GB/T 38557.1-2020Systems and software engineering - Interface and data exchange - Part 1:Interface specification for enterprise resource planning system and manufacturing execution system (English PDF)
系统与软件工程 接口和数据交换 第1部分:企业资源计划系统与制造执行系统的接口规范
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Issued by
SAMR; SAC
Level / Type
National · Recommended
Issue date
March 6, 2020
Implementation date
October 1, 2020
Scope
GB/T 38557.1-2020 is the English-translated version of 系统与软件工程 接口和数据交换 第1部分:企业资源计划系统与制造执行系统的接口规范.
GB/T 38557.1-2020 is the Chinese standard "Systems and software engineering - Interface and data exchange - Part 1:Interface specification for enterprise resource planning system and manufacturing execution system".
Its scope clause reads: This part of GB/T 38557 specifies the interoperability between enterprise resource planning (ERP) systems and manufacturing execution systems (MES) Data exchange framework, interoperability interaction scenarios and implementation, data exchange system model, and test requirements are defined.
This part is applicable to the integration, development and evaluation of ERP system and MES system. All relevant parties can tailor it according to the actual situation use.
Its clauses include terms and definitions; abbreviations; general; data exchange framework; test requirement definition.
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Document preview — GB/T 38557.1-2020
National Standard of the People's Republic of China
- ICS
- 35.080
- Classification
- L 77
Issued by: State Administration for Market Regulation; Standardization Administration of the PRC
Contents
- Foreword
- 1 Scope
- 2 Normative references
- 3 Terms and definitions
- 4 Abbreviations
- 5 General
- 6 Data Exchange Framework
- 7 Interoperability scenarios and implementation
- 8 Data Exchange System Model
- 9 Definition of test requirements
- Appendix A (informative appendix) ERP-MES exchange data example
1 Scope
This part of GB/T 38557 specifies the interoperability between enterprise resource planning (ERP) systems and manufacturing execution systems (MES)
Data exchange framework, interoperability interaction scenarios and implementation, data exchange system model, and test requirements are defined.
This part is applicable to the integration, development and evaluation of ERP system and MES system. All relevant parties can tailor it according to the actual situation use.
2 Normative references
The following documents are indispensable for the application of this document. For dated reference documents, only the dated version applies to this article
Pieces. For undated references, the latest version (including all amendments) applies to this document.
GB/T 11457-2006 Information Technology Software Engineering Terminology
GB/T 25109.1-2010 Enterprise Resource Planning Part 1.ERP Terminology
SJ/T 11666.1-2016 Manufacturing Execution System (MES) Specification Part 1.Model and Terminology
3 Terms and definitions
The terms and definitions defined in GB/T 11457-2006, GB/T 25109.1-2010, and SJ/T 11666.1-2016 apply to this document.
4 Abbreviations
The following abbreviations apply to this document.
5 General
The interoperability interface between ERP system and MES system should be based on the collaborative relationship between ERP system and MES system. Should be based on this enterprise
Requirements, combined with the characteristics of the industry, based on the complete business process, determine the collaboration relationship between the ERP system and the MES system.
The collaborative relationship between ERP system and MES system should.
a) Meet the needs of various processes and corresponding activities established by the enterprise for value realization;
b) Meet the needs of the enterprise to support its management and realization process and its corresponding activities established by the enterprise for the management and control of value realization.
ERP-MES interoperability interaction scenarios determine the design and implementation of interoperability interfaces. Interoperability interaction scenarios by specific exchange methods (Or a combination of exchange methods) and specific exchange data (or a set of interactive data) are determined, see Chapter 7.
Note. The exchange methods generally include. a) push (PUSH); b) pull (PULL); c) subscription/publish (Pub/Sub).
6 Data Exchange Framework
The data exchange framework of ERP-MES is shown in Figure 1.The main interoperability scenarios include production management information exchange, quality management information exchange,
Inventory management information exchange, maintenance management information exchange, the data exchanged mainly includes definition information, plan information, performance information and capability information. among them.
a) Production management information exchange
Through data exchange, realize the reasonable allocation, coordination, guidance and tracking of various resources according to the process, time and location specified in the plan.
Effectively plan, organize and control production activities. The information exchanged mainly includes.
1) Product definition information. Describe the manufacturing method of the product, including material definition, product design, process, technical information, etc.
2) Production plan information. Describe the specifications, quantity, time, location, etc. to be produced.
3) Production performance information. Describe the completion of the production plan, including the completed production results, the completed quantity and effect,
Resource consumption, input and output, etc.
4) Production capacity information. Describe the availability of production resources, including the available capacity, allocated capacity, and limit capacity of resources.
