diff --git a/src/api/payment/paymentApplication.js b/src/api/payment/paymentApplication.js
index 7c48a0d..43e50e1 100644
--- a/src/api/payment/paymentApplication.js
+++ b/src/api/payment/paymentApplication.js
@@ -24,7 +24,7 @@ export const syncKingdeeBatch = ids =>
 export const paymentTypeOptions = [
   { label: '项目预付', value: 'project_advance' },
   { label: '进度预付', value: 'progress_advance' },
-  { label: '结算付款', value: 'settlement_payment' },
+  { label: '尾款付款', value: 'settlement_payment' },
 ];
 export const approvalStatusOptions = [
   { label: '草稿', value: 'draft' },
diff --git a/src/views/business/components/waybill-import-dialog.vue b/src/views/business/components/waybill-import-dialog.vue
index 8c750aa..c3452a9 100644
--- a/src/views/business/components/waybill-import-dialog.vue
+++ b/src/views/business/components/waybill-import-dialog.vue
@@ -113,6 +113,12 @@
           label="导入方式"
           width="100"
         />
+        <el-table-column
+          v-if="columnVisible.statusName"
+          prop="statusName"
+          label="状态"
+          width="100"
+        />
         <el-table-column
           v-if="columnVisible.createUserName"
           prop="createUserName"
@@ -121,12 +127,6 @@
         >
           <template #default="{ row }">{{ row.createUserName || '-' }}</template>
         </el-table-column>
-        <el-table-column
-          v-if="columnVisible.statusName"
-          prop="statusName"
-          label="状态"
-          width="100"
-        />
         <el-table-column
           v-if="columnVisible.createTime"
           prop="createTime"
@@ -621,8 +621,8 @@ const columnOptions = [
   { prop: 'carrierType', label: '承运类型' },
   { prop: 'waybillCount', label: '运单数' },
   { prop: 'importTypeName', label: '导入方式' },
-  { prop: 'createUserName', label: '创建人' },
   { prop: 'statusName', label: '状态' },
+  { prop: 'createUserName', label: '创建人' },
   { prop: 'createTime', label: '创建时间' },
   { prop: 'updateTime', label: '更新时间' },
 ];
diff --git a/src/views/payment/payment-application-form.vue b/src/views/payment/payment-application-form.vue
index 7d68571..1c06624 100644
--- a/src/views/payment/payment-application-form.vue
+++ b/src/views/payment/payment-application-form.vue
@@ -22,24 +22,46 @@
           ></el-col>
           <el-col :span="6"
             ><el-form-item label="付款类型" prop="paymentType"
-              ><el-select v-model="form.paymentType" :disabled="readonly" @change="handleTypeChange"
+              ><el-select
+                v-model="form.paymentType"
+                :disabled="readonly || paymentTypeLocked"
+                clearable
+                placeholder="请选择付款类型"
+                @change="handleTypeChange"
                 ><el-option
                   v-for="item in paymentTypeOptions"
                   :key="item.value"
                   v-bind="item" /></el-select></el-form-item
           ></el-col>
-          <el-col v-if="form.paymentType !== 'project_advance'" :span="6"
-            ><el-form-item label="结算单号" prop="referenceId"
-              ><el-input
-                v-model="referenceLabel"
-                readonly
-                :disabled="readonly"
-                placeholder="请选择预结算/正式结算单"
-                ><template #append
-                  ><el-button :disabled="readonly" @click="openReference">选择</el-button></template
-                ></el-input
-              ></el-form-item
-            ></el-col
+          <el-col v-if="isSettlementRelatedType" :span="6"
+            ><el-form-item label="结算单号" prop="referenceId">
+              <div class="payment-form-page__settlement-nos">
+                <template v-if="referenceSettlementLinks.length">
+                  <el-link
+                    v-for="item in referenceSettlementLinks"
+                    :key="`${item.id || item.settlementNo}`"
+                    type="primary"
+                    @click="openSettlementDetail(item)"
+                  >
+                    {{ item.settlementNo }}
+                  </el-link>
+                </template>
+                <el-input
+                  v-else
+                  v-model="referenceLabel"
+                  readonly
+                  :disabled="readonly"
+                  placeholder="请选择预结算/正式结算单"
+                />
+                <el-button
+                  v-if="!readonly"
+                  class="payment-form-page__settlement-select-btn"
+                  @click="openReference"
+                >
+                  选择
+                </el-button>
+              </div>
+            </el-form-item></el-col
           >
           <el-col :span="6">
             <el-form-item label="所属项目">
@@ -85,19 +107,13 @@
               <el-input v-else v-model="form.contractName" disabled />
             </el-form-item>
           </el-col>
-          <el-col v-if="form.paymentType !== 'project_advance'" :span="6"
+          <el-col v-if="isSettlementRelatedType" :span="6"
             ><el-form-item label="结算金额" prop="settlementAmount"
-              ><el-input-number
-                v-model="form.settlementAmount"
-                :disabled="readonly"
-                :min="0"
-                :precision="2"
-                :controls="false"
-                style="width: 100%" /></el-form-item
+              ><el-input :model-value="formatMoney(form.settlementAmount)" disabled /></el-form-item
           ></el-col>
-          <el-col v-if="form.paymentType !== 'project_advance'" :span="6"
+          <el-col v-if="isSettlementRelatedType" :span="6"
             ><el-form-item label="可付款金额"
-              ><el-input v-model="form.payableAmount" disabled /></el-form-item
+              ><el-input :model-value="formatMoney(form.payableAmount)" disabled /></el-form-item
           ></el-col>
           <el-col :span="6"
             ><el-form-item label="票款类型"
@@ -124,8 +140,11 @@
                 :disabled="readonly"
                 :min="0"
                 :precision="2"
+                :step="0.01"
                 :controls="false"
-                style="width: 100%" /></el-form-item
+                style="width: 100%"
+                value-on-clear="0"
+              /></el-form-item
           ></el-col>
           <el-col :span="6"
             ><el-form-item label="付款方式" prop="paymentMethod"
@@ -150,34 +169,39 @@
                 ></el-input></el-form-item
           ></el-col>
