YonBIPV3.0(R5_2312)YonSuite云平台篇-数字化建模-基础数据用友网络科技股份有限公司2024年1月用户手册1/573版权©2024用友集团版权所有。未经用友集团的书面许可，本用户手册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。本用户手册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：本用户手册的内容并不代表用友网络所做的承诺。用户手册2/573目录第一章总体概述.........................................................................................................................................111.1产品概述.........................................................................................................................................111.2应用价值.........................................................................................................................................11第二章应用场景.........................................................................................................................................122.1场景一：统一分级管控、统一数据维护的基础数据管理..............................................122.1.1业务描述.................................................................................................................................122.1.2业务流程.................................................................................................................................122.1.3流程说明.................................................................................................................................132.1.4应用清单.................................................................................................................................14第三章操作指南.........................................................................................................................................143.1基础数据分级管理.......................................................................................................................143.1.1总体概述.................................................................................................................................143.1.2总体价值.................................................................................................................................153.1.3相关内容.................................................................................................................................153.1.4基础数据分级管理...............................................................................................................153.1.5管理权移交............................................................................................................................193.2公共档案.........................................................................................................................................243.2.1总体概述.................................................................................................................................243.2.2总体价值.................................................................................................................................243.2.3相关内容.................................................................................................................................24用户手册3/5733.2.4会计期间方案........................................................................................................................253.2.5会计期间.................................................................................................................................263.2.6会计期间映射........................................................................................................................303.2.7预算科目表............................................................................................................................313.2.8银行类别.................................................................................................................................333.2.9银行网点.................................................................................................................................353.2.10结算方式.........................................................................................................................373.2.11结算方式对照................................................................................................................413.2.12款项类型.........................................................................................................................443.2.13收款协议.........................................................................................................................453.2.14收款起算时点................................................................................................................513.2.15付款协议.........................................................................................................................553.2.16付款起算时点................................................................................................................603.2.17企业性质.........................................................................................................................643.2.18税务局档案.....................................................................................................................653.2.19税种档案.........................................................................................................................723.2.20税率档案.........................................................................................................................783.2.21合同类型.........................................................................................................................873.2.22合同法律类别................................................................................................................913.2.23合同条款.........................................................................................................................933.2.24作业类型.........................................................................................................................95用户手册4/5733.2.25业务期间.........................................................................................................................973.2.26发票类型......................................................................................................................1013.2.27行业分类......................................................................................................................1023.2.28企业规模......................................................................................................................1043.2.29经济类型......................................................................................................................1053.2.30班组...............................................................................................................................1063.3物料...............................................................................................................................................1103.3.1总体概述..............................................................................................................................1103.3.2应用价值..............................................................................................................................1113.3.3应用场景..............................................................................................................................1113.3.4初始准备..............................................................................................................................1153.3.5附录.......................................................................................................................................1163.3.6物料申请单.........................................................................................................................1183.3.7物料创建..............................................................................................................................1263.3.8商品SKU档案....................................................................................................................1753.3.9物料使用信息维护............................................................................................................1813.3.10计量单位......................................................................................................................1893.3.11物料模板......................................................................................................................1983.4物料分类......................................................................................................................................2123.4.1总体概述..............................................................................................................................2123.4.2总体价值..............................................................................................................................212用户手册5/5733.4.3相关内容..............................................................................................................................2123.4.4物料分类..............................................................................................................................2123.4.5商品分类..............................................................................................................................2213.4.6采购分类..............................................................................................................................2283.4.7计划分类..............................................................................................................................2403.4.8成本分类..............................................................................................................................2463.4.9产品线...................................................................................................................................2523.4.10标签...............................................................................................................................2583.4.11标签分组......................................................................................................................2643.4.12品牌...............................................................................................................................2683.4.13品牌分组......................................................................................................................2743.4.14商家商品分类.............................................................................................................2763.5物料属性......................................................................................................................................2773.5.1总体概述..............................................................................................................................2773.5.2总体价值..............................................................................................................................2783.5.3相关内容..............................................................................................................................2783.5.4物料特征域.........................................................................................................................2783.5.5商品订单属性.....................................................................................................................2853.6选配...............................................................................................................................................2913.6.1总体概述..............................................................................................................................2913.6.2总体价值..............................................................................................................................292用户手册6/5733.6.3应用场景..............................................................................................................................2933.6.4初始准备..............................................................................................................................3133.6.5选配参数文件.....................................................................................................................3153.6.6特征选配..............................................................................................................................3233.7业务伙伴......................................................................................................................................3273.7.1总体概述..............................................................................................................................3273.7.2总体价值..............................................................................................................................3273.7.3相关内容..............................................................................................................