UserManualforKingdeeK/3WISECapacityRequirementsPlanningStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThemanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheCRPmodule: 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,MaterialsCirculat onItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.YouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1KingdeeK/3WISEOverview.11.1Console..11.2ConsoleEditor..31.3MessageCenter.101.4MyK/3..141.5SystemSettings.16Chapter2ModuleOverview.172.1ModuleStructure..172.2ModuleFeatures..182.3ApplicationProcess..192.4ModuleStructure..19Chapter3ModuleMaintenance..213.1MasterDataMaintenance..213.2SystemInitialization.413.3SystemSettings.443.4UserManagement..473.5LogData.47Chapter4CapacityRequirementsPlanning.494.1CapacityRequirementsPlanning.49Chapter5MRP/ERPOverview.575.1ConceptandHistoryofMRP/ERP.575.2FunctionsofMRP/ERP..585.3PrinciplesofMRP/ERP..605.4HowtoEstablishanEffectiveERPSystem.62AppendixAGlossary..65AppendixBFeedbackForm.69UserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-1-Chapter1KingdeeK/3WISEOverviewKingdeeK/3V14.2isanenhancedandimprovedversionofKingdeeK/3V10.4.Thisversionispackedwithmorefeatures.Allfunctionsareaccessiblefromtheconsole,makingitveryeasytouseevenforgroupusers.1.1ConsoleTheconsoledisplaysallthefunctionsprovidedbyK/3system.AllfunctionsofK/3,asshowninFigure1-1.Figure1-1Theconsoleinterfaceisdividedintofourparts:System,Module,MainFunctionandSubFunction.Toaccesstheseparts,expandthemlevelbylevel.Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-2-Thereare11tabsinSystemitemsKingdeeK/3ERP,includingGroupConsolidation,SCM,Manufacturing,HR,FI,Cost,Capital,MA,BPM,SysSettingsandMyK/3.SysSettingsandMyK/3willbedescribedlater.TheModuleliststhemodulesofeachsystem.Selectasystemtabandthesystemwilldisplaythemodulesincluded.Youcanaccesseachmodulebydouble-clickingit.MainFunctionliststhemainfunctionsofeachmodule.SelectamoduleandtheMainFunctionwillpresentthemainfunctionsofthemodule.Forexample:Toenteravoucher,selectFI->GeneralLedger->VoucherHandling->NewVoucher.TheVoucher-Newinterfaceappears,allowingyoutoentervouchers.Thefunctionquickaccessboxprovidesaquickaccesstofunctioninterfaces.Thesystemprovidesamnemoniccodeforeachfunction.Typethemnemoniccodeofyourdesiredmoduleinthisbox,andthesystemwillopenthemodule.Note:Themnemoniccodeofeachfunctionisoftentheinitialsofpinyin.Forexample,themnemoniccodeoftheVoucherEntryfunctionis<PZLR>.YoucanviewallmnemoniccodesoffunctionsintheConsoleEditor.Forexample:Toenteravoucher,type<PZLR>intheQuickAccesstoModuleboxandthenclickEnter.TheVoucherinterfaceappearsforyoutoentervouchers.MessageCenterisaplatformforreceivingandsendingmessagesbetweendifferentusersinthesameaccountset.Formoreinformation,seeSection1.3.UserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-3-1.2ConsoleEditor1.2.1ConsoleEditorTheConsoleEditormeetsyourrequirementforpersonalizedconsolesettings.Itallowsyoutodefinetheconsolesettingsasactuallyneeded.ThusyoucanusetheK/3systemmoreconveniently:Youcanadjustthedisplayofeachfunctionmenuontheconsoleasyouwish.Forexample,youcansetwhethertodisplayafunctionmenuontheconsole,andchangethenameofadisplayedfunctionmenuasrequired.Youcanconnectathirdparty’sapplicationtotheconsole.Forexample,addashortcuttoanapplicationyouoftenuse(oraprogramyouhaveobtainedthroughsecondarydevelopment)ontheK/3console,sothatyoucanopentheapplicationdirectlyontheconsolelater.Note:Tousethisfunction,youmusthavetheConsoleEditormanagementauthority.TheauthorityissetinUserManagement.ApplicationIntheconsole,selectSystem->Setting->ConsoleEditor.TheConsoleEditorinterfaceappears,asshowninFigure1-2.Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-4-Figure1-2TheConsoleEditorinterfacedisplaysthesamecontentsastheK/3consoleinterface.WiththeConsoleEditor,youcancustomizetheK/3consoleinterface.Customizingitemnamesontheconsole1.InthePropertyListontherightoftheConsoleEditorinterface,selecttheitemyouwanttorename.Forexample,GeneralLedger.DoubleclickGeneralLedger.WhenthecursorblinksintheNameentrybox,typeatargetname.2.TheAppl.buttononthetoolbarisautomaticallyactivated.Clickthisbuttontosaveyourmodificationtotheitemname.3.IfyoudonotclickAppl.tosaveyourmodification,thesystemdisplaysamessagewhenyouoperateanyitemintheFunc.Listpane.4.ClickCloseonthetoolbartoexittheConsoleEditor.Youwillreceiveamessage:Youjustedited[****]functionproperty.Save?ClickYestosaveyourmodification,thenthemodificationisdisplayedontheconsoleinterface.Otherwise,clickNo.AdjustingthedisplaysequenceofitemsontheconsoleUserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-5-Bymovinglocationsoftheitemsofthesametypeupordown,youcanhavefunctionsdisplayedinasequencefavorabletoyourpractice.1.SelectanitemthatyouwanttomovefromPropertyListontherightoftheConsoleEditorinterface,andclickUporDownonthetoolbartomovetheitemtoyourrequiredlocation.2.ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.ManagingcustomizeditemsInadditiontothepre-setitemsofthesystem,youcanaddcustomizeditemsatwilltotheconsolewiththeConsoleEditor.1.CreatinganewcustomizeditemWiththisfunction,youcanconnectathirdparty’sprogramtotheconsole,thatis,createashortcutfortheprogramontheconsole.InthePropertyListpaneontherightoftheConsoleEditorinterface,clickNewonthetoolbar.1)IftheitemsdisplayedinthePropertyListpanearenotsubfunctions,theNewProjectdialogboxthatpopsupwhenyouclickNewonthetoolbarcontainsonlytheProjectNameentrybox.2)IftheitemsdisplayedinthePropertyListpanearesubfunctions,theNewdialogboxthatpopsupwhenyouclickNewonthetoolbarcontainsthreeitems,whichareshowninTable1-1.FieldsDescriptionRequired(Y/N)ItemNameNameofthecurrentfunctionitemdisplayedontheconsole.YMnemonicCodeYoucantypethismnemoniccodeinthefunctionquickaccessboxattheupperrightcorneroftheconsoletoaccesstheinterfaceforthefunction.NProgramPathProgrampathofthefunction.YTable1-1Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-6-Note:Bydefault,thesystemtickstheVisiblecolumnforallnewcustomizeditems.Forexample:IfyouwanttoaddanewsystemMyWork–DailyWork–MailHandling–MyMailboxunderSysSettingsontheconsole,clickMyMailboxtousethemailboxtools.StepsoperatedintheConsoleEditorareasfollows:OpentheConsoleEditor,selectFunctionListintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMyWorkintheItemNameentryboxandthenclickRefresh.SelectMyWorkintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup,containingonlytheItemNameentrybox.TypeDailyWorkinitandthenclickRefresh.SelectDailyWorkintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMailHandlingintheItemNameentryboxandthenclickRefresh.SelectMailHandlingintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMyMailboxintheItemNameentrybox,andselectthepathofthisprogramandthenclickOK,andthenclickRefresh.ClosetheConsoleEditortoreturntotheconsole,whichdisplaysthesystemyoujustadd.2.Editingacustomizeditem1)EditingacustomizedsubfunctionitemI.Propertyonthetoolbarisautomaticallyactivated.Clickthisbutton.TheEditItemdialogboxappears.Inthedialogbox,youcanresettheitemname,mnemoniccodeandprogrampathoftheitem.II.Alternatively,youcanresettheitemname,mnemoniccodeandvisibilityoftheiteminthePropertyListpane.UserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-7-2)Editingacustomizednon-subfunctionitemYoucanresetthenameandmnemoniccodeinthePropertyListpane.