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勘误：徐超统一改为许超（含历史日志）

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{
"list_id": "guanglian-ops-26",
"display_name": "guanglian问题清单",
"mode": "local",
"issue_prefix": "ISS",
"kb_dir": "D:\\AI Project\\广联项目2\\issues-ledger",
"git_root": "D:\\AI Project\\广联项目2",
"push_spec": {},
"updated_at": "2026-08-05",
"run_mode": "local"
}
.opencode/agents/cds-kb.md 0 → 100644
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---
description: CDS 知识库查询助手 — 搜索 SAP S/4HANA Cloud CDS 视图的字段详情、描述和中文翻译。当用户询问 CDS 视图、字段信息、应用组件相关视图时使用。Use ONLY for CDS knowledge base queries in this project.
mode: subagent
---
你是 CDS 知识库查询助手，专门处理此项目中 CDS 视图的查询请求。
## 文件结构
| 内容 | 路径 | 说明 |
|------|------|------|
| KeyUser 可用视图（知识库，含中文） | `knowledge-base/KB_Cds_User/` | 58 个文件，含中文描述、能力（中文）、说明（中文）、字段表 |
| I_ 开头视图字段详情（原始） | `CDS_I_字段详情/` | 80 个文件，所有 I_ 视图的字段详情，含中文描述 |
| KeyUser 可用视图（output，含中文） | `output/` | 85 个文件，含字段级中文描述（来源数据） |
| CDS 主清单 | `CDS_I开头清单.md` | 视图总览清单 |
| 生成说明 | `CDS_清单生成说明.md` | 数据来源和生成流程 |
## 查询策略
### 1. 按视图名称搜索
- 用户说 **"I_MATERIAL 的字段"** → 搜索 `knowledge-base/KB_Cds_User/` 或 `CDS_I_字段详情/` 中视图对应的 `## I_MATERIAL` 章节
- 使用 grep 搜索 `## I_MATERIAL` 或 `## I_视图名`，然后用 read 读取附近内容
### 2. 按关键词/业务主题搜索
- 用户说 **"销售订单相关的 CDS"** →
- 先在 `CDS_I开头清单.md` 中搜索 "Sales" "销售" "Order" "订单"
- 或者在 `knowledge-base/KB_Cds_User/` 中用 grep 搜索 "销售" "订单"
- 返回匹配的视图名称和简要描述
### 3. 按应用组件搜索
- 用户说 **"FIN-CS 相关的 CDS"** →
- 在 `knowledge-base/KB_Cds_User/` 中搜索 `FIN-CS`
- 返回匹配的视图
### 4. 查字段详情
- 用户说 **"XX 视图有哪些字段"** →
- 在 `knowledge-base/KB_Cds_User/` 中找到 `## XX` 章节
- 读取其后的 `### 字段列表` 表格
- 返回字段名、类型、描述、中文描述
### 5. 查中文翻译
- 字段的中文描述在字段表的"中文描述"列
- 视图属性的中文翻译在"能力（中文）"和"说明（中文）"行
### 6. 常用搜索模式速查
```
# 找视图 → 用 grep 在 knowledge-base/KB_Cds_User/ 中搜索关键词
# 找字段 → 找到对应视图的 ## 章节，读字段列表
# 找应用组件 → grep "应用组件.*FIN-" 或 grep "FIN-CS"
# 找中文 → grep "中文" 或 "中文描述" 附近内容
```
## 输出格式
回复时使用中文，用表格呈现搜索结果。字段信息用以下格式：
| 字段名 | 类型 | 长度 | 描述 | 中文描述 |
issues-ledger/issues/ISS-guanglian-117.md
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......@@ -6,9 +6,9 @@ project: 广联项目
title: 零售调拨跨公司物料号映射缺失
raised_dept: 零售销售部门
raised_by: ""
owner: 徐超 <chao.xu@boscloud.cn>
owner: 许超 <chao.xu@boscloud.cn>
owner_history:
- {from: 许超, to: 徐超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-07-14, reason: 新建指派}
- {from: 许超, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-07-14, reason: 新建指派}
system: SAP
registered: 2026-07-14
category: 系统优化问题
......@@ -31,5 +31,5 @@ linked: []
## 进展日志
- 2026-07-14 · 许超 · [session-20260714] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→徐超 <chao.xu@boscloud.cn>（新建指派）
- 2026-07-14 · 许超 · [session-20260714] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→许超 <chao.xu@boscloud.cn>（新建指派）
- 2026-07-14 · 许超 · [session-20260714] · 解决方案确认：在调拨前采用物料转物料方式——使用MIGO 309（移动类型309：物料到物料转移过账）将日本第三方仓的源物料号转为美国公司的目标物料号，完成物料转换后再执行跨公司调拨。云端等价操作：Post Goods Movement (F1600A) 或 Transfer Material app，移动类型309。关联未决#010。；（sap_status: 未开始→已完成）
issues-ledger/issues/ISS-guanglian-118.md
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......@@ -6,9 +6,9 @@ project: 广联项目
title: 认款需CRM单号反查SAP单号
raised_dept: 开发和IT
raised_by: ""
owner: 徐超 <chao.xu@boscloud.cn>
owner: 许超 <chao.xu@boscloud.cn>
owner_history:
- {from: 许超, to: 徐超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-07-15, reason: 新建指派}
- {from: 许超, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-07-15, reason: 新建指派}
system: SAP/CRM
registered: 2026-07-15
category: 开发需求
......@@ -44,4 +44,4 @@ linked: []
## 进展日志
- 2026-07-15 · 许超 · [session-20260714] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→徐超 <chao.xu@boscloud.cn>（新建指派）
- 2026-07-15 · 许超 · [session-20260714] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→许超 <chao.xu@boscloud.cn>（新建指派）
issues-ledger/issues/ISS-guanglian-119.md
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......@@ -8,8 +8,8 @@ raised_dept: 顾问团队
raised_by: ""
owner: 许超 <chao.xu@boscloud.cn>
owner_history:
- {from: 许超, to: 徐超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-01, reason: 新建指派}
- {from: 徐超 <chao.xu@boscloud.cn>, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-04, reason: 勘误：owner 由徐超改为许超（徐超系笔误）}
- {from: 许超, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-01, reason: 新建指派}
- {from: 许超 <chao.xu@boscloud.cn>, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-04, reason: 勘误：owner 由许超改为许超（许超系笔误）}
system: SAP
registered: 2026-08-01
category: 管理综合问题
......@@ -44,5 +44,5 @@ linked: []
## 进展日志
- 2026-08-01 · 许超 · [session-20260715] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→徐超 <chao.xu@boscloud.cn>（新建指派）
- 2026-08-04 · 许超 · [session-20260804] · 勘误：owner 由徐超改为许超（徐超系笔误）；（owner: 徐超 <chao.xu@boscloud.cn>→许超 <chao.xu@boscloud.cn>）
- 2026-08-01 · 许超 · [session-20260715] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→许超 <chao.xu@boscloud.cn>（新建指派）
- 2026-08-04 · 许超 · [session-20260804] · 勘误：owner 由许超改为许超（许超系笔误）；（owner: 许超 <chao.xu@boscloud.cn>→许超 <chao.xu@boscloud.cn>）
issues-ledger/issues/ISS-guanglian-120.md
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......@@ -8,8 +8,8 @@ raised_dept: 顾问团队
raised_by: ""
owner: 许超 <chao.xu@boscloud.cn>
owner_history:
- {from: 许超, to: 徐超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-01, reason: 新建指派}
- {from: 徐超 <chao.xu@boscloud.cn>, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-04, reason: 勘误：owner 由徐超改为许超（徐超系笔误）}
- {from: 许超, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-01, reason: 新建指派}
- {from: 许超 <chao.xu@boscloud.cn>, to: 许超 <chao.xu@boscloud.cn>, by: 许超, date: 2026-08-04, reason: 勘误：owner 由许超改为许超（许超系笔误）}
system: 亚马逊/领星/SAP
registered: 2026-08-01
category: 跟踪类问题
......@@ -47,5 +47,5 @@ linked: []
## 进展日志
- 2026-08-01 · 许超 · [session-20260715] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→徐超 <chao.xu@boscloud.cn>（新建指派）
- 2026-08-04 · 许超 · [session-20260804] · 勘误：owner 由徐超改为许超（徐超系笔误）；（owner: 徐超 <chao.xu@boscloud.cn>→许超 <chao.xu@boscloud.cn>）
- 2026-08-01 · 许超 · [session-20260715] · 创建问题；sap_status=未开始, acceptance=NA；owner=许超→许超 <chao.xu@boscloud.cn>（新建指派）
- 2026-08-04 · 许超 · [session-20260804] · 勘误：owner 由许超改为许超（许超系笔误）；（owner: 许超 <chao.xu@boscloud.cn>→许超 <chao.xu@boscloud.cn>）
knowledge-base/2QI/2QI_S4CLD1905_Process_Overview_ZH_XX.htm 0 → 100644
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knowledge-base/2QI/2QI_S4CLD2302_Process_Overview_ZH_XX.htm 0 → 100644
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<html>
<head>
<title id="title-0">需求驱动的补货计划和执行 (2QI)：流程图</title>
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<h1 id="h1-0">需求驱动的补货计划和执行 (2QI)</h1>
<i id="i-0">注意！这是一份未经审核准确性的机器翻译文档。要发送有关译文的反馈，您可以在 SAP Best Practices Explorer 中您的国家/地区版本的范围项目页面上创建客户支持消息。</i>
<p id="p-0">此范围项目支持以下流程：</p>
<h4 id="h4-0">01 - 需求驱动补货计划</h4>
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<text fill="lightgray" cursor="default" display="none" x="293" y="691" style="font:18px Arial, Helvetica, sans-serif;">No lanes are present in the pool, add at least 1 lane first</text>
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<tspan x="412" y="19" >2QI - 需求驱动的补货计划和执行</tspan>
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<tspan x="24" y="667">You can add the lane only</tspan>
<tspan x="16" y="685">when the pool is highlighted</tspan>
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<tspan x="100" y="13" >生产主管</tspan>
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<tspan x="3" y="30" >创建生产订单（选</tspan>
<tspan x="26" y="41" >项 2）</tspan>
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<tspan x="4" y="24" >情况</tspan>
<tspan x="4" y="35" >2：使用生产/</tspan>
<tspan x="4" y="46" >固定计划订单创建需</tspan>
<tspan x="4" y="57" >求</tspan>
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<tspan x="4" y="20" >MRP 类</tspan>
<tspan x="4" y="31" >型 D1</tspan>
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<path stroke="black" stroke-width="1" fill="none" d="M-321.5,765 L-381,765 Q-391,765 -391,775 L-391,794.5" marker-end="url(#Arrows.FilledEnd)" />
<use style="pointer-events: none;" x="-326.5" y="760" width="5" height="5" xmlns:ns5="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<text cursor="default" display="none" x="-386" y="765" />
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<text fill="black" cursor="default" display="none" x="11" y="0" style="font:18px Arial, Helvetica, sans-serif;">
<tspan x="18" y="667">You can add the lane only</tspan>
<tspan x="11" y="685">when the pool is highlighted</tspan>
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<tspan x="82" y="13" >内部销售代表</tspan>
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns6="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="7" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_85f52f4d-d0e6-47e2-bdfb-53e3575f80ea">
<tspan x="2" y="30" >创建成品的销售订单</tspan>
<tspan x="55" y="41" />
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<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns8="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<tspan x="4" y="30" >案例</tspan>
<tspan x="4" y="41" >1：使用销售订</tspan>
<tspan x="4" y="52" >单创建需求</tspan>
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<path stroke="black" stroke-width="1" fill="none" d="M-147.5,306.5 L-147.5,364.5" marker-end="url(#Arrows.FilledEnd)" />
