OA需求规格说明书介绍.docx

文档介绍：OA需求规格说明书介绍
OA需求规格说明书介绍
1 / 231
OA需求规格说明书介绍
OA系统开发工程
客户需求说明书
撰写时间：2021年5月10日
撰写部门：····11
4．2软件需求详细说明
··········································································································
OA需求规格说明书介绍
OA需求规格说明书介绍
9 / 239
OA需求规格说明书介绍
11
4．2．1
系统管理···············································································································11
机构配置管理
········································································································11
审批流程设置
········································································································13
4．2．2
客户档案管理
·········································································································14
业务员管理
···········································································································14
客户信息管理
········································································································14
4．2．3
业务任务额进度管理
································································································15
4．2．4
回款明细管理
·········································································································16
OA需求规格说明书介绍
OA需求规格说明书介绍
9 / 239
OA需求规格说明书介绍
一、引言
办公自动化系统采用纯 WEB技术，即：在客户端不必安装专用代码，系统功能全部在服
务器端集中实现和管理，系统维护升级难度和工作量明显降低，真正做到客户端零维护，使
系统可用性和易维护性与传统方式相比有了质的飞跃。
系统设计使各模块可独立存在；整个软件易拆分，易组装，灵活方便；采用了先进的安
装盘制作方法，提供全中文安装界面提示以及全套系统安装时所需的软件，安装速度快，操
作简便，保证软硬件双重加密，数据平安可靠；绿色软件安装对现有系统不造成任何破坏；
良好的系统开放能力和可扩展性，同时可根据各个不同企事业特点，为其量身定制其业务模
块。
二、产品概述
2．1目标
2．1．1业务目标
本方案基于业务现状，主要实现以下四个目标：
一是全面推进办公信息化、网络化；
二是实现对客户档案、客户联系人资料、任务额进度、回款明细等的可控可管；
三是实现整体业务信息化构建框架，通过对工作流程方案配置、系统操作权限方案配置，在
完全满足现有业务需求条件下，能够支持对现有业务流程变化的调整，并能满足对新业务的
扩展支撑。
2．1．2功能目标
系统管理
组织机构、员工、职位是办公助手的根本信息组成局部， 在各个机构下设置相应的职位，
每个职位可以具有不同的操作权限，通过建立员工与相应职位的对应关系，实现对员工操作
权限的统一管理。
OA需求规格说明书介绍
OA需求规格说明书介绍
10 / 2310
OA需求规格说明书介绍
系统管理是为办公自动化系统的正常运行提供管理功能，首次安装完办公