Changes for page Stammdaten

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5	5	= General =
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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.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]]).
	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]]).
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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.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.
	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.
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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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62	62	[[image:image-20240610084804-7.png]]
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64	64	[[Documents>>doc:||anchor="HDokumente"]]
65		-)))|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.
	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.
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67	67	The individual functions and management options for Master Data are described below.
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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.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.
	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.
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87	87	== Add Contacts ==
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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.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.
	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.
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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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276	276	== Adding Contracts ==
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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.67.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="HVertrE4ge"]] (//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.67.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.69.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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335	335	= Documents =
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337		-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.
	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.
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339	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="HKontakte"]] //and [[Contracts>>doc:||anchor="HVertrE4ge"]]).