912 lines
26 KiB
Markdown
912 lines
26 KiB
Markdown
# 物控学习笔记 📚
|
||
|
||
> 物料控制(Material Control)学习笔记与最佳实践
|
||
|
||
---
|
||
|
||
## 📖 目录
|
||
|
||
- [基础知识](#基础知识)
|
||
- [Excel VBA 工具库](#excel-vba-工具库)
|
||
- [SAP 系统操作](#sap-系统操作)
|
||
- [库存管理](#库存管理)
|
||
- [生产计划](#生产计划)
|
||
- [数据分析](#数据分析)
|
||
- [自动化脚本](#自动化脚本)
|
||
- [案例研究](#案例研究)
|
||
- [资源推荐](#资源推荐)
|
||
|
||
---
|
||
|
||
## 基础知识
|
||
|
||
### 什么是物控?
|
||
|
||
物料控制(Material Control)是生产管理中的核心环节,主要负责:
|
||
- 物料需求计划(MRP)
|
||
- 库存管理与优化
|
||
- 采购计划制定
|
||
- 物料追溯与盘点
|
||
- 成本控制
|
||
|
||
### 物控的核心指标
|
||
|
||
1. **库存周转率** = 年销售成本 / 平均库存
|
||
2. **库存天数** = 365 / 库存周转率
|
||
3. **缺料率** = 缺料次数 / 总领料次数
|
||
4. **呆滞料比例** = 呆滞料金额 / 总库存金额
|
||
5. **物料齐套率** = 齐套订单数 / 总订单数
|
||
|
||
### 物控工作流程
|
||
|
||
```
|
||
1. 接收生产计划
|
||
↓
|
||
2. 计算物料需求(BOM展开)
|
||
↓
|
||
3. 检查库存状态
|
||
↓
|
||
4. 制定采购计划
|
||
↓
|
||
5. 跟踪物料到货
|
||
↓
|
||
6. 物料发放与追溯
|
||
↓
|
||
7. 库存盘点与优化
|
||
```
|
||
|
||
---
|
||
|
||
## Excel VBA 工具库
|
||
|
||
### 现有工具
|
||
|
||
本仓库包含以下 Excel VBA 物控工具:
|
||
|
||
#### 1. **vba-mc-toolkit** ⭐
|
||
Excel VBA 物控小程序库
|
||
|
||
**功能模块**:
|
||
- 物料需求计算
|
||
- 库存报表生成
|
||
- 采购订单管理
|
||
- 盘点表自动生成
|
||
- 呆滞料分析
|
||
|
||
**使用方法**:
|
||
```vba
|
||
' 导入工具库
|
||
Sub Import_MC_Toolkit()
|
||
Workbooks.Open "vba-mc-toolkit.xlsm"
|
||
Application.Run "Initialize_MC_System"
|
||
End Sub
|
||
```
|
||
|
||
### VBA 物控常用代码片段
|
||
|
||
#### 1. 自动计算安全库存
|
||
```vba
|
||
Function Calculate_Safety_Stock(avg_demand As Double, lead_time As Double, service_level As Double) As Double
|
||
' avg_demand: 平均日需求
|
||
' lead_time: 采购提前期(天)
|
||
' service_level: 服务水平(0.95 = 95%)
|
||
|
||
Dim z_score As Double
|
||
Select Case service_level
|
||
Case 0.90: z_score = 1.28
|
||
Case 0.95: z_score = 1.65
|
||
Case 0.98: z_score = 2.05
|
||
Case 0.99: z_score = 2.33
|
||
Case Else: z_score = 1.65
|
||
End Select
|
||
|
||
Calculate_Safety_Stock = avg_demand * lead_time * z_score
|
||
End Function
|
||
```
|
||
|
||
#### 2. 库存预警
|
||
```vba
|
||
Sub Inventory_Alert()
|
||
Dim ws As Worksheet
|
||
Set ws = ThisWorkbook.Sheets("库存")
|
||
|
||
Dim last_row As Long
|
||
last_row = ws.Cells(ws.Rows.Count, "A").End(xlUp).Row
|
||
|
||
For i = 2 To last_row
|
||
Dim current_qty As Double
|
||
Dim min_qty As Double
|
||
Dim max_qty As Double
|
||
|
||
current_qty = ws.Cells(i, "D").Value ' 当前库存
|
||
min_qty = ws.Cells(i, "E").Value ' 最低库存
|
||
max_qty = ws.Cells(i, "F").Value ' 最高库存
|
||
|
||
If current_qty < min_qty Then
|
||
ws.Cells(i, "G").Value = "⚠️ 需补货"
|
||
ws.Cells(i, "G").Interior.Color = RGB(255, 200, 200)
|
