An automated procurement method for equipment spare parts

Abstract

This invention discloses an automated procurement method for equipment spare parts, relating to the field of equipment spare parts procurement technology. This invention changes the original method of manual inventory checks by designated personnel, replacing it with a system that automatically generates spare parts procurement suggestions based on safety stock, timely stock, and quantities in transit. This invention also changes the original approval control node—the purchase requisition form—to approval of purchase suggestions. At a fixed time each month, the system automatically generates relevant procurement suggestions based on the safety stock configuration for equipment spare parts, then confirms and executes the procurement suggestions (submitting for approval). After approval, a purchase requisition form in the EAS (Equipment Assistance System) and a mall order in the SRM (Shopping Management System) mall are generated, both in an approved status. This process only requires the business department to operate within one system. After the safety stock is set, the department only needs to periodically check and confirm the application suggestions and submit them for approval when making monthly procurement plans, significantly reducing the procurement application time for the business department.

Description

Technical Field

[0001] This invention relates to the field of equipment spare parts procurement technology, and more specifically to an automated procurement method for equipment spare parts. Background Technology

[0002] Equipment spare parts refer to commonly used spare parts such as bolts, nuts, gaskets, valves, flanges, pipe fittings (including elbows, straight fittings, tees, crosses, seamless pipes, reducers, etc.), channel steel, angle iron, flat iron, and metal hoses, as well as equipment-specific spare parts. To ensure the normal operation of production equipment and facilities and to manage the consumption of spare parts, it is necessary to procure and maintain these spare parts.

[0003] With the continuous development of business, the inventory of spare parts for production equipment is large, and there is a phenomenon of duplicate purchases of spare parts in daily procurement. In order to standardize the management of spare parts, it is necessary to systematically manage spare parts by category, reduce unnecessary operations, improve work efficiency, and reduce the inventory of spare parts.

[0004] In the existing technology, the methods for procuring equipment spare parts are as follows: Figure 2 As shown, the details are as follows:

[0005] 1. Check the inventory of relevant spare parts offline;

[0006] 2. Based on experience, determine which spare parts need to be purchased and in what quantities;

[0007] 3. Create a purchase requisition form in EAS and submit it for approval;

[0008] 4. System error (Material XX belongs to the online store purchase);

[0009] 5. Modify the purchase requisition form (delete materials belonging to the online store purchase) and submit it for review;

[0010] 6. Add purchase orders for materials purchased from the online store in SRM.

[0011] The above procurement methods are time-consuming and labor-intensive, with each application involving repetitive work. Each department is requesting commonly used materials, resulting in duplicate purchases and high inventory costs. Summary of the Invention

[0012] To overcome the shortcomings of existing technologies, this invention discloses an automated procurement method for equipment spare parts. The purpose of this invention is to address the problems of time-consuming and labor-intensive procurement methods, repetitive work with each application, duplicate purchases by each department for frequently used materials, and high inventory costs. This invention automatically generates relevant procurement suggestions based on the safety stock configuration for spare parts at a fixed time each month. These suggestions are then confirmed and executed (submitted for approval). After approval, a purchase requisition in the EAS (Electronic Equipment System) and a mall order in the SRM (Sales Management System) are generated, both in an approved state. This process requires only one system operation from the business department. After setting the safety stock, the department only needs to periodically check and confirm the application suggestions and submit them for approval when making monthly procurement plans, significantly reducing the procurement application time for the business department.

[0013] In this invention, EAS refers to an intelligent manufacturing management system (including HR management, financial management, supply chain management, and sales management). It is used by capital-controlled, strategic-controlled, and operational-controlled group enterprises, and can provide solutions for group financial control, group strategic control, group human resource control, corporate governance, and business intelligence analysis. It provides group enterprises with efficient operation and management solutions for complex internal transactions, collaborative supply chains, intelligent manufacturing, and large enterprise industrial internet platforms. It provides a completely independent and controllable solution based on domestically produced operating systems, databases, and application software to help enterprises improve management efficiency.

[0014] SRM refers to Supplier Relationship Management System, which is used to build a one-stop digital procurement management platform covering the entire process, all scenarios, and the entire lifecycle of procurement operations. By eliminating digital breakpoints in the entire chain, including supplier management, sourcing management, order management, delivery management, quality management, and reconciliation and settlement, and connecting with other internal systems (such as EAS and Yunzhijia), it achieves online and digital management of the entire procurement process, improving the procurement experience. The introduction of new systems with automation, intelligence, and big data technologies will make procurement more intelligent, thereby further reducing costs and increasing efficiency, improving compliance, and enhancing the overall control of supply chain procurement.

[0015] To achieve the above objectives, the technical solution adopted by the present invention is as follows:

[0016] An automated procurement method for equipment spare parts includes the following steps:

[0017] S1. Within a fixed time period, EAS automatically generates procurement recommendations for equipment spare parts based on safety stock quantity, timely stock quantity, and quantity in transit.

[0018] In this invention, safety stock refers to a buffer inventory prepared to prevent ordering demand from being affected by uncertainties (such as sudden equipment failure requiring urgent handling or supplier delays in delivery). Safety stock is used to meet advance demand. Procurement recommendations are generated using safety stock because it ensures that the inventory of spare parts and components meets the minimum requirements for timely handling of production equipment and facility failures.

[0019] Real-time inventory refers to the actual inventory within the query period. Real-time inventory is used to generate procurement recommendations because it ensures the accuracy of the quantities requested in equipment spare parts procurement recommendation forms.

[0020] The quantity of spare parts in transit refers to the quantity of equipment spare parts that have been approved on the purchase requisition form, or that the supplier has accepted the order and is in production, or that the supplier has shipped the goods and they are en route. The quantity in transit is used to generate purchase recommendations because it ensures the accuracy of the quantities requested on the equipment spare parts purchase recommendation form.

[0021] Preferably, in step S1, when generating the purchase quantity for the purchase recommendation, the relationship between the safety stock quantity, the just-in-time stock quantity, and the quantity in transit is: purchase quantity = safety stock quantity minus just-in-time stock quantity minus quantity in transit. When the difference is greater than 0, a purchase requisition form is generated; when it is less than or equal to 0, a purchase requisition form is not generated.

[0022] Preferably, in step S1, EAS also automatically generates procurement suggestions for equipment spare parts based on the batch maintenance material classification and the binding of the supervisor, the configuration requirement application generation date and time information.

[0023] In this invention, the procurement suggestions are generated by using the information of "batch maintenance of material classification and binding of supervisors" because: it ensures that the equipment spare parts requisition approval process can proceed normally. That is to say, all spare parts requisitions in the company must be approved by the leadership. If leadership approval is required, a designated person must submit the application. Therefore, equipment spare parts are classified according to the corresponding material code and the code is assigned to a designated person for management.

[0024] The reason for using the "date and time of configuration requirement application generation" information to generate procurement suggestions is: in order to improve the efficiency of equipment spare parts approval, a procurement requirement suggestion form is generated at a fixed time every month, so that the supervisor can verify and submit the procurement requirement suggestion form, and the superior leader can approve it in a timely manner during this period.

[0025] S2 and EAS’s dedicated management module reconfirm the procurement proposal and send the confirmed procurement proposal to EAS’s business approval module.

[0026] Preferably, in step S2, the dedicated management module of EAS periodically reconfirms the generated procurement suggestions. If the material has already been put on the shelf, a shelf label is added to the target row; if only one supplier has put it on the shelf, the system defaults; if multiple suppliers have put it on the shelf, the supplier column is marked as required in yellow. After all fields are filled in, the suggestions are sent to the business approval module for one-time review of multiple types of applications.

[0027] Preferably, in step S2, the dedicated management module of the EAS generates a viewing instruction to view the material details of the procurement suggestion, and sends a selection instruction to the procurement suggestion execution table to select and generate a procurement suggestion.

[0028] In step S2 above, the dedicated management module of EAS can view the detailed material information of the procurement proposal and can select to generate procurement proposals in the procurement proposal execution table.

[0029] S3, the business approval module approves the procurement suggestions; after approval, for non-Mall procurement materials, EAS generates an approved procurement application form and proceeds to step S4; for Mall procurement materials, EAS sends its demand application to SRM, and SRM generates a saved Mall order based on the demand application and the Mall material supplier ratio, and proceeds to step S5.

[0030] In this invention, "materials procured through the online marketplace" refers to spare parts and components that can be found and ordered from the company's SRM online marketplace. "Materials not procured through the online marketplace" refers to spare parts and components that cannot be found on the company's SRM online marketplace; that is, the SRM online marketplace does not have this specific specification or model of spare part, and procurement must be carried out through the company's EAS process.

[0031] S4. EAS sends the approved purchase requisition to SRM. SRM sources suppliers, conducts bidding, and signs purchase agreements for the spare parts in the purchase requisition. After completion, it sends the results back to EAS to generate a purchase contract. SRM also reviews the purchase requisition and sends the review information to EAS. EAS generates a purchase order based on the purchase contract and the review information of the purchase requisition and proceeds to step S6.

[0032] The dedicated management modules of S5 and SRM check the mall orders. After confirming that there are no errors, they send the mall orders to the business approval module of EAS for approval. After approval, they send the mall orders back to SRM for review. After review, the review information is sent to EAS. EAS generates a purchase order based on the mall order review information and enters the S6 step.

[0033] S6 and EAS enter the inbound process and write back the request.