<use style="pointer-events: none;" x="-142.5" y="311.5" width="5" height="5" xmlns:ns10="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<text cursor="default" display="none" x="-142.5" y="335.5" />
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<text fill="black" cursor="default" display="none" x="51" y="676" style="font:18px Arial, Helvetica, sans-serif;">You can add the lane only when the pool is highlighted</text>
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<tspan x="234" y="13" >生产计划员</tspan>
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<g>
<circle class="startEvent" stroke="#288000" stroke-width="1" fill="#ECFDDC" display="inline" cx="16" cy="16" r="16" />
<circle class="startEvent" stroke="#288000" stroke-width="1" fill="#ECFDDC" display="none" cx="16" cy="16" r="16" />
<use style="pointer-events: none;" x="0" y="0" width="32" height="32" xmlns:ns11="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
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<text class="startEventName" cursor="default" display="none" x="0" y="10" style="font:12px Arial, Helvetica, sans-serif;" id="g_05250cd0-3270-47bb-9cda-3774f604f234">
<tspan x="-73" y="10" >1Y2 -需求驱动的缓冲级别管理</tspan>
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<tspan x="-2" y="20" >1Y2 -需求</tspan>
<tspan x="-19" y="31" >驱动的缓冲级别 ...</tspan>
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns12="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="10" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_d5088c77-e9c9-4b54-a950-5484f7fd7224">
<tspan x="26" y="36" >补货计划</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns14="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<g>
<path class="gateway" stroke="#997C35" stroke-width="1" stroke-linejoin="round" fill="#FFFFD6" d="M21,0 L42,21 L21,42 L0,21 Z" />
<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns15="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<text fill="black" cursor="default" x="43" y="20" display="inline" />
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<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns16="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<g>
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<text fill="black" cursor="default" x="43" y="20" display="inline" />
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<g id="1276261b-de4b-4328-a83f-6c34e19cb486" class="nodeGroup" transform="translate(252,934)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns17="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="11" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_1276261b-de4b-4328-a83f-6c34e19cb486">
<tspan x="9" y="36" >检查计划员概览</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns19="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<g id="b87a9c26-5aed-43c2-bcb9-37feaffdaac2" class="nodeGroup" transform="translate(252,1039)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="105" rx="8" ry="8" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns20="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<text class="taskName" fill="black" cursor="default" x="7" y="6" style="font:12px Arial, Helvetica, sans-serif;" id="g_b87a9c26-5aed-43c2-bcb9-37feaffdaac2">
<tspan x="3" y="52" >补货计划包括供应</tspan>
<tspan x="9" y="63" >创建和状态检查</tspan>
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<path stroke="black" stroke-width="1.5" stroke-linejoin="round" fill="none" d="M0 10 L10 10 L10 0 Z" transform="translate(5,89)" />
<use style="pointer-events: none;" display="none" x="4" y="101" width="0" height="0" xmlns:ns21="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<use style="pointer-events: none;" display="none" x="4" y="101" width="0" height="0" xmlns:ns22="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<g id="a6deb08a-7b7a-49b5-9d9d-081a9b628303" class="nodeGroup" transform="translate(286,1197)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<circle class="endEvent" stroke="#CC2424" stroke-width="3" fill="#FFE6E5" cx="16" cy="16" r="16" />
<use style="pointer-events: none;" x="0" y="0" width="32" height="32" xmlns:ns23="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
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<text class="endEventName" cursor="default" display="none" x="0" y="0" />
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<g id="6c6a29a1-f1e0-4a52-a06e-b9b394203336" class="nodeGroup" transform="translate(257,1234)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
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<text fill="black" cursor="default" x="5" y="8" style="font:12px Arial, Helvetica, sans-serif;" id="g_6c6a29a1-f1e0-4a52-a06e-b9b394203336">
<tspan x="21" y="26" >补货执行</tspan>
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<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="60" rx="8" ry="8" style="stroke-dasharray:0;" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns24="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ServiceTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="10" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_d2ec1fb4-3765-443a-a86f-1a0d2e5bd485">
<tspan x="38" y="30" >计划</tspan>
<tspan x="9" y="41" >MRP 运 行</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns26="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<g id="0ac666ca-a554-44c1-bfb3-9f4337b1c05d" class="nodeGroup" transform="translate(47,626)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="74" rx="8" ry="8" style="stroke-dasharray:0;" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns27="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="11" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_0ac666ca-a554-44c1-bfb3-9f4337b1c05d">
<tspan x="3" y="37" >将计划订单转换为</tspan>
<tspan x="26" y="48" >生产订单</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="70" width="0" height="0" xmlns:ns29="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<text fill="black" cursor="default" x="4" y="12" style="font:12px Arial, Helvetica, sans-serif;" id="g_a74cc014-469c-4e8b-9f9a-881a1ce79510">
<tspan x="7" y="12" >检查缓冲组件的初始计划</tspan>
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<tspan x="3" y="8" >如果是黄色或红色状态，则执行补</tspan>
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<tspan x="3" y="8" >绿色状态情况下：通过成品创建缓冲组件的需</tspan>
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<tspan x="4" y="32" >MRP</tspan>
<tspan x="4" y="43" >运行后缓冲组件的计划状态应为绿色</tspan>
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<tspan x="20" y="40" >固定计划订单</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="65" width="0" height="0" xmlns:ns32="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<tspan x="4" y="20" >MRP 类</tspan>
<tspan x="4" y="31" >型 D1</tspan>
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns35="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
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<tspan x="3" y="30" >创建固定计划订单</tspan>
<tspan x="50" y="41" />
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<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns36="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns37="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<tspan x="4" y="20" >MRP 类</tspan>
<tspan x="4" y="31" >型 D2</tspan>
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<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns38="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<tspan x="33" y="24" >网关</tspan>
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<tspan x="4" y="20" >MRP 类</tspan>
<tspan x="4" y="31" >型 D2</tspan>
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<h4 id="h4-1">02 - 需求驱动的补货执行</h4>
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<g>
<rect stroke="lightgray" stroke-width="2" fill="#FEFEF5" x="0" y="0" width="686" height="1278" />
<text fill="lightgray" cursor="default" display="none" x="120" y="644" style="font:18px Arial, Helvetica, sans-serif;">No lanes are present in the pool, add at least 1 lane first</text>
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<tspan x="238" y="19" >2QI - 需求驱动的补货计划和执行</tspan>
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<g>
<rect stroke="lightgray" stroke-width="2" fill="#FEFEF5" x="0" y="0" width="396.5" height="1248" />
<text fill="black" cursor="default" display="none" x="27" y="0" style="font:18px Arial, Helvetica, sans-serif;">
<tspan x="27" y="620">You can add the lane only when the pool is</tspan>
<tspan x="155" y="638">highlighted</tspan>
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<tspan x="164" y="13" >生产计划员</tspan>
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<circle class="startEvent" stroke="#288000" stroke-width="1" fill="#ECFDDC" display="none" cx="16" cy="16" r="16" />
<use style="pointer-events: none;" x="0" y="0" width="32" height="32" xmlns:ns1="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
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<text class="startEventName" cursor="default" display="none" x="0" y="10" style="font:12px Arial, Helvetica, sans-serif;" id="g_562e4c3d-9f6f-4146-beab-707d4824d246">
