Content
Index
Welcome to the K2 Help
Documentation structure of K2 program
Properties IS K2
User documentation
Introduction to the K2 program
Range of Licences
User's Log-In K2 Information System
Multiple Log-In
Linking K2 user with Windows login
Basic Description of K2 Program
Basic Description of Screens
Desktop
Desktop - navigation panel
Last run
Attention:
History of records
User manual K2 and Helpdesk
helpdesk Customer Support
New helpdesk requirement
Desktop - the main screen
Working with icons
Desktop - navigation panel
Desktop administration
Searching
Classic Forms
Book
Form
Universal Forms
The Book - Universal
The form - universal
System of K2 Menu
Module Menu
Tree Menu
Programme Basic Control
Records in Browse Mode
Records in Change Mode
New record creation
Records in Delete Mode
Basic Functions
Filters Alt+F9
Fast Filter
Indicate Records
Asterisks
Tabs
Create container/filter from the selected records
Other Containers
Save container
Filters
Filters - conditions
Definition of Filter Conditions
Selection tab
The tab Conditions
Condition
Filter creation
Example - Filter from page 0
Example - Filter from the card of a document
Example - Filter with Expression
Example - Filter from the item form
Example - Filter from the conditions form
Example - Filter with Other Container
Example - Filter with Other Filter
Example - Filter according to the field from other book
Example - Filter with item condition
Example - Filter with OR condition
Example - Records from container
Example - comparing fields from the same data module or via link
Example - Filter according to current defined company
Example - Filter from menu
Expanded menu (Context menu)
Saving filter
Sorting of filter into tree
Run filter
Administration of conditions
Columns of filters
Define columns in filters
Sorting of define columns of filters into tree
Administration of columns in filters
Filter sortings
Define sortings
Arrangement of define sortings of filters into tree
Filter Sorting Administration
Grouping
Views
Views Administration
Menu table
Searching
Scroll
Search Field
Fast Search Alt+F7
Search by Notes
Full-text Search
Reduction search
Search in drop down menu
Print
Classic Forms
Activate Output Reports
Print by F9 Key
Browse Print Reports:
Print from Standard User Toolbar
Print from Tree Menu
Add New Report
Report Configuration (1st page)
Report Parameters (2nd page)
Parameter
Edit Report Parameters
Possibilities of printed report
Remove Report
Start Batches of Prints
Reporting reports
Automatic report
Universal Forms
Import reports and scripts from the classic forms into the universal forms
Print by F9 Key
Views
Confirmation Alt+F2
Restore - F3
Books Alt+F10
Period
Periods
Addresses
Documents Specimens
Create New Specimen
Create a document from specimen
Module Menu Functions
Form
Mass Actions
Actions
Basic
Advanced
Filter
Documents
Next Record
Previous Record
Prices
Other
Exit
Edit
Display
Keyboard Help Bar
Status Bar
Toolbars
Toolbar definitions
Standard Toolbar
User Toolbar
User Functions
Set Table
Select Columns
Column Parameters
Format
Set Column and Lines
Columns Masks
Tools
Help
Universal Forms
Basic Descriptions of Forms
Universal Forms Settings
The Basic Structure of a Form
Ribbon
Table (Datagrid)
Column Filter
Fulltext Search
Edit Rows
Mathematical Operations
Quick search records Alt+F7
Bulk Change
Work with Columns
Edit Table Settings
Adjust Column Width
Column Templates
Administration of saved table Settings
Quick Work with Columns
Views
Conditional Formatting
Formatting of table rows
Formatting of table columns
Quick Conditional Formatting
Charts
Tabs
Record Preview
Components of the Form
Basic Components of the Form
Drop-down panel (Expander)
GroupBox
Floating Form (Floater)
Treeview
Tabs in Forms
ListView
Splitter
Data Components of the Form
Text, numeric, and checkboxes
Label
Date Fields
Selection menu (Lookup)
Form Components Options
Map and Picture
Detaching the forms
History of the Fields
Information about Form
Transfer of Configuration Objects
Export Configuration Objects into "*.XML" file
Service Mode
Print
Import reports and scripts from classic to universal forms
Print by using F9 Key
Insert Report/Script
Modules
Basic code lists and Supporting Modules K2
Suppliers/Customers
Suppliers/Customers book
Supplier/customer card
Basic Data (page 1)
Data
Payment Conditions
Electronic addresses
Invoicing and payments (2nd page)
Article turnover (3th page)
Articles delivered (5th page)
Supplier prices
Documents (6th Page)
Customer prices (7th page)
Product group item
Customer article prices
Date prices (8th page)
Documents (page 9)
Suppl./Cust. - view (page O)
Evaluation (page V)
Balance on The Suppl./Cust. card
Functions Suppl./Cust. module menu
Functions over Suppl./Cust. database
Imports
Import of customers
Suppliers/Customers reports
The Customer card (the Supplier Card)
By Abbr
Articles
Articles book
Articles card
Basic Data (page 1)
Packet type
Prices and others data (2nd page)
Routing (3rd page)
Supplier prices (4th page)
Min / max quantity, lagers, successor
Article / Stock data
Overview of predecessors
Selling prices (5th page)
Preparing of the price list
Margin
Product groups
Price groups
Article prices
Date prices
Stock volumes (6th page)
Suppl./cust. turnovers (7th page)
Stock card (8th page)
Documents (page 9)
Articles - page Parameters
Parameters book
Parameter - Basic data
Parameter - Places of use
Code list of Groups
Classification book
Bulk change - Change of article parameters (only in universal resolution)
Article - Complaints and service (page S)
Articles - view (page O)
Articles - page ES
Evaluation (page V)
Daily stock
Inventory turnover
ABC analyses
Article - EKO-KOM packaging (universal forms only)
Functions over Article database
Module Menu Functions of Articles
Form - Bulk actions
E - shop - ES
Form – Actions
Reports of Article
Articles price list
Catalogue of articles
Goods turnover
Methodologies of Article
Multidimensional quantity
Article card setting
Classification settings
Purchase - Examples
Sale
Batch
Batches book
Basic Data (page 1)
Batch parameters (2nd page)
Price by type (3rd page)
Stock card (8th page)
Documents (page 9)
Required parameters of batch.
