New and changed user rights

101220 Contacts – View XML document import

101230 Contacts – Modification of XML document import

350120 Projects – save project as file attachment

352000 Projects – View field info

1001400 System functions – configuration logistics GLS

 

New placeholders

New placeholder type RTF-script for output of RTF texts (formatted texts), that were build by scripts

 

ItemStockPostingButton – current positions stock posting, colored by booking status, changeable with double click

CustomerB2BAddress – Customer B2B address (of the dealer’s end customer)

 

Placeholder for the separate presentation of labor costs on invoices to private persons for the deduction of craftsman services in the tax return.

• NetLabor- All net values of the positions that are identified as labor costs / work performance are summarized.
• GrossLabor – All gross values of the positions that are identified as labor costs / work performance are summarized.
• NetMaterial – All net values of the positions that are identified as material costs are summarized.
• GrossMaterial – All gross values of the positions that are identified as material costs are summarized.

See Identification of labor and material costs in the program settings and in the article details.

 

New part lists functions

Conf_Help(string sHelp_Url)
Extensions of the Conf commands (Conf, Conf_Checkbox, Conf_Integer, Conf_Number, Conf_Dropdown, Conf_Combobox, Conf_Text, Conf_Title, Conf_Section) with the optional parameter Help_Url.

When pressing function key F1 in the part list the stored web URL will be opened.

 

Checking several VarNotNull variables separated by semicolons in measurement sheets

Measurement sheet command ‘<ProveArea VarNotNull=”…”>’

Measurement sheet command ‘distinct’ ignores upper case lower case

 

New script events and APIs

Module Others, Script AfterOpen – The script will be executed for all windows when opening.

Module Web, Skript B2BResetPassword – Script for implementation of the password reset button on the B2B Login webpage

Module Texttemplates, Skript GetWatermark – The script is called when printing or file saving a project document and inserts a background image into the document.

 

New Modules

Module	Beschreibung	Documentation
Logistics	Connection to delivery services for the calculation of delivery costs and for electronic transmission and tracking of delivery data	Logistics
Calendar synchronisation	Synchronisation of the ingenious calendar with Microsoft Exchange	Calendar synchronization
Generic order import	Import of customers order data for automatic project creation	XML document import settings

 

Bigger functional extensions

Function	Documentation
Supplier information in the contact details	Supplier information
Global company holidays	Company holidays
Creation of an order filling purchase order out of an order / contract	Commission order
Automatic watermark on project documents	Watermark

 

Bigger functional extensions in the web modules

Function	Documentation
Multi items in the WEB module for the sales rep access	Sales rep access
Multi items in the B2B module for the dealer access	Dealer ordering system
Single view, label print and quick login in the PPS	Workstation configuration / Paperless production Webpages
Logistics in the PPS	On request

 

Several smaller extensions

 

• Changes to the archiving when advancing projects to query the archiving flag in an advancing script
• Print report printer dialog without selection dialog
• Inventory documents also contain the fields required to overwrite the individual article texts
• Report supplier sales
• Projects mailing CC and BCC to multiple email addresses
• Recalculate projects according to positions
• Save and restore the cursor position after position RTFText update in the project document
• Global setting Handling BOM variable.m -> Globals.bVarM_WoJumM (with / without multiplication with jum.m)
• Send Outlook Mails immediately
• Connection to SEPA print report
• Global switch -> Load file attachments without checking the ID_Guid_Mapping table (speed) -> Globals.bFileAttachementWoOldGuidMap
• Date settings for batch payments are saved within the session
• Shortcut to open batch payments: Ctrl + Z
• Shortcut to start printing from the preview window of the measurement sheets: Ctrl + P
• Revision Sepa
• ABC customer analysis + sales statistics: pushbutton added, restrict selection of representatives to active ones
• Capacity planning, disposition view: sorting table enables, push button added
• Enter position number for multi items
• Entry of the posting amount as a placeholder in orders (ItemStockPostingButton)
• Warehouse monitor in the project detail: Saving the settings (column visibility, width and order), alignment when printing generally portrait
• Extension of variant template: checkbox Show all variables (for pre-setting invisible variables)
• Preview window measurement sheet: Mail button
• Mailing reminders
• New accounting export placeholder for document commission
• Category field for documents and notes
• Project Detail Ribbon Button – save project as PDF file attachment
• Show article statistics as CRM report at the customer
• Projects placeholder field info (user right 352000)
• Program settings – SMTP Testmail button
• Save before printing in program settings (without, demand, automatically)
• Sepa export – discount always dependent on checkbox and not on date
• Locking the F3 key for inserting text in locked documents
• Final costing items
• Relative contribution margin added to project sidebar
• Capacity planning / user qualification
• Documents and notes subject with no character restrictions
• Show multi item window in the middle of the screen
• Program settings option: insert free text (F3) in locked templates
• Form objects “Edit special price” published -> manipulated by script
• Global switch Globals.bUsePurchaseOrderProposalInSalesDocuments
• History link order <-> purchase order
• Extension of parts list logic [[‘= _help_url’ | ‘= help url {var}’ | ‘Conf_Help (“…”)’]]
• Automatic sorting of PPS data records on the 1st web call
• Change of the partlists error message if an article was not found, output of the initial formula
• Scripts Button – Recompile partlists
• CRM information without receipts overview -> more detailed under supplier information
• Display of filter scripts in the times scheduler view
• Edit text template table column width by numerical input
• Import / export of text templates folders

 

Several smaller extensions in the web modules

 

• Color B2B positions yellow when sorting positions
• B2B address as a supervisor
  • Separate B2B logins can be stored for each additional address in the contacts. It can be determined whether the user can place orders and / or is a supervisor.
  • Supervisor can get additional rights. For example, see all project documents of the customer contact, instead of only his own or may edit the settings. The exact form depends on the web templates.
• Reset B2B password
• Save B2B login in the project
• Additional article fields for the barcode scanner
• Only for output on the scanner: warehouse management, unit, order proposal (pieces, X, Y Z), open order quantity, open reservations, warehouse, date of the last inventory
• Output on the scanner + Can be overwritten when scanning: minimum stock, delivery time, individual text 1 – 5
• Barcode scanner cancel button
• PPS – Memo function for documenting the scans built in
• WEB – input field for note titles
• B2B – Additional parameter deep link for direct linking of an anchor on the start page after login
• PPS extension (show user fields in table)
• PPS values ​​can be overwritten manually
• PPS – user assignment (from capacity planning settings)
• PPS – Alert message
• PPS – column placeholder eval (…) with parts list calculation
• PPS – automatic refresh of the daily schedule display
• Execution of the client startup script in the web printing process
• Delete the PPS button wagon assignment
• Boolean field to exclude orders from the PPS (despite the set date and storage reservation / booking, no creation of PPS data records)
• PPS – Alert message per workstation
• Use PPS setting partlist header
• Multiple areas selection in PPS detail