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 access, Dealer 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