[0034] In the above steps, the warehousing process refers to the generation of a purchase receipt in the EAS system after the warehouse receives the goods (this receipt serves as the basis for settlement between finance and the supplier). The reverse write-back request refers to the process of writing the warehousing data back into the SRM system so that the supplier knows how much has been received. This reverse write-back data can then be used for subsequent purchase settlements. The purpose is to facilitate invoicing later, allowing for a comparison between the requested spare parts and the received goods.

[0035] Preferably, in the EAS, a new safety stock maintenance module for equipment spare parts is added under Path Supply Chain Management—Inventory Management—Basic Data. The safety stock maintenance module for equipment spare parts is used to perform batch maintenance on the safety stock of equipment spare parts materials.

[0036] In this invention, a new option, "Equipment Spare Parts Safety Stock Maintenance," is added under the path "Supply Chain Management—Inventory Management—Basic Data." This ensures that the safety stock of equipment spare parts can be maintained in batches at any time. The system will periodically calculate procurement suggestions and generate documents based on the safety stock materials. (This table requires organizational isolation and is only valid for the current organization, or you can directly use the safety stock field under the material's "Inventory Data.")

[0037] Table fields include: material code, material name, specifications, inventory unit, safety stock quantity, inventory organization, status (enabled / disabled), and whether it is purchased from the online store.

[0038] Preferably, in the EAS, a new "Mall Material Procurement Table" module is added under "Path Supply Chain Management - Inventory Management - Basic Data". When a supplier and purchase price are specified for a certain material in the SRM, the relevant data is synchronized to the "Mall Material Procurement Table" module.

[0039] In this invention, a new "Mall Material Procurement Table" is added under the path "Supply Chain Management - Inventory Management - Basic Data". When a purchasing agent in the SRM system specifies a supplier and purchase price for a certain material, the relevant data needs to be synchronized to the "Mall Material Procurement Table" in EAS.

[0040] Table related fields: Material code, Material name, Specifications, Inventory unit, Supplier, Purchase price (including tax), Tax rate, Inventory organization, Status (enabled / disabled), Validity period (Missing fields need to be added by the SRM system).

[0041] Preferably, in the EAS, a new module for maintaining the designated personnel of a material category is added under Path Supply Chain Management—Inventory Management—Basic Data. The module for maintaining the designated personnel of a material category has access control and binds the material category to the corresponding designated personnel. The EAS generates multiple procurement suggestions based on the module for maintaining the designated personnel of the material category. When there is no designated personnel, the procurement suggestion generation fails and an error is reported. The error information includes the material code or the material category code.

[0042] In this invention, a new feature called "Maintenance of Material Category Administrators" is added under the path "Supply Chain Management - Inventory Management - Basic Data" to bind material categories with their corresponding administrators. The system will periodically generate multiple procurement suggestions based on the "Planner of Material Category" (the procurement suggestions are split according to the planner). The procurement suggestions need to go through the relevant processes based on the planner's submission (this table needs to be isolated by organization and is only valid for the current organization).

[0043] Table fields: Material category code, Material category name, Responsible person (employee name), Employee ID (employee ID), Inventory organization.

[0044] Risk 1: If a material category does not have a corresponding administrator, but safety stock has been maintained, how should the system indicate the submitting personnel when generating suggestions? (1. For materials without an administrator, prompt that suggestion generation failed, and the error message should include the [Material Code] or [Material Category Code]; 2. The [Administrator] value for the material category in the [Purchase Suggestion Execution Table] should be empty; this field should be highlighted).

[0045] Risk 2: How to control the submission of procurement suggestions from other supervisors by designated supervisors; (The system needs to set up permission management based on the [special supervisor to which the material category belongs].

[0046] Preferably, in the EAS, a safety stock material procurement suggestion maintenance module is added under Path Supply Chain Management—Inventory Management—Inventory Planning. The safety stock material procurement suggestion maintenance module generates several procurement suggestions on a monthly basis based on the equipment spare parts safety stock maintenance module and the material category's assigned manager maintenance module.

[0047] In this invention, a new option, "Maintain Safety Stock Material Procurement Suggestions," is added under the path "Supply Chain Management—Inventory Management—Inventory Planning." The system automatically generates several procurement suggestions at 6:00 AM on the 5th and 20th of each month based on the "Safety Stock of Equipment Spare Parts" and the "Maintenance of Material Category Administrators." (Orders are split into groups based on "Material + Administrator." (In the early stages of project launch, administrators can manually select and execute generated suggestions in the "Procurement Suggestion Execution Table." After the function is stabilized, a scheduled task can be set to automatically generate procurement suggestions.)

[0048] Control points: This document does not support manual addition. The person submitting the document must be the designated administrator for this procurement suggestion. The automatic generation time can be configured by the user. It supports controlling whether to enable it through parameter configuration and supports process configuration. The suggested quantity cannot be modified.

