Migration checklist Profit 5

Important changes in existing functionality

General   |   Finance   |   Projects/Construction  | Flex  |  << Back to overview

General

PCC

There is no new version of the PCC for Profit 5. So the PCC of Profit 1 also applies to Profit 5. 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.

 

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 5.

Finance

Reference Classification System of Financial Information (RGS/RCSFI) support 3.6

From Profit 5 onwards, we support RCSFI version 3.6. In the transition from RCSFI version 3.5 to 3.6, 39 RCSFI codes have been added. Also, 35 RCSFI codes have been set to inactive and removed from Profit.  If an inactive code was linked to a general ledger account, we cleared the RCSFI reference code field.  

What does this mean for you and what should you do? If you use the RCSFI and/or the RCSFI bridging statement, check for which general ledger accounts this RCSFI reference code field is now empty. Here you need to link a new code.

 

Projects/Construction

Purchase contact in purchase order with an instalment schedule

If you changed the purchase contact in the header of a purchase order with an instalment schedule, this was not processed in the purchase order, instalment schedule lines or the working budget.

When completing a purchase order, Profit now checks whether it is a an instalment schedule and whether the purchase contact has been changed. If this is the case, Profit updates the purchase order lines with the Detail line and the instalment schedule lines status if the purchase contact deviates from the contact from the header.

In the conversion from Profit 4 to Profit 5, this will also be retrospectively rectified in existing purchase order lines.

Changes to tail-end spend

The following changes have been made:

  • In the conversion from Profit 4 to Profit 5, this will also be retrospectively rectified in existing purchase order lines.
  • The VAT specification action has been renamed to Details.

 

Amount in cost estimate line

The Amount field in the cost estimate line (sales amount) is now calculated differently from ERP when you use the Construction activation:

Sales quantity * Price per unit.

For ERP the calculation is: (Sales quantity * Price per unit) / Quantity per unit.

 

Flex

Periodic end-of-year bonus

Invoice declaration for periodic payment of end-of-year bonus (EJU) is from now on always included in the payroll calculation. This has no impact on the employee, but ensures the wage costs on a declaration are correctly filled. This makes the margin calculation of these declarations correct.