Operation Guide [Master Maintenance] 7th Edition2011/10/28 4 Change with adding [Send Mail] function...
Transcript of Operation Guide [Master Maintenance] 7th Edition2011/10/28 4 Change with adding [Send Mail] function...
ProChemist
Operation Guide
[Master Maintenance]
7th Edition
NEC Corporation
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Revision History
Date Editi
on
Revised Reason
2009/07/23 1 New
2010/10/28 2 Modify the typos
2011/02/01 3 Revise the explanation of [2.1 Supported OS] and [2.2 Supported Browser]
Add the explanation of Menu Display Master function in [3. Overview]
Add the explanation of [4.6.4.[ Customer Information Entry] Screen]
Add the explanation of [4.7.4.[ Sendmail Settings] Screen]
Add the explanation of [4.13. Menu Display Master]
2011/10/28 4 Change with adding [Send Mail] function in Guide Master
・Screen change of [4.12.1 [Guide Search Condition] Screen]
・Screen change and explanation adding of [4.12.4 [Guide Register] Screen]
2014/10/31 5 Revise the explanation of [2.1 Supported OS] and [2.2 Supported Browser]
2017/9/1 6 ・ [4.7.3. [User Master Register] Screen]
Screen change and explanation adding with adding items
・ [4.8. Business Partner Master]
Screen change
・ [4.8.3. [Business Partner Master Register] Screen]
Explanation change about survey method with stopping of JAMP survey
・ [4.9. Business Partner Department Master]
Screen change
・ [4.9.3. [Business Partner Department Master Register] Screen]
Explanation change about survey method with stopping of JAMP survey
・ [4.10. Business Partner Group Master]
・ [4.11. Business Partner Contact Person Master]
Screen change
・ [4.11.3. [Register Business Partner Contact Person Master] Screen]
Explanation change about survey method with stopping of JAMP survey
・ [4.12. Guide Master]
Screen change
・ [4.12.4[The Information Register] Screen]
Change of a lack of explanation
・ [4.13. Menu Display Master]
・ [4.13.1.[ Menu Display Master Item Setting] Screen]
Screen change
2020/5/27 7 ・[2.1. Supported OS] Revise the OS
・[2.2. Supported browser] Revise the browser
・[4.10.4. [Register Business Partner] Screen] Screen change
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目次
1. Preface ............................................................................................................................................ 1
1.1. Purpose of this Document .................................................................................................... 1
1.2. Contact Information on System Operation ......................................................................... 1
2. Usage Environment ......................................................................................................................... 1
2.1. Supported OS ......................................................................................................................... 1
2.2. Supported Browsers .............................................................................................................. 1
2.3. Screen Size and Character Size ........................................................................................... 1
3. Overview .......................................................................................................................................... 2
4. Operation Instruction for Each Screen ............................................................................................ 4
4.1. Parts Code Conversion Master ............................................................................................. 4
4.1.1. [Parts Code Conversion Master Search Condition] Screen ............................................. 4
4.1.2. [Parts Code Conversion Master Reference] Screen ........................................................ 5
4.1.3. [Parts Code Conversion Master Register] Screen ........................................................... 6
4.2. Item Code Conversion Master .............................................................................................. 9
4.2.1. [Item Code Conversion Master Search Condition] Screen .............................................. 9
4.2.2. [Item Code Conversion Master Reference] Screen ....................................................... 10
4.2.3. [Item Code Conversion Master Register] Screen ............................................................ 11
4.3. Item Series Group Master. ................................................................................................... 13
4.3.1. [Item Series Group Master Search Condition] Screen .................................................... 13
4.3.2. [[Item Series Group Master Reference] Screen........................................................... 14
4.3.3. [Item Series Group Master Register] Screen ................................................................. 15
4.4. Item Series Master ............................................................................................................... 16
4.4.1. [Item Series Master Search Condition] Screen ............................................................... 16
4.4.2. [[Item Series Master Reference] Screen ...................................................................... 17
4.4.3. [Item Series Master Register] Screen............................................................................. 18
4.4.4. [Item Series Organization Register] Screen ................................................................... 19
4.4.5. [Item Series User Master Register] Screen .................................................................... 20
4.4.6. [Item Series Standard Number Register] Screen ........................................................... 21
4.4.7. [Item Series Main Customer Master Register] Screen ................................................... 22
4.5. Company Master .................................................................................................................. 23
4.5.1. [Company Master Search Condition] Screen ................................................................. 23
4.5.2. [Company Master Reference] Screen ............................................................................ 24
4.5.3. [Company Master Register] Screen ............................................................................... 25
4.6. Organization Master ............................................................................................................. 27
4.6.1. [Organization Master Search Condition] Scree ........................................................... 27
4.6.2. [Organization Master Reference] Screen ....................................................................... 28
4.6.3. [Organization Master Register] Screen .......................................................................... 29
4.6.4. [Customer Information Entry] Screen ............................................................................. 31
4.7. User Master ........................................................................................................................... 33
4.7.1. [User Master Search Condition] Screen ......................................................................... 33
4.7.2. [User Master Reference] Screen .................................................................................... 34
4.7.3. [User Master Register] Screen ....................................................................................... 35
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4.7.4. [Sendmail Settings] Screen ............................................................................................ 37
4.8. Business Partner Master ..................................................................................................... 39
4.8.1. [Business Partner Master Search Condition] Screen ..................................................... 39
4.8.2. [Business Partner Master Reference] Screen ................................................................ 40
4.8.3. [Business Partner Master Register] Screen ................................................................... 41
4.9. Business Partner Department Master ................................................................................ 43
4.9.1. [Business Partner Department Master Search Condition] Screen ................................. 43
4.9.2. [Business Partner Department Master Reference] Screen ............................................ 44
4.9.3. [Business Partner Department Master Register] Screen ............................................... 45
4.10. Business Partner Group Master ......................................................................................... 47
4.10.1. [Business Partner Group Master Search Condition] Screen .......................................... 47
4.10.2. [Business Partner Group Master Reference] Screen ..................................................... 48
4.10.3. [Register Business Partner Group Master] Screen ........................................................ 49
4.10.4. [Register Business Partner] Screen ............................................................................... 50
4.11. Business Partner Contact Person Master ......................................................................... 51
4.11.1. [Business Partner Contact Person Master Search Condition] Screen ........................... 51
4.11.2. [Business Partner Contact Person Master Reference] Screen ...................................... 52
4.11.3. [Register Business Partner Contact Person Master] Screen ......................................... 53
4.12. Guide Master......................................................................................................................... 55
4.12.1. [The Information Reference] Screen .............................................................................. 56
4.12.2. [Information Master Reference] Screen ......................................................................... 57
4.12.3. [Guide Confirmation Status] Screen ............................................................................... 57
4.12.4. [The Information Register] Screen .................................................................................. 58
4.13. Menu Display Master ........................................................................................................... 60
4.13.1. [Menu Display Master Item Setting] Screen ................................................................... 60
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1. Preface
1.1. Purpose of this Document
This document describes operating procedure of master maintenance screens for
ProChemist.
