Eswikiadmin στις 12:25, 14 Ιουλίου 2023

2023-07-14T12:25:24Z

Maintenance script: Imported from text file

2023-07-14T12:24:58Z

Imported from text file

Νέα σελίδα

Entersoft Business Suite®

New features and extensions

'''Contents'''

[[#invoicing-and-financial-administration-1|1. Invoicing and Financial administration [[#invoicing-and-financial-administration-1|4]]]]

[[#miscellaneous|1.1 Miscellaneous [[#miscellaneous|4]]]]

[[#social-insurance-number|Social insurance number [[#social-insurance-number|4]]]]

[[#address-coordinates|Address coordinates [[#address-coordinates|4]]]]

[[#additional-properties|Additional properties [[#additional-properties|4]]]]

[[#new-document|New document [[#new-document|5]]]]

[[#_Toc75970569|2. ERP Update Processes [[#_Toc75970569|5]]]]

[[#new-tab-in-the-item-form|2.1 New tab in the item form [[#new-tab-in-the-item-form|6]]]]

[[#horizontal-functionality|3. Horizontal functionality [[#horizontal-functionality|7]]]]

[[#login-screen|3.1 Login screen [[#login-screen|7]]]]

[[#shortcuts-list|3.2 Shortcuts list [[#shortcuts-list|7]]]]

[[#function-calculate-value-per-scale|3.3 Function: Calculate value per scale [[#function-calculate-value-per-scale|8]]]]

[[#manage-multi-company-data-in-scrollers-with-preview|3.4 Manage multi-company data in Scrollers with preview [[#manage-multi-company-data-in-scrollers-with-preview|8]]]]

'''Brief description of contents'''


== Invoicing and Financial administration ==

* Social Ins. No | Added to the Person and Customer screen

Next up, the new functionalities & improvements catalog is broken down per category, along with use instructions & examples.


= Invoicing and Financial administration =


== Miscellaneous ==


=== Social insurance number ===

Added field '''Social Ins. Number''' on the main Screen of the Person, Customer, and the Quick views of these entities, when person of type Natural is selected.

[[File:ERP-RO01-5.6.0.0-image4.png|249x194px]]

It is now also possible to search a trade account by the Social Ins. No, by enabling the "Trade account search method" parameter in document types.

[[File:ERP-RO01-5.6.0.0-image5.png|442x157px]]


=== Address coordinates ===

When changing the trade account address info, '''''Address 1, ZIP code, Area, District, and City''''', and once the address coordinates have been filled-in, a confirmation message displays now to keep the geographic coordinates. If they are not kept, the new coordinates will be calculated and updated when saving the address, based on the new address info.


=== Additional properties ===

* For properties defined as a '''Multi-select list''', it is now possible to '''Search''' the ones to be selected by typing search text for the desired value, as shown below:

[[File:ERP-RO01-5.6.0.0-image6.png|553x245px]]

<ul>
<li>In the case of decimal-type properties, when the selected field value was 0, no content would be displayed in the field. You can now use the "'''Always visible'''" option, which was added to the Property groups configuration in area '''Additional elements''':
[[File:ERP-RO01-5.6.0.0-image7.png|398x248px]]</li></ul>


=== New document ===

New document type IWC- Transfer intre depozite cu taxe de export was added to the warehouse adjustment documents. This document is used for transferring item quantities that will go through the Transit process. Filling-in the header Folder is required. The items being transferred (imported) with the appropriate branch and storage area are declared in the 1st items page. On the 2nd page, the same items are automatically filled in and on the lines, YOU MUST SPECIFY the branch and storage area FROM which they are being exported. The importing cost, as well as the exporting cost, is recalculated during Valuation/Costing. If a Calendar and account are entered where the article will close, the Accounting will also be updated. The posting should be done AFTER the valuation.


= ERP Update Processes =


== New tab in the item form ==

A new tab has been added in EBS, on the item screen with the name: WMS Info

It depends on whether the Activate Warehouse Management System is enabled (in EBS):

Configuration> Company parameters > Activate Warehouse Management System (WMS) >> TRUE

In addition, 3 reports were added, as well as in WMS, namely:

• WMS stock analysis

• WMS event log

• WMS item actions

Now there’s a more complete picture of the item available, with all the details that the user may need to see. Such as, analysis of WMS stock, the event log and item actions, just like in WMS.

Finally, it is essential that it’s possible to enter a new item (WMS) through EBS using the exact same process, like it was being implemented in WMS.

[[File:ERP-RO01-5.6.0.0-image8.png|539x319px]]


= Horizontal functionality =


== Login screen ==

New login screen.

[[File:ERP-RO01-5.6.0.0-image9.png|480x299px]]

Photo by [https://unsplash.com/%40thanospal?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText Thanos Pal] on [https://unsplash.com/photos/tE4zbMpNGk0?utm_source=unsplash&utm_medium=referral&utm_content=creditCopyText Unsplash]


== Shortcuts list ==

Changes were made to facilitate the use of menu options that open by right-clicking on the shortcut list.

[[File:ERP-RO01-5.6.0.0-image10.png|188x264px]]In detail:

<ul>
<li>Group actions were renamed to Shortcut list actions. This makes it clear to the user that the options in this group concern the whole list.</li>
<li>In Shortcut actions, the transfer to other users is disabled when the user right-clicks a shortcut and enabled when they right-click a group. A single shortcut cannot be transferred.
The options in the Shortcut actions group concern the group or shortcut.</li></ul>


== Function: Calculate value per scale ==

In the function "Calculate value per scale" a restriction was removed that applied on the values received and from data type int32, it now manages data type decimal. The new type includes a wider range of values and the change was made to cover cases of very large numerical data.


== Manage multi-company data in Scrollers with preview ==

It is now possible to manage multi-company data in complex views (scrollers with preview).

More specifically, if multiple companies exist in one installation (and as long as the appropriate MultiCompany=true configuration has been set in the ESClientConnect.xml file), in Scrollers where data from various companies is displayed and a preview of the entity's form is set, the user can now view and modify data from any company.

Caution is needed in case multiple scrollers are used simultaneously, with a preview which is not covered.
[[Category:ERP_User_Guides]]

{{#seo:
|title=ERP-RO01-5.6.0.0
|title_mode=append
|keywords=ERP,CRM,Expert,Retail,Sales Force,Mobile,Cloud,B2B,Entersoft Business Suite,Entersoft Expert,Entersoft CRM,Entersoft WMS,Entersoft Retail,Entersoft Cloud,Entersoft Sales Force for iOS,Entersoft Mobile for Android,Entersoft Medical Representative,Entersoft Field Service,Enterprise Mobility,Entersoft xVan
}}

[[Media:ERP-RO01-5.6.0.0.pdf|PDF Version]]

@@ Γραμμή 2: / Γραμμή 2: @@
 New features and extensions
 '''Brief description of contents'''
@@ Γραμμή 141: / Γραμμή 113: @@
 Caution is needed in case multiple scrollers are used simultaneously, with a preview which is not covered.
-[[Category:ERP_User_Guides]]
+[[Category:ERPRO_Version_Documents|Version Documents]]
 {{#seo:

ERP-RO01-5.6.0.0 - Ιστορικό εκδόσεων

Eswikiadmin στις 12:25, 14 Ιουλίου 2023

Maintenance script: Imported from text file