||
ElseIf current_qty > max_qty Then
|
||
ws.Cells(i, "G").Value = "📦 库存过高"
|
||
ws.Cells(i, "G").Interior.Color = RGB(255, 255, 200)
|
||
Else
|
||
ws.Cells(i, "G").Value = "✅ 正常"
|
||
ws.Cells(i, "G").Interior.Color = RGB(200, 255, 200)
|
||
End If
|
||
Next i
|
||
End Sub
|
||
```
|
||
|
||
#### 3. 物料需求计算(MRP)
|
||
```vba
|
||
Sub Calculate_MRP()
|
||
Dim ws_bom As Worksheet, ws_inventory As Worksheet, ws_mrp As Worksheet
|
||
Set ws_bom = ThisWorkbook.Sheets("BOM")
|
||
Set ws_inventory = ThisWorkbook.Sheets("库存")
|
||
Set ws_mrp = ThisWorkbook.Sheets("MRP")
|
||
|
||
' 清空 MRP 表
|
||
ws_mrp.Cells.Clear
|
||
|
||
' 设置表头
|
||
ws_mrp.Range("A1:F1").Value = Array("物料编码", "物料名称", "需求量", "库存量", "净需求", "建议采购")
|
||
|
||
' 计算逻辑
|
||
Dim last_row As Long
|
||
last_row = ws_bom.Cells(ws_bom.Rows.Count, "A").End(xlUp).Row
|
||
|
||
For i = 2 To last_row
|
||
Dim part_no As String
|
||
Dim qty_needed As Double
|
||
Dim qty_in_stock As Double
|
||
Dim net_qty As Double
|
||
|
||
part_no = ws_bom.Cells(i, "A").Value
|
||
qty_needed = ws_bom.Cells(i, "C").Value
|
||
|
||
' 查找库存
|
||
qty_in_stock = Application.WorksheetFunction.VLookup(part_no, ws_inventory.Range("A:D"), 4, False)
|
||
|
||
net_qty = qty_needed - qty_in_stock
|
||
|
||
If net_qty > 0 Then
|
||
ws_mrp.Cells(i, 1).Value = part_no
|
||
ws_mrp.Cells(i, 3).Value = qty_needed
|
||
ws_mrp.Cells(i, 4).Value = qty_in_stock
|
||
ws_mrp.Cells(i, 5).Value = net_qty
|
||
ws_mrp.Cells(i, 6).Value = net_qty * 1.1 ' 建议采购量(含 10% 安全系数)
|
||
End If
|
||
Next i
|
||
End Sub
|
||
```
|
||
|
||
#### 4. 盘点表生成
|
||
```vba
|
||
Sub Generate_Inventory_Count_Sheet()
|
||
Dim ws As Worksheet
|
||
Set ws = ThisWorkbook.Sheets.Add
|
||
ws.Name = "盘点表_" & Format(Date, "yyyy-mm-dd")
|
||
|
||
' 设置表头
|
||
ws.Range("A1:H1").Value = Array("序号", "物料编码", "物料名称", "规格", "单位", "账面数量", "实盘数量", "差异")
|
||
ws.Range("A1:H1").Font.Bold = True
|
||
|
||
' 从库存表复制数据
|
||
Dim ws_stock As Worksheet
|
||
Set ws_stock = ThisWorkbook.Sheets("库存")
|
||
|
||
Dim last_row As Long
|
||
last_row = ws_stock.Cells(ws_stock.Rows.Count, "A").End(xlUp).Row
|
||
|
||
For i = 2 To last_row
|
||
ws.Cells(i, 1).Value = i - 1
|
||
ws.Cells(i, 2).Value = ws_stock.Cells(i, "A").Value
|
||
ws.Cells(i, 3).Value = ws_stock.Cells(i, "B").Value
|
||
ws.Cells(i, 4).Value = ws_stock.Cells(i, "C").Value
|
||
ws.Cells(i, 5).Value = ws_stock.Cells(i, "G").Value
|
||
ws.Cells(i, 6).Value = ws_stock.Cells(i, "D").Value
|
||
Next i
|
||
|
||
' 格式化
|
||
ws.Columns("A:H").AutoFit
|
||
ws.Range("H2:H" & last_row).Formula = "=F2-G2"
|
||
|
||
MsgBox "盘点表生成完成!"
