Announcement on future releases

Entersoft Business Suite | Entersoft Expert | Entersoft CRM

User interface and navigation finalization

User Enviroment - Activation of New Features

Main menu

Main toolbar

Corresponding menu items v3.x v4.x

Entities

Transactions

Periodic activities

EBS Version 4 | Navigation menu

User Enviroment - Activation of New Features

The 1st option (in the horizontial menu General) entitled User environment Activation of new features is now
repealed.

After upgrading, the only available menu will be the new vertical role-based menu, which has been introduced in
versions of series 4.0. This menu consolidates ERP and CRM. Follows a thorough analysis.
If by any chance, you have NOT adjust the UI forms of documents to the new (parametric) UI forms of series 4, you can
do that now from the action "Updating dynamic forms management" which is now available in the view Document types
(menu: Tools & Configuration\Customization\Documents & Series).

In you have not already developed customized

dynamic forms which meet your needs, we
recommend to activate the proposed dynamic
forms to all document types. In the presented
dialog, the document types have been categorized
based on their use. All the documents categories
are preselected. Accepting that action, actually
results the assignment of a dynamic form to the
selected document types. Henceforth, the UI
documents forms will be displayed according to the
Entersofts proposed form, having buttons, tabpages, expanders and more following the
requirements of each document type.

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Furthermore it is possible to make changes and adjustments on the default form in order to ensure that it corresponds
fully to any special business or/and user requirements (use the Entersoft Windows form designer tool).

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EBS Version 4 | Navigation menu

Main menu
The new vertical, explorer bar menu incorporates, effectively and efficiently, the ERP and CRM operations and processes,
reflecting thus a renewed, more customer-centered viewpoint. The structure of the new menu corresponds to the
structure of a contemporary business organization and its operations per department and role; the menu is essential for
the implementation of the Role-based UI.
At the first level the following menu sections are available: Sales, Marketing, Communications, Customer Care,
Inventory, Purchases & Procurement, Production, and at the overflown, horizontal bar : Projects and
Contracts, Accounting, Budgets, Business Intelligence.

Main menu
(expanded)

The menu can be minimized in order to maximize the working area (

).

Shortcuts
The top menu section is the Shortcut list; i.e. the explorer bar menu integrates the shortcuts while it fully preserves all
the existing settings and previously available administrative functionality.

Sales
Sales Processes Quoting, Delivery, Invoicing (sales orders, stock reservation, loading-control- order routing, delivery,
invoicing, back orders). In addition full statistical analysis to control the entire sales cycle by integration of CRM & ERP
processes are included.

Marketing
Access to the timeline of marketing activities, events and campaigns on merchandising processes, public campaigns,
lists, analysis of competition, procedures clientele segmentation (eg RFM models) and full statistical analysis of actual
data (response marketing activities).
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Communications
Processes of companys inbound and outbound communications with emails, attachments etc. Management of an
internal knowledge base with communications, solve problems-frequently asked questions and articles knowledge with
keywords, with possibility of publishing, shipping etc.

Customer care
Direct entry of services request, waiting lists by technician/manager, task calendars for the service request, stock and
customers managment, mobile devices of technicians, complaint management, service management (devices & spare
parts), service request statistics and customization menu.

Inventory
Processes of items management control of expected items, etc, stock items allocation processes to branches, physical
Inventory, corrections, transits, consignments, bonds, third parties warehouses, stock valuation with all methods. BOMs,
colors, sizes (season, sortiments), serial numbers, set and Assemblies.

Purchases & Procurement

Supplies processes, Suppliers and prices investigation, suppliers evaluation, offers comparison, lead times monitoring,
goods receipt processes, Imports from Foreign Country, Import to transit place. Programs of orders proposal based on
the shortfalls or based on sales.

Production
Technical Specifications, Production orders, phases, control of raw materials adequacy, concentrated consumptions,
OEM, budgeted and actual cost, cost analysis per cost factor.

Projects & Contracts

Programming and tasks management (internal & external) in projects terms and theirs progress as well as the total of transits,
payments or other financial facts. Budget and costing. Projects hierarchies. Projects management to project contracts,
expenses estimation, advance payments, subscriptions etc.

Financials
Accounting, Allocations to other Chart of accounts, validated books, branches books, Balance sheet Automatic closing,
Cash and Cash Equivalents, Banks, Exchange rates and currencies, Notes, Credit control processes Trade Accounts
Ageing of Accounts, Cash flow Forecast, Fixed assets registry, Taxes, VAT, Withholdings & Payment, Debtors and
Creditors, Expenses, Costing of imports from abroad, Tools of Accounting agreement with other sub-systems

Budgets
Budget setting Tools / Revenue and expenses to sheets based on past data, scenarios, revisions, budgets to different
currencies, tools of automatic dynamic review and budget cover control depending on the categorizations that each
budget sheet monitors.

