EN Re Allocation: Unterschied zwischen den Versionen

Aktuelle Version vom 28. Oktober 2020, 15:32 Uhr

Preamble

With this function fillings can be assigned automatically.

Important hints

Before executing an automatic re-assigment, you should check whether a manual assignment of these fillings is more appropriate or not.
The re-assignment is being executed on the base of the master data at the actual execution datetime. (cards, vehicles, drivers, companies etc.)
When doing a re-allocation you should at least select a periode. Otherwise all transactions in the Autopoll database are being affected. This can influence the execution time enormously.

Menu call up

Settings

Selected periode: activation and selection of the periode

Card Reader: activation and selection of the card reader whose fillings shall be assigned

only company: activation and selection of the company whose fillings shall be assigned

only vehicle: activation and selection of the vehicle whose fillings shall be assigned

only not allocated transactions: shall "only not allocated" fillings be assigned or all fillings be assigned

short report: shall the assignment protocoll be displayed/printed

delete duplicates: shall duplicate fillings be deleted during the assignment

Local: shall fillings be assigned which have been done at local card readers
Outside: shall fillings be assigned which have not been done at local card readers

Local cards: shall fillings be assigned done with local cards
EC: shall EC-card-fillings be assigned
Cash: shall Cash-fillings be assigned
Fleet: shall Fleet-card-fillings be assigned
Credit: shall Credit-card-fillings be assigned

Hint: In the default settings of the Re-Allocation, the type of filling "EC", "Cash" and "Credit" are not activated, because in general the cash flow of these types of fillingda is assumed not being handled by Autopoll (e.x. invoicing or exporting in Autopoll). An assignment is therefore not necessary and sometimes not executable (anonymous EC-card-filling).

Result

If "short report" will be activated, the result will be displayed and can be printed/stored as PDF file for protocoll reasons.

@@ Zeile 5: / Zeile 5: @@
 ==Important hints==
-* Vor einer Zuordnung sollte geprüft werden, ob eine manuelle Zuordnung der Transaktionen nicht sinnvoller ist.
+* Before executing an automatic re-assigment, you should check whether a manual assignment of these fillings is more appropriate or not.
-* Die Zuordnung erfolgt auf Basis der zum Zeitpunkt der Zuordnung gültigen Stammdaten. (Ausweise, Fahrzeuge, Fahrer, Firmen etc.)
+* The re-assignment is being executed on the base of the master data at the actual execution datetime. (cards, vehicles, drivers, companies etc.)
-* Bei einer Zuordnung sollte auf alle Fälle eine Zeitauswahl getroffen werden, da sonst alle in der Datenbank enthaltenen Transaktionen betroffen sind. Dies kann sich massiv auf die Dauer der Zuordnung auswirken.
+* When doing a re-allocation you should at least select a periode. Otherwise all transactions in the Autopoll database are being affected. This can influence the execution time enormously.