These changes have been rolled out in RamBase in the past week:
Sales
End customer can now be added to sales transactions and subsequently be inherited throughout the sales process
Classification: USEFUL
Information about the end customer of a sale is now stored and inherited throughout the sales process: from a request for a quote to the sales invoice. The information may be added in a new tab named End customer in the applications for all sales transactions.
Validity check when updating financial project in Sales order item (COAITEM) Classification: USEFUL
When updating financial project in Sales order item (COAITEM), RamBase will check if the sales order belongs to a Delivery project (PRO). If it does, the only allowed financial project is the one that is set up for the delivery project.
Alberina Shala
These changes have been rolled out in RamBase in the past week:
Sales
End customer can now be added to sales transactions and subsequently be inherited throughout the sales process
Classification: USEFUL
Information about the end customer of a sale is now stored and inherited throughout the sales process: from a request for a quote to the sales invoice. The information may be added in a new tab named End customer in the applications for all sales transactions.
Validity check when updating financial project in Sales order item (COAITEM)
Classification: USEFUL
When updating financial project in Sales order item (COAITEM), RamBase will check if the sales order belongs to a Delivery project (PRO). If it does, the only allowed financial project is the one that is set up for the delivery project.