Production resources usually include materials, equipment, personnel and energy.
b) Quality management information exchange
Through data exchange, the coordination and tracking of quality testing and reporting activities, and the analysis and control of quality problems are realized. The information exchanged mainly includes.
1) Quality definition information. Describe the inspection specifications for quality testing, including material codes, quality inspection points, sampling points, sampling methods, and judgments.
Other methods, etc., and control methods to ensure the reliability of the test results, such as equipment calibration, quality inspection environment, etc.
2) Quality plan information. Describe the requirements for quality inspection activities for materials, environment and equipment, including the time, place, and quality inspection
Point, sampling point, sampling method, discrimination method, etc.
3) Quality performance/response information. Describe the result information of the testing activities taken for the quality plan, including quality inspection reports, disposal results, calibration results, etc.
4) Quality capability information. Describe the availability of quality inspection resources, including the available capacity, allocated capacity, and limit capacity of the resource.
c) Exchange of inventory management information
Through data exchange, realize the effective planning, organization, control and coordination of materials/materials, as well as decision support for purchasing, logistics and sales. The information exchanged mainly includes.
1) Inventory definition information. Describe information and rules related to material/material movement and storage. Rules such as designated specific locations,
Specific equipment, first in first out requirements, etc.
2) Inventory plan information. The request information describing the movement of materials/materials, including inbound requests, outbound requests, transfer requests, inventory adjustment requests, etc.
3) Inventory performance information. Describe the completion of the activities taken in response to the inventory request, including inbound information, outbound information,
Relocation information, inventory adjustment information, inventory status information, etc.
4) Inventory capacity information. Describe the availability of inventory resources, including resource availability, allocated capacity, and limit energy
Power and so on. Inventory capacity generally includes material type, storage space, storage type (such as temperature, danger level, chemical classification, cleanliness, humidity, etc.).
d) Maintenance and management information exchange
Variable and adaptable technical means of business process adjustment and management. Process management is an optional supported function.
2) System monitoring. Monitoring the operating status of each switching node in the switching domain through the monitoring interface is a
Management and maintainable operation support means. Monitoring is an optional supported function.
3) Provide access operations to shared databases, etc.
8.3 Message transmission requirements
Clear information interaction specifications should be formulated, mainly including the following aspects.
a) Message communication layer protocol
The message communication protocol is used to describe the protocol and method of message transmission between systems at the communication level, including network protocol, communication
Routing, sender and receiver, identification and reliability, etc.
b) Message communication method
There are generally two ways of message communication.
1) The synchronization method is "Request-Response" type, which is mainly used in real-time scenarios, such as pulling data in real time, or
Perform remote calls. If it is to perform a remote call, the application layer is usually required to take measures to maintain the transaction of both parties/
Data consistency.
2) The asynchronous mode is "Request/OneWay", and the message is sent to the other party through the communication middleware, and the sender only gets
Take the communication response. The API of the communication middleware is usually required to provide transaction functions and ensure delivery (the receiver correctly receives
Collect and process).
c) Message body format specification
Common message body formats such as string segmentation, XML, JSON, etc.
9 Test requirement definition
9.1 Overview
Interoperability interface testing is generally to determine whether the interface meets or meets the corresponding specifications by testing the input and output parameters in different scenarios
And product requirements, and its test requirements include but are not limited to.
a) Check the process of data exchange, transmission and control management, as well as mutual logical dependence;
b) Check the correctness of the interface parameter transfer, the correctness of the interface function realization, and the correctness of the output result;
c) Check the completeness and rationality of fault-tolerant processing of various abnormal situations.
9.2 Business function test
The interface test scenarios and test environment should be designed according to the discrete or process industry characteristics of the system to be tested. The test scenario should be at least
Covers production management information exchange scenes, quality management information exchange scenes, inventory management information exchange scenes, maintenance management information exchange scenes,
And other required scenes.
It should address the requirements of data exchange service functions such as information transmission, information processing, and business representation for data exchange, as well as the message communication layer protocol,
Message communication method (synchronous/asynchronous), interface realization method (active/passive) and other message transmission requirements, and develop different interface tests
Strategy.
According to business logic, multi-interface procedural testing should be conducted for different business scenarios.
9.3 Boundary and anomaly testing
According to the interface parameters provided in the design document, the parameters should be passed in normally to test whether the correct result is returned.
The verification of abnormal conditions by the interface shall be verified. When the parameters are not entered according to the interface requirements, test the handling of the interface. Common differences
Common situations include whether the parameter is required, whether the parameter length/parameter type meets the requirements, etc.
When there are multiple parameters in the interface, and there is a logical relationship between the parameters, all possible normal and
Abnormal combination situation.
