[[3.11.01_verwaltung_von_systemdaten|{{|previous}}]] [[en:handbuch:handbuch|{{|Home}}]] [[3.11.03_verwaltung_von_kostenarten|{{|next}}]] ====== 3.11.02 Key Data Administration ====== The basis of the project information system and billing system are the key data and master data. This data is administered in the module [[en:handbuch:kapitel_2:2.01_basisdaten|basic data]]. The keys administer the data, which will be available parameterized for the entire application. Thus, the system includes for example, certain [[en:handbuch:kapitel_2:2.01.06_key_-_waehrung|currencies]] and their attributes, (description, decimal point, etc.) are available throughout the system as well as the various [[en:handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer|value added tax]]. The following keys can be user-defined in Projectile [[en:handbuch:kapitel_2:2.01.04_key_-_kalender|calendar]], [[en:handbuch:kapitel_2:2.01.05_key_-_feiertag|holiday]], [[en:handbuch:kapitel_2:2.01.06_key_-_waehrung|currency]], [[en:handbuch:kapitel_2:2.01.07_key_-_kurs|exchange rate]], [[en:handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer|value-added tax]], [[en:handbuch:kapitel_2:2.01.09_key_-_pauschale|flat rate]] and [[en:handbuch:kapitel_2:2.01.12_key_-_fahrzeug|vehicles]]. With the initial installation, usually the current values for calendar, holidays, value-added tax and allowances are pre-populated. ===== Data Maintenance ===== If, for example, a [[en:handbuch:kapitel_2:2.01.04_key_-_kalender|calendar]] setting is changed or not yet entered, the affected document can be searched in the [[en:handbuch:kapitel_3:3.02.5_suchen_und_finden|search machine]] ... {{:en:handbuch:kapitel_3:key_data_admin1.jpg|}} ... and the appropriate result list is displayed. {{:en:handbuch:kapitel_3:key_data_admin2.jpg|}} After activating the link, the selected document is selected ... {{:en:handbuch:kapitel_3:key_data_admin3.jpg|}} ... and the modification can be made (here the working hours per week of the London calendar). {{:en:handbuch:kapitel_3:key_data_admin4.jpg|}} After clicking save, the working hours per week (if not specified manually) are calculated and the new calendar settings are included. {{:handbuch:kapitel_4:praxis:4-028.gif?direct}} ===== Defining Key Data ===== To define a new calendar (for example, for a new location), in the work area select the document type "calendar" from the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin5.jpg|}} A new document is opened for defining the calendar. {{:en:handbuch:kapitel_3:key_data_admin6.jpg|}} In the example, for the branch in Frankfurt (must first be created in the collections - see the administration guide), the working week of 40 hours for five working days with daily working time of eight hours is defined. The other figures relate to the [[en:handbuch:kapitel_3:3.11.07_arbeitszeitverwaltung|working time administration]]. {{:en:handbuch:kapitel_3:key_data_admin7.jpg|}} If not all required fields are filled, the system reports this as an error. {{:en:handbuch:kapitel_3:key_data_admin8.jpg|}} After all information is entered, the document is saved with {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}} {{:en:handbuch:kapitel_3:key_data_admin9.jpg|}} If a calendar (or general key data) is deleted with {{:en:handbuch:kapitel_3:key_data_admin9b.jpg|}} ... {{:en:handbuch:kapitel_3:key_data_admin10.jpg|}} (archive, standard or shredder - see chapter [[en:handbuch:kapitel_3:3.07_archiv_und_historie|3.07.1 archive / trash/recycle bin functionality]]), ... {{en:handbuch:kapitel_3:key_data_admin11.jpg|}} ... the key is no longer available in the system, but may still be available as field content (for example, when employees are assigned to the location/calendar Berlin, this assignment is not deleted). {{en:handbuch:kapitel_3:key_data_admin12.jpg|}} To define a new [[en:handbuch:kapitel_2:2.01.05_key_-_feiertag|bank/legal holiday]] (for example, for a new location), the document type "holiday" ... {{en:handbuch:kapitel_3:key_data_admin13.jpg|}} ... is selected with the functionality "create". {{en:handbuch:kapitel_3:key_data_admin14.jpg|}} In the example a national holiday is defined for the branch London (must already be defined as a calendar). When all information is entered, the document is saved with {{en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. {{:en:handbuch:kapitel_3:key_data_admin15.jpg|}} To define a new [[en:handbuch:kapitel_2:2.01.06_key_-_waehrung|currency]] the document type "currency" is selected with the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin16.jpg|}} In the example the Canadian dollar is created. The print constant (here CAD) is possibly used with the second currency and invoice documents. {{:en:handbuch:kapitel_3:key_data_admin17.jpg|}} When all information is entered, the document is saved with {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. To define a new [[handbuch:kapitel_2:2.01.07_key_-_kurs|exchange rate]] the document type "exchange rate" is selected with the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin18.jpg|}} In the example, the exchange rate between EURO and CAD is defined. This rate is valid from 21.11.2009 until a new rate is entered. Here, 1 EURO is exactly 1,58854 CAD. When all information is entered, the document is saved with {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. {{:en:handbuch:kapitel_3:key_data_admin19.jpg|}} To define a new [[handbuch:kapitel_2:2.01.08_key_-_umsatzsteuer|value-added tax]] rate (for example, highter tax rates or when establishing a new international company), the document type "value-added tax" is selected with the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin20.jpg|}} In the example, a new value-added tax rate is defined for Great Britain. After all information is entered, the document is saved using {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. {{:en:handbuch:kapitel_3:key_data_admin21.jpg|}} To define a new [[handbuch:kapitel_2:2.01.09_key_-_pauschale|flat rate]] for travel cost recording (for example foreign travel), the document type "local allowance standard" is selected with the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin22.jpg|}} In the example, the daily allowance and the overnight stay allowances for New York are defined (differing from the USA rate). After all information is entered, the document is saved using {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. {{:en:handbuch:kapitel_3:key_data_admin23.jpg|}} To define a new [[handbuch:kapitel_2:2.01.12_key_-_fahrzeug|vehicle]] the document type "vehicle" is selected with the functionality "create". {{:en:handbuch:kapitel_3:key_data_admin24.jpg|}} After all information has been entered, the document is saved with {{:en:handbuch:kapitel_3:key_data_admin8b.jpg|}}. The fields Anti-pollution test date and MOT inspection date are filled out by the system. {{:en:handbuch:kapitel_3:key_data_admin25.jpg|}}