1.1 How to check the basic data control type and basic data control strategy of Kingdee Cloud Starry Sky (including the early K3 Cloud version)?
Use the Kingdee Cloud Star (including earlier K3 Cloud version) administrator account (with basic data distribution rights) to enter System Management>Organization>Basic Data Control View, please refer to the figure below.
1.2 The strategy type of the basic data control type is the allocation type, how to set the automatic allocation execution frequency of Kingdee Cloud Star (including the early K3 Cloud version)?
Taking materials as an example, in the execution plan list, find the corresponding execution plan by name, and double-click to enter to set the execution frequency, as shown in the figure below:
Please refer to: https://vip.kingdee.com/article/8771
1.3 How to enable the Change Order/New Change Order?
Enter the sales management system parameter interface, check the order change order option and save it to open it, as shown in the figure below:
1.4 How to check whether the employee is a salesperson in Kingdee Cloud Star (including the early K3 Cloud version)?
In Kingdee Cloud Starry Sky (including the early K3 Cloud version), check the basic management > basic information > public information > salesperson list, as shown in the figure below:
Or when entering a document, fill in the salesperson field, and click to solve the pop-up pop-up window that is the list of salespersons, as shown in the figure below:
1.5 How to export material/sales order/immediate inventory data from Kingdee Cloud (including earlier K3 Cloud versions)?
Material Export:
In Material List>Options>Export, there is data exported according to the import/export template:
Sales order/immediate inventory leads reference material lead;
1.6 How to view the apiname of the ShareCRM interface field?
Search for WebAPISDK Web API in the interface, as shown in the figure below, click to enter, and then find the corresponding document on the left side of the web api interface, enter and select Save, and you can see the field identification of the document interface;
Note: When adding an ERP field to CRM, please refer to the json format of the document to determine whether details or FNumber/FName need to be added. For details, please refer to the training assistant video course: Kingdee Cloud Starry Sky (including early K3 Cloud version) product training 2.0;
1.7 How to display the hidden columns on the document list viewing page of accounts/orders?
On the document list page, click the Filter button and switch to the Show Hidden Columns tab in the pop-up window to check Show Hidden Columns, as shown in the figure below:
1.8 View Auxiliary Information