Business intelligence
From this menu, which it mainly concerns the managers, is accomplished Monitoring & analysis of the main financial
data, ratios, sales progress, budget and cash flow Sales statistics Intercompany (CONSILIDATED) reports, and
International Financial Reporting Standards (IAS) from all sub-systems and all companies

Tools & Customization

Access to the customization tasks, maintenance and adjustment of the system based on company needs (definition of
the users privilege, view designer, olap designer, accounting report designer, excel scenarios, dashboards designer,
windows form designer, automations, posting document to the Accounting, Code segment sequences, user defined
fields, BOMs, payment methods, document series, documents print forms, transition rules, documents workflow steps,
maintenance tasks, tasks of data recalculation, import export data, scheduled, system administration tasks, and so on).
It concerns mainly trained and specialized executives of the IT department or other of those involved in the
responsibility of the proper functioning of the system.

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EBS Version 4 | Navigation menu

Main toolbar
From the icon on the left becomes the companies and users administration, modifying the input data (login), the
backup and closing, the exit from the system.
Macros administration.
Showing or hiding of the shortcuts on the bottom of work surface, closing of all open pages, placement in one of
the open pages, and furthermore, three color themes options (Office 2010 color schemes): Black, Silver and Blue.
Call of a list containing the latest actions executed by the user with the functionality of immediate call. History log
will also appear using the Ctrl-H buttons.
Accessing the Documentation, the Knowledge base, and the authentication dialog ("about") through accurate
installation (software components), version and serial number, and the modules & sub-licenses are available
(purchased).
Allows the word-phrase searching to all documentation, to the menu even to application data but also to
Attachments that have been saved to Data Base.

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EBS Version 4 | Navigation menu

Corresponding menu items v3.x v4.x

See below how rearranged the contents of the four main options of the menu horizontal of versions 3.x, which did not
exist in the central horizontal toolbar versions 4.x.

Entities
From the menu Entities in the series 3.X, is accomplished the monitoring of all MAIN entities, while from the
submenus in the next level are displayed several lists with the results of the entries while access on the entries are
provided through the menu "Entries". In menu of series 4.X each subsystem leads to a number of options for any action;
the management of the main entities, the entries administration, the corresponding reports.

The last 4 options (which are not distinct subsystems) are integrated into various spots of the menu 4.x, depending on
the context you may need them (i.e. repeated the same menu option in several submenus):
Persons

Sales/Trade accounts/Persons (plus Contacts, Point of sales (Addresses))

Marketing/Trade accounts/Persons
Communications/Trade accounts/Persons
Customer care/Trade accounts/Persons
Purchases & Procurement/Trade accounts/Persons
Projects & Contracts/Trade accounts/Persons

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Financials/Accounting Processes/Address Book (trade accounts with incomplete

data, trade account with incorrecte TRN, etc)
Catalogue items

Sales/Items & Prices/Catalogue items

Inventory/Inventory items/Catalogue items
Purchases & Procurement/tems/Catalogue items
Projects & Contracts/tems/Catalogue items

Data lists

Marketing/Audience lists

Attachments

Communications/Attachments

Transactions
In the menu of series 3.X the documents management for all subsystems is accomplished. In the menu of series 4.X the
transactions management is accomplished through the menu of each context-subsystem (in addition, direct entry options
("New ...") is provided.

More specifically

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Periodic activities
Several options on menu Periodic activities have be transferred on the menu of the associated subsystem. The following list
displays the matching of those options between both menus.

Currency exchange
rates

Financials/Currency administration /xchange rates

Stock updating
processes

Sales/Items & Prices/ Readjustment of Prices

Production/Products & BOMs /Mass modification of BOM items
Inventory/Stock entries/ Collect from file (Stock Picking)
Production/Productions/Consumptions/Allocate Stock Counting differences to consumptions
Production/Productions/Consumptions/Check registered consumptions
Inventory /Stock replenishment / Stock Level configuration

rdering
Retroactive discounts
processes
Exchange
differencesses
Consignment
processes
Fiscal Year Opening
processes

Inventory/Stock replenishment
Sales/Retroactive discounts
Purchases & Procurement/Retroactive discounts
Financials/End of period processes /Exchange differences
Inventory/Consignment processes
Financials/ End of period processes/Opening Accounting Documents
Inventory/Stock entries/Opening documents
Financials/Accounting Processes/Trade accounts Opening entries (receivable,payable)
Financials/Cash Bank acctounts/Opening documents
Financials/Portfolio/Notes - Opening documents
Financials/Fixed assets/Opening documents (acquisitions & depreciations)

Budgeting

Budgets/Budgeting
Budgets/Update Cash Flow

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End of period
processes

Inventory/Stock valuation
Financials/End of period processes/Fixed assets processes
Financials/End of period processes/Postings
Financials/Cost accounting/Bulk allocations
Financials/End of period processes/VAT tasks
Financials/End of period processes/Intrastat & VIES
Financials/End of period processes/Posting/Jounrals finalization
Financials/End of period processes/Post with accounting package
Inventory/Physical inventory/Physical Inventory finalization

Fiscal year closing

procesees

Financials/End of period processes/ Opening accounting documents

Financials/End of period processes/ Accountin reports Fiscal year closing
Financials/End of period processes/ Fiscal year closing

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