Changelog smartProject – Release 67

Released: 2023-09-13
App Version: 22.5.10679.5

ID 13748

ID	Typ	Bereich	Titel	Externe Referenz
13748	Problem	smartProject	Resource capacity is missing in monthly working time models	6776

Details

If a monthly working time model is assigned to a resource, no capacity is created with the “Automatic capacity distribution” function. This is wrong, because deployment planning for these resources is not possible
- This has been corrected.
  - The automatic capacity distribution works correctly if monthly working hours are set in the working time model.

ID 14529

ID	Typ	Bereich	Titel	Externe Referenz
14529	Problem	smartProject	Applications to superiors can be freely chosen

Details

If you create an application, the supervisor is taken from the employee card. However, it is still possible to enter anyone else as a supervisor. Among other things, it is possible to approve the application yourself.
- This has now been corrected
  - If the supervisor is stored in the employee card, the application can be sent to the Supervisors can no longer be changed when applying. This also applies if you change employees and this employee's supervisor is filled.
  - If the supervisor is not filled in on the employee card, the supervisor can can be changed as often as required in the application

ID 14979

ID	Typ	Bereich	Titel	Externe Referenz
14979	Problem	smartProject	Amount for provisional withholding is missing from debtor item

Details

- The “amount preliminary. Retention” from the project card in the “Preliminary Retention” tab is not taken into account when posting to the accounts receivable entry.
  - This has been corrected and the “amount advanced. Retention” is taken into account when posting the invoice to the accounts receivable entry.

ID 15783

ID	Typ	Bereich	Titel	Externe Referenz
15783	Problem	smartProject	Error when billing in the project for deleted project budget lines

Details

If there are budget items in the project items that have already been deleted, these will not be taken into account in the accounting.
- This has been corrected.

ID 16699

ID	Typ	Bereich	Titel	Externe Referenz
16699	Feature	smartProject	Working time recording - employment of external companies - optimization of invoice verification for external employees	8276 8270

Details

Currently, the time recording of employees from external companies and the associated invoice must be done of the personnel service provider must be compared manually.
- The implementation takes place with provisions for purchases of external services
  - In the first step, the resource that is used for the booking must be in the "Resource Card" external services should be activated, the selection External must be made in the "Type" field in the "General" tab
  - In the next step, in the "Resource card" in the "Vendor" tab in the "Vendor number" field. Enter the vendor number of the personnel service provider to which the resource is assigned
  - Furthermore, the accounts "Service access account (interim)" and "Service account (interim)" must be entered in the "Booking matrix setup".
  - With the "Project Purchasing - Orders" function from the "Create consumption of external resources", orders are created for all consumptions of external services that were recorded via the time recording or the project book sheet.

ID 17250

ID	Typ	Bereich	Titel	Externe Referenz
17250	Feature	smartProject	Add favorites at change of day

Details

When the day changes, the saved favorites should be automatically brought into the new day become.
- An adjustment for calling up favorites has been implemented in the time recording. + In the time of day view, when you turn the page to the next day, the favorites are automatically fetched and inserted into the sheet.

ID 17501

ID	Typ	Bereich	Titel	Externe Referenz
17501	Feature	smartProject	Re-sort menu items 2

Details

New arrangement of the menu items "Matrix field calculation", "Assign possible suppliers" and "Indentation to the right" in view "Project budget" - view "Purchasing quantity monitoring"
- In the "Project Budget" view - "Purchasing quantity monitoring" view, the points were
  - "Matrix field calculation" under "Actions" → "Budget",
  - "Assign possible suppliers" under "Actions" → "Budget",
  - "Indentation to the right" – "Actions" → "Lines"
    moved

ID 17790

ID	Typ	Bereich	Titel	Externe Referenz
17790	Feature	smartProject	Conversion of old legacy views (project overview, etc.)

Details

In smartProject, old views (legacy views) must be converted to the new modern views, as with BC23 the legacy views are no longer available.
- All overview pages have been adjusted

ID 18264

ID	Typ	Bereich	Titel	Externe Referenz
18264	Feature	smartProject	double query "post invoice"

Details

When booking unbooked sales deliveries, the query “Would you like the invoice?” book” twice if the query is confirmed with “No”.
- This has been corrected.

