---
title: "4.00.515 BETA Version"
canonical: "https://wiki.soft1.eu/space/SS5EN/blog/189273530/4.00.515%20BETA%20Version"
format: markdown
---
# New Specifications – Brief Description

## General

- The size of “Workstation” field has been increased from 16 to 25 characters.
- Customer display. A delay can be set so that in the customer view the item value and the total sales value, are available for the customer to see, alternately. This feature is applicable to cash devices that are fitted with a screen.
- Company Data Set Up. The passwords for Social Security Organization (IKA) and Taxis are encrypted - these fields are used for Greek localization.

  


## Commercial Management

- <Email import> can now run as a batch job using Template data.
  - The job toolbar provides the options: “Run” and “Template data”.
  - This batch job can be scheduled through S1 Scheduler.
  - By selecting "Run", this job checks emails and imports them into the system.
- In trading parties’ branches, there is a new button in order to automatically transfer the customer data to the branch.
- In General Stock Reports there is a new report:"Variation Trial Balance"
- The Contract of the document has been included in the available conditions of Pricing Policy Rules (for both Sales & Purchases).
- “SN code format” field size has been increased from 30 to 50 characters.
- In "Guarantees per SN" master file, two new fields have been added: Customer and Supplier branch.
- In Sales Documents Printout Forms a new calculated field has been added in order to provide the Bonus Card total points.
- When issuing a gift voucher, based on the amount of points, the validity and expiry dates of the voucher are automatically updated based on the value of the field Guarantee (months)in the Items file. The issue date of the corresponding document will be used as value for the ‘Valid Date’.
- The new Sales parameter "Automatic points redemption" has been added. If selected, when customer points reach the required amount, the system does not display a message about redeeming points – instead, redemption takes place automatically.
- A new page has been added in bonus cards where customer points and redeemed customer points per system user and time period are displayed in the form of a pivot table.
- In Lots there is a new report called "Negative Lot Balance".
- A new Expression Term is available in Credit Control:<DTURNOVR– calculating the turnover for the last 12 months>
- For the batch job: “Update Sales Prices” and specifically for updating the Items’ Alternative Prices, the following new calculation methods are available:
- Last purchase price of ordinary supplier and current values- markup items pricing category
- Ordinary supplier agreement price, current values- markup items pricing category
- Cost price - markup of item pricing category
- Cost prices and given percentage
- In Columns design for Sales and Purchases documents the following fields were added:
  - "Lot Code 1"
  - "Lot Code 2"
  - "Comments 2"
  - "Salesperson Surname"
- In Credit Notes lines the option of excluding zero value lines was added.
- In “Items Statistics per Variation" report, value analysis is now available.
- In Items View, the size of "Webpage" field has been increased.
- "Lot Trial Balance" report can now be filtered for specific time period.
- In "Cost Price Calculation” batch job all Items default grouping fields are added as filters.
- An invoice can now be included in VIES listing, even when not included in the Intrastat declaration.
- Approvals have been added in CRM actions (soactions). Not approved actions can appear in Calendars (both personal and group calendar) but participant availability will not be checked. A non-approved CRM action cannot have a follow up action, nor use any of the application’s buttons that exist on its form (E-mail, Reply, Forward etc) or be part in any system workflow.
- A new report was added in General Stock Reports: “Variation Statement”.
- When converting Purchase Documents, the Cost Centers in the document’s lines are also transferred in the target document.
- In "Project Statistics" new fields are added for Project Revenues, including or not including VAT values.
- In Sales& Purchases parameters, a new parameter has been added so that, any data recorded in triangular transaction fields will not be deleted in case the trading party of the document is changed.
- In Copy Items and Copy Trading Parties to other Companies, the options: "Insert - Update - Delete" have been added.
- In "Generate EAN Codes" job, new filters have been added for:
  - "Group"
  - "Commercial Category"
  - "Manufacturer"
  - "Brand"
  - "Model"

- When a Trading Party is selected, in Payments and Collections documents, their Business Unit is retrieved.
- In User Access Rights, the task to create a local installation was added.
- Cash expenses can be exported to .xxf file format.
- Contract Management can also be used for Supplier contracts.
- In Exchange Rates Profit and Loss job for Cash Accounts, two different dates can be selected:
- The first one will define the exchange rate which will be used for the exchange rate differences to be calculated
- The second one will define the date when the Exchange Rate profit/loss document will be recorded in the system.
- In Parameters/ Peripherals-Hardware/ Workstations in page: <Telephony/Cards Mechanism>the field “POS Type” and the flag “Posting upon approval” have been added.

