SelectLine order extension

The Vertec SelectLine Order extension enables the linking of Vertec to SelectLine Order. In Vertec, the necessary root data can be selected from SelectLine. If an invoice is posted in Vertec, an invoice with item lines is created in SelectLine Order.

Starting with SelectLine order version 15.1, the COM interface must be licensed with SelectLine. See the section COM interface subject to license.

In Vertec, open the extensions in the settings folder. Open the SelectLine command interface and press Installieren.

Some system settings are installed for all extensions. For the SelectLine order extension these are the same as for the debtor extensions. These are listed in the article System settings > Accounting.

Special system settings for the SelectLine job extension are:

FAR client: Click on the 'new value’ button and select the path to your client (Ufakt).

PropertyName: DatenbankFibu. StringProperty.

FAR Login: Enter the login for the SelectLine here.

PropertyName: LoginFibu. StringProperty.

FAR password: Enter the password for the SelectLine here.

PropertyName: PasswordFibu. StringProperty.

Show SelectLine dialog for invoice number: If this option is set, a dialog is displayed when posting, which shows the scheduled invoice numbers in the SelectLine. This can be edited in advance.

PropertyName: SLRechnungsNrDialog. BooleanProperty.

Revenue account Services: Here you can define an article number from SelectLine. If nothing else is defined on the project or the service type, services are posted to this article number.

PropertyName: ErtragskontoLeistungen. StringProperty.

Revenue account Expenses: Here you can define an article number from SelectLine. If nothing else is defined on the project or expense type, expenses are posted to this article number.

PropertyName: ErtragskontoSpesen. StringProperty.

Revenue account Outlays: Here you can define an article number from SelectLine. If nothing else is defined on the project or the outlays type, outlays are posted to this article number.

PropertyName: ErtragskontoAuslagen. StringProperty.

Receivable omnibus account: The receivable omnibus account is not required for the creation of the order invoice and therefore cannot be automatically selected. However, you can enter the normal receivable omnibus account manually.

PropertyName: DebitorenKonto. StringProperty.

The discount account and advance account values are not used.

Starting with SelectLine order version 15.1, the COM interface must be licensed with SelectLine.

It is possible to activate the COM interface directly by the third-party program of the interface provider without the customer having to purchase a license. Since each new SelectLine major version requires a new COM activation code, the customer must enter this code in Vertec in the system settings > Accounting:

SelectLine COM activation code: From Vertec 6.2. Enter the COM activation code you will receive from your SelectLine administrator.

PropertyName: ComFreischaltcodeFibu. StringProperty.

From Vertec 6.2.0.4 onwards, the COM activation code is only transmitted to SelectLine if it is entered. This makes it possible to run both new and old Selectline versions. The behavior is as follows:

• From Selectline version 16: If a correct COM activation code is entered in Vertec, the actions are executed. If no COM activation code is entered, an error message is thrown.
• Up to Selectline 16: If no COM unlock code is entered in Vertec, the actions are executed. If a COM unlock code is present, an error message is thrown because Selectline does not yet know the field.

In order to correctly assign services, expenses and outlays (outlays only with the external costs module) to the items in the order, the services, expenses and outlay types must be entered in Vertec and linked to the corresponding item in the SelectLine.

This is illustrated with an example of a type of service:

In the SelectLine there is an article (root data > article...) with the number 250:

A corresponding service type is entered in Vertec (folder settings > Services).

For the sake of clarity, the code of the service type is given here the same as the article number of the article from the SelectLine:

The code can also be freely chosen. The important thing is simply the link to the article from SelectLine. This is done on the Accounting tab:

In the Revenue account field, click on the button with the three dots. The article selection from SelectLine appears. Assign the corresponding article here.

Expense and outlay types are entered analogously.

There is no address comparison between SelectLine and Vertec for SelectLine order. A personal account number from SelectLine must be assigned to the address in Vertec. Go to the settings page of the address in Vertec. For personal account receivables, click on the button with the three dots and select the personal account from SelectLine:

A prerequisite for posting an invoice is that a debtor from SelectLine is assigned to the project (or address) as a personal account.

If charging and posting are handled separately (system setting Beleg direkt buchen is set to Nein), then the invoice must already be charged before it can be posted.

In the case of a settled invoice, the Accounting tab contains the list of postings to be posted and a button Buchen.

Pressing the button Buchen writes the postings in SelectLine order. If the system setting SelectLine Dialog for Show invoice number is set, a dialog appears during posting in which the invoice number can still be edited in SelectLine:

The invoice is then created in the SelectLine:

On the invoice, the individual items are listed, broken down by the different article numbers:

Since the sample calculation was created with phases, the items are grouped according to the corresponding phase.

After posting an invoice, the field Beleg-Nr. on the Accounting tab is populated with the corresponding invoice number from SelectLine in Vertec.

To cancel the posted you can press the button Stornieren.

Posting and cancelling an invoice can also be done via the Actions menu or via the context menu (right-click on an invoice in a list).

Starting with SelectLine version 11, there is a performance problem when calling up the customer or article list with large amounts of data. To avoid this, the call in the Vertec extension has been changed. Nothing changes on the interface, the extension is used as before.

Implemented in the SelectLine order extension from version 125.