Extensions 2022-2023

New and changed user rights

101800 – Contacts – View OpenTrans export settings

101810 – Contacts – Modify OpenTrans export settings

101820 – Contacts – View OpenTrans import settings

101830 – Contacts – Modify OpenTrans import settings

311320 – Produktion – Modify partially or fully produced project items (when using the PPS)

950000 – Trip planning – Module Access

950100 – Trip planning- Configure vehicles and trips

950200 – Trip planning- modify, sort, import and export project list

 

New placeholders

OrderNumber – Dokumentennummer einer Bestellung (Status 51) ausgegeben in einem Wareneingangsdokument (Status 52)

PrjSurcharge% – Percentage surcharge at project level

Surcharge% – Percentage surcharge for an item position

Surcharge – Surcharge for an item position

SurchargeGroup – Surcharge group for an item position

 

New partlist functions

Command in c# part list Command in compatibility part list (Measurement) Function
SetForeColorText
Ex.: SetForeColorText(„x“, „blue“)
FORECOLOR2
Bsp.: ?x;FORECOLOR2=blue
Sets the font color of the right column of the field in the configurator
Ex.: sets the font color of the right column for x to blue
SetBackColorText
SetBackColorText(„y“, „yellow“)
BACKCOLOR2
Bsp.: ?y;BACKCOLOR2=yellow
Sets the background color of the right column of the field in the configurator
Ex.: sets the background color of the right column for y to yellow
SetFontSize(…)
Ex.: SetFontSize(12)
_FONTSIZE
Bsp.: =_FONTSIZE=12
Sets the font size in the configurator
Ex.: sets the font size to 12 pt
SetRowHeight(…)
Ex.: SetRowHeight(30)
_ROWHEIGHT
Bsp.: =_ROWHEIGHT=30
Sets the line height in the configurator e.g.
sets the line height to 30 pt
ItemNo ?ItemNo Predefined variable for the configurator, with which the value is written directly into the corresponding item field Project_item.number
CustomerItemNo ?CustomerItemNo Predefined variable for the configurator, with which the value is written directly into the corresponding item field Project_item.customer_project_item_number
ItemProjectNo ?ItemProjectNo Predefined variable for the configurator, with which the value is written directly into the corresponding item field Project_item.subsidiary_project_number
bLoadItemText n.v. Additional parameter of a variable of the BOM Item method to load the ASCII text into this variable.Label (equivalent to * in the label column in compatibility mode)

 

Extension of the image script command DrawString: style = wrap – creates a line break for texts on overflow

 

New script events and APIs

GetReportAsImage – API that allows reports of type XtraReport to be output as an image

OpenTransOrderImportBeforeSave – script is executed after the OpentTrans order import and just before saving the project to the database.

OpenTransBeforeExport – Script is executed for each XML node during export. This makes it possible to overwrite individual export values.

 

New modules

Module Description Documentation
OpenTrans Auftrags-Import (Modul-Lizenz erforderlich) Import of order data in XML format according to OpenTrans specification Settings openTrans order import
OpenTrans Bestellungen-Export (Modul-Lizenz erforderlich) Export of purchase order data in XML format according to OpenTrans specification Settings openTRANS purchase order export
Reklamationsprozess im Web (Modul-Lizenz erforderlich) Creation of complaints and service requests from an order via the WEB or B2B Sales rep accessDealer ordering system

 

Bigger functional extensions

Function Documentation
Write back purchase prices from type 52 receipts to type 51 purchase orders Purchase orders with partial delivery
Inflation surcharges Surcharges
Evaluate formulas in the parts list input field Configurator checklist
Extension of the Send-Mail window for selecting the file attachments linked to the project and attaching multiple files to the mail. Create a new project
additional address types (additional addresses) Additional addresses and trips
Combine several orders into one receipt document Combine purchase orders

 

Various extensions / adjustments

  • New columns purchase price and PP waste in the price info and project price info
  • New item field Part list name
  • Display ASCII text in Rearrange items window
  • Additional columns in the stock monitor: Calculated purchase price and In Part list
  • Adjustment of collective payment (discount handling), Globals.Globals.bCalcOpenPayments_FullyPaid -> calculation of open amounts can be changed
  • “Fix special prices” position checkbox: if the price changes, the % discount is retained and the list price is adjusted accordingly
  • In the project history, the direct predecessor and successor are marked with small arrows
  • Script columns in item stock monitor + save column settings
  • Extension of reminder fee calculation settings
  • Automatically remove invoices that are collected by direct debit from the dunning run
  • Line and cell formatting via script in the tour list
  • Adding modification and creation dates in the text templates module
  • Button to copy the IBAN of a contact record
  • Trip planning settings for deleting tours after a certain number of days
  • Projects stock list new column free stock
  • Refresh status icons in Trip planning
  • Public holidays are also included when checking non-working days (capacity planning).
  • Tour planning: setting the start time of the delivery for Map & Guide internet and desktop, importing the delivery time: display in the project
  • Easier selection of user fields on project templates
  • Storage of part list variables with a negative number of part list items
  • Perform order picking for a supplier in the inventory posting view of projects
  • TAPI phone number list extended by additional addresses
  • Remember the zoom of a project preview for each user
  • Update Sepa plugin
  • The image script placeholder can now include scaling formatting (10%), allowing larger images to be displayed in projects with higher image quality

 

 

Various extensions in the web modules

  • Define PPS stations as child stations and link them to other stations (no own data)
  • PPS view in the project now also available as a list view
  • Identifying PPS items using part list name parts (*box*)
  • Display of print reports in the PPS (projects print reports)
  • Viewing print reports in PPS (PPS print reports)
  • Checking user rights on the WEB (open/edit contacts, open/edit projects)
  • Projects that have already been worked on must be booked or reserved when saving (program settings PPS)
  • Display of PPS memo columns and saving of PPS list changes in the projects PPS view
  • When editing parts lists that have already been produced, ask whether new PPS data records should be completed (program setting + selection window)
  • PPS cutting optimization over several days
  • Print combined print reports in PPS

 

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