Essoa στις 17:42, 18 Μαρτίου 2020

2020-03-18T17:42:48Z

Essoa στις 13:54, 10 Μαρτίου 2020

2020-03-10T13:54:14Z

Maintenance script: Entersoft CRM

2020-01-03T17:10:52Z

Entersoft CRM

Νέα σελίδα

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''EXPERT Version 4.10.12.0''

EXPERT Business Suite®

''New features and functionality''

= Summary =

A brief description of major extensions in this version is provided. New functionalities & improvements are thoroughly presented along with the necessary user guidelines and examples.

== Entersoft EXPERT ==

* Important improvements in Declaration 300
* Improvements in Declaration 394
* Improvements in VIES
* Fixed Assets - Idle Depreciations

= Entersoft ERP =

== Financial ==

=== Declaration 300 ===

Several important improvements have been implemented in this version.

<ol style="list-style-type: upper-roman;">
<li>New tax cases 17 & 18 based on the changes announced by ANAF on August 2019. 
The new tax cases are:</li></ol>

{|
! ''17''
! ''Prestări de servicii intracomunitare conform art.278 alin.(8) din Codul fiscal pentru care locul prestării este în România''
|-
| ''18''
| ''Regularizări privind prestări de servicii intracomunitare conform art.278 alin.(8) din Codul fiscal pentru care locul prestării este în România''
|}

<blockquote>The new tax cases provoke alteration on the schema and on the XML file. Hence, all the following tax cases are now shifted accordantly. The process “Calculate VAT data” has been changed in order to take into account the new tax codes; however, before action execution is necessary to take the next configuration actions:

a. Import from ESMasterConfing, the new VAT declaration type '''''D300 - Declaraţie de TVA''''' 
[[File:EXP-RO01-4.10.12.0-image2.png|400x186px]]

b. Set the new type in the relevant company parameter.

[[File:EXP-RO01-4.10.12.0-image3.png|366x39px]]
</blockquote>
{|
| [[File:EXP-RO01-4.10.12.0-image4.png|19x19px|C:\Users\smp\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.IE5\5ERD3D13\MCj04421290000[1].png]]
| We point out that, the previous-created statements remain unchanged. They can be retrieved any time with the old schema.
|}

<ol start="2" style="list-style-type: upper-roman;">
<li>INFORMATION ON NOΝ-EXEXIGIBLE OR NON-REQUIRED VAT. The amounts on this area are now calculated by the process “Calculate VAT data”. However, it is highlighted that the fields are remained editable. 
[[File:EXP-RO01-4.10.12.0-image5.png|545x154px]]</li>
<li>Regularization of deducted tax. Concerning the tax case 32, two impartments have been made.</li></ol>

* Transaction with non-deductible VAT are now presented on the cell 32 instead of cell 30.
* The transactions that are issued on a previous month but are posted on the current month should be presented on the tax cell 32 - Regularization of deducted tax. This functionality is now available by checking the new parameter '''''Regularization of deducted tax'''''. If checked, the process examines the issue date VS the alternative date and if the month of the alternative date is previous than the issued month, then the transaction is posted on the tax cell 32, otherwise the transaction is posted on the standard tax cells. 
[[File:EXP-RO01-4.10.12.0-image6.png|311x155px]]

=== Declaration 394 ===

Several improvements have been implemented in this version.

<ol style="list-style-type: lower-alpha;">
<li>The Self-invoices are now presented on the area “'''''serieFacturi'''''” exclusively. It is highlighted that, 
in the area: Standard transactions, the user may retrieve them by selecting them in the parameter “Document types”. However, they are included in this area only for validation reasons and their values are not presented in any other area. 
[[File:EXP-RO01-4.10.12.0-image7.png|436x84px]]</li>
<li>Transactions in domestic trade accounts with Normal VAT status and VAT Category 0 are now excluded.</li>
<li>Low amounts. The process does not provide information for the low amounts anymore.</li>
<li>judP. The process now retrieves the value from field '''''Alternative description of the table District''''': (''Customization menu: Persons\Addresses data\District\Alternative description''')'''''. 
Notice that values table has been updated accordingly through database upgrading.</li>
<li>Finally, the criterion '''''Trade accounts accounted in Statement''''' has been changed. From this version and on, the default values are: '''''Tax Payers & Non tax payers'''''. 
Usually, the transactions of foreign trade accounts are subject of other statements (e.g. D390), for that reason, the related options of the criterion are not preselected anymore. In addition, we will like to remind that one transaction, per se, may be excluded from the D394, if the field Update SSCS is unchecked.</li></ol>

[[File:EXP-RO01-4.10.12.0-image8.jpeg|253x152px]]

=== Intrastat Returns and VIES ===

It is now possible to separate the submission of a transaction to INTRASTAT and VIES. It serves particularly in cases where the goods are received in one month and invoiced in the following month. Hence, the purchase transaction must be presented in both statements but in different month. The Receipt Note should affect the Intrastat statement and the Invoice should affect the VIES.

[[File:EXP-RO01-4.10.12.0-image9.png|299x135px]]A document type may participate in both; Intrastat Returns & VIES or only to one of them. The behavior is configured by the parameter “Update intra-community reports.

