UserManualforKingdeeK/3V14.2BOSStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.November,2015PrefaceThankyouforusingtheUserManualforKingdeeK/3V14.2BOS.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheBOS: SystemOverview OperationInstructions DetailedProcedures FunctionsandFeatures SystemSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1.OnlineTokeepyouuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3.ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4.ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation-.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5.FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7.CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8.CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9.PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10.ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11.PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12.UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,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.CompilationAgreementAgreementofGeneralFormatFormatDescriptionArialCharacterTextItalicInputMessagePromptMessageAgreementofGraphicalInterfaceFormatFormatDescriptionBoldWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure.AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously.AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressrightmouse.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).VoucherhandlingprocedureLogicOperationalCharacterXORVVItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“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.TableofContentsStatement.3Preface4Chapter1SystemOverview.11.1AbouttheSystem.11.2SystemLocationinK/3ERP..71.3SystemRequirement.9Chapter2MainBusinessProcessesandCriteria..112.1FlowChartforGeneralBusiness.112.2BusinessConfiguration..122.3ObjectDefinition.142.4ProcessDefinition..182.5Plug-inDevelopment.222.6ReportDefinition..252.7Deployment..28Chapter3Designer.313.1SystemView..313.2Sub-systemGroup.323.3Sub-system..353.4IntegratedDevelopmentEnvironment.40Chapter4BasicOperationsofBOSDocuments..574.1Document.574.2DocumentBody.864.3Field.904.4GeneralControls..107Chapter5OperationManagement.1155.1Overview..1155.2OperationManagementMaintenance.1175.3OperationMessageConfiguration.123Chapter6ActionSettings.1276.1ActionClassification.1276.2ActionSettings.1316.3SpecificDescriptionsaboutActions.132Chapter7PermissionManagement.1997.1FunctionPermission..1997.2FieldPermission..2007.3DataAuthorization..2027.4FunctionPermissionGroup.202Chapter8Multi-levelApproval..2078.1CreatingaMulti-levelApprovalFlow.2088.2ConfiguringMulti-levelApprovalFlow.2098.3DeletingMulti-levelApprovalFlow.2238.4CreatinganApprovalFlow.2238.5ConfiguringApprovalFlow.2288.6DeletinganApprovalFlow.2388.7OtherFunctionsofApprovalFlow..239Chapter9GeneratingVoucher.2419.1VoucherDataSourceSetting..2419.2SettingVoucherOperation.2459.3GeneratingVoucherParameters.2459.4SettingVoucherTemplate..2549.5GeneratingVoucher.259Chapter10DocumentConversion.26110.1AddingDocumentConversionProcess.26110.2ConfiguringDocumentConversionProcess..26210.3DeletingDocumentConversionProcess.280Chapter11Plug-inDevelopment..28111.1Plug-inProgrammingOverview.28111.2Plug-inProgrammingTheory.28111.3ProgrammingClientPlug-ins.28511.4ProgrammingApplicationServerPlug-ins.28811.5CompilingaStoredProceduresforObjectReferenceJudgment..29311.6ExpansionServiceProgramming.29611.7Plug-inDevelopmentWizard.308Chapter12ReportDefinition..31712.1DirectSQLReport..31712.2CrossAnalysisReports..32712.3ReportPermissionManagement.33612.4UniversalReport..336Chapter13ReleaseandDeployment..33713.1PublishingtoConsole..33713.2MakingDeploymentPackage..33813.3CancelingDeployment.340Chapter14BasicOperationsofIndustrialDocuments..34314.1DocumentHeaderFields.34414.2DocumentBodyFields.34814.3OtherOperations.35214.4ToolApplication..354Chapter15DescriptionsofBOSRuntimeEngine..35715.1DocumentList..35715.2Document.36915.3MasterDateDocList.37915.4MasterData.383Chapter16DescriptionofE-BOSRuntimeEngine..38716.1DocumentList..38716.2Document.39116.3MasterDateDocList.395Chapter17MailService.39717.1ServerSettings..39717.2ClientRunning.401Chapter18BOSWorkflowManagement.41118.1SystemInitialization.41118.2FlowSettingsCenter.41518.3WorkflowManager.41718.4DefinitionofWorkflowBusinessService.43118.5BusinessServiceConfigurationManagement.43318.6AuthorizedDelegationofWorkflow..436AppendixAGlossary.439AppendixBK/3BOSObjectList..441AppendixCIntroductionofBlueOceanProject.457AppendixDFeedbackForm.463UserManualforKingdeeK/3V14.2BOSChapter1SystemOverview-1-Chapter1SystemOverviewKingdeeK/3BOS(BusinessOperatingSystem)isanopenintegrationandapplicationplatform,whichisthetechnicalbasisoftheKingdeeERPsolution,partnersolutionandcustomercustomizationapplication.KingdeeK/3BOScandesign,build,implementandexecuteasetofon-demandERPsystemfortheenterprisesflexiblyandquickly.ItalsocancooperatewithcurrentITinfrastructureclosely