The following article comes from the vernacular talk about IT, the author Journey to the West
When planning solutions for customers, it is customary to guide customers to take one or two systems as the core platform and run through the overall business scenario. The collaborative operation platform is mainly OA and extends to multi-system application construction, while the production and operation platform is mainly ERP and integrated to the surrounding business systems.
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The author of this article: Journey to the West. It was originally released by the official account "Vernacular Chat IT", and was released by Digital Enterprise with authorization.
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At present, they are all doing low-code, and there are many vendors who extend ERP to the image of "anything goes". However, professional software does professional things, professional things are done by professional people, and the gears are aligned to maximize value. There is no need to overturn history and rebuild the convergence platform, how to solve the problem is the key.
Based on the design of ERP as the core production and operation platform, it is necessary to realize multi-system integration to avoid business silos. The core of the multi-system integration project has many test elements, such as business combing, integration scheme, handshake method, and development technology, among which "clearly positioning the role of the system in the business operation process and building a scheme in combination with the scenario" is the key to affecting the integration effect.
In general, the multi-system integration with ERP as the core can be summarized as:
"Integrated approval to grasp OA, integrated design to grasp PLM, integrated production to grasp MES, integrated sales to grasp CRM, integrated warehousing to grasp WMS, integrated procurement to grasp SRM, integrated human to grasp HR. As shown in the picture:
▼ View the picture horizontally
01
Integration of ERP and OA systems
(1). Business approval flow integration: the approval process of sales, procurement and other initiated in the ERP system can be integrated into the OA system, and the approval results are fed back to the ERP system.
(2). Basic data synchronization and integration: employee information, customer information, supplier information, etc. in the ERP system can be synchronized to the OA system to ensure that the data in the two systems are consistent and avoid repeated input and errors.
(3). Message and notification integration: key events and notifications in the ERP system can be pushed to the OA system, such as order status updates, inventory warnings, etc., so that relevant personnel can respond in a timely manner.
(4). Single sign-on: Through single sign-on and unified user identity authentication, employees can seamlessly access the ERP system after logging in to the OA system, and at the same time, authority management can also ensure data security.
02
Integration of ERP with PLM systems
(1). Product design data: Product design data in the PLM system, such as bill of materials (BOM), process route, etc., can be automatically transmitted to the ERP system, and the ERP system uses product data for material requirements planning (MRP), inventory management and cost analysis to ensure that the materials and costs of production are effectively controlled.
(2). Change management: When the product design changes in the PLM system, these changes can be synchronized to the ERP system to automatically update the relevant production plan, bill of materials and cost estimate.
(3). Supplier collaboration: The supplier information and parts data in the PLM system can be integrated with the procurement module of the ERP system to optimize supply chain management and ensure the supply and quality of parts.
(4). Customer demand management: market research and customer feedback in the PLM system can be integrated with the sales and customer relationship management module of the ERP system to help enterprises fully consider the market demand in the product design stage.
(5). Project management integration: The project management function in the ERP system can be integrated with the product development project in the PLM system to ensure that the project is completed on time, on budget, and meets the design requirements.
03
Integration of ERP with MES system
(1) Production plan integration: The production plan in the ERP system can be used as the input of the MES system, and the MES system carries out detailed production scheduling and work instructions according to these plans.
(2) MRP integration: The material requirement planning in the ERP system can be synchronized with the material consumption and inventory management in the MES system to ensure the timely supply of materials on the production line and minimize the inventory.
(3) Order management integration: customer orders are transmitted from the ERP system to the MES system, and the MES system arranges production according to the order requirements, and feeds back the order status to the ERP system in real time.
(4) Equipment management integration: The equipment operation data and maintenance records in the MES system can be integrated with the ERP system to facilitate equipment maintenance planning and cost analysis.
(5) Production tracking integration: The MES system provides real-time production tracking data, such as work order progress, work-in-progress status, etc., which can be synchronized to the ERP system for the management to monitor the production status.
04
ERP integration with CRM systems
(1) Customer information sharing: customer information, contacts, transaction history, etc. in the CRM system can be synchronized to the ERP system to ensure that the data in the two systems is consistent and avoid repeated input and errors.
