Changes for page Stammdaten

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• Page properties (1 modified, 0 added, 0 removed)

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4	4
5	5	= General =
6	6
7		-Master Data is the basic information on company-specific details and individual address and contact data that you can store in ACMP. Master Data is required in various areas for working with ACMP - regardless of whether you want to define the location in a company of an Asset ([[Asset Management>>doc:ACMP.610.ACMP-Solutions.Asset Management.WebHome]]), evaluate user-defined data from a Query ([[Query Management>>doc:ACMP.610.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]]) or link contacts in the Helpdesk ([[Helpdesk>>doc:ACMP.610.ACMP-Solutions.Helpdesk.WebHome]]).
	7	+Master Data is the basic information on company-specific details and individual address and contact data that you can store in acmp. Master Data is required in various areas for working with acmp - regardless of whether you want to define the location in a company of an Asset ([[Asset Management>>doc:ACMP.610.ACMP-Solutions.Asset Management.WebHome]]), evaluate user-defined data from a Query ([[Query Management>>doc:ACMP.610.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]]) or link contacts in the Helpdesk ([[Helpdesk>>doc:ACMP.610.ACMP-Solutions.Helpdesk.WebHome]]).
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9		-Master Data can be accessed at any time from anywhere on the ribbon bar under the //Master Data// tab. Master Data customisations are applied system-wide and are updated whenever changes are made. If you also use the [[ACMP App>>doc:ACMP.610.ACMP installieren.ACMP App installieren.WebHome]], the corresponding entries are also displayed and can be used there. The individual areas are divided into the respective sections: Contacts, Locations, Companies, Departments, Cost Centers and Contracts. Documents can be uploaded and managed.
	9	+Master Data can be accessed at any time from anywhere on the ribbon bar under the //Master Data// tab. Master Data customisations are applied system-wide and are updated whenever changes are made. If you also use the [[acmp App>>doc:ACMP.610.ACMP installieren.ACMP App installieren.WebHome]], the corresponding entries are also displayed and can be used there. The individual areas are divided into the respective sections: Contacts, Locations, Companies, Departments, Cost Centers and Contracts. Documents can be uploaded and managed.
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11	11	Much of the Master Data is dynamically linked, so you can always refer back to existing data. For example: Not only can you assign different departments to a location and redistribute them to cost centers, but you can also specify the contacts who work there and have potential contracts with other companies (service partners or manufacturers).
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57	57	[[image:image-20240610084804-6.png]]
58	58
59	59	[[Contracts>>doc:||anchor="HContracts"]]
60		-)))|Contracts help you to store important documents centrally in the ACMP Console, which you and your staff can access. This also ensures that important deadlines/dates are met and contact persons are named to ensure they can be contacted quickly.
	60	+)))|Contracts help you to store important documents centrally in the acmp Console, which you and your staff can access. This also ensures that important deadlines/dates are met and contact persons are named to ensure they can be contacted quickly.
61	61	|(((
62	62	[[image:image-20240610084804-7.png]]
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68	68
69	69	= Contacts =
70	70
71		-In many areas of the ACMP Console you will need Contacts to store user-specific information about individual persons. To do this, open the tab //Master Data// > //Contacts// in the ribbon bar. A new window will open showing all actions in the toolbar and all available Contacts: All existing contacts (manually added ([[image:Manuell hinzugefügte Kontakte Icon.png]]) and imported ([[image:image-20240610084927-11.png]]) or via the AD import of the User Manager ([[image:AD Import der Benutzerverwaltung Icon.png||alt="image-20240610084927-12.png"]]) or via the AD User Connector (SICS) ([[image:grafik.png]])) are displayed on the left side. The view of the contact details of the person opened is on the right.
	71	+In many areas of the acmp Console you will need Contacts to store user-specific information about individual persons. To do this, open the tab //Master Data// > //Contacts// in the ribbon bar. A new window will open showing all actions in the toolbar and all available Contacts: All existing contacts (manually added ([[image:Manuell hinzugefügte Kontakte Icon.png]]) and imported ([[image:image-20240610084927-11.png]]) or via the AD import of the User Manager ([[image:AD Import der Benutzerverwaltung Icon.png||alt="image-20240610084927-12.png"]]) or via the AD User Connector (SICS) ([[image:grafik.png]])) are displayed on the left side. The view of the contact details of the person opened is on the right.
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73	73	{{figure}}
74	74	[[image:66_Stammdaten_Kontakte Übersicht_998.png||data-xwiki-image-style-alignment="center"]]
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78	78	{{/figureCaption}}
79	79	{{/figure}}
80	80
81		-During the initial installation, a contact is already created for you (ADMINISTRATOR), which you cannot delete as it is the primary user of the ACMP Console.
