CN112287019A

CN112287019A - Setting system for hiding field display in UI (user interface) in ERP (enterprise resource planning) system

Info

Publication number: CN112287019A
Application number: CN202011316013.1A
Authority: CN
Inventors: 张平; 任志鑫; 黄美成
Original assignee: Changsha Xiuheng Information Technology Co ltd
Current assignee: Changsha Xiuheng Information Technology Co ltd
Priority date: 2020-11-22
Filing date: 2020-11-22
Publication date: 2021-01-29

Abstract

The invention discloses a field display hiding setting system in a UI (user interface) in an ERP (enterprise resource planning) system, which comprises a data input interface or a field selection interface positioned in the UI; the field display hiding setting system comprises a data input interface or a field selection interface positioned in a UI (user interface); in the UI interface, an operator (a user using ERP software, the same applies below) selects a field to be displayed through an input interface or a field selection interface: the data input interface is used for inputting field names or field serial numbers in the interface; the corresponding method comprises the following steps: inputting numbers or field names in a display authority setting frame to set fields to be displayed; the field selection interface is used for directly setting the field of the material by a user; the interface appears as a check box; the corresponding implementation method comprises the following steps: in a setting box (dialog box, or called as a setting window), a check box is arranged in front of each field, and an operator sets the field to be displayed through the check box; the system has good flexibility, can simplify the UI interface according to the needs, is easy to implement, is more humanized when in use, and meets the requirements of users.

Description

Setting system for hiding field display in UI (user interface) in ERP (enterprise resource planning) system

Technical Field

The invention relates to a field display hiding setting system in a UI (user interface) in an ERP (enterprise resource planning) system.

Background

In an ERP system, material purchasing records are core data, because the fields related to the purchasing records are very many, the general method is that the purchasing records are separately displayed by a plurality of interfaces, if 50 fields exist, 5 page frames are displayed, and each page displays 10 fields.

Therefore, a new field processing system in the UI interface of the ERP system needs to be designed.

Disclosure of Invention

The invention aims to solve the technical problem of providing a field display hiding setting system in a UI interface in an ERP system, which has good flexibility, can simplify the UI interface according to needs, is easy to implement, is more humanized when in use and meets the requirements of users.

The technical solution of the invention is as follows:

a field display hiding setting system in a UI interface in an ERP system is disclosed, wherein the field refers to information related to a purchase object;

the purchased objects are materials, parts, components, modules and the like;

the field display hiding setting system comprises a data input interface or a field selection interface positioned in a UI (user interface);

in the UI interface, an operator (a user using ERP software, the same applies below) selects a field to be displayed through an input interface or a field selection interface:

the data input interface is used for inputting field names or field serial numbers in the interface; the corresponding method comprises the following steps: inputting numbers or field names in a display authority setting frame to set fields to be displayed;

the field selection interface is used for directly setting the field of the material by a user; the interface appears as a check box; the corresponding implementation method comprises the following steps: in a setting box (dialog box, or called as a setting window), a check box is arranged in front of each field, and an operator sets the field to be displayed through the check box;

after the field is selected, the selected state is stored in a background or a client, or simultaneously;

after the field selection is completed, only the field selected by the operator is displayed in the purchasing interface.

In the UI interface, an operator (a user using ERP software, the same applies hereinafter) selects a field to be displayed by:

the method comprises the following steps: in the setting box, a check box is arranged in front of each field, and an operator sets the field to be displayed through the check box;

the method 2 comprises the following steps: inputting numbers or field names in a display authority setting frame to set fields to be displayed;

after selection, the selected state is saved in the background (database server) or the client, or simultaneously;

after the selection is completed, only the fields selected by the operator are displayed in the purchasing interface.

Regarding the data of the page reading database, the data is processed by adopting any one of the following two processing methods:

the method comprises the following steps: before an operator selects a display field, a page reads all field data from a database, and after the operator selects the display field, only the data corresponding to the selected field is displayed in an operation interface; that is, reading all the displayed parts means reading all the fields of data and selecting selected data from all the fields of data to be displayed on the client.

