New and changed user rights

300600 – Projects – View complaints

300700 – Projects – New complaints creation

300800 – Projects – Modification of complaints

300900 – Projects – Delete complaints

301000 – Projects – Complaints finalisation

301100 – Projects – Undo complaint finalisation

310600 – Projects – View redemptions

310700 – Projects – New redemptions creation

310800 – Projects – Modification of redemptions

310900 – Projects – Delete redemptions

311000 – Projects – Redemptions finalisation

311010 – Projects – Undo redemption finalisation

320600 – Projects – View redemption notes

320700 – Projects – New redemption notes creation

320800 – Projects – Modification of redemption notes

320900 – Projects – Delete redemption notes

321000 – Projects – Redemption notes finalisation

321100 – Projects – Undo redemption note finalisation

800400 – Tasks – Show all tasks

870100 – Webinterface – WEB Login

870200 – Webinterface – BCS Login

870300 – Webinterface – PPS Login

 

New placeholders

Item_Complaint_Reason – Reason for the complaint

Item_Complaint_Description – Description of the complaint

Item_Complaint_Analysis – Analysis of the complaint

Item_Complaint_Analysis_Description – Analysis description of the complaint

Item_Complaint_Causer – Causer of the complaint

Item_Complaint_Solution – Solution of the complaint

Item_Complaint_Responsible_Intern – internal person responsible for this complaint

Item_Complaint_Responsible_Extern – external person responsible for this complaint

ItemIndex – Item position index (counter for price positions – does not count texts / headings / sums)

ItemCalculatedNet – Calculated Sales Price

ItemRebateSP% – Discount %  for Item rebate or customer special price % if customer special price is stored in % (value from customer special prices)

ItemRebateSP%% – Discount %  for Item rebate or customer special price % if customer special price is stored in % (value from customer special prices; with extra percentage sign)

ItemCountryOfOrigin – Country of origin of the item position

ItemCustomTariffNumber – Custom tariff number of the item position

Complaint_Reason – Reason for the complaint

Complaint_Description – Description of the complaint

Complaint_Analysis – Analysis of the complaint

Complaint_Analysis_Description – Analysis description of the complaint

Complaint_Causer – Causer of the complaint

Complaint_Solution – Solution of the complaint

Complaint_Responsible_Intern – internal person responsible for this complaint

Complaint_Responsible_Extern – external person responsible for this complaint

AdvancePayment_Amount – Amount of the payment made in advance

AdvancePayment_Date – Date of the payment made in advance

AdvancePayment_RestAmount – Remaining amount after the payment made in advance

 

New partlist functions

New partlist commands SetVisible and GetVisible to show and hide checklist entries

Measurement sheet placeholder {repeatcount}, shows a counter in copy blocks

New variable for BOM items .matchcode

asin(x) – returns the angle whose sine is the specified number

acos(x) – returns the angle whose cosine is the given number

 

New script events and APIs

New script event BeforeSavePPSItem – the script can be used to manipulate PPS data records when they are created (usually when saving a booked order) and thus to save additional data for later display.

 

New modules

Module	Description	Documentation
Complaint module	Functions for mapping complaints in the project workflow	Complaint process
Tour planning	Module for planning delivery tours	The trip planning module, Trip configuration, Vehicle management, Resources
Interfaces to Map&Guide Desktop & Remote	Transfer of delivery tours to Map&Guide for fine optimization	in progress
Ingenious Restarter	Restart tool for unattended clients (scheduler, web print client)	Ingenious Restarter

 

Bigger functional extensions

Function	Dokumentation
Categories for notes, documents and file attachments	E.g. Contacts: Document and notes of contact, Contacts file attachments
Show linked file attachments	E.g. Contacts: Contacts file attachments
Print / send project doumnets and attach them as files at the same time	Miscellaneous project details, Projects
Detailes project views depending on the project type	Detail views
Display print reports depending on the project document type	Print reports
Definition of project documents for reservation and inventory booking, automatic inventory booking	Stock movements
Additional options for sidebars: Sidebars for project positions, script conditions, block assignment for user fields, positioning of the sidebar blocks	Selection lists
Attach print reports as file attachments at the same time as printing	Print reports
Minimum price calculation for items	Prices
Exclusion of individual articles from the special price calculation	Prices, Special prices
New placeholder type for free texts	Project templates

 

Various minor extensions / adjustments

• Setting the network protocol
• Copy project times commission
• Bind projects stock booking to execution date
• Warning and cancellation when booking items, that are not in stock, can be set differently – depending on whether reservation or stock booking
• Copy items for partial invoices
• Export multiple project documents as PDF at once
• ABC analysis and sales list: show negative sales, even f zero sales is hidden + take into account previous year’s sales in the filter
• Global flag for overwriting the standard rounding in measurment sheets Globals.iMeasurementRounding (default: 2)
• Rounding for cutting optimization (3 digits for inches)
• Improvement of the color scheme when entering partlists
• PPS Standard Projects – Display print reports as PDF
• Contact matchcode in BOM calculation
• PPS stations sort indes field for sorting the stations in the project detail view
• When saving cotacts, check whether the B2B login is already being used in another contact or address
• PPS list; new button for creating daily plans after setting up a station (otherwise the PPS data will be generated successively when projects are saved)
• Additional article fields for custom tariff number and country of origin
• Optimization of adding multiple items to a project at once
• Hide articles with only zero values in article statistics
• Display of open amounts and an overpayments in the receipts of the receipt entry module
• Transfer the prices of order-filled articles from the purchase order to the (sales) order confirmation
• Easier entry of the IBAN in the contact

Various minor extensions in the web modules

• Archive B2B/WEB offers
• B2B price calculation based on the list price
• multilingual partlists in the WEB
• Splitting of web user rights from 870000 to 870100 (WEB), 870200 (BCS), 870200 (PPS)
• Check whether login is still valid when calling up most websites in PPS / WEB / B2B. Log out automatically if user rights have been withdrawn in the meantime.