--- title: "3.10 - New Specifications Version" canonical: "https://wiki.soft1.eu/space/SS5EN/blog/189274079/3.10%20-%20New%20Specifications%20Version" format: markdown --- ## Key developments in Milestone  310 version ### Desktop Major changes in the Soft1 Desktop environment.  ### Trading Parties **1104 Aging Balance Report** Improved printing time of the Aging Balance Report upon execution with preselected filters. **1341 Calculation of settlements per document** Functions have been developed, calculating the actual time of settlements per document, sales/purchases. **1483 New functions in documents** Unsettled/Unpaid values and average payment period functions have been added to the documents **1644 Unsettled/Unpaid trading party documents      **  Ability to print the grid displaying Unsettled/Unpaid documents regarding trading Parties (Customers/Suppliers). **671 Display Customer installations through Related jobs** “Installations” has been added in the Related jobs. **Financial data Display of trading parties.** Ratios have been added in the financial data sheet of the Trading Parties. They are updated by clicking the hyperlink [Calculate Ratios] and not upon display execution. ### Financials **1583 Terms of payment based on days of the detail line**  In the payment method for trading parties, ability to define installments based on the days from the detail line of the document (field  INSTALMENTS)  ### Credit Cards **540   Credit cards control system ** Embedded credit card control system for the complete monitoring of credit card installments and expected settlement dates relevant to the bank’s statement (extrait). ### CRM  The CRM module is now available from Version 310. This module extends the functionality of the SOFT1 application providing corporate business communications and services to Customers in a unified framework. In summary the CRM module comprises of: - Call management  – appointments – jobs - Sales opportunities - Group journal - Personal journal - e-mail – import/export with Ms Outlook ### Business Processes  **1422 Action Card ** A filter has been added to the role – Order placed by / Operator – of the person to the questions of indirect card actions. **1185 Actions continued.** A job has been added transforming actions to another series by right clicking on the action browser. The actions transformation is entered in the action log history available in the Related jobs. ### Pricing Policies – Credit discounts 1175 Credit discounts due to turnover Upon document creation from credit discounts due to turnover, the business unit is automatically updated, located in the items card (if it exists).  36 Agreement rules and pricing as a percentage In the fields denoting agreements there is an option “Price configuration”. This option must be set as price value and a corresponding percentage to be added respectively.  191 Batch execution for changing alternative prices based on markup  The job “change markup prices” to also change the alternative prices for wholesale-retail. 446 New condition "Usual Supplier" in the agreement rules         The condition [Usual Supplier] has been added to the agreement rules purchases – sales 1271 Hyperlink job for the locking/closing of dates when similar entries appear in one price list  Closing/locking of inactive dates has been added in the pricing policy rules.  1256   Credit discount rules The “scale field” in the credit rules is displayed as mandatory. 1454 Branches-SalesdiscountcreditsΠιστωτικά  The parameter [Issue to imports branch] has been added in the Sales - General parameters. Upon selection of this parameter the credit documents are created with the series defined for the imports branch (login branch). In other cases, the credit document will be issued with the series defined for the branch e.g. if a customer is allocated to the head office, it follows the series of the head office. 1473 Credit discounts based on trading party agreement The parameter [Independent Customer Agreement] in Sales-General parameters has been added.  If you select [Yes], the calculation will be done for all the credit rules. Else, the calculation will be done only with the rule that exists in the data card of the trading party. 1573  Canceljobforcreditdiscounts         In the cancel job for credit discounts, Customer selection filters have been added for the case whereby the job creates sales documents.  109 Field [Turnover Credits] in the items A field in the items card has been added which defines the contribution model for the calculation in discount credits. Specifically, defines whether the item will contribute only in with the percentage discount or will also consider the discount value. 1352 Discount credits calculation due to turnover For the calculation of discount credits there is now the capability to include the document discounts. ### Services 122 Cost center accounts In the Services 5 new fields have been added for cost center accounts. 548 Printing analytical balance for Services An analytical balance report in the Services module has been added similar to the inventory report.   ### Orders - Sales – Purchases 1248 Field «Transformed to» in document browser An optional field has been added in the design browser and documents printing which contains the information of the documents to which the document transformed. 1544 Credit card number in the documents         The relevant field has been added in the retail document printing forms.  756 Transactions journal sheet   Editing capabilities in the filters for the transactions journal sheet in order to provide greater flexibility during its design. The filters are now available for all the transactions which can update with positive or negative prefix. Warning! The standard data of the report must be redesigned. 