[工程科技]AppendixII-BusinessObjectsV.doc

第1页，共30页 创智集团 Power CRM 2000 附件二： 业务组件和业务对象 文档名称 :Business Object V2.0.doc 发布日期 : 2000年11月15日 第2页，共30页 版 本 : V2.0 第3页，共30页 1介介绍绍5 2业务对业务对象与象与业务组业务组件的基本概念件的基本概念5 2.1业务对业务对象象5 2.2业务组业务组件及其属性件及其属性6 3业务对业务对象列表象列表8 4业务组业务组件列表件列表10 4.1Account Owner10 4.2Account Team Member10 4.3Activity10 4.4Activity Internal Participant11 4.5Activity Plan11 4.6Attachment11 4.7Category11 4.8Complaint12 4.9Contact12 4.10Corporate Account14 4.11Division15 4.12Employment15 4.13Equivalent Product16 4.14External Identifier16 4.15External Product16 目目录录 第4页，共30页 4.16Internal Product17 4.17Listed Market18 4.18Literature18 4.19Notes18 4.20Opportunity18 4.21Opportunity Issue19 4.22Opportunity Team Member20 4.23Position20 4.24Product20 4.25Product Feature21 4.26Rating21 4.27Repair21 4.28Retail Account22 4.29Service Order23 4.30Service Request24 4.31Service Term24 4.32Synonym25 4.33Taxation25 4.34Volume Discount Item25 4.35Warranty26 4.36Warranty Details26 第5页，共30页 1 1介绍介绍 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 2业务对象与业务组件的基本概念业务对象与业务组件的基本概念 2.1业务对象业务对象 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（如业务组件的名称与其所属的业务对象有相同的名称（如 图 2-1 销售机会业务对象及其业务组件） 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。 第6页，共30页 图图 2 2- -1 1 销售机会业务对象及其业务组件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 2-2 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。 图图 2-2 业务组件与单个数据库表的映射业务组件与单个数据库表的映射 如图 2-3 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表是两个相关表格。 CONTACT last_namejob_titleemail 第7页，共30页 图图 2-3 业务组件与多个数据库表的映射业务组件与多个数据库表的映射 ACCOUNTBILL ADDR CONTACT last_nameaddressname 第8页，共30页 3 3业务对象列表业务对象列表 主要业务组件以 * 标识 业务对象业务组件 ActivityActivity* Attachment Activity Internal Participant Notes ComplaintActivity Complaint* Contact Division Position Product ContactActivity Activity Plan Attachment Category Complaint Contact* Employment Notes Opportunity Service Request Corporate AccountActivity Activity Plan Account Team Member Attachment Category Contact Corporate Account* External Identifier External Product Internal Product Listed Market Notes Opportunity Rating Synonym 第9页，共30页 业务对象业务组件 Taxation Warranty Details OpportunityActivity Activity Plan Attachment Contact Notes Opportunity* Opportunity Issue Opportunity Team Member ProductEquivalent Product Literature Product* Product Feature Volume Discount Item Warranty Retail AccountAccount Team Member Account Owner Activity Activity Plan Attachment Category Contact External Identifier External Product Internal Product Notes Opportunity Retail Account* Synonym Warranty Details Service RequestActivity Activity Plan Attachment Contact Notes Repair Service Request* Service Order Service Term 第10页，共30页 第11页，共30页 4 4业务组件列表业务组件列表 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。 