Changes for page Stammdaten

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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.69.ACMP-Solutions.Asset Management.WebHome]]), evaluate user-defined data from a Query ([[Query Management>>doc:ACMP.69.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]]) or link contacts in the Helpdesk ([[Helpdesk>>doc:ACMP.69.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.69.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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25	25	|(((
26	26	[[image:image-20240610084819-8.png]]
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28		-[[Contacts>>doc:||anchor="HKontakte"]]
	28	+[[Contacts>>doc:||anchor="HContacts"]]
29	29	)))|Contacts can store a wide range of contact details and user-defined information about each person. It is also possible to retrieve other Master Data such as //Location//, //Departement// or //Cost Center// from the contacts or to work with the fields. Clients can also be linked to contacts so that a job can be pushed directly through the contact.
30	30	|(((
31	31	[[image:image-20240610084804-2.png]]
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33		-[[Locations>>doc:||anchor="HStandorte"]]
	33	+[[Locations>>doc:||anchor="HLocations"]]
34	34	)))|Location information can be further subdivided into locations themselves, as well as buildings or rooms. Here you can enter specific information about the desired location of the company and possible contacts who work at that location.
35	35	|(((
36	36	[[image:image-20240610084804-3.png]]
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38		-[[Companies>>doc:||anchor="HFirmen"]]
	38	+[[Companies>>doc:||anchor="HCompanies"]]
39	39	)))|Store companies in the Master Data so that you or your colleagues can immediately see whether you are dealing with a supplier, service partner or manufacturer, for example. This allows you to keep track and find the right person to contact.
40	40	|(((
41	41	[[image:image-20240610084804-4.png]]
42	42
43		-[[Departments>>doc:||anchor="HAbteilungen"]]
	43	+[[Departments>>doc:||anchor="HDepartments"]]
44	44	)))|Departments can help you to keep track of your company's individual structures. You can map any department in your company to classify possible contacts and assign cost centers.
45	45	|(((
46	46	(((
47	47	[[image:image-20240610084833-9.png]]
48	48
49		-[[Cost Centers>>doc:||anchor="HKostenstellen"]]
	49	+[[Cost Centers>>doc:||anchor="HCostCenters"]]
50	50	)))
51	51
52	52	(((
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56	56	|(((
57	57	[[image:image-20240610084804-6.png]]
58	58
59		-[[Contracts>>doc:||anchor="HVertrE4ge"]]
	59	+[[Contracts>>doc:||anchor="HContracts"]]
60	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]]
63	63
64		-[[Documents>>doc:||anchor="HDokumente"]]
65		-)))|All document types that you upload via this area will be uploaded to the [[File Repository>>doc:ACMP.69.ACMP-Solutions.System.Verteilte File Repositories.WebHome]]. The documents can be of different types: you can attach a file link, a hyperlink, the metadata of a document or a regular document.
	64	+[[Documents>>doc:||anchor="HDocuments"]]
	65	+)))|All document types that you upload via this area will be uploaded to the [[File Repository>>doc:ACMP.610.ACMP-Solutions.System.Verteilte File Repositories.WebHome]]. The documents can be of different types: you can attach a file link, a hyperlink, the metadata of a document or a regular document.
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67	67	The individual functions and management options for Master Data are described below.
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82	82
83	83	== Manage Contacts ==
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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.69.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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96	96	{{/figureCaption}}
97	97	{{/figure}}
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99		-Continue working through the wizard, optionally adding comments for the contact and entering values for the [[custom fields>>doc:ACMP.69.ACMP-Solutions.System.Einstellungen.Benutzerdefinierte Felder.WebHome]] if you want to use any. You also have the option of linking clients or documents to the contact. To do this, click on the //Next >// button after each page.
	99	+Continue working through the wizard, optionally adding comments for the contact and entering values for the [[custom fields>>doc:ACMP.610.ACMP-Solutions.System.Einstellungen.Benutzerdefinierte Felder.WebHome]] if you want to use any. You also have the option of linking clients or documents to the contact. To do this, click on the //Next >// button after each page.
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101	101	{{aagon.infobox}}
102	102	Client links are generated, among other things, from the query results. This allows you to select all relevant Clients and start a job execution or rollout in the same step.
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275	275
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="HVertrE4ge"]] (//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.69.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HContracts"]] (//System// > //Settings// > //Master// //Data// > //Contracts//).
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280	280	{{aagon.infobox}}
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.69.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HVertrE4ge"]].
	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"]].
282	282	{{/aagon.infobox}}
283	283
284	284	Click //Next >// to go to the next pages.
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334	334
335	335	= Documents =
336	336
337		-The documents are also retrieved via the Master Data. All document types that you upload are loaded into the [[File Repository>>doc:ACMP.69.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.
	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	339	|(% style="width:242px" %)**Location in the ACMP Console**|(% style="width:1122px" %)**Description**
340		-|Master Data|(% style="width:1122px" %)You can link the documents directly to other Master Data (//[[Contacts>>doc:||anchor="HKontakte"]] //and [[Contracts>>doc:||anchor="HVertrE4ge"]]).
	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.
343	343	|License Management|Documents can be stored within License Management.
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388	388
389	389	== Adding documents ==
390	390
391		-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.
	391	+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.
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393	393	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.
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