<tspan x="-18" y="10" >补货计划</tspan>
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<tspan x="21" y="26" >补货计划</tspan>
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<g>
<path class="gateway" stroke="#997C35" stroke-width="1" stroke-linejoin="round" fill="#FFFFD6" d="M21,0 L42,21 L21,42 L0,21 Z" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<rect fill="transparent" opacity="0" x="0" y="0" width="90" height="40" />
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<g>
<path class="gateway" stroke="#997C35" stroke-width="1" stroke-linejoin="round" fill="#FFFFD6" d="M21,0 L42,21 L21,42 L0,21 Z" />
<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns3="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
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<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
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<text fill="black" cursor="default" x="43" y="20" display="inline" />
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<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="72" rx="8" ry="8" style="stroke-dasharray:0;" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns4="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="10" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_d9b18228-9804-463d-9b36-34bb56575b47">
<tspan x="15" y="42" >补货执行检查</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="68" width="0" height="0" xmlns:ns6="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
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<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="72" rx="8" ry="8" style="stroke-dasharray:0;" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns7="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="10" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_974d2dbc-146f-43af-ae65-bc171d2eb1ef">
<tspan x="15" y="42" >补货执行检查</tspan>
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<use style="pointer-events: none;" display="none" x="4" y="68" width="0" height="0" xmlns:ns9="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
</g>
<g id="07fc4c11-2ddc-4ccb-b819-f95b83c0e5b3" class="nodeGroup" transform="translate(191.5,1266)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<circle class="endEvent" stroke="#CC2424" stroke-width="3" fill="#FFE6E5" cx="16" cy="16" r="16" />
<use style="pointer-events: none;" x="0" y="0" width="32" height="32" xmlns:ns10="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
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<text class="endEventName" cursor="default" display="none" x="0" y="0" />
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<g id="a1c1ef03-2a07-43dc-bddc-a4cf7afcd71e" class="nodeGroup" transform="translate(162.5,1303)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect fill="transparent" opacity="0" x="0" y="0" width="90" height="40" />
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<text fill="black" cursor="default" x="43" y="20" display="inline" />
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<g id="e9505eab-2783-4008-9e81-859b1fe4b607" class="nodeGroup" transform="translate(264.5,320)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect stroke="white" stroke-width="1" fill="white" opacity="0.7" x="0" y="0" width="169" height="40" />
<path stroke="#666" stroke-width="1" fill="none" d="M20,0 L0,0 L0,40 L20,40" />
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<text fill="black" cursor="default" x="4" y="8" style="font:12px Arial, Helvetica, sans-serif;" id="g_e9505eab-2783-4008-9e81-859b1fe4b607">
<tspan x="38" y="8" >检查补货执行状态</tspan>
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<g>
<rect stroke="white" stroke-width="1" fill="white" opacity="0.7" x="0" y="0" width="104" height="40" />
<path stroke="#666" stroke-width="1" fill="none" d="M20,0 L0,0 L0,40 L20,40" />
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<text fill="black" cursor="default" x="4" y="24" style="font:12px Arial, Helvetica, sans-serif;" id="g_2711d01e-82f7-49dd-8462-b9a620014f5c">
<tspan x="23" y="24" >如果是绿色</tspan>
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<g>
<rect stroke="white" stroke-width="1" fill="white" opacity="0.7" x="0" y="0" width="107" height="40" />
<path stroke="#666" stroke-width="1" fill="none" d="M20,0 L0,0 L0,40 L20,40" />
</g>
<text fill="black" cursor="default" x="4" y="8" style="font:12px Arial, Helvetica, sans-serif;" id="g_09b32145-8613-492c-929a-42957e726d7a">
<tspan x="7" y="8" >如果是黄色或红色</tspan>
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<g>
<rect class="task" stroke="#428EB0" stroke-width="1" fill="#D9EFFF" x="0" y="0" width="100" height="60" rx="8" ry="8" style="stroke-dasharray:0;" />
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<use style="pointer-events: none;" x="4" y="4" width="5" height="5" xmlns:ns11="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.UserTaskIcon" />
<text class="taskName" fill="black" cursor="default" x="10" y="11" style="font:12px Arial, Helvetica, sans-serif;" id="g_27611bfd-d93f-4fee-9f6e-2886794803bc">
<tspan x="26" y="36" >补货执行</tspan>
</text>
<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns12="http://www.w3.org/1999/xlink" xlink:href="#Icons.invisible-icon" />
<use style="pointer-events: none;" display="none" x="4" y="56" width="0" height="0" xmlns:ns13="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.CompensationIcon" />
</g>
<g id="e549c781-67b0-4697-800f-469cdbef1cb0" class="nodeGroup" transform="translate(266.5,981)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect stroke="white" stroke-width="1" fill="white" opacity="0.7" x="0" y="0" width="133" height="30" />
<path stroke="#666" stroke-width="1" fill="none" d="M20,0 L0,0 L0,30 L20,30" />
</g>
<text fill="black" cursor="default" x="4" y="19" style="font:12px Arial, Helvetica, sans-serif;" id="g_e549c781-67b0-4697-800f-469cdbef1cb0">
<tspan x="31" y="19" >状态应为绿色</tspan>
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<g>
<path class="gateway" stroke="#997C35" stroke-width="1" stroke-linejoin="round" fill="#FFFFD6" d="M21,0 L42,21 L21,42 L0,21 Z" />
<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns14="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
</g>
<text class="gatewayText" cursor="default" display="none" x="0" y="0" />
</g>
<g id="5946e7ee-57b7-4c8e-890c-fc725c20a60f" class="nodeGroup" transform="translate(93,1092.25)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<rect fill="transparent" opacity="0" x="0" y="0" width="90" height="40" />
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<text fill="black" cursor="default" x="43" y="20" display="inline" />
</g>
<g id="ef16bb86-9877-408c-9d45-9fe1a8dbb1f4" class="nodeGroup" transform="translate(187,1182)" style="user-select: none; -webkit-user-drag: none; -webkit-tap-highlight-color: rgba(0, 0, 0, 0); touch-action: none;">
<g>
<path class="gateway" stroke="#997C35" stroke-width="1" stroke-linejoin="round" fill="#FFFFD6" d="M21,0 L42,21 L21,42 L0,21 Z" />
<use style="pointer-events: none;" x="1" y="1" width="40" height="40" xmlns:ns15="http://www.w3.org/1999/xlink" xlink:href="#Bpmn.ExclusiveGatewayIcon" />
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<tspan x="28" y="36" >预计现有警报</tspan>
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<tspan x="26" y="36" >过账发货</tspan>
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<tspan x="11" y="6" >可选：检查预计现有库存警报</tspan>
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knowledge-base/KB_Agent1_Flat/Custom_Situation_Handling_Extended_Framework.md 0 → 100644
View file @ b1543f35
# Custom Situation Handling — Extended Framework
> SAP S/4HANA Cloud Public Edition 2602
> Scope Item: `31N` — Situation Handling
> 整理日期: 2026-07-27
> 来源: SAP Community Blog Series "Custom Situation Cases (1/6~6/6)" + "How to Start with Custom Situations (1/4~4/4)" + SAP Help Portal + System探索
---
## 一、概念与定位
### 1.1 什么是 Situation Handling
Situation Handling 是 SAP S/4HANA Cloud 内嵌的**主动通知框架**，自动检测关键业务情况（如合同即将到期、采购订单确认逾期、信用额度变更等），通知相关用户并提出建议操作。
- **Scope Item**: `31N` — Situation Handling
- **依赖**: `1NJ` — Team-Based Responsibility Management
- **App 入口**: My Situations (F0866) / My Situations - Extended (F2412)
### 1.2 两个框架对比
| 维度 | 标准框架 (Standard) | 扩展框架 (Extended) |
|------|-------------------|-------------------|
| 配置 App | Manage Situation Types (F2947) — **标准标签** | Manage Situation Types - Extended (F2947) — **Extended 标签** |
| Situation Object 来源 | SAP 预交付 Template 派生 | 自定义 Situation Object + 自建 Scenario |
| 对象来源 | 标准 SAP CDS / Event | 自定义 CDS / 自定义 Event |
| 配置灵活性 | 有限（仅参数化标准模板） | 完全可控（Anchor/Trigger/Page Layout/Action） |
| 适用场景 | SAP 标准模板覆盖的业务场景 | 客户特有业务场景，或需要自定义 CDS 聚合逻辑 |
### 1.3 扩展框架核心 App
| App ID | App 名称 | 用途 |
|--------|---------|------|
| F3505 | Manage Situation Objects | 注册自定义业务对象（含 CDS 结构、Event、Navigation、Callback） |
| F3504 | Manage Situation Scenarios | 定义 Anchor-Trigger 关系、页面布局 |
| F2947 | Manage Situation Types - Extended | 创建 Template → 派生 Type → 配置 Condition/Notification/Action |
| F2412 | My Situations - Extended | 最终用户查看和处理 Situation |
