News in version

News K2 gaia.03

Basic Function

Filtering in the view application

The option to select a "main" filter is added to the view definition that will run when the view is applied - even in the case of a memorized view when leaving the form and restarting it.

The filter is selected by a command in the input, (three dots), or by entering a valid name or Guide.

If the filter is also set in Shortcut, it will run two in a row. It need to be choose whether I will have the filter in the view or in the shortcut.

The memorized view (ApplyAttributes) is applied only during the first implementation.

If the view is entered into the form from the outside (from the shortcut), it is not remembered in the attributes. Instead, the form tries to keep the view last selected and remembered by the user.

Basic Code Lists and Supporting Modules K2

Analytical axes - extension of evaluation by asset movements

In the code lists of analytical axes (Cost Center, Contract code, Article code, Code 1 - 6, Officer, Device), we have added Movements of assets - depreciation to Items and Evaluation.

Communication

Possibility to set internet calendars

The K2 calendar can be linked to Internet calendars, where using the URL path defined from K2, it will indicate the possibility of configuration with other calendars, specifically with iOS, Android and Exchange. Calendar users now have the ability to have an overview of calendar or client data on their mobile devices.

Sale/Purchase

Advances provided - added option to change external number

Above confirmed advance provided, which is not in the status of a tax document, an option to change External number was added to the function Ctrl + F6 to Change account. trans. and tax point date.

Books of Sales - Added Bank Account field

The Bank Account field has been added to the Books of sales.

If a Bank Account is defined in the book of sales, the Bank Account from the book will be added to the sales order, free invoice and advance (in this case it will not be taken over from the customer). On invoices and advances for the sales order, the Bank Account will be taken over from sales order as before.

If the bank account field in the book is empty, the existing functionality remains.

Price lists - news

Price lists include following changes from versions K2 luna.07 and K2 gaia.03:

1) In the Price list settings, the Prices by date of the contract issue was canceled and at the same time this field was replaced by a new Prices by data field, which takes values:

- Today - prices are set according to the current day.

- Date of issue of the contract - the prices are added according to the date of issue of the contract, if it is contract or a subordinate document, or the date of issue from a free document.

- Delivery date on the contract - prices are added according to the required date on the contract.

2) If the Other price list option is selected in the price list definition in the Original price source section, then the field Take over all quantity prices will be made newly available. If it is checked and different prices for different quantities are defined for the same article in the default price list, then all records according to the default price list are taken over in the new price list and the Quantity and Unit fields in the Quantity dependency section are disabled. If it is not checked, then only one record with the lowest price will be created in the new price list in the definition items.

Logistics

New Dead stock module

We have created two new functions for detecting dead stock:

• Dead stock levels: evaluates article cards regarding if the quantity in stock originates from receipts older than the specified number of days.
• Articles without movement: evaluates article cards with regard to their last release movement.

The functions are available in the book of Articles, in universal forms, on the ribbon on the Bulk actions tab, under the button Dead stock.

Posting of a travel order - the Customer axis is not transmitted

When posting a travel order with a cash or internal document, the Customer added on the travel order shall not be added in the document.

Creating consignments - Balíkobot - manipulation units

There is a new parameter "ShowFrmHandlingUnit" in the Create consignments (ParcelCreate.pas) script. It enables to define manipulation units a their quantities for each packet created - in case, you are numbering the consignments via the Balíkobot partner and you use a transport company or service which requires manipulation units (cargo and palett transport). For each packet there are later printed as much labels as the number of manipulation units is entered.

Production

Routings - copy items from other routings - new key shortcut

There is a new key shortcut in the manufacturing routings in the classic forms for the function of Copy items from other variant. Instead of F6 there is the Ctrl+F6 shortcut for this function. The function is not available when displaying the multi-level routing.

Projects

Logical checks on the following of stages / activities

When entering follow-up, logical checks are now performed by the program, so it is not possible to enter follow-up Stages / planned activities as follows:

• The stage / activity must not follow on from itself
• The Stage / Activity may not follow the same Stage / Activity more than once
• Stage / activity must not follow on the superior Stage / activity
• When connecting, the Stages / activities must not follow in a circle, eg: (E3-> E2-> E1-> E3), (E2-> E1-> E2)

Stages/activities - predecessors, successors

You can add calculated fields Predecessors and Successors to the columns on the Stages / activities tab, which show the connections of individual Stages / activities.

The Predecessors field is newly editable and can be filled in directly in the column by line editing. If the user does not enter the type of connection after the stage / activity number for connection, FinishToStart is added by default.

After the number Stages / activities, the abbreviation of the connection type is displayed. The display of this abbreviation in the field can be suppressed by setting a new check box in the project book with the Hide abbreviation of the connection type.

Finance

New right Finance/Financial management/Change of planned payments on the document in the blocked period

A new right Finance / Financial Management / Change of Planned Payments has been added to the document in the blocked period. The right allows the user to change the data on invoices, advances and other receivables and liabilities on the Payments tab using the Change of planned payments button also on documents that are in the blocked period.

HB-bank statement - added parameter to check the External references field

The parameter ExternalReferenceCheck has been added to the function HB - bank statement (HB_Statement.pas) to check the field External references. The default value of the parameter is No.

The parameter allows to enable checking on the External reference field, which was added to K2 gaia.02 in connection with the banking API. The check was designed to prevent duplicate imports of bank statement items. However, some banks record the item number in the External References field instead of the unique item number, and then not all items in the statement would be loaded. For bank accounts that do not have the Banking API function activated, this check is unnecessary, so we added this parameter with a value of No.

We recommend that you turn this parameter on when importing bank accounts that are also imported via the Banking API.

Icon indicating that all bank statement items are paired

On Bank statement on Basic data tab an new icon was added . The icon informs the user that all items in the bank statement are paired, i. e. the statement does not contain an item of type U (unpaired).

At the same time, a factory filter Unmatched Items was set above the bank statements, which can be used to filter bank statements that contain unpaired U-type items.