Note:Now,thePropertybuttonisactivatedonlywhenyouselectacustomizedsubfunctionitem.3.Deletingacustomizeditem1)SelectacustomizeditemthatyouwanttodeletefromthePropertyListpane.TheDeletebuttononthetoolbarisactivatedautomatically.2)ClickDelete,apromptwillpopup:Areyousureyouwanttodeletethiscustomitem?ClickYestodelete.Otherwise,itwillnotbedeleted.3)ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.Note:Now,onlycustomizeditemscanbedeleted.Importingandexportingtheconsoledisplaytemplate1.ThetemplateexportfunctionallowsyoutoexportthesettingsyouconfigureintheConsoleEditorintoatemplatefileforbackuppurposeorforuseatotherclients.1)ClickExportonthetoolbar.TheSelectDirectoryinterfaceappears.2)EnterafilenameforthetemplateandclickSave.Thetemplatefileissavedsuccessfully.2.ThetemplateimportfunctionallowsyoutoimportasavedtemplatefiletotheConsoleEditor.1)ClickImportonthetoolbar.TheSelectDirectoryinterfaceappearsinwhichyoucanselectasavedtemplatefile.2)ClickOpen.SettingsinthefilearerestoredanddisplayedontheConsoleEditor.3)ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-8-Note:Theinformationinthesavedtemplateincludes:AllthesettingsintheSystem->SettingthatisthesettingsintheConsoleEditorandOptionSettings.ConsoleEditoroptionsClickOptionsonthetoolbar.TheOptionsinterfaceappears,asshowninFigure1-3.Figure1-3Thethreeoptionsprovidethefollowingfunctions:Start-upinterfaceapplicationschemeNotdisp.allorganizationunitswhenloginIfyoucheckthisbox,thecodesandnamesoforganizationsontheapplicationserverconnectedtotheclientareinvisibleontheK/3logininterface.Inthiscaseyoumustmanuallyinputtheorganizationinformation.Ifyouclearthisbox,thecodesandnamesarevisible.SaveorganizationcodeenteredwhilelastloginNote:Theseoptionsapplytoonlyaspecificclient,butdonotaffectthesettingsofotherclients.RestoringthedefaultsettingsAftersettingtheConsoleEditor,ifyouareunsatisfiedwiththeconsoledisplay,usetheDefaultbuttonoftheConsoleEditortorestorethesystemdefaultsettings.UserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-9-Note:AfteryouclickDefault,thesystemwillrestorebothConsoleEditorandOptionSettingtodefaultsettings.1.2.2SettingDataListOptionsIntheconsole,selectSystem->Setting->OptionSettings.TheOptionSettingsinterfaceappears,asshowninFigure1-4.Figure1-4Optionsonthisinterfacecontroltheoperationmodesofmenuitemsontheconsole.SiteNameYoucandefineasitenameformanagementportalandasitenamefortheHRsystem.ThesettingswilltakeeffectafteryouclickOK.Note:YoucanaccessthesesitesatHR->HRMSystemandBusinessIntelligence->DecisionMakingSupportSystemonlyafteryouhavesettheminthisbox.Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-10-OperationModeEnterdetailedfunctionsbyclickingonconsolemenuorflowchartnodeIfyouselectthischeckbox,youcanclickasubfunctiontoopenthesubfunctioninterface.Otherwise,youmustdoubleclickasubfunctiontoopenthesubfunctioninterface.CurrentlyselectedsystemtabisalwaysontherightIfyoucheckthisbox,theselectedsystemtabwillbeautomaticallyalignedtoright.Ifyouclearthisbox,thelocationoftheselectedsystemtabremainsunchanged.RefreshsubmenudynamicallywhenmoduleisselectedIfyoucheckthisbox,whenyouselectamodule,thesystemwillautomaticallyrefreshitssubmenudynamically.Note:Sofar,thisdynamicrefreshingfunctionappliestothemodulessuchas:Report,Sales,Inventory,PurchaseandUniversalReportmodules.RefreshsubmenudynamicallywhenmainfunctionisselectedIfyoucheckthisbox,whenyouselectamainfunction,thesystemwillautomaticallyrefreshitssubmenudynamically.Note:Sofar,thisdynamicrefreshingfunctionappliestothemodulessuchas:FinancialAnalysis–CustomReportAnalysis,FinancialAnalysis–FactorAnalysisandMasterData-MasterData.Theseoptionsapplytoonlyaspecificclient,butdonotaffectthesettingsofotherclients.1.3MessageCenterTheMessageCenterallowsyoutosend,receive,replytoandforwardmessages.Further,italsoassistsexecutionofbusinessprocesses(workflows)ofbusinesssystems.UserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-11-Forexample:Assumethepurchaserequisitionprocessoftheindustrypurchasemoduleusesthemulti-levelcheckprocessandworkflow.Afterthelevel-1approverhasapprovedaPurchaseRequisition,aworkflowmessagewillbeautomaticallysentout.Whenthelevel-2approverlogsin,thesystemwillautomaticallypopupthemessageinterfacethroughtheMessageCenter.ifthePurchaseRequisitionisneededtobehandledimmediately,itwillbeopenedautomaticallyforthelevel-2approvertohandleonlybydouble-clickingthemessage.Generally,theMessageCenterappearsasasmalliconatthelowerrightcorneroftheconsole.YoucanclickthisicontoopentheMessageCentermaininterface,asshowninFigure1-5.Figure1-5Note:Ifyouhaveanewincomingmessageduringyouroperationintheconsoleinterface,theiconbecomedynamicandthesysteminformsyouofanewmessage.TheK/3MessageCentersupportstwotypesofmessages:generalmessageandworkflowmessage.Generalmessages:Referstoamessagemanuallysentonthemessageplatform.Workflowmessages:Referstoamessagethatisautomaticallysentbythebusinesssystemduringbusinesshandlingtothenextprocessexecutorinvolvedinthebusinessprocess.Suchasystemincludes:Suchasystemincludesanindustrymulti-levelcheckmanagementprocess,acommercialmulti-levelcheckmanagementprocess,etc.ButtonsintheMyMessageinterfaceinK/3havethefunctionsassignedtotheminChapter1KingdeeK/3OverviewUserManualforKingdeeK/3WISECRP-12-Table1-2:ButtonDescriptionRefreshMsgListUpdateincomingandoutgoingmessagesinrealtime.SendNewMsgOpenthePreparetoSendMessageinterface.MsgDetailsOpentheMsgListinterface.CloseClosetheMyMessageinterface.MsgCenterSettingsOpentheoptionSetupinterface.Table1-21.3.1ViewingaMessageTheMyMessageinterfacedisplaysthelatestreceivedmessages.Generalmessagesandworkflowmessagesareidentifiedbydifferenticons.Theiconforgeneralmessagesis.Theiconforworkflowmessagesis.Settingmessageviewingoptions1.Controloverautomaticmessagerefreshing1)EachXXSecond(s)forOneAutoRefreshAfteryousetarefreshingfrequency,theMyMessageinterfacewillperiodicallyrefreshthemessagelistaccordingtotheintervalyousettoreceiveandsendmessages.Alternately,youcanclickRefreshMsgListintheMyMessagemaininterfacetoacquirethenewincomingmessagesimmediately.2)InformationlistautopromptedfornewmessageIfyouselectthisoption,thesystemwillautomaticallydisplaytheMsgListinterfacewhenyouhaveanewincomingmessage,regardlessofwhichbusinessinterfaceyouarenowin.2.Controloverthenumberofdisplayedmessages1)In“MyMsg”,displaythelatestXXMsgsEachtimeyouopentheMyMessageinterface,itonlydisplaysthelatestXXUserManualforKingdeeK/3WISECRPChapter1KingdeeK/3WISEOverview-13-messagesasyousethereintheorderoftime.2)OnlyDispUnreadMessagesIfyouselectthisoption,theMyMessageinterfaceonlydisplaysunreadmessagesandwillautomaticallyhidethemessagesoncetheyareread.Inthiscase,youcanviewthemessagesyouhavereadintheMsgDetailsinterface.HandlingmessagesYoucandoubleclickageneralmessagetoopenitsdetailsinterface,whereyoucanreplytoandforwardthemessage.Youcandoubleclickaworkflowmessagetoopenthecorrespondingmoduleinterfaceforrelatedbusinessoperations.1.3.2SendingaMessage1.ClickSendNewMsgintheMyMessageinterface.ThePreparetoSendMessageinterfaceappears.2.Selectarecipientorseveralrecipients,typethesubjectandcontent,andclickSend.Yourmailissenttotherecipient(s).Note:EachrecipientcanonlybeauserintheA/Cset.Whatissenthereisageneralmessage.Forhowtosendaworkflowmessage,seetheusermanualsfortherespectivemodules.1.3.3ReplyingtoaMessage1.ClickMsgDeta.
