UserManualforKingdeeK/3V14.2CRMStatementThedocumentcopyrightisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybeadded/deleted,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.November,2015-5-PrefaceThankyouforusingUserManualforKingdeeK/3V14.2CRM.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelymanagecustomers,opportunities,marketsandservices: SystemOverview OperationSuggestions DetailedOperationProcedure SystemFunctionsandFeatures SystemSettingThe“Preface”partofthismanualprovidesyouwiththeapproachofacquisitionofotherhelpfulinformationandtheagreementofcompilation.TargetReadersThismanualassumesthatyouhaverichworkexperienceandgoodmasteryofthefielditmentions,andhavecomprehensiveunderstandingoftheelementaryknowledgeofKingdeeK/3product.Ifyouhavenotusedthissystembefore,youarerecommendedtoreceiveoneormoresubsystem-trainingprogram(pleasecontactKingdee’sbranchofficesindifferentzone,soastogetmoretraininginformation).Ifyouhopetoacquirein-depthknowledgeaboutthesystem,forexample,systeminterface,etc.,pleasefamiliarizeKingdeeK/3systemarchitecture,MSSQLSERVERknowledgeandreadthetechnicaldocumentsofKingdeeK/3system.SourceofAssociatedInformationYoucanacquaintwithoursystemthroughthefollowingapproachesandacquirenecessaryserviceandassistance.1.OnlineInformationIfyouneedtoknowdynamicdevelopmentofKingdeeK/3productsandexchangeproductapplicationsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-saleConsultingServiceForthesakeofenterprisedevelopmentandmanagementrequirement,Kingdeeprovidesmanagementconsultationandsolutionandhelpenterprisemakequickcorrectdecisions.3.ProductTrainingBasedontheprincipleoftechnicalinnovationandmanagementinnovation,Kingdeecontinuallyprovidescustomerswithcompleteindustrialsolution.Besidesexcellentproduct,Kingdeealsooffersassociatedtrainingservice,soastohelpusersgettwicetheresultwithhalftheeffortinsoftwareapplication.4.ExecutionofConsultingService-6-Basedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation.KingdeeiswillingtoutilizeitsexperienceinenterprisemanagementandITtechnologytohelpyouscorecompletesuccess!5.FieldSupportServiceOurqualifiedprofessionalswillcommunicatewithyoufacetoface,makeon-siteprofoundresearchandanalysisoftheissuesandfindoutasolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7.CSPServiceSupportByintegratingyearsofexperienceandforeignadvancedmanagementidea,KingdeeabstractstheintegratedCSPservicethatiscommonlyusedandfrequentlyrequiredbycustomers,whichisthemostcompletesystematicserviceproductoftheindustrywithomni-bearingfunctionbasedonKingdee’sadvancedscientificandtechnologicalinstrumentandprofessionalserviceteam.8.CallCenterThroughcustomercallcenterservice(CallCenter),Kingdeecanprovideyouwithcompleteattentiveserviceandsolveyourapplicationproblemimmediately.9.IndividualizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10.ConvenientServiceKingdeeisnotonlyaproviderofsolution,butalsoaproviderofrelatedauxiliaryproduct.Kingdeeprovidestheconvenientservicethatexcludesyourdifficultyandanxietyofselectionandguaranteesthecompatibilityandconformityofrelatedproductandsystem.11.CooperationAllianceServiceKingdeeactivelycarriesoutstrategiccooperationwithotherleadingenterprisesofITindustryandprovideyouwithomni-bearingservice,forexample,enterprisemanagementconsulting,systemintegration,associatedtraining,etc.YoucannotonlygetKingdee’sserviceresourcehere,butalsohavethepriorityforsharingtheresourceofKingdee’spartners.12.VersionUpgradeServiceTheupgradeserviceenablesyoutomakeinflationproofandvalue-addedinvestment-7-withtheprogressofthetimeandrealizethepurposeof“replacingtheoldsystemwithnewone”atpreferentialprice.KingdeeK/3ProductDesignIdeaBasedonthebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilities,includingbusinessflowplanning,organization,andcoordinationacrosstheproduct(service)valuechainaswellaseffectivebusinessandmanagementprocedures.Inlightofthecharacteristicsofstrategicmanagement,itemphasizesenterprise’smasterdata,basicbusinessflow,internalcontrol,knowledgemanagement,employee’sconductandsoon,integratesandprovidesalldecision-makinginformationrequiredinthewholecourseofstrategicmanagementthroughampleinstrumentandmethods,real-timemonitorstheproblemsoccurringinthecourseofstrategyimplementation,andhelpenterprisescreatecontinuallyincreasingcompetitivepower.Basemanagementisthemanagementpracticeforanenterprise'ssustainabledevelopment.Theeffectofbasemanagementdetermineswhethertheenterprise’sstrategicobjectivecanberealizedornotandalsodetermineswhethertheenterprise’ssustainabledevelopmenthasasolidfoundation.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusiness-8-softwareande-businessapplicationsolutionintheAsia-Pacificregion,andoneofthefast-growingISVinglobalsoftwaremarket,andaleadingcompanyofChinesesoftwareindustry.ThesoftwareproductdevelopedandsoldbyKingdeeincludesthebusinessmanagementsoftwarethatmeetsthedemandofbusinessmanagementofthefast-growingnewmarket,thee-businessapplicationsoftwarethatoffersserviceviaInternet,aswellasthemiddlewaresoftwareusedbyenterprisestoestablishe-businessplatform.Besides,Kingdeealsoprovidescustomersworldwidewithsoftware-relatedmanagementconsulting,implementationandtechnicalservice.Kingdee’sunique“fastconfiguration,fastimplementation,fastapplication,fasteffect”globalizedproductandservicepositioningcanhelpcustomersmeetthechallengeoftheuncertaincommercialenvironmentcalmly,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurefast,sustainableandhealthygrowthoftheorganization.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina'sfirstcountingsoftwarebasedonWINDOWS,firstpureJAVAmiddlewaresoftware,andfirstthree-tireERPsystembasedonInternetplatform.KingdeeK/3isthebusinesssoftwarewiththehighestoccupationratiointheERPmarketamongChinesesmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleasedthenewgenerationproduct-KingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetsatlargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideaandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversenterprise’sinternalresourcemanagement,supplychainmanagement,customerrelationshipmanagement,knowledgemanagement,commercialintelligence,etc.andrealizesthebusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.CompilationAgreement AgreementofGeneralFormatFormatMeaningSongFontContentUnderlineInputinformationItalicPromptMessage AgreementofGraphicalInterfaceFormatFormatMeaning“”Windowname〖〗Generalmenuitemordendritestructuremenuitem【】Buttoninthewindow-9-<>Optionsinthewindow→Continuousselectionofmenuanditssubmenuordendritestructure AgreementofKeyboardOperationFormatDescriptionKey1KeynameonthekeyboardKey1+Key2Presstwokeyssimultaneously AgreementofMouseActionFormatMeaningClickPressleftmouseandclickanobjectDouble-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressleftmouseDrag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse SpecialSignsFormatMeaningCaution:Remindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.Note:ProvidessomeimportantdescriptionsExamples:GivesanexamplesothatuserscanunderstanditveryclearlyPrerequisite:Itreferstotheoperationthatmustbecompletedbeforeacertainoperation.Definition:Definesfinancialorcomputertermsthatappear.