View optimisation in Profit 8

The standard Profit views have been optimised in Profit 8 by using the knowledge gained down the years. New ones have also been added. User friendliness, efficiency, speed and best business practices were examined within this context. Views in InSite and OutSite have not been changed. Also see the theme page on the AFAS Customer Portal.

Double vies or views that do not have added value when compared to other views were also critically examined (this is not an exhaustive list). Views have also been deleted because of this. If you made analyses on these views, you must make them again.

You can see the new, deleted and unblocked views in the overviews below. The views on this overview may have an impact on existing processes. optimised (existing) views have not been added to the overview.

Contents

Deleted Profit views

Double vies or views that do not have added value when compared to other views were also critically examined (this is not an exhaustive list). Views have also been deleted because of this. If you made analyses on these views, you must make them again.

It may be the case that you see a Profit view and a very similar template view because the template views are now in Profit. These template views are not deleted automatically. You can do this yourself.

You will see deleted and replacement views in the table. Many replacement views were already present in Profit, but they were blocked. Replacement views that have been unblocked as from Profit 8 are marked with an asterisk(*).

Start menu path

Deleted views

Replacement views

HRM / Employee / Employee

Employees (short)

Employee (employed), Employees (all)

HRM / Employee / Employee, Bank tab

Accounts

Accounts *

HRM / Employee / Employee, Wage entries tab

Wage changes (extended)

Wage entries *

HRM / Organisation / CLA, Wage component tab

Wage components (activated)

All wage components *

HRM / Organisation / CLA, Wage component tab

Wage components (not activated)

All wage components *

HRM / Organisation / CLA, Wage component, Wage summary tab

All wage summaries extensive

Wage summary *

HRM / Organisation / CLA, Parameter tab

Parameters (profile fields)

Parameters *

Parameters (master data) *

HRM / Payroll / Overview / Wage change overview loonmutatie

Wage changes (all - extended)

Wage entries

HRM / Payroll / Salary processing cockpit, Salary processing plan

Payroll processing plan (previous)

Salary processing plan (current year)

Payroll processing plan (all)

Order management / Purchase process / Purchase invoice

Purchase invoices without a journal entry

All purchase invoices *

All purchase invoice lines *

Order management / Purchase process / Purchase quotation

All purchase quotations (quotation request)

All purchase quotations *

All purchase quotation lines *

Order management / Sales process / Invoice

Non journalised sales invoices

All sales invoices *

All sales invoice lines *

New views

You can see the new views in the overview below. Some views are only visible with regard to a specific licence or if you have activated a specific activation.

Adjusted views are delivered unblocked. This means that they are immediately available. Only the 1.1. Project manager to approve (actual costing) view will be released blocked.

Note:

There is one exception to this: if you authorise views separately via definition authorisation, new views will not be immediately visible. You must first link the correct Definition category or Definition group to this view.

Start menu path

Views

Licence / activation

Abonnement / Invoice / Invoices

1. Not processed subscription invoices

 

General / Configuration / Selection, new selection based on Employee

Employees

 

Financial / VAT / ICP / Configuration / VAT code

VAT code (Belgium)

Belgium

Financial / Creditor / Creditor

Purchase contacts CBS

 

Financial / Debtor / Debtor

Sales contacts CBS

 

Financial / Ledger / Financial entries

1. Financial changes 12 month(s) back

 

Financial / Ledger / Ledger account

Ledger accounts incl. budget holders

 

Financial / Ledger / Configuration / Report structure

Reporting cockpit incl. 2st language

Belgium

Financial / Ledger / Overview / Column balance

Column balance incl. budget

 

Financial / Ledger / Overview / Trial balance

Trial balance incl. budget

 

Financial / Allocation / Column balance

Broken down column balance (budget)

 

Financial / Allocation / Trial balance

2. Broken down incl. budget trial balance

 

Financial / Allocation / Allocation code

Breaking-down codes incl. budget holders

 

HRM / Employee / Employee, tab Dossier

Pay slip and annual statement

 

HRM / Organisation / Cao, tab Base

Base (incl. wage component)

 

HRM / Organisation / Cao, tab Wage component

Wage component template

 

HRM / Organisation / Cao, tab Wage component, tab Base

LC bases (active)

