These changes have been rolled out in RamBase in the past week:
Sales
Maintain traceability control in Project orders (POD) by requiring serial numbers for consumption of material
Classification: IMPORTANT
The purpose of the Project order (POD) application is to have a tool that can be used to provide a cost/price estimate in advance, and a place to log hours and to follow up logistics after a project order has been started.
RamBase will expand the functionality of the Project order (POD) application by adding a new feature to increase traceability control.
The feature includes the option of setting a requirement that all material, which are consumed in a Project order item (PODITEM), must be added a serial number.
A created Project order item (PODITEM) will inherit the selection from the Require serial number before shipping checkbox, which is set in the Product (ART) application. Note that the option of overruling this selection will be available in the Project order item (PODITEM) application.
The users can scan serial numbers when picking with the Pick (PODPICK) application with a hand held terminal, or with the RamBase mobile application for Project order (POD). The user can also use the desktop application.
For Project order items (PODITEM) requiring serial numbers, a validation will be made when confirming consumption of material. This is to check if the serial number requirement is fulfilled. If not, the user will not be allowed to confirm the consumption.
Please note that this new feature will only be valid for Project order items (PODITEM) that are created after release, and it will have no impact on existing Project order items (PODITEM).
If the user is not redirected after scanning a serial number, try clearing the browser cache and cookies.
New options for higher precision in the Stock taking create (STTC) application
Classification: USEFUL
When creating Stock takings (STTC), it is now possible to only create Stock taking (STT) documents for Goods reception items (SSAITEM) within a certain price range, and/or with a matching stock classification.
The new options include:
The Minimum netprice (local cur) field - Only Goods reception items (SSAITEM) with a price higher than the set value will be included in the Stock taking (STT) document.
The Maximum netprice (local cur) field - Only Goods reception items (SSAITEM) with a price lesser than the set value will be included in the Stock taking (STT) document.
The Stock classification dropdown - Only products with a matching classification will be included in the Stock taking (STT) document.
New changes have been implemented in the Received supplier invoices (ISI) and Supplier invoice management (SIM) applications
Classification: USEFUL
During the validation, the system tries to find the corresponding Purchase order (SPO) for a specific received Supplier invoice (SIN), based on the information in the document, and then store a reference on the document.
Received supplier invoices (ISI) application changes:
Enhanced Column settings now include additional columns to display the correspondingPurchase Order and Purchase order assignee.
Introducing a new My purchase orders filtering option that showcases Received supplier invoices (ISI) documents where the user is the assignee from the corresponding Purchase order (SPO).
Introducing a new radio button filter below the My purchase orders grid, specifically designed to display Received supplier invoices (ISI) documents where the user is the assignee, from the corresponding Purchase order (SPO).
A new report is now available in the Received supplier invoices and credit notes (ISI) application
Classification: USEFUL
The new report allows users to gain insight into the history of how products are matched. The report displays an overview of how the matching between supplier product name and RamBase Products (ART) was done, for imported invoices.
The Report for imported invoice product matchingis available in the context menu by selecting the View report for product matching option.
Create supplier invoice based on purchase order in the Received supplier invoices and credit notes (ISI) application
Classification: USEFUL
The Received supplier invoices and credit notes (ISI) application now has a new option for creating the Supplier invoice (SIN) directly from the Purchase order (SPO). The current solution requires a match for each item line to ensure high quality and helps in detecting discrepancies or errors at a granular level.
The new functionality is specifically tailored for situations where users wish to conduct their own validations regarding item lines, providing them with greater control and flexibility in their invoicing processes.
By choosing the Create supplier invoice based on purchase order option in the context menu, a popup window appears, displaying the applicable Purchase orders (SPO). The list of orders is sorted based on the best match considering PO number and amount. Users can review the list of Purchase orders (SPO) presented in the pop-up window and select the appropriate one. Selecting an item for deviation creates an item line with any residual amount, facilitating manual handling of discrepancies.
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These changes have been rolled out in RamBase in the past week:
Sales
Maintain traceability control in Project orders (POD) by requiring serial numbers for consumption of material
Classification: IMPORTANT
The purpose of the Project order (POD) application is to have a tool that can be used to provide a cost/price estimate in advance, and a place to log hours and to follow up logistics after a project order has been started.
