YonBIPV3.0(R6_2407_1)旗舰版云平台-数字化建模-基础数据理用友网络科技股份有限公司2024年9月用户手册1/575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2/575目录第一章总体概述............................................................25第二章应用价值............................................................25第三章应用场景............................................................263.1场景一：统一分级管控、统一数据维护的基础数据管理....................263.1.1业务描述........................................................263.1.2业务流程........................................................263.1.3流程说明........................................................273.1.4应用清单........................................................28第四章初始准备............................................................29第五章基础数据分级管理....................................................295.1总体概述............................................................295.2总体价值............................................................295.3相关内容............................................................295.4基础数据分级管理....................................................295.4.1功能概述........................................................295.4.2业务规则........................................................305.4.3栏目说明........................................................305.4.4操作说明........................................................325.5管理权移交..........................................................345.5.1功能描述........................................................345.5.2业务规则........................................................345.5.3栏目说明........................................................345.5.4操作说明........................................................35第六章公共档案............................................................386.1总体概述............................................................386.2总体价值............................................................396.3相关内容............................................................39用户手册3/5756.4会计期间方案........................................................396.4.1功能描述........................................................406.4.2业务规则........................................................406.4.3栏目说明........................................................406.4.4操作说明........................................................406.5会计期间............................................................416.5.1功能描述........................................................416.5.2业务规则........................................................416.5.3栏目说明........................................................416.5.4操作说明........................................................436.6会计期间映射........................................................446.6.1功能描述........................................................446.6.2业务规则........................................................446.6.3栏目说明........................................................456.6.4操作说明........................................................456.7预算科目表..........................................................466.7.1功能描述........................................................466.7.2业务规则........................................................466.7.3栏目说明........................................................466.7.4操作说明........................................................466.8银行类别............................................................486.8.1功能描述........................................................486.8.2业务规则........................................................486.8.3栏目说明........................................................486.8.4操作说明........................................................496.9银行网点............................................................506.9.1功能描述........................................................506.9.2业务规则........................................................50用户手册4/5756.9.3栏目说明........................................................516.9.4操作说明........................................................516.10税目税率............................................................526.10.1功能概述.....................................................526.10.2业务规则.....................................................526.10.3栏目说明.....................................................526.10.4操作说明.....................................................536.11结算方式............................................................546.11.1功能描述.....................................................546.11.2业务规则.....................................................546.11.3栏目说明.....................................................546.11.4操作说明.....................................................556.12结算方式对照........................................................586.12.1功能描述.....................................................586.12.2业务规则.....................................................586.12.3栏目说明.....................................................586.12.4操作说明.....................................................596.13款项类型............................................................616.13.1功能描述.....................................................616.13.2业务规则.....................................................626.13.3栏目说明.....................................................626.13.4操作说明.....................................................626.14收款协议............................................................626.14.1功能描述.....................................................626.14.2业务规则.....................................................636.14.3栏目说明.....................................................646.14.4操作说明.....................................................656.15收款起算时点........................................................68用户手册5/5756.15.1功能描述.....................................................686.15.2业务规则.....................................................686.15.3栏目说明.....................................................696.15.4操作说明.....................................................696.16付款协议............................................................726.16.1功能描述.....................................................726.16.2业务规则.....................................................726.16.3栏目说明.....................................................736.16.4操作说明.....................................................746.17付款起算时点........................................................776.17.1功能描述.....................................................776.17.2业务规则.....................................................776.17.3栏目说明.....................................................786.17.4操作说明.....................................................786.18企业性质............................................................816.18.1功能描述.....................................................816.18.2业务规则.....................................................816.18.3栏目说明.....................................................816.18.4操作说明.....................................................826.19税务局档案..........................................................826.19.1功能描述.....................................................826.19.2业务规则.....................................................826.19.3按钮说明.....................................................826.19.4栏目说明.....................................................836.19.5操作说明.....................................................836.20税种档案............................................................896.20.1功能描述.....................................................896.20.2业务规则.....................................................89用户手册6/5756.20.3按钮说明.....................................................896.20.4栏目说明.....................................................896.20.5操作说明.....................................................896.21税率档案............................................................956.21.1功能描述.....................................................956.21.2业务规则.....................................................956.21.3按钮说明.....................................................966.21.4栏目说明.....................................................966.21.5操作说明.....................................................966.22合同类型...........................................................1046.22.1功能描述....................................................