SAP B1 blog

New manual version

The MARIProject manual has been revised and is now available in a new form as a PDF (4,743 pages) and as online help. The manual can be used in German, English or Spanish.

Purchase processing of external devices/machines for hire

If special equipment, machines, vehicles or rooms are rented for a project, the loan can now be ordered via purchasing processes and then processed.

Purchase processing of costs for own equipment, machines or vehicles

Costs for own devices and machines can now be processed via incoming invoices. Repairs can also be ordered via purchasing processes.

SharePoint as a document management system

The functionality of the interface in version 6.6 has been significantly expanded. Several keywords and values can now be stored for each document.

Extensions folder (file system)

• Collection folders as directory view in the file system
• Customised directory for a specific project

Extensions Collection Folder (SharePoint)

• Collection folders as directory view in SharePoint
• Customised directory for a specific project in SharePoint

Multiple actions in the support dashboard

In the support dashboard, task dashboard, ideas board, developer dashboard and personnel action dashboard, multiple rows can now be selected in order to apply the following actions to all selected rows:

• Delete operations
• Changing the status of transactions
• Set as read/unread.

Extended e-mail dispatch from support process

The selection of recipients for sending from a support process has been significantly expanded:

• In addition to the customer's and partner's contact persons, employees and free e-mail addresses of the monitoring group are now also suggested.
• From the project come the contact persons of the secondary customers
• From the project come the staff and contact persons of the working group

Control of e-mail recipients in the contract depending on document type

The dispatch of documents (quotations, invoices, orders) can now be controlled for each contract and document type to determine which contact person receives which document. A default setting can be made directly for the business partner.

Enhancements to business partner master data

• Modifiability of the 64 properties in MARIProject (main programme + web client + mobile client)
• Deleting contact persons
• Additional fields: Territory, Business type, Uniform VAT number

Wizard for creating project documentation from the collection folders

It is now possible to collect all saved documents from a project or a contract and combine them into one overall document.

Extension of employee master by the SBO sales employee / document release by sales employee

• An employee can be linked to the corresponding employee data record from SAP Business One in the master data screen.
• It is now also possible to link the sales employee in SBO to the employee master data. This can be set for each client.
• In a document release process, the release can be controlled by the sales employee or purchaser.

Web Client: Further master data masks

The following masks can now be used in the Web Client:

• item group
• Stock master
• Staff Kill Tribe
• DMS Filing pattern

Newsletter - Special connection

It is now possible to set special SMTP connections for newsletters in order to address mail senders such as MailGun or SendGrid.

Other

• The full-text search project now also searches via the phases.
• price lists can be synchronised across clients.
• Annex to the invoice: Payment transactions Switzerland with QR payment code.
• Customer locations can now have one contact person.
• Customer service objects can now have a contact person.
• Service calls can now have a contact person.
• Support groups can now be hidden.
• The GANTT planning can now be filtered by client.
• MARIInterface - API: Application Programmers Interface: Conversion to .NET 4.8.
• MARIRestService has been extended by several functions.
• MARI Data Transfer Workbench (integrated, Excel) can now also change contract items.