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Wizard Base Data

Base Data

With the help of a Wizard, you can create important base data, such as products, price lists, services, etc., for your xRM1 Business Solutions.

We recommend applying the base settings especially when you are running a test version or when you would like to quickly and productively start your xRM1 Business Solution.

Manual creation

If you don’t want to use the wizard’s predefined settings, you always have the option to manually define settings in the CRM-System.

Note

All base settings that have already been made will not be affected; they will not be changed or deleted.

Details

The exact preset base settings can be found in the following list:


 

CRM-Project base data

Entity Setting description Value
Standard unit For travel Name: Per Diem
Amount: 1
For mileage Name: Mile
Amount: 1
For work/travel times Name: MD
Amount: 1
Unit group For travel Name: xRM1 Travel
For mileage Name: xRM1 Distance
For work / travel times Name: xRM1 Work
Product For travel times Name: Travel Times (xRM1)
Standard unit: MD
Unit group: xRM1 Work
Standard price list: price list (xRM1)
Designated decimal places: 5
For travele expenses Name: Travel Costs (xRM1)
Standard unit: MD
Unit group: xRM1 Costs
Standard price list: price list (xRM1)
Designated decimal places: 5
For mileage Name: Distance (xRM1)
Standard unit: Mile
Unit group: xRM1 Distance
Standard price list: price list (xRM1)
Designated decimal places: 5
For a service product (1) Name: Professional Service 1 (xRM1)
Standard unit: MD
Unit group: xRM1 Work
Standard price list: price list (xRM1)
Designated decimal places: 5
For a service product (2) Name: Professional Service 2 (xRM1)
Standard unit: MD
Unit group: xRM1 Work
Standard price list: price list (xRM1)
Designated decimal places: 5
For a service product (3) Name: Professional Service 3 (xRM1)
Standard unit: MD
Unit group: xRM1 Work
Standard price list: price list (xRM1)
Designated decimal places: 5
Services For a project service (1) Name: User Service 1 (xRM1)
Primary status: reserved
Standard duration: 2 hours
Tasks begin every: 2 hours
Start at: 8:00 a.m.
For a project service (2) Name: User Service 2 (xRM1)
Primary status: reserved
Standard duration: 2 hours
Tasks begin every: 2 hours
Start at: 8:00 a.m.
For a project service (3) Name: User Service 3 (xRM1)
Primary status: reserved
Standard duration: 2 hours
Tasks begin every: 2 hours
Start at: 8:00 a.m.
Product / service assignment Assigning a project service (1) to a service product (1) Professional Service 1 (xRM1) <=>User Service 1 (xRM1)
Assigning a project service (2) to a service product (2) Professional Service 2 (xRM1) <=>User Service 2 (xRM1)
Assigning a project service (3) to a service product (3) Professional Service 3 (xRM1) <=>User Service 3 (xRM1)
Price list price list for billing products and travel Name: Price List (xRM1)
Currency: $/€/… (system-currency)
Price item Price list item for service product (1) Product: Professional Service 1 (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 1100
Price list item for service product (2) Product: Professional Service 2 (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 900
Price list item for service product (3) Product: Professional Service 3 (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 750
Price list item for travel expenses Product: Travel Costs (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 1
Price list item for travel times Product: Travel Times (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 1
Product for mileage Product: Distance (xRM1)
Quantity selling options: complete and in parts
Unit: MD
Price calculation method: currency amount
Amount: 0.5
User
(only necessary for the designated user)
Project related user data User: designated user
License type: as selected by the wizard
Standard service: User Service 1 (xRM1)
Yearly vaccation: 24
Remaining vaccation: 6
Cost per hour: 100 $/€/… (system currency)
xRM1 Configuration Travel products defined Product for travel times: Travel Times (xRM1)
Product for travel expenses: Travel Costs (xRM1)
Product for mileage: Distance (xRM1)
Tax Key Germany’s Tax Key for products, which are not taxable due to reverse-charge procedure or 3rd Party country Name: MwSt Deutschland (Europa)
Tax Rate [%]:0.0
Tax Key for Tax Free products Name: MwSt Deutschland (frei)
Tax Rate [%]:0.0
Reduced Tax Key for value added tax (VAT) in Germany Name: MwSt Deutschland (reduziert)
Tax Rate [%]:7.0
Standard Tax Key for value added tax (VAT) in Germany Name: MwSt Deutschland (voll)
Tax Rate [%]:19.0
Tax Value Rate is not taxable in Germany due to reverse-charge procedure or 3rd Party country Tax Rate [%]:0.0
Rate for Tax Free products Tax Rate [%]:0.0
Reduced rate of value added tax (VAT) in Germany Tax Rate [%]:7.0
Standard rate of value added tax (VAT) in Germany Tax Rate [%]:19.0

 

Idea Management base data

Entity Value
Idea type Evaluation criteria Rating 
Idea Production idea (xRM1) Possible cost reduction (xRM1) 30%
Possible quality improvement (xRM1) 40%
Possible improvement in reliability (xRM1) 30%
Office idea (xRM1) Possible saving of at least 10 min per day (xRM1) 40%
Possible increase in employee satisfaction (xRM1) 20%
Possible improvement of administrative processes (xRM1) 40%