EXP-RO01-4.0.16.1

Entersoft Expert^® | Entersoft CRM^®

New Features & Functionality (Outline)

This document aims to report the new features and extensions of Expert Version 4.0.16.1. First, the newly added functionality and features are briefly listed and, then, a detailed presentation follows. User guidelines and examples are provided where necessary.

Note that this document also includes the presentation of the functionality included in version 4.0.16.0 in order to ensure comprehensiveness and convenience.

Entersoft ERP

• VAT on Payment
• Integration with Entersoft Mobile Sales X-Van
• Credit policy enhancements (functionality for approvals based on amount scales and responsible for approvals per scale levels, checks for bounced cheques at maturity, grace period (in days), zero credit margin etc.)
• Cash flow at Group of Companies level by incorporating forecasts from orders and cash flow by currency.
• Aging of Accounts: reconciliation based on Trial Balances & Registers.
• New functionality for reporting product components (BOM) when issuing Sales Orders and Sales Invoices.

Entersoft Framework

• The UI of the Dashboard designer has been redesigned to ensure flexibility and simplicity.
• New UI controls are available at Form Designer.
• A new, card-view panel for monitoring Entersoft site alerts is now available.

Entersoft ERP

VAT on Payment

Starting January 2013, all companies registered for tax purposes, which during 01.10.2011 – 30.09.2012 have reported revenue under 2.250.000 Lei, must apply the “VAT on payment” method. This means that VAT will not be collected when the invoice is issued but when the invoice is cashed and VAT will not be deducted at the receipt of the invoice but when it is paid.

In Expert Version 4.0.16.1, in order to define in the ERP System that our Company is obligated to apply this method, the “VAT on Payment” check-box (available on the Company form, in Tools and Configuration / Customization) must be activated, as presented in Image 1.

Image 1: Company | new VAT on Payment check-box

Note that…

In order to update the Trade Accounts easily and efficiently, it is recommended to use the “Bulk modification” functionality that is available on any Trade Account list (Image 2).

Image 2: Bulk modification for updating the "VAT on Payment" check-box on Trade Accounts

The time when the VAT Payment is expected to take place depends on whether our Company and the Trade Account (i.e. the Customer or the Supplier), with which a transaction takes place, must apply the “VAT on payment” method. The possible combinations are presented in the following tables. Of course, the method is effective after the 1^st of January 2013.

Table 1: Purchases | VAT on Payment

	Company	Supplier or Creditor	On Invoice	VAT Payment
1	Y	Ν		
2	Y	Y		
3	N	Y		
4	N	N	

Table 2: Sales | VAT on Payment

	Company	Customer Or Debtor	On Invoice	VAT Payment
1	Y	Y		
2	Y	N		
3	N	Y	
4	N	N	

Example

Let’s assume that our Company (e.g. Company A, which must apply “VAT on Payment”) issues an invoice to Customer C. According to Table 2, regardless of whether the Customer is in “VAT on Payment” system too or not, the VAT will be collected at the payment of the invoice but no longer than 90 days (non-working days) later than the date the invoice was issued on.

Based on the above, let’s assume that on 25.02.2013, our Company (Company A, “VAT on Payment = True”) issues an invoice to Customer C (“VAT on Payment = True”) for 1000Lei plus 24% VAT and the invoice is paid on 17.04.2013. Since the number of days between: (a) the date the invoice was issued on and (b) the date the invoice was paid is less than 90, then the VAT will be paid on the day of the payment.

On the other hand if the invoice is paid after the 26^th of May (i.e. 90 days after the date the invoice was issued on) then the VAT will be collected on the 90^th day after the date the invoice was issued on.

Note that…

To ensure flexibility, the number of days that define the period of time during which the VAT must be paid is defined in the Company Parameter presented in Image 3.

Image 3: Company parameter for defining the number of days for Inflow VAT Clearance

In order to define that a Trade Account (Customer or Supplier) is in the “VAT on Payment” System, the corresponding check-box must be activated, as presented in Image 4. Note thast foreign or exempted Trade Accounts (i.e. depending on the selected VAT Regime) are excluded from the specific workflow and, therefore, the check-box cannot be activated in such cases.

Image 4: Enabling the “VAT on Payment” method for a Trade Account

Invoicing

Based on whether the “VAT on Payment” check-box is activated for the two counterparties of an invoice and on the date the invoiced is issued on (i.e. in 2013 or later), Expert Version 4.0.16.1, ensures that the invoice is also flagged as “VAT on Payment” (Image 5).

