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: 30.07.2024
|
New version with higher version requirement published.
This application is an Additional Feature. The corresponding config set can be found here.
Application
This additional feature creates the root folder Sales with the following subfolders:
Search for offers |
Sql folder for filtering offers Offered to the following criteria:  |
All open offers |
Sql folder with a list of all offers with Status |
Offers accepted |
Sql folder with a list of all offers with Status |
Completed offers |
Sql folder with a list of all offers with Status |
Rejected offers |
Sql folder with a list of all offers with Status |
Offered phases |
Sql folder with a list of all offers with the Status activated by ComboBox. The list can be filtered 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 with a list of activities of Type sales, 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 up-to-date status and probability. |
ForecastingNote: This folder will no longer be created. In existing installations, it can be deleted manually if necessary. Contains all phases of the project with Status Offer, Granted or Completed with an end date in the specified interval. Thus, represents the expected average revenue over the period. |
Probability
Next to the root folder Sales, a field is displayed by the config set on the project phases, in which the probability can be entered:
- If the state changes to
ErteiltorAbgeschlossen, the probability automatically becomes100. - If the state changes to
Abgelehnt, the probability automatically becomes0.
In the folder Offered Phases, the project budgets are 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 it this way, you can reset the system settings manually.
Requirements and download
- The Budget & Phases module must be licensed.
Important information before importing can be found in the article Interesting facts about the additional features. Please note that config sets change data in Vertec, which may result in existing data being overwritten.
The exact import process can be found in the Articles about the config sets.
Download the additional feature with the following link:
| Version Requirement | Download |
|---|---|
| 6.7.0.7 | Configset_rootsell.xml |
The following objects are created by importing the config set:
| folder | Root folder Sales with the following subfolders:
|
| User groups |
The editors must be assigned to the appropriate user group. |
| Reports & Scripts |
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| Activity types |
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| Additional fields and additional classes | Class settings and page customizations for the ProjectPhase and Offer classes. |
| Translations | A total of 3 translations are being created. |