If this flag is selected, a Retail Sales Document where the payment method is by Credit Card will be automatically saved if there is no unpaid amount.

- In the Retail Documents default screen, the following EDPS related fields have been added:
- “Credit Card Payment”
- “Phone call Approval”
- “Amount”
- “Installments”.

These fields will only appear if a Workstation is set up in order to operate witha credit card POS.

- Bonus cards are now transferred to documents with conversion.

## Financial Management

- In cheque transactions, a special validation is now performed. This validation prohibits recording cheque transactions on a date earlier than the one that the cheque was originally recorded in the system. This validation is activated by the selector.
- Cheques document Series Types, as well as cheques Transactions, can now be copied to other companies.
- The new report "Collections & Payments Statistics" has been added, in which Wire transfers are also included.
- In payment terms, in settlement grid, the new column “Beginning date” has been added. The “Beginning date” field has priority over the “Settlement beginning date”.
- In payment terms, the “Loading date” was added as a Calculation method.
- Field item brand has been added in budgeting dimensions.

## General Ledger - Fixed Assets

- In <Accounting Closing Entries> a new filter has been added: Company Branch.
- In Fixed Assets documents lines, the depreciation rate has been added.
- Fields intrastat value, VAT intrastat value & expenses intrastat value have been added in the accounting links of other transactions.

## Production

- In<Consumption Requirements from Production Orders>report, a new filter has been added for the code of Production Order Document.
- Balance check and Lot balance check (FIFO) is performed for non-processed production documents.

  


## Payroll

- New .xml file - Payroll payments for Bank of Cyprus (ISO 20022 XML standard)

## Customization

- Further user defined constraints XU_, XI_, XF_, XR_, can be set in system tables.
- nvarchar custom fields can be used in SQL Server.

#  

# New Specifications - Analytical Description

## Project management, Operations and Resources

In Project Tasks the system user can now record and monitor budget and actual cost for inventory items. There is also a new Project Statement Filter that indicates whether data from document header will be included or data from document lines (exclusively).

**Transfer to Resources**

In Item List there is a new job <Transfer to Resources> which is available in the right-click menu of selected items on the browser. This job creates a new Resource while it automatically updates the following fields: “Materials Module”, “Material” and “Unit Cost/hours”. “Unit Cost/hours” is updated with the period’s cost price of the item.

If a Resource is already connected to an Item the job will simply update these fields.

![image](media://16e4c45a-aeae-402e-9516-23c0eca551a8)

** **

**Project Management and Resources**  
> Macro (inline-media-image)

  


Column "Quantity" has been added in the Task Form of the Project. This column can be used in case this line’s Resource has to do with Materials.

When a Material is used in the line of Resources, then column "Quantity" is activated while "Participation” (rate %) is disabled. On the other hand when the line Resource is an Employee or a Fixed Asset the “Quantity” column is disabled while the “Participation” (rate %) is activated.

If the Resource is Material, the cost is calculated with this function: [Cost = Standard Material cost * Quantity].

If the Resource is an Employee or Fixed Asset, then the cost is calculated with this function: [Cost = Unit cost/Hours* Participation (rate %) * Man-hours].

In order for this cost calculation to run, the user must simply click the<Cost Calculation>button on this screen.  This calculation will only run if the field Cost is zero. In case there is a manual entry in the Cost field value, then this calculation will not run and the line cost will remain as it was set by the user’s manual entry.

When each line’s cost is posted (either manually or through the cost calculation job) there can be a grand total of the cost in all tasks’ lines so that this task’s total cost can be updated.

  


**Recording Resources Actions through project Tasks**

By right clicking the line in the Resources grid, when using the form of the Task of a project, the system provides a set of task types so that the user can create the following action for the project in the same screen.  
> Macro (inline-media-image)



The set of task types that are available when right clicking the line here, are the same that are available when using the Project Button <Save Action>. These task types have been set in Actions and CRM parameters/CRM Entries/User settings.

  


**Project Statement**

In Project Statement there are two new filters: "Commercial transactions Analysis" and "Analysis of Cash Transactions". These filters are activated by selecting "Data from: document header (exclusively)".

##  

## Empty containers/Accessories management

In Stock Management Empty containers/ Accessories can now be traced based on a different logic than that of set items that was used until now.

