Preparing for Vertec 6.0

Preparing for Vertec 6.0

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Created: 05.07.2013
Machine translated
Updated: 25.10.2019 | Script AutomaticInvoicing.py replaced: Correction at to-date.

The upcoming version 6.0 of Vertec will be released with a redesigned interface. At the same time, we are introducing a new cloud-ready application architecture with version 6.0.

The previous “fat-client” architecture of the Vertec application will continue to exist in the form of a “desktop app”. The Vertec desktop app offers essentially the same functionality as the previous Vertec software, simply in a new design.

New in version 6.0 are the Vertec cloud app and a newly developed Vertec web app. Both are based on a “thin-client” architecture and allow full access to the Vertec features even over the Internet or WAN. In both cases, the entire application logic is provided by a server and the client application only takes care of the presentation of the interface.

In some cases, this enhancement of the application architecture requires the adaptation of client-side scripts that do not use cloud-ready features. In addition, two features will not be continued in the new Vertec version because they can be mapped differently.

Please note that the following features will no longer work in Vertec 6.0 and you will need to take appropriate precautions if you use them:

  • Automatic invoicing per project/case
  • Reports for invoice on project/case
  • VB scripts that use the msgbox and inputbox features
  • Python scripts that use the vtcForms module

To find out if and where you are using these features in your Vertec, Vertec provides an analysis script. The steps to be taken are described in detail below.

Please note that you will need to use Vertec 5.8 to make these preparations.

More Information

For more information see the article Vertec versions: Discontinued and obsolete functionalities (legacy features).

Vertec 6.0 Analysis Script

You can use the Analysis Script to check which of these features you are currently using in your Vertec. Follow these steps:

  1. Download the script Analysislegacyfeatures.py down.
  2. In Vertec, open the Python Editor from the Options menu, load the script and click Run.
  3. The analysis script informs about the up-to-date usage of the features that need to be adjusted.

For each feature, you will find a section below that describes what you need to prepare for.

You can do this at any time, and it will not affect the functionality of Vertec 5.8. It is important that these preparations are completed when you upgrade to Vertec 6.0.

Proceed as follows:

Reports for invoice is used

This feature is now mapped via an additional class. The Print all reports of the invoice via a Python script provided by Vertec will be started.

Vertec also provides a script for the automatic migration of your existing data to the new structure.

Setting up the data structure in vertec

Set up an additional class in Vertec as follows:

  • System settings > Class Settings > New
  • Select an additional class that is not yet in use
  • Show class name: 'Invoice report’ (write quotation marks as well)
  • Icon Index: 37

In the following text, this supplementary class is called supplementary classN. Please indicate the class name of the supplementary class you are using in the appropriate places in the vertec, e.g. supplementary class29.

Create the following 3 additional items on the custom classN:

  • Name: financial report
  • Designation: Report
  • Field Type: Object
  • Selection type: Object selection
  • Arrangement: 10
  • Classes: Additional classN
  • Expression: Report.allinstances->select(active)->select(classes.asstring.stringtolist->includes('Invoice’))
  • Name: address
  • Designation: Opt. Address (Word only)
  • Field Type: Object
  • Selection type: Address selection
  • Arrangement: 20
  • Classes: Additional classN
  • Name: printing order
  • Designation: Print order
  • Field Type: Integer
  • Arrangement: 30
  • Classes: Additional classN

Create a custom link type from project to extension classN:

FromAfter
  • Designation: Project
  • Class: Project
  • New Menu: No
  • Show container: No
  • Always show containers: No
  • SingleLink: Yes
  • Designation: Reports for invoice
  • Class: Additional classN
  • Sorting: 1500
  • Icon: 37
  • New Menu: Yes
  • Show container: Yes
  • Always show containers: Yes
  • SingleLink: No
  • Deletion sharing: Yes

A container named Reports for Invoice will appear on the project. Set up the following list settings:

  • Title: Report, Expression: additional fieldobj('accounting report’)
  • Title: Address, Expression: additional fieldobj('address’)
  • Title: Print order, Expression: zusatzfeldint('print order’)

Migrating the existing data to the new structure

To apply the existing report mappings to the newly created structure, follow these steps:

  1. Download the script Migrationreportsforinvoice.py down.
  2. In Vertec, open the Python Editor via the Options menu and load the script.
  3. Adjust the two variables linkname and add-on class according to the data structure that you created, and click Run.

The script performs the following steps:

  • Review the new data structure
  • Carry over the stored reports of all active projects

Setting up the script for printing the reports on the invoice

Download the script Reportsforinvoice.py download and register it in Vertec as follows:

  • Designation: Print all reports of the invoice (New)
  • Classes: Invoice
  • Applicable to individual objects and lists

In the script, the name of the link still needs to be checked. In our example, it is called Reports for invoice. It must have the same name as the custom link you entered.