[0049] Preferably, in step S1, when generating the purchase quantity of the purchase recommendation, the purchase quantity calculation logic is purchase quantity = safety stock quantity minus timely stock quantity minus in-transit quantity. When the safety stock quantity is less than the set value, purchase is required. If the safety stock quantity is greater than or equal to its set value, no purchase request is generated and no purchase quantity is required.

[0050] Preferably, in step S1, the quantity in transit is the sum of the quantity of non-mall materials in transit and the quantity of mall materials in transit.

[0051] Preferably, the specific values ​​for the quantity of non-Mall materials in transit are as follows:

[0052] If the purchase list has been approved but there are no downstream purchase receipt approval documents, the quantity of non-Mall materials in transit shall be the quantity approved in the purchase requisition form.

[0053] If the purchase requisition has been approved and there are downstream purchase receipt documents, the quantity of non-Mall materials in transit is the quantity approved in the purchase requisition minus the quantity purchased and received.

[0054] If the purchase requisition has been closed, there is an approved purchase contract or purchase order, but no downstream purchase receipt documents, then the quantity of non-Mall materials in transit is taken as the quantity of the purchase contract or purchase order.

[0055] If the purchase requisition has been closed, but there is an approved purchase contract or purchase order and downstream purchase receipt documents, then the quantity of non-Mall materials in transit is the quantity of the purchase contract or purchase order minus the purchase receipt quantity.

[0056] If the purchase requisition, purchase contract, or purchase order has been closed, the quantity of non-Mall materials in transit will be 0.

[0057] Preferably, the specific values ​​for the quantity of materials in transit in the mall are as follows:

[0058] If the purchase contract and purchase order have been reviewed, but the purchase receipt has not been reviewed, the quantity of materials in transit in the mall will be the quantity of the purchase order.

[0059] If the purchase contract and purchase order have been reviewed and the purchase receipt has been reviewed, the quantity of materials in transit in the mall is the quantity of the purchase order minus the quantity of the purchase receipt.

[0060] If the purchase order has been closed, the quantity of materials in transit in the mall will be 0.

[0061] If a material is converted from a non-Mall material to a Mall material this month, the quantity in transit will be the cumulative value of both Mall material and non-Mall material business logics.

[0062] Table-related fields: [Document Code], [Line Number], [Material Code], [Material Category Code], [Department Head], [Suggested Purchase Quantity], [Safety Stock Quantity], [Timely Stock Quantity], [Quantity in Transit], [Suggested Purchase Quantity], [SRM Material Information Link], [Supplier], [Tax-Inclusive Unit Price], [Tax Rate], [Tax-Inclusive Amount]. Other fields are similar to those in the purchase requisition form.

[0063] Risk Point 3: Once a procurement suggestion is generated, how to handle changes or cancellations to create a closed loop? (Procurement suggestions can be deleted. After deletion, the [Procurement Suggestion Execution Table] will be updated to show an unexecuted status. If the quantity is modified, the relevant data will be written back to the [Procurement Suggestion Execution Table]).

[0064] Preferably, in the EAS, a new procurement suggestion execution table module is added under Supply Chain Management—Inventory Management—Inventory Planning. When a material detail row in the procurement suggestion execution table module that is not executed is selected, its corresponding procurement suggestion is generated.

[0065] In this invention, a new "Purchase Recommendation Execution Table" is added under the path "Supply Chain Management - Inventory Management - Inventory Planning". Each specialist can select the material details row with the "Not Executed" status and then click the function button "Generate Purchase Recommendation".

[0066] Table-related fields: [Material Code], [Safety Stock Quantity], [Timely Stock Quantity], [Quantity in Transit], [Suggested Purchase Quantity], [Execution Status] (Not Executed / Executed), [Material Category Code], [Responsible Person], [Executed Quantity] (Quantity approved by downstream purchase requisitions or purchase orders approved by the SRM system marketplace).

[0067] The beneficial effects of this invention are:

[0068] This invention changes the original practice of equipment spare parts managers manually and continuously querying inventory information. Instead, the system automatically generates spare parts purchase recommendations based on safety stock, timely stock, and quantities in transit. Its advantages include standardizing equipment spare parts management, eliminating the need for dedicated personnel to manage spare parts by category, reducing the workload of equipment spare parts managers, improving their work efficiency, avoiding duplicate purchases, and reducing equipment spare parts inventory.

[0069] This invention changes the original approval and control node—the purchase requisition form—into an approval purchase suggestion form. Its advantage is that it facilitates timely correction of quantities exceeding the safety stock on the spare parts purchase suggestion form. That is, the quantity of spare parts to be purchased cannot be modified on the purchase requisition form, but the quantity of spare parts to be purchased can be modified on the purchase suggestion form automatically generated by the system, thus avoiding the requisition quantity of spare parts exceeding the safety stock quantity.