Required batch characteristics in production
Functions for batches over Article database
Coverage of article demanded
Coverage configuration
Location
Locations book
Basic Data (page 1)
Items (page 2)
Movement (page 8)
Documents (page 9)
Countries
Currencies
Type of plan
Type of tax
Type of tax code list
VAT Rate
Customs Tariff
Legal latecharges
Import of statutory interest rates
Notes
Working with notes
Insert notes
Change of notes
Delete Notes
Bulk actions with notes
Note type
Supplements
Inserting of new notes type
Conversion of notes to comments
Texts to documents and code lists
Comments
Working with comments
Adding comments
Comment change
Comment deletion
9th page - Links and References
Documents
Insertion and deleting of external documents from documents
Basic Data (page 1)
Documents (2th page)
External document types
1st page
Opening and closing of external documents
Documents
References
Versioning Fields
Tasks
Task fields setting
Task fields
The book Tasks
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Reports over tasks
The list of tasks
Task History
Workflow
Roles
Roles book
Role - basic info (page 1)
Role - occurrence (page 2)
Procedures
Procedure book
Procedures - basic info (page 1)
Book Versioned procedures
Versioned Procedures - Basic Info (page 1)
Versioned Procedures - Editor (page 2)
Chart
Description
Properties - VERSIONED PROCEDURES
Assignees
Deputizing
Variables
Actions
Versioned Procedures - Reports
Process
Process Scheme
List of metrics
Definition of Variables
Book of Definition of Variables
Definition of Variables - Basic Information (page 1)
Create Own Code List
Products
Products book
Products - Basic Information (page 1)
Workflow Products book
Workflow Products - Basic Information (page 1)
Book My Absence
User Procedures and Steps book
User Procedure and Steps - detail
Processes
Book of Processes
Processes - Basic Info (page 1)
Participants + Variables tab
Products tab
Assignment tab
Change priority/time
Processes - Work Steps (page 2)
Statuses tab
Reports above Processes
Process evaluation - Users
Process Log
List of processes
Average reaction time of users
Average reaction time of users in procedure
Scheduled task - New process
Steps
Browse Worksteps book
Work Step
Process tab
Step tab
Process Chart
Offer a representative when forwarding a step
Derived books
For processing book
Finished steps
Steps of unfinished processes
Mass actions above Work Steps book
Workflow scripts and parameters
Workflow Scripts
Entry with choice of user, fill in of variable
Status of step
Create process
Product linked to Sales Order
WKF email
Workflow Step form
Attach document to product
Process activity creation
Users’ check
Workflow step approval from email
Workflow Parameters
Arrow evaluation
Process status
Document type
Insert product
Owner according to another step
Same owner
Selection of next steps
Calculation of variable value
Variable set up
Creating a Process
Check of Variables
User for Work Step
Action at Product
Check of closure of all steps
Import/Export
Export and import of versioned procedure
Export and Import of Workflow Product
Organizational Structure link to Workflow
Notifications
Notification System - Recipients and Devices
Establishing the Firebase service
Notification System - Groups
Notification System - Actions
Notification System - Formatters
Notifications - receiving a message
Description of functions of the notification panel menu
Description of functions of a notification in notification panel
Other Notification Options
Communication
Letter post
Books of letter post
Basic data (1st page)
Received letter post
Items- RECEIVED LETTER POST
Attachments - RECEIVED LETTER POST
Sent letter post
Basic data - SENT LETTER POST
Items- SENT LETTER POST
Attachments - Sent letter post
Bulk posting forms
Basic data - BULK POSTING FORM
Items - BULK POSTING FORM
Documents - BULK POSTING FORM
Reports over the Letter post
Self-adhesive labels
Envelopes
Scripts, functions
Export of shipments using the PostServis service
Mail
Mail book
Message
Calendar
Mailbox setting
Scripts, functions
Marketing
Function of the Marketing module
Offers/Demands
Offers
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Function over Offers book
Demands
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Function over Demands book
Offers and Demands comparison
Books Administration - Marketing
Default settings
Partners
Partner card
Basic Data (page 1)
Item of electronic addresses
List of activities (2nd page)
Example of usage of sorting of activities
Tasks - Partners tab
Contacts - (3rd page)
User's code lists (4th page)
Calendar (7th page)
Documents (page 9)
Working with partners
Journal of partner
Partner journal settings (for client)
Set up of partner journal (for user over Journal tab)
Reports over the Partners
Partner card
Journal of partner
Activities of partners by prob. of execution
Financial income in the period
Firms and monitored activities
Firms and monitored activities 1
Envelops - Partner without Person
Partners - self/stick labels 14pcs/A4
Transactions in progress by responsible person
List of contact persons with partners
List of partners and responsible persons
List of partners by abbr
List of partners by abbr. with resp. pers.
Groups of activities of partners by prob. of real.
Sending of letters in bulk
Scripts, functions
Import of partners
Creating activity of partners
Creating of letters in bulk
Bulk sending of emails
Export AM reports to email
Verification in the Commercial Register
Partner - Customer
Electronic addresses conversion
Type Conversion of el. addresses
Partners Anonymization
Mass SMS sending
Page 0 - Addresses
Page 1 - SMS
Page 2 - Activities
Contact persons
Contact persons card
Basic Data (page 1)
List of activities (2nd page)
Tasks - Contact person tab
Job Positions - Occupancy and Candidate tabs
Additional data (3rd page)
Classification and Employment (4th Page)
Qualification (5th page)
Calendar (7th page)
Documents (page 9)
E-shop (11st page) - CONTACT PERSONS
Work with contact persons
Functions above Contact persons module
Form - Mass Actions - Creation of Discount Coupons
Reports over the Contact persons
Journal of contact person
Calendar of contact person
Cont. persons - birthday + phone
Contact persons - self-stick labels 14pcs/A4
Envelopes without logo-cont. persons
List of cont. pers. by name with mobile
Listing of personal data
Scripts, functions
Contacts
Creation of activity of contact persons
The transfer of activities to another contact person
Contact persons - marketing classification
Creation of addresses of contact persons from partners
Find telephone numbers
Overwriting of address type
Contact persons import
Data anonymization at contact persons
Activities
Card of Activity
Basic Data (page 1)
Type of activities
List of activities (2nd page)
Calendar (page 7) - ACTIVITIES
Comments and External Documents (8th and 9th Page)
Working with activities
Reports over the Activities
Activity card
List of activities
Tasks for individual acc. to weekly calendar
List of linked activities
Scripts, functions