|
||
End Sub
|
||
```
|
||
|
||
#### 5. 呆滞料分析
|
||
```vba
|
||
Sub Analyze_Stagnant_Inventory()
|
||
Dim ws As Worksheet
|
||
Set ws = ThisWorkbook.Sheets("库存")
|
||
|
||
Dim last_row As Long
|
||
last_row = ws.Cells(ws.Rows.Count, "A").End(xlUp).Row
|
||
|
||
' 添加呆滞料标识列
|
||
ws.Cells(1, "I").Value = "呆滞状态"
|
||
ws.Cells(1, "J").Value = "呆滞天数"
|
||
|
||
For i = 2 To last_row
|
||
Dim last_move_date As Date
|
||
Dim days_stagnant As Long
|
||
|
||
last_move_date = ws.Cells(i, "H").Value ' 最后移动日期
|
||
days_stagnant = Date - last_move_date
|
||
|
||
ws.Cells(i, "J").Value = days_stagnant
|
||
|
||
Select Case days_stagnant
|
||
Case Is > 365
|
||
ws.Cells(i, "I").Value = "🔴 严重呆滞(>1年)"
|
||
ws.Cells(i, "I").Interior.Color = RGB(255, 150, 150)
|
||
Case Is > 180
|
||
ws.Cells(i, "I").Value = "🟡 中度呆滞(6-12月)"
|
||
ws.Cells(i, "I").Interior.Color = RGB(255, 220, 150)
|
||
Case Is > 90
|
||
ws.Cells(i, "I").Value = "⚠️ 轻度呆滞(3-6月)"
|
||
ws.Cells(i, "I").Interior.Color = RGB(255, 255, 150)
|
||
Case Else
|
||
ws.Cells(i, "I").Value = "✅ 正常"
|
||
ws.Cells(i, "I").Interior.Color = RGB(200, 255, 200)
|
||
End Select
|
||
Next i
|
||
|
||
' 统计
|
||
Dim stagnant_count As Long
|
||
Dim stagnant_value As Double
|
||
|
||
For i = 2 To last_row
|
||
If ws.Cells(i, "J").Value > 90 Then
|
||
stagnant_count = stagnant_count + 1
|
||
stagnant_value = stagnant_value + ws.Cells(i, "D").Value * ws.Cells(i, "E").Value
|
||
End If
|
||
Next i
|
||
|
||
MsgBox "呆滞料分析完成!" & vbCrLf & _
|
||
"呆滞物料数量:" & stagnant_count & vbCrLf & _
|
||
"呆滞料金额:$" & Format(stagnant_value, "#,##0.00")
|
||
End Sub
|
||
```
|
||
|
||
---
|
||
|
||
## 库存管理
|
||
|
||
### 库存分类方法
|
||
|
||
#### ABC 分析法
|
||
- **A 类**:价值占比 70-80%,数量占比 10-20% → 重点管理,高频盘点
|
||
- **B 类**:价值占比 15-25%,数量占比 20-30% → 中等管理,中频盘点
|
||
- **C 类**:价值占比 5-10%,数量占比 50-70% → 简化管理,低频盘点
|
||
|
||
#### VED 分类法(关键性)
|
||
- **V(Vital)**:关键物料,缺料导致停产
|
||
- **E(Essential)**:重要物料,缺料影响生产
|
||
- **D(Desirable)**:一般物料,缺料影响较小
|
||
|
||
### 库存优化策略
|
||
|
||
1. **安全库存计算**
|
||
```
|
||
安全库存 = 平均日需求 × 安全天数 × 波动系数
|
||
|
||
其中:
|
||
- 安全天数 = 采购提前期 + 缓冲天数
|
||
- 波动系数 = 1.2 ~ 1.5(根据历史数据调整)
|
||
```
|
||
|
||
2. **订货点(ROP)**
|
||
```
|
||
订货点 = 平均日需求 × 采购提前期 + 安全库存
|
||
```
|
||
|
||
3. **经济订货量(EOQ)**
|
||
```
|
||
EOQ = √(2 × 年需求量 × 单次订货成本 / 单位持有成本)
|
||
```
|
||
|
||
### 库存盘点方法
|
||
|
||
| 盘点方式 | 适用场景 | 优点 | 缺点 |
|
||
|---------|---------|------|------|
|
||
| 全面盘点 | 年度/半年度 | 准确性高 | 耗时耗力 |
|
||
| 循环盘点 | 日常管理 | 持续监控 | 覆盖不全 |
|
||
| ABC 分类盘点 | A类物料高频 | 重点突出 | B/C类可能遗漏 |
|
||
| 随机抽样盘点 | 月度抽查 | 效率高 | 准确性较低 |
|
||
|
||
---
|
||
|
||
## 生产计划
|
||
|
||
### MRP 计算逻辑
|
||
|
||
```
|
||
毛需求 = 生产计划 × BOM 用量
|
||
|
||
净需求 = 毛需求 - 现有库存 - 在途库存 + 安全库存
|
||
|
||
建议采购量 = 净需求 × 订货倍数(MOQ)
|
||