           <el-col :span="6"
-            ><el-form-item label="收款方"
-              ><el-input v-model="form.payeeName" disabled /></el-form-item
+            ><el-form-item label="付款方"
+              ><el-input v-model="form.payerName" disabled /></el-form-item
           ></el-col>
           <el-col :span="6">
-            <el-form-item label="收款账号" prop="receiptAccountId">
-              <el-input v-if="readonly" v-model="form.bankAccount" disabled></el-input>
+            <el-form-item label="收款方" prop="receiptAccountId">
+              <el-input v-if="readonly" v-model="form.payeeName" disabled />
               <el-select
                 v-else
                 v-model="form.receiptAccountId"
-                :disabled="!form.payeeName"
                 :loading="receiptAccountLoading"
+                :disabled="!contractPartyBName"
                 filterable
                 clearable
-                placeholder="请选择收款方的收款账号"
-                no-data-text="该收款方未维护可用收款信息"
-                @change="handleReceiptAccountChange"
-                ><el-option
+                placeholder="请选择收款方"
+                no-data-text="合同乙方客商未维护可用收款信息"
+                @change="handlePayeeReceiptChange"
+              >
+                <el-option
                   v-for="item in receiptAccountOptions"
                   :key="item.id"
-                  :label="receiptAccountLabel(item)"
+                  :label="payeeReceiptLabel(item)"
                   :value="item.id"
                 />
               </el-select>
             </el-form-item>
           </el-col>
+          <el-col :span="6"
+            ><el-form-item label="收款账号"
+              ><el-input v-model="form.bankAccount" disabled placeholder="选择收款方后自动带出" /></el-form-item
+          ></el-col>
           <el-col :span="6"
             ><el-form-item label="开户银行"
-              ><el-input v-model="form.bankName" disabled /></el-form-item
+              ><el-input v-model="form.bankName" disabled placeholder="选择收款方后自动带出" /></el-form-item
           ></el-col>
           <el-col :span="6"
             ><el-form-item label="申请人"
@@ -198,30 +222,50 @@
           ></el-col>
         </el-row>
       </section-card>
-      <section-card v-if="form.paymentType !== 'project_advance'" title="结算信息">
+      <section-card v-if="isSettlementRelatedType" title="结算信息">
         <el-table :data="settlementRows" border
-          ><el-table-column type="index" label="序号" width="70" /><el-table-column
-            prop="settlementNo"
-            label="结算单号"
-            min-width="150" /><el-table-column
-            prop="settlementAmount"
-            label="结算总金额"
-            min-width="130" /><el-table-column
-            prop="payableAmount"
-            label="可付款金额"
-            min-width="130" /><el-table-column
-            prop="paymentRatio"
-            label="付款比例（%）"
-            min-width="110" /><el-table-column
-            prop="appliedAmount"
-            label="付款金额"
-            min-width="130"
-        /></el-table>
+          ><el-table-column type="index" label="序号" width="70" />
+          <el-table-column prop="settlementNo" label="结算单号" min-width="150">
+            <template #default="{ row }">
+              <el-link
+                v-if="row.settlementNo"
+                type="primary"
+                @click="openSettlementDetail(row)"
+              >
+                {{ row.settlementNo }}
+              </el-link>
+              <span v-else>-</span>
+            </template>
+          </el-table-column>
+          <el-table-column prop="settlementAmount" label="结算总金额" min-width="130">
+            <template #default="{ row }">{{ formatMoney(row.settlementAmount) }}</template>
+          </el-table-column>
+          <el-table-column prop="payableAmount" label="可付款金额" min-width="130">
+            <template #default="{ row }">{{ formatMoney(row.payableAmount) }}</template>
+          </el-table-column>
+          <el-table-column prop="paymentRatio" label="付款比例（%）" min-width="110">
+            <template #default="{ row }">{{ formatMoney(row.paymentRatio) }}</template>
+          </el-table-column>
+          <el-table-column prop="appliedAmount" label="付款金额" min-width="130">
+            <template #default="{ row }">{{ formatMoney(row.appliedAmount) }}</template>
+          </el-table-column>
+        </el-table>
       </section-card>
-      <section-card v-if="form.paymentType !== 'project_advance'" title="发票信息">
+      <section-card v-if="isSettlementRelatedType" title="发票信息">
         <el-table :data="form.invoices" border>
           <el-table-column type="index" label="序号" width="70" />
-          <el-table-column prop="settlementNo" label="结算单号" min-width="120" />
+          <el-table-column prop="settlementNo" label="结算单号" min-width="120">
+            <template #default="{ row }">
+              <el-link
+                v-if="row.settlementNo"
+                type="primary"
+                @click="openSettlementDetail({ settlementNo: row.settlementNo })"
+              >
+                {{ row.settlementNo }}
+              </el-link>
+              <span v-else>-</span>
+            </template>
+          </el-table-column>
           <el-table-column prop="invoiceNo" label="发票号" min-width="140" />
           <el-table-column prop="invoiceDate" label="开票日期" min-width="150" />
           <el-table-column prop="invoiceType" label="发票类型" min-width="130" />
@@ -355,7 +399,7 @@
         <el-button v-if="!readonly" type="primary" plain @click="syncPaymentRecords"
           >同步</el-button
         >
-        <el-button v-if="!readonly && canSave" type="primary" plain @click="saveDraft(false)"
+        <el-button v-if="!readonly && canSave" type="primary" plain @click="saveDraft()"
           >保存</el-button
         >
         <el-button
@@ -369,7 +413,7 @@
     </el-form>
     <el-dialog
       v-model="referenceVisible"
-      :title="form.paymentType === 'project_advance' ? '选择项目合同' : '选择结算单'"
+      :title="referenceDialogTitle"
       width="80%"
       ><el-table
         v-if="form.paymentType === 'project_advance'"
@@ -429,7 +473,7 @@
           </el-form>
         </div>
         <el-tabs v-model="referenceTab" @tab-change="handleReferenceTabChange">
-          <el-tab-pane label="正式结算单" name="formal">
+          <el-tab-pane v-if="canSelectFormalSettlement" label="正式结算单" name="formal">
             <el-table
