www.coresystems.ch

coresuite 4.0Feature ListPaolo Manfrinsolution developer @ coresystems ag

Overview 1/5SwissPayment• ReadSoft integration (www.readsoft.com)

Customize• Tab Wizard• Enhanced speed in import/export• Distribution of .sip/.cocu• Checklist rule enhancement• The “Switch„ button• DebugLog enhancement• Brasil rule “ChooseFromList„ for Incoterms• Brasil rule “Country„ mandatory• No need to restart coresuite when creating new

menu1

Enterprise Search• Search for the item foreign name in the

autocompletition list• Right click on a BP Contact > Create

Opportunity• New searchable fields in BP (Territory, ID No. 2)• New setting to define from which character the

autocompletition list should be displayed

Overview 2/5

Time• New billing wizard: overview of total hours• New billing wizard: overview of employees• New billing wizard: display only active employees• New billing wizard: filter service calls by status• New billing wizard: filter projects by status• New billing wizard: support for serial number

selection via mobile

Overview 3/5

Overview 4/5

Accounting• Booking Wizard: Support for Dimensions 1 to 5 on

line level• Booking Wizard: Validation before adding a

Journal Entry• Booking Wizard: Autoselect columns that can be

processed by the JE importer• Booking Wizard: Added support for Foreign

Currency on line level• New Marketing Layout for the Brasilian

localization• Enhanced Checklist layout

Framework• New function Form.GetActiveForm()• List all loaded modules via DI• Support for SAP Business One for HANA 9.0• Support for .NET Framework 4.0

Overview 5/5

THE NEW FEATURES IN DETAIL…

SwissPayment / ReadsoftReasoft Integration: Automated invoice processing.- Many studies shown that it costs a company between USD $7 and USD $50

to pay a single invoice using manual processes. Using invoice processing reduces the cost per invoice by 50%-80%

- Switzerland: Fully integrated in SwissPayment! - Germany, France, Austria: Available from January 2014- US / Canada: Solution in planning phase

- An insteresting solution for both Partners and Customers! Contact us for knowing more about your benefits

RECOGNITION PROCESSING VALIDATE IMPORT STORE

ReadSoft coresuite

• Tab Wizard: Implement your personalized tabbing in no time! You can now implement in seconds what before you were implementing in minutes or hours.

• Define in which order the cursor should move when tabbing though the fields

Customize / Tab Wizard

• Exchange customize rules with your colleagues and your customers without waiting endless while customize shows you the export window

• Increase productivity

Customize / Speed in Import / Export

• To switch quickly between the grid UI and form UI of Optimizer and Function Button.

Customize / «Switch» button

• Enhance data integrity with two «ready to use» customize rules:– ChooseFromList for incoterms (DOC:0024)– Mandatory County (BUP:0025)

Customize / Brasil Localization

• It is not necessary anymore to restart Business One when you add a «New Menu» rule

• See your changes immediately

Customize / Refresh «new menu»

• You can now search your item using the Foreign Name• Visual Feedback in the autocompletition list

Enterprise Search / Search for Item Foreign Name

• You can now create a Sales Opportunity directly from the BP Contact and the «Contact Person»

• No need to select manually again the Contact Person in the Sales Opportunity.

Enterprise Search / Create Opportunity from a BP Contact

• View all yours customers in a specific Territory• Search for the «Additional ID Number» of a Business Partner

Enterprise Search / New BP Searcheable Fields

• When a company has a lot of customers, it is better to start showing the autocompletition list only after typing e.g. 3 characters

• You can set this via Tools >User-Defined Windows > COR_SEARCH_CONF > Index Suggestion List

• Input from how many characters the autocompletition list should be displayed (e.g. 3)

Enterprise Search / Index for autocompletition list

e.g. in this case only when at least 3 characters are input the autocompletition list gets displayed.

• Get a better overview of the recorded efforts keeping under control the total hours recoded on an object together with the resource that recorded such effort.

Time / Overview of total hours and employees

• Only actives employees can be selected in the Billing Wizard process.• Avoid wrong selection and increase the usability

Time / Only Active users in the Billing Wizard process

• Be more flexible when selecting Projects and Service Calls. • Select only Projects and Service Calls on a specific status.

Time / Filter of Projects and Service Calls by Status

• Your technicians are involved on a service calls and are using material having serial numbers at customer site. You want to invoice such material using the new billing wizard

Time / Invoice Material with Serial Numbers booked via mobile

• Keep track of your departments, cost centres, projects inside the company using Dimensions, now supported in the Booking Wizard

Booking Wizard / Support for Dimensions 1…5 on line level

• Get a feedback of possible errors before creating any Journal Entry. • Increase the quality of your data avoiding mistakes

Booking Wizard / Validation before adding a Journal Entry

• Create Reverse Bookings on the first day of an accounting period in order to remove certain adjusting entries made in the previous accounting

period.

Booking Wizard / Support for Reverse Booking

• Marketing Document for the Brasilian market.• Contains all relevant fields according to the Brasilian localization like CFOP,

ICMS, IPI, Nota Fiscal, ISS

Accounting / Marketing Layout for Brazil

• The checklist layout supports now the new calculation element of the coresuite checklist

Accounting / Checklist Layout

• Coresuite framework, coresuite designer and coresuite customize are supported for B1H90 32bit clients.

• Currently under development support for 64bit clients.

• Do you want to join the rampUp? Follow the instructions at:https://coresystems.zendesk.com/entries/23672303-SAP-Business-One-version-for-SAP-HANA

Framework / Support for B1H90

• Developers and consultants needs to distribute combined solutions where a specific .cocu works in combination with a certain .sip.

• So far if was necessary first to import the .sip then the .cocu rule otherwise you would get an exception. From now on you just import a .sip which contains a .cocu as well. The customize rule is imported and activated

Customize / Distribution of .sip/.cocu

BENEFITS- Rule and .sip are bounded together- Easier to deploy- No error message at startup in case the

rule is imported before the .sip- Not possible to commit mistakes as the

rule will be disabled automatically in case the .sip is not loaded

• Now compilation errors are saved in the debugLog• Debugging is easier and more detailed• Coresystems support can better assist your support cases when receiving

the debugLog.

Customize / DebugLog enhancement

• When creating your customize rules or addons you open a new from from an existing form and you want to put the focus on the newly active form.

Framework / Form.GetActiveForm()

SAMPLE CODE// COPY the cardcode from the Sales Order formstring cardCode = TextEdit.GetFromUID(pVal.Form, "4").Value;

// open the activity formMenu.MainMenu.Activate("2563");

// PASTE the cardcode in the activity formTextEdit.GetFromUID(Form.GetActiveForm(), "9").Value = cardCode;

• To check if a certain module is loaded you can now use the function:– SwissAddonFramework.Global.LoadedModules();

• To check if a certain module is licenced you can now use the function– SwissAddonFramework.Utils.LicenceManager.IsModuleLicenced(ModuleGUID.COR_CUSTOMIZE)

• When do you use those functions? – When you want to activate some functions only when a certain user has a certain licence of a

certain module or when you want to execute some actions only when a certain module is active.

Framework / List all modules via DI and check if a module is licenced.

• Coresuite framework is now based on the Microsoft Platform .NET Framework 4.0

• A special upgrade procedure is required.

• For more information about the benefits and the upgrade procedure please visit

https://coresystems.zendesk.com/entries/25162907-coresuite-onPremise-products-Upgrade-to-version-4-00

Framework / Now based on .NET Framework 4.0

www.coresystems.ch

Thank you!Your committed coresystems team