	81	+During the initial installation, a contact is already created for you (ADMINISTRATOR), which you cannot delete as it is the primary user of the acmp Console.
82	82
83	83	== Manage Contacts ==
84	84
85		-As in many other areas of the ACMP Console, you have a number of options for managing contacts. You can add new contacts ([[image:image-20240610085050-14.png||height="18" width="18"]]), edit existing ones ([[image:Kontakte bearbeiten.png||height="18" width="18"]]), delete ([[image:Kontakte löschen.png||alt="grafik.png" height="18" width="18"]]) or duplicate ([[image:image-20240610085050-17.png||height="18" width="18"]]). If a phone number is stored for an existing contact, you can also call it directly from the Console ([[image:Kontakt anrufen.png||alt="grafik.png" height="18" width="18"]]). Make sure that [[ACMP Notifier>>doc:ACMP.610.ACMP-Solutions.Helpdesk.Notifier.WebHome]] iis installed and running, otherwise this function will not work. If the contact has more than one phone number (e.g. company phone and mobile phone), a dialogue will open in which you can select the number to be dialled. To import Contacts, click on //Import //([[image:grafik.png]]) and upload a CSV file in the wizard. You can use the ([[image:image-20240610085050-20.png||height="20" width="32"]]) function to change the Self Service password for a selected contact. Refresh ([[image:image-20240610085050-21.png]]) your settings if you have made changes to the Contacts.
	85	+As in many other areas of the acmp Console, you have a number of options for managing contacts. You can add new contacts ([[image:image-20240610085050-14.png||height="18" width="18"]]), edit existing ones ([[image:Kontakte bearbeiten.png||height="18" width="18"]]), delete ([[image:Kontakte löschen.png||alt="grafik.png" height="18" width="18"]]) or duplicate ([[image:image-20240610085050-17.png||height="18" width="18"]]). If a phone number is stored for an existing contact, you can also call it directly from the Console ([[image:Kontakt anrufen.png||alt="grafik.png" height="18" width="18"]]). Make sure that [[acmp Notifier>>doc:ACMP.610.ACMP-Solutions.Helpdesk.Notifier.WebHome]] iis installed and running, otherwise this function will not work. If the contact has more than one phone number (e.g. company phone and mobile phone), a dialogue will open in which you can select the number to be dialled. To import Contacts, click on //Import //([[image:grafik.png]]) and upload a CSV file in the wizard. You can use the ([[image:image-20240610085050-20.png||height="20" width="32"]]) function to change the Self Service password for a selected contact. Refresh ([[image:image-20240610085050-21.png]]) your settings if you have made changes to the Contacts.
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87	87	== Add Contacts ==
88	88
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174	174
175	175	== Manage Companies ==
176	176
177		-The toolbar provides you with various actions to manage the companies. Simply create a new company in the ACMP Console by clicking on //Add company //([[image:image-20240610092244-34.png||height="19" width="18"]]). If changes need to be made, you can edit ([[image:image-20240610092244-35.png||height="19" width="18"]]) or delete([[image:image-20240610092244-36.png||height="19" width="18"]]) the entry. You can use the //Import //([[image:image-20240610092244-37.png||height="18" width="18"]]) button to upload a CSV file via the wizard to add new companies to your Master Data. Refresh ([[image:image-20240610092244-38.png]]) your view if you have made any changes. If you wish to import //Software Catalogue //([[image:Hersteller aus Softwarekatalog importieren Icon.png||alt="grafik.png"]]), you can choose between the DNA and DNA2 catalogues. In this case, the software publishers read from the Licence Management will be created as companies.
	177	+The toolbar provides you with various actions to manage the companies. Simply create a new company in the acmp Console by clicking on //Add company //([[image:image-20240610092244-34.png||height="19" width="18"]]). If changes need to be made, you can edit ([[image:image-20240610092244-35.png||height="19" width="18"]]) or delete([[image:image-20240610092244-36.png||height="19" width="18"]]) the entry. You can use the //Import //([[image:image-20240610092244-37.png||height="18" width="18"]]) button to upload a CSV file via the wizard to add new companies to your Master Data. Refresh ([[image:image-20240610092244-38.png]]) your view if you have made any changes. If you wish to import //Software Catalogue //([[image:Hersteller aus Softwarekatalog importieren Icon.png||alt="grafik.png"]]), you can choose between the DNA and DNA2 catalogues. In this case, the software publishers read from the Licence Management will be created as companies.
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179	179	== Add Companies ==
180	180
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259	259
260	260	= Contracts =
261	261
262		-You can enter various details within contracts and thus save them centrally for your work and call them up from the Master Data at any time. Contracts are important documents that you store in the ACMP Console and customize according to the respective modalities. You can also control access for other employees. Contracts contain a wide range of info: Among other things, specify who the contractual partner is, which contact persons belong to the respective contract, what duration has been recorded and what conditions there are for a possible cancellation. You can store this and continuing info in the contracts as required and retrieve it at a later date if you want to open or correct the details.
