Cerm MIS / Prinect Business Manager What’s new in V7.13?

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Presentation transcript:

Cerm MIS / Prinect Business Manager What’s new in V7.13? Reiner Bachthaler

Agenda Demo Sales Portal Demo Estimation Portal Demo Speed Estimator / Speed Estimating Wizard (incl. block calculation, new cutting) Demo integrated ganging Concept and demo multitable layout Demo of miscellaneous improvements List overview on further extensions / improvements

1. Sales Portal – The online access to MIS for sales reps Dashboard view for sales rep on all his customers See all customers and their turnover See all RFQs, quotes and orders Goto CustPortal in behalf of one customer  create RFQs Create new customers CRM functionalities Available for mobile devices through browser Mobile CRM and RFQ tool for the sales reps

2. Estimation Portal and Speed Estimator Modern dashboard and fully automatic calculation Dashboard overview on all estimates Browser-based RFQ definition Speed Estimator: Full Automatic Calculation for „standard products“ Shorter response time to customer requests Ease-of-use RFQ screens can be also handled by printbuyer

3. Demo Speed Estimator + Speed Estimating Wizard Speed Estimator functionality Fast Estimating Wizard Improved block calculation Improved cutting processes

4. Demo Integrated Ganging (Cerm MIS – Prinect Workflow)

5. Concept and demo (L&L) multitable layout Why do we need Multitable? In the past only single table; with FIXED height. If you needed 2 tables to follow up, you needed to program both fixed. So.. dynamic creating of a table was not possible, not even for single table. Thus.. Multitable

In L&L the multitable is called a Report Container The Report Container can hold: tables (Charts) (Crosstabs) (Gantt charts) And of course any number of the above. You can add summaries (count, sum, …) these have a flexible height, so if only 2 lines or 100 lines.. the next table will follow right after.

Multitable Integration in CERM / Prinect Business Manager Demo content: Layout choice Previously.. without MT Now… with MT remark on speed: MT can be build up on screen – if you have only 1 layout selected. Choosing more then 1 layout, the preview needs to be build in the background. Estimate 010092 Job 025244 Layouts: Pruskill MT 1 = Pruskill 1 + 2 + allerlei extra gegevens Pruskill MT 2 = With printing scheme and checklist Pruskill 1 = Sales orders Pruskill 2 = Drukvel gegevens Other options: Create PDF (Create HTML) Files management

Technical explanation (layout section) New multi-table layout Form with the variables and the fields Designer of a multi-table layout Add a text field Add a report container Add a free content Add some tables in the report container Add a sort order to a table Add a table and a subtable

6. Demo of miscellaneous improvements Graduated sales price calculation Default price lines per customers (for estimating) Material price in packing calculation (use market price from the material) Bill of Material (BOM) now includes the material necessary for proofs Info button in the calculation wizard for non-available printing processes Gang forms: Correct calculation of amount of folding sheets Improved description of colours and varnishing in quote letter model Improvements in Prinect workflow for the definition of inline varnish (lacker) Free statuses in purchase and sales invoices Improvements in sales invoices: Paperless invoices (no print needed, pre-definition per customer) Is the invoice already printed (changes icon in grid, only via wizard “print group invoices”) Start batch file after processing the sales invoices  mention

7. List of further improvements Create automatically material reservations in MIS for Web-to-Print jobs (possible when using MIS reference calculations in W2P) For incoming jobs from W2P Manager the correct representative is set automatically Support of portrait printing in JDF Show the weight on the quote letter next to the graduated quantities Various UI extensions VAT in purchase invoices

7. UI extensions (for details see online help) Additional columns in Customer delivery addresses Product main: Call-off contracts (main and in customer explorer) Sales invoices Sales orders main screen Scheduling machine manipulation wizard Product stock movement report Product handlings Take jobs out of WIP (main, versions band) Product colours Look-up criteria Searches in modules based on the keyword of the custom now support special characters (Greek, Swedish,...) Tags New invoice line tags for the External Letter comment from the job (3 fields) to the invoice models

Purchase invoice without VAT details (1)

Purchase invoice without VAT details (2)

Purchase invoice with VAT details (1)

Purchase invoice with VAT details (2)

VAT links parameters

Thank you for your atention Prinect Thank you for your atention Reiner Bachthaler