The method 2 comprises the following steps: after the operator selects the display field, the page reads the data corresponding to the selected field from the database and displays the data in the UI. That is, reading a part and displaying a part means that only data of a part of fields is read, and data of other fields is not read from the database.

The initial state of the page is that all fields are displayed, or all fields are not displayed, or common fields are displayed, and the common fields refer to fields preset in ERP software.

The fields include at least 5 of the following names:

units (number, piece, set, double), specifications (such as large, medium and small, color number, color system and the like), each piece of consumption (such as 0.5 represents 2 pieces of clothes in one package box), piece number, loss (such as 1%), total consumption, ex-warehouse quantity (ex-warehouse quantity of a current order), ex-warehouse quantity (non-ex-warehouse quantity of a current order), warehousing quantity (warehousing quantity of a current order), purchasing quantity, non-warehousing (non-warehousing quantity of a current order), use positions (such as shoulder cotton of western-style clothes is used on shoulders), suppliers (supplier names), remarks (information such as supplier telephones and the like), wooden frame numbers (storage address numbers in warehouses), quoted prices (preset prices), purchasing prices (actual prices), historical prices, total non-warehousing (non-warehousing quantity of all orders), total non-ex-warehouse (non-ex-warehouse quantity of all orders), inventory (stock), time of procurement, time of delivery, balance inventory (proposed quantity of procurement), real inventory, size (large, medium, small, etc.), color, number of days of alarm (alarm required for incomplete delivery before delivery, generally set to 3 days), number of remaining days (alarm remaining in few days), whether to approve (factory approval, data not modified after approval), approver, time of approval, estimated delivery time, delivery time (actual delivery time), name of physical distribution, item number (courier number), supplier reply information (text information, notes, etc.), address of receipt, recipient, name of receipt, number of materials (e.g., engine number, internal material ID, display number, etc.), spare fields (spare fields may be plural, for field expansion)

In the field setting box, for operators with different authorities, the fields with authority selection are displayed normally, and the fields without authority selection are displayed in a fading way (the selection is not allowed).

Has the advantages that:

the field display hiding setting system in the UI in the ERP system can realize flexible configuration of material field display through various modes, and brings great convenience to users.

In addition, the ERP software of the invention also relates to a material purchasing information intelligent distribution and collection method based on the order, through the distribution of the material information, the unified processing of the material order by the supplier, and the convenient understanding of all new summary by the supplier or the purchasing party, the purchasing process is greatly simplified, the purchasing process is electronized, and the invention has the following advantages:

(1) the purchasing party can conveniently distribute the material purchasing order in a unified way according to the production order (automatically distribute the material purchasing order);

(2) the supplier can conveniently and uniformly process the received material purchase order;

(3) the purchasing party and the supplier can know the process of the purchasing order in a whole.

Therefore, the method and the system make up for the blank of the purchasing field, and can obviously improve the purchasing efficiency, thereby improving the production efficiency and ensuring the smooth production.

In addition, the material name processing method can be used for conveniently and intelligently classifying materials, can automatically display the material in a pop-up frame when selecting the materials, can directly increase the additional materials from the pasting plate, and is convenient to use, high in efficiency and friendly in interface. The method has good flexibility, can simplify the UI interface according to the needs, is easy to implement, is more humanized when in use, and meets the requirements of users.

Drawings

FIG. 1 is an interface diagram of an operator setting a supplier for a material; a

FIG. 2 is a schematic view of a supplier approval interface;

FIG. 3 is a schematic view of an order processing interface at a supplier end;

FIG. 4 is an APP interface diagram of the purchasing end mobile phone;

FIG. 5 is a schematic diagram of a supplier order taking interface;

FIG. 6 is a schematic diagram of an information viewing interface at the mobile phone end;

FIG. 7 is a diagram illustrating short message notification;

FIG. 8 is an interface for determining display fields by entering data;

FIG. 9 is a field selection dialog diagram;

FIG. 10 is a field selection and display interface;

FIG. 11 is a material record handling interface;

FIG. 12 is a schematic view of a search interface for material records by keywords;

fig. 13 is a UI interface (secondary retrieval interface) of the material record after clicking a certain category (rubber band);

FIG. 14 is a schematic view of a preview window selecting multiple items and popping up in an item interface;

fig. 15 is a schematic diagram of adding a material record copied from an excel table to ERP.