| F3466 | Monitor Situations - Extended | 管理员监控 Situation 实例 |
---
## 二、架构概念 — Situation Object 构成
以下内容来自 SAP Community Blog "How to Start with Custom Situations: Design Your Situation Object (3/4)"（Angelika Salmen, 2023-10）。
### 2.1 Situation Object 的六类构件
一个自定义 Situation Object 由以下构件组成（按需选择）：
| 构件 | 说明 | 必需 |
|------|------|------|
| **Data Structures** | CDS View，代表业务对象数据 | **是** |
| **Value Help Services** | 为配置时过滤、运行时筛选提供值帮助 | 推荐 |
| **Business Events** | 触发 Situation 检测的 Workflow Event（event-based trigger） | 条件性（batch-based 则不需要） |
| **Navigation Targets** | 指向关联 Fiori App 的导航（Intent-Based Navigation） | 推荐 |
| **Callback Actions** | 可一键解决问题的 ABAP 类回调 | 可选 |
| **End User Buttons** | 在 Situation Page 上显示的按钮（Navigation / Callback） | 推荐 |
### 2.2 数据构件 — CDS View
扩展框架支持**标准 SAP CDS**（已在 allowlist 中）和**自定义 CDS**（通过 Developer Extensibility 创建）。
CDS View 必须满足:
- 为 CDS View 类型（非其他数据类型）
- 有唯一 Key（Semantic Key），用于识别具体业务对象
- 如需作为 Anchor Object，需标注 `@ObjectModel.supportedCapabilities: ['SITN_ANCHOR']`
### 2.3 事件构件 — Business Events
支持两种触发模式：
| 模式 | 说明 | 适用场景 |
|------|------|---------|
| **Event-based** | 业务事件（Created/Updated/Deleted）触发即时检测 | 需要实时响应的场景 |
| **Batch-based** | 周期性运行条件检查（在 Scenario 中定义频率） | 汇总类、不需要实时响应的场景 |
### 2.4 导航和动作构件
- **Navigation Targets**: 定义 Semantic Object + Semantic Action，指向 Fiori App
- **Navigation Parameters**: 传递 Key 字段，直接打开对应业务对象详情
- **Callbacks**: ABAP Class 实现快速动作（如"批准"、"关闭"），需 ABAP 开发
- **End User Buttons**: 一个按钮对应一个 Navigation 或 Callback
---
## 三、开发 + 配置完整流程（六步法）
### 阶段 I — Developer Extensibility（ADT 开发）
#### Step 1：创建自定义 CDS Root View Entity
```cds
@AccessControl.authorizationCheck: #NOT_REQUIRED
@EndUserText.label: '客户销售订单汇总 Situation Anchor'
@ObjectModel.supportedCapabilities: ['SITN_ANCHOR']
define root view entity ZC_CustSalesOrderTotalSitn
as select from I_SalesDocumentItemCube
{
key Customer,
CustomerName,
sum(NetAmountInCompanyCodeCurrency) as TotalNetAmount,
CompanyCodeCurrency,
max(LastChangeDate) as LastOrderDate
} group by Customer, CustomerName, CompanyCodeCurrency
```
**关键标注**：
- `@ObjectModel.supportedCapabilities: ['SITN_ANCHOR']` — 告诉 Situation 框架该视图可作为 Anchor Object
- key 字段必须唯一标识一个业务对象实例
- 字段数量不宜过多（Situation 页面只展示关键信息）
#### Step 2：Behavior Definition + Service Definition + Service Binding
**Behavior Definition**（只读即可）：
```
managed implementation in class zbp_zc_custsalestotalsitn unique;
strict (2);
define behavior for ZC_CustSalesOrderTotalSitn alias SalesOrderTotal
persistent table zcust_salesorder_total
lock master
authorization master( instance )
{
field ( readonly ) Customer, CustomerName, TotalNetAmount, CompanyCodeCurrency, LastOrderDate;
}
```
**Service Definition**：
```
@EndUserText.label: 'Service for Custom Situation Object'
define service Z_CustSalesOrderTotalSitn_Srv {
expose ZC_CustSalesOrderTotalSitn;
}
```
**Service Binding**：OData V2 Binding。
#### Step 3：创建 IAM App
1. Maintain IAM Apps → 创建 IAM App，绑定 Service URL
2. 开放 Read 权限
3. 添加到 Business Catalog
4. 分配给 Business Role
### 阶段 II — Key User 配置（Fiori）
#### Step 4：Manage Situation Objects (F3505)
1. **Create** 新 Situation Object：
- Object ID: 自定义 ID（如 `ZCUST_SO_TOTAL`）
- Object Name / Description: 业务语义命名
- SAP Object Type: Custom Object 或 Business Object
2. **Structures 标签** → Add → 选择自定义 CDS View
- Structure Type: `CDS`
- 定义 **Semantic Key**（在 UI 上显示的标识字段，如 Customer）
3. **Value Help Services 标签**（可选）→ 添加字段的值帮助
4. **Events 标签**（batch-based 可跳过）→ 添加 Business Event
5. **Navigation Targets 标签**（可选）→ 定义指向关联 Fiori App 的导航
6. **End User Actions 标签**（可选）→ 自定义按钮文本
7. **Save**
#### Step 5：Manage Situation Scenarios (F3504)
1. **Create** → Scenario ID / Name
2. **Anchor Object**：选择 Step 4 创建的 Situation Object
- 选择 Structure（CDS View）
- 选择 Key 字段
- 配置 Responsibility Management Context ID（可选，用于确定通知谁）
3. **Situation Triggers** → Add：
- 对于汇总类场景：选择 **Batch-based** Trigger
- Trigger Name: 如 `PERIODICAL_CHECK`
- 关联到 Anchor Object 自身（CDS View 数据周期性评估）
4. **List Page Layout**：配置 My Situations 列表中显示的列
5. **Situation Page Layout**：配置详情页布局（Anchor 区 / Trigger 区 / Subsections）
6. **Save**
#### Step 6：Manage Situation Types - Extended (F2947)
**子步骤 A — 创建 Situation Template**：
1. Situation Templates 标签 → Create
2. 选择 Scenario 和 Anchor-Trigger 组合
3. **Trigger Details** → Conditions：
- 设置条件表达式（如 `TotalNetAmount >= 10000000`）
- 频率设置（Batch-based 场景的执行间隔）
4. **Situation Display**：
- Situation Text（单个实例的描述，支持占位符）
- Notification Text（汇总通知文本）
5. **Notification Behavior**：选择通知策略
6. **Actions**：配置 End User Buttons（导航或回调）
7. **Save**
**子步骤 B — 派生 Productive Situation Type**：
1. 从 Template 选择 Derive Productive Situation Type
2. 生成正式使用的 Situation Type
3. Activate
---
## 四、SAP Community 博客系列内容摘要
### 4.1 Custom Situation Cases (1/6 ~ 6/6)
> 作者: Angelika Salmen (SAP Product Owner, Situation Handling)
> 日期: 2022-03
> 适用: SAP S/4HANA Cloud 2202+（基于 SFlight Demo 数据）
#### Part 1/6 — Configure Your Own Use Cases
- 扩展框架介绍：从 2202 版本起，用户可以自定义 Situation 用例
- 概念：Anchor Object（受影响业务对象）+ Trigger Object（触发对象）
- Demo 场景：基于 SFlight 的航班生态指数监控 + 预订超重
- 两个预交付 Demo Objects: Flight（Anchor）和 Booking（Trigger）
**参考**: `blogs.sap.com/2022/03/15/custom-situation-cases-configure-your-own-use-cases-1-6/`
#### Part 2/6 — Model Your Own Situation Objects
> **⚠️ 这是全系列最关键的开发部分**
**在 Manage Situation Objects (F3505) 中配置**：
1. **General Information**:
- Object ID / Object Name / Object Description
- SAP Object Type（需引用 allowlisted SAP BO 或 custom object）
2. **Value Help Services**:
- 定义 VH Service ID, Protocol Version, Service Path
- Value Help Properties: Entity Set / Property
3. **Structures**:
- Structure ID, Structure Type = `CDS`
- Structure Name = CDS View 的 Technical Name
- SAP Object Type, SAP Object Node Type
- **Semantic Key**: 在 UI 上标识对象的字段（1~N 个字段组合）
- Value Help Mappings: CDS 字段 → VH Service
4. **Events**:
- Event ID, Description, Event Category (CREATED/UPDATED/DELETED)
- Event Object, Event Type
5. **Navigation Targets**:
- Navigation ID, Semantic Object, Semantic Action
- Navigation Parameters
6. **Callbacks & End User Actions**:
- Callback ID, Callback Class + Parameters
- Action ID, Action Type, Button Name/Description
**参考**: `blogs.sap.com/2022/03/16/custom-situation-cases-model-your-own-situation-objects-2-6/`
#### Part 3/6 — Create Your Own Situation Scenario
**在 Manage Situation Scenarios (F3504) 中配置**：
1. **Anchor Object**:
- 选 Object + Structure + Key
- 绑定 Responsibility Management Context ID
2. **Situation Triggers**:
- Batch-based Trigger: 周期性检查，关联 Anchor Object 自己
- Event-based Trigger: 由其他 Object 的事件触发
- 每个 Trigger 有特定行为（Create/Update/Close）
3. **List Page Layout**:
- 默认列: Description, Status, Processor
- 可加 Anchor 列和 Trigger 列（Additional Information）
- 最多 4 个 Key Information 字段在通用列表显示
4. **Situation Page Layout**:
- 分区: Header（预定义） + Details Section（可配置） + Actions
- 建议先展示 Trigger 区（离问题最近的信息），再展示 Anchor 区
- 可包含 Subsection 分组显示
**参考**: `blogs.sap.com/2022/03/16/custom-situation-cases-create-your-own-situation-scenario-3-6/`
#### Part 4/6 — Configure a Simple Use Case
**在 Manage Situation Types - Extended (F2947) 中配置**：
1. **Situation Template**:
- 作为蓝图，定义基本配置
- 可 Derive 多个 Productive Situation Type
2. **Batch-based Demo** — Ecological Footprint:
- Condition: Eco Index > 80%
- Filter: 航班起飞时间在未来 14 天内
- 触发周期: 按需
3. **Instance Behavior**: 每个 Trigger 创建一个 Instance；关闭后保留
4. **General Actions**: 与 Anchor Object 关联的导航动作（自动适用于所有 Anchor-Trigger 组合）
5. **Situation Display**:
- Situation Text（My Situations 中单条显示）
- Notification Text（FLP 通知中的汇总文本）
6. **Notification Behavior**: 标准行为 → 通知所有责任用户
**参考**: `blogs.sap.com/2022/03/16/custom-situation-cases-configure-a-simple-use-case-4-6/`
#### Part 5/6 — Configure an Escalation Case
- 支持 Situation 实例的 Close/Reopen（随数据变化自动 reopen）
- Escalation 配置: 随时间推移自动升级通知
- 关键区别: Event-based Trigger 的 Close Behavior 配置
**参考**: `blogs.sap.com/2022/03/16/custom-situation-cases-configure-an-escalation-case-5-6/`
#### Part 6/6 — Configuration of a Complex Use Case
- 综合多个 Trigger、多个 Condition、多个 Action 的复杂场景
- 多个 Value Help Services 组合使用
- 不同 Trigger 对不同用户群体的通知策略
- 自定义 Situation Page Layout（Zone Layout）
**参考**: `blogs.sap.com/2022/03/17/custom-situation-cases-configure-a-complex-case-6-6/`
---
### 4.2 How to Start with Custom Situations (1/4 ~ 4/4)
> 作者: Angelika Salmen, 2023-09~10
> 更系统的设计方法指导
#### Part 1/4 — High-Level Design
- 设计第一步：明确"什么业务场景需要主动通知？"
- 四个设计维度: Object（什么数据），Event（何时触发），Condition（什么条件），Action（通知后做什么）
- 决策树: 选 Batch-based 还是 Event-based
**参考**: `blogs.sap.com/2023/09/12/how-to-start-with-custom-situations-high-level-design-of-the-use-case-1-4/`
#### Part 2/4 — Detailed Design
- 详细设计表格模板
- 定义每个 Situation Instance 的字段、值、展现方式
- Responsibility Management 集成设计（谁该收到通知）
**参考**: `blogs.sap.com/2023/10/04/how-to-start-with-custom-situations-detailed-design-of-your-use-case-2-4/`
#### Part 3/4 — Design the Situation Object
- 全系列最详细的 Situation Object 构件设计指南
- 包含所有的配置参数和选项（本文 §2 已引用其完整内容）
- 如何判断缺少构件时的替代方案
**参考**: `blogs.sap.com/2023/10/09/how-to-start-with-custom-situations-design-your-situation-object-3-4/`
#### Part 4/4 — （待整理 — 该系列尚未全部发布）
---
## 五、CDS View Situation 能力标注参考
### 5.1 标准 SAP CDS 标注模式
以下为标准 CDS 中 Situation Handling 能力的标注方式：
```cds
// Anchor Object + Trigger + Data Context — 三能力同时具备
define view I_MAINTENANCEORDERSITUATION
as select from ...
