There is a new feature being made available within Winner Flex desktop app 12.1a5 or later. It provides the ability to store the invoicing component in the Cloud/Flex Platform.
This feature is being rolled out gradually to our customers. Once it has been activated, the steps required before you can start using this new component, are dependent on your history:
If you are a new Winner Flex desktop app user or
If you are a former user of Winner Flex desktop app in an earlier version than 12.1a5.
Note: to have the feature activated please contact your local Support office.
Customers starting directly with Winner Flex desktop app 12.1a5 (or newer)
If you are a new Winner Flex customer, starting directly with Winner Flex desktop app 12.1a5 (or newer), you will use the new Invoicing component right from the start. No additional action/activation is required.
Note: Invoices from projects that are migrated from the (old) Winner Design database, will be migrated in the same step as the project migration – no additional migration step for invoices is required.
Former Winner Flex desktop app users, who were using the system in an earlier version than 12.1a5
If you are a former user of Winner Flex desktop app you may have an old invoice database (stored locally) from Winner Design (legacy) and a newer local invoice database for projects created in Winner Flex desktop app.
Note: The Winner Flex desktop app invoice database is stored locally at the workstation set as Master for invoicing.
After the invoice migration feature has been activated, the following dialogue will appear when you next start Winner Flex desktop app:
Please NOTE the following:
- This dialogue appears only on the invoice master installation. If you click No, you will continue to use the local invoice database as before.
- If your company has multiple Shop definitions, we advise to do the migration for all the shops in the same process. This will reduce the risk for conflicting invoice numbers when you start creating invoices direct into the cloud storage.
If you want to migrate from Winner Legacy to Winner Flex desktop app
Migration is done the same way as before – see Winner Flex: Project migration process. However, once the feature has been activated in version 12.1a5 the invoices from the related projects are also migrated in the same step as the project migration.
Important things to note:
- If you were a former Winner Flex desktop app user, who was using the system in an earlier version than 12.1a5 the feature would need to be activated first before migrated projects would include invoices.
- The migration is only possible if the user has system administrator rights. If the user doesn't have these rights they will receive the following message:
- The migration is only possible if the project or invoice number you want to migrate into Winner Flex desktop app is not used already by another project in Winner Flex desktop app – Project and Invoice numbers have to be unique on company level.
- All shops have, by default, assigned a number range rule for invoicing. The last used number in the local invoice database will also be migrated to the new related number series rule in Flex.
- If you have multiple shops, you can define separate invoice number ranges per shop. The default setting is that all shops share the same invoice number range. This can be changed when you edit the Number Range configuration in the shop settings.
Related articles
Winner Flex: Project migration process from offline database