UserManualforKingdeeK/3WISESales&OperationsPlanningStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThemanualisorganizedinthefollowingsections,helpingyoutoeffectivelyprepareandmanagevariousreports:ModuleOverviewOperationInstructionsDetailedProceduresFunctionsandFeaturesModuleSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1.OnlineTokeepyourselfuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2.Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3.ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4.ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation-.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5.FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6.CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7.CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8.CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9.PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10.ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11.PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12.UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,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,MaterialsCirculationItdefineswhe he afunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.YouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1ModuleOverview..11.1ModuleStructure.21.2ModuleFeatures.21.3ApplicationProcess.31.4ModuleStructure.51.5InterfacingwithOtherModules.5Chapter2BasicsonModuleApplication..72.1MaintenanceofMasterData.72.2UserManagement..122.3LogData..12Chapter3PreparationforProductionandInventoryPlans..133.1PreparationforSalesPlan..163.2PreparationforProductionandInventoryPlans.16Chapter4AnalysisReport..274.1S&OPAnalysisReport..274.2CompanySalesPlanCompletionStatusAnalysis..294.3ProductionPlanCompletionStatusAnalysis..324.4InventoryPlanCompletionStatusAnalysis..33AppendixAGlossary.35AppendixBFeedbackForm..37UserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter1ModuleOverview1Chapter1ModuleOverviewInthegeneraloperationofenterprises,theexecutivesneedtakeaseriesofstrategyplansintoconsideration.Strategyplansareseparatedintodifferentlayersandthebottomlayerareexecutableones.Enterprises'planlayersusuallycontainthestrategyplan,operationplan,salesandoperationsplan(S&OP),masterproductionschedule(MPS),capacityrequirementsplan(CRP),operationexecutionandcontrol.Thetop-downprocessistheimplementationofcontrolanddemand,whilethebottom-upprocessistheimplementationoffeedback.TheS&OPreferstoaprocesswhichintegratesthecustomer-orientedmarketingplanfornewproductswiththatforon-handproductsthroughsupplychaintoenabletheenterprisetomakestrategicguidanceforthebusinessandkeepsustainableadvantages.Alloperationplans(includingthesales,marketing,development,manufacturing,outsourcingandfinanceplans)areintegratedintoacompletedseriesofplansintheprocess.Theenterpriseshouldreviewandadjustthisplanatleastonceamonth,andtheexecutivesshouldevaluateitasawhole.Enterprisescancoordinateplansforsales,manufacturing,purchase,humanresourceandfinanceonthewholelevelthroughcombiningtheS&OPwithbusinessplantightly.Astheultimateexpressionofcompanies'short-termandmedium-termplans,theS&OPshouldbemadefromabroadviewangletosupporttheresourceplanningandannualbusinessplan.WhentheS&OPisimplementedcorrectly,thebusinessstrategyplanningcanbecombinedwithitsimplementationeffectively,andtheimplementationmethodscanbeevaluatedforcontinuousimprovement.TheS&OPispreparedforthetotaldemandofeachproductgroupbasedontheproductgroup.Itisusuallyreviewedandupdatedmonthly,including:adjustingthebusinessobjectives,salesplanandoperationsplan;reviewingthewholesupplyplanincludingtheproducingandpurchasinglevels;providingfeedbackforthefeasibilityofS&OP.Theapprovedplansforproduction,salesandinventoryarethefinaloutput.Chapter1ModuleOverviewUserManualforKingdeeK/3V14.0Sales&OperationsPlanning2Figure1-11.1ModuleStructureInthismoduleofK/3,thedemandsourceofproductionplanandinventoryplanisthesalesplaninsalesmodule.TheobjectivesandimplementationsofS&OPreflecttheenterprise'sperformance,whichcanbecheckedandanalyzedintheperformancemodule.Therefore,themoduleofsalesandoperationsinK/3isinteractivewithSalesmoduleandBPM.1.2ModuleFeaturesThemodulehasthefollowingfeatures:Simpledefinitionprocessofproductgroupstructure:Itiseasytoaddgroupstobedefinedthroughthemaintenancefunctionofproductgroup.Iflayeringisneeded,itcanberealizedbydefiningparent-groupandsub-group.Visualgroupstructure:Thetreestructureandorganizationalstructureareavailabletodisplaythestructureofproductgroup,whichallowsoperatortoeasilyanalyzetheproductgroup,checkitsintegralityandpreciseness,andestimatewhetheritisoverlaid.Variousversionsofproductgroupstructure:Theversionsofproductgroupstructureareidentifiedbydifferentnumbersofproductgroupstructure.Withthedevelopmentofenterprises,theinnovationofproducts,andthedisappearanceofoldproductsfromthemarket,thecontentofproductgroupchangeswhichrequireanewversionofproductgroupUserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter1ModuleOverview3structure.Multi-versionofplanningmanagement:Multi-versionofplanningdataisallowed,butonlyoneofthemkeepsactive(Module'sbuilt-inplanversionnumber000).Businessdepartmentcansimulatedifferentversionsofplanning.Aftertheseversionsareintegratedandadjusted,theycanbeactivatedandcopiedtoyourplanversion.Presetmethodsofmakingschedulesfordifferentstrategies:Itprovidessynchronousstrategyforproductionplanandsalesplan,levelschedulestrategy,targetinventoryplanstrategyandzeroinventorystrategy.Productionplanofparent-groupcanbedisaggregatedintoproductionplansofsub-group,whileproductionplansofsub-groupcanbesummarizedtoaparentalone.Analysisreportswithrichcontents:Itprovidesvariousreports,suchastheS&OPanalysisreport,Completionanalysisreportonsalesschedule,Completionanalysisreportonproductionschedule,andCompletionanalysisreportoninventoryplan.Itcanalsoshowthedeviationofactualcompletiononsales,productionandinventoryfromplansforaperiodoftimebycomparingandanalyzingdata,whichallowsoperatortomakenewplanseasily.Enterprise'sperformanceevaluation:ItcananalyzeperformanceandthedirectionofimprovementwhicharereflectedbytheresultofimplementingS&OPbydefiningperformancetargetsandcomparingitwithactualimplementation.1.3ApplicationProcessTheS&OPinK/3,basedonproductgroupplan,isdefinedasthetoplayerofenterprises'plan.Figure1-2illustratestheapplicationprocess.Chapter1ModuleOverviewUserManualforKingdeeK/3V14.0Sales&OperationsPlanning4MaintainGroupStructureMaintainProductionandInventoryPlanPerformanceManagementVersionDataProductGroupStructureDefinitionUpdatedProductionandInventoryPlanXORXORSelectStrategyProductGroupStructurePrepareProductionandInventoryPlanUseStrategyofSyncwithSalesPlanUseStrategyofZeroInventoryPlanUseStrategyofTargetInventoryPlanUseDisaggregate/SummarizeEnterProductionandInventoryPlanS&OPAnalysisReportProductionPlanCompletionStatusAnalysisInventoryPlanCompletionStatusAnalysisUseStrategyofLevelSchedulePrepareSalesPlanFigure1-2UserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter1ModuleOverview51.4ModuleStructureThefunctionalstructureofS&OPisdetailedinTable2-1.K/3TabModuleNameMainFunctionsSubFunctionsBPMS&OPMasterDataProductGroup-MaintainVersionData-NewVersionData-MaintainPreparePlanCompanySalesPlan-PrepareProductionandInventoryPlan-PrepareCompanySalesPlan-DisaggregatingandSummarizingProductionPlan-DisaggregatingandSummarizingAnalysisReportS&OPAnalysisReportCompanySalesPlanCompletionAnalysisReportProductionPlanCompletionStatusAnalysisInventoryPlanCompletionStatusAnalysisTable1-11.5InterfacingwithOtherModules1.5.1InterfacingwithMasterDataTheS&OPismainlyaplanfortheproductgroupratherthanactualproducts.However,itisthesourceofproductplannedrequirement.ThecompletionofproductplanreflectstheimplementationofS&OP.Theleaf-nodeinthetreestructureofproductgroupcandefinequalifiedproductsasmembersofthisleafgroupnodebydefiningmaterialcondition,sotherelationbetweenleafgroupnodeandproductsisconfirmedbysavedconditions.Notethatthemodulewillautomaticallydeterminethenewproducts.Ifrelatedpropertyofproductscansatisfythesettingconditionsofaleafgroupnode,itwillbeautomaticallylistedintothegroup.1.5.2InterfacingwithSalesModuleTheplanforproductgrouponthecompanylevel,departmentlevelandsalesChapter1ModuleOverviewUserManualforKingdeeK/3V14.0Sales&OperationsPlanning6representativelevelcanbecompletedinsalesmodule.Whentheproductionandinventoryplansarebeingprepared,themodulewillbringwiththesalesplan,foritisanimportantreferenceforpreparingproductionplanandinventoryplan.Forsalesplanexecutionanalysis,itrequiresanalyzingsalesorder,invoiceanddeliveryofgoodsinthecorrespondingperiods,andcomparingthemwithplanssoastoevaluatetheconsistencybetweentheimplementationandplancontrol.1.5.3InterfacingwithManagementByObjectiveIntheManagementByObjective,itallowstodefinetheenterprise'stargetforbusinessplan,i.e.theindicesofproductionplanandinventoryplan.Itcancheckthetargetstoevaluatewhethertheplaniscompletedwithinaspecifiedperiodoftimeandwhetheritisqualifiedfortheindex.UserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter2BasicsonModuleApplication7Chapter2BasicsonModuleApplicationModulemaintenancereferstothesettingandmanagementfornecessaryparametersandcontroloptionsofthemodule,including:UserManagementLogDataMaintenanceofMasterData2.1MaintenanceofMasterDataThemasterdataneededbyS&OPmainlyincludesthedefinitionofproductgroupstructureanddefinitionofplanversiondata.Itisdifferentfromothermasterdataofthemoduleinapplicationscenarioandrange.2.1.1ProductGroupEnterintoK/3,andclickBPM->S&OP->MasterData->ProductGroup-MaintaintoenterintotheMaintainProductGroupinterface.1.NewproductgroupRelevantitemsaredescribedasfollows:ItemsDescriptionRequired(Y/N)ProductGroupCodeAuniquecodeusedtoidentifyaproductgroup.Whenaddingagroupnode,itisdefaultedto‘pgn’(thenumberofallgroupnodesinthemodule+1).Youcanedititmanually,andthenupdatetheinformationofnewgroupnode.Itissynchronizedwiththegroupindicatedbythecursorinthegroupstructure.YProductGroupNameThenameforaproductgroup.Whenaddingagroupnode,itisdefaultedto‘pgn’(thenumberofallgroupnodesinthemodule+1).Youcanedititmanually,andthenupdatetheinformationofnewgroupnode.Itissynchronizedwiththegroupindicatedbythecursorinthegroupstructure.Itissynchronizedwiththegroupindicatedbythecursorinthegroupstructure.YUnitofMeasurePressF7tochooseaUoMfromthedisplayedUoMsinallUoMgroupsormanuallyenterintoanexistingUoMofthenon-disabledUoMs.AUoMnameappears.YAcum.Percentage(%)Whenthesub-itemisaproductgroup,thesummaryofsub-itempercentagecanbegreaterthan100%.YChapter2BasicsonModuleApplicationUserManualforKingdeeK/3V13.1Sales&OperationsPlanning8ItemsDescriptionRequired(Y/N)GroupMemberisMaterialIfselected,itindicatesanodefordefiningleafsub-group,underwhichisthematerialcodeofspecificproduct.Ifnotselected,itindicatesasub-group,underwhichyoucanfurtherdefinemoregroups.Itcannotbechangedifagrouphassub-group.Itcanbechangedifagrouphasmaterialcondition.YThefollowingsarethedescriptionofitemswhenthesub-itemismaterial.TheconditionisassociatedwiththeGroupStructureNo.,andthematerialconditionforagroupcanbedifferentindifferentstructure.Ifnoconditionisentered,itwillbetreatedasnomaterial(notthewholematerialsgenerallyconsidered).ItemNameSeetheadvancedsearchfunctionofmaterials.Aconditionisexpectedtobeaddedautomaticallyinthemodule.TheUoMofmaterialandtheUoMofgroupshouldbelongtothesamegroup.NCompareNComparativeValueNLogicNListWhenyouclicktheListtodisplaymaterial,thelistbodywilldisplaytheinformationofmaterialsmeetingthecondition.NS/NMtrlCodeAutomaticallyfilterdisabledmaterialsNMtrlNameNSpecificationNThefollowingsarethedescriptionofitemswhenthesub-itemisnotmaterial.Sub-groupCodeYSub-groupNameYUnitofMeasureYCoefficientConversionratebetweentheUoMofsub-groupandtheUoMofgroup.Forexample,iftheUoMofsub-groupisoneandtheUoMofgroupisdozen,thentheCoefficientis12.YPercentage(%)Percentageaccountedbythecontentofeachsub-groupinthewholegroup.Generally,thesumofsub-groupsis100%,butsometimes,seasonalfactorsorrelatedpolicyfactorsmayresultinthepercentagehigherorlowerthanitsoriginalproportiontoincreaseorYUserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter2BasicsonModuleApplication9ItemsDescriptionRequired(Y/N)decreasetheproductioncapacity,sothatthepercentageofthewholesubgroupisnotequalto100%.Table2-1SeeTable2-2fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