Modules > Master data > Customer, Product and Activity

TimeWriter Professional allows you to select up to 5 aspects per hourly booking (in the example below only 3 aspects will be used: Customer, Product and Activity). These can be managed in the Master data in the Module explorer.

This example relates to the Products screen, but for other aspects the same applies.

The selected product is ‘Manual’. Details, validity and user fields are shown on the right hand side.

In the product list, product groups are shown with their name in bold and with a group image ProductGroep .

Managing this data is done through the buttons on the toolbar:

New	Create a new product.
New group	Create a new product group.
Edit	Edit the selected product.
Delete	Remove the selected product. To prevent this data from being lost, the product is not really deleted, but given a deleted marking. The product can now no longer be chosen when booking new hours, but is still at in the history of bookings and will be in the reports
Undelete	See Restore deleted-marking.
Take over	Take over all authorisations and combinations from another product or product group. Existing settings will be deleted.
Edit in grid	Edit aspect data in a grid view.
Import	Import aspect data from an Excel file. See import.

Properties

For every aspect a number of properties can be entered:

Name	Name of the aspect.
Category	A category description, can be used in reports.
Abbreviation	Abbreviations are used at the top of the time slots in the Week grid so that some information is also visible in small time slots.
Overhead	Overhead can be used to indicate if an hourly booking for this aspect is overhead or not. For Employee as well for all aspects (such as: Customer, Product, Activity) the overhead field is available. If one or more aspects are ticked as overhead the related hours bookings will also be overhead. This can be used later for filtering / limiting a report.
Validity	Used to set from .. until .. when an aspect is valid. You can hide invalid items in the list by selecting the checkbox left of the search box. Entering one or both dates is not mandatory.
User fields	A number of user fields can be set up at Maintenance and settings \| Fields. These can then be filled in here per individual aspect. Data entered in user fields can also be used in reports.

For every aspect group the following properties can be entered:

Name	Name of the aspect group.
Category	A category description, can be used in reports.
Not for combinations	Select if this aspect group is not applicable to combinations.
Not for tariff agreements	Select if this aspect group is not applicable to tariff agreements.
Not for budget auditing	Select if this aspect group is not applicable to budget auditing.
User fields	A number of user fields can be set up at Maintenance and settings \| Fields. These can then be filled in here per individual aspect group. Data entered in user fields can also be used in reports.

Is member of

The Is member of tab can be used for each Product to set up the product group(s) this product is a member of. Product groups can be moved from left to right by using the arrows. This action can also be done by clicking and dragging.

In the selected product group list, groups for which [All products] is selected are marked with an asterisk and shown in a magenta color. These type of membership can not be changed here but only on the Group members tab of the product group.

Group members

The Group members tab can be used for each Product group to set up the products which are members of this product group. Products can be moved from left to right by using the arrows. This action can also be done by clicking and dragging. A choice [All products] is present at the top of the list of available products. To select all products you don't have to select all of them and then move them to the right, but just this one choice. This setting can only be undone on this tab and not at the Is member of tab of one of the products.

Authorizations and Combinations

The Authorizations tab can be used for each Product to set up which employees or employee groups are able to book this product (or product group).

The Combinations tab shows tabs for a previous aspect and a next aspect (below: Customer and Activity) in relation to the selected aspect (below: Product). Previous and next aspect tabs will only be visible if available. In the example below on the Allocate tab you can set up in combination with which Customers or Activities the selected Product (or Product group) can be booked. On the Effective tab all effective combinations obtained directly as well as well as by group memberships are displayed (not available for groups).

Customers can be moved from left to right by using the arrows. This action can also be done by clicking and dragging. The text box above the list can be used to quickly look up details.

When combining with a next aspect, a choice [All <aspect name>] is present at the top of the list of available aspects. To combine all aspects you don't have to select all of them and then move them to the right, but just this one choice. In the example above Activity is the next aspect for Product. The choice [All activities] will be shown at the top of the list of available activities.

By managing it's master data, a previous aspect (above: Customer) can already be combined with all current aspects (above: Products). In the selected customers list these combinations are marked with an asterisk and shown in the color magenta. These type of combinations can only be edited by managing their own master data. In the example above product combinations for customers 'Alberts autoshop' and 'BMW-dealer Brown' can only be edited by managing Master data | Customer.

The same applies to authorisations. By managing the employee master data, an employee can be authorised for [All products]. These type of authorisation can only be edited by managing Master data | Employee and not by managing Master data | Product.