RELEASE NOTES

2019-05-03 OBS ERP New Features May-2019

New Features and Modules in OBS ERP New modules "Delegations" Module - allows managers to delegate approval rights (for documents) to employees in case of absence. A manager can now choose a delegate for the following activities Business trips Expenses Marketing Projects Vacation "Accounting" Module VAT Journal Sales VAT Journal Purchases Production General ledger Analytic general ledger "Accounts" Module - stores detailed information about the company's clients in the context of the contracted services Account owner Contracted service term Location of service provision General terms and conditions Other parameters PnL (Profit and Loss) report Account payables (report) New interface for orders directly from customers User Experience improvements   Ability to create a task from any document in the system. Tasks are displayed in the Calendar Record locking - prevents the simultaneous recording of a document by two users Improvements to the main filter - a third checkbox status is added which allows excluding certain entries from the selection  fig. 1 - third checkbox status Improvement in Email Client - Draft messages are added New button for monitoring changes to documents in the system "Marketing" Module Design and layout improvements in "Read" mode "Warehouse" Module function for the arrangement of incoming goods and materials Automatic calculation of average price, FIFO and LIFO price Possibility for the addition of a mandatory selection of warehouse places when picking goods Possibility for automatic order in case of a drop of quantities below a certain number "Production" Module Services are added in the recipes Option to enter formulas for calculating the quantities involved in the recipes Opportunity for attaching a photo to a support request fig. 2 - new menu  fig. 3 - new menu (record locked) Integrations MailChimp (Mandrill) - Allows sending e-mail messages to a large number of recipients with no worries about entering spam lists Business Intelligence Key indicators for project management (PMi indexes) Cost Performance Index Schedule Performance Index Effort Index Tables next to each graph/chart - the BI module now presents the information in tabular format too Indicators in the main screen of the system Security "Privileges" module - separation of basic and configuration modules Restriction of the data in e-mail templates to the information available in the module that the e-mail is sent from Record locking - prevents the simultaneous recording of a document by two users New functions for automating work processes ManufactureProductLIFO - a production process in which picking goods is organized by a LIFO method ManufactureProductFIFO - a production process in which picking goods is organized by a FIFO method ManufactureProductsAndTransferMaterials - a production process in which