```
|
||
|
||
### 生产排程原则
|
||
|
||
1. **优先级规则**
|
||
- 交期优先(EDD)
|
||
- 最短加工时间(SPT)
|
||
- 关键比率(CR)
|
||
|
||
2. **产能平衡**
|
||
```
|
||
产能负荷 = 标准工时 × 数量 / 有效工时
|
||
|
||
负荷率 = 产能负荷 / 总产能
|
||
```
|
||
|
||
3. **瓶颈管理**
|
||
- 识别瓶颈工序
|
||
- 瓶颈前缓冲库存
|
||
- 瓶颈后拉式生产
|
||
|
||
---
|
||
|
||
## 数据分析
|
||
|
||
### 关键指标仪表板
|
||
|
||
```python
|
||
# Python 物控数据分析示例
|
||
import pandas as pd
|
||
import matplotlib.pyplot as plt
|
||
|
||
# 1. 库存周转率分析
|
||
def inventory_turnover_analysis(df):
|
||
"""
|
||
df: 包含 '物料编码', '期初库存', '期末库存', '销售成本' 的 DataFrame
|
||
"""
|
||
df['平均库存'] = (df['期初库存'] + df['期末库存']) / 2
|
||
df['库存周转率'] = df['销售成本'] / df['平均库存']
|
||
df['库存天数'] = 365 / df['库存周转率']
|
||
|
||
return df
|
||
|
||
# 2. 呆滞料分析
|
||
def stagnant_inventory_analysis(df, days_threshold=90):
|
||
"""
|
||
分析呆滞料
|
||
"""
|
||
df['呆滞天数'] = (pd.Timestamp.now() - df['最后移动日期']).dt.days
|
||
df['呆滞状态'] = pd.cut(df['呆滞天数'],
|
||
bins=[0, 30, 90, 180, 365, float('inf')],
|
||
labels=['正常', '预警', '轻度呆滞', '中度呆滞', '严重呆滞'])
|
||
|
||
return df
|
||
|
||
# 3. 库存结构分析
|
||
def inventory_structure_analysis(df):
|
||
"""
|
||
ABC 分类
|
||
"""
|
||
df['物料价值'] = df['库存数量'] * df['单价']
|
||
df_sorted = df.sort_values('物料价值', ascending=False)
|
||
df_sorted['累计价值占比'] = df_sorted['物料价值'].cumsum() / df_sorted['物料价值'].sum()
|
||
|
||
def abc_class(cum_ratio):
|
||
if cum_ratio <= 0.8:
|
||
return 'A'
|
||
elif cum_ratio <= 0.95:
|
||
return 'B'
|
||
else:
|
||
return 'C'
|
||
|
||
df_sorted['ABC分类'] = df_sorted['累计价值占比'].apply(abc_class)
|
||
|
||
return df_sorted
|
||
```
|
||
|
||
### 可视化仪表板
|
||
|
||
```python
|
||
# 库存仪表板
|
||
def create_inventory_dashboard(df):
|
||
fig, axes = plt.subplots(2, 2, figsize=(15, 10))
|
||
|
||
# 1. 库存结构饼图
|
||
abc_counts = df['ABC分类'].value_counts()
|
||
axes[0, 0].pie(abc_counts.values, labels=abc_counts.index, autopct='%1.1f%%')
|
||
axes[0, 0].set_title('ABC 库存结构')
|
||
|
||
# 2. 库存周转率柱状图
|
||
top_items = df.nlargest(10, '库存周转率')
|
||
axes[0, 1].bar(top_items['物料编码'], top_items['库存周转率'])
|
||
axes[0, 1].set_title('Top 10 库存周转率')
|
||
axes[0, 1].tick_params(axis='x', rotation=45)
|
||
|
||
# 3. 呆滞料分布
|
||
stagnant_counts = df['呆滞状态'].value_counts()
|
||
axes[1, 0].bar(stagnant_counts.index, stagnant_counts.values)
|
||
axes[1, 0].set_title('呆滞料分布')
|
||
|
||
# 4. 库存价值分布
|
||
axes[1, 1].hist(df['物料价值'], bins=20, edgecolor='black')
|
||
axes[1, 1].set_title('库存价值分布')
|
||
axes[1, 1].set_xlabel('物料价值')
|
||
axes[1, 1].set_ylabel('频次')
|
||
|
||
plt.tight_layout()
|
||
plt.savefig('inventory_dashboard.png', dpi=300, bbox_inches='tight')
|
||
plt.show()
|
||
```
|
||
|
||
---
|
||
|
||
## 自动化脚本
|
||
|
||
### Python 物控自动化工具
|
||
|
||
#### 1. 库存报表自动生成
|
||
```python
|
||
