RamBase release info - week 48

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



Sales


COMING: Change in how expenses are logged for project orders 

Classification: IMPORTANT

 

RamBase is introducing a change in how expenses are logged for project orders. Project order items which enable manually update of accrued numbers will be replaced by items which calculate numbers based on expense logs.

 

Previously, expenses could only be added as a quantity of 1. The introduction of expense logs allows users to estimate and log any quantity for these project order items, and cost and sales will automatically be calculated based on this information. For example, when recording mileage allowance as an expense, users may log their mileage day by day. Cost and sales for this project order item will then be calculated automatically based on these logs.

 

The use of expense logs will enhance accuracy, traceability, and transparency. It contributes to accuracy by providing more comprehensive information, aids traceability by offering a clearer history of expenditures, and promotes transparency by allowing for a more detailed breakdown of the costs involved.

 

Expense logs may be added to a project order item directly from the Project order item (PODITEM) application or from the new Expense log (EXL) application, both in the desktop version, as well as the RamBase mobile application.

 

Users can process and finalize existing project order items that enable manual update of accrued expenses. However, they will not be able to create new ones after the release.

 

Read more about expense logs here

 

Release date: 6 December 2023



Finance


Coming: RamBase will no longer use Bloomberg as a currency source

Classification: IMPORTANT

 

Beginning on January 1, 2024, RamBase will no longer use Bloomberg as a currency source. As part of this transition, customers who currently have Bloomberg as either their primary or secondary currency source will be switched to new alternatives. The new source for currency exchange rates will be selected based on the country code of each company's database. For instance, for Norway (NO), the primary source will be Norges Bank, and the secondary source will now be Xignite, our new currency exchange rate provider.

 

This table displays various configurations for primary and secondary rate sources:

 

Country (Code)

Primary RateSource

Secondary Rate Source

Norway (NO)

Norges Bank

Xignite

Sweden (SE)

Sveriges Riksbank

Xignite

Poland (PL)

Nardowy Bank Polski

Xignite

Europe

European Central Bank

Xignite

Other

Xignite

European Central Bank

 

All sources are currently accessible to customers, allowing the switch to be completed at this time if preferred. To implement the change now, or for any inquiries or additional clarification needed, feel free to contact your support provider. In the event the change has not been initiated by January 1, the adjustment will be made automatically.

 

Read more about rate source here



Two new operations available in Customer invoice management (CIM)

Classification: USEFUL

 

To enhance efficiency in deletion and updating processes, the Customer invoice management (CIM) application now provides two new mass update operations within the Invoices tab:

 

  • Delete all items and discard Sales Invoices
  • Update Sales Invoices (Fields available for update are DATE, YOURNO and YOURREF)

 

Both new operations will be executed based on the selected filter.



QHSES


New version of the Quality issue (QIS) application 

Classification: IMPORTANT


The Quality issue (QIS) application has been introduced as two separate applications:

  • The Quality issue list (QIS) application and

  • The Quality issue details (QISD) application

 

Users will still find all existing functions and features, but the improved user interface will make the work on quality issues in RamBase more intuitive and user-friendly.

 

When entering the Quality issue list (QIS) application, users will see a list of quality issues and have extensive filtering options. Selecting an issue from the list, or creating a new quality issue, will take the user to the quality issue in the Quality issue details (QISD) application.  

 

The Quality issue details (QISD) application is where quality issues are processed. It has a clearer flow than the previous Quality issue (QIS) application. In addition, it offers several options of how to navigate back and forth between the different parts of the process.

 

In the Quality issue details (QISD) application, users will also notice a new grey area added to the right of the working area. (This stays the same for the whole process.) The default Summary tab gives an overview of information given in all parts of the process. Tabs for Log, Notes and Mail are also on-hand throughout the different phases of processing the quality issue.   

 

The mobile application has also been improved, making it possible to add pictures and source data when creating a quality issue via the mobile application.


If any of the columns appear blank or look strange after the release, click the Columns settings icon and select the Reset to default view option. This should resolve the issue.


See how the new quality issue applications work in this film

Read more about the The Quality issue list (QIS) application here

Read more about the The Quality issue details (QISD) application here

 

Screenshot from the Quality issue list (QIS) application:


Screenshot from the Quality issue details (QISD) application: