User Manual-1909Public Work Platform Sales Management用友网络科技股份有限公司 Copyright © yonyou Network Technology Co., Ltd. All rights reserved. Without the written permission of yonyou Group, any part or the whole content of this manual may not be reproduced, printed, translated or reduced for any purpose. Please note that the content of this manual may be changed without prior notice, and its content does not represent the commitment made by yonyou Group. 用友网络科技股份有限公司 Table of Contents Copyright ........................................................................................................................................................1 Introduction ....................................................................................................................................................4 Change Record ................................................................................................................................................6 Chapter I Overview ...................................................................................................................................7 1.1 General Overview ................................................................................................................................ 7 1.2 Application Overview ........................................................................................................................ 11 1.3 Application Value .............................................................................................................................. 11 Chapter II Application Role ..................................................................................................................... 12 2.1 General Users .............................................................................................................................................. 12 2.2 Administrator ............................................................................................................................................... 12 2.3 Customization Developers ........................................................................................................................... 12 Chapter III Application Map ..................................................................................................................... 13 Chapter IV Application Scenarios ................................................................................................................. 14 4.1 Login Settings .............................................................................................................................................. 14 4.1.1 Business Description ........................................................................................................................ 14 4.1.2 Business Process ............................................................................................................................... 14 4.1.3 Application Nodes List ..................................................................................................................... 14 4.1.4 Application Solution ......................................................................................................................... 14 4.2 User Settings ................................................................................................................................................ 16 4.2.1 Desktop Settings ............................................................................................................................... 16 4.2.2 Account Settings ............................................................................................................................... 19 4.2.3 Personalized Settings ........................................................................................................................ 20 4.3 Application Registration .............................................................................................................................. 21 4.3.1 Business Description ........................................................................................................................ 21 4.3.2 Business Process ............................................................................................................................... 21 4.3.3 Application Nodes List ..................................................................................................................... 21 4.3.4 Application Solution ......................................................................................................................... 22 4.4 Mobile Application Registration .................................................................................................................. 23 4.4.1 Business Description ........................................................................................................................ 23 4.4.2 Business Process ............................................................................................................................... 24 4.4.3 Application Nodes List ..................................................................................................................... 24 4.4.4 Application Solution ......................................................................................................................... 24 4.5 Menu Registration ....................................................................................................................................... 25 4.5.1 Business Description ........................................................................................................................ 25 4.5.2 Business Process ............................................................................................................................... 26 4.5.3 Application Nodes list ....................................................................................................................... 26 4.5.4 Application Solution ......................................................................................................................... 26 4.6 Application Management ............................................................................................................................. 27 4.6.1 Copy Application .............................................................................................................................. 27 4.6.2 Copy Page ......................................................................................................................................... 29 用友网络科技股份有限公司 3 用友网络科技股份有限公司 4 Introduction This manual is a guide to plan execution, solution preparation and implementation for implementation consultants and key corporate users. The manual is developed around the main business scenarios that the applications can solve. Based on this, the manual shows the key functions of the application, and provides the idea of matching business needs with application nodes. This manual includes four parts: The first part is a brief introduction to the overall scheme of application and its values; The second part is the description of the usage of the application role; The third part is the comparison list of the distribution map of application nodes in the foreground and background (lightweight end, heavyweight end); The fourth part is the description of the main business scenarios, processes and corresponding application solutions of this module. To highlight the key points, this manual focuses on solutions and describes only the important control points in product operations. To learn more about the product's use of a specific section, please refer to the following materials in addition to this manual: 1. User Manual-Organization Management further elaborates on the key concepts of the product (such as groups, organizations, business delegation, etc.) and the ideas of modeling. It is an important reference for plan implementation and blueprint design. 2. User Manual-Process Management provides the guidance for transaction types and process design tools. 3. User Manual-Basic Data provides more detailed explanation of the basic data and its use in Chapter Ⅴ (Initial Preparation Settings) of this manual. 用友网络科技股份有限公司 5 用友网络科技股份有限公司 6 Change Record Editor Wang Wei Version Reviser Reviewer Starting and Ending Time Revised/Approved Chapters Revised/Approved Contents 1903 Ding Xifang Li Conghui March 29, 2019 4.1 Login Settings Add the contents of login settings chapter 1909 Ding Xifang Li Conghui November 2019 1.1 General Description Modified the general description, and replaced the product application map and lightweight end MAP 用友网络科技股份有限公司 7 Chapter I Overview 1.1 General Overview With the increasing development of new technologies such as the Internet, corporate services are upgrading from information to digitization. The digitization transformation of large enterprises is in urgent demand. Enterprise management softwares require technological innovation and integration with the cloud. NC Cloud is the new generation cloud ERP products developed by yonyou Network Technology Co., Ltd. by using technologies of the latest Internet of Things, big data, artificial intelligence etc., and provides hybrid cloud solutions for growing group corporations and large conglomerates (including China's Top 500 companies). Based on the product concepts of openness, interconnection, integration and intelligence, NC Cloud serves the digital transformation of large companies. As a digital cloud platform for large companies, NC Cloud serves business innovation and management change of large companies for digital transformation. The platform is upgraded to hybrid cloud architecture of the cloud computing, which is more agile, more flexible, and more efficient. Financial shared services and corporate treasury can improve the efficiency of group management and control; managerial accounting and comprehensive performance can help enterprises realize Amoeba management. The interconnection of global resources and the event-driven agile business help to build an efficient collaborative supply chain. Empowering employees, collaborating intelligently and activating organizations can support an innovative human resources-shared organization. Openness and interconnection, comprehensive integration and cloud-based smart services help to build a new digital company platform and reshape a company's core competitiveness with new technologies and new businesses. 用友网络科技股份有限公司 8 NC Cloud products have lightweight, role-based, scenario-based, social and intelligent features, providing customers with brand new user experience. NC Cloud's main business modules are lightweight. Modules that have yet to be lightweight in various fields include Profit Center Inventory and Profit Center Transaction in Managerial Accounting; Payment Scheduling, Bank Deposit Management, Letter of Credit, Letter of Guarantee and Fund Analysis in Treasury Management; Purchase Plan, Inventory Plan, Transportation Management and Sales Rebate in Supply Chain; Consumables Management, Reusable Material Lease-in Management, Reusable Material Lease-out Management, Lubrication Management in Asset Management; Cadre Management, Party-Masses Management, Overseas Visit Management in HR State-Owned Enterprise Suit; other modules besides Planning and Process Production Tasks in Production and Manufacturing; Project Costs in Project Management. The current product lightweight map of NC Cloud is as follows: 用友网络科技股份有限公司 9 NC Cloud products are newly designed based on roles and scenarios, and quickly build role-based portals and design the work desktop and every page by role. According to the actual business scenarios of the company, nearly 50 roles of the work desktop are preset, including general ledger accountant, accounts receivable accountant, accounts payable accountant, accounting supervisor, accounting manager, cashier accountant, settlement accountant, consolidated accountant, expense accountant, fixed asset accountant, material accountant, work-sh...