               v-loading="formalPage.loading"
               :data="formalRows"
@@ -440,7 +484,9 @@
               <el-table-column prop="formalSettlementNo" label="结算单号" />
               <el-table-column prop="projectName" label="所属项目" />
               <el-table-column prop="contractName" label="合同名称" />
-              <el-table-column prop="settlementAmount" label="结算金额" />
+              <el-table-column prop="settlementAmount" label="结算金额">
+                <template #default="{ row }">{{ formatMoney(row.settlementAmount) }}</template>
+              </el-table-column>
               <el-table-column label="操作" width="100">
                 <template #default="{ row }">
                   <el-link type="primary" @click.stop="selectFormal(row)">选择</el-link>
@@ -459,13 +505,20 @@
               />
             </div>
           </el-tab-pane>
-          <el-tab-pane label="预结算单" name="pre">
-            <el-table v-loading="prePage.loading" :data="preRows" border @selection-change="preSelection = $event">
+          <el-tab-pane v-if="canSelectPreSettlement" label="预结算单" name="pre">
+            <el-table
+              v-loading="prePage.loading"
+              :data="preRows"
+              border
+              @selection-change="preSelection = $event"
+            >
               <el-table-column type="selection" width="50" />
               <el-table-column prop="preSettlementNo" label="结算单号" />
               <el-table-column prop="projectName" label="所属项目" />
               <el-table-column prop="contractName" label="合同名称" />
-              <el-table-column prop="settlementAmount" label="结算金额" />
+              <el-table-column prop="settlementAmount" label="结算金额">
+                <template #default="{ row }">{{ formatMoney(row.settlementAmount) }}</template>
+              </el-table-column>
               <el-table-column label="操作" width="100">
                 <template #default="{ row }">
                   <el-link type="primary" @click.stop="selectPre(row)">选择</el-link>
@@ -486,7 +539,7 @@
           </el-tab-pane>
         </el-tabs></div
       >
-      <template v-if="form.paymentType !== 'project_advance'" #footer>
+      <template v-if="isSettlementRelatedType" #footer>
         <div class="payment-form-page__reference-footer">
           <el-button @click="referenceVisible = false">取消</el-button>
           <el-button
@@ -646,7 +699,7 @@ const MATERIAL_TYPE_MAP = {
 const emptyForm = () => ({
   id: null,
   paymentNo: '',
-  paymentType: 'project_advance',
+  paymentType: '',
   settlementId: null,
   settlementIds: [],
   preSettlementId: null,
@@ -735,6 +788,7 @@ export default {
       },
       receiptAccountOptions: [],
       receiptAccountLoading: false,
+      contractPartyBName: '',
       firstContractPayment: false,
       contractSignatureFileAvailable: false,
       contractPaymentRatioLimit: null,
@@ -777,12 +831,16 @@ export default {
       ],
       rules: {
         paymentType: [{ required: true, message: '请选择付款类型' }],
-        referenceId: [{ validator: this.validateReference, trigger: 'change' }],
+        referenceId: [
+          { required: true, validator: this.validateReference, trigger: 'change' },
+        ],
         paymentMethod: [{ required: true, message: '请选择付款方式' }],
-        receiptAccountId: [{ required: true, message: '请选择收款账号', trigger: 'change' }],
+        receiptAccountId: [{ required: true, message: '请选择收款方', trigger: 'change' }],
         billLedgerId: [{ validator: this.validateBillLedger, trigger: 'change' }],
         settlementAmount: [{ validator: this.validateSettlementAmount, trigger: 'change' }],
-        appliedAmount: [{ validator: this.validateAppliedAmount, trigger: 'change' }],
+        appliedAmount: [
+          { required: true, validator: this.validateAppliedAmount, trigger: 'change' },
+        ],
       },
     };
   },
@@ -801,6 +859,31 @@ export default {
       const code = this.recordId ? 'payment_application_edit' : 'payment_application_add';
       return this.hasPermission(code);
     },
+    paymentTypeLocked() {
+      if (this.readonly || this.recordId) return false;
+      const queryType = String(this.$route.query.paymentType || '');
+      if (['progress_advance', 'settlement_payment'].includes(queryType)) return true;
+      if (this.transferPayload?.sourcePreSettlements?.length) return true;
+      if (this.transferPayload?.sourceFormalSettlements?.length) return true;
+      return false;
+    },
+    isSettlementRelatedType() {
+      return ['progress_advance', 'settlement_payment'].includes(this.form.paymentType);
+    },
+    canSelectPreSettlement() {
+      // 进度预付仅预结算；尾款付款可正式/预结算
+      return ['progress_advance', 'settlement_payment'].includes(this.form.paymentType);
+    },
+    canSelectFormalSettlement() {
+      return this.form.paymentType === 'settlement_payment';
+    },
+    referenceDialogTitle() {
+      if (this.form.paymentType === 'project_advance') return '选择项目合同';
+      if (this.canSelectPreSettlement && this.canSelectFormalSettlement) return '选择结算单';
+      if (this.canSelectPreSettlement) return '选择预结算单';
+      if (this.canSelectFormalSettlement) return '选择正式结算单';
+      return '选择结算单';
+    },
     billPayment() {
       return this.isBillPaymentMethod();
     },
@@ -821,6 +904,24 @@ export default {
       }
       return this.form.settlementNo || this.form.preSettlementNo || '';
     },
+    referenceSettlementLinks() {
+      if (this.referenceRows.length) {
+        return this.referenceRows.filter(item => item.settlementNo);
+      }
+      const label = this.referenceLabel;
+      if (!label) return [];
+      return String(label)
+        .split(/[、,，]/)
+        .map(item => item.trim())
+        .filter(Boolean)
+        .map(settlementNo => ({
+          settlementNo,
+          id: this.form.preSettlementId
+            ? this.form.preSettlementId || this.form.preSettlementIds?.[0]
+            : this.form.settlementId || this.form.settlementIds?.[0],
+          referenceType: this.form.preSettlementId ? 'pre' : 'formal',
+        }));
+    },
     settlementRows() {
       if (this.referenceRows.length) {
         return this.referenceRows.map(item => ({
@@ -924,6 +1025,10 @@ export default {
       return this.permission?.[code] !== false;
     },
     validateReference(rule, value, callback) {
+      if (!this.isSettlementRelatedType) {
+        callback();