9.4 Performance and safety testing
Interface performance test content generally includes response time, throughput, concurrency, server resource utilization, etc.
The interface security test content generally includes checking whether the interface verification can be bypassed, checking whether the identity authorization can be bypassed, and checking whether the parameters are encrypted.
Check the complexity of the password.
Appendix A (Informative appendix)
ERP-MES exchange data example
A.1 Production management information exchange
A.1.1 Product definition
Product definition information describes how to manufacture the product, including material definition, product design, process, technical data, etc. Product definition information includes the following main content.
a) Material classification information. classification code, classification name, superior classification, etc.;
b) Material master data. material code, material name, specification, material, drawing number, material classification, production type, unit of measurement, material status, etc.;
c) Bill of materials/recipe information. component code, component version number, component component item code, component item version number, component item
The type (such as self-made, procurement, outsourcing, virtual), quantity, loss, lead time, effective date, expiration date, etc.;
d) Process information. code, name, description, etc.;
e) Process route information. process route code, process route name, part code, process number, process name, processing content, work
Center, tooling, working hours quota, version number, effective date, expiration date, etc.;
f) Technical documentation. component code, component name, file type (drawings, work instructions, etc.), file name, file content, version number, etc.;
g) NC program code. program number, program name, code content, version number, etc.
A.1.2 Production capacity
The production capacity information describes what resources are available, including the available capacity, allocated capacity, and hard-to-reach capacity of the resource. Resources
Usually includes materials, equipment, personnel and energy. Resource availability is based on time and needs to consider working hours, labor laws, holidays, work breaks,
Factors such as work stoppages and shifts. Production capacity information includes the following main content.
a) Organization information. department code, department name, department level, superior department, capacity unit, available capacity, assigned capacity, difficulty
To achieve the ability, work calendar, description, etc.;
b) Production personnel information. personnel code, name, qualification, department, gender, education, birthday, political appearance, birthplace, home address,
Postal code, telephone, mobile phone, job position, personnel status, capacity unit, available capacity, assigned capacity, unreachable capacity
Power, work calendar, description, etc.;
c) Work center information. work center code, name, capability unit, available capability, assigned capability, unreachable capability, work calendar, description, etc.
A.1.3 Production plan
The production plan describes what to produce, usually including what product to produce, how much to produce, and when to produce information. The production plan information includes the following main content.
Agreement, delivery time, etc.;
Time, planned completion time, customer information, etc.;
c) Delivery plan change request information. delivery plan number, change content, change time, change reason, etc.;
d) Master production plan information. production plan number, material code, material name, specification, quantity, unit of measurement, planned start time, plan
Completion time, customer information, delivery agreement, delivery time, etc.;
e) Main production plan change request information. production plan number, request content, request time, reason for change, etc.;
f) Parts plan information. production plan number, material code, material name, specification, quantity, unit of measurement, process, when the plan starts
Time, planned completion time, etc.;
g) Information about the request for changes to the parts plan. production plan number, request content, request time, reason for change, etc.;
h) Purchase request information. purchase request number, material code, material name, specification, quantity, unit of measurement, supplier, purchase unit price, tax
Rate, purchasing department, demand department, application date, arrival time, etc.
A.1.4 Production performance
Production performance describes what has been produced, including information about current and completed production results as planned. It usually
It includes information about what has been done, how much has been done, how it has been done, and when it has been done. Production performance information includes the following main content.
c) Master production plan execution tracking information. production plan number, material code, material name, specification, status, process, planned quantity, completed quantity, unit of measurement, etc.;
d) Tracking information of parts plan execution. production plan number, material code, material name, specification, status, process, planned quantity, completed
Into quantity, unit of measurement, etc.;
Work center, operator, etc.;
Unit of measurement, fixed working hours, etc.;
g) Energy consumption information. energy type, quantity, unit of measurement, time period, department, etc.;
h) Purchase performance information. document number, material code, material name, planned quantity, arrival quantity, unit of measure, purchasing department, demand department
Door, arrival time, etc.;
Complete quantity, unit of measurement, supplier information, etc.
A.2 Quality management information exchange
A.2.1 Quality definition
Quality definition is the inspection specification for testing materials, environment and equipment. The quality definition includes the control party used to ensure the credibility of the test results
Laws, such as equipment calibration, environmental standards. The types of quality inspection include physical testing, chemical testing, non-destructive testing, surface quality testing, electrical testing, etc. quality
The definition information includes material codes, quality inspection points, quality inspection items, sampling points, sampling methods, inspection methods, judgment standards, inspection report templates, etc.
Quantity specification content.