1.2. Contact Information on System Operation
If you have any concerns regarding the system operation, contact the following
Helpdesk.
NEC Soft ProChemist/AS Helpdesk < [email protected] >
2. Usage Environment
2.1. Supported OS
This system is available on the following OS.
- Windows 10
2.2. Supported Browsers
This system is available on the following browsers.
- Internet Explorer 11
- Microsoft Edge based on Chromium
2.3. Screen Size and Character Size
All layouts are based on the 1024*768 full screen sizes.
Character size is set to medium as a standard. When you specify other than the
medium character size, the screen display may become fuzzy.
When you use non-Japanese OS, install Japanese fonts. (If Japanese is set for the
displayed items, characters may get garbled when Japanese fonts are not
installed).
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3. Overview
The following masters are available on this system.
1)Parts Code Conversion Master
This is a master to convert Parts Code managed by own department into Parts
Code managed by suppliers to conduct Survey Request.
2)Item Code Conversion Master
This is a master to convert Item Code managed by own department into Item
Code for customers to conduct Survey Reply.
3)Item Series Group Master
This is a master to manage categories of Item and Item Series.
Item Series must belong to any of Item Series groups.
4)Item Series Master
This is a master to manage categories of Item.
Item must belong to any of Item Series.
5)Company Master
This is a master to manage own company information.
6)Organization Master
This is a master to manage own Organization Information.
7)User Master
This is a master to manage user information of the system.
Users must belong to any of organizations.
8)Customer Master
This is a master to manage customers, suppliers, and manufactures
information.
9)Business Partner Department Master
This is a master to manage department information in order to register contact
persons of Business Partners.
Information set can be used as default values at the time of survey request.
10)Business Partner Contact Person Master
This is a master to manage Contact Person of Business Partners.
Information set can be used as default values at the time of Survey Request.
11)Business Partner Group Master
By grouping Business Partners, a Guide can be sent to multiple business
partners collectively using Guide Master.
Business Partner group can be specified as Disclosure Destination of reply data.
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This procedure can save time to deal with the time-consuming tasks to specify
Business Partners one by one.
12)Guide Master
Guide can be sent to the users of this system.
13)Menu Display Master
Menu screen display of this system can be changed in department.
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4. Operation Instruction for Each Screen
4.1. Parts Code Conversion Master
Register, Correction, Deletion and Reference of the Parts Code Conversion Master can be
conducted.
4.1.1. [Parts Code Conversion Master Search Condition] Screen
Click New Register to register.
To refer, correct, or conduct Quotation Register, enter search condition and click Search.
(1) (1 Click Menu to display 4.1.1 [Parts Code Conversion Master Search Condition] screen. Click Menu to display 4.1.1[Parts Code Conversion Master Search Condition] screen
2) Click New Register to register.
4.1.3. [Parts Code Conversion
Master Register] screen is
displayed.
(3) Click Search to refer or to
correct. 4.1.2. [Parts Code
Conversion Master Reference]
screen is displayed
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4.1.2. [Parts Code Conversion Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct or conduct Quotation Register, select Parts and then click the corresponding
button.
(4) Click to conduct
Quotation Register.
Quotation source
information is set and
4.1.3. [Parts Conversion
Master Register] screen
is displayed.
(5) Click to correct.
The information prior to
correction is set and 4.1.3.
[Parts Conversion Master
Register] screen is
displayed.
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4.1.3. [Parts Code Conversion Master Register] Screen
When the following register screen is displayed, enter each item and click Register.
(6) Click Register.
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<Description of Input Item> Underlined items are required to enter.
- System Code : Enter System Code the Item Number is numbered.
- Own Item Number : Enter item numbers of the parts.
- Own Item Number Version: Enter Version of the parts.
- Supplier Code: Enter Supplier Code of corresponding parts as own management code.
- Own Item Number Name (English): Enter the Parts Name in English.
- Own Item Number Name (Local): Enter the Parts Name in Japanese.
- Manufacturer Code (Own): Enter manufacture information of the parts with an own
management code.
- Manufacturer Item Number (Own): Enter a Manufacture Item Number of the parts with an
own management code.
- Manufacturer Code: Enter a Manufacturer Code of the parts.