# inventory_report.py
|
||
import pandas as pd
|
||
import openpyxl
|
||
from datetime import datetime
|
||
|
||
class InventoryReporter:
|
||
def __init__(self, data_file):
|
||
self.data = pd.read_excel(data_file)
|
||
self.report_date = datetime.now()
|
||
|
||
def generate_daily_report(self):
|
||
"""生成日报"""
|
||
report = {
|
||
'日期': self.report_date.strftime('%Y-%m-%d'),
|
||
'库存总金额': self.data['库存金额'].sum(),
|
||
'库存物料数': len(self.data),
|
||
'呆滞料金额': self.data[self.data['呆滞天数'] > 90]['库存金额'].sum(),
|
||
'缺料物料数': len(self.data[self.data['库存数量'] < self.data['安全库存']]),
|
||
'库存周转率': self.data['销售成本'].sum() / self.data['平均库存'].sum()
|
||
}
|
||
return pd.DataFrame([report])
|
||
|
||
def export_to_excel(self, output_path):
|
||
"""导出到 Excel"""
|
||
with pd.ExcelWriter(output_path, engine='openpyxl') as writer:
|
||
# 汇总表
|
||
summary = self.generate_daily_report()
|
||
summary.to_excel(writer, sheet_name='汇总', index=False)
|
||
|
||
# 明细表
|
||
self.data.to_excel(writer, sheet_name='库存明细', index=False)
|
||
|
||
# 呆滞料表
|
||
stagnant = self.data[self.data['呆滞天数'] > 90]
|
||
stagnant.to_excel(writer, sheet_name='呆滞料', index=False)
|
||
|
||
# 缺料表
|
||
shortage = self.data[self.data['库存数量'] < self.data['安全库存']]
|
||
shortage.to_excel(writer, sheet_name='缺料预警', index=False)
|
||
|
||
print(f"报表已生成:{output_path}")
|
||
```
|
||
|
||
#### 2. 自动补货计算
|
||
```python
|
||
# auto_replenishment.py
|
||
import pandas as pd
|
||
import numpy as np
|
||
|
||
class AutoReplenishment:
|
||
def __init__(self, inventory_data, demand_data):
|
||
self.inventory = inventory_data
|
||
self.demand = demand_data
|
||
|
||
def calculate_reorder_point(self, lead_time_days, service_level=0.95):
|
||
"""计算订货点"""
|
||
# 计算平均日需求和标准差
|
||
avg_daily_demand = self.demand['日需求量'].mean()
|
||
std_daily_demand = self.demand['日需求量'].std()
|
||
|
||
# Z 值(服务水平)
|
||
z_values = {0.90: 1.28, 0.95: 1.65, 0.98: 2.05, 0.99: 2.33}
|
||
z = z_values.get(service_level, 1.65)
|
||
|
||
# 安全库存
|
||
safety_stock = z * std_daily_demand * np.sqrt(lead_time_days)
|
||
|
||
# 订货点
|
||
reorder_point = avg_daily_demand * lead_time_days + safety_stock
|
||
|
||
return {
|
||
'平均日需求': avg_daily_demand,
|
||
'安全库存': safety_stock,
|
||
'订货点': reorder_point
|
||
}
|
||
|
||
def generate_purchase_plan(self):
|
||
"""生成采购计划"""
|
||
purchase_list = []
|
||
|
||
for _, item in self.inventory.iterrows():
|
||
if item['当前库存'] < item['订货点']:
|
||
# 计算建议采购量
|
||
lead_time = item['采购提前期']
|
||
avg_demand = self.demand[self.demand['物料编码'] == item['物料编码']]['日需求量'].mean()
|
||
|
||
# 建议采购量 = (提前期需求 + 安全库存) - 当前库存
|
||
suggested_qty = (avg_demand * lead_time + item['安全库存']) - item['当前库存']
|
||
|
||
# 考虑最小订货量(MOQ)
|
||
moq = item.get('最小订货量', 1)
|
