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Funktion - 
Auswahl von Projekt- und Konfigurations-Schemata
Der Anwender kann auf Ebene des Projektes und auf Ebene der Konfiguration das Kalkulationsschema auswählen. Je nach gewähltem SchemaJe nach GruppeAbhängig davon, mit der welcher Gruppe der Anwender eingeloggt ist, stehen unterschiedliche verschiedene Schemata zur Auswahl
Es kann auf eigene des Projektes mehrere Schema geben, die unterschiedlichen Gruppen zugeordnet sind
schema werden auf backend PIA ebene verwaltet
je nach Schema wird anders kalkuliert
auf Projekt ebene Schemata wählen- hier gibt es Konfigurationsboxen
auf konfigurationsebene gibt es auch boxen mit Kalkulationen
In der Standard Version kann der Anwender zwischen Standard Schemata [Projekt] und Standard Schemata [Konfigurator] auswählen (Abb. 2 [Standard]).
In der Krone Version kann der Anwender im Projekt - Schemata zwischen Verkaufspreiskalkulation mit oder ohne Skonto auswählen.
Im Konfigurations - Schemata kann zwischen Einkaufspreiskalkulations - Händler und Basis Partner gewählt werden (Abb. 3 [KRONE]).
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Die Kalkulationschemata können im Backend (PIA) verwaltet und verschiedenen Gruppen zugeordnet werden. |
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Funktion -Archivieren oder Wiederherstellen des Projektes
Hier fragt das System den Anwender, ob das jeweilige Projekt archiviert bzw. wiederhergestellt werden soll Der Anwender kann das Projekt archivieren (Abb. 43) . Bei einem archivierten Projekt liegen nicht alle Projektdaten in den Anwendungen vor. Nur die relevanten Daten werden geladen und verarbeitet. Der Speicherplatzbedarf (bzw. das Laden und Verarbeiten der Daten) wird bei archivierten Projekten somit sehr gering gehaltenbzw. wiederherstellen (Abb.4).
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Ist ein Projekt bereits archiviert, kann es über diesen Button wiederhergestellt werden. Es werden dann nicht mehr nur die relevanten Daten geladen und verarbeitet. |
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Funktion - Löschen des Projektes
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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen. |
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Nach dem Löschen ist das Projekt auch bei anderen Benutzern der SalesApp nicht mehr aufgelistet. |
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Funktion - Kopieren des Projektes
Mit diesem Button kann der Anwender eine Kopie des Projektes anlegen (Abb. 6). In einem neuen Dialog kann der Benutzer die Kopieroptionen individuell einstellen (Abb. 7). Je nach ausgewählter Kopieroptionen wird das Projekt dann kopiert.
Beispiel:
Das Projekt soll nur mit den folgenden Daten kopiert werden:
Angaben zum Händler
Angaben zum Auftraggeber
Konfigurationen inklusive Konfigurations Kalkulationen
Bezug zum Ursprungsprojekt erhalten
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Ist Bezug zum Ursprungsprojekt erhalten bei einer Kopie ausgewählt, wird im Backend (PIA) und in den Anwendungen die Beziehung der Projekte miteinander dokumentiert. Projekt bearbeiten → Beziehung von Projekten |
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Bei Stammdaten übernehmen werden die eingetragenen Informationen aus der Projektabwicklung und aus dem Projektverlauf kopiert. |
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Funktion - Löschen des Projektes
Der Anwender kann das Projekt löschen (Abb. 6). Das Projekt
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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen. |
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Nach dem Löschen ist das Projekt auch bei anderen Benutzern in der SalesApp nicht mehr sichtbar, kann im Backend (PIA) jedoch wiederhergestellt werden. |
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Funktion - Kopieren des Projektes
Der Anwender kann eine Kopie des Projektes erstellen (Abb. 7) und in den Kopieroptionen einstellen, welche Daten kopiert werden sollen. (Abb. 8).
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Ist Bezug zum Ursprungsprojekt erhalten Kopie ausgewählt, wird die Beziehung der Projekte im Backend (PIA) und in den Anwendungen angezeigt. |
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Ist Stammdaten übernehmen ausgewählt, werden die Informationen aus der Projektabwicklung und aus dem Projektverlauf kopiert. |
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Funktion - Exportieren des Projektes
Über diesen Menüpunkt exportiert der Anwender die Projektdaten zu EasySelect (Abb. 9). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise via E-Mail versendet werden.
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Funktion - Drucken des Projektes
Über das Drucker Icon kann der Anwender das Projekt kann über den PDF Assistent drucken (Abb. 10).
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Funktion Aktivieren / Deaktivieren des Inkognito Modus
Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 11) oder verborgen (Abb. 12) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Der Preis wird mittels “--“ übertragen.
Der Händler kann somit gemeinsam mit dem Endkunden auf die Anwendung blicken, ohne die eingetragenen Konditionen direkt darzulegen.
Projekt Kalkulation → Inkognito Modus
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Funktion - Exportieren des Projektes
Über diesen Menüpunkt exportiert der Anwender die Projektdaten zu EasySelect (Abb. 8). Die Datei kann dann vom Anwender heruntergeladen werden und beispielsweise via E-Mail versendet werden.
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Funktion - Aktion wählen (Bestellen/ Weiterleiten)
Der Anwender kann über “Aktion wählen” (Abb. 13 ) bzw. “Bestellen/ Weiterleiten” (Abb. 14, Version KRONE) den Status des Projektes ändern.
In beiden Versionen stellt das System durch eine zusätzliche Abfrage sicher, dass der Projektstatus “Projekt an ausgewählten Fachberater senden” wirklich gesetzt (Abb. 15 ) werden soll und der Anwender erhält eine Bestätigung über den E-Mail Versand (Abb. 16).
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Funktion - Drucken des Projektes
Das Projekt kann über den PDF Assistent gedruckt werden (Abb. 9).
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Funktion Aktivieren / Deaktivieren des Inkognito Modus
Eingetragene Konditionen und Zahlungsbedingungen können über den Button in der Projektansicht angezeigt (Abb. 10) oder verborgen (Abb. 11) werden. Nur die jeweiligen Titel der Zwischensummen werden angezeigt. Der Preis wird mittels “--“ übertragen.
Der Händler kann somit gemeinsam mit dem Endkunden auf die Anwendung blicken, ohne die eingetragenen Konditionen direkt darzulegen.
Projekt Kalkulation → Inkognito Modus
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Funktion - Aktion wählen (Bestellen/ Weiterleiten)
Der Anwender kann über “Aktion wählen” den Status des Projektes ändern und z.B. das Angebot an einen Kunden abgeben (Abb. 12 [Standart]).
In der Krone Version kann der Anwender über “Bestellen/ Weiterleiten” u.a. das Projekt an einen ausgewählten Fachberater senden, kostenpflichtig bestellt oder das Projekt an einen Basis Partner zur Korrektur zurückgegeben werden (Abb. 13 [KRONE]).
In beiden Versionen stellt das System durch eine zusätzliche Abfrage sicher, ob der Projektstatus “Projekt an ausgewählten Fachberater senden” wirklich gesetzt werden soll (Abb. 14). Nachdem hier “Ja” ausgewählt wurde erhält man die Bestätigung “an Basis Partner weitergeleitet” (Abb. 15).
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