CN-122022694-A - Sales order intelligent merging delivery method and system

CN122022694ACN 122022694 ACN122022694 ACN 122022694ACN-122022694-A

Abstract

The invention relates to the technical field of enterprise informatization management, in particular to an intelligent sales order merging and delivery method and system; the method comprises the steps of obtaining sales order data of target clients from a service management system through a service management system interface, inquiring to-be-synchronized delivery records which are generated by target clients but are not synchronized to the service management system in middle layer data storage to obtain corrected actual delivery volume of each material, receiving screening conditions configured by a user through an operation interface, filtering the sales order data according to the screening conditions, receiving target delivery volume, arranging the filtered orders according to ascending order of service identifiers reflecting order entry sequence, sequentially accumulating the actual delivery volume of each order corresponding to the material, generating delivery forms according to accumulation results, and writing the delivery forms into the middle layer data storage.

Inventors

HUANG JING
ZHANG HAIFENG

Assignees

广东弗我智能制造有限公司

Dates

Publication Date: 20260512
Application Date: 20260320

Claims (10)

1. The intelligent combined delivery method for the sales order is characterized by comprising the following steps of: Obtaining sales order data of a target customer from a service management system through a service management system interface, wherein the sales order data comprises order identification, material identification, order quantity and delivered quantity of each order; inquiring the to-be-synchronized delivery records which are generated by the target client and are not synchronized to the business management system in the middle layer data storage, and accumulating the occupied quantity corresponding to each material identifier in the to-be-synchronized delivery records to the corresponding delivered quantity to obtain the corrected actual delivery capacity of each material; Receiving screening conditions configured by a user through an operation interface, and filtering the sales order data according to the screening conditions, wherein the screening conditions comprise at least one of an order exclusion set, a purchase order identification set allowing delivery and a material identification set allowing delivery; Receiving target shipment quantity, arranging filtered orders in ascending order according to service identifiers reflecting order entry sequence, accumulating actual deliverable quantity of materials corresponding to each order in order, taking the difference between the target shipment quantity and accumulated quantity as the current shipment quantity of the order when the sum of the actual deliverable quantity and accumulated quantity of a certain order exceeds the target shipment quantity, and reserving the allowance of the actual deliverable quantity of the order minus the current shipment quantity as the next available quantity of the order; And generating a delivery bill according to the accumulation result, writing the delivery bill into the middle layer data storage, synchronizing the delivery bill to the service management system through the service management system interface, and updating the synchronous state of the corresponding record of the delivery bill in the middle layer data storage according to the synchronous result.
2. The intelligent merge delivery method for sales orders according to claim 1, wherein the service identifier is a sales voucher number, the sales voucher number monotonically increases with order entry operation in the service management system, and the delivery priority of each order is determined in ascending order of the value of the sales voucher number.
3. The sales order intelligent merge delivery method as set forth in claim 1, wherein when the screening condition includes both an order exclusion set, a purchase order identification set for a permitted delivery, and a material identification set for a permitted delivery, filtering is sequentially performed in the order of firstly removing orders belonging to the order exclusion set from the sales order data, secondly reserving only orders belonging to the purchase order identification set for a permitted delivery from the remaining orders, and finally reserving only order rows belonging to the material identification set for a permitted delivery from the above results, and when there is an intersection between an order in the order exclusion set and an order associated with the purchase order identification set for a permitted delivery, filtering operation of the order exclusion set is performed in preference to filtering operation of the purchase order identification set for a permitted delivery, and orders in the delivery are automatically removed from filtering results while prompting information including conflicting order identifications and processing results is output to the operation interface.
4. The sales order intelligent merge delivery method as set forth in claim 1, wherein in response to a change event of a screening condition in the operation interface, a filtering operation and a subsequent sequential accumulation operation of the sales order data are automatically re-executed, and updated results are refreshed to the operation interface in real time.
5. The intelligent sales order merging and delivery method according to claim 1, further inquiring the warehousing state of the production orders associated with each filtered order after completing the filtering according to the filtering conditions, only reserving the orders with the warehousing state of the corresponding production orders being the finished quality inspection warehousing to participate in the sequential accumulation operation, and excluding the orders with the warehousing state of the corresponding production orders not reaching the finished quality inspection warehousing from the sequential accumulation operation.
6. The intelligent sales order merge delivery method as set forth in claim 1, wherein the delivery order record in the middle layer data store contains a synchronization status field, the value of the synchronization status field includes to-be-synchronized, in-synchronization, synchronized and synchronization failure, only the synchronization status field is counted as occupied number in to-be-synchronized or in-synchronization delivery record to be synchronized when the corrected actual deliverable amount of each material is calculated, the synchronization status field is not counted as record to be synchronized with synchronization failure, and the synchronization status field of the delivery order corresponding record in the middle layer data store is updated as synchronization failure when the synchronization operation of the delivery one-way service management system fails, and alarm information including failure cause is output to the operation interface.
7. The intelligent sales order merge delivery method as set forth in claim 1, wherein each order in the sales order data comprises a plurality of order lines for different material identifications, wherein accumulation of occupied amounts is independently performed for each material identification when calculating actual deliverable amounts of the materials, and wherein order lines placed for each material identification are independently performed with a minimum order line metering unit when performing the sequential accumulation operation, and each material identification in the generated delivery form corresponds to an independent delivery line.
8. The intelligent consolidated delivery method of sales orders of claim 1, wherein the target shipment quantity is determined by presenting a summarized actual deliverable quantity of each material after filtering to the operator interface after filtering according to the filtering condition and before beginning to accumulate sequentially, receiving a value entered by a user at the operator interface as the target shipment quantity, the target shipment quantity not exceeding the summarized actual deliverable quantity.
9. The sales order intelligent merging delivery method according to claim 1, wherein after the delivery order is synchronized to the service management system successfully, a complete snapshot of the screening condition in the present operation, an order list participating in the present sequential accumulation, the target delivery quantity, an identification of the delivery order, an identification of a user account initiating the present operation, and an operation timestamp are stored in an additionally written manner in an operation log table stored in the middle layer data, and an association index between the stored log record and the corresponding record of the delivery order is established.
10. A sales order intelligent consolidated delivery system, comprising: The middle layer data storage is independent of the deployment of the business management system and is used for storing the delivery note records and the synchronous state of each delivery note record; the business management system interface is used for exchanging data with the business management system; The data acquisition module is configured to acquire sales order data of a target customer from the service management system through the service management system interface, wherein the sales order data comprises an order identifier, a material identifier, order quantity and delivered quantity of each order; The deliverable quantity correction module is configured to query a to-be-synchronized delivery record which is generated for the target client in the middle layer data storage and is not synchronized to the service management system, accumulate the occupied quantity corresponding to each material identifier in the to-be-synchronized delivery record to the corresponding delivered quantity, and obtain corrected actual deliverable quantity of each material; The dynamic condition screening module is configured to receive screening conditions configured by a user through an operation interface, and filter the sales order data according to the screening conditions, wherein the screening conditions comprise at least one of an order exclusion set, a purchase order identification set allowing delivery and a material identification set allowing delivery; The first-in first-out merging module is configured to receive target shipment quantity, arrange filtered orders in ascending order according to service identifiers reflecting order entry sequence, sequentially accumulate actual deliverable quantity of materials corresponding to each order, when the sum of the actual deliverable quantity and accumulated quantity of a certain order exceeds the target shipment quantity, take the difference between the target shipment quantity and the accumulated quantity as the current delivery quantity of the order, and reserve the allowance of the actual deliverable quantity of the order minus the current delivery quantity as the next available quantity of the order; And the delivery bill management module is configured to generate a delivery bill according to the accumulation result, write the delivery bill into the middle layer data storage, synchronize the delivery bill to the service management system through the service management system interface, and update the synchronous state of the corresponding record of the delivery bill in the middle layer data storage according to the synchronous result.