@ObjectModel.supportedCapabilities: ['SITN_ANCHOR', 'SITN_TRIGGER', 'SITN_DATA_CONTEXT']
// 仅 Anchor Object
define view I_PROJBILLGELMNTSDUEOVERDUE
as select from ...
@ObjectModel.supportedCapabilities: ['SITN_ANCHOR']
```
### 5.2 自定义 CDS 的最小标注要求
| 用途 | 需标注 | 说明 |
|------|--------|------|
| 作为 Anchor Object | `'SITN_ANCHOR'` | **必须**，否则无法在 Manage Situation Objects 中选择 |
| 作为 Trigger Object | `'SITN_TRIGGER'` | event-based trigger 场景需要 |
| 提供数据上下文 | `'SITN_DATA_CONTEXT'` | 可选，用于在 Situation Page 展示更多信息 |
### 5.3 系统已有 Situation CDS 清单
KB 中已定位的 Situation 相关 CDS 视图：
| CDS View Name | 能力 | 文件位置 |
|--------------|------|---------|
| I_MAINTENANCEORDERSITUATION | Anchor + Trigger + Data Context | `KB_Cds_User\CDS_KeyUser可用_25_3576-3697.md` |
| I_EVENTBASEDERRORSITUATION | Anchor + Trigger + Data Context | `KB_Cds_User\CDS_KeyUser可用_29_4084-4215.md` |
| I_PROJBILLGELMNTSDUEOVERDUE | Anchor | `KB_Cds_User\CDS_KeyUser可用_07_0663-0780.md` |
| I_CREDITLIMITCHANGESITUATION | Basic（Not Released for Dev） | 不可用于扩展框架 |
| SITDEMO_FLIGHT | SAP 预交付 Demo | 仅用于学习，不可用于生产 |
| SITDEMO_BOOKING | SAP 预交付 Demo | 仅用于学习，不可用于生产 |
---
## 六、API 参考
### 6.1 Business Situation API (OData V2)
| 属性 | 值 |
|------|-----|
| Service | `API_BUSINESS_SITUATION_SRV` |
| Root URL | `/sap/opu/odata/sap/API_BUSINESS_SITUATION_SRV/` |
| 操作 | Read + Full CRUD |
| 核心 Entity | `A_SitnInstance`（SitnInstanceID, SitnDefinitionID, SitnInstceStatus） |
用途：外部系统读取/更新 Situation Instance 的状态。
### 6.2 Business Situation Type API (OData V4)
| 属性 | 值 |
|------|-----|
| Service | `CE_API_BUS_SITN_MSTRDATA_SRV_0002` |
| 操作 | Read-only |
| 核心 Entity | `BusinessSituationType`（SituationTypeID, SituationTypeName, SituationTemplateID, SituationCategory, AnchorObjectType, TriggerObjectType, IsActive） |
| 次 Entity | `BusinessSituationInstance`（SituationInstanceID, SituationTypeID, SituationStatus, AnchorObjectKey, TriggerObjectKey） |
用途：读取 Situation Type 主数据配置。
---
## 七、已知限制与注意事项
### 7.1 技术限制
| 限制 | 说明 |
|------|------|
| **Key User CDS (F1751) 不可用** | 只能在 Manage Situation Objects (F3505) 中使用标准 SAP CDS 或 Developer Extensibility CDS。F1751 创建的 CDS 不满足 allowlist 要求 |
| **I_CREDITLIMITCHANGESITUATION 不可用于扩展框架** | 该视图 Cloud Dev. Release State = "Not Released"，不可在 Manage Situation Objects 中引用 |
| **SITDEMO_FLIGHT/SITDEMO_BOOKING 仅 Demo** | SAP 预交付的演示对象，不可用于生产场景 |
| **自定义 Event 需要 ABAP 开发** | 如果需要 Event-based Trigger + 自定义事件，必须通过 Developer Extensibility 创建 Business Event |
| **Responsibility Management 依赖** | 如果不配置 Responsibility Management，Situation 通知无法正确路由到用户 |
### 7.2 传输注意事项
| 资产类型 | 传输方式 |
|---------|---------|
| CDS View / BDEF / Service Definition / Service Binding | Developer Extensibility: Software Collection → Export → Import |
| IAM App / Business Catalog / Business Role | 通过 Maintain Business Roles 传输 |
| Situation Object / Scenario / Situation Type | 配置时注意跨系统一致性；在 T/P 系统需重复配置或通过 BC Sets 传输 |
### 7.3 建议路径选择
| 业务场景 | 推荐路径 |
|---------|---------|
| 使用标准 SAP 预交付 Situation Template 修改参数 | 标准框架 — Manage Situation Types (F2947) |
| 需要自定义 CDS 做聚合/计算后判断 | **扩展框架** — Developer Extensibility + Manage Situation Objects |
| 实时事件驱动（如单据创建后立即检测） | Event-based Trigger（需自定义 Business Event） |
| 周期性汇总检查（如日报、月报式超阈值） | Batch-based Trigger（无需自定义 Event） |
---
## 八、参考链接
### SAP Community 博客
| 系列 | 链接 |
|------|------|
| Custom Situation Cases 1/6 | `blogs.sap.com/2022/03/15/custom-situation-cases-configure-your-own-use-cases-1-6/` |
| Custom Situation Cases 2/6 | `blogs.sap.com/2022/03/16/custom-situation-cases-model-your-own-situation-objects-2-6/` |
| Custom Situation Cases 3/6 | `blogs.sap.com/2022/03/16/custom-situation-cases-create-your-own-situation-scenario-3-6/` |
| Custom Situation Cases 4/6 | `blogs.sap.com/2022/03/16/custom-situation-cases-configure-a-simple-use-case-4-6/` |
| Custom Situation Cases 5/6 | `blogs.sap.com/2022/03/16/custom-situation-cases-configure-an-escalation-case-5-6/` |
| Custom Situation Cases 6/6 | `blogs.sap.com/2022/03/17/custom-situation-cases-configure-a-complex-case-6-6/` |
| How to Start 1/4 | `blogs.sap.com/2023/09/12/how-to-start-with-custom-situations-high-level-design-of-the-use-case-1-4/` |
| How to Start 2/4 | `blogs.sap.com/2023/10/04/how-to-start-with-custom-situations-detailed-design-of-your-use-case-2-4/` |
| How to Start 3/4 | `blogs.sap.com/2023/10/09/how-to-start-with-custom-situations-design-your-situation-object-3-4/` |
### SAP Help Portal
| 主题 | 路径 |
|------|------|
| Extended Framework 总入口 | `help.sap.com` 搜索 "Situation Handling – Extended Framework for SAP S/4HANA Cloud" |
| Manage Situation Objects | `help.sap.com` 搜索 "Manage Situation Objects" |
| Manage Situation Scenarios | `help.sap.com` 搜索 "Manage Situation Scenarios" |
| Manage Situation Types - Extended | `help.sap.com` 搜索 "Manage Situation Types – Extended" |
| My Situations - Extended | `help.sap.com` 搜索 "My Situations – Extended" |
| Responsibility Management | `help.sap.com` 搜索 "Responsibility Management" |
### 本 KB 中关联文件
| 文件 | 提供什么 |
|------|---------|
| `SAP_Scope_Item_Catalog_RAG.md §31N` | Situation Handling Scope Item 定义和 Fiori Apps 列表 |
| `FSD_06_Procurement_Capabilities.md (多处)` | 采购域 8 个 Situation Handling 功能说明 |
| `04_Procurement_MM_Processes.md` | 采购凭证 Situation Handling 流程步骤 |
| `P2F_12_Logistics_Warehouse.md` | 仓储域 Situation Handling（盘点差异、HU 异常） |
| `KB_Cds_User\CDS_KeyUser可用_一览表.md` | 标准 Situation CDS 视图索引 |
| `KB_API\API_BUSINESS_SITUATION_SRV.md` | Business Situation API 接口详情 |
| `KB_API\CE_API_BUS_SITN_MSTRDATA_SRV_0002.md` | Situation Type 主数据 API 详情 |
---
> 本文档为 广联项目 SAP S/4HANA Cloud 实施补充 KB
> 基于官方文档 + SAP Community 博客整理，具体版本以实际系统为准