	262	+You can enter various details within contracts and thus save them centrally for your work and call them up from the Master Data at any time. Contracts are important documents that you store in the acmp Console and customize according to the respective modalities. You can also control access for other employees. Contracts contain a wide range of info: Among other things, specify who the contractual partner is, which contact persons belong to the respective contract, what duration has been recorded and what conditions there are for a possible cancellation. You can store this and continuing info in the contracts as required and retrieve it at a later date if you want to open or correct the details.
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264	264	{{figure}}
265	265	[[image:66_Stammdaten_Verträge Übersicht_992.png||data-xwiki-image-style-alignment="center"]]
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271	271
272	272	== Manage Contracts ==
273	273
274		-Manage your collected Contracts using the toolbar, which opens once you have opened the contracts (% id="cke_bm_154941S" style="display:none" %) (%%)([[image:image-20240610094229-58.png||height="22" width="18"]]) in the Ribbon. Add a new contract by clicking Add ([[image:Verträge hinzufügen.png||height="20" width="18"]]), edit an existing contract (% id="cke_bm_155416S" style="display:none" %) (%%)([[image:image-20240610094229-60.png||height="20" width="18"]]) or delete a contract (% id="cke_bm_155515S" style="display:none" %) (%%)([[image:image-20240610094229-61.png||height="20" width="18"]]). If you want to duplicate an existing contract, because you only want to change some details in an existing contract, use the //Duplicate Contract// function of the same name (% id="cke_bm_155614S" style="display:none" %) (%%)([[image:Verträge duplizieren.png||height="19" width="18"]]). Refresh (% id="cke_bm_155938S" style="display:none" %) (%%)([[image:Refresh Icon.png]]) the view after customising and, if necessary, import external contracts (% id="cke_bm_156127S" style="display:none" %) (%%)([[image:image-20240610094229-64.png||height="18" width="18"]]) if they are available as CSV files and have not yet been saved in the ACMP Console.
	274	+Manage your collected Contracts using the toolbar, which opens once you have opened the contracts (% id="cke_bm_154941S" style="display:none" %) (%%)([[image:image-20240610094229-58.png||height="22" width="18"]]) in the Ribbon. Add a new contract by clicking Add ([[image:Verträge hinzufügen.png||height="20" width="18"]]), edit an existing contract (% id="cke_bm_155416S" style="display:none" %) (%%)([[image:image-20240610094229-60.png||height="20" width="18"]]) or delete a contract (% id="cke_bm_155515S" style="display:none" %) (%%)([[image:image-20240610094229-61.png||height="20" width="18"]]). If you want to duplicate an existing contract, because you only want to change some details in an existing contract, use the //Duplicate Contract// function of the same name (% id="cke_bm_155614S" style="display:none" %) (%%)([[image:Verträge duplizieren.png||height="19" width="18"]]). Refresh (% id="cke_bm_155938S" style="display:none" %) (%%)([[image:Refresh Icon.png]]) the view after customising and, if necessary, import external contracts (% id="cke_bm_156127S" style="display:none" %) (%%)([[image:image-20240610094229-64.png||height="18" width="18"]]) if they are available as CSV files and have not yet been saved in the acmp Console.
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276	276	== Adding Contracts ==
277	277
278		-Click //Add Contract //([[image:Verträge hinzufügen.png||height="20" width="18"]]) in the toolbar. A multi-page wizard will open, asking you to enter general contract information. Use the //Select// button// //([[image:image-20240610094346-66.png]]) to change the default output directory if it is incorrect. To do this, browse to the required directory and check //Add folder to root level //option if you want to create the contract independently of existing directories. Then enter a name for the contract, an optional description and a possible contract number if one already exists. The Status field allows you to specify whether the contract is //Active// or //Inactive//. If you are adding a contract for the first time, the //No Contract type selected //will be selected. The entries for this field must be inserted individually via the [[settings>>doc:ACMP.69.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HContracts"]] (//System// > //Settings// > //Master// //Data// > //Contracts//).
	278	+Click //Add Contract //([[image:Verträge hinzufügen.png||height="20" width="18"]]) in the toolbar. A multi-page wizard will open, asking you to enter general contract information. Use the //Select// button// //([[image:image-20240610094346-66.png]]) to change the default output directory if it is incorrect. To do this, browse to the required directory and check //Add folder to root level //option if you want to create the contract independently of existing directories. Then enter a name for the contract, an optional description and a possible contract number if one already exists. The Status field allows you to specify whether the contract is //Active// or //Inactive//. If you are adding a contract for the first time, the //No Contract type selected //will be selected. The entries for this field must be inserted individually via the [[settings>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HContracts"]] (//System// > //Settings// > //Master// //Data// > //Contracts//).