Whether a particular transaction is in the “VAT on Payment” system or not, ultimately depends upon the user to decide; i.e. the user may decide to switch on or off the check-box depending on a number of factors, e.g. when the transaction is paid in cash. The application merely proposes as default a value, based on the counterparties’ state in relation to the “VAT on Payment” system, and the user can choose to modify the default value.

Image 5: A Sales Invoice, where “VAT on Payment” is activated | both Counterparties are in the “VAT on Payment” system

Post to Accounting

If the transaction is NOT in the “VAT on Payment” system, then the VAT is to returned directly and therefore the final VAT Account is updated.

Image 6: A Sales invoice, where VAT on Payment is off, and the corresponding Accounting Document

On the other hand, when the transaction is in the “VAT on Payment” system, then the VAT does not have to be returned within the month the invoice was issued and, therefore, the temporary VAT Account is updated.

Collections & Payments in cash or by bank transfers

For the collection of claims / payment of liabilities the document types listed next are now available, under the menu: Financials / Collections and Payments / New cash receipt (VAT on Payment) and New Payment Receipt (VAT on Payment), correspondingly.

Collection / Payment in cash or by Bank transfer:

• ICT - Incasare (de la clienti)
• DPV - Plata furnizor
• DPVF - Plata furnizori Mijloace Fixe

Image 7: Collection/Payment Documents | Menu entries

These documents can be used when either in or not in the VAT on Payment system. However, it needs to be highlighted that when the transaction is in the “VAT on Payment” system then the invoices that are settled must be associated by selecting them in the “Items” grid. The use of the function key “F3” on the “Source document” column allows you to effectively search for related open invoices that are to be settled. The user can then adjust the amount (total value) that is to be collected or paid in order to a partial collection. In this case, the matchings are marked as ‘selective’ and they cannot be deleted or modified.

Image 8: Selecting related open invoices on an ICT document

When is it not anymore required to monitor VAT Returns for an open invoice?

If the transaction is NOT in the “VAT on Payments” system or the VAT return is settled, then it is not required to associate any open invoices. Monitoring the VAT Return for an unsettled invoice is no longer required if the deadline expires (i.e. the predefined time limit has been exceeded) and, therefore, VAT reconciliation has taken place. In such cases it is not required to associate any open invoices; nevertheless the system returns an informational message.

Image 9: informational message regarding the absence of associated open invoices

Post to Accounting

When posting to accounting these new documents and, specifically, when the transaction is in the “VAT on Payment” system, it should be noted that, besides the record that corresponds to the cash transaction, an additional record is generated that concerns the transfer of the VAT value from the temporary to the final VAT Account.

Image 10: A Collection Receipt, where VAT on Payment is on, and the corresponding Accounting Documents

VAT Journals

When the collection / payment documents involve cash or bank transfers and are in the “VAT on Payment” system, then they are presented in the VAT Journals, under the new columns that are now available; moreover, the settlement amount per invoice is presented.

Image 11: VAT Journal

Receiving/Issuing cheques

When receiving a cheque from a customer (respectively when issuing a cheque to a supplier) the following new document types are to be used (menu: Financials / Collections and Payments / New cash receipt (VAT on Payment) and New Payment Receipt (VAT on Payment), correspondingly):

• ICE - Primire Efecte de la Clienti
• DPE - Emitere Efecte Catre Furnizori
• DPEF - Emitere Efecte Catre Furnizori Mijloace Fixe

It should be noted that the functionality at operational level is similar to the functionality described above (section: 1.1.2); however, in the case of cheques and specifically when in the “VAT on Payments” system, the VAT return is pending until the cheque per se is paid. Therefore, when posting to accounting, the VAT Accounts are not updated. However it must be highlighted that, in this case too, it is required to associate the related invoices.

Wizards

An updated version of the “Collection of outstanding claims” (or liabilities, correspondingly) wizard ensures that the settlement of these invoices incorporated the new law requirements. As before, at Step 1 (Image 12) the user may select the pending invoices. Note that, the Trade Account and “VAT on Payment” check-box must be the same for all of the selected documents. If documents where “VAT on Payment” is off are selected then the wizard proceeds to step 3 where the Payment Method details are defined and, next to that, the Collection Document (commonly an ICC document) is generated.