4.1AccountAccount OwnerOwner Business Component FieldTableColumnComment PrimaryACCOUNT OWNERPRIMARY Last NameCONTACTLAST NAME First NameCONTACTFIRST NAME 4.2AccountAccount TeamTeam MemberMember Business Component FieldTableColumnComment PositionPOSITIONNAME User NameUSERLOGIN NAME Last NameEMPLOYEELAST NAME First NameEMPLOYEEFIRST NAME DivisionDIVISIONNAME 4.3ActivityActivity Business Component FieldTableColumnComment Activity NoACTIVITYACTIVITY NO Activity ModeACTIVITYACTIVITY MODE DescriptionACTIVITYDESCRIPTION OverdueACTIVITYOVERDUE PriorityACTIVITYPRIORITY StatusACTIVITYSTATUS Actual StartACTIVITYACTUAL START 第12页，共30页 Business Component FieldTableColumnComment Plan StartACTIVITYPLAN START Actual CompletionACTIVITYACTUAL COMPLETION Plan CompletionACTIVITYPLAN COMPLETION Created Date/TimeACTIVITYCREATED DATE/TIME CommentsACTIVITYCOMMENTS AlarmACTIVITYALARM Activity TypeACTIVITY TYPEACTIVITY TYPE Activity CategoryACTIVITY CATEGORY ACTIVITY CATEGORY Assign To PositionPOSITIONNAME 4.4ActivityActivity InternalInternal ParticipantParticipant Business Component FieldTableColumnComment PositionPOSITIONNAME User NameUSERLOGIN NAME Last NameEMPLOYEELAST NAME First NameEMPLOYEEFIRST NAME DivisionDIVISIONNAME 4.5ActivityActivity PlanPlan Business Component FieldTableColumnComment Start TimeACTIVIY PLANSTART TIME Activity TemplateACTIVITY TEMPLATE NAME 第13页，共30页 4.6AttachmentAttachment Business Component FieldTableColumnComment Attachment NameATTACHMENTATTACHMENT NAME File FormatATTACHMENTFILE FORMAT File DescriptionATTACHMENTFILE DESCRIPTION 4.7CategoryCategory Business Component FieldTableColumnComment Category NameCATEGORYNAME Category ValueCATEGORY VALUEDESCRIPTION 4.8ComplaintComplaint Business Component FieldTableColumnComment ChannelCOMPLAINTCHANNEL Log PersonUSERLOGIN NAME StatusCOMPLAINTSTATUS Key Responsible PersonPOSITIONNAME Short DescriptionCOMPLAINTSHORT DESCRIPTION Long DescriptionCOMPLAINTLONG DESCRIPTION CategoryCOMPLAINTCATEGORY Planned Close DateCOMPLAINTPLANNED CLOSE DATE Close Date/TimeCOMPLAINTCLOSE DATE/TIME Close ReasonCOMPLAINTCLOSE REASON ResolutionCOMPLAINTRESOLUTION Complaint Division Confirmed COMPLAINTCOMPLAINT DIVISION CONFIRMED 第14页，共30页 4.9ContactContact Business Component FieldTableColumnComment PrefixCONTACTPREFIX Last NameCONTACTLAST NAME First NameCONTACTFIRST NAME SuffixCONTACTSUFFIX Nickname CONTACTNICKNAME PronunciationCONTACTPRONUNCIATION Gender CONTACTGENDER Job Title CONTACTJOB TITLE DepartmentCONTACTDEPARTMENT AssistantCONTACTASSISTANT EducationCONTACTEDUCATION DOBCONTACTDOB LanguageCONTACTLANGUAGE Best time to callCONTACTBEST TIME TO CALL Correspondent PreferenceCONTACTCORRESPONDENT PREFERENCE Family CONTACTFAMILY Marital status CONTACTMARITAL STATUS Personal ID NoCONTACTPERSONAL ID NO Personal ProvinceCONTACTPERSONAL PROVINCE ResidencyCONTACTRESIDENCY CitizenshipCONTACTCITIZENSHIP Staff FlagCONTACTSTAFF FLAG AddressMAILING ADDRESSADDRESSPrimay address of contact ProvinceMAILING ADDRESSPROVINCE 第15页，共30页 Business Component FieldTableColumnComment CityMAILING ADDRESSCITY PostalMAILING ADDRESSPOSTAL CountryMAILING ADDRESSCOUNTRY Phone NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address of address type = phone Fax NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address of address type = fax Mobile NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address of address type = mobile phone Pager NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address of address type = pager Email AddressELECTRONIC ADDRESS NUMBERThe first effective Electronic address of address type = email 4.10 CorporateCorporate AccountAccount Business Component FieldTableColumnComment Account