OpenMAS客户自助速查手册V1.0_20110527

第一节系统概述 (2)1. 1、系统功能 (2)第二节基本资料 (2)第三节日常处理 (4)第四节查询 (6)第一节系统概述1. 1、系统功能客户管理系统主要功能是对前期还未正式确定的客户进行电话、E-mail跟踪，样品寄送，拜访时间按排等整个过程进行跟踪并详细记录，方便后续查询进展情况，具体功能包括：丸设置客户系统单据类型，主要是手工或自动产生的单据丸设置基本代码资料如线索级别等丸对还没产生客户资料的客户进行日程安排及活动联系人相关信息的记录，审核时自动产生客户资料及商机，在商机管理录入可查到相关信息舄对客户进行日程安排及活动联系人相关信息的记录，可对商机进行审核或反线索操作第—节基本资料2. 1、客户单据类型设置登录系统后，在左边的树型图中，找到“客户管理/基本资料/客户单据类型设置”后双击它，进入“客户单据类型设置”窗口（见图1）,对于同一组织内部，基本单据应保持唯一栏位说明（图3）业务类型：系统设置了二项业务类型编码方式：流水号，单据号按流水的形式编码；手工编码，单据号手动进行编码单据号头：单据号以什么开头年编格式：单据号中加入年编，可以明确地看出是什么时候的单据YYMM :两位年+两位月；例：0405YYMMDD :两位年+两位月+两位日；例：040513YYYYMM :四位年+两位月；例：200405YYYYMMDD :四位年+两位月+两位日；例：20040513空：年编格式为空流水号长度：设置几位的流水号批号长度：设置几位的批号注意：单据号头+年编格式+流水号长度+批号长度<=192. 2、客户单据类型设置登录系统后，在左边的树型图中，找到“客户管理/基本资料/基本代码维护（客户）”后双击它, 进入“基本代码维护（客户）”窗口（见图2）。

栏位说明（图2）编码类别：系统设定有十六项客户基本代码，可通过下拉框选择可用标志：此项记录可用与否修改时间：最后修改记录的时间组织：系统默认值为本套帐开帐（可参考“系统功能”章节的图6）时的“组织代码”栏位的值修改用户：最后修改记录的用户代码■.工韩闩 *fl© fttcti 乾竭u UUp E 担 MfctCHi 导身 & ro (d 口1M *匚三赣柚》IN 嗣峥111珈第三节 日常处理3. 1、线索管理录入登录系统后，在左边的树型图中，找到“客户管理 /日常处理/线索管理录入”后双击它，进入“线 索管理录入”窗口（见图 3）,此文件柜建立线索记录。

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1,000/pkg, fan-folded • Printable version (Thermal-Transfer), Blank - 500/roll • 1.9375 x 2.875" (49 x 73mm)Easy Security Solution for Indoor EventsLIGHTbadge®Choose LIGHTbadge ® for IMMEDIATE expiration...0511608188OUTDOORVALIDEXPIREDINDOOR VisitorMatthew AldenMedClinic Ohio596 SUMNER STREET AKRON, OH 44311L a n n e t Av i a t i o n G r o u pJune 3, 2010Sean Wilson Computer LabBrenda DanielsNorth Eastern Sales Rep.VISITORNameDestinationDate Time InIf Vendor Check hereCaroline Montgomery West Wing Sept 212:15pDESIGN YOUR OWN CUSTOM EXPIRING BADGESEllen GraberIMMEDIATEEXPIRATIONBadge Turns Blue When Exposed to UV/DaylightMedClinic Ohio596 SUMNER STREET AKRON, OH 44311O pe nHo us eEx hi bi t io nMedClinic Ohio596 SUMNER STREET AKRON, OH 44311L a n n e t Av i a t i o n G r o u pOpenTech CentralSeth MichaelsMary Stewart Taylor Company Jennifer Hughs August 28B re n d a Da n ie lsN o rt h E ast e rn S ale s R e p .Half-Day (4 hour) andOne Week (5 Day) Badges School Badges(Half-Day and One Day)Double Sided Card Badges Badges withTIMEtoken Indicators Wrist Bands (One Day Expiring and Non-Expiring)Parking Permits (One Day Expiring and Non Expiring)Expiring Spots and TokensBadges withTIMESpot IndicatorsFor more information on these products, visit our website:Non-Expiring Badges。