- Manufacturer Item Number (Single Part): Enter previously surveyed Manufacturer Item
Number.
- Manufacturer Item Number (JAMP): Enter a Manufacturer Item Number when conducting
the survey to business Partner Company.
- Manufacturer Item Name: Enter the name of the parts managed by the manufacture in
local language and English.
- Manufacturer Remarks: Enter the contents of reply on Manufacturer Item Number of the
previous Survey as a memo.
- Manufacturer Item Number Setting Reason: Select either”Supplier Reply” or “Own
Judgment” regarding the reason for setting Manufacturer Item Number (Manufacturer).
- Design Department Remarks: Enter additional comments, etc. for Design Department
when required.
- Design Department Remarks Update User’s Company Code: Enter Company Code of a
user who entered Design Department Remarks.
- Design Department Remarks Update User’s Dept. Code: Enter Department Code of a user
who entered Design Department Remarks.
- Design Department Remarks Update User's Code: Enter Employee Number of a user who
entered Design Department Remarks.
- Material Department Remarks: Enter additional comments for Material Department when
required.
- Material Department Remarks Update User’s Company Code: Enter Company Code of a
user who entered Material Department Remarks.
- Material Department Remarks Update User’s Dept. Code: Enter Department Code of a
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user who entered Material Department Remarks.
- Material Department Remarks Update User Code: Enter Employee Number of a user who
entered Material Department Remarks.
- Delete Flag: Check the box when deleting parts.
- Remarks: Enter other comments, etc. regarding parts
When the following screen is displayed, Register is completed.
(7) Back to 4.1.3. [Parts Code Conversion
Master Register] screen
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4.2. Item Code Conversion Master
Register, Correction, Deletion and Reference of Item Code Conversion Master can be
Conducted.
4.2.1. [Item Code Conversion Master Search Condition] Screen
Click New Register to register.
To refer, correct or conduct Quotation Register, enter Search Condition and click Search.
(1) Click Menu to display
4.2.1[Item Code Conversion
Master Search Condition]
screen.
(2) Click New Register to
register. 4.2.3. [Item Code
Conversion Master Register]
screen is displayed.
(3) Click Search to refer to or
correct. 4.2.2 [Item Code
Conversion Master Reference]
screen is displayed.
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4.2.2. [Item Code Conversion Master Reference] Screen
When clicking Search, the following screen is displayed and registered contents can be
referred to.
To correct or conduct Quotation Register, select an item and then click the corresponding
button.
(4) Click to conduct Quotation
Register. Quotation source
information is set and 4.2.3.
[Item Code Conversion
Master Register] screen is
displayed
(5) Click to correct.
The Information prior to
correction is set and 4.2.3.
[Item Code Conversion
Master Register] screen is
displayed.
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4.2.3. [Item Code Conversion Master Register] Screen
When the following register screen is displayed, enter each item and click Register.
(6) Click Register.
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<Description of Input Item> Underlined items are required to enter.
- System Code : Enter System Code the Item Number is numbered.
- Own Item Number : Enter Item Number of the item.
- Own Item Number: Enter a Version of the item.
- Manufacturer Code : Enter Manufacture Code (Own Code) when disclosing to business
partner company.
- Manufacturer Item Number (Single Part) : Enter previously surveyed Manufacturer Item
Number.
- Manufacturer Item Number (JAMP) : Enter Manufacturer Item Number when disclosing to
business partner company.
- Manufacturer Item Name: Enter the name of parts in local language and English.
- Item Series Code : Enter Item Series Code of the item.
- Delete Flag: Check the box when deleting the item.
When the following screen is displayed, Register is completed.
(7) Back to 4.2.3. [Item Code Conversion
Master Register] screen
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4.3. Item Series Group Master.
Register, Correction, Deletion and Reference of Item Series Group Master can be
conducted.
4.3.1. [Item Series Group Master Search Condition] Screen
Click New Register to register.
To refer, correct or conduct Quotation Register, enter Search Condition and click Search.
(1) Click Menu to display 4.3.1
[Item Series Group Master
Search Condition] screen.
(2) Click New Register to
register.4.3.3. [Item Series
Group Master Register] screen
is displayed.
(3) Click Search to refer or
correct. 4.3.2. [Item Series
Group Master Reference]
screen is displayed.
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4.3.2. [[Item Series Group Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to. To correct or conduct Quotation Register, select Item Series Group and click the
corresponding button
(4) Click to conduct
Quotation Register.
Quotation Source
Information is set and
4.3.3. [Item Series Group
Master Register] screen is
displayed.
(5) Click to correct.
The information prior to
correction. 4.3.3. [Item
Series Master Register]
screen is displayed.
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4.3.3. [Item Series Group Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Item Series Group Code: Enter the Item Series Group Code.
- Administrator’s Company Code: Enter Company Code to which the Item Series Group
administrator belongs to.
- Administrator’s Department Code: Enter Department Code to which the Item Series
Group administrator belongs to.
- Administrator Code: Enter Employee Number of the Item Series Group administrator.
- Delete Flag: Check the box when deleting the Item Series Group.
- Remarks: Enter Remark on Item Series Group when required.
- Item Series Group Name: Enter the name of the Item Series Group in Japanese, English
and Chinese.
- Item Series Group Abbreviated Name: Enter the abbreviated name of the Item Series
Group in Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(6) Click Register.
(7) Back to 4.3.3. [Item Series Group
Master Register] screen.
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4.4. Item Series Master
Register, Correction, and Deletion in Item Series Master can be conducted.
4.4.1. [Item Series Master Search Condition] Screen
Click New Register to register.
To refer, correct and conduct Quotation Register, enter Search Condition and click Search.
