工程科技AppendixIIBusinessObjectsV20

1、创智集团Power CRM 2000附件二：业务组件和业务对象文档名称 :发布日期 : 2000年11月15日版 本 : V2.0目录1介绍52业务对象与业务组件的基本概念52.1业务对象52.2业务组件及其属性63业务对象列表84业务组件列表104.1Account Owner104.2Account Team Member104.3Activity104.4Activity Internal Participant114.5Activity Plan114.6Attachment114.7Category114.8Complaint124.9Contact124.10Corporate A

2、ccount144.11Division154.12Employment154.13Equivalent Product164.14External Identifier164.15External Product164.16Internal Product174.17Listed Market184.18Literature184.19Notes184.20Opportunity184.21Opportunity Issue194.22Opportunity Team Member204.23Position204.24Product204.25Product Feature214.26Ra

3、ting214.27Repair214.28Retail Account224.29Service Order234.30Service Request244.31Service Term244.32Synonym254.33Taxation254.34Volume Discount Item254.35Warranty264.36Warranty Details261 介绍使用业务对象的目的是为了使用户在不具备丰富的数据库知识的情况下，仍能够实现对某些数据库实体和字段的操作，如：· 定义与工作流相关的业务对象，将其作为工作流起始执行条件中的判断对象，并允许在流程的执行过程中引用业务

4、对象的业务组件及组件的属性；· 在工作分派过程中将业务对象作为分派对象；· 指定保存范文答案的业务组件与业务组件属性；· 在产品管理中利用业务组件的属性来定义价格系数的条件。有关业务对象、业务组件与业务组件属性的基本概念参见业务对象与业务组件的基本概念。本系统中业务对象与业务组件的完整列表参见业务对象列表2 业务对象与业务组件的基本概念2.1 业务对象一个业务对象代表企业的一个主要业务功能领域，每个主要功能领域亦将有一个业务对象来表示。业务对象可以是销售机会、客户或客户联络人。一个业务对象是由一组相互关联的业务组件组成。如销售机会业务对象由以下业务组件组成：销售机

5、会及与其相关的客户联络人、活动和产品。每个业务对象中都包含一个主要业务组件，主要业务组件作为业务对象操作的焦点，并且主要业务组件的名称与其所属的业务对象有相同的名称（如Error! Reference source not found.）如下图，销售机会业务组件有且只有一个父节点（即销售机会业务对象）。其它的业务组件的定义中也应包含指向销售机会业务对象的链接。图 21销售机会业务对象及其业务组件2.2 业务组件及其属性业务组件是基于数据库表格而创建的抽象数据表示层。每个业务组件包含若干属性（即字段），这些属性可能是一个数据库表格中字段的直接映射，也可能是与该数据库表格相链接的表中的字段。业务组

6、件是数据库中一个或若干个表格中字段的逻辑组合，并且一经定义，可在不同的业务对象的重复使用。如图 22业务组件与单个数据库表的映射所示，客户联络人业务组件仅对应一个数据库表 CONTACT，并且该业务组件中的属性（姓、职位、电子信箱）是CONTACT表中字段（last_name，job_title，email）的直接映射。图 22业务组件与单个数据库表的映射如图 23 业务组件与多个数据库表的映射所示，客户联络人的姓取自CONTACT表，地址取自BILL ADDR表，公司名称取自ACCOUNT表。其中，CONTACT表作为该业务组件的主要映射表，而BILL ADDR表与ACCOUNT表是两个相关

7、表格。图 23 业务组件与多个数据库表的映射3 业务对象列表主要业务组件以 * 标识业务对象业务组件ActivityActivity*AttachmentActivity Internal ParticipantNotesComplaintActivityComplaint*ContactDivisionPositionProductContactActivityActivity PlanAttachmentCategoryComplaintContact*EmploymentNotesOpportunityService RequestCorporate AccountActivityAct

8、ivity PlanAccount Team MemberAttachmentCategoryContactCorporate Account*External IdentifierExternal ProductInternal ProductListed MarketNotesOpportunityRatingSynonymTaxationWarranty DetailsOpportunityActivityActivity PlanAttachmentContactNotesOpportunity*Opportunity IssueOpportunity Team MemberProdu

9、ctEquivalent ProductLiteratureProduct*Product FeatureVolume Discount ItemWarrantyRetail AccountAccount Team MemberAccount OwnerActivityActivity PlanAttachmentCategoryContactExternal IdentifierExternal ProductInternal ProductNotesOpportunityRetail Account*SynonymWarranty DetailsService RequestActivit