||
if suggested_qty < moq:
|
||
suggested_qty = moq
|
||
|
||
purchase_list.append({
|
||
'物料编码': item['物料编码'],
|
||
'物料名称': item['物料名称'],
|
||
'当前库存': item['当前库存'],
|
||
'订货点': item['订货点'],
|
||
'建议采购量': suggested_qty,
|
||
'供应商': item.get('供应商', ''),
|
||
'预计到货日期': pd.Timestamp.now() + pd.Timedelta(days=item['采购提前期'])
|
||
})
|
||
|
||
return pd.DataFrame(purchase_list)
|
||
```
|
||
|
||
#### 3. 库存预警系统
|
||
```python
|
||
# inventory_alert.py
|
||
import smtplib
|
||
from email.mime.text import MIMEText
|
||
from email.mime.multipart import MIMEMultipart
|
||
import pandas as pd
|
||
|
||
class InventoryAlert:
|
||
def __init__(self, smtp_config):
|
||
self.smtp_server = smtp_config['server']
|
||
self.smtp_port = smtp_config['port']
|
||
self.email_user = smtp_config['user']
|
||
self.email_password = smtp_config['password']
|
||
|
||
def check_inventory_status(self, inventory_df):
|
||
"""检查库存状态"""
|
||
alerts = []
|
||
|
||
for _, item in inventory_df.iterrows():
|
||
# 缺料预警
|
||
if item['当前库存'] < item['安全库存']:
|
||
alerts.append({
|
||
'类型': '缺料预警',
|
||
'物料编码': item['物料编码'],
|
||
'物料名称': item['物料名称'],
|
||
'当前库存': item['当前库存'],
|
||
'安全库存': item['安全库存'],
|
||
'缺口': item['安全库存'] - item['当前库存']
|
||
})
|
||
|
||
# 呆滞料预警
|
||
if item['呆滞天数'] > 90:
|
||
alerts.append({
|
||
'类型': '呆滞料预警',
|
||
'物料编码': item['物料编码'],
|
||
'物料名称': item['物料名称'],
|
||
'呆滞天数': item['呆滞天数'],
|
||
'库存金额': item['库存金额']
|
||
})
|
||
|
||
# 库存过高预警
|
||
if item['当前库存'] > item['最高库存']:
|
||
alerts.append({
|
||
'类型': '库存过高',
|
||
'物料编码': item['物料编码'],
|
||
'物料名称': item['物料名称'],
|
||
'当前库存': item['当前库存'],
|
||
'最高库存': item['最高库存']
|
||
})
|
||
|
||
return pd.DataFrame(alerts)
|
||
|
||
def send_alert_email(self, alerts_df, recipient):
|
||
"""发送预警邮件"""
|
||
if alerts_df.empty:
|
||
return
|
||
|
||
msg = MIMEMultipart('alternative')
|
||
msg['Subject'] = f'库存预警报告 - {pd.Timestamp.now().strftime("%Y-%m-%d")}'
|
||
msg['From'] = self.email_user
|
||
msg['To'] = recipient
|
||
|
||
# 生成 HTML
|
||
html = f"""
|
||
<html>
|
||
<head>
|
||
<style>
|
||
body {{ font-family: Arial, sans-serif; }}
|
||
table {{ border-collapse: collapse; width: 100%; }}
|
||
th, td {{ border: 1px solid #ddd; padding: 8px; text-align: left; }}
|
||
th {{ background-color: #f2f2f2; }}
|
||
.alert-high {{ background-color: #ffcccc; }}
|
||
.alert-medium {{ background-color: #fff3cd; }}
|
||
</style>
|
||
</head>
|
||
<body>
|
||
<h2>库存预警报告</h2>
|
||
<p>生成时间:{pd.Timestamp.now().strftime("%Y-%m-%d %H:%M")}</p>
|
||
<table>
|
||
<tr>
|
||
<th>类型</th>
|
||
<th>物料编码</th>
|
||
<th>物料名称</th>
|
||
<th>数值</th>
|
||
<th>状态</th>
|
||
</tr>
|
||
"""
|
||
|
||
for _, row in alerts_df.iterrows():
|
||
