Content
Index
Welcome in Help for K2 System
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 logon
Basic Description of K2 Program
Basic Description of Screens
Desktop
Desktop - navigation panel
History of functions
Notifications
History of records
K2 news and Infoservice
Infoservice Customer Support
New infoservice requirement
Webinars
Desktop - main desktop
Working with icons
Desktop - notification panel
Desktop tabs
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
Description of Control Keys
Basic functions
Filters Alt+F9
Fast Filter
Indicate Records
Asterisks
Bookmarks
Other Containers
Save container
Filters
Filters - conditions
Definition of Filter Conditions
Filter tab
Conditions tab
Condition
Creating filter
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 Submodule condition
Example - Filter with Nested 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
Arrangement of filter into tree
Run filter
Administration of conditions
Columns of filters
Define columns in filters
Arrangement 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
Administration of views
Selection Menus
Searching
Scroll
Search Field
Fast Search Alt+F7
Search at Notes
Reducing search
Search in dropdown menu
Print
Classic forms
Activate Output Reports
Print by F9 Key
Browse of Print Reports
Print from Standard User Toolbar
Print from Tree Menu
Add New Report
Report Configuration (1st page)
Report parameters (2 page)
Parameter
Edit Report Parameters
The possibility of export reports
Remove Report
Start Batches of Prints
Report logging
Automatic Report
Subview window
Universal forms
Import reports and scripts from the classic forms into the universal forms
Print by F9 Key
Confirm Alt+F2
Restore - F3
Books Alt+F10
Business year
Periods
Addresses
Documents Specimens
Create New Specimen
Create a document from the specimen
Module Menu Functions
The Form
Bulk Actions
Actions
Basic
Advanced
Filter
Documents
Next record
Previous record
Prices
Other
Exit
Edit
Display
Keyboard Help Bar
Status Bar
Toolbars
Define Toolbars
Standard Toolbar
User Toolbar
User Functions
Set Table
Select Columns
Column parameters
Format
Set Column and Lines
Columns masks
Tools
Help
Universal Forms
Basic description of forms
Universal Forms Settings
The Basic Structure of a Form
Module Toolbar
Table (Datagrid)
Column Filter
Fulltext Search
Edit Rows
Mathematical Operations
Quick search records Alt+F7
Work with Columns
Edit Table Settings
Adjust Column Width
Column Templates
Templates Administration
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 (1st page)
Data
Payment Conditions
Electronic addresses
Invoicing and payments (2nd page)
Turnover of goods (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 (9th Page)
Suppl./Cust. - view (page O)
Evaluation (page V)
Suppl./Cust. module menu functions
Functions over the 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 (1st page)
Prices and others data (2nd page)
Routing (3rd page)
Supplier prices (4th page)
Min/max stk. level, Dead stock, Successor
Article / Warehouse data
Selling prices (5th page)
Price list preparation
Margin
Product groups
Price groups
Article prices
Date prices
Stock turnovers (6th page)
Suppl./cust. turnovers (7th page)
Stock card (8th page)
Ext. documents (9th Page)
Internet shop (page E)
Articles - 12th page (P)
Parameters book
Parameters (1st page)
Parameters (2nd page)
Parameters (3rd page)
Code list of Groups
Class book
Evaluation (page V)
Daily stock
Inventory turnover
ABC analyses
Articles - Complaints and service (page S)
Articles - view (page O)
Articles - page "ES"
Alternate texts for stock levels
Alternate texts for stock levels - basic data (1st page)
Functions over Articles database
Functions of the Articles module menu
Form - Bulk actions
Internet shop - ES
Form – Actions
Reports of Article
Articles price list
Article catalogue
Turnover of articles
Methodologies of Article
Multidimensional quantity
Settings of an Article card
Class settings
Purchase - Examples
Sale
Batch code
Batches book
Basic data (1st page)
Batch parameters (2nd page)
Price by categories (3rd page)
Stock card (8th page)
Documents (9th Page)
Requested batch parameters
Requested batch parameters in production
Functions for batches over the Articles database
Coverage of demanded article
Coverage configuration
Cost Centre
Collective cost centre
Summary cost centres
Locations
The Locations book
Basic data (1st page)
Items (2nd page)
