NC Cloud 1909 User Manual-Dynamic Modeling Platform-Process Management-clean.pdf

User Manual-1909 Process Management 用友网络科技股份有限公司 1 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 2 Table of Contents COPYRIGHT ........................................................................................................................................................... 1 CHANGE RECORD ................................................................................................................................................ 6 CHAPTER I OVERVIEW ................................................................................................................................. 8 1.1 PRODUCT OVERVIEW ............................................................................................................................................ 8 1.2 FUNCTION INTRODUCTION .................................................................................................................................... 8 1.3 FOUR PROCESS ELEMENTS .................................................................................................................................. 11 CHAPTER II TRANSACTION TYPE ................................................................................................................... 12 2.1 TRANSACTION TYPE SETTINGS ........................................................................................................................... 12 2.1.1 Interface ......................................................................................................................................................... 12 2.1.2 Application Guide .......................................................................................................................................... 13 CHAPTER III APPROVAL PROCESS .................................................................................................................. 21 3.1 APPROVAL PROCESS SETTINGS - GROUP .................................................................................................................... 21 3.1.1 User Interface .................................................................................................................................................... 21 3.1.2 Application Guide .............................................................................................................................................. 40 3.1.3 Example Analysis ............................................................................................................................................... 43 3.2 APPROVAL PROCESS SETTINGS - BUSINESS UNIT ....................................................................................................... 48 3.3 PROCESS AGENT SETTINGS ........................................................................................................................................ 48 3.3.1 User Interface .................................................................................................................................................... 49 3.3.2 Application Guide .............................................................................................................................................. 49 3.4 PROCESS USER GROUP SETTINGS .............................................................................................................................. 53 3.4.1 Interface ............................................................................................................................................................ 54 3.4.2 Application Guide .............................................................................................................................................. 56 3.5 TASK MESSAGE CONFIGURATION .............................................................................................................................. 57 3.5.1 Interface ............................................................................................................................................................ 57 3.5.2 Application Guide .............................................................................................................................................. 61 3.6 APPROVAL TERM SETTINGS ....................................................................................................................................... 63 3.6.1 Interface ............................................................................................................................................................ 63 3.6.2 Application Guide .............................................................................................................................................. 63 CHAPTER IV WORKFLOW ................................................................................................................................ 64 4.1 WORKFLOW SETTINGS - GROUP ................................................................................................................................ 64 4.1.1 Interface ............................................................................................................................................................ 64 4.1.2 Application Guidance ...................................................................................................................................... 100 4.1.3 Example Analysis ............................................................................................................................................. 103 4.2 WORKFLOW SETTINGS - BUSINESS UNIT ................................................................................................................. 110 CHAPTER V BUSINESS FLOW ......................................................................................................................... 111 5.1 DOCUMENT INTERFACE SETTINGS ........................................................................................................................... 111 用友网络科技股份有限公司 3 5.1.1 Interface .......................................................................................................................................................... 111 5.1.2 Application Guide ............................................................................................................................................ 112 5.2 DOCUMENT CONVERSION RULES-GROUP ................................................................................................................ 113 5.2.1 Interface .......................................................................................................................................................... 113 5.2.2 Application Guide ............................................................................................................................................ 114 5.3 BUSINESS FLOW SETTINGS ...................................................................................................................................... 117 5.3.1 Interface .......................................................................................................................................................... 119 5.3.2 Application Guide ............................................................................................................................................ 120 5.3.3 Example Analysis ............................................................................................................................................. 133 CHAPTER VI PROCESS MONITORING .......................................................................................................... 150 6.1 WORK ITEM MANAGEMENT..................................................................................................................................... 150 6.1.1 Interface .......................................................................................................................................................... 150 6.1.2 Application Guidance ...................................................................................................................................... 151 6.2 PROCESS INSTANCE MANAGEMENT ......................................................................................................................... 151 6.2.1 User Interface .................................................................................................................................................. 151 6.2.2 Application Guidance ...................................................................................................................................... 152 CHAPTER VII APPROVAL MANAGEMENT ................................................................................................... 153 7.1 APPROVAL CENTER .................................................................................................................................................. 153 7.1.1 Interface .......................................................................................................................................................... 153 7.1.2 Application Guidance ...................................................................................................................................... 153 7.2 BUSINESS CENTER ................................................................................................................................................... 154 7.2.1 Interface .......................................................................................................................................................... 154 7.2.2 Application Guidance ...................................................................................................................................... 154 7.3 ALERT CENTER ........................................................................................................................................................ 154 7.3.1 Interface .......................................................................................................................................................... 154 7.2.2 Application Guidance ...................................................................................................................................... 155 7.4 NOTIFICATION CENTER ............................................................................................................................................ 155 7.4.1 Interface .......................................................................................................................................................... 155 7.4.2 Application Guidance ...................................................................................................................................... 155 CHAPTER VIII APPENDIX ................................................................................................................................ 156 8.1 APPENDIX 1: TERMS AND DEFINITIONS .................................................................................................................... 156 8.2 APPENDIX 2: TRANSACTION TYPES DEFINITION ...................................................................................................... 157 8.2.1 Financial Accounting ...................................................................................................................................... 158 8.2.2 Management Accounting ................................................................................................................................. 164 8.2.3 Fund Management ........................................................................................................................................... 165 8.2.4 Supply Chain ................................................................................................................................................... 168 8.2.5 Supplier Management ...................................................................................................................................... 227 8.2.6 Asset Management ........................................................................................................................................... 228 8.2.7 Quality Control ..........................................................................................................