We are enhancing our capabilities aimed at improving the accuracy of confirmed delivery date estimations from Sales orders (COA). With the introduction of the sales lead time calculator, you can now establish a calculated confirmed delivery date based on lead times for required components and materials. Additionally, you have the ability to manually assess resource capacity for each operation to identify potential available periods.
Taking into consideration the availability of goods, this calculation method is designed to provide users with an estimated delivery date to the customer. Users have the flexibility to manually set a start date, which serves as the initial point for the calculation. The system will then estimate the earliest possible delivery date.
Enhanced user experience in the Purchase (PUR) application
Classification: USEFUL
The External work tab in the Purchase (PUR) application has undergone some updates aimed at enhancing user experience. These updates include improvements to sorting and filtering options, along with the addition of new columns to offer more detailed information.
We've introduced search capabilities across various parameters, such as product, description, customer name, customer reference number, and internal notes to purchasers. This enhancement enables purchasers to easily pinpoint specific requirements they need to address.
Additionally, new columns have been added to provide more insights. These include the description from the Production work order (PWO), along with details of previous operation and the related estimated end date.
These changes are designed to enhance the flexibility of searching, filtering, and sorting within the External work tab of the Purchase (PUR) application.
Production
Rearrangement of the Work order operation (WOO) application to include a dedicated tab for attachments
Classification: USEFUL
The new Attachments tab in the Work order operation (WOO) application allows the operator to take advantage of the included attachments, ensuring time is spent working with the prepared files and notes, rather than searching for information critical to the operation.
The rearrangement of the Work order operation (WOO) application gives a cleaner user experience by dedicating enough space for the Work progress area, while adding the extensive rework of the previous Attachments area into the new Attachments tab.
The new tab supports:
filtering on the source of the attachment or even its defined File type (FIT).
Improvements to the Production planning (PRODPLAN) application
Classification: USEFUL
The Ship external work tab in the Production planning (PRODPLAN) application now includes new functionality to improve sorting and filtering, along with a new Quick search field.
The improvements are:
Sorting for relevant columns can be done by clicking the column name.
Added a new Quick search field, which can be combined with user made filters and selections in the Supplier dropdown menu.
Added a new Build filter popup which allows the user to filter on product, customer identifier, customer reference number and operation.
The search logic uses the start of each query to find matches, but it also includes the option of using wildcard operators to locate documents based on partial terms. This is done by using an asterisk ( * ) in front of the partial term, for example: “*rnal” to find “external”.
These changes are designed to enhance the flexibility of searching, filtering, and sorting, resulting in a more efficient planning workflow within the Production planning (PRODPLAN) application.
Finance
Improved text capabilities in the Customer invoice plan (CIP) application Classification: USEFUL
You can now input free text at the item level in the Advance Invoice Plan Element popup window when creating new Customer invoice plans (CIP). This feature is available in the new Note column and any text entered here will be seamlessly transferred to the Customer invoice (CIN).
Enhanced period adjustment features Classification: USEFUL
The Creating Period adjustment feature enables you to record the General ledger impact of revenue and expenses across multiple periods.
By default, RamBase uses the predefined accounts from the General ledger default account assignments (ACD) for Supplier Period Adjustment Totals (SPA) and Customer Adjustment Totals (CPA).
Now, you can take control and override these default accounts on transactions, ensuring a more customized and precise approach.
To specify additional eligible accounts, just select Provisions & Prepayments from the Category dropdown menu in the Account information area of the Chart of accounts (ACC) application. Once categorized, these accounts will be available in the Period Adjustment plan, providing enhanced flexibility and efficiency in managing period adjustments.
Moreover, our reconciliation report for Period adjustment balances (REP/101166) now features a new filter option for the General ledger account (ACCCODE), enhancing your reconciliation process.
HR
Change current work agreement
Classification: USEFUL
With this new functionality, department managers and salary personnel are able to change current work agreement for several employees in one step from the Work log approval (WLA) application. The employees can also change their own work agreement - with some limitations. In addition, the customer can decide to group the Work schemes (WSR), so that employees are permitted to adjust their current work agreements, but they are limited to selecting from agreements within their respective groups.
It is also possible to Change current work agreement for one employee from the RamBase mobile application.
This feature is beneficial for companies where employees frequently need to work shifts different from their ordinary ones.
To activate this functionality, these two Company settings (CSV) must be activated: Activate change work agreement (WSR) in WLA/WHL and Use grouping in work schemes.
