizations, and business delegations) and modeling solutions of the product, and provides important reference material for implementation planning and blueprint design. 2. NC Cloud User Manual-Process Platform: Provides application guidance on transaction types and process design tools. 3. NC Cloud User Manual-Basic Data: Provides a more in-depth understanding and application of basic data in Chapter III (initial preparation settings) of the manual. 用友网络科技股份有限公司 5 Change Record Editor Li Haonan Edition Revised by Reviewer Starting/Ending Time Revised/Approved Chapters Revised/Approved content 1909 Li Haonan October 18, 2019 用友网络科技股份有限公司 6 Terms and Definitions RFQs and Quotations Used by a purchaser to issue a notification to a supplier requesting a quote for the material, and to enter said quote into a form. Price Approval Doc Used by senior purchasing staff to approve supplier quotes, and to decide which materials can be ordered from which suppliers. The relevant staff can make approval decisions by referring to price records (such as historical price, reference cost, planned price, etc.) and comparing them from multiple perspectives. Supplier Price List Essentially a tabular list specifically used for storing supplier quotes. When querying prices from transaction documents, the Supplier Price List serves as one of the important price information sources. Note that the Supplier Price List only records "Quotes", which come from four sources: 1. Price quoted by the supplier to the requesting buyer, regardless of whether or not this price is finally accepted by the buyer; the price specified under quote status in the corresponding RFQs and quotations. 2. Price approved and ratified by the buyer for use in ordering; price for which Ordering is checked in the corresponding Price Approval Doc. 3. Supplier quote transferred from e-Procurement & Bidding and ratified by the buyer. 4. User-defined price, such as the receipt price of agricultural products that do not have fixed suppliers. Price/Quality Relationship The idea of the Price/Quality Relationship, just as the term implies, is to adjust upwards or downwards the price given by the supplier based on the quality of the purchased items, or to determine whether to carry out quantity or weight reduction on the materials without changing the set price. Price/Quality Relationship is commonly used for purchase pricing of bulk materials, such as ore sand, coal, and agricultural products. From an application perspective, Price/Quality Relationship is divided into Price/Quality Relationship Standard and Price/Quality Relationship Scheme. Quality-Oriented Pricing Standard is equivalent to a detailed catalogue file that stores standards, while Quality-Oriented Pricing Scheme is equivalent to a composite standard formed from the combination of certain standards selected from the detailed catalogue file. Price/Quality Relationship must be used with the...