+        return;
+      }
       if (
         this.form.paymentType === 'progress_advance' &&
         !this.form.preSettlementId &&
@@ -932,8 +1037,14 @@ export default {
         callback(new Error('请选择预结算单'));
         return;
       }
-      if (this.form.paymentType === 'settlement_payment' && !this.form.settlementId) {
-        callback(new Error('请选择正式结算单'));
+      if (
+        this.form.paymentType === 'settlement_payment' &&
+        !this.form.settlementId &&
+        !this.form.settlementIds?.length &&
+        !this.form.preSettlementId &&
+        !this.form.preSettlementIds?.length
+      ) {
+        callback(new Error('请选择结算单'));
         return;
       }
       callback();
@@ -956,8 +1067,12 @@ export default {
     validateAppliedAmount(rule, value, callback) {
       const amount = Number(value);
       const payableAmount = Number(this.form.payableAmount || 0);
-      if (!Number.isFinite(amount) || amount < 0) {
-        callback(new Error('申请付款金额不能小于0'));
+      if (value === null || value === undefined || value === '' || !Number.isFinite(amount)) {
+        callback(new Error('请填写申请付款金额'));
+        return;
+      }
+      if (amount <= 0) {
+        callback(new Error('申请付款金额必须大于0'));
         return;
       }
       if (
@@ -1110,7 +1225,7 @@ export default {
           await this.loadProjectOptions();
           await this.loadContractOptions(this.form.projectId);
         }
-        await this.loadReceiptAccountOptions(false);
+        await this.fillBillTypeFromContract(this.form.contractId);
         await this.loadAttachmentRuleData(await this.loadCurrentSettlementDetails());
         if (this.billPayment) await this.loadBillOptions('', data.billLedgerId);
       } else {
@@ -1131,9 +1246,30 @@ export default {
     },
     initialAddPaymentType() {
       const paymentType = String(this.$route.query.paymentType || '');
-      return api.paymentTypeOptions.some(item => item.value === paymentType)
-        ? paymentType
-        : 'project_advance';
+      return api.paymentTypeOptions.some(item => item.value === paymentType) ? paymentType : '';
+    },
+    async fillBillTypeFromContract(contractId, autoSelectDefault = false) {
+      if (!contractId) {
+        this.form.billType = '';
+        this.contractPartyBName = '';
+        this.receiptAccountOptions = [];
+        return;
+      }
+      try {
+        const data = this.unwrapData(await getContractDetail(contractId));
+        this.form.billType = data?.settlementMode || '';
+        // 付款方取合同甲方名称
+        const partyA = data?.partyA || data?.payerName || '';
+        if (partyA) {
+          this.form.payerName = partyA;
+        }
+        this.contractPartyBName = String(data?.partyB || data?.payeeName || '').trim();
+        await this.loadReceiptAccountOptions(autoSelectDefault);
+      } catch (error) {
+        this.form.billType = '';
+        this.contractPartyBName = '';
+        this.receiptAccountOptions = [];
+      }
     },
     async loadPaymentMethodOptions() {
       try {
@@ -1186,29 +1322,20 @@ export default {
       const fallbackRows = this.transferPayload?.sourcePreSettlements || [];
       const ids = this.getTransferredPreSettlementIds();
       if (!ids.length) {
-        this.applyTransferredPreSettlements(fallbackRows);
-        await Promise.all([
-          this.loadReceiptAccountOptions(),
-          this.loadAttachmentRuleData(fallbackRows),
-        ]);
+        await this.applyTransferredPreSettlements(fallbackRows);
+        await this.loadAttachmentRuleData(fallbackRows);
         return;
       }
       try {
         const responses = await Promise.all(ids.map(id => preApi.getDetail(id)));
         const rows = responses.map(response => this.unwrapData(response)).filter(item => item?.id);
         const sourceRows = rows.length ? rows : fallbackRows;
-        this.applyTransferredPreSettlements(sourceRows);
-        await Promise.all([
-          this.loadReceiptAccountOptions(),
-          this.loadAttachmentRuleData(sourceRows),
-        ]);
+        await this.applyTransferredPreSettlements(sourceRows);
+        await this.loadAttachmentRuleData(sourceRows);
       } catch (error) {
         if (fallbackRows.length) {
-          this.applyTransferredPreSettlements(fallbackRows);
-          await Promise.all([
-            this.loadReceiptAccountOptions(),
-            this.loadAttachmentRuleData(fallbackRows),
-          ]);
+          await this.applyTransferredPreSettlements(fallbackRows);
+          await this.loadAttachmentRuleData(fallbackRows);
           return;
         }
         this.$message.error('预结算信息加载失败，请返回后重新发起预付申请');
@@ -1227,10 +1354,12 @@ export default {
           }
         })
       );
-      this.applyTransferredFormalSettlements(rows.filter(item => this.isValidReferenceId(item?.id)));
-      await Promise.all([this.loadReceiptAccountOptions(), this.loadAttachmentRuleData(rows)]);
+      await this.applyTransferredFormalSettlements(
+        rows.filter(item => this.isValidReferenceId(item?.id))
+      );
+      await this.loadAttachmentRuleData(rows);
     },
-    applyTransferredFormalSettlements(rows = []) {
+    async applyTransferredFormalSettlements(rows = []) {
       if (!rows.length) return;
       const contractIds = new Set(rows.map(item => String(item.contractId || '')));
       if (contractIds.size !== 1 || contractIds.has('')) {
@@ -1281,10 +1410,10 @@ export default {
         contractNo: first.contractNo,
         contractName: first.contractName,
         payerName: first.payerName,
-        payeeName: first.payeeName,
+        payeeName: '',
         settlementAmount: Number(settlementAmount.toFixed(2)),
         payableAmount: Number(payableAmount.toFixed(2)),
-        billType: '正式结算单',
+        billType: '',
         paymentRatio,
         appliedAmount: Number(appliedAmount.toFixed(2)),
         invoices: rows.flatMap(item =>
@@ -1301,6 +1430,8 @@ export default {
           kingdeeBillNo: record.kingdeeBillNo || '',
         }))
       );
+      this.clearReceiptAccount();
+      await this.fillBillTypeFromContract(first.contractId, true);
       this.$nextTick(() => {
         this.amountSyncing = false;
         this.$refs.formRef?.clearValidate();
@@ -1309,9 +1440,11 @@ export default {
     createReferenceRow(row) {
       const settlementAmount = Number(row.settlementAmount || 0);
