5.6.0 revision

DMF	0201** SALES CUSTOMER * 0401** PURCHASES SUPPLIERS * 0901** ADMINISTRATOR SETUP SETUP 1914** WEB PORTAL OPPORTUNITIES *

On the customer (People > Customers/Prospects) and supplier (People > Suppliers) record sheet, the SIREN n° field (General tab > Identity section) is optional. From now on, the SIREN n° field can be made required.

The Customer and supplier type setup menu has been added and is available from Tools > Setup > General Setup > Cross-cutting > Customer and supplier type. When the SIREN required box is checked in the setup of a customer and supplier type and the Type is specified on a customer or supplier record sheet, the SIREN n° field becomes required (General tab > Identity section) on the record sheet.

The Type field has also been added in the following screens:

• the supplier and customer record sheets (Marketing tab > Statistical Information section);

• the customer record sheet on the old Web Portal > CRM module > Organisations & Contacts menu.

Furthermore, the Supplier type, Customer type and SIREN required columns have been added in the customers and suppliers search results.

One can also modify by batch the Type field, from the customers and suppliers search results.

The TYPE_CLIENT and TYPE_FOURNISSEUR columns have been added in the customer and supplier import templates (Management > Imports then People > Customers and Suppliers).

DMF	04**** PURCHASES * * 0415** PURCHASES EXPENSE REPORTS *

New controls are available for the employees expenses.

Expenditure type setup

On the expenditure type setup screen (Tools > Setup > General setup > Expense reports > Expenditure type), the Controls section has been added.

For more information about the controls on the expense types, see Setting up controls.

New columns in the search results of the expense reports on the Desktop Application

In the search results of the expense reports (Management > Purchases > Expense report), the following columns have been added:

• Duplicate expense on the same employee
• Duplicate expense on another employee
• Expense on a day off
• Expense on a leave day

These columns are specified by:

• Yes if the control detects a duplicate or an expense on a leave day / day off;

• No if the control detects nothing or is not set.

These columns have also been added to the details of an employee expense report (My Akuiteo > My expense reports > Expense report tab).

New Web Portal and Akuiteo Mobile

In the expense report screen of an employee (Web Portal > Expenses reports or Akuiteo Mobile > Expense reports), when an expense is created twice (by the employee or by another employee), the corresponding icon is displayed on the expense line, on the left of the expense amount:

• - Indicates that a similar expense has already been saved for this employee.
• - Indicates that a similar expense has already been saved by another employee.

In the validation screen of expense reports (Manager > Expense reports) and approval screen (Manager > Approvals), the Indicator column has been added. When an expense is in duplicate on a day not worked or on a day with a leave request, the corresponding icon is displayed on the relevant expense line:

• - Indicates that a similar expense has already been saved for this employee.
• - Indicates that a similar expense has already been saved by another employee.
• - Indicates that an expense has been made on a day off of the employee.
• - Indicates that an expense has been made on a leave day of the employee.

DMF	0415** PURCHASES EXPENSE REPORTS *

In the setup of an expense type (Setup > General setup > Expense reports > Expenditure type), a refund threshold for expenses can be specified in the Thresholds section. When this threshold is exceeded on an employee's expense, the amount past the threshold is not refunded.

Previously, after creating an expense for which the amount exceeded the threshold, the refund threshold could be modified directly from the expense when the threshold was by expense (not daily). Then the amount exceeding the threshold could not be refunded.

Now, the threshold can no longer be modified directly from the form of the expense. Instead, the Authorize exceeding threshold option has been added and can be accessed:

• from the Desktop Application by going in the expense report in modification mode (Management > Purchases > Expense report) then by right-clicking on the line of the relevant line > Authorize exceeding threshold. The option requires the DMF 041516 PURCHASES EXPENSE REPORTS THRESHOLD.

• from the new Web Portal > Manager > Expense reports, by clicking on the icon on the line of the desired expense. The option requires the new DMF 190807 WEB PORTAL EXPENSE REPORTS VALIDATION MODIFY REFUNDED THRESHOLD.

The option displays a window on which you can specify the new authorized threshold on the expense. This modification only applies to the relevant expense and only affects the threshold by expense. The daily threshold then remains unchanged.

This option is only available if:

• The expense report is not validated.
• The expense is neither approved nor denied.
• The amount of the expense exceeds the threshold by expense (not daily).
• The expense report profile of the employee does not ignore the threshold of the expense type.

DMF	19**** WEB PORTAL * WEB PORTAL 25**** PROJECT * * 26**** HELP DESK PORTAL * HELP DESK PORTAL 28**** PURCHASE PORTAL * *

The option to reset search criteria has been improved in the search screens of the following web portals:

• Purchase Portal ;
• New Web Portal;
• Help Desk Portal ;
• Project.

The Reset option has been added at the bottom of the advanced search window. Its behavior is the same as the icon from the search screen. It allows you to return to the default values in the search criteria.

Furthermore, the behavior of the reset option is now different when a saved search is selected. Previously, the option used to reset all search criteria. Now, it applies the values from the saved search again.

DMF	24**** AGILE FACTORY * AGILE FACTORY 26**** HELP DESK PORTAL * HELP DESK PORTAL

Previously, clicking on the name of a document other than an image, a PDF or a hypertext link opened an empty preview:

• on the Help Desk Portal > Issues > Linked documents section and the activity feed of the issue.
• on an issue in Agile Factory > Board or Backlog.

Now, if the document is different from an image, a PDF or a hypertext link, the document is downloaded directly when clicking on the name of the document, instead of opening the empty preview.

DMF	0901** ADMINISTRATOR SETUP SETUP 0601** PROJECTS * * 02**** SALES * *

The intra-group rebilling allows you to rebill employee working hours to another internal or external company.

From now on, other valuing methods than the employee's daily sales price can be used.

Projects options setup

In the projects options setup, available from Tools > Setup > General setup > Project > Projects options, the Intra-group time valuing method section has been added and contains the following options:

• Daily sales price of the task;
• Employee's daily sales price;
• Share sales price;
• Project shares sale price.

New fields added on the employee record sheet

On the employee record sheet, available from People > Resources (employees and subcontractors) > Employee tab > Values section, the following fields have been added:

• Internal subcontracting daily sales price - Internal project;
• Internal subcontracting daily sales price - External project;
• Group subcontracting daily sales price - Internal project;
• Group subcontracting daily sales price - External project.

They allow you to specify the employee's daily sale price in the context of intra-group rebilling, depending on the relevant project. Furthermore, these fields have been added to the History tab of the employee record sheet.

These fields are also available for the modification of multiple employees from the search results (People > Resources (employees and subcontractors)), available by clicking on the icon.

Columns added to imports templates

Along with this addition, the PRIX_VENTE_JOURN_INT_INT; PRIX_VENTE_JOURN_INT_EXT; PRIX_VENTE_JOURN_GRP_INT and PRIX_VENTE_JOURN_GRP_EXT columns have been added to the following imports templates:

• Employees import template (Management > Imports, then Resource > Resources (employees and subcontractors));
• Status history (recovery) import template (Management > Imports, then Resource > Status history (recovery));
• Employees status histories import template (Management > Imports, then Resource > Employee status histories).

Intra-group rebilling according to the new time valuing methods

In the Projects options setup, one can select a time valuing method different from the one selected for the time-based billing. The following columns are now calculated according to the intra-group time valuing method:

• Reference amount;
• Hourly price;
• Daily price.

In the case of a time valuing method based on the Employee's daily sale price, the amount to re bill to the relevant company will be the amount specified on the employee record sheet and will also depend on the project type (internal or external) as well as the subcontracting type (internal or external).