Documentation

Table of ContentsTeamwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  1

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2

CRM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  2

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  3

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  4

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9

Marketing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  9

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  10

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  10

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13

Sales. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  13

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  15

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  26

Purchases . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  29

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  29

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  30

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  31

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  38

Quality . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  40

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  40

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  40

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  41

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  45

HR . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  46

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  46

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  46

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  49

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  65

Job Costing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  68

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  68

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  68

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  69

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  70

Invoicing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  71

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  71

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  71

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  72

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  78

Stocks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  78

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  78

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  79

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  81

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  90

Manufacturing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  92

OverView . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  92

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  93

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  94

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  108

Fleet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  109

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  109

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  110

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  110

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  113

Helpdesk . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  114

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  114

Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  114

Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  115

Configurations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  117

Teamwork

OverView

MenusTeamwork/ : Collaborative task management application.

Teamwork/Tasks/

Teamwork/Tasks/Tasks due/ : List the different tasks assigned to the user whose deadline forcompletion is exceeded or to the current date.

Teamwork/Tasks/Tasks to do/ : The tasks todo include all tasks whose start date is less than orequal to the current date.

Teamwork/Tasks/My open tasks/ : Open tasks group together all open tasks, which are not inclosed status.

Teamwork/Tasks/Tasks assigned to me/ : Lists all tasks assigned to me, regardless of their status.

Teamwork/Tasks/Tasks created by me/ : Lists all tasks that have been created by the active user.

Teamwork/Teams/

Teamwork/Teams/All teams/ : Lists all the teams of the ERP and allows to create new ones.

Features

Tasks

Tasks creation

You can create tasks from all the submenus of the "Tasks" menu. Tasks must be attached to aproject. You have access to a tree of tasks on 2 levels, to indicate if a task has a parent task.

Assigning tasks

Once the project is selected on a task, you can assign it to a user who is a member of the project orwho is a member of an authorized team on the project.

Tracking the progress of tasks

The various menus allow to filter and follow the tasks according to certain criteria: - Tasks due aretasks assigned to the user whose expire date has passed or is at the current date. - The tasks todoare tasks whose start date is less than or equal to the current date. - Open tasks are tasks that havebeen opened, and therefore are not closed. - Assigned tasks are tasks that have been assigned to theactive user, regardless of their status. - The submitted tasks are tasks that were created by the activeuser.

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You can set a deadline for each task, indicate its progress level and define dependencies.Dependencies allow you to specify whether you need to complete other tasks before starting one, orwhether certain tasks should begin before one is finished.

Teams

Team creation

You can create new teams from the "All teams" menu. Once the name is given to the team, you mustadd the members of this team. Allowed roles

ConfigurationsNo configurations required

CRM

OverViewThe CRM application allows you to manage company interactions with prospects and customers.

First of all, it allows to manage the prospects. The first step is to create leads to track sales andmarketing of these new leads.

A lead is usually created at the beginning of the business relationship. It is a person/companyinterested in your products and services, with whom you are in the early stage of the businessrelationship. It can be someone who has completed a questionnaire on your website, a participant

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in one of your marketing events, a person met at a trade show …

The creation of leads makes it possible in the first instance to avoid adding in the databaseprospects that would prove inconclusive. If the lead is not conclusive, it can be closed and thendeleted or set aside for later contact.

If a lead is promising and the business relationship deepens, you can convert the lead into apartner (customer / prospect) or contact, and then create an opportunity associated with the lead.The creation of leads is not mandatory, you can directly create a partner of type prospect if youwish.

Opportunities allow you to accurately track your potential sales or business, upcoming or pending.You can follow the evolution, and close them when they are lost or won.

The CRM application also creates events that are commercial and / or marketing actions (call,appointments, events, tasks) that can be linked to tracks, third parties or contacts. These events canbe programmed with the possibility of receiving reminders, and can be consulted on yourcalendars. A history is available.

Keywords

Lead : This is a person/company interested in your products and services, with whom you are in theearly stage of the business relationship. It can be someone who has completed a questionnaire onyour website, a participant in one of your marketing events, a person met at a trade show …

Opportunity : Opportunities are created when the prospect/lead has commercial interest in yourproducts/services. They allow you to track your potential sales or business, coming or waiting. Theopportunities will allow to have a precise vision of your commercial pipline because you canindicate for each opportunity an amount and a probability of realization.

Event : Events are commercial and/or marketing actions that can be linked to partners, contacts orleads: call, appointments, events, tasks.

MenusCRM/ : Customer relationship management application.

CRM/Customers/ : This menu gives access to the list of customers and allows you to create newcustomer records.

CRM/Contacts/ : This menu gives access to the list of contacts and allows you to create new contactsrecords.

CRM/Events/ : List of events related to customers and prospects, contacts and leads.

CRM/Leads/ : This menu gives access to the list of leads and makes it possible to create new ones. Alead is a prospect in the early stage of the business relationship.

CRM/Opportunities/ : This menu gives access to the list of opportunities and makes it possible tocreate new ones.

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CRM/My calendar/ : Gives access to the active user’s calendar, where he can view the events inwhich he participates, as well as his holidays, and potentially other information if the calendar issynchronized with external calendars.

CRM/Team calendar/ : Calendar of the active user team if it has the status of manager.

CRM/Shared calendar/ : Calendar shared by the active user with other users.

CRM/Reportings/ : Reportings dedicated to the CRM application.

CRM/Reportings/Calls/Calls Db/ : Dashboards on events with the type "Call".

CRM/Reportings/Opportunities/Opportunities Db 1/ : Dashboards on opportunities.

CRM/Reportings/Opportunities/Opportunities Db 2/ : Dashboards on opportunities.

CRM/Reportings/Opportunities/Opportunities Db 3/ : Dashboards on opportunities.

CRM/Reportings/Lead/Lead Db/ : Dashboards on leads.

CRM/Reportings/Event/Event Db/ : Dashboards on events.

CRM/Reportings/Objectives/Objectives User Db/ : Dashboards on the objectives of the activeuser.

CRM/Reportings/Objectives/Objectives Team Db/ : Dashboards on the objectives of the team.

CRM/Configuration/

CRM/Configuration/Leads Source/ : Displays the different prospects sources and allows to createnew ones.

CRM/Configuration/Meeting Types/ : Displays the different types of meetings and allows you tocreate new ones.

CRM/Configuration/Event Categories/ : Displays the different categories of events and allows tocreate new ones.

CRM/Configuration/Objectives configurations/ : Lets you set up business objectives.

CRM/Configuration/Objectives/ : Creates new goals and assigns them to users and / or teams.

CRM/Configuration/Lost reasons/ : Displays the various reasons for losing a lead or anopportunity and allows you to create new ones.

Features

Leads

Creation of leads

Leads are created from the "Leads" menu, by clicking + in the taskbar of the list view. A new lead

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changes to "New" once saved. If it has been assigned, it automatically switches to Assigned status.

Leads assignment

A lead can be assigned to a specific person from the field "Assigned to". If you create a new lead, itwill automatically be assigned to you.

By clicking the " Assign to me" button, the lead is automatically assigned to the current user.

TIPYou can also from the lead list view directly take in charge leads by clicking thesuitcase icon to the right of each line.

Leads evolution follow-up

The status of a lead is used to indicate the evolution of the relationship with the prospect. You alsohave access on a lead form to all the activities related to this lead : events, marketing campaigns,

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opportunities …

The field description will also allow you to enter all the information needed to track the lead.

NOTEThis field is updated dynamically. If, for example, you write something in the field ofan event linked to the lead, the lead description field will be updated automaticallywhen you save it.

Managing a lead contact preferences (whether or not to allow calls and emails)

If a prospect does not wish to be recalled or do not want to receive an email, the boxes "Rejection ofcalls" And "Rejection of emails" are checked. In the description tab, you can enter free information.

Indication of the marketing origin of a lead

In the marketing tab, you can specify the origin of the lead (sources are created in CRM /Configuration / Provenance of prospects) as well as an opportunity amount.

Lead conversion in partners and/or contacts

You can convert a lead into a contact or partner directly from its form by clicking the "Convert"button, and you can choose between creating a new partner or selecting an existing one.

You can create a prospect or customer partner by checking the corresponding box. A contact willalso be created. The information and contact details are automatically included in the contact orthird party form.

If you chose to select an existing partner, you can create a new contact for that partner or select anexisting one.

Conversion of leads into opportunities

You can convert a lead into a contact or partner directly from its record by clicking on the toolsbutton in the taskbar and on the "Create Opportunity" menu, or with the "Convert lead" button andthen checking the " Create opportunity? " box.

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Opportunities

Opportunities creation

You can create a new opportunity from the "Opportunities" menu, or from a lead, contact orpartner form. An opportunity may be linked to a lead or a customer. The tab "Follow-up" allows youto have information on its stage of progress. You can indicate the sales step, expected closing dateand a probability of success.

You can also enter the financial terms of the opportunity, with the expected amount ("Best case" fora high hypothesis,"Worst case" for a low hypothesis) and the currency.

TIPYou will find all your opportunities in the menu "Opportunities" in list view or kanbanview. From the list view, you can thanks to the icons on the right advance the step ofan opportunity, and closing it winning or lost.

From the kanban view, simply select an opportunity and change its sales step by moving it from asimple drag & drop.

Conversion of opportunities in quotations

You can transform an opportunity into an estimate by clicking on the "Convert to Quotation" buttonin the toolbar of the taskbar.

Events and tasks

Events creation : calls, meetings, email

There are different ways to create an event. The first one is directly from the menu entry "Events".

Another way is to go directly to a lead, contact or partner form, and click on the "Tools" button onthe taskbar to create a new event, on which you can choose the type : call, event, appointment, task.

TIPYou can also create a new event from one of the CRM calendars by clicking directly onthe desired time slot.

A new window will open and you will be able to define the type of event you want and fill in thenecessary information.

Tasks creation

Les tâches se créent comme des évènements. Il faut dans le champ "Type" sélectionner "Tâche".

Activation of a team calendar (setting up and synchronizing a calendar)

To have access to your team’s calendar, you must first activate the "Team management" option inthe configurations of the base application (in application configurations).

Calendar configuration

You can customize calendars by going to the Application config/Calendars/Calendar configurations

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menu. You must create a new configuration, which corresponds to a new custom calendar. Youmust then choose a name from the calendar, then the user to whom it belongs or the user group.

In the "Calendars" table, you only have to choose the calendars to follow. In actions, it is possible tocreate a new menu entry to see the calendar.

This menu entry will only be visible to the selected user or the users belonging to the selectedgroup. Finally, it is possible to delete this menu entry.

The shared calendar allows you to see its events as well as the events of other users. To configure it,you must go to its own user form (Application Configuration/Users-Companies/Users). By going tothe "Calendars Configuration" tab, you can select the users you want to track by selecting them in"Followed Users".

You have to choose a user or a team and tick the boxes according to what you want to share:

• All my calendars: The selected user or the users of the selected team will be able to see all yourevents, be it the events you created on the ERP or the events related to your synchronizedcalendars.

• My ERP calendars: The selected user or the users of the selected team will be able to see theevents that you created on the ERP but not the events related to your synchronized calendars.

• Selected imported / synchronized calendars: The selected user or users of the selected team willnot be able to see the events that you have created on the ERP, but only the events related toyour synchronized calendars that you selected. By clicking on "Selected imported/synchronizedcalendars", a table appears allowing you to select your calendars to share

NOTEIt is only possible to select users who have allowed you to track their events. Youwill only see the events they have allowed you to see.

You can also allow other people to see your events by staying on the same tab and adding rows inthe "Calendars Permissions" table.

Commercial objectives

Definition of business objectives and monitoring of their evolution

The business objectives are configured in the "Objectives configuration" menu. After entering aname or code, you have the option of assigning the objective to a person or team. The objectivemust be spread over a given period and can be set in " Period " on a daily, weekly or monthly basis.

In the "Objectives" tab, you will set the objectives that the person must reach in the given period.

You will then be able to consult the state of progress of the different objectives created inReports/Objectives.

Commercial follow-up

Sending emails to prospects and customers from the application

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Once an email account is configured, you can directly send emails to prospects and customers fromtheir forms using the "Send email" taskbar button.

Commercial follow-up of a prospect or customer : history of actions realized with theprospect or customer, history of his orders.

You have access on a lead or a contact to the history of the activities related to them and thescheduled actions: events, marketing campaigns, opportunities, orders …

ConfigurationsManaging teams in the CRM application requires to enabled the option in the configurations first.

You must go to the "Apps management" menu and the basic application settings.

Marketing

OverViewThe Marketing application allows you to create emailing and marketing campaigns.

After you have created your emailing model, and determined your target through the possibility offiltering your partners, contacts and prospects, you can send directly from the application youremailings, without going through a third party provider.

You will also have access to your emailing statistics (clickthrough rate, opening rate …)

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Marketing campaigns can also be created and linked to your customers and prospects, allowing youto track their performance and efficiency.

Keywords

Campaign: a campaign is a set of marketing actions to promote your products/services. Axelor alsoallows you to create emaling campaigns and send it from the application.

Target list: list of prospects or customers to whom you want to address your campaigns.

MenusMarketing/ : Application for managing marketing and emailing campaigns.

Marketing/Campaings/ : Creates and manages marketing and emailing campaigns.

Marketing/Target list/ : Lets you create lists of targets in your database according to criteria youhave defined.

Marketing/Configuration/

Marketing/Configuration/Campaigns types/ : Displays the different types of campaigns and allowsyou to create new campaigns.

Marketing/Configuration/Template/ : Lets you create emailing marketing templates.

Features

Marketing Campaigns

Marketing campaigns creation and planning

Marketing Campaigns are created from the "Campaigns" menu." You can create campaign types(webinar, website, social networks, etc.) in the configurations to categorize your marketingcampaigns. You can change the progress of the campaign by clicking directly on the different stagesat the top of the view, or from the kanban view of the marketing campaigns, you can change thestages by a simple drag & drop.

Depending on the type of campaigns, you can define a list of targets made up of partners, contactsand/or leads for your marketing campaign. For example, if you schedule a telemarketing campaign,you can create a list of people you want to call.

By clicking on the "Generate one event per target" box, you can mass-generate CRM events for eachtarget. To take the example of the telemarketing campaign, you will be able to create for each of thepeople to contact events of call types in the CRM application.

By going to the "Targets to Contact" tab, you will find the planned and past events of the campaign.

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Marketing campaigns results management and monitoring

If you are interested in participating in an event (a webinar, a conference, a tradeshow …), you canadd in the "Participants" tab the leads and contacts that participated in your event, allowing you toevaluate the success of your marketing campaigns.

You can also evaluate the efficiency of a campaign in relation to the number of events created forthat campaign. They may, for example, be prospecting appointments that have been made as aresult of a marketing action put in place.

In the CRM application, on the leads, partners and contacts, you can also see in the tab "Activities"the marketing campaigns in which they participated as well as the campaigns from which theywere the target.

This monitoring allows to know the marketing intensity put in place on a prospect or customer. Inparticular, you will find out if sales have been made as a result of marketing campaigns or if aprospect who has shown interest in your campaigns and products is mature to advance in the salescycle.

Targeting

Customers-prospects target files creation with the ability to apply filters

You can create target files from the "Target List" menu or directly from a campaign by clicking on"New" on the target model. After you give a name to your list, you can choose to apply filters topartners or leads. For partners, you have the choice between partners and contacts from the field"Select a type".

Then you can apply filters to your search, choosing the fields to filter and an operator to indicatehow to filter this field. For example, if you select the address of a contact as a field to be filtered and

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you want to filter all your contacts in Paris, you can choose the operator "Contains " or "Equals"then write "Paris" in the "Value" field.

You can add as many filters as you like on your search to refine the results.

Once all your filters are set, you can click the "Open filtered partners" button. A new view opensshowing all partners/contacts that match your search. The principle is the same for the leads.

When you create a marketing campaign and choose this target model, the results of your query willbe automatically updated.

You can also manually add to a target model of partners/contacts and leads.

On your model, in the fields "Select a partner/contact" and "Select a lead", you can select thepersons/companies you want.

