EXP-BG01-5.7.0.0

Entersoft Expert^®

New features and extensions

Brief description of contents

Invoicing and Financial administration

• New sub-system for the management of discounts and offers

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

Invoicing and Financial administration

Discounts and offers

A new configuration and application subsystem has been added for offers and discounts in documents. The main elements that differentiate the new subsystem from the rest of the discount customization features in EBS are the following:

• The configuration of the promotions is done through a new and easy-to-operate environment, without complex configuration
• The way of registering documents has changed significantly, as promotions are now selected, configured and introduced instead of items, to which any active discounts will be applied. As a result, it is easier to apply discounts and guide the user in selecting the best available promotion.
• Percentage and value discounts are supported
• Promotions relating to individual items or item combinations are supported
• In a simple and understandable way, promotion targets and rewards are defined
• With easy configuration, you can customize scales for the target and rewards

PROMOTION CONFIGURATION

The promotion configuration screen is available from menu: Configuration/ Invoicing policy/ Discounts and offers.

• Validity period. Optionally, you can set the time period for which the user can choose to apply the promotion in the document.

• Comment. You can enter a text that describes the terms and benefits of the promotion. The text will appear when selecting the promotion, to make it easier for the user to configure it

• Display. Select some images that could be used to enrich the display of the promotion.

• Target field. Select the field of the document’s item line involved in the calculation of the target achievement. For example, if the “Line quantity” field is selected, then, in order to calculate whether the target was reached, the content of the “Quantity” field of the item line (or item lines) is summed up and compared to the target.

• Target. Please enter a number that is the target of the promotion. For example, in a promotion that requires at least 3 items to be purchased, the target is 3.

• Reward field. In this field the user enters the discount percentage or value of the discount, when the target is reached.

• Reward. A number that indicates the percentage or discount value received after reaching the target.

  Instead of the above target and reward fields, a target and reward scale can be used. The scale can be common for all promotion items, so it will be filled-in at the top of the screen. It can also differ by item, so it can be filled-in below each promotion item, by choosing the next level.

• Discount type. Select the discount type to be entered in the “Discount analysis” table, in the document line.

• When the target and reward fields are entered per item, then this means that the promotion is assessed separately for each item participating in the it, for the target completed in each item and also with a reward that has been entered in each item.
• On the contrary, if the target and reward are entered in the upper area of the “Reward data” screen, then the promotion’s target is calculated for any combination of items that participate in the promotion.

DOCUMENT REGISTRATION

Using promotions when registering documents requires that the document registration screen be configured properly, so that you can display the application and processing actions of promotions, as well as the display and selection screens. Below is such a sample screen:

• When you enter an item in the document and select it, grid number 1 shows all available item promotions. This grid can be found in the available fields of the form called “Item - Available promotions”

• With action A, you can display the selected grid 1 offer to edit and then insert it into the document. You will find the action in the available actions of the form as "Apply selected promotions - Item"

• Grid number 2 displays all available promotions for the selected customer of the document. This grid can be found in the available fields of the form called “Available promotions”

• With action B, you can display the selected on the grid 2 promotion to edit and then insert it into the document. You will find the action in the available actions of the form as "Apply selected promotions"

The promotion processing screen displayed by the above actions is customized depending on whether the promotion has been configured with a target and reward related to each item separately or reward and target related to any item combination:

TARGET AND REWARD IN THE HEADER (ITEM COMBINATION)

In the example above, the promotion states that at least 3 pieces of any promotional item must be purchased to apply 50% to all items.

At the top of the screen you will see items for your target, reward and coverage so far. Additionally, there’s a field marked “Successful/failed”, regarding the promotion coverage so far based on the entries.

On this screen, the quantities must be entered on the left grid. The right-hand grid helps better control the promotion, when a scale has been declared in these promotions. The scale can be displayed by selecting the "In total" tab, to view the scale limits.

TARGET AND RETURN BY ITEM

In the example above, the target and reward differ by item. Here, the right grid displays, the target and reward by item. The quantity entries for items are also made here, on the left grid.