Website Ordering User Guide(New FastTrak customer)Version 1.1 – Regular UserDecember 29, 2011Contact InformationEmail: ************************Customer Service:USA: 1-800-500-8687Canada: 1-800-465-1890China (HKG): 852-2156-9788FastTrak User Guide OutlineI.Ordering a POII.Track Your OrdersIII.Order HistoryIV.Order InquiryV.Manage AccountVI.Customer SupportVII.Glossary of Terms(Home Page)I. Ordering a PO – This section details the steps required to order a PO.1.Begin by selecting the ‘Submit Your Order’ Icon or click on the Start New2.Choose Eddie Bauer from the retailer list.3.To search for your PO’s enter your PO #. You may enter multiple POnumbers and separate them with commas, or you can select the PO’s you needby clicking the check box and then clicking continue.4.Next, you can review the line items on the PO. On your initial order, you must orderthe entire PO. On a reorder, you can revise the quantities and select which line items you want to order.5.Select your shipping method, enter an internal PO number to reference yourorder (if necessary), and specify any special instructions required for yourorder, then click Continue. Rush service is available, call our customerservice for details.6.Then click the continue button to move to the next step. Select paymentmethod.7.Final Step! Review and Confirm Order. Review the details of your order andclick the Continue Button to complete the order.Click Continue button to submit your order. The following message may prompt while processing the order.8.Print the ‘Thank You’ page for your records. You will also receive and orderconfirmation to the email address used to sign in to FastTrak.II. Track Your Orders – The FineLine Ordering site will allow you to track your orders as they are produced and shipped. To track an order, follow these steps:1.Click the ‘Track Your Order’ icon or the ‘Order Tracking/Search’ tab or find yourorder# from the ‘Recent Orders’ located on the FastTrak Home Page.2.Locate your order in the list or search by the order date, or PO number.3.Once your order has shipped, a ship date as well as Tracking number will beprovided. If your order was shipped via FedX or UPS, clicking the trackingnumber will take you to the appropriate website for detailed tracking information regarding your shipment.4. Clicking the Order # will provide you with detailed information regarding yourorder, Shipping and Billing Information, as well as line item detail.III. Payment History – The Payment History Section will display the 50 most recent orders. You may also search by Order #, or Date Range to locate an order and display its details. You may click on the icon to display the invoice in pdf format. To gain access to your order history, simply click the Order History icon. You may also click on theicon to export the results in excel format. Should you have any questions, youmay click on theicon to submit your inquiries. Someone from our customer support team will handle your inquiries promptly.IV. Order Inquiry – Gain direct access to FineLine Technologies’ superior customer support. Should you have a question regarding your order, always feel free to call our toll free customer support hotline 1-800-500-8687. FastTrak, however, offers the ability to streamline your request by locating your Order ID in question, then you can submit your inquiry directly to a CSR trained specifically to handle your questions.1.Begin by clicking the Inquiry Icon.e the familiar query options (Order ID, Date Range) to locate your order inquestion. Then click the Inquiry Icon to submit your question.3. Select the category of the question and description of the question, then clickSubmit Inquiry.V. Manage Account – There are five tabs; Personal Information, Customer Settings, Shipping Information, Billing Information and Vendor ids maintenance. This section provides the ability to update the information.Start by clicking ‘Manage My Account’ located in the upper right corner of the home screen.You may find your FineLine Customer ID here.Personal InformationClick Edit to change your personal contact informationCustomer SettingsBy default, the person who placed orders receive a copy of the order confirmation and the shipment confirmation, and the contact person of the vendor will receive the PO notification. In most circumstance, the default setting will work fine for most customers. However, you may customize/add more than one person to receive the notifications. Select one of the three notification options, for example, Order Confirmation.Click on Add Setting, type in the email address. You may enter multiple email addresses and separate them using commas. Lastly, click Update to save.Click on Edit to make changes or Delete to remove the record.Shipping InformationYou may add new or edit existing shipping address records. Click on the Add a new Shipping Address link to add new record or any of the company names on the list to edit the current record.Click on ‘Add a new Shipping Address’ tocreate new address to the address bookClick on company name web link to editcurrent informationBilling InformationYou may edit your billing address information by clicking the Company Name.Maintain Retailer RelationshipsAdd Additional Retailers – Here you can continue to add Vendor ID’s to your account as new retailers become available via the FastTrak system. Simply click ‘Maintain Retailer Relations’ and add your Vendor ID.VI. Customer SupportWe appreciate your business here at FineLine and want your ordering experience to be simple. Should you experience any problem with our website or with your order, always feel free to call us directly to speak with a live customer service representative. Again, thank your for using FastTrak and FineLine Technologies.Our Contact Information:Email: ************************Customer Service:USA: 1-800-500-8687Canada: 1-800-465-1890China (HKG): 852-2156-9788VII. Glossary of TermsInternal PO – FastTrak allows a user to input their own Purchase Order number that will be used to relate an order for internal accounting use. An Internal PO number is usually not associated with a regular PO as assigned by the retailer.Line Item –A term used to describe an individual row of data, typically associated with a PO. An example of a line item is a row of data as seen in an excel spreadsheet.Line Item Filter – If your replenishment PO data has more than 25 line items, the ‘Line Item Filter’ allows you to narrow the selection based upon searching by fields in this drop down menu.Manufacturer – A common term to describe a provider to a retailer. The term ‘Vendor’ is also commonly used.PO – Stands for Purchase Order and is one of the key components used in ordering tickets or labels via FastTrak. A Retailer typically assigns a PO to a Vendor or Manufacturer who then can place an order with FineLine using that PO Number.Replenishment PO – A concept used within FastTrak to allow users to order individual items not related to any particular Purchase Order. If your Vendor ID is associated with any items within replenishment data sent to FineLine, a user will have the option to order replenishment items by selecting the REPL-001 PO upon selecting ‘Submit Order’.Setup Fee – A fee based on custom setup required for some orders.SKU – Technically, SKU means ‘Stock Keeping Unit’. The term SKU is commonly used to describe a unique item within a PO or set of printed tickets.SKU Charge – A fee based upon the number of unique items in an order.UPC – Technically, UPC stands for Universal Product Code and is a very specific type of barcode that contains 12 digits. It is commonly used to describe ‘any’ barcode printed on a ticket, although this can be misleading. It is also used frequently to describe a unique item within a PO or set of printed tickets.Vendor – A common term to describe a provider to a retailer.Status:On Hold – Order is not being processed. Your account may be past due or othercorrections are needed to complete your order.In Progress – Order is complete and in production.Shipped – Order has been printed and shipped.Print Quantity – Each line item printed will have a 10% overage plus 2 tickets that FineLine Technologies will keep as samples. Example: If 100 tickets are required by a particular PO, FineLine Technologies will print 112 tickets.。

