These changes have been rolled out in RamBase in the past week:
Sales
Change in how expenses are logged for project orders
Classification: IMPORTANT
RamBase has introduced a change in how expenses are logged for project orders. Project order items which enable manually update of accrued numbers is 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
Automatically distribute serial numbers to picked parts in Life cycle management (LCM) trace list
Classification: USEFUL
A new option in the context menu is available to automatically assign serial numbers in ascending order, after products are picked in the Production work order (PWO) application. By default, the option is disabled and the new Company setting (CSV): Assign serial numbers in ascending order needs to be turned ON to activate the Assign serial numbers in ascending order option in the Production work order (PWO) context menu.
This only works on Class K* items (kit, kit assemblies, etc) and requires a Production work order (PWO) in Status 5 or Status 8 (released and not yet forwarded to stock). These items must be pickedfirst andvisible in theLife cycle management (LCM) and product unit trace list. Items must be linked to a registered Goods reception (SSA) document item that has available serial numbers.
The new option requires a permission to initiate picking in the production work order, available for the Production operator role.
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.
It is now possible to preview the postings to the general ledger for an invoice and credit note in the Accounting tab on an invoice or credit note before registering it to Status 4.
By reviewing the invoice details in advance users can ensure that invoices are accurate, complete, and compliant with business policies and procedures.
Changes to default VAT code in manual General ledger (ATR) entries
Classification: USEFUL
Previously, when making manual journal entries, the VAT code field would automatically get the default value associated with the chosen general ledger account.
To increase efficiency and ensure accurate reporting, an important update has been made: the default VAT code for manual entries will now be set to the VAT code defined as XMPURC (Exempt from VAT) in the VAT Menu. It is important to highlight that with this enhancement, users must now manually specify the VAT code for any manual General ledger (ATR) entries that should be included in the VAT reports before creating the VAT postings (VAP)
This adjustment is designed to capture only those lines that really affect VAT reporting, in accordance with best practices for accurate financial management.
Admin
Possibility to add Custom fields (CUSTOMFIELDS) exclusively to selected companies Classification: USEFUL
In the Custom fields (CUSTOMFIELDS) application, it is now possible to customize which companies a custom field should be available in. This is done by selecting relevant companies by checking the corresponding checkbox in the Companies to show field in area.
The option to select companies is available only when multiple companies are accessible to the user.
Eli Havn
These changes have been rolled out in RamBase in the past week:
Sales
Change in how expenses are logged for project orders
Classification: IMPORTANT
RamBase has introduced a change in how expenses are logged for project orders. Project order items which enable manually update of accrued numbers is 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
Read more about expense logs here
Production
Automatically distribute serial numbers to picked parts in Life cycle management (LCM) trace list
Classification: USEFUL
A new option in the context menu is available to automatically assign serial numbers in ascending order, after products are picked in the Production work order (PWO) application. By default, the option is disabled and the new Company setting (CSV): Assign serial numbers in ascending order needs to be turned ON to activate the Assign serial numbers in ascending order option in the Production work order (PWO) context menu.
This only works on Class K* items (kit, kit assemblies, etc) and requires a Production work order (PWO) in Status 5 or Status 8 (released and not yet forwarded to stock). These items must be picked first and visible in the Life cycle management (LCM) and product unit trace list. Items must be linked to a registered Goods reception (SSA) document item that has available serial numbers.
The new option requires a permission to initiate picking in the production work order, available for the Production operator role.
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
Preview of invoice posting
Classification: USEFUL
It is now possible to preview the postings to the general ledger for an invoice and credit note in the Accounting tab on an invoice or credit note before registering it to Status 4.
By reviewing the invoice details in advance users can ensure that invoices are accurate, complete, and compliant with business policies and procedures.
Changes to default VAT code in manual General ledger (ATR) entries
Classification: USEFUL
Previously, when making manual journal entries, the VAT code field would automatically get the default value associated with the chosen general ledger account.
To increase efficiency and ensure accurate reporting, an important update has been made: the default VAT code for manual entries will now be set to the VAT code defined as XMPURC (Exempt from VAT) in the VAT Menu. It is important to highlight that with this enhancement, users must now manually specify the VAT code for any manual General ledger (ATR) entries that should be included in the VAT reports before creating the VAT postings (VAP)
This adjustment is designed to capture only those lines that really affect VAT reporting, in accordance with best practices for accurate financial management.
Admin
Possibility to add Custom fields (CUSTOMFIELDS) exclusively to selected companies
Classification: USEFUL
In the Custom fields (CUSTOMFIELDS) application, it is now possible to customize which companies a custom field should be available in. This is done by selecting relevant companies by checking the corresponding checkbox in the Companies to show field in area.
The option to select companies is available only when multiple companies are accessible to the user.
Read more about Custom fields (CUSTOMFIELDS) here