Update from December 6, 2017

in FeatureSet 84

New worklist concept

The concept applies to all tables in whose header data worklists can be selected.
All tables > Business object for the list settings
Workplace (star above the menu) > My worklists

Overview of changes

1. structured worklist menu

Under Workplace > My worklists you will now find a structured menu in which all created worklists are sorted. Additional folders can be created, renamed or deleted via the context menu (right mouse button).

2. the system standard as a recommended worklist

There is now a standard view in each table, which you can recognize by the designation "<form name> (recommended)". These lists are fixed and cannot be changed or deleted.

3. your saved worklists

All previously created worklists remain unchanged.

4. the favorites role

The view of a table was previously saved automatically and restored when it was reopened. This functionality is replaced by the worklist concept in that a preferred worklist can be marked as a favorite (click on the star behind the worklist). This favorite view is always loaded when a form is opened.

If no worklist is marked as a favorite, the recommended view is displayed.

5. restoring the last saved table view

We have retained the last automatically saved views of your tables. The status that each of your tables had when you left the system has been converted into a worklist. You can find these worklists in your workspace (click on the star above the menu) > My worklists > User-defined under the name "<form name> (name of computer)" (example: quotation (nb-technik5)). The worklists can of course be renamed afterwards and/or marked as favorites.

6. renaming

In this context, the name of the list filter in the overviews of comments, eCommerce, sales projects, customer projects, projects, time recording and time accounting has been uniformly renamed to work list.

Function extension for free text fields

Sales > Forecast > Quotations, potentials
Accounting > Orders, delivery bills, (recurring) invoices, credit notes
System administration > System > Manage selection lists

A selection list can optionally be defined for the "Free text1" and "Free text2" fields, whose entries can be selected via drop-down for the respective item of the billing document. Manual entry of any text is still possible. You define the entries for the selection lists under Manage selection lists, Billing documents, Document item Free text 1 or 2.

Creating a sample project

Projects > Projects

With the option to duplicate projects, a new project can be created very quickly from predefined sample projects. In addition to the new project addressee, you can also select objects such as comments, tasks or emails to be transferred to the new project.

Dimensions from quotation

Billing > Quotations

From now on, dimension accounts (e.g. cost centers) can be specified when creating a quote. The dimensions are retained when they are transferred to the order or invoice.

More transparency in the contact file

Business object "Comments" for contacts

Add further comments from projects, documents, tasks or emails from this contact in the comment of a contact. To do this, activate the desired documentation levels in the "Additional reference" selection box.

Further changes

General changes

Basic data - Update tax offices and bank sort codes

Global > Master data > Contacts > Manage basic data

A new update is available for tax offices and bank sort codes. Import this via More actions (double arrow top right) > Perform update.

Renaming

Conversion of the filter positions

Tasks, forecast, sales overview, quotations, orders, delivery bills, invoices, credit notes

In the business object of the list overviews, the positions of the filter setting project and contact have been changed. The contact is now filtered first, then projects belonging to the contact can be selected.

Tooltip with reference to missing mandatory fields

All forms

If a form cannot be saved because mandatory fields have not been filled in, the save button (diskette symbol in the top right-hand corner) used to simply remain grey. Now a tooltip above the save button helps you to find the cause.

New multiple filters in projects/sales projects and in contacts

Sales > Sales projects
Contact

Contact us

Scroll using the arrow keys

Contacts, call up entry and navigate to the next entry using the arrow keys

Scrolling between individual table entries using the arrow keys is now possible without restriction from any table row. If several rows have been selected, only these entries are selected. Scrolling is carried out from the current position, taking into account the table sorting carried out, whereby it is also possible to navigate across pages.

Activities

Workflow improvement for comments

All forms

If an object is open or selected, the comment is also automatically created for this contact/project etc.. However, the target object can be changed as required before saving.

Entering comments in system forms

All forms for which a comment can be entered.

Previously, comments could only be entered in an overlay window, which prevented a look-up in other forms. Now the entry mask is opened in a separate tab.

Distribution

Campaign: Security query when calculating campaign entries

Sales > Campaigns

When (re)calculating campaigns, you are now asked whether or not data records that have already been selected should be retained.

Renaming the settings

Global > Master data > Billing
Edit potential and offer settings has been renamed to Edit sales settings

New setting options in sales

Global > Master data > Billing > Edit sales settings

Options for converting the two-stage sales process to a one-stage sales process have been added under Sales settings. By default, all setting options are set to "Use".

• Lead Management "Use" activates the Lead project role

• Lead Management "Do not use" deactivates the Lead project role in the sales project. Lead is then no longer available as a menu item in the menu. Columns belonging to the lead are removed from all tables and overviews.

• Sales potential "Use/Do not use" activates or deactivates the billing document type Potential.

