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Document Creation Wizard

Document Creation Wizard. Can be triggered from : Startbereich ( Process 1) Customer list ( Process 2) Document list ( Process 3) - Idea : Prominent Button in Toolbar ( Process 4). Logical Steps.

odette-everett
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Document Creation Wizard

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  1. DocumentCreation Wizard • Can betriggeredfrom: • Startbereich (Process 1) • Customer list (Process 2) • Documentlist(Process 3) • - Idea: Prominent Button in Toolbar (Process 4)

  2. Logical Steps (same for all processes, but depending on process, theentrypointmightbedifferent orsomestepscan/must beskipped): 1 – Select DocumentType 2 – Select Customer 3 – CollectDocument Type Specific Information Maybeswitchsteps 2 and 3

  3. Process 1: TriggeredfromStartbereich (examplewithexisting Customer)

  4. Start Stammdaten Firmen MWST-Assistent Abrechnungen Anwendung Einstellungen Beenden Trigger from Startbereich Step 1 (Variation A): Select document type in Startbereich • Neue Privatperson erfassen Triggers Customer Editor • Neue Firma erfassen Triggers Customer Editor • Neue Steuererklärung (natürliche Personen) Triggers DocumentCreation Wizard • Neue Steuererklärung (juristische Personen) Triggers DocumentCreation Wizard • Neue MWST-Abrechnung Triggers DocumentCreation Wizard • Neuer Lohnausweis Triggers DocumentCreation Wizard • Neues <CASA-Dokument> Triggers DocumentCreation Wizard • Neues <SnapForm Dokument>(vom online Formular Server) Triggers DocumentCreation Wizard

  5. Step 2.1: Select Customer (new/existing) Depending on thedocument type selected in Step 1, Onlyapplicablecustomertypes will bevisiblehere (e.g. for MWST-Abrechnung only Firma, for Steuererklärung NP only Privatperson) _ X 1 2 • Für neue Firma • Für bestehende Firma 3 Abbrechen

  6. Step 2.2 (Variation A): Select existingcustomer _ X 1 Wählen Sie die Firma, für welche das Dokument erstellt werden soll: 2 3 Zurück Weiter Abbrechen

  7. Step 3: Collectdocumentspecificinformationneededforcreation _ X 1 Forexample: Tax year, Kanton (but reallydepends on theselecteddocument type) Select thetax period: 2007 2 2008 Select Kanton: 3 Zurück Erstellen Abbrechen

  8. Now in thebackground: • In thisexamplecustomeralreadyexists • - Create document • - Attach (link) ittothecustomer • Start productmoduletoeditthisdocument • (in thisexample NP/JP/MWST-Modul) • End ofProcess 1.

  9. Process 2: Triggeredfrom Customer List (implicitexisting Customer)

  10. Start Stammdaten Firmen MWST-Assistent Abrechnungen Anwendung Einstellungen Beenden Trigger from Customer List Firmen Neues Dokument Dokumente (dieses Kunden) • MWST Abrechnung 2006 • MWST Abrechnung 2006 • Steuererkl. 2005 • Steuererkl. 2006 • Steuererkl. 2007 Note: The Action „Neues Dokument“ will onlybeenabledif a customerisselected.

  11. 1 2 Step 2.1: New / existingcustomer Thisstepisskippedsincewestartedfrom thecustomerlist, where an existingcustomer was selected. 3

  12. Step 2.2 (Variation A): Select existingcustomer _ X Thisstepmightbeskipped, but thenagaincould beshownforconfirmation. The companyispreselectedanduser just hastoconfirm byclicking „Continue“. 1 Wählen Sie die Firma, für welche das Dokument erstellt werden soll: 2 3 Zurück Weiter Abbrechen

  13. Step 3: Collectdocumentspecificinformationneededforcreation _ X 1 Forexample: Tax year, Kanton (but reallydepends on theselecteddocument type) Select thetax period: 2007 2 2008 Select Kanton: 3 Zurück Erstellen Abbrechen

  14. Now in thebackground: • - In thisexamplecustomeralreadyexists • - Create document • - Attach (link) ittothecustomer • Start productmoduletoeditthisdocument • (in thisexample NP/JP/MWST-Modul) • End ofProcess 2.