A.2.2 Quality capability
Quality capabilities include future available capabilities, allocated capabilities, and hard-to-reach capabilities of quality resources. Quality capability information includes the following main
Main content.
a) Quality personnel information. code, name, qualification, capability unit, available capability, assigned capability, unreachable capability, working days
Calendar, description;
b) Quality equipment information. code, name, capability unit, available capability, assigned capability, hard-to-reach capability, work calendar, description
Said, etc.;
c) Quality material information. code, name, capacity unit, available capacity, assigned capacity, difficult to reach capacity, work calendar, description
A.2.3 Quality plan
Quality plan is the requirements for testing activities of materials, environment and equipment, including testing requirements for raw and auxiliary materials, intermediate products, finished products, and equipment calibration.
Standard requirements. The quality plan information includes the following main contents.
a) Quality inspection requirements. document number, material code, quality inspection point, quality inspection item, sampling point, sampling method, inspection method, judgment standard,
Plan start time, plan completion time, etc.;
b) Equipment calibration requirements. document number, equipment code, calibration content, planned start time, planned completion time, etc.
A.2.4 Quality performance
Quality performance is the result information of the inspection activities taken for the quality plan. Quality performance information includes the following main content.
a) Quality inspection report. document number, material code, quality inspection point, quality inspection item, sampling point, sampling method, inspection method, judgment standard, inspection
Data, quality inspection conclusion, quality inspection time, quality inspector, etc.;
b) Quality disposal results. material code, repair, scrap, concession acceptance, deviation reuse, etc.;
c) Quality inspection certificate information. document number, material code, inspection data, quality inspection conclusion, quality inspection time, quality inspector, etc.;
d) Equipment calibration results. document number, equipment code, calibration content, start time, completion time, etc.
A.3 Exchange of inventory management information
A.3.1 Inventory definition
Inventory definition is defined information and rules related to material movement and storage. Rules can target specific locations, specific devices, and specific
Materials, such as materials first-in-first-out rules. Inventory definition information includes the following main content.
a) Warehouse information. warehouse code, warehouse name, warehouse type, warehouse status, material type, storage type, etc.;
b) Location information. location code, location name, location type, location status, warehouse belonging, material type, storage type, warehousing regulations
Rules, outbound rules, etc.;
c) Customer information. code, name, type, location, contact person, contact address, contact phone number, status, bank and account number, payment
Taxpayer identification number, credit limit, description, etc.;
d) Supplier information. code, name, type, location, contact person, contact address, contact number, status, bank and account number,
Taxpayer identification number, credit limit, description, etc.
A.3.2 Inventory capacity
Inventory capacity includes future available capacity, allocated capacity, and hard-to-reach capacity of inventory resources. Inventory capacity through material type,
Storage space (or volume) and storage type are distinguished. Storage types include temperature, danger level, chemical classification, cleanliness, humidity, etc. in stock
Capability information includes the following main content.
a) Warehouse capacity information. warehouse code, material type, storage type, capacity unit, available capacity, assigned capacity, unreachable
Ability, status, etc.;
b) Location capacity information. location code, material type, storage type, capacity unit, available capacity, allocated capacity, unreachable
Ability, status, etc.
A.3.3 Inventory plan
Inventory planning is a request for material movement in the workshop. The inventory plan information includes the following main content.
a) Warehousing request. document number, material code, material name, specification, batch, quantity, unit of measurement, warehousing type, warehouse area code, location
Code etc;
b) Delivery request. document number, material code, material name, specification, batch, quantity, unit of measure, delivery type, warehouse area code, location
Code etc;
c) Relocation request. document number, material code, material name, specification, batch, quantity, unit of measurement, relocation type, storage area code, location
Code, destination library area code, destination location code, etc.;
d) Inventory adjustment request. document number, material code, material name, specification, batch, quantity, warehouse area code, location code, etc.
A.3.4 Inventory performance
Inventory performance is the completion of activities taken in response to inventory requests. Inventory performance information includes the following main content.
a) Storage information. document number, material code, material name, batch, quantity, unit of measurement, storage type, storage area code, location code,
Operating time, operator, etc.;
b) Outbound information. document number, material code, material name, batch, quantity, unit of measurement, outbound type, warehouse area code, location code,
Operating time, operator, etc.;
c) Move library information. document number, material code, material name, batch, quantity, unit of measurement, move library type, library area code, location code,
Destination library area code, destination location code, operating time, operator, etc.;
d) Inventory adjustment information. document number, material code, material name, batch, quantity, warehouse area code, location code, etc.;
e) Inventory status information. material code, material name, specification, supplier, batch, inventory quantity, allocated quantity, available quantity, current
Transit volume, unit of measurement, warehouse area code, location code, production date,...
......
This preview omits tables, figures, formulas and parts of the technical clauses. The complete document — 22 pages — is available in the English PDF.
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