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Intrare și intrare

Betrieblicher Arbeitsbereich crm_office

În cazul în care se aplică cerințele de identificare a datelor de origine, se aplică următoarele cerințe:

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⚡ Arbeitsabläufe (19) 📋 Aufgaben & Funktionen (25) ❓ Formularhilfe im Bereich 🛡️ Rechtliche Richtlinien

⚡ Typische Arbeitsabläufe Schritt für Schritt

Foto de tip

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
asset_capture_agent
asset_capture_agent

{"key": "step_0", "label": "Hersteller, Modell, Seriennummer auslesen", "adapter": "agent.execute", "agent": "asset_capture_agent", "condition_fact": null}

✓ asset_capture_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Foto mit Anlage verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Instrucțiunea de utilizare: agent de la recepție

Plan durabil verificat (durable_plan), inițiativă: manual_command.

Ablaufschritte:
inbox_agent
inbox_agent

{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "inbox_agent", "condition_fact": null}

✓ inbox_agent

Ordonanța de utilizare: agent vocal

Plan durabil verificat (durable_plan), inițiativă: manual_command.

Ablaufschritte:
voice_agent
voice_agent

{"key": "execute_command", "label": "Befehl prüfen, ausführen oder zur Freigabe vorlegen", "adapter": "agent.execute", "agent": "voice_agent", "condition_fact": null}

✓ voice_agent

contract încărcat

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
contract_agent
contract_agent

{"key": "step_0", "label": "Vertrag klassifizieren und erfassen", "adapter": "agent.execute", "agent": "contract_agent", "condition_fact": null}

✓ contract_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Vertrag mit Kunde und Projekt verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

aviz de expediție încărcat

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
delivery_note_agent
delivery_note_agent

{"key": "step_0", "label": "Lieferschein erkennen, Lieferant finden/anlegen, Wareneingang (DRAFT) mit Positionen erstellen", "adapter": "agent.execute", "agent": "delivery_note_agent", "condition_fact": null}

✓ delivery_note_agent
material_capture_agent
material_capture_agent

{"key": "step_1", "label": "Geliefertes Material als Produktkandidaten erfassen", "adapter": "agent.execute", "agent": "material_capture_agent", "condition_fact": "has_materials"}

✓ material_capture_agent
filing_agent
filing_agent

{"key": "step_2", "label": "Lieferschein in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Document încărcat (fără documente)

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
document_agent
document_agent

{"key": "step_0", "label": "Dokumenttyp erkennen", "adapter": "agent.execute", "agent": "document_agent", "condition_fact": null}

✓ document_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Dokument in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Primirea e-mailului

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
inbox_agent
inbox_agent

{"key": "step_0", "label": "E-Mail klassifizieren (Anfrage, Reklamation, etc.)", "adapter": "agent.execute", "agent": "inbox_agent", "condition_fact": null}

✓ inbox_agent
inquiry_agent
inquiry_agent

{"key": "step_1", "label": "Anfrage in Angebot oder Aufgabe umwandeln", "adapter": "agent.execute", "agent": "inquiry_agent", "condition_fact": "is_inquiry"}

✓ inquiry_agent
reply_agent
reply_agent

{"key": "step_2", "label": "Antwort-Entwurf erstellen", "adapter": "agent.execute", "agent": "reply_agent", "condition_fact": "needs_reply"}

✓ reply_agent

Înregistrarea de cheltuieli

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
expense_agent
expense_agent

{"key": "step_0", "label": "Ausgabe erkennen, Betrag und Kategorie extrahieren", "adapter": "agent.execute", "agent": "expense_agent", "condition_fact": null}

✓ expense_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Beleg in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Inbox: Identificarea, verificarea și cascadarea

Plan durabil verificat (durable_plan), inițiativă: inbox.

Ablaufschritte:
step_0
Pașă 1

{"key": "process_inbox", "label": "Eingang verarbeiten und freigeben", "adapter": "inbox.process", "agent": null, "condition_fact": null}

Indicarea ISM încărcată

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
ism_evidence_agent
ism_evidence_agent

{"key": "step_0", "label": "Nachweis klassifizieren und mit Massnahme verknuepfen", "adapter": "agent.execute", "agent": "ism_evidence_agent", "condition_fact": null}

✓ ism_evidence_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Nachweisdokument ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Incident de securitate raportat

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
ism_incident_agent
ism_incident_agent

{"key": "step_0", "label": "Vorfall klassifizieren und im ISM-Register anlegen", "adapter": "agent.execute", "agent": "ism_incident_agent", "condition_fact": null}

✓ ism_incident_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Vorfalldokument ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Directivă de securitate încărcată

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
ism_policy_agent
ism_policy_agent