Alberina Shala
The following updates have been added to RamBase:
Sales
Introducing sales lead time calculator
Classification: USEFUL
We are enhancing our capabilities aimed at improving the accuracy of confirmed delivery date estimations from Sales orders (COA). With the introduction of the sales lead time calculator, you can now establish a calculated confirmed delivery date based on lead times for required components and materials. Additionally, you have the ability to manually assess resource capacity for each operation to identify potential available periods.
Taking into consideration the availability of goods, this calculation method is designed to provide users with an estimated delivery date to the customer. Users have the flexibility to manually set a start date, which serves as the initial point for the calculation. The system will then estimate the earliest possible delivery date.
Read more about the LeadtimeCalculations (LTC) application
Procurement
Enhanced user experience in the Purchase (PUR) application
Classification: USEFUL
The External work tab in the Purchase (PUR) application has undergone some updates aimed at enhancing user experience. These updates include improvements to sorting and filtering options, along with the addition of new columns to offer more detailed information.
We've introduced search capabilities across various parameters, such as product, description, customer name, customer reference number, and internal notes to purchasers. This enhancement enables purchasers to easily pinpoint specific requirements they need to address.
Additionally, new columns have been added to provide more insights. These include the description from the Production work order (PWO), along with details of previous operation and the related estimated end date.
These changes are designed to enhance the flexibility of searching, filtering, and sorting within the External work tab of the Purchase (PUR) application.
Production
Rearrangement of the Work order operation (WOO) application to include a dedicated tab for attachments
Classification: USEFUL
The new Attachments tab in the Work order operation (WOO) application allows the operator to take advantage of the included attachments, ensuring time is spent working with the prepared files and notes, rather than searching for information critical to the operation.
The rearrangement of the Work order operation (WOO) application gives a cleaner user experience by dedicating enough space for the Work progress area, while adding the extensive rework of the previous Attachments area into the new Attachments tab.
The new tab supports:
filtering on the source of the attachment or even its defined File type (FIT).
preview and local download of included files.
preview of notes.
direct link to the Note (NOTE) application.
Read more about the Work order operation (WOO) application
Improvements to the Production planning (PRODPLAN) application
Classification: USEFUL
The Ship external work tab in the Production planning (PRODPLAN) application now includes new functionality to improve sorting and filtering, along with a new Quick search field.
The improvements are:
Sorting for relevant columns can be done by clicking the column name.
Added a new Quick search field, which can be combined with user made filters and selections in the Supplier dropdown menu.
Added a new Build filter popup which allows the user to filter on product, customer identifier, customer reference number and operation.
The search logic uses the start of each query to find matches, but it also includes the option of using wildcard operators to locate documents based on partial terms. This is done by using an asterisk ( * ) in front of the partial term, for example: “*rnal” to find “external”.
These changes are designed to enhance the flexibility of searching, filtering, and sorting, resulting in a more efficient planning workflow within the Production planning (PRODPLAN) application.
Finance
Improved text capabilities in the Customer invoice plan (CIP) application
Classification: USEFUL
You can now input free text at the item level in the Advance Invoice Plan Element popup window when creating new Customer invoice plans (CIP). This feature is available in the new Note column and any text entered here will be seamlessly transferred to the Customer invoice (CIN).
Enhanced period adjustment features
Classification: USEFUL
The Creating Period adjustment feature enables you to record the General ledger impact of revenue and expenses across multiple periods.
By default, RamBase uses the predefined accounts from the General ledger default account assignments (ACD) for Supplier Period Adjustment Totals (SPA) and Customer Adjustment Totals (CPA).
Now, you can take control and override these default accounts on transactions, ensuring a more customized and precise approach.
To specify additional eligible accounts, just select Provisions & Prepayments from the Category dropdown menu in the Account information area of the Chart of accounts (ACC) application. Once categorized, these accounts will be available in the Period Adjustment plan, providing enhanced flexibility and efficiency in managing period adjustments.
Moreover, our reconciliation report for Period adjustment balances (REP/101166) now features a new filter option for the General ledger account (ACCCODE), enhancing your reconciliation process.
HR
Change current work agreement
Classification: USEFUL
With this new functionality, department managers and salary personnel are able to change current work agreement for several employees in one step from the Work log approval (WLA) application. The employees can also change their own work agreement - with some limitations. In addition, the customer can decide to group the Work schemes (WSR), so that employees are permitted to adjust their current work agreements, but they are limited to selecting from agreements within their respective groups.
It is also possible to Change current work agreement for one employee from the RamBase mobile application.
This feature is beneficial for companies where employees frequently need to work shifts different from their ordinary ones.
To activate this functionality, these two Company settings (CSV) must be activated: Activate change work agreement (WSR) in WLA/WHL and Use grouping in work schemes.
Read more about the Change current work agreement
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