New and changed user rights

101260 – Contacts – view tasks

101270 – Contacts – Modify tasks

201330 – Articles – View tasks

201340 – Articles – Modify tasks

350010 – Projects – Change document number

350050 – Projects – Change document name

350320 – Projects – View tasks

350330 – Projects – Modify tasks

400670 – Purchasing – View tasks

400680 – Purchasing – Modify tasks

800000 – Tasks – Module access

800100 – Tasks – Modify tasks

800200 – Tasks – Delete tasks

800300 – Tasks – Create memos

800400 – Tasks – Show all tasks

800500 – Tasks – View all private tasks

 

New placeholders

Labor costsVAT – amount of VAT on labor services

Material costsVAT – amount of VAT on materials

 

New placeholders in SEPA document texts:

• document number
• Printed on
• cash discount
• discount amount
• Amount
• customer number

 

New script events and APIs

Projects – DigitalInvoiceBeforeExport – Allows the manipulation of individual export fields, e.g. instead of item text -> item text + measurement line + parts list data.

 

Major functional extensions

Function	Documentation
Separate task management module	Task management
Send collective reminders by email	Printing contacts lists
For part complaints, transfer the parts list variables to the type attributes	Complaint process
Include delivery and billing contacts in searches and audits	Contacts
TRIP module – display of delivery routes and signing of delivery notes on the web	Online tour and proof of delivery
Shortcut operation of script buttons in sidebars	Selection lists
Extra tabs for tasks in the detailed views of contacts, articles, projects and orders	e.g. contacts
Preferences for combining projects	Project documents
Receipt import and preview of digital incoming receipts	Read digital invoices
Sending digital outgoing invoices	Send digital invoices

 

Various extensions / adjustments

 

• New button in the contact list – Show projects
• Exclude individual positions from the PPS -> Field that can be inserted into the sidebar
• Program setting: Block surcharge when combining projects
• Exclude individual positions from inventory postings -> Field that can be inserted into the sidebar
• Do not display invalid PPS records in the project detail PPS view
• new contact fields delivery type and delivery conditions (customer/supplier)
• Transfer position group to orders
• Email import via TLS1.2 protocol
• User setting – Task list as start module
• Save list group setting expanded / collapsed
• Delivery and billing contacts as column and search field in the project list
• Jump to address contacts from the project property grid
• Measurement sheet afterprint script only execute if the print or export button is pressed
• Program setting for selecting which documents should be displayed after converting / combining
• Financial accounting export of empty projects without positions
• Combined invoice template
• Tasks can now have a private flag
• Complete tasks in the list views by clicking on the Completed column (without opening the detailed view)
• Deletion of records in grouped lists
• No evaluation of measurement sheet cells marked with locked
• Insert file attachments via copy & paste

 

Various extensions in the Web/PPS modules

 

• Display of the wagons in the projects PPS list
• B2B/WEB – Calling scripts in custom pages
• B2B – Article search outside of a project and creation of an offer with article selection
• PDF report for project selection on the web (instead of just 1 project)
• Adding own PPS graphs in the project via script possible
• Display package information in the projects PPS list

 

Plugin Updates

The current release contains important updates for the included spreadsheet plugin (measurement sheets).

The activation and the associated adjustments will be carried out gradually in consultation with the affected customers.