Commit c5308dc0 authored by 胡欣然's avatar 胡欣然

migrate: 从 jiaxinyan/CBF 迁移 CBF 问题清单(ISS-CBF-001~020)至 issues-ledger/

parent b49edf9b
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!/KB_SC/** !/KB_SC/**
!/ledgers/ !/ledgers/
!/ledgers/** !/ledgers/**
!/issues-ledger/
!/issues-ledger/**
!/AGENTS.md !/AGENTS.md
!/.gitignore !/.gitignore
---
id: ISS-CBF-001
project: CBF
title: 服务订单是否需要服务合同或保修管理功能?
en_title: "Do service orders require service contracts or warranty management?"
raised_dept: 销售
raised_by: Allen
owner: Allen
client_contact: Allen
owner_history: []
system: SD
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 方案已确认
en_sap_status: "Solution Confirmed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#1 / 6/24 会议
en_source: "Blueprint Issue#1 / 6/24 Meeting"
source_direct: "6/24 会议 (Meeting Minutes-CBF Blueprint discussion-260624.docx)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #1: Service Order Management (第405-431行)"
source_context: "CBF 现场咨询报告及 SD 调研:\"They recorded spare parts order, not record the service order. Service order Not in Mafact. Cost book will manually book in the Winbooks.\""
core_problem: "CBF 的服务订单目前在任何 ERP 系统中均无记录,仅服务成本手工录入 Winbooks。5月13日会议也确认部分服务无采购订单。"
ai_proposal: "方案A(推荐):将服务订单管理纳入 SAP(Scope Item J58,含服务项目类别),实现端到端可视化与成本归集。方案B(最小化):继续手工管理服务,仅使用 SAP 开具发票(VF01 形式发票)。前置条件:需确认典型服务流程(客户请求→派工→完成→开票)及服务成本(员工工时、使用物料)追踪方式。"
linked: []
工时: ""
---
# ISS-CBF-001 Do service orders require service contracts or warranty management?
## 问题描述
服务订单管理方案:复用备件销售订单场景,插入服务行项目记录工时和成本。不需要新的业务场景或特殊系统服务功能。
## Description (EN)
Agreed approach: reuse spare parts sales order scenario, copy service orders from spare parts orders and insert service line items to record labor hours and costs. No new business scenario or special system service function required.
## 当前方案
6/24会议确认:复用备件销售订单(VA01),插入服务行项目。Allen需提交含物料+服务行的混合销售订单方案。未来服务报价应在SAP中生成。
## 进展日志
- 2026-07-08 · Allen · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [更新] · 6/24会议确认方案,状态更新为"方案已确认"
---
id: ISS-CBF-002
project: CBF
title: 服务采购:哪些需要PO?判定标准?
en_title: "Service Procurement: Which items require PO? What are the criteria?"
raised_dept: 采购
raised_by:
owner: 王理
client_contact: 余经理
owner_history: []
system: MM
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#2
en_source: "Blueprint Issue#2"
source_direct: "MM 调研 (Nov 2025)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #2: Service Procurement PO Requirement (第434-464行)"
source_context: "MM 调研:\"Some services require a purchase order. For example, no purchase order is required for subcontracting on site.\""
core_problem: "部分服务采购不需要采购订单,其他则需要。尚无书面规则区分二者。"
ai_proposal: "**推荐**:将所有服务采购纳入 SAP 采购订单流程,配置审批工作流,确保成本捕获、预算可控、满足比利时税务审计要求。**备选**:为低值服务配置无PO发票流程,设定审批限额。**前置条件**:需明确哪些服务需要PO vs 不需要的判定标准(金额、类型、供应商)。
linked: []
工时: ""
---
# ISS-CBF-002 Service Procurement: Which items require PO? What are the criteria?
## 问题描述
服务采购:客户(SLE)确认不需要服务采购功能。
## Description (EN)
SLE confirmed: service procurement is NOT needed. Closed.
