UserManualforKingdeeK/3V14.2EquipmentManagementStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.November,2015PrefaceThankyouforusingtheUserManualforKingdeeK/3V14.2EquipmentManagement.Themanualisorganizedinthefollowingsections,helpingyoutoeffectivelyusetheEquipment: ModuleOverview OperationInstructions DetailedProcedures FunctionsandFeatures ModuleSettingsThePrefaceprovidesyouwiththewaytoobtainotherhelpfulinformationaswellastheconventions.TargetReadersThismanualisintendedforuserswhohavesolidworkexperienceandexpertiseintherelatedareaandknowthebasicsoftheKingdeeK/3system.Beforefirsttimeuse,itisrecommendedthatyouattendoneormoreourtrainingprograms.Formoreinformationaboutthetraining,pleasecontactourlocalKingdeeoffice.Tolearnmoredetailsaboutthesystem,suchasuserinterfaces,pleasefamiliarizeyourselfwiththeKingdeeK/3systemandtheMSSQLSERVER,andreadthetechnicaldocumentationthatcomeswiththeKingdeeK/3system.SourcesofRelevantInformationYoumayacquaintyourselfwithoursystemandgetserviceandhelpthroughthefollowingchannels.1OnlineTokeepyouuptodatewithourlatestKingdeeK/3products,applicationsandsolutions,pleasevisitourwebsiteathttp://www.kingdee.com/.2Pre-saleConsultingTomeetenterprises’developmentandmanagementneeds,weprovidemanagementconsultationandsolutions,helpingenterprisestomakequickandrightdecisions.3ProductTrainingTostayattheforefrontoftechnologicalandmanagementinnovations,Kingdeeiscommittedtoprovidingcustomerswithholisticindustrialsolutions.Inadditiontoitswiderangeofqualityproducts,Kingdeealsoofferscomprehensivetraining,helpinguserstoquicklydeploytheirsoftwareapplications.4ConsultingBasedontheextensiveexperienceofmorethan10,000customersaswellasadvancedmanagementideasandmanagementsoftwareapplicationsworldwide,KingdeehasdevelopedGoldenFingerImplementationMethodology,asoftwareapplicationmethodologythatsuitsChina’sactualsituation-.KingdeehasnohesitationinhelpingyouachievemoresuccessbyleveragingitssolidexperienceandexpertiseinenterprisemanagementandITtechnology.5FieldSupportOurqualifiedprofessionalsarealwaysreadytodiscusswithyoufacetofaceaboutanyissuesandconductfieldresearchandanalysistoworkoutarightsolutionimmediately.6CRMServiceByutilizingtheKingdeeEAS-CRM,apowerfulcustomerrelationshipmanagementsystem,Kingdeehasestablishedacomprehensivecustomerinformationmanagementlibrary,enablingKingdeetosolvecustomers’problemsimmediately,tomaintainanexhaustivecustomerrecordandtoprovidecustomerswithlong-term,sustainable,efficientservices.7CSPServiceKingdeereliesonitsyearsofexperienceandstate-of-the-artmanagementpracticestoprovideintegratedCSPservicethatbestsuitscustomers’need.Astheindustry’smostholisticservice,theCSPisdistinguishedbyafullrangeoffeaturesthatbuildonKingdee’scutting-edgetechnologyandprofessionalserviceteam.8CallCenterThroughcustomercallcenter,weprovideyouwithattentiveserviceandrespondtoyourquestionsandconcernsquickly.9PersonalizedServiceInresponsetocustomers’needforpersonalizedservice,weprovidecustomizedserviceandutilizealltheresourcesavailabletoofferyoufull-featuredapplicationstogetherwithourpartners.10ConvenientServiceAsaproviderofbothsolutionsandproducts,weofferyoueasyaccesstoourservices,removingyourworryofchoosingfromawideselectionofsolutionswhileatthesametimeensuringthecompatibilityandintegrityofourproductsandsolutions.11PartnershipWearelookingtoforgestrategicpartnershipwithotherITindustryleadersinordertoprovideyouwithanextensivearrayofservices,includingenterprisemanagementconsulting,systemsintegration,trainingandmore.InadditiontoKingdee’sbroadserviceportfolio,youalsogainaccesstoservicesofferedbyKingdee’spartners.12UpgradeOurupgradeserviceenablesyoutomitigateinflationrisks,toprotectyourvalue-addedinvestmentovertime,andtocost-effectivelyupgradeyoursystem.ProductDesignBasedonthebasemanagementphilosophy,KingdeeK/3incorporatesrobustmanagementcapabilities,includingbusinessflowplanning,organization,andcoordinationacrosstheproduct(service)valuechainaswellaseffectivebusinessandmanagementprocedures.Intermsofstrategicmanagement,thesystemfocusesonenterprises’masterdata,basicbusinessflows,internalcontrol,knowledgemanagement,employee’sconduct.Additionally,itprovidestheabilitytosupplyalltheinformationrequiredfordecision-makingthroughoutstrategicmanagementproceduresbyutilizingawidevarietyoftoolsandmethodsandtomonitortheproblemsarisingoutofstrategyimplementationinrealtime,thushelpingenterprisestosharpentheircompetitiveedge.Acornerstoneoftheenterprise'scontinuousmanagementpractice,basemanagementdetermineswhethertheenterprise’sstrategicobjectivescanberealizedandwhethertheenterprise’sdevelopmentisreallysustainable.Thismanagementpracticefeaturesprocessmanagement,becauseitprovidesfirst-handdocumentsthatcantrulyreflectbusinessproceduresandhelpsmakebusinessandstrategicdecisionsthroughrationalknowledge.AboutKingdeeKingdeeInternationalSoftwareGroupCompanyLimitedisaleadingproviderofbusinesssoftwareande-businessapplicationsolutionintheAsia-Pacificregion,andoneofthefast-growingISVinglobalsoftwaremarket,andaleadingcompanyofChinesesoftwareindustry.ThesoftwareproductdevelopedandsoldbyKingdeeincludesthebusinessmanagementsoftwarethatmeetsthedemandofbusinessmanagementofthefast-growingnewmarket,thee-businessapplicationsoftwarethatoffersserviceviaInternet,aswellasthemiddlewaresoftwareusedbyenterprisestoestablishe-businessplatform.Besides,Kingdeealsoprovidescustomersworldwidewithsoftware-relatedmanagementconsulting,implementationandtechnicalservice.Kingdee’sunique“fastconfiguration,fastimplementation,fastapplication,fasteffect”globalizedproductandservicepositioningcanhelpcustomersmeetthechallengeoftheuncertaincommercialenvironmentcalmly,realizetheperfectcombinationofbusinessflowandITtechnology,carryouteffectivemanagementinnovationandensurefast,sustainableandhealthygrowthoftheorganization.KingdeeInternationalSoftwareGroupCompanyLimitedisthecreatorofChina’sfirstaccountingsoftwarebasedonWINDOWS,firstpureJAVAmiddlewaresoftware,andfirstthree-tierERPsystembasedonInternetplatform.KingdeeK/3isthebusinesssoftwarewiththehighestoccupationratiointheERPmarketamongChinesesmallandmedium-sizedenterprises.InOctober2004,Kingdeeformallyreleasedthenewgenerationproduct-KingdeeEAS4.0(KingdeeEnterpriseApplicationSuite).KingdeeEASbasesitselfuponKingdeeBOS-thecommercialoperationsystemindependentlyresearchedanddevelopedbyKingdee.Ittargetsatlargeandsmall-sizedenterprises,adoptsthenewestERPIImanagementideaandintegrateddesign.Itiscomposedofover50applicationmodulesandcoversenterprise’sinternalresourcemanagement,supplychainmanagement,customerrelationshipmanagement,knowledgemanagement,commercialintelligence,etc.andrealizesthebusinesscoordinationamongenterprisesandtheapplicationintegrationofe-business.CompilationAgreement AgreementofGeneralFormatFormatDescriptionArialCharacterTextItalicInputMessagePromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionBoldWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.Optionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1Keynameonthekeyboard.Key1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickPressleftmouseandclickanobject.Double-clickContinuallypressleftmousetwiceandopenanobject.Right-clickSelectanobjectandpressrightmouse.Drag-dropNon-stoppressleftmouseandmovemousetodesignatedpositionthenreleasesthemouse. SpecialSignsFormatDescriptionTipRemindsusersofpossibleseriousconsequenceandcalluser’sattentiontouseitdiscreetly.NoteProvidessomeimportantdescriptions.ExampleGivesanexamplesothatuserscanunderstandclearly.PreconditionReferstotheoperationthatmustbecompletedbeforeacertainoperation.DefinitionDefinestermsthatappear.