       const appliedAmount = Number(row.advanceAppliedAmount || row.appliedPaymentAmount || 0);
+      const isPre = Boolean(row.preSettlementNo || row.preSettlementId || row.referenceType === 'pre');
       return {
         id: row.preSettlementId || row.settlementId || row.id,
         settlementNo: row.preSettlementNo || row.formalSettlementNo || row.settlementNo || '',
+        referenceType: isPre ? 'pre' : 'formal',
         settlementAmount,
         payableAmount:
           row.payableAmount === undefined || row.payableAmount === null
@@ -1365,7 +1498,7 @@ export default {
       });
       this.$message.success(`同步成功，已生成${recordCount}条付款记录`);
     },
-    applyTransferredPreSettlements(rows = []) {
+    async applyTransferredPreSettlements(rows = []) {
       if (!rows.length) return;
       const contractIds = new Set(rows.map(item => String(item.contractId || '')));
       if (contractIds.size > 1 || contractIds.has('')) {
@@ -1374,7 +1507,9 @@ export default {
       }
       const first = rows[0];
       this.form.invoices = [];
-      this.referenceRows = rows.map(item => this.createReferenceRow(item));
+      this.referenceRows = rows.map(item =>
+        this.createReferenceRow({ ...item, referenceType: 'pre' })
+      );
       const settlementAmount = this.referenceRows.reduce(
         (total, item) => total + Number(item.settlementAmount || 0),
         0
@@ -1384,10 +1519,14 @@ export default {
         0
       );
       const paymentRatio = Number(this.form.paymentRatio || 0);
+      // 尾款付款场景下选择预结算单时保留尾款付款类型，不强制改为进度预付
+      const paymentType =
+        this.form.paymentType === 'settlement_payment' ? 'settlement_payment' : 'progress_advance';
       this.amountSyncing = true;
       Object.assign(this.form, {
-        paymentType: 'progress_advance',
+        paymentType,
         settlementId: null,
+        settlementIds: [],
         settlementNo: '',
         preSettlementId: first.preSettlementId || first.id,
         preSettlementIds: rows.map(item => item.preSettlementId || item.id),
@@ -1403,13 +1542,15 @@ export default {
         contractNo: first.contractNo,
         contractName: first.contractName,
         payerName: first.payerName,
-        payeeName: first.payeeName,
+        payeeName: '',
         settlementAmount: Number(settlementAmount.toFixed(2)),
         payableAmount: Number(payableAmount.toFixed(2)),
-        billType: '预结算单',
+        billType: '',
         appliedAmount: Number(((settlementAmount * paymentRatio) / 100).toFixed(2)),
       });
       this.paymentRecords = [];
+      this.clearReceiptAccount();
+      await this.fillBillTypeFromContract(first.contractId, true);
       this.$nextTick(() => {
         this.amountSyncing = false;
         this.$refs.formRef?.clearValidate();
@@ -1722,14 +1863,6 @@ export default {
       }
       this.contractPaymentRatioExceeded = exceeded;
     },
-    notifyMissingAttachments() {
-      if (!this.missingAttachmentMaterials.length) return;
-      this.$message.warning(
-        `付款申请所需材料未上传，请核对：${this.missingAttachmentMaterials
-          .map(item => item.label)
-          .join('、')}`
-      );
-    },
     handleTypeChange() {
       this.form.invoices = [];
       this.paymentRecords = [];
@@ -1756,6 +1889,8 @@ export default {
       });
       this.referenceRows = [];
       this.contractOptions = [];
+      this.contractPartyBName = '';
+      this.receiptAccountOptions = [];
       this.clearReceiptAccount();
       this.loadAttachmentRuleData([]);
       if (this.form.paymentType === 'project_advance') this.loadProjectOptions();
@@ -1764,6 +1899,7 @@ export default {
       Object.assign(this.form, {
         receiptAccountId: null,
         receiptAccountName: '',
+        payeeName: '',
         bankName: '',
         bankAccount: '',
       });
@@ -1771,6 +1907,103 @@ export default {
     customerRecords(response) {
       return this.unwrapData(response)?.records || [];
     },
+    async loadReceiptAccountOptions(autoSelectDefault = true) {
+      const partyBName = String(this.contractPartyBName || '').trim();
+      const preserveCurrentValue = autoSelectDefault === false;
+      this.receiptAccountOptions = [];
+      this.payeeCustomerLevel = '';
+      if (!partyBName) {
+        if (!preserveCurrentValue) this.clearReceiptAccount();
+        return;
+      }
+      this.receiptAccountLoading = true;
+      try {
+        const [fullNameResponse, shortNameResponse] = await Promise.all([
+          getCustomerArchiveList(1, 20, {
+            fullName: partyBName,
+            approvalStatus: 'approved',
+            status: 1,
+          }),
+          getCustomerArchiveList(1, 20, {
+            shortName: partyBName,
+            approvalStatus: 'approved',
+            status: 1,
+          }),
+        ]);
+        const customers = [
+          ...this.customerRecords(fullNameResponse),
+          ...this.customerRecords(shortNameResponse),
+        ];
+        const customer = customers.find(
+          item => item.fullName === partyBName || item.shortName === partyBName
+        );
+        if (!customer?.id) {
+          if (!preserveCurrentValue) this.clearReceiptAccount();
+          return;
+        }
+        const detail = this.unwrapData(await getCustomerArchiveDetail(customer.id));
+        this.payeeCustomerLevel = detail.customerLevel || '';
+        this.receiptAccountOptions = (detail.receiptAccounts || [])
+          .filter(item => item.accountName || item.accountHolderName || item.bankAccount)
+          .map(item => ({
+            ...item,
+            id: String(item.id),
+          }));
+        const selected = this.receiptAccountOptions.find(
+          item => String(item.id) === String(this.form.receiptAccountId || '')
+        );
+        if (selected) {
+          this.applyReceiptAccount(selected);
+          return;
+        }
+        if (preserveCurrentValue) {
+          // 编辑回填时若选项已加载但暂未匹配到，保留已有展示字段
+          return;
+        }
+        this.clearReceiptAccount();
+        if (autoSelectDefault && !this.readonly) {
+          const defaultAccount =
+            this.receiptAccountOptions.find(item => Number(item.isDefault) === 1) ||
+            (this.receiptAccountOptions.length === 1 ? this.receiptAccountOptions[0] : null);
+          if (defaultAccount) this.applyReceiptAccount(defaultAccount);
+        }
+      } catch (error) {
+        if (!preserveCurrentValue) this.clearReceiptAccount();