10、yActivity PlanAttachmentContactNotesRepairService Request*Service Order Service Term4 业务组件列表鉴于实际的数据库表格的设计尚未完成，业务组件的映射将基于当前已有的逻辑数据库表。4.1 Account OwnerBusiness Component FieldTableColumnCommentPrimaryACCOUNT OWNERPRIMARYLast NameCONTACTLAST NAMEFirst NameCONTACTFIRST NAME4.2 Account Team MemberBusines

11、s Component FieldTableColumnCommentPositionPOSITIONNAMEUser NameUSERLOGIN NAMELast NameEMPLOYEELAST NAMEFirst NameEMPLOYEEFIRST NAMEDivisionDIVISIONNAME4.3 ActivityBusiness Component FieldTableColumnCommentActivity NoACTIVITYACTIVITY NOActivity ModeACTIVITYACTIVITY MODEDescriptionACTIVITYDESCRIPTION

12、OverdueACTIVITYOVERDUEPriorityACTIVITYPRIORITYStatusACTIVITYSTATUSActual StartACTIVITYACTUAL STARTPlan StartACTIVITYPLAN STARTActual CompletionACTIVITYACTUAL COMPLETIONPlan CompletionACTIVITYPLAN COMPLETIONCreated Date/TimeACTIVITYCREATED DATE/TIMECommentsACTIVITYCOMMENTSAlarmACTIVITYALARMActivity T

13、ypeACTIVITY TYPEACTIVITY TYPEActivity CategoryACTIVITY CATEGORYACTIVITY CATEGORYAssign To PositionPOSITIONNAME4.4 Activity Internal ParticipantBusiness Component FieldTableColumnCommentPositionPOSITIONNAMEUser NameUSERLOGIN NAMELast NameEMPLOYEELAST NAMEFirst NameEMPLOYEEFIRST NAMEDivisionDIVISIONNA

14、ME4.5 Activity PlanBusiness Component FieldTableColumnCommentStart TimeACTIVIY PLANSTART TIMEActivity TemplateACTIVITY TEMPLATENAME4.6 AttachmentBusiness Component FieldTableColumnCommentAttachment NameATTACHMENTATTACHMENT NAMEFile FormatATTACHMENTFILE FORMATFile DescriptionATTACHMENTFILE DESCRIPTIO

15、N4.7 CategoryBusiness Component FieldTableColumnCommentCategory NameCATEGORYNAMECategory ValueCATEGORY VALUEDESCRIPTION4.8 ComplaintBusiness Component FieldTableColumnCommentChannelCOMPLAINTCHANNELLog PersonUSERLOGIN NAMEStatusCOMPLAINTSTATUSKey Responsible PersonPOSITIONNAMEShort DescriptionCOMPLAI

16、NTSHORT DESCRIPTIONLong DescriptionCOMPLAINTLONG DESCRIPTIONCategoryCOMPLAINTCATEGORYPlanned Close DateCOMPLAINTPLANNED CLOSE DATEClose Date/TimeCOMPLAINTCLOSE DATE/TIMEClose ReasonCOMPLAINTCLOSE REASONResolutionCOMPLAINTRESOLUTIONComplaint Division ConfirmedCOMPLAINTCOMPLAINT DIVISION CONFIRMED4.9

17、ContactBusiness Component FieldTableColumnCommentPrefixCONTACTPREFIXLast NameCONTACTLAST NAMEFirst NameCONTACTFIRST NAMESuffixCONTACTSUFFIXNickname CONTACTNICKNAME PronunciationCONTACTPRONUNCIATIONGender CONTACTGENDER Job Title CONTACTJOB TITLE DepartmentCONTACTDEPARTMENTAssistantCONTACTASSISTANTEdu

18、cationCONTACTEDUCATIONDOBCONTACTDOBLanguageCONTACTLANGUAGEBest time to callCONTACTBEST TIME TO CALLCorrespondent PreferenceCONTACTCORRESPONDENT PREFERENCEFamily CONTACTFAMILY Marital status CONTACTMARITAL STATUS Personal ID NoCONTACTPERSONAL ID NOPersonal ProvinceCONTACTPERSONAL PROVINCEResidencyCON

