ERP-RO01-5.0.12.0

Entersoft Business Suite^®

New features and functionalities

= Brief description of contents

Invoicing and Financial administration

• Miscellaneous

CRM

• Entersoft surveys
  • Branching - Define related property/question based on given answer in the property set form
  • Applied Branching - Define related property/question using the repeater
  • Define new category through the property set form

Horizontal functionality

• MIS Navigator | updated and enhanced
• Collaboration | more share features (messages, search results, documentation)
• Collaboration | improvements in message editing (Links & Formatting)
• User | Salespersons & resources Dashboards associated with the user
• User | Manage locked users
• Context information | Customer Scorecard extensions
• Google web services | Infrastructure: Update map coordinates and distance from address
• On-line Support | New Team Viewer version

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

Invoicing and Financial administration

Miscellaneous

Horizontal dimensions

In document lines, in any type of document, horizontal dimensions descriptions have been added as fields available to insert to the grid.

Display transitions

It is possible to select the max number of levels to be displayed, when using the "Show transitions" action, which is available through documents. The max number of levels is set in the new company parameter Max transition chart level, which is available in the “Document management” category.

Stock valuation

The possibility of simultaneously executing valuation by different clients for different companies in the same database is now supported. To date, this feature was not supported, even though it was not prohibited. In case you wish to use this feature, in the \CSConfig\ area, you must create the StockValuation.xml file that will include the ConcurrentRunsEnabled key, as shown below:

<?xml version="1.0" encoding="utf-8" ?>

<configuration>

<settings>

<add key="ConcurrentRunsEnabled" value="1" />

</settings>

</configuration>

Document configuration

• The possibility of creating Voucher entries (ESFIVoucherentry) from voucher lines, in cash transaction documents, has now been enabled. This is not currently used in a product scenario.
• It was possible to disable Auto delete item lines in documents, for example, in the case of null quantity lines. You can enable it by adding the “flag” to the document type flags: NO_AUTO_DEL_LI

CRM

Branching - Related property/question based on given answer

In some cases, the answer to a question may raise another question. For this reason, the feature of relating one question to another based on the answer given is supported. To relate a question to another, you need to select the question you wish from the drop down list in the Related line field. By selecting one question from the list, the Related line field is filled in with the code of the selected question. Also, you need to fill in the List value - relevant line field with the value of list of the related question that the respondent needs to select, so the related question to be shown. To do so, you need to click in the List value - relevant line field and press . The list with the values of the selected question is shown. You can select as many values as you wish.

Example

In the picture above the property/question with the code Q3 is related to the property/question with code Q2 and the property/question with code Q3 will be shown ONLY when the respondent selects the value 1 in the property/question with code Q2.

Respectively, the property/question with the code Q9 is related to the property/question with code Q8 and the property/question with code Q9 will be shown ONLY when the respondent selects the value 1 or 2 or 3 in the property/question with code Q8.

Applied branching - Repeater

Occasionally, you want to get in-depth information about the values of a question when one of them is selected. In this case, you need to create the related question. For this reason, the Generate question based on answer action is supported. This feature is supported only for option & multi-select list types of questions. Firstly, you need to select the question that contains the answers/options based on which the related values will be created. Then, by clicking on the button, a dialog box is shown in which you need to fill in the following:

Field name	Description
Type	Mandatory - The type of the questions that will be created. The default value is text.
	Values
	Text	A field where the respondent can write free text
	Option list	A field where the respondent can choose one value between several options.
	Value in base currency	A field where the respondent can enter a decimal number
	Multi-select list	A field where the respondent can choose multiple values between several options.
	Percentage	A field where the respondent can set a percentage
Additional elements	Optional – This field need to be filled in when the selected type is Option list or Multi-select list.
Category	Mandatory - The category of the question.

Afterwards, you need to click the button and then, a number of questions/properties of the selected type and category are inserted. This number is equal to the number of answers/options of the source question/property and the description of each generated question/property is the description of each answer/option of the source question/property.

==
New category ==

To create a new category, you need to click the button and fill in the following fields in the dialog box shown:

Field name	Description
Code	Mandatory - The category code.
Description	Mandatory - The category description.
Style	Mandatory - The display method of the questions that belong to this category.
Order by	The order of the category.

Then, by clicking the button of the dialog box, the new category is inserted.

Horizontal functionality

Login screen

Starting from this version, the default background image is a photograph of a snowy mountain with climbers.

View designer

Added the possibility to select multiple scroller parameters, when integrating them to a category. In previous versions, they had to be selected manually, one by one (the selection mode is visible in the 1^st image, and the result in the 2^nd image).

Calendar

A different color shade was added for the current day and time in the Calendar. A different color shade was also applied to the hour lines of the plan.

Retail

Upon logging in to ESRetail and ESKiosk applications, the latest login information is now suggested, as in the ESMainApp. This information is as follows:

• Database
• User name
• Company
• Branch
• Language

Step progress bar

The new Step Progress Bar control has been added to the screen configuration, to reflect changes in single-run steps. For example, in a Commission request, where the workflow step accepts different values until it is completed (Initial > To approve > Approved > In progress > Completed), it is possible to check the Request status with an overview.

An example of the new control can be found in the History Log page in the Production Scheduling Plan (Production > Production scheduling)

To implement a Step progress bar, the user should:

a) create the relevant scroller that will provide the different values to appear on the progress bar

b) add the new control to the form. This can be done in Special fields > Context progress indicator.

The detailed control values are as follows:

• In AreaID and the FilterID. the scroller name and area are indicated
• HideIndicatorIcon to show node icons
• HideItemsIcons to show the icons above the node
• InverseProgressDirection to start nodes from left to right or vice-versa
• LayoutMode with Fixed/Compact values, so that nodes are spread out and a scroll bar is displayed, or so that the nodes are squeezed in to fit and no scroll bar is displayed.
• Orientation to display the progress bar horizontally or vertically
• ContentAlignment for the desired progress bar alignment

PDF Version