Movements (8th page)
Attachments (9th page)
Contract Code
The Contract codes book
Basic data (1st page)
Items (2nd page)
Evaluation (3rd page)
Attachments (9th page)
Summary contract codes
Device
Summing contract codes
Article Code
Code 1, Code 2, Officer
Countries
Currencies
Plan Type
Type of tax
Import types of taxes
VAT rates
Customs tariff
Statutory interest from delay
Import statutory interest rates
Notes
Working with notes
Insert notes
Change notes
Delete Notes
Bulk actions with notes
Kinds of notes
Supplements
Insert new kinds of note
Texts for documents and code lists
Comments
Working with comments
Insert comments
Change comment
Delete comments
9th page - Links and References
External documents
Insert and delete external documents from documents
Basic data (1st page)
Documents (2nd page)
External document types
1st page
Open and close external documents
Documents
References
Configuration of storing picture references
Versioning fields
Tasks
Task fields setting
Task fields
The book Tasks
Basic data (1st page)
Items (2nd page) - New tasks
Ext. documents (9th page) - TASKS
Reports over the Tasks
List of tasks
Task History
Notifications
Notification System
Notification System - Recipients and Devices
Establishing the Firebase service
Notification System - Groups
Notification System - Actions
Notification System - Conditions
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
Purchase and sale shared elements
Basic data (1st page)
Enter and edit document header
Check business year when you save new document
Purchase and Sales Items (2nd Page)
Data of Purchase and Sale Items
PARAMETERS tab
Tab INFERIOR
The DIMENSIONS tab
Tab SERIAL NUMBERS
Tab INTRASTAT
Define and Change Items in Superior Document
Insert New Items
Change Item
Delete Item
Define and Change Items in Inferior Document
Insert new items
Change Item
Delete Item
Change Article card on Document Item
Change items of documents in bulk
Multi-documents
Excise tax
Additional Functions
Documents (5th Page)
External Documents and Documents (9th Page)
Reciprocal Cohesions 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 Items Selection
Create Document from Specimen
Create Documents in Bulk on Container
Create Documents using Guide through creation of inferior documents
Match Inferior Document to Superior One
Addressee
Enter Addresses
Round Documents
Payment Conditions
Activities - the tab of a document
Tasks - the tab of a document
Serial Numbers
Insert Serial Numbers
Menu Functions of Purchase and Sale Document
Bulk Actions
Actions - Prices
Action - 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
Methodology - Purchase and Sale Shared Elements
Create Prices in K2 IS
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
The Supplier card - supplier prices
Selling Prices
The basic devices of a selling prices definition
Margin
Price groups
Product groups
Related options, parameters and flags
Article card - Selling prices
Preparing the price list
Article prices
The selling price display
Customer prices
Example: Definition of Selling Price
Example: The definition of a customer price
Example: Change value settings to calculate the sale price
Date prices
Sales event
Discounts
Example: Discount specified on the sales document item
Prices recalculation
Recalculate article prices
Recalculate customer prices
Articles 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
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 a fee to a Purchase order
The next setting
Technical information
Sale
Setup of Sale
Books of sale
Joint Contracts
Joint Contracts Book
Joint Contract document
Basic data (1st page)
Items (2nd page)
Ext. documents (9th Page)
Sales orders
Sales Orders book
Sales order Document
Basic data (1st page)
Data - SALES ORDERS
Tax summary - SALES ORDERS
Items (2nd Page)
Documents (5th Page)
Ext. documents (9th Page)
Functions of Sales Orders Module Menu
Functions over Sales orders
Cancel Sales orders (F8)
Reports - Sales orders
Sales order
Statement of sales orders
List of sales orders
Order Confirmations
Order confirmations book
Order confirmation document
Basic data (1st page)
Data - ORDER CONFIRMATIONS
Tax summary - ORDER CONFIRMATIONS
Items (2nd Page)
Sorted Items (4th Page)
Documents (5th Page)
Ext. documents (9th Page)
Pro Forma Invoices
Functions of Order Confirmations Module Menu
Reports - Order confirmations
Order Confirmation
Purchase contract
Reserving Cards
Reserving Cards Book
