Page Comparison

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In der Projektansicht stehen dem Anwender im oberen Bereich unterschiedliche Funktionen zum Projekt zur Verfügung (Abb. 1).

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Über die Gruppenberechtigung und Projektphasen Abhängig von der Berechtigung und dem Status lässt sich steuern, welche Aktionen für einen Anwender erlaubt sind.

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Funktion - Auswahl von Projekt- und Konfigurations-Schemata

Auf Projektebene hat der Anwender die Möglichkeit festzulegen, mit welchem Projekt- und Konfigurations-Schemata das Projekt kalkuliert wird. 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]).

Projekt bearbeiten → Projekt- und Konfigurations-Schemata

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Der Anwender kann auf Ebene des Projektes und auf Ebene der Konfiguration ein Kalkulationsschema auswählen. Abhängig davon, mit welcher Gruppe der Anwender aktiv ist, stehen verschiedene Schemata zur Auswahl.

Info
Die Kalkulationschemata können im Backend (PIA) verwaltet und verschiedenen Gruppen zugeordnet werden.

Modul Kalkulation → Auswahl Kalkulationsschema

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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 gehalten.

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bzw. wiederherstellen (Abb.4).

Modul → Projekt Archivierung

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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

Das ausgewählte Projekt kann gelöscht werden. Das System stellt durch eine zusätzliche Abfrage sicher, ob der Anwender das Projekt wirklich löschen möchte (Abb. 5).

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Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen.

Note
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).

Info
Nur ein Benutzer mit entsprechender Berechtigung kann ein Projekt löschen.

Note
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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).

Info
Ist `Bezug zum Ursprungsprojekt erhalten` Kopie ausgewählt, wird die Beziehung der Projekte im Backend (PIA) und in den Anwendungen angezeigt.

Modul Basisdaten → Beispiel Projektbeziehungen

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Funktion - Exportieren des Projektes

Über diesen Menüpunkt kann der Anwender die Projektdaten als XML exportieren und den Link der XML Datei via E-Mail versenden (Abb. 9).

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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).

Modul Dokument Erzeugung → PDF Assistent - Projekt

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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. Statt des Preises wird “--“ angezeigt.

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Modul 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 - Drucken des Projektes

Das Projekt kann über den PDF Assistent gedruckt werden (Abb. 9).

Modul → PDF Assistent - Projekt

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Funktion

...

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.

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Projekt Kalkulation → Inkognito Modus

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- “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).

Modul Projekte → Projekt Workflow

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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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Versions Compared

Old Version 35

New Version Current

Key

Funktion - Auswahl von Projekt- und Konfigurations-Schemata

Funktion -Archivieren oder Wiederherstellen des Projektes

Funktion - Löschen des Projektes

Funktion - Kopieren des Projektes

Funktion - Löschen des Projektes

Funktion - Kopieren des Projektes

Funktion - Exportieren des Projektes

Funktion - Drucken des Projektes

Funktion Aktivieren / Deaktivieren des Inkognito Modus

Funktion - Exportieren des Projektes

Funktion - Drucken des Projektes

Funktion

- “Aktion wählen” (“Bestellen / Weiterleiten”)

Funktion - Aktion wählen (Bestellen/ Weiterleiten)