产品说明（完整版）【共享服务】YonBIPV3.0(R6_2505_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.........................................................................................................................................215.1共享基础设置...................................................................................................................................215.1.1创建共享中心...........................................................................................................................215.1.2设置委托关系...........................................................................................................................225.1.3作业任务定义...........................................................................................................................235.1.4配置作业组工作.......................................................................................................................235.1.5配置作业组用户.......................................................................................................................245.1.6配置提取规则...........................................................................................................................245.1.7设置任务优先级.......................................................................................................................255.1.8设置派单规则...........................................................................................................................255.1.9配置打印规则...........................................................................................................................255.1.10共享基础档案...........................................................................................................................255.1.11自动审批规则...........................................................................................................................275.2全员业务平台...................................................................................................................................275.2.1单据映射...................................................................................................................................275.2.2公共字段管理...........................................................................................................................285.2.3报账业务菜单设置...................................................................................................................285.2.4批量打印模板设置...................................................................................................................295.2.5我的单据...................................................................................................................................295.2.6单据查询...................................................................................................................................305.2.7业务转交...................................................................................................................................31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...................................................................................................................................315.2.9影像扫描任务统计...................................................................................................................315.3影像管理...........................................................................................................................................325.3.1影像扫描设置...........................................................................................................................325.3.2影像扫描...................................................................................................................................325.3.3支持下游联查上游单据、凭证联查单据的影像、发票........................................................335.3.4影像任务超期预警...................................................................................................................335.3.5影像系统集成配置...................................................................................................................335.4作业平台...........................................................................................................................................345.4.1我的审核...................................................................................................................................345.4.2我的结算...................................................................................................................................365.4.3我的稽核...................................................................................................................................375.4.4我的打印...................................................................................................................................385.4.5作业调度...................................................................................................................................395.4.6作业查询...................................................................................................................................405.4.7作业人员状态...........................................................................................................................405.4.8自动审批查询...........................................................................................................................415.4.9审核问题统计...........................................................................................................................425.5共享稽核...........................................................................................................................................425.5.1日常任务定义...........................................................................................................................425.5.2稽核任务...................................................................................................................................435.5.3单据抽取...................................................................................................................................455.5.4我的整改...................................................................................................................................455.5.5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...................................................................................................................................485.6绩效看板...........................................................................................................................................495.6.1中心运营监控定义...................................................................................................................495.6.2综合主题定义...........................................................................................................................495.6.3中心主题定义...........................................................................................................................505.6.4作业人员主题定义...................................................................................................................515.6.5作业组主题定义.......................................................................................................................515.6.6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...............................................................................................................58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........................................................................................................595.7.7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.......................................................................................................................625.7.10退单明细表...............................................................................................................................635.7.11共享挂起单据明细表...............................................................................................................645.7.12作业组单据处理量统计表........................................................................................................645.7.13作业人员单据处理量统计表....................................................................................................655.7.14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...........................................................................................................................725.8.7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...................................................................................................................735.8.10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...................................................................................................................................765.10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....................................................................................................795.10.11参与人员排名分析...........................................................................................................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...................................................................................................................................805.11.3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...........................................................................................................................825.11.11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...................................................................................................................835.11.18信用评价结果的应用.......................................................................................................835.12发票中心...........................................................................................................................................845.12.1企业票夹...................................................................................................................................845.12.2发票合并规则...........................................................................................................................855.12.3采购收票...................................................................................................................................855.12.4实物发票补采...........................................................................................................................865.12.5进项发票台账...........................................................................................................................865.12.6我的发票台账...........................................................................................................................875.12.7拆分规则...................................................................................................................................875.12.8合并规则...................................................................................................................................885.12.9开票方案...................................................................................................................................885.12.10收购开票申请...................................................................................................................885.12.11开票申请...........................................................................................................................905.12.12销项发票...........................................................................................................................935.12.13发票状态同步...................................................................................................................935.12.14发票协同...........................................................................................................................945.12.15销项发票台账...................................................................................................................955.12.16业务开票明细台账...........................................................................................................955.13工单...................................................................................................................................................955.13.1工单管理...................................................................................................................................955.13.2外系统接入共享设置...............................................................................................................975.13.3自定义共享应用.......................................................................................................................985.14共享服务集成平台...........................................................................................................................985.14.1SSC系统设置...........................................................................................................................1015.14.2ERP系统设置..........................................................................................................................1015.14.3集团映射.................................................................................................................................102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5.14.4转换配置.................................................................................................................................1025.14.5档案传输规则.........................................................................................................................1025.14.6档案传输.................................................................................................................................1025.14.7任务监控.................................................................................................................................1035.14.8邮件通知.................................................................................................................................1035.14.9门户.........................................................................................................................................104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、量大的财务交易处理业务全面纳入共享服务中心进行集中处理。实现财务标准化、专业化和流程化。提供全员业务平台、影像平台、作业平台、运营平台、集成平台、发票中心，支撑费用共享、应收共享、应付共享、合同共享、资金共享、资产共享和总账共享；并与...
