UserManualforKingdeeK/3WISEManagementByObjectivesStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutthepriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.PrefaceThemanualisorganizedinthefollowingsectionsthataredesignedtohelpyoueffectivelyusetheMBOmodule: OverviewofThisModule ModuleMaintenance EnterpriseStrategy BalancedScorecard(BSC) StrategyPlanning KeyPerformanceIndex(KPI) SystemAuthorityandControlThePrefaceinstructsyouhowtoaccessadditionalusefulinformationandformatconventions.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.Buttoninthewindow.BoldOptionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1AkeyofthekeyboardKey1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickLeftclickmousetoclickonanobject.Double-clickLeftclickmousetwicetoopenanobject.Right-clickSelectanobjectandclicktherightmousebutton.Drag-dropLeftclickmouseonobject.Donotreleaseuntiltheobjectisdraggedtothedesiredposition. SpecialSignsFormatDescriptionTipProvidesassistanceandcallsuser’sattentiontouseitwithcaution.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstandclearly.PreconditionReferstoanoperationthatmustbecompletedbeforeyoutakethenextstep.DefinitionDefinesfinancialorcomputertermsmentionedinthedocument.DescriptionofSymbolsofFlowChartThismanualusesEPC(Event-driven-ProcessChain)todepictthemainbusinessflow.Throughconnectingtoeventandtask,userscansetupacomplicatedbusinessflowmoduleandconductananalysis.EPCnotonlyusesintelligiblesymbolsandlanguagetohelpusersandconsultantsdescribethebusinessinformationsystem,butalsointegratesorganizationalstructure,function,dataandinformationflow.TheEPCmodulecandemonstratehowtheinterruptionoftaskchainandliabilitychainaffectsacompany’sabilitytooptimizeitsbusinessflow.Bymatchingtheorganizationwitheachtask,userscanconvenientlyidentifywhichdepartmentorpostisinvolvedwhereintheflow.SeethetablebelowforadescriptionofthesymbolsmentionedintheEPCchart:NameIconDescribes/DefinesExampleEventActualstate.Oppositelyactsasaneventtrigger.ReceivingoriginalvoucherFunctionsConversionfrominitialstatetofinalstate.NewVoucherOrganizationUnitEnterprisestructure.AccountantinFinancialDepartmentInformation,Material,ResourceObjectRealworldobject(e.g,businessobject,andmaterialobject).AccountRoutePrecedencerelationshipbetweendifferentconnectionflows(navigationassistance).VoucherhandlingprocedureLogicOperationalCharacterLogicrelationshipbetweeneventandfunctionorflow.“XOR”:Onehastomakeexclusivechoicefrommultipleflows.“V”:Itstandsfor“or”relation.“Λ”:Itstandsfor“and”relation.ControlFlowPrecedenceandlogicdependencyrelationshipbetweeneventandfunctionorflow.InformationFlow,MaterialsCirculationDefineswhetherafunctioncanberead,alteredorwrittenintodata.AllocationofReource,OrganizationUnitWhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.Itwouldbehighlyappreciatedifyouwouldgiveusyouropinionsandsuggestionsonourproductorusermanual.PleasesendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtohearingyourviews.-1-TableofContentsChapter1OverviewofThisModule..11.1SystemStructure.11.2CharacteristicsoftheModule.31.2.1Cutting-edgeideaofenterpriseperformancemanagement..31.2.2Convenientandsimpleoperation.31.2.3Vividfunctiondisplay..31.2.4KPIqueryandalarm.31.3ApplicationProcess..31.4ModuleStructure.4Chapter2ModuleMaintenance.52.1MaintenanceofMasterData.52.2ModuleInitialization..52.3SystemSettings..52.4UserManagement.52.4.1Newuser..62.4.2Userpermission..62.5LogInformation.72.5.1Filtering.72.5.2Querying,browsingandexportinglog..72.5.3Printingandpreviewinglog..8Chapter3EnterpriseStrategy.93.1EnterpriseVision.93.1.1Newenterprisevisionandediting,deletingandqueryingenterprisevision..93.1.2Enablingandexpiringenterprisevision.103.1.3Printingandpreviewingenterprisevision.113.2EnterpriseTarget..113.2.1Newenterprisetargetandediting,deletingandqueryingenterprisetarget..113.2.2Enablingandexpiringenterprisetarget.123.2.3Printingandpreviewingenterprisetarget.133.3EnterpriseStrategy.133.3.1Newenterprisestrategyandediting,deletingandqueryingenterprisestrategy..133.3.2Enablingandexpiringenterprisestrategy..143.3.3Printingandpreviewingenterprisestrategy.15Chapter4BalancedScorecard(BSC)..174.1BalancedScorecard(BSC).174.1.1Creating,editing,deletingandqueryingBSC..184.1.2ViewingBSC.204.1.3EnablingandexpiringBSC..204.1.4OtherfunctionsofBSC.214.2StrategyMap.234.2.1Editingstrategymap.244.2.2Displayingstrategymap.244.2.3Previewingandprintingstrategymap..254.3RiskManagement.254.3.1Riskmanagementdocslist..254.3.2Risktracking.274.3.3Riskprintingandotherfunctions..28Chapter5StrategyPlanning.295.1StrategyPlanSheet..295.1.1Settingfilterconditions.295.1.2Browsing,queryingandexportingstrategyplansheet..295.2StrategyPlanExecution..305.2.1Settingfilterconditions.305.2.2Browsing,queryingandexportingStrategyPlanExecution..30Chapter6KeyPerformanceIndex(KPI).316.1Indexfactor.316.1.1Newindexfactorandediting,deletingandqueryingindexfactor..316.1.2ImportingindexfactorsfromExcelfile.326.1.3Importingindexfactorsfromreports.366.1.4Indexfactorprintingandotherfunctions..386.2KPIIndexLibrary.386.2.1Newindextypeandediting,deletingandqueryingindextype..396.2.2NewKPIandediting,deletingandqueryingKPI.406.2.3KPIdataauthorization..416.2.4KPIprintingandotherfunctions.426.3KPIExecutionAnalysis.426.3.1KPIexecutionanalysis.436.3.2KPIdataaccessandscheduledrecalculation..446.3.3KPIexecutionanalysisquery.476.3.4KPIindexanalysis..496.3.5KPIexecutionanalysisprintingandotherfunctions.496.4TargetCheck.506.4.1Newtargetcheckconditionandediting,deletingandqueryingtargetcheckcondition..506.4.2Executingtargetcheck.516.4.3Targetcheckconditionprintingandotherfunctions.53Chapter7AnalysisModelDesigner.557.1DesignofAnalysisModel..557.1.1DescriptionofMainInterface..567.1.2DescriptionofMetafileProperties..587.1.3DefaultOptionSettings..637.1.4OperationsofDesigning.657.2ManagementofAnalysisModel..707.2.1Creating..707.2.2Opening..707.2.3ModifyingName..717.2.4Deleting..727.2.5Others.727.3PreviewandForecastofAnalysisModel..737.3.1PreviewofAnalysisModel.737.3.2ForecastofAnalysisModel..767.4PublishingAnalysisModeltoPortal..767.5ImportandExportofAnalysisModel..787.5.1ImportofAnalysisModel..787.5.2ExportofAnalysisModel..79-3-Chapter8SystemPermissionandControl.81AppendixAGlossary.83AppendixBFeedbackForm..87UserManualforKingdeeK/3V14.0MBOChapter1OverviewofThisModule-1-Chapter1OverviewofThisModuleTheseniormanagementandmanagersofanenterprisemayfacemanyinternalandexternalchallengesalongtheroadtosuccess.Theever-changingbusinessenvironment,increasinglyfiercecompetitionandhigherandhighercustomerexpectationsbringexternalchallengestoenterprises.Howtostandoutfromtoday'schangingcompetitiveenvironmentiscrucialforsuccess.Thekeytosuccessforenterprisesistoformulateaclearenterprisestrategyandimplementitthroughtotheend.Howtoguaranteeeffectiveexecutionoftheenterprisestrategy:Firstwemustmakesurethattheenterprisestrategyiscarriedoutineverydepartmentandbyeveryemployeebybreakingdownthestrategytargetintosteps.Wealsomustensureeffectivecross-departmentcooperation,breaktheorganizationalbarrier,andenhanceinformationsharing.Toachievethis,wemustsetrelatedindexesfordifferentdepartmentsformutualsupportwhensettingthetarget.Afterthegoalisset,wemustmonitorenterpriseoperationandtargetfulfillmentprogressinrealtimetofindproblemsintimeandtakerelevantmeasurestosolvethem.Whentheinternalandexternalenvironmentchanges,wecanalsobeawareofthesechangesintimewithreal-timeinformation,andmakeadjustmentstothestrategy.Facingtheseinternalchallenges,theseniormanagementofacompanyneedsanorganizationstrategyandbasicorganizationstructuresoastoeffectivelyformulateandimplementtheenterprisestrategy.TheabovetextisexcerptedfromBalancedScorecardandStrategyExecution(ApplicationsinChina).BPM(BusinessPerformanceManagement)isamanagementideathatensuresenterprisestoeffectivelyformulateenterprisestrategyandsuccessfullyimplementit.BasedonBPMasitscoredesignidea,K/3WISEisabasicITframeworkthathelpsenterprisesexecuteenterprisestrategysuccessfully.Currently,Kingdeeproductshavebeenappliedtoallaspectsincorporatemanagement,includingfinance,logistics,manufacturing,HR,OAandCRM.Therefore,weintroduceourcoredesignideaforK/3WISE–BPM.ThismanualdescribestheMBOmodule.1.1SystemStructureTheMBOmodulemustbeusedtogetherwithothermodulesintheK/3system.Integratedwithothermodules,thismoduleisanapplicationsolutiontomanagementbyobjectivesfordifferentneeds.ThefollowingchartshowstheinterfacebetweentheMBOmoduleandothermodules:Chapter1OverviewofThisModuleUserManualforKingdeeK/3V14.0MBO-2-Figure1-1IntegratedwithDatabaseWarehouseTheDatabaseWarehouseisthehistoricaldatasourcestoobtainhistoricaldataforallkindsofindexesinMBOmodule.Itcanbeusedasreferencesforsettingbasevalue,andasabasistosetoffsetvalue,whichfacilitatesanalysisofperformanceindex.IntegratedwithManagementCockpitTheManagementCockpitmoduleobtainsvaluesoftheBSCsystem,thestrategymapandtheperformanceindexesfromtheMBOmoduletoprovidethelatestenterpriseperformanceinformationfortheseniormanagementoftheenterprise,whichreflectstheirreplaceablepositionoftheBSCinenterpriseperformancemeasurementandstrategyexecution.IntegratedwithBudgetManagementmoduleIntheBudgetManagementmodule,youcanbreakdowntheestimatedvalueofKPIandworkouttheenterprisebudget,orusetheactualvalueofKPIasthebasevalueforpreparingthebudget,soastofacilitatetheprocessofsettingtargetsandbuildingmodels,estimateandplanning,andworkingoutthebudget.Tocheckandcontroltheimplementationofthebudgetplanbycheckingthetarget.IntegratedwithotherK/3modulesYoucanusethefunctionsintheK/3reporttoobtainthelatestindexesofeachmodule,andprovideproceedingorstopalarmsbasedonthesetoffsetvalue,tokeepthedecision-makingseniormanagementbeinformedoftheoperationprogressofeverylinkoftheenterprise,whichreflectsthemonitor,analysisandevaluation,andreportingoftheimplementationofenterprisestrategyintheMBOmodule.Tocheckandcontroltheimplementationofsalesandoperationplansaccordingtotargetcheckconditions.Table1-1UserManualforKingdeeK/3V14.0MBOChapter1OverviewofThisModule-3-1.2CharacteristicsoftheModule1.2.1Cutting-edgeideaofenterpriseperformancemanagementByintegratingthecutting-edgeenterpriseperformancemanagementideas,andthroughflexibleapplicationofBSC,theMBOmoduleimplementstheenterprisestrategy,andmeasurestheenterpriseperformanceinthewholeprocessoftheenterpriseperformancemanagement,thatis,sixkeysteps,likesettingtargets,buildingmodelsandestimation,planningbudget,monitoring,analysisandevaluation,andreporting.1.2.2ConvenientandsimpleoperationTheMBOmoduleprovidesthemostconvenientandsimpleoperationmethodsforrelationsbetweenkeysuccessfactors,thatis,todefinetherelationsbetweenkeysuccessfactorsanddimensions,keysuccessfactorsandenterprisestrategyentries,andbetweenkeysuccessfactorsandkeysuccessfactorsthroughtheconnectionofmovableiconsandarrows(representingkeysuccessfactors).1.2.3VividfunctiondisplayThroughBSCandstrategymap,theMBOmodulevividlydisplaysthecomplexrelationsbetweenthefourdimensionsoftheBSC,enterprisestrategyentriesandkeysuccessfactors,andusesthreecolorstodistinguishthreetypesofstatus(NotEnabled,Executing,Expired)forenterprisevision,enterprisetarget,enterprisestrategy,BSCandrisktracking.Itisveryuser-friendly.1.2.4KPIqueryandalarmIntheMBOmodule,youcanquerytheindexvalueintheKPIExecutionAnalysis,theBSCandthestrategymap,viewoffsetvalueandoffsetstatuscalculatedautomaticallybasedoncustomizedbasevalue,poorestoffsetrate,pooroffsetrate,goodoffsetrateandexcellentoffsetrate,tohelpviewersfocusonrelativeindexesandtakerelevantmeasures.1.3ApplicationProcessTheapplicationflowchartfortheMBOmoduleisshownasfollows:Chapter1OverviewofThisModuleUserMa.