OPENKM 文档管理系统使用手册20120133年1212月月1818日日1.OpenKM 介绍1.1應用功能介紹1.2開發開發功能功能功能介紹介紹2.用戶界面2.1登录地址2.2浏览器要求2.3登陆界面2.4退出用户3．新建目录3.1系统界面3.2查看目录或文件权限3.3添加目录步骤3.4设置目录权限4. 文件操作4.1上传文件4.2预览文档4.3文件加锁解锁4.4删除文件4.5检索文件4.6下载文件4.7批量上传文档5．其他常用功能5.1文件版本更新5.2订阅文件5.3个人仪表盘介绍6. 注意事项目录1.OpenKM介绍OpenKM是一个文档管理系统，用于组织和共享文档。

可以通过名称，内容，关键字等来搜索文档。

基于Jboss+J2EE+Ajax web（GWT）+Jackrabbit（lucene）等开发。

1.1功能介绍• 1 支持多语言功能(默認是英語與西班牙語﹐我下載了簡體中文安裝包)• 2 网站多样式• 3 上传，下载(可以實現批量上傳下載文件夾及文件)• 4 版本控制(方便查看歷史版本)• 5 回收站（删除文件后具有恢复功能）• 6 文档分类管理(方便查找和使用)•7 用户权限管理(可以區分用戶權限,分讀(下載)﹐寫(上傳),刪除,安全(對文件夾權限有設置權))•8 搜索引擎（可提供查找功能）•9 每个用户一个session1.2开发用的功能• 1 工作流（workflow）• 2 Email通知机制• 3 用LDAP存储用户的信息• 4 web spider 一种搜索引擎• 5 用户空间控制• 6 收藏夹•7 文件修改后通知机制2.用戶界面公司内登陆地址（复制到浏览器）：http://10.167.6.76:8080/OpenKM/login.jsp2.1.登录地址2.2.浏览器要求浏览器要求：：最好安装GOOGLE CHROME 浏览器，并安装JAVA JDK 工具包，便于流畅使用和一些批量文件上传的操作，安装地址：http://10.167.6.76:8080/OpenKM/frontend/index.jsp \應用軟件\OpenKM\CHSF_Chrome_non_defaultV4.exe (GOOGLE CHROME 浏览器)http://10.167.6.76:8080/OpenKM/frontend/index.jsp \應用軟件\OpenKM\jdk-7-ea-bin-b134-windows-i586-17_mar_2011.exe (批量上传需要)2.3登陆界面用户名密码界面语言2.4退出用户操作步骤：点击菜单栏中的【文件】——【退出】按钮即可，如下图：非正常关闭再次登录系统后，会提示该用户已登录并报错。

