实用型ERP系统的研究及其销售管理子系统的开发
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摘要
企业资源计划(Enterprise Resource Planning-ERP)系统集信息技术与先进的管理思想于一身，是现代企业的运行模式，反映时代对企业合理调配资源，最大化地创造社会财富的要求，成为企业在信息时代生存、发展的基石。目前，ERP应用的范围已相当广泛，包括工业、金融业、电信业、公共机构等，其中，推广到流程制造业后就被称为流程工业ERP。
本文以中小型企业(以制造业为例)ERP总体设计以及企业内销售管理系统的开发和实施为例，从工程应用角度深入探讨和研究了大中型流程企业实现ERP系统及相关功能模块子系统的一些基本原理、相关理论和实现技术。
首先绪论部分，介绍了ERP系统的基本概念，中外企业实施ERP的现状及存在的问题，指出了课题研究的背景和目的，并对论文的主要内容和结构安排作了介绍。
第二章详细阐述了ERP的概念，技术特点、应用现状及发展趋势；指出了现有企业实施ERP的可能性和必要性。介绍了销售管理系统的定义及系统特点，阐述了ERP的功能及销售管理模块的重要地位。
第三章以中小型企业(以制造业为例)销售管理信息系统为例，从系统的开发背景出发，分别从业务数据流和功能模块两个方面对系统进行了需求分析。
第四章主要阐述了销售管理子系统的总体设计。介绍了ERP系统的整体解决方案，详细论述了销售管理信息系统的开发解决方案，并对数据库作了一定的分析。
第五章阐述了销售管理子系统的实现，介绍了在系统设计过程中的所采用的主要技术和多层结构体系的相关概念；并且对系统开发工具作了一定的介绍。
最后对上述工作做了回顾和总结，并指出了下一步的工作方向。
ERP, Enterprise Resource Planning, system is an implement pattern of modemcorporations, which integrates the information technology with the advancedideology of management, It reflects the era when the corporations should rationalizethe resource and create well-being for the society to the greatest extent. Therefore,it becomes the footstone for the corporations to survive and develop in theinformation ear. Now, ERP is widely implemented in discrete manufactories,financial companies, telecom enterprises, and public institutes. Meanwhile, it canbe implemented in continuous process manufacturing industry, called ERP ofcontinuous process industry.
In this thesis, taking the medium-sized and small enterprises as an example,several basic theories and key technologies of how to design and implement ERPand its subsystems are introduced. It discussed the fundamentals ,basic the oriesandtechnology which the big and medium-sized enterprises realize ERP system andrelated module from the engineering angle.
In chapter one, the fundamental concept ,the present condition and the problemof ERP is introduced. It points the background and aim of this research topic. Themain content and structure of this thesis is introduced.
In chapter two, the concept of ERP, technology character, present appliedsituation and developing trend are introduced in great detail. Then put forward thatthe possibility and the necessity of ERP implementation. The chapter also introducesthe concept of SMS, sale management system, and its characteristic, and presentsthe function of ERP and the importance of SMS module.In chapter three, taking SMS of the medium-sized and small enterprises as anexample, the designing basis of manufacturing ERP are introduced. From thedevelopment background, the system is analyzed from the view of the business dataflow and the function module, and requirement analysis and UML systematicmodel are realized according to the designing requirement of the system.
In chapter four, the design of the sale management system and plan how tosolve the problem is introduced. The plan how to develop the sale managementsystem and the data base are discussed and analysed.In chapter five, the sale management system is introduced..The interrelatedconception of the main technology and MIDAS and development tool of system areintroduced in this part.
The last chapter summarized the whole paper and presents the works need to doin future.
本文以中小型企业(以制造业为例)ERP总体设计以及企业内销售管理系统的开发和实施为例，从工程应用角度深入探讨和研究了大中型流程企业实现ERP系统及相关功能模块子系统的一些基本原理、相关理论和实现技术。
首先绪论部分，介绍了ERP系统的基本概念，中外企业实施ERP的现状及存在的问题，指出了课题研究的背景和目的，并对论文的主要内容和结构安排作了介绍。
第二章详细阐述了ERP的概念，技术特点、应用现状及发展趋势；指出了现有企业实施ERP的可能性和必要性。介绍了销售管理系统的定义及系统特点，阐述了ERP的功能及销售管理模块的重要地位。
第三章以中小型企业(以制造业为例)销售管理信息系统为例，从系统的开发背景出发，分别从业务数据流和功能模块两个方面对系统进行了需求分析。
第四章主要阐述了销售管理子系统的总体设计。介绍了ERP系统的整体解决方案，详细论述了销售管理信息系统的开发解决方案，并对数据库作了一定的分析。
第五章阐述了销售管理子系统的实现，介绍了在系统设计过程中的所采用的主要技术和多层结构体系的相关概念；并且对系统开发工具作了一定的介绍。
最后对上述工作做了回顾和总结，并指出了下一步的工作方向。
ERP, Enterprise Resource Planning, system is an implement pattern of modemcorporations, which integrates the information technology with the advancedideology of management, It reflects the era when the corporations should rationalizethe resource and create well-being for the society to the greatest extent. Therefore,it becomes the footstone for the corporations to survive and develop in theinformation ear. Now, ERP is widely implemented in discrete manufactories,financial companies, telecom enterprises, and public institutes. Meanwhile, it canbe implemented in continuous process manufacturing industry, called ERP ofcontinuous process industry.
In this thesis, taking the medium-sized and small enterprises as an example,several basic theories and key technologies of how to design and implement ERPand its subsystems are introduced. It discussed the fundamentals ,basic the oriesandtechnology which the big and medium-sized enterprises realize ERP system andrelated module from the engineering angle.
