UserManualforKingdeeK/3V14.2BOSDataExchangePlatformStatementThecopyrightofthisdocumentisownedbyKingdeeSoftware(China)Co.,Ltd.Nopartofthisdocumentmaybealtered,reproduced,excerpted,translated,reprintedorrewritteninanyformorbyanymeanswithoutpriorwrittenconsentofKingdee.KingdeeSoftware(China)Co.,Ltd.October,2015PrefaceWelcometotheUserManualforKingdeeK/3V14.2DataExchangePlatform.ThemanualisorganizedinthefollowingsectionsthataredesignedtohelpyoueffectivelyuseBOSdataexchenageplatform: GeneralDescription Instructions Procedures Functions&Features SystemSettingsThePrefaceinstructsyouhowtoaccessadditionalusefulinformationandformatconventions.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.CompilationAgreement AgreementofGeneralFormatFormatDescriptionArialCharacterTextInputMessageItalicPromptMessage AgreementofGraphicalInterfaceFormatFormatDescriptionWindowname.Generalmenuitemordendritestructuremenuitem.Buttoninthewindow.BoldOptionintheform.->Continuousselectionofmenuanditssubmenuordendritestructure. AgreementofKeyboardOperationFormatDescriptionKey1AkeyofthekeyboardKey1+Key2Presstwokeyssimultaneously. AgreementofMouseActionFormatDescriptionClickLeftclickmousetoclickonanobject.Double-clickLeftclickmousetwicetoopenanobject.Right-clickSelectanobjectandclicktherightmousebutton.Drag-dropLeftclickmouseonobject.Donotreleaseuntiltheobjectisdraggedtothedesiredposition. SpecialSignsFormatDescriptionCautionProvidesassistanceandcallsuser’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.AllocationofResource,OrganizationUnitWhichunit(staff)orresourcecanbeusedtoprocessacertainfunctionorflow.FeedbackThankyouforusingourproductandusermanual.Thismanualisdeliveredtogetherwithafeedbackform.Itwouldbehighlyappreciatedifyouwouldgiveusyouropinionsandsuggestionsonourproductorusermanual.PleasesendtheformtoourlocalKingdeeofficeorfaxittoourK/3ProductDepartmentat+86-755-26615016.Kingdeeislookingforwardtohearingyourviews.TableofContentsTUChapter1SystemOverviewUT..1TU1.1AboutThisSystemUT..1TU1.2ModuleLocationinK/3ERPSystemUT..2TU1.3SystemRequirementsUT.3TUChapter2ImportingandExportingMasterDataUT.5TU2.1LoggingintoK/3DataExchangePlatformUT..5TU2.2ExchangingMasterDataUT.5TUChapter3ImportingandExportingDocumentsUT.19TU3.1ExportingDocumentsUT..20TU3.2ImportingDocumentsUT..22TU3.3ExportingDocumentsandImportingThemtoA/CSetUT.23TUAppendixFeedbackFormUT..25UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter1SystemOverview1Chapter1SystemOverviewKingdeeK/3BusinessOperatingSystem(BOS)isanopenintegrationandapplicationplatform,whichfunctionsasthetechnicalfoundationofKingdeeERPsolution,partnersolution,andcustomizedapplication.KingdeeK/3BOScanflexiblyandrapidlydesign,construct,implement,andenforceasetofERPsystemfortheenterprisetocopewithrequirementchanges.Inaddition,itcanoperatebyseamlesslycoordinatingwiththeexistingITinfrastructureandprovideERPsolutionssubjecttorequirementchangesindifferentapplicationphasesfordifferententerpriseinvariousindustries.TheenterpriseusercanusetheK/3BOStoconvenientlyperformbusinessconfigurationasneededorusetheefficientintegrateddevelopmenttoolofK/3BOStorealizepersonalizedandindustrialcustomization.ThishelpstheK/3BOStocontinuouslysatisfythecustomer’srequirements,forgeanERPsystemthatcancopewithrequirementchangesoftheenterprisecustomer,andyieldlastinginformationalizedinvestmentbenefitsforthecustomer.1.1AboutThisSystemTheK/3BOSprovidesauniformdataexchangeplatform,whichsupportsthebusinessdataexchangetaskoftheK/3businessmoduleanddataexchangebetweentheK/3systemandheterogeneoussystem.ThedataexchangeplatformisbasicallytoexchangeK/3dataandotherdata.ThegeneralplatformexchangesconfigureddatabetweenK/3A/Csetsaccordingtopresetrules.Itprovidesopeninterfacestoeachbusinessmodule,andhascomplicatedbusinessrulesimplementedbyM-servercomponents,soastoimportandexportdataonthebasisoftheserules.Currently,thegeneraldataplatformsupportsexchangeofdataintwotypes: Masterdata DocumentChapter1SystemOverviewUserManualforKingdeeK/3V13.1BOSDataExchangePlatform1.2ModuleLocationinK/3ERPSystemThefigurebelowshowsthepositionofthissystemintheK3ERPsystem:Figure1-1ThreeApplicationLayersoftheK/3BOSTheK/3BOSmoduleisaMSCOM+(astheM-sever)basedbusinessbaseplatformofthetechnicalarchitectureofthreelevels.TheK/3BOSmoduleconsistsofthreeapplicationlevels:configurationtool,integrateddevelopmenttool,andrunningengine. TheK/3BOSmoduleconfigurationtoolconsistsofauthorizationmanagement,multilingualconfiguration,pre-warningplatform,businessassociation,parameterconfigurationandtransmissionconfiguration.Thebasic2UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter1SystemOverviewconfigurationfeaturescanmeetthecustomer'generalapplicationrequirements. Iftheconfigurationtoolstillcannotsatisfytheenterprise’sapplicationrequirementaftertheconfiguration,theK/3BOSmoduleprovidestheintegrateddevelopmenttool.Onthebasisofthebusinessrequirementanalysis,thesecondarydevelopmentpersonnelcancustomizethecustomer'sbusinessmodelandautomaticallygeneratethecustomer’sbusinesssystemaccordingtotheobjectdesign,interfacedesign,processdesign,commercialrulefunctiondefinition,reportdesign,andapplicationdeploymentsequence.IfthefeaturesprovidedbytheK/3BOSintegrateddevelopmentenvironmentcannotsuitthecommercialrequirement,thecustomercanexpandtheexistingfeaturesoftheK/3BOSmodulebydevelopingplug-ins.Inaddition,theK/3BOSSDKisprovidedtosupporttheK/3moduleandtheK/3system,closelyintegratingallthebusinesssystems. Whenalltheobjectdesignbuiltontheintegrateddevelopmentenvironmentdefinitionisfinished,therunningenginewillprovidetheobjectdesignwithrunningsupport,includingthedescriptionengineofunitdata,securityengine,messageengine,businessruleengine,transmissionengine,workflowengineandtheentirebasicserviceengine.ThreeK/3BOS-basedApplicationModes TheK/3standardproductisdevelopedonthebasisoftheK/3BOSmodule,allowingthecustomertousetheK/3BOSmoduletoquicklyconfigurethestandardproductandsuittheenterprise’sapplicationrequirement. ThequickconfigurationoftheK/3BOSmodulesupportstheK/3customizedapplication,formingtheK/3industrialapplicationsolutiontosatisfythecustomer’srequirementsforpersonality,specialty,andindustrialization. TheintegratedexternalinterfaceseamlesslyintegratestheK/3systemwithotherexternalsystemstomatchthecustomer’srequirementforall-roundinformationmanagement.1.3SystemRequirementsBeforethedevelopmentoftheK/3BOSmodule,makethefollowingpreparation:ItemRecommendationDescriptionOperatingsystemMicrosoftWindows2000ServerYoucanalsousetheoperatingsystemofMicrosoftWindowsServer2003oranotherserverversion,ratherthantheMicrosoftWindowsXP.DatabaseMicrosoftSQLServer2000Youneedtousetheenterpriseeditionordeveloperedition,nottheMSDEversion.ItisproposaltoinstalltheP4.DevelopmenttoolMicrosoftVisualBasic6.0YouneedtoinstalltheSP5orahigherversion.KingdeeK/3V14.23Chapter1SystemOverviewUserManualforKingdeeK/3V13.1BOSDataExchangePlatformNoteswhenyouinstallKingdeeK/3:YoumustselecttheoptionKingdeeK/3BOSDesigner.ItisrecommendedtoselectAppServerComponentatthesametime.Alltheinstructionsandexamplesgiveninthismanualarebasedontheenvironmentthatmeetstheaboveinstallationoptions.Afteralloftheaboveitemsareinstalled,youcanfindtherelatedmenubyselectingAllPrograms->KingdeeK3->KingdeeK3Tools->ClientToolkit->BOSPlatform->BOSDataExchangePlatform.Figure1-24UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataChapter2ImportingandExportingMasterData2.1LoggingintoK/3DataExchangePlatformSelectStart->AllPrograms->KingdeeK/3->KingdeeK/3Tools->ClientToolkit->BOSPlatform->BOSDataExchangePlatformtodisplaythemaininterfacefortheBOSdataexchangeplatform,asshowninFigure2-1.Figure2-12.2ExchangingMasterDataTheusercancreatetaskstoexchangemasterdatathroughthedataexchangeplatform,includingthetasktoexportthemasterdatafromthesourceA/Cset,tasktoimportthetargetdatatothetargetA/Cset,andtasktoimportthedatadirectlyfromthesourceA/CsettothetargetA/Cset.5Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformOnthePlatformofDataExchangemaininterface,selectMasterDataandclickNew.TheMasterdataimport/exportwizardinterfaceappears,asshowninFigure2-2.Figure2-2Thecomplicatedlogicalrelationsbetweenmasterdataaffecttheresultsofimportandexport.Inimportingthemasterdata,taketheinterfacelogicofmasterdataintoaccount.CautionBecausethemasterdataisreferencedtobyeachother,importthemasterdatainthefollowingorder:Currency->ExchangeRateSystem->UnitofMeasure->Bin(AUoM)->AuxiliaryData->Account->Department->Employee->Warehouse->Customer->Vendor->Material->CostObject->CostObjectGroup->CostItem->Labor->ElementExpense->ExpenseType->Branch->WorkCenter->CashFlowItem->IndustryAccountingItem->CustomizedAccountingItemClickNext.Aninterfacecontainingoptionaltasksappears,asshowninFigure2-3.6UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataFigure2-3Selectthedesiredtask: TasktoexportthemasterdatafromthesourceA/Cset TasktoimportthetargetdatatothetargetA/Cset TasktoimportthedatadirectlyfromthesourceA/CsettothetargetA/CsetThefollowingdetailsthethreetasks:TasktoexportthemasterdatafromthesourceA/CsetSelectExportMasterData.ThenclickNexttoconfigureinformationaboutthesourceA/Csetyouwanttoexportdatafrom.SpecifytheM-serverofthesourceA/Cset,sourceA/Cset,username,andpassword,asshowninFigure2-4.7Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformFigure2-4ClickNext.Selectthemasterdatatobeexported,exportmode,andthedirectoryforsavingthefiletowhichdataisexported.SeeFigure2-5.Figure2-58UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataWhileselectingthedatatypetobeexported,youcanselectExportdisableddataandIncrementalExport.IfyouselectExportdisableddata,theforbiddenmasterdatainthesourceA/Csetcanbeimportedtothetargetfile.IfyouselectIncrementalExportatthefirstexport,youcanspecifyadirectorytosavetheincrementalrecordfile.Whenthedataisexported,thetimestampsofthedataexportarerecordedinthespecifiedincrementalrecordfileforcomparisonatthenextincrementalexport.Ifthedatahasbeenexportedforseveraltimes,selectthelastincrementalrecordfile.Accordingtotheincrementalrecordfile,thesystemexportsthemasterdataaddedafterthelastexport.SeeFigure2-6.Figure2-6SelectEXCELorTXTastheformatofthefilestowhichdataisexported.CautionYoucandouble-clickanymasterdatacategoryandspecifyaformatforthefilestowhichthemasterdataofthecategoryisexported.Masterdatacanbefiltered.Selectamasterdatacategoryanddouble-clicktherowtosetafilterconditionforthecategory.Inthisway,themasterdatameetingthefilterconditioncanbeexported.SeeFigure2-7.9Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformFigure2-7CautionYoucanpressF7toquerythecodeandnameofafiltercondition.Forotherfields,youmustentertheirvalues.ClickNexttoselecthowthetaskiscarriedout.ExecuteNow:Selectittoexportthemasterdatameetingthespecifiedconditionaccordingtotheconfiguration.SaveasTask:Selectittosavetheconfigurationasamasterdataexchangetask.SeeFigure2-8.10UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataFigure2-8TasktoimportthetargetdatatothetargetA/CsetSelectImportMasterData.ThenclickNexttoconfigureinformationaboutthesourceA/Csetyouwanttoexportdatafrom.SettheM-serverofthetargetA/Cset,sourceA/Cset,usernameandpassword,asshowninFigure2-9.11Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformFigure2-9ClickNext.Selectthemasterdatatobeimported,importmode,andthedirectoryforsavingthefiletowhichthedataisimported.SeeFigure2-10.Figure2-1012UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataImpfilesarestoreduniformlywithdefaultnames:Ifyoucheckthisoption,thesystemwillexportdatatothedefaultfileinthespecifieddirectory.Ifyouclearthisoption,youcandouble-clickanymasterdatacategorytospecifyafileinadirectorytowhichmasterdataofthiscategorywillbeimportedto.SelectEXCELorTXTformatforallthefilestowhichdataisimported.SelectOverwriteorAppendastheimportmode.Overwrite:SelectittooverwritethecorrespondingdatainthetargetA/Csetwiththeimporteddata.Append:SelectittoappendimporteddatatothetargetA/Cset.CautionIfyouselectOverwrite,whenthetargetA/Csetcontainsanydataofthesamecodeastheimporteddata,thesystemonlyoverwritestheoriginalrecordsinthetargetA/Csetwithnon-nullfields.Dataprocessing:ImportdisableddataIfyouselectImportdisableddata,theforbiddensourcedatawillbeimportedtothetargetA/Cset.Otherwise,disableddataisnotimported.ClickNexttoselecthowthetaskiscarriedout.ExecuteNow:Selectittoexportthemasterdatameetingthespecifiedconditionaccordingtotheconfiguration.Saveastask:Selectittosavetheconfigurationasamasterdataexchangetask.SeeFigure2-11.13Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformFigure2-11TasktoimportthedatadirectlyfromthesourceA/CsettothetargetA/CsetSelectExp&ImpMasterData.ThenclickNexttoconfigureinformationaboutthesourceA/Csetyouwanttoexportdatafrom.SettheM-serverofthesourceA/Cset,sourceA/Cset,usernameandpassword,asshowninFigure2-12.14UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataFigure2-12ClickNexttoconfigureinformationaboutthetargetA/Csetyouwanttoimportdatato:SpecifytheM-serverofthesourceA/Cset,sourceA/Cset,usernameandpassword,asshowninFigure2-13.15Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatformFigure2-13ClickNext.Selectcategoriesofmasterdatatobeimported/exported,asshowninFigure2-14.Figure2-1416UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter2ImportingandExportingMasterDataClickNexttoselecthowthetaskiscarriedout:ExecuteNoworSaveastask.CautionIncrementalexportorimportneedsthecorrespondingincrementalrecordfile.Atthefirstexport,youcanspecifyadirectorytosavetheincrementalrecordfile.Whendataisexported,thetimestampsofthedataexportarerecordedinthespecifiedincrementalrecordfileforcomparisonatthenextincrementalexport.Ifthedatahasbeenexportedforseveraltimes,selectthelastincrementalrecordfile.Accordingtotheincrementalrecordfile,thesystemexportsthemasterdataaddedafterthelastexport.17Chapter2ImportingandExportingMasterDataUserManualforKingdeeK/3V13.1BOSDataExchangePlatform18UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter3ImportingandExportingDocuments19Chapter3ImportingandExportingDocumentsTheK/3businesssystemsupportsimportandexportoftheBOMdata,initializationdocumentdata,andbusinessdocuments.Thisfunctionnotonlyenablestheusertoconvenientlyconfigurethecomplicatedsystemdata,butalsomakesthebusinessdatamorecorrectthanthosemanuallyentered.Inaddition,itplaysanimportantroleinextendingtheapplicationscopesofbusinessdataandraisingworkefficiencyofusers.SelectStart->AllPrograms->KingdeeK3->KingdeeK3Tools->ClientToolkit,andthenenterthemaininterfacefortheBOSdataexchangeplatform.Selectthedocumentnodeforsubsequentprocessing.Thisfunctioncanbeusedto: Exportdocuments Importdocuments Import/ExportdocumentsbetweenA/CsetsChapter3ImportingandExportingDocumentsUserManualforKingdeeK/3V13.1BOSDataExchangePlatform3.1ExportingDocumentsThefirsttabofthedocumentimportandexporttoolisExport,asshowninFigure3-1.Figure3-120UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter3ImportingandExportingDocumentsToexportdocuments,dothefollowing:1.OntheExporttab,selectadocumenttype,asshowninFigure3-2.2.Setafilterconditionforthedocumentsyouwanttoexport.Figure3-21.Selectthetypeofthefiletowhichthedocumentswillbeexported.Therearetwooptions:EXCELand*.TXT.2.Setapathforsavingthefiletowhichthedocumentswillbeexported.3.ClickExecutetoexportthedocuments.21Chapter3ImportingandExportingDocumentsUserManualforKingdeeK/3V13.1BOSDataExchangePlatform3.2ImportingDocumentsThesecondtabofthedocumentimportandexporttoolisImport,asshowninFigure3-3.Figure3-3Toimportdocuments,dothefollowing:1.OntheImporttab,decidewhethertokeeptheorderlinking.2.Selectthetypeofthefiletowhichdocumentswillbeimported.Therearetwooptions:EXCELand*.TXT.3.Selectthepathofthesourcefiletowhichdocumentswillbeimported.4.ClickExecutetoimportdocuments.22UserManualforKingdeeK/3V13.1BOSDataExchangePlatformChapter3ImportingandExportingDocuments3.3ExportingDocumentsandImportingThemtoA/CSetThethirdtabofthedocumentimportandexporttoolisExportandthenimporttoaccountset,asshowninFigure3-4.ThistaballowsyoutoexportsupplychaindocumentsfromthecurrentA/CsetandimportthemtothespecifiedA/Cset.Figure3-4SetthenameoftheA/Csettowhichdocumentswillbeimported,usernameanduserpassword.ThenclickExecute.ThesupplychaindocumentsofthecurrentA/CsetareimportedtothetargetA/Cset.CautionBeforeimportingandexportingsupplychaindocumentsbetweentwoA/Csets,ensurethatthemasterdataofthesetwoA/Csetsisconsistent.23Chapter3ImportingandExportingDocumentsUserManualforKingdeeK/3V13.1BOSDataExchangePlatform24UserManualforKingdeeK/3V13.1BOSDataExchangePlatformAppendixAFeedbackForm25AppendixAFeedbackFormUserManualforKingdeeK/313.1BOSDataExchangePlatform1.Makecommentsonthefollowingindexesbyticking(√)theappropriatecells.ExcellentGoodFairPoorAccuracyCompletenessAccessibilityClarityGraphicsOverall2.Inyouropinion,Kingdeeshouldimprovethefollowing: Text Specialty Structurearrangement Graphicdescription Appendixes Presentation Tableofcontents Typicalexamples Processdescription HelpDetailtheimprovementsuggestionshere.3.Whatareyouunsatisfiedwith?4.Others5.PleaseprovidefullcontactssothatKingdeecancontactyouquickly.Name:Title:Telephone:E-mail:Company:Address:
