A: Basic information data operation
The basic information maintenance window is divided into a query condition area, a basic information area and a detailed information area. Most of the maintenance windows in the system are designed according to this appearance. The following takes adding product information as an example, the module window is as follows:
Figure 2-1 [Commodity data maintenance query] window
The query condition area displays some attributes of the product to facilitate the query; the basic information area can display the information of multiple records; the detailed information area displays the detailed information of a record in the corresponding basic information area, and the initial default is the basic information area Details of the first message in .
Inquire
In the query condition area, enter the product code, name, barcode, category code, brand code or sales attribute, and one or more items of the business attribute to be searched. To achieve this by reviewing the products, click the [Query] button, and the system will display the product information that meets the conditions in the basic information area. The name supports fuzzy query, and you can use "%" and "_" to perform the corresponding query. "%" represents an unwritten character string, and "_" represents an unwritten single character. When querying They can be used to replace them accordingly (note: if the query is the first few characters and it is written out to be excluded). If you do not enter the query conditions, just click [Query] to find out all the data information.
new product
Right-click the basic information area, the function menu will pop up, click [Add Data], and the interface for adding data will pop up. After entering all the information, click the [Save] button to save the new product information, and the interface will be automatically cleared. in order to add the next message. Otherwise, click [Exit].
Edit item
Find and click the product information to be modified in the basic information area, right-click the basic information area, the function menu will pop up, click [Edit Information], and then click the [Save] button to save the modified information after all the modifications popped up. content.
delete item
Find and click the product information to be deleted in the basic information area, right-click the basic information area, the function menu will pop up, click [Delete Data], and then click the [Delete] button. Before deleting data each time, the system will prompt the user whether to confirm the deletion. If the user presses the [Yes] button, the current record will be deleted; if the user presses [No], the deletion operation will be canceled.
B: Basic document operations
The document is the original document of the business, through which the report can be generated to reflect the inventory and help you analyze the business status. ERP provides various types of document vouchers required by the business. How to use the document, the following is an example of the purchase job order query to illustrate some common functions of the document:
Add document
When you need to add a new purchase document for review, right-click the basic information area, the function menu will pop up, click [Add], and the interface for adding purchase operations will pop up, as shown in Figure 4-2.
The interface is divided into two parts: the upper part is the main table, the lower part is the slave table, and the slave table is determined according to the main table. Only after the master table is written, the operation of the slave table can be performed. Right-clicking the mouse from the table will pop up the function menu (add, edit, insert, delete), click the desired operation button, and the system will automatically pop up the corresponding window. Perform corresponding operations in the window, click [Save] after the operation is completed, and the product will be added to the purchase document. Displayed in the From table of the incoming job.
Save/Approve documents
When a document needs to be saved after editing in the purchase operation, click the [Save] button, and the system will save the entered data to the database and display it in the query module. Before saving, the system will check the validity and validity .
In order to make the edited document information confirmed by the system and generate corresponding data, the document needs to be reviewed. Find and click the document information to be reviewed in the basic information area, right-click the basic information area, the function menu will pop up, click the [Approve] button, the system will change the unapproved flag of the document, so that the approval field column will appear with a '√' status , display the date of the corresponding reviewer, and get the response in the electronic account book, and update the corresponding comprehensive business data. This operation is performed by a person with audit authority. The approved document cannot be edited.
redemption document
When it is found that there are errors in the approved documents and some or all of them need to be changed, the function of redemption can be used.
When a document is flushed, it is necessary to specify the original document to be flushed; the documents that have been flushed cannot be processed for flushing. The process of flushing is generally as follows:
In the basic information area, select the document that needs to be reversed (original document that has been approved) → right-click on the function menu, click the [Rule] button → ask whether to reverse the order, click the [Yes] button → generate a reverse document → Audit → Data Processing
Documents that are allowed to be flushed include purchase orders, sales orders, outbound orders, price adjustment orders, loss report orders, and return orders.
Edit document
Find and click the document information to be modified in the basic information area, right-click the basic information area, the function menu will pop up, click [Edit Document], and after modifying the pop-up items, click the [Save] button to save the modification. Content.
delete document
Find and click the document information to be deleted in the basic information area, right-click the basic information area, a function menu will pop up, click [Delete Document], and then click the [Delete] button. Before deleting data each time, the system will prompt the user whether to confirm the deletion. If the user presses the [Yes] button, the current record will be deleted; if the user presses [No], the deletion operation will be canceled.
Complete tutorial: http://www.285868.com/jiaocheng/jpc/show-9884.html