new features & functionality · 2020. 1. 3. · new features & functionality (outline) this...

EBS Version 4.0.26.1

Entersoft Business Suite® | Entersoft CRM®

New Features & Functionality


Page: 2 / 31

Contents

New Features & Functionality (Outline) ______________________________________________________ 4

1. Entersoft ERP ______________________________________________________________________ 5

1.1 MPS (Master Production Schedule) & MRP (Material Requirements Planning) ............................................... 5

1.2 Periodic VAT Return ................................................................................................................................. 6

Declaration administration ................................................................................................................................................... 6 1.2.1

Declarations and reviewing entries ....................................................................................................................................... 8 1.2.2

Declaration customization .................................................................................................................................................. 10 1.2.3

Configuration .................................................................................................................................................................... 11 1.2.4

1.3 Inventory results based on Fixed Selling Prices (Nivelajica) ...................................................................... 13

1.4 Invoicing policy ...................................................................................................................................... 17

Shipping plans ................................................................................................................................................................... 17 1.4.1

Retroactive discounts profiles ............................................................................................................................................. 18 1.4.2

Invoicing policies ............................................................................................................................................................... 19 1.4.3

Readjustment of Prices ...................................................................................................................................................... 20 1.4.4

Pricelists ........................................................................................................................................................................... 20 1.4.5

1.5 Document management ......................................................................................................................... 21

1.6 Budgeting ............................................................................................................................................. 22

1.7 Reports ................................................................................................................................................. 23

1.8 Miscellaneous ........................................................................................................................................ 24

Company Parameters ......................................................................................................................................................... 24 1.8.1

Trade account info ............................................................................................................................................................ 24 1.8.2

Ledger Account Administration ........................................................................................................................................... 24 1.8.3

Fixed asset administration .................................................................................................................................................. 24 1.8.4

Fiscal Year closing ............................................................................................................................................................. 24 1.8.5

Additional properties .......................................................................................................................................................... 24 1.8.6

Project management ......................................................................................................................................................... 24 1.8.7

Reapply grid filters ............................................................................................................................................................ 24 1.8.8

UI Form Designer and Documents ...................................................................................................................................... 25 1.8.9

Inventory items administration ........................................................................................................................................... 25 1.8.10

2. Entersoft CRM ____________________________________________________________________ 27

2.1 Segmentation Studio .............................................................................................................................. 27

2.2 ABC Analysis .......................................................................................................................................... 28

3. Entersoft framework _______________________________________________________________ 29

3.1 Paste from clipboard .............................................................................................................................. 29

3.2 Automations .......................................................................................................................................... 29

Save to ASCII file .............................................................................................................................................................. 29 3.2.1


Page: 3 / 31

Save to Excel file ............................................................................................................................................................... 30 3.2.2

3.3 User privileges ....................................................................................................................................... 30

3.4 Backup copy of application files .............................................................................................................. 30

3.5 Shortcuts .............................................................................................................................................. 31


Page: 4 / 31

New Features & Functionality (Outline)

This document aims to report the new features and extensions of EBS Version 4.0.26.1. First, the newly added functionality and

features are briefly listed and, then, a detailed presentation follows. User guidelines and examples are provided where necessary.

Entersoft ERP

New MPS (Master Production Schedule) and MRP (Material Requirements Planning) subsystems

New functionality and features have been added to Shipping Plans

The Periodic VAT Return is now available through the subsystem of Financial Declarations

Inventory results based on Fixed Selling Prices (Nivelajica)

Entersoft CRM

Segmentation Studio for performing advanced marketing segmentation that will allow marketing professionals to

classify existing customers and prospects into various target groups based on different attributes, empowering thus

selective marketing.

Integrated functionality for performing ABC Classification, an analytical method used to classify entities or business

attributes based on a particular key figure.

Entersoft Framework

New actions in automations for saving data to ASCII and Excel files.


Page: 5 / 31

1. Entersoft ERP

1.1 MPS (Master Production Schedule) & MRP (Material Requirements Planning)

The production module henceforth supports extensive functionality (a) for creating alternative, sequential or supplementary Master

Production Schedules (MPS) based on future demands on final products and (b) for calculating the corresponding material

requirements in order to ensure the prompt supply of Production Plants (MRP) and, finally, guaranteeing the efficient management

of sales orders while avoiding overstocking.