Versioning activities
Opening of the invoices in
Finding of the cycling activities
Save activity into the calendar
Conversion of activities over documents
Create activity from the document
Opportunities
Opportunities book
Basic Data (page 1)
List of activities (2nd page)
Offers (page 3) - OPPORTUNITIES
Demand (page 4) - OPPORTUNITIES
Calendar (7th page)
Comments and External Documents (8th and 9th Page)
Working with opportunities
Reports over the Opportunities
Journal of opportunities
List of opportunities
Statistical success
Evaluation of opportunities
Compare history of opportunities
Scripts, functions
Opportunities end
Update of opportunities
Competition
Campaigns
Campaigns book
Basic Data (page 1)
List of activities (2nd page)
Calendar (7th page)
Comments and External Documents (8th and 9th Page)
Reports over the Campaigns
Campaigns
List of partners for camp. acc. to selected activities
Evaluation of campaigns
CreditCheck
Setting of CreditCheck service in the K2 IS
CreditCheck in the K2 IS
ISIR Justice system in K2 IS
ISIR Justice
ISIR Justice service configuration in K2 IS
ISIR Justice system in K2 IS
K2 SyncService
K2 SyncService
Synchronization settings
ARES
Configure ARES service
ARES in K2 IS
ISDS (Data Box Information System)
Configure ISDS service
ISDS in K2 IS
Shared Purchase and Sale Elements
Basic data (1st page)
Entering and Editing of Document Header
Check of Business Period during Saving of a New Document
Documents (5th Page)
External Documents and Documents (9th Page)
Mutual Cohesion of Documents
Create Documents
Create Document by Flags
Create Document by Right Mouse Button
Create Document by F5 in Change Mode
Create Document from Your Current Module by Ins key
Create Document from Your Current Module by F6 key
Create/Adjust Document with Requirement of Item Selection
Create Document from Specimen
Create Documents in Bulk on Container
Create Document Via Guide for Creation of New Documents
Link Subordinate Document to Superior One
Addressees
Enter Addresses
Round Documents
Payment Conditions
Activity - document tab
Tasks - the tab of a document
Serial Numbers
Insert Serial Numbers
Menu Functions of Purchase and Sale Document
Bulk Actions
Actions - Prices
Actions - Documents
Actions - Other
Functions of Purchase and Sales Documents
Setting of Client Parameters
General
Shop
Sale
Purchase
Supplements
Insert Supplement to Document Header
Insert Supplement to Document Items
Methodologies - Shared Purchase and Sale Elements
Pricing in IS K2
Purchase Prices
Article card - Purchase prices
Update the purchase price on the Article card
Updating the Sliding price field
Update planned stock price
Example: Definition of purchase prices
Supplier Prices
Supplier Prices
Supplier Card - Supplier Prices
Selling Prices
Elementary Devices for Definition of Sale Prices
Margin
Price groups
Product Groups
Related Options, Parameters and Flags
Article card - Selling prices
Preparing of the price list
Article Prices
Display Selling Prices
Buyer Prices
Example: Definition of Selling Price
Example: Definition of Buyer and Customer price
Example: Change value settings to calculate the sale price
Date Prices
Hot Deals
Discounts
Example: Discount set on a Sale document item
Recalculate Prices
Recalculate Article Prices
Recalculate Customer Prices
Article Repricing
Change Exch. Rate and Recalculate Prices
Bulk actions - Change record
Recalculate Date Prices
Overview of parameters and selected fields that relate to the price creation of the K2 IS
EKOKOM - Records of packaging materials for the report on packaging production
EKOKOM - Export to Excel
Financing of E-waste collection - recycling fees
E-waste Tab
Bulk Adding/Editing of the E-waste Records
Adding a fee to a sales order
Adding Fee to a Purchase Order
More Settings
Technical details
EDI - Sale
Installation
Script parameter:
Description of individual pages
EDI - (Purchase)
Script parameter:
Description of individual pages
EDI - Import of invoices in
EDI Import settings
Excise Taxes - PaSSE
Definition of terms
Evidence of excise taxes in IS K2
Article card with excise tax records
Tax document
Examples
Example 1
Example 2
Example 3
Example 4
Example 5
Example 6
Example 7
Example 8
Example 9
Example 10
Sale
Settings of Sale
Books of Sale
Basic Data
Customers
Articles
Price Lists
Price List Settings
Books of Price Lists
General settings of Books of Price Lists
Settings for Business Year of Books of Price Lists
Price Lists
Price Lists - Book
Price List
Basic Data
Definition
Price Lists - Definition of Price Calculation
Definition items
Other Definition Items
Summary
Sale Items
Attached Docs.
Functions over Price Lists
Recalculation
Set Active
Price List Recalculation in Task Scheduler
Scripts and Reports
Price List Export
Price List Import
Data for Price Lists in the Book of Customers and Sale Documents (New User Interface)
Article - Price list
Joint Contracts
Joint Contracts Book
Joint Contract Document
Basic Data (1st page)
Items (2nd Page)
External documents (9th page)
Joint Contract Settings
Sales Orders
Book of Sales Orders
Sales Order Document
Basic Data (1st page)
Data - SALES ORDERS
Tax Summary - SALES ORDERS
Items (2nd Page)
Coupon Application
Documents (5th Page)
External documents (9th page)
Internal sales orders - internal reservation on production
Functions for Sales Orders
Cancel Sales Orders (F8)
Sales Orders - Work in Progress by Workplaces
Reports - Sales Orders
Contract
Statement of Sales Order
List of Sales Orders
Order Confirmations
Book of Order Confirmations
Order Confirmation Document
Basic Data (1st page)
Data - ORDER CONFIRMATIONS
Items (2nd Page)
Sorted Items (4th Page)
Documents (5th Page)
External documents (9th page)
Proform Invoices
Functions of the Order Confirmations Module Menu
Reports - Order received
Order Confirmation
Purchase Contract
Reserving Cards
Book of Reserving Cards
Reserving Card Document
Basic Data (1st page)
Data - RESERVING CARDS
Items (2nd Page)
Account Assignment (3rd page)
Documents (5th Page)
External documents (9th page)
Functions over Reserving Cards
Reports - Reserving Cards
Reserving Card
Release Notes
Book of Release Notes
Release Note Document
Basic Data (1st page)
Data - RELEASE NOTES
Excise Tax - Release Note
Items (2nd Page)
Account Assignment (3rd page)
Documents (5th Page)
Serial Numbers (6th Page)
External documents (9th page)
Functions of the Release Notes Module Menu
Form - Bulk Actions - RELEASE NOTES
Functions for Release Notes
Reports - Release Notes
Release Note
List of Release Notes
Delivery Notes Out
Book of Delivery Notes Out
Delivery Note Out Document
Basic Data (1st page)
Data - DELIVERY NOTES
Items (2nd Page)
Documents (5th Page)
External documents (9th page)
Functions of the Delivery Notes Out Module Menu
Reports - DELIVERY NOTES
Delivery Note
List of Delivery Notes
Invoices Out
Book of Invoices Out
Basic Data (1st page)
Data - INVOICES OUT
Tax Summary - INVOICES OUT
Items of VAT Documents - INVOICES OUT
Internal Documents
Intrastat - INVOICES OUT
Items of Intrastat Documents - INVOICES OUT
Excise Tax - INVOICES OUT
