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Transcription:

Lotus Notes Design and Implementation of Sales Process Management System Based on Lotus Notes 施莹艳 指导教师姓名 : 林林林林坤坤坤坤辉辉辉辉 教授 专 业 名 称 : 软软软软件件件件工工工工程程程程 论论论论文文文文提提提提交交交交日日日日期期期期 : 年 论论论论文文文文答答答答辩辩辩辩时时时时间间间间 : 年 月 月 学学学学位位位位授授授授予予予予日日日日期期期期 : 年 月 答答答答辩辩辩辩委委委委员员员员会会会会主主主主席席席席 : 评 阅 人 : 年 月

Lotus Notes Script I

Abstract Abstract The economic crisis makes more and more enterprises leaders recognize that their current sales process and the corresponding management style has been unable to deliver satisfactory results and could not keep pace with changes in economic development. In order to quickly and accurately understand and master the sales information, to keep a foothold position in the market, it is necessary to establish the sales process management system. In accordance with the actual requirements of the project-oriented enterprise and in view of the specific problems existed in present sales process management, the development of the system is proposed to use Lotus Notes platform. The design and implementation of sales process management system are introduced in terms of requirements analysis, functional design, database design, system implementation and so on. Further more, its realization and application are discussed in detail. The system has successfully realized effective automatic sales process management, greatly facilitate sales managers to improve sales process management level. It is based on Lotus Notes technology, using document databases to store sales information. It is very convenient and effective for data analysis and processing. Managers can realize real-time controlling sales process and grasp marketing opportunity though graphical reports which created by using Lotus Notes Script code. For the related sales process application, it has achieved electronic document approval, notification and a series of functions. Further more, it has designed different types of permissions for related users. It has been proved that this security and stability system improves work efficiency and reaches the expected effect. Key Words: Document-based database; Lotus Notes Script; Sales Progress Management II

1.1...1...1 1.2 1.3...2...5...6 2.1...6 2.2...8 2.2.1...8 2.2.2...9...15 3.1...15 3.1.1...15 3.1.2...16 3.2...16 3.3...23 3.3.1 Lotus Notes ACL...23 3.3.2 Lotus Notes...24 3.4...28 3.4.1...28 3.4.2...28 3.4.3...29 1...31...32 4.2...33 4.3...34...37 III

5.1...37 5.2 5.2.1...38...38 5.2.2...38...45 6.1...45 6.2...46. 48 50 IV

Contents Contents Chpater1 Introduction...1 1.1 Backgroud of this Dissertation...1 1.2 Sales Process Management Theories...2 1.3 Organizational Structure of this Dissertation...5 Chpater2 System Requirements Analysis...6 2.1 Enterprise Sales Process Management Status...6 2.2 Business Analysis...8 2.2.1 Organizational Structure of Business Related Departments...8 2.2.2 Business Related Person Responsibility Analysis...9 Chpater3 System Design...15 3.1 System Design...15 3.1.1 System Design Goals...15 3.1.2 System Architecture...16 3.2 Functional Module Classification...16 3.3 System Design of Permission...23 3.3.1 Lotus Notes ACL Design...23 3.3.2 Lotus Notes Other Permission Design...24 3.4 Design of Interface Style...28 3.4.1 Design of Frame...28 3.4.2 Design of Page...28 3.4.3 Design of Outline...29 Chapter4 System Database Design...31 4. 1 System E-R Diagram...32 4.2 System Data Flow Diagram...33 4.3 Database Table Design...34 Chpater5 System Implementation...37 V

Contents 5.1 Operating Environment of System Implementation...37 5.2 System Implementation Interface...38 5.2.1 System Main Interface...38 5.2.2 System Sub-interface...38 Chapter6 Conclusion...45 6.1 Conclusion...45 6.2 Prospect...46 References...48 Acknowledgements 50 VI

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Degree papers are in the Xiamen University Electronic Theses and Dissertations Database. Full texts are available in the following ways: 1. If your library is a CALIS member libraries, please log on http://etd.calis.edu.cn/ and submit requests online, or consult the interlibrary loan department in your library. 2. For users of non-calis member libraries, please mail to etd@xmu.edu.cn for delivery details.

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