(1) Click Menu to display
4.4.1[Item Series Master
Search Condition] screen.
(2) Click Search to refer to or
correct.4.4.2. [Item Series
Master Reference] screen is
displayed.
(3) Click New Register to
register. 4.4.3. [Item Series
Master Register] screen is
displayed.
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4.4.2. [[Item Series Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct or conduct Quotation Register, select Item Series and then click the
corresponding button.
To register or correct an organization which controls Item Series, Standard Item Number
related to users and Item Series, and a Business Partner, click the corresponding button
after selecting Item Series.
(4) Click to conduct
Quotation Register.
Quotation source
information is set and
4.4.3. [Item Series Master
Register] screen is
displayed.
(5) Click to correct.
The Information prior to
correction is set and
4.4.3.
5) Click to correct. The
Information prior to
correction is set and 4.4.3.
[Item Series Master
Register] screen is
displayed.
(6) Click to register
related organizations.
4.4.4. [Item Series
Organization Register]
screen is displayed.
(7) Click to register related
users.4.4.5. [Item Series
User Register] screen is
displayed.
(8) Click to register related
standard item number. 4.4.6.
[Item Series Standard
Number Register] screen is
displayed.
9) Click to register related
business partners.
4.4.7. [Item Series Business
Partner Register] screen is
displayed.
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4.4.3. [Item Series Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Item Series Group Code : Enter the Item Series Group Code related to the item series.
- Item Series Code : Enter the item series code.
- Inquiry Section: Input is not required. (Currently unused item)
- Standard Item Number Check: Input is not required. (Currently unused item)
- Check Main Business Partner: Input is not required. (Currently unused item)
- Delete Flag: Check here when deleting the item series.
- Remarks: Enter remarks on the Item Series Group when required.
- Item Series Name: Enter the name of the Item Series in Japanese, English and Chinese.
- Item Series Abbreviated Name: Enter the abbreviated name of the Item Series in
Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(11) Back to 4.3.3. [Item Series Group
Master Register] scree
(10) Click Register
button
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4.4.4. [Item Series Organization Register] Screen
When the following register screen is displayed, click Add Organization. When a single row
of the entry field for organization information is displayed, enter each item and then click
Register. When registering multiple organizations, click Add Organization again to enter
organization information.
*This setting allows allocating the requests to the registered Contact Persons automatically
when there are requests from the Business Partner about the Item Number.
There must be at least one organization that Department Privilege is set as Item
Superintendence. If it is not set accordingly, Item Series function cannot be used. For
Nondisclosure Item, only the users of the Department registered in Item Series can refer to.
<Description of Input Item> Underlined items are required to enter. - Delete: Check when deleting the organization information. - Company Code : Enter Company Code of the organization. - Department Code : Enter Department Code of the organization. - Department Privilege: Enter Privilege of the department.
Item Superintendence: System operations related to items can be performed such as Item Composition Register, Item Aggregation, Item Register, Disclosure Approval, Survey Reply, etc. Design: Same as above. Sales: Only Item Disclosure Approval and Survey Reply can be performed.
- Remarks: Enter Remark on the organization information when required. When the following screen is displayed, Register is completed.
(12) Single row to enter organizations is
added
(13) Click Register button
(14) Back to 4.4.4. [Item Series
Organization Register] screen.
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4.4.5. [Item Series User Master Register] Screen
When the following register screen is displayed, click Add User. When a single row of the
entry field for user information is displayed, enter each item and then click Register. When
registering multiple users, click Add User again to enter user information.
*It is recommended to manage using Organization Register for Item Series. This function is
assumed to give privileges to refer or update the items in the Item Series to the particular
individual users unable to be managed by the above organizations.
<Description of Input Item> Underlined items are required to enter. - Delete: Check when deleting the user information. - Company Code : Enter Company Code of the user. - Employee Number: Enter Employee Number of the user. - Department Privilege :Enter privilege of the user.
Item Superintendence: System operations related to items can be performed such as Item Composition Register, Item Aggregation, Item Register, Disclosure Approval, Survey Reply, etc. Design: Same as above Sales: Item Disclosure Approval and Survey Reply can only be performed.
- Remarks: Enter Remarks on the user information as necessary. When the following screen is displayed, Register is completed.
(15) One row to enter users is added
(16) Click Register button.
(17) Back to 4.4.5.[Item Series User
Master Register] screen.
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4.4.6. [Item Series Standard Number Register] Screen
When the following register screen is displayed, click Add Standard Item Number.
When a single row of the entry field for Standard Item Number information is displayed,
enter each item and then click Register.
When registering multiple Standard Item Numbers, click Add Standard Item Number again to
enter Standard Item Number information.
<Description of Input Item> Underlined items are required to enter.
- Delete: Check when deleting Standard Item Number information.
- Standard Item Number: Enter Standard Item Number.
- Remarks: Enter remarks on the Standard Item Number information when required.
When the following screen is displayed, Register is completed.
(18) One row to enter standard item
number is added
(19) Click Register button.
(20) Back to 4.4.6.[ Item Series Standard
Number Register] screen.
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4.4.7. [Item Series Main Customer Master Register] Screen
When the following register screen is displayed, click Add Business Partner.
When a single row of entry field for Business Partner information is displayed, enter each
item and then click Register.
When registering multiple Business Partners, click Business Partner again to enter
Business Partner information.
<Description of Input Item> Underlined items are required to enter.
- Delete:
Check when deleting the Business Partner information.
- Customer Code : Enter Customer Code of Business Partner.
- Remarks: Enter remarks on Standard Item Number information when required.
When the following screen is displayed, Register is completed.