,andprovideon-demandERPsolutionsforthedifferentapplicationstagesofdifferententerprisesinvariousindustries.ByusingtheK/3BOS,enterpriseuserscanconvenientlyconfiguretheirbusinessoperationsinthecontextoftheiractualconditions.AlsotheycancustomizefeaturessuitedtotheircharacteristicsandindustriesbyusingtheefficientandintegrateddevelopmenttoolsincludedwiththeK/3BOS.ThustheK/3systemcanprovideanon-demandERPsystemtosuitthecustomerneedsovertimeandbringcustomersalong-termbenefitsinITinvestment.1.1AbouttheSystemTheK/3BOSfocusesonthebusinesslogicpartsincustomers’applications,includingtheobjectdesign,interfacedefinition,processdefinition,rulesdesign,statementdesignanddeploymentandsoon.Inaddition,youcanextendtheexistingfeaturesbyusingplug-ins.TheK/3BOSprovidestheK/3BOSSDKtointegratethepersonalizedobjectsdevelopedontheK/3BOSwiththeK/3system.Tosuittheinternationalapplications,K/3V10.1andlaterallsupportmultiplelanguages.K/3BOSV14.2hasbeenimprovedgreatlyintermsofintegratedmoduledevelopmentandeaseofusetobettersuitcustomer-orienteddevelopment.1.1.1K/3BOSIntegratedApplicationProcessFocusedonthemostimportantpartofmoduledevelopment,theK/3BOSprovidesanintegrateddevelopmentworkflow,asshowninFigure1-1.Chapter1SystemOverviewUserManualforKingdeeK/3V14.2BOS-2-Figure1-1Objectdefinition:Itprovidesthedefinitionsofdocumentsandmasterdata,includingthedefinitionsofmasterdata,authorization,networkcontrol,rules,messages,actions,operations,operationmessages,operationlogsandvariousfieldstosuittheactualenterpriseapplications.Thecorrespondingdocumentslistsaredefinedwhiledefiningthebusinessobjects.Servicedefinition:Itprovidesaserviceexpansiondefinitionandconfigurationfunctiontogenerateexpansionservicebyabstractingtherules,andtheobjectscanbereferencedbyconfigurationtocreatecomplexdocumentsquickly.Processdefinition:Itprovidesthedefinitionsofmulti-levelapprovalprocessanddocumentconvention.Theeasy-to-usemulti-levelapprovalcontrolanddocumentconventiondefinitionsupporttheprocesscontrolbetweenthenewandoldorders.ItcanredefinetheK/3BOSoftheoriginalK/3systeminthecontextofcustomers’actualconditionstosatisfythem.Customplug-ins:TheintegratedK/3BOSdevelopmentplatformisbuiltonmanyrulesandcanmeettheactualneedsthroughsimpleconfiguration.Withtheplug-indevelopmentinterface,plug-indebuggingtoolandplug-indevelopmentguide,theplatformsupportsmorepersonalizeddevelopmentforcustomerstomeetaquickproductdevelopmentandscalability.Reportdefinition:Itprovidesfourkindsofreports:CrossAnalysisReport,DirectUserManualforKingdeeK/3V14.2BOSChapter1SystemOverview-3-SQLReport,UniversalReportandReportDesignAnalysisPlatform.Customerscancustomizereportstosuittheactualoperationsasneeded.Deployment:Itdeploystheaccountsets,plug-insandconsole.Withthisfeature,alltheproductsdesignedinthedevelopmentenvironmentcanbeeasilydeployedtothecustomer’sproductionenvironmenttosuitthecustomizedapplications.1.1.2DefinitionofBusinessObjectIntegratedwithK/3TheK/3BOSprovidesthedefinitionsofdocumentsandmasterdata,includingthedefinitionsofmasterdata,authorization,networkcontrol,rules,messages,actions,operations,operationmessages,operationlogsandvariousfieldstosuittheactualenterpriseapplications.Thecorrespondingdocumentslistsaredefinedwhiledefiningthebusinessobjects.1.1.3DefinitionofBusinessProcessIntegratedwithK/3AsshowninFigure1-2,thedocumentsbasedontheK/3BOScanchangetheoriginalK/3documentprocessthroughthenewandolddocumentselectionscheme.ThedocumentprocessdefinedbytheK/3BOScanbeintegratedwiththeK/3businessprocesstochangetheK/3processtosatisfythecustomerrequirements.Chapter1SystemOverviewUserManualforKingdeeK/3V14.2BOS-4-Figure1-21.1.4BusinessServiceDefinitionK/3BOSV12.1hastheserviceexpansiondefinitionandconfigurationfunctions.Thesecondarydevelopmentpersonnelcanrefertotheexistingandcustomizedbusinessservicestodefinethebusinessobjects,toimplementtheobjectdefinitionmorequickly.1.1.5DefinitionsofMulti-levelApprovalProcessandMessagesTheK/3BOSallowscustomerstodefineanapprovalprocesswithanylevels,enablingcustomerstoquicklytailormulti-levelapproval.Inthemulti-levelapprovalprocess,youcandefinethejumpofapprovallevels,entertheapprovingandrejectingcomments,supporttosendmessage,mailandSMSwhencheckingtheprocess,andprovidemultipleoptionsforcontrollingtheapprovalprocess.Theprocessconfigurationiseasyandquick,andtheprocessapplicationistimelyandeffective.UserManualforKingdeeK/3V14.2BOSChapter1SystemOverview-5-1.1.6Plug-inDevelopmentWizardandPlug-inDebuggingToolPlug-indebuggingcannotgowithoutthecodesofrelevantmainprojects,namelytheprojectcodesforplug-indocuments.Toensureaneasyplug-indebugging,theBOSprovidestheplug-indevelopinganddebuggingtools.Thisallowsyoutodebugcustomplug-insindocumentsonlyusingVisualBasic6.0andtheK/3BOSdesigner.Thistoolhelpssignificantlyeasetheplug-indevelopment,pavingthewayforcustomerstomakecomplexdevelopmentusingtheK/3BOS.WhiledevelopingtheK/3BOSplug-ins,ifusersarenotfamiliarwiththeK/3BOSdatapacketformatandusagesofKFOandActiveBar,thedevelopmentwillbecomerather.