Emailing campaigns

Custom email templates creation

Email templates are created from the Configurations/Templates menu. The html field allows you toenter the html template of your emailing.

Sending marketing campaigns directly from the application

Campaigns are created from the menu "Campaigns". The principle is the same as for marketingcampaigns, especially for the choice of the target. You must however check "Emailing" to define thatit is an emailing campaign. Then you have to select your emailing template and then click send tostart your emailing.

The emailing accounts are configured in "Application Config/Message/Template". The media typemust be emailing, and the model must be Partner (for partners templates) or Lead (for leadtemplate).

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ConfigurationsNo configuration required for this application.

Sales

OverViewThis application manages the sales of the company. It allows to create quotations, to print them orto generate them in PDF format and to send them directly from the application. Once the estimatehas been validated and finalized, it automatically changes into a sales order.

From a sales order, you can generate purchase orders or schedule manufacturing orders (accordingto the default sale supply method for ordered products).

Customer deliveries are also generated from the sale order, in order to schedule the associatedstock movements.

Keywords

Price list: a price list allows to define specific prices, different from the standard prices. You maydecide to create systematic discounts that will apply to any order, or discounts or surcharges oncertain products or categories of products, as well as discounts in a minimum ordered quantity. Youcan associate a price list to your customers or directly with an order. The prices will then beautomatically modified according to what is defined in the price list.

Contract: you can create contract-type sales orders, which will be active for a specific period oruntil terminated. Contracts can be configured with a commitment period, a number of products/services included during the commitment period, notice of termination … etc. Alerts can also be setto be warned before the end of a contract.

MenusSales/ : Sales management application.

Sales/Customers/ : This menu gives access to the list of customers and allows you to create newcustomers records.

Sales/Contacts/ : This menu gives access to the list of contacts and allows you to create newcontacts records.

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Sales/Products & services/ : This menu gives access to the list of products/services and allows tocreate new product/ service forms.

Sales/Quotations/ : Allows to create new customer quotations and displays the current quotations.

Sales/Sale orders/ : Allows to create new sale orders and displays the current and completedorders.

Sales/Quotations template/ : Allows you to create quote templates.

Sales/Historical/ : Supplier orders history

Sales/Historical/Finished orders/ : Displays all completed purchase orders.

Sales/Historical/Canceled orders/ : Displays all canceled purchase orders.

Sales/Reportings/ : Reportings dedicated to the sales application.

Sales/Reportings/Salesman/ : Reports on the user’s sales activities.

Sales/Reportings/Sales Manager/ : Reports on sales activities of which the manager is responsible.

Sales/Reportings/Sales details/ : Detailed reports on sales.

Sales/Reportings/Turnover Study/ : Detailed reports on turnover.

Sales/Reportings/Customers/ : Detailed reports on customers.

Sales/Reportings/Maps/Customers/ : Map showing the location of the different customers.

Sales/Reportings/Maps/Prospects/ : Map showing the location of the different prospects.

Sales/Configuration/Cancel reasons/ : Displays the different reasons for canceling a sale andallows you to create new ones.

Sales/Configuration/Duration/ : Allows creation of validity periods for quotations.

Sales/Configuration/Price lists/ : Allows you to create and manage price lists for sales.

Sales/Configuration/Taxes/ : Displays the different taxes to be taken into account on quotationsand orders and makes it possible to create new ones.

Sales/Configuration/Configurators/ : Menu for sales configurators.

Sales/Configuration/Modèle de configurateurs/Configurator creators/ : Displays and definesconfigurator templates.

Sales/Configuration/Configurateurs/Configurators/ : Displays the generated configurators andgives the possibility to create them manually.

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Features

Quotations

Quotations creation

New quotations are created from "Quotation" menu. You must first select the correspondingcustomer to be able to add quotation lines. Once the quotation is completed and saved, it is in draftstatus. You must then finalize it by clicking the corresponding button.

Create a quotation title line

In a quotation line, the "Title line" checkbox is used to transform the order line into a title line. Thetitle lines simply allow you to organize the order by grouping lines under titles.

If this box is checked, only a label must be filled in to define the title.

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Quotations templates creation

You can create quotation templates from an existing quotation by clicking the "Tools" button andthen on "Define as a template". A new "Template" tab will open, And then you can save it.This quotetemplate can then be found in the "Quotation Templates" menu.

From this menu, you can also create new quotation templates by clicking on +. Once you havecreated a template, you can create a quote from this template by clicking on the correspondingtemplate.

Quotations versions management

The quotations and sales orders have a version number. It is possible for a quotation in the

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finalized status to pass it again to the draft status and to increment the version number by pressingthe button "New version".

With each new version, the previous version is saved in PDF format. You find each version ofquotation in the integrated document management.

TIPYou can easily access different versions of a quotation by going from a quote to thetaskbar and clicking on the paperclip icon. The number displayed next to the iconindicates the number of quote versions for this quotation.

Quotations merger

From the list of quotations in the quotations menu, you can merge quotations by clicking the"Merge quotations" button. A new view opens where you can select the quotations you want tomerge. Then click the "Merge into single sale order" button to create a new single quotation thatmerges the selected quotes.

NOTE You can only merge quotations that are in draft status.

Send quotations / orders

You can send a quotation or an order by email directly from the application. On a quotation or anorder, simply click on the "Send email" button.

You can configure email sending templates for quotation submissions, in application config.

Management of commercial discounts

The management of the commercial discounts is done through the price lists (see below) ormanually on each quotation/order. In the "Discounts" panel of the quotation/sale order line, youcan choose to apply a fixed or percentage discount.

Orders

Creation of a command from a quotation

When a quotation is at the status finalized, you can turn it into an sale order by clicking the "Orderconfirmed" button.

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Advance payment on an order

Display an alert on a sale order

Alerts on sales orders or quotations are configured in the relevant customer partner form. In the"Customer" tab there is a text field "Sale order information" in which it is possible to specify an alertmessage.

Thus, at the creation of a sale order or quotation, from the selection of the customer concerned, thismessage will appear in a pop-up and header of the order.

Blocking a customer’s orders

If the maximum customer credit amount is exceeded, the new sales orders will be automaticallyblocked. It is configured on the partner form, in the "Customer credit" tab.

More generally all blockages are managed from the "blockages" tab of a customer record. You canthen check the box "Sale blocking" to prevent the creation of an order for this customer. You willalso need to enter a date until you want to block orders for this customer.

It is also possible to unblock manually an order (according to the user rights) by clicking on"manual unblock" on the order at the time of validating it when the message indicating that thiscustomer is blocked appears.

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Invoice generation from sale order

From an order with the status "Order confirmed", you can generate an invoice by clicking on the"Generate Invoice" button.

Customer deliveries generation from a sale order

From an order with the status "Order confirmed", you can generate customer deliveries by clickingon the "Generate customer deliveries" button.

They can also be generated automatically upon confirmation of the order if the correspondingoption has been activated in the Supply Chain application configurations.

Production order generation from a sale order

From an order with the status "Order confirmed", you can generate a production order by clickingon the "Generate production order" button.

Replenishment management from sales orders

It is possible since a finalized or confirmed order to generate a purchase order containing all thepreviously selected order lines by clicking on the "Generate purchase order" button.

TIP

The generation can be automatic if the option "Generate purchase ordersautomatically" is enabled in the "Supply Chain" application configurations. In this case,the purchase order will be generated when the order is confirmed. A similar option isavailable for generation of production orders either manually or automatically.

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On each order line, the mode of supply (purchase, produce, from stock) is indicated by the defaultmode of supply of the product.

This replenishment mode from the sales orders is configured on the product form in the "Sales" tab,in the "Sale supply default method".

Sales order merger

In the sale orders list view, you must click the "Merge sale orders" button. A new view opens whereyou can select the sale orders you want to merge. Then click the "Merge into single sale order"button to create a new single sale order that merges the selected sale orders.

NOTE You can only merge sale orders that are in draft status.

Display of all customers sale orders lines

From the list of customer orders, you can open a new view showing all the sale orders lines byclicking on the button "See sale order lines" in the taskbar.

Finalizing Sales Orders

Sales orders are automatically finalized when the sales order related delivery (s) have beencompleted.

Finalized sale orders are visible in the Historical/Finished orders.

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Prices and currencies

Prices management WT and ATI

It is possible to choose in the basic configurations between a price always in WT, always in ATI, bydefault in WT and by default in ATI. The choices "by default in WT" and "by default in ATI" leave thepossibility of modifying the type of price applied on a case by case basis (via a check box).

For each company in the sales configurations, it is possible to choose a type of management forquotations and sales orders as well as for purchase orders. These options have an impact on thecalculation of the total orders (which will therefore be in WT or ATI). For ATI management it will benecessary to select the applicable taxes on the different product lines.

NOTEIn the configurations of the Base application, you can also define the default pricetype on the product forms using the "Products in ATI/WT" field.

Price lists creation and management

It is possible to manage a conditional catalog of prices by means of price lists.Through theseconfigurable lists, it is possible to vary the unit price of a product or a set of products according tothe volume ordered.

Lists are applicable to the choice of the order according to the conditions negotiated with thecustomer and make it possible to manage the framework agreements. The price lists are accessiblein the configurations by the menu "Price lists".

When you create a price list, it is automatically active, but it can be disabled by unchecking the"Active" box. If you select the option "Hide discount on prints" and the price list is selected on anorder, discounts will be automatically hidden from the estimates and orders impressions.

Regarding the application of the discount, you can decide to apply it on all your products. In thiscase, you must use the field "General discount" and indicate a percentage of discount. If you attachthis price list to a customer, this customer will receive a systematic discount of the percentage youhave indicated.

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TIP

You can also decide to apply discounts only on products or product categories. If ageneral discount is already applied to all products, and you set a different discount fora particular product, the product or product category discount will be taken intoaccount.

Once you choose the product (or product category), you can choose between several calculationmethods: - Discount : You can set a fixed or percentage discount, and indicate whether this discountapplies if a minimum quantity of product is ordered. - Additionnal : same principle as for thediscount except that you can increase the price of the product. - Replace : allows to indicate areplacement price (lower or higher than the selling price), and to indicate if this replacement priceapplies if a minimum quantity of product is ordered.

Once a price list has been created, you can associate it with one or more customers on theircustomer record, in the "Customer" tab and in the "Sales price list" field. You can also select a pricelist directly on a quote or order, in customer information.

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List of other features

Definition of payment methods and payment terms

The payment methods and payment terms can be defined for each partner, and they are configuredon the partner form in the invoicing/payment tab. It is also possible to create quotation/ordertemplates by indicating default payment modes and conditions.

Definition of sales prices

The sales prices are defined on the product/service forms.

Exports in Word and Excel formats

You can export quotations and orders in Excel and Word from the "Reports" menu in the taskbar.

Schedule quotations and order events

Events can be scheduled on quotations and orders from the "Tools" menu located in the taskbar.

Assignment of a sales person and a team to the order

On a quotation/order, you can assign a sales representative and/or a sales team to the order.

Quotation or sale order cancellation

You can cancel an order or a quotation that is in draft or finalized status with the "Cancel" button.Once an order is confirmed, it can not be canceled.

Tracking invoices and deliveries from orders

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You can track the status of orders delivery and invoicing at a glance with visual indicators fromKanban views of current orders and completed orders. Indicators are in red delivery and invoicingwere not carried out, in yellow if they were partially carried out, and in green if they were carriedout.

These indicators are also found in the first panel of each order.

Order status management

A new quotation/order is at the beginning on the draft status and once it has been validated, it goesto the finalized status. Confirmation of an order is done with the "Order confirmed" button.

A quotation/order can be canceled before changing to the status "Order confirmed".

Hide discounts on impressions

Ticking the box "Hide discount on prints" makes it possible hide the discounts on the prints ofquotations and orders.

Display a message on a print

In the content tab of the quotation or sale command, you can write a message in the html field"Description to display" to be displayed on the printouts.

Management of delivery addresses and invoicing

You can create new billing and delivery addresses directly in a partner form in the "Information"tab. You can define the address type: delivery, billing or default. You can also create a new addressdirectly from an order.

Customer reference on quotation/order

In addition to the internal reference, it is possible to record customer order forms by entering theorder the reference of the purchase order on the order screen.

Definition of modes of delivery and transport

The delivery and shipping modes can be defined by default per customer from their form.Otherwise they are chosen from customer deliveries.

Product pack management

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The management of products in pack must be activated in the configurations. On a product form,you must then tick the box "Is a pack" to indicate that this product is a pack. A new "Pack lines" tabwill appear. You can then indicate the products that will make up the pack, as well as theirquantities.

It is also possible to create your pack directly from a quote / order line, by selecting Pack in the"Type" field. In the "Components of the pack" tab, you will find a table allowing you to add thedifferent products that make up the pack.

Manage multiple sale quantities

To handle multiple sale quantities, you must enable the option in the Sales applicationconfigurations.

This is an option that allows you to define a product’s multiples sale quantities on the product form.You can in this way define a product that can only be sold in a certain quantity (for example for aquantity of 5 and 10). If the quantity selected on a sale order line is different than defined multiples,the line can not be validated, and a message will appear, displaying which are the authorizedquantities .

Multiple quantities are defined on the product form, in the "Sales" tab. There is a table in which youcan add new lines with the allowed quantities. For example, if you want to sale a product you byquantities of 5, 10, and 15, you must create 3 rows: one for a quantity of 5, one for a quantity of 10,and one for a quantity of 15.

If you check the "Allow to force sales quantities" option, a user can validate the sale order line evenif the chosen quantity does not match the defined multiples.

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Modification of a confirmed sale order

You must first activate the option "Allow pending order modification" in the Sales applicationconfigurations This option allows the modification of a confirmed sale order.

To modify an order, you must click on it on the button "Edit order". An indicator "Order beingedited" appears.

When an order is being modified, the generation of invoices and customer deliveries is blocked. If acustomer delivery is in the planned status, it will remain locked at this status as long as the order isbeing modified.

Once you have made your changes to an order, you must click on the "Validate Changes" button.

ConfigurationsIn the "Sales" application configurations, you can enable the following options:

• Manage sales unit on products. This function is useful when the units of purchase of a productfrom a supplier are different from your sales units (for example, if you buy a product per tonne

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and sell it to the kilo). In this way, when ordering, the selected product will be directly indicatedwith its sales unit, thus avoiding conversion.

• Manage sale order versions. This option enables the ability to create multiple versions of aquotation, allowing you to edit a quotation to create a new versions and track the history.

• Product pack management. This option allows you to create pack products, composed of otherproducts. Note that you can then modify the composition of a pack directly from aquotation/sale order line.

• Allow pending order modification: this option authorizes the modification of a confirmed saleorder. When an order is being modified, the generation of invoices and customer delivery isblocked. If a customer delivery is in the planned status, it remains stuck at this status as long asthe order is being modified.

• Enable business configurator: allows to activate the business configurators on thequotations/sale orders.

• Manage multiple sale quantity : This is an option that allows you to define a product’s multiplessale quantities on the product form. You can in this way define a product that can only be soldin a certain quantity (for example for a quantity of 5 and 10). If the quantity selected on a saleorder line is different than defined multiples, the line can not be validated, and a message willappear, displaying which are the authorized quantities .

To access the configurations of the "Sales" application, you must go to the "Application Config"menu and then "Apps Management". Then you click Setup on configure on the "Sales" application.

Sales are also configured by companies, which can be accessed either from the "Sales application"configurations, by clicking on the list on the company concerned, either from the "ApplicationConfig" menu, in the "Users/Companies" and then "Companies" menus. Then you have to doubleclick on the company of your choice, and you will have access to the configurations per module ofthe company concerned, including the Sales configurations.

You can configure per company :

• A validity period by default of the quotations.

• Sale orders ATI/WT : It is possible to choose if in sale quotations/ordersin the prices are alwaysin WT, always in ATI, by default in WT or by default in ATI. The choices "by default in WT" and"by default in ATI" leave the possibility of modifying the type of price applied on a case by casebasis (via a check box).

• The amount of customer credit accepted : if the amount is exceeded, new orders for thatcustomer will be blocked. It will still be possible to unlock it manually if you have the rights.

Display settings are also available:

• Display saleman on printing : if the box is checked, the name of the salesman that is indicated

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on a quote / order will appear on the printouts.

