产品说明（完整版）【共享服务】YonBIPV3.0(R5_2312_1)高级版用友网络科技股份有限公司用友网络科技股份有限公司1产品说明用友商业创新平台版权未经用友集团的书面许可，本产品说明任何整体或部分的内容不得被复制、复印、翻译或缩减以用于任何目的。本产品说明的内容在未经通知的情形下可能会发生改变，敬请留意。请注意：本产品说明的内容并不代表用友所做的承诺。用友网络科技股份有限公司用友网络科技股份有限公司2产品说明用友商业创新平台目录版权1第一章总体目标......................................................................................................................................................7第二章产品架构......................................................................................................................................................8第三章产品特性......................................................................................................................................................93.1共享基础设置........................................................................................................................................93.2全员业务平台........................................................................................................................................93.3影像管理..............................................................................................................................................103.4作业平台..............................................................................................................................................103.5共享稽核..............................................................................................................................................103.6绩效看板..............................................................................................................................................113.7绩效分析..............................................................................................................................................113.8绩效评价..............................................................................................................................................123.9知识管理..............................................................................................................................................123.10满意度管理..........................................................................................................................................133.11信用管理..............................................................................................................................................133.12发票中心..............................................................................................................................................133.13工单......................................................................................................................................................153.14共享服务集成平台..............................................................................................................................15第四章产品范围....................................................................................................................................................16第五章产品主要功能............................................................................................................................................205.1共享基础设置......................................................................................................................................205.1.1创建共享中心..............................................................................................................................205.1.2设置委托关系..............................................................................................................................205.1.3作业任务定义..............................................................................................................................215.1.4配置作业组工作..........................................................................................................................215.1.5配置作业组用户..........................................................................................................................225.1.6配置提取规则..............................................................................................................................225.1.7设置任务优先级..........................................................................................................................235.1.8设置派单规则..............................................................................................................................235.1.9配置打印规则..............................................................................................................................245.1.10共享基础档案..............................................................................................................................245.1.11自动审批规则..............................................................................................................................255.2全员业务平台......................................................................................................................................265.2.1单据映射......................................................................................................................................265.2.2公共字段管理..............................................................................................................................275.2.3报账业务菜单设置......................................................................................................................275.2.4批量打印模板设置......................................................................................................................275.2.5我的单据......................................................................................................................................285.2.6单据查询......................................................................................................................................295.2.7业务转交......................................................................................................................................29用友网络科技股份有限公司用友网络科技股份有限公司3产品说明用友商业创新平台5.2.8影像补扫......................................................................................................................................305.2.9影像扫描任务统计......................................................................................................................305.3影像管理..............................................................................................................................................305.3.1影像扫描设置..............................................................................................................................305.3.2影像扫描......................................................................................................................................315.3.3支持下游联查上游单据、凭证联查单据的影像、发票.........................................................315.3.4影像任务超期预警......................................................................................................................325.3.5影像系统集成配置......................................................................................................................325.4作业平台..............................................................................................................................................325.4.1我的审核......................................................................................................................................325.4.2我的结算......................................................................................................................................355.4.3我的稽核......................................................................................................................................365.4.4我的打印......................................................................................................................................375.4.5作业调度......................................................................................................................................385.4.6作业查询......................................................................................................................................395.4.7作业人员状态..............................................................................................................................395.4.8自动审批查询..............................................................................................................................395.4.9审核问题统计..............................................................................................................................405.5共享稽核..............................................................................................................................................425.5.1日常任务定义..............................................................................................................................435.5.2稽核任务......................................................................................................................................435.5.3单据抽取......................................................................................................................................455.5.4我的整改......................................................................................................................................465.5.5申述仲裁......................................................................................................................................465.5.6稽核情况查询..............................................................................................................................475.5.7稽核报告......................................................................................................................................475.5.8报告模板......................................................................................................................................485.5.9稽核查询......................................................................................................................................495.6绩效看板..............................................................................................................................................495.6.1中心运营监控定义......................................................................................................................495.6.2综合主题定义..............................................................................................................................505.6.3中心主题定义..............................................................................................................................515.6.4作业人员主题定义......................................................................................................................515.6.5作业组主题定义..........................................................................................................................525.6.6看板管理......................................................................................................................................525.6.7第三方报表管理..........................................................................................................................535.6.8看板监控......................................................................................................................................535.6.9数据提取......................................................................................................................................535.7绩效分析..............................................................................................................................................535.7.1影像扫描绩效汇总表..................................................................................................................545.7.2共享审核绩效汇总表..................................................................................................................555.7.3全流程绩效汇总表......................................................................................................................565.7.4本地流程绩效汇总表..................................................................................................................575.7.5共享流程绩效汇总表..................................................................................................................59用友网络科技股份有限公司用友网络科技股份有限公司4产品说明用友商业创新平台5.7.6共享中心审核绩效汇总表..........................................................................................................605.7.7共享付款绩效汇总表..................................................................................................................615.7.8共享单据绩效明细表..................................................................................................................625.7.9退单统计汇总表..........................