## 当前方案
SLE评注确认"不需要"。已关闭。
## 进展日志
- 2026-07-08 · — · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [关闭] · SLE确认不需要,已关闭
---
id: ISS-CBF-003
project: CBF
title: 委外加工:库存风险由谁承担?所有权是否转移?
en_title: "Subcontracting: Who bears inventory risk? Does ownership transfer?"
raised_dept: 采购/法务
raised_by:
owner: 王理
client_contact: 余经理
owner_history: []
system: MM/PP
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#5
en_source: "Blueprint Issue#5"
source_direct: "5/13 会议 (Minutes of Meeting20260513.docx)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #5: Subcontracting Process (第545-583行)"
source_context: "5/13 会议:\"Goods are delivered from Vendor A to Vendor B for processing, and Vendor B delivers finished goods directly to customers. The cost of finished goods (e.g., Material No.2810371) consists of raw material procurement cost from Vendor A and subcontracting processing fee charged by Vendor B.\""
core_problem: "物料从供应商A送到供应商B加工,供应商B将成品直接发运给客户。需明确库存风险承担、所有权转移、委外关系数量等问题。"
ai_proposal: "**推荐启用 SAP 标准委外加工流程**:创建"委外加工"采购订单类型(特殊采购类型),通过 BOM 管理组件消耗,"供应商库存"跟踪提供给供应商的物料。**结算方式**:原材料成本(CBF仓库发出)+ 加工费(供应商B发票)。**前置条件**:需俞经理和 Vincent 提供示例数据(5/13 会议待办)。
linked:
- {rel: 同Issue, id: ISS-CBF-004}
- {rel: 同Issue, id: ISS-CBF-005}
- {rel: 同Issue, id: ISS-CBF-006}
- {rel: 关联, id: ISS-CBF-014}
工时: ""
---
# ISS-CBF-003 Subcontracting: Who bears inventory risk? Does ownership transfer?
## 问题描述
委外加工:库存风险由谁承担?所有权是否转移?
## Description (EN)
Clarifying who bears the inventory risk during subcontracting and whether material ownership transfers to the subcontractor.
## 当前方案
## 进展日志
- 2026-07-08 · — · [迁移] · 从BOS标准问题清单模板迁移
---
id: ISS-CBF-004
project: CBF
title: 委外加工:是否涉及多个委外加工商?
en_title: "Subcontracting: Are multiple subcontractors involved?"
raised_dept: 采购
raised_by:
owner: 王理
client_contact: 余经理
owner_history: []
system: MM
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#5
en_source: "Blueprint Issue#5"
source_direct: "5/13 会议 (Minutes of Meeting20260513.docx)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #5: Subcontracting Process (第545-583行)"
source_context: " ISS-CBF-003,来自5/13 会议识别的委外加工特殊流程。"
core_problem: "是否同时涉及多个委外加工商?影响 SAP 委外加工流程配置复杂度。"
ai_proposal: "需确认:是否同时涉及多个委外加工商?若涉及,SAP 标准委外加工流程支持多级委外(Subcontracting with multilevel BOM)。**建议**:先梳理现有委外关系图,确认是否有级联加工场景。"
linked:
- {rel: 同Issue, id: ISS-CBF-003}
- {rel: 同Issue, id: ISS-CBF-005}
- {rel: 同Issue, id: ISS-CBF-006}
工时: ""
---
# ISS-CBF-004 Subcontracting: Are multiple subcontractors involved?
## 问题描述
委外加工:是否涉及多个委外加工商?
## Description (EN)
Determining whether the subcontracting process involves multiple subcontractors for a single material or order.
## 当前方案
## 进展日志
- 2026-07-08 · — · [迁移] · 从BOS标准问题清单模板迁移
---
id: ISS-CBF-005
project: CBF
title: 委外加工:供应商B是否会添加自己的材料?
en_title: "Subcontracting: Will Supplier B add their own materials?"
raised_dept: 采购
raised_by:
owner: 王理
client_contact: 余经理
owner_history: []
system: MM/PP
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#5
en_source: "Blueprint Issue#5"
source_direct: "5/13 会议 (Minutes of Meeting20260513.docx)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #5: Subcontracting Process (第545-583行)"
source_context: " ISS-CBF-003,来自5/13 会议识别的委外加工特殊流程。"
core_problem: "供应商B是否会添加自己的材料(不仅是CBF提供的零件)?影响委外加工 BOM 组件配置和成本核算。"
ai_proposal: "需确认:供应商B 是否会添加自己的材料?若添加,影响委外加工 BOM 组件配置和成本核算。**建议**:若供应商 B 仅提供加工服务(不加料),使用标准委外加工;若需加料,考虑使用"委外加工 + 服务采购"组合方案。"
linked:
- {rel: 同Issue, id: ISS-CBF-003}
- {rel: 同Issue, id: ISS-CBF-004}
- {rel: 同Issue, id: ISS-CBF-006}
工时: ""
---
# ISS-CBF-005 Subcontracting: Will Supplier B add their own materials?
## 问题描述
委外加工:供应商B是否会添加自己的材料?