+        this.$message.warning('合同乙方客商收款信息加载失败，请稍后重试');
+      } finally {
+        this.receiptAccountLoading = false;
+      }
+    },
+    payeeReceiptLabel(item) {
+      const name = item.accountName || item.accountHolderName || '未命名收款方';
+      return item.bankAccount ? `${name}（${item.bankAccount}）` : name;
+    },
+    receiptAccountLabel(item) {
+      return [item.accountName || item.accountHolderName, item.bankName, item.bankAccount]
+        .filter(Boolean)
+        .join('｜');
+    },
+    applyReceiptAccount(account) {
+      Object.assign(this.form, {
+        receiptAccountId: account.id,
+        receiptAccountName: account.accountName || account.accountHolderName || '',
+        payeeName: account.accountName || account.accountHolderName || '',
+        bankName: account.bankName || '',
+        bankAccount: account.bankAccount || '',
+      });
+      this.$nextTick(() => this.$refs.formRef?.validateField('receiptAccountId').catch(() => {}));
+    },
+    handlePayeeReceiptChange(id) {
+      const account = this.receiptAccountOptions.find(item => String(item.id) === String(id || ''));
+      if (account) {
+        this.applyReceiptAccount(account);
+        return;
+      }
+      this.clearReceiptAccount();
+    },
+    handleReceiptAccountChange(id) {
+      this.handlePayeeReceiptChange(id);
+    },
     async loadProjectOptions() {
       if (this.projectLoading) return;
       this.projectLoading = true;
@@ -1848,6 +2081,8 @@ export default {
           payerName: '',
           payeeName: '',
         });
+        this.contractPartyBName = '';
+        this.receiptAccountOptions = [];
         this.clearReceiptAccount();
         return;
       }
@@ -1855,97 +2090,18 @@ export default {
         contractNo: contract.contractNo || '',
         contractName: contract.contractName || '',
         payerName: contract.payerName || contract.partyA || '',
-        payeeName: contract.payeeName || contract.partyB || '',
+        payeeName: '',
         settlementAmount: 0,
         payableAmount: 0,
         billType: '',
       });
-      await Promise.all([this.loadReceiptAccountOptions(), this.loadAttachmentRuleData([])]);
-      if (this.billPayment) this.loadBillOptions();
-    },
-    async loadReceiptAccountOptions(autoSelectDefault = true) {
-      const payeeName = String(this.form.payeeName || '').trim();
-      const preserveCurrentValue = autoSelectDefault === false;
-      this.receiptAccountOptions = [];
-      this.payeeCustomerLevel = '';
-      if (!payeeName) {
-        if (!preserveCurrentValue) this.clearReceiptAccount();
-        return;
-      }
-      this.receiptAccountLoading = true;
-      try {
-        const [fullNameResponse, shortNameResponse] = await Promise.all([
-          getCustomerArchiveList(1, 20, {
-            fullName: payeeName,
-            approvalStatus: 'approved',
-            status: 1,
-          }),
-          getCustomerArchiveList(1, 20, {
-            shortName: payeeName,
-            approvalStatus: 'approved',
-            status: 1,
-          }),
-        ]);
-        const customers = [
-          ...this.customerRecords(fullNameResponse),
-          ...this.customerRecords(shortNameResponse),
-        ];
-        const customer = customers.find(
-          item => item.fullName === payeeName || item.shortName === payeeName
-        );
-        if (!customer?.id) {
-          if (!preserveCurrentValue) this.clearReceiptAccount();
-          return;
-        }
-        const detail = this.unwrapData(await getCustomerArchiveDetail(customer.id));
-        this.payeeCustomerLevel = detail.customerLevel || '';
-        this.receiptAccountOptions = (detail.receiptAccounts || []).map(item => ({
-          ...item,
-          id: String(item.id),
-        }));
-        const selected = this.receiptAccountOptions.find(
-          item => String(item.id) === String(this.form.receiptAccountId || '')
-        );
-        if (selected) {
-          this.applyReceiptAccount(selected);
-          return;
-        }
-        if (preserveCurrentValue) return;
-        this.clearReceiptAccount();
-        if (autoSelectDefault && !this.readonly) {
-          const defaultAccount =
-            this.receiptAccountOptions.find(item => Number(item.isDefault) === 1) ||
-            (this.receiptAccountOptions.length === 1 ? this.receiptAccountOptions[0] : null);
-          if (defaultAccount) this.applyReceiptAccount(defaultAccount);
-        }
-      } catch (error) {
-        if (!preserveCurrentValue) this.clearReceiptAccount();
-        this.$message.warning('收款方的客商收款信息加载失败，请稍后重试');
-      } finally {
-        this.receiptAccountLoading = false;
-      }
-    },
-    receiptAccountLabel(item) {
-      return [item.accountName || item.accountHolderName, item.bankName, item.bankAccount]
-        .filter(Boolean)
-        .join('｜');
-    },
-    applyReceiptAccount(account) {
-      Object.assign(this.form, {
-        receiptAccountId: account.id,
-        receiptAccountName: account.accountName || account.accountHolderName || '',
-        bankName: account.bankName || '',
-        bankAccount: account.bankAccount || '',
-      });
-      this.$nextTick(() => this.$refs.formRef?.validateField('receiptAccountId').catch(() => {}));
-    },
-    handleReceiptAccountChange(id) {
-      const account = this.receiptAccountOptions.find(item => String(item.id) === String(id || ''));
-      if (account) {
-        this.applyReceiptAccount(account);
-        return;
-      }
+      this.contractPartyBName = String(contract.partyB || contract.payeeName || '').trim();
       this.clearReceiptAccount();
+      await Promise.all([
+        this.fillBillTypeFromContract(contract.id, true),
+        this.loadAttachmentRuleData([]),
+      ]);
+      if (this.billPayment) this.loadBillOptions();
     },
     async handlePaymentMethodChange() {
       if (!this.billPayment) {
@@ -2056,7 +2212,13 @@ export default {
       }
     },
     loadSettlementReferences() {
-      return Promise.all([this.loadFormalReferences(), this.loadPreReferences()]);
+      const loaders = [];
+      if (this.canSelectFormalSettlement) loaders.push(this.loadFormalReferences());
+      if (this.canSelectPreSettlement) loaders.push(this.loadPreReferences());
+      if (!loaders.length) {
+        return Promise.all([this.loadFormalReferences(), this.loadPreReferences()]);