ID 18332

ID	Typ	Bereich	Titel	Externe Referenz
18332	Feature	smartProject	Translations DACH	8708

Details

Different employees often use different languages in the databases (either German or English) are displayed in the same areas.
- This has been corrected.
  - The translation errors of menu items have been fixed in the DACH area.

ID 18353

ID	Typ	Bereich	Titel	Externe Referenz
18353	Feature	smartProject	In the cost monitoring view, the percentage of completion is always 0%	8851

Details

Although the percentage of completion has been registered, it is set to 0% in the cost monitoring view
- This has been corrected.
  - If the percentage of completion has been registered, this value is included in the cost monitoring.

ID 18457

ID	Typ	Bereich	Titel	Externe Referenz
18457	Feature	smartProject	Changing the line type is no longer possible after booking	8615

Details

If project bookings have been made, it must no longer be possible to change the line type in the heading in the project budget / HOAI view, otherwise the linked items will no longer be accessible.
- This has been corrected.
  - After project bookings have been made, it is no longer possible to change the line type in the heading in the project budget / HOAI view.

ID 18632

ID	Typ	Bereich	Titel	Externe Referenz
18632	Feature	smartProject	Fix smartProject error Nextmajor (BC23).

Details

For BC23, current error messages in the smartProject app must be fixed.
- This has been corrected.

ID 18469

ID	Typ	Bereich	Titel	Externe Referenz
18469	Feature	smartProject	Learning tours in smartPROJECT

Details

Similar to the BC-standard, there should be small learning tours on the smartProject pages be implemented.
- This was implemented in the first step on the project map.
  - On the project card there is a learning tour analogous to the BC-standard.

ID 18470

ID	Typ	Bereich	Titel	Externe Referenz
18470	Problem	smartProject	IBL sets have not been drawn since February 2023	8844

Details

Resource purchase prices in connection with project reference are not drawn correctly.
- This has been corrected.
  - Those in the resource settings. Project-related prices stored in price items are drawn correctly.

ID 18478

ID	Typ	Bereich	Titel	Externe Referenz
18478	Problem	smartProject	Sample for invoice including payment amount	7511

Details

Adjustment of the invoice receipt according to the template.
- The invoice receipt has been adjusted.
  - For project invoices that contain partial invoices that have already been issued, there is an addition for the clearing documents. The current payment amount for the compensation payment is saved in the invoice line. The field is not currently displayed. The field can be found via the page check under the name "PMS Payment Applied Doc.".
  - The cumulative total of payments for the respective invoice is displayed in the field.
  - The field contains the payment amount at the time the invoice was posted

Remark:

    The field is not dynamically updated as additional payments are posted
    become.

ID 18536

ID	Typ	Bereich	Titel	Externe Referenz
18536	Problem	smartProject	Consumption with individual comprehensive price cannot be invoiced.	8923

Details

If consumption with an individual comprehensive price is booked on a project budget line, an error message appears when creating the invoice stating, "The field Number of the Sales Line table contains a value (L011) that was not found in the associated table (Resource)."
- This has been corrected.

ID 18657

ID	Typ	Bereich	Titel	Externe Referenz
18657	Problem	smartProject	Consumption with an individual sales price cannot be invoiced	8923

Details

It is not possible to balance down payment invoices in the payment run because it is not possible to select the invoice/credit memo type.
- This has been corrected. + A function has been developed to transfer recorded times from external employees into purchasing orders. This means that it is now possible to book provisions from purchases.

ID 18749

ID	Typ	Bereich	Titel	Externe Referenz
18749	Problem	smartProject	incorrect numbering according to internal block	9020

Details

When creating the project budget, the first 4 positions were created and then set as an internal block. Another position should be added. The additional position does not receive the correct sequential numbering.
- This has been corrected. + When a new line is inserted in an internal block, the new position number is numbered consecutively according to number logic