(2) Sales orders and financial management: The sales orders in the CRM system can be automatically transferred to the ERP system for financial management and order fulfillment, and to ensure the timely delivery and accurate billing of customer orders.
(3) Inventory and logistics management: The inventory and logistics information in the ERP system can be integrated with the CRM system to provide customers with accurate inventory status and delivery time.
(4) Marketing and sales forecasting: Marketing activities and sales forecasting in the CRM system can be integrated with the ERP system to help enterprises with production planning, inventory management and resource allocation.
(5) Customer service and support: Customer service records and problem solving in the CRM system can be integrated with the ERP system to provide better customer service and support and improve customer satisfaction.
(6) Quotation and pricing management: The quotation and pricing information in the CRM system can be integrated with the ERP system to ensure the accuracy and consistency of the sales quotation.
05
Integration of ERP with WMS system
(1) Inventory synchronization: The real-time inventory data in the WMS system can be synchronized to the ERP system to ensure that the inventory records in the two systems are consistent and avoid inventory discrepancies and duplication of work.
(2) Order management integration: sales orders, purchase orders and other information in the ERP system can be transmitted to the WMS system, and the WMS picks, packs and ships according to these order information.
(3) Inbound and outbound integration: The inbound and outbound operations in the WMS system can automatically update the inventory records in the ERP system, as well as the related financial and order status.
(4) Logistics integration: The logistics information in the WMS system, such as waybill number, carrier, etc., can be synchronized to the ERP system to facilitate the tracking of orders and the calculation of logistics costs.
(5) Return processing integration: The WMS system can receive return instructions from the ERP system and manage the return process, including acceptance, quality inspection, re-warehousing, etc.
(6) Location management integration: The location data in the WMS system can be integrated with the ERP system to optimize the inventory layout and location allocation.
(7) Batch and serial number tracking: The batch and serial number tracking information in the WMS system can be synchronized to the ERP system for industries with high compliance requirements, such as medicine, food, etc.
06
ERP integration with SRM systems
(1) Supplier information sharing: Supplier information, contact persons, qualification documents, etc. in the SRM system can be synchronized to the ERP system to ensure that the data in the two systems are consistent and avoid repeated input and errors.
(2) Purchase order and contract management: The purchase orders and contracts in the SRM system can be automatically transferred to the ERP system for financial management and order fulfillment, and to ensure the timely delivery and accurate billing of supplier orders.
(3) Inventory and logistics management: The inventory and logistics information in the ERP system can be integrated with the SRM system to provide suppliers with accurate inventory status and delivery time, and improve supply chain efficiency.
(4) Supplier performance evaluation: The supplier performance evaluation results, quality management and compliance inspection in the SRM system can be integrated with the ERP system to help enterprises optimize supplier selection and procurement decisions.
(5) Quotation and pricing management: The supplier quotation and pricing information in the SRM system can be integrated with the ERP system to ensure the accuracy and consistency of the purchase quotation.
07
ERP integration with HR systems
(1) Employee information management: Employee information in the HR system, such as personal information, position, salary, etc., can be synchronized to the ERP system for finance, cost accounting, resource allocation and other modules.
(2) Payroll and benefits management: The salary calculation and benefit management information in the HR system can be integrated with the financial module of the ERP system to ensure the accurate payment of employee compensation and related tax treatment.
(3) Attendance and working hours management: Attendance records and working hours information in the HR system can be integrated with the ERP system for calculating wages, working hour cost analysis, and production scheduling.
(4) Recruitment and talent management: The resource planning and budget information in the ERP system can be integrated with the recruitment and talent management module of the HR system to help enterprises carry out talent planning and recruitment activities according to business needs.
(5) Resignation management: The employee resignation process in the HR system can be integrated with the ERP system to automatically handle the salary settlement, benefit termination and related legal compliance matters of the departing employees.
Multi-system integration is a complex process that requires in-depth consideration of detailed architecture design, data mapping and conversion, performance and scalability, error handling and fault tolerance mechanisms, user identity and permission management, system integration testing, etc.