(21) One row to enter business partners is
added。
(22) Click Register
(23) Back to 4.4.7. [Item Series Main
Customer Master Register] screen
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4.5. Company Master
Register, Correction, and Deletion in Company Master can be conducted.
4.5.1. [Company Master Search Condition] Screen
Enter search condition to refer, correct and then click Search.
(1) Click Menu to display 4.5.1
[Company Master Search
Condition] screen.
(2) Click Search to refer or
correct.
4.5.2. [Company Master
Reference] screen is displayed.
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4.5.2. [Company Master Reference] Screen
When clicking Search, the following screen is displayed to refer to the registered contents.
To correct, please select a company and then click the corresponding button.
(3)Click to correct. The Information prior to
correction is set and 4.5.3.[Company Master
Register] screen is displayed.
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4.5.3. [Company Master Register] Screen
When the following register screen is displayed, enter each item and then click Correct.
<Description of Input Item> Underlined items are required to enter.
- Company Code : Enter Company Code(Non-editable).
- JAMP Member Company ID: When a business partner is a JAMP Member, enter the
member number.
- CII Company ID: When a business partner is registered in CII, enter the company ID.
- DUNS Company ID: When a business partner is registered in DUNS, enter the company
ID.
- Teikoku Databank Company ID:Databank, enter the company ID.
When a business partner is registered in Teikoku
- Supplier WEB Company ID: When a business partner uses ProChemist/AS, enter ID
issued by NEC Soft, Ltd.
- GP Company ID (Issuing Organization ID/Company ID): When a business partner is
(4) Click Correct button.
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JAMP-GP member, enter the ID with the format [Issuing Organization Code registered in
JAMP-GP + “/” + ID].
- Company Telephone Number: Enter Company Telephone Number.
- Company FAX Number: Enter Company FAX Number.
- Language Company Section: When the displaying language of the system is set for
each company, select a language.
- Delete Flag: Check the box to delete the company data.
- Remark: Enter remarks when required.
- Company Name: Enter the Company Name in Japanese, English and Chinese.
- Company Abbreviation: Enter the Company Abbreviation in Japanese, English and
Chinese.
- Company Address: Enter the Company Address in Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(5) Back to 4.5.3. [Company Master
Register] screen.
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4.6. Organization Master
Register, Correction, and Deletion of Organization Master can be conducted.
4.6.1. [Organization Master Search Condition] Scree
Click New Register to register.
To refer, correct or conduct Quotation Register, enter search condition and then click
Search.
(1) Click menu and 4.6.1
[Organization Master Search
Condition] screen is displayed.
(2) Click Search to refer or
correct. 4.6.2. [Organization
Master Reference] screen is
displayed.
(3) Click New Register to
register.
4.6.3. [Organization Master
Register] screen is displayed.
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4.6.2. [Organization Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct or conduct Quotation Register, select an organization and click the corresponding
button.
(4) Click to conduct
Quotation Register.
Quotation source
information is set and
4.6.3. [Organization
Master Register] screen
(5) Click to correct. The
information prior to
correction is set and 4.6.3.
[Organization Master
Register] screen is
displayed.
(6)Click when
connecting customer to
department. Then
4.6.4.[Customer
Information Entry] screen
is displayed
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4.6.3. [Organization Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Company Code : Enter Company Code.
- Department Code : Enter Department Code.
- Belonging Organization Code: Input is not required.
- Belonging Organization Level: Input is not required.
- Language Section: When setting the display language of the system for each organization,
select a language.
- Organization Telephone Number: Enter Organization Telephone Number.
- Organization FAX Number: Enter Organization FAX Number.
- Representative E-mail Address: Enter E-mail Address of the organization representative.
(7) Click Register
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- Upper Level Dept. Code: Input is not required.
- Delete Flag: Check the box when deleting the department data.
- Remarks: Enter Remarks when required.
- Department Name: Enter the Department Name in Japanese, English and Chinese.
- Abbreviated Department Name: Enter the Abbreviated Department Name in Japanese,
English and Chinese.
- Organization Address: Enter the Organization Address in Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(8) Back to 4.6.3. [Organization Master
Register] screen.
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4.6.4. [Customer Information Entry] Screen
When clicking Customer Information Entry button, the following screen is displayed and
register customer in every department. Count E-mail notification and menu guide number
when connected customer send survey request to users of responsible department.
<Description of Input Item> Underlined items are required to enter.
- Delete: Check the box when deleting the customer information。
- Supplier Code:Enter Supplier Code。
- Remarks: Enter Remarks of the customer information when required.
When the following screen is displayed, Register is completed.
(9).A row to enter customer information
is added.
(10) Click Register.
(11) Back to 4.6.4 [Customer
Information Entry] Screen
32
Department Code Supplier Code Explanation
001(○×Sales
department)
A001(A Electric)
When A Electric send survey request, item
survey request E-mail will be sent to users
of ○×Sales department
002(○△Sales
department)
B001(B Business)
When B Business send survey request,
item survey request E-mail will be sent to
users of ○△Sales department.
※Besides, when C001(C company) which didn’t register above-mentioned connection send
survey request, item survey request E-mail will be sent to users of both ○×Sales department
and ○△Sales department.
<Setting Example>
Notification example when registering customer information as follows
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4.7. User Master
Register, Correction, and Deletion of User Master can be conducted.
4.7.1. [User Master Search Condition] Screen
To refer, correct, enter search condition and click Search.
(1) Click the menu and 4.7.1
[User Master Search
Condition] screen is displayed.
(2) Click to refer or correct.
4.7.2. [User Master Reference]
screen is displayed.
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4.7.2. [User Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct, please select a user and then click the corresponding button.
(3) Click to conduct Quotation
Register. Quotation source
information is set and 4.7.3. [User.