Items (2nd Page)
Account Assignment (3rd page)
Documents (5th Page)
Payments (6th page)
Automatic Payment by Cash Register and Internal Document
External documents (9th page)
Functions of the Invoices Out Module Menu
Form - Bulk Actions:
Functions over Invoices Out
Cancel Invoices (F8)
Transfer of Invoice Payments Alt+F6 (Ctrl+F6)
The rounding of domestic Invoices depends on the Payment Method
Credit Notes
Correction of Price
Create Credit Notes in bulk
Create Stock Documents Only
Posting
Credit Notes
Credit Notes in Preview Pane
Preview Pane Settings - Credit Notes
Reports - Invoices Out
Invoice Out
Advances Received
Book of Advances Received
Document Advance Received
Basic Data (1st page)
Data
Items of VAT Documents
Internal Documents
Items (2nd Page)
Account Assignment (3rd page)
Payments (6th page)
External documents (9th page)
Functions of the Advances Received Module Menu
Form - Bulk Actions:
Functions over Advances Received
Create Repeated Advances Received
Rounding of Advances
Methodologies to Advances Received
Process of Receiving an Advance From a Customer
Call for Payment
Received Payment (Money Receipt)
Payment of Advances in Foreign Currencies
Deduction of Advance Received on Invoice Out
Example of a non-tax Advance Received
Posting of Advance Received
Partly paid/overpaid Advance
Credit Notes to Advances
Credit Notes to Revalued Advances
Other Receivables
Books of Other Receivables
Other Receivables Card
Other Receivable Document
Basic Data (1st page)
Data
Items (2nd Page)
Account Assignment (3rd page)
Payments (6th page)
External documents (9th page)
Card of Other Receivables
Basic Data (1st page)
External documents (9th page)
Functions of Other Receivables
Functions over Other Receivables
Create Repeated Other Receivables
Reports - Other Receivables
Other Receivable
List of other receivables
Credits
Credits (Book)
Credits - Basic Data
Credits - Status
Credits - Breaking
Supplier/Customer - Credits
Sale Items
Profit, Margin and Stock Price
Evaluating of Sale
Coupon Discounts
Discount Coupons
Discount Coupons (1st page)
Discount Coupons - Validity (2nd page)
Discount Coupons - Evaluation (3rd page)
Discount Coupons - Documents (9th page)
The settings of discount coupon status
Functions for Discount Coupons
Selling in Shop (Retail Sale)
Preparation for Running a Retail Sale
Retail Sale Parameters
Retail Sale
Retail Sale Tab
Entering a Business Transaction
History Tab
Loyalty programs
Functions
Sale Methodologies
Sale of articles in the store
Preparation Before Running the Script
The Parameters of the "Selling in Shop" Script
Entering a New Business Transaction
Paying a Sales Order
Calculation VAT From Above Method in the K2 IS
Settings in Books of Sale
Settings of Rounding in the Administration of Own Companies
Constant Settings for VAT Rates
Instalment Selling, Suspensions
Create other receivable from an invoice
Cession of Receivables
K2 IS Settings
Refer a receivable, for which no corrective item has been created
Refer a receivable, for which a corrective item has been created
Commission
Commission - Example
Assigning Commissions
Acknowledging commissions regardless of the Invoice payment status
Acknowledging commissions in ratio according to how the Invoice has been paid
Overview of Acknowledged Commissions
Technical solution
Purchase
Setting of Purchase
Books of Purchase
Purchase Orders
Book of Purchase Orders
Purchase Order Document
Basic data (1st page)
Data - PURCHASE ORDERS
Tax Summary - PURCHASE ORDERS
Items (2nd Page)
Documents (5th Page)
Ext. Documents (9th page)
Functions of Invoices Out module menu
Form - Bulk Actions
Functions over Invoices Out
Order Cancellation (F8)
Purchase Orders Reports
Request for Quotation
List of orders
Script to create orders for demanded articles
Create orders for demanded articles
Delivery confirmation
Book of Delivery Confirmations
Delivery Confirmation Document
Basic data (1st page)
Data - DELIVERY CONFIRMATION
Items (2nd Page)
Documents (5th Page)
Ext. Documents (9th page)
Menu module functions - Delivery Confirmation
Delivery Confirmation Report
Delivery Confirmation
Receipt cards
Receipt Cards Book
Receipt Card Document
Basic data (1st page)
Data - RECEIPT CARDS
Items (2nd Page)
Assignment (3rd page)
Documents (5th Page)
Serial Numbers (6th Page)
Ext. Documents (9th page)
Functions of the Receipt Cards module menu
Form - Bulk Actions - RECEIPT CARDS
Functions above Receipt Cards
Receipt Card Reports
Receipt card
List of Receipt cards
Invoices In
Invoices In Book
Account Number
Payment Status
Basic data (1st page)
Credit Notes - PURCHASE
Posting - PURCHASE
Instalment Invoices
Functions over Invoices In
Invoice In Reports
Invoice In
Invoice statement
Advances Provided
Document Advance Provided
Deduct Advance Provided to Invoice In
Credit Notes of Advances
Functions over Advances Provided
Rounding of Advances
Other liabilities
Books of Other Liabilities
Book of Other Liabilities
Document of Other Liabilities
Other Liabilities Card
Reports - Other liabilities
Other liability
List of other liabilities
Items of purchase
Purchase evaluation
Functions of Purchase Documents
Function
Complaints / Service
K2 IS settings
Complaints / Service module settings
Service Presets
Setting of phases
General settings
Service progress
Administration of books
Service orders - book
Functions over Scripts and Records book
Basic Data (page 1)
Service sheets (2nd page)
Contract Items (4th page)
Functions over items of Service orders
Documents (5th Page)
Documents (page 9)
Service sheets - book
Functions over Service sheets book
Basic Data (page 1)
Service sheets tabs
Description of defect
Customer´s statement
Serial Numbers
Components
Appurtenance
Parameters
Service statement
Service recommendation
Phase (Page 2)
Phases of service sheet in regards to
Inferior (4th page)
Documents (5th Page)
Documents (page 9)
User parameters
Reports
Service contract
Undo the confirmation of service orders
Service sheets
Service Protocol
List of service sheets
Service evaluation
Complaint document
Continuous examples of service cases
Service case - repair
Service case - Complained justified/unjustified
Service case - Returning money
Maintenance
Basic settings
Serviced equipments
Basic data (1st page) - Serviced equipments
Components (2. page) - Serviced equipments
Service operations (3. page) - Serviced equipments
Task definition (4. page) - Serviced equipments
Documents (5th page) - Serviced equipments
Attachments (6. page) - Serviced equipments
Scheduled service tasks
Basic data (1st page) - Scheduled service tasks
Documents (2. page) - Scheduled service tasks
Calendars
Service requests
Basic data (1st page) - Service requests
Logistics
Stock
Warehouse Settings
Books of Warehouses
Warehouses
Basic Data (page 1)
Basic and Summing Warehouses (2nd page)
Zones (3rd page)
Location
Locations book
Basic Data (page 1)
Items (page 2)
Movement (page 8)
Documents (page 9)
Handling Units
Book of Handling Units
Basic Data (page 1)
Items (page 2)
Articles
Book of Stock Items By Periods
Serial Numbers
Transfer notes