................................................................................................635.7.10退单统计明细表..........................................................................................................................645.7.11共享挂起单据明细表..................................................................................................................645.7.12共享作业组单据量统计表..........................................................................................................655.7.13共享作业人员单据量统计表......................................................................................................665.7.14影像扫描超期明细表..................................................................................................................665.7.15筛选器..........................................................................................................................................675.7.16仪表板..........................................................................................................................................685.8绩效评价..............................................................................................................................................695.8.1绩效维度......................................................................................................................................695.8.2绩效指标......................................................................................................................................695.8.3绩效评价体系..............................................................................................................................705.8.4人员能力评估..............................................................................................................................715.8.5绩效评价方案..............................................................................................................................725.8.6我的绩效评价..............................................................................................................................735.8.7绩绞评价审核..............................................................................................................................735.8.8我的能力评估报告......................................................................................................................735.8.9能力评估汇总报告......................................................................................................................745.8.10能力评估明细查询......................................................................................................................745.8.11我的绩效评估报告......................................................................................................................745.8.12绩效评价汇总报告......................................................................................................................745.8.13作业人员绩效评价明细查询......................................................................................................755.8.14作业组绩效评价明细查询..........................................................................................................755.8.15共享中心绩效评价明细查询......................................................................................................755.9知识管理..............................................................................................................................................765.9.1知识维护......................................................................................................................................765.9.2知识搜索......................................................................................................................................765.9.3报账业务说明设置......................................................................................................................765.9.4知识查看......................................................................................................................................775.10满意度管理..........................................................................................................................................775.10.1评价规则设置..............................................................................................................................775.10.2评价维度......................................................................................................................................775.10.3不满意原因..................................................................................................................................775.10.4满意度评价..................................................................................................................................785.10.5满意度汇总统计表......................................................................................................................785.10.6不满意原因汇总统计表..............................................................................................................785.10.7满意度评价明细表......................................................................................................................795.10.8单据满意度分析..........................................................................................................................795.10.9满意度占比分析..........................................................................................................................795.10.10满意度评价参与度分析......................................................................................................805.10.11参与人员排名分析..............................................................................................................80用友网络科技股份有限公司用友网络科技股份有限公司5产品说明用友商业创新平台5.11信用管理..............................................................................................................................................805.11.1信用参数设置..............................................................................................................................805.11.2信用等级......................................................................................................................................815.11.3信用减分事项..............................................................................................................................815.11.4每单自动调整事项......................................................................................................................815.11.5信用调整规则..............................................................................................................................815.11.6信用评价......................................................................................................................................825.11.7信用调整......................................................................................................................................825.11.8信用申诉......................................................................................................................................825.11.9信用申诉处理..............................................................................................................................825.11.10信用查询..............................................................................................................................835.11.11调整日志表..........................................................................................................................835.11.12信用汇总表..........................................................................................................................835.11.13信用减分事项明细表..........................................................................................................835.11.14信用减分事项汇总表..........................................................................................................835.11.15单位信用减分事项分析表..................................................................................................835.11.16报账人信用减分事项分析表..............................................................................................835.11.17我的信用报告......................................................................................................................845.11.18信用评价结果的应用..........................................................................................................845.12发票中心..............................................................................................................................................845.12.1业务单据上传发票......................................................................................................................845.12.2收票..............................................................................................................................................855.12.3进项发票台账..............................................................................................................................865.12.4我的发票台账..............................................................................................................................865.12.5拆分规则......................................................................................................................................875.12.6合并规则......................................................................................................................................875.12.7开票方案......................................................................................................................................875.12.8收购开票申请..............................................................................................................................885.12.9开票申请......................................................................................................................................905.12.10销项发票..............................................................................................................................925.12.11发票状态同步......................................................................................................................925.12.12发票协同..............................................................................................................................935.12.13销项发票台账......................................................................................................................945.12.14业务开票明细台账..............................................................................................................945.13工单......................................................................................................................................................955.13.1工单管理......................................................................................................................................955.13.2外系统接入共享设置..................................................................................................................965.13.3自定义共享应用..........................................................................................................................975.14共享服务集成平台..............................................................................................................................985.14.1SSC系统设置.............................................................................................................................1005.14.2ERP系统设置.............................................................................................................................1005.14.3集团映射....................................................................................................................................1015.14.4转换配置....................................................................................................................................1015.14.5档案传输规则............................................................................................................................101用友网络科技股份有限公司用友网络科技股份有限公司6产品说明用友商业创新平台5.14.6档案传输....................................................................................................................................1025.14.7任务监控....................................................................................................................................1025.14.8邮件通知....................................................................................................................................1025.14.9门户............................................................................................................................................103用友网络科技股份有限公司用友网络科技股份有限公司7产品说明用友商业创新平台第一章总体目标财务和业务向共享服务转型是趋势，企业数字化转型进一步推动和加速财务等领域向共享服务转型，共享服务的技术革新贯穿其发展历程，顺应企业数字化转型、精细化管理、自动智能、一体化应用、专业化分工的业务发展需求。高级版共享服务全新推出业财税一体化、全业务共享解决方案，将分散、重复、量...