RamBase will expand the functionality of the Project order (POD) application by adding a new feature to increase traceability control.
The feature includes the option of setting a requirement that all material, which are consumed in a Project order item (PODITEM), must be added a serial number.
A created Project order item (PODITEM) will inherit the selection from the Require serial number before shipping checkbox, which is set in the Product (ART) application. Note that the option of overruling this selection will be available in the Project order item (PODITEM) application.
The users can scan serial numbers when picking with the Pick (PODPICK) application with a hand held terminal, or with the RamBase mobile application for Project order (POD). The user can also use the desktop application.
For Project order items (PODITEM) requiring serial numbers, a validation will be made when confirming consumption of material. This is to check if the serial number requirement is fulfilled. If not, the user will not be allowed to confirm the consumption.
Please note that this new feature will only be valid for Project order items (PODITEM) that are created after release, and it will have no impact on existing Project order items (PODITEM).
If the user is not redirected after scanning a serial number, try clearing the browser cache and cookies.
Read more about Requiring serial numbers for consumed material in a Project order (POD) here
Learn how to clear the browser cache and cookies in our FAQ: Base Functions
Logistics
New options for higher precision in the Stock taking create (STTC) application
Classification: USEFUL
When creating Stock takings (STTC), it is now possible to only create Stock taking (STT) documents for Goods reception items (SSAITEM) within a certain price range, and/or with a matching stock classification.
The new options include:
The Minimum netprice (local cur) field - Only Goods reception items (SSAITEM) with a price higher than the set value will be included in the Stock taking (STT) document.
The Maximum netprice (local cur) field - Only Goods reception items (SSAITEM) with a price lesser than the set value will be included in the Stock taking (STT) document.
The Stock classification dropdown - Only products with a matching classification will be included in the Stock taking (STT) document.
Read more about the Stock taking create (STTC) application here
Service
Service: Changes in the Planned service operations (SVC) application
Classification: USEFUL
The Planned service operations (SVC) supports the process of handling service orders and changing parts on product units during service jobs.
The following changes have been added:
Read more about the Planned service operations (SVC) application here
Read more about Custom fields (CUSTOMFIELDS) here
Finance
New changes have been implemented in the Received supplier invoices (ISI) and Supplier invoice management (SIM) applications
Classification: USEFUL
During the validation, the system tries to find the corresponding Purchase order (SPO) for a specific received Supplier invoice (SIN), based on the information in the document, and then store a reference on the document.
Received supplier invoices (ISI) application changes:
Enhanced Column settings now include additional columns to display the corresponding Purchase Order and Purchase order assignee.
Introducing a new My purchase orders filtering option that showcases Received supplier invoices (ISI) documents where the user is the assignee from the corresponding Purchase order (SPO).
Supplier invoice management (SIM) application changes:
Introducing a new radio button filter below the My purchase orders grid, specifically designed to display Received supplier invoices (ISI) documents where the user is the assignee, from the corresponding Purchase order (SPO).
A new report is now available in the Received supplier invoices and credit notes (ISI) application
Classification: USEFUL
The new report allows users to gain insight into the history of how products are matched.
The report displays an overview of how the matching between supplier product name and RamBase Products (ART) was done, for imported invoices.
The Report for imported invoice product matching is available in the context menu by selecting the View report for product matching option.
Create supplier invoice based on purchase order in the Received supplier invoices and credit notes (ISI) application
Classification: USEFUL
The Received supplier invoices and credit notes (ISI) application now has a new option for creating the Supplier invoice (SIN) directly from the Purchase order (SPO). The current solution requires a match for each item line to ensure high quality and helps in detecting discrepancies or errors at a granular level.
The new functionality is specifically tailored for situations where users wish to conduct their own validations regarding item lines, providing them with greater control and flexibility in their invoicing processes.
By choosing the Create supplier invoice based on purchase order option in the context menu, a popup window appears, displaying the applicable Purchase orders (SPO). The list of orders is sorted based on the best match considering PO number and amount. Users can review the list of Purchase orders (SPO) presented in the pop-up window and select the appropriate one. Selecting an item for deviation creates an item line with any residual amount, facilitating manual handling of discrepancies.