Image 12: Collection of outstanding claims and “VAT on Payment” | Step 1

On the other hand, if documents where “VAT on Payment” is on are selected then the wizard moves on to step 2 (a new, intermediate step) where the user may select the items that will participate in VAT Payment. By default, all items in the selected documents are selected; however, the user may unselect some lines and, moreover, the amount that is to be paid can be modified (Image 13). Having defined these, the user may proceed to the subsequent step where the payment method details can be defined, as before.

Image 13: Collection of outstanding claims and “VAT on Payment” | Step 2

The new document types ICT/ICE and DPV/DPE are the application’s default parameter values for the particular workflow (Image 14).

Image 14: Company Parameters | Default document types in the "VAT on Payment" workflow

As presented in Image 15, the collection receipt’s UI structure consists of two main parts. The upper grid area refers to the cash transactions (i.e. Liquidity accounts and Notes that need to be updated), similarly to a standard Collection Document. The lower grid area presents the analysis of the amounts per VAT Category depending on the distinct VAT Categories of the Items that were included in the original Sales Invoice(s). This way, the Collection Document, that handles the “VAT on Payment” case, preserves the information of the VAT amounts per VAT Category.

Therefore, the application ensures that matchings are done by the exact VAT Category. It is again highlighted that this kind of matchings cannot be manually deleted or modified.

Image 15: An ICT Document

In order to achieve the accumulation of VAT per Document and VAT Category, the application requires the definition of a number of Generic Items, one per VAT Category (i.e. High, Low, Zero) and depending on whether these are intended for the accumulation of inflows (Collections) or outflows (Payments).

The generic items that the application is going to use, when generating a Collection Document of this type, are defined at the corresponding Company Parameters (Image 16).

Image 16: Company Parameters for defining Generic Item Codes per VAT Category

Cheque settlement process

For the cheque settlement process two new document types are now available (under the menu: Financials / Portofolio / Notes – Payments and other changes):

• AMT - Achitare in masa a efectelor de incasat
• AMV - Decontare Efecte Emise Catre Furnizori

These can be used for transactions regardless if in or not in the “VAT on Payment” system. In the “Items” grid the invoices that had been associated when the cheque was received / issued are included by default, unless these invoices have been previously sorted out in the context of the VAT reconciliation process.

Post to Accounting / Journals

When posting to accounting these new documents and, specifically, when the transaction is in the “VAT on Payment” system, it should be noted that, besides the record that corresponds to the cash transaction, an additional record is generated that updates the corresponding VAT Accounts and the VAT Journals, similar to the case of collections/payments in cash that were described previously (see section: 1.1.2).

Periodical reconciliation

At the end of each month, VAT reconciliation is required for the Invoices that have exceeded the 90-day time limit and for settling any possible refunds. Two new lists, available in Expert Version 4.0.16.1, allow the effective monitoring of these cases. The lists are available under the “Financials” menu (Image 17) and present such invoices by VAT Category.

Image 17: Periodical VAT Tasks | Menu

For these invoices, the automation “VAT reconciliation” needs to be executed. This automation generates one VTP (Colectare TVA la expirare termen; the new Document Type can be imported from the Entersoft XML, i.e. master config) document that includes the selected sales invoice lines that must be settled as regards the non exigible VAT.

When the VTP document, generated by the “VAT reconciliation” automation, is posted to accounting, the accounting document credits the “Collectible VAT” account and debits the “Non-Collectible VAT” account.

Image 18: VAT reconciliation (VTP document) | an Accounting Document

Credit notes

Similarly to the case of collection / payments, credit notes settle in part the claim from or by a Trade Account and, at the same time, they settle VAT Returns. When issued, it is required to associate them to a “Source Document”, i.e. to an invoice, using the F3 key on the corresponding grid column; the investigation list returns open invoices issued during the previous three months. If you have previously selected a particular item on the document line, then the system filters the selectable invoices accordingly. Upon selection, the columns “Price” and the three discount percentages are updates accordingly.

Image 19: Using the F3 investigation on a Credit Note

Attention!

The system allows you to associate any credit note with the source invoices regardless if in or not in the “VAT on Payment” system; however, when in the “VAT on Payment” system, it is absolutely necessary and mandatory to explicitly define this kind of associations.