**Stock Management**

In stock items master file, in page<Measurement, Alternative codes>there is a new grid <Empty containers / Accessories> in which the user can specify the empty containers / Accessories, which are connected to this specific item, along with a relation between units of measurement.

![image](media://8073ceb8-03d1-4e11-8e67-a9f71d432cca)

**Sales Documents**

In Sales documents, in page <Commercial> there is a new parameter "Discount allocation on Empty containers". This parameter allows the user to decide whether the discount value in the Sales Document will also be allocated to Empty containers in the documents’ lines.

On the sales documents lines, if the "normal" Items which are connected to empty containers are selected, the empty containers are automatically added with the quantities defined in the Item Master file.

The quantity relation is not strict, so the user can alter it in the sales documents lines.

In "Inventory Statistics" you can monitor the Empty Containers balance per customer.

Moreover, these Empty Containers lines can appear in separate lines of Sales Documents Printout Forms.

##  

## Outlook Connector

The following instructions apply to the connection of Soft1 with Outlook Office versions 2010 and later (32bit - 64bit).

**Installation / Configuration**

In order to connect Soft1 with Outlook you should first install the Add-on files from:

 System Settings > Tools >Soft1 Add-ons >Soft1 Outlook.

![image](media://7000426e-ef5a-4fbd-ace4-1464d476afd4)

After installing theses files in Outlook a new tab shows up: **Soft1 CRM**. Go to Connect icon.  There you will be able to set the parameters of your connection.

![image](media://e86a0d15-6d14-4f15-b21b-6eae0c6b1de1)

![image](media://6d9d9860-102b-4cca-b08c-e1aa31b17d81)

In the connection parameters: the installation folder, the database connection, the application user and password, the company code and the branch have to be defined.

![image](media://79cd14eb-a81f-4fa0-bb57-b6456b27ce97)

In Soft1 parameters menu from Actions & CRM > Connections >Outlook Connector setup, you have to define the settings and the Synchronization Method that Soft1 and Outlook will use in order to synchronize data.

Specifically:

<<u>**Updates**</u>>

- Save email: Full mail, Only data (meaning: mail address and Subject), Data and body
- Linked records: choose whether the already existing system entries will be reupdated.
- Series - Email/Appointment/Task/Call: select the task that will be used in order to save this Outlook task in Soft1 CRM.
- View: select the view/form that will be used in order to save this task in Soft1 CRM.

<<u>**Synchronize**</u>>

- The time period for which the CRM records will be synchronized.
- The tasks that will be synchronized (appointments, tasks, emails etc) and
- The synchronization method (from Outlook to Soft1 CRM, from Soft1 CRM to Outlook or 2-way sync).

<<u>**User settings**</u>>

This is where parameters per–user can be set, defining which Series and View/Form will be used in order for each task to be recorded in Soft1 CRM.

###  

**Operation**

Through Outlook and Soft1 CRM the following options are also available:

![image](media://54627b8b-d941-4f85-9436-b913039d4ae3)

- **Archive: **The user can select specific emails and select Archive. These e-mails are imported into the system according to the previously set parameters.

When selecting "Archive" the email is displayed using the View/Form with which it will be recorded in Soft1.

By selecting "Connect to/ (screen)" the entry to be archived is linked to an already existing entry. i.e. by selecting "Connect to" ,a new screen appears so that the user can select the already existing system entry to which the new archived entry will be linked.

- **Synchronize**: During the synchronization process all the records that have already been recorded in the system are checked and reupdated.
- **Follow Up**: The selected task will be recorded as a meeting / general task / phone call / sales opportunity and not as an email.
- **Related record**: By selecting an e-mail and <Related Record> the Soft1 related entry is displayed.
- **Unlink**: this action deletes the link between the selected recorded entries in Soft1 (but not the entries themselves).
- **History of Actions**: displays the selected Actions’ history
- **User- Group Journal**: displays User/ Group journal

  


<u>**Important Info:**</u>

All Soft1 CRM toolbar actions (apart from User-Group Journal), are available by right clicking on Outlook Tasks.

![image](media://ea486598-9c2c-45e3-a50a-0a8289585836)

Synchronization of tasks and appointments, synchronizes existing reminders as well.

When creating a new email using the option "Send and Archive" both actions are simultaneously executed.

When creating a new email using the option "Addresses" a search is performed against emails in Soft1 Contacts, Employees, Customers and Suppliers.