{"key": "step_0", "label": "Richtlinie klassifizieren und als Entwurf anlegen", "adapter": "agent.execute", "agent": "ism_policy_agent", "condition_fact": null}

✓ ism_policy_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Richtlinie in der ISM-Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Încarcat în mod corespunzător

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
maintenance_report_agent
maintenance_report_agent

{"key": "step_0", "label": "Wartungsprotokoll klassifizieren und optional an Anlage haengen", "adapter": "agent.execute", "agent": "maintenance_report_agent", "condition_fact": null}

✓ maintenance_report_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Protokoll in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Începerea cererii/prevenirea costurilor

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
inquiry_agent
inquiry_agent

{"key": "step_0", "label": "Anfrage erkennen und Kunde zuordnen", "adapter": "agent.execute", "agent": "inquiry_agent", "condition_fact": null}

✓ inquiry_agent
quote_agent
quote_agent

{"key": "step_1", "label": "Angebotsentwurf erstellen", "adapter": "agent.execute", "agent": "quote_agent", "condition_fact": "is_quote_request"}

✓ quote_agent
filing_agent
filing_agent

{"key": "step_2", "label": "Anfrage in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Înregistrări de înregistrare

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
receipt_agent
receipt_agent

{"key": "step_0", "label": "Beleg erkennen, Lieferant und Betrag extrahieren", "adapter": "agent.execute", "agent": "receipt_agent", "condition_fact": null}

✓ receipt_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Dokument in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent
material_capture_agent
material_capture_agent

{"key": "step_2", "label": "Material aus Beleg erfassen", "adapter": "agent.execute", "agent": "material_capture_agent", "condition_fact": "has_materials"}

✓ material_capture_agent

Foto de site-ul de construcție încărcat

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
site_documentation_agent
site_documentation_agent

{"key": "step_0", "label": "Foto als Baustellenbericht klassifizieren", "adapter": "agent.execute", "agent": "site_documentation_agent", "condition_fact": null}

✓ site_documentation_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Bericht mit Projekt verknuepfen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Invoice de furnizori încărcate

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
supplier_invoice_agent
supplier_invoice_agent

{"key": "step_0", "label": "Rechnung erkennen, Lieferant finden/anlegen, Beleg + Buchungsvorschlag + Projektkosten erstellen", "adapter": "agent.execute", "agent": "supplier_invoice_agent", "condition_fact": null}

✓ supplier_invoice_agent
filing_agent
filing_agent

{"key": "step_1", "label": "Rechnung in der richtigen Akte ablegen", "adapter": "agent.execute", "agent": "filing_agent", "condition_fact": null}

✓ filing_agent

Începerea unei notițe lingvistice

Plan durabil verificat (durable_plan), începere: inbox_review.

Ablaufschritte:
voice_agent
voice_agent

{"key": "step_0", "label": "Sprache erkennen und weiterleiten", "adapter": "agent.execute", "agent": "voice_agent", "condition_fact": null}

✓ voice_agent
time_capture_agent
time_capture_agent

{"key": "step_1", "label": "Zeiterfassung erstellen", "adapter": "agent.execute", "agent": "time_capture_agent", "condition_fact": "has_time_entry"}

✓ time_capture_agent

Poșta

În cazul în care se aplică o metodă de verificare a situaţiei, se poate observa o metodă de verificare a situaţiei.

Ablaufschritte:
new
nou

Statutul <unk>nue<unk> al mașinii de tip postă.

routing
routing

Statutul <unk>routing<unk> al mașinii de stat poștală.

processing
prelucrare

Statut <unk>procesare<unk> a mașinii de stat poștală.

needs_review
needs_review

Statutul <unk>needs_review<unk> al mașinii de tip postă.

completed
completate

Statutul <unk>complet<unk> al mașinii de tip postă.

failed
Echec

Statutul de intrare a postului de stat.

📋 Wichtige Aufgaben & Funktionen in diesem Bereich

❓

Formular- & Eingabehilfe in diesem Modul

In allen Erfassungs- und Bearbeitungsmasken dieses Moduls finden Sie an jedem Eingabefeld das blaue ?-Symbol:

  • Ebene 1 (Kurzhilfe): Ein Klick zeigt sofort Bedeutung, Pflichtstatus und empfohlene Werte an.
  • Ebene 2 (Erweiterte Hilfe): Ausklappbare Details zu Validierungsregeln, Formatvorgaben und Buchungswirkungen.
  • Ebene 3 (Prozess-Verknüpfung): Direkter Link zum übergeordneten Geschäftsprozess und den Prüfpunkten.

🛡️ Rechtliche Leitlinien & Compliance

✓ GoBD Recuperare electronică a documentelor ✓ Scane de înlocuire (RESISCAN TR-03138)