> For the complete documentation index, see [llms.txt](https://docs.docbits.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.docbits.com/chinese/infor-ji-cheng-yu-pei-zhi/importing-customer-master-data/m3/table-extraction-for-costing-element.md).

# 成本要素表格提取

前往 **Settings → Document Processing → Classification and Extraction**

<figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-5a0c3c375f1e35283869088359a22eacc676a661%2Fimage%20(430).png?alt=media" alt=""><figcaption></figcaption></figure>

<mark style="color:red;">**注意：**</mark> 要启用 **Costing Elements** 的表格提取，必须先将相关的 Costing Element 表导入 **DocBits**。如果未进行此配置，用户打开文档时会遇到以下错误：

***“成本要素配置不正确。请联系管理员进行配置。”***

## 从 M3 导入 Costing Elements 的步骤

1. **在 M3 中打开 PPS280：**
   * 在 M3 主页中，按 `Command + R` 并搜索 **PPS280**。
   * 选择结果中的任意一行或所有行。
2. **导出数据：**
   * 在下一个菜单中，点击 **TOOLS → Export to Excel**。\\

     <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-b2b57a1c088205d0db51424a2e268cce175ab785%2Fimage%20(431).png?alt=media" alt=""><figcaption></figcaption></figure>
   * 选择 **Export All Rows**，然后点击 **EXPORT**。

     <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-2ad8d6e99756c4df8fcb2235043aca4a32d6ba73%2Fimage%20(432).png?alt=media" alt=""><figcaption></figcaption></figure>
3. **修改 Excel 文件：**\
   打开下载的 Excel 文件，并进行以下修改：
   * **重命名列：**
     * A 列 → `costing_element`
     * B 列 → `description`
     * H 列 → `charge_operator`
     * J 列 → `charge_type`
     * K 列 → `distribution_method`
     * L 列 → `distribution_type`
     * N 列 → `charge_sequence_number`。
       * 输入相应的序号。
       * 如果留空，系统默认使用 **10**。
   * **删除上方未列出的所有其他列**，无论这些列**是否包含数据或非空**。
4. **修改前后示例：**\
   以下示例展示了应用所需修改前后的 Excel 文件：
   * **修改前：**

     <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-20366348f30ba041406219d9ecc30fb3f8713508%2Fimage%20(106).png?alt=media" alt=""><figcaption></figcaption></figure>
   * **修改后：**

     <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-38853891291544660ae8a669a3d67b169bee0432%2Fimage%20(107).png?alt=media" alt=""><figcaption></figcaption></figure>
5. **转换为 CSV：**
   * 将修改后的 Excel 文件另存为 `.csv`
6. **上传到 DocBits：**

* 前往 **Settings → Document Processing → Master Data Lookup**
* 点击 imported 旁边的加号

  <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-e5ba2bc88c3a016e8c6aae05705ff472d56efa3e%2Fimage%20(433).png?alt=media" alt=""><figcaption></figcaption></figure>
* 填写所需信息
  * **Data Type**：`costing_element`
  * **File**：选择修改后的 `.csv` 文件
  * **Delimiter**：`comma`
  * **On Conflict**：选择冲突解决策略
  * **Auto-generate ID**：确保已**勾选**此选项\\

    <figure><img src="https://1870485400-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlPczlNw8zzYNLfjfispX%2Fuploads%2Fgit-blob-a713f20725403a3a46614e922e5b90b4b752f61e%2Fimage%20(434).png?alt=media" alt=""><figcaption></figcaption></figure>


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