New user rights

New user right 200180 for reviewing documents of an item

New user right 200185 for modification of documents of an item

 

New placeholders

{CustomerAddrState} - {KdStaat} - State of the contact's address

{InAddrState} – {RgStaat} - State of the invoice address

{DelAddrState} – {ObjektStaat} - State of the delivery address

{ItemCalculatedNet} – {PosCGP} - Calculated sales price

{ItemConversion} – {PosUmrechnung} - Conversion of the sales price

{ItemPPConversion} – {PosEKUmrechnung} - Conversion of the purchase price

{Logo_B2B} – {Logo_B2B} - B2B contact logo 

 

New part list functions

up (Rounding up to decimal separator)

down (Rounding down to decimal separator)

 

New Script events

BeforeSaveWeb (Saving contacts and projects)

BeforeSavePayment (Saving payments)

AfterDataCollection (Capacity planning – after searching for projects)

OnDispositionDoubleClick (Capacity planning – disposition of projects)

 

New modules

Module	Description	Documentation
B2B and sales rep web module	Enables access for sales reps to contact and project data via web site + Online tool for dealers to calculate and order parts and configured products with customer related prices and own surcharges	B2B and sales rep web module
Peachtree export	Internface to export contact data, invoices and payments from ingenious to peachtree	on request
Quickbooks export	Interface to export contact, item, payment and purchase data and inventory positings (BOM) from ingenious to Quickbooks	on request
Inventory postings by barcodescanner	Execute inventory postings and and in/out bookings with barcodescanner	Inventory postings by barcodescanner

  

Bigger functional extensions

Function	Documentation
Documents and notes in the item module	Documents and notes of the articles
New CRM View for incoming receipts per contact	CRM information
Autologin the ingenious Client that runs the scheduler	Scheduler
Combined payments for projects	Combined payments
Extension of the inventory posts view in projects with order filling items; lines are colored blue	Inventory posting
Displaying priceinfo for part lists in projects	Price info in the projects
Implementation of global settings for scheduler log (max. number, max. age)	Scheduler
Availability of patterns in picture scripts	Stored picture scripts
Read only detail views for locked data sets	The detail views
Templates for customer related special prices for standard adjustment and administration of conditions for customer groups	Special price templates
Copy list views and release to other users	Administration of list views

 

Diverse smaller extensions

• Possibility to enter empty strings in selection lists
• Canadian federal states added tot he CBOs of contacts and additional addresses
• Extension of the task table with new fields solved on and category
• API function for refresh of projects and purchase orders sidebar: Sidebar.RefreshPrjGrid()
• Script Projects AfterCopy can be called with additional parameter Guid (from the original project)
  For downward compatibility: the program first calls the standard script and afterwards the new optional script [public override void AfterCopy(IMdiChild form, DataRow row, Guid gOldProject)]"
• New item placeholders ItemConversion and ItemPPConversion
• Speed optimization project field entry, document refresh and multi item entry
• Display item type attributes independent from the part list developing module licence
• New parameter in the program settings to define the date for displaying order filling items in the purchase order assistant
• New column „current purchase price“ for inventory documents in the inventory module
• Generic supplementary methods Alert and SQL for scripts
• New sortable column „stock“ for inventory documents in the inventory module
• New preselection and checkbox to copy payments when converting a project
• Flag Globals.bStartApplication
• Setting changed at and changed by when changing contact documents
• Providing SEPA export path in the program settings
• New parameter in program settings / detailviews to show project notes below the WYSIWYG preview instead of in the sidebar
• Possibility to hide grid lines in project templates
• New parameter in program settings / projects and reminders to allow or forbit text entry beside fields in the project entry (Globals.iAllowFreeTextInProjects)
• generic PopUp (Tools.PopUps.GenericPopUp)
• Extension of Project sidebar with address field "State" for US and CN addresses
• Export of scripts
• Extension of the dispositon view of capacity planning with last 2 days
• Project search in the cutting optimization for stock posted projects instead of finalized projects
• The size of the areas with the additional information in the detail views of the  main modules (Projects, Purchase orders, Contacts, Items) can be set by the user with movable splitter
• Simpler modification of project history by buttons for adding and deleting
• Simplified installation of local single place installations (LocalDB)
• Modification part list logic – Calculation of picture scripts that don’t use service items also if the checklists creates an OK-End message
• Availability of additional information in picture scripts (Current user, display in checklist yes/no)
• Project-inventory post-grid: With Shift double-click on the matchcode -> Jump to the item; With double-click on the stock-posted amount -> quantity can be overwritten