[0070] This invention changes the original manual creation of purchase requisition forms in EAS and manual creation of purchase orders in SRM. Instead, the system automatically generates purchase requisition forms in the EAS and online store orders in the SRM based on the already approved purchase suggestions. Its advantage is that the system's automatic data capture is more accurate and faster than manual operation, reducing the workload of equipment spare parts managers and improving their work efficiency.

[0071] This invention reduces the workload of equipment spare parts managers by reducing the need to submit purchase requests in different systems, thereby improving work efficiency and reducing repetitive work.

[0072] This invention establishes a safety stock, standardizes procurement plans, avoids duplicate purchases, and reduces the inventory of equipment spare parts. Attached Figure Description

[0073] Figure 1 This is a flowchart of the present invention;

[0074] Figure 2 This is a flowchart of existing technology. Detailed Implementation

[0075] The following will provide a clear and complete description of the concept, specific structure, and technical effects of the present invention in conjunction with the embodiments and accompanying drawings, so as to fully understand the purpose, features, and effects of the present invention.

[0076] Example 1

[0077] An automated procurement method for equipment spare parts, such as Figure 1 As shown, it includes the following steps:

[0078] S1. Within a fixed time period, EAS automatically generates procurement recommendations for equipment spare parts based on safety stock quantity, timely stock quantity, and quantity in transit.

[0079] In step S1, when generating the purchase quantity for the purchase recommendation, the relationship between the safety stock quantity, the just-in-time stock quantity, and the quantity in transit is: Purchase quantity = Safety stock quantity minus just-in-time stock quantity minus quantity in transit. When the difference is greater than 0, a purchase requisition form is generated; when it is less than or equal to 0, a purchase requisition form is not generated.

[0080] In step S1, EAS also automatically generates procurement suggestions for equipment spare parts based on the batch maintenance material classification and the binding of the supervisor, the configuration requirement application generation date and time information.

[0081] S2 and EAS’s dedicated management module reconfirm the procurement proposal and send the confirmed procurement proposal to EAS’s business approval module.

[0082] In step S2, the EAS management module periodically reconfirms the generated procurement suggestions. If the material has already been put on the shelf, a shelf label is added to the target row. If only one supplier has put it on the shelf, the system defaults to this. If multiple suppliers have put it on the shelf, the supplier column is marked as required in yellow. After all fields are filled in, the suggestion is sent to the business approval module for one-time review of multiple types of applications.

[0083] In step S2, the dedicated management module of the EAS can view the detailed material information of the procurement proposal and can select to generate procurement proposals in the procurement proposal execution table.

[0084] S3, the business approval module approves the procurement suggestions; after approval, for non-Mall procurement materials, EAS generates an approved procurement application form and proceeds to step S4; for Mall procurement materials, EAS sends its demand application to SRM, and SRM generates a saved Mall order based on the demand application and the Mall material supplier ratio, and proceeds to step S5.

[0085] S4. EAS sends the approved purchase requisition to SRM. SRM sources suppliers, conducts bidding, and signs purchase agreements for the spare parts in the purchase requisition. After completion, it sends the results back to EAS to generate a purchase contract. SRM also reviews the purchase requisition and sends the review information to EAS. EAS generates a purchase order based on the purchase contract and the review information of the purchase requisition and proceeds to step S6.

[0086] The dedicated management modules of S5 and SRM check the mall orders. After confirming that there are no errors, they send the mall orders to the business approval module of EAS for approval. After approval, they send the mall orders back to SRM for review. After review, the review information is sent to EAS. EAS generates a purchase order based on the mall order review information and enters the S6 step.

[0087] S6 and EAS enter the inbound process and write back the request.

[0088] Example 2

[0089] This embodiment further elaborates on Embodiment 1, and further develops the existing EAS as follows:

[0090] 1. Maintenance of equipment spare parts safety stock

[0091] In the EAS, a new safety stock maintenance module for equipment spare parts is added under Path Supply Chain Management—Inventory Management—Basic Data. The safety stock maintenance module for equipment spare parts is used to perform batch maintenance on the safety stock of equipment spare parts materials.

[0092] In this embodiment, a new option, "Equipment Spare Parts Safety Stock Maintenance," is added under the path "Supply Chain Management—Inventory Management—Basic Data." This ensures that the safety stock of equipment spare parts can be maintained in batches at any time. The system will periodically calculate procurement suggestions and generate documents based on the safety stock materials. (This table needs to be isolated by organization and is only valid for the current organization, or you can directly use the safety stock field under the material's "Inventory Data.")

[0093] Table fields include: material code, material name, specifications, inventory unit, safety stock quantity, inventory organization, status (enabled / disabled), and whether it is purchased from the online store.

[0094] 2. Synchronize SRM's online store materials and supplier information.