密级：版本：第1版
文档编号：版本号：
美森集装箱箱号智能识别系统
v1.0
用户操作手册
美森博多利（大连）科技有限公司
总页数5页正文3页编制日期2019.5.28
编制刘懿锋审核批准
美森集装箱箱号智能识别系统v1.01
目录
1.接口参数说明 (1)
2.接口使用示例 (2)
3.输入图片及返回结果 (3)
1.接口参数说明
●接口输入为API运行路径和用户上传图片的存储路径●接口输出为集装箱箱号识别结果或错误码文本信息
2.接口使用示例
●API调用路径固定，用户通过输入需要识别图片的存储路径得到识别结果●通过Web端get请求访问API
●通过Post请求调用API（Python端）
●通过Post请求调用API（JavaScript端）
3.输入图片及返回结果
●合格的输入图片及其返回结果：
●不合格的输入图片及其返回的错误提示：。

开放搜索最佳实践1.2.最佳实践功能篇相关性实战分词、匹配、相关性、排序表达式针对目前若干用户遇到的搜索结果与预期不符合的问题进行统一详细说明，并以此为话题展开说明下OpenSearch在搜索效果方面的功能和后续一些工作方向。

首先，对于搜索来讲，最常见的有两种做法：数据库的like查询，可以理解为简单的包含关系；百度、google等搜索引擎，涉及到分词，将查询词根据语义切分成若干词组term（这个是搜索引擎重难点之一），通过term组合匹配给相应文档进行打分，根据分值排序，并最终返回给用户。

OpenSearch采用的方式与上述搜索引擎做法基本一致。

那这里就有三部分内容会影响搜索效果：1，分词方式；2，匹配方式；3，相关性算分。

我们来分别说下这三部分在OpenSearch上的行为和表现。

接下来，我们详细说明下各个字段的展现效果及适用场景，供大家参考。

分词方式 熟悉各类分词是本篇操作的前提，请务必先查阅 内置分析器 文档。

匹配方式原理分完词后得到若干term，如何召回文档，就涉及到匹配方式。

目前OpenSearch内部默认支持的是AND，即一篇文档中包含全部的term才能被搜索出来。

当然这是对同一关键词而言的，除此之外系统还支持多种匹配方式，如AND、OR、RANK、NOTAND以及()，优先级从高到低为()，ANDNOT，AND，OR，RANK。

举例案例问：我文档中包含“吃饭了”，我搜索“吃饭”、“吃饭了”都能召回，搜索“吃饭了吗”没结果？答：因为目前OpenSearch是要求全部的分词结果都匹配才能召回文档，上面的“吗”在文档中没有出现，所以无法召回。

但可以通过查询分析解决。

问：我只想查找某些词排在最前面的文档，比如以“肯德基”开头的文档；答：目前不支持位置相关召回。

相关性算分上面提到的都是跟召回相关的技术，召回文档之后，究竟文档如何排序就涉及到相关性。

目前OpenSearch有sort子句来支持用户自定义排序。

核心银行基础知识大全文档修订记录目录1前言 (1)1.1目标 (1)1.2范围 (1)2银行IT系统概述篇 (1)2.1银行IT系统分类 (1)2.1.1银行系统功能类 (1)2.1.2银行使用范围类 (1)2.2银行IT系统总体架构 (1)2.3银行IT系统特性 (2)2.4银行IT系统产品化与定制化 (2)2.5银行IT系统使用技术 (3)3核心业务系统篇 (3)3.1核心业务系统概述 (3)3.2核心业务系统的特点 (3)3.3核心业务系统的架构 (4)3.4核心业务系统的技术 (5)3.5核心业务系统的功能模块 (5)3.5.1客户信息管理 (5)3.5.2存款业务 (11)1前言1.1目标本文主要分为十二章来描述核心银行基础知识，让使用者更容易、更便捷的全面了解核心银行各大系统主要功能，以免在使用过成中造成不必要损失及麻烦。