## Description (EN)
Clarifying whether the subcontractor (Supplier B) will add their own materials during the subcontracting process.
## 当前方案
## 进展日志
- 2026-07-08 · — · [迁移] · 从BOS标准问题清单模板迁移
---
id: ISS-CBF-006
project: CBF
title: 委外加工:典型业务量和委外关系数量?
en_title: "Subcontracting: Typical business volume and number of subcontracting relationships?"
raised_dept: 采购
raised_by:
owner: 王理
client_contact: 余经理
owner_history: []
system: MM
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#5
en_source: "Blueprint Issue#5"
source_direct: "5/13 会议 (Minutes of Meeting20260513.docx)"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #5: Subcontracting Process (第545-583行)"
source_context: " ISS-CBF-003,来自5/13 会议识别的委外加工特殊流程。"
core_problem: "典型业务量是多少?有多少个这样的委外关系?影响系统配置复杂度和数据迁移规模。"
ai_proposal: "需确认:典型业务量是多少?有多少个这样的委外关系?影响 SAP 系统配置的复杂度和数据迁移规模。**建议**:梳理委外供应商清单(名称、加工物料类型、月均订单量),作为系统配置和测试数据准备的依据。"
linked:
- {rel: 同Issue, id: ISS-CBF-003}
- {rel: 同Issue, id: ISS-CBF-004}
- {rel: 同Issue, id: ISS-CBF-005}
工时: ""
---
# ISS-CBF-006 Subcontracting: Typical business volume and number of subcontracting relationships?
## 问题描述
委外加工:典型业务量和委外关系数量?
## Description (EN)
Understanding the typical business volume and the number of subcontracting relationships to configure the system appropriately.
## 当前方案
## 进展日志
- 2026-07-08 · — · [迁移] · 从BOS标准问题清单模板迁移
---
id: ISS-CBF-007
project: CBF
title: 是否启用完整PP模块?还是用简单库存+BOM替代
en_title: "Enable full PP module? Or use simple inventory + BOM as alternative?"
raised_dept: 生产
raised_by:
owner: 王理
client_contact: Johannes + 余经理
owner_history: []
system: PP
registered: 2026-07-08
category: 系统优化问题
en_category: "System Optimization"
priority:
en_priority: "High"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 PP 调研 / 5/13 会议
en_source: "Blueprint PP Research / 5/13 Meeting"
source_direct: "PP 调研 (Nov 2025) + 5/13 会议"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · PP 模块调研部分"
source_context: "PP 调研:CBF 仅组装(assembly),无原材料生产。BOM 结构极简。"
core_problem: "CBF 仅做组装,无原材料生产。完整 PP 模块复杂度高但可追踪 WIP 价值;简化方案(MM+BOM)复杂度低但无法追踪在制品。"
ai_proposal: "**推荐方案(简化)**:CBF 仅组装,无原材料生产,建议使用 MM + BOM 管理,不启用完整 PP 模块。复杂度低,实施风险小。**备选方案(完整PP)**:若需追踪 WIP 价值、精细排程、生产成本归集,则启用完整 PP 模块。复杂度高但可追溯在制品。**判断依据**:是否需要生产订单管理、工序追踪、能力计划?若答案为"否",简化方案足够。"
linked: []
工时: ""
---
# ISS-CBF-007 Enable full PP module? Or use simple inventory + BOM as alternative?
## 问题描述
是否启用完整PP模块?还是用简单库存+BOM替代?
## Description (EN)
Deciding whether to enable the full Production Planning (PP) module or use a simplified approach with inventory management and BOM.