Detailed information on the new subsystem is available in the documentation of the EBS Version 4.0.26.1 (EBS v4-

MPSandMRPEN.pdf).


Page: 6 / 31

1.2 Periodic VAT Return

The Periodic VAT Return is now available through the subsystem of Financial Declarations (ESFIFinancialDeclaration).

This subsystem uses primary data (i.e. documents, accounting entries and so forth) in order to generate specialized statement

entries that can be used as the source data of several financial reports, such as the aforementioned. This approach provides us

advantages when compared to primary data reporting, such as:

Scheduling of the data calculation

Efficient reporting, in terms of performance and report development speed

The option to retrieve and report the snapshot of previous declarations

Specialized privileges

Registration of manual entries when appropriate

Declaration administration 1.2.1

The Declaration Entries (ESFIDeclarationEntry) are generated through a process, according to the defined Declaration

Type (ESFIDeclarationType). Entries are associated to a distinct Declaration (ESFIFinancilaDeclaration) per month. It is

highlighted that in the case of VAT Statements, only one statement per month can be created; nevertheless this restriction may

not apply in other cases.

The Declaration administration is available on the following menu: Financials / Financial declarations.

Declaration

The declaration is a folder which includes all the associated information.

The header includes info related to the

declaration period, the number of revisions

(assuming that the data of a month have been

recalculated), the declaration status, and some

notes.


Page: 7 / 31

The Periodic Statement area presents the

results of the month.

The expander Entries presents the calculated

entries

Data calculation

The menu option: Data calculation…\ Calculate VAT data is the calculation process of the

specialized statement entries based on the primary data. The privilege to execute this

process has been granted to System Administrators and any users that have the

corresponding insert/update privilege based on the configuration of access groups on the

declaration type defined at the Company Parameter “VAT Declaration Type” (Parameter

Category: Financial Declarations).

The calculation process produces ONE VAT Declaration for the selected period with declaration entries. Declaration entries

are the entries that generate VAT claims (e.g. Invoices or Credit Notes).

For each document, one or more declaration entries are created depending on the grouping of document, trade account, VAT

category and Type Category (goods or services).


Page: 8 / 31

Recalculating declaration entries

The process may be executed twice for a specific period and, therefore, declaration entries may be automatically revised if:

The user is the System Administrator or has been granted the related privilege.

The declaration status allows its revision. Only declarations with status: “Registered” can be revised.

The revision process (i.e. recalculation of a period declaration) does not delete the Declaration header in order to preserve the

notes if any. In this case the revision number is increased by one.

Declaration status

The alternative declaration statuses are listed below.

The status of a declaration can be updated by users with sufficient/appropriate privileges. The status: “registered” is the initial

(default) status; when in this status, the declaration can be updated and revised. The other statuses correspond to workflow

progress made by the Accounting Dept.

The status can be updated using the “Status” action (automation) that is available at the “Declaration Administration” view

(scroller).

Documents

The documents that contribute as sources to the VAT Declaration entries cannot be deleted and the fields that affect them cannot

be modified.

Scheduling

It is noted that when the data volume is significant, then the Data Calculation may be time consuming. To handle such cases, the

application supports the scheduling of the calculation, through the job: ESFI_CreateVATEntries.

Declarations and reviewing entries 1.2.2

On the Financial Declarations menu, you may find all the necessary reports that will allow you to review the process results.


Page: 9 / 31

Declaration administration

This view presents (grouped by fiscal year and declaration type) the declarations that have been calculated. The list also includes

information about the user that created each declaration and when, plus the number of declaration entries.

Detailed declaration entries

This view (Scroller) presents the detailed declaration entries with all the info that is required for the VAT Return to be complete.

The records can be filtered by:

The declaration Code. Users should be advised to select a declaration before executing this scroller, in order to be able to

focus on the entries of a single declaration.

The Registration date. Which corresponds to the date of the source documents (primary data).

Every entry is associated to the transaction document that is presented in the column: “Refers to document”.

VAT Return file

The process of creation of the VAT Return file is available in the declaration action: Create file.

The action is permitted only for declaration in status “Finalized”.


Page: 10 / 31

On the parameter’s form the user may choose the following.

o Folder. The full path for the saving area of the file.

o File. The name of the file.

o Submission period. The application proposes the month. The

available values are Month and Quarter.

o Obligatory submission.

o Corrective statement

The following company parameters, in the category financial declaration, are associated to the file’s creation and must be filled.

