Changelog Release 6.5.0

Releases " v6

Release Build: 17.05.2024

Deploy Date: 29.05.2024

Fix version: ONE_RE_6_5_0

Release description:

We are pleased to announce the publication of ASMIQ.one Version 6.5.0 to announce. Release 6.5 marks the completion of PHASE III of the new financial management in ASMIQ.one. This marks the final phase in the implementation of the new financial management system.

Subscription integration with the finance module: Overview of the implementation of ASMIQ.one

Introduction

The completion of the third phase marks the end of one of the largest projects in ASMIQ.one. This document outlines the key milestones and phases involved in the integration of the subscription system with the finance module.

PHASE I: Integration of financial functions into the order management system

Goals:

  • Financial moduleClosing of the financial functions F1, F2 and F3.

  • Order management integrationIntegration of the order management system with the finance module APIs.

  • Go LiveIntroduction of the order management system with integrated financial functions.

Details:

  1. Completion of the finance module

    • Completion of the development of the critical financial functions: F1, F2 and F3.

    • Ensure that all financial processes are optimized and ready for integration.

  2. Integration of the order management system

    • Development of APIs to enable seamless communication between the order management system and the finance module.

    • Testing the integration to ensure that data flows accurately between the systems.

  3. Go Live

    • Introduction of the integrated order management system.

    • Monitoring the system for any problems and making any necessary adjustments.

PHASE II: Introduction of new payment methods and enhanced analytics

Goals:

  • New payment methodsIntroduction of new payment methods in both subscription and order management systems.

  • Advanced analyticsImprovement of statistical evaluations and analyses in the finance module and/or in the Business Intelligence (BI) tool.

Details:

  1. New payment methods

    • Identification and integration of additional payment methods to offer customers more flexibility.

    • Ensure compatibility with existing systems and seamless processing by the finance module.

  2. Advanced analytics

    • Improvement of the analysis capabilities of the finance module.

    • Integration of advanced statistical tools in the BI framework to provide deeper insights into financial data.

PHASE III: Replacement of the front-end accounting functionality with new financial APIs

Goals:

  • Legacy systemContinue to assign tariffs and generate invoices, but switch to new financial APIs for bookings and QR-bill generation.

  • New finance moduleExclusive management of reminders and automatic payments.

  • Adjustments to subscription managementUpdate and refine the subscription management processes.

  • Report templatesReplacement of Crystal Reports with Jasper templates.

Details:

  1. Transition of the legacy system

    • Ensure that the legacy system can continue to perform important tasks such as tariff allocation and invoicing.

    • Implementation of new financial APIs for processing bookings and creating QR invoices.

  2. New finance module

    • Development of functions for managing reminders and automatic payments.

    • Ensure that these processes are handled exclusively by the new finance module.

  3. Adjustments to subscription management

    • Review and update the subscription management processes to adapt them to the new finance module.

    • Implementation of necessary refinements to improve efficiency and accuracy.

  4. Replacement of the report templates

    • Transition from Crystal Reports to Jasper templates for report creation.

    • Ensure that all reports comply with the new standards and provide accurate financial data.

Conclusion

The integration of the subscription system with the finance module in ASMIQ.one was a complex, multi-phase project. Each phase was critical to ensure that the financial functions were seamlessly integrated and enhanced to provide better service and analysis. The completion of this project marks a significant milestone in the improvement of ASMIQ.one's finance operations.

Issue Type

Key

Summary
1

Change

WCAT-14171

Hide Legacy Accounting Menu Items
2

Change

WCAT-14283

Optimization of the Search in Order Management on the Completed orders
3

Change

WCAT-14284

Optimization of the Search in Order Management on the Article list
4

Change

WCAT-14339

Finance Export View
5

Change

WCAT-14341

Trigger Creation of Subscription Invoice Postings (Legacy Batch Job)
6

Change

WCAT-14342

Extend Subscription Handling in new Finance Payment
7

Change

WCAT-14343

Extend Subscription Handling in new Finance Cancellation
8

Change

WCAT-14344

Adapt subscription invoice PDF creation workflow
9

Change

WCAT-14346

Adapt valid posting date check in invoice/dunning run
10

Change

WCAT-14347

Move e-Invoice job handling into finance export view
11

Change

WCAT-14353

Rename payment menu items if not all companies switched to new finance
12

Change

WCAT-14354

Italy payments import
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