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.EPCreferstoEvent-driven-ProcessChain.Throughconnectingtoeventandtask,userscansetupthemoduleofcomplicatedbusinessflowandmakeananalysis.EPCmethodnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.EPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscaneasilyseewhichdepartmentorpostisinvolvedwiththeflow.ConcerningthedescriptionofthesymbolsmentionedinEPCchart,seethetablebelow:NameIconDefinitionSample-10-EventItdescribesthehappeningofthestateofaffairs,andoppositelyactsasatrigger.ReceivingoriginaldocumentsFunctionItdescribestheconversionfrominitialstatetofinalstate.Log-inevidenceOrganizationUnitItdescribestheenterprise’sstructureroughly.AccountantoffinancialdepartmentInformation,Material,ResourceObjectItdescribestheobjectinrealworld(forexample,businessobject,andmaterialobject).AccountRouteItdisplaystheprecedencerelationshipofconnectionofdifferentflows(navigationassistance).VoucherprocessingprocedureLogicOperationalCharacterItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowItdescribestheprecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisaccompaniedwiththeopinionfeedbackform.YoucanstateyouropinionandsuggestiononourproductorusermanualandreturnittousatKingdee’sbranchoffice,ordirectlysendittoK/3Product-11-Departmentbyfaxat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionandopinion.-1-TableofContentsChapter1SystemOverview.11.1AboutThisSystem..11.1.1Customermanagementphilosophyof360-degreelife-cyclemanagement.21.1.2Highlyefficientbusinessopportunityprocessmanagement.21.1.3Accuratedecisionanalysis..21.1.4Completebusinessmanagement..21.1.5Overallmarketingmanagement.21.1.6Highlyefficientandstandardizedservicemanagement..31.1.7Platform-basedtechnicalframework.31.2SystemLocationinK/3ERP.31.3InterfacestoOtherSystems.41.4OverallSchemeFigure.5Chapter2SystemSetting.12.1HomepageSettings.12.1.1HomepageDisplayingSchemeSettings.12.1.2DisplayingContentsandFunctionsonHomepage.52.2BusinessAssistant.102.2.1TimelyReceivingandProcessing.102.2.2MessageList.142.3MasterDataSettings.152.3.1MasterData..152.3.2Approach..162.3SurveyQuestionBase..202.3.1SurveyQuestionBaseAddition.202.3.2SurveyQuestionBaseMaintenance.212.4ParameterSettings..222.4.1SystemParameterSettings.232.4.2WebsiteLoginParameterSettings..252.4.3OrderClashesParameters..252.4.4E-mailServerSettings.262.4.5SettingsofPeriodicalServiceofCustomerTransactionOverview.272.5BasicFunctionSettings.272.5.1DataIsolationSettings(ForHistoricalVersion).272.5.2DataIsolationSettings(ForNewVersion)..402.5.3MailServerandAccountSettings..562.5.4EmployeeHandover..562.6DocumentCodingRule.642.6.1SettingsofDocumentCodingRule.642.6.2ApplicationofDocumentCodingRule.692.7DocumentOptions..702.7.1UsingCodingRule.702.7.2Allowmanualentry(Y/N).702.7.3CanonlyEdit,DeleteandVoidDocumentsEnteredbyMyself..702.8PrintControl..702.8.1SettingsofPrintControl.702.8.2ApplicationofPrintControl..71Chapter3PublicFunctions.73-2-3.1PublicFunctionsofDocument..733.1.1HowtoEnterNon-defaultInformationintoDocuments.733.1.2DocumentFunctions..743.2PublicFunctionsofDocumentsList..773.2.1FilteringandQueryingAllDocuments.773.2.2MassHandlingofAllDocuments.813.3PublicFunctionsofReport..853.3.1Querymethods..853.3.2Function.86Chapter4MessageCenter.894.1Message..894.2E-mail.894.2.1SettingE-mailAddress..894.2.2CompanyMailbox..904.2.3ReceivingandSendingE-mail..904.3ApprovalCenter.934.4InternalDiscussion..934.4.1InternalDiscussionAddition..934.4.2InternalDiscussionMaintenance..954.4.3ReleaseCommentFunctionofInternalComment..964.4.4NotifyParticipantFunction..964.4.5CloseFunctions.964.5SMSCenter.964.5.1ArchivingShortMessages.974.5.2SMSPermissionControl.97Chapter5ScheduleManagement..995.1CalendarView..995.1.1DisplayingsofCalendarView.995.1.2MaintainingSchedule..1005.2ActivityManagement..1015.2.1NewActivity.1015.2.2MaintenanceofActivities.1055.2.3Approvalonactivities.1065.2.4Remindingofactivities..1075.2.5ActivityExpenseClaimSheet.1075.3ExpenseManagement.1075.3.1CreatingaNewExpenseReportForm.1075.3.2MaintainingaExpenseReportForm.1095.3.3GeneratinganExpenseReimbursement..1105.3.4GeneratinganExpense(Loan)Requisition..1105.4IncomeManagement.1115.4.1CreatingaNewIncomeReportForm.1115.4.2MaintaininganIncomeReportForm.1125.5Task..1135.5.1NewTask.1145.5.2MaintenanceofTasks..1175.5.3AllocatingandExecutingTask.1185.5.4GeneratingandPullingUpTask..1205.6KnowledgeManagement.1205.6.1AddingKnowledge.1205.6.2KnowledgeRelease..122-3-5.6.3InvalidateandDe-invalidate..1225.6.4MyKnowledge.1225.6.5MyTBA..1235.6.6MyApproved..1245.6.7MyTBR(To-beReleased).1255.7KnowledgeNavigation.1255.7.1IntegratedKnowledgeBase..1255.7.2MarketingKnowledge..1265.7.3SalesToolsKnowledge.1275.7.4ServiceKnowledge..1285.8WorkManagement..1295.8.1WorkPlan..1295.8.2WorkReport..1305.9EmployeeManagement.1325.9.1EmployeeInfo..1325.9.2EmployeeView..1335.10ReportAnalysis..1375.10.1ActivityConditioningMonitoringReport..1375.10.2ActivitiesStatisticalReport..1385.10.3ExpenseStatisticalReport..140Chapter6CustomerManagement.1436.1Customer.1436.1.1Customer-New.1436.1.2CustomerMaintenance..1556.1.3ConverttoTradingCustomer.1576.1.4AllocateCustomer..1576.1.5Share/CancelSharing..1576.1.6CustomerClashesAnalysis.1586.1.7MergeCustomers..1596.1.8QueryCustomerA/R..1596.1.9ViewCustomerEditLog..1596.1.10CustomerRelationshipChart.1606.1.11RelatedOpportunities..1616.1.12CustomerAlarmFunction..1616.1.13NewIndividualCustomer.1626.1.14MaintainIndividualCustomer..1636.2Contact..1646.2.1Contact-New..1646.2.2ContactPersonMaintenance..1666.2.3SendingMessages,E-mailsandSMsonContactPerson'sBirthday1676.3CustomerValue.1686.3.1CustomerValueScoringOption..1696.3.2CustomerValueModel.1716.3.3SettingofCustomerValueGrade..1736.3.4CustomerValueCalculation..1746.3.5CustomerValuePyramid.1776.4SatisfactionSurvey.1786.4.1SatisfactionSurvey-New.1786.4.2SatisfactionSurveyMaintenance..1806.4.3GenerateQuestionnaire..181-4-6.4.4PreviewQuestionnaire.1816.4.5DeleteQuestionnaire.1826.4.6QuestionnaireEntry.1826.4.7QuestionnaireAnalysis..1826.4.8OverallAnalysis.1846.5Competitor.1846.5.1CreatingaNewCompetitor.1846.5.2MaintainingaCompetitor.1866.5.3Invalidting/De-invalidating..1876.6ProductManagement..1876.6.1ViewingProduct.1876.6.2ProductView.1886.7ReportAnalysis.1886.7.1AccountsReceivableDueList.1886.7.2SalesAnalysis..190Chapter7BusinessOpportunitiesManagement..1937.1LeadManagement..1937.1.1NewLead..