Declaration customization 1.2.3

The declaration type does not define the calculation type; at this level you may define the

access groups and the related privileges and the print-out forms. Specifically:

As regards the available privileges that can be administered at this level, the option

are presented at the image on the right.

The declaration print-out forms. This allows you to implement different declaration

formats using either the Form Designer or Crystal Report. Nevertheless, it needs to

be taken into account that in the case of VAT journals this functionality has not yet been utilized and crystal reports on

the VAT journal views are still available.


Page: 11 / 31

The declaration type can be imported to the system using the Import from Entersoft XML, from the new folder:

5.DeclarationTypes.

Configuration 1.2.4

Before using the new subsystem, you need to prepare your data. Specifically:

Company Parameters

The following company parameters in the new category Financial Declaration must be filled in:

Document types configuration

In the VAT Return are participating the document types which have one of the following values on the filed Transaction

category (tab: Accounting).

The transaction categories must be defined (menu: Customization\Transaction parameters\Transaction categories)

A proposed list of the document types is presented below. The application has already udpated them throuhg the upgrade process.

Document Type

Document type description

Transaction Category

RAC Račun - Otpremnica Invoice – Delivery Note 01 Invoice

OSR Račun - Otpremnica za osnovna sredstva Invoice – Delivery Note for FIXED ASSETS 01 Invoice

OTV Račun po otpremnici Invoice for Delivery note 01 Invoice

IZU Izlazni račun usluga Invoice - Services provision 01 Invoice

FZA Faktura za avans Invoice (Payment advance)

01 Invoice

KPK Knjižno pismo -povratnica kupca Credit note – Return Note 03 Credit note

KPD Knjižno pismo na osnovu povratnice kupca Credit Note for Return note 03 Credit note


Page: 12 / 31

Document

Type Document type description

Transaction Category

KPU Knjižno pismo za usluge Credit note - Services provision (Reversal) 03 Credit note

KOK Knjižno odobrenje Credit Discount note 03 Credit note

OPK Gratis otpremnica Free Grant Note for Delivey Note 01 Invoice

PRU Prijemnica - ulazni račun za robu Invoice – Goods Receipt note 01 Invoice

ULR Ulazni račun za robu Invoice for Goods Receipt Note 01 Invoice

PDK Knjižno pismo- Povratnica robe dobavljaču Credit note – Goods Return Note 03 Credit note

PDV Knjižno pismo na osnovu povratnice dobavljaču Credit note for Goods Return note 03 Credit note

PUI Prijemnica - ulazni račun za robu INO Invoice – Goods Receipt note (Foreign Firm) 01 Invoice

URI Ulazni račun za robu INO Invoice for Goods Receipt note (Foreign Firm) 01 Invoice

FAK Faktura Invoice 01 Invoice

FDA Faktura za avans Invoice 01 Invoice

ZAD Zaduženje Debit note 02 Debit note

ODO Odobrenje Credit note 03 Credit note

OOG Odobrenje sa poravnanjem - gotovina Credit note with settlement (Cash) 03 Credit note

ODB Odobrenje Credit note 03 Credit note

TRB Troškovi, kamate i druga plaćanja bankama Expenses, interest and other bank payments 01 Invoice

DEK Deklaracija kupca Custom declaration 04 Custom Declaration

Accounting categories

In some cases the Item Type (i.e. whether it is a stock item or a generic item) does not correspond to the transaction as this is

defined in the context of VAT Journals. For example, some items may have been registered as stock items to serve a specific

implementation by utilizing related functionality (e.g. balances, pricelists), or for usability reasons, or for enabling the cohesive

monitoring of stock and generic items. Nevertheless, these need to be clearly distinguished when it comes to VAT journals and the

update of Services and Expenses columns. At the same time, there are some cases when extra charges (such as taxes, surcharges

etc.) need to correspond to the transaction type.

In order to ensure that all these special cases are covered, the accounting category of the items has been involved when it comes

to VAT Declarations, through the new field: Statement grouping. Henceforth, the Item’s nature in relation to VAT is defined in

this field. If the field is empty then the item is classified as before, based on its type. But if any special accounts have not been

associated to an accounting category with the appropriate grouping, then these will be ignored.

It is highlighted that the VAT categories code may consisted by any character, however, the VAT Statement – code must have the

following values.