19、TACTRESIDENCYCitizenshipCONTACTCITIZENSHIPStaff FlagCONTACTSTAFF FLAGAddressMAILING ADDRESSADDRESSPrimay address of contactProvinceMAILING ADDRESSPROVINCECityMAILING ADDRESSCITYPostalMAILING ADDRESSPOSTALCountryMAILING ADDRESSCOUNTRYPhone NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic

20、address of address type = phoneFax NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address of address type = faxMobile NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address of address type = mobile phonePager NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic ad

21、dress of address type = pagerEmail AddressELECTRONIC ADDRESSNUMBERThe first effective Electronic address of address type = email4.10 Corporate AccountBusiness Component FieldTableColumnCommentAccount NoACCOUNTACCOUNT NOProspectACCOUNTPROSPECTProspect StatusACCOUNTPROSPECT STATUSNameACCOUNTNAMEHome P

22、ageACCOUNTHOME PAGEBilling currencyACCOUNTBILLING CURRENCYCredibilityACCOUNTCREDIBILITYClassCLASS TYPECLASS TYPEIndustryCORPORTATE ACCOUNTINDUSTRYNo of employeeCORPORTATE ACCOUNTNO OF EMPLOYEEOwnershipCORPORTATE ACCOUNTOWNERSHIPRevenueCORPORTATE ACCOUNTREVENUELocation typeCORPORTATE ACCOUNTLOCATION

23、TYPESiteCORPORTATE ACCOUNTSITERegistration LocationCORPORTATE ACCOUNTREGISTRATION LOCATIONRegistration NoCORPORTATE ACCOUNTREGISTRATION NOAddressMAILING ADDRESSADDRESSPrimary address of the accountProvinceMAILING ADDRESSPROVINCECityMAILING ADDRESSCITYPostalMAILING ADDRESSPOSTALCountryMAILING ADDRESS

24、COUNTRYPhone NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address where address type = phoneFax NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address where address type = faxEmailELECTRONIC ADDRESSNUMBERThe first effective Electronic address where address type = email4

25、.11 DivisionBusiness Component FieldTableColumnCommentDivision NameDIVISIONDIVISION NAMEParent Division NameDIVISIONDIVISION NAMETelephoneDIVISIONTELEPHONEFaxDIVISIONFAXAddressDIVISIONADDRESSZipDIVISIONZIPCityDIVISIONCITYCountryDIVISIONCOUNTRYCurrencyCURRENCYCURRENCY CODEParent OrganizationORGANIZAT

26、IONNAME4.12 EmploymentBusiness Component FieldTableColumnCommentStart DateEMPLOYMENTSTART DATETermination DateEMPLOYMENTTERMINATION DATECompanyEMPLOYMENTCOMPANYTitle EMPLOYMENTTITLE OccupationEMPLOYMENTOCCUPATIONSalaryEMPLOYMENTSALARY4.13 Equivalent ProductBusiness Component FieldTableColumnCommentE

27、quivalent productEQUIVALENT PRODUCTEQUIVALENT PRODUCT4.14 External IdentifierBusiness Component FieldTableColumnCommentExternal SystemEXTERNAL SYSTEMSHORT DESCRIPTIONRefereceEXTERNAL IDENTIFIERALTERNATE REFERENCE4.15 External ProductBusiness Component FieldTableColumnCommentProduct NamePRODUCTS PROD

28、UCT NAMEOther Product UsedEXTERNAL PRODUCT USEDOTHER PRODUCT USEDProvider TypeEXTERNAL PRODUCT USEDPROVIDER TYPEProviderEXTERNAL PRODUCT USEDPROVIDERAgentEXTERNAL PRODUCT USEDAGENTPurchase DateEXTERNAL PRODUCT USEDPURCHASE DATESatisfaction LevelEXTERNAL PRODUCT USEDSATISFACTION LEVELSerial NoEXTERNA

29、L PRODUCT USEDSERIAL NO.Product CategoryEXTERNAL PRODUCT USEDPRODUCT CATEGORYBuying PriceEXTERNAL PRODUCT USEDBUYING PRICE4.16 Internal ProductBusiness Component FieldTableColumnCommentProduct NamePRODUCTS PRODUCT NAMEProduct numberINTERNAL PRODUCTS USEDPRODUCT NUMBERProduct/ServiceINTERNAL PRODUCTS

