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| | | {"name": "联系人", "module": "销售管理", "table": "crm_contact", "doc": "客户下联系人，与商机多对多", "upstream": ["客户"], "downstream": ["商机"], "keywords": "联系人 contact"}, |
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| | | {"name": "商机", "module": "销售管理", "table": "crm_business", "doc": "销售机会，DB 配置式阶段推进，结束态: 赢/输/无效", "upstream": ["客户"], "downstream": ["报价单", "合同"], "keywords": "商机 business 赢单 输单 阶段"}, |
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| | | {"name": "报价单", "module": "销售管理", "table": "crm_sale_quotation", "doc": "QT编号，选 MDM 物料报价，AI OCR 录入，草稿→已转合同", "upstream": ["商机"], "downstream": ["合同"], "keywords": "报价 quotation QT"}, |
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| | | {"name": "合同", "module": "销售管理", "table": "crm_contract", "doc": "HT编号，BPM 审批(0草稿/10审批中/20通过/30驳回/40取消/50作废)，通过后可生成销售订单", "upstream": ["报价单"], "downstream": ["销售订单", "回款计划", "开票"], "keywords": "合同 contract 审批"}, |
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| | | {"name": "合同", "module": "销售管理", "table": "crm_contract", "doc": "HT编号(新增/编辑均可自定义，留空则新增自动生成、编辑保持原编号)，BPM 审批(0草稿/10审批中/20通过/30驳回/40取消/50作废)，通过后可生成销售订单", "upstream": ["报价单"], "downstream": ["销售订单", "回款计划", "开票"], "keywords": "合同 contract 审批"}, |
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| | | {"name": "发票", "module": "销售管理", "table": "crm_invoice", "doc": "KP编号，BPM 审批，累计开票≤合同额，附件必传", "upstream": ["合同"], "downstream": ["回款"], "keywords": "开票 发票 invoice"}, |
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| | | {"name": "回款", "module": "销售管理", "table": "crm_receivable", "doc": "HK编号，创建即审批中(手动审核)，强制先开票，金额双校验", "upstream": ["合同", "发票"], "downstream": ["收款单(关联)"], "keywords": "回款 收款计划 receivable"}, |
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| | | {"name": "销售目标", "module": "销售管理", "table": "crm_sales_target", "doc": "年/季/月×个人/部门/产品维度的合同回款等目标", "upstream": [], "downstream": ["业绩统计"], "keywords": "目标 target 业绩"}, |
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