EBS - menu EN

Announcement on future releases

Entersoft Business Suite^® | Entersoft Expert^® | Entersoft CRM^®

User interface and navigation finalization

• User Enviroment - Activation of New Features
• Main menu
• Main toolbar
• Corresponding menu items v3.x – v4.x
  • Entities
  • Transactions
  • Periodic activities

User Enviroment - Activation of New Features

The 1^st option (in the horizontial menu “General”) entitled User environment – Activation of new features is now repealed.

After upgrading, the only available menu will be the new vertical role-based menu, which has been introduced in versions of series 4.0. This menu consolidates ERP and CRM. Follows a thorough analysis.

If by any chance, you have NOT adjust the UI forms of documents to the new (parametric) UI forms of series 4, you can do that now from the action "Updating dynamic forms management" which is now available in the view Document types (menu: Tools & Configuration\Customization\Documents & Series).

In you have not already developed customized dynamic forms which meet your needs, we recommend to activate the proposed dynamic forms to all document types. In the presented dialog, the document types have been categorized based on their use. All the documents categories are preselected. Accepting that action, actually results the assignment of a dynamic form to the selected document types. Henceforth, the UI documents forms will be displayed according to the Entersoft’s proposed form, having buttons, tab-pages, expanders and more following the requirements of each document type.

Furthermore it is possible to make changes and adjustments on the default form in order to ensure that it corresponds fully to any special business or/and user requirements (use the Entersoft “Windows form designer” tool).

Main menu

The new vertical, explorer bar menu incorporates, effectively and efficiently, the ERP and CRM operations and processes, reflecting thus a renewed, more customer-centered viewpoint. The structure of the new menu corresponds to the structure of a contemporary business organization and its operations per department and role; the menu is essential for the implementation of the Role-based UI.

At the first level the following menu sections are available: «Sales», «Marketing», «Communications», «Customer Care», «Inventory», «Purchases & Procurement», «Production», and at the overflown, horizontal bar : «Projects and Contracts», «Accounting», «Budgets», «Business Intelligence».

The menu can be minimized in order to maximize the working area ().

Shortcuts

The top menu section is the “Shortcut list”; i.e. the explorer bar menu integrates the shortcuts while it fully preserves all the existing settings and previously available administrative functionality.

Sales

Sales Processes Quoting, Delivery, Invoicing (sales orders, stock reservation, loading-control- order routing, delivery, invoicing, back orders). In addition full statistical analysis to control the entire sales cycle by integration of CRM & ERP processes are included.

Marketing

Access to the timeline of marketing activities, events and campaigns on merchandising processes, public campaigns, lists, analysis of competition, procedures clientele segmentation (eg RFM models) and full statistical analysis of actual data (response marketing activities).

Communications

Processes of company’s inbound and outbound communications with emails, attachments etc. Management of an internal knowledge base with communications, solve problems-frequently asked questions and articles knowledge with keywords, with possibility of publishing, shipping etc.

Customer care

Direct entry of services request, waiting lists by technician/manager, task calendars for the service request, stock and customers managment, mobile devices of technicians, complaint management, service management (devices & spare parts), service request statistics and customization menu.

Inventory

Processes of items management control of expected items, etc, stock items allocation processes to branches, physical Inventory, corrections, transits, consignments, bonds, third parties warehouses, stock valuation with all methods. BOMs, colors, sizes (season, sortiments), serial numbers, set and Assemblies.

Purchases & Procurement

Supplies processes, Suppliers and prices investigation, suppliers evaluation, offers comparison, lead times monitoring, goods receipt processes, Imports from Foreign Country, Import to transit place. Programs of orders proposal based on the shortfalls or based on sales.

Production

Technical Specifications, Production orders, phases, control of raw materials adequacy, concentrated consumptions, OEM, budgeted and actual cost, cost analysis per cost factor.

Projects & Contracts

Programming and tasks management (internal & external) in projects terms and theirs progress as well as the total of transits, payments or other financial facts. Budget and costing. Projects hierarchies. Projects management to project contracts, expenses estimation, advance payments, subscriptions etc.

Financials

Accounting, Allocations to other Chart of accounts, validated books, branches books, Balance sheet Automatic closing, Cash and Cash Equivalents, Banks, Exchange rates and currencies, Notes, Credit control processes Trade Accounts Ageing of Accounts, Cash flow Forecast, Fixed assets registry, Taxes, VAT, Withholdings & Payment, Debtors and Creditors, Expenses, Costing of imports from abroad, Tools of Accounting agreement with other sub-systems

Budgets

Budget setting Tools / Revenue and expenses to “sheets” based on past data, scenarios, revisions, budgets to different currencies, tools of automatic dynamic review and budget cover control depending on the categorizations that each budget sheet monitors.