Image 20: Issuing a credit note that is in the "VAT on Payment" system: mandatory association to the source document

Post to Accounting

When posting a “VAT on Payment” credit note to Accounting, the temporary VAT Account is updated. A Credit note will generate one Accounting Document that will credit with a negative value the “Non-collectible VAT” account (Image 21). Note that, on the Credit Note lines, it is required to select (using the F3 keyboard key) the original Sales Invoice. In the Purchase – Payment cases, the “Post to Accounting” outcomes are equivalent.

Image 21: A Credit Note, where VAT on Payment is on, and the corresponding Accounting Document

Trade Account reconciliations

To address the cases of Trade Account reconciliations, the following document types are now available under the menu: Financials \ Accounting processes \ Trade accounts - Corrective entries.

• CPT - Compensari conturi parteneri (credit)
• CPB - Compensari conturi parteneri (debit)

These document apply credits/depits to the Trade Accounts on the header and the lines and, at the same time, they ensure that the related VAT Accounts are are updated correspondignly for every Trade Account.

If the balance reconciliation process for one or more Trade Accounts is in the “VAT on Payment” system, then it is required to ensure that the flag is on either on the document header (when only the header Trade Account is in the “VAT on Payment” system) or on every Trade Account line.

The related invoices must be selected and assigned in the “Related Items” grids. The invoices that are settled as regards VAT returns do not need to be selected here.

Image 22: A CPT document

Note that…

It is required to restore the default values of the Accounting Groups in the VAT Category (Image 23).

Image 23: Accounting groups, Category: VAT | Restore default values

VAT Journal

VAT Journals now include two new column sets that present the VAT analysis, according to the new Fiscal Law (Image 24).

Image 24: VAT Journal

Invoicing

Product invoicing

The functionality to include the product components on Sales Documents is now supported. The functionality is activated on Document Type, when required, by selecting the “simple explosion” option available at the BOM administration field. Specifically for the Adjustment documents, the BOM Explosion may concern either Production-Disassembly (with integrated checks, level management etc.) or simple explosion in any other case.

Image 25: Document Type | New option in BOM administration field

This results the mandatory selection of a BOM on products’ lines (the default one is the Main BOM) and the generation of additional lines of the first level BOM items that comprise the product; this means that any semi-finished products used for the production of the produced item are not further analyzed to their components.

A new type of Production BOMs is now available: “Static, with component prices” (which, until now, this option was only available in case of Sets) which is extended to be applied on documents (in case of products it is applied on documents where the BOM administration is “simple explosion”).

• Static

The composition is static i.e. the components cannot change. As regards the prices and the discounts, these are calculated based on the “parent” item; therefore, during BOM explosion, the initial value and any discounts are allocated to the components proportionally.

• Dynamic

The composition can change and the prices/any discounts are defined by the components; therefore, the initial value of the components and the applied discounts are accumulated on the “parent” item line.

• Static, with component prices

The composition is static. As regards the prices and discounts, on one hand, the calculation of prices is based on the components (i.e. the initial value of the components is accumulated on the “parent” item line) and, on the other hand, the calculation of discounts is based on the “parent” item (i.e. any discounts are allocated to the components proportionally). Invoicing policies, or any other discount calculation method, are applied on the product and, therefore, the user does not have to ensure that that the sales price of the products (especially of assembled items) is equal to the price that is calculated based on its components (pricelist items).

The Negative Stock Balance checks are not effective in the above described cases (in contrast to Set Component lines) since the components are assumed to have been consumed in an earlier stage in order to produce the products.

Note that…

The “simple explosion” option for products must be activated only for document types that have not been customized. Any custom Document Types require additional customization by the installation administrator in order to ensure that the component lines do not update the Inventory or the Accounting subsystems.

New fields

• The field: Salesman is now available on Cash transaction documents; its default value depends on the defined Salesperson on the related Trade Account. This new field is currently purely informative with no further functionality.
• The field: Transaction type is now available on Trade documents. This represents the association to a table, the contents of which can be defined in Tools and Configuration / Customization / Transaction parameters. It can be used for an additional, purely informative, document categorization, i.e. no further functionality has been implemented. The field is available on the UI form tab: “Miscellaneous data”.
• The field: Original Document is now available on additional item lines. Investigation (F3) functionality is supported; the F3 searches for documents that result liabilities or claims originated by the specific trade account. The date of the original document is automatically copied to the ‘initial date’ field. This functionality can be utilized in case of credit notes.
• The non-stored Boolean fields: “Credit control”, “Check stock availability” and “BOM explosion” are now available on Trade Documents. These are taken into account when executing the corresponding document processes (when these are activated depending on the line item). Therefore, the available customization tools can be used to assign default values to these fields and, therefore, adjust the default system functionality. Currently, these fields are utilized by the Entersoft Mobile X-Van Sales system when importing an invoice to EBS (that was created and issued by the mobile application), since in such cases these checks must not be effective.