• Display product code on printing.

• Display delivery conditions on printing : on a quotation/order, in the tab "Delivery Information",there is a text field "Delivery conditions". If enabled, the contents of this field will appear on theprintings.

• Display tax details on printing

• Client box in sale order : possibility to personalize a customer box on the printing ofquotations/orders thanks to a field html.

• Legal note on sale order: allows to display a box with legal information on the printings of thequotations/orders.

"Supplychain" configurations (accessed from the "Apps Management" menu) allow you to manageparameters that can be linked to the sales application :

• Customer deliveries management : allows to activate the management of the customerdeliveries. You will be able to generate customer deliveries from sales orders and stockmanagement.

• Generate customer deliveries automatically : Automatic generation of customer deliveries whenan order is confirmed.

• Terminate sale order on delivery : when this option is activated, the sales orders automaticallychange to the "Finished" status when the deliveries for these orders have been made (when thecustomer delivery change to the "Realized" status).

• Allow complete manually sale order : if you activate this option, on a confirmed order, a button"Complete manually sale order" then appears. You will then be able to manually complete anorder. If the option "Terminate sale order on delivery" is deactivated, it will be necessary toauthorize to finish manually an order.

• Generate purchase orders automatically : when this option is enabled, purchase orders areautomatically generated when a sale order is confirmed. Note that purchase orders will only begenerated for products whose sale supply default method on sale orders is "Purchase". This isconfigured on the product form, in the "Sale" tab.

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• Generate invoice from sale order : when this option is enabled, you can generate invoices fromsales orders.

• Allow timetable invoicing : this option makes it possible to activate the management of thetimetables from the customer quotations/ orders. You can generate invoices by timetable line.

• Allow subscriptions for sale orders : this option allows the creation of subscription typequotations and sale orders.

• Check stocks in a sale order : if you activate this option, when you fill out a quotation/sale orderline, the stocks are checked at the validation of the line. If the quantity in stock is insufficient, awarning message appears.

• Manage stock reservation : if this option is activated, you will be able to reserve the quantity ofproducts you want on the quotations/sale orders lines. Quantities will be considered as reservedin stock. Once the order is confirmed, you will be able to modify the reserved quantities on thesale order lines.

Purchases

OverViewThis application allows to manage the purchases of the company. It allows you to create quotationsthat, once validated and finalized, automatically transform into purchase orders. You can generatesupplier arrivals from a purchase order to schedule the associated stock movements, and generatethe control invoice.

The application also makes it possible to send quotation requests to several suppliers, thus makingit possible to select the most competitive offer.

The sub-application "Purchase requests" generates pricing requests on specific products to yoursuppliers.

Keywords

Purchase request: Allows an employee to create purchase requests for a particular product. Theserequests must then be validated.

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Pricing request: allows you to send pricing requests from quotations to suppliers, helping you tochoose the most competitive offer.

Contract: you can create contract-type purchase orders, which will be active for a specific period oruntil terminated. Contracts can be configured with a commitment period, a number of products/services included during the commitment period, notice of termination … etc. Alerts can also be setto be warned before the end of a contract.

MenusPurchases/ : Purchase management application.

Purchases/Suppliers/ : This menu gives access to the list of suppliers and allows you to create newsuppliers records.

Purchases/Contacts/ : This menu gives access to the list of contacts and allows you to create newcontacts records.

Purchases/Products and services/ : This menu gives access to the list of products/services andallows to create new product/ service forms.

Purchases/Quotations/ : Allows to create new purchase quotations and displays the currentquotations.

Purchases/Purchase orders/ : Allows to create new purchase orders and displays the current andcompleted orders.

Purchases/Historical/ : Supplier orders history

Purchases/Historical/Finished orders/ : Displays all completed purchase orders.

Purchases/Historical/Canceled orders/ : Displays all canceled purchase orders.

Purchases/Supplier requests/ : Displays the various requests sent to suppliers.

Purchases/Reportings/ : Reportings dedicated to the purchases application.

Purchases/Reportings/Purchase Buyer/ : Reports on the user’s purchase activities.

Purchases/Reportings/Purchase Manager/ : Reports on purchase activities of which the manageris responsible.

Purchases/Reportings/Purchase Orders/ : Reports on purchase orders.

Purchases/Reportings/Suppliers map/ : Map showing the location of the different suppliers.

Purchases/Configuration/

Purchases/Configuration/Price lists/ : Allows to create and manage price lists for purchase.

Purchases/Configuration/Purchase request creator/ : Create custom purchase requests forms.

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Purchases/Purchase requests/ : Purchase request management application.

Purchases/Purchase requests/All purchase requests/ : Displays purchase requests to suppliersand creates new ones.

Purchases/Purchase requests/All requests sent/ : Displays purchase requests sent to suppliersand creates new ones.

Purchases/Purchase requests/All requests accepted/ : Displays purchase requests that have beenaccepted.

Features

Purchase requests

Generate Pricing Request (Automatically and Manually)

Pricing requests are used to send a pricing request to one or more suppliers of the same product.This allows you to compare prices between multiple suppliers for a given product and quantity, andto choose the best proposal. This is optional, you can make a classic purchase order to a singlesupplier from the outset without using pricing requests.

Pricing requests are made from a quotation or purchase order at draft status, separately from thesupplier order lines or for the entire purchase order using the button "Generate all requests to thesuppliers" in the tab page "Supplier order management".

Note that to make pricing requests, you will still have to fill in the supplier field of the purchaseorder. You can change it later if you choose another supplier.

The "Purchase order?" box. must be checked if the current command is the initial command. If aparent command already exists, enter it in the "Initial purchase order" field.

TIP

You can therefore also make pricing requests via PO lines. On the line, once you havefilled in the product and the quantity, it is possible to automatically generate pricingrequests from the suppliers who have this product in their catalog by clicking on the"Generate pricing requests" button.

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The pricing requests will then appear in the corresponding menu and you can accept or rejectthem. Once the requests have been accepted, on the original purchase order on which you madethe requests, you will see on each line which requests has been accepted.

If you have accepted the pricing requests from the supplier that you originally specified on thepurchase order, you can continue by validating this purchase order.

If you have finally chosen other suppliers for the whole order or for certain lines of the order, bygoing to the tab "Supplier order management", click on the tab "Generate supplier purchase orders"and the purchase orders corresponding to the accepted pricing requests will be generated.

Supplier portal

Validation of purchase requests

Once all these requests are generated, suppliers can respond to purchase requests on the supplierportal.

A user of the system can also manually handle these requests in case the exchanges with thesupplier take place outside the system. Once all purchase requests have been processed, a supplierwill be chosen from the same tab.

It is then possible, if this operation is carried out on several lines of an order, to automaticallygenerate a purchase order for each supplier retained in the purchase lines by means of the button"generating supplier orders".

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Quotations

Quotations creation

New quotations are created from "Purchase quotation" menu. You must first select thecorresponding supplier in order to be able to add more quotation lines.

Once the quotation is completed and saved, it is in draft status. You must then finalize it by clickingthe corresponding button.

Quotations versions management

The quotations and purchase orders have a version number. It is possible for a quotation in thefinalized status to pass it again to the draft status and to increment the version number by pressing

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the button "New version".

With each new version, the previous version is saved in PDF format.

Quotations merger

From the list of quotations in the quotations menu, you can merge quotations by clicking the"Merge quotations" button. A new view opens where you can select the quotations you want tomerge.

Then click the "Merge into single sale order" button to create a new single quotation that mergesthe selected quotes.

Orders

Creation of a command from a quotation

When a quotation is at the status finalized, you can turn it into a purchase order by clicking the"Order confirmed" button.

Advance payment on an order

Display an alert on a purchase order

The "Purchase order" tab appear in the supplier partner form (depending on the partner status).This tab contains a text field in which it is possible to specify an alert message.

Thus, at the creation of a purchase order, as soon as the related supplier selection, this message willappear in a pop-up as well as at the top of the purchase order header.

Invoice generation from purchase order

From an order with the status "Order confirmed", you can generate an invoice by clicking on the"Generate control invoice" button which can be find in the menu Tools in the taskbar.

Supplier arrivals generation from a purchase order

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From an order with the status "Order confirmed", you can generate supplier arrival by clicking onthe "Generate supplier arrival" button.

Purchase orders merger

In the purchase orders list view, you must click the "Merge sale orders" button. A new view openswhere you can select the sale orders you want to merge. Then click the "Merge into single saleorder" button to create a new single sale order that merges the selected sale orders.

You can only merge orders at a draft status.

Prices and currencies

Prices management WT and ATI

It is possible to choose in the basic configurations between a price always in WT, always in ATI, bydefault in WT and by default in ATI. The choices "by default in WT" and "by default in ATI" leave thepossibility of modifying the type of price applied on a case by case basis (via a check box).

For each company in the sales configurations, it is possible to choose a type of management forquotations and sales orders as well as for purchase orders. These options have an impact on thecalculation of the total orders (which will therefore be in WT or ATI).

Price lists creation and management

It is possible to manage a conditional catalog of prices by means of price lists.Through theseconfigurable lists, it is possible to vary the unit price of a product or a set of products according tothe volume ordered. Lists are applicable at choice on the order according to the conditionsnegotiated with the supplier and make it possible to manage the contracts agreements. The pricelists are accessible in the configurations by the menu "Price lists".

When you create a price list, it is automatically active, but it can be disabled by unchecking the

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"Active" box. If you select the option "Hide discount on prints" and the price list is selected on anorder, discounts will be automatically hidden from the estimates and orders impressions.

Regarding the application of the discount, you can decide to apply it on all your products. In thiscase, you must use the field "General discount" and indicate a percentage of discount. If you attachthis price list to a supplier this customer will receive a systematic discount of the percentage youhave indicated.

TIP

You can also decide to apply discounts only on products or product categories. If ageneral discount is already applied to all products, and you set a different discount fora particular product, the product or product category discount will be taken intoaccount.

Once you choose the product (or product category) on which a given discount should be applied,you can choose between several calculation methods:

• Discount : You can set a fixed or percentage discount, and indicate whether this discount appliesif a minimum quantity of product is ordered.

• Additionnal : same principle as for the discount except that you can increase the price of theproduct.

• Replace : allows to indicate a replacement price (lower or higher than the selling price), and toindicate if this replacement price applies if a minimum quantity of product is ordered.

Once a price list has been created, you can associate it with one or more suppliers on their supplierform, in the "Supplier" tab and in the "Purchase price list" field. You can also select a price listdirectly on a quote or order, in supplier information.

Management of orders status

A new quotation/order is at the beginning on the draft status and once it has been validated, it goesto the finalized status. Confirmation of an order is done with the "Order confirmed" button. Aquotation/order can be canceled before changing to the status "Order confirmed".

Purchase request

Purchase requests management

This sub-application allows employees to create purchase requests for a particular product andquantity. These requests must then be accepted by the purchasing department.

New requests are created from the "All Purchase Requests" menu.

On a purchase request, you must select a product and a quantity. The unit, price and supplier fieldsare filled automatically.

If the product you wish to buy is not in the existing product catalog, you must check the box "Newproduct".

Once the request is complete, you can click on the "Request" button in the taskbar. This request will

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appear in the menu "All requests sent". A purchasing manager or a manager may then come toconsult to accept or refuse.

TIPFrom the menu all accepted requests, you can generate supplier orders by clicking onthe button "Generate PO". You can then choose to group the requests by supplier, byproduct or by delivery address.

Other Features

Definition of payment methods and payment terms

The payment methods and payment terms can be defined for each partner, and they are configuredon the partner form in the invoicing/payment tab. It is also possible to create quotation/ordertemplates by indicating default payment modes and conditions.

Definition of purchase prices

The purchase prices are defined on the product/service forms.

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Cancellation of a purchase request or order

You can cancel an order or a quotation that is in draft or finalized status with the "Cancel" button.Once an order is confirmed, it can not be canceled.

Order Status Management

A new quotation/order is at the beginning on the draft status and once it has been validated, it goesto the finalized status. Confirmation of an order is done with the "Order confirmed" button.

A quotation/order can be canceled before changing to the status "Order confirmed".

Assigning a buyer to the order

On a quotation/order, you can assign a buyer to the order through the "Buyer" field.

Quotation/order supplier reference

In addition to the internal reference, it is possible to record supplier order forms by entering on theorder the reference of the purchase order on the tab "Supplier.Info".

ConfigurationsIn the "Purchases" application configurations, you can enable the following options:

• Manage purchase unit on products. This function is useful when the units of purchase of aproduct from a supplier are different from your sales units (for example, if you buy a productper tonne and sell it to the kilo). In this way, when ordering, the selected product will be directlyindicated with its purchase unit, thus avoiding conversion.

• Manage purchase order versions. This option enables the ability to create multiple versions of apurchase order, allowing you to edit an order to create a new versions and track the history.

• Pricing request management. This option allows you to activate the management of purchasingrequests to suppliers, enabling you to send quotation requests to several suppliers of the sameproduct.

• Manage multiple purchase quantity : This is an option that allows you to define a product’smultiples purchase quantities on the product form. You can in this way define a product thatcan only be purchased in a certain quantity (for example for a quantity of 5 and 10). If thequantity selected on a purchase order line is different than defined multiples, the line can notbe validated, and a message will appear, displaying which are the authorized quantities .

To access the configurations of the "Purchases" application, you must go to the "Application Config"menu and then "Apps Management". Then you click Setup on configure on the "Purchases"application.

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Purchases are also configured by companies, which can be accessed either from the "Purchasesapplication" configurations, by clicking on the list on the company concerned, either from the"Application Config" menu, in the "Users/Companies" and then "Companies" menus. Then you haveto double click on the company of your choice, and you will have access to the configurations permodule of the company concerned, including the purchases configurations.

• Purchase orders ATI/WT : it is possible to choose if in purchase orders the prices are always inWT, always in ATI, by default in WT or by default in ATI. The choices "by default in WT" and "bydefault in ATI" leave the possibility of modifying the type of price applied on a case by case basis(via a check box).

Display settings are also available: - Display prices on requested purchase printing : if this box isunchecked, product prices will not appear on purchase quotation printings.

• Message for requesting prices : ability to customize a message per default on pricing requests.

"Supplychain" configurations (accessed from the "Apps Management" menu) allow you to manageparameters that can be linked to the sales application :

• Supplier arrivals management : allows to activate the management of the supplier arrivals. Youwill be able to generate supplier arrivals from purchase orders and stock management.

• Generate supplier arrivals automatically : Automatic generation of supplier arrivals when anorder is confirmed.

• Terminate purchase order on receipt : when this option is activated, the purchase ordersautomatically change to the "Finished" status when the receipt for these orders have been made(when the supplier arrival change to the "Realized" status).

• Allow complete manually purchase order : if you activate this option, on a confirmed order, abutton "Complete manually purchase order" then appears. You will then be able to manuallycomplete an order. If the option "Terminate purchase order on delivery" is deactivated, it willbe necessary to authorize to finish manually an order.

• Generate supplier arrivals automatically : automatic generation of supplier arrivals when a

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purchase order is finalized or confirmed.

• Generate invoice from purchase order : when this option is enabled, you can generate invoicesfrom purchase orders.

Quality

OverviewThis application will help manage quality.

You can create quality processes with different control points and then program quality controls onyour products and services.

The application allows you to follow the progress of your quality controls, step by step.

You have the ability to create quality alerts as soon as a problem is detected, whether it is during acontrol or by a customer feedback. You keep a history of each quality alert and you can preciselytrack the resolution of problems, as well as the corrective and preventive actions that have beenput in place.

Keywords

Quality process: a quality process is linked to a product/service and consists of different controlpoints. It will be needed to go through each control point to complete the process.

Control points: control points are the different stages of a quality process.

Quality control: a quality control is linked to a quality process. The different control points to befollowed during the control will be generated according to the chosen process.

Quality alert: a quality alert must be created as soon as a quality problem is detected.

MenusQuality/ : Application de gestion de la qualité.

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Quality/Quality controls/ : Menu permettant de gérer les contrôles qualité.

Quality/Quality controls/Quality processes/ : Permet de créer des processus qualité.