  15. Process 3: TriggeredfromtheDocumentList (examplewithnewcustomer)

  16. Start Stammdaten Firmen MWST-Assistent Abrechnungen Anwendung Einstellungen Beenden Trigger fromDocument List Thisaction will alwaysbeenabled asitdoes not relatetothecurrenttable selection (notethedivider)

  17. 1 2 Step 1: Select document type Thisstepisskippedsincewestartedfrom thedocumentlist -> userwantstocreate a document ofthe same type 3

  18. Step 2.1: Select Customer (new/existing) Depending on thedocument type selected in Step 1, Onlyapplicablecustomertypes will bevisiblehere (e.g. for MWST-Abrechnung only Firma, for Steuererklärung NP only Privatperson) _ X 1 2 • Für neue Firma • Für bestehende Firma 3 Abbrechen

  19. Step 2.2 (Variation B): Fornew Customer Insteadofopening a fullblown Customer Editor, collectthe bare necessitiesfor a new Customer directlyhere in thedialog. _ X 1 Pleaseprovidesomeinformationaboutthenewcustomer: 2 Company Name Address 3 PLZ / Ort Zurück Zurück Weiter Abbrechen

  20. Step 3: Collectdocumentspecificinformationneededforcreation _ X 1 Forexample: Tax year, Kanton (but reallydepends on theselecteddocument type) Select thetax period: 2007 2 2008 Select Kanton: 3 Zurück Weiter Erstellen Abbrechen

  21. Now in thebackground: • - In thisexample: createnew Customer withbasicinformation • - Create document • - Attach (link) ittothecustomer • Start productmoduletoeditthisdocument (in thisexample NP/JP/MWST-Modul) • End ofProcess 3.

  22. Process 4: Triggeredfrom prominent Toolbar Button Just an idea… IdenticaltoProcess 1, but withStep 1 (Document type selection) already in thedialog (insteadof Startbereich).

  23. Button alwaysvisible, no matter whatproductisselected in themenutree Neues Dokument

  24. Step1 (Variation B): Documenttype selectionalready in Dialog _ X 1 • Neue Steuererklärung (natürliche Personen) • Neue Steuererklärung (juristische Personen) 2 • Neue MWST-Abrechnung • Neuer Lohnausweis 3 • Neues <CASA-Dokument> • Neues <SnapForm Dokument>(vom online Formular Server) Abbrechen

  25. Step 2: Same as in Process 1: 1 Step 2.1: New /existingcustomer 2 Step 2.2 (Variation A): Select existing Customer from List Step 2.2 (Variation B): Maskfornew Customer data 3

  26. Step 3: Collectdocumentspecificinformationneededforcreation In thisexample: More complexselectionfor online formsserver (Word style) _ X 1 2 3 Zurück Weiter Erstellen Abbrechen

  27. Now in thebackground: • - Ifnewcustomer: createit • - Create document(in thisexampledownloadfromformsserver) • - Attach (link) ittotheexisting/newcustomer • Start productmoduletoeditthisdocument (in thisexampleSnapForm Viewer) • End ofProcess4.

  28. Marketing Opportunities in the Startbereich

  29. Start Stammdaten Firmen MWST-Assistent Abrechnungen Anwendung Einstellungen Beenden Show andenable all availabledocumenttypes(do not showthoseonlyplanned). • Neue Privatperson erfassen • Neue Firma erfassen • Neue Steuererklärung (natürliche Personen) • Neue Steuererklärung (juristische Personen) • Neue MWST-Abrechnung • Neuer Lohnausweis • Neues <CASA-Dokument> • Neues <SnapForm Dokument>(vom online Formular Server)

  30. Start Stammdaten Firmen MWST-Assistent Abrechnungen Anwendung Einstellungen Beenden Thismoduleis not installed / youdo not have a licenseforthismodule Modul Steuererklärungen für juristische Personen • Features • Feature 1 • Feature 2 • Feature 3 More marketingtext… Download & Install Evaluation Version… More Information… Link toproduct web page PurchaseLicense… Link towebshop

  31. The End

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