knowledge-base/KB_Test_Case/KB_SAP SalesKits/31Q_S4CLD2302_Process_Overview_ZH_XX.htm 0 → 100644
View file @ b1543f35
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<title id="title-0">针对销售包的销售订单处理 (31Q)：流程图</title>
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<h1 id="h1-0">针对销售包的销售订单处理 (31Q)</h1>
<i id="i-0">注意！这是一份未经审核准确性的机器翻译文档。要发送有关译文的反馈，您可以在 SAP Best Practices Explorer 中您的国家/地区版本的范围项目页面上创建客户支持消息。</i>
<p id="p-0">此范围项目支持以下流程：</p>
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<text fill="lightgray" cursor="default" display="none" x="215" y="477" style="font:18px Arial, Helvetica, sans-serif;">No lanes are present in the pool, add at least 1 lane first</text>
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<tspan x="333" y="19" >31Q - 针对销售包的销售订单处理</tspan>
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<tspan x="6" y="453">You can add the lane only when</tspan>
<tspan x="46" y="471">the pool is highlighted</tspan>
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<tspan x="93" y="13" >内部销售代表</tspan>
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<tspan x="-26" y="10" >客户订购物料</tspan>
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<tspan x="10" y="26" >客户订购物料</tspan>
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<tspan x="15" y="36" >创建销售订单</tspan>
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<tspan x="13" y="435">You can add the</tspan>
<tspan x="17" y="453">lane only when</tspan>
<tspan x="36" y="471">the pool is</tspan>
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<tspan x="54" y="19" >装运专家</tspan>
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<tspan x="31" y="40" >过账发货</tspan>
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<tspan x="31" y="39" >执行拣配</tspan>
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<tspan x="32" y="36" >创建交货</tspan>
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<tspan x="12" y="453">You can add the lane only</tspan>
<tspan x="4" y="471">when the pool is highlighted</tspan>
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<tspan x="95" y="13" >开票员</tspan>
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<tspan x="17" y="37" >创建开票凭证</tspan>
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<tspan x="26" y="30" >显示发票</tspan>
<tspan x="26" y="41" >-巴 西</tspan>
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在SAP公有云（特别是SAP S/4HANA Cloud Public Edition）中，**定价条件 (Pricing Condition)**、**定价过程 (Pricing Procedure)** 和**定价决定 (Price Determination)** 是“条件技术 (Condition Technique)”的核心要素。它们之间的关系可以理解为从“**最小单元**”到“**执行框架**”，再到“**计算过程**”的逐层递进：
* **定价条件**：是**定价的基本单元与“原材料”**，定义了**“算什么”**。
* **定价过程**：是**定价的“操作手册”与执行框架**，决定了**“怎么算”**。
* **定价决定**：是**系统执行定价过程的完整动作与结果**，实现了**“算出结果”**。
---
### 📝 核心概念详解
#### 1. 定价条件 (Pricing Condition)：定价的“乐高积木”
定价条件是构成价格的最基本元素。它定义了价格计算中一个**独立且可识别**的组成部分，例如商品的基础价格、客户折扣、运费或税费等。
每个条件类型都有一系列控制参数，定义了它的行为，例如：
* **计算类型**：是固定金额还是百分比。
* **是否允许手动修改**。
* **是否激活**等。
SAP系统预置了许多标准条件类型，例如：
* `PR00`：标准物料价格
* `K007`：客户专属折扣
* `RA00`：运费附加费
* `MW15`：增值税计算
* `PCIP`：云环境下的特定定价条件
#### 2. 定价过程 (Pricing Procedure)：定价的“操作手册”
定价过程是一个**有序的步骤清单**，它定义了在价格计算时，系统需要**按什么顺序**考虑哪些“定价条件”。可以将它理解为一份详细的“操作手册”，告诉系统如何一步步组合这些“原材料”。
一个定价过程中包含多个**步骤 (Step)**，每个步骤都指定了一个**条件类型 (Condition Type)**。系统会严格按照步骤的顺序，依次计算每个条件类型的金额，最终累加出总价。
例如，一个典型的销售订单定价过程可能包含以下步骤：
1. 确定物料基础价格 (条件类型 `PR00`)
2. 计算客户折扣 (条件类型 `K007`)
3. 计算运费 (条件类型 `RA00`)
4. 计算税费 (条件类型 `MW15`)
#### 3. 定价决定 (Price Determination)：定价的“计算过程”
“定价决定”不是一个新的配置对象，而是指**系统在业务单据（如销售订单）中，实际执行定价过程的完整动作**。
当用户在系统中创建销售订单时，系统就会触发“定价决定”过程。它会：
1. **根据单据信息**（如客户、物料、销售组织等），**自动选定**一个合适的“定价过程”。
2. 严格按照选定的“定价过程”中定义的**步骤顺序**，逐一查找并计算每个“条件类型”的金额。
3. 最终**计算出整张单据的净价和总价**。
### 🔗 概念关系一览
这三个概念的层级和协作关系可以总结如下：
```mermaid
flowchart TD
A[定价条件<br>Pricing Condition] -->|是构成元素| B[定价过程<br>Pricing Procedure]
B -->|定义了计算逻辑| C[定价决定<br>Price Determination]
D[条件类型<br>Condition Type] --> A
E[条件表<br>Condition Table] --> A
F[条件记录<br>Condition Record] --> A
G[步骤<br>Step] --> B
H[访问顺序<br>Access Sequence] --> B
I[业务单据<br>如：销售订单] --> C
C --> J[最终价格]
```
这个关系图清晰地展示了从基础元素到最终结果的完整路径。
### 💎 总结
简单来说，这三个概念的关系是：
* **“定价条件”** 是**“积木”**，代表价格的一个组成部分（如价格、折扣）。
* **“定价过程”** 是**“图纸”**，规定了用哪些积木以及按什么顺序搭建。
* **“定价决定”** 则是**“施工过程”**，系统根据图纸，用积木搭建出最终的价格结果。
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在SAP公有云中，**条件类型 (Condition Type)**、**条件表 (Condition Table)** 和**条件记录 (Condition Record)** 是“条件技术”的三个核心构件。它们的配置逻辑环环相扣，遵循一个明确的先后顺序：**先有“表”，再建“类型”，最后维护“记录”**。
下面是这三者的详细设置方法及它们之间的协作关系。
### 📝 核心概念与设置详解
#### 1. 条件表 (Condition Table)：定义价格的“钥匙”
**概念**：条件表定义了用于查找特定价格或折扣的**关键字段组合**。它好比一把“钥匙”的“模具”，决定了价格是取决于“物料+客户”，还是“物料+地区”等。系统标准版已预置了常用的条件表（如表306用于物料价格）。
**设置方法**（主要针对创建自定义字段的场景）：
1. **创建自定义字段**：在“**自定义字段 (Custom Fields)**”应用中，为定价相关的业务上下文（如`Sales: Pricing Communication Item`）创建新的字段。
2. **添加到字段目录**：在配置活动“**更改销售中定价的字段目录 (Change Field Catalog for Pricing in Sales)**”中，将新建的自定义字段添加到目录中。
3. **创建条件表**：在配置活动“**创建销售中定价的条件表 (Create Condition Tables for Pricing in Sales)**”中，新建一个条件表，并将所需的关键字段（包括自定义字段）添加到该表中。
> **注意**：系统预置的条件表通常可直接使用，无需创建。上述步骤主要用于需要新增价格决定因素（即新的“钥匙”）的场景。
---
#### 2. 条件类型 (Condition Type)：定义价格的“种类”
**概念**：条件类型是定价的**基本单元**，它定义了一个具体的价格元素是“价格”、“折扣”还是“附加费”。它好比是“钥匙”的**标签**，告诉系统这串“钥匙”是用来开“价格”这把锁，还是“折扣”这把锁。
**设置方法**：
1. **进入配置活动**：在配置环境中，找到并进入“**设置销售中定价的条件类型 (Set Condition Types for Pricing in Sales)**”活动。
2. **新建或复制**：你可以新建一个条件类型，或基于现有的标准类型（如`PR00`）进行复制。
3. **分配访问顺序**：这是最关键的一步。你必须为这个条件类型**分配一个访问顺序 (Access Sequence)**。
* **访问顺序**：是一个**搜索策略**，它定义了系统去哪里（即哪些“条件表”）以及按什么顺序查找具体的价格值。
* 一个访问顺序可以包含一个或多个“访问 (Access)”，每个访问指向一个**条件表**。系统会按顺序在这些表中查找，直到找到第一个有效值。
4. **配置其他属性**：你还需要定义该条件类型的计算类型（固定金额或百分比）、是否允许手工修改等其他控制参数。
---
