These changes have been rolled out in RamBase in the past week:
Sales
New widget called My project order work log summary is available soon
Classification: USEFUL
The new My project order work log summary widget will present the hours the user has worked. It is split between Today, Yesterday, Previous week and This week.
The total of logged hours for Today, Yesterday, Last week and This week for the supplied filter is visible in the bottom of the Work log (WOL) application.
Customer name in Project order (POD) has been split into FirstName and Name
Classification: USEFUL
Both fields are available as columns in the Project order area and may also be used as filters.
Procurement
Critical Date field added in the Purchase (PUR) application for the Pending Items and External Work tabs
Classification: USEFUL
The field will have content when purchasing for Production work orders (PWO). Critical date is the latest date you may start the operation and still be able to complete the production work order at the scheduled completion date.
Product unit marking specification field added in the Purchase order item (SPO) application
Classification: USEFUL
The field is placed in the Note tab and only visible on purchase orders for outsourced operations. When purchasing to a particular Production work order (PWO), Product unit marking specification will be copied from the production work order.
Logistics
There is implemented a solution that enables the users to move a specified stock quantity from one product to another
Classification: USEFUL
There is implemented a solution so that the user can change product of existing stock. In practice that means to move part of a Goods reception item (SSAITEM) to a new Goods reception item (SSAITEM) with another product id.
A stock quantity can be moved from one given product to another, for example from product A to product B. If a deviation occurs on product A, causing it not to fulfill certain requirements, a specified stock quantity can be moved from product A to product B due to more lenient requirements. It will then be used as product B. Moving stock from one product to another is only available for stock of type Part or Material.
New field when clicking the On hold button in the Work order operation (WOO) application
Classification: USEFUL
The new field Caused by gives you two new options to choose from when putting a Work order operation (WOO) on hold, which are Us and Customer. These options indicate whether the Work order operation (WOO) has been put on hold by either the company or the customer. You will get a description of when it was set on hold, by whom, why and whether it was by a customer or us.
The Caused by field can also be found in the Production work order (PWO) and Planned service operations (SVC) applications.
Product marking template (PMT) is used as a tool to generate text to mark product units during production. The Product marking template (PMT) will automatically build a marking text for a product unit using the template created for a product. Users can create a template with usage of parameters to be replaced by fields from RamBase.
The marking text created from the template can be found in the Marking field in the Life cycle management (LCM) application and the whole template can be found from the Product marking specification context menu in the Work order operation (WOO) application.
Possible to choose which dimensions to copy when using Copy GL account, dimensions and VAT
Classification: USEFUL
Users may now choose which dimensions to copy when using Copy GL account, dimensions and VAT to all items in the Supplier invoice items (SINITEM) and Supplier credit note item (SCNITEM) applications.
Enhanced view of tree structure in Charts of accounts (ACC)
Classification: USEFUL
Users may get a better overview of accounts and their sub accounts by clicking a new icon that has been added in the Charts of Accounts area. Clicking this new icon allow users to drill down through the account structure for an easy overview and access to the sub accounts. In addition, the tree structure in the Charts of accounts (ACC) application is now visible at the top of the Account info area.
Note that the tree structure functionality on GL accounts has to be active in the Company settings (CSV).
For customers using PEPPOL, it is now possible to monitor inbound and outbound invoices & credit notes
Classification: USEFUL
Customers may now monitor both inbound and outbound invoices and credit notes in the Compello portal. The contact person will also receive a daily report of invoices & credit notes via email. If an invoice or credit note has failed, there will usually be an error message which might helpful in further investigation.
To activate the monitoring of inbound and outbound invoices & credit notes, please notify RamBase of the full name and email address of the relevant contact person through any support channel.
Eli Havn
These changes have been rolled out in RamBase in the past week:
Sales
New widget called My project order work log summary is available soon
Classification: USEFUL
The new My project order work log summary widget will present the hours the user has worked. It is split between Today, Yesterday, Previous week and This week.
The total of logged hours for Today, Yesterday, Last week and This week for the supplied filter is visible in the bottom of the Work log (WOL) application.
Read more about widgets here
Customer name in Project order (POD) has been split into FirstName and Name
Classification: USEFUL
Both fields are available as columns in the Project order area and may also be used as filters.
Procurement
Critical Date field added in the Purchase (PUR) application for the Pending Items and External Work tabs
Classification: USEFUL
The field will have content when purchasing for Production work orders (PWO). Critical date is the latest date you may start the operation and still be able to complete the production work order at the scheduled completion date.
Product unit marking specification field added in the Purchase order item (SPO) application
Classification: USEFUL
The field is placed in the Note tab and only visible on purchase orders for outsourced operations. When purchasing to a particular Production work order (PWO), Product unit marking specification will be copied from the production work order.
Logistics
There is implemented a solution that enables the users to move a specified stock quantity from one product to another
Classification: USEFUL
There is implemented a solution so that the user can change product of existing stock. In practice that means to move part of a Goods reception item (SSAITEM) to a new Goods reception item (SSAITEM) with another product id.
A stock quantity can be moved from one given product to another, for example from product A to product B. If a deviation occurs on product A, causing it not to fulfill certain requirements, a specified stock quantity can be moved from product A to product B due to more lenient requirements. It will then be used as product B. Moving stock from one product to another is only available for stock of type Part or Material.
Read more about how to move product in stock to another product here
Production
New field when clicking the On hold button in the Work order operation (WOO) application
Classification: USEFUL
The new field Caused by gives you two new options to choose from when putting a Work order operation (WOO) on hold, which are Us and Customer. These options indicate whether the Work order operation (WOO) has been put on hold by either the company or the customer. You will get a description of when it was set on hold, by whom, why and whether it was by a customer or us.
The Caused by field can also be found in the Production work order (PWO) and Planned service operations (SVC) applications.
Read more about the Work order operation (WOO) application here
New Product marking template (PMT) application
Classification: USEFUL
Product marking template (PMT) is used as a tool to generate text to mark product units during production.
The Product marking template (PMT) will automatically build a marking text for a product unit using the template created for a product. Users can create a template with usage of parameters to be replaced by fields from RamBase.
The marking text created from the template can be found in the Marking field in the Life cycle management (LCM) application and the whole template can be found from the Product marking specification context menu in the Work order operation (WOO) application.
Read more about the Product marking template (PMT) application here
Finance
Possible to choose which dimensions to copy when using Copy GL account, dimensions and VAT
Classification: USEFUL
Users may now choose which dimensions to copy when using Copy GL account, dimensions and VAT to all items in the Supplier invoice items (SINITEM) and Supplier credit note item (SCNITEM) applications.
Read more about Copy GL account, dimensions and VAT here
Enhanced view of tree structure in Charts of accounts (ACC)
Classification: USEFUL
Users may get a better overview of accounts and their sub accounts by clicking a new icon that has been added in the Charts of Accounts area. Clicking this new icon allow users to drill down through the account structure for an easy overview and access to the sub accounts. In addition, the tree structure in the Charts of accounts (ACC) application is now visible at the top of the Account info area.
Note that the tree structure functionality on GL accounts has to be active in the Company settings (CSV).
For customers using PEPPOL, it is now possible to monitor inbound and outbound invoices & credit notes
Classification: USEFUL
Customers may now monitor both inbound and outbound invoices and credit notes in the Compello portal. The contact person will also receive a daily report of invoices & credit notes via email. If an invoice or credit note has failed, there will usually be an error message which might helpful in further investigation.
To activate the monitoring of inbound and outbound invoices & credit notes, please notify RamBase of the full name and email address of the relevant contact person through any support channel.
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