UserManualforKingdeeK/3V14.2A/CSetManagementStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.October,2015PrefaceThankyouforusingtheUserManualforKingdeeK/3V14.2A/CSetManagement.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheA/CSetManagement: ModuleOverview OperationInstructions DetailedProcedures FunctionsandFeatures ModuleSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1OnlineTokeepyouuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation-.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,toprotectyourvalue-addedinvestmentovertime,andtocost-effectivelyupgradeyoursystem.ProductDesignBasedonthebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilities,includingbusinessflowplanning,organization,andcoordinationacrosstheproduct(service)valuechainaswellaseffectivebusinessandmanagementprocedures.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,employee’sconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethodsandtomonitortheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Acornerstoneoftheenterprise'scontinuousmanagementpractice,basemanagementdetermineswhethertheenterprise’sstrategicobjectivescanberealizedandwhethertheenterprise’sdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-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’sfirstaccountingsoftwarebasedonWINDOWS,firstpureJAVAmiddlewaresoftware,andfirstthree-tierERPsystembasedonInternetplatform.KingdeeK/3isthebusinesssoftwarewiththehighestoccupationratiointheERPmarketamongChinesesmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleasedthenewgenerationproduct-KingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetsatlargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideaandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversenterprise’sinternalresourcemanagement,supplychainmanagement,customerrelationshipmanagement,knowledgemanagement,commercialintelligence,etc.andrealizesthebusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.CompilationAgreement AgreementofGeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.BoldButtoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressleftmouse.Drag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse. SpecialSignsFormatDescriptionTipRemindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstanditveryclearly.PreconditionReferstotheoperationthatmustbecompletedbeforeacertainoperation.DefinitionDefinesfinancialorcomputertermsthatappear.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.EPCreferstoEvent-driven-ProcessChain.Throughconnectingtoeventandtask,userscansetupthemoduleofcomplicatedbusinessflowandmakeananalysis.EPCmethodnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.EPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanseewhichdepartmentorpostisinvolvedwiththeflowveryconveniently.ConcerningthedescriptionofthesymbolsmentionedinEPCchart,seethetablebelow:NameIconDefinitionExampleEventItdescribesthehappeningofthestateofaffairs,andoppositelyactsasatrigger.ReceivingoriginalvoucherFunctionsItdescribestheconversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitItdescribestheenterprise’sstructureroughly.AccountantoffinancialdepartmentInformation,Material,ResourceObjectItdescribestheobjectinrealworld(forexample,businessobject,andmaterialobject).AccountRouteItdisplaystheprecedencerelationshipofconnectionofdifferentflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowItdescribestheprecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.ThismanualisdeliveredtogetherwithafeedbackformYouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoourK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1HowtoUsetheA/CSetManagementSystem.1Chapter2FunctionOverviewoftheA/CSetManagementSystem..3Chapter3SystemManagement..73.1PresetConnection..73.2EditingPassword..73.3SystemParameterSettings..83.4SystemUserManagement.103.4.1NewUser..113.4.2EditUserProperty..123.4.3DeletingUser.123.4.4UserPermission.133.5SystemUseStatus.143.6UseandManagementofK/3License..143.6.1UseandManagementofK/3License-HDLicense.143.6.2UseandManagementofK/3License-SmartCardLicense..223.6.3GenuineValidation-HDLicense.243.6.4GenuineQuery-SmartCardLicense..263.6.5CertificateUpgrade..273.6.6SystemUniversalControlofK/3License.283.6.7ViewingandManagingtheSystemUseStatus..293.6.8Notes..313.6.9LicenseRecordsRemovingPolicy.313.7MobileBusinessConfigurationandIMServiceConfiguration..32Chapter4OrganizationManagement.334.1Addinganorganization.334.2EditingOrganizationProperties..334.3DeletinganOrganization..34Chapter5DatabaseManagement..355.1AddinganA/CSet..365.2EditingA/CSetProperties..375.3DeletinganA/CSet..375.3.1DeletingasingleA/Cset..375.3.2MassDeletingA/CSets..385.4OptimizinganA/CSet..385.5A/CBackupSetandRestoration..385.5.1A/CSetBackupStrategies.385.5.2StrategiesforA/CSetRestoration..395.5.3OperationsofA/CSetBackup..405.5.4OperationsofA/Crestoration.425.6AccountManagement.445.7ExecutionCommand..445.8A/CSetsRegistration.445.9CancelingA/CSetRegistration..45Chapter6A/CSetManagement..476.1A/CSetPropertySettingsandStartup.476.2ParameterSettings.476.3DataValidityCheck