Page: 13 / 31

1.3 Inventory results based on Fixed Selling Prices (Nivelajica)

For those companies that have chosen to monitor invetory results based on fixed selling price, the following administration

processes are now available.

Pricelist definition

The monitoring of the fixed selling prices requries the use of a special price list which will meet the follwing contidions:

In price list definition.

o It is price list that involves prices exclusively

o It is price list in basic currency

On each the price list entry following fields must be filled in.

o The item

o The branch

o The begin date

The end date could remain empty (null) as long as there is no

other line for the same combination of item-branch. When the

particular price expired and a new price is valid, then a new

price list entry must be set. At the same time the end day of

the prior price list entry must be set.

The document type needs to be defined in the company parameter: Nivelajica PriceList. This parameter value must

also be defined on the Alternative Description of the involved pricelists. The Alternative Description will act as a prefix.

Nivelajica entries on trade transaction basis

Every trade transaction (purchase, sale, self-despense) must be examinated combared to the fixed selling price. In case of

differences between the trade and fixed price, the difference must be posted.

The calculation of these differences is performed in the context of the Inventory Subsystem through the new document type NVL -

Unos Plana Prodaje - Nivelacija. The process is available on the view “Summary varience list based on fixed sales prices”

(menu: Inventory\Stock entries\)


Page: 14 / 31

There all the trade transactions are listed, by type of transaction and document. The following information is available:

I. Generic info such as: the Inventory Item, the date, the document and the related Trade Account.

II. Quantity. The trade quantity of the document.

III. Fixed sales value. The price of the item based on the default fixed selling price list. The price is proposed based on the

valid price list entry which meets the abovementioned conditions.

IV. Transaction price. The actual trade price of the trade transaction.

V. Price difference. The difference between the fixed and the actual trade price. It provides info on the sales price variance

Fixed, Trade & Difference of values. In correspondence to the price columns there are also the columns related to the values.

In case of difference, for every trade document an Accounting Note is being issued on the same date as the original document. In

order to create these Accounting Notes, the automation “Create cost documents” on the

view can be used. For every selected entry on the view, the corresponding Accounting

Note will be created.

a. Status. This parameter allows the creation of documents that are simply

registered or documents that have been also posted to accounting.

Show documents. This parameter is available when only one sales/export document has

been selected. When activated, the Accounting Note is displayed and the user can edit it

before saving it.

The Accouting note:

The accounting document:


Page: 15 / 31

Nivelajica entries on price list modification basis

On changing of prices, is essential to post the difference between the current and the prior price. For that purpose the NVL

document could be used. On document’s line after item’s insertion, the application proposes the quantity and the price based on

the registration date & branch. The user must define the new price in column “Fixed selling price” in order to be calculated the

difference.

Book with fixed sales prices

The Inventory book which presents the results based on the fixed selling prices is available in the menu: Invetory\Register &

Journals\Items with fixed sales prices.


Page: 16 / 31

Make sure that the following company parameters, under the Nivelajica administration category, are defined:


Page: 17 / 31

1.4 Invoicing policy

Shipping plans 1.4.1

A series of improvements and extensions have been included in the Shipping Plans functionality to maximize the flexibility when

designing scenarios for calculating the shipping costs.

A fundamental change is that many different calculation scenarios can be included into the same Shipping Plan. Each

calculation scenario is to be selected based on the values of a series of document fields. For example, the same Shipping Plan may

include different calculation scenarios depending on the combination of the transporter – recipient, or any other combination of

available attributes. In any case, it is required to define the Delivery Geo zone.

In order to support the above described change, the UI Form of Shipping Plans has been adjusted. The grid where the scales are

defined henceforth includes a new hierarchical level where the user may define the attribute values that denote the scale defined

on the second level. The definition of the attributes is optional.

The attributes that can be used for defining the calculation scales are:

GZ Group

GZ Category

Transporter

Recipient

Recipient Group

Recipient Category

Sender

Sender Group

Sender Category

Delivery address type

Attributes

for selecting the scale

The scale


Page: 18 / 31

When using a Shipping Plan that includes many alternative calculation scenarios, then the scenario that will be selected is,

evidently, the one that has the same first level attributes with the document. If more than one alternatives are selectable then the

system will choose to use the one that is most relevant (i.e. has the most attributes in common).

In order to facilitate the registration of the various calculation scenarios in the context of a shipping plan, it is

recommended that you use the “COPY” tool, which is available on the toolbar.