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280	280	{{aagon.infobox}}
281	281	You can use the different contract types to organise and structure your entries. For example, you could create the following types: //Purchase contract//, //Rental// //agreement//, //Service contract //or //Software assurance//. Add as many additional contract types for your work as you like using the [[settings>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HVertrE4ge"]].
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314	314	On the next wizard page, define possible relationships. To do this, use the //Add Relation// button// //([[image:image-20240610094753-70.png||height="19" width="18"]]) to add successive contracts. A new window will open in which you can define the contracts as either a succeeding or preceding contract and these will be entered as the relation type.
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316	316	{{aagon.infobox}}
317		-Please note that a subsequent or previous contract must be entered in ACMP beforehand. Otherwise, it will not be possible to link a relation to the respective contract and you will have to repeat this step after creating the new contract.
	317	+Please note that a subsequent or previous contract must be entered in acmp beforehand. Otherwise, it will not be possible to link a relation to the respective contract and you will have to repeat this step after creating the new contract.
318	318	{{/aagon.infobox}}
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320	320	Select the desired contract, click on //Select// and you will be returned to the original page. If you wish to cancel a relationship, click on the corresponding entry and press the [[image:image-20240610094815-71.png||height="19" width="18"]] button.
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337	337	The documents are also retrieved via the Master Data. All document types that you upload are loaded into the [[File Repository>>doc:ACMP.610.ACMP-Solutions.System.Verteilte File Repositories.WebHome]] and can be of very different types: you can upload pure documents (e.g. in the .pdf, .doc, .csv etc. formats), as well as hyperlinks, metadata of a document or a file link.
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339		-|(% style="width:242px" %)**Location in the ACMP Console**|(% style="width:1122px" %)**Description**
	339	+|(% style="width:242px" %)**Location in the acmp Console**|(% style="width:1122px" %)**Description**
340	340	|Master Data|(% style="width:1122px" %)You can link the documents directly to other Master Data (//[[Contacts>>doc:||anchor="HContacts"]] //and [[Contracts>>doc:||anchor="HContracts"]]).
341	341	|Knowledge Base (Helpdesk)|Important or required documents can be stored in the articles.
342	342	|Query Management|In an open query, you can link documents either from the //System// Actions field in the ribbon bar or from the context menu of selected Clients.
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360	360	|**Document type**|**Description**|**Special feature**
361	361	|[[image:image-20240610095259-74.png]] Add Document|This option allows you to add all the documents you have in a digital version and in the most common file formats and edit them directly from the console. You can also specify the storage location, document type and document version, and add category days to help you find the uploaded document more quickly.|None
362		-|[[image:Dokumenten-Dateiverknüpfung hinzufügen.png]]Add Document File Link|All documents that you have in a digital version and in the common file formats can be added using this option and edited directly from the Console. You can also specify the storage location, the document type and a document version and add category days to find the uploaded document more quickly.|A document file link cannot be edited from within ACMP. Customisations to the original file, on the other hand, can be called up directly after memory of the document.
363		-|[[image:Nur Metadaten eines Dokuments hinzufügen.png]] Add Document Meta Data only|This option is used to store the metadata of a document. In this case, metadata includes, for example, the name, type or storage location of the document. Store this and continuing info and add category days.|Adding metadata to a document allows you to manage documents that you do not have in digital form. The document cannot be edited or viewed in ACMP. Adding metadata to a document allows you to manage documents that you do not have in digital form. The document cannot be edited or viewed in ACMP.
	362	+|[[image:Dokumenten-Dateiverknüpfung hinzufügen.png]]Add Document File Link|All documents that you have in a digital version and in the common file formats can be added using this option and edited directly from the Console. You can also specify the storage location, the document type and a document version and add category days to find the uploaded document more quickly.|A document file link cannot be edited from within acmp. Customisations to the original file, on the other hand, can be called up directly after memory of the document.
	363	+|[[image:Nur Metadaten eines Dokuments hinzufügen.png]] Add Document Meta Data only|This option is used to store the metadata of a document. In this case, metadata includes, for example, the name, type or storage location of the document. Store this and continuing info and add category days.|Adding metadata to a document allows you to manage documents that you do not have in digital form. The document cannot be edited or viewed in acmp. Adding metadata to a document allows you to manage documents that you do not have in digital form. The document cannot be edited or viewed in acmp.
364	364	|[[image:image-20240610095259-77.png]] Add Document Hyperlink|(((
365	365	Select this option if you want to link documents from a web server.
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