A typical scenario may be as follows:

<ol style="list-style-type: upper-roman;">
<li>The quantitative document types such are (NIR, AEV) must update Intrastat Return.</li>
<li>The value document types such are (FRE, FEM, FDV and so on) must update VIES.</li>
<li>The quantity & value document type must update both statements.</li></ol>

{|
| [[File:EXP-RO01-4.10.12.0-image4.png|19x19px|C:\Users\smp\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.IE5\5ERD3D13\MCj04421290000[1].png]]
| We point out that, in case the above-mentioned behavior is desirable, the document types must be configured as mentioned above before the execution of the process.
|}

=== Reconciliation letters ===

[[File:EXP-RO01-4.10.12.0-image10.png|431x269px]]The Reconciliation letters process, that is available in the scroller “Aging of accounts receivables”, has been improved so to present the unsettled invoices based on the criterion “Reference date”, in accordance to the scroller itself.

=== Exchange Rates Service ===

The exchange rates import process has been improved. The exchange rates are announced by National Bank of Romania at noon for use in the transactions of the following day. Following this rule, from now on, the import process updates the exchange rates that are announced the current date with the following date.

= Fixed Assets =

=== Inactivation of fixed assets ===

The inactivation of a fixed asset is needed when this fixed asset is retired from active use for a specific period. In such cases the fixed asset has to be valuated, however its depreciations may be calculated with another lower coefficient for the inactivation period. The depreciations calculated in the down-time period are included in the TAX depreciations along with the Standard depreciations.

In order to achieve the abovementioned behavior the following actions must be taken.

<ol style="list-style-type: lower-alpha;">
<li>Fixed asset Inactivation. 
The fixed asset may be idle for a period. Two new document types are now available for determine the begging and ending of this period (menu: Fixed assets\Adjusting entries).</li></ol>

[[File:EXP-RO01-4.10.12.0-image14.png|598x151px]]

Note that, the “idle period” starts from the issue date of the document IMF and it ends when a document RMF posts. Moreover, the Direct Depreciations function is available.

[[File:EXP-RO01-4.10.12.0-image15.png|581x295px]]

<ol start="2" style="list-style-type: lower-alpha;">
<li>Depreciation rule. 
In the fixed asset’s depreciation rule, the down-time depreciation rate must be set. 
[[File:EXP-RO01-4.10.12.0-image16.png|553x47px]]</li>
<li>Depreciations. 
Once the fixed asset has been inactivated (through the document type IMF), the process of Fixed Assets Depreciations calculates the depreciations using the down-time depreciation rate, if exists. If there is no such rate, then the process does not calculate depreciations for the specific fixed asset. 
For the posting of Idleness depreciations, the following new document types are now available. 
[[File:EXP-RO01-4.10.12.0-image17.png|574x88px]]</li></ol>

{|
| [[File:EXP-RO01-4.10.12.0-image4.png|19x19px|C:\Users\smp\AppData\Local\Microsoft\Windows\Temporary Internet Files\Content.IE5\5ERD3D13\MCj04421290000[1].png]]
| Once the document type RMF posted, the idle period expires and the fixed asset returns to the standard depreciations
|}

<blockquote>The above-mentioned document types must be defined in the relevant company parameters: [[File:EXP-RO01-4.10.12.0-image18.png|494x62px]]
</blockquote>
<ol start="4" style="list-style-type: lower-alpha;">
<li>Information. 
The BIT Depreciation analysis:[[File:EXP-RO01-4.10.12.0-image19.png|611x221px]]</li></ol>

The view Inactivation:

[[File:EXP-RO01-4.10.12.0-image20.png|524x146px]]

=== Fixed asset trial balance ===

A preview of '''values of reversed acquisition''' and '''depreciations''' in the fixed asset trial balance is useful when selling, destructing fixed assets etc., so that the trial balance balances with the accounting. For this purpose, the '''Value of ''reversed depreciations''''' column has been added. Also, apart from '''Value of reversed depreciations''', the '''Sales value''' column has been added to the transaction analysis (2nd level).

= Reports =

=== Revenue Analysis by Salesperson ===

Apart from the Amount received during period column, the following columns have been added to the available columns on the Revenue Analysis by Salesperson report (menu: Sales / Check results):

* '''Cash/deposits'''
* '''By notes'''

That they show the analysis of received amount in cash and by notes respectively.

=== Sales budget trend ===

You can use this dashboard (menu: Business intelligence \ Budget vs. Actual) to monitor the sales turnover of current year versus budget and previous year’s turnover.

