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Exact Synergy Enterprise   
 

Exact Synergy Enterprise - Product Update 264 Summary

These release notes contain information regarding the changes in the software in product update 264 compared to the previous release. Before performing an update it is important to back-up the Exact databases and read the release notes and system requirements for the specific product update.

Product update 264 is general available from January 3, 2020.

 
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Exact Synergy Enterprise 264 7
     
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Module Segment Title Summary Hyperlink
CMDM Entity Automatic selection of contact and address when selecting the Account entity in CMDM To ensure that the conversion for accounts is successful in the Central Master Data Management (CMDM) solution, the Contact and Address subtopics will be selected when the Account entity is selected in the CMDM conversion wizard screen. DocView.aspx?DocumentID={df29943a-08c5-4b6b-be2d-6c9ca86483df}7d&NoHeader=1&NoSubject=1
CMDM General Creditors of employee type can be recoded in Exact Synergy Enterprise The creditors of the employee type can now be recoded in Exact Synergy Enterprise (ESE) with the Exact Integrator and Central Master Data Management (CMDM) environments. The recode will be automatically synchronized to Exact Globe Next (EGN). DocView.aspx?DocumentID={ad8ec70d-fb98-4cb5-ad97-7ece383526c4}7d&NoHeader=1&NoSubject=1
Customers Report Additional remarks section added for opportunity cards The Additional remarks section has been added on the Opportunity card page. DocView.aspx?DocumentID=%7b60164668-1511-4f02-bd7b-c25f0768d7a6%7d&NoHeader=1&NoSubject=1
Customers General VAT number in account card for NL accounts validated based on Mod97 The VAT number for the self-employed entities in the account card for the NL accounts will be validated based on Mod97. DocView.aspx?DocumentID=%7b3b206fb0-ec9c-4b39-ac73-b9dca63136e8%7d&NoHeader=1&NoSubject=1
Documents General Virtual content functionality supported for documents You can now display the documents from the Microsoft OneDrive and (Team) Sites folders in Exact Synergy Enterprise (ESE) via the virtual content functionality. DocView.aspx?DocumentID=%7bc9b59c63-c4d4-417a-b1a3-3b1c9e8a7e7a%7d&NoHeader=1&NoSubject=1
Exact Payroll Plus HRM Synchronisation of employments improved for Exact Synergy Enterprise and Exact Payroll Plus The synchronisation of employments between Exact Synergy Enterprise (ESE) and Exact Payroll Plus has been improved. This enhancement will facilitate the synchronisation of employment details, particularly for employees with multiple types of employments. DocView.aspx?DocumentID={05f21aee-1d7b-411a-875e-ef5b3edc3c17}&NoSubject=1&NoHeader=1
Exact Payroll Plus ELIS Improved integration with Exact Payroll Plus (Dutch legislation) We have made some technical changes in the different Exact components to improve the integration with Exact Payroll Plus. DocView.aspx?DocumentID={2a9b05cf-5f14-462d-b4f0-3a0e15a32962}&NoSubject=1&NoHeader=1
HRM General New Date of Death field A new Date of Death field has been added in the Person card. DocView.aspx?DocumentID=%7bd6ae9f43-b4f4-41cf-8033-b79b78ae76cf%7d&NoHeader=1&NoSubject=1
Mobile General Release notes mobile solutions Exact developed several apps that are characterized by an intuitive interface which is not only user-friendly, but also beautifully designed. The apps are available for Android, iOS and Windows. For more information on the applications, refer to the release notes. DocView.aspx?DocumentID=%7bbdf83160-7438-4994-813b-33b5e183c6a9%7d&NoHeader=1&NoSubject=1
Mobile General Push notification for chats added in mobile application settings In this product update, the Push notifications for chat (Restart services after update) section has been added on the Mobile Apps page. DocView.aspx?DocumentID={6b522654-497c-4b66-8fb8-4081817d013e}&NoHeader=1&NoSubject=1
Projects General New default layout for account, project, and opportunity cards The default layout for the account, project, and opportunity cards will be two columns. DocView.aspx?DocumentID=%7be803af35-2cbe-4767-b5a7-8f9ccdc72083%7d&NoHeader=1&NoSubject=1
Projects General Quotations can be viewed via project cards You can now view all of the quotations issued for a project by clicking Quotations under the monitor section of the project card. DocView.aspx?DocumentID={4730e8b1-5f12-4ae2-b527-600c8e6aa53e}&NoHeader=1&NoSubject=1
Service Management General Filter available for cost centre on Dispatch board schedule view page for Service management A filter will be available for the cost centre on the Dispatch board schedule view page. DocView.aspx?DocumentID=%7bc2167f6d-3c65-470c-bfac-d774c77088b9%7d&NoHeader=1&NoSubject=1
Workflow General Improvements to Auto Timestamp The Auto Timestamp feature has been improved. DocView.aspx?DocumentID=%7b7e6dc965-f1a6-4a60-9657-fe89e10203d8%7d&NoHeader=1&NoSubject=1