1.2范围适用于使用银行系统从业人员、银行核心系统运维人员、银行核心系统开发人员，知识内容仅供参考，如有不足和错误之处望有智人士指正。

本文编者感激不尽。

2银行IT系统概述篇2.1银行IT系统分类银行IT系统可分为两大类，一类为根据系统功能类；一类为根据使用范围类。

2.1.1银行系统功能类银行IT系统按功能划分大致可以分为四类：业务系统、管理信息系统、渠道系统、其他系统。

2.1.2银行使用范围类按使用范围分大致可分为总行级系统和部门级系统，前者如核心业务系统，特点是全行上下统一版本。

后者如分行特色业务，第三方存管，外汇交易系统等。

特点是系统只局限于某个机构在使用，或者说不同机构使用的版本，功能差异很大。

2.2银行IT系统总体架构商业银行IT系统包括五个层次：渠道层、渠道整合层、核心帐务层、管理层和决策层。

（IT系统总体架构图一）2.3银行IT系统特性1、处理正确性；2、效率；3、稳定性；4、开放性；5、界面友好性；6、易维护性；7、可扩展性；8、交易安全性；9、配置灵活性；10、连接兼容性；11、平台兼容性。

Scholastic Oracle Cloud Supplier Portal User GuideTable of ContentsIntroduction to the Supplier Portal (3)What is the Supplier Portal? (3)Navigating the Supplier portal (3)Logging in (3)Homepage Navigation (4)Notifications (5)Overview Menu (6)Summary Tab (6)Orders Tab (7)Schedules (8)Negotiations Tab (9)Request for Quote (RFQ) (10)Receiving an Invite for a Negotiation (10)Viewing the RFQ (10)Creating a Response (12)Award Decision (18)Purchase Orders (PO) (20)PO Notification (20)Review PO Details (21)Acknowledge a PO (22)Enter/Revise a Promised Ship Date for a Schedule (24)Manage Schedules (26)Order Life Cycle (27)Invoices (29)Create and Submit an Invoice (29)Miscellaneous Charges (33)Create Invoice without PO (34)View Invoices (36)View Payments (37)Supplier Preferences (39)Introduction to the Supplier PortalWhat is the Supplier Portal?The Scholastic Supplier Portal is a secure, web-based workspace that provides our vendors with full visibility to Scholastic transactions, including request for quotations (RFQ), purchase orders, and invoices.The Supplier Portal plays a key role in Scholastic’s Or acle ERP transformation, as this tool helps improve communication with our suppliers by automating and streamlining the source-to settleprocess.Navigating the Supplier portalLogging inOnce your password has been set, click on the “Oracle Fusion Prod” icon to reach the Supplier Portal home page.Once your password has been set, log in on the home pageHomepage NavigationOn the home page, click on the Supplier Portal icon to open the “Overview” page.NotificationsAt the top right corner of the home page, a bell icon will display your pending notifications. This includes new purchase orders pending acknowledgement as well as invitations to a negotiation.Note: Clicking on the notification brings you to the PO or Negotiation in questionOverview MenuThe overview page provides a snapshot into Scholastic’s most recent transact ions as well as anything requiring attention.Summary TabWorklist: A list of all pending notifications sent to the current supplier user. These are the same notifications found in the bell at the top of the page. Please note that most notifications willalso be sent via email.Watch list: Contains a set of saved searches which display counts of urgent or recenttransactions, possibly requiring action, such as Orders Pending Acknowledgment. Clicking awatch list entry navigates direct to the screen so that user can begin working on the transactions immediately.Contains the header detail of our purchase orders. The header contains the PO issued date andthe total $ amount ordered. The item level detail, quantity, and ship-to locations can be foundin “Schedules”.Orders with Recent Activity: A list of orders that have been Opened, Changed, or Canceledwithin the last week. This date can be manually changed to display more or less orders. Indicates an orderhas been cancelledA purchase order “Schedule” contains the quantity, ship-to location, and promised ship date.An order with a ship date in the past is highlighted with an alert. Schedules must be kept up todate. The promised ship dates that you provide are visible for everyone at Scholastic.At the bottom, “Recent Receipts” will list all purchase order schedules received within the lastweek.Indicates a promisedship date is past dueNegotiations TabRequest for Quotation (RFQ) transactions that the supplier is involved in or is invited to by Scholastic. It provides a quick summary to easily monitor the status and responses.Request for Quote (RFQ)Receiving an Invite for a NegotiationThe Scholastic Sourcing group has the ability to invite vendors to bid on projects through theSupplier Portal. If your organization is invited to a negotiation, you will receive an email as well as a notification in the Supplier Portal.The email invitation will include a PDF overview of the project. There is also a link that will take you directly to the RFQ in the Supplier Portal.Viewing the RFQYou can view the RFQ by clicking on the link the email notification. Another option is to go to the Supplier Portal and navigate to the Negotiations tab. Click on the negotiation number inquestion.This will bring up the RFQ cover page with the time remaining to respond displayed. On the left hand side of the RFQ, you will see links to the different components of the RFQ.Click on the Overview link. This will bring up the Overview page, which has key dates tied to the RFQ. On the right hand side, you will find attachments to the RFQ. The attachment will have the requirements for the RFQ along with instructions, quantities, and any other relevant information.Click on the Lines link. This will bring up the line items tied to the RFQ. In some cases, due to complex requirements, there will be one placeholder line visible with the advanced requirements included in an attachment.Creating a ResponseWhen you decide to bid on an RFQ, you must first acknowledge that you will participate. You can do this from the Negotiations dashboard by scrolling to the “Open Invitations” section. Highlight the