1046.22.2操作说明....................................................1046.23合同法律类别.......................................................1076.23.1功能描述....................................................1076.23.2操作说明....................................................1076.24合同条款...........................................................1096.24.1功能描述....................................................1096.24.2业务规则....................................................1096.24.3操作说明....................................................1106.25作业类型...........................................................1126.25.1功能描述....................................................1126.25.2栏目说明....................................................1126.25.3操作说明....................................................1126.26业务期间...........................................................1136.26.1功能描述....................................................1136.26.2业务规则....................................................1136.26.3栏目说明....................................................1146.26.4操作说明....................................................115用户手册7/5756.27发票类型...........................................................1186.27.1功能描述....................................................1186.27.2业务规则....................................................1186.27.3栏目说明....................................................1186.27.4操作说明....................................................1186.28行业分类...........................................................1196.28.1功能描述....................................................1196.28.2业务规则....................................................1196.28.3栏目说明....................................................1196.28.4操作说明....................................................1206.29企业规模...........................................................1206.29.1功能描述....................................................1206.29.2业务规则....................................................1216.29.3栏目说明....................................................1216.29.4操作说明....................................................1216.30经济类型...........................................................1226.30.1功能描述....................................................1226.30.2业务规则....................................................1226.30.3栏目说明....................................................1226.30.4操作说明....................................................1226.31班组...............................................................1236.31.1功能描述....................................................1236.31.2业务规则....................................................1236.31.3栏目说明....................................................1236.31.4操作说明....................................................1246.31.5人员性质....................................................126第七章物料...............................................................1277.1总体概述...........................................................127用户手册8/5757.2应用价值...........................................................1277.3应用场景...........................................................1287.3.1应用分类.......................................................1287.3.2场景展示.......................................................1287.4初始准备...........................................................1327.4.1管控模式.......................................................1327.4.2企业建模平台...................................................1337.4.3物料管理基础设置...............................................1337.5附录...............................................................1347.5.1附录1：与其他模块关系..........................................1347.5.2附录2：参见的其他手册清单......................................1347.5.3附录3：开放的接口清单..........................................1357.6物料申请单.........................................................1357.6.1功能描述.......................................................1357.6.2业务规则.......................................................1357.6.3栏目说明.......................................................1367.6.4操作说明.......................................................1377.7物料创建...........................................................1427.7.1功能描述.......................................................1437.7.2业务规则.......................................................1437.7.3栏目说明.......................................................1457.8商品SKU档案.......................................................1657.8.1功能描述.......................................................1657.8.2业务规则.......................................................1657.8.3操作说明.......................................................1657.9物料使用信息维护...................................................1707.9.1功能描述.......................................................1717.9.2业务规则.......................................................171用户手册9/5757.9.3操作说明.......................................................1727.10物料规格...........................................................1797.10.1功能描述....................................................1797.10.2业务规则....................................................1797.10.3栏目说明....................................................1797.10.4操作说明....................................................1807.11计量单位...........................................................1837.11.1功能描述....................................................1837.11.2业务规则....................................................1837.11.3栏目说明....................................................1847.11.4操作说明....................................................1847.12物料模板...........................................................1927.12.1功能描述....................................................1927.12.2业务规则....................................................1927.12.3栏目说明....................................................1947.12.4操作说明....................................................196第八章物料分类...........................................................2078.1总体概述...........................................................2078.2总体价值...........................................................2078.3相关内容...........................................................2078.4物料分类...........................................................2088.4.1功能描述.......................................................2088.4.2业务规则.......................................................2088.4.3栏目说明.......................................................2088.4.4操作说明.......................................................2098.5商品分类...........................................................2168.5.1功能描述.......................................................2168.5.2业务规则.......................................................217用户手册10/5758.5.3栏目说明.......................................................2178.5.4操作说明.......................................................2198.6采购分类...........................................................2248.6.1功能描述.......................................................2248.6.2业务规则.......................................................2248.6.3栏目说明.......................................................2248.6.4操作说明.......................................................2258.7计划分类...........................................................2318.7.1功能描述.......................................................2318.7.2业务规则.......................................................2318.7.3栏目说明.......................................................2318.7.4操作说明.......................................................2328.8成本分类...........................................................2378.8.1功能描述.......................................................2378.8.2业务规则.......................................................2378.8.3栏目说明.......................................................2378.8.4操作说明.......................................................2388.9产品线.............................................................2438.9.1功能描述.......................................................2438.9.2业务规则.......................................................2438.9.3栏目说明.......................................................2438.9.4操作说明.......................................................2438.10标签...............