Methodology for card payments made by internal documents

A methodology for card payments made by internal documents was developed. The methodology is included in the K2 manual under the Finance chapter Processing of invoice payments by payment cards.

New parametrs of HB function - bank statement

There were modifications in the HB function - bank statement (HB_Statement.pas), to which new parameters were added:

ConfirmStatementSave	Confirmation of saving the statement. Cancels the confirmation window before saving the statement. This window appears only in case of a statement number conflict.
FieldK2BankBalance	Field K2, where the account balance will be filled. This is an Ex_pole of decimal type.
SourceType	Parameter for entering the file type (passes the form for selecting whether to process a file or a document) Data source: 0 - file, 1 - document, 2 - selection of a file or document. Replaces SelectSource, which is still functional.

Bulk payment configuration

In connection with the increase in bulk payments, new options have been added to the Configure bulk payments button, which is located in the Bank statement processing form HB_Bank statement. In particular, new options have been added when importing a bulk payment file:

• if the file contains payments in different currencies, it is possible to set the currency for importing only items with the specified currency
• enter the account to which the imported items are to be posted,
• possibility to break items into another statement, etc.

Management reports

Dynamic filter options from elements

In the dynamic filter we can now display the names of the options from the elements of these options. This can be done by using the Take over option name with the resulting elements (dynamically) check box. If this box is checked, the name is generated from the option elements. In the case of an interval, the first and last element are displayed.

Data source for a simple graph

For simple graphs, it is now possible to set the data source, including the filter within this data source. Above a specific data module, you can create and display a simple graph from a completely different data module with a different data source.

PivotTable by table columns

We have added the option to create a PivotTable according to the table columns to the PivotTable above the IS K2 data. Using this function, a PivotTable will be created, where all fields that are also included as columns in the book will be automatically used in the evaluation. At the same time, the order of the columns is preserved.

Export the PivotTable to the dashboard

We have newly included the option for export to the dashboard to the PivotTable. Using this function, it is possible to easily create a dashboard with the appropriate elements directly from the PivotTable. The function can also create a tile for this dashboard and include it in an existing dashboard.

Accounting

Update of other liability / receivable during repeated confirmation of the VAT document

When the VAT document is repeatedly confirmed, the existing other liability / receivable created for the VAT document is updated (so far, a new liability / receivable has always been created when the VAT document is confirmed).

Posting keys – new parameter for Matching symbol on payment documents

Into Posting keys for biling bank statements, cash and internal documents we have added parameter "Year and month of the paid document" for Posting keys - to matching symbol will be saved year/month according to document Accounting transaction date which is on item of payment document in Paid document field.

Asset Movements in Not posted book

Not posted asset movements are also now displayed in the Not posted book.

Intrastat

Intrastat field outside the EU on the Customers/Suppliers tab

A new Intrastat outside the EU flag has been added to the Customers / Suppliers tab. If the Suppliers / Customers card has this flag checked, then the invoice out (in) document will be sent to Intrastat (if the other requirements of the document are met), even if the given country in the address will not have the Intrastat flag checked in the States code list. The field was added in connection with Brexit. The field therefore solves a new situation where trade with one country is reported and not reported to Intrastat at the same time.

Assets

Extension of accounting depreciation of tangible assets after technical improvement

We have added the field Accounting depreciate after TI for (x) years to the input form of the Technical improvement function. In this field user can enter the number of years to be depreciated after the technical improvement, it only applies to percentage depreciation plans.

- If the number of years is entered, in addition to the movement with the type "Technical improvement", the movement with the type "Change of depreciation period" is added to the movements of assets - in the Amount field the number of years will appear for which they will be depreciated after technical improvement. Subsequent depreciation is calculated from the left value after technical improvement and is created for the specified number of years.

- If the number of years is not entered, depreciation is calculated (as before) as a percentage for the relevant year.

New Asset Card Assignment function

We have created a new Asset Card Assignment function. Function can be run over the asset card, which is registered in the book with the option Record of acquired assets enabled (in this book the asset cards are registered before putting them into use).

After starting the function, select the asset book in which the new card is to be created.

Open the assigned documents on the asset card

On the Assets tab, we have added the Assigned document action to the ribbon. After running the action (or pressing Ctrl + Enter), the document opens, which is displayed on the Assigned Documents tab.

Creating an asset card from release card - adding a serial number

We have added the parameter SerialNumber - Serial number to the script Create asset card (CreateAsset.pas). If the parameter is set to "Yes", then when creating an asset card from release card, the serial number of item is added in the Registration number field on the asset card:

- if the CountByQuantity parameter is set to "No" at the same time, the first serial number from release card item is sdded into the asset card,

- If the CountByQuantity parameter is set to "Yes" at the same time, one serial number is added in each asset card.

Inventory of assets on the mobile terminal

We have created a new Asset Inventory function on the mobile terminal, which is used to enter inventory levels into inventory sheets when performing an asset inventory.

Payroll

REEWI - update of unfinished

A Update unfinished Checkmark has been added to the record update form (CTRL + F6) in the Report of employer at the end of work incapacity (MZD_HZUPN) script.

This checkmark allows user to generate the item even in the month where the end date has not yet been filled. Information on the termination of work incapacity on the generated item - tab Additional data must then be filled in manually.

The checkmark can be used, for example, in a situation where the end of work incapacity is the beginning of the following month and the month in which the work incapacity does not end but continues until the following month is processed in Wage data. However, the date of termination of wokr incapacity is already known.

Confirmation of employment - adjustments

The following adjustments were made to the report Confirmation of employment (MZD_SEZZ.AM) concerning wage deductions.