................3283.7.4业务伙伴关联方案............................................................................................................3283.7.5业务伙伴同步方案............................................................................................................3313.7.6业务伙伴..............................................................................................................................3393.8客户...............................................................................................................................................3663.8.1总体概述..............................................................................................................................3663.8.2总体价值..............................................................................................................................3663.8.3相关内容..............................................................................................................................3663.8.4客户申请..............................................................................................................................3673.8.5客户档案..............................................................................................................................3743.8.6客户分类..............................................................................................................................4163.8.7客户级别..............................................................................................................................4233.8.8销售区域..............................................................................................................................4263.8.9销售渠道..............................................................................................................................432用户手册7/5733.8.10客户行业......................................................................................................................4353.8.11客户属性......................................................................................................................4373.8.12允限销...........................................................................................................................4423.8.13客户商品对照表........................................................................................................4443.9供应商...........................................................................................................................................4453.9.1产品概述..............................................................................................................................4453.9.2产品价值..............................................................................................................................4463.9.3初始准备..............................................................................................................................4473.9.4应用场景..............................................................................................................................4473.9.5供应商档案.........................................................................................................................4483.9.6供应商分类.........................................................................................................................4593.9.7供应商属性.........................................................................................................................4623.9.8供应商申请.........................................................................................................................4663.10项目...............................................................................................................................................4763.10.1总体概述......................................................................................................................4763.10.2项目类别......................................................................................................................4763.10.3项目...............................................................................................................................4793.10.4WBS档案.....................................................................................................................4823.11投资项目......................................................................................................................................4833.11.1总体概述......................................................................................................................4833.11.2投资阶段......................................................................................................................483用户手册8/5733.11.3投资支出类别.............................................................................................................4843.11.4投资项目......................................................................................................................4863.12资产...............................................................................................................................................4873.12.1总体概述......................................................................................................................4873.12.2总体价值......................................................................................................................4873.12.3资产类别......................................................................................................................4873.12.4位置...............................................................................................................................4893.12.5资产使用状态.............................................................................................................4903.12.6关键程度......................................................................................................................4913.12.7专业...............................................................................................................................4913.12.8减少方式......................................................................................................................4923.13业务档案......................................................................................................................................4933.13.1总体概述......................................................................................................................4943.13.2总体价值......................................................................................................................4943.13.3门店...............................................................................................................................4943.13.4店员...............................................................................................................................4973.13.5仓库...............................................................................................................................4983.13.6货位...............................................................................................................................5003.13.7货位物料对照.............................................................................................................5033.13.8批次号...........................................................................................................................5053.13.9批次/序列号属性.......................................................................................................507用户手册9/5733.13.10序列号档案..................................................................................................................5093.13.11地址...............................................................................................................................5113.13.12物流公司......................................................................................................................5153.13.13原因档案......................................................................................................................5173.13.14附件分组......................................................................................................................5193.14物流档案......................................................................................................................................5233.14.1发运方式......................................................................................................................5233.14.2发运方式......................................................................................................................5263.14.3运输区域......................................................................................................................5273.14.4装载方式......................................................................................................................5283.14.5承运商...........................................................................................................................5303.14.6车型...............................................................................................................................5323.14.7车辆...............................................................................................................................5333.14.8司机...............................................................................................................................5373.15企业资金账户.............................................................................................................................5383.15.1总体概述......................................................................................................................5383.15.2企业银行账户.............................................................................................................5383.15.3企业现金账户.............................................................................................................5413.15.4账户用途......................................................................................................................5443.16费用项目......................................................................................................................................5473.16.1总体概述......................................................................................................................547用户手册10/5733.16.2费用项目类型.............................................................................................................5483.16.3费用项目......................................................................................................................5543.16.4物联档案......................................................................................................................5573.17自定义项......................................................................................................................................5593.17.1总体概述......................................................................................................................5593.17.2固定自定义项.............................................................................................................5603.17.3自定义项设置.............................................................................................................5623.18自定义档案.................................................................................................................................5663.18.1概述...............................................................................................................................5663.18.2自定义档案设置........................................................................................................5663.18.3自定义档案维护........................................................................................................5683.19档案引用查询.............................................................................................................................5703.19.1档案引用查询.............................................................................................................570第四章初始准备......................................................................................................................................572用户手册11/573第一章总体概述1.1产品概述在本系统中，基础数据起到支撑整个业务场景统一使用、多组织业务流转过程的数据识别的责任。基础数据的业务内容可按业务发展需要随时增补。在系统中，基础数据的结构分为三级：社会级：指由用友云统一提供的社会化的标准数据或者行业规范数据。如：银行类别、币种等。这类数据客户不仅可以手工录入，也可以通过功能节点“云端导入”，从用友云导入到本企业账号内，作为企业的私有数据。用友云最佳实践中也有这部分社会级数据。客户也可以通过最佳实践引入功能在初始化的时候由云端向企业账号内引入数据；企业账号级：指在企业账号内，由每个企业统一创建、维护、管理的基础数据；组织级：在系统中多组织形态下，支持分级管控的档案，且有该档案管控权限的组织所创建的本组织的数据。1.2应用价值统一的数据维护是实现大中台的前提。确保数据的一致性，才能打破不同领域、不同应用之间的数据壁垒，保证各流程之间的连通性，并助力新应用的快速搭建，真正发挥云中台大底座的作用；增强数据的可复用性。不同业务之间也往往存在着相同的业务依据，构建统一的基础档案平台，可避免不同应用间进行重复的数据建设，并...