Detailed Description

The invention will be described in further detail below with reference to the following figures and specific examples:

example 1:

a first part:

the purchased objects are materials, parts, components, modules and the like;

The fields include at least 5 of the following names:

As shown in fig. 8, the display field can be determined by inputting data, and the

fields

1,3,4 and 7 are set and selected in the material display authority in the 14 th record for display.

FIG. 9 is a diagram of a dialog box interface with field display rotation, in which the display state can be set by clicking a check box;

a material display selection interface is shown in fig. 10.

A second part:

in the existing ERP system, a production system and a sales system are already electronized, but a material purchasing process cannot be electronized, so that the logistics purchasing process becomes a bottleneck of the ERP system. In the prior art, only methods and software for front-end processing of orders and materials are used, but material purchase order information is sent to a supplier by adopting a traditional method, such as fax, email and the like; after receiving the purchase order, the supplier also returns back to the purchasing party through fax or mail; in fact, one order of one purchasing party needs to use a plurality of materials, so that a plurality of suppliers generally correspond to the order, and one supplier needs to supply a plurality of purchasing suppliers; therefore, the order information processed by both parties is very complicated, and the supply date, price and the like of each material are possibly different, so that both the supplier and the buyer need to spend great effort to manually maintain the material purchase order; furthermore, the progress summary table of each order needs to be established manually, and managers cannot directly control the progress states of each main order (production order) and the material order through an electronic method; therefore, a huge bottleneck exists in the procurement link of the ERP, which restricts suppliers and purchasers, and the production efficiency is seriously affected. In summary, the main problems of the prior art are: purchasing information of a purchasing party is distributed complicatedly, a supplier end processes a material order complicatedly, and the purchasing party and the supplier end master the order information in general difficultly; therefore, there is a need to design a new material purchasing information distribution and collection method and system.

The ERP system also adopts a material purchasing information intelligent distribution and collection method (closely related to field display) based on orders to process material information, and comprises the following steps:

the method comprises the following steps: editing order and material purchasing information;

editing an order by a purchasing operator in an electronic editing interface, wherein the single material consumption in the order forms a material consumption list corresponding to the order, and finally material purchasing information for a specific supplier is formed;

the material purchasing information comprises the name, specification, material quantity and supplier (which can further comprise information such as price) of each material; the material purchasing information is stored in a database server;

step two: distributing material purchasing information;

in an electronic editing interface, a purchasing operator correspondingly distributes material purchasing information to a plurality of suppliers according to the corresponding relation between materials and the suppliers; after the operator operates, the system automatically distributes notifications to the suppliers;

step three: supplier feedback information collection;

the database server collects information fed back by the suppliers; the information fed back includes vendor confirmation information.

In step two, at least one (or a combination of multiple) of the following methods is adopted to distribute the material purchasing information to the suppliers:

the method comprises the following steps: notifying by a short message or voice;

the method 2 comprises the following steps: informing through instant messaging software or a public number platform; instant messaging software such as qq, WeChat, Paibao, etc. notifications;

the method 3 comprises the following steps: notifying by a third party to the platform; the third party notification platform is a transfer platform, and the method 3 is optimized;

the method 4 comprises the following steps: notification by email;

the method comprises the steps of exciting a push instruction and pushing required data information to an instant messaging software server; the data information can be processed notification information, or can be sent order id and server address information, and the instant communication server reads the required purchasing information of suppliers and the like through an interface.

The account information pushed by the WeChat needs openid, the openid and the corresponding mobile phone number need to be obtained in advance and stored, a user can obtain the openid and the mobile phone number by paying attention to a WeChat public number platform, when the mobile phone number is uploaded by a client, the corresponding openid can be found, and the pushing of the information can be completed only by the Openid WeChat.