New fields

The check box Fixed charges has been added to the Shipping Plan lines (i.e. to the scale). When activated, then the

shipping costs on the line will be accounted, as it was the case until now. When deactivated, then the value on the scale

line is accounted as the value per unit and the calculation of shipping costs depends on the quantity multiplied by the

value on the scale line. This way, the system will cover cases when shipping costs depend e.g. on the weight of the

package and are calculated per shipment kilogram rather than the entire shipment weight.

The check box Progressive scale has been added to the Shipping Plan header. When activated then the calculation of

the shipping costs takes into account not only the scale line that corresponds to the shipment quantity, but all of the scale

lines previous to that and, therefore, the calculation of the shipping cost is gradual/progressive.

Example: Let’s assume the following scale:

From quantity Value Fixed charges

7 yes

25 2 no

30 1 no

100 0,5 no

And the shipment weight is 50. Then the shipment cost would be =

Additionally…

Up to the previous EBS versions, the application would determine which shipping plan is to be applied simply through the

corresponding field on the shipping method. Henceforth, the shipping plan is also available in Pricelists and Document Headers.

This means that when a pricelist is selected on a document’s header or a shipping method that contains a shipping plan, then this

plan will be the default shipping plan on the new, corresponding field of the document.

Note that the addition of the field Shipping plan on the document header allows you to define a custom logic for

determining the default shipping plan per case, by using Business Rules, Field Property Profiles etc.

Retroactive discounts profiles 1.4.2

It is henceforth possible to use lists of stock items instead of criteria in retroactive discounts profiles for calculating the returns.

In order to activate this alternative, you need first to make the column visible (use the: “Add/remove columns”). Next, select the

desired list of stock items. If a list of items is selected, then it is not possible to define criteria too.

7

5*2

+ 50*1

67 €


Page: 19 / 31

Additionally, it is now possible to schedule the calculation of retroactive discounts. The functionality is available under the

scheduled tasks functionality (menu: Tools and Configuration / Schedule / Scheduled Tasks) and the view / automation that need

to be selected is displayed in the image that follows:

Invoicing policies 1.4.3

The invoicing policy actions for assigning a price to a document now include functionality for assigning a value to the

fields Pricelist and Shipping plan.

The available info for defining an invoicing policy henceforth includes all the User Defined Fields (UDFs) of all types

(string, check boxes, dates, tables, and numeric).

The invoicing policy UI Form is henceforth customizable; use the UI Form Designer to adjust it to specific

implementation requirements.

New template conditions have been added.

o Based on a Person’s grouping characteristic. This allows you to select as a condition the value of the

category or the group of the selected Person on a Document

o Based on the Measurement Unit of the Item Line

o Based on the Measurement Unit and a quantity field of the Item line

The address type has been added to the template conditions of Delivery address and Loading address


Page: 20 / 31

Readjustment of Prices 1.4.4

The fields that can be used as a base for the readjustment of a price henceforth include price markup 1, 2 and 3

Pricelists 1.4.5

The pricelist lines have been enriched with the following two: Delivery address type and Loading address type.


Page: 21 / 31

1.5 Document management

The dialogue for editing the dimension analysis lines now includes totals per column additionally to totals per lines.

The automatic synchronization of the due date of liquidity accounts with the date an Adjustment document was

issued on, has been activated, when the document date changes.

Control Policies for Stock items henceforth include additional balance checks for:

o Actual stock minus frozen stock

o Available stock minus frozen stock

o Actual stock minus confirmed orders minus frozen stock

o Available stock minus confirmed orders minus frozen stock


Page: 22 / 31

1.6 Budgeting

The UI form of Budget Sheets is now dynamic and can be customized to meet specific implementation

requirements.

Saving the layout of the dynamic cube that presents the Budget Results now applies to all budget sheets of the

same budget sheet profile and not to each sheet separately.

The UI form of Budget Sheets now includes functionality for registering and editing comments and notes.

It is now possible to Schedule the creation of Budget Forecasts through the corresponding button (i.e. Scheduling)

on the UI Form of budget forecasts creation.


Page: 23 / 31

1.7 Reports

The reports Trial Balance and Register by dimension now include the criterion: Item code type.

The crystal report of Account Statements now includes info about the Ledger Account and the selected date range.