The menu item Print all reports of the invoice (New) will then appear on the invoice or on the list of the invoice.

All reports stored on the project under Reports by invoice are printed for the relevant invoices. The reports are printed directly.

Automatically create invoice is used

This feature is now mapped via custom items on the project. The automatic invoicing is then started via a Python script provided by Vertec.

Vertec also provides a script for the automatic migration of your existing data to the new structure.

Setting up the data structure in vertec

Set up the following custom items on project in Vertec:

  • Name: autocreate
  • Designation: automatically create invoice
  • Field Type: True, False
  • Arrangement: -100
  • Classes: Project
    Note: You only need to create this field if you use the Reports for Invoice feature:
    • Name: car printing
    • Designation: automatic invoice printing
    • Field Type: True, False
    • Arrangement: -99
    • Classes: Project
    • Condition: additional fieldbool('autocreate’)
    • Name: autobuchen
    • Designation: automatically post invoice
    • Field Type: True, False
    • Arrangement: -98
    • Classes: Project
    • Condition: additional fieldbool('autocreate’)

    The selection of the invoice interval remains on the project and is also taken into account by the script. Therefore, no field is needed here.

    Migrating the existing data to the new structure

    To apply the existing values (set checkboxes on the project/case) to the newly created structure, proceed as follows:

    1. Download the script Migrationautomatic invoicing.py down.
    2. In Vertec, open the Python Editor from the Options menu, load the script and click Run.

    The script performs the following steps:

    • Review the new data structure
    • Carrying the stored information of all active projects

    Setting up the automatic invoicing script

    Download the script Automaticinvoicing.py download and register it in Vertec as follows:

    • Designation: Start automatic invoicing (New)
    • Classes: Project
    • Applicable to individual objects and applicable to lists (containers)

    If you are using reports for invoice, you still need to check the name of the link in the script. It must be the same name as the custom link you entered.

    On the individual project as well as on lists of projects, the menu item Start Automatic Invoicing (New) appears in the Entry menu.

    The script creates invoices for the selected projects. On the invoices appear all open services, expenses, outlays and downpayments as well as completed lump sum phases, which are in or before the period of the invoice interval and are not yet on any invoice. The invoices are additionally printed and/or posted, depending on the stored options (see above).

    For more information about automatic invoicing, see Automatic invoicing.

    Features “msgbox” or “inputbox” are used

    The analysis script lists the VB scripts registered in Vertec that use the msgbox or inputbox features. You need to customize these scripts as follows:

    Both functions have been newly implemented on the IVtcSession object Vertec (see article on COM Interfaces). To use these and not the VB standard functions, you must call them again on the Vertec object.

    The syntax is as follows:

    • Vertec.MsgBox(prompt[, buttons][, title])
    • Vertec.InputBox(title, prompt, default)

    Conversion from the standard vb function to the vertec function

    Msgbox

    The Vertec function msgbox has the same structure as the standard VB function, so the only difference is how it is called:

    Standard VBVertec (disambiguation)
    msgbox(....)vertec.msgbox(....)

    Input Box

    The Vertec inputbox function has a slightly different structure than the standard VB function, since it is based on the corresponding Vertec Python function (Title and Prompt are interchanged, values are not optional).

    Standard VBVertec (disambiguation)
    SyntaxInputBox(prompt[, title][, default])Vertec.InputBox(title, prompt, default)
    ExampleInputbox(“Whatis yourname?,””Vertec”)Vertec.Inputbox (“Vertec,””What’s your name?,””“)

    Example

    BeforeAfter
    set gruppe = Vertec.ArgObject
    if gruppe.isOfType("BenutzerGruppe") then
    ord = InputBox("Ordnernamen angeben","Vertec")
    else
    MsgBox "Keine Benutzergruppe",,"Vertec"
    end if
    set gruppe = Vertec.ArgObject
    if gruppe.isOfType("BenutzerGruppe") then
    ord = Vertec.InputBox("Vertec","Ordnernamen angeben","")
    else
    Vertec.MsgBox "Keine Benutzergruppe",,"Vertec"
    end if

    For a detailed description of the two methods, see msgbox/inputbox: Parameter Description.

    The python module “vtcforms” is used

    The analysis script lists the Python scripts registered in Vertec that use the vtcForms module.

    Since Vertec version 6.0, vtcForms can only be run in the desktop app and the classic app and will be set to version 6.2. They will be replaced by the new dialog mechanism introduced in version 6.1, which is also run in the cloud clients.