In step three, the supplier feedback information is collected by at least one (or a combination of) the following methods;

the method comprises the following steps: a supplier logs in software through an authorized account password, enters a supplier operation interface, accesses a data server, and executes the operation of confirming or cancelling a material order; the login can be the access of a webpage end or the access of an applet and the like;

the method 2 comprises the following steps: the supplier executes the operation of confirming or canceling the material order by logging in the third party platform, and the third party platform accesses the data server to execute the operation of confirming or canceling the material order;

the method 3 comprises the following steps: the supplier executes the operation of confirming or canceling the material order by logging in the third party platform, and the data server reads the data of the third party platform at regular time and executes the operation of confirming or canceling the material order;

the method 4 comprises the following steps: the supplier confirms or cancels the order through the reply short message; the telecom operator executes the operation of confirming or canceling the material order to the access data server;

the method 5 comprises the following steps: the supplier accesses the data server to execute the operation of confirming or canceling the material order by logging in the third party platform and the third party platform; this method 5 is a preferred method.

The first step comprises the following steps:

step 1: editing orders and basic information;

and editing information by a purchasing operator in an electronic editing interface, wherein the edited information comprises:

(1) the number of finished products in the order;

the number of finished products comprises the specific number of each code of each color;

such as 1000 boxes, wherein A is 500, B is 300 big codes red, B is 200 big codes blue, the total single corresponds to a plurality of multi-color and multi-codes, and the boxes can be clothes, hats, socks and shoes.

(2) The single piece usage corresponding to each style (style and color code) material;

b, red single dose of big code: 2 big drop, 0.5 outer boxes (representing 2 boxes), …;

(3) supplier information module

Including name, phone, etc.;

step 2: forming a material usage list corresponding to the order;

examples are:

b, red single dose of big code: 2 big hanging tags are arranged;

the total number of the red big-code of the B money is 300, and then the total using amount of the red big-code hang tags of the B money is 600;

the number of the big code B is 200, and the single dosage is 2, so that the total dosage of the big code hangtag of the big code B is 400; the total usage amount of the combined big-code hang tags of the B pattern is 1000;

calculating the specific material usage and the total material usage of each type according to the finished product quantity of the order and the single usage, thereby forming a final material usage list corresponding to the order; the first method is that the local calculation is carried out at the client and then the result is transmitted to the server, and the second method is that the server carries out numerical calculation;

and step 3: forming purchase information for a particular supplier;

in an electronic editing interface, a purchasing operator determines a supplier of each material based on a material usage list corresponding to an order, and forms purchasing information for the specific supplier;

the purchasing information includes the name, specification, material quantity, supplier information, etc. of each material;

the method for reading the material purchasing information by the supplier comprises the following steps:

the supplier uniformly checks the material order information sent by different purchasing parties on the third party notification platform, and uniformly or respectively confirms or cancels the order operation. In this way, the providers do not have to access each server individually, as the databases of different providers may not be in the same server. This greatly facilitates the operation of the supplier.

A supplier login operation module:

a supplier logs in an erp server to perform operations such as purchase confirmation and the like; the vendor operations module may be: the system comprises a hypertext webpage link, a wechat public number platform, a wechat applet, a Paibao applet, a QQ applet platform, an independent app and an independent computer program. After the supplier logs in, the supplier can check information such as material requirements of the purchase contract, and the like, and can perform operations such as confirmation, feedback, ordering and the like on the contract.

And the supplier purchase feedback information reference module is used for writing the data into the erp server by the supplier operation module, and then the user obtains the latest purchase progress by reading the data of the erp server.

An intelligent material purchasing information distributing and collecting system based on orders comprises a data editing module, a data distributing module and a database server;

the data editing module is used for editing the order and the material purchasing information by the purchasing party;

the data distribution module is used for distributing the material purchasing information to suppliers;

the database server is used for storing material purchasing information records and order confirmation information;

the intelligent distribution and collection of the material purchasing information based on the order are realized by adopting the intelligent distribution and collection method of the material purchasing information based on the order.

Referring to fig. 1, the name and amount of a single material in a style are selected

The method comprises the steps of firstly, editing a template in a main interface, secondly, adding materials, and thirdly, selecting the materials from a material library.

And automatically matching the single template material for order division to obtain the total usage.