In chapter one, the fundamental concept ,the present condition and the problemof ERP is introduced. It points the background and aim of this research topic. Themain content and structure of this thesis is introduced.
In chapter two, the concept of ERP, technology character, present appliedsituation and developing trend are introduced in great detail. Then put forward thatthe possibility and the necessity of ERP implementation. The chapter also introducesthe concept of SMS, sale management system, and its characteristic, and presentsthe function of ERP and the importance of SMS module.In chapter three, taking SMS of the medium-sized and small enterprises as anexample, the designing basis of manufacturing ERP are introduced. From thedevelopment background, the system is analyzed from the view of the business dataflow and the function module, and requirement analysis and UML systematicmodel are realized according to the designing requirement of the system.
In chapter four, the design of the sale management system and plan how tosolve the problem is introduced. The plan how to develop the sale managementsystem and the data base are discussed and analysed.In chapter five, the sale management system is introduced..The interrelatedconception of the main technology and MIDAS and development tool of system areintroduced in this part.
The last chapter summarized the whole paper and presents the works need to doin future.
引文
[1] 管理新视野ERP与供应链管理 朱春燕等 中国电子音像出版社1999．11
[2] AMT ERP研究小组ERP初阶(一)：走进ERP：www.amteam.org
[3] AMT王凯ERP思想、软件与系统，www.amteam.org
[4] ERP基本知识(二)：ERP概念与发展阶段：www.chinassb.com
[5] 刘慧 供应链管理，中国人民大学出版社2002．7
[6] 面向对象法研究小组 面向对象的建模技术www.chinassb.com
[7] 张华钦 企业MIS建设之路 电子和信息化 1999．11
[8] 陈惟彬 Delphi进销存程序设计 清华大学出版社2002．10
[9] 罗会涛 精通MS SQL SERVER 7.0 电子工业出版社1999
[10] 王勇领 系统分析和设计 清华大学出版社 1991
[11] 陈启申 供应链管理与企业资源设计(ERP)企业管理出版社2001．9
[12] 周明，孙树栋 遗传算法原理及应用，国防大学出版社1999．6
[13] 张玉珍，黄东。浅析多层结构及其在Delphi中的实现，计算机工程与设计，2002．23(6)-35-37
[14] 王涛 多层分布式数据库实战 清华大学出版社2000．8
[15] Fayyad. U. Piatesky-Shapiro. G. Smyth. P. The KDD Process for Extracting Useful Knowledge from volnmes of Data. Communication Of the ACM, 39 (11): 27-34, 1996
[16] Roger S．Pressman．软件工程实践者的研究方法(Software Engineering A Practitioner′s Approach)，机械工业出版社，2002．10
[17] Mitchell. A. Why Intimay is Vital to Customer Relation-ships[J]. Marketing Week, 2003, 21 (37): 30-31
[18] James H, Gilmore B. Joseph Pine Ⅱ, Market of One, Part Ⅱ 4 Do you want to keep your customers forever [M]. Boston: Harvard Business School press, 2002
[19]Philip Kotler. Marketing Management : Analysis , Planning, Implementation, and Control (Ninth Edition) [M]. Prentice2 Hall, Inc. , 2004, 1
[20]De Meyer A, Ferdows K. Intergration of Information System in Manufacturing [J]. International Journal of Operations and Production Management , 2004, 5 (2): 5-12
[2] AMT ERP研究小组ERP初阶(一)：走进ERP：www.amteam.org
[3] AMT王凯ERP思想、软件与系统，www.amteam.org
[4] ERP基本知识(二)：ERP概念与发展阶段：www.chinassb.com
[5] 刘慧 供应链管理，中国人民大学出版社2002．7
[6] 面向对象法研究小组 面向对象的建模技术www.chinassb.com
[7] 张华钦 企业MIS建设之路 电子和信息化 1999．11
[8] 陈惟彬 Delphi进销存程序设计 清华大学出版社2002．10
[9] 罗会涛 精通MS SQL SERVER 7.0 电子工业出版社1999
[10] 王勇领 系统分析和设计 清华大学出版社 1991
[11] 陈启申 供应链管理与企业资源设计(ERP)企业管理出版社2001．9
[12] 周明，孙树栋 遗传算法原理及应用，国防大学出版社1999．6
[13] 张玉珍，黄东。浅析多层结构及其在Delphi中的实现，计算机工程与设计，2002．23(6)-35-37
[14] 王涛 多层分布式数据库实战 清华大学出版社2000．8
[15] Fayyad. U. Piatesky-Shapiro. G. Smyth. P. The KDD Process for Extracting Useful Knowledge from volnmes of Data. Communication Of the ACM, 39 (11): 27-34, 1996
[16] Roger S．Pressman．软件工程实践者的研究方法(Software Engineering A Practitioner′s Approach)，机械工业出版社，2002．10
[17] Mitchell. A. Why Intimay is Vital to Customer Relation-ships[J]. Marketing Week, 2003, 21 (37): 30-31
[18] James H, Gilmore B. Joseph Pine Ⅱ, Market of One, Part Ⅱ 4 Do you want to keep your customers forever [M]. Boston: Harvard Business School press, 2002
[19]Philip Kotler. Marketing Management : Analysis , Planning, Implementation, and Control (Ninth Edition) [M]. Prentice2 Hall, Inc. , 2004, 1
[20]De Meyer A, Ferdows K. Intergration of Information System in Manufacturing [J]. International Journal of Operations and Production Management , 2004, 5 (2): 5-12