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,MaterialsCirculationItdefineswhetherafunctioncanberead,alteredorwrittenin.AllocationofResource,OrganizationUnitItdescribeswhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.YouarehighlyappreciatedtoindicateyouropinionsandsuggestionsonourproductorusermanualandsendtheformtoourlocalKingdeeofficeorfaxittoK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtoyoursuggestionsandopinions.TableofContentsChapter1KingdeeK/3Overview.11.1ConsoleEditor..21.2MessageCenter.91.3MyK/3..131.4ModuleSettings.16Chapter2ModuleOverview.192.1ModuleStructure..212.2ModuleFeatures..222.3ApplicationProcess..312.4ModuleStructure..44Chapter3ModuleMaintenance.453.1MasterDataMaintenance..453.2SystemInitialization.453.3ModuleSettings.453.4UserManagement..463.5LogData.46Chapter4EquipmentAuxiliaryData..474.1EquipmentType.474.2EquipmentCategory..524.3EquipmentStatus.564.4ABCClassification..604.5ServiceType.654.6FailureType..694.7FailureCause.734.8ChangeType..774.9TechnicalLevel.824.10RepairType..86Chapter5EquipmentProfile..915.1CreatinganEquipmentProfile.915.2QueryingandMaintaininganEquipmentProfile.985.3EquipmentDataList.1045.4EquipmentQuantityStructureAgeStatistics.109Chapter6EquipmentManagementRules.1136.1CreatingaServiceRule.1136.2QueryingandMaintainingaServiceRule.1166.3CreatingaLubricationRule.1196.4QueryingandMaintainingaLubricationRule..1226.5CreatingaRepairRule.1256.6QueryingandMaintainingaRepairRule.1286.7CreatingaCheckRule.1326.8QueryingandMaintainingaCheckRule.134Chapter7EquipmentRunning.1397.1CreatinganEquipmentRunning..1397.2QueryingandMaintaininganEquipmentRunning..1417.3EquipmentRunningStatistics..145Chapter8EquipmentFailure.1498.1CreatinganEquipmentFailureRegister..1498.2QueryingandMaintaininganEquipmentFailureRegister..1528.3CreatinganEquipmentFailureImprovementRegister.1578.4QueryingandMaintaininganEquipmentFailureImprovementRegister..1618.5EquipmentFailureStatistics.165Chapter9EquipmentCheck..1699.1CreatinganEquipmentCheckPlan.1699.2QueryingandMaintaininganEquipmentCheckPlan.1739.3CreatinganEquipmentCheckRecord..1789.4QueryingandMaintaininganEquipmentCheckRecord.1839.5EquipmentCheckPlanExecution.186Chapter10EquipmentService..18910.1CreatinganEquipmentServicePlan.18910.2QueryingandMaintaininganEquipmentServicePlan.19310.3CreatinganEquipmentServiceRecord..19810.4QueryingandMaintaininganEquipmentServiceRecord.20510.5EquipmentServicePlanExecution..209Chapter11EquipmentLubrication..21311.1CreatinganEquipmentLubricationPlan.21311.2QueryingandMaintaininganEquipmentLubricationPlan.21711.3CreatinganEquipmentRepairRecord..22211.4QueryingandMaintaininganEquipmentLubricationRecord.22811.5EquipmentLubricationPlanExecution..232Chapter12EquipmentRepair..23512.1CreatinganEquipmentRepairRequisition..23612.2QueryingandMaintaininganEquipmentRepairRequisition..24212.3CreatinganEquipmentRepairPlan..24712.4QueryingandMaintaininganEquipmentRepairPlan.25412.5CreatinganEquipmentRepairOrder..26112.6QueryingandMaintaininganEquipmentRepairOrder.27212.7CreatinganEquipmentRepairRecord..27712.8QueryingandMaintaininganEquipmentRepairRecord..28612.9CreatinganEquipmentRepairAcceptance.28912.10QueryingandMaintaininganEquipmentRepairAcceptance.29312.11EquipmentRepairExecutionReport..297Chapter13AssociationwithOtherModules..30113.1AssociationwithMaterial.30113.2AssociationwithFixedAssets..30213.3AssociationwithResource.302Chapter14PublicFunctions..30514.1PublicFunctionsofDocument.30514.2PublicFunctionsofDocumentsList.30514.3PublicFunctionsofReport.30514.4DocumentCustomization.313AppendixAGlossary..315AppendixBFeedbackForm.319UserManualforKingdeeK/3V14.2EquipmentManagementChapter1KingdeeK/3Overview-1-Chapter1KingdeeK/3OverviewKingdeeK/3V14.2isanenhancedandimprovedversionofKingdeeK/3V12.2.Thisversionispackedwithmorefeatures.Allfunctionsareaccessiblefromtheconsole,makingitveryeasytouseevenforgroupusers.ConsoleTheconsoledisplaysallthefunctionsprovidedbyK/3system.AllK/3functionswillbedisplayedonthisinterface.Fordetails,seeFigure1-1:Figure1-1Theconsoleinterfaceisdividedintofourparts:System,Module,MainFunctionandSubFunction.Toaccesstheseparts,expandthemlevelbylevel.Thereare12tabsinKingdeeK/3ERP,includingMyK/3,FI,MA,CapitalManagement,Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3V14.2EquipmentManagement-2-GroupConsolidation,SupplyChainManagement,CostManagement,Manufacturing,HR,BPM,MobileBusinessandSysSettings.SysSettingsandMyK/3willbedescribedlater.TheModuleliststhemodulesofeachsystem.Selectasystemtabandthesystemwilldisplaythemodulesincluded.Youcanaccesseachmodulebydouble-clickingit.MainFunctionliststhemainfunctionsofeachmodule.SelectamoduleandtheMainFunctionwillpresentthemainfunctionsofthemodule.Forexample:Toenteravoucher,selectFI->GeneralLedger->VoucherHandling->NewVoucher.TheVoucherinterfaceappears,allowingyoutoentervouchers.Thefunctionquickaccessboxprovidesaquickaccesstofunctioninterfaces.Thesystemprovidesamnemoniccodeforeachfunction.Typethemnemoniccodeofyourdesiredmoduleinthisbox,andthesystemwillopenthemodule.Note:Themnemoniccodeofeachfunctionisoftentheinitialsofpinyin.Forexample,themnemoniccodeoftheNewVoucherfunctionisPZLR.YoucanviewallmnemoniccodesoffunctionsintheConsoleEditor.Forexample:Toenteravoucher,youcantypePZLRintheQuickAccesstoModuleboxandclickEnter.TheVoucherinterfaceappearsforyoutoentervouchers.MessageCenterisaplatformforreceivingandsendingmessagesbetweendifferentusersinthesameA/CSet.Formoreinformation,seeSection1.3.1.1ConsoleEditor1.1.1ConsoleEditorTheConsoleEditormeetsyourrequirementforpersonalizedconsolesettings.Itallowsyoutodefinetheconsolesettingsasactuallyneeded.ThusyoucanusetheK3systemmoreconveniently.Youcanadjustthedisplayofeachfunctionmenuontheconsoleasyouwish.Forexample,youcansetwhethertodisplayafunctionmenuontheconsole,andchangethenameofadisplayedfunctionmenuasrequired.UserManualforKingdeeK/3V14.2EquipmentManagementChapter1KingdeeK/3Overview-3-Youcanconnectathirdparty’sapplicationtotheconsole.Forexample,addashortcuttoanapplicationyouoftenuse(oraprogramyouhaveobtainedthroughsecondarydevelopment)ontheK/3console,sothatyoucanopentheapplicationdirectlyontheconsolelater.Note:Tousethisfunction,youmusthavetheConsoleEditormanagementauthority.TheauthorityissetinUserManagement.1.ApplicationIntheconsole,selectSystem->Setting->ConsoleEditor.TheConsoleEditorinterfaceappears,asshowninFigure1-2.Figure1-2ConsoleEditorTheConsoleEditorinterfacedisplaysthesamecontentsastheK/3consoleinterface.WiththeConsoleEditor,youcancustomizetheK/3consoleinterface.(1)Customizingitemnamesontheconsole1.InthePropertyListontherightoftheConsoleEditorinterface,selecttheitemChapter1KingdeeK/3OverviewUserManualforKingdeeK/3V14.2EquipmentManagement-4-youwanttorename.Forexample:GeneralLedger.DoubleclickNamefieldtoinputanewname.2.TheAppl.buttononthetoolbarisautomaticallyactivated.Clickthisbuttontosaveyourmodificationtotheitemname.3.IfyoudonotclickAppl.tosaveyourmodification,thesystemwilldisplayamessagesayingYoujustedited[****]functionproperty.Save?whenyouoperateanyitemintheFunc.Listpane.ClickYestosaveyourmodification;otherwise,clickNo.4.ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.(2)AdjustingthedisplaysequenceofitemsontheconsoleBymovinglocationsoftheitemsofthesametypeupordown,youcanhavefunctionsdisplayedinasequencefavorabletoyourpractice.1.SelectanitemthatyouwanttomovefromPropertyListontherightoftheConsoleEditorinterface,andclickUporDownonthetoolbartomovetheitemtoyourrequiredlocation.2.ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.(3)ManagingcustomizeditemsInadditiontothepresetitemsofthesystem,youcanaddcustomizeditemsatwilltotheconsolewiththeConsoleEditor.1.CreatinganewcustomizeditemWiththisfunction,youcanconnectathirdparty’sprogramtotheconsole,thatis,createashortcutfortheprogramontheconsole.InthePropertyListpaneontherightoftheConsoleEditorinterface,clickNewonthetoolbar.1)IftheitemsdisplayedinthePropertyListpanearenotsubfunctions,theNewItemdialogboxthatpopsupwhenyouclickNewonthetoolbarcontainsonlytheItemNameentrybox.2)IftheitemsdisplayedinthePropertyListpanearesubfunctions,theNewItemdialogboxthatpopsupwhenyouclickNewonthetoolbarcontainsthreeitems,seeTable1-1.UserManualforKingdeeK/3V14.2EquipmentManagementChapter1KingdeeK/3Overview-5-FieldsDescriptionRequired(Y/N)ItemNameNameofthecurrentfunctionitemdisplayedontheconsole.YMnemonicCodeYoucantypethismnemoniccodeinthefunctionquickaccessboxattheupperrightcorneroftheconsoletoaccesstheinterfaceforthefunction.NProgramPathProgrampathofthefunction.YTable1-1Note:Bydefault,thesystemtickstheVisiblecolumnforallnewcustomizeditems.Forexample:IfyouwanttoaddanewsystemMyWork–DailyWork–MailHandling–MyMailboxunderSysSettingsontheconsole,clickMyMailboxtousethemailboxtools.StepsoperatedintheConsoleEditorareasfollows:OpentheConsoleEditor,selectFunctionListintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMyWorkintheItemNameentryboxandthenclickRefresh.ClickMyWorkintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup,containingonlytheItemNameentrybox.TypeDailyWorkinitandthenclickRefresh.SelectDailyWorkintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMailHandlingintheItemNameentryboxandthenclickRefresh.SelectMailHandlingintheFunc.Listpane,andclickNewonthetoolbar.TheNewItemdialogboxpopsup.TypeMyMailboxintheItemNameentrybox,andselectthepathofthisprogramandthenclickOK,andthenclickRefresh.ClosetheConsoleEditortoreturntotheconsole,whichdisplaysthesystemyoujustadd.2.Editingacustomizeditem1)EditingacustomizedsubfunctionitemI.Propertyonthetoolbarisautomaticallyactivated.Clickthisbutton.TheEditItemdialogboxappears.Inthedialogbox,youcanresettheprojectname,mnemoniccodeandprogrampathoftheitem.II.Alternatively,youcanresettheprojectname,mnemoniccodeandvisibilityoftheiteminthePropertyListpane.Chapter1KingdeeK/3OverviewUserManualforKingdeeK/3V14.2EquipmentManagement-6-2)Editingacustomizednon-subfunctionitemYoucanresetthenameandmnemoniccodeinthePropertyListpane.Note:Now,thePropertybuttonisactivatedonlywhenyouselectacustomizedsubfunctionitem.3.Deletingacustomizeditem1)SelectacustomizeditemthatyouwanttodeletefromthePropertyListpane.TheDeletebuttononthetoolbarisactivatedautomatically.2)ClickDelete.Thesystemdisplaysamessage,sayingAreyousureyouwanttodeletethisself-defineditem?ClickYestodeletethecustomizeditemorNotoreturntotheConsoleEditor.3)ClickCloseonthetoolbartoexittheConsoleEditor.Themodificationisdisplayedontheconsoleinterface.Note:Now,onlycustomizeditemscanbedeleted.4)Importingandexportingtheconsoledisplaytemplate1.ThetemplateexportfunctionallowsyoutoexportthesettingsyouconfigureintheConsoleEditorintoatemplatefileforbackuppurposeorforuseatotherclients.ClickExportonthetoolbar.TheSelectDirectoryinterfaceappears.IntheSelectDirec.
