Migration checklist Profit 21

Important canges to existing functionality

 

General   |   CRM   |   In- & OutSite   |   HR/Payroll   |   Finance   |   Order management   |   Construction   |   Flex   |   Projects 

General

PCC

There is no new version of the PCC for Profit 21. The Profit 19 PCC also works in Profit 21.

If you want to use the Capture button in Microsoft Word, Excel, Outlook or PowerPoint, you must at least have PCC version 18.xx. This also applies for capturing by using Windows Explorer.

 

CRM

File item status bar in InSite

You can now give each workflow status its own colour. In InSite and OutSite, the workflow status is shown with a bar in the relevant colour.

During the conversion to Profit 21, the status bar is added to the property page of each file item type in InSite and OutSite. You will not notice anything about this after switching to Profit 21 until you link a colour to each status. The status bar will subsequently be displayed in InSite in relation to all relevant file items.

 

In- & OutSite

 

AFAS version of file pages - Formatting theme components

In the AFAS version of the assessment pages of negative file item types, the following page components 6, 7 and 8 are now also used.

  • Component 6: Warning
  • Component 7: Provides information
  • Component 8: First connecting component

If you are using the AFAS version of these assessment pages, the parts linked to page components 6, 7 and 8 no longer have any formatting (or the formatting you had already set) These parts follow the formatting of the site's theme. Therefore, after switching to Profit 21, you need to edit the theme and set the required formatting in relation to the above page components.

 

HR / Payroll

Change to creating education location

As of Profit 21, it is only possible to create an education location via General / Location / Location. Next, you link this education location to the educational institution.

 

Claim profile - Change to date field

The name of the existing 'Date' field has been changed to Entry date. Use the Entry date field to indicate in which period the claim will be paid.

In addition, there is a new field called Date, this is the date the travel (or other expense) was actually incurred. You must make this field visible yourself in the context of your claim profile.

Timetables with parental leave hours/suspension hours

Existing timetables with parental leave hours and/or suspension hours will be converted to a temporary timetable so that for current parental leave contracts and suspensions, the new alerts will go into effect for temporary job and timetable changes.

 

Trial calculation available in case of change of job

As of Profit 21, the existing Trial calculation option has been added to the As of Profit 21, the existing Trial calculation option has been added to the Job change profile.

Note: 
If you now define a job change by using a timetable change that also includes a trial calculation, change your configuration and use the job change profiles. This prevents that a timetable change is also created without changes in relation to content for each job change
.

Finance


VAT Information Exchange System (VIES) Check

  • Are you creating debtors in InSite? Check whether the new VAT validation page component is at the required location when creating a sales contact.
  • Do you use your own contexts? Make the new VAT validation fields visible.
  • Do you use self-created functions for sales contacts? Authorise the components VAT validation and VAT of sales contacts.

Change contract values

From now on, you can change the value of an existing contract line in the contract's properties. To use the new Change contract value function, you must authorise it. Do not forget to authorise the new Comment field on the contract lines in the contract's properties either.

 

Subscription analysis expired

As of Profit 21, the Subscription analysis (Profit) has been dropped and is no longer selectable when managing analyses.

If you want to continue working with this, you need to make a copy before the switch to Profit 21.

 

Order management

Name change of the field Warning

The field Warning in relation to an order in the properties of a purchasing/sales contact (Payment tab) has been changed to Warning in relation to order/quotation. In fact, the warning also appears when creating a quotation. This also works in imports.

Construction

Configuring the Result outside of purchasing for Project monitoring

The 'Result outside purchasing' field in the project settings (Construction tab) has been renamed to Res. outside purchasing costs.

 

Flex

Cost centre claim

The Cost centre claim field has been moved when creating or changing a placement. In both Profit and InSite, this field is now above the Cost centre sales contact field.

 

StiPP Basic Scheme: week counting set back to weeks worked

As of the 2022 payroll year, the week count for the StiPP Basic Scheme was based on the number of weeks the employment agency contract ran regardless of whether work had been performed in the week in question. This has been reversed. Now the week count for the transition from the basic scheme to the plus scheme is again based on weeks worked. As a result, employees transferred to the Plus scheme too early and paid too high a premium to StiPP. In relation to these employees, you will need to pay a selection of claims again.

The patch for this has already been implemented and previously communicated. It is very likely that you have already paid again. If you have not yet paid again the claims, you can do so now.

Contact fields in Customer agreement import

Due to the expansion of the number of contacts you can link in the customer agreement and placement (Placement contact, Contact signing and Contact claim), the Customer Agreement import has been expanded.

If required, check and change your import.

Delete the job in the item set and new customer agreement

As from Profit 21, Profit links the functions from the item set to the functions in the customer agreement when creating customer agreements.

When removing a function from the item set, the linked function on customer agreements is immediately blocked. This happens without updating or notification and immediately after removing the function on the item set. This synchronisation only works for customer agreements created as from Profit 21.

 

Item set authorisation

The New, Properties and Delete actions of the item set can now be authorised as can the new Copy and Update actions.

If you already had permissions with regard to the item set, they will be converted when you switch to Profit 21.

 

Projects

The Advance invoice field in import project invoices

The import for project invoices (via Projects / Management / Import Project / Invoice) has been extended with the field Advance invoice (header). Are you using this import? Check and change your import definition after the update.

 

Import projects

In the import definition for Projects, there was an unnecessary field with the description False. This field has been deleted. Are you using this import? Check and change your import definition after the update where required. 

 

Plus and advance lines WIP totals

If you want to delete a plus or advance line, you can do so as from Profit 21 through writing off. The line will then change to the new status of Plus line written off (PB) or Advance line written off (VB). Check your analyses and reports and adjust them if required.