UserManualforKingdeeK/3V14.2MobileERPManagementStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutthepriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.October,2015PrefaceWelcometotheUserManualforKingdeeK/3V14.2MobileERPManagement.ThemanualisorganizedinthefollowingsectionsthataredesignedtohelpyoueffectivelyusetheMobileERPmodule: GeneralDescription InstallationandConfiguration MobileERP PresetInformationQueryService ShortMassageQueryService IMCommunicationToolsThePrefaceinstructsyouhowtoaccessadditionalusefulinformationandformatconventions.TargetReadersThismanualisintendedforuserswhohaveextensiverelatedexperienceandexpertise,andwhoarealreadyfamiliarwiththebasicsoftheKingdeeK/3system.Beforefirsttimeuse,werecommendthatyouattendoneormoreofourtrainingprograms.Formoreinformationregardingtraining,pleasecontactyourlocalKingdeeoffice.Tolearnmoreaboutthesystem’sdetailssuchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3systemthoroughly.SourcesofRelevantInformationYoucanaccessourservicesorrequesthelpthroughthefollowingchannels.1.OnlineTokeepuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-salesConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomaketherightdecisionsrapidly.3.ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovation,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4.ConsultingBasedontheextensiveexperienceofmorethan10,000globalcustomers,advancedmanagementideasandmanagementsoftwareapplications,KingdeehasdevelopeditsGoldenFingerImplementationMethodology,asoftwareapplicationmethodthatreflectsChina’sactualsituation.KingdeewishestohelpyouincreasesuccessbyleveragingoursolidexperienceandexpertiseinenterprisemanagementandITtechnology.5.FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscussfacetofaceanyissuesyoumayhave,andtoconductfieldresearchandanalysistoworkouttherightsolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately.Bymaintaininganextensivecustomerrecord,weareabletoprovidelong-term,sustainable,andefficientservices.7.CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideanintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8.CallCenterThroughourcustomercallcenter,weprovideyouwithanattentiveserviceandrespondtoyourquestionsandconcernsquickly.9.PersonalizedServiceInresponsetocustomerdemandsforpersonalizedservicesweprovidecustomizedsolutionstogetherwithourpartners,andutilizeallavailableresourcestoofferyoufull-featuredapplications.10.ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingthedifficultyofselectingfromawiderangeofsolutions,whileensuringthecompatibilityandintegrityofourservice.11.PartnershipWearelookingtoforgestrategicpartnershipswithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,andtraining.InadditiontoKingdee’sbroadserviceportfolio,youcanalsogainaccesstoservicesofferedbyKingdee’spartners.12.UpgradeOurupgradeservicecanprotectyourvalue-addedinvestmentoverthelongterm,andcost-effectivelyupgradeyoursystem.ProductDesignInspiredbythebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilitiesandproceduresincludingbusinessflowplanningandorganization,andcoordinationacrosstheservicevaluechain.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,andemployeeconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethods.Itmonitorstheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Asacornerstoneofanenterprise'scontinuousmanagementpractice,basemanagementdetermineswhetheritsstrategicobjectivescanberealizedandwhetheritsdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionsintheAsia-Pacificregion.ItisoneofthefastestgrowingISVintheglobalsoftwaremarket,andaleadingcompanyintheChinesesoftwareindustry.ThesoftwareproductsdevelopedandsoldbyKingdeeincludebusinessmanagementsoftwarethatmeetsbusinessmanagementdemandsofthefast-growingnewmarket,e-businessapplicationsoftwarethatoffersservicesviatheInternet,andmiddlewaresoftwareusedbyenterprisestoestablishe-businessplatforms.Kingdeealsoprovidescustomersgloballywithsoftware-relatedmanagementconsulting,implementation,andtechnicalservices.Kingdee’sunique’fastconfiguration,fastimplementation,fastapplication,fasteffect‘globalizedproductandservicepositioningcanhelpcustomerscalmlymeetthechallengeoftheuncertaincommercialenvironment,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurerapid,sustainableandhealthyorganizationalgrowth.