What’s new in Build 7.1.096 to 8.1.001
Because of the structural changes to the database needed to meet the requirements, the version of
BORA Shell
Users
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So-called Functions have been introduced under Links, where the user is given rights to work with |
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A user status has been introduced. Closing a user removes all rights and frees the licences.
Objects
New objects are entered from the line: Office Organisation\Master Data\Objects (02200)
When creating a new one:
1. A filter opens, where you tick All object categories. By default no category is selected, and applying the filter loads no data in the list. You can filter for a specific object under which you want to create a new one.
2. In the empty row, which depending on the sort order may be at the bottom or the top of the list, enter the data of the new object.
Through Links you enter the object’s attributes, work rights or the warehouses serving each object.
Counterparties
A new counterparty form has been created on the line Office Organisation\Master Data\Counterparties (02210).
Only employees who have been given the right on the line Office Organisation\Administration\Users (0140) have rights to the counterparty’s business profile.
Filter for the user and, under Links, Functions, 7 Counterparty business profile, choose Yes.
Business Solutions
Documents
Finance
Supply
Materials
Customers
Cancelling and/or returning an invoice to editing
An invoice is physically cancelled from the line Customers\Invoicing\Sales Documents (6310)
If you have the right to cancel invoices, you can choose the Delete action in the Action column.
Returning to editing
From the same line, open the form and on the Action tab choose Edit.
Note! The delete and edit actions are allowed only if the user has been given the right on the line Office Organisation\Administration\Users (0140)
Filter for the user and, under Links, Functions, 11 Right over cancelled invoices to delete or edit, choose Yes.
A new price list type has been added, “With validity period”. In this type of price list, a validity period can be set for the price of a specific product or service.
Price lists are created from Office Organisation\Master Data\Price Lists (02260)
To enter prices for specific products, choose the “File” button, then “Active reports” and “Personal price lists for customers”:
From the list that loads, choose the newly created price list, and you can enter the products and services it will contain and the dates for which their prices will be valid.
The new type of price list can work together with the existing price lists. For this purpose an additional price list field has been added to the counterparty’s business profile. When a customer has two price lists attached, a sale checks:
1. Whether the product or service being sold is in the new price list with a validity period. If it is, and the invoice date falls within the period set in the price list, the price entered there is used.
2. If the product or service is not in the price list with a validity period, or the invoice date does not fall within the set period, the price is taken from the price list without a validity period attached to the counterparty.
The discount field in the counterparty’s business profile applies only to the standard price list, without a validity period. The new price lists with a validity period show final prices, and the discount percentage does not apply to them!
Human Resources
Organisation
- The old staffing plan has been replaced by a new list, the position plan.
1. Validity dates of the position
2. EKATTE code
3. Under Details/Attributes of the position: the competencies needed for the position, goals and the main duties of the position
4. User parameters related to the position
From Links you can see the files attached to the positions and the employees appointed to a specific position.
- A new, list-based way of entering and setting up pay elements has been added:
- A new, list-based way of entering schedules has been added:
When entering the standard schedules for the month, the user can see the calculation of the hours within the reference period for summarised working time.
- The lists of basic master data for the
BORA BS Personnel system can be added to or edited from the File tab of the lists:
Personnel\Staff Organisation\Pay Elements (311901)
Personnel\Staff Organisation\Monthly Parameters (3119131)
Personnel
New forms in Personnel\Personnel\Personnel Documents (32101) let you enter the main types of personnel documents: employment contract / supplementary agreement, order terminating employment, order changing the type of work or the site, cash benefits, leave order.
From the links of personnel documents you can now open the staff movement forms for the period the document is in effect.
- A new employee register list has been added, from which data can be entered/corrected through a new employee form.
New employee record
The information that was entered on separate tabs in the old record can now be found under Links of the form.
The data from the old Employment tab is now filled in from the employment contract issued to the employee and changed with a supplementary agreement.
- A new list, Employees current month, has also been added, showing only the documents relevant to the current payroll month.
Time recording
A new list and a new form for staff movements, Form 76, have been added.
New rows of hours have been added to the new staff movement form, showing the person’s work at different sites, labour categories for retirement and employment relationships for the month.
