Sales Pipeline Manager Now Available for Opera 3 SQL SE
This month, Pegasus have announced the latest version of Opera 3, version 2.94.00. This update is valid for all variants including Opera 3 SQL SE.
This significant release of Opera 3 is the culmination of months of development. The major highlight is that Sales Pipeline Management is now available for Opera 3 SQL server Edition (SE). This functionality was previously only available in Opera 3.
The release also includes several design and optimisation improvements as well as some underlying architectural changes to Opera 3 SQL SE to support the new Purchase Automation capabilities and integration with Pegasus CIS 5.
Sales Pipeline Management for Opera 3 SQL SE
Opera 3 SPM gives you clear visibility into all stages of the sales process. You can manage your relationship with prospects right from the initial point of contact through to the sale and beyond. Once you have converted prospects to customers, SPM’s reporting tools help you report on their profitability, and increase your business potential with them.
As with all applications in Opera 3 SQL SE, Sales Pipeline Management runs on the industry-standard SQL Server database which provides far greater robustness and security than standard Opera 3.
SPM also integrates with Outlook, Excel and Word, as well as 3 SQL SE Supply Chain Management and Financials, eliminating the need to re-keying any information as account information is always up to-date.
For further information please visit Opera 3 SQL SE.
Payroll – P45 Leaver Report
The P45 Leaver Report has been simplified to provide the following functionality:
- Whether to create P45 documents for employees who wish to have their Payroll related documents (Payslips, P60s and P45s) printed or emailed.
- Whether P45s are to be printed/emailed for a singular employee, a range of employees or the full range of employees.
- Whether to include Prior Period Leavers in the report selection criteria.
- Whether attachments are to be included when P45s are emailed.
Cashbook, Purchase Ledger and Payroll – BACS
Further security controls can now be applied to the BACS output file.
Where previously all the BACS files resided in the data directory in a folder called ?_BACS (?=company identifier) the BACS files are now stored in an application specific folder.
- Cashbook = Z_CBBACS
- Purchase Ledger = Z_PLBACS
- Payroll = Z_WGBACS
SPM – Activities
A new function called Transfer to Outlook has been added to the Activities Action menu. This new function is used only when the “Automatically transfer new activities to MS Outlook Calendar” option is enabled in Set Options.
For those activities that have been created using an Activity Type where the scheduling Option is set to create either an appointment, task or meeting request the function can be used to reinstate the activity if for some reason it had been deleted in Outlook.
Opera 3 SQL SE Purchase View, Matrix Reports and BOM Works Order Progress routines have all been optimised to manage extremely large datasets. Additional controls have also been added to the Retrospective Debtors Report to manage criteria processing on extremely large datasets.
For a full list of all the changes in this release, please view this document: 2.94.00 Release
Want to learn more about Pegasus Opera 3 Version 2.94.00?
If you want to learn more about Pegasus Opera 3 Version 2.94.00, or the reasons why you should upgrade visit our page