NoACCOUNTACCOUNT NO ProspectACCOUNTPROSPECT 第16页，共30页 Prospect StatusACCOUNTPROSPECT STATUS NameACCOUNTNAME Home PageACCOUNTHOME PAGE Billing currencyACCOUNTBILLING CURRENCY CredibilityACCOUNTCREDIBILITY ClassCLASS TYPECLASS TYPE IndustryCORPORTATE ACCOUNT INDUSTRY No of employeeCORPORTATE ACCOUNT NO OF EMPLOYEE OwnershipCORPORTATE ACCOUNT OWNERSHIP RevenueCORPORTATE ACCOUNT REVENUE Location typeCORPORTATE ACCOUNT LOCATION TYPE SiteCORPORTATE ACCOUNT SITE Registration LocationCORPORTATE ACCOUNT REGISTRATION LOCATION Registration NoCORPORTATE ACCOUNT REGISTRATION NO AddressMAILING ADDRESSADDRESSPrimary address of the account ProvinceMAILING ADDRESSPROVINCE CityMAILING ADDRESSCITY PostalMAILING ADDRESSPOSTAL CountryMAILING ADDRESSCOUNTRY Phone NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address where address type = phone 第17页，共30页 Fax NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address where address type = fax EmailELECTRONIC ADDRESS NUMBERThe first effective Electronic address where address type = email 4.11 DivisionDivision Business Component FieldTableColumnComment Division NameDIVISIONDIVISION NAME Parent Division NameDIVISIONDIVISION NAME TelephoneDIVISIONTELEPHONE Fax DIVISIONFAX AddressDIVISIONADDRESS Zip DIVISIONZIP CityDIVISIONCITY CountryDIVISIONCOUNTRY CurrencyCURRENCYCURRENCY CODE Parent OrganizationORGANIZATIONNAME 4.12 EmploymentEmployment Business Component FieldTableColumnComment Start DateEMPLOYMENTSTART DATE Termination DateEMPLOYMENTTERMINATION DATE CompanyEMPLOYMENTCOMPANY Title EMPLOYMENTTITLE OccupationEMPLOYMENTOCCUPATION SalaryEMPLOYMENTSALARY 第18页，共30页 4.13 EquivalentEquivalent ProductProduct Business Component FieldTableColumnComment Equivalent productEQUIVALENT PRODUCT EQUIVALENT PRODUCT 4.14 ExternalExternal IdentifierIdentifier Business Component FieldTableColumnComment External SystemEXTERNAL SYSTEMSHORT DESCRIPTION RefereceEXTERNAL IDENTIFIER ALTERNATE REFERENCE 4.15 ExternalExternal ProductProduct Business Component FieldTableColumnComment Product NamePRODUCTS PRODUCT NAME Other Product UsedEXTERNAL PRODUCT USED OTHER PRODUCT USED Provider TypeEXTERNAL PRODUCT USED PROVIDER TYPE ProviderEXTERNAL PRODUCT USED PROVIDER AgentEXTERNAL PRODUCT USED AGENT Purchase DateEXTERNAL PRODUCT USED PURCHASE DATE Satisfaction LevelEXTERNAL PRODUCT USED SATISFACTION LEVEL Serial NoEXTERNAL PRODUCT USED SERIAL NO. Product CategoryEXTERNAL PRODUCT USED PRODUCT CATEGORY 第19页，共30页 Business Component FieldTableColumnComment Buying PriceEXTERNAL PRODUCT USED BUYING PRICE 4.16 InternalInternal ProductProduct Business Component FieldTableColumnComment Product NamePRODUCTS PRODUCT NAME Product numberINTERNAL PRODUCTS USED PRODUCT NUMBER Product/ServiceINTERNAL PRODUCTS USED SERVICE PRODUCT Contract renewal frequencyINTERNAL PRODUCTS USED CONTRACT RENEWAL FREQUENCY Contract numberINTERNAL PRODUCTS USED CONTRACT NUMBER Purchased dateINTERNAL PRODUCTS USED PURCHASED DATE Contract End dateINTERNAL PRODUCTS USED CONTRACT END DATE Status INTERNAL PRODUCTS USED STATUS Sales priceINTERNAL PRODUCTS USED SALES PRICE Discount INTERNAL PRODUCTS USED DISCOUNT MSISDN numberINTERNAL PRODUCTS USED MSISDN NUMBER IMSI numberINTERNAL PRODUCTS USED IMSI NUMBER Warranty