UserManualforKingdeeK/3WISEProductionDataManagementStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThemanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheProductionDataManagement: 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 AgreementofGeneralFormatFormatDescriptionArialCharacterTextItalicInputMessagePromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionBoldWindowname.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,MaterialsCirculationItdefineswhetherafu ctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.ThismanualisdeliveredtogetherwithafeedbackformYouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1ModuleOverview..11.1AbouttheModule.11.2ModuleLocationinK/3ERPSystem.31.3InterfacingwithOtherModules..4Chapter2BusinessModeandApplication.72.1BusinessProcess.7Chapter3BasicsonModuleApplication.113.1MasterMaterialData..113.2SettingAccountingParameters..173.3SystemInitialization..193.4SystemSettings..213.5BusinessWorkflowDesign.403.6Multi-levelApprovalManagement..443.7PermissionManagement..52Chapter4PublicFunctions.534.1PublicFunctionsofDocument.534.2PublicFunctionsofDocumentsList.724.3PublicFunctionsofReport.90Chapter5BOMMaintenance..995.1BOMOverview.995.2BOMEntry..1025.3BOMMaintenance..1095.4BOMValidityCheck..1215.5BOMLow-levelCodeMaintenance..1245.6BOMMassEdition..1255.7BOMMassAddition..1265.8BOMMassDeletion..1275.9CustomerBOMMaintenance.1275.10OrderBOMMaintenance.1325.11SettingBOMConfigurationRule..1475.12BOMGroupAuthorizationSettings..148Chapter6BOMQuery.1516.1BOMSingleLevelExplosion..1516.2BOMMulti-levelExplosion.1546.3BOMOverallExplosion..1566.4BOMSingleLevelWhere-usedCheck.1586.5BOMMulti-levelWhere-usedCheck..1606.6CostBOMQuery..1616.7BOMVarianceAnalysis..1706.8CustomerBOMQuery..1726.9BOMTreeView..1746.10BOMScheduledSlow-movingInventoryAnalysis.1766.11CustomerBOMCostQuery.1806.12CostQueryofOrderBOM..186Chapter7FeatureConfiguration.1937.1OverviewofFeatureConfiguration..1937.2Feature.1957.3CorrespondencebetweenMaterialandFeature..1987.4ChildBOMFeature.2017.5FeatureConfigurationScheme..2047.6FeatureMatchingArithmetic.2097.7AutoAddingNewMaterialforFeatureConfiguration..2107.8BOMLayerJump..215Chapter8EngineeringChange.2178.1EngineeringChangeNotice.2178.2ECNChangeEffectTable.226Chapter9Routing..2299.1SettingOperations..2299.2RoutingGroup..2299.3Routing.231Chapter10MasterData..23710.1ResourceList..23710.2ProductionType..24210.3MaterialSubstitution.24510.4MaterialSubstitutionNestingCheck..25110.5OperationSubstitution..25210.6Job..25510.7ShiftSystem..25810.8Team/OperatorsGroup&EmployeeMappingRelation.26010.9CorrespondencebetweenProductionLineandMaterial.26310.10CalculatingLeadTime..26610.11MaterialValidityCheck.26810.12OperationCheckRuleSettings..26810.13ProcessFlowCardConfigurationTable.26910.14ReasonforDefect.27010.15ReasonforPause.27110.16PlanCategory.272Chapter11Multi-plantCalendar..27511.1BrowsingandMaintainingMulti-plantCalendar.27511.2ViewingandMaintainingExceptionMessage..278Chapter12PDMDataImportInterface.28112.1DescriptionofKingdeeK/3andPDMIntegration..28112.2DetailedIntegrationProcessbetweenKingdeeK/3andPDM..283Chapter13SystemTools.31313.1TemplatePrintingofDocuments..31313.2DocumentSelf-definition..32413.3Importing/ExportingtheData..33513.4QueryAnalysisTool..339AppendixAGlossary..345AppendixBFeedbackForm.351UserManualforKingdeeK/3WISEPDMChapter1ModuleOverview-1-Chapter1ModuleOverviewThePDMmoduleisthebasicpartforenterprisestomanageproduction.TheBOM(