Changes for page Stammdaten

Last modified by Sabrina V. on 2026/08/10 09:26

From 4.1 to 5.1

From version 5.1

edited by Sabrina V.
on 2026/08/10 09:23

Change comment: There is no comment for this version

To version 6.1

edited by Sabrina V.
on 2026/08/10 09:26

Change comment: There is no comment for this version

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@@ -275,7 +275,7 @@
  == Adding Contracts ==
--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="HVertrE4ge"]] (//System// > //Settings// > //Master// //Data// > //Contracts//).
++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//).
  {{aagon.infobox}}
  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"]].
@@ -337,7 +337,7 @@
  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.
  |(% style="width:242px" %)**Location in the ACMP Console**|(% style="width:1122px" %)**Description**
--|Master Data|(% style="width:1122px" %)You can link the documents directly to other Master Data (//[[Contacts>>doc:||anchor="HKontakte"]] //and [[Contracts>>doc:||anchor="HVertrE4ge"]]).
++|Master Data|(% style="width:1122px" %)You can link the documents directly to other Master Data (//[[Contacts>>doc:||anchor="HContacts"]] //and [[Contracts>>doc:||anchor="HContracts"]]).
  |Knowledge Base (Helpdesk)|Important or required documents can be stored in the articles.
  |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.
  |License Management|Documents can be stored within License Management.
@@ -388,7 +388,7 @@
  == Adding documents ==
--As described in the previous section, [[Managing Documents and Document Types>>doc:||anchor="HDokumenteverwaltenundDokumententypen"]] there are several options from which you can select and define the type of document you want to create. Regardless of the document type, the rest of the process is similar, as all types ask for the same information and only minor details need to be adapted (e.g. a URL path needs to be inserted for the //Add Document Hyperlink type//). A one-oage wizard will open, where the fields that need to be filled in are highlighted in yellow. The following example of //adding a document //will show you how to proceed.
++As described in the previous section, [[Managing Documents and Document Types>>doc:||anchor="HManagingDocumentsandDocumentTypes"]] there are several options from which you can select and define the type of document you want to create. Regardless of the document type, the rest of the process is similar, as all types ask for the same information and only minor details need to be adapted (e.g. a URL path needs to be inserted for the //Add Document Hyperlink type//). A one-oage wizard will open, where the fields that need to be filled in are highlighted in yellow. The following example of //adding a document //will show you how to proceed.
  To add a new document, you must first click //Add// // //([[image:image-20240610095639-89.png||height="18" width="23"]] )in the toolbar of the open window. To do this, click on the first item //Add Document //([[image:Dokument hinzufügen.png||height="22" width="18"]]) and a wizard will open. Select the file ([[image:image-20240610095639-91.png]]), you wish to upload and double-click to upload it from your computer. The //Name// and //Filename// fields are dynamically generated from the file name, but can be customised. Select a document type from the drop-down list to make it easier to define. Then specify a location and a version of the document. Use the Tags category or create your own tags to make it easier to find the document. To do this, tick the box in the  //Category tags// area or write your own tags in the box below.