New and changed user rights

101760 – Contacts – Reassign linked emails

350550 – Projects – View commissions

851000 – Project time recording – Viewing of file attachments

851100 – Project time recording – Modification of file attachments

880000 – Rental Products – Module Access

 

New placeholders

InAddrContactPerson – contact person for the invoice

DelAddrContactPerson – contact person for the object address

PrintRental_Description – Description of Rental article with the following parameters in the formatting text: “Article matchcode”; “Description text”; “Line break”, e.g. Video1; borrowed videos; CR

PrintRental_Quantity – Current customer inventory of rental articles with the following parameters in the formatting text: “Articel matchcode”; “Line break”, for example: Video1; CR

ItemStockPostingQtyButton – current position stock booking in pieces, colored accoring to booking status, can be changed by double-clicking

ItemUnitPP – Unit purchase price

CustomerItemNo – different customer position number

Page_NetTotal – Net total of the positions on the current page

Page_GrossTotal – Total of the positions of the current page

Page_SalesTaxTotal – Amount of VAT for the items on the current page (1st + 2nd)

Page_1stSalesTaxTotal – 1st VAT rate for the items on the current page as an amount

Page_2ndSalesTaxTotal – 2nd VAT rate for the items on the current page as an amount

Page_PPTotal – Purchase price amount of the items on the current page

Page_PPGrossFullTotal – Gross purchase price amount of the items on the current page

PageSum_NetTotal – Net total of the positions up to the current page

PageSum_GrossTotal – Total of the positions up to the current page

PageSum_SalesTaxTotal – Amount of VAT for the items up to the current page (1st + 2nd)

PageSum_1stSalesTaxTotal – 1st VAT rate for the items up to the current page as an amount

PageSum_2ndSalesTaxTotal – 2nd VAT rate for the items up to the current page as an amount

PageSum_PPTotal – Purchase price amount of the items up to the current page

PageSum_PPGrossFullTotal – Gross purchase price amount of the items up to the current page

PrefPage_NetTotal – Net total of the positions on the previous page

PrefPage_GrossTotal – Total of the positions of the previous page

PrefPage_SalesTaxTotal – Amount of VAT for the items on the previous page (1st + 2nd)

PrefPage_1stSalesTaxTotal – 1st VAT rate for the items on the previous page as an amount

PrefPage_2ndSalesTaxTotal – 2nd VAT rate for the items on the previous page as an amount

PrefPage_PPTotal – Purchase price amount of the items on the previous page

PrefPage_PPGrossFullTotal – Gross purchase price amount of the items on the previous page

PrefPageSum_NetTotal – Net total of the positions up to the previous page

PrefPageSum_GrossTotal – Total of the positions up to the previous page

PrefPageSum_SalesTaxTotal – Amount of VAT for the items up to the previous page (1st + 2nd)

PrefPageSum_1stSalesTaxTotal – 1st VAT rate for the items up to the previous page as an amount

PrefPageSum_2ndSalesTaxTotal – 2nd VAT rate for the items up to the previous page as an amount

PrefPageSum_PPTotal – Purchase price amount of the items up to the previous page

PrefPageSum_PPGrossFullTotal – Gross purchase price amount of the items up to the previous page

 

New part list functions

None

 

New script events and APIs

Miscellaneous – WebStart() – Primarily for setting global variables in B2B/WEB

Projects – ValidatePPSItem(…) – More precise checking when creating PPS entries when saving projects

 

New modules

Module	Description	Documentation
Multi-currency capability	Creation of project documents in different currencies	Currencies
Multilingual articles	Storage of additional article texts in other languages for use in project documents and in the web modules	Multilingual article texts
Rental item administration	Management of rental and return of reusable pallets	Rental product administration
Quickbooks Import	Import interface for Quickbooks (used in the USA)	on demand
Data reorganization	Optimization of the database size by collective archiving and deletion of data records

 

Bigger fuctional extensions

Function	Documentation
User photo / Avatar	The user administration
Translation of part lists, free texts and selection lists	Localization
Page totals / carryover on project documents	Project templates
Handling of the temporary VAT reduction (in Germany)	VAT reduction 2020
Gross representation in final invoices / mixed VAT 19% / 16% (temporary VAT reduction in Germany)	Final invoice
Dutch language selection for the program interface	Login, Miscellaneous user details
Import interface for windows construction software KLAES	Klaes contact import
Interface for Microsoft AX2020	on demand

 

Bigger fuctional extensions in the web modules

Function	Documentation
B2B Word-Export	Dealer ordering system
PPS Dashboard	without

 

Various minor extensions / adjustments

• Total project price entry with discount (depending on the program setting)
• Larger selection of report modules
• Standard font, standard font size
• Access methods for manipulating the special prices via script during price calculation
• Image file attachment preview no longer in the list as a thumbnail (slowly), but only as a larger image below the list when clicking on a line
• Clearer icons for distributing a combined payment
• FIBU-Export Format IBM DF2
• Global settig to use tabs for RTF texts from the template
• Creation of a new project for the Sage 50 accounting 2020 (Peachtree) interface
• The “pagebreak” proberty of the lines in measurement sheets is adopted when positions are inserted
• Quantities can be inverted in the project warehouse view (for mapping production orders)
• Formatting of date placeholders
• Dimensions can be entered in mm (part lists, price information, multiposition, projects sidebar)
• Storage consumption can be displayed negatively in the article storage module
• Stock booking and reservation can be activated by script in other project types than just orders
• Program setting, multi-position tab order changeable from only dimensions to all columns
• Volume article (3-dimensional input)
• Storage of the % value of special prices in positions
• Include VAT reduction in IBM export
• PPS positions search by part lists position name (dropdown – penultimate column in the service positions)
• Input of text control tabs, to be opened via context menu (right click)
• Item group formatting for total lines
• Article stock monitor added additional columns for project dates, saving & restoring the column selection
• Commission added at item level in PropertyGrid (can be overwritten)
• Purchase order sidebar – General – Confirmed Delivery Date (Date 2)
• Article stock monitor additional filtering by booking type
• Item sidebar of sales documents expanded to include actualstock, reserved stock and free stock (for items with activated automatic stockkeeping) (user right 200.150)
• Inventory document extended by columns for product, goods- and segment groups as well as locked articles
• Display of the multi-supplier table even with only one supplier instead of the individual fields for order parameters (can be switched on via the global flag Globals.bAlwaysUseMultiSupplierTable)
• Hide popups when the scheduler is running
• Document templates: Remove ReDo and UnDo
• Additional language setting possible (module rights required)
• Export localization: selection of “all internal texts”
• Open contact address directly after duplicating
• Reservation and storage booking possible in 2 consecutive project states
• Office 365 Outlook web connection
• Copy commissions in project times management
• Bind projects stock booking to execution date
• API command for creating a project time record
• Moving the reminder configuration in the program settings to another tab
• Setting Network Protocol

 

Various smaller extensions in the web modules

• Script execution via button / Javascript in the B2B
• New script WebStart for setting global parameters on the web
• Use part list input templates from contacts in web multi-items
• Scheduler can now be configured as a web print server
• B2B button for deleting an offer from the detailed view
• B2B totals lines
• Addition of B2B flag and B2B gross price to the web model for items