Description

Sales order intelligent merging delivery method and system Technical Field The invention relates to the technical field of enterprise informatization management, in particular to an intelligent sales order merging and delivery method and system. Background In the sales execution link of the manufacturing industry, the same customer often places a plurality of sales orders at different times, and enterprises usually combine the plurality of sales orders into the same batch for delivery together so as to reduce the logistics cost and the delivery pressure. However, the following problems are prevalent in the prior art when the above-described objectives are met in the context of a business management system, such as an enterprise resource planning system. Firstly, business personnel need to inquire the remaining deliverable quantity of each sales order one by one in a business management system, manually screen, calculate and create delivery orders one by one, and the operation steps are complex, the time consumption is obvious, and the operation efficiency is low. In addition, since business management systems typically allow a sales order to create a delivery order in multiple batches, automatic consolidation is more difficult to achieve when multiple orders are handled in batches. Secondly, there is data synchronization delay between the service management system and the local system, and the number occupied by the delivery form which is created locally but not written back to the service management system cannot be reflected in real time at the service management system side, so that data calculation misalignment is very easy to cause. If the data returned by the business management system is directly used for calculating the deliverable quantity, the deliverable quantity is high in deficiency, the risk of excessive delivery is caused, and if the unsynchronized data is manually deducted by relying on manpower, omission or repetition is easy to occur. Thirdly, the existing order batch processing scheme only supports filtering according to a single dimension, can not simultaneously meet the combined screening requirement of multi-dimensional business rules such as specific order elimination, purchase order range limitation and material range limitation, and the like, has insufficient condition screening flexibility and is difficult to adapt to complex actual business scenes. Fourth, manual operations cannot determine delivery priorities of orders strictly according to the order entry time sequence, and it is difficult to ensure that the first-in first-out has a large risk in a scenario with compliance requirements or inventory accounting requirements on the delivery sequence. Therefore, a technical solution for automatically and accurately implementing intelligent combined delivery of multiple sales orders on the premise of delayed data synchronization of a service management system is needed to overcome the above-mentioned drawbacks. Disclosure of Invention The invention aims to provide a sales order intelligent merging delivery method and a sales order intelligent merging delivery system, which are used for solving the technical problems that in the prior art, the delivery amount is out of alignment, the screening condition dimension is single, first-in first-out delivery cannot be automatically realized, and the like. To achieve the purpose, the invention adopts the following technical scheme: in a first aspect, the present invention provides a sales order intelligent consolidated delivery method comprising the steps of: S1, acquiring sales order data of a target customer from a service management system through a service management system interface, wherein the sales order data comprises order identifications, material identifications, order numbers and delivered numbers of each order; s2, inquiring a to-be-synchronized delivery record which is generated by the target client and is not synchronized to the business management system in the middle layer data storage, and accumulating the occupied quantity corresponding to each material identifier in the to-be-synchronized delivery record to the corresponding delivered quantity to obtain the corrected actual delivery quantity of each material; S3, receiving screening conditions configured by a user through an operation interface, and filtering the sales order data according to the screening conditions, wherein the screening conditions comprise at least one of an order exclusion set, a purchase order identification set allowing delivery and a material identification set allowing delivery; s4, receiving target shipment quantity, arranging the filtered orders in an ascending order according to service identifiers reflecting order entry sequence, sequentially accumulating the actual deliverable quantity of materials corresponding to each order, taking the difference between the target shipment quantity and the accumulated quantity as the current shipment quant