Name WARRANTYWARRANTY NAME Vendor INTERNAL PRODUCTS USED VENDOR Agent INTERNAL PRODUCTS USED AGENT 第20页，共30页 Business Component FieldTableColumnComment Satisfaction levelINTERNAL PRODUCTS USED SATISFACTION LEVEL Salesmen INTERNAL PRODUCTS USED SALESMEN 4.17 ListedListed MarketMarket Business Component FieldTableColumnComment ExchangeLISTED MARKETEXCHANGE CodeLISTED MARKETCODE 4.18 LiteratureLiterature Business Component FieldTableColumnComment Literature nameLITERATURELITERATURE NAME Literature numberLITERATURELITERATURE NUMBER Description LITERATUREDESCRIPTION Literature typeLITERATURELITERATURE TYPE Author LITERATUREAUTHOR Release date LITERATURERELEASE DATE Expiration dateLITERATUREEXPIRATION DATE Distribution method LITERATUREDISTRIBUTION METHOD File name LITERATUREFILE NAME Internal FlagLITERATUREINTERNAL Industry FlagLITERATUREINDUSTRY 4.19 NotesNotes Business Component FieldTableColumnComment 第21页，共30页 Business Component FieldTableColumnComment Notes TypeNOTESNOTES TYPE NotesNOTESNOTES Private/PublicNOTESPRIVATE/PUBLIC 4.20 OpportunityOpportunity Business Component FieldTableColumnComment Opportunity CategoryOPPORTUNITY CATEGORY NAME Opportunity TypeOPPORTUNITY TYPE NAME NameOPPORTUNITYNAME StatusOPPORTUNITYSTATUS MethodOPPORTUNITY METHOD NAME Stage NoOPPORTUNITY STAGE STAGE NO StageOPPORTUNITY STAGE NAME DescriptionOPPORTUNITYDESCRIPTION PriorityOPPORTUNITYPRIORITY ProbabilityOPPORTUNITYPROBABILITY Projected Revenue OPPORTUNITYPROJECTED REVENUE Estimated Closing DateOPPORTUNITYESTIMATED CLOSING DATE Closed onOPPORTUNITYCLOSED ON Close reasonOPPORTUNITYCLOSE REASON AccountACCOUNTNAME 4.21 OpportunityOpportunity IssueIssue Business Component FieldTableColumnComment 第22页，共30页 Business Component FieldTableColumnComment NameOPPORTUNITY ISSUE Name RankOPPORTUNITY ISSUE Rank NoteOPPORTUNITY ISSUE Note Created ByUSERLogin Name Created OnOPPORTUNITY ISSUE Created On Raised By Last NameCONTACTLAST NAME Rasied By First NameCONTACTFIRST NAME 4.22 OpportunityOpportunity TeamTeam MemberMember Business Component FieldTableColumnComment PositionPOSITIONNAME User NameUSERLOGIN NAME Last NameEMPLOYEELAST NAME First NameEMPLOYEEFIRST NAME DivisionDIVISIONNAME 4.23 PositionPosition Business Component FieldTableColumnComment NamePOSITIONNAME Parent PositionPOSITIONNAME Organization ORGANIATIONNAME DivisionDIVISIONNAME User NameUSERLOGIN NAME Last NameEMPLOYEELAST NAME First NameEMPLOYEEFIRST NAME 第23页，共30页 4.24 ProductProduct Business Component FieldTableColumnComment Product namePRODUCTPRODUCT NAME Product numberPRODUCTPRODUCT NUMBER Size PRODUCTSIZE Start date PRODUCTSTART DATE End datePRODUCTEND DATE BrandPRODUCTBRAND Product model namePRODUCT MODEL PRODUCT MODEL NAME Sales product FlagPRODUCTSALES PRODUCT Services product FlagPRODUCTSERVICES PRODUCT Organization ORGANIZTIONNAME Vendor PRODUCTVENDOR Vendor typePRODUCTVENDOR TYPE Vendor sitePRODUCTVENDOR SITE Other numberPRODUCTOTHER NUMBER Product LinePRODUCT LINEPRODUCT LINE List pricePRICING ITEMList price Pricing unitPRICING ITEMPricing unit Max sales pricePRICING ITEMMax sales price Min sales pricePRICING ITEMMin sales price Volume discount namePRICING ITEMVolume discount name Service charge %PRICING ITEMService charge % Service charge