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July / August 2020

Simplified purchase management thanks to the addition of the contract number!

To facilitate the identification and management of purchases the contract number has been added in the 2 tables: Manage Purchases and Monitoring purchases!

The export to Excel of purchases has also been updated.

 

Reporting

CONTRACTS OVERVIEW - DEVELOPMENT OF THE EXPORT FLAT-FILE TO EXCEL |  Warning: 14 new columns have been added in the flat-file Excel export.

  • customer type
  • customer group
  • segment
  • sector
  • project type
  • project categorie
  • BU project
  • contract type
  • contract categorie
  • BU contract
  • assignments
  • admin officers
  • project managers
  • sales men

Another change: the "result" line has also been added in export, when the Contracts Overview is used in a comparative valuation (example: Production VS Billing).

CONTRACTS OVERVIEW - NEW OPTION "EXCLUDE REMAINING PRODUCTION" | Addition of an option on the Contracts Overview to exclude the remaining production generated by the application. Now you can see your production without taking into account the remainder.

CONTRACTS/PROJECT DASHBOARD - PERFORMANCE IMPROVEMENT | The calculation methods have been reviewed and made more reliable: calculations are faster.

Updates

TRAINING CONTRACTS - PRODUCTION CLOSING | The production closing now integrates the intercompany and intracompany training contracts.

BILLING - NEW MODELS | Addition of 2 new invoice templates: numbers 26 and 27.

Corrections

IMPROVMENT OF TRANSLATION | Translations in Reportings have been improved (in English and Spanish) and also in the vacation validation email.

GED PERFORMANCE | The performance of the electronic document management has been reviewed. Adding and viewing attachments is now faster.