Conversion and authorisation (Profit 16)

This topic is related to the conversion and authorisation for Profit 16.

App connector

Authorise the new Log tab of the General / Management / App connector job.

Message templates

The values for the fields used under the Sender email data label can now be entered for each language. These fields have been moved from the General tab to the Email tab since Profit 16 (and they open in accordance with the required language). You can therefore define a sender for each language.

During the conversion to Profit 16, the sender details that could be found on the General tab are being defined for each language. You can change the data in relation to each language after migrating to Profit 16.

Reservation balance

The calculation formula for the Reservation balance has been adjusted. Reservation balance = reservation amount – (obligation amounts – written-off obligation amounts) – written-off reservation amount – realised reservation

The fact that the 'written-off obligation amounts' have been included in the formula is new. Three new fields have been added to achieve this: Written-off obligation amount, Written-off obligation amount base currency and Number of obligations that have been written off.

These three new fields are calculated directly in the conversion. The balance of the reservations are also updated herein. For reservations that have not yet been processed, the balance is updated using the written-off amount of obligations on this reservation. This may mean that you get a different balance on reservations. For reservations that have already been processed, we supplement the written-off amount of the reservations with the written-off amounts of the obligations. This means that the balance of these reservations are set to 0 so that these reservations continue to be processed.

Date-dependent cost centre on project

You can now link a cost centre to a project up to a specific time after which you define another cost centre for the following period. This can be done as from a future time.

In addition, the allocation structure has been adjusted so that default dashboards can be developed. The Financial settings now has five allocation groups to be freely configured on the Allocation structure tab.

The following has changed after conversion for the new date-dependent cost centers:

If you had read or write rights on Project / Project, General tab? Then you will now have read or write rights on Project / Project, Allocation tab and on the InSite page Allocation per project.

Project menu options based on configuration

The following menu items have been moved to the new menu item Projects / Maintenance / Confuguration:

• Projectprofiel
• Factuurtermijn
• Projectstatus.

During the conversion, the authorization will be copied automatically.