Synchronization cannot synchronize records that have been deleted. For Example: if a Soft1 contact is deleted and the corresponding Outlook contact is not deleted, during the next synchronization from Outlook to Soft1, this contact will be created again in Soft1.

In a client/server installation, for the client you have to create a PARAMS.CFG file incorporating HOST:XXX.XXX.XXX.XXX

  


## SOFT1 Script Editor Improvements / Additions description

### Function Panel

In the right part of the screen we can see all the functions included in the script. By clicking on a function name the cursor is relocated at the starting line of the selected function (Image 1.1).

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| ![image](media://5a810c5a-4891-41ab-a86d-1f232f4b9d6b) |
| Image 1.1 |

** **

  


### Find all

The “Find all” button for *Text Search *(Image 2.1), in the lower part of the screen, displays in a separate window all the results of a search. By clicking on any result the cursor is relocated at the relevant line (Image 2.2).

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| ![image](media://0c5c18f1-c166-4767-89ca-c38702be3692) |
| Image 2.1 |
| ![image](media://fa8a16ce-912a-4eb7-909c-8d0ba0963909) |  |
| Image 2.2 |  |

### ** **

### Autocomplete SOFT1 List

Autocomplete is available by using the key combination *Ctrl & Space*. This key combination has different behavior according to the position the cursor is situated at usage time and the selected editor script (S1 Script or Javascript), if any.

#### Form Scripts – JavaScript

Using *Ctrl & Space* while an empty line is selected (no code is typed on this line) will cause a list of events to pop up (Image 3.1).

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| --- |
| ![image](media://39a20a0f-36d4-4031-877c-4c55d29dbd45) |
| Image 3.1 |

  


Using *Ctrl & Space *after typing “X.” will cause a list with all functions available for the X object to pop up (Image 3.2)

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| --- |
| ![image](media://8955a655-800e-4031-bbda-6925c3d5e83f) |
| Image 3.2 |

Using *Ctrl & Space *after typing “SYS.” will cause a list of X.SYS internal functions to pop up (Image 3.3).

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| --- |
| ![image](media://b07ea59b-1f7a-4085-9f92-ec9c8f05050d) |
| Image 3.3 |

  


  


Using *Ctrl & Space *after typing“.” on objects other than “X” or “SYS” will cause a list of functions related to datasets to pop up (Image 3.4).

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| --- |
| ![image](media://fd562b21-d7c1-4744-838b-50d097ed8877) |
| Image 3.4 |

#### S1 Scripts

Using *Ctrl & Space *on an empty space will cause a list of all available functions to pop up (BuiltIn, ModuleIntf, Pilib, SysRequest) (Image 3.5).

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| --- |
| ![image](media://2de11f56-eb88-4021-b9bf-896509ea19f3) |
|  |

**Other Uses**

A list of the functions related to the following libraries will pop up when *Ctrl & Space *is used aftertypingtheir name and a dot (.):

- ModuleIntf
- SysRequest
- PiLib

Using *Ctrl & Space *after typing “SYS.” Will cause a list of X.SYS internal functions to pop up (Image 3.3).

### Keyboard Shortcuts

The following table contains a list of all keyboard shortcuts available while working with SOFT1 Script Editor.

|  |
| --- |
| **Keyboard Shortcuts** |
| **Ctrl-Space** | Launch SOFT1 Autocomplete List |
| **F12** | Go to function definition |
| **Ctrl-/** | Toggle Comments |
| **Ctrl-C** | Copy |
| **Ctrl-X** | Cut |
| **Ctrl-V** | Paste |
| **Ctrl-Z** | Undo |
| **Ctrl-Y** | Redo |
| **Ctrl-A** | Select All |
| **Ctrl-F** | Launch Find Dialog |
| **Ctrl-H or Ctrl-R** | Launch Find / Replace Dialog |
| **Ctrl-G** | Launch Go To Line Dialog |
| **Ctrl-Shift 0..9** | Set Bookmark |
| **Ctrl- 0..9** | Go to Bookmark |
| **Ctrl-D** | Duplicate Current Line |
| **Ctrl-Shift-L** | Delete current line |
| **Ctrl-Delete** | Delete to the end of the word |
| **Ctrl-Shift-Delete** | Delete to the end of the line |
| **Ctrl-U** | Convert selection to lower case |
| **Ctrl-Shift-U** | Convert selection to upper case |
| **Ctrl-T** | Switch the current line with the previous line |