New in Profit 7
Autorisation


This page contains an overview of all new functionality to be authorised!



The Profit administrator (application administrator) authorises the new functionality

Financial contracts

You will see all contracts in the Contracts view (of Profit Financial) regardless of the administration they come from. You can now split the authorisation for viewing/maintaining contracts and obligations from different administrations and entering and paying from different administrations. 

Note:
If required, change the authorisation in Profit 6 before transferring to Profit 7.


Reservations

To use reservations in InSite, you need to activate the Reservations page type in the site's properties. Next, authorise the related InSite pages (they are linked to the View reservations functionality).


Passing on negative sections (Belgium)

Authorise this new action.


Order and delivery calendar 

In the Authorisation tool go to Order management / Purchase / Purchase contact and authorise the Order and delivery calendar tab


Bill of quantities and invoice proposal (Construction industry)

If you use the Construction activation, you authorise the menu options for this via:

  • General / Projects / Cost estimate / Bill of quantities
  • General / Projects / Invoicing / Invoice proposal

The action via:

  • Invoicing general / Sales invoice / Actions / Generate invoice (invoice proposal).


Invoice proposal via invoice instalments

Authorise the General / Projects / Invoicing / Invoice proposal menu option.

Authorise the action: Invoicing general / Sales invoice / Actions / Generate invoice (invoice proposal).




Sent email

Autorise the General / Management / Sent email function.


InSite locations and location dossier

Add the InSite-pages Location, View location and Location dossier to the functionality.

The supplied functionality View locations contains the pages Location and View location, add this functionality to a role.


Cost estimate in InSite

Autorise this using the new functionalities Manage cost estimate and View cost estimate.  The action Finalise cost calculation is part of Manage cost estimate.  You can also authorise this action and use is as a Directly to item.


AFAS Pocket

You no longer maintain AFAS Pocket using the app connector function. Pocket App is no longer available there.  Instead, you use the following functions, which you should authorise:

  • General / Pocket App / Settings
  • General / Pocket App / Users.

Also authorise the tabs of these functions. 

If you were authorised for General / Maintenance / App connector, then after the transfer to Profit 7 you will also be autorised for the new functions.