[0095] In the EAS, a new "Mall Material Procurement Table" module is added under "Path Supply Chain Management - Inventory Management - Basic Data". When a supplier and purchase price are specified for a certain material in the SRM, the relevant data is synchronized to the "Mall Material Procurement Table" module.

[0096] In this embodiment, a new "Mall Material Procurement Table" is added under the path "Supply Chain Management - Inventory Management - Basic Data". When a purchasing agent in the SRM system specifies a supplier and purchase price for a certain material, the relevant data needs to be synchronized to the "Mall Material Procurement Table" in EAS.

[0097] Table related fields: Material code, Material name, Specifications, Inventory unit, Supplier, Purchase price (including tax), Tax rate, Inventory organization, Status (enabled / disabled), Validity period (Missing fields need to be added by the SRM system).

[0098] 3. Material classification supervisor

[0099] In the EAS, a new module for maintaining the designated personnel of a material category is added under Path Supply Chain Management—Inventory Management—Basic Data. This module has access control and binds the material category to the corresponding designated personnel. The EAS generates multiple procurement suggestions based on the designated personnel of the material category. When there is no designated personnel, the procurement suggestion generation fails and an error is reported. The error message includes the material code or the material category code.

[0100] In this embodiment, a new item, "Maintenance of Material Category Administrators," is added under the path "Supply Chain Management - Inventory Management - Basic Data" to bind material categories with their corresponding administrators. The system will periodically generate multiple procurement suggestions based on the "Planner of Material Category" (the procurement suggestions are split according to the planner). The procurement suggestions need to go through the relevant processes based on the planner's submission (this table needs to be isolated by organization and is only valid for the current organization).

[0101] Table fields: Material category code, Material category name, Responsible person (employee name), Employee ID (employee ID), Inventory organization.

[0102] Risk 1: If a material category does not have a corresponding administrator, but safety stock has been maintained, how should the system indicate the submitting personnel when generating suggestions? (1. For materials without an administrator, prompt that suggestion generation failed, and the error message should include the [Material Code] or [Material Category Code]; 2. The [Administrator] value for the material category in the [Purchase Suggestion Execution Table] should be empty; this field should be highlighted).

[0103] Risk 2: How to control the submission of procurement suggestions from other supervisors by designated supervisors; (The system needs to set up permission management based on the [special supervisor to which the material category belongs].

[0104] 4. Equipment spare parts procurement and maintenance recommendations

[0105] In the EAS, a new safety stock material procurement suggestion maintenance module is added under Path Supply Chain Management—Inventory Management—Inventory Planning. The safety stock material procurement suggestion maintenance module generates several procurement suggestions on a monthly basis based on the equipment spare parts safety stock maintenance module and the material category's assigned manager maintenance module.

[0106] In this embodiment, a new option, "Maintain Safety Stock Material Procurement Suggestions," is added under the path "Supply Chain Management—Inventory Management—Inventory Planning." The system automatically generates several procurement suggestions before 6:00 AM on the 5th and 20th of each month based on the "Safety Stock of Equipment Spare Parts" and the "Maintenance of Material Category Administrators." (Orders are split into groups based on "Material + Administrator." (In the early stages of project launch, administrators can manually select and execute generated suggestions in the "Procurement Suggestion Execution Table." After the function is stabilized, a scheduled task can be set to automatically generate procurement suggestions.)

[0107] Control points: This document does not support manual addition. The person submitting the document must be the designated administrator for this procurement suggestion. The automatic generation time can be configured by the user. It supports controlling whether to enable it through parameter configuration and supports process configuration. The suggested quantity cannot be modified.

[0108] In step S1, when generating the purchase quantity of the purchase recommendation, the purchase quantity calculation logic is as follows: purchase quantity = safety stock quantity minus timely stock quantity minus in-transit quantity. When the safety stock quantity is less than the set value, a purchase is required. If the safety stock quantity is greater than or equal to the set value, a purchase order is not generated and there is no purchase quantity.

[0109] In step S1, the quantity in transit is the sum of the quantity of non-mall materials in transit and the quantity of mall materials in transit.

[0110] The specific values ​​for the quantity of non-Mall materials in transit are as follows:

[0111] If the purchase list has been approved but there are no downstream purchase receipt approval documents, the quantity of non-Mall materials in transit shall be the quantity approved in the purchase requisition form.

[0112] If the purchase requisition has been approved and there are downstream purchase receipt documents, the quantity of non-Mall materials in transit is the quantity approved in the purchase requisition minus the quantity purchased and received.

[0113] If the purchase requisition has been closed, there is an approved purchase contract or purchase order, but no downstream purchase receipt documents, then the quantity of non-Mall materials in transit is taken as the quantity of the purchase contract or purchase order.

[0114] If the purchase requisition has been closed, but there is an approved purchase contract or purchase order and downstream purchase receipt documents, then the quantity of non-Mall materials in transit is the quantity of the purchase contract or purchase order minus the purchase receipt quantity.

