Changes for page Stammdaten

Last modified by Sabrina V. on 2024/10/14 08:35

From version 2.1

edited by Sabrina V.
on 2024/10/14 08:35

Change comment: Renamed from xwiki:ACMP.67.First Steps im ACMP.Aufbau der Console.Ribbonleiste.Stammdaten.WebHome

To version 1.1

edited by jklein
on 2024/08/13 08:28

Change comment: Imported from XAR

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--XWiki.SV
++XWiki.jklein

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  = General =
--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.67.ACMP-Solutions.Asset Management.WebHome]]), evaluate user-defined data from a Query ([[Query Management>>doc:ACMP.67.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]]) or link contacts in the Helpdesk ([[Helpdesk>>doc:ACMP.67.ACMP-Solutions.Helpdesk.WebHome]]).
++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.66.ACMP-Solutions.Asset Management.WebHome]]), evaluate user-defined data from a Query ([[Query Management>>doc:ACMP.66.ACMP-Solutions.Client-Management.Abfrageverwaltung.WebHome]]) or link contacts in the Helpdesk ([[Helpdesk>>doc:ACMP.66.ACMP-Solutions.Helpdesk.WebHome]]).
--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.67.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.
++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.66.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.
  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).
  {{figure}}
--[[image:66_Stammdaten_Übersicht der Stammdaten in der Ribbonleiste_546.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Übersicht der Stammdaten in der Ribbonleiste_546.png]]
  {{figureCaption}}
  Overview of Master Data
@@ -62,7 +62,7 @@
  [[image:image-20240610084804-7.png]]
  [[Documents>>doc:||anchor="HDokumente"]]
--)))|All document types that you upload via this area will be uploaded to the [[File Repository>>doc:ACMP.67.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.
++)))|All document types that you upload via this area will be uploaded to the [[File Repository>>doc:ACMP.66.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.
  The individual functions and management options for Master Data are described below.
@@ -71,7 +71,8 @@
  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.
  {{figure}}
--[[image:66_Stammdaten_Kontakte Übersicht_998.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Kontakte Übersicht_998.png]]
  {{figureCaption}}
  Overview of Contacts
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  == Manage Contacts ==
--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.67.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.
++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.66.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.
  == Add Contacts ==
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  Click //Add Contact //([[image:image-20240610085145-22.png||height="18" width="18"]]) in the toolbar that opens. A multi-page wizard will open, guiding you step by step through the creation of a new contact. In the first few pages, enter all the contact-related information about the person. This includes personal details as well as company details such as address and email. At the bottom of the wizard, select any existing Master Data you want to associate with this contact. You can edit and delete existing Master Data records or add new ones. Then click //Next >//.
  {{figure}}
--[[image:66_Stammdaten_Kontakte hinzufügen Wizard Kontaktdetails_786.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Kontakte hinzufügen Wizard Kontaktdetails_786.png]]
  {{figureCaption}}
  Adding Contacts
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  {{/figureCaption}}
  {{/figure}}
--Continue working through the wizard, optionally adding comments for the contact and entering values for the [[custom fields>>doc:ACMP.67.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.
++Continue working through the wizard, optionally adding comments for the contact and entering values for the [[custom fields>>doc:ACMP.66.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.
  {{aagon.infobox}}
  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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  {{/aagon.infobox}}
  {{figure}}
--[[image:66_Stammdaten_Standorte Übersicht_779.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Standorte Übersicht_779.png]]
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  Overview of Locations
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  |(% style="width:136px" %)Room|(% style="width:627px" %)You can only subordinate subsequent rooms to a room.
  {{figure}}
--[[image:66_Stammdaten_Standorte hinzufügen_759.png||data-xwiki-image-style-alignment="center"]]
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++[[image:66_Stammdaten_Standorte hinzufügen_759.png]]
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  Add Locations
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  For example, you can use the //Companies// Master Data area to clearly classify external companies and keep track of potential vendors or manufacturers. You can assign the type //Vendor//, //Service Partner// or //Manufacturer// to each company and link possible members or contacts. To do this, access the area from the ribbon bar (//Master Data// > //Companies//). A new window will open with a list of companies already created on the left and a detailed view of a selected company on the right.
