Webinar - Sales: New upcoming changes for a more effective way of creating sales items by enhanced Product (ART) search in the Sales quote request (CRQ), Sales quote (CQU) and Sales order (COA) applications
A
Alberina Shala
started a topic
over 2 years ago
Classification: IMPORTANT
RamBase is introducing a more effective way of creating sales items, by enhancing Product (ART) search that will affect all users who creates and works with Sales quote request (CRQ), Sales quotes (CQU) and Sales order (COA).
The new changes being implemented are:
A draft can automatically be created from the new Create new draft button.
A new Add products tab with the same features for product search as in the Product (ART) application.
A new Show details checkbox in the Items tab and Add products tab.
Possible to re-arrange the order of items.
The new field LineNo is available as a column in Sales quote item (CRQITEM), Sales quote item (CQUITM) and Sales order (COAITEM) applications.
The item field will be changed to be an ID and the new field LineNo will decide the order of lines and will be used as sequence number for items. Item and LineNo will not necessarily be synchronized. PDFs to Customers (CUS) will be changed to show a column for LineNo rather than Item.
The reason for the implementation is to allow the user to both have more information available in each application and to create these documents and then fill with items in a more effective way.
Alberina Shala
Classification: IMPORTANT
RamBase is introducing a more effective way of creating sales items, by enhancing Product (ART) search that will affect all users who creates and works with Sales quote request (CRQ), Sales quotes (CQU) and Sales order (COA).
The new changes being implemented are:
A draft can automatically be created from the new Create new draft button.
A new Add products tab with the same features for product search as in the Product (ART) application.
A new Show details checkbox in the Items tab and Add products tab.
Possible to re-arrange the order of items.
The new field LineNo is available as a column in Sales quote item (CRQITEM), Sales quote item (CQUITM) and Sales order (COAITEM) applications.
The item field will be changed to be an ID and the new field LineNo will decide the order of lines and will be used as sequence number for items. Item and LineNo will not necessarily be synchronized. PDFs to Customers (CUS) will be changed to show a column for LineNo rather than Item.
The reason for the implementation is to allow the user to both have more information available in each application and to create these documents and then fill with items in a more effective way.
Read more about the Sales order (COA) application here
We invite you to the webinar regarding the new upcoming changes in the sales module.
The webinar is scheduled for 28 November 2022, 13:00-14:00 CET.
Download and open the .ics file to add the webinar to your calendar.
Webinar date: 28 November 2022
Release date: 30 November 2022
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