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Advanced program functions

Philosophy

Additional customization options

Installation and activation

Advanced settings

Master Data

7861 Custom letter/number system (Syntax Prefix before) for Projects, Purchase Orders, Workshop Activity, Manufacturing

7050 Entering state names from a dropdown menu

6842 Turning off availability for expendable items

Views

14379 Navigator Today selection

7995 Initialize the Start and End views

14375 Resources: Integrating the initialization of appointments, displays and time periods

Project Management

1481 Initialize the Job Service

11979 Permanently open the period window in the Job

9366 Display Job number on the tab in the Project overview

8584 Initialize Move Job Options

14696 Cancel a Job - Switching off Resource query

Resources

14575 Initialize trigger for overbooking warning for Resource Assignment status

Bill of Items

7039 Items sortable default for Groups

14445 Print on Reports off by default for Groups

12981 Bill of Items availability - Adapt the period of the displayed days

Calculation

7558 Block discount also in the Bill of Items

Report

Further calculations

8304 Calculate return day also as a rental day

10777 Presetting per address, to automatically calculate the insurance amount

10778 Insurance basis as the base price

8321 Collective Invoice

Additional fields, views and filters

Master Data

9369 Address Book filters and data filters by country

7875 Net item dimensions in the Main Data

12568 Weight of linked Items (gross/net) in the Main Data

Views

14885 Web-based Kiosk

14603 New columns in the Kiosk to control line colors based on events

Project Management

9373 Open the Project Folder in the file system directly from the Project

6890 Summary of the total list in the Project of all Items, Resources, Job Costs

14587 With Copy Project, create a Rental Job from a previous Invoice Base

13151 With Copy Project, apply copy calculation base as Proposal

13325 Exhibition stand construction Job info, Hall, Booth, Size under Job delivery address

13937 Hall Master Data

10945 Automatic Item selection filter for Item Owner when the owner is also a Project Customer

Resources

11073 Tractor/Trailer Vehicles

11383 Display Resource Assignment costs button

11411 Resource Plan: Quick filter for Resource bookings-Part

14084 Resources in the Item Packages

12479 New Resource Assignment status - Reserved

9426 Resource requirements on the Item level

14056 Resource Booking quantity and quantity to invoice, also vice versa

15469 Resource Booking: Entering deviating pickup and delivery addresses

Bill of Items

8688 Item Availability - Increasing the overview height of the period bar

12774 Expanded columns for Excel export from the Bill of Items

13626 Item Packages 2 additional fields and attachments

14005 Show free proposals on the Scheduling Board

14383 Monitor the use of Linked Associated Items in previous and subsequent Jobs

10143 Overbookings view - Calculate button

5214 Cost column in the Bill of Items

14333 Partial delivery reason

14927 Assign appointments to partial deliveries (setup, show, strike etc.) or attach a partial delivery to appointments

Loading/Unloading

12577 Unload Job: Option - unload Expendable Items selection

Calculation

14401 Price lists with validity and deactivate

15414 Import and export price lists with Excel

13938 Trade fair price list - End customer price list

Invoice

4296 New fields - Time of supply for invoice, purchase invoice and export to DATEV

4999 Bond payment

9718 Invoice Base for sales projects

12872 Project Invoice - preset Invoice Base option

Report

7552 Print screenshot

15131 Report Export Name

Automated procedures

Master Data

5292 Linked Associated Items - For changes, queries or already existing item bookings that should be updated in the future

12798 Automatic booking of a sales variant for a sales item

13391 Automatically convert units for sales item variants when booking

Views

3991Batch activity in the navigator

14925 Expansion of batch activity with move, return job and partial delivery

Project Management

13321 Change job period and move job start and end

10664 Copy or transfer Job Resource Assignment and Assignment Status

13863 Copy Job - Copy Items to a certain partial delivery status

14153 Overbooking warning when moving the Job period if Devices are pre-scheduled

Resources

4342 Automatic Purchase Order when confirming the Resource Assignment

7764 Assigning multiple assignments to a resource

10360 Select multiple resources and at the same time change properties

4124 Consider rates on weekends and public holidays

Bill of Items

7870 Marking in case of price changes within a group

5241 Reload partial deliveries when starting loading/unloading

8305 Rounding to a fixed unit (packaging unit)

7810 Automatically reserve Item

Loading/Unloading

5368 Apply the quantity selected in the barcode field

Calculation

5478 Rounding with multiple decimal places in the Bill of Items and Invoice

12109 Fill days used based on the appointment type

Invoice

1696 Set Invoice to canceled so it no longer appears in Invoice Reminders and Payment receipt

11831 Payment plan option: distributed weekly

11011 Create completed month

13418 Create payment plans also with the Proposed status

Report printing

13055 LL Export options - Report printing with output to e-mail: attachment of a separate file (PDF with terms and conditions,...)

Additions for existing modules

Controlling Center

2658 Linear depreciation

9090 Purchase Invoice Line Item – Automatic application of a changed amount

14895 Copy Purchase Invoice

14782 Define the SEPA export path

14951 Expanding the file name for collective document recording

4367 Cost centers for Sub Categories, Items, Resources and Job Cost types

9103 Change the Cost center in the Sales Job in the Bill of Items

13901 Cost centers for Projects and Jobs (enter Cost centers for users)

CRM

11743 Project attachments: optionally show also attachments from the Project Activities

2914 CRM contact expansions

10714 Invoicing master data address: in ratings change the weather symbol to Rating A-B-C

11150 Change probability entry

12038 Initialize probability

14003 Take the probability into account in the Dispoboard filter

12332 Address checked reset when a subsequent change is made

9702 Sales Manager in the Project

Freelancers

7183 Deactivate Freelancer notification, but maintain status

Time Card

9096 Determine GPS GEO location data for a cellphone/browser when logging into time recording via a cellphone

14499 Work time recording for multiple persons - also for PERMANENT employees

Web App/IPhone

14709 Create/edit free lines in the WebApp

15284 Freely configure WebApp Dashboard views

Webshop

13461 Display Webshop Live availability via the WebApi

Workflow

12922 Purchase Invoice Workflow - Set release status for all line items

International Pack

5509 Total view in the Bill of Items switchable from metric to imperial

Further modules & specials

Commissions

4319 Agent commissions

14485 Commission calculation for Items and Price List selection

14752 Checkbox in the Bill of Items to decide for which Items the commission should be calculated

15415 Copy commission rate from another address/agreement

Job cost calculation tool

9528 Job cost calculation tool

Subsections

4318 Subsection

13329 Query when changing the responsible manager for the Project if it should apply to all Jobs

14525 Subsection: Adapted progress overview

Means of transport scheduling

8312 Means of transport - assign Items to Vehicles

15403 Means of transport scheduling in the Bill of Items by Drag&Drop

15485 Remarks field in means of transport scheduling

15470 Moving means of transport to other Partial Deliveries with already assigned Items

Teams

11336 Group teams and filtering for them in the Resource Plan

Multi-Job

13963 Multi-Job unloading Project

Pre-/Post-processing

7720 Pre-processing and post-processing Items

14331 Availability calculation on the basis of the current loading and unloading status

UPS interface

13616 UPS interface

Mobile Scanner

13693 Assigning Multi-Level transport containers

13694 Items as transport containers for temporary use (hide the transport container loading query)

14501 Assign already loaded Devices to another transport container

14906 Unloading Devices without a Job reference

13533 Temporary barcodes for sub-rental Devices

13748 Preparation Scan

14595 Reload Items

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