Book of Transfer Notes
Basic Data (page 1)
Items (page 2)
Assignment (3rd Page)
Serial Numbers (6th Page)
Documents (page 9)
Internal Transfer notes - particularity
Functions Over Transfer Notes
Functions of the Transfer Notes Module Menu
Form - Bulk Actions
Receipt Cards
Release Notes
Job cards
ABC Analyses
Book of ABC Analyses
Basic Data (1st Page)
Items (page 2)
Configuration of ABC analyses
Calculation of ABC Analyses
Forecast of sales and supplies
Article Card - V Page - Forecasts Folder
Forecast Configuration
Run Forecasts
Methodologies Over Stock
Create Corrective Transfer Note
Commercial Consignments
Services of Consignment
Basic Data (page 1)
Consignments
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Functions over Consignments
Collections
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Packets
Basic Data (page 1)
Ext. Documents (9th Page) - Packets
Consignment Configuration
Configuration
Services
Consignment Category
Code List
Save Consignment Configuration
Reports over Consignments
DPD Label
PPL Label
Process No.:
Czech Post Label
List of Consignments
List of Packages
List of Packages in Collection
Czech post label 1
List of Packages of Collection Without Bar Code
Packets - Bulk Posting Form
Scripts, functions
Export file of the Czech post of the N type
Carriers - Settings Specifications
In Time
Set Parameters for Communication with IN TIME
Send Consignments to IN TIME
DPD
The Czech Post
Carriers - Implementation
General Implementation of Consignment Services
Implementation via DPD (through API)
PPL Sprint Label Implementation
PPL Parcel Implementation
Geis Cargo Implementation
Geis Parcel Implementation
Transport
Books of SAD and Transport
Vehicles
Vehicle Card
Basic Data (page 1)
Basic Data (page 2)
Rates (3rd Page)
Fuel Consumption (4th Page)
Costs Records (5th Page)
Vehicle Operation Records (VORs) (6th page)
Vehicles - Driver's Report Book (7th Page)
Documents (page 9)
Reports above Vehicles
List of Vehicles
Vehicles Overview
Road Tax Code Lists
A road tax rate.
Road tax records
Driver's Trip Tickets
Travel Orders Code Lists
Initialization of Travel Orders Code Lists
Travel Order Document
Reports over Travel Orders
Vehicle Operation Records (VORs)
VOR Card
Basic Data (page 1)
Drives (2nd Page)
Documents (page 9)
Functions of the VORs Menu
Form – Actions
Distribution Plan
Distribution Plan Card
Basic Data (page 1)
Items (page 2)
Functions over Distribution Plans
Functions of the Distribution Plans Module Menu
Form - Documents
Form - Bulk Actions
Form – Actions
Distributions
Distributions Card
Items (page 2)
Documents (page 9)
Functions over Distributions
Functions of the Distributions Module Menu
Form - Documents
Form - Bulk Actions
Form – Actions
Linking of Distribution and Primary Document
Driver's Report Book
Driver's Report Book - 1st page
Functions of the Driver's Report Book Module Menu
Form – Actions
Driver's Report Book
Mobile Terminals
Production
Production example - Simple gingerbread for figurines
Procedure
Basic Data of Production Module
Articles
Article categories
Direct materials (Category A)
Indirect and Additional Materials (Category B)
Cooperation (Category E)
Finished product (Category H)
Outputs of production resources (Category K)
Intermediate, Faulty products (Category M)
Semi-finished product (Category P)
Overheads (Category R)
Employees outputs (Category V)
Articles (Category Z)
Batch records
Calculation Models
The Calculation of the Product Price (Calculation)
Books of production
Routings
Basic Data (1st page)
Items (2nd page)
Ext. documents (9th page)
Functions over Routings
Functions of Routings Menu Module
Form - Bulk action
Resources
Basic Data (1st page)
Items (2nd page)
Job queue (3rd page)
Production operations (4th page)
Capacity Plan (5th page)
Daily plans
Ext. documents (9th page)
Functions for Resources
Functions of Resources Module Menu
Form - Bulk actions
Resources - Capacity plan
Resources - Capacity plan Periods/resources
Operation
Basic Data (1st page)
Items (2nd page)
Ext. documents (9th page)
Functions of Operations Module Menu
Form - Bulk actions
Warehouses
Workplace
Basic data
Daily plans - WORKPLACES
Functions for Workplaces
Workplaces - Capacity plan Periods/workplaces
Work Shifts
Basic data
Job Cards
Job Cards book
Basic Data (1st page)
Superior documents of a job card
Parameters of batches
Plan (2nd page)
Serial Numbers (6th Page)
Actual State (4th page)
Documents (5th Page)
7th page
Gantt - production status (8th page)
Ext. documents (9th page)
Functions over Job Cards
Functions of Job cards Module Menu
Form - Bulk action
Form – Actions
Reports of Job Card
Job card
List of job cards
Statement of job cards
Production orders
The Production orders book
Basic Data (1st page)
Plan (2nd page)
Execution (4th page)
Costing (5th page)
Gantt - production status (8th page)
Production Planning and Supply
Calendars
Calendar (1st page)
Calendar item
Definition items (3rd page)
Attached calendars (4th page)
Dispatcher
Coverage
Resources
Documents
Gantt - DISPATCHER
Collisions
Schedule job cards
Functions of Dispatcher Module Menu
Form – Actions
Scheduler
Resource chart
Task chart
Resources
Documents
Collisions
Protocol
Production completion
Production completion
Run the script
Entering operations
Edit routing items
Completion of entered operations
Combine completion job cards
Production of serial numbers
Independent completion of set-up times
Gantt production status
Produced items by categories book
Job cards Operation book
The Production items book
Functions of Production Module
Production methodologies
Material requisition
Cooperation
Projects
Basic settings
Books of projects
Default settings
Project Roles
Rights description of project roles
Project resources
Basic Data (page 1)
Items (page 2)
Job queue
Worksheets
Capacity Plan
Documents (page 9)
Project Calendar
Basic Data
Definition items
External calendars
Projects
Basic Data (page 1)
Phases
Basic Data (page 1)
Other data
Worksheets
Attachments
Project overview
Functions above phases and resources at page 2 of project
Other data
Worksheets
Documents (page 9)
Gantt (SHIFT+F8)
Project planning
Function
Project - weekly overview in Excel
Function of Projects module menu
Form - Mass Actions
Invoicing
Reports
Project
Project in landscape format
Project - evaluation
Project budget
Handover Protocol
Course of Project Implementation
Phases / planned activities
Assigned resources
Worksheets
Function above Phases / planned activities book
Job queue
Basic Data
Worksheets
Mass Actions
Reports
Worksheet
List of worksheets
Finances
Introduction to finances
Bank
Bank code lists
Card of bank document
Basic Data (1st page)
Documents (9th page)
Bank
SWIFT code list
Banker's orders
Document Banker's order
Basic Data (page 1)
Items (page 2)
Banker's orders - Item (1st page)
Banker's orders - Item (2nd page)
Documents (page 9)
Functions over Banker's Orders
Functions over Banker's Orders
Bank statements
Document Bank Statement
Basic Data (page 1)
Items (page 2)
Bank statements - Item (1st page)
Bank statements - Item (2nd page)