row_class = "alert-high" if row['类型'] in ['缺料预警', '呆滞料预警'] else "alert-medium"
|
||
value = row.get('缺口', row.get('呆滞天数', row.get('当前库存', '')))
|
||
html += f"""
|
||
<tr class="{row_class}">
|
||
<td>{row['类型']}</td>
|
||
<td>{row['物料编码']}</td>
|
||
<td>{row['物料名称']}</td>
|
||
<td>{value}</td>
|
||
<td>需要处理</td>
|
||
</tr>
|
||
"""
|
||
|
||
html += """
|
||
</table>
|
||
<p>请及时处理预警事项!</p>
|
||
</body>
|
||
</html>
|
||
"""
|
||
|
||
msg.attach(MIMEText(html, 'html'))
|
||
|
||
# 发送邮件
|
||
with smtplib.SMTP_SSL(self.smtp_server, self.smtp_port) as server:
|
||
server.login(self.email_user, self.email_password)
|
||
server.send_message(msg)
|
||
|
||
print(f"预警邮件已发送至 {recipient}")
|
||
```
|
||
|
||
---
|
||
|
||
## 案例研究
|
||
|
||
### 案例 1:降低库存周转天数
|
||
|
||
**背景**:
|
||
- 某电子厂库存周转天数:90 天
|
||
- 目标:降低至 60 天
|
||
|
||
**措施**:
|
||
1. ABC 分类管理
|
||
2. 优化安全库存
|
||
3. 实施 VMI(供应商管理库存)
|
||
4. 定期盘点与清理呆滞料
|
||
|
||
**结果**:
|
||
- 库存周转天数降至 55 天
|
||
- 库存资金占用减少 38%
|
||
- 缺料率从 5% 降至 1.5%
|
||
|
||
### 案例 2:呆滞料清理
|
||
|
||
**背景**:
|
||
- 呆滞料金额:$500,000
|
||
- 占总库存:15%
|
||
|
||
**措施**:
|
||
1. 呆滞料分析与分类
|
||
2. 制定清理计划(折价销售、退供应商、报废)
|
||
3. 优化采购策略
|
||
4. 建立呆滞料预警机制
|
||
|
||
**结果**:
|
||
- 呆滞料减少 70%
|
||
- 释放资金 $350,000
|
||
- 库存结构优化
|
||
|
||
---
|
||
|
||
## SAP 系统操作
|
||
|
||
### SAP MM 模块常用事务代码
|
||
|
||
| 事务代码 | 功能 | 用途 |
|
||
|---------|------|------|
|
||
| **ME5A** | 显示采购申请清单 | ✅ 查询 PR 下单时间 |
|
||
| **ME53N** | 显示采购申请 | ✅ 查看单个 PR 详情 |
|
||
| **ME51N** | 创建采购申请 | 创建 PR |
|
||
| **ME52N** | 修改采购申请 | 修改 PR |
|
||
| **ME55** | 批准采购申请 | 批准 PR |
|
||
| **ME57** | 分配并处理采购申请 | 分配供应商 |
|
||
| **ME59N** | 自动创建采购订单 | 批量转 PO |
|
||
| **ME2L** | 供应商采购订单查询 | 查询 PO |
|
||
| **ME23N** | 显示采购订单 | PO 详情 |
|
||
| **MB5A** | 物料凭证清单 | 查询出入库记录 |
|
||
| **MB52** | 仓库库存查询 | 库存查询 |
|
||
| **MB51** | 物料凭证查询 | 出入库历史 |
|
||
| **MD04** | 库存需求清单 | MRP 需求 |
|
||
| **MI31** | 创建盘点凭证 | 库存盘点 |
|
||
|
||
### SAP 自定义事务代码
|
||
|
||
| 事务代码 | 类型 | 可能功能 |
|
||
|---------|------|---------|
|
||
| **ZPP006** | 自定义 | 生产计划/物料需求报表 |
|
||
| **ZP006** | 自定义 | 通用查询报表 |
|
||
| **ZMM001** | 自定义 | 物料主数据查询 |
|
||
| **ZMM004** | 自定义 | 库存周转率分析 |
|
||
| **ZMM005** | 自定义 | 呆滞料分析 |
|
||
|
||
### PR 查询指南
|
||
|
||
#### 1. 使用 ME5A 查询 PR 下单时间
|
||
|
||
**操作步骤**:
|
||
1. 输入事务代码:`ME5A`
|
||
2. 设置查询条件:
|
||
- 采购申请编号
|
||
- 工厂
|
||
- 创建日期范围
|
||
3. 执行(F8)
|
||
4. 查看结果:
|
||
- **创建日期** = PR 下单日期
|
||
- **创建时间** = PR 下单时间
|
||
|
||
**详细指南**:
|
||
- [SAP_MB5A_PR查询指南.md](SAP_MB5A_PR查询指南.md) - PR 查询完整指南
|
||
- [SAP_自定义事务代码.md](SAP_自定义事务代码.md) - 自定义代码说明
|
||
|
||
#### 2. 使用 ME53N 查看单个 PR
|
||
|
||
**操作步骤**:
|
||
1. 输入事务代码:`ME53N`
|
||
2. 输入 PR 编号
|
||
3. 查看抬头信息:
|
||
- 创建日期/时间
|
||
- 创建人
|
||
- 采购组
|
||
4. 查看项目明细:
|
||
- 物料、数量、工厂
|
||
5. 查看状态:
|
||
- 后续 PO 编号
|
||
- 收货状态
|
||
|
