pCon.basket Online 2.16

New Features

Content

  1. Calculation
    1. Support for Different Calculation Schemes
    2. Conditions for Rounding of Net Value and Net Value for Item
    3. Header Calculation for Purchase Price
  2. Workflow
    1. Info-Log for Article Update
    2. Enhanced Office 365 Dialog for Shared Libraries
    3. Support Hyperlinks in Project Texts
  3. Report
    1. New Quote (Matrix) Report
    2. Miscellaneous
      1. Adjusted behavior for Set Articles in Flat List View
      2. Rename Prices Category to Article Calculation
  4. Miscellaneous
    1. OEX: Include OBX for User Articles
    2. Highlighting Sub-Articles in Set Articles
    3. Office 365: Predefined File Name

1 Calculation

1.1 Support for Different Calculation Schemes


Notification Calculation Import

Notification Calculation Import

With the spring release we are introducing enhanced support for the handling of different calculation schemes within a project. pCon.basket Online is now able to detect which calculation scheme was last used to calculate the project.

When a project is opened using a different active calculation scheme, you get a notification. You are prompted to decide whether the calculation results from the previous calculation scheme should be imported into the currently active one. This feature ensures that important calculated data is not lost while working with different calculation schemes, e.g., during project exchanges between instances with different calculation schemes.


Calculation Import

Users can optionally export an OBK without saving the calculation.


Dialog: OBK Export

Edition: Pro / Integration

1.2 Conditions for Rounding of Net Value and Net Value for Item


New conditions for rounding

New conditions for rounding

The article calculation has been enhanced with two additional conditions. These new conditions can be manually added within the header calculation. They provide you the possibility to define a specific rounding rule that applies either to the Net Value for Item or the Net Value (overall). The rounding rules are applied consistently to all added items.

Edition: Pro / CE / Integration

1.3 Header Calculation for Purchase Price

With this enhancement to the calculation, we introduce the ability to define project-specific conditions (% and absolute) on purchase costs. These adjustments directly influence the final project margin.


Header Calculation for Purchase Price

Edition: Pro / Integration


2 Workflow

2.1 Info-Log for Article Update


Dialog Update Status

Dialog Update Status

With the new version, the article update process has been enhanced to provide greater transparency throughout the update workflow. After completing the article update (including migration), a summary is displayed. The summary gives information on:

  • how many articles have been updated
  • whether prices have changed for one or more articles
  • whether any variant adjustments occurred during the migration

Article update – comparison report

Article update – comparison report

The Show Update Report button generates a comparison report and opens it in a new tab. This report displays the articles before and after the update, with all changes clearly highlighted for easy comparison:

  • Green highlighted = added
  • Red highlighted = removed

Edition: Pro / CE / Integration

2.2 Enhanced Office 365 Dialog for Shared Libraries

The dialog and workflow for accessing an Office 365 directory have been updated. For performance reasons, not all shared sites are loaded when opening the directory. Instead, the top five followed sites and the top five most recently modified sites are displayed.

A search function is available to find additional sites. This improves usability and performance, especially for users in large organizations with access to many shared sites.


Office 365 dialog

Edition: Pro / CE

2.3 Support Hyperlinks in Project Texts

This feature enables you to add and manage hyperlinks within the header and end texts. You can select a text section and use the Link button to add the hyperlink or edit an existing one.


Process adding hyperlinks

When the report is generated, all configured hyperlinks are rendered as clickable links in the final PDF.

Edition: Pro / CE / Integration


3 Report

3.1 New Quote (Matrix) Report

An additional report template is now available: Quote (Matrix).

This template consolidates identical articles contained within a project in the summarized compact view and displays them in a structured matrix format. The matrix shows both the quantities and the occurrence count of each article per folder. A wide range of configuration options allows for flexible customization of the matrix layout.

  • Article-related options: texts, images, prices
  • Matrix-related options: tree view, wrap text, single-time row

Example Quote (Matrix)

Edition: Pro / Integration

3.2 Miscellaneous

3.2.1 Adjusted behavior for Set Articles in Flat List View

The handling of set articles in the Flat List view has been updated. Set articles are now automatically broken up within this view. The set itself is removed and its quantities and calculations are transferred to the sub-articles. As a result, the view displays only the final articles without structural elements.

Additionally, all report options related to set articles have been removed from this view.

Note: The Excel export (using the Flat List view) follows the same behavior as the report.

3.2.2 Rename Prices Category to Article Calculation

In previous releases, the report options related to article and header calculations were separated into different categories. To ensure consistency within the application, the category Prices has now been renamed to Article Calculation.

Edition: Pro / Integration


4 Miscellaneous

4.1 OEX: Include OBX for User Articles

In version 2.16, the OEX export functionality has been extended to improve support for user articles within position descriptions.

When the Attach OBX option is selected during the export process, the system now ensures that an additional OBX element is generated also for user articles included in the position description.

Edition: Pro / Integration

4.2 Highlighting Sub-Articles in Set Articles


Highlighted sub-articles in set article

Highlighted sub-articles in set article

This feature improves the visibility of sub-articles that belong to set articles within the article list. To clearly indicate the relationship between a set article and its associated sub-articles, these sub-articles are now visually highlighted in the article list.

The behavior is aligned with the existing representation of child articles in composite articles. When a set article is selected, all corresponding sub-articles are automatically highlighted.

Edition: Pro / Integration

4.3 Office 365: Predefined File Name

Starting with version 2.16, the Save to Office 365 (SharePoint/OneDrive) functionality now supports predefined file names, similar to the behavior of local file saving.

Edition: Pro / CE