---
title: Noutăți SocrateCloud. Automatizări, noi procese și funcționalități pentru eficientizarea activității utilizatorilor
description: Noutăți SocrateCloud. Automatizări, noi procese și funcționalități pentru eficientizarea activității utilizatorilor.
image: https://info.bitsoftware.eu/hubfs/Noutati%20SocrateCloud.jpg
---

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# Noutăți SocrateCloud. Automatizări, noi procese și funcționalități pentru eficientizarea activității utilizatorilor

Autor: [Alina Răfoi](https://info.bitsoftware.eu/blog/bitsoftware-ro/author/alina-răfoi)

![Noutati SocrateCloud -blog](https://info.bitsoftware.eu/hs-fs/hubfs/Noutati%20SocrateCloud%20-blog.jpg?width=1200&height=400&name=Noutati%20SocrateCloud%20-blog.jpg)

Dacă ne urmăriți de ceva vreme sau sunteți deja utilizator de SocrateCloud, înseamnă că știți deja că la fiecare nouă versiune oferim clienților noștri funcționalități și îmbunătățiri pentru a le ușura munca. Iată o scurtă trecere în revistă a celor mai importante noutăți.

### Reducerea timpului de validare a declarației SAF-T 

În vederea diminuării timpului de validare a declarației SAF-T, am adăugat un serviciu de validare care folosește întotdeauna cea mai nouă versiune a aplicației DUKIntegrator pusă la dispoziție de ANAF. Astfel, o declarație generată cu succes prin intermediul SocrateCloud necesită la final doar semnarea electronică și încărcarea acesteia în SPV. 

### Automatizarea procesului de înregistrare și repartizare a cheltuielilor comune din imobile

Am automatizat procesul de înregistrare a cheltuielilor aferente imobilelor ce trebuie refacturate către beneficiarii spațiilor respective, fie ei proprietari sau chiriași. Aceste repartizări pot fi făcute în urma unor reguli (chei) de repartizare, cum ar fi: suprafața, numărul de persoane, consumul înregistrat prin intermediul unor contoare, etc. Sursa valorii poate fi un document primar sau o notă contabilă, iar ca rezultat vom avea generarea de comenzi și facturi clienți cu valoarea care revine fiecăruia în funcție de regulile respective.

### Inbound email - Generarea automată a sesizărilor din email

Pentru zona de management al sesizărilor, am activat funcționalitatea de preluare automată a email-urilor și conversia lor în sesizări sau acțiuni pe sesizările deja existente. Mai precis, un email trimis la o adresă stabilită va fi procesat și transformat automat în sesizare. Următoarele email-uri legate de cel inițial (reply to:) vor fi captate și transformate în acțiuni la sesizarea respectivă.

### Îmbunătățiri pe fluxul de aprobare al documentelor

Am extins capabilitățile de definire a condițiilor dorite în implementarea tranzițiilor în cadrul fluxurilor de aprobare a documentelor prin faptul că de acum aveți posibilitatea să adăugați expresii SQL complexe în definirea condițiilor pentru tranzițiile din cadrul unui flux de aprobare a unui tip de document. Prin această deschidere, nu mai sunteți limitați la câmpurile și opțiunile standard oferite de sistem și puteți forma orice expresie logică în funcție de specificul activității sau implementării dumneavoastră.

De asemenea, în cadrul procesului de aprobare al documentelor am adăugat posibilitatea de a indica o persoană și o perioadă de înlocuire a unui responsabil aprobator. Aceasta funcționalitate este foarte utilă în cazul în care un aprobator se află în concediu, caz în care se definește un înlocuitor, iar Socrate Workflow va direcționa în mod automat documentele care au nevoie de aprobare către înlocuitorul desemnat. 

### Eficientizarea activității inginerilor de service

Time is money și orice automatizare salvează timp și, în consecință, bani. 🙂 Astfel, am adăugat un proces nou de alocare în calup a tuturor articolelor necesare pentru servisarea unui echipament. Articolele pot fi preluate de la un alt echipament asemănător și puse la dispoziție pentru toate celelalte echipamente similare. Această operațiune diminuează timpul de setup pentru administratorul de aplicație și oferă mai mult timp inginerilor de service să se ocupe de activități care aduc o valoare adăugată. 

### Personalizarea ferestrelor și/sau rapoartelor direct de către utilizator

Am dezvoltat posibilitatea de a personaliza ferestrele și/sau rapoartele prin adăugarea de câmpuri suplimentare (virtuale) care pot extrage informația din entitățile deja existente în fereastra sau raportul respectiv. Se pot, astfel, afișa sau tipări atribute ale entităților care nu existau inițial în fereastra sau raportul respectiv. Posibilitatea este deschisă oricărui utilizator SocrateCloud, fără a mai fi necesare dezvoltări suplimentare din partea noastră.

### Completarea integrării cu platforma Tecnet pentru avizele de expediție

În completarea integrării deja existente cu platforma Tecnet prin intermediul căreia se procesează comenzi și facturi, începând de acum este disponibilă și integrarea pentru procesarea avizelor de expediție. 

### Reducerea timpului de operare a documentelor

A fost, de asemenea, adăugat un proces nou prin care se poate interveni asupra unui document nefinalizat prin care i se pot schimba prețurile pentru toate liniile din conținut, indicând o nouă listă de prețuri. Astfel, utilizatorul are posibilitatea să schimbe prețurile mai ușor, ceea ce duce la o reducere a timpului de operare în situațiile în care sunt culese documente cu un număr foarte mare de linii la care se decide ulterior că trebuie aplicată o altă listă de prețuri. 

### Personalizarea și structurarea codurilor pentru entități sau numere de document

Am activat opțiunea prin intermediul căreia pentru entități (articole, terți, gestiuni, etc) se poate stabili și personaliza structura și conținutul codului. În conținutul codului se pot indica prefixul, corpul codului și sufixul, iar corpul codului poate fi la rândul său o expresie complexă obținută în baza altor atribute din cadrul entității respective. Același mecanism se poate aplica și pentru obținerea structurată a numerelor de document, atunci când doar prin definiția din ”secvența de numerotare” nu se putea obține structura dorită.

 

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### Arhivă

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**ENTERSOFTONE**

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