................................................2488.10.1功能描述....................................................2488.10.2业务规则....................................................2498.10.3栏目说明....................................................2498.10.4操作说明....................................................2498.11标签分组...........................................................254用户手册11/5758.11.1功能描述....................................................2548.11.2业务规则....................................................2558.11.3栏目说明....................................................2558.11.4操作说明....................................................2558.12品牌...............................................................2588.12.1功能描述....................................................2588.12.2业务规则....................................................2598.12.3栏目说明....................................................2598.12.4操作说明....................................................2598.13品牌分组...........................................................2648.13.1功能描述....................................................2648.13.2业务规则....................................................2648.13.3栏目说明....................................................2648.13.4操作说明....................................................2648.14品牌属性...........................................................2668.14.1功能描述....................................................2668.14.2业务规则....................................................2678.14.3栏目说明....................................................2678.14.4操作说明....................................................268第九章物料属性...........................................................2729.1总体概述...........................................................2729.2总体价值...........................................................2739.3相关内容...........................................................2739.4物料属性...........................................................2739.4.1功能描述.......................................................2739.4.2业务规则.......................................................2739.4.3栏目说明.......................................................2739.4.4操作说明.......................................................275用户手册12/5759.5SKU属性...........................................................2809.5.1功能描述.......................................................2809.5.2业务规则.......................................................2809.5.3栏目说明.......................................................2809.5.4操作说明.......................................................2829.6商品订单属性.......................................................2869.6.1功能描述.......................................................2869.6.2业务规则.......................................................2879.6.3栏目说明.......................................................2879.6.4操作说明.......................................................288第十章物料生命周期管理...................................................29310.1物料状态...........................................................29310.1.1功能描述....................................................29310.1.2操作说明....................................................29310.2生命周期模板.......................................................29410.2.1功能描述....................................................29410.2.2操作说明....................................................295第十一章选配...............................................................29811.1总体概述...........................................................29811.1.1总体价值....................................................29911.1.2快速启动....................................................30011.2应用场景...........................................................30111.2.1场景展示....................................................30111.3初始准备...........................................................32111.3.1管控模式....................................................32111.3.2企业建模平台................................................32111.4选配参数文件.......................................................32211.4.1功能描述....................................................322用户手册13/57511.4.2关键应用....................................................32211.4.3栏目说明....................................................32211.4.4操作说明....................................................32311.5特征选配...........................................................33011.5.1功能描述....................................................33011.5.2关键应用....................................................33011.5.3栏目说明....................................................33011.5.4操作说明....................................................331第十二章业务伙伴...........................................................33312.1总体概述...........................................................33312.2总体价值...........................................................33412.3相关内容...........................................................33412.4业务伙伴关联方案...................................................33412.4.1功能描述....................................................33512.4.2业务规则....................................................33512.4.3栏目说明....................................................33612.4.4操作说明....................................................33712.4.5相关主题....................................................33812.5业务伙伴同步方案...................................................33812.5.1功能描述....................................................33812.5.2业务规则....................................................33812.5.3栏目说明....................................................34412.5.4操作说明....................................................34512.5.5相关主题....................................................34812.6业务伙伴...........................................................34812.6.1功能描述....................................................34812.6.2业务规则....................................................34812.6.3栏目说明....................................................350用户手册14/57512.6.4操作说明....................................................35912.6.5相关主题....................................................377第十三章客户...............................................................37813.1总体概述...........................................................37813.2总体价值...........................................................37813.3相关内容...........................................................37913.4客户申请...........................................................37913.4.1功能描述....................................................37913.4.2业务规则....................................................37913.4.3栏目说明....................................................38113.4.4操作说明....................................................38213.4.5相关主题....................................................38713.5客户档案...........................................................38713.5.1功能描述....................................................38713.5.2业务规则....................................................38713.5.3栏目说明....................................................39613.5.4按钮说明....................................................40513.5.5操作说明....................................................40513.5.6相关主题....................................................43313.5.7附：客户档案字段管控规则....................................43413.6客户分类...........................................................43613.6.1功能描述....................................................43613.6.2业务规则....................................................43613.6.3栏目说明....................................................43813.6.4操作说明....................................................43813.6.5相关主题....................................................44313.7客户级别...........................................................44313.7.1功能描述....................................................443用户手册15/57513.7.2业务规则....................................................44313.7.3栏目说明....................................................44313.7.4操作说明....................................................44413.7.5相关主题....................................................44613.8销售区域...........................................................44613.8.1功能描述.....................................