Quality/Quality controls/Quality controls/ : Permet de créer des contrôles qualité.

Quality/Quality controls/Control points/ : Affiche les différents points de contrôle en cours.

Quality/Quality alerts/ : Permet de créer des alertes qualité.

Quality/Calendar/

Quality/Calendar/Alert calendar/ : Calendrier affichant les alertes qualité.

Quality/Calendar/Quality control calendar/ : Calendrier affichant les contrôles qualité.

Quality/Reportings/

Quality/Reportings/Quality dashboard/ : Affiche les rapports de l’application de qualité.

Quality/Configurations/

Quality/Configurations/Quality teams/ : Permet de créer des équipes qualité.

Quality/Configurations/Root causes/ : Permet de créer des origines de problèmes.

Quality/Configurations/Tags/ : Permet de créer des étiquettes permettant de catégoriser les alertesqualité.

Features

Quality process

Creation of quality process

Before you can run quality controls, you must first create quality processes from the QualityControls/Quality Processes menu.

A quality process contains a label, a code, and must be associated with a product.

This process will consist of different quality control points. The quality team will follow during itscontrols the process with its different control point. Once a control point is completed, move on tothe next one.

You can add new quality control points by clicking on new in the table "Control points model list".

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Creation of quality control points

Control points are created from quality processes, so a control point is linked to a process.

The Name and Team fields are required to create a control point. You also have the option to choosethe person responsible for that particular checkpoint and to indicate a product.

Checkpoints have a priority that will indicate the order in which they must be done. For example,priority 1 for the first, priority 2 for the second … If 2 points have the same priority, this means thatthey must be done at the same time.

The "Test Type" field allows you to choose which type of test will be performed during thischeckpoint. Basic, 4 types of tests are available :

• Pass-fail

• Measure

• Dummy

• Take a picture

You must also select a control type :

• All operations : means that you will control everything.

• Randomly : the control will be random, you have the possibility to specify a control frequency,all the X% of an operation.

• Periodically: the control will be done periodically, over a period that you can define.

On each checkpoint you then have 3 html fields :

• The first one allows to indicate instructions for this control point that the operator of the qualityteam will have to follow.

• The second field is a field "Notes" to indicate observations during the realization of this controlpoint.

• The third field "Message if failure" makes it possible to note observations in the event of failure

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of the control and thus to keep a trace of it.

Quality controls

Creation of quality controls

Quality controls are created from the "Quality Controls" sub-menu and a quality control isassociated with a product and a quality process.

You must also select a quality team who will be in charge of the control (it is possible to indicate aresponsible also), and indicate a start date and an end date of the control. You also have the optionof setting a due date.

Once the quality process has been selected, you can click on the "Pre-fill control points" button. Allcontrol points defined in the process will then be generated in the "Control Point List" table in theorder in which they are to be performed. You have the option to manually add control points in thetable if needed.

Once you have completed everything, you can schedule the check by clicking the "Plan" button.

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Proceedings and follow-up of a quality control

Once a control has been scheduled, you can indicate that it starts by clicking the "Start" button. Allthe current controls are visible from the Quality Controls menu or from a calendar view in theCalendar/Quality control calendar menu.

You then find the different control points to be carried out directly from the quality control, or fromthe Quality Controls/Control Points menu where the quality teams can find all the control pointsthey will have to carry out.

Each control point has a status. When the quality control starts, the control points are in the "To do"status. The quality teams must then indicate on each point if it is a success or a failure by clickingon the corresponding buttons and noting any observations. Then they can go to the next controlpoint.

Once all control points have been passed, you can indicate that the quality control is complete byclicking the "Finish" button.

Quality alerts

Creation of quality alerts

Quality alerts can be created from the "Quality Alerts" menu, or directly from a control point if aproblem has been detected at that time.

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An alert can be associated with a product and a work center.

You must indicate a quality team, a responsible and the root cause. You can create new root causesfrom the configurations.

The "Priority" field indicates whether the alert concerns a problem that requires urgent resolutionor not. You also have the option of a maximum due date to resolve the problem.

On a quality alert, you have at your disposal three html fields.

The first "Description" field describes the problem encountered in creating an alert. The secondfield "Corrective actions" will allow to describe the corrective actions put in place to solve theproblem. The third field "Preventive Actions" allows to indicate preventive actions to prevent a newproblem of this type.

You also have the option to create tags directly from a quality alert or from configurations. This canallow you to categorize the alerts and then find them more easily.

Once your alert is created, you must confirm it. The next status allows to propose a correctiveaction. Once the problem has been resolved, you can click on the "Solve" button to indicate that asolution has been successfully completed and tested.

Quality teams

Creation of quality teams

Quality teams are created from the configurations, menu Quality teams. You must create at leastone team to create quality controls, processes, and alerts.

ConfigurationsThere are no configurations required for this application.

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HR

OverViewThis application allows you to manage the company’s human resources. It consists of different sub-applications covering a broad spectrum of human resources.

It allows to manage : - Management of employees including employee contracts, payrollpreparation, restaurant vouchers and bonuses. - Leave requests. - Expenses. - Timesheets. - Extrahours. - Recruitment. - Training courses. - Appraisals.

You can choose whether or not to activate the different subapplications

Keywords

Payroll preparation: the application allows you to take care of all payroll preparation upstream,gathering all the information necessary for its processing. This preparation must then be exportedto a certified payroll software (according to the legislation in force in the country).

Timesheet: a timesheet allows employees to indicate the amount of time they have spent on tasksand/or projects. This function is often used in project management.

MenusHuman resources/

Human resources/Employee Management/ : Application of human resources management.

Human resources/Employee Management/List of employees/ : Displays the list of employees andallows you to create employee records.

Human resources/Employee Management/Employment Contracts/ : Allows to createemployment contracts for employees.

Human resources/Employee Management/Payroll Preparation/ : Menu for managing employeepayroll preparation.

Human resources/Employee Management/Lunch voucher management/ : Allows to managelunch voucher.

Human resources/Employee Management/Employee bonus management/ : Allows to manageemployee bonus.

Human resources/Employee Management/Configuration/

Human resources/Employee Management/Configuration/Product activities/ : Allows to createactivities of product type (Project manager, project, audit …) which can be carried out by employeesand invoiced to customers.

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Human resources/Employee Management/Configuration/End of contract reasons/ : Allows tocreate reasons for termination of employment.

Human resources/Employee Management/Configuration/Employment Contract Templates/ :Allows to create templates for employment contracts.

Human resources/Employee Management/Configuration/Employee bonus type/ : Allows tocreate bonus types for employees.

Human resources/Employee Management/Configuration/Employment contract types/ : Allowsto create types of employment contracts.

Human resources/Employee Management/Configuration/Payroll years/ : Allows to createpayroll years.

Human resources/Employee Management/Configuration/Payroll periods/ : Allows to createpayroll periods.

Human resources/Employee Management/Configuration/Fiscal periods/ : Displays the fiscalperiods.

Human resources/Employee Management/Configuration/Plannings/ : Management of employeeschedules.

Human resources/Employee Management/Configuration/Event planning/ : Allows you to createevent schedules for employees (eg holiday schedules).

Human resources/Employee Management/Configuration/Weekly planning/ : Allows to createweekly plannings for employees.

Human resources/Leave Requests/ : Leave requests management application.

Human resources/Leave Requests/Complete my Leave Request/ : Allows to complete and send arequest for holidays.

Human resources/Leave Requests/All my leave requests/ : Displays all of the active user’s leaverequests.

Human resources/Leave Requests/Leave Requests to Validate/ : Displays the leave requests thatare to be validated (for a manager profile).

Human resources/Leave Requests/Leaves calendar/ : Calendar displaying the leave requests ofthe active user and his team if he has the status of manager.

Human resources/Leave Requests/Leave requests to justify/ : Allows you to create retrospectiveleave requests in the event of an unexpected absence that the employee will have to jusitfy.

Human resources/Leave Requests/Configuration/Leave reason/ : Allows to create leave reasons.

Human resources/Expenses/ : Expenses management application.

Human resources/Expenses/Complete my expense/ : Allows to complete and send an expense.

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Human resources/Expenses/All my Expenses/ : Displays all of the active user’s expenses.

Human resources/Expenses/Expenses to Validate/ : Displays the expenses that are to be validated(for a HR or manager profile).

Human resources/Expenses/Expenses to Ventilate/ : Displays all expenses that must beventilated.

Human resources/Expenses/Multiple users expenses/ : Allows to manage multi-users expenses

Human resources/Expenses/Historic team expenses/ : Displays the historical of all the teamexpenses

Human resources/Expenses/Configuration/Expense Type/ : Allows to create type of expenses.

Human resources/Expenses/Configuration/Kilometric Allowance Params/ : Allows to createkilometric allowance parameters.

Human resources/Timesheets/ : Timesheets management application.

Human resources/Timesheets/Complete my Timesheet/ : Allows to complete and send atimesheet.

Human resources/Timesheets/All my Timesheets/ : Displays all of the active user’s timesheets.

Human resources/Timesheets/Timesheets to validate/ : Displays the timesheets that are to bevalidated (for a HR or manager profile).

Human resources/Timesheets/Historic team timesheets/ : Displays the timesheet history for ateam.

Human resources/Timesheets/Start&Stop Timer/ : Start & stop timer to calculate the time on thetimesheets.

Human resources/Extra hours/ : Extra hours management application.

Human resources/Extra hours/Enter extra hours/ : Allows to enter and send extra hours.

Human resources/Extra hours/All my extra hours/ : Displays all extra hours of the active user.

Human resources/Extra hours/Extra hours to validate/ : Displays the extra hours that are to bevalidated (for a HR or manager profile).

Human resources/Extra hours/Historic extra hours/ : History of extra hours.

Human resources/Recruitment/ : Recruitment management application.

Human resources/Recruitment/Job positions/ : Allows to create and manage job positions.

Human resources/Recruitment/Historic job positions/ : DIsplays the historical of all job positions

Human resources/Recruitment/All open Applications/ : Displays all current applications.

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Human resources/Recruitment/All applications/ : Displays all applications.

Human resources/Recruitment/Configuration/Level of education/ : Allows to create levels ofeducation.

Human resources/Recruitment/Configuration/Hiring stage/ : Allows to create hiring stages.

Human resources/Recruitment/Configuration/Sources/ : Allows you to create sources to indicatethe origin of an application.

Human resources/Training/ : Trainings management application.

Human resources/Training/My trainings/ : Displays all of the active user’s trainings.

Human resources/Training/My team trainings/ : Displays the active user’s team trainings(manager profile).

Human resources/Training/All trainings/ : Displays all trainings.

Human resources/Training/Training dashboard/ : Dashboards on trainings.

Human resources/Training/Configuration/Categories/ : Allows to create training categories.

Human resources/Training/Configuration/Trainings/ : Allows to create the trainings.

Human resources/Training/Configuration/Training sessions/ : Allows to create training sessions.

Human resources/Appraisals/ : Internal appraisals management application.

Human resources/Appraisals/My appraisals/ : Displays the active user’s appraisals.

Human resources/Appraisals/My team appraisals/ : Displays the appraisals active user’s team(for a HR or manager profile).

Human resources/Appraisals/Appraisals/ : Displays all appraisals.

Human resources/Appraisals/Appraisals templates/ : Allows to create appraisals templates.

Human resources/Appraisals/Configuration/Appraisal types/ : Allows to create appraisals types.

Human resources/Dashboards/ : Dashboards of the application of human resources.

Human resources/Dashboards/Human resources manager/ : HR dashboards of the manager.

Human resources/Dashboards/Human resources users/ : HR dashboards of the active user.

Features

Employee management

Creation of employee records

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Employee forms are created in the Employee Management/Employee List menu. It is also possibleto create a form used from an application in the recruitment module, from the "Hired" button.

Payroll Preparation

Payroll Preparation is handled from the Employee Management/Payroll Preparation menu. Whenopening a new form, you must first choose the company, the employee for whom to prepare the payand the employment contract. All you have to do is select a month and a year. All this informationwill make it possible to filter the leaves, overtime and expense reports to be taken into account. A"Refresh" button refreshes the information. The number of days worked will be calculatedautomatically, as well as the amount of expense payable. It is also possible to add lines on thepayroll preparation for specific cases.

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NOTEThe gross annual salary is recovered from the contract but the net salary and theexpenses are to be filled out manually.

Management of employment contracts

You can create a new employment contract from the Employee Management/Employment contractsmenu, or directly from an employee record in the "employment contract" tab. It is possible to enteran employment contract template in order to print this contract (configurable in EmployeeManagement/ Configuration/Employment contract templates). The button in the taskbar " Createamendment" allows you to create contract amendments.

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NOTE

In order for the main information of the employment contract to be included on theemployee record, you must select the employee’s employment contract in the "Mainemployment contract" field on the employee record in the section "ContractualInfo.".

Employment contract templates creation

Templates for employment contracts are created in the Employee Management/Configuration/Employment contract template menu. They allow printing of an employee’s contract based on thismodel.

Employment contract types creation

The types of employment contracts (permanent contracts, part-time contracts…) are created in theEmployee Management/ Configuration/Employment contract type.

Lunch voucher management

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Bonus management

Management of employee schedules

The employee schedules are managed in the Employee Management/Configuration/Planningsmenu. Planning are filled in on each employee form in the"Weekly planning" and "Public holidayplanning" fields. You can set plannings for events, which is a schedule of public holidays. You mustgive a name to the schedule and add a list of holidays (date + name) by clicking on New. Weeklyplannings are for employee work schedules. You can choose which days of the week are workedand work schedules for each day.

Timesheets

Creation and management of timesheets

You can create a new timesheet from the "Complete my Timesheet" menu. If another timesheet isalready open in a draft status, you must confirm it to be able to open a new timesheet. You can thenmanually add lines to the timesheet to retrieve past times. A project can be selected to count the

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time spent on it. The activity must then be reported for the time spent with the number of hoursspent. It is possible to choose whether the line is to be invoiced by checking the "To be charged" box.

Get time from projects

It is possible to directly enter the time spent on projects from a project form in the tab "Log times ".On the other hand, you should not forget to retrieve the time spent on a project, by clicking on thebutton "Get times from projects" in the timesheet in draft form.

Automatic generation of timesheet lines

It is possible to generate lines in mass on a timesheet by clicking the "Generate lines automatically"button. It is necessary to enter a period for the mass generation, as well as a number of daily hours,a project and an activity.

Timesheets validation

You will find all the timesheets to be validated in the "Timesheets to be validated" menu. Here youwill see all the time sheets that a manager has to validate except his own. You can then consult eachtimesheet and decide to validate them or refuse them. If you refuse a timesheet, it will be returnedto the user who created it with the status "refused", which then has the option of canceling orrewriting it to draft status to modify it.

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TIPIf a manager is absent, the person in charge of this manager can consult thetimesheets he has to validate during his absence by clicking on the button "Seetimesheets to be validated by my subordinates "located in the top bar.

Different invoicing types for timesheets

Timesheet lines can be invoiced, for example in the context of a business project. You can choosebetween two invoicing types in the "Timesheets" sub-application options: use line’s activity or useemployee’s activity.

If you use the activity of the lines, you can invoice the different lines of timesheets for an employee,with potentially different activities per rows of timesheets. While it may be useful for an employerto have the detail of times and activities, you don’t necessarily need as much detail when invoicinga cutomer for a business project, for example.

In this case, you can use employee activity for invoicing timesheets. In an employee record, in thetab timesheet, you can define by default an activity for an employee, in the field "Default activityproduct". If, for example, you define an employee as a "Project Manager" type of product activity,when you invoice the employee’s timesheets, only the "Project Manager" activity will appear,without the precise details of all the different activities he or she may have performed.

Consolidating timesheet lines for invoices

If the option "Consolidate timesheet lines for invoices" is activated, the timesheet lines will begrouped by activity type products on invoices.

Managing notification emails for timesheets

It is possible to receive an e-mail for each new timesheet to be validated, validated and rejected. Todo this, simply go to the HR configuration of the user’s active company (ApplicationConfiguration/Users/Companies/HR Configuration) and then in the "Template Timesheets" box,activate "Mail", which will allow you to configure the sending templates for sent, validated andrejected timesheets.