Account assignment (3rd page)
Documents (page 9)
Functions over Bank Statements
Matching Payments in Bulk
Recalculation of bank account balances
Current balance
Load account movements
Reports over Bank Statements
Homebanking
Export banker's order
Common parameters for banker's order
Grouping of items
Foreign orders parameters
Parameters for Mulricash
KB Best Parameters
Parameters for CM
Parameters for Sepa .xml formate
CNB Formate
Example of exported files
Example: Banker's order - Citibank system
Example: Banker's order - Geminy system
Account assignment and posting of the bank statement
Common parameters for banker's order
Parameters for Mulricash
Parameters for PayPal
Parameters for Geminy
Parameters for CSV - BANK STATEMENT
Parameters for CM (compatible media)
Example of imported files
Example: Bank statement - Multicash system
Example:
Example:
Example:
Example: CB Best system
Example: CB system
Example: Citibank system
Pairing and Sorting Items
Banks and systems used
Bank API
API settings for FIO banku
Automatic statement downloading
Cash Register
Code list of cash register
Card of cash voucher
Basic Data (1st page)
Documents (9th page)
Cash register
Cash vouchers - Book
Cash voucher
Basic Data (page 1)
Items (page 2)
Account assignment (3rd page)
Documents (page 9)
Functions over Cash Vouchers
Recalculate cash register balances
List of coins and Cash deposit form
Function menu module Cash vouchers
Form - Bulk Actions:
Functions over Cash Vouchers
Cash voucher
Items of payment documents
Items of payment documents
Functions over Items of payment documents
Automatic report
Open items
Open items book
Function over the book of open items
Payment morale - basic information
Payment morale
Payment morale - unpaid invoices with due date in term
Payment morale - Credit notes
Payment morale - Credit notes and unpaid invoices with Accounting transaction date from-to date
Export of receivables for the bank
Reminders
Books of Reminders
Reminder parameters
Book of Reminders
Basic Data (page 1)
Items (page 2)
Documents (page 9)
Create Reminders
Edit Reminders
Example of creation the Reminders from the Open Items book
Functions over Reminders
Functions of Reminders Module Menu
Reports over Reminders
Information about reminders on the primary documents
Cash Discount
Cash Discount Settings
Setting payment conditions, billing
Apply Cash Discount
Cash discount for Sale
Cash discount for Purchase
Cancel application of cash discount
Update of payment conditions on commissions and sales orders
Financial Management
Set-off
Set-off proposal
Printing and editing Set-offs
Confirm Set-Off
Processing invoice payments with credit cards
Invoice payment “By card”
Match payments made by credit card
Technical solution
Penalization
Select invoices for penalization
Create Penalty Invoices
Print penalty invoices
Technical solution
WEB and e-shop
Webs and E-shops - data in K2
General modules
Book Webs and E-shops
Webs and E-shops - Basic data
Webs and E-shops - Webs and E-shops Settings
Supported languages
Supported currencies
Price Groups
Countries of delivery addresses
Countries of invoice addresses
Default values
Pages in General
Articles Catalogue
Article Detail
Shopping Cart
User accounts
Documents Display
Specific pages
Homepage Tabs
Searching
States of records
Types of Records
Analytical tools
Embedded page content
Branches and own warehouses
Testing
Action of sending e-mails
Offer Settings
Webs and E-shops - Items
Webs and E-shops - Delivery Terms and Payments
Webs and E-shops - tab Parameters
Attachments - tab Links
Registration Book
Registered emails book
Offers from the web and e-shop
Creating offers from the web and e-shop
Direct sales in the terrain
Book of Article Category
Article Category - Basic Data
Article Category - Items
Category - Articles Summary
Article Category - Links
Category Book - tree
Web Menu Book
Web Menu - Basic data
Web Menu - Web items
Text Pages Book
Text Pages - Basic Data
Embedding “nested” pages - widgets
Book of Shipping Method for E-shop
Shipping for E-shop - Basic Data
Shipping for E-shop - Attachments
Book Payments for E-shop
Administrator
Conversion
Conversion of balance of invoices out
Conversion of balance of invoices in
Stocks levels conversion
Upgrade the system for the new year
Loading the code list of Business year and Periods
Setting of books
Setting of a current period of the user
Summary
Basic settings
Users - set-up of rights
Users book
Basic data (1st Page - Users)
Groups of Rights (3rd Page - users)
Recording Rights (4th Page - Users)
Rights (5th Page - users)
Forbidden fields Rights (6th Page)
An overview of defined users parameters (7th page)
Description of Individual Rights
Purchase and Sale
General - Purchase and Sale (rights description)
Purchase
Purchase orders (rights description)
Delivery confirmations (rights description)
Invoices in (rights description)
Receipt cards (rights description)
Items - Purchase (rights description)
Advances provided (rights description)
Other liabilities
Sale
Sales orders (rights description)
Delivery notes (rights description)
Invoices out (rights description)
Order confirmations (rights description)
Reserving cards (rights description)
Release notes (rights description)
Other receivables
General - Sale (rights description)
Items - Sale (rights description)
Advances received (rights description)
Price lists
Promo actions
Complaints / Service
Service orders
Service sheets
Phases of service sheet
Configuration
Payroll
Personnel data
Employments - RIGHTS
Payroll documents - RIGHTS
Payroll documents per employee - RIGHTS
Payroll documents per book - RIGHTS
Wage item - RIGHTS
Wage data
Wage posting - RIGHTS
Wage components
Wage calendar
Wage constants
Minimum wage rates
Internal wage rates
Wage periods
Trade unions
Wage parameters
Wage deductions - RIGHTS
Payroll payables - RIGHTS
Qualifications of employees
Administrator
Users (rights description)
Groups of users rights (rights description)
User parameters (rights description)
General - Administrator (rights description)
Client parameters (rights description)
Clients (rights description)
Masks of filters/searching (rights description)
Books of purchase (rights description)
Books of sale (rights description)
Books of production
Books of Accounting (rights description)
Books of IC bank - (rights description)
Books of payroll documents
Books of payroll payables
Bank accounts (rights description)
Books of assets (rights description)
Books of cash register (rights description)
Books of letter post
Books of internal documents
Books of reminders
Books of projects
Books of other receivables
Books of other liabilities
Books of warehouses (rights description)
Books of travel orders
Books of price lists
Books of shipment services
Tasks (rights description)
Database administration (rights description)
Recalculations (rights description)
Select Columns (right description)
Reports and functions (F9) (rights description)
Changes (rights description)
Consistency (rights description)
Opening levels (rights description)
SQL Queries in Filters - (rights descriptions)