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,thefirstpureJAVAmiddlewaresoftware,andthefirstthree-tierERPsystembasedontheInternet.KingdeeK/3isthebusinesssoftwareenterprisewiththehighestoccupationratiointheERPmarketamongChina’ssmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleaseditsnewgenerationproduct-theKingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetslargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideasandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversthemanagementfunctionforanenterprise’sinternalresources,supplychain,customerrelationships,knowledge,andcommercialintelligence.Itrealizesbusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.FormatConventions GeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.BoldButtoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1AkeyofthekeyboardKey1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickLeftclickmousetoclickonanobject.Double-clickLeftclickmousetwicetoopenanobject.Right-clickSelectanobjectandclicktherightmousebutton.Drag-dropLeftclickmouseonobject.Donotreleaseuntiltheobjectisdraggedtothedesiredposition. SpecialSignsFormatDescriptionProvidesassistanceandcallsuser’sattentiontouseitwithcaution.TipNoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstandclearly.Referstoanoperationthatmustbecompletedbeforeyoutakethenextstep.PreconditionDefinesfinancialorcomputertermsmentionedinthedocument.DefinitionDescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.Throughconnectingtoeventandtask,userscansetupacomplicatedbusinessflowmoduleandconductananalysis.EPCnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribethebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.TheEPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanconvenientlyidentifywhichdepartmentorpostisinvolvedwhereintheflow.SeethetablebelowforadescriptionofthesymbolsmentionedintheEPCchart:NameIconDescribes/DefinesExampleActualstate.Oppositelyactsasaneventtrigger.ReceivingoriginalvoucherEventFunctionsConversionfrominitialstatetofinalstate.NewVoucherEnterprisestructure.AccountantinFinancialDepartmentOrganizationUnitRealworldobject(e.g.,businessobject,andmaterialobject).AccountInformation,Material,ResourceObjectRoutePrecedencerelationshipbetweendifferentconnectionflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterLogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowPrecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationDefineswhetherafunctioncanberead,alteredorwrittenintodata.AllocationofResource,OrganizationUniWhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.tFeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.Itwouldbehighlyappreciatedifyouwouldgiveusyouropinionsandsuggestionsonourproductorusermanual.PleasesendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtohearingyourviews.TableofContentsChapter1SystemOverview..1Chapter2InstallationandConfiguration.32.1ConfigurationofK/3MobileBusinessDatabase..32.2ConfigurationofActiveInterface.52.2.1.InstallationandConfigurationofKingdeeiFLYInterface..62.2.2.InstallationandConfigurationofWEINADUOInterface..102.2.3.InstallationandConfigurationofQiXinTongandMASInterface.142.3ConfigurationofApplicationServer..222.3.1.SettingoftheAddressforServerofMobileBusiness&BusinessAlarm.222.3.2.EnablingK/3MobileBusiness/BusinessAlarmServer.232.4BasicOperations&SettingsforMobileERP..252.4.1.MailAccountSettings..252.4.2.SettingonAssociatingUsertoEmployee.262.4.3.SendingDirectSQLReportsinBOSPlatformtoInformationService..272.4.4.MobileBusinessLogManagement.28Chapter3MobileERP..293.1SMSCenter.293.1.1.SettingofPersonalMobilePhoneNumbers.293.1.2.SendingSMS.293.2DocumentforApproval.303.2.1.ApprovalNotifyServiceManagement.323.2.2.PersonalApprovalNotifySettings.333.2.3.SMSNoticeforSuccessfulApprovalofDocuments.343.2.4.CompletionofApprovalOperationThroughMobilePhones.343.3SendingDocumentData.353.3.1.K/3Message..373.3.2.SMS.383.3.3.E-mail..403.3.4.AddContact.423.4InformationQuery.443.4.1.Adding/ModifyingInformationQueryService-CustomSQLReport..443.4.2.Adding/ModifyingInformationQueryService–SecondaryDevelopmentPlug-in.513.4.3.Adding/ModifyingInformationQueryService–ReportAccessFunction.553.4.4.SettingstoEnableInfoQueryService..583.4.5.PersonalInfoQueryList..583.4.6.MobileUsersSendingInformationQueryInstruction..58Chapter4PresetInformationQueryService.614.1QueryInstructionLists..614.1.1.InstructionFormat.614.1.2.MessageContent..614.1.3.CaseStudy..614.2InstructionFormatQuery..614.2.1.InstructionFormat.614.2.2.MessageContent..624.2.3.CaseStudy..624.3AccountBalanceQuery..624.3.1.InstructionFormat.624.3.2.MessageContent..634.3.3.CaseStudy..634.4A/RBalance..634.4.1.InstructionFormat.634.4.2.MessageContent..644.4.3.CaseStudy..644.5A/PBalance..644.5.1.Format.644.5.2.MessageContent..644.5.3.CaseStudy..644.6Anti-counterfeitCheck.654.6.1.InstructionFormat.654.6.2.MessageContent..654.6.3.CaseStudy..654.7QueryReal-timeInventory..654.7.1.InstructionFormat.654.7.2.MessageContent..664.7.3.CaseStudy..664.8QueryReal-timeInventorybyWH..664.8.1.InstructionFormat.664.8.2.MessageContent..664.8.3.CaseStudy..664.9MOReceiptStatus..674.9.1.InstructionFormat.674.9.2.MessageContent..674.9.3.CaseStudy..674.10Cross-areaSalesQuery.674.10.1.InstructionFormat.674.10.2.MessageContent..684.10.3.CaseStudy..68Chapter5ShortMessageQueryService.695.1ManagementofShortMessageSendingQuery.695.2ManagementofShortMessageReceivingQuery..695.3QueryofPersonalShortMessageSending.69Chapter6IMTool.716.1OverviewofIMTool..716.2InstallationandConfigurationofIMTool..716.3SendingBusinessAlarmMessagetoIMPlatform..716.4SendingMessageandAttachmenttoIMPlatform.716.5SendingApprovalWorkflowMessagetoIMPlatform.716.6StartingIMAttachmentCommunicationandIMAttachmentManagement..71AppendixAFeedbackForm.73UserManualforKingdeeK/3V13.1MobileERPManagementChapter1SystemOverviewChapter1SystemOverviewAsamobileERPapplicationplatform,KingdeeK/3MobileERPisdevelopedfortheKingdeeK/3productseries.Thisplatformenablesenterprisestokeepwell-informedabouttheiroperationconditionsforthemtoimprovetheefficiencyinoperationandmanagementbyobtaininginformationfromthemobileterminalinreal-time.Theincreasingcoverageofthemobilenetworkandtheexpansionofenterpriseapplicationswillpushenterprisestoreshapetheirbusinessmode.TheprincipleofmutualaccessbetweenamobilebusinessmobilephoneandtheK/3systemisshownasfollows.Figure1-1TheroleofthisModuleintheK/3ERPsystem:1Chapter1SystemOverviewUserManualforKingdeeK/3V13.1MobileERPManagementFigure1-22UserManualforKingdeeK/3V13.1MobileERPManagementChapter2InstallationandConfiguration3Chapter2InstallationandConfigurationThechapterintroducestheinstallationandconfigurationmethodforK/3MobileERP.TheprocedureofinstallingandconfiguringK/3MobileERPincludesthefollowingsteps: ConfigurationofK/3MobileBusinessDatabase ConfigurationofActiveInterface ConfigurationofApplicationServerThesestepsaredescribedindetailasfollows:2.1ConfigurationofK/3MobileBusinessDatabaseK/3MobileBusinessexchangesinformationwiththeinterfacegatewaythroughdatabase.Therefore,K/3MobileBusinessDatabasemustbeinstalledandconfiguredbeforetheformaluseofK/3MobileBusiness.(SimilartoaK/3A/CSet)Theprocedureofinstallationandconfigurationis:ChooseKingdeeK/3->KingdeeK/3ServerConfigurationTool->A/CSetManagement.TheA/Csetmanagementisstarted.Afterlogin,chooseSystem->MobileBusinessInformationConfigurationService.Chapter2InstallationandConfigurationUserManualforKingdeeK/3V13.1MobileERPManagementFigure2-1ClickDatabaseSettinginthetoolbar.Afterinputtingthecorrectdatabaseconnectioninformationisentered,clickInstall.TheinterfaceisshowninFigure2-2.Figure2-24UserManualforKingdeeK/3V13.1MobileERPManagementChapter2InstallationandConfiguration52.2ConfigurationofActiveInterfaceAtpresent,operatorslikeChinaMobileandChinaUnicomallsupportmultipleaccessmethodsofshortmessages,suchasKingdeeiFLY,QiXingTongandMASJas.ThefollowingisabriefintroductiontotheseSMSaccessmethods. KingdeeiFLYTheKingdeeiFlysystem,anonlinemobilebusinesssolutionbasedontheInternetandthemobilecommunicationnetwork,supportsWEB,WAP,SMS,andothermultipleaccessforms.Itprovides,bybusinessdivision,aseriesofsolutions,includingmobiledatamaster,mobilesales,mobilepromotion,mobilecustomerservice,andmobileoffice.Formoredetails,pleasevisitthefollowinglink:http://global.kingdee.com/en/products/iFly/iFly.jspNote:K/3MobileERPusesKingdeeIFLYgatewayastheinterfacetosendshortmessages.PurchasingKingdeeMobileBusinessonlymeansthatyoucanuseSMSsending,SMSapprovalandSMSqueryintherangeofK/3ERPMobileBusinessfunctions;itdoesnotmeanthattheKingdeeiFlyproductispurchasedtogetherwithitsfunctionsofmobiledatamaster,mobilesales,mobilepromotion,mobilecustomerservice,andmobileoffice.IfyouhavepurchasedK/3MobileBusinessandwanttousetheiFlyinterface,youneedtorequesttheusernamerequiredtologintothegatewayandthesendingnumberduringtheSMSuplinkfromKingdee.Inaddition,youalsoneedtopurchasepointcardsfromKingdeetopaySMStraffic. QiXingTongQiXingTongisanintegratedplatformofinformationinteractionbasedonthemobilecommunicationnetworkandtheInternet.ThisplatformislaunchedbyChinaMobileforenterprises,enablingquickandcost-effectivecommunication,collaboration,mobilemarketingandmarketpromotion,andeffectivelyimprovingtheinformationtechnologylevelandcapabilityofenterprises.Itprovidesaenterprisecommunicationsuite,amarketpromotionsuite,amobilemarketingsuite,acollaborativeofficesuite,etc.Formoredetails,pleasevisitthefollowinglink:http://www.gd.chinamobile.com/group/dongguan/products/03,1185.shtmlNote:K/3MobileERPusesQiXingTongofChinaMobileastheinterfacetosendshortmessages.PurchasingKingdeeMobileBusinessonlymeansyoucanuseSMSsending,SMSapprovalandSMSqueryintherangeofK/3ERPMobileBusinessfunctions;itdoesnotmeanthatyoucanuseotherfunctionsofQiXingTonginK/3ERP.IfyouhavepurchasedK/3MobileBusinessandwanttouseQiXingTonginterface,youneedtorequestQiXingTongservicefromyourlocalChinaMobile.Inaddition,youalsoneedtopayChinaMobileforSMStraffic.Chapter2InstallationandConfigurationUserManualforKingdeeK/3V13.1MobileERPManagement6 MASJasMobileAgentServer(MAS)isthegeneralnameforinformationapplicationservicesbasedonmobileterminals,providedbyChinaMobiletoenterprisecustomerswithOA,ERP,MIS,CRM,E-mailandotherinformationsystems.Itprovidesend-to-endinformationsolutionsviaMAS+mobilephones.MASJasoffersseveralfunctionsincludingITapplicationintegration,informationsecuritymanagement,datamanagement,routingmanagement,standardcommunicationinterfacesandcustomerself-servicemanagement.Itboastsofgoodscalability,highsecurityandeasetointegrate,andthusflexibleforsecondarydevelopment.Formoredetails,pleasevisitthefollowinglink:http://www.gd.chinamobile.com/group/dongguan/products/tj/03,1171.shtmlNote:K/3MobileERPusesMASJasofChinaMobileastheinterfacetosendshortmessages.PurchasingKingdeeMobileBusinessonlymeansyoucanusesSMSsending,SMSapprovalandSMSqueryintherangeofK/3ERPMobileBusinessfunctions;itdoesnotmeanthatyoucanuseotherfunctionsofMASJasofChinaMobileinK/3ERP.IfyouhavepurchasedK/3MobileBusinessandwanttouseMASJasastheinterface,youneedtopurchaseMASJasfromyourlocalChinaMobile.Inaddition,youalsoneedtopayChinaMobileforSMStraffic.TheK/3V11.0MobileBusinesssystemaddsthesupportforQiXingTongandMASJasinterfaceofChinaMobile.Youcanselectanyoftheinterfacesandsetittotheactiveinterface.Thenafterconfigurationbyfollowingtheinstructions,youcanusethecompletesetofmobilebusinessfunctions.Afteryouselectoneinterface,pleaseinstallandconfigureitasdescribedinSection2.2.1,2.2.2or2.2.3below.2.2.1.InstallationandConfigurationofKingdeeiFLYInterfaceIfyouhavepurchasedandselectedKingdeeiFLYastheSMSinterfacewithoperators,pleasereadthroughthissection;otherwise,skipit.TheAPIofKingdeeiFLYconnectstheiFlygatewaytosendandreceiveshortmessagesviamobilephones.TheAPIofKingdeeiFLYisinstalledsynchronouslywhileinstallingKingdeeK/3V11.0clientandsystemtools.1.Ontheapplicationserver,chooseSystem->MobileBusinessInformationServiceConfiguration.TheMobileBusinessInformationServiceConfigurationwindowappearswhereyoucancreateamobilebusinessdatabase.UserManualforKingdeeK/3V13.1MobileERPManagementChapter2InstallationandConfigurationFigure2-32.ConfigureinterfaceFigure2-47Chapter2InstallationandConfigurationUserManualforKingdeeK/3V13.