 

HRM / Organisation / Cao, tab Wage component, tab Lijstbegrip

List concept (active)

 

HRM / Organisation / Cao, tab Parameter

Parameters (profile fields)

 

HRM / Organisation / Employer

Employer settings

 

HRM / Payroll / Salary processing cockpit

Salary processing plan (current year)

 

HRM / Payroll / Salary processing cockpit, Salary processing plan, double click the employee

Journalised components

 

HRM / Payroll / Salary processing cockpit / Salary processing plan

Employees (who join/leave the company in this period)

 

Order management / Purchase process / Purchase basic order

2. All instalment schedules

 

Order management / Purchase process / Purchase basic order

3. All instalment schedule lines

 

Order management / Purchase process / Purchase invoice

1. Unprocessed purchase invoices

 

Order management / Purchase process / Purchase quotation

1. Current purchase quotations (Construction)

Construction

Order management / Purchase process / Purchase quotation

2. All purchase quotations (Construction)

Construction

Order management / Purchase process / Purchase quotation

3. All purchase quotation lines (Construction)

Construction

Order management / Purchase process / Purchase order

1. Current purchase orders (Construction)

Construction

Order management / Purchase process / Purchase order

2. All purchase orders (Construction)

Construction

Order management / Purchase process / Purchase order

3. All purchase order lines (Construction)

Construction

Order management / Purchase process / Receipt

1. Current receipts (Construction)

Construction

Order management / Purchase process / Receipt

2. All receipts (Construction)

Construction

Order management / Purchase process / Receipt

3. All receipt lines (Construction)

Construction

Order management / Purchase process / Receipt

4. Receipt with confrontation status

 

Order management / Purchase process / Receipt

5. Receipt lines with confrontation status

 

Order management / Sales process / Invoice

1. Unprocessed sales invoices

 

Order management / Sales process / Packing slip

1. Current packing slips

 

Order management / Sales process / Packing slip

2. Packing slips to be invoiced

 

Order management / Sales process / Sales basic order

1. Current basic sales orders

 

Order management / Sales process / Sales basic order

All basic sales order lines

 

Order management / Sales process / Sales basic order

All basic sales orders

 

Order management / Sales process / Sales quotation

1. Current sales quotations

 

Order management / Sales process / Sales order

1. Current sales orders

 

Projects / Invoice / Invoices

1. Not processed project invoices

 

Projects / Invoicing / Invoice instalment

1. Expired instalments (Construction)

Construction

Projects / Invoicing / Invoice instalment

2. Instalments to be invoiced (Construction)

Construction

Projects / Invoicing / Invoice instalment

3. Instalments not reported ready (Construction)

Construction

Projects / Invoicing / Invoice instalment

4. All invoice instalments (Construction)

Construction

Projects / Actual costing / Approve actual costing

1.1. Project manager to approve (actual costing)

 

Projects / Projects / Project

1. Current projects

 

Projects / Projects / Project

3. Closed projects

 

Projects / Projects / Project

Projects (for the annual import)

 

Projects / Cost estimate / Cost estimate

1. Work in progress cost estimates (Construction)

Construction

Projects / Cost estimate / Cost estimate

2. Definitive cost estimates (Construction)

Construction

Projects / Cost estimate / Cost estimate

3. All cost estimates (Construction)

Construction

Projects / Cost estimate / Cost estimate

4. All cost estimate lines (Construction)

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

2. Total working budget (subtotals)

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

3. Material

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

3.1. Materials still to be purchased

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

4. Subcontracting

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

4.1. Subcontracting still to be purchased

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

5. Equipment

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

6. Labour

Construction

Projects / Cost estimate / Work budget, Work budget cockpit

7. Other costs

Construction

Uren / claims / Claim / Concepts

Assess drafts (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress reporting party (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress main reporting party (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress organisational unit (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress project (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress project group (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress total (Accountancy)

Accountancy

Hours / claims / Claim / WIP totals

Work in progress sales contact (Accountancy)

Accountancy

 

 

 

Directly to

  1. Add, configure and customise views
  2. View management authorisation
  3. Add a view
  4. Change a view
  5. Block a view
  6. Delete a view
  7. Import and export a view