Sorting, filtering, grouping (rights description)
Access to settings level
Folders (rights description)
User's rights (right description)
Data export - import
Synchronise
ARES
Data boxes
Code lists
Suppliers and customers (rights description)
Articles (rights description)
Supplier prices (rights description)
Batches (rights description)
Custom Tariff (rights description)
Codes (rights description)
Countries (rights description)
CZ-CPA (rights description)
Parameters for Columns Colours (rights description)
Colours (rights description)
Fonts (rights description)
Notes (rights description)
External documents (rights description)
Joint contracts (rights description)
Periods (rights description)
Article brands (rights description)
Units of Measure (rights description)
Supplier product groups (rights description)
Product groups (rights description)
Language supplements (rights description)
Location (rights description)
Type of plan (rights description)
ABC Analyses
Product keys
Customer keys
Discount coupons
Address
General
Analytical dimensions
Payment Method
Mode of transport
Excise Tax
Projects
Projects - roles - RIGHTS
Projects - calendar - RIGHTS
Projects - resources
Projects - resources prices - RIGHTS
Projects - names of stages/activities - RIGHTS
Projects
Projects - Stages / scheduled activities
Projects - Assigned resources - RIGHTS
Projects - work sheets
Marketing
Partners (rights description)
Contact persons (description of rights)
Opportunities - RIGHTS
Quotations - RIGHTS
Requests for quotation - RIGHTS
Campaigns (rights description)
Activities (rights description)
Sent letter post
Received letter post
Posting cheques
Classes (rights description)
Satisfaction (rights description)
Acquisition (rights description)
Priorities (rights description)
Type of Firm (rights description)
Line of Business (rights description)
Origin (rights description)
Financial Potential (rights description)
Solvency (rights description)
Agreed Care (rights description)
Number of employees (rights description)
Turnover (rights description)
Profit (rights description)
Reference value (rights description)
Prospect (rights description)
Status (rights description)
Evaluation (rights description)
Marking (rights description)
Department (rights description)
Office (rights description)
Mode of transport (rights description)
Functions (rights description)
Position (rights description)
Hobbies (rights description)
Knowledge (rights description)
Presents (rights description)
School (rights description)
Qualities (rights description)
Title (rights description)
Mail (rights description)
Electronic addresses (right description)
Call centre (right description)
Consignments
Consignment services
Bulk pick up
Tasks - RIGHTS
Assets
Book of assets (rights description)
Premises and process records (rights description)
Depreciation presets (rights description)
Assets plane(rights description)
Categories of assets (rights description)
Configuration (rights description)
Warehouses
Warehouses (rights description)
Transfer notes (rights description)
Balancing Documents (rights description)
Stocktakings (rights description)
Single administrative doc
SAD - Direct Import (rights description)
SAD - Bonded Stock (rights description)
SAD - Direct Export (rights description)
SAD - Execution (rights description)
SAD - Transit (rights description)
SAD - Simplified receipt (rights description)
SAD - Simplified release (rights description)
SAD parameters (rights description)
Customs rates (rights description)
Transport
Vehicles (rights description)
Distribution (rights description)
Vehicle Op. Records (rights description)
Driver's Report Book (rights description)
Driver's Trip Tickets (rights description)
Road tax records
Production
Routings
Operations
Resources
Job Cards (rights description)
Production orders
Production planning (right description)
Calendars
Bank and Cash Register
Bank - code lists
Bank statements (rights description)
Banker's orders (rights description)
Cash Vouchers (rights description)
Open items
Reminders
Items of payment document
Customer rating services
Discount
EET
Financial Management
Accounting
Account assignment (rights description)
Accounting Journal (rights description)
Chart of accounts (rights description)
General Ledger (rights description)
Posting keys (rights description)
Matching symbols (rights description)
Headings of ec. analyses (rights description)
Lines of ec. analyses (rights description)
Calculate Economic Analyses (rights description)
Ledgers (rights description)
VAT documents (rights description)
Internal documents
Road tax
Adjusting entries to receivables
Workflow
Procedures (rights description)
Processes (rights description)
Type dictionary (rights description)
Products (rights description)
Groups (rights description)
Organizational structure
Organizational structure
Organizational units
Occupied employees
Job positions
Job-seekers
Required qualifications
Other
General (rights description)
Intrastat - RIGHTS
Payroll - original module
Evaluation and Analysis Services
Analytical evaluation
OLAP views (rights description)
Special (rights description)
Aggregation - mathematical functions
Web and e-shop
Web and e-shop
Texts
Modules
Registration
Category
Menu
Text pages
Banners
Purchases and payments
Purchase orders
Articles
Templates for email
Actions for email
Administration
Reports over the users
Rights statement
Right statement - User/Group
Groups of users
Held Records
Changes
Clear cache
Initialization of version
Data export - import
Code lists
Periods
Countries
Currencies
External documents
Article brands
Language supplements
Language supplements - 1st page
SKP code list
Colours
Fonts
Opening levels
From A to P
From Q to ˇ
Parameters
Client parameters
1st - General
2 - Shop
3 - Evaluation
4 - Other
User parameters
General (Page 1)
User Parameters - Language
Purchase and Sale (2nd Page)
Accounting (Page 3)
Environment (5th Page)
Another options
Personnel and wages data
Default group
Delete Parameters for Client
Delete Parameters for Conf
ARES parameters
Recalculations
Recalculate daily stock levels
Recalcul. of preliminary balance sheet
Recalculation of bonded stock
Error logs
Consistency
Blocking of periods
System
Administration of Books
Licence administration
Administration of clients
Clients - 2nd page
Task scheduler
Finance
Marketing
Workflow
Administration of objects
Set Internet connection
Reinstall manager
Modules
External Additional Fields
Creation of additional field
Procedure for inserting of a new field
Application statistics
Administration of application statistics
Browser of outgoing statistics
Browser of local statistics
Dashboards
Not used scripts and records
Transfer of customization
Export customizations to file
Import customizations from file
Partial K2 update
Unit substitution in scripts
Fulltext keys setting
Reinstallation
Change Password
Scripts, reports
Scripts, reports – 1st page
Functions in the Scripts and Records book
Reports over the Administrator
Change documents
List of error messages
List of current error messages