436  Document cancellation Sales/Purchases The option [Cancel Document] is renamed to [Undo transactions] in order to avoid the confusion with the cancel job with cross-entry.  1034 Accounting report Purchases - Sales Self-shipments have been added in the "Accounting report", as well as in sales and purchases for easier “agreement” between the commercial and accounting entities. ### Mailing invoices with Fiscal signatures The Soft1 product now supports fully automated electronic mail delivery of invoices. The invoice issued is automatically sent to the receiver by e-mail in pdf form.    ### Forecasting Purchases-Sales 834 Editing document forecasts The documents that are automatically created by the job Forecasts Purchases/Sales cannot be edited.    ### Receivables – Payments 918 Batch selection of cheques to cash documents of cash accounts The number [from - to] has been added in the filter selection for batch cheques selection. ### Manufacturing 614 Code filter in the production orders                 In the columns of the production orders a code filter has been added. 781 Locking of dates for production documents that have not incurred costing         The locking of production documents is also applied to the production documents that have not incurred costing. 922 Printing of the official specifications book         A production date period filter has been added and a flag for the bill of materials indicating their activity during a defined period. 1338  New filters for the print report «Cost Variances based on Bills of material»  Filters have been added in the selection of costing items(data) for the print report.  1522 Summary- official specifications book         A price and a value have been added in the items of the final product. Furthermore, the specifications book can also be retrieved by the associate code.  1351 Print report  «Raw material participation» Filters for the finished product have been added in the «Raw material participation» ### Account opening job  A dialogue parameter has been added in the job [Open entries] for the execution of the job without having finalized the entries in the previous fiscal year.                  ### Budgeting/Forecasting 1025 Accounting Forecasts The balance has been added in the options of the monitored sizes. 1235 Active accounts for Budget accounting  If an account is select in a budget/forecast accounting scenario then the budget data displays only the active accounts. ### Activity Based Costing 816 ABC Fixed assets analysis        ### International transactions 112 Intrastat report The official values from the Statistics bureau are available in the fields Nature of Transaction and form(mode) of transportation.  Related files & documents - Documents entry browser - Browser with connected entities with the file entries. - Tab has been created to host documents directly for the company’s entities: Customers, Suppliers, Debtors, Creditors, projects, items, services, people, contacts, employees. - Interfacing capability of record / object with an already saved document of another  record / object - Batch document entries capabilities and their interfacing with entities:  Customers, Suppliers, Debtors, Creditors, projects, items, services, people, contacts, employees. Right click on the browser.. - Ability to add a custom tab for related documents in any entity. ### Advanced customization tools Database designer The following capabilities have been embedded in the system: - Virtual / View tables - Objects / Dialog & Report Objects - Menu - Strings - Message groups - Scripts 121 Script editor moved to screen configuration The script editor has been moved from the form design to the form configuration. ### User rights – Branches   825  Series for other branches  A tab sheet has been added in the fixed data of the user wherein the user access rights are defined for non administrators in branch series other from the user who logged into the branches form the system (login). ### QLIKVIEW Scenarios Ability to run QlikView scenarios from the client end has been added, without the need to have direct access /connection to the database server. Note:  With regards to the execution of QlikView files, there is a possibility that an issue may arise if at the user station there are folders with older application editions. In this case the issue is solved by registering the new OCX used in the 310 as follows:    - Locate the Qlikocx.ocx file in the 310 folder. - Right click and select  “Register” - If the “Register” option is not available, then select “Open with” and locate the file regsvr32.exe which is found in the “System32” folder of Windows It must be noted that after this procedure the OCX previous to 310 versions will no longer be supported. In other words, if we want to run QlikView scenarios correctly with 209, the above procedure must be repeated for a 209 installation.  ### Scenario analysis Customer buying behavior The new powerful analysis tool for Customer buying behavior has been embedded in the Soft1 program. The homonymous Qlik View application – ready and without the need of the slightest configuration – provides information for the ustomers buying behavior. (e.g What other products are purchased for all that that purchase product X or one or many product categories). ### International editions 1120 Bulgaria – Statutory specifications The job [Update Cost of goods sold from Sales] is now also available for the companies with Bulgarian statutory specifications