November 2014 Release
November 2014 Release with many new features and improvements in various FM modules.
The release includes a total of 108 enhancements across 16 FM modules.
eTASK.FM Procurement SAP Interface
New feature: Partial and final invoices in SAP
When a partial or final invoice for an FM order is approved, the corresponding reported services are now automatically transferred to SAP. A separate approval in SAP is required.
New feature: Surcharges for free-text items
Free-text items can now be assigned a standard surcharge, which is calculated based on the net price of all reported services when they are assigned to the free-text item.
New Feature: New Report: Settlement Sheet
The Invoice Sheet report lists all reported services that will be billed in the next partial invoice or final invoice. It contains information on the order, the vendor, and the customer, and lists the item, quantity, unit, short text, unit price, surcharge, unit price with surcharge, and total net price for each service confirmation.
New Feature: Confirmation of Completed Services Now via a User-Friendly Interface
Confirmation of services for an FM order is now handled via an easy-to-use input screen.
New feature: Orders for a master contract can now be automatically imported from SAP
Set up the timer job “Import Orders from SAP” to automatically import FM orders into framework agreements imported from SAP.
New feature: When importing a vendor, a user is created for the vendor
When you import a vendor record from SAP, a company and a user ID for the vendor are created in addition to an eTASK vendor record. This enables the vendor to participate in FM order processing in the eTASK.FM portal.
Improvement: If the import of contracts from SAP fails, the user now receives a corresponding message
eTASK.DigitalArchive
Improvement: The search filter remains active when scrolling through search results
eTASK.Outlook Room Booking
Improvement: The "ReExSynchronizeRooms" timer job now runs without interruptions
eTASK.FM Procurement
New feature: When confirming service completion, the date on which the service was performed is now also requested
New feature: FM orders can no longer be deleted if an invoice is assigned
New feature: Enter multiple service confirmations one after another
Users can now create multiple service confirmations one after another. To do so, simply click Save & Continue in the confirmation window.
eTASK.Financial Planning
Improvement: Fair value calculation – Discounting starting from the first year
In the fair value calculation, the first year is now also discounted. This improvement affects the following reports (in all variants):
Fair Value
Fair Value Overview
eTASK.Personnel Registration System
Bug fix: When re-registering, the registration from the old area is now deleted
Improvement: The input field for the job description in the standard registration has been enlarged
Improvement: Improved column sorting in the visitor registration system
Improvement: The standard email address of the registration system is now also assigned to visitors
Workflow for GoBD-compliant invoice approval
Improvement: Automatic switching
Invoices in the "New" step are now automatically transferred to the next workflow step. The system uses conditions to determine which step the invoice must be transferred to.
eTASK.Operating Cost Accounting
Bug fix: Credit memos are no longer transferred to eTASK.Cost Entry as additional payments
Improvement: Enhanced invoice report
If there is a risk of default, the sum of the cost center amounts is displayed.
eTASK.Cost Entry
New feature: Template file for importing eTASK posting records into DATEV
Download a template file for DATEV from the FM Portal, which you can use to prepare your DATEV system for importing eTASK accounting entries. This ensures that the import process runs smoothly.
Improvement: Improved manual payment assignment
When manually assigning payments, the system now automatically suggests the customer or vendor.
Improvement: The "Incoming Invoices by G/L Accounts" report opens again without an error message
eTASK.Rental
Improvement: The "Rental Overview" report can now be opened again without an error message
eTASK.Move Management
New feature: New timer job "PS_ROOM_ASSIGNMENT_DUMMY_OCCUPANCY_SP"
This timer job creates a room assignment for all personnel records that do not yet have a room assignment. This significantly simplifies the process of locating personnel records in the relocation wizard.
Improvement: After the move, the room assignment of the objects is automatically updated
Improvement: Relocation lists now also show door sign numbers
The door sign numbers of source and destination rooms are now displayed next to the corresponding room codes to make the relocation process even more transparent. This improvement applies to all relocation lists, e.g., "Relocation list sorted by current status."
eTASK.Training Management
Bug fix: It is now possible again to create new training sessions via the participant schedule
Improvement: The correct list of invited participants is now displayed again in the participant assignment
eTASK.Maintenance
Improvement: Revision of the "Acceptance Inspection" report
Adjustment of the title and visual changes to the bar chart. Now includes color-coding of order statuses and display of responsibility within each bar.
eTASK.Room Reservation
Improvement: The "Catering Conference Note Info" report no longer truncates the comment
Improvement: Room booking dates created via quick booking are no longer displayed twice in the service list
Improvement: Resource booking for combined rooms
Combined rooms are now also displayed in the room occupancy list when resources are to be booked as well.
eTASK.FM Portal
New feature: Coding of objects in the Asset Explorer
You can now freely code objects in the Asset Explorer. In the Asset Explorer, the objects are then displayed sorted by hierarchy and by code. For coding, you can set a default code for all objects of the object type in the object type’s data record. You can make additional code settings in the object’s data record in the Parent Object and Asset Number fields. The overall asset code is automatically calculated from the hierarchy and the settings on the object.
New Feature: Expansion of the "Objects" Form
The Object form now has four new fields:
Department
Supplier
Order Number
Order Date
New feature: New timer job "GL_TICKET_OHNE_WORKFLOW_DATENSATZ_LOESCHEN_SP"
The timer job identifies and deletes all workflow tickets that are no longer assigned to a record.
New feature: New timer job "GL_DISABLE_TABLE_COLUMN_MENU_FILTER_SP"
This timer job disables menu filters if they generate more than a certain number of filters. The number of filters that may be generated before the column’s menu filter is disabled is determined by the configuration parameter MENUFILTERMAXDATEN.
New feature: Checking conditions in dynamic workflows
In dynamic workflows, it is now possible to set any conditions for a step transition. If the conditions are not met, the step transition is not allowed. Additionally, the user receives a message indicating which requirements are not met.
New feature: Extension of bulk update
Bulk editing can now also be used for date selections where a time can also be selected.
New feature: Attachments are now automatically coded
New feature: Methods as workflow actions
Programmed methods can now also be executed as part of step transitions in dynamic workflows.
New feature: More than one comment section can now be configured per form
New feature: Subsequent workflow steps can be hidden
Previously, when switching a workflow from an initial workflow step using the Workflow button, all subsequent steps were visible. It is now possible to hide subsequent steps. This is particularly useful when some of these subsequent steps are reached automatically and the user cannot switch to them at all.
New feature: New time filters in the service list
The service list now includes the following time filters:
Yesterday
Today
Tomorrow
Last week
This week
Next week
This month
Next month
Past due
Overdue and today
Overdue and 7 days
All
Bug fix: Timer job "GlWorkflowStepFollowSwitch" fixed
Improvement: Performance improvement of the eTASK.FM portal
Improvement: Improved performance of the service list
Improvement: Visual improvements to the "Property Inventory" report
Improvement: Cascading drop-down menus can now also be used in Internet Explorer 9
Improvement: Restored the favorites function in the user profile
Improvement: Service list update
The service list is updated again when the magnifying glass in the search field is clicked.
Improvement: Optimization of menu filter performance
Improvement: User invitation
The email used to invite users via the FM Portal now includes a default text.
Improvement: Deleting records currently in a workflow is no longer possible
Improvement: The "Floor Area Information According to DIN 277" report can now be retrieved for all buildings at once
eTASK.Inventory
Improvement: When transferring data from a mobile device, the object codes are now rewritten