Retrospective modifications

It is known that user privilege profiles allow specific user groups to modify data classes, despite any prohibitions that may apply for any other users; e.g. closing period, associated finalized accounting documents etc. The particular functionality now involves documents in closed fiscal years. Since the modification/deletion is controlled by the “Management information” status, it is now feasible to change this section (which is available on Company UI form, tab “Fiscal Years”, column “Management information”); therefore, one may temporarily deactivate the particular check-box, proceed with any necessary changes on the documents, and then re-activate it.

Reporting enhancements

Utilization of business dimensions

All ΒΙΤs in all modules/subsystems now include the following business dimension categories as advanced filters () and as grouping fields:

• Business unit category
• Business activity category
• Dimension 1 category
• Dimension 2 category

Moreover, in order to facilitate their use, comparison operators (string range) are made available. Note that these operators are also available now on the business dimension fields (i.e. Business unit, Business activity, Dimension 1, Dimension 2) too. This way, a user may easily:

• Exclude the some dimensions instead of selecting all the others;
• Select all non-empty records;
• Easily select all records with no dimension assigned.

Aging of Accounts

The “Aging of Accounts (accounting reconciliation)” now incorporates functionality for monitoring the aging by due date. The entries that will be included in the report are always those that, based on the date they were issued on, the balance will be identical to the corresponding Registers and Trial Balances at the end of the queried period of time (until the report date).

Therefore, the “Non-matured” column (since the entries that are to be presented may be due at some point in the future) and the “Aging based on” (Due on or Issued on) filter have been added. If the due date is selected, then the ‘based on the due date’ layout should be selected too, since this contains the new column.

Cash flow

1. In all Cash flow versions (company, corporate group, with inflow-outflow forecasts or calculated inflows-outflows, or with integrated budget estimations):

   • The liquidity account nature is incorporated both as a filter and as a grouping field, in order to allow users to check the totals by nature e.g. cash, etc. regardless their code.

   • The default date period is starting today and includes the 12 next months.

2. The Cash flow based on calculated flows is henceforth available on the corporate group reporting (Business Intelligence/ Corporate group-Financials).

3. A new report for presenting the Cash flow information by currency for the current company and at corporate group level is now available (Business Intelligence / Review Liquidity and στο Business Intelligence / Corporate group- Financials). This includes two column sets (a) one related to the transaction currency and (b) one related to the base currency; this way the totals in base currency can be effectively reviewed.

Customers - Business snapshot

The “Business Snapshot” ΒΙΤs (at both company and group of companies level) now include as a filter and as grouping field the company branch of the customer (i.e. the branch defined on the customer, regardless if there are entries related to other company branches). The title of the field differentiates it from the existing branch (of entries) that was already available.

Note administration

The number of the note is now available as a selection criterion.

Fixed asset registry

The Detailed Fixed Asset Registry now excludes any fixed assets where the Cumulative Depreciable value is negative (<0). If this value was the result of a data entry mistake, the check for accounting discrepancies will help the users to detect it and handle it accordingly; however, if this is because the asset is monitored by IAS exclusively, then it must be excluded.

Miscellaneous

New error protection rules

It is now forbidden to modify the value on documents proposed for settling exchange differences, if these have been generated by the bulk calculation process.

Note that…

Only the entries for settling exchange differences that are generated by the bulk process are taken into account in “Aging of Accounts (accounting reconciliation)” for the accurate calculation of the amount in Base Currency. Any change of the calculated value would result discrepancies between the Aging and the Register-Trial Balance.

New customization functionality

From now on, the Adjustment document types allow the parallel administration of various line types.