+      }
+      return Promise.all(loaders);
     },
     handleReferenceSearch() {
       this.formalPage.current = 1;
@@ -2088,6 +2250,8 @@ export default {
     },
     async openReference() {
       if (this.form.paymentType === 'project_advance') return;
+      // 进度预付仅预结算；尾款付款默认正式结算，也可切到预结算
+      this.referenceTab = this.canSelectFormalSettlement ? 'formal' : 'pre';
       this.referenceVisible = true;
       this.formalSelection = [];
       this.preSelection = [];
@@ -2095,6 +2259,57 @@ export default {
       this.prePage.current = 1;
       await this.loadSettlementReferences();
     },
+    async openSettlementDetail(row = {}) {
+      const settlementNo = String(row.settlementNo || '').trim();
+      const isPre =
+        row.referenceType === 'pre' ||
+        this.form.paymentType === 'progress_advance' ||
+        Boolean(this.form.preSettlementId || this.form.preSettlementNo);
+      let id =
+        row.id ||
+        row.preSettlementId ||
+        row.settlementId ||
+        (isPre
+          ? this.form.preSettlementId || this.form.preSettlementIds?.[0]
+          : this.form.settlementId || this.form.settlementIds?.[0]);
+      if (!id && settlementNo) {
+        const matched = this.referenceRows.find(
+          item => String(item.settlementNo || '').trim() === settlementNo
+        );
+        id = matched?.id;
+      }
+      if (!id && settlementNo) {
+        try {
+          const listApi = isPre ? preApi.getList : formalApi.getList;
+          const params = isPre
+            ? { preSettlementNo: settlementNo }
+            : { formalSettlementNo: settlementNo };
+          const data = this.unwrapData(await listApi(1, 10, params));
+          const matched = (data.records || []).find(item => {
+            const no = String(
+              item.preSettlementNo || item.formalSettlementNo || item.settlementNo || ''
+            ).trim();
+            return no === settlementNo;
+          });
+          id = matched?.id;
+        } catch (error) {
+          this.$message.error('结算单详情加载失败');
+          return;
+        }
+      }
+      if (!id) {
+        this.$message.warning(isPre ? '未找到对应的预结算单' : '未找到对应的正式结算单');
+        return;
+      }
+      this.$router.push({
+        path: isPre ? '/settlement/pre-settlement/form' : '/settlement/formal-settlement/form',
+        query: {
+          mode: 'view',
+          id,
+          name: isPre ? '查看预结算' : '查看正式结算',
+        },
+      });
+    },
     async selectContract(row) {
       this.referenceRows = [];
       this.form.invoices = [];
@@ -2109,14 +2324,17 @@ export default {
         contractNo: row.contractNo,
         contractName: row.contractName,
         payerName: row.payerName || row.partyA || '',
-        payeeName: row.payeeName || row.partyB || '',
+        payeeName: '',
         settlementAmount: 0,
         payableAmount: 0,
         appliedAmount: 0,
-        billType: '',
+        billType: row.settlementMode || '',
       });
       this.referenceVisible = false;
-      await Promise.all([this.loadReceiptAccountOptions(), this.loadAttachmentRuleData([])]);
+      await Promise.all([
+        this.fillBillTypeFromContract(row.id, true),
+        this.loadAttachmentRuleData([]),
+      ]);
       if (this.billPayment) this.loadBillOptions();
     },
     async selectFormal(row) {
@@ -2149,9 +2367,9 @@ export default {
         contractName: row.contractName,
         settlementAmount,
         payableAmount,
-        billType: '正式结算单',
+        billType: '',
         payerName: row.payerName,
-        payeeName: row.payeeName,
+        payeeName: '',
       });
       this.referenceVisible = false;
       this.refreshReferenceValidation();
@@ -2162,7 +2380,7 @@ export default {
       );
       this.paymentRecords = [];
       await Promise.all([
-        this.loadReceiptAccountOptions(),
+        this.fillBillTypeFromContract(row.contractId, true),
         this.loadAttachmentRuleData(detail?.id ? [detail] : []),
       ]);
       if (this.billPayment) this.loadBillOptions();
@@ -2180,28 +2398,33 @@ export default {
       }
       const validRows = rows.filter(row => this.isValidReferenceId(row.id));
       const details = await Promise.all(validRows.map(row => formalApi.getDetail(row.id)));
-      this.applyTransferredFormalSettlements(
+      await this.applyTransferredFormalSettlements(
         details.map((response, index) => ({ ...validRows[index], ...this.unwrapData(response) }))
       );
       this.referenceVisible = false;
     },
     async selectPre(row) {
       const validReferenceId = this.isValidReferenceId(row.id);
+      // 尾款付款选择预结算时保留尾款付款类型
+      const paymentType =
+        this.form.paymentType === 'settlement_payment' ? 'settlement_payment' : 'progress_advance';
       const [amountResponse, detailResponse] = await Promise.all([
         validReferenceId
-          ? api.getReferenceAmount('progress_advance', row.id, this.form.id)
+          ? api.getReferenceAmount(paymentType, row.id, this.form.id)
           : Promise.resolve(null),
         validReferenceId ? preApi.getDetail(row.id) : Promise.resolve(null),
       ]);
       const amount = this.unwrapData(amountResponse) || {};
       const settlementAmount = Number(amount.settlementAmount ?? row.settlementAmount ?? 0);
       const payableAmount = Number(amount.payableAmount ?? 0);
-      this.referenceRows = [this.createReferenceRow({ ...row, settlementAmount, payableAmount })];
+      this.referenceRows = [
+        this.createReferenceRow({ ...row, settlementAmount, payableAmount, referenceType: 'pre' }),
+      ];
       this.form.invoices = [];
       this.paymentRecords = [];
       this.clearReceiptAccount();
       Object.assign(this.form, {
-        paymentType: 'progress_advance',
+        paymentType,
         preSettlementId: row.id,
         preSettlementIds: [row.id],
         settlementId: null,
@@ -2217,15 +2440,15 @@ export default {
         contractName: row.contractName,
         settlementAmount,
         payableAmount,
-        billType: '预结算单',
+        billType: '',
         payerName: row.payerName,
-        payeeName: row.payeeName,
+        payeeName: '',
       });
       this.referenceVisible = false;
       this.refreshReferenceValidation();
       const detail = this.unwrapData(detailResponse);
       await Promise.all([
-        this.loadReceiptAccountOptions(),