## 当前方案
## 进展日志
- 2026-07-08 · BOS · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-08 · BOS · [指派] · owner → 王理; client_contact → Johannes + 余经理
---
id: ISS-CBF-008
project: CBF
title: 预扣税适用范围:所有外国供应商?特定国家/类型?
en_title: "Withholding tax scope: All foreign suppliers? Specific countries/types?"
raised_dept: 财务
raised_by: Vincent
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#6 / 5/21 调研
en_source: "Blueprint Issue#6 / 5/21 Research"
source_direct: "FICO 调研 (Nov 2025) + 5/21 会议"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #6: Withholding Tax (第588-619行)"
source_context: "FICO 调研:\"Withholding tax rate: 30%. Trigger: payment at receipt. Calculation base: not specified (n#a in survey). External report to tax offices.\""
core_problem: "预扣税率30%,收款时触发。但适用范围不明确:所有外国供应商还是仅限特定国家/类型?是否需要考虑双重征税协定?"
ai_proposal: "**配置 SAP 标准预扣税功能**:预扣税类型=基于付款(付款时触发),税率=30%(调研确认)。**需确认**:适用预扣税的供应商类别(所有外国供应商 vs 特定国家/类型),以及双重征税协定的减免规则。**报告**:配置 SAP 预扣税凭证,满足向税务机关提交外部报告的要求。"
linked: []
工时: ""
---
# ISS-CBF-008 Withholding tax scope: All foreign suppliers? Specific countries/types?
## 问题描述
预扣税适用范围:所有外国供应商?特定国家/类型?
## Description (EN)
Determining the scope of withholding tax application — whether it applies to all foreign suppliers or only specific countries/vendor types.
## 当前方案
## 进展日志
- 2026-07-08 · Vincent · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [更新] · SLE确认"不做实施",推迟至第二阶段
- 2026-07-17 · BOS · [关闭] · 客户确认预扣税不在SAP中实施,已关闭
---
id: ISS-CBF-009
project: CBF
title: 预扣税计算基数:是否含增值税?
en_title: "Withholding tax calculation base: Does it include VAT?"
raised_dept: 财务
raised_by: Vincent
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#6 / 5/21 调研
en_source: "Blueprint Issue#6 / 5/21 Research"
source_direct: "FICO 调研 (Nov 2025) + 5/21 会议"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #6: Withholding Tax (第588-619行)"
source_context: " ISS-CBF-008,FICO 调研中预扣税计算基数未明确(n#a)。"
core_problem: "预扣税计算基数是否含增值税?调研中未明确,需与 CBF 财务确认。"
ai_proposal: "需与 CBF 财务确认:预扣税计算基数是否含增值税(调研中未明确)。**建议**:参照比利时税法标准,预扣税基数通常不含 VAT。需 Vincent 确认 CBF 实际操作。"
linked: []
工时: ""
---
# ISS-CBF-009 Withholding tax calculation base: Does it include VAT?
## 问题描述
预扣税计算基数:是否含增值税?
## Description (EN)
Clarifying whether the withholding tax calculation base should include or exclude VAT (Value Added Tax).
## 当前方案
## 进展日志
- 2026-07-08 · Vincent · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [关闭] · 预扣税不在SAP中实施,关联ISS-CBF-008一同关闭
---
id: ISS-CBF-010
project: CBF
title: 预扣税是否需要考虑双重征税协定?
en_title: "Does withholding tax need to consider double taxation treaties?"
raised_dept: 财务
raised_by: Vincent
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#6 / 5/21 调研
en_source: "Blueprint Issue#6 / 5/21 Research"
source_direct: "FICO 调研 (Nov 2025) + 5/21 会议"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #6: Withholding Tax (第588-619行)"
source_context: " ISS-CBF-008,比利时与多国签有双重征税协定。"
core_problem: "预扣税是否需要考虑双重征税协定?比利时与中国等多国有税收协定,可能降低预扣税率。"
ai_proposal: "**推荐**:在 SAP 中配置双重征税协定减免规则。比利时与多国(含中国)签有税收协定,可能降低预扣税率。**建议**:梳理 CBF 主要外国供应商所在国,确认适用协定税率,配置 SAP 预扣税减免。"
linked: []
工时: ""
---
# ISS-CBF-010 Does withholding tax need to consider double taxation treaties?
## 问题描述
预扣税是否需要考虑双重征税协定?
## Description (EN)
Determining whether double taxation treaties need to be considered when calculating withholding tax for cross-border payments.