30、 USEDSERVICE PRODUCTContract renewal frequencyINTERNAL PRODUCTS USEDCONTRACT RENEWAL FREQUENCYContract numberINTERNAL PRODUCTS USEDCONTRACT NUMBERPurchased dateINTERNAL PRODUCTS USEDPURCHASED DATEContract End dateINTERNAL PRODUCTS USEDCONTRACT END DATEStatus INTERNAL PRODUCTS USEDSTATUS Sales priceI

31、NTERNAL PRODUCTS USEDSALES PRICEDiscount INTERNAL PRODUCTS USEDDISCOUNT MSISDN numberINTERNAL PRODUCTS USEDMSISDN NUMBERIMSI numberINTERNAL PRODUCTS USEDIMSI NUMBERWarranty Name WARRANTYWARRANTY NAMEVendor INTERNAL PRODUCTS USEDVENDOR Agent INTERNAL PRODUCTS USEDAGENT Satisfaction levelINTERNAL PROD

32、UCTS USEDSATISFACTION LEVELSalesmen INTERNAL PRODUCTS USEDSALESMEN 4.17 Listed MarketBusiness Component FieldTableColumnCommentExchangeLISTED MARKETEXCHANGECodeLISTED MARKETCODE4.18 LiteratureBusiness Component FieldTableColumnCommentLiterature nameLITERATURELITERATURE NAMELiterature numberLITERATUR

33、ELITERATURE NUMBERDescription LITERATUREDESCRIPTION Literature typeLITERATURELITERATURE TYPEAuthor LITERATUREAUTHOR Release dateLITERATURERELEASE DATEExpiration dateLITERATUREEXPIRATION DATEDistribution methodLITERATUREDISTRIBUTION METHODFile name LITERATUREFILE NAME Internal FlagLITERATUREINTERNAL

34、Industry FlagLITERATUREINDUSTRY 4.19 NotesBusiness Component FieldTableColumnCommentNotes TypeNOTESNOTES TYPENotesNOTESNOTESPrivate/PublicNOTESPRIVATE/PUBLIC4.20 OpportunityBusiness Component FieldTableColumnCommentOpportunity CategoryOPPORTUNITY CATEGORYNAMEOpportunity TypeOPPORTUNITY TYPENAMENameO

35、PPORTUNITYNAMEStatusOPPORTUNITYSTATUSMethodOPPORTUNITY METHODNAMEStage NoOPPORTUNITY STAGESTAGE NOStageOPPORTUNITY STAGENAMEDescriptionOPPORTUNITYDESCRIPTIONPriorityOPPORTUNITYPRIORITYProbabilityOPPORTUNITYPROBABILITYProjected Revenue OPPORTUNITYPROJECTED REVENUE Estimated Closing DateOPPORTUNITYEST

36、IMATED CLOSING DATEClosed onOPPORTUNITYCLOSED ONClose reasonOPPORTUNITYCLOSE REASONAccountACCOUNTNAME4.21 Opportunity IssueBusiness Component FieldTableColumnCommentNameOPPORTUNITY ISSUENameRankOPPORTUNITY ISSUERankNoteOPPORTUNITY ISSUENoteCreated ByUSERLogin NameCreated OnOPPORTUNITY ISSUECreated O

37、nRaised By Last NameCONTACTLAST NAMERasied By First NameCONTACTFIRST NAME4.22 Opportunity Team MemberBusiness Component FieldTableColumnCommentPositionPOSITIONNAMEUser NameUSERLOGIN NAMELast NameEMPLOYEELAST NAMEFirst NameEMPLOYEEFIRST NAMEDivisionDIVISIONNAME4.23 PositionBusiness Component FieldTab

38、leColumnCommentNamePOSITIONNAMEParent PositionPOSITIONNAMEOrganization ORGANIATIONNAMEDivisionDIVISIONNAMEUser NameUSERLOGIN NAMELast NameEMPLOYEELAST NAMEFirst NameEMPLOYEEFIRST NAME4.24 ProductBusiness Component FieldTableColumnCommentProduct namePRODUCTPRODUCT NAMEProduct numberPRODUCTPRODUCT NUM

39、BERSize PRODUCTSIZE Start date PRODUCTSTART DATE End datePRODUCTEND DATEBrandPRODUCTBRANDProduct model namePRODUCT MODEL PRODUCT MODEL NAMESales product FlagPRODUCTSALES PRODUCT Services product FlagPRODUCTSERVICES PRODUCT Organization ORGANIZTIONNAMEVendor PRODUCTVENDOR Vendor typePRODUCTVENDOR TYP