- in the column Type the new Type of receivable from the deduction is loading, if it is not filled in here, then it is load directly from the wage component

- column Balance was added

- Delivery date (date of delivery to the first payer) was added

- column Reference number was added

- an adjustment was made to loading of the data "In behalf of" - a new parameter PartnerName was added - "In behalf of" from Recipient, the parameter is set to NO by default (as before from field Name of the deduction), if set to YES, then it is loaded from the field Recipient on the deduction

- a new parameter Deduction was added - deductions can be loaded from the code list, which allows to load deductions from the wage deduction code list (the condition for the deduction to be loaded into the confirmation is filling in the field Receivable type on deduction). The parameter is set to NO by default. When the parameter is set to YES, deductions based on the execution of the decision are loaded from the code list and not from Wage data, i. e. they are loaded even without the performed control calculation and also those deductions for which it is not in Wage data added wage component are loaded.

Organizational structure - a new parameter in reports

he parameter RecordNo - the order of the organizational unit to print the structure was added to the reports above Organizational structure.

In the parameter it is possible to enter a number from the field RecordNo on the organizational unit. This organizational unit and its subordinates are then printed in the report.

The adjustment applies to reports:

- Organizational structure (ORG_LIST01.AM)

- Organizational structure (ORG_LIST02.AM)

-Organizational structure - tree (ORG_LIST01X.AM)

-Organizational structure - tree (ORG_LIST02X.AM)

Attachement to the application for the benefit - unpaid leave

The Attachement to the application for the benefit script (MZD_NEM.PAS) has been modified.

During the update, the data on when the unpaid leave was taken will be read in the attachment on the tab Additional data in the section Other messages. Only full withdrawal days are loaded, i. e. those that are loaded into excluded days.

The process of calculating the presumed entitlement to leave - new report

A new report Calculation of the expected leave entitlement (MZD_PresumedLeaveCalc.AM) has been created.

The report displays data for the calculation of the expected leave entitlement, which takes place in K2 in the following situations:

- Pre-calculation at the beginning of the year or at the beginning of the employment relationship

- Recalculation of the leave entitlement when entering the date of termination of employment

- With the key When changing the calendar on page P in the Payroll book

Check for the end of the probation period

The automatic check has been adjusted to the end date of probation period. The probation period is now shifted by working days. Thus, it is extended so that the employee works the same number of shifts that he/she missed. Defaultly, there was a shift of calendar days. Absence on public holidays is not taken into account.

Confirmation of employment - a new parameter

The parameter WorkTypeFromOrgJob - type of work from the workplace - implicitly set to No. was added to the report Confirmation of employment (MZD_SEZZ.AM).

When set to YES, the Work Type report from the Workspace field is printed.

Tax payer statement, Request for annual tax settlement - new parameter

To reports Tax payer statement (PERS_TaxpayerStatement.AM) and Request for annual tax settlement (PERS_TaxRequest.AM) was added parameter Sorting with default value JM (JM - sorting according to name, OS - according to personal number.

Adjustment of Claim Calculation button behavior

The functionality of the Claim calculation button on page B (Before calculation) in the book Wages data has been modified.

The Leave claim calculation button is used to recalculate the leave claim if the check calculation reports a discrepancy between the entered and the calculated leave claim. Then, the Calculate Claim button sets the allowed value to the page before calculating.

The button Calculation of leave claim calculates the leave on the basis of the hours actually worked and the replacement periods (use primarily at the end of the year or in the month of termination).

If the button was used in the month when the control calculation was not performed, then the period up to and including the current period was not taken into account. The condition of functionality was therefore a control calculation.The functionality of the button has been modified for this situation:

Calculation of the leave claim using the button Claim calculation takes place up to the current period from the actually calculated values ??and the future period (and also the current period if the control calculation is not started) ). The button can now also be used in a situation where a control calculation has not yet been performed in the current period.

Web and e-shop

Alza dropshipment

Alza dropshipment is a form of business cooperation between the Alza online store and the K2 customer, where the K2 user is considered a provider of articles, i.e. user has a warehouse, and the Alza online store does not have a warehouse, but sells articles that are in the supplier's warehouse. If the K2 user wants to use Internet sales via Alza, it is necessary to have their own K2 API license, thanks to which they can also set up their own e-shop and have two options for Internet sales. Thanks to the K2 API and a direct connection to the Alza system, all sales processes are fully automated.

Administrator

File module extensions

The following fields have been added to the Extended Fields form in the File Module Extensions:

• Default - add the default value. The user is responsible for adding it. It is necessary to write as required by the SQL server (with the correct decimal separator, in a recognizable form of data, the text must be in ´´ and must not be longer than the defined length of the field). The default value can also be given by the function. Syntactic input control is not possible.
• Field right - number of the right that allows you to see the value of the field.
• Optional index - the field will be available in the administration of optional indexes.

Quick filter extension in scheduled tasks

In the configuration of scheduled tasks, the quick filter has been extended with the following display options:

• To be started - the tasks that are to run the calculated column are displayed here.
• Successful - Here are the tasks whose last start was OK.
• Passed with a warning - tasks whose last run took place with the status Error, Kill, or Login are displayed here.
• Passed with error - tasks whose last run took place with the status OKDataError or OKDataWarning are displayed here.

The default filters Allowed and Disabled have been retained.

Web K2

Established functions for Web K2

Web K2 has the option of switching between own companies, which are set in K2 IS in administration of own companies. You can switch between individual companies in the navigation panel, which offers the option of selecting own company or completely logging out.

In case of reinstallation or other requested shutdown of the K2 website, the administrator has the option to manually set the page that on website is maintenance in progress.

In the context menu there is an option to export to Excel.

Each displayed phone number has the function to make a call via the right button in the context menu.

News K2 gaia.02

Basic Code Lists and Supporting Modules K2

ARES - adding of bank accounts

When importing bank accounts with the ARES function, the field of the bank account currency is not filled in, because Ares does not provide this information.

In this context, we have made a change in the bank accounts of the Supplier / Customer. The Bank Account Currency field is now an optional field.

Marketing

Synchronization of emails to activities in K2

Automatic download of emails to activities in K2 is a tool that is used to send the entire email to K2. Based on it, an activity with the content of the email will be created and the activity will be linked to contact persons or partners according to the sender or recipients of the email. The activity is created without user intervention based on the set scheduled task for Email Synchronization.

