ERP-BG02-5.13.0.3
EBS ERP ®
New features and extensions
Περιεχόμενα
Brief description of contents
Horizontal functionality
- Saving Attachments to the server
Budgets
- Shortcuts
Horizontal functionality
Saving Attachments to the server
In 5.13.0.3, an improvement was implemented in order to support the scenario of changing the folder where attachments are saved on the server.
This means that now, when the value of company parameter Folder on Application Server for saving attachments” is changed, any files previously saved in another folder, due to the use of a previous value, will remain accessible.
Scenario:
- On the server, create the C:\Docs\2025 folder
- In the settings of our application, go to Configuration… > General > Company parameters > Attachment administration and set the following parameter values:
| Company parameters | Value |
|---|---|
| Save attachments to server | TRUE |
| Folder on Application Server for saving attachments | Folder: C:\Docs\2025 |
In a customer’s page, create an Attachment, which will be saved in folder
"c:\Docs\2025\001 \ESFITradeaccount\doc1.pdf".Make a new folder on the server, C:\Docs\2026, but DON’T delete the old one (C:\Docs\2025)
In the company parameter Folder on Application Server for saving attachments, change the folder of the value to the new one, that is: C:\Docs\2026
In the customer’s page, Attachment C:\Docs\2025\001\ESFITradeaccount\doc1.pdf now opens properly.
Company parameters
Budgets
Shortcuts
The new version offers the functionality of Shortcuts in the Budget Report cube, in order to facilitate the user and for faster results related to budgets.
More specifically, through the creation of a Shortcut, the user can now select and save the view with the exact criteria (execution parameters) they wish, so that they can receive results simply and quickly.
Scenario:
From the main menu, go to Budgets > Comparative Results.
Select "Search", from the top of the page. This will open the Compare budget sheets window:
Firstly, set the parameters as preferred (1)
Click on "Accept" (2)
Select the entries you wish to compare (3)
Click on “Accept” (4)
The window closes and the entries appear on the cube. By setting the parameters to the right of the screen and pressing the "Accept" button below them, the user can customize the view as preferred, in order to display the comparative budget sheet results the way they wish.
With the star icon at the top right of the screen, the user can save the view in the form of a Shortcut, which can now be used at any time, with any of the preferred filters:
Create Shortcut icon
The shortcut to view the comparative budget sheet results is saved under Shortcuts > [your defined subfolder].
As with all other shortcuts in the application, all related shortcut actions such as Rename, Delete, etc. are available, by right-clicking on the shortcut:
Save area and Shortcut Actions