Alphabetical list of rights
Technical documentation
Guide for transition
Pre-installation preparation
Minimum version to transition
Preparation of fields with the price in the currency
Reinstallation instructions
Standard document reports and the BusinessRegister parameter
Exchange rate import
Module process steps
Customization changes
Change in scripts and reports
Ancestor property of data modules TDx_Pozn
Object designer
Changes in the section Payment gateways in the e-shop
List of changes to this document
Duplicate connected document modules on TD_Baz
Canceled the Sales and Purchase Book Codes field
Change the default value of the COMPANYCURRENCY parameter
Article - change of Brand field (for eshop)
Exclusion of reports from the standard
K2 API - services K2
Introduction
Installation and basic settings
Prerequisites
Recommended deployment for accessing API from the Internet:
K2 installation
The most common problems with API installation and configuration
Structure of URL address
Web services
Data service
The list of the data object records
Detail of the specific data object
Creating the new record
Change of the existing record
META service
The list of the available data objects published for the API
The detailed structure of the specific data module
Formation service
The list of the available scripts and reports
Running script or report without specifying data
Running the script when specifying the data
Running the script with HTML result
Running the script or report and download output file
Treatment errors when working with web services
Example of calling of the special script
Authentication of K2 API requests
Examples
Advanced API configuration
Set the request size limit, or the maximum length of the URL address
"Binding" configuration
K2 Payment terminal
K2 payment terminal via TCP/IP
Supported devices
Settings
Script
Logging
K2 Installer
Introduction
K2 Installer
User registration for FTP infoservice
Installer description
The user interface
Other installations
Settings
Help
Localization
Use
Starting the installer
What to do in case of problems?
Available installations
K2 IS installations
Description
Software requirements
New installation
Taking over the existing K2
Local installation
Principle of local installation
Solving known problems
K2 update service
Installation of update service
Principle of local installation update
K2 remote management of local installations
K2 Update Service distribution and Local Installation using domain group policy (GPO)
K2 Application server
Description
Software requirements
Installation
K2 Application server 64 bit
Description
Software requirements
Installation
K2 4WEB
Description
Web K2
Description
K2 web services server
Description
K2 callcenter
Description
Software requirements
Asterisk server service
Description
Software requirements
K2 Outlook server plug-in module
K2 Outlook client plug-in module
Description
Software requirements
K2 E-shop
Description
K2 E-shop, company websites
Description
Software requirements
Installation
Extensibility with additional installations
Requirements for installation package
Implementing into the K2 installer
Deployment of eshop on IIS k2 gaia
K2 Application server
Description
Software requirements
Installation
IIS Installation
K2 installation
PHP Installation
K2 E-shop
Description
Pictures for Eshop
Secure IIS settings for K2 Eshop
IIS settings
Setting up individual parts of IIS
X-Frame-Options Header Not Set
X-Content-Type-Options Header Missing
Set-Cookie – HTTPOnly a SecureFlag
HTTPONLY
SECUREFLAG
XSS Protection
Using or redirecting HTTPS
Status 200 OK
Summary of secure settings in IIS
Reinstallation of K2 gaia
Introduction
Dictionary of terms
Create a test environment for reinstallation
Reinstallation procedure
Individual steps of reinstallation
Decision making: Is the executable K2 available?
Log off all users
Backup all databases
Perform pre-installation preparation
Perform required initializations in clients where they are missing
Backup all databases 2
Decision making: The databases are identical to the installed K2 version
Decision making: Are there database backups?
Restore databases from a backup
Check disk space (C, installation, database)
Start the reinstallation
Decision making: Is there an original K2?
Decision making: Is there a record in the K2 installer?
Remove an existing K2 installation
Decision making: Removal OK?
Install the new version files
SQL conversion
Required initialization part 1/2
Decision making: Was there an original K2 exe?
Data import
Required initialization part 2/2
Import license
News in version
News K2 gaia.01
Basic Function
Record comparator
Basic Code Lists and Supporting Modules K2
Articles - change of the Brand field (for eshop)
Analytical axis configuration - option to set the default display
Article - other fields divided into own companies
Maintenance
New module for Service and Maintenance
Sale/Purchase
List of non-deducted advances on the date (ADV_LIST02.AM) - new AllBook parameter for displaying documents from all books
Recalculation of prices
Sales order - Confirmed for and Dispatch date
Displaying superior comments on purchase and sales documents
Purchase Order - Purchase Order date and 1st delivery confirmation
Production
Dispatcher and Scheduler settings
New module of Production costings
Change of the field length - Routing variant abbreviation
Attachments to routing and job card operations
Projects
Stages / activities - confirmation, undo the confirmation
Projects - numbering of stages / activities
Projects - confirmation / undo the confirmation according to the continuing
Projects - reports - new parameter
Division of code lists
Change of source on the work report
Finance
The Banking API
Payment documents - switching the book to another own company while creating the document
New fields on Bank Statements, Bank Orders, Cash Documents, Internal Documents and Reminders
Financial management - calculation of the Due date for orders and sales orders
Validation of the Abbreviation field in books with EET
Evaluation and Analysis Services
Article axes and Customer without sort level
User name for the Code 1 and Code 2 axes
Assets
New module Assets
Changes of Books of Assets
Changes of Depreciation Plans
Changes of Depreciation presets
Changes of SCP code list
New code list Asset location
Changes of Asset register
Functions changes in Assets module
Changes to bulk actions on asset cards
New book Assets Location
New function Conversion of assets
Renaming of the original Assets module
Web and e-shop
Search (Elasticsearch)
Virtual categories
Brands
Changes in the Payment Gateways section of the e-shop
ComGate payment gateway integration
Product ratings and questions
Script EshopCron.PAS
Administrator
New system of rights settings
New rights in the Assets module
Use new asset
Change the default value of the COMPANYCURRENCY parameter
New module of Loyalty programe
Web K2
Column filter
Line editing and coloring
Tree structure
Connection recovery - mobile devices
Two-factor verification
Calender
CZ
SK
EN