5.2.0 revision

In the following search screens, the Created by criterion was added in order to search for objects depending on their creator:

• Quotations (Management > Sales > Quotations);
• Sales orders (Management > Sales > Orders);
• Deliveries (Management > Sales > Deliveries);
• Sales invoices (Management > Sales > Invoices);
• Quotes (Management > Purchases > Quotes);
• Purchase orders (Management > Purchases > Purchase orders);
• Receptions (Management > Purchases > Receptions);
• Purchase invoices (Management > Purchases > Invoices);
• Events (Tools > Events).

Similarly, in search results of those objects, the Created by column was added in order to display the user code of the creator of the object.

When viewing an issue on Agile Factory (Board and Backlog) and on the Help Desk Portal, the Add document frame was renamed Add document / URL.

Previously, a link could not be added in that frame. Now, a hypertext link can be dragged and dropped on the frame and it will then show in the list of linked documents of the issue.

The added link can be opened in a new tab:

• By clicking on it from the list of documents.
• By going to > Open link.

From the activity feed of the issue on the Help Desk Portal, the link can also be opened through the icon next to the link.

Previously, account numbers always needed to be entered in the IBAN format, which excluded for example US account numbers.

The NO_CONTROLE_IBAN management rule was then added. When it is enabled, IBAN input checks are disabled in order to enter account numbers that do not necessarily match the IBAN format.

The IBAN can be entered in the following locations:

• On customers (People > Customers/Prospects), in the Finances tab;
• On suppliers (People > Suppliers), in the Finances tab;
• On employees (People > Resources (Employees and Subcontractors)), in the Bank details tab;
• On sites (People > Sites), in the General tab;
• On cash journals (Tools > Setup > General setup > Accounting > Cash journals).

The CatchMail can now be used to upload documents and link them to management objects.

To use this feature, you need to send an email to the email address configured to process the CatchMail and the email subject must contain the following elements:

• The numbers of objects and third-parties to which you want to link the document, in the #OBJECTNUMBER format for an object (ex: #CC2312345) or in the @THIRDPARTYCODE format for a third-party (ex: @ABCDE)
• The following expression in lower or upper case: *doc*

For example, you can enter #CC2400003 *doc*. Then, attach the document to upload.

Once the email is sent, the document will be uploaded and linked to management objects and third parties entered.

In the setup of management rules (Setup > General setup > Special parameters > Management rules), the LOT_VENTE, LOT_ACHAT, SLOT_VENTE and SLOT_ACHAT management rules are used to make entering phases and sub-phases mandatory in sales and purchase management objects.

Previously, in Management > Sales > Intra-group rebilling of expenses and timesheets, lines of invoices generated when rebilling could only be grouped by project, and not by phase and sub-phase. If one or multiple management rules were enabled, then sales and purchase invoices could not be generated because the phase and the sub-phase was required on the lines but could not be entered.

Now, when one or more of the management rules are enabled, in the intra-group rebilling screen:

• The One line per project option is replaced by the One line per project/phase or One line per project/phase/sub-phase. If that option is used, lines of generated invoices are now grouped by project/phase/sub-phase and no longer by project.
• The One line per employee and per project option is replaced by the One line per employee and per project/phase or One line per employee and per project/phase/sub-phase option. If that option is used, lines of invoices generated are now grouped by employee and by project/phase/sub-phase and no longer only by employee and project.