Start & stop use

The "Start & Stop timer" menu opens a new window on which you choose an activity and a project.Clicking on start, the timer fires. When it is finished you click stop and a timesheet line isautomatically created.

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Allow timesheets invoicing

Timesheet lines may be invoiced for a business project, if the invoicing type selected is "Time-based". You will then need to click on the "To bill" box on each timeline.

Extra hours

Creation and management of extra hours

You can create extra hours from the "enter extra hours" menu. A new extra hours sheet will open ifno other extra hours sheet is in progress, at draft status. The number of hours can not be greaterthan the number of hours of daily work reported on the employee attached to the user, an errormessage will be displayed if this is the case and the value will automatically change to the numberof hours of daily work reported on the employee.

NOTE Additional extra hours lines can be associated with a project.

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Extra hours validation

You will find all the extra hours hours to be validated in the menu "Extra hours. to validate". Hereare shown all extra hours that a managerl must validate except his own. You can then consult eachextra hours and decide to validate or refuse them.

If you refuse an extra hour, it returns to the user who created it with the "Refused status ". The usercan then cancel or revert to the draft status for editing.

TIP

If a manager is absent, the person in charge of this manager can consult the extrahours he has to validate during his absence by going to the menu "Extra hours. Tovalidate ", then clicking on the button "Show extra hours to be validated by mysubordinates" located in the top bar.

Managing notification emails for extra hours

It is possible to receive an e-mail for each extra hours to be validated, validated and rejected. To dothis, simply go to the HR configuration of the user’s active company (Application Configuration /Users/Companies / HR Configuration) and then in the tab "Extra hours template", yyou mustactivate "Notification email for extra hours", which will allow you to configure e-mail sendingtemplates for extra hours sent, validated and denied.

Expenses

In the accounting configurations of the company, accessible from the Applicative Config/Company,then by double-clicking on your company and then on the button "Account Configurations". Youmust indicate an expense journal and a tax account for expenses.

Creation and management of expenses

By clicking on "complete my expense", you open a new expense report if no other expense report isin progress, with draft status. The move date is entered automatically on the ventilation. A fiscalperiod is included in the expense report. By default, this is the current period. It is possible tomodify it only by an earlier period. A "Expense paied with company’s card" checkbox indicates that

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the fees have been paid with the company card. In this case the employee should not bereimbursed.

It is then possible to add lines to the expense report. The default date is the current date, it could beearlier than this date but could not be later than the current date. You must then enter the type offee with the amount including tax and the amount of the tax. The WT amount is automaticallycalculated for information purposes. A justification can be added for each expense line.

In the "Actions" tab on the right, click "Send expenses" to send it.

Mileages management

The mileages are managed on the expenses, in the tab "kilometric allowances". You have to fill inthe date, the parameter of the kilometer allowance (configurable in Configuration/Kilometricallowance params), the type of trip (one way or round trip), the number of kilometers (in the caseof a round trip, you have to indicate the number of kilometers for a one-way trip, and the numberis then automatically multiplied by 2), the departure and arrival city and the reason.

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Expenses validation

You will find all the expense to be validated in the "Expenses to be validated" menu. Here aredisplayed all the expenses that a manager must validate, except his own. You can then view eachexpense report and decide whether to accept or reject it. If you decline an expense, it is returned tothe user who created it at "Refused status ". The user can then cancel or revert to the draft status forediting.

To ventilate an expense, you must go to the "Expenses to be ventilate" menu or directly to avalidated expense.

TIP

If a manager is absent, the person in charge of this manager can consult the expensesthat he has to validate during his absence by going to the menu "Expenses to validate"and then clicking on the button "Show expenses to be validated by my subordinates"located in the top bar.

Management of multiple users expenses

Allow invoicing of expenses

A project can be selected to manage invoicing by project if the "To invoice" box is checked on theexpense note line.

Managing notification emails for expenses

It is also possible to receive an e-mail for each expense to be validated, validated and rejected. Todo this, simply go to the HR configuration of the user’s active company (ApplicationConfiguration/Users/Companies/HR Configuration) and then in the box "Expense templates", whichwill allow you to set up e-mail sending templates for sent, validated, and denied expenses.

Leave requests

Creation and management of leave requests

By clicking on" Complete my leave request ", you open a new leave request if no other is in

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progress, in the draft status. You should then enter dates for the desired holidays. There is apossibility of managing the half-days. The duration will be automatically calculated according tothe schedules on the employee attached to the user. The leave reasons are configured inConfiguration.

A reason is required to validate or save the leave request.

In the "Actions" tab on the right, click on "Send leave request" to send it.

NOTE

Leave reasons are created in the "Leave Request" application settings. On theemployee record, in the "Leave list" tab, add lines by choosing the type of absencethe employee can select. One line must be created for each type of absence you wantthe employee to be allowed to select.

Leave requests validation

You will find all leave requests to be validated in the menu "Leave requests to validate". Here aredisplayed all leave requests that a manager must validate except his own.

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You can then view each leave request and decide whether to accept or reject them. If you refuse aleave request, it is returned to the person who created it with the status "Refused". The user canthen cancel or revert to the draft status for editing.

TIP

If the manager in charge is absent, the person in charge of this manager can consultthe leave requests that he has to validate during his absence by going to the menu"Leave requests to validate" and then clicking on the button "Show leave requests tovalidate by my subordinates " located in the top bar.

Authorization of negative values for employee leave

Allowing negative values for leave means that you allow an employee to take leave even if hisbalance is at 0. You must activate the option in the company’s HR configuration by clicking on"Allow negative values for employee leaves". Now, whenever a new employee form is created, theoption will be automatically activated. You can disable it on a case-by-case basis if necessary on theform used.

Management of unforeseen absences (requests for justified leave)

If an employee is absent and this is an unplanned absence, meaning that he or she was unable tomake a leave request before being absent, this menu allows you to create a leave request after thedate of this one, which can’t be done with a standard request leave.

Managing notification emails for leave requests

It is possible to receive an e-mail for each new leave request to be validated, validated and rejected.To do this, simply go to the HR configuration of the user’s active company and then in the "LeaveTemplates" tab, activate "Notification email for leave requests", which will allow you to set up e-mail sending templates for sent, validated and rejected leave requests.

Trainings

Creation and management of trainings

Training must be created from the Configuration/Training menu. Once you have completed all thetraining information, you can save it. Registration for the trainings is done from the menu"Training". You must choose your training and session and click on "Accept/Schedule". Once thetraining is completed, you must click on the "Completed Training" button and give a rate to thetraining.

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Creation of training sessions

Training sessions are created from the Configuration/Training Sessions menu. You must select thetraining for which you want to create the session, the dates and the number of hours, and save. Oneach session, you can retrieve the list of subscribers to this session which is updated automatically.After the session is complete, you can click the "Close the session" button.

Management of skills acquired during training

When creating a training, you can freely add skills (in the form of tags) in the "Skills" field. Thesewill be skills that will be acquired during the training. These skills will be automatically associatedwith the employees who will participate in the training. You can find them on each employee formin the "Skills" tab.

Recruitment

Job offers creation

Job offers are created from the "Job Offers" menu. Once you have filled in the various fields of anoffer, you can click on the status "Open" when you want to indicate that the offer is in progress.

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Applications creation

The management of the candidatures can be automated by filling the field "Job email" whencreating a job offer. It must be an email account already configured in the application. You mustinclude this email address in your job offer in order to automatically import applicants'information and attachments into the application. Each email sent to this address will create a newapplication. If you use a single address for several offers, you will simply have to attach theapplication to the offer concerned (field "Job offer").

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NOTEYou can also manually create new applications from the "All applications" menu orfrom a job offer by clicking on the "Create an application" button.

Applications management

When an application is created, it is in the open status. The field "Recruitment step" "indicates theprogress of the application. To close the application, you must change the status and indicate if it isrejected or if the person has been hired.

Creating an employee form from a candidate profile

From an application, you can directly create a form using the contact information by clicking the"Hired" button.

Creating a candidate database

In the "Contact" tab of an application, you can fill in the different candidate fields, and add relatedskills. You will then be able to consult this information and build up a database of candidates.

Appraisal

Creating appraisals

You can create new appraisals from different menus : my appraisals, my team’s appraisals andappraisals.

You must then choose who will be assessed, who will be responsible for the appraisal, and when.The appraisal type field must also be completed. Appraisal types are created from theConfigurations menu.

The description field is an html field that allows you to insert an appraisal form and modify it.

Once all the elements are filled in, you can click on the "Send" button. The employee concerned willthen receive an email and a notification with the details of the appraisal.

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NOTE

From the "Appraisal Templates" menu, you can create appraisal templates. Then byclicking on the "Create appraisals" button, you can select all the employees forwhom you want to create an appraisal. By checking the box "Send?", the appraisalwill be sent to all selected employees.

Management of the internal appraisal process

Once an evaluation has been made, click on the "Realized" button.

History of employee appraisals

You have access on each employee form to the appraisal history for the employee concerned.

ConfigurationsHR application configurations are configured by sub-application and per company.

The company settings allow you to manage:

• The company’s default public holiday schedules and weekly schedules. Each time a newemployee form is created, these holidays plannings will be the ones selected by default.

• Email notification templates for timesheets, extra hours, expenses and leave requests. These arenotification emails that are sent to users when they submit an expense report, a timesheet, etc.Different models can be configured according to several scenarios (confirmation, refusal,validation …).

• Use unique product for timesheet : if you check this box, you can choose a unique product thatwill be filled automatically on the timesheets. On the timesheet line, this product corresponds tothe "Activity" field. The user will not have the choice of the activity that will be filled

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automatically.

• Restaurant voucher management configurations.

• Variable configurations in formulas.

• Exports.

Expenses configurations, including the mileage scale : - Kilometric expense product : when youcreate a kilometric allowance param line, an expense line will be created with the type of expenseyou define here. Expense types are created and configured in the expense app configurations. -Expense sequence : allows you to define a standard sequence for expenses. - Kilometric allowancerates : Allows to define the different rates of kilometric allowance. You can here enter differentfiscal horsepower with a personalized rate for each horsepower.

• Batch rules for holidays.

The configurations of the sub-application "Employee Management" can be used to manage: - Thenumber of hours worked per day. - Payroll advance management. - Payroll preparation. -Management of restaurant vouchers and employees bonuses.

The "Leave Requests" sub-application settings enable the ability to allow negative values for leave.

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This option allows an employee to use advance leave days, which he or she does not yet have, andtherefore authorized to have a negative balance of leave days.

The settings of the sub-application "Expenses" allow you to activate the distance with a web service.

Expenses require an accounting setup.

In the accounting configurations of the company, accessible from Application config inUsers/Companies and companies, then double click on your company and then on the button"Account configs". You must specify a journal of Expense, as well as a tax account for expense.

The configurations of the sub-application "Expenses" enable to activate the option "Computedistance with web service". When this option is activated, for kilometric allowance, the number ofkilometers between the start address and the arrival address will be calculated automaticallythrough a web service that connects to Google map or Open Street map.

For this feature to work, you must in the configurations of the "Base" application, in the "Interfaces"tab, select which map API you want to use, for example Google map, and enter your Google mapAPI key. Once done, you can test the connection by clicking on the corresponding button.

You can visit this page to learn how to get a Google map API key:https://developers.google.com/maps/documentation/javascript/get-api-key?hl=En

"Timesheets" sub-application configurations can be used to manage:

• Invoicing type for log times : this option allows you to choose whether the timesheets will bebilled according to the activity used on the lines of the timesheets, or according to the activitydefined by default on the employee form. In the employee form, this activity can be defined inthe tab "Timesheets", in the field "Default product activity".

• Consolidate timesheet line on invoice : this option will consolidate the timesheet lines byactivity on the invoices.

• Start & stop : this option offers the possibility to use an integrated start & stop on the timesheetsto calculate exactly the time spent on an activity.

• Keep project for Start&Stop timer : when this option is enabled, the project that was used when

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the start & stop was last used will automatically resume when you start the start & stop again.

• Edit Start&Stop timer on stop : when this option is not enabled, once the start & stop is stopped,the created timesheet line is read-only. If you enable this option, you can edit the line to edit it.

• Timesheet editor : this option allows to activate on the timesheets a "graphical" editor that willallow to enter his time directly on a schedule.

• Timesheet default end date format : allows to define if by default the end date of a timesheetwill be automatically at the end of the week or at the end of the month.

Job Costing

OverViewThis application is dedicated to business project management. It has an interest for companies thatproduce goods and services in project mode. You will be able to create new business projects,monitor their progress and control their profitability.

You will also be able to invoice your business project from this application. The systemautomatically retrieves all the items to be invoiced on a business project and you can quicklygenerate an invoice.

Keywords

Business project : A business project is a project that will be invoiced to a customer.

Folder : a folder can be used to group together several business projects (for example, projects forthe same customer) to make analytics.

MenusJob costing/ : Job costing application.

Job costing/Project folder/ : Allows you to create folders in which to classify buisness projects withan analytical objective.

Job costing/Business projects/ : Allows to create business projects.

Job costing/Invoicing business projects/ : Allows to invoice business projects.

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Features

Business project

Business project

You can create a business project from the Business Projects menu. You can indicate that a businessproject is also a project by clicking on the corresponding box.

The "Configurations" tab allows you to specify whether you want to allow certain types of activitiesand categories for this business project.

Business project folders creation

Creating business folders allows you to group several projects within the same folder for analyticalpurposes.

Just give the folder a name, and select the projects that will be part of this folder.

Projects/tasks invoicing

A project/business project can be invoiced if they have been configured correctly. You must firstcheck the box "Business project" from a project, or directly create a new business project from themodule "Job costing".

On a project, the "Invoicing type" field allows you to select 3 different invoicing options: No: theproject will not be invoicable, it can never be selected to be invoiced. Time-based: Time spent onthe project will be used for invoicing. Flat rate: the price indicated on the project will be taken backto the invoicing.

For the flat rate invoicing type, a new "invoicing" tab appears below. A product, a unit price, aquantity and a unit must be filled in if this type of invoicing is chosen. The total WT will be the totalinvoiced for this project.

For both types of invoicing (other than non-invoicing), a non-editable check box is displayed to seeif the project has been invoiced and a new "Other billing" tab is displayed. This tab allows you toadd specific items for invoicing.

NOTEEach project is independent in terms of invoicing. That is, if a project contains asubproject that contains a subproject and the invoicing type is flat rate, the threetotals of the three projects will be invoiced. The same goes for past times.

In order to invoice a business project, you have to go to the menu "Invoicing business project".

You have to select a business project and by clicking on the "Automatically fill in" button, thedifferent tables will be filled. All invoicable elements (ie the "to be invoiced" box is checked)attached to the project are automatically taken into account.

By selecting a project/business project, all sub-projects and related tasks are also taken into account.

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Once all the elements to be invoiced on the project/busines project have been generated afterclicking on the "Automatically fill in" button, all you have to do is click on the "Generate Invoice"button to generate the invoice, which will be opened in a new window and attached to the billingassistant.

All projects and tasks processed have their "Invoiced" check box selected.

ConfigurationsThe different options are mainly used to link business projects to orders, and to choose whetherprojects appear on various items. Here are the different options:

• Generate/Select projects for order : this option allows you to select a project on an order as partof the job costing management. The order will be attached to a business project, on which youcan invoice the order lines.

• Automatic project : if this option is enabled, a project will be automatically generated at eachsales order confirmation.

• Project in sale order lines : this option allows you to activate a project tab in the sale order lines,which will allow to select a business project and indicate whether the order line should beinvoiced in the business project. It is therefore an essential option for invoicing order lines in abusiness project.

• Project in purchase order lines : this option allows you to activate a project tab in the purchaseorder lines, which will allow to select a business project and indicate whether the order lineshould be invoiced in the business project. It is therefore an essential option for invoicing orderlines in a business project.

• Project in invoice lines : this option allows you to activate a project tab in the invoice lines,which will link the invoices to the business project.

• Default invoicing products for projects : allow to define a default invoicing product on businessprojects, when these are invoiced on a flat rate basis.