## 当前方案
## 进展日志
- 2026-07-08 · Vincent · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [关闭] · 预扣税不在SAP中实施,关联ISS-CBF-008一同关闭
---
id: ISS-CBF-011
project: CBF
title: 固定资产资本化阈值:多少以上资本化,以下费用化?
en_title: "Fixed asset capitalization threshold: Above which amount to capitalize vs expense?"
raised_dept: 财务
raised_by: Vincent
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#7 / 5/13 会议
en_source: "Blueprint Issue#7 / 5/13 Meeting"
source_direct: "FICO 调研 (Nov 2025) + 5/13 会议"
source_root: "蓝图文档 CBF Blueprint Document_V1.7.md · Issue #7: Fixed Asset Data Migration (第624-667行)"
source_context: "FICO 调研:\"Do you manage fixed asset in system or in excel? In excel for the details and then at the end of each month the bookings are done manually in the system.\" \"Does each fixed asset have unique asset number? No.\""
core_problem: "固定资产完全在 Excel 中管理(2个文件:折旧计算 + 资产明细),无唯一资产编号。需确定资本化阈值。"
ai_proposal: "需确认:固定资产资本化阈值(多少以上资本化,以下费用化)。**建议**:参照比利时会计准则和 CBF 内部政策。若无现行政策,建议参考 SAP 默认值(如 €2,500)设定。此阈值影响资产主数据迁移范围和折旧计算。"
linked: []
工时: ""
---
# ISS-CBF-011 Fixed asset capitalization threshold: Above which amount to capitalize vs expense?
## 问题描述
固定资产资本化阈值:多少以上资本化,以下费用化?
## Description (EN)
Defining the capitalization threshold for fixed assets — amounts above are capitalized, below are expensed.
## 当前方案
## 进展日志
- 2026-07-08 · Vincent · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-17 · BOS · [关闭] · SLE确认"We will not set the FA in SAP",已关闭
---
id: ISS-CBF-012
project: CBF
title: 固定资产是否存在在建工程(AUC/CIP)?
en_title: "Are there Assets Under Construction (AUC/CIP) for fixed assets?"
raised_dept: 财务
raised_by: Vincent
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Low"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#7 / 5/13 会议
en_source: "Blueprint Issue#7 / 5/13 Meeting"
ai_proposal: "需确认:是否存在在建工程(AUC/CIP)?若存在,需在 SAP 中配置"在建工程"资产类别,支持阶段性资本化。**建议**:请 Vincent 确认当前是否有未完工的工程项目,以及其会计处理方式。"
linked: []
工时: ""
---
# ISS-CBF-012 Are there Assets Under Construction (AUC/CIP) for fixed assets?
## 问题描述
固定资产是否存在在建工程(AUC/CIP)?
## Description (EN)
Determining whether the company has Assets Under Construction (AUC) or Construction in Progress (CIP) that need to be managed in SAP.
## 当前方案
## 进展日志
- 2026-07-08 · Vincent · [迁移] · 从BOS标准问题清单模板迁移
---
id: ISS-CBF-013
project: CBF
title: 数据迁移"无业务移动日"(业务冻结日期)定在哪天
en_title: "Data Migration: When is the 'No Business Movement Day' (business freeze date)?"
raised_dept: 全模块
raised_by:
owner: 张静
client_contact: Johannes + 余经理
owner_history: []
system: 全模块
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#4 / 6/24 会议
en_source: "Blueprint Issue#4 / 6/24 Meeting"
ai_proposal: "**建议**:冻结日期应选择业务量最低的时间段(如年末/假期),确保迁移数据完整性。**前置条件**:需 Johannes + 余经理确认业务冻结日期,此日期决定数据迁移的时间窗口和范围。**影响**:冻结日期之前的历史数据需完整迁移到 SAP,冻结日期之后的新业务直接在 SAP 中处理。"
linked: []
工时: ""
---
# ISS-CBF-013 Data Migration: When is the 'No Business Movement Day' (business freeze date)?
## 问题描述
数据迁移"无业务移动日"(业务冻结日期)定在哪天?
## Description (EN)
Determining the 'No Business Movement Day' (business freeze date) for data migration — the cutoff date when no business transactions should be posted.