Image 26: Adjustment document types | parallel administration of various line types

Document matchings - Management methods

It is now feasible to manage (liquidity) matchings through automations and business rules. Specifically, this would require a handler:

1. References ESFIDocumentsISUD.dll

1. Imports Entersoft.ERP.Financials.DS

Dim handler As New Entersoft.ERP.Financials.DS.LiquidityAccountMatchings.SI.MatchingsHandling

Available procedures that can be used depending on the requirements:

Recalculation for specific Trade Account	handler.CalculateTradeAccountMatchings(session, fromDate, tradeAccountGID)
Recalculation for specific Document & Trade Account	handler.CreateDocumentMatchings(session, documentGID, tradeAccountGID)
Recalculation for specific Trade Account with a specific matching rule	handler.CalculateTradeAccountMatchingsWithSpecificProfile(session, fromDate, tradeAccountGID, profileGID)
Recalculation Account with a specific matching rule for specific Trade Account and Document	handler.CreateDocumentMatchingsWithSpecificProfile(session, documentGID, tradeAccountGID, profileGID)
Recalculation without matching rule, even if a rule has been defined for the Trade Account	handler.CalculateTradeAccountMatchingsWithoutProfile(session, fromDate, tradeAccountGID)
Recalculation without matching rule for a specific document, even if a rule has been defined for the Trade Account	handler.CreateDocumentMatchingsWithoutProfile(session, documentGID, tradeAccountGID)
Creation of selective matchings for a specific close item	handler.CreateSpecificMatchingsForSpecificCloseItem(session, gidOIs, gidCI)
Deletion of matchings for a specific close item	handler.DeleteCloseItemManualAndAutoMatchings(session, gidCI)
Deletion of matchings for a specific document	handler.DeleteDocumentManualAndAutoMatchings(session, documentGID)

Entersoft CRM

Attribute – property sets

The attribute set provides the following new features:

1. You can set the type of a property / attribute set. The following types are available:

• Survey analysis – Used by survey campaigns – It is also read by the data interchange services in order to transfer campaign surveys to a mobile device

• Collection data – Used by the collection data activity type. It is also read by the data interchange services in order to transfer collection data attribute sets to a mobile device

• Other

2. You can set the visualization style for each attribute or attribute set line. This visualization style is used by the survey analytics interactive page to visualize the responses for each survey/attribute item line. The visualization style can take one of the following values:

• No visualization - the survey item will not participate in the analyses.

• Pie chart

• Ring chart

• Horizontal bar chart

• Vertical bar chart

• Multicolor vertical bar chart

• Multicolor horizontal bar chart

Entersoft framework

Form designer

File selector

A new control is now available in the UI Form designer: the file selector. The use of this control allows you to update the content of a field that may contain an attachment GID; three alternative options may be activated in parallel for supporting the file selection:

Select from attachments Select from blob data Select a file on the hard disk

Image 27: File selector

When in design mode, the control configuration requires the definition of the following properties:

• AttachmentBindingPath. The name field where to the file code will be assigned to.
• BlobSelectionScroller. The code of the view (list) that will be used for selecting from the blob data. Note that primary key is required / selected table es00blob.gid
• DocumentSelectionScroller. The code of the view (list) that will be used for selecting an attachment Η όψη απαιτείται να έχει primary key / selected table το es00document.gid.
• FilenameExtensionFilter. If it is desired to limit the selection to specific file types, here it is required to define here the accepted file types (e.g. Image Files|*.jpeg;*.jpg;*.png;*.gif).

If the BlobSelectionScroller property is not defined then only the selection from attachments and from the hard disk will be available on the form; the same applies to the DocumentSelectionScroller property.

If the file is selected from the hard disk then it will be automatically registered to the application as an attachment (stored in the DB as blob).

Related Web Browser

The new control allows you to access context information on the web. You can add the new control on a form, e.g. within an expander, and define the structure of the URL, that it is to be accessed, in the DynamicURLExpression property.

The URL may be comprised by static and/or dynamic parts. E.g. on the Inventory Item UI Form, the URL may be constructed as follows: http://www.entersoft.eu/{ESFIItem.Code}.

Note that…

The two properties BindingPath and UrlFormatString are not in use and must be left empty.

Image 28: Context information on the web | Related web browser

Scale indicator

The new control allows you to present the information of a numeric field in terms of the levels of a selected scale and present in in a concise and user-friendly way. In the BindingPath property you need to type the full name of the numeric field (i.e. CurrentEntityName.FieldName) and in the ScaleInternationalID you need to type the International ID of the scale according to which it is desired to present the data of the numeric field. The other two properties (DisplayStyle and TextFont) allow you to format the presentation of the information in a convenient and user friendly way, by utilizing the colors and the icons defined per scale level.