+        this.fillBillTypeFromContract(row.contractId, true),
         this.loadAttachmentRuleData(detail?.id ? [detail] : []),
       ]);
       if (this.billPayment) this.loadBillOptions();
@@ -2239,7 +2462,7 @@ export default {
       }
       const validRows = rows.filter(row => this.isValidReferenceId(row.id));
       const details = await Promise.all(validRows.map(row => preApi.getDetail(row.id)));
-      this.applyTransferredPreSettlements(
+      await this.applyTransferredPreSettlements(
         details.map((response, index) => ({ ...validRows[index], ...this.unwrapData(response) }))
       );
       this.referenceVisible = false;
@@ -2384,13 +2607,13 @@ export default {
               })),
       };
     },
-    async saveDraft(validateMaterials = false) {
+    async saveDraft(options = {}) {
+      const showSuccess = options.showSuccess !== false;
       await this.$refs.formRef.validate();
       if (this.form.paymentType === 'project_advance' && !this.form.projectId) {
         this.$message.warning('请选择所属项目');
         return false;
       }
-      if (validateMaterials) this.notifyMissingAttachments();
       try {
         this.validateInvoices();
         this.validatePaymentRecords();
@@ -2400,11 +2623,14 @@ export default {
       }
       const data = this.unwrapData(await api.save(this.payload()));
       this.form.id = data;
-      this.$message.success('保存成功');
+      if (showSuccess) {
+        this.$message.success('保存成功');
+      }
       return true;
     },
     async submitForm() {
-      const saved = await this.saveDraft(true);
+      // 提交前静默保存，避免同时弹出「保存成功」与材料缺失 toast
+      const saved = await this.saveDraft({ showSuccess: false });
       if (!saved) return;
       await api.submit({ id: this.form.id });
       await submitMkApprovalFlow({
@@ -2418,10 +2644,12 @@ export default {
     },
     goBack() {
       removeSettlementTransfer(this.$route.query.transferToken);
+      this.$router.$avueRouter?.closeTag?.();
       this.$router.push('/payment/payment-application');
     },
     formatMoney(value) {
-      return Number(value || 0).toFixed(2);
+      const amount = Number(value);
+      return Number.isFinite(amount) ? amount.toFixed(2) : '0.00';
     },
   },
 };
@@ -2431,6 +2659,21 @@ export default {
 .payment-form-page__form {
   padding-bottom: 72px;
 }
+.payment-form-page__settlement-nos {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex-wrap: wrap;
+  width: 100%;
+  min-height: 32px;
+}
+.payment-form-page__settlement-nos :deep(.el-input) {
+  flex: 1;
+  min-width: 120px;
+}
+.payment-form-page__settlement-select-btn {
+  flex-shrink: 0;
+}
 .payment-form-page__reference-search {
   padding: 12px 12px 4px;
   margin-bottom: 8px;
diff --git a/src/views/payment/payment-application.vue b/src/views/payment/payment-application.vue
index c18379f..3013b4e 100644
--- a/src/views/payment/payment-application.vue
+++ b/src/views/payment/payment-application.vue
@@ -326,7 +326,7 @@ export default {
     openProjectAdvance() {
       this.$router.push({
         path: '/payment/payment-application/form',
-        query: { mode: 'add', paymentType: 'project_advance' },
+        query: { mode: 'add', paymentType: 'progress_advance' },
       });
     },
     openEdit(row) {
diff --git a/src/views/settlement/components/pre-settlement-editor.vue b/src/views/settlement/components/pre-settlement-editor.vue
index 9977172..9c7cb11 100644
--- a/src/views/settlement/components/pre-settlement-editor.vue
+++ b/src/views/settlement/components/pre-settlement-editor.vue
@@ -66,6 +66,9 @@
                 <span v-else-if="field.prop === 'settlementType'" class="form-readonly">
                   {{ settlementTypeName }}
                 </span>
+                <span v-else-if="field.prop === 'preSettlementNo'" class="form-readonly">
+                  {{ form.preSettlementNo || (!form.id ? '系统自动生成' : '-') }}
+                </span>
                 <span v-else-if="field.prop === 'createTime'" class="form-readonly">
                   {{ formatCreateDate(form.createTime) }}
                 </span>
diff --git a/src/views/settlement/pre-settlement.vue b/src/views/settlement/pre-settlement.vue
index 56d0d6a..f393a14 100644
--- a/src/views/settlement/pre-settlement.vue
+++ b/src/views/settlement/pre-settlement.vue
@@ -497,6 +497,7 @@ export default {
         path: '/payment/payment-application/form',
         query: {
           mode: 'add',
+          paymentType: 'progress_advance',
           transferToken,
           preSettlementIds: sourcePreSettlements
             .map(row => row.preSettlementId)
diff --git a/src/views/settlement/receivable-payable-detail.vue b/src/views/settlement/receivable-payable-detail.vue
index 0c5b977..c33c5c0 100644
--- a/src/views/settlement/receivable-payable-detail.vue
+++ b/src/views/settlement/receivable-payable-detail.vue
@@ -1198,10 +1198,24 @@ export default {
     await this.loadTable();
     await this.openRouteDetail();
   },
+  // 标签切走（keep-alive 缓存）或销毁时，收起 teleport/append-to-body 弹层，避免残留盖住其它页面
+  deactivated() {
+    this.closeInnerDialogs();
+  },
   beforeUnmount() {
-    this.clearAdjustCalculations();
+    this.closeInnerDialogs();
   },
   methods: {
+    closeInnerDialogs() {
+      this.closeDetailPanel();
+      this.closeAdjustPanel();
+      this.changeRecordsDialog.visible = false;
+      this.updateFeeDialog.visible = false;
+      this.transferDialog.visible = false;
+      this.generateDialog.visible = false;
+      this.previewDialog.visible = false;
+      this.generateContractDialog.visible = false;
+    },
     contractCategoryName(value) {
       return (
         this.contractCategoryOptions.find(item => String(item.value) === String(value))?.label ||
diff --git a/需求卡/运单管理需求卡.md b/需求卡/运单管理需求卡.md
index 5a1ad05..2c035f9 100644
--- a/需求卡/运单管理需求卡.md
+++ b/需求卡/运单管理需求卡.md
@@ -570,19 +570,22 @@
 
 - 功能点：
   - 任意状态的运单均支持复制。
-  - 复制后生成新的草稿运单，运单号重新生成。
-  - 复制时保留运单基础信息、货物信息、承运信息和过程配置相关信息，状态与过程记录重新初始化。
-  - 复制成功后跳转编辑页面。
+  - 复制后运单号重新生成，业务状态与原运单保持一致。
+  - 复制时保留运单基础信息、货物信息、承运信息和过程配置相关信息；过程打卡记录重新初始化。
+  - 若原运单为已完成，复制保存后按合同系统计费规则自动生成对应应收、应付明细。
+  - 复制成功后跳转编辑页面（独立表单模式）或刷新列表（弹窗模式）。
 
 - 异常与边界：
   - 原运单不存在时提示数据不存在。
   - 复制后名称、编号或关联字段触发唯一性校验时应重新处理。
   - 复制失败时不影响原运单数据。
+  - 合同未开启系统计费、无匹配计费方案或自有运输等场景下，按既有规则跳过对应应收/应付生成。
 
 - 反例：
   - 不允许复制后沿用原运单号。
-  - 不允许复制后直接生成进行中或已完成状态。
+  - 不允许复制后状态与原运单不一致。
   - 不允许复制后保留原过程节点完成记录。
+  - 不允许已完成运单复制成功后遗漏按规则应生成的应收应付明细。
 
 ---