Reserving Card Document
Basic data (1st page)
Data - RESERVING CARDS
Tax summary - RESERVING CARDS
Items (2nd Page)
Account assignment (3rd page)
Documents (5th Page)
Ext. documents (9th Page)
Functions over Reserving cards
Reports - Reserving cards
Reserving Card
Release Notes
Release Note Book
Release Note Document
Basic data (1st page)
Data - RELEASE NOTES
Excise tax - RELEASE NOTES
Items (2nd Page)
Account assignment (3rd page)
Documents (5th Page)
Serial Numbers (6th Page)
Ext. documents (9th Page)
Module Menu Functions of Release Notes
Form – Bulk Actions – RELEASE NOTES
Functions over Release Notes
Reports - Release Notes
Release Note
List of release notes
Delivery Notes
Delivery Notes Book
Delivery Note Document
Basic data (1st page)
Data - DELIVERY NOTES
Tax summary - DELIVERY NOTES
Items (2nd Page)
Documents (5th Page)
Ext. documents (9th Page)
Functions of Delivery Notes Module Menu
Reports - Delivery notes
Delivery Note
List of delivery notes
Invoices Out
Invoices Out book
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 by internal document
Ext. documents (9th Page)
Instalment selling, suspensions
Create other receivable from an invoice
Functions of the Module Menu Invoices Out
Form – Bulk Actions
Functions over Invoices Out
Cancel Invoices (F8)
Transfer invoice payments Alt+F6 (Ctrl+F6)
Invoices export into ISDOC format
Credit Notes
Correct the quantity
Correct the Price
Create Credit Notes in bulk
Creation stock documents only
Posting - SALE
Credit Notes
Credit notes in subview window
Setting a subview window - Credit notes
Methodologies of Invoices out
Rounding Inland Invoices Depending on Payment Method
Reports - Invoices out
Invoice Out
Advances Received
Advances Received Book
Advance received document
Basic data (1st page)
Data
Items of VAT documents
Internal documents
Items (2nd Page)
Settlement (3rd page)
Payments (6th page)
Ext. documents (9th Page)
Functions of Advances Received Module Menu
Form – Bulk Actions
Functions over Advances Received
Methodologies of Advances received
Process during the receiving an advance from a customer
Call for payment
Payment received (receiving money)
Payments of advances in foreign currencies
Deduction of Advance Received on Invoice Out
Example of received no tax advance
Booking a received advances
Partly paid/over paid Advance
Credit Notes to Advances
Credit Notes to revalued Advances
Credit note to advance - change of VAT rate
Rounding of 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)
Attachments (9th Page)
Card of Other Receivables
Basic data (1st page)
Documents (9th Page)
Functions of Other Receivables Module Menu
Functions over Other Receivables
Create Repeated Other Receivables
Reports - Other Receivables
Other Receivable
List of Other Receivables
Sales Items
Profit, Margin and Stock Price
Evaluating Sale
Functions
Update the delay and expected date of payment
Methodologies Sale
Sale of goods in shop
Preparation before running the script
Sale of Goods at Store script parameters
Start function Sale of article in a shop
Entering a New Business Case
Payment of sales order
Method of VAT calculation from above in the IS K2
Settings in the books of sale
Setting rounding in the Client parameters
Settings of the constant for the VAT rates
Tax Calculation and Recapitulation in Sales Documents
Commission
Commission - Example
Allocation of commissions
Acknowledge commissions regardless on the status of payment of an invoice
Acknowledge commission relatively according to it how an invoice is paid
Overview of the acknowledge commission
Technical solution
Purchase
Setup of purchase
Books of purchase
Purchase orders
Purchase orders book
Purchase Order Document
Basic data (1st page)
Data - PURCHASE ORDERS
Tax summary - PURCHASE ORDER
Items (2nd Page)
Documents (5th page)
Ext. documents (9th Page)
Function menu of the module Purchase orders
Form – Bulk Actions
Functions over Purchase orders
Cancel orders (F8)
Purchase orders reports
Demand
List of purchase orders
The script to create orders for demanded articles
Create orders for demanded articles
Delivery Confirmations
The Delivery confirmation book
Delivery Confirmation Document
Basic data (1st page)
Data - DELIVERY CONFIRMATION
Tax summary - DELIVERY CONFIRMATION
Items (2nd page)
Documents (5th page)
Ext. documents (9th Page)
Functions of the Delivery confirmations module menu
Delivery Confirmation Report
Delivery Confirmations
Receipt cards
