Enterprise material management system
1. Case Background
In the material management of traditional enterprises, both the outbound and inbound materials need paper registration forms to record, which is cumbersome, difficult to store and unable to quickly count and analyze data. This case can make the material management of the enterprise easier, and also realize the visual management and analysis of the submitted data. Let's learn about the construction of the material management system of the enterprise together!
2. Achieve results
💡Implement management of the whole process of enterprise materials in and out of storage
💡Smart reminder of asset collection application for more efficient approval
💡Real-time association of multi-table data and automatic updating of inventory data
💡Use of mixed reports for visual management of enterprise materials
💡Realize real-time query of Enterprise material changes and inventory data analysis
3. Demo Video
Video source YIDA video manual Hello! Low codeProduction Management practice case(Lecture 1) and (Lecture 2), YIDA video manual document provides more teaching videos.
Further reading:https://www.yuque.com/yida/video/dazke6
4. Implementation steps
The form to be created in this case
- 5 Common forms: Material category, material name entry, material entry form, material warehouse, personal warehouse
- 2 Flow Chart: Material Collection and material return
- Three reports: Enterprise material management report, Material Collection Query Report, and personal material return details report
4.1 Step 1: Create a form and configure components
4.1.1 material classification input form
Form usage
- Subsequent input material classification
- AsMaterial Name entry form 」Bottom table of material classification fields
- AsMaterial entry form 」Bottom table of material Category fields
Path: After creating the application> Create page in the upper-left corner> select create common form
Component configuration
- Item type (single line text)
4.1.2 material name entry form
Form usage
- Enter the name of the material
- AsMaterial inventory entry form 」The bottom table of the material name field.
Component configuration
- Material Name (single line text)
- Material Classification (drop-down single choice)
Component configuration
Item category configuration is associated with other form data, and form selectionMaterial categoryForm, field selectionMaterial category
4.1.3 material entry form
Form usage
- Input materials
Component configuration
- Item Name (drop-down selection, associated with other form data-item name entry table-item name)
- Material category (single-line text, with material name as the condition data linkage material category, set read-only to prevent others from changing)
- Quantity (value)
Component configuration
Associate Other form data configurations
Data Linkage configuration
4.1.4 material warehouse
Form usage
- Store the number of entries for each item
- Item Name fieldMaterial Collection 」Bottom table for receiving material fields
- Item category fieldMaterial Collection 」Bottom table of material Category fields
Component configuration
- Material Name (single line text)
- Item type (single line text)
- Material inventory (numerical value)
- The component status is set to read-only. You must insert or change data through business rules without manually submitting values.
Component configuration
4.1.5 personal warehouse
Form usage
- Storage of personal borrowed materials
- Item Name fieldMaterial return 」The bottom table of the returned material field.
Component configuration
- Employee name (member)
- Material Name (single line text)
- Item type (single line text)
- Quantity (value)
- Components can be set to read-only. You must insert or change data through business rules.
Component configuration
4.1.6 material collection
Form usage
- Application for personal receipt of materials
Component configuration
- USER (member component, set the formula USER() to automatically obtain the current login person to prevent others from filling in)
- Receiving materials (drop-down selection, associated with other form data-material warehouse-material name)
- Material category (single-line text, the material category of the material warehouse based on the data linkage of receiving materials)
- Quantity (value)
- Inventory quantity (value, data linkage out the material inventory of the material warehouse form, the function of this component is used to check whether the collection number is greater than the inventory number, set read-only)
Component configuration
Member formula configuration
Associate Other form data configurations
Data Linkage configuration
4.1.7 material return
Form usage
- Application for returning materials
Component configuration:
- Return person (member, set formula USER() and read-only)
- Return materials (drop-down selection, associated with other forms-personal warehouse-material name)
- Material category (single line text, data linkage to obtain the material category of personal warehouse)
- Return quantity (value)
- Number of personal warehouses (value, data linkage to obtain personal warehouses-quantity, set read-only)
Component configuration
Member formula configuration
Associate Other form data configurations
Data Linkage
4.2. Step 2: Configure form Business Association rules and form verification
Three forms are required to configure business association rules.
