New reports for specific analyses have been provided:
Checklist article prices
Credit note overview
Status change agreements
Comparison of turnover bases per branch
Scale attainment (distribution)
New function for growth agreements
With the new criterion “Minimum turnovers previous year”, it is possible to check at organisation level whether a minimum turnover level was reached in the previous year – only then the organisation is included in the growth agreement.
Enhancements to the free data fields on agreements
The agreements additional data can now be copied when copying agreements. With an auto renewal, free data fields of type “Date” can be automatically set to the next year if they are provided with an appropriate flag.
Data field groups within the agreement can now also be assigned to organisations so that specific values can be stored for individual companies or branches.
Description to data fields
A supplementary explanation can be entered for data fields in the “Description” field. In the course of entering data fields in the “Additional data” tab, the respective field description is displayed in the form of a mouse-over note for explanation.
Supplier currency change
It is now possible to select a list of suppliers and perform the supplier currency change for all selected suppliers. As part of the euro changeover in Croatia, it was thus possible to change over all relevant suppliers in a single action.
In order to prevent changing the master data for the supplier currency without converting all relevant amounts, it is no longer possible to edit the currency without changing the currency.
It is now possible to configure whether the assignment of suppliers to supplier groups must be unique. If this configuration is activated for a group, a supplier can only be assigned to one supplier group at a time. The time dependency of the affiliation is taken into account. This means that a supplier can be assigned in more than one group as long as the validity of the assignment does not overlap.
Versioning of organisations
A change history, analogous to the supplier, is now available for organisations.
Clicking on a previous version leads to the view of the selected version. The selected version is displayed as an appendix to the organisation name in the title.
Optimisation of the display of contract texts
In case of using bullet points, the entire paragraph is now displayed indented under the bullet point.
In a contract, a page break can now be set before or after a chapter or text. This can be set via a selection at a contract chapter or contract text.
Contract dispatch by e-mail and tasks per status
When sending contracts, both contact persons and BONSAI users can now be specified as recipients, CC recipients or BCC recipients.
The contact persons of the supplier who have set the same purpose as the contract type are preset as recipients as well as the BONSAI user as CC recipient.
A “Reply-to” address can now be stored at the contract type, which will be preset when sending the contract. If no address is stored at the contract type, the field “Reply-To” will be preset with the currently logged in user when sending the contract. It is possible to edit this e-mail address.
In a contract state, it is now possible to configure that a task is created for a person or a group. This task is generated as soon as the contract changes to the respective status.
BONSAI Partner Portal: Deadline for contract acceptance
For contract acceptance via the BONSAI Partner Portal, an acceptance period can be defined individually for a contract. After reaching the time, a contract can no longer be signed in the portal.
Once a contract has been created and sent, the Partner Portal sends an e-mail reminder to the contract recipients to sign the contract by the acceptance deadline.
Deduction levels: Agreements from previous levels are automatically included in the settlement
Previously, when using deduction levels, users had to ensure that they either settled and debited the agreement at the higher levels first, or at least valued these agreements with in the run so that agreements at lower levels were reduced.
Now it is automatically ensured that all relevant agreements from previous levels are taken into account in the settlement run.
Proportionate valuation of agreements during the year
With this new feature, scales with absolute agrements value (except per unit agreements) are also distributed proportionally over the term during the year, if this has been activated in the configuration.
Previously, for fixed-amount agreements, revenue was allocated on a straight-line basis to all periods (months or quarters) that overlapped with the term of the agreement.
Alternatively, it is now possible to allocate fixed amounts to the exact day based on the term of the agreement within the period.
Previously, growth agreements could not generate results per period. This has now been made possible. It is not relevant in which period the growth was achieved, but rather that the revenue is allocated to the periods according to the terms and turnovers.
Adjustments to the forecast: turnovers after reporting date taken into account
The turnover forcast extrapolation can be adjusted via the configuration so that existing turnovers after the settlement date (usually last day of the previous month) are also taken into account. This ensures that all existing turnovers are used for forecasting.
SAP IDOC information per invoice issuer
Identification data required for generating posting interfaces (S05) in SAP IDOC format can now be administrated directly on the invoice issuer in the administration area.