RamBase release info - week 39

These changes have been rolled out in RamBase in the past week:



Client Framework


Old Context menu now to be fully replaced by new Context menu  

Classification: USEFUL


The old Context menu is now fully replaced by the new Context menu (released two years ago). This means that the Show new context menu option is no longer available via the Account option in the Toolbar.

 

In Account, the PER image is moved to the top right corner and has replaced the User profile icon, if the user has an image in RamBase. If there is no image, the User Profile icon will continue as before.

 

Read more about the Context menu here



Sales


Delivery project name available in the Sales order (COA) application

Classification: USEFUL


The Manufacturing team tab in the Sales order (COA) application has been renamed Manufacturing info. In addition, a new field called Sales delivery project has been added to this tab. If a Sales order (COA) is linked to a Delivery project (PRO), the name of the delivery project is shown in this new field. Click the field's View icon to open the project in the Delivery project (PRO) application.

 

Sales delivery project, Assignee and Account manager have been added as hidden columns in the Sales orders (COA) menu and are available via Column settings.

 

Read more about the Delivery project (PRO) application here


Read more about the Sales order (COA) application here



Finance


New operation for closing Fixed assets (FAR)

Classification: USEFUL


A new operation Close fixed asset (St=9) is available in the Fixed assets (FAR) application to close a fixed asset with no depreciation.


This operation is available when the fixed assets is in Status 8 and has no depreciation applied.



Admin


Coming: Approvals (APPROVAL) application will be updated with extensive filtering options and much more
Classification: IMPORTANT 

 

A new version of the Approvals (APPROVAL) application will be released soon. It gives a good overview of items in need of approval, or that have been sent for approval, all in one place. In other words, Purchase orders, Supplier invoices and so on, all at a glance.

 

There are extensive filtering options to ensure that it is easy to find relevant items for approval. Attachments may be previewed without further clicking and lists may be exported to Excel. The application also makes it easy to process items, as it has options to approve/reject one at a time, or in bulk.

 

A daily e-mail will be sent to each user with a summary of approvals pending the user's review. When an approval is marked as "urgent", an e-mail will be sent to the user immediately. This will replace the use of Internal message service (IMS) notifications.

 

Read more about the Approvals (APPROVAL) application here 


Release date: 16 October 2023