The Expense Payment menu item (under Collections and Payments) is now obsolete and, henceforth, instead you may

use the report Payment Documents (under Collections and Payments too). This report provides a criterion for the

Trade Account Type (Suppliers, Creditors, All) and this way by selecting “Creditors” only, the report will list only the

expense documents.

The selection dialogue of Specific tariff on the UI Form of Stock Items now includes the Alternative Description too.

The new report “Trade accounts with incomplete info” is now available under the menu Financials/Accounting

Processes. The report lists any Trade Account missing basic demographic information.


Page: 24 / 31

1.8 Miscellaneous

Company Parameters 1.8.1

Company Parameters have been reorganized (have been grouped and renamed more clearly) in order to facilitate the

user when searching.

Trade account info 1.8.2

The new field Mediator has been added to the Customer’s info. The Customer’s mediator will be the default mediator on

any customer’s document.

The new field “Area Description” has been added (as available) to the ZIP Codes file.

Ledger Account Administration 1.8.3

The Ledger Account UI Form is now dynamic and it can be customized to specific implementation requirements.

Fixed asset administration 1.8.4

The error messages that may be displayed while executing the Depreciation process have been significantly improved

and, now, the fixed asset and the acquisition (for which the issue has occurred) are also listed. For this improvement to

be applied you need to import the field property profile ΕS-4-DepreciationItemPositiveValue from Entersoft XML.

Fiscal Year closing 1.8.5

Fiscal Year closing is now a privilege item.

Additional properties 1.8.6

Property set lines can now be inactive (new checkbox); when inactive a property set line will not be available to the

users for editing.

The description of Additional properties has been extended and it is now 200 characters longer than before.

Property set lines have been enriched with the fields: Photo and Not applicable (Yes / No).

Project management 1.8.7

New menu options have been added under the Project and Contracts menu:

Project / New project

Trade Accounts / New customer

Trade Accounts / New supplier

Trade Accounts / New person

Reapply grid filters 1.8.8

A new setting (flag on automations / business rules) for reapplying grid filters is now available; this can be used in Self applied

map profiles when, conditionally, new lines are generated. Until now the new lines were listed in the item lines grid (until saving


Page: 25 / 31

and refreshing the UI Form), without taking into account the layout filter (e.g. the type of the document line). Using this new

setting, the visually misplaced lines will be listed where they should.

UI Form Designer and Documents 1.8.9

It is now possible to define which section is (not) visible on document UI forms based on the value of one of the 5 check boxes of

the document header.

For example, for an implementation it has been required that the 1st check box of the document’s

header is activated based on the conditions that are checked and applied by a Business Rule, or a

field property profile. According to the implementation requirement, when the 1st check box is

activated then some additional fields need to be displayed for the user to edit. This could mean that

all of the additional fields would have to be grouped in a distinct form section and by clicking the

button in the RuleSet property of the section the RuleSet composer would be accessed.

On the left, the existing rule sets are listed and on the right the configuration elements of the selected rule set.

Use the button , that is available on the Action list of a rule set, to define the condition based on which one of the system

actions is to be executed.

Inventory items administration 1.8.10

New User Defined Fields have been added to the following classification tables of items: Family, Group, Category, and

Subcategory. These are: Number 1, 2; Date 1, 2; Comment 1, 2; Flag 1, 2; Table 1, 2.

The length of the following field has been extended.

o Stock items:


Page: 26 / 31

Description, up to 255 characters

Alternative description, up to 500 characters

Detailed description, up to 500 characters

o Catalogue items:

Description, up to 100 characters

Alternative description, up to 100 characters


Page: 27 / 31

2. Entersoft CRM

2.1 Segmentation Studio

Marketing segmentation enables you to classify your customers and prospects into various target groups based on different

attributes. CRM Marketing provides a Segmentation Studio that can be used to perform the following:

Classification of business entities

Ad hoc advanced analysis based on different attribute filters that can affect decision making

Segmentation studio empowers marketing professionals to perform selective marketing. Segmentation is integrated to the list and

campaign management systems:

Using the segmentation tool you can design and create target groups for the following objects:

Persons

Customers

Business Address – Point of sales

B2B Contacts

Items

Segmentation studio provides an advanced interactive method to create object segments based on standard or advanced derived

attributes. In this context, the provided attributes are based on the standard sales, merchandising & marketing closed loop

scenarios provided by the Entersoft Business Suite. In this way, attributes come from the following:

Object master data, for example customer profession, age, habits, region

Customer derived data, for example purchase behaviors or sales figures. These data are originated from advanced derived

attributes filters that may include multiple filter criteria.