The tool can be used especially in customer support, where all communication with the customer is recorded or as support for salespeople and marketing, in monitoring and evaluating opportunities, etc.

This function is only available for use with the MS Exchange mail server.

The settings of the tool are described in the documentation under the module Marketing / Synchronization of emails to activities in K2.

Contact center

The Contact Center module allows user to view information about an incoming call directly in K2. The basis for the functioning of the Contact Center is the connection of K2 with the telephone exchange. Thanks to this, K2 can display information to users about their calls. It is important that K2 identifies the person or customer based on the telephone number. Thanks to this, the K2 user is informed about the caller before he/she picks up the call.

This module can also automatically store all calls that take place via the exchange to K2. This makes it possible to get an overview of the calls of all user customers. Displays information about ongoing calls to users who are connected to the contact center through an open activity form. They can easily create an entry in the CRM directly from the ongoing call.

It is also used to evaluate received, missed and outgoing calls, which is made over the Call History book.

We can use it to call from K2, i. e. dial the contact person's number directly from the form in K2.

The contact center is intended for companies that have customer support and want to manage its quality.

Sale/Purchase

Change for EKOKOM

A new Change EKOKOM action has been added to the bulk actions in ribbon on the article card. For articles marked with an asterisk or for articles in a container, it enables the bulk insertion or removal of packaging for a selected group of articles. For a more detailed description, see the manual for versions K2 luna.06 and K2 gaia.02

Pricelists - A new field Only for multiple of amount

A new field Only for multiple of quantity has been added in the definition and in the price list item. If it is checked and the field Quantity is entered, then the price defined here is applied only at the exact (integer) multiple of the entered quantity in the sales item.

The logic of determining the price does not change, i. e. all suitable prices for articles from the price list are sorted by priority and from the lowest and it is checked whether the price meets the conditions for quantity. Therefore, the new option does not automatically take precedence (that means, the price from another price list can be added, if it is lower).

This field is intended for cases where we allow the customer to give a lower price if he/she buys a quantity of articles that do not need to be unpacked in any way.

Example: Article has a quantity of 15 specified in the price list definition, the Only for a multiple of quantity field is checked. 10% discount from the price entered in the X1 price list.

If the user buys article in the quantity of 15 (and its multiples, e. g. 30, 45 ...), then the price with a 10% discount will be applied. For other quantities of purchased article (e. g. quantity 1 to 14, 16 to 29, 31 ...) the price from the price list X1 will be applied.

Check box Create reminders

In the universal forms on invoices in, invoices out, advances provided and received, other receivables and other liabilities, the Create reminders check box has been added to the Payments tab.

The same check box has been added on the Suppl./Cust. card. to the Sales / Payment Terms and Purchase / Payment Terms tabs.

When creating documents, the check box will be set according to the Suppl./Cust. card.

When creating a new customer, the check box will be set according to the settings in the Administration of own companies on the Finance settings tab.

The check box is already set for existing documents and customers when the version is initialized.

Logistics

Article coverage data according to own companies

We made changes to display proper data in the Article coverage function according to own companies. Data from companies, which are not displayed, are not loaded into Coverage. There is also new field in the Coverage configuration form: List of own companies. It enables to define own companies for coverage. With such a setting can user browse just through data of his/her current own company, but in the coverage function there will be data loaded from companies defined.

Production

Inverse BOM

There is the new function of Inverse BOM available in the book of Articles. The inverse BOM displays list of manufacturing routing variants, which an article under the cursor enters in. It is also possible to display whole trees up to the final product. The function is available in the universal forms only.

Production scheduling - adjustments

We made some adjustments to production scheduling in order to optimize scheduling of operations.

Card of operation: new option Input not required by set-up time

Input not required by set-up time

The option defines how to schedule operations that have the set-up time specified. The input here is meant to be the product finished in the preceding operation. Not checked: The operation follows up the preceding operation with its set-up time. This means, the operation can start as soon as the preceding operation is finished. Checked: The operation follows up the preceding operation with its production time. The set-up time part of the operation runs with the preceding operation at the same time.

Routing operation / Job card operation:

The Transfer quantity field is now a decimal number. There is also new option Transfer quantity by production lot.

Transfer quantity by production lot

If there is a need to specify the operation transfer quantity between the job card of subassembly and the job card of product, whereas the job cards producing subassembly are split according to production lots, and the transfer should be performed after the first lot is finished, then is easier to check this option instead of entering the number into the Transfer quantity field. The transfer quantity will be then calculated automatically in the job cards and will the equal to produced quantity (to production lot).

Finance

Set - off (OffsetN.pas) - print language

We made an adjustment in the Set-off function (OffsetN.pas) so that the print respects the language set in the customer card.

In connection with this modification, the Language parameter was removed from the function, which was introduced by a new function from versions 140.07 and 2020.03. The parameter prevents printing of the set-off according to the language set on the customer.

Creating reminders

The Create Reminders function has been modified with a new condition. Newly, only documents with the Create reminders check box will be reminded.

In this context, the Create reminders for purchase and sale documents check box has been added, which will be set on existing documents when the version is initialized.

Financial management - displaying documents from the current date

A new option Show documents from next x days has been added to the Financial Management Configuration. If the field is set to e. g. -10, documents due 10 days before the current date will be displayed in Financial Management.

Management reports

Fiscal year

Using a contingency table, it is now possible to evaluate over a so-called fiscal year. For this reason, we have included two new parameters in OLAP.

The Fiscal Timeline parameter is used to enable a new fiscal timeline, which is available in the purchase and sale cubes as well as in the general ledger.

Using the parameter First month of the fiscal timeline, it is possible to select the number of the month when the fiscal year begins.

Payroll

Hours of absence on the first and last day

A check has been added to the payroll control calculation to enter hours in the Hours of absence fields on the first and last day for the payroll components that contain these fields.