[0115] If the purchase requisition, purchase contract, or purchase order has been closed, the quantity of non-Mall materials in transit will be 0.

[0116] The specific values ​​for the quantity of materials in transit in the mall are as follows:

[0117] If the purchase contract and purchase order have been reviewed, but the purchase receipt has not been reviewed, the quantity of materials in transit in the mall will be the quantity of the purchase order.

[0118] If the purchase contract and purchase order have been reviewed and the purchase receipt has been reviewed, the quantity of materials in transit in the mall is the quantity of the purchase order minus the quantity of the purchase receipt.

[0119] If the purchase order has been closed, the quantity of materials in transit in the mall will be 0.

[0120] In this embodiment, if the material is converted from a non-Mall material to a Mall material this month, the quantity in transit is the cumulative value of the two business logics: Mall material and non-Mall material.

[0121] Table-related fields: [Document Code], [Line Number], [Material Code], [Material Category Code], [Department Head], [Suggested Purchase Quantity], [Safety Stock Quantity], [Timely Stock Quantity], [Quantity in Transit], [Suggested Purchase Quantity], [SRM Material Information Link], [Supplier], [Tax-Inclusive Unit Price], [Tax Rate], [Tax-Inclusive Amount]. Other fields are similar to those in the purchase requisition form.

[0122] Risk Point 3: Once a procurement suggestion is generated, how to handle changes or cancellations to create a closed loop? (Procurement suggestions can be deleted. After deletion, the [Procurement Suggestion Execution Table] will be updated to show an unexecuted status. If the quantity is modified, the relevant data will be written back to the [Procurement Suggestion Execution Table]).

[0123] 5. Procurement Recommendation Implementation Table

[0124] In the EAS, a new Procurement Recommendation Execution Table module is added under Supply Chain Management—Inventory Management—Inventory Planning. When a material detail row in the Procurement Recommendation Execution Table module that is not executed is selected, its corresponding procurement recommendation is generated.

[0125] In this embodiment, a new "Purchase Recommendation Execution Table" is added under the path "Supply Chain Management - Inventory Management - Inventory Planning". Each supervisor can select the material details row with the "Not Executed" status and then click the function button "Generate Purchase Recommendation".

[0126] Table-related fields: [Material Code], [Safety Stock Quantity], [Timely Stock Quantity], [Quantity in Transit], [Suggested Purchase Quantity], [Execution Status] (Not Executed / Executed), [Material Category Code], [Responsible Person], [Executed Quantity] (Quantity approved by downstream purchase requisitions or purchase orders approved by the SRM system marketplace).

[0127] In summary, the specific business changes of this invention are as follows:

[0128] (1) Change the original system of dedicated personnel independently scrolling through inventory information to a system that automatically generates spare parts procurement suggestions based on safety stock, timely stock, and in-transit quantity;

[0129] (2) Change the original approval and control node - purchase requisition form - to approval of purchase suggestions;

[0130] (3) Change the original manual addition of purchase requisition forms in EAS and manual addition of purchase orders in SRM to the system automatically generating purchase requisition forms in EAS and mall orders in SRM based on the approved purchase suggestions.

[0131] The embodiments of the present invention have been described in detail above, but the present invention is not limited to the described embodiments. Those skilled in the art can make various equivalent modifications or substitutions without departing from the spirit of the present invention, and these equivalents or substitutions are all included within the scope defined by the claims of the present invention.