40、EVendor sitePRODUCTVENDOR SITEOther numberPRODUCTOTHER NUMBERProduct LinePRODUCT LINEPRODUCT LINEList pricePRICING ITEMList pricePricing unitPRICING ITEMPricing unitMax sales pricePRICING ITEMMax sales priceMin sales pricePRICING ITEMMin sales priceVolume discount namePRICING ITEMVolume discount nam

41、eService charge %PRICING ITEMService charge %Service charge methodsPRICING ITEMService charge methods4.25 Product FeatureBusiness Component FieldTableColumnCommentFeature PRODUCT FEATUREFEATURE Feature typePRODUCT FEATUREFEATURE TYPE4.26 RatingBusiness Component FieldTableColumnCommentAgentRATINGAGE

42、NTRatingRATINGRATING4.27 RepairBusiness Component FieldTableColumnCommentDefect numberREPAIRDEFECT NUMBERStatus REPAIRSTATUS Repair center nameREPAIR CENTER NAMEProviderEXTERNAL PROVIDERPROVIDER服务提供商名称Shipped dateREPAIRSHIPPED DATEDate send backREPAIRDATE SEND BACKReceived dateREPAIRRECEIVED DATEPro

43、mised dateREPAIRPROMISED DATEComments REPAIRCOMMENTS 4.28 Retail AccountBusiness Component FieldTableColumnCommentAccount NoACCOUNTACCOUNT NOProspectACCOUNTPROSPECTProspect StatusACCOUNTPROSPECT STATUSNameACCOUNTNAMEHome PageACCOUNTHOME PAGEBilling currencyACCOUNTBILLING CURRENCYCredibilityACCOUNTCR

44、EDIBILITYClassCLASS TYPECLASS TYPEAccount Guarantor Last NameCONTACTLAST NAMEThe contact who is the account guarantorAccount Guarantor Last NameCONTACTFIRST NAMEPrepaid AmountACCOUNT PREPAIDPREPAID AMOUNTAddressMAILING ADDRESSADDRESSPrimary mailing addressProvinceMAILING ADDRESSPROVINCECityMAILING A

45、DDRESSCITYPostalMAILING ADDRESSPOSTALCountryMAILING ADDRESSCOUNTRYPhone NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address where address type = phoneFax NumberELECTRONIC ADDRESSNUMBERThe first effective Electronic address where address type = fax4.29 Service OrderBusiness Component

46、 FieldTableColumnCommentDate createdSERVICE ORDERDATE CREATEDOrder numberSERVICE ORDERORDER NUMBEROrder typeSERVICE ORDERORDER TYPEStatus SERVICE ORDERSTATUS Priority SERVICE ORDERPRIORITY Created by SERVICE ORDERCREATED BY Shipping dateSERVICE ORDERSHIPPING DATEBillable SERVICE ORDERBILLABLE Pricin

47、g list namePRICING LISTPRICING LIST NAMEService chargeSERVICE ORDERSERVICE CHARGECurrency codeCURRENCYCURRENCY CODEDiscount SERVICE ORDERDISCOUNTService request numberSERVICE REQUESTSERVICE REQUEST NUMBERContact First NameCONTACTCONTACT FIRST NAMEContact Last NameCONTACTCONTACT LAST NAMEApprove SERV

48、ICE ORDERAPPROVE Approved byUSERLOGIN NAMEDescriptionSERVICE ORDERDESCRIPTION4.30 Service RequestBusiness Component FieldTableColumnCommentService request numberSERVICE REQUESTSERVICE REQUEST NUMBERDescription SERVICE REQUESTDESCRIPTION Abstract SERVICE REQUESTABSTRACT Service typeSERVICE REQUESTSER

49、VICE TYPESource SERVICE REQUESTSOURCE Frequency SERVICE REQUESTFREQUENCY Severity SERVICE REQUESTSEVERITY Priority SERVICE REQUESTPRIORITY Status SERVICE REQUESTSTATUS AssignerUSERLOGIN NAMEAssigneePOSITIONNAMEDate openedSERVICE REQUESTDATE OPENEDCommit timeSERVICE REQUESTCOMMIT TIMEContact Last NameCONTACTLAST NAMEContact First NameCONTACTFIRST NAMEAccount NameACCOUNTACCOUNT NAMEInternal Product UsedPRODUCTPRODUCT NAMEService Request AddressMAILING