negotiation, and click on the Acknowledge Participation button.This will bring up the Acknowledge Participation popup. You can select Yes or No, and enter a comment to the Scholastic buyer.At this point, if you refresh the Negotiations dashboard, you will see YES listed in the ‘Will Participate’ column. You can create your response by highlighting the Negotiation and clicking on the Create Response button.Another way to create a response is to open the RFQ and click on the Create Response button on the upper right hand sideThis will bring up the response page. Enter the quote expiration date, an internal quote number if you have one, and any notes to the buyer. You can also attach any correspondence by clicking on the + sign next to Attachments.You can attach more than one file by clicking on the + sign.Once you attach a file, it will show up on the main screen. You can remove the attachment by clicking on the X next to the file name. Hit Save and then Next.This will bring you to the “Lines” screen. Enter unit costs for the lines along with a Promised Ship Date.For most negotiations, the Scholastic buyer will give the supplier an option to create your own line by clicking on the + sign under Create Alternate. This is especially useful if you want to incorporate a unique idea or proposal.On the Alternate Line screen, you are required to enter a description, response price, and response quantity. You can enter a note to the buyer and also attach files to the alternate line.After hitting Save and Close, the alternate line will be added to the RFQ response.Hit Save and Next. This will bring you to the Review screen, where you can view the response as a whole. There are tabs for the Overview and Lines. When you are ready to submit the response to Scholastic, hit Submit.You will receive confirmation that the response was submitted.Award DecisionAfter the Scholastic buyer receives all bids, they will award either the whole job, or part of the job.If you are selected, you will receive an email notification as well as an Oracle notification confirming which lines of the negation were awarded to you. If you are not selected, it’s up to the Scholastic buyer if they want to inform the suppliers systematically that were not selected. You would receive a similar alert, but t he awarded lines amount will be “0”.Clicking on the notification will bring up the award decision. In the screenshot below, one line was awarded.Here is a screenshot of an award decision where nothing was awarded:Another way to view the outcome of the RFQ is to go to the Negotiations home screen. Scroll down to Completed Negotiations. The little green circle with a check mark indicates that the bid was awarded, while the note “No award” in the amount signifies that your bid was not accepted.Purchase Orders (PO)PO NotificationWhen a Scholastic purchase order is issued, you will receive an email notification with a PDFattachmentIf an acknowledgment is required, the email subject will include “Requires Acknowledgment”. A notification alert will also be displayed at the top of Supplier Portal to note an action is required.When a “R evised” PO is received, the email subject will include the “Revision #”Review PO DetailsOpen the attachment in the email to view a PDF of the purchase order. Additionally, on the “Orders” overview tab in the Supplier Portal, all recent PO’s will be listed under “Opened”. You will have the option of viewing a PDF, opening the order for acknowledgment, as well as updating the order with a confirmed promised ship date.Acknowledge a POSome Scholastic POs will require a supplier acknowledgment within the Portal. The PO will not be considered “open” until the Supplier completes the acknowledgment process. If a PO requires acknowl edgment, the email subject will note “Requires Acknowledgement”. You can acknowledge the PO from the link in the email or log into the supplier portal and click on the “Pending Acknowledgment” link in the Watch list.Note: A notification alert will pop-up as well as a task in the “Work list”. While both of these serve as links to the PO, it is suggested to acknowledge an order by using the link in the “Watch List”, as this method is most efficient.A “Manage Orders” screen will be displayed with all orders pending acknowledgement. Click on an order #.The PO header and details will be displayed. At the top right of the screen, select the “Acknowledge PO” button.You may need to acknowledge both the order (under “Terms”) and each Schedule line. You are given the option to “Accept” or “Reject”. Please only “Accept” the PO using this process. If there is something wrong with the order, please reach out to your Scholastic buyer via email or phone.In the top right hand corner, hit “Submit”Then hit “OK” and “Done” to close out of the order.The acknowledgment has been sent back to Scholastic and the order status is now “Open”.Enter/Revise a Promised Ship Date for a ScheduleOn every order, we send a “Requested Ship Date”. We expect that every supplier will respond with a “Promised Ship Date” confirming when you can ship. These dates are loaded into the Scholastic system for reporting purposes, so it’s i mportant that they are populated for every order and kept up to date.From the “Orders” or “Schedules” tab, select an order to edit:This brings you to the PO screen. The top part contains the PO header information with your supplier information. The “Lines” and Schedules” tabs at the bottom contain the PO detail.In the previous screenshot, the requested ship date is 4/26/18. However, the