#### 3. 条件记录 (Condition Record)：存储价格的“数据”
**概念**：条件记录是存储在条件表中的**具体价格数据**。它是“钥匙”和“标签”都定义好后，最终存入数据库的**实际数值**。例如，“物料A在2026年全年的标准价格是100元”就是一条具体的条件记录。
**设置方法**：
1. **进入维护应用**：业务用户可以通过相应的Fiori应用来维护条件记录，例如：
* **管理价格 - 销售 (Manage Prices - Sales)**
* **设置物料价格 - 销售 (Set Material Prices - Sales)**
2. **选择条件类型**：在应用中，首先选择你要维护的是哪种**条件类型**（例如，是维护标准价格`PR00`，还是维护客户折扣`K007`）。
3. **输入关键字段值**：系统会根据该条件类型所分配的**访问顺序**，自动带出对应的**条件表**中的关键字段。你需要为这些字段填入具体的值，例如：
* `销售组织`：`1000`
* `物料`：`MAT-A`
* `有效期`：`2026-01-01` 到 `2026-12-31`
4. **录入价格/比率**：最后，输入该组合下的具体价格或折扣比率，保存后即生成一条条件记录。
### 🔗 三者的关系与配置流程
这三个概念的配置和协作，遵循一个清晰的先后顺序，可以概括为以下流程：
```mermaid
flowchart LR
A[1. 条件表<br>（定义查找关键字）] --> B[2. 访问顺序<br>（定义查找哪些表及顺序）]
B --> C[3. 条件类型<br>（定义价格种类并绑定访问顺序）]
C --> D[4. 条件记录<br>（维护具体价格数据）]
```
* **条件表 (Condition Table)** 是基础，它定义了“钥匙”的**结构**。
* **访问顺序 (Access Sequence)** 是一个中间环节，它将一个或多个**条件表**组织成一个**搜索路径**，并分配给**条件类型**。
* **条件类型 (Condition Type)** 承上启下，它通过**访问顺序**与**条件表**关联起来，为具体的价格数据（**条件记录**）提供了一个“容器”和“标签”。
* **条件记录 (Condition Record)** 是最终的结果，它根据**条件类型**指定的“访问顺序”，将具体的价格值填入对应的**条件表**中。
简单来说，整个配置过程就是：**先定义好“钥匙的模具”（条件表），再给这把钥匙贴上“价格”或“折扣”的标签（条件类型并绑定访问顺序），最后才是在系统中录入“这把钥匙能开哪个锁、值多少钱”的具体数据（条件记录）**。
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关于你提出的两个问题，它们的配置位置和作用如下：
### 🗺️ 分配访问顺序的配置位置
在SAP公有云中，分配访问顺序的操作在两个紧密相关的配置活动中完成。
具体配置路径如下：
1. **创建/维护访问顺序**：在配置环境中，通过搜索进入 **“设置访问顺序 (Set Access Sequences)”** 活动。在这里，你可以定义一个新的访问顺序，或修改现有的。一个访问顺序可以包含一个或多个**访问 (Access)**，每个访问都指向一个**条件表 (Condition Table)**，并决定了系统查找条件记录的优先级顺序。
2. **将访问顺序分配给条件类型**：接着，进入 **“设置销售中定价的条件类型 (Set Condition Types for Pricing in Sales)”** 活动。
* 在这里找到或新建一个**条件类型 (Condition Type)**。
* 在其配置中，有一个关键字段用于**分配访问顺序 (Access Sequence)**。你需要在此处选择在第一步中创建或维护的访问顺序。
* **注意**：你可以为多个不同的条件类型分配**同一个**访问顺序。
### 🚫 条件类型分配到“排除组”的作用
“排除组”是一个用于处理**互斥**定价条件的强大工具。它的核心作用是**防止系统在定价时，将多个本应互斥的折扣或费用累加在一起**。
例如，业务上存在“**客户特别折扣**”和“**节日通用折扣**”两种促销，但规定两者不可叠加，只能取最优的一个。此时，就可以通过排除组来实现。
其工作机制和配置如下：
1. **定义排除组**：首先，在配置活动 **“定义条件排除组 (Define Condition Exclusion Groups)”** 中创建一个排除组。一个排除组就是一个由**条件类型**组成的列表，用一个三位数字的编号来标识。
2. **分配条件类型**：然后，在配置活动 **“将条件类型分配到排除组 (Assign Condition Types to Exclusion Groups)”** 中，将互斥的条件类型（如`K007`客户特别折扣和`RA00`节日折扣）添加到同一个排除组里。
3. **定义排除规则**：最后，在配置活动 **“维护定价过程的条件排除 (Maintain Condition Exclusion for Pricing Procedures)”** 中，为定价过程选择一个**排除程序 (Condition Exclusion Procedure)**。这决定了系统将如何执行排除，常见的选项包括：
* **A (Best condition between condition types)**：系统会比较组内所有有效的条件，**选择最优（如折扣最大）的一个**，并将其余的设为“不活跃”。
* **L (Least favorable condition between condition types)**：选择**最差**的一个。
* 此外，还有用于比较**单个条件类型内**不同记录（B/E），以及用于**两个组之间**比较（C/F/D）的程序。
> **重要提示**：被排除的条件并不会从单据中删除，而是被标记为“不活跃 (Inactive)”。你仍然可以在单据的价格元素屏幕上看到它们，这有助于进行价格分析。
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在SAP公有云的定价配置体系中，“定价条件”和“步骤”是**定价过程**内部的两个核心构成元素。它们是定义价格如何被一步步计算出来的“操作手册”中的具体条目。
---
### 📌 定价条件 (Pricing Condition)
在定价过程的上下文中，“定价条件”通常指代具体的**条件类型 (Condition Type)**。
#### 功能
* **定义价格元素**：它是定价过程中的一个**独立的价格因素**，比如“物料基础价格”、“客户折扣”、“运费”或“税费”。
* **承载计算逻辑**：它决定了这个价格元素如何被计算，例如，是按固定金额计算，还是按数量、重量或价格的百分比来计算。
* **携带具体数值**：在业务单据定价时，系统会根据它绑定的“访问顺序”去查找具体的“条件记录”，并将记录的金额带入计算。
* **控制行为**：它通过20多个控制参数（如是否允许手工修改、是否激活等）来定义这个价格元素的行为特性。
#### 配置方法
将“定价条件”（条件类型）添加到定价过程中，是完成定价过程配置的关键一步。操作路径如下：
1. **进入配置活动**：在SAP公有云的配置环境中，搜索并进入 **“设置定价过程 (Set Pricing Procedures)”** 活动。
2. **选择目标定价过程**：找到你需要修改的定价过程（例如，销售订单的标准定价过程）。
3. **新增或插入步骤**：在“控制数据 (Control Data)”表中，**新增一行**或**在特定位置插入一行**。这一行就代表一个**步骤 (Step)**。
4. **分配条件类型**：在新行的 **“条件类型 (CType)”** 字段中，输入你想要添加的条件类型代码（如`PR00`、`K007`等）。
---
### 🔢 步骤 (Step)
“步骤”是定价过程中的**行项目**，它规定了定价条件的**计算顺序**。
#### 功能
* **定义计算顺序**：步骤的**编号（Step Number）** 决定了定价条件在计算时的**先后次序**。系统会严格按照步骤号从小到大依次计算。例如，必须先计算出基础价格（步骤10），才能基于它计算折扣（步骤20）。
* **承载条件类型**：每个步骤都对应一个“定价条件”（条件类型），它是指定该步骤具体计算什么内容的载体。
* **控制计算逻辑**：除了条件类型，步骤还包含其他关键控制字段，共同决定了价格的计算方式：
* **计数 (Counter)**：对步骤的进一步细化。
* **条件类型 (Condition Type)**：该步骤所代表的价格元素。
* **从...到 (From...To)**：定义该步骤的计算基础（如基于哪个步骤的小计）。
* **小计 (Subtotal)**：将计算结果存入一个中间变量，供后续步骤使用。
* **需求 (Requirement)**：定义该步骤在什么条件下才被执行（例如，仅当客户在特定国家时才计算运费）。
* **计算类型 (Calculation Type)**：定义具体的计算公式。
* **科目 (Account)**：定义该条件金额应过账到哪个总账科目。
#### 配置方法
配置“步骤”实际上就是配置上述“控制数据”表中的每一行。在 **“设置定价过程”** 活动中，你可以：
1. **维护步骤编号**：为每一行分配一个唯一的、递增的**步骤号**。
2. **指定条件类型**：为该步骤选择一个**条件类型**。
3. **定义其他控制参数**：设置“计数”、“从...到”、“小计”、“需求”等字段，以精确控制该步骤的计算逻辑。
---
### 🔗 定价条件与步骤的关系
**“步骤”是定价过程中的一个“位置”或“行”**，而 **“定价条件”（条件类型）是填充在这个位置上的具体“内容”**。
* **步骤定义了“何时”和“如何”**：它通过步骤号定义了计算的顺序，通过“小计”、“需求”等字段定义了计算上下文。
* **条件类型定义了“算什么”**：它定义了该步骤具体是计算价格、折扣还是附加费，以及其计算类型和查找价格数据的方式。
一个定价过程由多个“步骤”组成，每个“步骤”都必须关联一个“条件类型”，这样才能构成一个完整的计算链条。
### 💎 总结
| 概念 | 核心功能 | 配置关键点 |
| :--- | :--- | :--- |
| **定价条件 (Condition Type)** | 定义价格元素的**类型**和**计算逻辑** | 在“设置条件类型”活动中定义，然后**分配到定价过程的某个步骤中** |
| **步骤 (Step)** | 定义定价过程的**计算顺序**和**上下文** | 在“设置定价过程”活动中，通过**步骤号**、**条件类型**等字段进行配置 |
简单来说，你首先需要有一个定义好的“定价条件”（如客户折扣`K007`），然后在“定价过程”中创建一个“步骤”（如步骤20），并将这个“定价条件”分配给这个“步骤”。系统执行定价时，就会按照步骤号从小到大的顺序，依次执行每个步骤所关联的定价条件，最终计算出总价。
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“定价决定”是条件技术的**核心执行过程**。简单来说，它指的是当你在系统中创建一张销售订单时，SAP系统在后台自动完成的一系列**计算步骤**，最终得出该订单的准确价格。
这个过程并非无迹可寻，它的执行逻辑由你之前问到的**定价过程（Pricing Procedure）** 来定义。可以把定价过程看作一份详细的“计算说明书”，而“定价决定”就是系统严格按照这份说明书来执行计算的动作。
整个过程主要可以分为三个环环相扣的阶段：**程序确定**、**条件查找**与**价值计算**。
---
### 阶段一：程序确定——系统该用哪本“说明书”？
在开始计算前，系统必须先确定使用哪个定价过程。这个过程由系统根据订单的三个关键信息自动匹配：
1. **销售范围 (Sales Area)**：订单所属的销售组织、分销渠道和产品组。
2. **单据定价过程标识 (Document Pricing Procedure)**：一个两位的代码，定义在销售订单类型（如标准订单、退货单）的配置中。
3. **客户定价过程标识 (Customer Pricing Procedure)**：一个两位的代码，维护在客户主数据的销售范围数据中。
系统会拿着这三个信息，去一张“定价过程确定表”里寻找完全匹配的条目，并读取该条目指定的定价过程。如果找不到匹配项，系统将无法定价并报错。
### 阶段二：条件查找——去寻找具体的“价格标签”
确定“说明书”（定价过程）后，系统就进入执行阶段。它会从头到尾依次处理定价过程中的每一个**步骤（Step）**。
每个步骤都指定了一个**条件类型 (Condition Type)**，比如“基础价格”、“客户折扣”、“运费”等。系统需要为这个条件类型找到一个具体的金额。为此，它会利用该条件类型所分配的**访问顺序 (Access Sequence)**。