• As-If-Sold "Use/Do not use" corresponds to the previous setting in the business object "Potentials and offers" As-If-Sold consideration ... months. An As-If_Sold consideration did not take place if the field was left blank.

• 2-stage forecast "Use/Do not use" regulates the use of the sales manager forecast in potential and offers (Sales > Forecast> Potentials/Offers; business object Information on potential, "VL correction in forecast").

Sales project and decision date as mandatory fields

Global > Master data > Billing > Edit sales setting

In the "Potentials and quotes" business object, you determine whether the specification of a sales project is mandatory or optional in both sales documents. In the same place, you can specify whether the decision date must be entered.

Billing

Make customer project a mandatory entry

Global > Master data > Billing > Edit billing settings

In the Customer project mandatory entries business project, you can configure whether and in which billing documents a customer project is selected as mandatory.

Deactivate recurring invoices

Billing > Invoices > Recurring invoices

In the Recurrence tab of a recurring invoice, the creation of the invoice can now be completely deactivated. Invoices are then no longer generated. You can also set whether the invoice is created automatically or manually when it is due.

Invoice range for customers and vendors

Number ranges with invoice ranges

Global > Master data > Billing > Edit billing areas
Global > Master data > Accounting > Number ranges (vouchers)

Provided that the invoice ranges are generally activated, an invoice range can be stored for both the customer and the vendor (business object delivery terms). This invoice area is proposed when outgoing invoices are created via the invoice. In order to obtain "speaking names", the number ranges for billing documents and the number range for vouchers can be extended by the invoice range number and the short name. To do this, the number must be defined in the number range format and/or the placeholder invoice range short name must be selected.

Finances

Changeover to Sepa 3.1

Finances > Banks > Direct debits/transfers

Credit transfer and direct debit files have been converted to Sepa 3.1, which all banks have been using since 20.11.2017 in accordance with Annex 3 of the DFÜ Agreement. Please ensure that you also update your payment software (StarMoney, SFirm, etc.) so that the bank can process your payment files.

Attachments

Partial transfer - decoupling the APC amount from the book value

Assets, Call up asset, New entry = Partial transfer posting

Normally, the "APC amount of the transfer" and the "book value of the transfer" are interdependent values. They are calculated accordingly by the system. For fixed assets without depreciation, there may be cases for which this dependency must be removed. The amounts can be entered independently of each other by switching the checkbox "Reference AHK/book value" to Free entry.

Acquisition by transfer is shown accordingly

Assets, Call up asset, New entry = Partial transfer posting

All additions from transfers are now displayed in the corresponding transfer column
(AHK transfer, AfA transfer BW transfer).

Personnel

Organizational chart templates

Personnel > Organizational chart

Two templates for creating an organizational chart are now available under the Edit or select structure link: one template for medium-sized companies and one template for small companies. The templates can be flexibly adapted.

OpenScope

2GO's

Removal of the e-mail limit

The display limit of 50 mails has been lifted in the 2GOs.

REBU2GO

The standard filter "Open" for the display of incoming invoices has been changed to "All".

Data sources

The following columns have been added to the interested party in the sales projects data source:

Prospect Authority, Prospect Authority Points, Prospect BANT Total, Prospect Budget, Prospect Budget Points, Prospect Budget (Amount in Euro), Prospect Identification, Prospect Classification, Prospect Need, Prospect Need Points, Prospect Qualification, Prospect Qualification Points, Prospect Time, Prospect Time Points, Prospect Status (Sales Status).

Web service

Contact export can now be filtered by contact role.

The following filter options have been added to Contact.exportExtendedCsv:
Is company: <filterIsAccount>false</filterIsAccount>
Is debtor: <filterSphereDebitor>true</filterSphereDebitor>
Is creditor: <filterSphereCreditor>true</filterSphereCreditor>
Is user contact: <filterSphereOrganizationUser>true</filterSphereOrganizationUser>

The filters are linked with OR.

The following change is relevant for our customers who are already working with the new version of sales projects.

Sales project receives decision time from potential/offer

Sales > Sales projects

The decision time of a sales project corresponds to the decision time of the associated potential or offer. The "Decision" field in the sales project will therefore be taken from the potential/offer in future. The field content is displayed for information purposes in the project itself.

Mixed Forecast

Sales > Forecast > Total

For the first time, the sales project with all associated potentials and/or offers can be displayed and evaluated in a table. Based on the selected document type, you determine the display method as follows:

If the selection of the document type is limited to the sales documents potential and/or quotation, you will receive the forecast in relation to the current sales document as before. By activating the sales project, the sales probabilities of the associated documents are added together, which you can recognize both by the colour marking in the sub-process column and by the indented document name. As this newly calculated sales probability belongs to the project, it is only displayed for the project, while the columns in the potentials and offers remain empty.