Tools & Customization

Access to the customization tasks, maintenance and adjustment of the system based on company needs (definition of the users privilege, view designer, olap designer, accounting report designer, excel scenarios, dashboards designer, windows form designer, automations, posting document to the Accounting, Code segment sequences, user defined fields, BOMs, payment methods, document series, documents print forms, transition rules, documents workflow steps, maintenance tasks, tasks of data recalculation, import export data, scheduled, system administration tasks, and so on). It concerns mainly trained and specialized executives of the IT department or other of those involved in the responsibility of the proper functioning of the system.

Main toolbar

From the icon on the left becomes the companies and users administration, modifying the input data (login), the backup and closing, the exit from the system.

Macros administration.

Showing or hiding of the shortcuts on the bottom of work surface, closing of all open pages, placement in one of the open pages, and furthermore, three color themes options (Office 2010 color schemes): Black, Silver and Blue.

Call of a list containing the latest actions executed by the user with the functionality of immediate call. History log will also appear using the Ctrl-H buttons.

Accessing the Documentation, the Knowledge base, and the authentication dialog ("about") through accurate installation (software components), version and serial number, and the modules & sub-licenses are available (purchased).

Allows the word-phrase searching to all documentation, to the menu even to application data but also to Attachments that have been saved to Data Base.

Corresponding menu items v3.x – v4.x

See below how rearranged the contents of the four main options of the menu horizontal of versions 3.x, which did not exist in the central horizontal toolbar versions 4.x.

Entities

From the menu “Entities” in the series 3.X, is accomplished the monitoring of all MAIN entities, while from the submenus in the next level are displayed several lists with the results of the entries while access on the entries are provided through the menu "Entries". In menu of series 4.X each subsystem leads to a number of options for any action; the management of the main entities, the entries administration, the corresponding reports.

The last 4 options (which are not distinct subsystems) are integrated into various spots of the menu 4.x, depending on the context you may need them (i.e. repeated the same menu option in several submenus):

Persons		Sales/Trade accounts/Persons (plus Contacts, Point of sales (Addresses))
		Marketing/Trade accounts/Persons
		Communications/Trade accounts/Persons
		Customer care/Trade accounts/Persons
		Purchases & Procurement/Trade accounts/Persons
		Projects & Contracts/Trade accounts/Persons
		Financials/Accounting Processes/Address Book (trade accounts with incomplete data, trade account with incorrecte TRN, etc)
Catalogue items		Sales/Items & Prices/Catalogue items
		Inventory/Inventory items/Catalogue items
		Purchases & Procurement/Ιtems/Catalogue items
		Projects & Contracts/Ιtems/Catalogue items
Data lists		Marketing/Audience lists
Attachments		Communications/Attachments

Transactions

In the menu of series 3.X the documents management for all subsystems is accomplished. In the menu of series 4.X the transactions management is accomplished through the menu of each context-subsystem (in addition, direct entry options ("New ...") is provided.

More specifically…

Periodic activities

Several options on menu Periodic activities have be transferred on the menu of the associated subsystem. The following list displays the matching of those options between both menus.

Currency exchange rates		Financials/Currency administration /Εxchange rates
Stock updating processes		Sales/Items & Prices/ Readjustment of Prices Production/Products & BOMs /Mass modification of BOM items Inventory/Stock entries/ Collect from file (Stock Picking) Production/Productions/Consumptions/Allocate Stock Counting differences to consumptions Production/Productions/Consumptions/Check registered consumptions Inventory /Stock replenishment / Stock Level configuration
Οrdering		Inventory/Stock replenishment
Retroactive discounts processes		Sales/Retroactive discounts
		Purchases & Procurement/Retroactive discounts
Exchange differencesses		Financials/End of period processes /Exchange differences
Consignment processes		Inventory/Consignment processes
Fiscal Year Opening processes		Financials/ End of period processes/Opening Accounting Documents Inventory/Stock entries/Opening documents Financials/Accounting Processes/Trade accounts – Opening entries (receivable,payable) Financials/Cash – Bank acctounts/Opening documents Financials/Portfolio/Notes - Opening documents Financials/Fixed assets/Opening documents (acquisitions & depreciations)
Budgeting		Budgets/Budgeting
		Budgets/Update Cash Flow
End of period processes		Inventory/Stock valuation Financials/End of period processes/Fixed assets processes Financials/End of period processes/Postings Financials/Cost accounting/Bulk allocations Financials/End of period processes/VAT tasks Financials/End of period processes/Intrastat & VIES Financials/End of period processes/Posting/Jounrals finalization Financials/End of period processes/Post with accounting package Inventory/Physical inventory/Physical Inventory finalization
Fiscal year closing procesees		Financials/End of period processes/ Opening accounting documents Financials/End of period processes/ Accountin reports – Fiscal year closing Financials/End of period processes/ Fiscal year closing