The book Receipt cards
Receipt card document
Basic data (1st page)
Data - RECEIPT CARDS
Items (2nd Page)
Posting (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 over Receipt Cards
Receipt cards reports
Receipt Card
List of receipt cards
Invoices in
Book Invoices In
Account Number
Basic data (1st page)
Import of invoices from ISDOC format
Credit notes - PURCHASE
Instalments invoices
Functions over Invoices In
Invoices In reports
Invoice In
Statement of invoices
Provided advances
Document Advance provided
Deduction of advance provided on invoice in
Corrective tax documents of advances
Functions over Provided Advances
Rounding advances
Other liabilities
Books of other liabilities
Book Other liabilities
Document Other liability
Card of Other liability
Reports - Other liabilities
Other liability
List of other liabilities
Purchase items
Purchase evaluating
Functions over purchase documents
Functions
Allocation of Incidental costs in purchase
Allocated Incidental costs of purchase
Posting of the allocated incidental costs in a Receipt card
Logistics
Warehouse
Setting of warehouses
Books of warehouses
Basic data (1st page)
Items (3rd page)
Module Menu Functions of Books of Warehouses
Form – Actions
Warehouses
Basic data (1st page)
Basic and summing warehouses (2nd page)
Zones (3rd page)
Locations
Locations book
Basic data (1st page)
Items (2nd page)
Movements (8th page)
Attachments (9th page)
Handling units
Handling units book
Basic data (1st page)
Items (2nd page)
Article
Stock items book
Serial Numbers
Transfer notes
Transfer notes book
Basic data (1st page)
Items (2nd page)
Account Assignment (3rd Page)
Payments (5th page)
Serial Numbers (6th Page)
Ext. documents (9th Page)
Internal Transfer notes - particularity
Transfer notes items book
Functions over Transfer notes
Module Menu Functions of Transfer Notes
Form – Bulk Actions
Receipt cards
Release Notes
Job Cards
Logistic Tasks book
Logistic Items book
Stocktaking
Stocktaking definition in Stocktaking book
Basic data (1st page)
Current Items (2nd Page)
Ext. documents (9th Page)
Stocktaking lists definition
Requested Items (1st Page)
Requested articles
Requested locations
Print report - Stocktaking list - empty
Stocktaking list - empty
Real items (2nd Page)
Enter actual items by Ins key
Enter actual items by script
Insert actual items in Bulk
Ext. documents (9th Page)
Functions over Stocktaking lists
Print Stocktaking reports
Reports description
Stocktaking
Stocktaking - stocktaking differences
Stocktaking list
Deficit and surpluses evaluation
Stocktaking processing
Stocktaking - processing
Verify of all requested items were checked up
Processed Stocktaking
Confirmation of corrective documents and ending of a stocktaking
ABC analyses
Book of ABC analyses
Basic data (1st page)
Items (2nd page)
Configuration of ABC analysis
Calculation of ABC analyses
Forecast of sales and supplies
Articles - V page - Forecasts folder
Forecasts configuration
Run forecasts
Book of Forecast models
Methodologies over Warehouses
Prices according to batches
Valuation of warehouse according to batches
K2 IS setting for whse valuation according to batches
Set a warehouse
Set of article
Set of parameters
Stock documents acquisition with prices according to batches
Receipt cards
Release Notes
Transfer notes - WAREHOUSE
Job Cards
Corrective transfer note creating
Business consignments
Books of letter and consignment services
Basic data (1st page) - Books of letter and consignment services
Items (2nd page) - Books of letter and consignment services
Numbering (3rd page) - Books of letter and consignment services
Consignment services
Basic data (1st page)
Consignments
Basic data (1st page)
Items (2nd page)
Ext. documents (9th page) - CONSIGNMENTS
Service support in consignments
Function over Consignments
Collections
Basic data (1st page)
Items (2nd page) - COLLECTIONS
Ext. documents (9th page) - COLLECTIONS
Packets
Basic data (1st page)
Ext. documents (9th page) - Packets
Consignments configuration
Configuration
Services
Category of consignments
Code list
Saving of consignment configuration
Load consignment configuration
Reports over the Consignments
DPD label
PPL label
PPL Sprint label
Czech post label
List of consignments
List of parcels
List of parcels in collection
Czech post label 1
List of parcels on a bulk pick up without bar code
Parcels - Posting cheque
Scripts, functions
Control parcels in collections
Creation of parcels.