Step1Selectaproductgroupstructurenumbertoenterintothereviewstatus.YStep2ClickFile->Edittoenterintomaintenancestatus(ifyouhavetheaccess).YStep3ClickFile->New,andagroupnodeisaddedinthegroupstructureautomatically.Ifthecursorisinaleafgroup,youarepromptedthatsub-groupcannotbeadded.Ifthecursorisinanon-leafnodegroup,asub-groupcanbeaddeddirectlyunderthegroup.Youcanalsobuildrelationshipbetweenagroupanditssub-groupbyclickingthegroupanddraggingittoasub-group.YStep4Enterthe-ProductGroupCode-,-ProductGroupName-and-UoM-,andclickSave.Anewproductgroupwillbecreatedautomatically.YStep5Tocontinuetocreateanewgroup,repeatStep2.ClickSave,andtheproductgroupissavedsuccessfully.YTable2-22.EditproductgroupSeeTable2-3fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Step1Selectaproductgroupstructurenumbertoenterintothereviewstatus.YStep2ClickFile->Edittoenterintomaintenancestatus(ifyouhavetheaccess).YStep3Selectacode,andyoucaneditthe-ProductGroupCode-,-ProductGroupName-,-UoM-,subgrouportheconditionintheeditwindowontherightside.ClickSave,andtheProductGroupischangedsuccessfully.YTable2-33.NewproductgroupstructureTheproductgroupstructureisnewlycreatedonlywhenthisfunctionisusedforthefirsttime,othernewproductgroupstructureiscreatedbyeditingpreviousstructurenumbersandsavingasanewone.SeeTable3-4fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Chapter2BasicsonModuleApplicationUserManualforKingdeeK/3V13.1Sales&OperationsPlanning10Step1Ifnogroupstructurenumberexists,youcansaveastructurenumberafteraddinganewproductgroupandcreatingrelation.YStep2Ifthegroupstructurenumberexistsalready,youcanchooseitandeditthegrouprelation.YStep3ClickFile->SaveAs,andenternewnumber.YTable2-4TipsIftheProductGroupCode,NameandUoMofagrouparechanged,themodulewillchangetheseitemsofallgroupstructurenumbers.Ifaproductgroupisdeletedfromagroupstructurenumber,theproductgroupinothergroupstructurenumberswillalsobedeletedsynchronously.Theleafgroup(agroupwhosesub-itemsareproducts)inagroupstructuremaintainstherelationshipbetweenthegroupandspecificproductbyconditions.Soiftheproductlifecycleischanged,anditisnecessarytoadjustthecontentsofwholegroup,youneedtoedittheconditionsetting.Duringdefiningproductgroup,ifthegroupmemberisamaterial,forallmaterialsmatchingsettingconditions,onlywhentheUoMofamaterialareinthesameUoMgroupastheUoMofthegroupitbelongsto,itcanbeconsideredasavalidproductgroupsub-item.2.1.2VersionDataVersionData:theversionnumbersduringthepreparationforplans.Thedefaultmoduleversionnumberis000,whichisactive.Theactualexecutionofplansandthecomparisonandanalysisofthefactsarebasedonthisversion,whilethedefinitionofotherversionsareusedforloadingattheplansimulatedpreparationfromdiversifiedaspects,notforplanningguideofactualproductionandsales.Ifitcanbeadjustedtoabetterplanningscheme,youcancopyandactivateittotheversion000.EnterintoK/3,andclickBPM->S&OP->MasterData->VersionData-Maintaintogotothe-VersionData-maintenanceinterface.1.NewversiondataRelevantitemsaredescribedasfollows:ItemNameDescriptionRequired(Y/N)VersionDataIDThemodulehasabuilt-inversion000,andthisnumbercannotbechanged.Ifyouwanttoaddanewversion,youcanuseanyothercode.Makesurethattheversionnumbersarenotduplicatedwhenyousavethem.YUserManualforKingdeeK/3V13.1Sales&OperationsPlanningChapter2BasicsonModuleApplication11Desc.Thedefaultdescriptionof000is-activeversion-whichcanbechanged.Thedescriptionforotherversionsisdispensable.NActivateOnlywhentheversionnumberis000,itisselected.YTable2-5SeeTable2-6fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Step1ClicktheVersionDatafolder,andthenclickFile->NewItem.The-VersionData[New]-interfaceappears.YStep2Enterthe-VersionDataID-and-Description-,andclickSave.Theversiondataisaddedsuccessfully.YTable2-62.EditversiondataSeeTable2-7fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Step1Selectaversiondata,andclickEdit->Edit.TheVersionData[Edit]interfaceappears.YStep2Aftermodifying,clickSave.Theversiondataiseditedsuccessfully.YTable2-73.DeleteversiondataSeeTable2-8fordetailedoperationprocedure:StepsDescriptionRequired(Y/N)Step1Selectaversiondata,andclickEdit->Delete.YStep2.