• Show purchase order lines related to the project : by enabling this option, you will display thepurchase order lines attached to a business project, in the "Related elements" tab of a businessproject.

• Show sale order lines related to the project : by enabling this option, you will display the saleorder lines attached to a business project, in the "Related elements" tab of a business project.

• Show expense order lines related to the project : by enabling this option, you will display theexpenses attached to a business project, in the "Related elements" tab of a business project.

• Show production orders related to the project : by enabling this option, you will display theproduction orders attached to a business project, in the "Related elements" tab of a businessproject.

• Show purchase invoice line related to the project : by enabling this option, you will display thepurchase invoice lines attached to a business project, in the "Related elements" tab of a businessproject.

• Show sale invoice line related to the project : by enabling this option, you will display the saleinvoice lines attached to a business project, in the "Related elements" tab of a business project.

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• Enable to invoice timesheet : this option allows invoicing of timesheets in business projects.

• Enable to invoice expense : this option allows invoicing of expenses in business projects.

Invoicing

OverViewThis application is used to manage invoicing. Here you will find your invoices and refunds forcustomers and suppliers. The application allows also to create payment schedules.

The application allows you to manage a large volume, so you can ventilate and validate invoices inmass. Axelor automatically calculates the due dates of your invoices based on the payment termsattached to your customers, and alerts your users of overdue payments. In addition, the non-recoverable passage of invoices allows you to block withdrawals, or to restart the customer forpayment.

From the invoices, you can generate settlements and credit memos.

Reporting allows you to track your financial performance.

Keywords

Ventilation : once an invoice is validated, its ventilation will indicate that the invoice can beprocessed in an accounting manner. Once an invoice has been ventilated, it can no longer becanceled. The ventilation step can be disabled in the options, leaving only the validation step.

MenusInvoicing/ : Invoicing management application.

Invoicing/Cust.invoices/ : Displays customers invoices and allows you to create new ones.

Invoicing/Cust.refunds/ : Displays customers refunds and allows you to create new ones.

Invoicing/Suppl.Invoices/ : Displays suppliers invoices and allows you to create new ones.

Invoicing/Suppl.refunds/ : Displays suppliers refunds and allows you to create new ones.

Invoicing/Payment schedules/ : Payment schedules

Invoicing/Payment schedules/Payment schedules/ : Allows to create payment schedules.

Invoicing/Payment schedules/Payment schedule line/ : Displays all the payment schedule lines.

Invoicing/Reportings/General/ : Reports on invoicing.

Invoicing/Reportings/Sale Invoices/ : Reports on sale invoices.

Invoicing/Reportings/Purchase Invoices/ : Reports on purchase invoices.

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Invoicing/Reportings/Advanced/Turnover/ : Reports on turnover.

Invoicing/Reportings/Advanced/Purchases Invoiced/ : Reports on purchases invoiced.

Features

Invoices generation

Generating invoices from sale orders

The "Generate invoice from sale order" option must be enabled in the configurations of the SupplyChain app. It is then possible to generate an invoice from a sale order in the "Order confirmed"state by clicking on the "Generate Invoice" button.

Generating invoices from purchase orders

From a purchase order in "Validated" status, you can generate a control invoice by clicking on the"Generate control invoice" button.

Generating invoices from customer deliveries/Supplier arrivals.

The option "generate invoice from stock move" must be activated in the configurations of theSupply Chain app.

Once this option is activated, a "generate invoice" button appears on the customer deliveries orsuppliers arrivals in the "Realized" state. The invoice generated in this way will resume all the linesassociated with the movement.

Invoice generation for time spent and expense reports associated with an order

You must first activate invoicing of expenses and timesheets in the general configuration (in the"Sales order configuration" tab). This option will automatically generate a project when youconfirm an order.

From the order, the "Generate invoice" button will ask the user to enter the invoicing type (order,

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time spent, expenses).

Amounts invoiced on sales (overall or per line) tracking

The invoiced amount can be consolidated on the order or detailed on each order lines. You have toactivate the option "manage the invoiced amount per line" in the configurations of the invoicingtab.

Display of all customers invoices lines

From the list of customer or supplier invoices, you can open a new view showing all invoices linesby clicking on the button "See cust. invoices lines" in the "Tools" menu of the taskbar.

Managing invoice sequences

Sequences are configurable in "Config Applicative/General data/Sequences". In the sequence listyou will find by default two sequences "Purchase invoices" and "Sales invoice" which you canconfigure as you want. You can also create new sequences.

In accounting configurations, you can specify the invoice sequences that you want to apply bydefault.

Merge of customer invoices

From the customer invoice list, you can merge invoices by clicking on the button "Merge Cust.Invoices" in the "Tools" menu of the taskbar.

You can then select the invoices with the draft status to merge, then click on the button "Merge intoa single cust. invoice".

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Invoice validation process

Follow-up of the invoice validation process

An invoice generated first passes to the draft status. Then you have to validate it. The process ofvalidation of an invoice can be configured through the management of permissions and rights.

Once the invoice has been validated, it must be ventilated using the "Ventilate" button. Theventilation of an invoice indicates that it will be able to be processed accounting. Once ventilated,the invoice can no longer be canceled.

TIPThe ventilation step can be removed in the accounting options, in which case thevalidation step will indicate that the invoice can be processed in accounting.

Mass validation and ventilation of invoices

From the invoice list view, you can select all invoices that you want to validate or ventilate, thenclick on "Validate selected invoices" or" Ventilate selected invoices "in the "Tools" menu of thetaskbar.

You will be able to validate and ventilate many invoices in a single click.

Several options are available for reconciling the order or receipt with the invoice. Either yougenerate the invoice from the purchase order or the customer delivery and the reconciliation isautomatic.

Either from the invoicing module, from the menu entry "Cust. Invoices", you can create a newcustomer invoice. Per default the option "Manage invoice amount per line" is activated, and youcan then select the desired invoice lines in the invoice, for example if you want to include morethan one customer delivery or purchase order in a single invoice.

You can also choose a sales order at the overall invoice level, without managing this per line.

This option can be desactivated to select only one order per invoice.

The option is in the" Supply Chain "application settings.

If you generate the invoice from the purchase order or supplier arrival, reconciliation is automatic.

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Alternatively, you can create a new supplier invoice from the invoicing module and the menu entry"Suppl. Invoices".

Per default the option "Manage invoice amount per line" is activated, and you can then select thedesired invoice lines in the invoice, for example if you want to include more than one supplierarrival or purchase order in a single invoice.

This option can be deactivated to select only one order per invoice.

The option is in the" Supply Chain "application settings.

Invoices blockings and passing in irrecoverable

Block billing and/or direct debit

It is possible for each partner to make blockings, either on invoicing or on direct debit, onreimbursement or on reminders, which can be configured over a period of time and on a reasonassigned to them.

This is configurable directly in the partner form concerned in the "Blockings" tab.

NOTEYou can also block an invoice on a case-by-case basis on direct debit and reminders(from the "blockings" tab of an invoice)."

Pass an invoice in irrecoverable

The irrecoverable state is managed at the invoice level in the Accounting tab. The you can alsoaccess it from the Accounting module, in the Periodical Processing menu (Shift to irrecoverable).

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Chasing a customer for unpaid invoice

Refunds

Customers and suppliers refunds generation

You can generate a refund directly from an invoice, in the "Accounting" tab (or from the menusCust. refunds or Suppliers refunds).

By clicking on the "Generate refund" button, a customer or supplier refund type invoice is created.The refund thus created is managed like an invoice that you can validate, ventilate … and on whichyou can save payments.

When the refund is ventilated, it will automatically be charged to the original invoice if it is notsettled.

Payment schedule

Establishment of a payment schedule

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Definition of payment terms and taxes and accounts

Define taxes and accounts (taxes, revenues and expenses) according to the partner

You can configure fiscal positions in the financial configurations of the accounting module. Thenyou just have to associate directly on a partner in the Invoicing/Payment tab a given fiscal position.

Define payment terms

The can define payment conditions in the Accounting configurations at the Payment/Paymentconditions level. Then you can fill the payment conditions in the partner form, on theInvoicing/Payment tab.

VAT management for intra EU orders

There are 3 different cases to consider:

1) A sales order for one partner of the EU (excluding your country): In this case an exempt VAT willbe applied instead of the VAT defined on the product. On the invoice, we will see an exempt VATline (amount = 0), and no VAT entry line. It will also be necessary to enter the specific mention ofthis exemption on the tax equivalence of the tax position. It must appear on the invoice printing.

2) A supplier order for one partner of the EU (excluding your country): In this case it is necessary toindicate on the tax equivalence of the tax position of the partner, that it is self-liquidation of VATand to choose the VAT intra-community. EX: Input VAT (P) normal rate and Input Intracom. VAT (P)rate N. On the invoice we will have two lines of tax, the second canceling the first. We will have twolines of accounting entry (the Input VAT to the debit and the Input intracom VAT to the Credit) forthe same amount but on different accounts.

In the case of intra-EU purchase/sale, it is the country of destination that declares the VAT. It is notcharged by the seller. To know the amount of the flow, you need a double set of accounting entries.

3) A customer order without VAT (exemption case granted by the autority for example)

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In this case it is also possible to use a tax position to manage the tax exemption but it will benecessary to indicate on the tax position that it will manage a specific mention by customer, and toinform the authorization of dispensation on the partner.

Subscriptions

Subscriptions invoicing

Multi-currency invoicing management

ConfigurationsIn the configurations of the invoicing application, you will find :

• Consolidate invoice movelines: this option can be activated on accounting journal entries. Itallows you to group the invoice movelines into accounting accounts and analytical axes.

• Skip ventilation : removes the invoice ventilation step to keep only the validation step. Once aninvoice has been validated, it can then be processed in accounting without having to go througha ventilation step. In the configurations of the Supply Chain application, you will find :

• Manage invoiced amount per line: this option allows you to create invoices with invoice linesfrom several orders or selected lines from the same order. The choice is therefore made by lineand not at the global level of the invoice.

• Generate invoice from move stock : this option enables the ability to generate invoices fromstock movements. For example, if this option is enabled, you can generate an invoice from acustomer delivery at the status realized.

• Generate invoice from sale order : when this option is enabled, you can generate invoices fromsales orders.

• Allow timetable invoicing : this option makes it possible to activate the management of thetimetables from the customer quotations/ orders. You can generate invoices by timetable line.

Stocks

OverViewThis application is used to manage stocks and movements of stocks.

Here you will find customer deliveries, supplier arrivals and internal movements. The applicationmanages the backorders, returns and reshipments. Deliveries can also be split. Stock managementis multi-warehouse and tree-like.

The application manages inventories and minimum stock rules. You can also start the MRP(Materials Requirements Planning). Depending on the current stock situation, orders, productionrequirements and forecasts, the requirements calculation will generate purchase and/or productionproposals that you can decide to validate or not.

Axelor also allows you to manage tracking numbers for production, purchase or sale, as well as

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barcodes. In addition, you can decide how you want to recover your inventory (FIFO, LIFO) andmanage warranty and expiration dates by tracking number.

Keywords

MRP : the calculation of materials requirements allows you to generate purchase and/or productionproposals according to the current stock situation, current orders, production requirements andestablished forecasts, which you can decide to validate or not.

Backorder: If the quantities actually dispatched/received differ from the expected quantities, anorder of the backorder type will be automatically generated when the stock movement is carriedout.

FIFO : This is a stock management rule that consists of picking goods from stock in chronologicalorder of arrival.

LIFO : This is a stock management rule that consists of picking the goods from stock that arrivedlast.

Stock rule : allows you to define specific stock management rules, allowing you to automaticallygenerate alerts, purchase orders or production orders when a minimum stock quantity is reached.

MenusStock management/ : Stocks management application.

Stock management/Customer Deliveries/ : Displays all scheduled, ongoing and completedcustomer deliveries. And allows to plan new deliveries.

Stock management/Supplier Arrivals/ : Displays all scheduled, ongoing and completed supplierarrivals. And allows to plan new arrivals.

Stock management/Internal Stock Moves/ : Displays all scheduled, ongoing and completedinternal stock moves. And allows to plan new moves.

Stock management/Tracking number search/ : Allows searching by tracking number productsand their stock location.

Stock management/Forecasts/ : Forecasts of the different stock moves.

Stock management/Forecasts/Production needs/ : Forecasts of stock moves concerningproduction needs (moves whose location of destination is the location of production).

Stock management/Forecasts/Production forecasts/ : Forecasts of forecast productionmovements of production (movements whose source location is the production location).

Stock management/Forecasts/Supplier deliveries/ : Forecasts of supplier deliveries.

Stock management/Forecasts/Supplier returns/ : Forecasts of supplier returns.

Stock management/Forecasts/Customer deliveries/ : Forecasts of customer deliveries.

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Stock management/Forecasts/Customer returns/ : Forecasts of customer returns.

Stock management/Inventories/ : Allows inventories by stock locations.

Stock management/Stock Moves Lines/ : Displays all stock moves lines.

Stock management/Stock availability/ : Allows to know the availability of the products in stock ona stock location for a chosen period.

Stock management/Mass Suppl.Stock Move Invoicing/ : Allows mass invoicing of several supplierarrivals.

Stock management/Mass Cust.Stock Move Invoicing/ : Allows mass invoicing of several customerdeliveries.

Stock management/Product & Services/ : Displays all products and services.

Stock management/Logistical forms/ : Allows to create logistical forms.

Stock management/MRP/ : MRP (Material requirements planning) menu.

Stock management/MRP/Calculation/ : Starts a MRP calculation on a selected stock/productionlocation.

Stock management/MRP/Forecasts/ : Allows you to create stock moves forecasts that will be takeninto account in the MRP calculation.

Stock management/MRP/Configuration/MRP move types/ : Allows to create MRP move types thatwill be displayed in the MRP calculation results.

Stock management/Reportings/General/ : General reports of the stock management application.

Stock management/Reportings/Deliveries/ : Reports on customer deliveries.

Stock management/Configuration/ : Stock management application configurations.

Stock management/Configuration/Incoterms/ : Allows to manage incoterms.

Stock management/Configuration/Stock Locations/ : Displays the different stock locations andallows you to create new ones.

Stock management/Configuration/Stock rules/ : Create stock management rules. These rules willmake it possible to manage the replenishments, by deciding for example from what quantities theytrigger themselves, and in what way.

Stock management/Configuration/Tracking Numbers/ : Displays all tracking numbers.

Stock management/Configuration/Freight carrier/ : Displays the different freight carriers usedand allows to create new ones.

Stock management/Configuration/Freight carrier mode/ : Displays the different freight carriersmodes used and allows to create new ones.

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Stock management/Configuration/Shipment mode/ : Displays the different delivery modes usedand allows to create new ones.

Stock management/Configuration/Tracking number configuration/ : Allows to configuretracking numbers.

Stock management/Configuration/Custom code nomenclature/ : Displays the custom codenomenclature.

Stock management/Configuration/Cancel reason/ : Allows you to create cancellation reasons fordeliveries.

Features

Stock management

Consultation of the stock level

The stock level can be viewed in several ways.

You can view the current and future stock levels (calculated according to current sales andpurchases orders) of a product from its record in the top right-hand corner of the screen.

Another way is to visualize it by stock location. The stock locations can be viewed in theConfigurations/Stock locations menus. On the record of each storage location, you will be able to seethe inventory situation of that storage location, by product.

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With the menu item "Product Availability", you can also have a stock level report for a certainperiod of time on a certain stock storage location. Once the choosed products have been selected,you must click on the "Launch" button in the taskbar to start the search.

A new tab will open showing for each selected product the minimum quantity of stock over theperiod and the maximum quantity.

Stock valuation methods

Definition of stock rules

The stock level is managed in the Configuration/Minimum stock rules.This management is done byproduct and location.When the minimum quantity is reached, the quantity to order again isautomatically generated according to the selected replenishment mode.

The mode of supply of a product can be configured in the product form, in the Stock tab,"Procurement method" field.

The method of supply that is indicated on the stock rule is the one that will be taken into account

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when calculating the needs, thus making it possible to generate for a product proposals of purchaseor manufacture.

You can add new minimum stock rules and view the existing ones in Stocks / Configurations / StockRules.