promised ship date is blank. In order to enter a new promised ship date or revise an existing promised ship date, click the “Actions” button on the top right of the screen and select “Edit”.A warning message pops up to confirm that any action will create a change order. Click “Yes”.In the “Schedules” tab, enter a new promised ship date and a change reason if applicable.Enter a description of the change order you made at the top o f the PO and then hit “Submit”.Note: Hitting “Save” will save your work, but will not send the updated date back to Scholastic. You must select “Submit”.After hitting “submit”, a popup message confirms that your changes have been sent to Scholastic. We will reach out to you with any questions.Manage SchedulesTo search and view all orders and schedules, select the task button while in the Overview screen in the supplier portalIt opens up a tab on the right side with a number of options. Under “Orders”, select “Manage Schedules”.The Manage Orders screen allows you to search all PO Schedules, open or closed. The default search is “All”, but you can search using a number of parameters, as well as setup custom searches. You can also easily tell which schedules don’t have a “Promised Ship Date” by sorting the field. In fact, all of the fields are sortable.Order Life CycleWhen you select a PO to view or edit, the “Order Life Cycle” graph can be found on the top right of the screen. It is a graphical view of the dollar amount ordered, received, delivered, and invoiced. Select “View Details” for additional information.The Order Life Cycle now displays a complete order summary including in-transit shipment information (pulled in from our OTM module), receipt dates, and invoice status.InvoicesCreate and Submit an InvoiceThe Scholastic Supplier Portal allows you to submit invoices directly to Scholastic. Processing your invoices through the supplier portal will increase the speed that your payment isprocessed. In the task list, select “Create Invoice”.In the “Create Invoice” section, s elect an order from the “Identifying PO” drop down list. This will populate most of the fields. Then enter y our internal “Invoice Number” and today’s date.In the “Items” section, hit the “Select and add” button to choose the PO lines you’d like to add to the invoice.Select the line(s) and hit “Apply”.Then hit “OK”. The item(s) has been added to the invoice.In the quantity field, enter the shipped quantity.Note: This version of Oracle Cloud does not allow overage to be invoiced. Theinvoiced quantity cannot exceed the order quantity. We are working with Oracle to correct this in a future release. For now, please work with the buyer to revise the PO when the shipped quantity exceeds the ordered amount, or add the overage amount as a miscellaneous cost under “Shipping and Handling” at the bottom of the invoice.In the Location of Final Discharge, enter the tax Province to capture the correct tax code.Once all the line items have been added to the Invoice, click on the Calculate Tax Button. Your taxes should now be calculated on the Invoice.Note: if you calculate tax after only one line item is picked, it will not work on anysubsequent line items.Miscellaneous ChargesHit the “Add” button under “Shipping and Handling” and select “Miscellaneous”. Enter an amount and descriptionNote: Freight is not a viable option as all of our shipments should route through the Scholastic Logistics group via the OTM system.Hit “Submit” to send the invoice to ScholasticA pop-up message will confirm that the invoice has been submittedCreate Invoice without POFor services completed where a Scholastic PO wasn’t issued, please submit an invoice using the “Create Invoice without PO”.On the invoice header, enter your invoice number, today’s date, and attach any pertinent documents. You must also enter the email address of the buyer at Scholastic who will receive and approve the invoice.Must be TODAYS DATEFor the invoice details, hit the + icon to add a line. Select a ship to and Location of Final Discharge, enter an amount and a description of the services provided.To add taxes, hit the “Calculate Tax” button.Note: Location of Final Discharge much be populated in order to calculate taxes on the invoice.Add miscellaneous charges at the bottom under “Shipping and Handling”.Hit “Submit” at the top of the screen and you’ll receive a confirmation message that your invoice has been submitted.To search for all submitted invoices, o n the Task Menu, select “View Invoices”Select your “Supplier” name, and hit search. You can use the fields to narrow your search as well as create custom searches. You can see the Invoice Status, as well as a Payment Number to confirm that a payment has been made against your invoice. Please note that all of these columns can be sorted.To search for invoice payment status, on the Task Menu, select “View Payments”Select your “Supplier” name, and hit search. You can use the fields to narrow your search as well as create custom searches. You can also see the payment status to confirm that a payment has been made. Select a “Payment Number” to see the complete detai ls of the payment.Complete payment detail will be displayedSupplier PreferencesOn the home page, select “Set Preferences”Select “Regional” in the General Preferences list to review the option to update your date and time format, preferred number format, primary currency, and time zone.Select “Save and Close” when finished.Select “Language” to change the primary language of the website. The default is “American English”。