Image 29: Scale indicator

Attachments

It is now possible to select and print attachments at the same time; the action is available on the attachment list toolbar. When clicked, a dialogue is displayed for selecting the printer where the document will be sent to.

Entersoft Sites Alerts

This new service can be used for monitoring the state of your Company Web Sites; this service records any related events on any of the sites that have been implemented on Entersoft B2B, B2C, MIS 360, Mobile IOS, or Windows Mobile 6.5. The service control panel is available at Tool and Configuration \ Connection to the Application Server \ Entersoft Sites Alert. The panel displays one card for every different type of site that can be monitored and each card includes identification information and the current state of each site.

Configuration and Use

In order to use the service it is first required to contact Entersoft’s Sales Department and activate it. At the first use of the service it required to enter the service access code; click on the “change code” button. Here, you will insert the access code that, combined with the application login name, will allow the automatic login to the service each time you use it.

Next you will need to provide some identification for each site that you wish to monitor. Specifically:

• Title: A friendly name for your site

• Address: The URL address of the site
• Check every: Here you need to define the time interval between the queries and recordings of the site’s state.
• Inactive. Activate this check-box if you wish to temporarily deactivate the monitoring of the particular site. If the site monitoring is deactivated then the card is displayed in yellow.
• State. The messages about the current state of the site are presented here and the time at each state. The green symbol denotes that the site is active. The red symbol denotes that the site is not available. Right click on these symbols to see further details about the site state.

Image 30: Detail view

Click on “save” to apply any changes; after the save the service will be updated and the changes will be effective. Additionally, to ensure that the information on the panel is recurrently refreshed, activate the “automatic refresh” check-box; the panel counts down to the next refresh. To refresh the info on demand, click on the Refresh button.

Note that…

The above two refresh methods are independent to the frequency of info recording; the recording takes place regularly based on the settings on each card.

Dashboard designer

The new, redesigned UI

The dashboard designer has been redesigned to provide greater flexibility during the design of a dashboard page canvas.

The designer provides three main areas:

• An interactive tree structure of the canvas
• The dashboard canvas
• The property panel of a selected dashboard object

The studio provides two different operating modes:

• Design mode – In this mode no data are read from the attached dataset. In this mode the following action area allowed:
  • By clicking on dashboard object the property page of the object is dynamically displayed in the relative area
  • By clicking an item in the tree the item is highlighted and the property page of the object is dynamically displayed in the relative area
  • Dashboard execution is not allowed
• Run time mode – In this mode the dashboard can be executed to read data. In this mode the following action area allowed:
  • By clicking an item in the tree the item is highlighted and the property page of the object is dynamically displayed in the relative area
  • You can test the dashboard filter commands and other actions that you developed on the canvas. If you switch to design mode the associated actions are disabled.
  • No clicking on a dashboard object to display the property page of the object is allowed.

Moreover, you can use the drag and drop function to move an object to a different point on the canvas tree. In order to add a new object you need to select first the node where the objects will be displayed.

Dashboard objects

A new component is provided that can be for interactive page related to attribute set analysis. The following properties can be configured:

• The data source – attached query that will be used by the component to calculate the response related figures based on the survey rows returned by the query
• The unique identifier column of the survey activities – it should be returned by the relative defined query
• The parameter that will provide the attribute set to be analyzed
• The filter actions that will be performed by the end used during the analysis by clicking a chart data point
• Other filter actions that you wish to customize in attribute set page
• Survey item auto categorization
• Survey item categorization container mode (radio group , tab)
• Chart color pallet
• Number of rows / columns of the analysis canvas
• Auto scroll mode
• Chart label display property

The component during the rum time it will dynamically generate a number of charts equal to the number of survey items that has been defined with a specific visualization style.

Visibility property

A new visibility property can be set using a dashboard command. You can use this property to control the dynamic visibility of a dashboard object. The visibility property can get one of the following values:

• Visible
• Hidden
• Collapsed: the cell that contains the object is minimized if its width unit is set to auto.

You can set the property for multiple objects at the same command by using a different property value for each object if it is desired.

It is important to emphasize that if an object is hidden or collapsed the data of its attached table will be normally read by a filter expression that defines context filtering based on the selected row of the hidden object. This means that the data of a hidden object are always loaded.

Release Document for EXP-RO01-4.0.16.1