Master Register] screen is
displayed.
(4) Click to correct the
information prior to
correction is set and 4.7.3.
[User Master Register]
screen is displayed.
35
4.7.3. [User Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Company Code : Enter Company Code.
- User CD : Enter Employee Number.
- Language Type for Usage : When setting the displaying language on the system for each user,
select a language.
- E-mail Address : Enter E-mail Address of the user.
- Department Code : Enter Department Code of organization which the user belongs to.
- Organization Telephone Number: Enter Telephone Number of organization which the user
(5) Click Register.
36
belongs to.
- Organization FAX Number: Enter Organization FAX Number which the user belongs to.
- Department Name: Enter the Department Name of organization which the user belongs to.
n Japanese, English and Chinese.
- Organization Address: Enter the organization location which the user belongs to in
Japanese, English and Chinese.
- User Privilege: Select the corresponding User Privilege from the followings; 1: Contact
Person, 2: Department Manager, 8: Company Group Manager, 9: System Administrator.
- Delete Flag: Check the box when deleting the corresponding user.
- Remarks: Enter remarks when required.
- User Name: Enter the corresponding User Name in Japanese, English and Chinese.
- User Abbreviation: Enter the corresponding User Abbreviation in Japanese, English and
Chinese.
-Office Code: Enter the corresponding User Office Code.
-Office Code Type: Enter the corresponding User Office Code Type.
When the following screen is displayed, Register is completed.
(6) Back to 4.7.3. [User Master Register]
screen
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4.7.4. [Sendmail Settings] Screen
Set Send mail Interval, Send mail Count in notification E-mail and click Register.
<Description of Input Item> Underlined items are required to enter.
- Sendmail Interval: Select Sendmail Interval (Specify day).
- Sendmail Count: Notice by specified count.
※When not specifying Sendmail Count, it will be sent continually until the reply of survey
request is completed.
When the following screen is displayed, Register is completed.
(7) Click Register.
(8) Back to 4.7.4.[Sendmail Settings]
Screen.
38
Date Item
Number
Explanation
4/1 A-001 Receive “Distribution Waiting Report” mail with Item Number
“B-001” in 4/2
4/2 B-001 Receive “Distribution Waiting Report” mail with Item Number
“B-001” in 4/2
4/8 A-002 Receive “Distribution Waiting Report” mail with Item Number
“A-001”, “A-002”in 4/8
4/9 Receive “Distribution Waiting Report” mail with Item Number
“B-001” in 4/9
4/15 Receive “Distribution Waiting Report” mail with Item Number
“A-002” in 4/15
<Setting Example>
Setting Example of a case that set Sendmail Interval as “7 interval” and
Sendmail Count as “2 times” for Mail Title “Distribution Waiting Report”
39
4.8. Business Partner Master
Register, Correction, and Deletion of Business Partner Master can be conducted.
4.8.1. [Business Partner Master Search Condition] Screen
Click New Register to register.
To refer to, correct, or conduct Quotation Register, enter search condition and click Search.
(1) Click menu and 4.8.1[Business
Partner Master Search Condition]
screen is displayed.
(2) Click Search to refer or
correct.
4.8.2. [Business Partner Master
Reference] screen is displayed.
(3)Click New Register to
register.
4.8.3. [Business Partner Master
Register] screen is displayed.
40
4.8.2. [Business Partner Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct or conduct Quotation Register, select Business Partner and click the
corresponding button.
(4) Click to conduct Quotation
Register. Quotation source
information is set and 4.8.3.
[Business Partner
Master Register] screen is
displayed.
(5) Click to correct.
Information prior to
correction is set and 4.8.3.
[Business Partner Master
Register] screen is
displayed.
40
41
4.8.3. [Business Partner Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Business Partner Company Code : Enter Company Code of Business Partner.
- Company ID : Select a section of Business Partner from “Supplier”, “Supplier and
Customer” or “Customer”.
- JAMP Member Company ID: Enter a Member Company ID when business partner is a
JAMP Member.
- CII Company ID: Enter the Company ID when business partner is registered in CII.
- DUNS Company ID: Enter the company ID when business partner is registered in DUNS.
- Teikoku Databank Company ID: Enter the Company ID when business partner is registered
in Teikoku Databank.
(6) Click Register.
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- Supplier WEB Company ID: Enter the ID issued by NEC Soft, Ltd when business partner is
using ProChemist/AS.
- GP Company ID: When a business partner is JAMP-GP member, enter the ID with the
format [Issuing Organization Code registered in JAMP-GP + “/” + ID]. (Refer to 4.5.3.
[Company Master Register] Screen)
- Survey Method: When business partner is “Supplier” or “Supplier and Customer”, select
Survey Method from the followings: “Supplier WEB Survey”, “E-mail Address Survey”,
“Internal Survey” or “Individual Survey”. It can be changed individually at the time of Survey
Request.
- Contact E-mail Address: Up to 5 E-mail Addresses can be input. A reminder can be sent
via E-mail.
- Language Section: Select Using Language of Business Partner.
Survey Slip can be created with the Using Language selected at the time of Individual
Survey.
It can be changed individually at the time of Survey Request.
- Delete Flag: Check the box when deleting the business partner.
- Remarks: Enter Remarks when required.
- Business Partner Company Name: Enter the Business Partner Company Name in
Japanese, English and Chinese.
- Business Partner Abbreviated Name: Enter the Business Partner Abbreviated Name in
Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(7) Back to 4.8.3. [Business Partner
Master Register] screen.
43
4.9. Business Partner Department Master
Register, Correction, and Deletion of Business Partner Department Master can be
conducted.
