Winner Bizz 12.0k7 - Hotfixes

Communication

• Fix an anomaly with User agenda : events planned until Sunday would appear on Monday morning on weekly view
• Fix an anomaly: de-archiving emails was not working properly

Sales

• Quotation summary: partial credit note when the invoice has been canceled by a full credit note will not appear in the quotation summary
• Save made in the payment dialog will not save the complete alternative anymore, only the changes made in the specific payment part. If users cancel the print of a sales contract, the payment will still be created, but the alternative status will not change to "sales contract sent"
• Improve the "set as default" button when adding batchprint and additional documents before printing documents
• Fix an anomaly : the user right Design component settings set as read-only would allow changes in Winner Design system settings
• Fix an anomaly where projects would appear as Locked
• Fix an anomaly in building project where supplier invoice amounts are now calculated correctly per design
• Fix an anomaly where entering the Promised reception date in the 'Supplier order confirmations' window was not possible anymore

Work

• Fix an anomaly where work type were set as inactive by default

Forms

• Adjustments in the After-sales reports
• FR only - Addition of a mention to specify if the credit note is related to a partial invoice or a global invoice ("Avoir concernant la facture d'acompte n°" or "Avoir concernant la facture globale n°")

Reports

• CSV export improvement : The export is standardized for all lists and reports. The numbers are exported without the thousand separator.
• We have implemented an adjustment to improve the calculation logic in the report Inventory List. The division operation is now selectively applied:
  For items from alternatives: The division is applied since the purchase price is already multiplied by the quantity.
  For stock items: No division is needed as the purchase price is already expressed per unit.
  This modification ensures more accurate pricing calculations across both alternative-sourced and stock items.
• Modifications of the Sales Conversion Report:
  • New Sales Amount Filter : added minimum sales amount filter (excluding VAT), default threshold: €3,000
  • Added the following metrics to provide deeper sales pipeline analysis:
    1. Lost Opportunities:
    - Lost quotation quantity
    - Lost quotation amount
    - Conversion rate (Lost/Quotation)
    2. Pipeline Values:
    - Total quotation amount (Lost + Opened)
    - Total sales contract amount (Sales + Modified)
    - Conversion rate (Contract amount/Quotation amount)
    3. Terminology Update:
    - Renamed 'Conversion (Amount opened/sold)' to 'Conversion (sold amount/quotation)' for clarity
  • Quotation Counting: One alternative per project is counted as one quotation
  • Amount Calculations:
    - 'Average opened quotation amount': Calculated as average sales amount of alternatives in 'Quotation sent' status per project
    - 'Average sales contract amount': Calculated as average sales amount of alternatives in either:
    - 'Sales contract sent' status, or
    - 'Sales contract signed' status
    (Status used depends on Workflow settings)
    - Other metrics:
    - Quantity rows (e.g., 'Opened quotation quantity'): Sum of number of alternatives
    - Amount rows (e.g., 'Opened quotation amount'): Sum of sales prices
  • Rolling Period Filter Explained
    This feature projects current data into future periods for more accurate ratio calculations:
    Monthly Rolling:
    - Shows actual data per month
    - No projection applied
    12-Month Rolling:
    - Projects each month's data across next 12 months
    - Adds projected data to existing data in those periods
    - Creates more realistic long-term ratio calculations

Miscellaneous 

• Fix the Undo button that was greyed out
• Fix an anomaly with server job not being executed properly
• Performance improvement
• Winner Bizz 12.0k7 is available with Winner Design 12.5a2.6