CONFIGURATION

In order to enable the use of such promotions in a document type, it is enough to select in the document type the new field "Enable promotion selection", which you will find on the "Behavior" page of the document type.

Additionally, the screens need to be configured by adding the actions and grids as mentioned above.

Alternative independence

With the addition of the concept of alternative independence concerning valuation, the user is given the opportunity to choose a different independence for as many Warehouses as they wish. Up until now, the independent branch that the WH belonged to could only be identified with the branch to which it was declared to belong. Optionally, you can now set for each WH the independent branch to which it belongs by selecting the independent branch in the new Alternative independence, which has been added to the address details of the company

• As an alternative independence, the user can select only a branch that has the "independent" field selected.
• The Alternative independence can only be selected in addresses that are declared as WH
• The monitoring of alternative independence places requires the filling-in the "Independent" field in at least one branch.
• Branches selected as “Alternative independence” may in turn belong to another branch selected in the “Branch” field. These branches, to which the alternative independence belongs, play the role of “Main independences”

PURPOSE

The Result of activating the use of alternative independences, is that the valuation will calculate results for each alternative independence separately, by "charging" the movements of the involved WH, not to the "main independence” anymore, but in the alternative independence to which each WH belongs. In practice, with the appropriate configuration of alternative independences, the user could even achieve the calculation of valuation results per WH.

IMPORTANT

Activating alternative independences deprives the installation of obtaining valuation results in what until recently was called “main independences”, as the movements are now perceived as movements of alternative independences and not of the Main independence.

MODE

• The various points in the differentiation of the application mode using alternative independence will be activated only if the relevant customization for alternative independence has been applied.
• When registering item lines in documents, when using WH with an alternative independence, then the line and therefore the movement branch will be populated with what has been selected in the alternative independence field.
• In trade documents, if an alternative independence is activated, the registration of a branch in the item line, which is different from that of the heading, is allowed.

RESULTS

The above configuration produces valuation results per (alternative) independence, which you can display in the balances and tabs, as usual. The official stock price is also calculated per alternative independence. Therefore, it is not possible to get a price in the "Main independence", as the movements are not registered in it but in alternative independences. However, the results can be obtained in the main independence (except for the official price), using the Branch type special parameter that has been added to all stock balances and accounting balances.

Results can be viewed based on:

• Movement branch
• Reference branch, that is, the “main autonomy”.

Depending on the selection, the results are grouped and displayed at the appropriate concentration level.

Various improvements

• It is now possible to select a Service code immediately in documents, through the new SERVICE_ADD_REQUEST general action, in the action panel. In the action configuration the user selects the service code, which will be automatically entered in the document by pressing the button.

  

• ESKiosk | It is now possible to display the keyboard in action "Edit Quantity” (GC_DOC_EDIT_QUANTITY).

• ESRetail | Is is now possible to activate the keyboard on the key on save input screen.

• The display time of the results for view "Not counted items (with and without dimensions)” has been improved

• In “Set ... Privileges”, of the Financial administration actions, the “Create new customer from document” privilege has been added.

• In commercial agreements, at the Scale criteria of Group values, the total number of characters for selected values was increased from 2000 to 4000.

• It is now possible, when the budget cash flow entries are created, to update the cash flow entry in the document line with the company dimensions that have been declared as dimensions in the sheet type, and have been entered in the budget entry. This should be done by selecting the user at the time the calculation runs.

  In the calculation screen below the "Inventory Items - detailed presentation" the option "Detailed company dimensions analysis" was added. It becomes available for selection by using default value NO, when budget sheets that monitor company dimensions are .

  If the YES value is selected, then budget entries are grouped, taking into account the company dimensions entered, and the company dimension information is transferred to the item line to be created. This option is activated in conjunction with the "Maintaining open amounts" field.

  

• Printing "VIES Listing Deliveries" now displays the intrastat code from the relevant field of table "Trade nature" and not the code of trade nature of the documents.

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