The calculation will not be possible if the value entered here is longer than the length of the shift in the calendar for the relevant day.

Administrator

Logging K2 to a specific file size

A new parameter LogMaxFileSize was added to set maximum log file size. Integer value is expected.

"Preventive restart" parameter for AS

A new parameter AS3TryToRestartAfter has been added, which sets the time in hours after which K2_AS will try a so-called "preventive" restart.

Notifications - Bank Login (API)

A new Bank Login (API) action has been added to the notifications. The notification will run if the planned Import Bank Statements (API) task does not have valid login details (e. g. the user has not yet logged in to K2, or the token has expired, which can be set in the Erste developer portal for a maximum of 3 months). A special form with a button for going to the Internet banking login page will be displayed as a notification handler.

AS memory limit parameter

A new LimitMemoryTo parameter has been added to set the maximum allocated amount of application memory. The size of the memory is given in MB.

Deletion of the DEMO and INIT client

There is a new function in the client management to delete the client DEMO and INIT. It simply removes DEMO and INIT from the installed K2.

Administration of own companies - Finance settings

A new Finance Settings tab has been added to the administration of own companies, which contains settings for the Suppl./Cust. card. In this tab it is possible to choose whether to the new Suppl./Cust. automatically set the check box

• Create reminders - purchase
• Create reminders - sale

To maintain the current functionality, the check boxes will be set during version initialization. In the same way, when initializing the version, check boxes will be set on all purchase and sale documents and on all Suppl./Cust. tabs.

News K2 gaia.01

Basic Function

Record comparator

In K2 program, we created a new general tool, the Record Comparator. The function allows user to select two or more records in any table and compare the values of the required record fields, including item modules. The basis is to create a definition for comparison.

An example of use can be:

• comparison of set user rights;
• comparison of sales orders (their prices), including comparison of the content of items;
• comparison of production costings for the product;
• comparison of article cards parameters;
• etc.

A detailed description of the settings on the example of comparing production costings can be found in the version documentation.

Basic Code Lists and Supporting Modules K2

Articles - change of the Brand field (for eshop)

There have been changes related to the field [i] Brand [/ i] in [i] Articles [/ i]. The original text field [i] Vyr [/ i] has been renamed to [i] TradeMark_old [/ i]. The old field is no longer on the form and will be deleted in future versions. Instead, a new field [i] BrandRID [/ i] was created with a numeric link to the new code list [i] TD_WebBrand [/ i].

The original code list [i] TD_Producer [/ i] and the table [i] Producer [/ i] were kept for conversion and will be deleted in future versions.

A standard conversion script [i] ArticleBrandInit.PAS [/ i] has been created, which transfer from the original field to the new one. The script does not run automatically, but must be run manually. The script parameter sets whether only the marks from the original code list or all unique values of the original field [i] Mark [/ i] will be converted.

Analytical axis configuration - option to set the default display

The option to select its default display (tree / table) has been added to each code list configuration.

When the user first opens the code list, the display according to this setting is used. However, the user still has the option to switch to the second view and this option will be remembered.

Article - other fields divided into own companies

In the Gai version, other fields from the Article module were divided into own companies. The following fields are newly divided:

• Optimal supplier
• Default routing variant
• Account for purchase
• Account for sale
• Account for the company of the consolidation unit for purchase
• Account for the company of the consolidation unit for sale
• Planned stock price
• Purchase price
• Purchase costs
• Selling price
• Batch
• Currency and exchange rate
• Type of tax for purchase
• Type of tax for sale

Maintenance

New module for Service and Maintenance

The Maintenance modules: Serviced Equipment, Service Requirements and Scheduled Service Tasks have been created primarily for companies that need to efficiently and clearly manage service services even after the sale of their products. The goal was to create an environment in which you can easily and clearly register all your serviced equipment and then you can plan and manage service operations.

The module can also be used for maintenance of own machines, vehicles and asset. Individual serviced devices can be created directly from other modules: Article, Resources, Assets, Suppliers / Customers.

Serviced equipment includes sold articles for which it is necessary to register, control and plan service interventions. A specific service contract or activities related to the maintenance / service of the device can be assigned to the given device.

Thanks to the K2 web, it is very easy with this tool to find out the necessary information about the device even in the field, including the history of performed operations, changed parts or even a preview of specific contracts. Basically immediately, after the execution, or during the service action, your technician is able to record the service actions directly to your K2.

Sale/Purchase

List of non-deducted advances on the date (ADV_LIST02.AM) - new AllBook parameter for displaying documents from all books

A new AllBook parameter to the List of non-deducted advances on the date (ADV_LIST02.AM) was added. The parameter is set to "No" by default. If it sets to "YES", documents from all advances books will be displayed.

Recalculation of prices

The Own Company field has been added to the Price List recalculation function for the task scheduler, which allows user to specify own company for which the recalculation is about to run. If not specified, the price lists of all own companies to which the user has rights and runs the Task Scheduler will be recalculated.

Sales order - Confirmed for and Dispatch date

Following the already existing date fields Confirmed for and Dispatch in the items of sale, we have also added fields of the same name and meaning to the header of the sales order document. Fields are only available to users in universal forms.

• Confirmed for: The date for which we confirmed the delivery of the article to the customer. It is automatically filled with the Desired Delivery Date if the date is not entered or is the same as the Desired Delivery Date. If it is filled, it is copied to the field of the same name for newly inserted items. After changing the value, this term can be transferred to the existing items of the document.
• Dispatch: The date when articles are to be dispatched. It is not filled in automatically. If it is filled, it is copied to the field of the same name for newly inserted items. After changing the value, this term can be transferred to the existing items of the document.