methodsPRICING ITEMService charge methods 第24页，共30页 4.25 ProductProduct FeatureFeature Business Component FieldTableColumnComment Feature PRODUCT FEATUREFEATURE Feature typePRODUCT FEATUREFEATURE TYPE 4.26 RatingRating Business Component FieldTableColumnComment AgentRATINGAGENT RatingRATINGRATING 4.27 RepairRepair Business Component FieldTableColumnComment Defect numberREPAIRDEFECT NUMBER Status REPAIRSTATUS Repair center nameREPAIR CENTER NAME ProviderEXTERNAL PROVIDER PROVIDER 服务提供商名称 Shipped dateREPAIRSHIPPED DATE Date send backREPAIRDATE SEND BACK Received dateREPAIRRECEIVED DATE Promised dateREPAIRPROMISED DATE Comments REPAIRCOMMENTS 4.28 RetailRetail AccountAccount Business Component FieldTableColumnComment Account NoACCOUNTACCOUNT NO 第25页，共30页 Business Component FieldTableColumnComment ProspectACCOUNTPROSPECT Prospect StatusACCOUNTPROSPECT STATUS NameACCOUNTNAME Home PageACCOUNTHOME PAGE Billing currencyACCOUNTBILLING CURRENCY CredibilityACCOUNTCREDIBILITY ClassCLASS TYPECLASS TYPE Account Guarantor Last Name CONTACTLAST NAMEThe contact who is the account guarantor Account Guarantor Last Name CONTACTFIRST NAME Prepaid AmountACCOUNT PREPAIDPREPAID AMOUNT AddressMAILING ADDRESSADDRESSPrimary mailing address ProvinceMAILING ADDRESSPROVINCE CityMAILING ADDRESSCITY PostalMAILING ADDRESSPOSTAL CountryMAILING ADDRESSCOUNTRY Phone NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address where address type = phone Fax NumberELECTRONIC ADDRESS NUMBERThe first effective Electronic address where address type = fax 第26页，共30页 4.29 ServiceService OrderOrder Business Component FieldTableColumnComment Date createdSERVICE ORDERDATE CREATED Order numberSERVICE ORDERORDER NUMBER Order typeSERVICE ORDERORDER TYPE Status SERVICE ORDERSTATUS Priority SERVICE ORDERPRIORITY Created by SERVICE ORDERCREATED BY Shipping dateSERVICE ORDERSHIPPING DATE Billable SERVICE ORDERBILLABLE Pricing list namePRICING LISTPRICING LIST NAME Service chargeSERVICE ORDERSERVICE CHARGE Currency codeCURRENCYCURRENCY CODE Discount SERVICE ORDERDISCOUNT Service request numberSERVICE REQUESTSERVICE REQUEST NUMBER Contact First NameCONTACTCONTACT FIRST NAME Contact Last NameCONTACTCONTACT LAST NAME Approve SERVICE ORDERAPPROVE Approved byUSERLOGIN NAME DescriptionSERVICE ORDERDESCRIPTION 4.30 ServiceService RequestRequest Business Component FieldTableColumnComment Service request numberSERVICE REQUESTSERVICE REQUEST NUMBER Description SERVICE REQUESTDESCRIPTION 第27页，共30页 Business Component FieldTableColumnComment Abstract SERVICE REQUESTABSTRACT Service typeSERVICE REQUESTSERVICE TYPE Source SERVICE REQUESTSOURCE Frequency SERVICE REQUESTFREQUENCY Severity SERVICE REQUESTSEVERITY Priority SERVICE REQUESTPRIORITY Status SERVICE REQUESTSTATUS AssignerUSERLOGIN NAME AssigneePOSITIONNAME Date openedSERVICE REQUESTDATE OPENED Commit timeSERVICE REQUESTCOMMIT TIME Contact Last NameCONTACTLAST NAME Contact First NameCONTACTFIRST NAME Account NameACCOUNTACCOUNT NAME Internal Product UsedPRODUCTPRODUCT NAME Service Request AddressMAILING ADDRESSADDRESS Service Request ProvinceMAILING ADDRESSPROVINCE Service Request CityMAILING ADDRESSCITY Service Request PostalMAILING ADDRESSPOSTAL Service Request CountryMAILING ADDRESS