Claims

1. A method for automated procurement of equipment spare parts, characterized by, Includes the following steps: S1. Within a fixed time period, EAS automatically generates procurement recommendations for equipment spare parts based on safety stock quantity, timely stock quantity, and quantity in transit. In step S1, when generating the purchase quantity for the purchase recommendation, the relationship between the safety stock quantity, the just-in-time stock quantity, and the quantity in transit is: Purchase quantity = Safety stock quantity minus just-in-time stock quantity minus quantity in transit, where the quantity in transit is the sum of the quantity in transit of non-mall materials and the quantity in transit of mall materials. The specific values ​​for the quantity of non-Mall materials in transit are as follows: If the purchase list has been approved but there are no downstream purchase receipt approval documents, the quantity of non-Mall materials in transit shall be the quantity approved in the purchase requisition form. If the purchase requisition has been approved and there are downstream purchase receipt documents, the quantity of non-Mall materials in transit is the quantity approved in the purchase requisition minus the quantity purchased and received. If the purchase requisition has been closed, there is an approved purchase contract or purchase order, but no downstream purchase receipt documents, then the quantity of non-Mall materials in transit is taken as the quantity of the purchase contract or purchase order. If the purchase requisition has been closed, but there is an approved purchase contract or purchase order and downstream purchase receipt documents, then the quantity of non-Mall materials in transit is the quantity of the purchase contract or purchase order minus the purchase receipt quantity. If the purchase requisition, purchase contract, or purchase order has been closed, the quantity of non-Mall materials in transit will be 0. The specific values ​​for the quantity of materials in transit in the mall are as follows: If the purchase contract and purchase order have been reviewed, but the purchase receipt has not been reviewed, the quantity of materials in transit in the mall will be the quantity of the purchase order. If the purchase contract and purchase order have been reviewed and the purchase receipt has been reviewed, the quantity of materials in transit in the mall is the quantity of the purchase order minus the quantity of the purchase receipt. If the purchase order has been closed, the quantity of materials in transit in the mall will be 0. If the material is converted from a non-Mall material to a Mall material this month, the quantity in transit will be the cumulative value of the Mall material and the non-Mall material business logic. S2 and EAS’s dedicated management module reconfirm the procurement proposal and send the confirmed procurement proposal to EAS’s business approval module. S3, the business approval module approves the procurement suggestions; after approval, for non-Mall procurement materials, EAS generates an approved procurement application form and proceeds to step S4; for Mall procurement materials, EAS sends its demand application to SRM, and SRM generates a saved Mall order based on the demand application and the Mall material supplier ratio, and proceeds to step S5. S4. EAS sends the approved purchase requisition to SRM. SRM sources suppliers, conducts bidding, and signs purchase agreements for the spare parts in the purchase requisition. After completion, it sends the results back to EAS to generate a purchase contract. SRM also reviews the purchase requisition and sends the review information to EAS. EAS generates a purchase order based on the purchase contract and the review information of the purchase requisition and proceeds to step S6. The dedicated management modules of S5 and SRM check the mall orders. After confirming that there are no errors, they send the mall orders to the business approval module of EAS for approval. After approval, they send the mall orders back to SRM for review. After review, the review information is sent to EAS. EAS generates a purchase order based on the mall order review information and enters the S6 step. S6 and EAS enter the inbound process and write back the request.

2. The method of claim 1, wherein the device supply automation purchasing method is characterized by, In step S1, EAS also automatically generates procurement suggestions for equipment spare parts based on the batch maintenance material classification and the binding of the supervisor, the configuration requirement application generation date and time information.

3. The method of claim 1, wherein the device supply automation purchasing method is characterized by, In step S2, the EAS management module periodically reconfirms the generated procurement suggestions. If the material has already been put on the shelf, a shelf label is added to the target row. If only one supplier has put it on the shelf, the system defaults to this. If multiple suppliers have put it on the shelf, the supplier column is marked as required in yellow. After all fields are filled in, the suggestion is sent to the business approval module for one-time review of multiple types of applications.

4. The method of claim 1, wherein the device supply automation purchasing method is characterized by, In step S2, the dedicated management module of the EAS generates a viewing instruction to view the material details of the procurement suggestion, and sends a selection instruction to the procurement suggestion execution table to select and generate a procurement suggestion.

5. The automated procurement method for equipment spare parts as described in claim 1, characterized in that, In the EAS, a new safety stock maintenance module for equipment spare parts is added under Path Supply Chain Management—Inventory Management—Basic Data. The safety stock maintenance module for equipment spare parts is used to perform batch maintenance on the safety stock of equipment spare parts materials.

6. The method of claim 1, wherein the device supply automation procurement method is characterized by, In the EAS, a new "Mall Material Procurement Table" module is added under "Path Supply Chain Management - Inventory Management - Basic Data". When a supplier and purchase price are specified for a certain material in the SRM, the relevant data is synchronized to the "Mall Material Procurement Table" module.

7. The automated procurement method for equipment spare parts as described in claim 5, characterized in that, In the EAS, a new module for maintaining the designated personnel of a material category is added under Path Supply Chain Management—Inventory Management—Basic Data. This module has access control and binds the material category to the corresponding designated personnel. The EAS generates multiple procurement suggestions based on the designated personnel of the material category. When there is no designated personnel, the procurement suggestion generation fails and an error is reported. The error message includes the material code or the material category code.

8. The method of claim 7, wherein the step of automatically ordering the equipment spare parts comprises the step of: In the EAS, a new safety stock material procurement suggestion maintenance module is added under Path Supply Chain Management—Inventory Management—Inventory Planning. The safety stock material procurement suggestion maintenance module generates several procurement suggestions on a monthly basis based on the equipment spare parts safety stock maintenance module and the material category's assigned manager maintenance module. ​ 9. The method of claim 1, wherein the device supply automation procurement method is characterized by, In the EAS, a new Procurement Recommendation Execution Table module is added under Supply Chain Management—Inventory Management—Inventory Planning. When a material detail row in the Procurement Recommendation Execution Table module that is not executed is selected, its corresponding procurement recommendation is generated.

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