SelectLine Order extension

The Vertec SelectLine order extension enables the linking of Vertec to SelectLine order. In Vertec, the necessary root data can be selected from SelectLine. If an invoice is posted in Vertec, an invoice with article lines is created in SelectLine order.

Starting with SelectLine order version 15.1, the COM interface must be licensed with SelectLine. See the section COM interface subject to license.

Open the Extensions extension and press Installieren.

Some system settings are installed for all extensions. For the SelectLine order extension, these are the same as for the debtor extensions. These are listed in the article System settings System settings Accounting.

Special system settings for the SelectLine job extension are:

FAR Client: Click on the selection button under 'new value’ and select the path to your client (Ufakt).

PropertyName: DatenbankFibu. StringProperty.

FAR Login: Enter the login to the SelectLine here.

PropertyName: LoginFibu.

FAR Password: Enter the password for the SelectLine here.

PropertyName: PasswordFibu.

Show SelectLine dialog for invoice number: If this option is set, a dialog is shown during posting, which shows the planned invoice numbers in the SelectLine. This can be edited in advance.

PropertyName: SLRechnungsNrDialog.

Revenue account Services: Here you can enter an article number from SelectLine. If nothing else is entered in the project or service type, services are posted to this article number.

PropertyName: ErtragskontoLeistungen.

Revenue account expenses: Here you can enter an article number from SelectLine. If nothing else is entered on the project or the expense type, expenses are posted to this article number.

PropertyName: ErtragskontoSpesen.

Revenue account Outlays: Here you can define an article number from SelectLine. If nothing else is defined in the project or the expense type, outlays are posted to this article number.

PropertyName: ErtragskontoAuslagen.

Collector account: The Collector account is not required for the creation of the order invoice and therefore cannot be selected automatically. However, you can enter the normal Collector account manually.

PropertyName: DebitorenKonto.

The discount account and advance account values are not used.

From SelectLine order version 15.1, the COM interface must be licensed with SelectLine.

It is possible to activate the COM interface directly through the third-party program of the interface provider, without the customer having to purchase a license. Since each new SelectLine major version requires a new COM activation code, this must be entered by the customer in Vertec in system settings > Accounting:

SelectLine COM activation code: As of Vertec 6.2. Enter here the COM activation code, which you will receive from your SelectLine maintainer.

PropertyName: ComFreischaltcodeFibu. StringProperty.

As of Vertec 6.2.0.4 the COM activation code is only transmitted to SelectLine if it is entered. This allows the operation of both new and old Selectline versions. The behavior is as follows:

• From Selectline version 16: If a correct COM activation code is entered in Vertec, the actions are executed. If no COM activation code is entered, an error message is thrown.
• Until Selectline 16: If no COM activation code is entered in Vertec, the actions are executed. If a COM activation code is present, an error message is thrown, because Selectline does not know the field yet.

SelectLine from version 24.2 / SelectLine neo

Within Selectline there is a change when logging in with these versions.

The default login option has been replaced by Windows login.

For operation via Vertec SelectLine extensions, the setting Benutzeranmeldung immer abfragen must be activated in the program settings > System.  

In order to correctly assign services, expenses and outlays (outlays only with the Purchases module) to the items in the order, the service types, expenses and outlay types must be entered in Vertec and linked to the corresponding item in SelectLine.

This is illustrated by an example of an service type:

In the SelectLine there is an item (root data > items...) with the number 250:

a corresponding service type is entered in Vertec (Settings > Service types folder).

For the sake of clarity, the code of the service type is given here the same as the article number of the article from the SelectLine:

The code can also be freely selected. The important thing is simply the link to the article from SelectLine. This is done on the Accounting tab:

In the Income revenue account field, click on the button with the three dots. The item selection from SelectLine appears. Assign the corresponding item here.

Expense and outlay types are entered analogously.

For SelectLine order, there is no address matching between SelectLine and Vertec. The address in Vertec must be assigned a personal account number from the SelectLine. Go to the address in Vertec to the settings page. Under Personal accounts receivable, click on the button with the three dots and select the personal account from SelectLine:

The prerequisite for posting an invoice is that a debtor from SelectLine is assigned to the project (or address) as a personal account.

If the offsetting and posting is handled separately (system setting Beleg direkt buchen is Nein), then the invoice must already be charged before it can be posted.

In the case of a settled invoice, the Accounting tab contains the list of posts to be executed as well as a button Buchen.

Pressing the button Buchen writes the postings in SelectLine order. If the system setting SelectLine Dialog is set for Show invoice number, post dialog appears when posting, in which the invoice number can still be edited in SelectLine:

The invoice is then created in the SelectLine:

On the invoice, the individual items are listed, broken down by the different article numbers:

Since the sample calculation was created with phases, the items are grouped according to the corresponding phase.

After posting an invoice in Vertec, the field Beleg-Nr. on the Accounting tab is filled with the corresponding invoice number from SelectLine.

To cancel the posting, the button Stornieren can be pressed.

Posting and cancelling an invoice can also be done via the Actions menu or via the context menu (right-click on invoice in a list).

Starting with SelectLine version 11, there is a performance problem when calling the customer or article list with large amounts of data. To avoid this, the call in the Vertec extension has been changed. Nothing changes on the interface, the extension is used the same as before.

Implemented in the SelectLine job extension from version 125.