## 当前方案
## 进展日志
- 2026-07-08 · BOS · [迁移] · 从BOS标准问题清单模板迁移
- 2026-07-08 · BOS · [指派] · owner → 张静; client_contact → Johannes + 余经理
---
id: ISS-CBF-014
project: CBF
title: 物料编码策略:CBW统一编号 vs 保留CBF 7位
en_title: "Material Numbering Strategy: Adopt CBW unified numbering vs keep CBF 7-digit?"
raised_dept: 全模块
raised_by: BOS
owner: 王理
client_contact: Johannes + 余经理
owner_history: []
system: MM
registered: 2026-07-08
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 待定
developer: ""
evidence: []
attachments: []
source: 蓝图 Issue#8 / 4/17 会议 / 4/30 会议
en_source: "Blueprint Issue#8 / Apr 17 Meeting / Apr 30 Meeting"
ai_proposal: "**推荐方案A:采用 CBW 统一编号** CBF 特有物料在 CBW 预留号段内分配,集团报表统一,长期维护成本低。约1000个活跃物料需重新编号。**备选方案B:保留 CBF 7位编号 + 交叉引用表** 历史数据迁移快,业务干扰小,但集团报表需额外映射,长期维护成本高。**前置依赖**:此决策必须在物料主数据全面迁移(超过 20-30 个样品)之前做出。"
linked:
- {rel: 阻塞, id: TSK-CBF-007}
- {rel: 阻塞, id: TSK-CBF-008}
- {rel: 关联, id: ISS-CBF-003}
- {rel: 关联, id: ISS-CBF-004}
- {rel: 关联, id: ISS-CBF-005}
- {rel: 关联, id: ISS-CBF-006}
工时: ""
---
# ISS-CBF-014 物料编码策略:CBW统一编号 vs 保留CBF 7位
## 问题描述
CBF 目前在 Mafact 中使用 7 位零件号,CBW 使用不同的编码体系。4月17日会议建议遵循「一物一码」原则,优先推荐直接使用 CBW 编号为主编号,或建立统一编号映射规则。4月30日会议确认材料定价沿用 CBF 原有计算标准,但编码决策仍未确定。
## Description (EN)
CBF currently uses 7-digit part numbers in Mafact, while CBW uses a different numbering system. The Apr 17 meeting recommended following the "one material, one number" principle, preferring to adopt CBW numbers as the primary numbering or establish a unified mapping rule. The Apr 30 meeting confirmed pricing follows CBF's original standards, but the numbering decision remains open.
## 当前方案
### 方案A:采用CBW统一编号(蓝图推荐)
- CBF 特有物料在 CBW 预留号段内分配
- 集团报表统一,长期维护成本低
- 约1000个活跃物料需重新编号
### 方案B:保留CBF 7位编号 + 交叉引用表
- 通过交叉引用表映射到CBW编号用于集团报表
- 历史数据迁移快,业务干扰小
- 集团报表需额外映射,长期维护成本高
## 进展日志
- 2026-07-08 · BOS · [迁移] · 从蓝图Issue#8迁入问题清单
- 2026-07-08 · BOS · [指派] · owner → 王理; client_contact → Johannes + 余经理
---
id: ISS-CBF-015
project: CBF
title: 比利时增值税逻辑与SAP标准差异验证
en_title: "Belgian VAT Logic vs SAP Standard - Gap Validation"
raised_dept: 财务
raised_by: Vincent Delsaute
owner: 王欢
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-17
category: 系统优化问题
en_category: "System Optimization"
priority:
en_priority: "High"
sap_status: 已关闭
en_sap_status: "Closed"
acceptance: NA
en_acceptance: "NA"
plan_date: ""
developer: ""
evidence: []
attachments: []
source: 5/21 增值税专题会议
en_source: "5/21 VAT Meeting"
linked:
- {rel: 前置条件, id: TSK-CBF-001}
工时: ""
---
# ISS-CBF-015 比利时增值税逻辑与SAP标准差异验证
## 问题描述
比利时增值税(逆向征收、税码确定、DRC申报)与SAP标准差异需在并行测试环境中验证。5月21日会议识别4项关键差异:
1. 逆向征收:比利时要求销项税+进项税同笔记账,需资产负债表科目映射
2. 税码确定:根据发货国+目的国确定
3. 税务审计可追溯性:需通过总账科目快速检索原始发票
4. DRC申报:政府申报报表格式
建议6个验证场景:国内销售、欧盟内销售(逆向征收)、欧盟外销售(免税)、国内采购、欧盟内采购(逆向征收)、非欧盟进口。
## Description (EN)
Belgian VAT logic (reverse charge, tax code determination, DRC reporting) vs SAP standard differences need validation in a parallel test environment. Six validation scenarios proposed.
