New user rights

New user rights for opening read-only views of the modules contacts, articles, projects, and purchase orders.
New user right 345550 for deleting and modifying already exported payments.

 

New placeholders

{ItemStockPosting} and {ItemStockCalc} for the stock booking in purchasing.
{CustomerNo} and {RepresentativeNo} for the use in project counters.

 

New part list functions 

test(variable;“standard value“) - for checking, if a variable is available. 

 

New modules

Module	Description	Documentation
Capacity planning	Wall chart for contrasting the available capacities and those used in assignments:  moving assignments at overload.	Capacity planning
Commission management	Accounting of representative commissions	in process
Payments	Combined recording and analysis at a central location:  - incoming payments for invoices - outgoing payments for incoming receipts - payments without internal assignments (e.g. cash receipts)	Payments

 

Larger extensions of functions

Function	Documentation
Combine project documents / Create combined invoices	Combine project documents
New Print report type Article statistic	Article statistic
Manual administration of project history	Miscellaneous Project data
New preview view for the insertion of free texts in project documents	Free texts
Presetting of the search fields of the main modules	Search
Datev-export with separate revenue accounts	The Fibu data manager/ finance account report
Extended detail views for the main modules for the fade in of documents, notes, and file attachments on the first detail page.	Detail views
Email import and display at the contact	in process
Transfer of connected data of a contact to another (e.g. file attachments)	contacts data transfer
Parts offer: Conversion of an offer with part list positions in an offer with single pieces of part lists.	in process
Recording of part payments in incoming receipts	Receipt entry payments
Enabling a commission order on project level	in process

 

Various smaller extensions

• Extension of the placeholder available in the measurement sheets to formatting and miscelleanous placeholders.
• Action at project price changes in the program settings is changeable (creation of a rebate position or partial correction of all positions 
• Insertion of a date filter in the SEPA-module
• Adaptation of the calendar view in the time recording: show more information for time entry, new week view
• Combined printing of project documents from the project list view
• Display of the complete project address in the address columns of the projects and list views.
• Multiple row text issue in list views (e.g. for multiple row article texts)
• Global settings for the rounding of article selling prices 
• Termination of the multiple position entry at part list errors
• Global settings for formatting emails in HTML, RTF or Plain Text
• Separate measurement line for purchase
• New script placeholder in measurement sheets
• Project selection at combined reminder print
• Checking double commission when creating a project
• define SP2 use per position  
• New field „district“ for contact address
• repeal if the sign limit of payment terms in projects
• Recording the sorting and filtering settings per individual list view 
• Insertion of hyperlinks in the text documents
• Enabling the insertion of measurements in multi positions via copy&paste
• Insertion of a receipt connection of project positions of incoming receipts
• Logging of breaks in the time recording  
• Additional lot sum for project documents
• Grouping of stock bookings in the article stock monitor per month
• Recording of amounts in incoming receipts gross or net and automatic accounting of each the respective other values  
• New options for the function „change price“ for copying prices among each other
• Changeable sorting of combined print reports and for printing project documents from the list view

 

Extension of the function for copy-pasting positions via Ctrl-shift and Ctrl+V

 

During copying positions from one project to another, the user can decide in which form special positions shall be inserted.

As special positions count the alternative positions and the optional positions.

When copying from one offer to another, the special forms can be maintained, the positions can be converted in "normal" positions or the positions can be omitted.

During copying from one offer to a higher project type, in which alternatives and options are not available, special forms cannot be maintained (this option is not available). The original positions can be converted in "normal" position or can be omitted.