These changes have been rolled out in RamBase in the past week:
Sales
Enhancement to product look-up in sales applications
Classification: USEFUL
Users can now search for product id in the product look-up in sales applications. This may be useful for example for companies that have a wide range of standard products, as they often have many products with similar product names and descriptions. To enable the product id search option, click on the Quick search icon and select the Product id checkbox.
Additionally, Replacement name is now pre-selected as a default option in the product look-up Quick search. Users have the flexibility to customize their quick search options by checking and unchecking different alternatives based on their preferences or needs.
Re-opening a Project order item (PODITEM) for hours from Status 8 to Status 4 Classification: USEFUL
If a Project order item (PODITEM) for hours has been set to Status 8 (Pending final billing), users can now revert it to Status 4 (Registered), if needed. This is done using a new context menu option Project order item is not ready for final billing.
Changing the status to Status 4 (Registered), enables users to continue logging hours and modify existing work logs for this item.
When a project order item is set to Status 8 (Pending final billing), it will no longer appear in the Project order item lookup when initiated from the Work Log (WOL) application.
Customer information now available in Sales order items (COAITEM)
Classification: USEFUL
Customer name, Customer first name and Customer id are now available as columns in the Sales order items (COAITEM) application. As a result, it is now possible to filter on Customer name, Customer first name and Customer id, as well as include this information when exporting to Excel.
To add these columns, click the Column settings icon, select Columns and finally select the preferred column option. If the newly added options are not displayed in the list of available columns, click the Column settings icon and select Reset to default view and try adding the column(s) again.
Furthermore, the same customer information is located in the Sales order items (COAITEM) details area under the End Customer tab.
Lock confirmed delivery date in Sales order items (COAITEM)
Classification: USEFUL
Users can now lock confirmed delivery date in Sales order item (COAITEM), to prevent both manual and automatic updates. This enables users to maintain manual control of the confirmed delivery date.
To lock the confirmed delivery date, click on the open Padlock icon in the Confirmed delivery field. To unlock the field, click on the locked Padlock icon.
The date can be locked or unlocked for updates both directly in an existing Sales order item (COAITEM), and in the forward popup when forwarding a Sales order (COA) to a Sales order (COA). The state of the Padlock icon during the forward process determines whether the confirmed delivery date in the new Sales order item (COAITEM) should be locked or unlocked.
Change of rounding of value in NetAmt in Stock corrections (SAW) Classification: USEFUL
For improved accuracy, the sum in the Net amount/XXX field in Stock corrections (SAW) has been updated from being rounded to two decimals to being rounded to four decimals.
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.
Eli Havn
These changes have been rolled out in RamBase in the past week:
Sales
Enhancement to product look-up in sales applications
Classification: USEFUL
Users can now search for product id in the product look-up in sales applications. This may be useful for example for companies that have a wide range of standard products, as they often have many products with similar product names and descriptions. To enable the product id search option, click on the Quick search icon and select the Product id checkbox.
Additionally, Replacement name is now pre-selected as a default option in the product look-up Quick search. Users have the flexibility to customize their quick search options by checking and unchecking different alternatives based on their preferences or needs.
Re-opening a Project order item (PODITEM) for hours from Status 8 to Status 4
Classification: USEFUL
If a Project order item (PODITEM) for hours has been set to Status 8 (Pending final billing), users can now revert it to Status 4 (Registered), if needed. This is done using a new context menu option Project order item is not ready for final billing.
Changing the status to Status 4 (Registered), enables users to continue logging hours and modify existing work logs for this item.
When a project order item is set to Status 8 (Pending final billing), it will no longer appear in the Project order item lookup when initiated from the Work Log (WOL) application.
Read more about project order items (PODITEMS) here
Customer information now available in Sales order items (COAITEM)
Classification: USEFUL
Customer name, Customer first name and Customer id are now available as columns in the Sales order items (COAITEM) application. As a result, it is now possible to filter on Customer name, Customer first name and Customer id, as well as include this information when exporting to Excel.
To add these columns, click the Column settings icon, select Columns and finally select the preferred column option. If the newly added options are not displayed in the list of available columns, click the Column settings icon and select Reset to default view and try adding the column(s) again.
Furthermore, the same customer information is located in the Sales order items (COAITEM) details area under the End Customer tab.
Lock confirmed delivery date in Sales order items (COAITEM)
Classification: USEFUL
Users can now lock confirmed delivery date in Sales order item (COAITEM), to prevent both manual and automatic updates. This enables users to maintain manual control of the confirmed delivery date.
To lock the confirmed delivery date, click on the open Padlock icon in the Confirmed delivery field. To unlock the field, click on the locked Padlock icon.
The date can be locked or unlocked for updates both directly in an existing Sales order item (COAITEM), and in the forward popup when forwarding a Sales order (COA) to a Sales order (COA). The state of the Padlock icon during the forward process determines whether the confirmed delivery date in the new Sales order item (COAITEM) should be locked or unlocked.
Read more about locking confirmed delivery date here
Change of rounding of value in NetAmt in Stock corrections (SAW)
Classification: USEFUL
For improved accuracy, the sum in the Net amount/XXX field in Stock corrections (SAW) has been updated from being rounded to two decimals to being rounded to four decimals.
Read more about Stock corrections (SAW) here
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