库存管理手册

EPICOR9库存管理培训课程教师手册DisclaimerCopyright©2009byEpicorSoftwareCorporation.Allrightsreserved.PrintedintheUnitedStatesofAmerica.NopartofthispublicationmaybereproducedinanyformwithoutthepriorwrittenconsentofEpicorSoftwareCorporation.Epicor,Vantage,andVistaareregisteredtrademarksofEpicorSoftwareCorporation.Allothertrademarksarepropertyoftheirrespectiveowners.MicrosoftproductscreenshotsreprintedwithpermissionfromMicrosoftCorporation.EpicorSoftwareCorporationmakesnorepresentationsorwarrantieswithrespecttothecontentsofthisdocumentandspecificallydisclaimsanyimpliedwarrantiesofmerchantability,satisfactoryqualityorfitnessforanyparticularpurpose.Thecontentsofthisdocumentarebelievedtobecurrentandaccurateasofitsdateofpublication.Changestothisdocumentbetweenreprintingsandotherimportantinformationaboutthesoftwareproductaremadeorpublishedinreleasenotes,andyouareurgedtoobtainthecurrentreleasenotesforthesoftwareproduct.Wewelcomeusercommentsandreservetherighttorevisethispublicationand/ormakeimprovementsorchangestotheproductsorprogramsdescribedinthispublicationatanytimewithoutnotice.TheusageofanyEpicorSoftwareshallbepursuanttoanEpicorenduserlicenseagreementandtheperformanceofanyconsultingservicesbyEpicorpersonnelshallbepursuanttoEpicor'sstandardservicestermsandconditions.ED8249090521-900-9257-5835039.04.503中文翻译：HZ，2009年7月。GA版库存管理课程|内容|iii内容库存管理课程.................................................5开始之前.....................................................6听众...........................................................6必要课程.......................................................6设置...........................................................6概述.........................................................8应用设置.....................................................9公司配置.......................................................9工厂配置控制..................................................10维护程序......................................................12仓库和仓库库位.................................................12仓库库位设置向导...............................................15单位（UOM）....................................................17物料...........................................................20管理库存....................................................26批次追踪......................................................26练习-创建一个批次追踪物料.....................................27练习–创建批次属性...........................................28练习–为一个批次追踪物料生成一个采购订单.....................28练习–收入一个批次追踪物料...................................29序列号........................................................29定义序列号参数.................................................30序列掩码格式...................................................31序列化流程.....................................................33序列匹配流程...................................................37单位分割/合并...............................................37练习–用单位分割/合并........................................38客户或供应商托管库存..........................................39流程........................................................40发料..........................................................40练习–创建一个工单领料单.....................................41练习–发放杂项物料...........................................42练习–生产批量发料...........................................42练习–发出工单物料...........................................43返回物料......................................................44练习–返还物料到库存.........................................45周期盘点......................................................45周期盘点设置...................................................46循环盘点操作...................................................47库存交易流程................................................50反冲库存物料..................................................50反冲的一些考虑.................................................51练习-工序报告时反冲物料........................................52数量调整......................................................54练习-调整不同数量.............................................54库存转移......................................................54练习-转移物料..................................................55报告和追踪..................................................56结束........................................................59附录........................................................60交易类型......................................................60库存管理课程|库存管理课程|5库存管理课程本课概述了库存管理的流程。它一步步地演示了如何更新和维护原物料，WIP、以及产成品库存数量和成本。成功完成本课学习后，你就能够：用仓库库位设置向导定义满足您库存需要的新仓库和库位。掌握满足您物料控制需要的各种单位。用物料维护程序创建新物料并检查所有与库存相关的数据字段。创建产生可用的批次和追踪号。建立序列号参数和掩码以标准化物料序列号。设置并运行循环盘点以维护准确的存货情况。熟悉诸如物料发出、反冲、数量调整等库存交易。培训讲师注意事项介绍•讲师向学员作自我介绍，之后让学员相互介绍。•查看讲课环境（休息室地点，课间/午餐安排等等。）•说明虽然课程并不正式，但必须需关闭手机等通讯设备。通讯交流只允许在课间休息和午餐时间内进行。•强调提问的重要性，如有不清楚的情况，向讲师提出，并记录。期望回顾学员在课前提出的培训期望。询问学员是否有其它的期望，并列在白板之上。明确是否有其它课程涵盖的期望，或是课下讨论。学习障碍询问学员有什么学习障碍阻止他们达到学习目的，并在白板上记录下来。说明学员和帮助人员都应避免学习障碍，发生时应互相告知。询问学员对学习障碍有什么问题。6|库存管理课程|开始之前开始之前为成功完成本课程的学习，阅读下列信息。听众将从本课获益的特定听众成本会计物流人员排产人员生产管理员必要课程开始本课前，请确保已理解其它有用课程的必要知识。导航课程-本课程介绍系统用户界面的导航概念。为设计一个实用的操作环境，软件内的各操作层面（系统、模块、程序）均可使用通用的导航原理和技巧。着重于每个层面的练习，引导用户完成各导航原理。系统流程课程-本课程介绍一个基本的报价到