Sales root folder
Additional feature that creates a set of folders for sales
Operating mode
Cloud Suite
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Created: 02.07.2019
Machine translated
Updated: 24.04.2025
|
Expandability for evaluation folders removed, version requirement raised to 6.7.0.17.
This application is an Additional Feature. The corresponding config set can be found here.
Application
This additional feature creates the root folder sale with the following subfolders:
Search for offers |
Sql folder for filtering offers Offers to the following criteria:  |
All open offers |
Sql folder with a list of all offers offering Status |
Offers made |
Sql folder with a list of all offers offering Status |
Completed offers |
Sql folder with a list of all offers offering Status |
Rejected offers |
Sql folder with a list of all offers with Status |
Offered Phases |
Sql folder with a list of all quotes offering the Status activated by ComboBox. The list can be projected by customer and project. The list also shows the probability of the respective project phase, which can be entered on the phase in the Field Probability. By specifying the probability, the value in the column  |
Sales activities |
Sql folder containing a list of activities of Type sale, with the following criteria:  |
Evaluations |
Annual overview Fee budget PhasesList that can be filtered by year, in which all active phases are listed with the current status and probability. |
ForecastNote: This folder is no longer created. In existing installations, it can be deleted manually if necessary. Contains all project phases with Status offered, accepted, or completed with end date in the specified interval. Represent the expected average turnover over the period. |
Probability
In addition to the root folder sale, the config set displays a field on the project phases in which the probability can be entered:
- If the status changes to
ErteiltorAbgeschlossen, the probability is automatically set to100. - If the status changes to
Abgelehnt, the probability is automatically set to0.
In the Offered Phases folder, the project budget phases display weighted accordingly.
Since this only makes sense on phases with status offer, the config set sets the system setting Status for new project phasesAngebot. If you do not want to use this, you can reset the system settings manually.
Requirements and Download
- The Budget & Phases module must be licensed.
Important information before import can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following download link:
| Version Requirement | Download |
|---|---|
| 6.7.0.17 | Configset_rootsale.xml |
The following objects are created by importing the config set:
| folder | Root folder sale with the following subfolders:
|
| User groups |
The users must be assigned to the corresponding user group. |
| Reports & scripts |
|
| Types of activity |
|
| Custom field items and additional classes | Class settings and page customizations for the class Project phase and offer. |
| Translations | A total of 3 translations will be created. |