Organization | Create demo base Data

Task #10265 | 5057.000

This task affects SwissSalary onPrem and our SwissSalary 365 SaaS cloud customers (currently no support for SwissSalary BAU and SwissSalary NSP).

There is a new ‘Create demo master data’ feature in ‘Organization’. It is primarily intended for our partners for provision of demo environment as quickly as possible.

IMPORTANT:
This feature can only be used if there is no setup data in other modules either. If this feature is used, all existing SwissSalary settings and some settings in other modules (Financial accounting, Projects, etc.) are deleted beforehand. That is why SwissSalary checks whether setup data is already available. If this is the case, an error message appears and processing is aborted. This way we ensure that the function is not accidentally executed in a ‘wrong client’. If there are customer-specific developments with access to SwissSalary standard objects, these individual functions are not taken into account.

In addition to regular initialization data (payroll master data, wage types, time types, etc.), the data and settings below are now created as well:

•10 employees in Personnel master data including social security, personnel dimensions, payment details, children and wages

•Two items of personnel statistics including employee assignments

•(Note: The selection options for the ‘Landolt & Mächler wage comparison’ personnel statistics can change from year to year)

•Budget settings

•Budget structures including rows

•Budget column layout including rows

•VACANCIES number series including the rows for vacancies in the budget module

•Settings of the TIME open interface

•TIME-ARCH number series including rows for saving the file imported from the TIME open inter-face

•TIME-IMPORT report journal including the connection to the TIME open interface

•TIME-IMP booking trace code including assignment in the TIME-IMPORT report journal

•Other modules

o        e.g., financial chart of accounts

oe.g., fiscal periods

oe.g., a demo debtor is created for the project

oe.g., dimensions and dimension values

oe.g., a demo project including a task

oe.g., VAT posting categories

NOTE:

As usual, you can import withholding tax rates separately (also via Organization).