**访问顺序**是一张**搜索地图**，它告诉系统按什么优先级去哪些**条件表 (Condition Table)** 里找。每个访问步骤都指向一个条件表，系统会按顺序在这些表里查找，直到找到一条匹配当前订单信息的有效**条件记录 (Condition Record)**。
这个查找过程有几个关键点：
* **优先级控制**：访问顺序通常将更具体的条件（如“客户+物料”价格）放在更通用的条件（如“物料”价格）之前，确保系统优先使用最精准的价格。
* **独家指示符 (Exclusive Indicator)**：如果某个访问步骤勾选了“独家”，那么只要系统在该步找到了有效记录，就会**立即停止搜索**，不再继续查找优先级更低的记录。
* **需求 (Requirement)**：可以为访问步骤设置条件，比如仅在特定单据类型下才执行此步骤，进一步控制查找逻辑。
### 阶段三：价值计算——算出最终价格
当系统为所有条件类型都找到了具体的金额后，就进入最终的计算阶段。它会严格按照定价过程中**步骤（Step）** 的顺序，根据每个条件类型的定义进行加减乘除。
此阶段的核心控制字段包括：
* **从/到 (From/To)**：定义了百分比条件的计算基准（例如，基于哪个步骤的小计来计算折扣）。
* **小计 (Subtotal)**：将当前计算结果存入一个中间变量，供后续步骤使用。
* **手动 (Manual)**：控制该条件是否允许用户在订单中手动修改。
* **强制 (Mandatory)**：若勾选，该条件必须有值，否则订单会报错。
* **统计 (Statistical)**：若勾选，该值仅用于信息参考，不参与净值计算。
### 💎 总结：一张图看懂“定价决定”
整个“定价决定”过程，可以看作是从“宏观”到“微观”的三个步骤：
```mermaid
flowchart TD
A[开始：创建销售订单] --> B{阶段一：程序确定<br>系统根据“销售范围+单据类型+客户”<br>自动匹配一个定价过程};
B --> C[阶段二：条件查找<br>系统按定价过程的步骤顺序处理];
C --> D[读取一个步骤指定的“条件类型”<br>例如：PR00（价格）、K007（折扣）];
D --> E[利用该条件类型的“访问顺序”<br>在多个“条件表”中按优先级查找];
E --> F{是否找到有效的“条件记录”？};
F -- 是 --> G[获取该条件的金额<br>例如：100元、打9折];
F -- 否 --> H[该条件无值，<br>根据配置可能报错或跳过];
G --> I{是否还有下一个步骤？};
I -- 是 --> D;
I -- 否 --> J[阶段三：价值计算<br>按步骤顺序，利用“从/到”、“小计”等<br>字段执行加减乘除];
J --> K[结束：得出最终价格];
```
总而言之，**“定价决定”** 是SAP系统基于预配置的 **“定价过程”** ，通过 **“访问顺序”** 在 **“条件表”** 中查找具体的 **“条件记录”** ，并按照既定逻辑计算出最终价格的一整套自动化流程。
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knowledge-base/开发设计/发货数量CRM接口说明_YY1_DELIVERYQTYCRM_CDS_20260805.json 0 → 100644
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{
"api_document_version": "1.0",
"document_date": "2026-08-05",
"service": {
"name": "YY1_DELIVERYQTYCRM_CDS",
"description": "销售发货数量同步 CRM 查询接口（CDS 视图暴露，只读查询）",
"type": "OData V2 (SAP Gateway)",
"protocol": "HTTPS",
"authentication": "Basic Auth (Communication User)",
"base_url": "https://my201453-api.s4hana.sapcloud.cn/sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/",
"metadata_url": "https://my201453-api.s4hana.sapcloud.cn/sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/$metadata",
"permissions": {
"creatable": false,
"updatable": false,
"deletable": false,
"readable": true
}
},
"entity_sets": [
{
"name": "YY1_DeliveryQtyCrm",
"entity_type": "YY1_DeliveryQtyCrmType",
"key": "ID",
"description": "交货单交货数量（按项目）查询集合，供 CRM 获取发货数量",
"fields": [
{
"name": "ID",
"type": "Edm.String",
"key": true,
"nullable": false,
"max_length": null,
"sap_label": null,
"description": "内部主键（技术键，CDS 视图自动生成，请求/筛选时使用）"
},
{
"name": "DeliveryDocument",
"type": "Edm.String",
"key": false,
"nullable": true,
"max_length": 10,
"sap_label": "Delivery",
"description": "交货单号（如 0080001234）"
},
{
"name": "DeliveryDocumentItem",
"type": "Edm.String",
"key": false,
"nullable": true,
"max_length": 6,
"sap_label": "Item",
"description": "交货单行项目号"
},
{
"name": "CreationDate",
"type": "Edm.DateTime",
"key": false,
"nullable": true,
"max_length": null,
"sap_label": "Created On",
"description": "创建日期"
},
{
"name": "CreationTime",
"type": "Edm.Time",
"key": false,
"nullable": true,
"max_length": null,
"sap_label": "Time",
"description": "创建时间"
},
{
"name": "Product",
"type": "Edm.String",
"key": false,
"nullable": true,
"max_length": 40,
"sap_label": "Product",
"description": "物料号"
},
{
"name": "ActualDeliveryQuantity",
"type": "Edm.Decimal",
"key": false,
"nullable": true,
"max_length": null,
"sap_label": "Delivery Quantity",
"description": "实际交货数量"
},
{
"name": "DeliveryQuantityUnit",
"type": "Edm.String",
"key": false,
"nullable": true,
"max_length": 3,
"sap_label": "Sales Unit",
"description": "交货数量单位（销售单位）"
},
{
"name": "YY1_CRMSOID_SDH",
"type": "Edm.String",
"key": false,
"nullable": true,
"max_length": 20,
"sap_label": "CRMSOID",
"description": "自定义字段：CRM 销售订单外部 ID（CRM 订单标识）"
}
]
}
],
"request_examples": {
"query_all_top_10": "GET /sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/YY1_DeliveryQtyCrm?$top=10",
"filter_by_delivery_document": "GET /sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/YY1_DeliveryQtyCrm?$filter=DeliveryDocument eq '0080001234'",
"filter_by_crm_order_id": "GET /sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/YY1_DeliveryQtyCrm?$filter=YY1_CRMSOID_SDH eq 'CRMORDER0001'",
"single_entity_by_id": "GET /sap/opu/odata/sap/YY1_DELIVERYQTYCRM_CDS/YY1_DeliveryQtyCrm(ID='<ID值>')"
},
"auth_headers": {
"Authorization": "Basic <base64(Z_SXT_USER:密码)>",
"Accept": "application/json"
},
"notes": [
"1. 该服务为只读查询服务（Service Document 返回 creatable/updatable/deletable=false），仅支持 GET。",
"2. 字段级中文名以 SAP 标签（sap_label）为参照，实际业务含义需与开发功能说明书核对。",
"3. YY1_ 前缀表明为云原生扩展（Key User/Custom CDS）发布的视图。",
"4. 2026-08-05 实测：$metadata 可正常访问（200），实体数据读取返回 403 —— 见诊断：疑似通信安排未将本服务授权给 Z_SXT_USER。"
]
}
opencode.json 0 → 100644
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{
"$schema": "https://opencode.ai/config.json",
"agent": {
"kb-agent": {
"description": "Knowledge-base agent for 广联项目 blueprint docs. Searches knowledge-base/蓝图/ first, then falls back to SAP public cloud knowledge.",
"mode": "subagent"
},
"task-agent": {
"description": "Task management agent for 广联项目. Creates, views, and updates tasks in the shared task kanban. Auto-syncs with Git.",
"mode": "subagent"
}
},
"instructions": [
"AGENTS.md",
"KB_00_Navigation_Map.md",
"SYSTEM_PROMPT_Agent1_v1.67.md"
],
"skills": {
"paths": [
"D:\\AI Project\\bos-issue-ledger",
"D:\\AI Project\\bos-issue-creator"
]
}
}
opencode.json.bak 0 → 100644
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{
"$schema": "https://opencode.ai/config.json",
"instructions": ["AGENTS.md"],
"skills": {
"paths": [
"D:\\AI Project\\bos-issue-ledger",
"D:\\AI Project\\bos-issue-creator"
]
}
}
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