..496.4UpgradeofLowVersionA/CSet..506.5A/CSetMigration.506.6CreateSupplierCollaborationA/Cset..516.7UpgradetoIndustrialVersionA/Cset.516.8UpgradetotheGroupFundManagementA/CSet.526.9SupplierCollaborationA/CSetConfiguration.52Chapter7UserManagement..537.1CreatingaNewUser..547.2CreatingaNewUserGroup.557.3CreatingaNewUserCategory..567.4CopyingUser(UserGroup)..577.5EditingUser(UserGroup)Property.577.6DeletingUser(UserGroup)..577.7DeletingUserCategory..577.8DisablingaUser.587.9EnableaUser..587.10Unlock..587.11ParameterSettings.597.12CorrespondingRelationbetweenUserandEmployee.607.13ExpandSupportedUserNumber.607.14Exporting/ImportingUserRelationTable..617.15Importing/ExportinganUser.627.16ExportingUserName.63Chapter8PermissionManagement..658.1FunctionPermission.658.1.1FunctionPermissionManagement.658.1.2BrowseFunctionPermission..678.1.3DataOperationAuthority..698.2DataPermission.698.2.1DataPermissionManagement.728.2.2BrowseDataPermission..758.2.3InheritingDataPermissionofUserGroup..778.2.4UpgradingDataPermission.778.3FieldPermission.788.3.1SetFieldPermissionControl..798.3.2FieldPermissionManagement.808.3.3BrowseFieldPermission..828.3.4InheritingFieldPermissionofUserGroup..828.4UserPermissionProperty..838.4.1PermissionProperty.838.4.2PermissionPropertyApplicationCase.848.5SetAttendancedatapermission.87Chapter9OtherA/CSetManagementFunctions.899.1CreatingGroupManagementA/CSet..899.2LoginLog.939.3NetworkControl..93Chapter10HistoricalDataRemovingTool..9510.1DescriptionsofHistoricalDataRemovingTool.9510.1.1EncryptionPolicy..9510.1.2OperationWizard.9510.2DataRemovingRule..10110.2.1GeneralRule..10110.2.2G/LModule.10310.2.3CashManagementModule..10410.2.4FixedAssetsManagementModule..10510.2.5PayrollManagementModule..10510.2.6A/RandA/PModules.10510.2.7SCMSystem..10910.2.8ManufacturingSystem..11610.2.9CostManagement..12310.2.10Activity-basedCosting..12510.2.11StandardCost.12610.2.12HR..12710.2.13BudgetSystemClearing.128Chapter11A/CSetCarry-forwardTool.12911.1DescriptionsoftheA/CSetCarry-forwardTool..12911.1.1EncryptionPolicy..12911.1.2OperationWizard.12911.2A/CSetCarry-forwardRule..13511.2.1GeneralRule..13511.2.2G/LModule.13611.2.3CashManagementModule..13811.2.4FixedAssetsManagementModule.13911.2.5PayrollManagementModule..14011.2.6A/RandA/PModules..14011.2.7SCMSystem..14611.2.8ManufacturingSystem..15211.2.9CostManagement..15511.2.10Activity-basedCosting..15611.2.11StandardCost.15611.2.12HR..157Chapter12ServiceIntegration..15912.1Service.15912.2ServiceExpiringAlarm.15912.3IntegrationofRemoteAssistanceSystem..16012.4CancelingLastReg.DateonInterfaceofK/3..160AppendixAFeedbackForm..161UserManualforKingdeeK/3V13.1A/CSetManagementChapter1HowtoUsetheA/CSetManagementSystem-1-Chapter1HowtoUsetheA/CSetManagementSystemTheA/CSetManagementSystemprovidesaconvenientoperationplatformforthesystemadministratortomaintainandmanagevariousKingdeeK/3A/Csets.ItisorganizedbasedontheKingdeeK/3A/CSet.TheA/CsetplaysaveryimportantroleintheentireKingdeeK/3system.Itservesasacarriertostorevariousdatalikefinancialdata,transactiondataandsomeauxiliaryinformation.Infact,theA/Csetisadatabasefileitself.HowcanyouaccesstotheA/CSetManagementSystem?1.SelectPrograms->KingdeeK3->KingdeeK3ServerConfigurationTool->ACSetManagement:Ifcustomerhasn’tusedK/3systeminthisapplicationserver,heshouldcreateanewA/CSetManagementdatabasebeforelogontoA/CSetManagementinterface.OnA/CSetManagementDatabaseSettingswindow,entertheusernameandpasswordfordatabaseSQLServer,databaseserver,databasename,andthesaveddata.2.EntertheusernameonA/CSetManagementLogininterface(theusernameisAdminbydefault)andPassword(theoriginalpasswordisnullbydefault),youcanlogintothesystem.ToeditthepasswordforlogintotheA/CSetManagementSystem,doasfollows:1.Whenyouenterthesystem,selectSystem->EditPassword;2.Entertheoldpassword(currentpasswordisnullbydefault),newpasswordandconfirmedpasswordinthepop-upEditPasswordinterface.3.ClickOK.Thentheloginpasswordiseditedsuccessfully.4.BesuretologintotheA/CSetManagementSystemasAdminandwiththeeditedpasswordnexttime.Chapter1HowtoUsetheA/CSetManagementSystemUserManualforKingdeeK/3V13.1A/CSetManagement-2-Tips:ItisrecommendedtoeditthepasswordatonceafteryouhaveaccesstotheA/CSetManagementSystem,toensuresystemsecurity.UserManualforKingdeeK/3V13.1A/CSetManagementChapter2FunctionOverviewoftheA/CSetManagementSystem-3-Chapter2FunctionOverviewoftheA/CSetManagementSystemUponaccesstotheA/CSetManagementSystem,youwillseethefollowinginterface,asshowninFigure2-1:Figure2-1Tips:SincenoA/Csetexistsinthesystematthistime,manyfunctionsaregreyandnotavailable.YoucanperformthefollowingoperationsintheA/CSetManagementSystem:1.OrganizationManagement2.DatabaseManagement3.A/CSetManagement4.SystemManagement5.GenuineValidationandCertificateUpdateFlowChart2-2explainstheusageoftheA/CSetManagementSystem.Chapter2FunctionOverviewoftheA/CSetManagementSystemUserManualforKingdeeK/3V13.1A/CSetManagement-4-EnableA/CSetA/CSetParameterSettingsNewA/CSetYCorrectInfoClientLoginNNewOrganizationA/CSetPropertySettingsUserManagementRemoteComponentsConfigurationA/CSetMaintainanceBackup&RestoreNetworkControlLoginLogOtherDel.