Send e-mail from collection
Search for packets
Change state of document
Export Czech post file of N type
Select shipments
Select parcels
Transport
Basic code lists of Transport module
Vehicles
Vehicle Card
Basic data (1st page)
Basic data (2nd page)
Rates (3rd page)
Consumption (4th Page)
Reading of cost (5th Page)
Vehicle Operation Records (6th Page)
Vehicles - driver's report book (the 7th Page)
Ext. documents (9th Page)
Road tax rates
Fuel prices - domestic
Domestic Boarding fee
Boarding fee abroad
Vehicle operation records (VORs)
Card of Vehicle Operation Record
Basic data (1st page)
Item (2nd Page)
Ext. documents (9th Page)
VOR Module Menu Functions
Form – Actions
Distribution Plans
Document of Distribution Plans
Basic data (1st page)
Items (2nd page)
Functions over Distribution Plans
Module Menu Functions of Distribution Plans
Form – Documents
Form – Bulk Actions
Form – Actions
Distributions
Distribution Card
Basic data (1st page)
Items (2nd page)
Ext. documents (9th Page)
Functions over Distributions
Distributions Module Menu Functions
Form – Documents
Form – Bulk Actions
Form – Actions
Driver's Report Book
Driver's Report Book - 1st page
Driver's Report Book Module Menu Functions
Form – Actions
Road tax rates
Transport reports
Driver's Report Book
List of vehicles
Overview of vehicles
Finance
Introduction to Finance
Bank
Bank code lists
Card of bank document
Basic Data (1st page)
External documents (9th page)
SWIFT code list
Bank Accounts
Banker's orders
Document Banker's order
Basic data (1st page)
Items (2nd page)
Banker's orders - Item (1st page)
Banker's orders - Item (2nd page)
Attachments (9th page)
Functions over Banker's Orders
Banker's order from the filter of II
Reports over banker's orders
Banker's order
Banker's order (grouped payments)
Bank statements
Document Bank Statement
Basic data (1st page)
Items (2nd page)
Bank statements - Item (1st page)
Bank statements - Item (2nd page)
Account assignment (3rd page)
Attachments (9th page)
Functions over Bank Statements
Matching Payments in Bulk
Recalculate balances of bank accounts
Reports over banker's statements
Bank statement
Bank statements by counteraccount
Homebanking
Grouping of items
Grouping of items
Export banker's order
Common parameters for banker's order
Parametry seskupování položek
Parameters of foreign orders
Parameters for KB Best
Parameters for KM
Examples of export files
Example: Banker's order - Citibank system
Example: Banker's order - Geminy system
Settlement and booking of the bank statement. It is activated over the evaluating filter.
Parameters for Multicash
Parameters for PayPal
Parameters for CSV - BANK STATEMENT
Examples of import files
Example: Bank statement - system Multicash
Example:
Example:
Example:
Example: KB Best system
Example: KM system
Example: Citibank system
Pairing and Sorting Items
Banks and used systems
Cash register
Code list of cash register
Card of cash voucher
Basic Data (1st page)
External documents (9th page)
Cash register
Cash vouchers - Book
Cash voucher
Basic data (1st page)
Items (2nd page)
Account assignment (3rd page)
Attachments (9th page)
Functions over Cash Vouchers
Recalculate cash register balances
List of coins and Cash deposit form
List of coins
Cash voucher
Function menu module Cash vouchers
Form - Bulk actions
Functions over Cash Vouchers
Cash voucher
Cash book
Cash Desk
Code lists
Cash Register Book
Types of payments
Documents of Cash Desk
Transfers of Cash Desk
Items of payment documents
Items of payment documents
Functions over Items of payment documents
Automatic report
Open items
Book of open items
Function over the book of open items
Open items - basic information
Balance of inv. and adv. by accounts
Balance of inv. and adv. by terms
Balance invoices and advances for one supplier/customer
Balance invoices and advances with displayed payments
Balance invoices and advances with displayed payments - banker's orders
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
Reminders
Books of Reminders
Reminder Parameters
Book of Reminders
Basic data (1st page)
Items (2nd page)
Ext. documents (9th page)
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
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
Cash discount - Credit note
Cancel application of cash discount
Updating payment conditions on sales orders and order
Set-off
Set-off proposal
Print and edit of set-off
Set-off - Preview
Confirm Set-Off
Set-off
Processing of payments of invoices by payments cards
Payment of invoice "Payment card"
Match payments made by credit card
Demonstration posting example
Technical solution
Penalization
Selection of the invoices for the penalization
Create Penalty Invoices
Printing Penalty Invoices
Penalty invoices
Technical solution
Penalization
Penalization, step 1 - Select invoices for penalization