The stock type (Current and Future) has an effect on the calculation of the stock:

• Current: future customer/supplier orders are not taken into account.

• Future: future customer/supplier orders are taken into account.

Initialize the initial stock of products

The easiest way to initialize the stock of products is to perform an inventory.

Once you select the products whose stock you want to initialize, you start your inventory and at thein progress status, you enter the real quantities of your products, and your stocks will be updatedaccording to the real quantities indicated once you have validated your inventory.

Stock movements

Manage inventory inflows and outflows

Inventory management has a double entry: everything is done by movements, from stock A to stockB. External stock movements are managed from "customer deliveries" (BL) or "supplier receipts"(BR).

Reshipment of a product to a supplier

To return a product to a supplier, you must use the "Generate reversion" button from the supplierarrival.

Automated management of backorders

If the quantities actually dispatched/received differ from the expected quantities, a backorder willautomatically be generated (setting) when the stock movement is carried out.

If the real quantities on a customer delivery line are less than the expected quantities, when thestock movement is carried out, a backorder customer delivery will be generated automatically.

Deliveries

Automatic generation of customer delivery and supplier arrival from customer and supplierpurchase orders

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From the supply chain configurations, you can activate the option to generate customer deliveriesand supplier arrivals automatically, which automatically generate the delivery and supplierarrivals when a customer or supplier order is validated.

Management of partial deliveries

It is possible to split all stock movements (internal, delivery and arrival) that are in the plannedstatus. By clicking on the "Split into 2" button, it is possible to cut out a stock move in two separatemovements by choosing the lines of the first movement.

For example, if on a customer delivery you have a line of the stock movement with 2 quantities of aproduct that you want to split into 2 separate movements, by clicking on "Split in 2", a windowopens and you must then choose the line to split and indicate 1 in the column "Expected quantity".

A new customer delivery will be created with a stock movement of 1 for this line, and on youroriginal customer delivery the expected quantity will be 1 also.

NOTEFor a finer split, it is possible to use the "Split by unit" or "Special split" buttonsbeforehand, which allow to cut inside the same movement a line of move in severallines.

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Management of returns and replenishment

If you want to schedule a return, you must from the customer delivery related click on the button"Generate reversion". A new incoming type stock movement will then be generated at the plannedstatus.

Once returned products, you can move the movement to the status realized through thecorresponding button.

All your current returns are visible in the Forecasts/Customers Returns menu.

Visualization of the delivery route

On a customer delivery, you can view the delivery route by clicking the "View route" button.

Arrivals

Supplier arrivals management

From a supplier order, you can generate a supplier arrival, automatically or manually ("Generatesupplier arrival" button). Supplier arrivals are visible in the "Supplier arrivals" menu. Theyacknowledges all information relating to the receipt of the products. Once the products have beenreceived, you must confirm the stock movement by clicking the "Completed" button.

Partial supplier arrivals management

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It is possible to split all stock movements (internal, delivery and arrival) that are in the plannedstatus. By clicking on the "Split into 2" button, it is possible to cut out a stock move in two separatemovements by choosing the lines of the first movement.

It is also possible to automatically generate a supplier arrival backorder simply by indicating thequantities received on the supplier arrival. If these are different from the quantities provided andthe "manage backorder" box is activated, then a supplier arrival for the remaining quantities willbe generated during the realization.

Warehouse management

Creation of a warehouse

The warehouse is defined in the Configurations/Stock locationq menu, and you can define as manyof desired locations. The type of location allow to define if :

• the stock is internal,

• the stock is external (customer, supplier),

• the stock is virtual.

You can choose a default location, set automatically in business rules. Initially, when a stock iscreated, it is entered into a virtual stock and transferred to a physical stock. Virtual stocks have thepotential to have a negative stock.

Management of stock movements between warehouses

Stock management has a double entry: everything is done by movements, from stock A to stock B.External stock movements are managed from "customer deliveries" (BL) or "supplier receipts" (BR).The management of internal stock movements is managed from the Internal Stock Movementsmenu by selecting the type "Internal".

Choice of recovery mode in stock (FIFO, LIFO)

Allows you to choose how you want to retrieve goods in stock:

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FIFO is a stock management rule that consists of picking goods from stock in chronological order ofarrival.

LIFO is a stock management rule that consists of picking the goods from stock that arrived last.

Inventories

Inventories management

Inventory creation can be done from the "Inventories" menu or from the stock location (in theconfigurations) in which you want to perform the inventory. By clicking directly on the button "Fillinventory", you have access to all the inventory of the location (visible in the inventory lines).

You can also select a particular category or product family on which to make the inventory, excludeproducts without stock, and include obsolete products. You must then plan the inventory.

In principle, if you have a too big quantity, we balance stock inventory to the real stock. It creates aline from the inventory to the real stock with a positive movement. If a product is missing, webalance the real stock to the inventory. This automatically creates an internal movement from theinventory to the real stock with a negative amount.

The real quantities are entered to the "in progress" stage of the inventory. Once the inventory isvalidated, the quantities in stock are updated according to the real quantities indicated during theinventory.

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MRP

Launching a MRP calculation

The calculation of the requirements starts from the "MRP" menu. You must choose the stocklocation to perform the calculation and a period end date. You can then choose to apply filters tothe calculation, selecting only certain products, product families, orders … Once you have selectedthe elements on which you want to perform the calculation, you must launch it by clicking on the"Run Calculation" button in the taskbar.

Launching replenishments from the MRP calculation

Once MRP is generated, replenishment proposals are generated (using the default productreplenishment method).

If the selected refill type is purchase order, the requirement calculation will generate purchaseproposals. If it is manufacturing order, the system will generate proposal of production. And if youselect alert, no proposal will be generated but alerts will be created in case of insufficient stock.

You can generate all replenishment proposals from the "generate all proposals" button orindividually by clicking on each proposal.

Consolidation of proposals by periods

Exclusion of a product from the MRP calculation

The exclusion is made in the product sheet, in the Stock tab, by checking the "Exclude from MRP"box.

Traceability

Tracking numbers management

You can configure tracking number sequences, in the application config, at the general data level, inthe "Sequences" menu. Select the relevant document (stock mvt).

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Tracking numbers are managed in configuration/tracking numbers to define the sequence. Fromthe product form, in the Tracking Number tab, the management is done for purchase, productionand sale.

Serial numbers management

By activating the option in the base configurations (Application Config/Apps Management/Base),you can activate the option" Generate a sequence for products ".

You can then create sequences for the product numbers. Sequences are created from theApplication Configuration/General Data/Sequences menus. In the "Document concerned" field, youmust select the document "Product" and then configure the sequence as you wish.

Each time new products are created, the sequence will be applied to the product number.

Tracking number search

The "Tracking number search" menu allows you to search for products by their tracking number.

You can first manually enter a tracking number in the corresponding field, and filter the search fora particular product.

The table shows all the stock movements, stock locations, and manufacturing orders that show thetracking number. You can also filter your search only on one of these objects, ie only on stocklocations, on stock movements or on manufacturing orders.

Invoicing

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Mass supplier and customer stock move invoicing

From the "Mass Suppli./Cust stock move invoicing" menus, you can invoice multiple supplier orcustomer stock moves. Once you have selected the ones to be invoiced, you can by clicking on thecorresponding buttons choose to generate a single invoice or generate an individual invoice foreach supplier/customer stock move.

ConfigurationsStock configurations by company are available in Application Config/Application Management. Youmust click on "Configure" at the level of the stock management application, then double click on theline of the company whose stocks you want to configure.

In the stock configurations per company, you can:

• Define virtual stock locations.

• Define the default weight unit for customs.

• Logistical forms - realize stock moves upon parcel/pallet collection: if this option is activated,when a logistic form goes to the collected status, the customer delivery automatically changes tothe status "Realized".

• Customer account number to carriers: allows you to enter your customer number to thecarriers companies.

• Send an email on stock move realization : automatic sending of an email when making a stockmove. You can choose the message template that will be sent.

Other configurations related to the stock application can be found in the Supply Chain application

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configurations. They allow you to manage several parameters.

• Customer deliveries management : allows to activate the management of the customerdeliveries. You will be able to generate customer deliveries from sales orders and stockmanagement.

• Generate customer deliveries automatically : Automatic generation of customer deliveries whenan order is confirmed.

• Supplier arrivals management : allows to activate the management of the supplier arrivals. Youwill be able to generate supplier arrivals from purchase orders and stock management.

• Generate supplier arrivals automatically : Automatic generation of supplier arrivals when anorder is confirmed.

• Terminate sale order on delivery : when this option is activated, the sales orders automaticallychange to the "Finished" status when the deliveries for these orders have been made (when thecustomer delivery change to the "Realized" status).

• Terminate purchase order on receipt : when this option is activated, the purchase ordersautomatically change to the "Finished" status when the receipt for these orders have been made(when the supplier arrival change to the "Realized" status).

• Check stocks in a sale order : if you activate this option, when you fill out a quotation/sale orderline, the stocks are checked at the validation of the line. If the quantity in stock is insufficient, awarning message appears.

• Manage stock reservation : if this option is activated, you will be able to reserve the quantity ofproducts you want on the quotations/sale orders lines. Quantities will be considered as reservedin stock. Once the order is confirmed, you will be able to modify the reserved quantities on thesale order lines.

About Supply Chain configurations by company, they define whether you want to trigger deliveryand receipt movements for storable and non-storable products. For example, you do not necessarily

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need to generate a delivery note for a non-storable product of the service type, so you can leave the"Generate out.moves for non-storable products?" box unchecked.

Manufacturing

OverViewThis application helps to manage the production.

You will find here the creation and management of BOMs, production processes and work centers.BOMs have an unlimited tree. You will be able to create your production orders, manufacturingorders and plan your production.

The application manages finite and infinite capacity planning.

The production application works with the stocks management application. Needs Calculationallows you to generate production orders by taking into account current stock status, forecasts, andcurrent and future orders. Component reservation and future stock planning are done at theplanning of the manufacturing order, and the use of the components and the stock movementscorresponding to the finished products and the rejects, to the realization of the manufacturingorder .

The management of tracking numbers is possible from the production stage, and is managedmanually or automatically.

Keywords

Bill of material: in production, the bill of material is the document that describes the list of all theingredients or components used in the composition of a product, as well as the necessary quantitiesof each component to obtain 1 unit of the product. The structure of a bill of material can be morecomplex when its composition groups together different levels of semi-finished products which caneach be described by a particular sub-bill of material.

Production process : a production process describes all the operations necessary for themanufacture of products (finished or semi-finished). Each operation in a production process isassociated with a work center.

Work center : A work center may consist of machinery, human resources or both. The averageduration of operations and the costs are indicated.

Production order: a production order allows the grouping of several production orders.

MRP : the calculation of materials requirements allows you to generate purchase and/or productionproposals according to the current stock situation, current orders, production requirements andestablished forecasts, which you can decide to validate or not.

Waste : The production process can generate residual products, which are considered wastes. Youhave the possibility to take into account these wastes, to thus generate at the end of the productionan exit stock movement of the wastes.

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MenusProduction/ : Manufacturing management application.

Production/Bills of materials/ : Displays the bills of materials and allows to create new ones.

Production/Production processes/ : Displays the production processes and allows to create newones.

Production/Production orders/ : Displays production orders and allows to create new ones. Aproduction order can group several manufacturing orders.

Production/Manufacturing orders/ : Displays manufacturing orders and allows to create newones.

Production/Operation orders/ : Displays all operations orders, regardless of their status.

Production/Planned operations/ : Displays the planning of scheduled operations.

Production/Real operations/ : Displays the planning with the real dates at which the productionoperations were performed.

Production/Charge by machine/ : Displays the predictive charges per machine graphically.

Production/Reports/

Production/Reports/Manufacturing/ : Reports on manufacturing on a global point of view.

Production/Reports/User/ : Reports on production by user.

Production/Configurations / : Manufacturing application configurations.

Production/Configurations /Work centers/ : Displays the different resources needed forproduction (workstations types Man and machine) and allows to create new ones.

Production/Configurations /Machines/ : Displays the machines used during production and allowsyou to create new ones and configure them.

Production/Configurations /Cost sheet groups/ : Allows to create cost sheet groups(manufacturing costs, indirect costs…).

Production/Configurations /Configurators/ : Menu on configurators.

Production/Configurations /Configurators/Configurator creators/ : Displays and definesconfigurator templates.

Production/Configurations /Configurators/Configurators/ : Displays the generated configuratorsand gives the possibility to create them manually.

Production/Configurations /Configurators/Configurator BOM/ : Displays the bills of materialsconfigurators

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Production/Configurations /Configurators/Configurator production process/ : Displays theproduction processes configurators

Production/Configurations /Configurators/Configurator phase/ : Displays the phasesconfigurators

Features

Products

Configuring a product for production

In a product record, the default supply mode must be set to "Produce". In the tab "Productioninformation", you can specify the default BOM of the product and its cost sheet group.

Bills of material

Creation of a bill of material (BOM)

The product bill of material is defined from the "Bills of materials" menu by associating it with aproduction process and a list of components. You can integrate unlimited cascade bills of materials,a sub-product used to manufacture the main product can have its own bill of material.

In the "components" tab, you choose a product. If it is not a raw material, you have to uncheck theraw material box, and you can add components to create this product, as well as components to thesubcomponents, thus creating an infinite tree. If a product is defined as a raw material, this productcan not include a bill of material.

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NOTEIt is possible to create versions from a bill of material to retrieve the list ofcomponents from the parent bill of material.

You must first enable the "Manage bill of material versions" option in the configurations. It is alsopossible to archive a bill of material : the archived one allows to preserve the history to ensure afollow-up.

BOM management by product model

It is possible to create versions from a BOM to retrieve the component list of the "parent BOM". Theoption "Manage bill of material versions" must be activated beforehand in the manufacturing appconfigurations.

It is also possible to archive a BOM: the archived one is used to keep the history in order to ensure afollow-up later.

Unlimited BOM tree structure

The BOM tree structure is unlimited. You can associate components with subcomponents withoutany limits.

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Order BOM customization wizard for custom products

Production process

Creation of a production process

The production process is defined in the "Production process" menu by associating it with adesignation and a location. It is possible to assign a product to a production process.

Phases management (if the box "Managed consumed products on phases?" is checked) allowssupplying of the next phase only when the previous phase is completed.

Creation of a production process operation

A production process is made up of several phases. The phases are created from the "Phases" tab ofa production process. One phase is associated with a work center, and you can indicate if this phaseis outsourced .

You must specify a priority for each phase, which will indicate the order of the different phases. Forexample, a phase with a priority of 10 will occur before a phase having a priority of 20. If twophases occur at the same time, they will have the same priority.

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Work centers

Creation of a work center

The work centers are defined in the "Work centers" menu of the configurations. The work centerallows to declare human and/or machines or even replacement machines, to which are associatedcosts and durations.

In terms of human resources, employee profiles can be defined (for example, the profile"specialized technician" or employees in particular). Employee profiles are created in the "Services"(referential). This is an "Activity" service (checkbox).

The machines are created in the "Machines" tab in configuration. The machine’s capacities areadjustable, as are the associated costs. The availability in terms of planning are configurable, aswell as the starting times, time between 2 cycles and closing time.

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Management of replacement work centers

On a production process, you can specify a replacement machine in case a machine fails or shouldbe stopped in the "Replacement Machines" tab.

Monitoring of machine load evolution

You can follow the progress of the charge of a machine through the menu of the same name,whether by hour or by day.

Production management

Creation of a production order

You must have previously activated the option" Production order management" in theconfigurations of the Manufacturing application. A manufacturing order is created from thecorresponding menu and can group together several production orders.

With the "Manufacturing orders" panel, you can directly create new manufacturing orders byentering a product, BOM, start date and clicking on the "Manufacturing order" button.

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The production operations are displayed below.

You can also generate a production order from a sales order with the status "Order confirmed". Byselecting the option "Generate Production Orders Automatically" in the application configurations,production orders can be generated automatically when the order is confirmed.

It is also possible to create a production order from a product record, tab "Production information".Finally, in the stock application, MRP can offer you the option of generating production orders.