BillofMaterial)andECN(EngineeringChangeNotice)serveasbasicsforMOManagement,MPS,MRPandCapacityPlan.TheRoutingisthebasicsoftheShopFloorControlmodule.ThePDMinterfaceisanimportanttooltointegrateERPandPDM,extendingthetraditionalERPtothedesignfield.1.1AbouttheModuleThePDMistocreatemasterdatarelatedtomanufacturing.Itprovidesintegratedmanagementforhighlysharedmasterdatainvolvedinproductdesign,MP,processingandmaterialmanagement,toreducedataredundancyandensuredataintegrity,accuracyandreliability.Italsosuppliesthesedatawithdynamicmaintenanceandchangecontrol.ThePDMmodulecoversmasterdataliketheBOM,ECN,Routing,ResourceListandMulti-plantCalendar.Thesedataservesasapplicationbasicsforplanmanagementandproductioncontrol.Therefore,thedataaccuracyisverysignificanttosmoothgo-liveandapplicationofthemodule.ThePDMmoduleprovidesthefollowingfunctionstomanagemasterdataofmanufacturing: MassprocessofBOM FlexibleviewofBOM ProductconfigurationofBOM BOMvaliditymanagement ECNmanagement Costsimulationfunction InterfacingandintegratedwiththePDMmodule RoutingmanagementandalternativeoperationChapter1ModuleOverviewUserManualforKingdeeK/3WISEPDM-2- Substitutedmaterialmanagement1.1.1MassProcessofBOMToimprovetheefficiencyofaddingBOM,editinganddeletingasubitem,thismoduleprovidesmassprocessofBOM,toavoidrepeatedlabor,acceleratedatamaintenanceandshortenthemaintenancetime.1.1.2FlexibleViewofBOMInroutineoperation,youmayquerycontentsofanexistingBOMduetovariousreasons.ThismoduleprovidesflexibleviewofBOM,suchasbreakdowncheck,where-usedcheck,single-levelview,multi-levelviewandtreeview.1.1.3ProductConfigurationofBOMDifferentcustomersmayhavedifferentrequirementsforthecolorofacertainpartinaproduct.Thestrongproductconfigurationfunctionofthismoduleprovidessingle-layerormulti-layerconfigurationforproducts,andhandlesfixedcollocationandmutualexclusionamongdifferentpartsduringconfiguration,toimplementcustomizedconfigurationofproducts.1.1.4BOMValidityManagementDuetotheincreasingdevelopmentofprocessesandtechnologies,thematerialintheBOMhasalifecycle.ThevalidityperiodmanagementofBOMcansatisfyvaliditymanagementofmaterialsintheBOM,toavoidexcessivematerialpurchaseandcontrolholes.1.1.5ECNManagementTheECNcanensureaccurateBOMdataandrecordchangecontentsandcauses,tofacilitateyourtrackingofchangecontents.UserManualforKingdeeK/3WISEPDMChapter1ModuleOverview-3-1.1.6CostSimulationFunctionBycarry-forwardandcarry-forwardbystep&itemofcostingBOM,youcanpredicttheproductcost,whichisanimportantreferenceforpre-salesquotationandgain&losscalculation.1.1.7InterfacingandIntegratingwithPDMModuleThismoduledevelopsthePDMinterface,whichintegratesPDMandERPandallowsyoutotransferproductdataandrelevantinformationbetweenPDMandERP,thussynchronizingandsharinginformationinatimelyandeffectivemanner.1.1.8RoutingManagementandAlternativeOperationTheRoutingmanagementandalternativeoperationprovidesgroundsformanufacturingandprocessing,andestablishesabasisforshopfloorcontrolandlabor-hourstatistics.1.1.9MaterialSubstitutionManagementTheperfectalternativematerialmanagementimplementstemporarysubstitutionforemergentmaterialshortageandthesubstitutionbetweenroutinematerials,topreventtheshortageofmaterialsfromresultinginproductionlinesuspension.1.2ModuleLocationinK/3ERPSystemFordetails,seeFigure1-1:Chapter1ModuleOverviewUserManualforKingdeeK/3WISEPDM-4-ActivitySalesandOperationsPlanningPurchaseMgmtImportMgmtPDMMTORepetitivePPKanbanMPSMRPMOSFCRCCPCRPSubcontractEquipmentSalesMgmtExportMgmtDistributionRetailMgmtRetailTerminalCRMOpportunitiesMgmtMarketMgmtQCInventoryA/PG/LCashMgmtReportAssetsPurchaseOnlineBankCostCenterConsolidatedAccountsA/RConsolidatedStatementInventoryAccountingActualCostCostAnalysisABCDailyCostSCMFinanceOrg.PlanningEmployeeMgmtCompetenceModelPerformanceAttendancePayrollRecruitmentTrainingHRMMobileBusinessMobileERPBOSIDEUniversalReportToolDataExchangeToolRemoteDataTransmissionToolSDKBPMStandardCostMBOCapitalBudgetMgmtPortalBusinessMgmtBudgetMgmtExpenseMgmtBIRiskAssessmentSupplierRelationSupplierMgmtSupplierCollaborationOnlineReimbursementExpenseMgmtCustomerMgmtServiceMgmtCustomerPortalVMIFixedAssetsConstruction-in-progressAnalysisInfo&CommunicationConsumablesMobileHRE-mailIMOAInfoPortalDocumentProcessingKnowledgeCenterDocumentCirculationNewsCenterMeetingMgmtDirectoryOnlineForumInternalControlFigure1-11.3InterfacingwithOtherModules1.3.1InterfacewithMPSModuleMaterialsintheBOMserveasbasicsforcorrectoperationanddemandtransferofMPS.Duringcalculation,theMPStransfersdemandsstepbystepbasedontheBOMandworksouttheaccuratenumberofrawmaterialstobepurchased.DataliketheUserManualforKingdeeK/3WISEPDMChapter1ModuleOverview-5-plantcalendararealsoimportantmasterdataforMPSoperation.1.3.2InterfacewithMRPandMTOModulesTheBOMandbasicpropertiesofmaterialsdefinethematerialscopeofMRPandMTOcalculationandserveasbasicsandgroundsfordemandtransfer.DataliketheplantcalendararealsoimportantmasterdataforMRPoperation.1.3.3InterfacewithRCCPModuleDuringRCCPcalculation,itisnecessarytosetuptheRCCPListandcalculatetheRCCPbasedontheRouting,shopcalendarandResourceList.1.3.4InterfacewithCRPModuleCompletesettingsofmasterdataliketheRouting,shopcalendarandResourceListarealsopreconditionsandguaranteesforaccuratecalculationresultsandmanagementreferencevaluesofCRP.1.3.5InterfacewithSalesModuleDuringsalesmanagement,theselectionandapplicationofBOMfortheconfiguredmaterialcustomercannotbeseparatedfromBOMdataintegrityinPDM.1.3.6InterfacewithMOModuleThecompleteBOMisrequiredtogeneratetheMOandRepetitiveMO,andperformotheroperations.TogenerateanoperationtrackingMO,theRoutingisalsorequired.1.3.7InterfacewithCostSystemThePDMmoduleprovidestheBOMandothermasterdatafortheCostmodule.1.3.8InterfacewithSubcontractModuleWhenmaterialsareprocessedbysubcontractors,userscanspecifyacustomBOMinChapter1ModuleOverviewUserManualforKingdeeK/3WISEPDM-6-PurchaseRequisitioninthetypeofOrderSubcontractorspecifytheBOMinSubcontractOrder,andproducebasedontheBOM.UserManualforKingdeeK/3WISEPDMChapter2BusinessModeandApplication-7-Chapter2BusinessModeandApplication2.1BusinessProcess2.1.1PDMDataIntegrationBusinessworkflowFordetails,seeFigure2-1:Chapter2BusinessModeandApplicationUserManualforKingdeeK/3WISEPDM-8-StandardK/3EngineeringDataPDM&K/3LibraryMatchingandTheirDataCodeMatchingMaintainafterPDMdataimportedtoK/3engineeringlibraryStandardizedmanuallySupplementstandarddataK/3EngineeringLibraryDataPDMDataImportstoK/3libraryandstandardizescodeMaintainPDMdatatoimportK/3librarymatching&theirdatacodematchingPDMreleasesnewproductInfo.MaintainerMaintainerLogK/3FormalLibraryDataPDMimportendedImporttoK/3formallibraryMaintainerPDMreleasesengineeringchangeInfo.LogMaintainerImporttoK/3libraryafterstandardizingEngineeringChangeRequestMaintainEngineeringChangeRequest&SendMessagetoPDMEngineeringChangeRequestPDMaccepttheapplicationMaintainerXORPDMEngineeringChangePDMmaintainsengineeringchangePDMDept.PDMdoesnotaccepttheapplicationXORFigure2-1UserManualforKingdeeK/3WISEPDMChapter2BusinessMod.