  {{figure}}
--[[image:66_Stammdaten_Firmen Übersicht_800.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Firmen Übersicht_800.png]]
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  Overview of Companies
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  Click //Add Company //([[image:image-20240610092333-40.png||height="19" width="18"]]) in the open toolbar. A multi-page wizard will open, guiding you step-by-step through the process of creating a new company. On the first page, enter the company name and a customer number if one already exists. Optionally, you can also enter a description, for example, what the company manufactures or sells. Click //Next// >.
  {{figure}}
--[[image:66_Stammdaten_Firma hinzufügen_672.png||data-xwiki-image-style-alignment="center"]]
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++[[image:66_Stammdaten_Firma hinzufügen_672.png]]
  {{figureCaption}}
  Add Company
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  Departments can help you organise your company and create departmental structures. You can create as many departments as you like and link them to employees and contacts. You can also assign further areas of the master data to the departments, for example if you want to distribute certain cost centers. To do this, first access the departments (//Master Data// > //Departments//).
  {{figure}}
--[[image:66_Stammdaten_Abteilungen Übersicht_858.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Abteilungen Übersicht_858.png]]
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  Overview of Departments
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  To add a new department to the list, click //Add Department //([[image:image-20240610092733-47.png||height="18" width="18"]]) in the open toolbar. A wizard will open asking you to enter some general information. Select an output directory where the department will be created. If you want the output directory to be a different one, click the //Select// button// //([[image:image-20240610092733-48.png]]). Browse to the required directory or tick the //Add folder to root level //option if you want to set the department independently. Confirm your output directory by pressing //Select//. Then use the wizard to give the department a name and optionally enter a description. Click //Next >// to continue.
  {{figure}}
--[[image:66_Stammdaten_Abteilung hinzufügen_760.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Abteilung hinzufügen_760.png]]
  {{figureCaption}}
  Add Departments
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  Cost Centers help you to allocate individual costs and services to the relevant departments or areas, exactly where they occur in your organisation. This allows you to document the exact billing of items, with possible contacts directly linked. This means that the appropriate contacts and responsibilities are stored in the Cost Centers. To do this, access the area from the ribbon bar (//Master Data// > //Cost Centers//). In the window that opens, you will find the toolbar at the top, a list of Cost Centers already created on the left, and a detailed view of these Cost Centers on the right.
  {{figure}}
--[[image:66_Stammdaten_Kostenstellen Übersicht_735.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Kostenstellen Übersicht_735.png]]
  {{figureCaption}}
  Overview of Cost Centers
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  In the toolbar, navigate to the //Add Cost Center //([[image:Kostenstelle hinzufügen.png||height="18" width="18"]]) action field.//  //In the wizard that opens, first specify the output directory in the General Information section. If the correct directory is not displayed, click the //Select //button ([[image:image-20240610093718-56.png]]). Browse to the required directory or tick the //Add folder to root level //option if you want to create the account independently of existing directories. Then enter a name and abbreviation for the account. Optionally, you can also enter a description before clicking //Next >//.
  {{figure}}
--[[image:66_Stammdaten_Kostenstelle hinzufügen_783.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Kostenstelle hinzufügen_783.png]]
  {{figureCaption}}
  Add Cost Centers
@@ -262,7 +262,8 @@
  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.
  {{figure}}
--[[image:66_Stammdaten_Verträge Übersicht_992.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Verträge Übersicht_992.png]]
  {{figureCaption}}
  Overview of Contracts
@@ -275,16 +275,17 @@
  == 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.67.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.66.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HVertrE4ge"]] (//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.67.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HVertrE4ge"]].
++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.66.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HVertrE4ge"]].
  {{/aagon.infobox}}
  Click //Next >// to go to the next pages.
  {{figure}}
--[[image:66_Stammdaten_Verträge hinzufügen_666.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Verträge hinzufügen_666.png]]
  {{figureCaption}}
  General Contract information
@@ -294,7 +294,8 @@