Creation of a manufacturing order

Manufacturing orders can be created from a production order or directly from the menu entry"Manufacturing orders ". You will first have to choose a BOM, which will automatically fill theproduction process and the associated product.

The "Manage consumed products on operations" option will allow you to carry out each stockmovement (for example from the warehouse to the production site) at the beginning of each phase.

If this box is unchecked, all stock movements required for production are carried out on theproduction start date. If the production is outsourced, you must check the box "Outsourcing".

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Production planning

Production planning is done from manufacturing orders. In draft status, the "Plan" button is used toplan production.

You must first select the start date and time of the production in the tab "Dates". The end date willautomatically be calculated based on the duration of each operation orders once you have plannedthe production.

It is also possible to plan each operation separately, by clicking on the "calendar" icon on each lineof the manufacturing order. All planned operation orders are then visible on the planned operationcalendar and in the "Operations orders" menu.

Stocks management for production

Launch of manufacturing orders

Manufacturing orders can be started once they are in the planned status with the "Start" button.

It is also possible to plan each operation separately, by clicking on the "calendar" icon on each lineof the manufacturing order. You can also launch it from the list view of the manufacturing orders.

NOTEYou can also start production operations separately from the manufacturing orderor from the list view of the "Operations orders" menu.

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Consumption

Management of the quantities and products consumed and produced after launching amanufacturing order.

In the tab "Consumed products" of the manufacturing order, it is possible to change the quantitiesof the products, line by line. It is also possible to add and delete lines.

In the "Finished products" tab, it is possible to modify the quantities of products manufactured, lineby line. It is also possible to add and delete lines.

Waste management

Once a manufacturing order is in the status "Finished", in the tab "Finished products", you canmanage the waste.

You can manually add waste products by clicking on "New" in edit mode. If in the BOM used areshown residual products, they will automatically be in the waste list at the end of production.

Residual products management

In a BOM, in the "Residual products" tab, you can add a list of residual products. They will thenappear automatically at the end of the production in the waste list (in the tab "Finished products").

The "Manage residual products on BOM" option must have been activated beforehand in theconfigurations of the Manufacturing app.

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Costs management

Cost group creation

Cost groups are created from the "Cost Groups" menu.

A cost group points to a cost type. There are 3 types of costs: - Direct material: direct cost whichconcerns the raw materials necessary for the production. - Direct manufacturing : direct cost whichconcerns the production itself. - Indirect: indirect cost that we want to pass on to the cost ofproduction.

Establishing a cost sheet

The cost sheet is accessible from the bill of material and allows you to obtain a detailed of the costcenters (by work centers or production process and by product).

This is created when the cost estimate is started (tab "cost", click on the button "Compute costprice").

Cost price management

The cost estimate is made from the BOM (tab "Cost": it is created for the first time when the cost

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estimate is launched). The cost price is calculated automatically, taking into account the purchasecost of the various products required for production, as well as the costs of each production phase.

It is possible to update the cost price at any time by clicking on the corresponding button.

Management and invoicing of manufacturing orders for a business project

The "Manage business production" option must be activated beforehand in the applicationconfigurations. You can then attach manufacturing orders to business projects/projects.

You will then have to check the "To invoice" box on the manufacturing orders attached to theproduction order so that you can invoice the production.

The invoicing of business project is explained in the documentation section of the "Job costing"application.

This option also allows you to impute a user’s timesheets on manufacturing orders. On theemployee form, in the tab "Timesheets", there is the field "Timesheet imputed on", and you canselect "Timesheets imputed on manufacturing order".

This user will thus be able to select manufacturing orders and operation orders and indicate thetime spent on each order and operation on his timesheets.

Outsourcing management

In the production process, you must check the "Outsourcing" box in the header if all phases areoutsourced. If only certain phases are outsourced, check the "Outsourcing" box only on the phasesthat will be outsourced.

When the manufacturing order is created, the "Outsourcing" box will then be checkedautomatically if the selected production process indicates that the production or part of theproduction will be outsourced.

Calculation of production needs

The start of a requirements calculation is used to calculate the production requirements accordingto current or future orders and production forecasts.

Once the calculation is completed, manufacturing order proposals will be generated and you canthen decide whether or not to validate them. You can find more details in the documentation of the"Stocks" application.

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Creation of a configurator model

Creating a configurator model consists of defining a new dynamic product that will evolveaccording to different attributes you choose.

Creating a template is therefore reserved for the person who will configure the software.

Creation of model attributs

First, you have to choose a name for the generated product and then add each attribute one afterthe other. The creation of an attribute allows you to specify many parameters, such as the type ofthe field, its default value, to hide it or make it editable under certain conditions.

This attribute can also be a link to other objects. You can also specify an action that will be executedwhen the attribute is changed. There is a limitation of the framework that requires you to give aunique name for all models to attributes.

It is therefore advisable to name the attributes according to a model similar to[name of theconfigurator model]_[name of the attribute].

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Creation of model formulas

Once you have defined the name of the model and its attributes, you need to determine how itsattributes affect the fields of the object Product to be generated. For this purpose, we have access toobjects "Fields calculated on the configurator" are available. All the fields of a Product areaccessible, and the values of these fields are determined using a script.

The values of the attributes defined above can be used in the script. A more complete syntax is alsoavailable, to obtain the current date, the user in the process of editing, the current company andmodule configurations, or even directly create database queries.

A formula must be created for the "code" field, and one for the "name" field of the product.

Indeed, these fields are required for product generation. Finally, it is necessary to specify whichproduct fields will be displayed during configurator editing, the other fields only being used togenerate the product.

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Creation of a configurator

After completing the configuration of a model and activating it, a configurator can be generated.This configurator displays the defined attributes and product fields that are supposed to bedisplayed.

With each value change on the attributes, the product fields are updated. After selecting values forthe configurator, the product can be generated using the corresponding button. The configuratoralso contains a BOM configurator.

Creation of a BOM configurator

The BOM configurator is linked to a configurator. It allows you to define a BOM using formulasbased on the attributes of the configurator.

After creating this BOM configurator, it can be linked to the configurator and generated a BOMdynamically.

To define the production process, you can choose an existing task production process, write aformula or use a production process configurator.

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Creation of a production process configurator

The production process configurator consists almost exclusively of a list of production processoperation configurators.

Creation of a production process operation

The operation configurator is linked to the production process. Still based on attributes, it ispossible to calculate certain fields of an operation to have a partially dynamic operation, which will

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be generated from the configurator.

ConfigurationsIn the production application configurations, you will find:

• Production Order Management: allows you to activate production order management fromsales orders. You can also choose to automate this process with the "Generate production ordersautomatically" option. As soon as an order for the production of a product is confirmed, aproduction order will be generated automatically.

• Enable production configurator: Activates the BOM, production process and phaseconfigurators.

Bill of material : - You can enable BOM versioning and keep a history of each version. - Themanagement of the residual products on the BOM makes it possible to indicate on each BOM theresidual products generated by the production. - Define the number of decimals for the quantitieson the BOM.

Production process : - Manage production process versions : allows you to activate the productionprocess version management and thus keep a history.

• Manage business production : allows to manage the production within the framework of abusiness project. You can associate production and manufacturing orders with business projectsand invoice them.

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• Enable timesheets on manuf order : this option enables the ability to impute user timesheets onmanufacturing orders. On the form used, in the tab "Timesheets", there is the field "Timesheetsimputed on", and you can select "Timesheets imputed on manufacturing order". This user willthus be able to select manufacturing orders, manufacturing operations and indicate the timespent on each order and manufacturing operation on his timesheets.

• Default work center product : this option makes it possible to define a product by default in thecosting settings of the work centers.

Cost sheets: - Cost group for product - Cost group for work center - Cycle unit - Subtract the productsresiduals cost on the cost sheet.

Barcode type: define the type of barcode Production configurations by company allow the "Stockmove realize order select". That is to say, choose whether the stock moves of the products neededfor production are made at the start of production or at the end.

The configurations of the stocks application will allow you to define the virtual production locationand waste location.

Fleet

OverviewThis app helps manage vehicles in your fleet.

You can create new vehicles, assign them to employees, and manage the different states of thevehicle during its life cycle and keep a history of all the elements.

The application allows you to manage vehicle location contracts, track maintenance and fuelconsumption.

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Key words

Service log : allows to follow the maintenance of a vehicle by noting each intervention,maintenance done…etc.

Vehicle Costs : Allocates all costs associated with a vehicle.

Fuel Consumption : allows you to record the fuel consumption of each vehicle by noting eachcompleted fuel. Vehicle odometer : tracks the mileage of each vehicle, which must be updatedregularly by drivers. You can schedule revisions based on vehicle mileage.

MenusFleet/ : Fleet management application.

Fleet/Vehicle/ : Create new vehicles and list all vehicles in the fleet.

Fleet/Vehicle models/ : Allows you to create vehicle models.

Fleet/Vehicle contracts/ : Allows creating vehicle related contracts.

Fleet/Vehicle fuel log/ : Used to record the fuel consumption of each vehicle by noting each fulldone.

Fleet/Vehicle service log/ : Helps to monitor the maintenance of a vehicle by noting eachintervention, maintenance performed.

Fleet/Vehicle cost/ : Create costs associated with each vehicle.

Fleet/Configurations/ : Configurations.

Fleet/Configurations/Vehicle makes/ : Allows to create vehicle makes.

Fleet/Configurations/Vehicle odometer/ : Allows to create vehicle odometers.

Fleet/Configurations/Vehicle service type/ : Allows you to create service types on vehicles.

Fleet/Configurations/Vehicle states/ : Allows you to create states for vehicles.

Fleet/Configurations/Vehicle tags/ : Allows to create tags for vehicles.

Features

Vehicles

Vehicle model creation

You need to start by creating vehicle models from the "Vehicle Models" "menu.

A vehicle model consists of a make and a model name (for example BMW - series 1, Audi - A3,Peugeot - 308 …). You can create vehicle makes in configurations.

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On each model of vehicle you also have the possibility to add the supplier (s) of this vehicle.

Vehicle creation

Once your models are created, you can start creating vehicles.

On the vehicle form, you must first select a model and then enter the license plate. This is theelement that will be unique to each vehicle and will differentiate them in the system.

If it is a company car, you must select the employee who will benefit from it in the "Driver" field, aswell as the company and location in the case of the multi-company or if you have severalsubsidiaries. Other elements concerning the vehicle are also to be filled.

You also have the option to indicate the condition of the vehicle, and create tags to better categorizevehicles.

On each form of a vehicle, you also have access to several items that you can view or create directly.

All mileage (odometer) records for a vehicle appear here, as well as services performed on thevehicle (such as maintenance), leases and vehicle costs.

Contracts

Creation of vehicle contracts

From the "Vehicle contract" menu, you can create contracts of different types.

Each contract is linked to a vehicle. You can create contracts of 3 types: - Insurance - Leasing -

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Repairing

Different fields are then used to detail the terms of the contract.

You also have access to two tabs: - The tab "Included services" will allow to detail the servicesincluded in the contract. - The tab "Terms and conditions" allows you to note the general conditionsof the contract for easy access.

When creating the contract is in draft status, you can modify this by clicking on the status of yourchoice in the navigation bar "Status" at the top.

Vehicle life cycle

Fuel consumption

From the "Vehicle fuel log" menu, employees can record all their fuel consumption each time theyrefuel, indicating the vehicle, its mileage (odometer), as well as all the information about the fuelbeing filled.

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Vehicle odometer

From the configurations and menu "Vehicle odometer", employees can periodically record themileage of their vehicles and a mileage record is also taken when recording fuel consumption andon the vehicle service log.

Having up-to-date vehicle mileage is important because it will allow scheduling maintenance, andthis information is also useful when the vehicle is rented and/or leased. Indeed, these contractsoften end after a certain number of years or when a certain mileage is reached.

Vehicle service log

The vehicle service log will help create services performed on a vehicle.

For example, if a vehicle has been taken to the garage for service, you will create a new service logfrom the corresponding menu.

You will have to indicate the mileage of the vehicle, the buyer and other information like the date,the reference of the invoice … Then in the tab "Services" you can detail what has been done on thevehicle indicating a type of service and a cost.

On the record of a vehicle, in the tab "Services", you will find all this information and all theservices that have been performed or are related to this vehicle.

Costs

You can also enter all the costs made on a vehicle, without going into the detail of the vehicleservice log. For example, if you bought 4 tires for a car, you can enter this purchase in the menu"Vehicle costs".

The costs are related to a vehicle, so you will find all these costs on the record of the vehicle.

ConfigurationsNo configuration required for this application.

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Helpdesk

OverviewThis application will help manage helpdesk.

You will be able to open tickets, assign them to users and follow their evolution.

Axelor also manages the service-level agreement (SLA) by allowing you to define your ownapplication rules according to certain criteria.

Key words

SLA: The service-level agreement (SLA) is used to define the quality of service by setting indicatorson the maximum time for resolution of a ticket, or the transition to a certain stage in a certain time.This is an option. If enabled, your teams will be alerted of which metrics to follow, and you willhave access to detailed reports to help you understand how your SLAs are performing and yourlevel of service.

MenusHelpdesk/ : Application for helpdesk management.

Helpdesk/Current tickets/ : Displays all current tickets.

Helpdesk/My tickets/ : Displays all tickets for the active user.

Helpdesk/My team tickets/ : Displays all tickets for the active user’s team.

Helpdesk/Not assigned tickets/ : Displays all unassigned tickets.

Helpdesk/Late tickets/ : Displays all late tickets.

Helpdesk/All tickets/ : Displays all tickets.

Helpdesk/Reportings/ : Displays all reports.

Helpdesk/Reportings/Ticket/ : Dashboards for tickets.

Helpdesk/Reportings/SLA/ : Dashboards for tickets subject to SLA rules.

Helpdesk/Configurations/ : Configurations of application.

Helpdesk/Configurations/SLA policies/ : Allows you to configure SLA policies.

Helpdesk/Configurations/Ticket types/ : Allows you to create ticket types.

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Features

Tickets

Creation of tickets

You can create new tickets from all sub-menus of the application (except from reportings andconfigurations) by clicking + from the list views.

You must first give the ticket a name in the "Subject" field. The ticket number will be automaticallygenerated when the ticket is saved according to a defined sequence. Sequences are configured inthe Application Config / General Data / Sequences.

You can then select a customer (and an associated contact), or a lead that is at the origin of thecreation of the ticket or concerned by it.

A ticket must be assigned to a person, or be directly supported by the ticket creator by clicking onthe "Assign to me" button. You can also select a manager to supervise the ticket.

The default start date and time is when the ticket was created. It can be modified. The end date willbe updated when the ticket is resolved. You can also specify a due date for this ticket.

In the "Attributes" panel, you can choose a ticket type (the types are to be created from theconfigurations) and a priority.

Tickets follow-up

When you create a ticket, it is in the status "New". By clicking on the "Start" button, the ticket goes tothe in progress status.

You can indicate at any time the percentage of progress of the ticket thanks to the correspondingfield in the "Attributes" panel.

The various menus of the application then allow you to easily follow the evolution of the tickets.You have a menu filtering the current tickets, another filtering tickets that have not yet beenassigned.

The "Late Tickets" menu filters tickets whose due date has been exceeded.

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Once the ticket is resolved, you must click on the "Resolve" button. You then have the option to closethe ticket, you will not be able to modify it anymore and will be considered closed permanently.

SLA

Creation and management of SLA

You can set quality indicators for the progress and resolution of your tickets.

You must first enable the "SLA" option in the configurations of the helpdesk application.

Then from the Configuration/SLA policies menu, you create your SLA policies.

Once a name is given to the policy, you must define the elements on which the policy will apply. Youcan define that the quality policy only applies for a certain team, a certain type of ticket or aminimum priority. For example, you can decide that the SLA policy only applies to tickets that havea high priority.

Then you have to set the goals. You can then indicate that the ticket must reach a certain status orbe resolved before a certain number of days or hours to meet your quality criteria. The "WorkingDays" box must be checked if only the working days must be included in the calculation.

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NOTE In the reportings menu, you have access to dashboards for tickets affected by SLAs.

ConfigurationsFrom Application Config, Apps Management, if you click "Configure" in the Helpdesk application,you have access to the configurations that enable SLAs.

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