||
#### 3. MB5A 的正确使用
|
||
|
||
**注意**:MB5A 用于查询物料凭证,不适合查询 PR 下单时间。
|
||
|
||
**MB5A 用途**:
|
||
- 查询物料出入库记录
|
||
- 查看物料凭证历史
|
||
- 分析库存移动情况
|
||
|
||
**PR 查询应使用**:ME5A 或 ME53N
|
||
|
||
---
|
||
|
||
## 资源推荐
|
||
|
||
### 书籍
|
||
1. **《物料管理实务》** - 作者:王文信
|
||
2. **《生产与运营管理》** - 作者:Richard B. Chase
|
||
3. **《供应链管理:战略、规划与运作》** - 作者:Sunil Chopra
|
||
|
||
### 在线课程
|
||
1. **Coursera** - Supply Chain Management Specialization
|
||
2. **Udemy** - Inventory Management and Control
|
||
3. **edX** - Operations Management
|
||
|
||
### 工具软件
|
||
1. **ERP 系统**:SAP、Oracle、金蝶、用友
|
||
2. **WMS 系统**:仓库管理系统
|
||
3. **Excel VBA**:自定义工具开发
|
||
|
||
### 行业标准
|
||
1. **ISO 9001** - 质量管理体系
|
||
2. **ISO 28000** - 供应链安全管理体系
|
||
3. **APICS CPIM** - 生产与库存管理认证
|
||
|
||
---
|
||
|
||
## 快速开始
|
||
|
||
### 1. 安装依赖
|
||
```bash
|
||
# Python 环境
|
||
pip install pandas openpyxl matplotlib
|
||
|
||
# Excel VBA
|
||
# 打开 Excel → 开发工具 → Visual Basic → 导入模块
|
||
```
|
||
|
||
### 2. 使用示例
|
||
```python
|
||
# 导入工具库
|
||
from inventory_report import InventoryReporter
|
||
from auto_replenishment import AutoReplenishment
|
||
|
||
# 生成日报
|
||
reporter = InventoryReporter('inventory_data.xlsx')
|
||
reporter.export_to_excel('daily_report.xlsx')
|
||
|
||
# 自动补货
|
||
replenishment = AutoReplenishment(inventory_data, demand_data)
|
||
purchase_plan = replenishment.generate_purchase_plan()
|
||
purchase_plan.to_excel('purchase_plan.xlsx', index=False)
|
||
```
|
||
|
||
### 3. Excel VBA 使用
|
||
```vba
|
||
' 打开工具库
|
||
Sub Open_MC_Toolkit()
|
||
Workbooks.Open "vba-mc-toolkit.xlsm"
|
||
End Sub
|
||
|
||
' 运行库存预警
|
||
Sub Run_Inventory_Alert()
|
||
Call Inventory_Alert
|
||
End Sub
|
||
|
||
' 生成盘点表
|
||
Sub Run_Generate_Count_Sheet()
|
||
Call Generate_Inventory_Count_Sheet
|
||
End Sub
|
||
```
|
||
|
||
---
|
||
|
||
## 贡献指南
|
||
|
||
欢迎贡献你的物控经验和工具!
|
||
|
||
### 如何贡献
|
||
1. Fork 本仓库
|
||
2. 创建你的分支 (`git checkout -b feature/your-feature`)
|
||
3. 提交你的更改 (`git commit -m 'Add some feature'`)
|
||
4. 推送到分支 (`git push origin feature/your-feature`)
|
||
5. 创建 Pull Request
|
||
|
||
### 贡献内容
|
||
- ✅ Excel VBA 工具脚本
|
||
- ✅ Python 自动化工具
|
||
- ✅ 物控案例分析
|
||
- ✅ 最佳实践文档
|
||
- ✅ 数据分析模板
|
||
|
||
---
|
||
|
||
## 许可证
|
||
|
||
本项目采用 MIT 许可证 - 详见 [LICENSE](LICENSE) 文件
|
||
|
||
---
|
||
|
||
## 联系方式
|
||
|
||
如有问题或建议,请通过以下方式联系:
|
||
- GitHub Issues: [提交 Issue](https://github.com/1803560007/物控学习笔记/issues)
|
||
- 邮箱: 1803560007@github.com
|
||
|
||
---
|
||
|
||
## 更新日志
|
||
|
||
### v1.0.0 (2026-02-03)
|
||
- ✅ 创建物控学习笔记仓库
|
||
- ✅ 添加基础知识文档
|
||
- ✅ 添加 Excel VBA 工具库
|
||
- ✅ 添加 Python 自动化脚本
|
||
- ✅ 添加案例研究
|
||
- ✅ 添加资源推荐
|
||
|
||
---
|
||
|
||
**最后更新**: 2026-02-03
|
||
**维护者**: 1803560007
|
||
**版本**: v1.0.0 |