UserManualforKingdeeK/3WISEQualityManagementStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThemanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheQualityManagementmodule: 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 AgreementofGeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.BoldOptionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressrightmouse.Drag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse. SpecialSignsFormatDescriptionTipRemindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstanditveryclearly.PreconditionReferstotheoperationthatmustbecompletedbeforeacertainoperation.DefinitionDefinesSCMorcomputertermsthatappear.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).VoucherhandlingprocedureLogicOperationalCharacterItdescribesthelogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowItdescribestheprecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationItdefineswhetherafunctioncanberea,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.YouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1ModuleOverview.11.1AbouttheModule.11.2ModuleLocationinK/3ERPSystem.61.3InterfacewithOtherModules.7Chapter2BusinessModesandApplication.92.1IncomingInspection.92.2ProductInspection.122.3OperationInspection(Subcontract).142.4OperationInspection(Self-made)..152.5InventoryInspection.172.6DeliveryInspection.192.7ReturnInspection.212.8OtherInspection.232.9SampleManagement.25Chapter3BasicsonModuleApplication..293.1MasterData.293.2AccountingParameters..593.3SystemSettings.603.4DocumentCodingRule..643.5PrintControl.703.6DocumentType..713.7BusinessWorkflowDesign.733.8Multi-levelApprovalManagement..783.9PermissionManagement.863.10EnablingSystem..863.11SystemAlarmParameterSettings.87Chapter4PublicFunctions.914.1PublicFunctionsofDocument.914.2PublicFunctionsofDocumentsList..1104.3PublicFunctionsofReport.129Chapter5IncomingInspection.1375.1MaterialReceiptNotice/InspectionRequisition..1385.2IncomingInspection.1385.3DefectDisposal..1685.4ReceiptandReturnHandlingofIncomingInspection..177Chapter6OperationInspection..1816.1CreatinganOperationInspection..1826.2QueryingandMaintaininganOperationInspection.1936.3Approving/De-approvinganOperationInspection.197Chapter7ProductInspection.2017.1MOReport/InspectionRequisition.2017.2ProductInspection.2027.3ReceiptandReprocessingHandlingofProductInspection.217Chapter8Delivery/GoodsReturnInspection.2218.1DeliveryInspectionRequisition..2228.2GoodsReturnInspectionRequisition.2348.3Delivery/GoodsReturnInspection.2478.4DeliveryandReturnHandlingofDelivery/GoodsReturnInspection..263Chapter9Inventory/OtherInspection.2659.1InventoryInspectionRequisition..2659.2OtherInspectionRequisition..2789.3Inventory/OtherInspection.2879.4DefectDisposal..3029.5StockTransferandDeliveryHandlingofInventory/OtherInspection.3079.6InventoryRe-inspectionExpiryAlarm..308Chapter10QualityTracking.31110.1Overview.31110.2BasicOperationSettings..31110.3SourceTracking.31710.4DestinationTracking..321Chapter11SampleManagement..32511.1SamplingRecord.32511.2SampleObservationRecord..33911.3SampleCycleObservationPrompt..34711.4SampleDestroyRecord.34811.5SampleManagementReport.355Chapter12CustomerComplaintRecord.36112.1CreatingaNewCustomerComplaintRecord..36112.2QueryingandMaintainingCustomerComplaintRecord..36312.3Approving/De-approvingCustomerComplaintRecord..365Chapter13QualityAccidentRecord..36713.1CreatingaNewQualityAccidentRecord.36713.2QueryingandMaintainingQualityAccidentRecord.36913.3Approving/De-approvingQualityAccidentRecord.371Chapter14InventoryQuery..373Chapter15ReportAnalysis.37515.1ForInspectionDetails..37515.2Supplier/MaterialforInspectionDetails..37815.3SubcontractReceiptInspectionDetails..38015.4DefectReasonAnalysisReportofMaterialInspection..38215.5Supplier/WorkCenterInspectionItemDefectReasonAnalysis.38415.6IncomingInspectionQualityStatistics..38715.7Material&SupplierQualityComparison..38915.8FinishedProductReceiptQualityReport.39115.9OperationInspectionQualityStatistics.39415.10WorkshopforInspectionDetails.39715.11MaterialDefectReasonStatistics..39915.12SupplierDefectReasonStatistics..40215.13WorkshopDefectReasonStatistics.40515.14WeeklyReportofSupplierQuality.40715.15WeeklyReportofProductQuality..41015.16MaterialDefectRate(p)ControlChart.41215.17SupplierDefectRate(P)ControlChart..41815.18WorkshopDefectRate(P)ControlChart.420AppendixAGlossary.423AppendixBFeedbackForm.427UserManualforKingdeeK/3V13.1QualityManagementChapter1ModuleOverview-1-Chapter1ModuleOverviewThischapterprovidesasummaryoftheQualityManagementmodule.1.1AbouttheModuleBasedonthemodulesunderK/3FI,SCMandManufacturingsystems,theQualityManagementmoduleadoptstheadvancedqualitymanagementconceptsofISO9000andthemanagementideasofJITandleanproduction.Thismoduleprovidestheindustrialenterpriseswiththeenterprisemanagementsoftwareforcompletequalitymanagementandcontrol,includingsupplierevaluation,IncomingInspection,operationinspection,subcontractoperationinspection,productinspection,subcontractreceiptinspection,deliveryinspection,goodsreturninspection,samplemanagementandthemanagementofqualityaccidentsandcustomercomplaints.Thismoduleaimstohelpenterprisesimprovetheefficiencyofqualitymanagementandproduction,andreducethenumberofqualityaccidentscausedbythematerial,workshopproductionorqualitymanagementofthestockmaterialsetc.,thusreducingtheshrinkageandcost,andimprovingtheproductqualityandcustomersatisfaction.TheQualityManagementinspectsthequalityandrecordsresultswiththematerials,BOMs,samplestandard,andinspectionschemeasmasterdataandInspectionRequisitionasthedatasource.TheQualityManagementmoduleischaracterizedby: ProvidethesupplierevaluationandcontrolofthePurchaseOrderaccordingtotherequirementsofindividualenterprises; ComprehensiveIncomingInspectionandsamplemanagementaswellastheconcessiveacceptanceofdefectiveproductsfoundintheinspection; Productioninspectionandsamplemanagementapplicableforthedifferentprocessesofmanufacturingenterprisesandmanufacturingenterprisesthatdonotemployprocesses; Integratedsubcontractreceiptinspectionandsamplemanagement; Comprehensivere-inspectionandreminderforstockmaterials; Comprehensivesalesdeliveryinspection,salesreturninspectionandsamplemanagement;Chapter1ModuleOverviewUserManualforKingdeeK/3V13.1QualityManagement-2- Managethequalityaccidentsandcustomercomplaints;Ithelpstheenterprisemanageandcontroltheworkshopproductioneffectivelybyperformingacompletequalitycontroltothematerialreceipt,workshopproduction,operationcontrol,finishedgoodsreceiptandtheinventorymanagement.1.1.1IncomingInspection(PurchaseInspection,SubcontractInspection)TheQualityManagementprovidesacompleteprocessfromMaterialReceiptNotice/InspectionRequisitiontoincominginspection. Increasetheinspectionsofsourcedocuments-MaterialReceiptNotice/InspectionRequisition,andapplytodifferentpurchaseandsubcontractincomingmodes; TheMaterialReceiptNotice/InspectionRequisitioncanbeenteredmanuallyorgeneratedbyassociatingwiththePurchaseOrder,SubcontractOrderorthePurchaseInvoice; TheMaterialReceiptNotice/InspectionRequisitiongeneratesanInspectionOrder; ProvideanIncomingInspectionDefectDisposaltoprocesstheconcessiveacceptanceoftheincomingbusiness,PickoutUseandscrapreceiptbusiness; Providethereturntemporaryreceiptbusinessofunqualifiedproductsfoundininspection,andtransferthematerialintheto-be-inspectedwarehousetotheconsignmentwarehousetokeepthematerialforthesuppliertemporarily; Managethesampling,sampleobservationandsampledestructionofthepurchasedmaterials.1.1.2ProductionInspection(OperationInspection,SubcontractOperation,andFinishedReceiptInspection)Tomeetthediversifiedrequirementsofusers,theQualityManagementprovidestheoperationsandproductinspectionaccordingtodifferentproductiontypes. GenerateOperationInspectionbyOperationReport/ProcessFlowCardReport(self-made);UserManualforKingdeeK/3V13.1QualityManagementChapter1ModuleOverview-3- GenerateSubcontractOperationInspectionbySubcontractOperationTransfer-out(subcontractoperation); GenerateMOReport/InspectionRequisitionbyManufacturingOrderandgenerateProductInspectionbyProductInspectionRequisition; GenerateProductInspectionRequisitionbyMOReportandgenerateProductInspectionbytheProductInspectionRequisition; Qualifiedproductreceiptcanbehandledforthequalifiedproducts,andscrapreceiptcanbehandledfortheinspectionscrap(operationscarpandcomponentscrap); Self-madeOperationinspection,subcontractoperationinspectionandfinishedreceiptinspectioninspectsampling,sampleobservationandsampledestruction.1.1.3Inventory/OtherInspectionTomeetdiversifiedrequirementsofusers,theQualityManagementmoduleprovidescompleteinventoryinspectionandre-inspectionpromptformaterialsneedtobeinspectedperiodically. TheInventory/Other(InventoryInspection)InspectionRequisitioncanbeenteredorgeneratedmanually; TheInventoryInspectionRequisitioncangenerateanInventoryInspection; TheInventoryInspectionRequisitioncanbegeneratedbythere-inspectionpromptfortheinventory. ItimplementsscrapprocessingthroughtheDefectDisposalofinventoryinspection,anddeliverybusinesscanbehandledthroughOtherDeliveryforthescarpproduct. Forunqualifiedproductinspection,itsupportsStockTransfergenerationaccordingtotheInventoryInspectionRequisitiontoimplementtransferfromqualifiedmaterialwarehousetodefectivematerialwarehouse. Forqualifiedproductinspection,itsupportsStockTransfergenerationaccordingtotheInventoryInspectionRequisitiontoimplementtransferfromdefectivematerialwarehousetoqualifiedmaterialwarehouse. YoucanentertogenerateanOtherInspectionRequisitionmanually. TheOtherInspectionRequisitioncangenerateanInventory/OtherInspection(theChapter1ModuleOverviewUserManualforKingdeeK/3V13.1QualityManagement-4-businesstypeisOtherInspection).1.1.4SalesInspection(DeliveryInspection/ReturnInspection)TheQualityManagementmodulecanperformadeliveryinspectionbeforethesalesdeliveryandareturninspectionatasalesreturn,dependingonenterprises'ownbusinessmanagementrequirements. GeneratetheDeliveryInspectionRequisitionbytheSalesOrderandgeneratetheInspectionOrder; EntertheDeliveryInspectionRequisitionmanuallytogeneratetheInspectionOrder; GenerateanInspectionOrderthroughShippingNoticeandhandletheexportdeliveryinspectionbusiness; GeneratetheGoodsReturnInspectionRequisitionbytheSalesDeliveryandgeneratetheInspectionOrder; EntertheGoodsReturnInspectionRequisitionmanuallytogeneratetheInspectionOrder; GenerateanInspectionOrderthroughShipmentReturnNoticeandhandletheexportreturninspectionbusiness; Thesampling,sampleobservationandsampledestructionmanagementforthegoodsreturninspectionmaterials.1.1.5QualityTracing YoucantrackqualitybylotNo.andS/N. Themoduleprovidesthesourcetrackingfunction,sothatyoucantrackwhichlotorS/NofsubitemmaterialisusedfortheproductsofalotNo.orS/N. Themoduleprovidesthedestinationtrackingfunction,sothatyoucantrackwhichlotorS/NofparentproductsusethematerialofalotNo.orS/N. Youcantracktheproductioninformation,salesinformation,purchaseinformation,inspectioninformation,defecthandling,delivery/receiptflowandinventoryinformationofthematerialofalotNo.orS/N.UserManualforKingdeeK/3V13.1QualityManagementChapter1ModuleOverview-5-1.1.6SampleManagementTheQualityManagementcanmanagethesamplesaccordingtothecompanies'ownbusinessmanagementrequirements. Providethepurchasesamplingandsampleobservationmanagementaccordingtousers'needs; Providetheproductsamplingandsampleobservationmanagementforthefinishedreceiptproducts; Theoperationmanagementprovidestheoperationsamplingandsampleobservationmanagement; Providethesubcontractoperationsamplingandsampleobservationmanagement; Providethesubcontracts.