In this context, the following key figures are calculated:

* Turnover current year
* Budget variation
* Budget variation (%)
* Turnover previous year
* Turnover variation ( compared to previous year)
* Turnover variation (%)

The dashboard provides the following objects:

* Bar chart that compares turnover of current year versus budget and turnover of previous year by month
* Bar chart that compares cumulative turnover of current year versus cumulative budget and cumulative turnover of previous year by month
* A table that shows the aforementioned key figures by month
* A table that shows the aforementioned key figures cumulative by month.
* Consolidated indicators up to current month of the aforementioned figures

In order to use this dashboard, the following are needed:

* Fill in the parameters DSB_SALES_PIPELINE_BGSCENARIO, DSB_SALES_PIPELINE_BGSHEETPROFILE

[[File:EXP-RO01-4.10.12.0-image21.png|582x299px]]The selected budget sheet type must use month as season dimension and turnover as key figures

=== Top Customers ===

You can use this dashboard to get insight of top customers on turnover based on a selected dimension. This dashboard can be found at Sales \ Sales statistics & Business intelligence \ Cross-dimensional sales. The dashboard defines the following parameters:

* Period: Current Year (Default)
* Dimension : Business Activity (Default) (Includes company dimensions, customer dimensions, item dimensions)
* Top records : 5 (Default)
* Additional key figure: Sales quantity (Default). Moreover, you may select number of items or number of Transactions

[[File:EXP-RO01-4.10.12.0-image22.png|654x338px]]The dashboards generates a combined chart (Bar: turnover, Line: additional key figure) per selected dimension’s value that shows the top customers.

=== Top Items ===

You can use this dashboard to get insight of top items on turnover based on a selected dimension. This dashboard can be found at Sales \ Sales statistics & Business intelligence \ Cross-dimensional sales. The dashboards defines the following parameters:

* Period: Current Year (Default)
* Dimension : Business Activity (Default) (Includes company dimensions, customer dimensions, item dimensions)
* Top records : 5 (Default)
* Additional key figure: Sales quantity (Default). Moreover, you may select number of customers or number of Transactions

The dashboards generates a combined chard (Bar: turnover, Line: additional key figure) per selected dimension’s value that shows the top customers.

=== Check stock availability ===

Changes to '''stock availability''' have been completed and embedded in this release. These changes affect apart from the reserved stock, the '''frozen stock'''.

Specifically, the change affects the following in the application:

* The '''Check stock availability''' action, available on the document line items.
* The '''Check stock availability''' report (menu: ''Inventory / Review balances'') that has been replaced by the new ''Stock availability analysis'' (ESMMStockItem\View_CompanyItem_Balance)
* The item form, the option '''Availability''' which shows the '''Stock availability''' view (ESFilters\ESMMStockItem\StockItemBalance)
* The item form, the option '''Dimensions / Balances''' which shows the '''Balance by Item Dimension''' view (ESFilters\ESMMStockItem\StockItemBalancePerDimensionContext)
* The Fields property profiles '''ES-1-SALE-STOCKBAL''', '''ES-1-SALE-STOCKBAL-SERVMU,''' and '''ES-3-STOCKBAL''' in the expression that calculates the Available stock, hence, the Frozen Stock is taken into account. To see this change, insert the aforementioned ds property profiles from the customization files of the system.

= Others =

=== Issuance of notes ===

Hereafter, inactive banks are not shown in the drop down list for selecting '''issuing banks''' when registering a note.

=== Copy task from calendar ===

The '''New Task by copy''' feature has been added to the calendar. To use this feature, right-click on the task shown in the calendar and select '''''New by copy''''' on the automations menu.

The feature is available on the following calendars:

* '''Personal'''
* '''Sales'''
* '''Service'''

=== Control policy ===

The '''Run at lines''' field has been transferred to the '''General''' tab in the '''control policy''' form. This made the role of the field clear, i.e. that '''all''' control policies and customizations of this specific entry of the policy affect only the selected line types.
[[Category:EXPERTRO_VERSION|EXPERTRO Version Documents]]

{{#seo:
|title=EXPERTRO Version
|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:EXP-RO01-4.10.12.0_Readme.pdf|Release Document for EXP-RO01-4.10.12.0]]

@@ Γραμμή 1: / Γραμμή 1: @@
 ''EXPERT Version 4.10.12.0''
@@ Γραμμή 6: / Γραμμή 4: @@
 ''New features and functionality''
 = Summary =
@@ Γραμμή 243: / Γραμμή 239: @@
 The '''Run at lines''' field has been transferred to the '''General''' tab in the '''control policy''' form. This made the role of the field clear, i.e. that '''<span class="underline">all</span>''' control policies and customizations of this specific entry of the policy affect <span class="underline">only the selected line types</span>.
-[[Category:EXPERTRO_VERSION|EXPERTRO Version Documents]]
+[[Category:ERPRO_EXPERT_Version_Documents|Version Documents]]
-[[Category:ERPRO1_EXPERT_Version_Documents|Version Documents]]
 {{#seo:

@@ Γραμμή 244: / Γραμμή 244: @@
 The '''Run at lines''' field has been transferred to the '''General''' tab in the '''control policy''' form. This made the role of the field clear, i.e. that '''<span class="underline">all</span>''' control policies and customizations of this specific entry of the policy affect <span class="underline">only the selected line types</span>.
 [[Category:EXPERTRO_VERSION|EXPERTRO Version Documents]]
 {{#seo:

EXP-RO01-4.10.12.0 - Ιστορικό εκδόσεων

Essoa στις 17:42, 18 Μαρτίου 2020

Essoa στις 13:54, 10 Μαρτίου 2020

Maintenance script: Entersoft CRM