Object standard customizing property set

Standard or derived attribute hierarchies

Standard data mining techniques (ABC classification, RFM & Response analysis)

Using segmentation studio you can define segmentation bases that can be re-used during segmentation as the basis of a

segmentation model. For example, you can define a dynamic list that includes all the active customers of a rolling period. This list

can be used as a segmentation basis for a future segmentation model that is restricted only to the active customers.

Segmentation provides also interactive context dashboards that can be used to analyze a specific segment. These dashboards are

related to sales and profitability distribution analysis.

Detailed information on the new subsystem is available in the documentation (ESBooks) of the EBS Version 4.0.26.1


Page: 28 / 31

2.2 ABC Analysis

The ABC Classification is an analytical method used to classify entities or business attributes based on a particular key figure. For

example, you can classify your customers into three classes A, B and C according to the net revenue they generate in a specific

sales period.

ABC classification allows you to group your data based on a specific classification rule. The data to be classified are generated by a

query in the database of the Entersoft Business Suite. The ABC classification rules read a single metric in the data returned by the

defined query and implicitly specify which absolute or relative key figure values map to which classes.

In the context of ABC classification, the following features are provided:

The object/business attribute for which the classification is to be performed (Customers, Items, Sales Representatives,

Business Attributes/Custom Entities)

The key figure that is used as the basis for classifying the business entity/attribute (such as customer generated

revenue, profit margin, profit margin percentage, quantity)

The query for determining the data (such as customer net revenue for the last 12 months)

The classification rule that categorizes the records to the different classes (Absolute value of key figure, Cumulated

percentage of the classification figure, Cumulated percentage of the classified object position, Absolute value of the

classified object position)

You can define threshold values for the individual ABC classes. For example, all customers generating a net revenue less

than 200K belong to class ‘C’, those generating a net revenue between 20K and less than 50K to class ‘B’, and those

generating equal or more than 50K to class ‘A’.

You can define the master data that must be updated based on the classification performed. For example, ‘A’ class

customers will have 30 credit days, ‘B’ class customers will have 15 credit days and ‘C’ class will have 5 credit days.

ABC classification provides interactive dashboards to analyze the ABC results. In this way, you can get the following answers:

The top 20 objects of ABC class

The ABC movements (For example, how many customers moved from A to B class)

Consolidated churn rate or for standard business dimension

Moreover, ABC analysis is integrated to marketing segmentation studio. In this way, it provides two standard attributes to analyze

or to create segments:

ABC classification

ABC movement

Detailed information on the new subsystem is available in the documentation (ESBooks) of the EBS Version 4.0.26.1


Page: 29 / 31

3. Entersoft framework

3.1 Paste from clipboard

It is now possible to bulk insert records from clipboard to:

Static data lists. The insert is based on the list entity.

Visit plans. Based on the person and the account.

3.2 Automations

Save to ASCII file 3.2.1

It is now possible to create an ASCII text file using automations. This can be achieved using the new Value Type: multiple text

formatting. This allows you to construct a simple template that constitutes of many sections. Each section is based on a table and

it can produce some text. When incorporating a detail table, the text will be repeated as many times as the number of the details

for which the condition(s) is true.

The result can be stored to Blob variable (e.g. the BlobData in ES00RelatedDocuments) using the new conversion type string to

bytes (UTF8).

Finally, the new action save text file can be used to save the text to a text file using the desired codification.


Page: 30 / 31

Save to Excel file 3.2.2

A new action is available: Create attached excel and/or save. This action exports the records listed in a view (scroller) to a an

excel file.

3.3 User privileges

It is henceforth feasible to set any application field as Security item in order to define view/access privileges. When a field is

characterized as a Security Item, then it will be listed in the User Privilege Definition system, under the node: “ALL privilege

items”. Go to: System administration – DB / Change field behaviour to activate the corresponding check box.

3.4 Backup copy of application files

The process Application backup files (customization files) now includes the customization files of Data interchange.


Page: 31 / 31

3.5 Shortcuts

It is now feasible to save to a file only one selected Group of Shortcuts instead of the entire shortcut list. The contents of the

file can be used either to replace an entire shortcut list (Read from file…) or append it to an existing shortcut list (Add from

file…).