Displaying superior comments on purchase and sales documents

The name and function Show superior notes of user parameter have been modified. The new parameter name is Show superior Notes / Comments. At the same time, the functionality was expanded to include the display of superior comments. If the parameter is set, then comments from the customer / supplier will also be displayed in sales orders / orders. In addition comments from the customer / supplier, comments from the superior document ( sales order resp. order issued) are then displayed in the subordinate documents. Comments from the customer / supplier as well as comments from the superior document are displayed in separate tabs and only apply to universal forms.

Purchase Order - Purchase Order date and 1st delivery confirmation

Newly added Order date to the Purchase order document header, the same field is available on purchase items. We have also added the 1st delivery confirmation date, which is available on the document item. Fields are only available to users in universal forms.

• Order date: This is a record of the exact (date and time) of sending the order to the supplier. This field is primarily intended for evaluating orders. The date can be changed on the purchase items, it will not be transferred to the header in the order header. This allows you to specify the date of sending the order for each item.
• 1. delivery confirmation date: The date on which the supplier initially confirmed the delivery of the ordered goods. The date cannot be edited - it is saved automatically upon initial confirmation of the document: Delivery confirmation. The delivery date itself can be changed, but the value of the 1st confirmation will not change. The data is assigned to a specific order item (Purchase item). Primarily intended for evaluating the reliability of supplies.

Production

Dispatcher and Scheduler settings

A separate function has been created for setting the Dispatcher and Scheduler module options. The function can be found in the tree menu in the Production / Production Control section and the form contains all settings, which can be individually changed in the Dispatcher Options and Scheduler Options. The advantage is that the procedure for creating production trees and scheduling can be set and changed without the user having to run the relevant modules first.

New module of Production costings

New separate module of Costings has been created. The module allows user to create costings not only for products for which a manufacturing routing or job card already exists, but in general already at the level of a quotation or sales order for any future product or service. Each costing can be saved as a separate record and then compared with other variants of costings.

Change of the field length - Routing variant abbreviation

It is now possible to enter an abbreviation of the routing variant up to 30 characters. So far it has been only 12 characters.

Attachments to routing and job card operations

Files can be attached to the routing operations and job cards operations - i. e. as usual to the header records.

However, an attachment assigned to the routing operation is not transferred to the job card operation when the job card is created.

Projects

Stages / activities - confirmation, undo the confirmation

On the Stages / activities tab of the Project, it is now possible to confirm / undo the confirm of the stages / activities using keyboard shortcuts.

- Confirmation of Stage / activity ALT + F2 - confirmation will be performed including all assigned resources and including all subordinate stages / activities and their assigned resources

- Undo the confirmation of Stage / activity CTRL + F2 - undo the confirmation is performed for the given stage / activity and its main assigned source.

Confirmation and undo the confirmation of items is done according to the position of the locator in the items. Project confirmation / undo the confirmation remains on the same keyboard shortcuts. If all items are confirmed, the Alt + F2 keyboard shortcut confirms the project.

Confirmation / undo the confirmation of stages / activities is also possible using keyboard shortcuts in the item book Stages / planned activities.

Projects - numbering of stages / activities

The Automatic numbering of stages / activities check box has been added to the Project Books settings. If checked, then when adding new stages / activities to the project, these stages / activities are automatically numbered. The number is saved in the Stage / activity code field.

At the same time, the Automatically number stages / activities function has been added to the Ribbon on the Functions tab, which will allow you to number stages / activities when changing a project.

The function can be run on all items or only on items marked with an asterisk. For example, if it is desirable to renumber only activities within one stage, because some activities have been deleted, then it is advisable to mark all activities included under this stage (so do not mark the stage) and start the function.

The function saves the assigned number in the Code field on the stage / activity.

Projects - confirmation / undo the confirmation according to the continuing

A control has been added to confirm / undo the confirm of the stage / activity.

It is not possible to confirm the stage / activity of the project unless the previous stage / activity according to the continuing is confirmed.

It is not possible to undo the confirmation of the stage / activity of the project unless user undo the confirmation of the next stage / activity according to the continuing.

Projects - reports - new parameter

The parameter ShowTimeSheets - show work reports has been added to the reports Project - Evaluation (PROJ_DOC02.AM) and Progress of project fulfillment (PROJ_DOC04.AM).

The parameter is set to NO by default. When set to YES, sources from work reports appear in reports.

Division of code lists

In the administration of own companies it is now possible to set the division for these code lists:

• Template of stages / activities
• Project roles
• Project resources

Change of source on the work report

When you change the source on the worksheet, the source unit on the worksheet also changes, if it is different from the original source.

If it is reported in the same type of unit (time, quantity, cost) as the plan (than the assigned resource = work queue), but therefore another resource is reported, then the reported number of units is counted only if the ratio between them is found (setting performed in Project Books - Unit Ratios).

If it is reported in a different type of unit than the plan, then the reported number of units is not counted, only costs and incomes are counted.

Finance

The Banking API

The Banking API is used to automatically download movements on a bank account to K2 without the need for user intervention. The result is getting information about the received payment to the account faster, which will speed up the process of processing the customer's order. This is especially important when processing orders from the e-shop.

User is allowed to find out the current balance on his/her bank account without having to open internet banking.

Supported banks:

• Česká spořitelna
• Fio bank

Including the Banking API to K2, the Banking API item has been added to the bank account books in the Default Settings, where it is necessary to set up a link to the bank's API. The settings are available only with the special right Bank accounts / Banking API configuration. The setup form differs depending on the selected bank. A detailed methodology for setting up the Banking API for Česká spořitelna is described in the Finance / Bank / Banking API documentation.

There are 2 functions in the Bank Statements book on the Functions tab:

• Current balance - sends a request to the bank's API and displays the current account balance
• Load account movements - for the selected period, downloads the movements on the account linked to the current book and creates records for them in bank statements.

Logic of creating statements - a bank statement is created (or found unconfirmed) for each day. The movements for the given day are completed in this statement. When the action is completed, the function for automatic pairing of items is started. If the function starts a change, it always finishes the items in the currently changed statement and leaves the statement unsaved.

Both functions are only available in the book status, provided that a link to the banking API is set for the current book. If not set, the functions will be hidden.