System Social Collaboration New features added for social collaboration New features have been added for social collaboration. DocView.aspx?DocumentID=%7b5aa010be-b8ab-4f3a-aa03-73a651f9d1c5%7d&NoHeader=1&NoSubject=1
System General Updated licensing model introduced for Exact Synergy Enterprise
ESE will no longer accept .elc files from this product update onward. Only valid .elcx files will be accepted.
DocView.aspx?DocumentID={2feae2bc-c079-435e-8755-b7a29b7f0be5}&NoSubject=1&NoHeader=1
System General Updated licensing model introduced for Exact Lightweight Integration Server
ELIS will no longer accept .elc files from this product update onward. Only valid .elcx files will be accepted.
DocView.aspx?DocumentID={5155c23b-43fd-40a8-9af4-6acf9dfb5025}&NoSubject=1&NoHeader=1
System General Improved logging mechanism for license service calls
For every license service call, additional data is now logged.
DocView.aspx?DocumentID={907aea0f-c2ff-42ae-b05a-be81d693dfc2}&NoSubject=1&NoHeader=1
System General License update restricted to customer credentials only In this product update, partners and employees will no longer be able to update the licenses for their customers using their own credentials. This can only be done using customer credentials. DocView.aspx?DocumentID=%7b9d5b9a72-b644-439c-9365-e492915346b7%7d&NoHeader=1&NoSubject=1
System General Improved reminder to acknowledge warning message when updating license During the license update process, the following is checked - whether removal of roles is necessary, and whether there are any differences with the previous license. DocView.aspx?DocumentID=%7bb2f4287f-7b44-4e74-99fb-aeade5d79e0d%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: Various settings available for Create, Retrieve, Update, and Delete (CRUD) actions via web service The HRM, back office, and SSRS settings will be available for the CRUD actions. DocView.aspx?DocumentID=%7bf88c6ae0-7ff1-4ecf-b9d2-53c86735da8f%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: Ability to restore and export to backup license The Modules ➔ System ➔ Setup ➔ License ➔ Restore menu path has been added. DocView.aspx?DocumentID=%7b6fde3ada-9e03-4c38-be5d-a359156458d4%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: New features added for social collaboration New features have been added for social collaboration DocView.aspx?DocumentID=%7b82f97aec-e96b-4ba9-99ce-c044ea5e521f%7d&NoHeader=1&NoSubject=1
Updates To Past Releases Project Product Update 263: Created by and modified by icon has been introduced in project, account, and opportunity cards The Created by and modified by icon (created by and modified by information) in the project, account, and opportunity cards has been introduced. DocView.aspx?DocumentID=%7b917f55f9-531b-4f31-90f4-7258d3b388b8%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: License update functionality enhanced The license update functionality has been enhanced whereby during the license update process, the license modules that have been added, removed, and/or quantity updated will be checked and displayed. DocView.aspx?DocumentID=%7b51462324-ecca-4b45-b74d-27be2a30f83d%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: New link on customized login page to request access to portal Exact Synergy Enterprise administrators can configure the customized login page to display a link for new users to request access to portal. DocView.aspx?DocumentID=%7bc74fcba3-ec36-4efa-84bd-a701d0a49a63%7d&NoHeader=1&NoSubject=1
Updates To Past Releases System Product Update 263: License update functionality enhanced The license update functionality has been enhanced whereby during the license update process, the license modules that have been added, removed, and/or quantity updated will be checked and displayed. DocView.aspx?DocumentID=%7b51462324-ecca-4b45-b74d-27be2a30f83d%7d&NoHeader=1&NoSubject=1
Related documents   System requirements Exact Synergy Enterprise The system requirements of different Exact Synergy Enterprise product updates DocView.aspx?DocumentID=%7bf6b51a1d-ce95-4de9-8ae6-75a344acf17d%7d&noheader=1&nosubject=1&noheader=1&nosubject=1
Related documents   Overview release notes Exact Synergy Enterprise per product update The release notes of previous Exact Synergy Enterprise product updates http://www.exactsoftware.com/docs/SysHelp.aspx?Language=EN&TopicFilter=Synergy.NET&Action=1&Release=0&NoHeader=1&NoSubject=1
Related documents   Updating Exact Synergy Enterprise More information about updating DocView.aspx?DocumentID={d1646457-aab8-4094-a98f-927f53bbb0ee}&noheader=1&nosubject=1






The release notes of this product update are also available in the following language:
 
 
 
 
 

     
 Main Category: Attachments & notes  Document Type: Release notes main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 29.005.882
 Assortment:  Date: 16-07-2020
 Release: 264  Attachment:
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