4.2.1 material entry form
Store the entered quantity of materialsMaterial Warehouse 」Form, usedUPSERTBusiness Rule function
Path: page design page> form Settings> Formula execution> add business rules
Business Association rule formula configuration
4.2.2 material collection form
Updated after receiving materialsMaterial Warehouse 」Data andPersonal warehouse 」Data (remember to save and publish after setting)
UpdateMaterial Warehouse 」Data
Path: Process Design> Global Settings> node submission rules> add rules
Create a business association rule
- Select node: End
- Rule settings: agree
- Delete when the received quantity and inventory quantity are equalMaterial Warehouse 」Corresponding materials:DELETE, not equalUPDATE UpdateMaterial Warehouse 」Data
Update/delete material warehouse data
- UpdatePersonal warehouse 」Data: related business rule functions:UPSERT
Update personal warehouse data
Verification rules: useGTThe number of functions used for verification cannot exceed the inventory quantity. Select Block submission.
Configure verification formula
4.2.3 material return form
- Verification rules:GTFunction determines that the returned quantity cannot be greater than the number of personal warehouses. Select Block submission
- UpdateMaterial Warehouse 」Data: used to update dataUPSERTFunction
Update material warehouse 」
- UpdatePersonal warehouse 」Data: delete when the number of Angelica sinensis is equal to the number of personal warehousesPersonal warehouse 」Corresponding supplies DELETE, not equalUPDATE UpdatePersonal warehouse 」Quantity
Update personal repository 」
4.3. Step 3: Configure connector nodes
After the approver agrees, the to-do task is automatically created to the corresponding person in charge.
4.3.1 receiving materials
Create a connector
- Path: click material collection Flow Chart> Process Design> Under the approver node +> connector> to-do 2.0> execute action select create to-do task> configure execution action field> save>> Publish
Create a connector node
- Add connector application
Application selection
- Perform an actionSelect create to-do task
Select execution action
Perform action configuration
- To-Do ownerAndPublisherSelect fieldRecipient,ExecutorSelect the member to be notified;
- The red asterisk is a required field and must be filled in. Otherwise, the configuration cannot be saved successfully.
Configure execution actions
4.4 Step 4: create a report
Path: go to the create page in the upper-left corner of the application> Create report
Create a report
4.4.1 enterprise Material Management report
UseIndicator cardShow the current inventory of materials and know the total quantity of inventory at a glance.
Indicator card configuration
Aggregate material inventory fields, and select sum for aggregation method
Basic tableShow detailed items and inventory
Basic table configuration
UseHistogramDisplays the current inventory quantity by item category/item name.
Inventory quantity of material Category
Material Name inventory quantity
Pie chartDisplay item category/product proportion of inventory quantity
Proportion of material name inventory
Table configuration
4.4.2 personal material inquiry
UseIndicator cardThe component displays the total number of received fields and the number of used indicator fields, and then sums their fields.
Indicator card configuration
QuantitySet the aggregation methodSummation
Aggregation method
Basic tableDisplay item collection details
To get the form details data, you can configure a formula field as follows.
For more information, see:Link jump
Formula field configuration
Link jump configuration
4.4.3 return details of personal materials
UseBasic tableDisplay the detailed data of material return. The configuration is as follows:
For more information, see:Link jump
Table configuration
DetailsA formula field is required for a field.
Formula field configuration
Configure the jump link on the details field
Link jump
In the report, the member Field is displayed with [""], and the style is not beautiful. You can use the following formula field to remove [""] and only display the name of the person.
Member display name
5. Achieve results
6. FAQ
6.1 Business rules or validation formulas report errors
The characters in the formula must be in English format, or go to the corresponding formula document to view the format.
6.2 Can business rule IF determine all components
IF you configure the business association formula to use the IF formula to determine first, the condition of IF judgment should be the primary table condition. For more information, see:Business Rule cases
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