  Select the relevant contract parties. To do this, click on the two action buttons //Contractual partner (external) //and //Contractual partner (internal)//, select an entry from the list of companies that opens and enter a company. If you have accidentally selected the wrong company, you can deselect it by clicking the //Deselect All// button. Add a Beneficiary ([[image:Vertragsbegünstigte Icon.png||height="17" width="18"]]) and the Master Data selection will open allowing you to choose between //Contacts//, //Companies//, //Cost// //Centers//, //Departments //and //Locations//. Select the required entry, click //OK// and the window will close. To remove the entry, click on the //Delete link //([[image:Entfernen Icon.png||height="18" width="18"]]). Complete the contact details by entering possible contact persons and their responsibilities for the contract ([[image:image-20240610094508-69.png]]). Confirm the details and click //Next >//.
  {{figure}}
--[[image:66_Stammdaten_Vertrag hinzufügen Zugehörige Parteien_703.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Vertrag hinzufügen Zugehörige Parteien_703.png]]
  {{figureCaption}}
  Associated parties of the Contract
@@ -304,7 +304,8 @@
  The modalities you can specify on the following pages give the details of the contract. First, enter the start date and duration of the contract. The duration can be specified in days, weeks, months or years. The default setting is years. The expiry date will be calculated automatically based on your entries. Next, specify whether the contract can be cancelled. Select the //Terminable// checkbox and specify the cancellation details, such as the cancellation period or the next possible expiry date. If the contract has already been cancelled, you must select the //Is terminated //checkbox and enter the date and any cancellation reason. You can use the modalities to automatically renew the contract. To do this, tick the //Automate extension// box and enter a period. Proceed by clicking //Next >//.
  {{figure}}
--[[image:66_Stammdaten_Vertragsmodalitäten_716.png||data-xwiki-image-style-alignment="center"]]
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++[[image:66_Stammdaten_Vertragsmodalitäten_716.png]]
  {{figureCaption}}
  Modalities
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  The contract is then added to the list and displayed with its details.
  {{figure}}
--[[image:66_Stammdaten_Übersicht der Verträge_977.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Übersicht der Verträge_977.png]]
  {{figureCaption}}
  Added Contract
@@ -334,7 +334,7 @@
  = Documents =
--The documents are also retrieved via the Master Data. All document types that you upload are loaded into the [[File Repository>>doc:ACMP.67.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.
++The documents are also retrieved via the Master Data. All document types that you upload are loaded into the [[File Repository>>doc:ACMP.66.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"]]).
@@ -344,7 +344,8 @@
  |Asset Management|Important documents can be linked directly in Asset Management when creating an Asset. This gives you direct access to purchase contracts, for example.
  {{figure}}
--[[image:66_Stammdaten_Dokumenten Übersicht_1084.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Dokumenten Übersicht_1084.png]]
  {{figureCaption}}
  Overview of Documents
@@ -370,7 +370,7 @@
  )))|There is an additional field where you must enter a URL link to the document. Entering a hyperlink is one of the mandatory fields.
  |[[image:Mehrere Dokumente hinzufügen.png]] Add multiple Documents|Upload multiple digital documents at once and edit them directly from the Console.|If you upload multiple files in one step and check a box in the wizard, you will change all the information for all the documents. Only the information you do not change in the input mask remains individual. This allows you, for example, to assign the same file type to a large collection of files without having to change the name or location of each file.
--If you want to change the properties of existing documents (such as the name, document type or location), you can edit them ([[image:image-20240610095418-79.png||height="19" width="18"]]). To change the contents of a document, use the// Open //([[image:image-20240610095418-80.png||height="19" width="18"]]) button. This locks the selected document and opens it for editing. The purpose of locking is to ensure that no other users can access the document at the same time while changes are being made.
++If you want to change the properties of existing documents (such as the name, document type or location), you can edit them ([[image:image-20240610095418-79.png||height="19" width="18"]]). To change the contents of a document, use the// Open //([[image:image-20240610095418-80.png||height="19" width="18"]]) button. This locks the selected document and opens it for editing. The purpose of locking is to ensure that no other users can access the document at the same time while changes are being made.
  {{aagon.infobox}}
  Please note that depending on the extension of the file name, the documents will be launched with the appropriate standard system applications.
@@ -397,7 +397,8 @@
  {{/aagon.infobox}}
  {{figure}}
--[[image:66_Stammdaten_Dokumente hinzufügen_767.png||data-xwiki-image-style-alignment="center"]]
++(% style="text-align:center" %)
++[[image:66_Stammdaten_Dokumente hinzufügen_767.png]]
  {{figureCaption}}
  Adding Document