Payment documents - switching the book to another own company while creating the document

A control element has been added to cash documents, bank orders, bank statements and internal documents while switching books using Alt + F10 in New mode. When switching, a message is displayed that the document belongs to another own company and the document cannot be saved in the selected book from another own company. After saving (F2), the document is saved in the original book.

The reason is to avoid unwanted inconsistencies in the data.

New fields on Bank Statements, Bank Orders, Cash Documents, Internal Documents and Reminders

System fields CreatedOn and CreatedById have been added to Bank statement, Bank order, Cash document, Internal document and Reminder. Fields informing about the date and the user who created the document. The original DateOfIssue field has been renamed to IssueDate, IssuedBy to IssuedById.

At the same time, the fields BookOld and NumOld were removed from the headers and also items of Bank statements, Bank orders, Cash documents and internal documents. The fields are redundant and are no longer used.

Financial management - calculation of the Due date for orders and sales orders

In the Financial Management book, a change was made to display the Due date for order and sales order items without an invoice. If there is a confirmed receipt note / release note, the due date will depend on the date of confirmation of the stock document.

The Due Date, under which the documents in the Financial Management book are sorted, is calculated for the Sales orders as follows:

• if there is a confirmed release note on the sale order item, then the Due date= date of the 1st confirmation of release note + Number of due dates from the payment terms on the document,
• otherwise, if there is a reservation note on the sale order item, then the date Due = date Reserved + Number of due dates from the payment terms on the document,
• otherwise Date Due = date Required from the item + Number of due days from the payment terms on the document.

For Orders issued, the Due Date is calculated as follows:

• if there is a confirmed receipt note on the item, then the date Due = date of the 1st receipt note confirmation + Number of due dates from the payment terms on the document,
• otherwise, if there is a delivery confirmation on the item, then the Due date = Delivery date + Number of due days from the payment terms on the document,
• otherwise Date Due = date Required from the item + Number of due days from the payment terms on the document.

Validation of the Abbreviation field in books with EET

To cash register books and internal documents with the EET allowed has been added a control for Book Abbreviation whether it does not contain unicode characters. This is a limitation of the communication protocol for EET (Data Item Encoding).

Evaluation and Analysis Services

Article axes and Customer without sort level

We have added a new parameter Article and Customer Dimensions without sorting level to OLAP. If the parameter is set to On, the grouping of articles and customers on these axes into groups is canceled according to the settings of the NumberConsentables and CountCustomer parameters.

User name for the Code 1 and Code 2 axes

We have created new parameters Code1 user name and Code2 user name. Using these parameters, it is possible to define a user name for the Code 1 and Code 2 axes.

Assets

New module Assets

In the K2 gaia version, a new Assets module was created.

Asset cards from the old module can be transferred using the Asset Conversion function.

Changes of Books of Assets

Numbering of asset card without period - If it is on, asset cards are numbered regardless of the period. If it is off, asset cards are numbered within the set Period.

Record of acquisition asset - is switched on if the acquired property is registered in the book before it is put into use. If the option is disabled in the book, the property is recorded from inclusion in use until removal.

For plan types for which user posts depreciation, check the Post plan depreciation box. Furthermore, for plan types for which user posts other plan movements (e. g. sorting, technical evaluation, partial removal, ...), check the Post other plan movements box.

User switches on the Post change of analytical dimension field for analytical axes ( cost center, order code, ...), about which he/she posts in the assets.

We've added asset inventory settings to Books of Assets.

The Plan Type Selection function has been canceled. Types of plans are set in the Books of Assets.

Changes of Depreciation Plans

Records in the code list are not confirmed, they can be invalidated.

Changes of Depreciation presets

Depreciation presets are not marked as system. They are not automatically updated during reinstallation.

The year Accounting or Postponed Accounting, which was used for leasing plans, has been canceled and is replaced by the Calendar relative.

In the Depreciation interval field, the "Monthly" or "Annual" option is offered from the depreciation interval code list.

Records in the code list are not confirmed, they can be invalidated.

Changes of SCP code list

The fields Depreciation group, Date of sorting, Note and abbreviation in English and German have been deleted.

User can edit the language abbreviation and name.

New code list Asset location

We have created a new Asset Location code list, which replaces the existing code list.

User can create a tree structure of the code list (using the Superior field).

Changes of Asset register

A history of changes has been added to the selected fields Initial price, Prefix 1, 2, Inventory number, Depreciation group, Field of asset and SCP. The form is displayed by right-clicking on a specific field and then via the Field History option.

New fields Quantity, Unit, Language Name, Producer and Articles have been added to the Basic Data tab.

The Depreciation History button has been added to the Items tab, which contains the history of all performed assets movements recorded in IS K2 in the original Assets module.

A new Partial Retire item type has been added to the Assigned Documents tab.

Functions changes in Assets module

New funcions have been added above the asset card:

• Cancel depreciation interruption - the function cancels the depreciation interruption
• Partial retire - the function partially remove the asset card from the register
• Cancel partial retire - the function cancels the partial removal of the asset card
• Change of codes - the function allows editing of the Analytical Dimension, Location and Workplace.
• Change depreciation preset - the function allows user to change the depreciation preset

The Depreciation and Cancel Depreciation functions have been renamed to Depreciation Processing and Cancel Depreciation Processing.

The Price Increase function has been renamed the Technical Improvement function.

All functions can be started from the ribbon. Hotkeys for running most functions have changed.

Changes to bulk actions on asset cards

Bulk actions on asset cards have been expanded by:

• Cancellation of depreciation interruption
• Technical improvement
• Change of price
• Change of preset

Some bulk actions have been renamed:

• Depreciation on Depreciation Processing
• Cancellation of depreciation on Cancellation of depreciation processing
• Creating Annual Depreciation on Recalculation of Annual Depreciation
• Add an item to Change codes
• Disconnect / Connect to Change inventory number

New book Assets Location

We have created a new book Assets location, which records all depreciation and other asset transactions that have been created on asset cards. The book is intended for accounting for asset movements.

