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Design and implementation of quotation management process according to quotation change factors in make-to-order manufacturing environments

수주생산환경에서 견적변경 요인에 따른 견적관리 프로세스의 설계 및 구현

  • 전규환 (울산대학교 대학원 산업경영공학부) ;
  • 장길상 (울산대학교 경영정보학과) ;
  • 박창권 (울산대학교 산업경영공학부)
  • Received : 2021.11.01
  • Accepted : 2021.11.08
  • Published : 2021.11.30

Abstract

In a make-to-order manufacturing environment, the manufacturer's quotation information is important information used as basic information for bidding, receiving orders, and producing products in response to various customer demands. This quotation information is changed according to various factors such as customer demands, changes in product production environment, changes in drawing information of technical partners, and technological improvement of products. Due to this change, various changes occur in the quotation information that the manufacturer is preparing to reflect the customer's requirements. The change of quotation information according to these various change factors puts a lot of burden on the quotation management work from the standpoint of a make-to-order manufacturing company. In particular, the change of quotation information due to the change factors of quotation is inevitable and frequently occurs due to the requirements of the customer in the customer-oriented make-to-order production environment. In this paper, we propose a quotation change process based on the quotation creation process and propose a consistent and efficient quotation change processing method. To this end, the factors causing the change of quotation were defined, and the types of changes for each factor were defined. And it shows the procedure of applying the quotation change process to the quotation management system through the cases of each cause of the quotation change. In addition, in order to show the usefulness of the quotation change factors, the type of quotation change, the quotation change process, and the quotation system management, the proposed quotation change process and function was applied in the integrated quotation management system for the ship engine division of a typical make-to-order manufacturing company 'H'. As a result, it was confirmed that the proposed quotation change process and management system according to the quotation change factors were efficiently performed.

수주생산 환경에서 제조업체의 견적정보는 다양한 고객요구에 대응하여, 프로젝트의 입찰, 수주, 그리고 생산할 제품의 기초정보로 사용하는 중요한 정보이다. 이 견적정보는 고객요구, 제품생산 환경의 변화, 기술제휴사의 도면정보 변경, 그리고 제품의 기술 개선 등의 여러 요인에 의해 변경된다. 이러한 변경으로 인하여, 제조사가 고객의 요구사항을 반영하여 작성중인 견적정보에 다양한 변경이 발생한다. 이러한 다양한 변경요인에 따른 견적정보의 변경은 수주생산 기업의 입장에서 견적관리업무에 많은 부담을 주고 있다. 특히, 견적의 변경요인으로 인한 견적정보 변경은 고객중심의 주문생산 환경에서 고객의 요구사항에 의해 불가피하고 빈번하게 발생한다. 본 논문에서는 견적생성 프로세스를 기준으로 견적변경 프로세스를 제시하고, 일관적이고 효율적인 견적변경처리 방안을 제시하고자 한다. 이를 위하여, 견적의 변경이 발생하는 요인을 정의하고, 각 요인에 대한 변경유형을 정의하였다. 그리고 견적변경에 대한 발생 요인별 사례를 통하여 견적변경 프로세스가 견적관리시스템에 적용되는 과정을 보여준다. 또한 제안된 견적변경 요인, 견적변경 유형, 견적변경 프로세스, 그리고 견적체계 관리의 유용성을 보여주기 위하여, 고객 중심의 수주생산기업인 'H'사의 선박엔진 부문의 통합 견적관리시스템에서의 견적변경처리 기능 및 절차에 적용하였다. 그 결과, 견적변경 요인에 따른 견적변경 처리 및 관리가 효율적으로 수행됨을 확인하였다.

Keywords

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