4.9.1. [Business Partner Department Master Search Condition] Screen
Click New Register to register.
To refer to, correct, or conduct Quotation Register, enter search condition and click Search.
(1) Click menu and
4.9.1[Business Partner
Department Master Search
Condition] screen is
displayed.
(2) Click Search to refer or
correct .9.2. [Business Partner
Department Master Reference]
screen is displayed.
(3) Click New Register to
register.4.9.3. [Business
Partner Department Master
Register] screen is displayed.
44
4.9.2. [Business Partner Department Master Reference] Screen
When clicking Search, the following screen is displayed and registered contents can be
referred to. When correct or conduct Quotation Register, select Business Partner
Department and click the corresponding button.
(4) Click to conduct Quotation
Register. Quotation source
information is set and 4.9.3.
[Business Partner Department
Master Register] screen is
displayed.
(5) Click to correct. The Information
prior to correction is set and 4.9.3.
[Business Partner Department Master
Register] screen is displayed.
45
4.9.3. [Business Partner Department Master Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Business Partner Code : Enter Company Code of Business Partner.
- Business Partner Department Code : Enter Department Code of Business Partner.
- Survey Method: When business partner is “Supplier” or “Supplier and Customer”, select
Survey Method from the followings “Supplier WEB Survey”, “E-mail Address Survey”,
“Internal Survey” or “Individual Survey”.
Though this is the default value at the time of Survey Request, this can be changed
individually. - Survey Format: Select a Survey when Business Partner is “Supplier” or
“Supplier and Customer”.
Though this is the default value at the time of Survey Request, this can be changed
individually.
- Contact E-mail Address: Up to 5 E-mail Addresses can be input.
A reminder can be sent via E-mail.
- Delete Flag: Check the box when deleting the corresponding business partner department.
- Remarks: Enter Remarks when required.
- Contact Department Name: Enter Business Partner Department Name in Japanese,
English and Chinese.
(6) Click Register.
46
- Business Partner Abbreviated Department Name: Enter the Business Partner Abbreviated
Department Name in Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
7) Back to 4.9.3. [Business Partner
Department Master Register] screen.
47
4.10. Business Partner Group Master
Register, Correction, and Deletion of Business Partner Group Master can be conducted.
4.10.1. [Business Partner Group Master Search Condition] Screen
Click New Register to register.
To refer to, correct, or conduct Quotation Register, enter search condition and click Search.
(1) Click menu to display 4.10.1
[Business Group Master Search
Condition] screen.
(2) Click Search to refer or correct
4.10.2. [Business Partner Group
Master Reference] screen is displayed.
(3) Click New Register to register. 4.10.3.
[Business Partner Group Master Register]
screen is displayed.
48
4.10.2. [Business Partner Group Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct, conduct Quotation Register or register Business Partner, select Business Partner
Group and click the corresponding button.
(4) Click to conduct Quotation
Register Quotation source
information is set and 4.10.3.
[Business Partner Group
Master Register] screen is
displayed.
(5) Click to correct.
Information prior to
correction is set and 4.10.3.
[Business Partner Group
Master Register] screen is
displayed.
(6) Click to register
Business Partner. 4.10.4.
[Register Business
Partner] screen is
displayed.
49
4.10.3. [Register Business Partner Group Master] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined item is required to enter
- Business Partner Group Code : Enter Business Partner Group Code.
- Delete Flag: Check it when deleting the Business Partner Group.
- Remarks: Enter Remarks as necessary.
- Business Partner Group Name: Enter Business Partner Group Name in Japanese,
English and Chinese.
When the following screen is displayed, Register is completed.
(7) Click Register.
(8) Back to 4.10.3. [Register Business
Partner Group Master] screen.
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4.10.4. [Register Business Partner] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Delete: Check it when deleting the Business Partner Information.
- Business Partner Code : Enter Customer Code for Business Partner.
Remarks: Enter Remarks of the Business Partner Information when required.
When the following screen is displayed, Register is completed.
(9) Add Business Partner CD
(11)Click Register button.
(12) Back to 4.10.4. [Register Business
Partner] screen.
(10) Click Batch Register button.
51
4.11. Business Partner Contact Person Master
Register, correction and deletion of Business Partner Contact Person Master can be
conducted.
4.11.1. [Business Partner Contact Person Master Search Condition] Screen
Click New Register to register.
To refer to, correct, or conduct Quotation Register, enter search condition and click Search.
(1) Click the Menu. 4.11.1. [Business Partner
Contact Person Master Search Condition] screen
is displayed.
(2) Click Search to refer or
correct. 4.11.2. [Business
Partner Contact Person
Master Reference] screen
is displayed.
(3) Click New Register to
register 4.11.3 [Register
Business Partner Contact
Person Master] screen is
displayed.
52
4.11.2. [Business Partner Contact Person Master Reference] Screen
When clicking Search, the following screen is displayed and registered contents can be
referred to.
To correct or conduct Quotation Register, select Business Partner Contact Person and click
the corresponding button.
(4) Click to conduct Quotation
Register.
Quotation Source Information
is set and 4.11.3 [Register
Business Partner Contact
Person Master] screen is
displayed.
(5) Click to correct. The
information prior to correction
is set and 4.11.3 [Register
Business Partner Contact
Person Master] screen is
displayed.
53
4.11.3. [Register Business Partner Contact Person Master] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Input Item> Underlined items are required to enter.
- Business Partner Code : Enter Company Code for Business Partner.
- Business Partner Department Code : Enter Department Code for Business Partner.
- Business Partner Contact Person Code : Enter contact person code for Business Partner.
- Survey Method: When Business Partner is “Supplier and Customer”, Survey Method is
selected from “Supplier WEB Survey”, “E-mail Address Survey”, “Internal Survey” or
“Individual Survey”.