## 当前方案
暂无 — 待并行环境搭建完成后进行增值税验证。前置条件:清理后税码列表(TSK-CBF-001负责人:王欢)和按地区分类客户主数据。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从蓝图V1.8 Issue #3创建
- 2026-07-17 · BOS · [关闭] · SLE确认"不做实施",VAT保留在Winbooks+外部税务顾问
---
id: ISS-CBF-016
project: CBF
title: 财务模块上线策略:完全集成 vs 并行运行
en_title: "FI Module Go-Live Strategy: Full Integration vs Parallel Run"
raised_dept: 项目组
raised_by: 俞经理
owner: 张静
client_contact: Johannes + 余经理
owner_history: []
system: 全模块
registered: 2026-07-17
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "High"
sap_status: 方案已明确
en_sap_status: "Solution Clarified"
acceptance: NA
en_acceptance: "NA"
plan_date: ""
developer: ""
evidence: []
attachments: []
source: 4/17 会议
en_source: "4/17 Meeting"
linked:
- {rel: 关联, id: ISS-CBF-013}
工时: ""
---
# ISS-CBF-016 财务模块上线策略:完全集成 vs 并行运行
## 问题描述
4月17日会议讨论了CBF要求"业务模块优先上线、推迟财务模块"与SAP业财一体化本质之间的冲突。BOS顾问明确指出:只要存在采购订单、销售订单、出入库、发票校验等操作,SAP必然会生成财务凭证。
需决策:
1. 完全业财一体化上线 vs Mafact+Winbooks并行运行过渡
2. 如果并行运行:SAP YCBE与Winbooks科目表映射策略是否已验证
3. 无业务移动日(冻结日期)确认(关联ISS-CBF-013)
## Description (EN)
The Apr 17 meeting discussed the conflict between CBF's desire to "go-live with business modules first" and SAP's integrated nature. Decision needed on full integration vs parallel operation approach.
## 当前方案
蓝图建议采用完全集成上线。并行运行增加双重数据录入和对账复杂性而无长期收益。冻结日期(ISS-CBF-013)是此决策的关键路径依赖。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从蓝图V1.8 Issue #4创建
- 2026-07-17 · BOS · [更新] · SLE确认Winbooks继续使用;SAP FI仅覆盖MM/SD移动过账;YCOA替代YCBE;成本方法待确认
---
id: ISS-CBF-017
project: CBF
title: SD自定义字段需求:文件编号、成本控制参考号、发票必填文本
en_title: "SD Custom Fields: File Number, Cost Controlling Reference (M FORMS INDEX), Mandatory Invoice Texts"
raised_dept: 销售
raised_by: Sylvie Ledoux
owner: Allen Chen
client_contact: Sylvie Ledoux
owner_history: []
system: SD
registered: 2026-07-17
category: 开发需求
en_category: "Development Requirement"
priority:
en_priority: "High"
sap_status: 待开发评估
en_sap_status: "Pending Dev Assessment"
acceptance: NA
en_acceptance: "NA"
plan_date: ""
developer: ""
evidence: []
attachments: []
source: SLE评注 V1.6/V1.7
en_source: "SLE Comments V1.6/V1.7"
linked: []
工时: ""
---
# ISS-CBF-017 SD自定义字段需求:文件编号、成本控制参考号、发票必填文本
## 问题描述
Sylvie Ledoux在蓝图V1.6评注中识别三个SAP SD中必需的字段:
1. **文件编号 (File number)** — 自定义代码字段
2. **成本控制参考号 / M FORMS INDEX (Cost controlling reference)** — 订单跟踪/客户内部参考的主键,跨多个操作使用("used in several operations !!!!!!!!")
3. **发票必填文本 (Mandatory texts on invoices)** — 可以使用SAP文本功能
## Description (EN)
SLE identified three mandatory fields for SAP SD: (1) File number - custom code; (2) Cost controlling reference / M FORMS INDEX - main key for order tracking, used in multiple operations; (3) Mandatory invoice texts - using SAP text functionality.
