Changelog smartProject – Release 67

Released: 2023-09-13
App Version: 22.5.10679.5

ID 13748

ID	Type	Area	Title	External reference
13748	Problem	smartProject	Lack of resource capacity for 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 allocation" function. This is incorrect, as it is not possible to plan the deployment of these resources in this way
- This has been corrected.
  - Automatic capacity distribution works correctly if a monthly working time is set in the working time model.

ID 14529

ID	Type	Area	Title	External reference
14529	Problem	smartProject	Application to superiors can be freely selected

Details

If a request is created, the line manager is removed from the employee card. However, it is still possible to enter anyone else as a superior. Among other things, it is possible to authorise the request yourself.
- This has now been corrected
  - If the supervisor is stored in the employee card, the request to the supervisor can no longer be can no longer be changed in the request. This also applies if you change the employee and the manager is filled in for this employee.
  - If the supervisor on the employee card is not filled, the supervisor can be can be changed as often as required in the application

ID 14979

ID	Type	Area	Title	External reference
14979	Problem	smartProject	Amount for provisional retention is missing for debtor items

Details

The "Amount provision. Retention" from the project card in the "Provisional retention" tab is not taken into account when posting to the debtor items.
- This has been corrected and the "Amount provision. Retention" is taken into account when posting the invoice in the customer items.

ID 15783

ID	Type	Area	Title	External reference
15783	Problem	smartProject	Error in invoicing in the project for deleted project budget lines

Details

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

ID 16699

ID	Type	Area	Title	External reference
16699	Feature	smartProject	ARZE - Employment of external companies - Optimisation of invoice verification for external employees	8276 8270

Details

Currently, the time recording of employees from external companies and the corresponding invoice from the personnel of the personnel service provider have to be reconciled manually.
- The implementation takes place with provisions for purchases of external services
  - In the first step, the "Resource card ", the resource that is to be activated for the booking of external external services, the selection External must be made in the "General " tab in the "Type " field
  - In the next step, the vendor number of the personnel service provider to which the resource is to be assigned must be entered in the "Vendor no. " field in the "Resource card " on the "Vendor " tab.
  - In addition, the accounts "Service receipt account (interim) " and "Service account (interim) " must be entered in the "Setup posting matrix ".
  - The "Project purchasing - purchase orders " function from the "Create consumption of external resources " creates purchase orders for all consumption of external services recorded via time recording or the project book sheet.

ID 17250

ID	Type	Area	Title	External reference
17250	Feature	smartProject	Add favourites when changing day

Details

When changing the day, the stored favourites should be automatically transferred to the new day. automatically.
- An adjustment for calling up favourites has been implemented in time recording. + In the view of the daily time recording, the favourites are automatically retrieved and inserted into the sheet when the page is turned to the next day.

ID 17501

ID	Type	Area	Title	External reference
17501	Feature	smartProject	Rearrange menu items 2

Details

Neue Anordnung der Menüpunkte "Matrix Feldberechnung", "Mögliche Lieferanten zuweisen" und "Einrückung nach Rechts" in Ansicht "Projektbudget" – Ansicht "Einkaufsmengenüberwachung"
- In der Ansicht "Projektbudget" – Ansicht "Einkaufsmengenüberwachung" wurden die Punkte
  - "Matrix Feldberechnung" unter "Aktionen" → "Budget",
  - "Mögliche Lieferanten zuweisen" unter "Aktionen" → "Budget",
  - "Einrückung nach Rechts" – "Aktionen" → "Zeilen"
    verschoben

ID 17790

ID	Type	Area	Title	External reference
17790	Feature	smartProject	Conversion of old legacy views (project overview, etc.)

Details

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

ID 18264

ID	Type	Area	Title	External reference
18264	Feature	smartProject	Double query "Book invoice"

Details

When posting unbooked sales deliveries, the query "Would you like to book the invoice? book the invoice" twice if the query is confirmed with "No".
- This has been adjusted.

ID 18332

ID	Type	Area	Title	External reference
18332	Feature	smartProject	DACH translations	8708

Details

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

ID 18353

ID	Type	Area	Title	External reference
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 transferred to the cost monitoring.

ID 18457

ID	Type	Area	Title	External reference
18457	Feature	smartProject	It is no longer possible to change the line type after posting	8615

Details

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

ID 18632

ID	Type	Area	Title	External reference
18632	Feature	smartProject	Fix smartProject error Nextmajor (BC23)

Details

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

ID 18469

ID	Type	Area	Title	External reference
18469	Feature	smartProject	Learning tours in smartPROJECT

Details

For smartProject, small learning tours are to be implemented on the smartProject pages analogue to the standard are to be implemented.
- This was implemented in the first step on the project card.
  - There is a learning tour on the project map analogue to the BC standard.

ID 18470

ID	Type	Area	Title	External reference
18470	Problem	smartProject	IBL records are no longer drawn since February 2023	8844

Details

Resource acquisition prices in connection with project reference are not drawn correctly.
- This has been corrected.
  - The prices with project reference stored in the resources settings. Price items with project reference are drawn correctly.

ID 18478

ID	Type	Area	Title	External reference
18478	Problem	smartProject	Sample invoice including payment amount	7511

Details

Adjustment of the invoice document according to the sample template.
- The invoice document has been adjusted.
  - For project invoices that already contain advance payment invoices, there is an addition for the clearing documents. The current payment amount for the settlement payment is saved in the invoice line. The field is currently not 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 is posted.

Note:

    The field is not updated dynamically as soon as further payments are posted.

ID 18536

ID	Type	Area	Title	External reference
18536	Problem	smartProject	Consumption with individual sales price cannot be invoiced	8923

Details

If you post consumption with an individual sales price to a project budget line, the error message "The field number of the table sales line contains a value (L011) that was not found in the corresponding table (resource). " appears when creating the invoice.
- This has been corrected.

ID 18657

ID	Type	Area	Title	External reference
18657	Problem	smartProject	Consumption with individual sales price cannot be invoiced	8923

Details

The clearing of down payment invoices in the payment run is not possible because the selection of the invoice/credit note type is not possible.
- This has been corrected. + A function for transferring recorded times of external employees to purchase orders has been developed. It is now possible to post accruals from purchases.

ID 18749

ID	Type	Area	Title	External reference
18749	Problem	smartProject	Incorrect numbering according to internal block	9020

Details

when creating the project budget, the first 4 items were created and then set as an internal block. A further item should be added. The additional position does not have the correct consecutive numbering.
- This has been corrected. + If a new line is inserted in an internal block, the new item number is numbered consecutively according to the numbering logic.