Penalization, step 2 - Create Penalty Invoices
Managerial evaluation
Start Form
Modules in Managerial Evaluation
Managerial evaluation
Payment Calendar
Payment calendar item
Basic data (1st page)
Items (2nd page)
Functions over Payment calendar
Import of Payment Calendar
Delete payment calendar
Update payment calendar
Recurring Payments of Payment Calendar
Update the delay and expected date of payment
Create bank order in payment calendar
Reports over Payment calendar
Payment Calendar
Payment calendar by customers
Plans of payment calendar
Intercompany bank
Basic settings of ICB
Books of IC bank
Functions over the IC Bank books
Setting ICB
Types of accounts
Cost centre accounts
Kinds of accounts
System accounts
User accounts
Basic data (1st page)
Items (2nd page)
Accounts
Account card
Basic data (1st page)
Statistic data (2nd page)
Receipts and expenses (3rd page)
Receipts (4th page)
Expenses (5th page)
Ext. documents (9th Page)
Functions over Accounts
ICB documents
Distinction of documents
ICB Documents processing
Basic data (1st page)
Function over the Documents of ICB
Functions IC Bank module menu
Form – Bulk Actions
Time deposits
Phases of time deposit
Basic data (1st page)
Functions over Time deposits
Standing orders
Basic data (1st page)
Functions over Standing orders
Credits
Basic data (1st page)
Items (2nd page)
Functions over Credits
Closing the ICB
Closing
Closing to
Confirmation of closing
Restoring state before closing
Evaluation and analysis services
The manager upgrade of K2 OLAP
Introduction into OLAP
Search on a dimension
Users rights for cubes and dimensions
Role
Users in roles
Available cubes for users in role
Restrictions of dimensions to selected members
Limits for displayed measures
Export and import of rights setting
Examples of using of any general parameters
Books for evaluation and analytical services
Cubes
Marketing
Activity cube
Measures
Dimensions
Opportunity cube
OPPORTUNITY measures
Dimensions - OPPORTUNITY
Opportunities MSSQL 2005 and MSSQL 2008 Demo views
Usage of marketing cubes of Activities and Partners
Opportunities
Examples of possible analyses
Monitor of frequency of activities of dealers
Numbers of companies by branches and types
Comparison of planned and invoiced purchase
The distribution of activities in the months of the year
Comparison of activities of dealers by years
The top opportunities according to the expected capacity
Sorting clients by territories
Purchase, Sale, Warehouse, Costs and Incomes, Orders, Sales orders
Purchase, Orders
Invoice in cube
Measures
Dimensions
Orders cube
Measures
Dimensions
Sale, Sales orders
Invoice out cube
Measures
Calculated Measures
Dimensions
Sales order cube
Measures
Dimensions
Warehouse
Stock card cube
Measures
Calculated Measures
Dimensions
Additional values
Stock card cube 2
Measures
Dimensions
Costs and Incomes
Measures
Dimensions
Purchase, Sale, Warehouse
Purchase and Sale
Invoices out and in
Purchase, Sale MSSQL 2005 and MSSQL 2008 Demo views
Purchase
Purchased volume by suppliers
Comparison of suppliers by years
Position of suppliers by turnover
Balances in stock
Sale
Costs and incomes by articles
Comparison of turnover by cost centres
Position of territories by turnover
Sale by contract codes
Comparison of sale by dealer levels
Wage cube
Measures - Wage
Dimensions - Wage
Production cube
Dimensions
Demo view Production
Accounting
The General Ledger cube
Measures
Kinds of movement
Dimensions
Accounting cube
Cash Desks - Payments cube
Measures
Dimensions
Cash Desks - Sale cube
Measures
Dimensions
Crediting cube
Measures
Calculated Measures
Dimensions
Cube - UverovaniSKD (CreditingSKD)
Measures - Crediting SKD
Calculated Measures - CreditingSKD
Dimensions - CreditingSKD
Bank statements and Cash vouchers
Measures
Calculated Measures
Dimensions
The Intercompany bank cube
Measures
Dimensions
Call centre cube
Measures CALL CENTRE
Calculated Measures - CALL CENTRE
Measures - CALL CENTRE
Application statistics cube
Measures - APPLICATION STATISTICS
Dimensions - APPLICATION STATISTICS
Virtual dimensions
Firm consolidation
Administrator
Conversion
Conversion of balance of invoices out
Conversion of balance of invoices in
Stocks levels conversion
Switching system for a new year
Loading the code list of Business year and Periods
Setting of books
Setting a current period of the user
Summary
General settings
Users
Users book
Basic data (1st Page - Users)
Groups of Rights (3rd Page - users)
Recording Rights (4th Page - Users)
Rights (5th Page - users)
Forbidden fields of 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)
Complaints / Service
Service orders
Service sheets
Phases of service sheet
Configuration
Wages
Personnel data
Wage data
Wage components
Wage calendar
Wage constants
Wage constants (user)