Selecting suppliers for each material

As shown in fig. 2, purchase information (price, delivery address, delivery time, etc.) is filled in, and after being checked, a notice is sent to the supplier according to the material or according to the supplier.

Sending notification modes, such as email, short message, WeChat public platform, WeChat, qq, Paibao, webpage, and self-contained push platform of android or apple system;

the supplier receives the notice interface (computer side notice) as figure 3;

the notification of the mobile phone end is as shown in fig. 4;

the supplier operates the interface at the computer end as shown in FIG. 5;

the supplier WeChat end operation interface is shown in FIG. 6.

As shown in fig. 7, the material order information is sent to the mobile phone associated with the supplier by the third party platform in a short message manner, and the short message includes the material information of the order.

And a third part:

in the ERP system, material purchasing records are core data, and the newly adding, classifying, selecting and previewing of materials are very basic operations, but the traditional operation steps are complicated, so that the efficiency is very low, and in all, the existing operation mode brings great inconvenience to the use of a user, and the human-to-human interaction is very humanized.

Therefore, a new method for processing the material name in the ERP system is needed.

The ERP system also relates to a material name processing method, and the material name processing method in the ERP system comprises any one of the following methods:

the method comprises the following steps: intelligently classifying materials;

the materials are automatically classified according to the material names, so that the materials of different classes can be classified and displayed in a UI interface;

the method 2 comprises the following steps: adding materials newly by copying texts;

in a material newly-added interface of the ERP, writing material records contained in the information into a material database according to the information from the pasting board to form new material records and displaying the new material records in the material newly-added interface;

the method 3 comprises the following steps: selecting and previewing materials;

in a material processing interface of the ERP, after one or more materials are selected, a new dialog box is popped up to synchronously display the selected materials so that a user can preview all the currently selected materials; the operation and the processing of the user are convenient, and the human-computer interface is more friendly and humanized.

The intelligent material classification method comprises the following steps:

step 1: reading text data containing material name information;

step 2: aiming at each piece of text data, segmenting the keywords in the text data according to a predefined character segmentation rule to obtain a classified keyword;

in the text data, if a plurality of same classified keywords are obtained, only one classified keyword is reserved;

and step 3: displaying the classification keywords in the UI; the key words are displayed in the forms of buttons, pull-down menus, right-click menus, key menus (pressing a certain physical key to trigger a menu) and the like;

and 4, step 4: after the classification keywords are activated, the ERP system executes the activated classification keywords for searching, and displays corresponding records in the UI; the displayed record comprises the material name, and can further comprise other information related to the material name such as stock, specification, unit price and the like;

the character segmentation rule in step 2 is as follows:

case 1: when the separator exists, the characters in front of the separator are classified keywords, and the predefined separator is-space,/, \ comma, +, @, $, -, # and the like; if the text data is: packaging, namely packaging, a second generation of quick fish bag, namely cotton, wherein the '-' in the text data is a predefined separator, and the packaging is a classification keyword;

case 2: when no separator exists, the first n characters or Chinese characters of the text data are taken; n is 2 or 3; if the packaging of the second generation of quick fish bag-cotton is adopted, the first 2 Chinese characters in the text data are packaged as classification keywords;

in step 2, the method for removing duplicate of classified keywords comprises the following steps:

the method comprises the following steps: aiming at the plurality of classified keywords, classifying the plurality of classified keywords by adopting a recursive algorithm;

the method 2 comprises the following steps: and aiming at a classified keyword, comparing the classified keyword with the existing classified keyword, if the classified keyword is the same as the existing classified keyword, discarding the current classified keyword, and if the classified keyword is different from the existing classified keyword, creating a new classified keyword.

Inserting the content in the pasting plate into a database to form a new material record; and after the insertion, the intelligent material classification is executed again. Refreshing the UI interface; if a record already exists in the database, it is not inserted (discarded).

And setting a search box in the UI, inputting characters in the search box to search the local material records, and displaying the search result. In the traditional method, the background database is used for storing and classifying, and the records meeting the conditions are generally read from the background database according to the parameters.

