Seitenhistorie

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• Employees

  • It saves a little work if you first create the Benutzer and then the employee. If you then specify the associated user in the employee, the data entered in the user (name, first name, ...) is automatically transferred to the employee. Assigning employees to users is not mandatory, but helpful (see below)
  • Roles can be assigned to an employee. These roles control in which BOs this employee is available for selection as an editor. For this to work, the names of the roles must not be changed, or the parameters for the Valuelist Provider Value list provider must then be adjusted in the affected layouts.
    • Order management => quotation, sales order
    • Accounting => outgoing invoice, credit note
    • Procurement => purchase order, incoming invoice
    • Warehousing => stock-in, stock transfer, stock-out, stock inventory
    • Goods issue => delivery note
  • If an employee is assigned to a user, and this employee is active and has e.g. the role "Auftragswesen", the field editor is automatically filled with the current employee when they create a quotation or sales order. The same applies analogously to other roles.

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• Documents

  • Documents are e.g. sales orders, delivery notes, outgoing invoices, credit notes, purchase orders or incoming invoices. They are all structured quite similarly
  • All documents follow their own state models with firmly defined state changes (see Statusmodell Status model).
  • Documents should not be deleted, but rather transferred to the status Storniert (if possible), so that e.g. stock reservations that have been made are cleanly rolled back.
  • A document contains information about the customer, addresses, contacts and language; with appropriate customer configuration, these are filled automatically after selecting the customer
  • The language determines the language in print forms and emails
  • The editor is filled automatically with appropriate configuration (see topic Employees)
  • The VAT rate is determined automatically based on the country group of the country of the delivery address.
  • The actual tax rate is derived from the VAT rate and the quotation date VAT [%] automatisch ermittelt
  • A discount can be specified for the entire document and for individual items
  • On the topic of Text blocks and Remarks (internal) see topic Print outputs

• Quotation

  • For general properties see topic Documents
  • A sales order is automatically generated from an accepted quotation. Further sales orders can be generated via the object generator.
  • The job Setze alte Angebote auf Abgelaufen sets quotations in the status Offen to the status Abgelaufen, when the date Gültig bis erreicht wurde
  • The date Gültig bis on the state change to Offen from the current date and the Nuclet parameter Gültigkeitsdauer von Bestellvorschlägen is calculated.

• Sales order

  • For general properties see topic Documents
  • It can be created from a quotation or created directly
  • Delivery notes and invoices can be created from a sales order via the object generator
  • As soon as a sales order reaches the status Bestätigt the required material is reserved and is no longer available for other sales orders

• Delivery note

  • For general properties see topic Documents
  • It ensures the articles are booked out of the warehouse

• Outgoing invoice

  • For general properties see topic Documents
  • The job Setze alte Ausgangsrechnungen auf Überfällig sets outgoing invoices in the status Offen to the status Überfällig, when the date Fällig am has been reached.
  • The date Fällig am on the state change to Offen is calculated from the current date and the payment term.

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• If authorised, many BOs offer object generators (selection Objektgenerator Object generator in the detail view of the BOs). Here you can e.g. create a sales order from a customer or a quotation, or a purchase order from a purchase requisition or a supplier.
• If certain data of a value list is already used in other BOs (e.g. a delivery term in sales orders), then it can no longer be deleted. However, you can remove the flag "Aktiv" in the corresponding delivery term. This means the delivery term is no longer offered in the selection in sales orders in the future. This option exists for all value lists.
• Many BOs offer the option, in a tab Document attachment to store documents/files for this BO. Document attachments are not stored in the database but in the folder <NUCLOS-HOME>/data/documents. Therefore this folder should be part of the backup.
• If a BO has a Reference to another BO, e.g. a sales order has a reference to a customer, you can conversely look in the customer to see which sales orders exist for that customer. The sales orders are only displayed there and cannot be edited.

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