重能集团基于SAP销售与分销系统的部署与实施

发布时间：2018-05-02 10:52

本文选题：ERP + SAP　；参考：《山东大学》2015年硕士论文

【摘要】：SAP是ERP(企业资源计划)思想的倡导者和领导者,其主打产品SAP R/3系统是ERP系统的佼佼者。由于SAP R/3系统是一种通用型的标准化系统,因此为了满足不同企业、不同行业领域的要求,需要在其实施中对该标准系统进行配置和开发。重能是一家集能源投资、开发、生产、服务于一体的综合性国有大型企业。经过几年发展壮大,已成为重庆能源领域的支柱企业。但是目前重庆能源高速度、低质量；高投入、低回报；高负债、低收益的矛盾越来越突出,因此,转型升级发展已势在必行。为推动业务和管理的创新,满足公司战略转型的要求,重庆能源启动了信息化总体规划项目。在此背景下,本论文以重能项目煤炭销售业务为实例,以SAP R/3系统的销售与分销模块为对象,对SAP R/3系统的实施过程进行详述,为今后相关实施提供借鉴。本论文首先介绍了ERP思想的发展过程及SAP国内外发展状况、SAP销售与分销模块的基本功能,并以SAP实施方法论为主线,以项目范围为主要工作范畴,对重能项目的煤炭销售的现状进行分析,包括其管控模式、组织结构及业务流程(主要包括主数据管理、合同管理、计划管理、发运管理、质量管理、结算管理),并结合行业经验进行需求分析,提出解决方案,确立了逐步取消自销、实现集团对权属企业运营式的管理模式,明确了各层级单位在集团煤炭统一营销范畴中分别所处的位置以及各部门、单位的业务范围。此外,对煤炭营销业务流程进行了梳理,实现了集团对主数据、合同、计划、发运、质量、结算的统一管理。在此之后,按照解决方案对标准系统进行参数配置、二次开发及接口开发。为检查系统性能,实施过程中还进行了单元测试、集成测试,并根据测试结果完善了SAP R/3系统配置,最后制定上线方案,包括上线时间、主体步骤、上线范围及上线切换过程中各单位/部门业务对策。最后,本论文还总结了实施过程中的困难因素及实施经验。将信息化作为推动企业转型升级的重要手段,通过SAP R/3系统实现了重庆能源集团信息管理的统一化平台,加强了集团对各权属企业内部管理,有效提高了订单处理流程、发运流程、结算流程,有利于企业管理创新,提高管理效率,为“打造西部一流的能源生产与综合服务型企业”奠定基础。另外,各行业、各企业的特殊性限制了SAP的通用性,增加了项目实施难度。基于此,本文借鉴先进经验的基础上,结合重庆能源投资集团实施案例,对销售与分销模块的实施过程做了详细介绍,以期为SAPR/3系统的实施提供借鉴。
[Abstract]:SAP is the advocate and leader of ERP (Enterprise Resource Planning). Its main product, SAP R / 3 system, is the leader of ERP system. Because the SAP R- 3 system is a universal standardization system, in order to meet the requirements of different enterprises and different industries, it is necessary to configure and develop the standard system in its implementation. Zhongneng is an energy investment, development, production, service in one of the state-owned large-scale enterprises. After several years of development and growth, Chongqing has become the pillar of the energy sector. But at present, the contradiction of high speed, low quality, high investment, low return, high debt and low income is more and more prominent in Chongqing, so it is imperative to transform and upgrade development. In order to promote the innovation of business and management and meet the requirements of strategic transformation of the company, Chongqing Energy launched the overall planning project of information technology. Under this background, this paper takes the coal sale business of the heavy energy project as an example, takes the SAP R / 3 system sales and distribution module as the object, carries on the detailed elaboration to the SAP R / 3 system implementation process, provides the reference for the related implementation in the future. This paper first introduces the development process of ERP idea and the basic functions of SAP sales and distribution module at home and abroad, and takes the methodology of SAP implementation as the main line and the scope of the project as the main work category. This paper analyzes the present situation of coal sales of heavy energy project, including its management mode, organization structure and business process (including master data management, contract management, plan management, shipping management, quality management, etc. The settlement management, combined with the experience of the industry, analyzed the demand, put forward the solution, and established the management mode of the management mode of the management of the property right enterprise, which was gradually eliminated from the self-selling and realized by the group. It clarifies the position of each level unit in the group coal unified marketing category and the business scope of each department and unit. In addition, the coal marketing business process has been combed to realize the unified management of the main data, contract, plan, shipping, quality and settlement of the group. After this, the standard system parameter configuration, secondary development and interface development according to the solution. In order to check the performance of the system, unit test and integration test are also carried out in the implementation process. According to the test results, the configuration of the SAP R / 3 system is improved, and finally, the on-line plan is formulated, including the online time and the main steps. Each unit / department business countermeasure in the up line scope and up line switching process. Finally, the paper summarizes the difficult factors and experience in the process of implementation. Taking informatization as an important means to promote the transformation and upgrading of enterprises, the unified platform of information management of Chongqing Energy Group is realized through SAP R / 3 system, which strengthens the internal management of various ownership enterprises, and effectively improves the order processing process. The shipping process and the settlement process are beneficial to the innovation of enterprise management and the improvement of management efficiency, thus laying the foundation for "building a first-class energy production and comprehensive service enterprise in the west". In addition, the particularity of each industry and enterprise limits the generality of SAP and increases the difficulty of project implementation. Based on this, based on the advanced experience and the case of Chongqing Energy Investment Group, this paper introduces the implementation process of sales and distribution module in detail, in order to provide reference for the implementation of SAPR/3 system.
【学位授予单位】：山东大学
【学位级别】：硕士
【学位授予年份】：2015
【分类号】：TP311.52

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