New function Conversion of assets

In connection with the new Assets module, the Conversion of assets function was created. The function is intended for transferring data from the original Old Assets module to the Assets module.

Renaming of the original Assets module

The existing "Assets" module has been renamed to "Old Assets".

Web and e-shop

Search (Elasticsearch)

In the K2 gaia version, we have improved the search support on our e-shop solution. Modern Elasticsearch technology enables efficient and accurate searches, including declension of words and sorting of results by relevance. It is now also possible to search in the titles and descriptions of categories, sold brands or blog articles.

Virtual categories

Virtual categories allow you to dynamically categorize products based on defined parameter values while setting a special name, description, and URL address. It also serves as an indexable page for search without the need to maintain the sorting of products into another category. It also offers better orientation to e-shop users, because when selecting the appropriate combination of parameter values in the filter in the category, it will be automatically redirected to the virtual category and thus the display of its name and description.

Brands

A new function has been created where you can create a Brands page on your e-shop with an overview of sold product brands. A formatted description can be added to each brand, incl. image and product listing of this brand across categories. The description and sorting of the brand can be defined differently for individual e-shops maintained in K2.

Changes in the Payment Gateways section of the e-shop

Changes in the Payment Gateways section

• The options Create invoice issued after payment and Create advance received after payment have been added. The default state is set to Create invoice issued after payment.
• Payments through the payment gateway will be made through internal documents and also saved in the Book of Internal Documents. Payments through the payment gateway made through cash receipts are canceled.

ComGate payment gateway integration

The ComGate payment gateway can now also be used in the K2 e-shop for online payments.

Product ratings and questions

On the product detail page it is possible to display user ratings (reviews) and a section for questions. Questions and ratings using familiar asterisks and the addition of a verbal comment can be entered by e-shop users. Both are then managed in new modules in K2.

Script EshopCron.PAS

A new AllEshop parameter has been added to the EshopCron.pas script. If enabled, it will create a cache of all valid e-shops immediately. We recommend using it after a bulk reinstallation of e-shops.

Administrator

New system of rights settings

In the User Roles book, user can create a rights group that will be used by multiple users. It is therefore not necessary to assign rights individually to a specific user. On the created role with rights for users, it is possible to see from which roles the right is taken over and which roles the given right is passed on. The role hierarchy is also displayed in the tree.

New rights in the Assets module

We have created new rights for the created Assets module:

Depreciation plans of assets:

• Viewing depreciation plans
• Change in depreciation plan

Depreciation presets:

• Change the depreciation preset
• View depreciation preset

Asset fields:

• Viewing both assets
• Change in the field of property

Asset cards:

• View of asset card
• Change of asset card
• Change of asset card confirmation date
• New asset card
• New asset card with a copy
• Asset card confirmation
• Asset card unconfirmation
• Cancel asset card
• Uncancel asset card
• Remove asset card
• Asset card removal cancellation
• Asset file layout
• Cancel asset file layout
• Change of inventory number
• View asset movements
• Change of asset movements
• Bulk change of asset card
• Change in the status of a confirmed asset card
• Cancellation of asset blocking
• Transition to another economic period
• Cancellation of the transition to another economic period

Asset movements::

• View asset movements

Asset inventory:

• View asset inventory
• New asset inventory
• Change of asset inventory
• Calculation of inventory differences and processing of asset inventory
• Cancellation of calculation of inventory differences and processing of inventory
• Editing the inventory difference and the found current prices
• Change of asset inventory confirmation date
• Cancel asset inventory
• Uncancel asset inventory
• Confirmation of the list of assets
• 2. Confirmation of the list of assets
• Unconfirmation of the list of assets
• Cancel of the list of assets
• Uncancel of the list of assets

Use new asset

We have added the Use new assets option to the Client Parameters. The field is set automatically when converting the existing Old Assets module to the new Assets module.

• On - the existing Assets module cannot be used.

Change the default value of the COMPANYCURRENCY parameter

The default value of the COMPANYCURRENCY parameter, which can be applied in K2.ini, has been changed. The parameter is important for the correct creation of documents in own companies in a currency other than the client's currency. As of version K2 gaia.01, the parameter is defaulty set to the value 1. The currency from the Client's parameters is then not taken as the currency of the own company, but from the settings of each own company.

New module of Loyalty programe

The module allows you to define individual loyalty programs in the book Loyalty programs. The principle is to obtain points for individual sales cases (retail sales, but also sales via e-shop) for individual customers or in the case of e-shop for individual contact persons. After meeting the criteria, points are counted for the given contact person or customer, which can then be used up by the contact person or customer in the form of discount coupons. For a detailed description of the functionality, see the user manual.

Web K2

Column filter

We have added a lot of news to the K2 web that will allow users to work better with the K2 system via a web browser. We are even closer to our goal of fully replacing the web K2 with a desktop one. Users will certainly appreciate the new filtering options using a column filter.

Line editing and coloring

For easier orientation in the data, we have added the option of coloring lines or cells of the table. And as in the full K2 client, they can use line editing to change data.

If you need to quickly calculate, for example, the sum of a specific column, just turn on this operation with one mouse click.

Tree structure

Another component that makes it easier for users to work with data is the tree table, thanks to which we can view the data in the tree structure and also work with them, such as in the category tree.

Connection recovery - mobile devices

We've heard the wishes of customers who use the K2 web out of the office on mobile devices, and we've added a connection recovery function. If the user loses his Internet connection while working, the system waits for the connection to be re-established and automatically displays the last screen in progress. The user will not lose any work.

Two-factor verification

We have significantly strengthened the security of the K2 web with the so-called two-factor verification, which you know especially from banking applications. And we've also added support for direct printing from the K2 web to a bluetooth printer.

Calender

Another significant innovation is the calendar component, which can be used to display any data from the system as calendar events.