After local instant retrieval or background data request according to parameters, records meeting conditions are displayed in a UI (user interface), secondary retrieval is executed after page classification keywords are activated (such as clicking a keyword button), and the result of the secondary retrieval is displayed in the UI.

In the ui page, each record is provided with a check box to facilitate copying of the record or calling. Calling examples: and adding a new material during material calculation.

And each record in the ui page is provided with a check box, the checked current check state is saved, and the check is temporarily saved, manually cancelled or cleared after the interface is restarted.

Each record is provided with a check box, and the checked record is displayed to a preview window or preferentially displayed at the top of the record.

FIG. 11 shows an interface for material records;

FIG. 12 shows a results interface for a search conducted locally with the keyword "1022," where 1022 is the order number.

Fig. 13 shows the interface of the secondary search, and in the previous interface (fig. 12), the user clicks the rubber band to perform the secondary search, so that the interface of fig. 13 is obtained.

In FIG. 14, after selecting a material, the client pops up a window to display the selected material;

in fig. 15, it is shown that a material record is selected from the excel table, and the record is copied (because many users are used to edit the material in excel), and then the material is pasted directly in the page of the client, the system pops up a window, and automatically distinguishes the material, if there is a duplicate record, it is prompted, if there is no duplicate record, a new record (a non-duplicate record, or a record not in the original database) is added to (i.e. written into) the material database, and a new material record is formed.

Claims

1. A field display hiding setting system in a UI interface in an ERP system is characterized in that: the field refers to the information related to the purchase object;

the field display hiding setting system comprises a data input interface or a field selection interface positioned in a UI (user interface); in the UI interface, an operator (a user using ERP software, the same applies below) selects a field to be displayed through an input interface or a field selection interface:

2. The system for setting display hiding of fields in a UI interface in an ERP system according to claim 1, wherein: regarding the data of the page reading database, the data is processed by adopting any one of the following two processing methods:

the method comprises the following steps: before an operator selects a display field, a page reads all field data from a database, and after the operator selects the display field, only the data corresponding to the selected field is displayed in an operation interface;

the method 2 comprises the following steps: after the operator selects the display field, the page reads the data corresponding to the selected field from the database and displays the data in the UI.

3. The system for setting display hiding of fields in a UI interface in an ERP system according to claim 1, wherein: the initial state of the page is to display all fields, or none, or commonly used fields.

4. The system for setting display hiding of fields in a UI interface in an ERP system according to claim 1, wherein: the fields include at least 5 of the following names:

units (number, piece, set, double), specifications (such as large, medium and small, color number, color system and the like), each piece of consumption (such as 0.5 represents 2 pieces of clothes in one package box), piece number, loss (such as 1%), total consumption, ex-warehouse quantity (ex-warehouse quantity of a current order), ex-warehouse quantity (non-ex-warehouse quantity of a current order), warehousing quantity (warehousing quantity of a current order), purchasing quantity, non-warehousing (non-warehousing quantity of a current order), use positions (such as shoulder cotton of western-style clothes is used on shoulders), suppliers (supplier names), remarks (information such as supplier telephones and the like), wooden frame numbers (storage address numbers in warehouses), quoted prices (preset prices), purchasing prices (actual prices), historical prices, total non-warehousing (non-warehousing quantity of all orders), total non-ex-warehouse (non-ex-warehouse quantity of all orders), inventory (stock), procurement time, delivery time, balance inventory (proposed procurement quantity), real inventory, size (large, medium, small, etc.), color, alarm days (requiring no delivery alarm to be completed before delivery, generally set to 3 days), remaining days (remaining days to be alarmed), whether to approve (factory approval, no data modification after approval), approver, approval time, estimated delivery time, delivery time (actual delivery time), logistics name, item number (courier number), supplier reply information (text information, notes, etc.), shipping address, consignee, pickup name, item number(s) (such as engine number, internal item ID, display number, etc.), spare fields (spare field may be multiple, for field expansion).

5. The system for setting hiding of field display in a UI interface in an ERP system according to any one of claims 1 to 4, wherein: in the field setting frame, for operators with different authorities, the field with the authority selection is displayed normally, and the field without the authority selection is displayed in a fading way.