## 当前方案
待BOS开发团队评估可行性和开发工作量。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从SLE评注V1.6/V1.7创建
- 2026-07-17 · BOS · [关联] · 双周计划中 ISS-CB-002 (销售订单自定义字段) 已标记 Completed — 此为通用字段,SLE 特定需求(文件编号/M FORMS INDEX)仍待开发
---
id: ISS-CBF-018
project: CBF
title: CBF成本核算方法待确认
en_title: "CBF Costing Method Unconfirmed"
raised_dept: 财务
raised_by: BOS
owner: Vincent Delsaute
client_contact: Vincent Delsaute
owner_history: []
system: FI/CO
registered: 2026-07-17
category: 管理综合问题
en_category: "General Management"
priority:
en_priority: "Medium"
sap_status: 待客户确认
en_sap_status: "Pending Client Confirmation"
acceptance: NA
en_acceptance: "NA"
plan_date: ""
developer: ""
evidence: []
attachments: []
source: 6/24 蓝图讨论会议
en_source: "6/24 Blueprint Discussion Meeting"
linked:
- {rel: 关联, id: ISS-CBF-016}
工时: ""
---
# ISS-CBF-018 CBF成本核算方法待确认
## 问题描述
6月24日蓝图讨论会议提出,CBF的成本核算方法(costing method)仍待确认。尚未有结论。
## Description (EN)
The costing method for CBF remains unconfirmed as of the June 24 blueprint discussion meeting.
## 当前方案
待CBF财务团队(Vincent Delsaute)确认成本核算方法。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从6/24蓝图讨论会议创建
---
id: ISS-CBF-019
project: CBF
title: VK12客户税分类配置
en_title: "VK12 Customer Tax Classification Configuration"
raised_dept: 财务
raised_by: Johannes
owner: Allen Chen
client_contact: Vincent
owner_history: []
system: FI
registered: 2026-07-17
category: 系统优化问题
en_category: "System Optimization"
priority:
en_priority: "High"
sap_status: 未开始
en_sap_status: "Not Started"
acceptance: NA
en_acceptance: "NA"
plan_date: 2026-07-28
developer: ""
evidence: []
attachments: []
source: 双周计划 20260716
en_source: "Bi-Weekly Plan 20260716"
linked:
- {rel: 关联, id: TSK-CBF-001}
工时: ""
---
# ISS-CBF-019 VK12客户税分类配置
## 问题描述
需要在SAP中配置VK12客户税分类(Customer Tax Classification)。下个检查点:7月28日。
## Description (EN)
Configure VK12 customer tax classification in SAP. Next checkpoint: July 28.
## 当前方案
待配置。关联TSK-CBF-001(提供更新版税码)。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从双周计划引入
---
id: ISS-CBF-020
project: CBF
title: 收集客户主数据进行模拟测试
en_title: "Collect Master Data for Simulation Test"
raised_dept: 项目组
raised_by: Zhangjing
owner: Allen Chen, Hu Xinran, Wang Li
client_contact: Johannes + 俞经理
owner_history: []
system: 全模块
registered: 2026-07-17
category: 跟踪类问题
en_category: "Tracking"
priority:
en_priority: "High"
sap_status: 进行中
en_sap_status: "In Progress"
acceptance: NA
en_acceptance: "NA"
plan_date: 2026-07-28
developer: ""
evidence: []
attachments: []
source: 双周计划 20260716
en_source: "Bi-Weekly Plan 20260716"
linked:
- {rel: 前置条件, id: ISS-CBF-014}
工时: ""
---
# ISS-CBF-020 收集客户主数据进行模拟测试
## 问题描述
收集客户主数据(物料主数据、客商主数据、业务单据样本)进行实际业务模拟测试。双周计划:第1-2周(7/15-8/11)。
## Description (EN)
Collect customer master data (material master, business partner master, business document samples) for simulation testing. Bi-weekly plan: Week 1-2 (7/15-8/11).
## 当前方案
进行中。物料主数据收集被ISS-CBF-014(物料编码策略)阻塞。
## 进展日志
- 2026-07-17 · BOS · [创建] · 从双周计划引入
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