| | |
|---|
| | | {"key": "crm", "name": "销售管理（客户关系）", "color": "#4f9cff", "tag": "CRM", "flow": "sales", |
|---|
| | | "positioning": "销售前端：从线索到回款的客户经营", |
|---|
| | | "problem": "客户资产沉淀、商机转化、合同审批与开票回款管控", |
|---|
| | | "features": ["线索转化客户", "公海池与领取上限", "联系人", "商机自定义阶段", "跟进记录", "报价单(AI OCR)", "合同(BPM审批→生成销售订单)", "开票(BPM)→回款(先开票校验)", "回款计划", "销售目标", "数据权限三级(负责人/只读/读写)"], |
|---|
| | | "features": ["线索转化客户", "公海池与领取上限", "联系人", "商机自定义阶段", "跟进记录", "报价单(AI OCR)", "合同(BPM审批→生成销售订单·支持Excel导入)", "开票(BPM审批·支持Excel导入·同一批数据不可重复导入)→回款(先开票校验)", "回款计划", "销售目标", "数据权限三级(负责人/只读/读写)"], |
|---|
| | | "objects": ["线索", "客户", "联系人", "商机", "报价单", "合同", "发票", "回款", "销售目标"], |
|---|
| | | "roles": ["销售内勤", "销售经理", "财务(开票回款)"], |
|---|
| | | "upstream": ["主数据(物料)"], "downstream": ["进销存(销售订单)", "售后(客户)", "AI(报价OCR)"], |
|---|
| | |
|---|
| | | "roles": ["采购员", "销售员", "出纳", "会计"], |
|---|
| | | "upstream": ["CRM(合同)", "SRM(定标)", "主数据"], "downstream": ["生产(MPS)", "仓储(收发)"], |
|---|
| | | "coreTables": ["erp_purchase_request", "erp_purchase_order", "erp_purchase_invoice", "erp_finance_payment", "erp_sale_order", "erp_finance_receipt", "erp_account"]}, |
|---|
| | | {"key": "finance", "name": "财务管理（会计核算）", "color": "#3ec9a7", "tag": "FIN", "flow": "finance", |
|---|
| | | "positioning": "独立核算模块：会计核算 + 资产核算 + 财务报表看板（与 ERP 进销存财务单据分离，yudao-module-finance）", |
|---|
| | | "problem": "进销存只管单据不管账，缺少会计科目/凭证/账簿与资产折旧摊销沉淀，无法出账表与资产净值", |
|---|
| | | "features": ["会计科目树(约68条一级科目种子·可建下级)", "记账凭证(字号自动生成·分录借贷平衡前后端双重校验)", "凭证状态机 未过账0→过账10/作废20，已过账不可改", "总账按期间逐月汇总", "明细账逐条分录并结转余额", "固定资产+计提折旧", "无形资产+计提摊销", "会计核算看板(收支/资产/凭证/月度趋势)", "附件走系统附件中心 recordType=fin_voucher"], |
|---|
| | | "objects": ["会计科目", "记账凭证", "凭证分录", "固定资产", "无形资产"], |
|---|
| | | "roles": ["会计", "财务主管", "资产会计", "管理层"], |
|---|
| | | "upstream": ["进销存(ERP 已审核收货/付款/购销单据)"], "downstream": ["财务报表看板", "BI 管理驾驶舱"], |
|---|
| | | "coreTables": ["fin_account_subject", "fin_voucher", "fin_voucher_entry", "fin_fixed_asset", "fin_intangible_asset"]}, |
|---|
| | | {"key": "pro", "name": "生产管理", "color": "#e0b34f", "tag": "MES-PRO", "flow": "production", |
|---|
| | | "positioning": "生产执行核心：计划-工单-任务-报工", |
|---|
| | | "problem": "订单到车间执行的逐层拆解与过程可控", |
|---|