目录第1章产品概述 (1)1.1系统概述 (1)1.2主要功能 (1)1.3产品接口 (2)1.4操作流程 (3)1.4.1 新用户操作流程 (3)1.4.2 老用户操作流程 (6)1.5应用准备 (6)第2章经理自助 (7)2.1人事业务 (7)2.2考勤管理 (9)2.3招聘需求 (16)2.4培训管理 (18)2.5合同管理 (20)2.6组织机构图 (21)2.7经理查询 (22)2.8经理报表 (24)第3章员工自助 (28)3.1我的首页 (28)3.2我的信息 (30)3.3我的工资 (34)3.4我的考勤 (36)3.5我的合同 (41)3.6我的培训 (42)第4章配置管理 (46)4.1人员信息查找配置 (46)4.2工资福利模板配置 (47)4.3人员信息权限配置 (48)24.4固定模板配置 (50)第1章产品概述1.1 系统概述自助应用分为经理自助及员工自助两部分。

经理通过经理自助，参与人力资源管理业务、查询相关信息。

提供的功能包括人员信息查询、组织机构图浏览、分析报表的查看、人员合同信息查询、招聘需求的提出、培训需求的提出、人事变动业务和考勤业务的申请。

员工通过员工自助，参与人力资源管理业务、查询相关信息。

提供的功能包括个人基本信息维护、相关信息（其他员工信息查询，本人考勤、薪资、个人所得税、保险福利、培训档案、人事合同信息）查询、提交培训需求、提交人事变动业务和考勤业务申请等。

自助系统全面支持工作流。

1.2 主要功能经理自助●经理查询：查询部门、人员、岗位信息。

可基于组织查下级组织的信息、查组织下岗位的信息、查组织下人员的信息；可基于岗位查岗位下级岗位的信息、查岗位下人员的信息；可自定义条件查询人员信息。

在部门、人员、岗位列表，提供相应的卡片超链，分别显示部门、人员、岗位职务等的详细信息，该详细信息可在C/S端报表中通过卡片自定义。

●组织机构图：浏览公司的组织机构图及职位体系图，可纵向展示，也可横向展示，还可选择展示的层级。