Migration checklist

Important changes to existing functionality

 

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General

PCC

There is no new version of the PCC for Profit 3. So the PCC of Profit 1 also applies to Profit 3. Older versions of the PCC can no longer be used.

You download the PCC through InSite or Profit, or through the AFAS Customer Portal. If you are allowed to do your own installations/changes on your PC, you can update the PCC yourself.

 

Collectively delete action no longer visible

The Collectively delete action is no longer visible in Profit. Use of the feature resulted in challenges in the situation after deletion. The action may still be accessible through the consultation code.

Below you can see the menu items where the action is no longer visible:

  • Subscriptions / Invoicing / Invoices
  • CRM / Course management / Invoicing / Invoices
  • Projects / Invoicing / Invoices
  • Projects / Invoicing  / Intercompany / Intercompany invoices
  • Order management / Sales process / Basic sales order / Sales quotation / Sales order / Packing slip/ Counter/direct invoice / Invoice
  • Order management / Production / Production order / Production slip
  • Order management / Purchase process / Basic puchase order / Purchase request / Purchase quotation / Purchase order / Receipt/invoice
  • Order management / Intercompany / Intercompany invoices
  • Autorisation tool with regard to all the menu items above

Accountancy involves:

  • Hours/claims / invoices
  • Hours/claims / Subscription invoices

This has been patched on Profit 2. 

 

 

APIs / connectors action list

Do you use APIs to integrate with Profit? Then check out the differences list on our API Help. Don't forget to also check the release notes for Profit 3.

 

Outgoing email and reading e-invoices via Gmail changed

GGoogle will end support for sending outgoing email via Gmail based on username + password on 30 September 2024. E-invoice reading via this method will then also be withdrawn.
Until 30 September, you can continue to use Gmail based on username + password. It is recommended to switch to another method such as a Google app password or a Google service account key well before that date. 

Operation of workflow condition without filter changed

It is possible to create a workflow condition without a filter. We found that in some situations the condition is met and in other situations it is not. This has been the case since Profit 1. This inconsistent behaviour is only visible when the workflow is actually executed in InSite, OutSite or Pocket. When testing a workflow (this is new in Profit 3), the inconsistent behaviour does not occur.

From Profit 3 onwards, a condition will always be met if it has no filters. If you have a workflow condition without filters, check its operation after the transition to Profit 3.

 

HR/Payroll

Position management

In Profit 3, adding a new position has been optimised in InSite. For this, there are a number of concerns.

 

UpdateConnector KnEmployee

Because of a change in the handling of periodicals in KnEmployee, the object 'AfasPeriodiek' has been added. This object will replace the periodicals fields in the 'AfasContract'object as fromProfit 4.

 

Finance

New fields in Contract management

In Contract management, a new method for calculating obligations from a contract has been added to the contract lines, namely based on invoice value of the supplier cycle.

The following new fields have been added for this purpose:

  • Contract value based on
  • Invoice value period
  • Prorated period start
  • Prorated period end

For the conversion of existing contract lines, the value of the Contract value field is set to Contract value by default, so nothing changes about the current contracts.

The new fields have been added to the import definition and UpdateConnector Contracten (FiContract). We cannot do a conversion for this. Your application manager will need to update existing import definitions or the UpdateConnector for contracts. 

 

Prorated VAT optimisation (Healthcare, Education and (Semi)Government)

Prorated VAT has been optimised. If you use prorated VAT and have linked it to an allocation code (cost centre), it will be converted. Advice: check the percentage to be sure.

 

Projects

Adjust page in InSite by project group/team role

Project pages for consulting a project in InSite can be team role- or project group-specific. 

  • For the project groups and team roles in which the field Project group page for InSite or Team role page for InSite is 'on', Profit will automatically create Adjust pages for InSite on the transition to Profit 3, in addition to the already existing Show pages.

  • At the same time, in addition to Projects pages, Profit will also add Work order and Customer agreement pages.

Pocket

Menu-item Contacten

You can now create and edit organisations, people and contacts through Pocket. The existing Contacts menu item has been split into the Organisations and Contacts menu item. Configure the following under General / AFAS Pocket / Settings:

  • On the CRM settings tab, you can add custom views for organisations and contacts (this view includes contacts and people who are not contacts). You can also include custom fields in a view. When searching in Pocket, only the first four fields of a view are shown.
  • Creating organisations, persons or contacts is done through profiles. Set up and link the profiles on the CRM profiles tab.