Minimum wage rates
Internal wage rates
Wage periods
Trade unions
Wage parameters
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)
Purchase books (rights description)
Sale books (rights description)
Books of Accounting (rights description)
Books of IC bank - (rights description)
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 production
Books of travel orders
Tasks (rights description)
Database administration (rights description)
Recalculations (rights description)
Planned Actions (right description)
Select Columns (right description)
Reports and functions (F9) (rights description)
Changes (rights description)
Consistency (rights description)
Special (rights description)
Opening levels (rights description)
OLAP views (rights description)
SQL Queries in Filters - (rights descriptions)
Sorting, filtering, group (rights description)
Access to settings level
Folders (rights description)
Custom rights (right description)
Data export - import
Analytical evaluation
Synchronise
ARES
Own companies
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 categories (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
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 forms
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)
Specification (rights description)
Department (rights description)
Office (rights description)
Mode of transport (rights description)
Function (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)
Shipments
Shipments services
Bulk pick up
Tasks - RIGHTS
Intercompany bank
Accounts (rights description)
Kinds (rights description)
Time deposits (rights description)
Credits (rights description)
Standing orders (rights description)
Configuration (rights description)
Documents (rights description)
Types of accounts (rights description)
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)
Warehouse
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)
Payment Calendar (rights description)
Plans of payment calendar (rights description)
Open items
Reminders
Items of payment document
Customer rating services
EET
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
Workflow
Procedures (rights description)
Processes (rights description)
Type dictionary (rights description)
Products (rights description)
Groups (rights description)
Organizational structure - RIGHTS - TITLE
Organizational structure
Organizational units
Occupied employees
Job positions
Job-seekers
Required qualifications
Other
General (rights description)
I - shop (rights description)
K2 internet shop
Intrastat - RIGHTS
Reports upon the Users
Rights statement
Right statement - User/Group
User groups
Held Records
Changes
Clear cache
Initialization of version
Data export - import
Code lists
SpeStr
Language supplements
Language supplements - 1st page
Cost centres
Names
Colours
Fonts
Producers (Article brands)
Periods
SKP code list
Countries
Currencies
External documents
Opening levels
Part I.
Part II.
Parameters
Client parameters
1 - General
2nd page
4th page
5th page - Client parameters
Setting Pre-Filling Tax Number in Cust./Suppl. Card
User parameters
General (Page 1)
User Parameters - Language
Purchase and Sale (2nd Page)
Accounting (Page 3)
Marketing (4th page)
Environment (5th page)
Options
Personnel and wages data
Default group
Delete Parameters for Client
Delete Parameters for Conf
ARES parameters
Recalculations
Stock recalculation
Recalculate daily stock levels
Recalculation of invoicing and payments
Recalculate prel. bal. sheet
Recalculation of bonded warehouse
Error logs
Consistency
Blocking of periods
System
Administration of books
Licence administration
Administration of clients
Clients - 2nd page
Administration of own companies
Own companies tab
Rounding
Split code lists tab
Sharing in groups tab
Function of Splitting Code Lists in Universal Forms
Task scheduler
Scheduler settings
Standard actions
Finance
Marketing
Workflow
Administration of objects
Set Internet connection
Reinstall manager
Modules
Reindexing and archiving of changes in accounting documents
External Additional Fields
Creation of additional field
Procedure for inserting 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
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
Report of errors
Report of current errors
Alphabetical list of rights
Technical documentation
K2 API - web services K2
Introduction
Installation and basic settings
Prerequisites
Recommended deployment for accessing SWS from the Internet
SWS Installation
The most common problems with SWS 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 SWS
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 requests of K2 server for web services
Examples
Advanced SWS configuration
Set the request size limit, or the maximum length of the URL address
"Binding" configuration
CZ
SK
EN