Though it is the default value at the time of Survey Request, it can be changed individually.
- Survey Format: Select Survey Format when Business Partner is “Supplier” or “Supplier
and Customer”.
Though it is the default value at the time of Survey Request, it can be changed individually.
- Contact E-mail Address: Up to 5 E-mail Addresses of Business Partner Contact Person
(6)Click Register.
54
can be entered. Remainder can be sent by E-mail.
- Delete Flag: Check it when deleting relevant Business Partner Contact Person.
- Remarks: Enter Remarks when required.
- Business Partner Contact Person Name: Enter the Business Partner Contact Person
Name in Japanese, English and Chinese.
- Abbreviated Business Partner Contact Person Name: Enter the Abbreviated Business
Partner Contact Person Name in Japanese, English and Chinese.
When the following screen is displayed, Register is completed.
(7) Back to 4.11.3 [Register Business
Partner Contact Person Master] screen.
55
4.12. Guide Master
Registering, correcting and deleting Guide can be conducted or Browse Status can be
checked.
(1) When clicking Menu, 4.12.1
[The Information Reference]
screen is displayed.
56
4.12.1. [The Information Reference] Screen
Click New Register to register. To conduct Quotation Register, refer, correct, or browse,
enter search condition and click Search.
(3) Click New Register to
register. 4.12.4.
[The Information Register]
screen is displayed.
(2) Click Search to check
Reference, Correction and Browse
Status.
4.12.2. [Information Master
Reference]
screen
is displayed
57
4.12.2. [Information Master Reference] Screen
When clicking Search, the following screen is displayed and the registered contents can be
referred to.
To correct or conduct Quotation Register, select Guide and click Quotation Register. When
checking Browsing status, select Guide and click Confirm Browse Status.
4.12.3. [Guide Confirmation Status] Screen
Users browsing Guide can be confirmed.
(4) Click when conducting
Quotation Register.
Quotation source
information is set and
4.12.4. [The Information
Register screen is
displayed.
(5) Click when correcting.
Information before
correction is set and
4.12.4.[The Information
Register] screen is
displayed.
(6) Click when confirming
Browse Status.
4.12.3.[Guide
Confirmation Status]
screen is displayed.
58
4.12.4. [The Information Register] Screen
When the following register screen is displayed, enter each item and then click Register.
<Description of Entry Items> Underlined items are required to enter.
- Guide Range : Select sending Guide Range.
Guide for All Users: Send to all the system users.
Guide for Entire Company: Send to particular company in a corporate entity
Guide for Department: Send to all users in particular users.
Guide for Business Partner: Send to Business Partner group created on
Business Partner Group Master Maintenance.
- Guide Target Corporation: Available when “Guide to Entire Company” is selected on Guide
Range.
When Select is clicked, a company in a corporate entity is displayed in
“Select” area.
Then select a receiving company and click [<] button. The selected company is displayed
in “Guide Target” area.
(7) Reflects to the Screen Display
Master when clicking Register.
59
- Guide Target Department: Available when “Guide to Department” is selected.
When select [Guide Target Corporation], click [Guide Target Department], then
department in company is displayed in “Select”. Select send target department and
click [<] button. Selected Department is displayed in “Guide Target”.
- Guide Target Business Partner Group: Available when “Guide to “Guide to Business
Partner” is selected in Guide Range.
When Select is clicked, Business Partner Group is displayed in “Select”.
Select send target Business Partner group and click [<] button. Selected
Department is displayed in “Guide Target”.
- Guide Start Date: Input the start date of period to display Guide on send target screen.
- Guide End Date: Input the end date of period to display Guide on send target screen.
- Title: Input Title of Guide.
Title is displayed on the top screen after logging in.
- Detail: Input contents of Guide.
- Attached File: When you want to send Excel or Word file in addition to “Detail” sentence or
messages, click Browse to select the file to be sent.
- Reply Necessity: Check this when requesting Reply to send Guide.
- Send Mail: Check this when you want to notice send target about guide sent.
※Mail will not be sent immediately after guide registered. It will be sent by batch
processing in Guidance Start Date.
- Delete Flag: Check this when you want to delete registered Guide.
When the following screen is displayed, Register is completed.
<Example: View from Guide Target User side>
(8) Back to 4.12.4. [The Information
Register] screen.
Sender Company
Name is displayed.
Title entered on
Register Screen is
displayed “ Detail” entered on
Register Screen is
display
60
4.13. Menu Display Master
Set display, non-display, display order of menu screen items.
It can be set in [Department Code]
4.13.1. [Menu Display Master Item Setting] Screen
Select changing menu and then click Search.
<Object items of menu selecting>
1) When clicking the Menu,
4.13.1. [Menu Display Master
Item Setting] screen is
displayed.
(2) Select changing menu on
[Menu Select] and then click
Search.
When selecting <Task Menu>, it
can be changed.
When selecting <Guidance>, it
can be changed.
61
<Change Method>
(1)Select the items you want to change from Menu List and then click Edit.
Perform operations on lower layer.
(2) Process items displayed on Display Item.
Non-display: Select items you want to make it non-display from Display Item, then click [>].
It will be shifted to Non-display Item.
(Menu part with * can't be made non-display.)
Display: Select items on Non-display Item, then click [<].
It will be shifted to Display Item.
Change order: Select item on Display Item, then click [↑] or [↓].
The upper (lower) item can be replaced.
(3)When click Update, it will be reflected.
When click Reset, all become initial states.
62
<Setting Example>
With business contact person replying survey request setting not using functions
as non-display, the screen can be displayed as follows.