The following updates have been added to RamBase Cloud ERP:
Production
Extended options when building Serial number templates (SNT) to reduce risk of duplicates due to manual input
Classification: USEFUL
The Serial number templates (SNT) application is used to specify the numbering scheme of serial numbers for your products.
Taking advantage of the application will in general reduce the workload, and the following risk of duplicates associated with manual input.
The serial numbers can be generated with various combinations of date formats, free text, user defined sequences and even fields from RamBase.
We have now added the following options:
For elements with the Content type FIELD, we’ve added the option of choosing the PWOPRODSTART - Production work order scheduled start date.
The user may then select which date format will be generated in the Format drop-down menu.
Read more about the Serial number templates (SNT) application here, and click here to learn how to set up and create a Serial number template (SNT).
Finance
VAT Whitelist check integrated with Polish localization
Classification: USEFUL
The Polish Whitelist of VAT Taxpayers is an online list of VAT payers, which contains important information about entities conducting business activity in Poland. Therefore, it enables taxpayers to quickly and comprehensively verify the registry data of counter-parties.
In 2021, we took a first step in launching the Whitelist (PLWHITELIST) application as an extension in the Marketplace allowing our users to be in compliance with Polish VAT requirements.
Now, we are making a leap by integrating automatic VAT Whitelist checks with all relevant functionality:
New column added to the Pay management (PAM) application, detailing Whitelist validation.
New checkbox, banners, columns and icon added to the Supplier (SUP) application:
An icon to trigger a validation with the results being displayed in the columns mentioned below.
The Last positive whitelist check and Exists on whitelist columns have been added in the list of Bank accounts found in the Settings tab, and then by clicking the Finance sub-tab.
The banners; Whitelist validation successful, Whitelist validation failed and Whitelist is not published are added to the header based on the result of the validation.
The checkbox, Allow to continue payment even bank account is not validated through whitelist is also added to provide the option of making a payment to a supplier's bank account that has not been properly validated in the VAT taxpayer whitelist.
A new Company setting (CSV) named “The amount above which payments are verified on the Polish white list in the remittance process”.
The setting performs checks on all payments to Polish companies for payments greater than the set amount in the company's currency.
The use of RamBase Whitelist is included in the Polish localization and ensures that you do not have to spend time switching between your system and the taxpayers list.
Adjustments made in RamBase to accommodate the new version of SAF-T Financial (Norway)Classification: USEFUL
We have made the necessary adjustments in RamBase to accommodate the new version of SAF-T Financial. The new form (version 1.30) is required from 1 January 2025. You can read more about SAF-T Financial here.
The user will experience the following improvements and changes:
Changes to the SAF-T file:
The element TaxAmount is replaced with two new elements, DebitTaxAmount and CreditTaxAmount.
GroupingCategory and GroupingCode has replaced the SaftStandard account.
ModficationDate is added.
To support the new grouping fields, we have implemented the country requirements concept.
New tab, Country requirements, in the Chart of accounts (ACC) application to show the country requirements – This will show the two new grouping fields.
New option in the context menu, Assign SAF-T grouping, in the Chart of accounts (ACC) application – This will automatically fill out the grouping fields.
New report, Chart of account compared to SAFT grouping category and code, available from the Chart of account (ACC) application – This will show the overview of status of mapping and is available in the Chart of account (ACC) application with the new View report for SAF-T grouping code validation option in the context menu.
New JPK_KR_PD file available in RamBase (Poland)
Classification: USEFUL
The JPK-KR_PD file provides detailed records of the company’s accounting books.
The JPK-KR_PD file can be ordered from the General ledger (ATR) application. Click on the Order JPK_KR_PD file for general ledger… option in the context menu.
Since the authority can request the file up to five years back in time, the old JPK_KR file will still be available for ordering in the General ledger (ATR) application.
Collaboration
Maintain file integrity with new updates in the File manager (FILEMANAGER) application
Classification: USEFUL
RamBase is built around the concept of documents that flow from one business process to another. For example, a request for a quote is forwarded to a quote, and then to an order and shipping advice. These processes create documents, and you can upload files as attachments to these documents.
We are now revising permissions and restrictions to increase your file integrity in the File manager (FILEMANAGER) application.
This update brings the following changes:
A new permission ElevatedFilePermission which voids a files individual permissions. Anyone with this elevated permission can read/write/delete links despite the file permission limitations set on the files.
Deleting a files Attached to link is now limited to the the permission UpdateFile. This change is the lowest permission level a user can have to use the File manager (FILEMANAGER) to update files.
To check out a file, to upload a new version, is now limited to the person who uploaded the file or to the ones that have the new permission ElevatedFilePermission.
To read more about the File manager (FILEMANAGER), click here.
Joakim Bringedal
The following updates have been added to RamBase Cloud ERP:
Production
Extended options when building Serial number templates (SNT) to reduce risk of duplicates due to manual input
Classification: USEFUL
The Serial number templates (SNT) application is used to specify the numbering scheme of serial numbers for your products.
Taking advantage of the application will in general reduce the workload, and the following risk of duplicates associated with manual input.
The serial numbers can be generated with various combinations of date formats, free text, user defined sequences and even fields from RamBase.
We have now added the following options:
For elements with the Content type FIELD, we’ve added the option of choosing the PWOPRODSTART - Production work order scheduled start date.
The user may then select which date format will be generated in the Format drop-down menu.
Read more about the Serial number templates (SNT) application here, and click here to learn how to set up and create a Serial number template (SNT).
Finance
VAT Whitelist check integrated with Polish localization
Classification: USEFUL
The Polish Whitelist of VAT Taxpayers is an online list of VAT payers, which contains important information about entities conducting business activity in Poland. Therefore, it enables taxpayers to quickly and comprehensively verify the registry data of counter-parties.
In 2021, we took a first step in launching the Whitelist (PLWHITELIST) application as an extension in the Marketplace allowing our users to be in compliance with Polish VAT requirements.
Now, we are making a leap by integrating automatic VAT Whitelist checks with all relevant functionality:
New column added to the Pay management (PAM) application, detailing Whitelist validation.
New checkbox, banners, columns and icon added to the Supplier (SUP) application:
An icon to trigger a validation with the results being displayed in the columns mentioned below.
The Last positive whitelist check and Exists on whitelist columns have been added in the list of Bank accounts found in the Settings tab, and then by clicking the Finance sub-tab.
The banners; Whitelist validation successful, Whitelist validation failed and Whitelist is not published are added to the header based on the result of the validation.
The checkbox, Allow to continue payment even bank account is not validated through whitelist is also added to provide the option of making a payment to a supplier's bank account that has not been properly validated in the VAT taxpayer whitelist.
A new Company setting (CSV) named “The amount above which payments are verified on the Polish white list in the remittance process”.
The setting performs checks on all payments to Polish companies for payments greater than the set amount in the company's currency.
The use of RamBase Whitelist is included in the Polish localization and ensures that you do not have to spend time switching between your system and the taxpayers list.
Adjustments made in RamBase to accommodate the new version of SAF-T Financial (Norway)Classification: USEFUL
We have made the necessary adjustments in RamBase to accommodate the new version of SAF-T Financial. The new form (version 1.30) is required from 1 January 2025. You can read more about SAF-T Financial here.
The user will experience the following improvements and changes:
Changes to the SAF-T file:
The element TaxAmount is replaced with two new elements, DebitTaxAmount and CreditTaxAmount.
GroupingCategory and GroupingCode has replaced the SaftStandard account.
ModficationDate is added.
To support the new grouping fields, we have implemented the country requirements concept.
New tab, Country requirements, in the Chart of accounts (ACC) application to show the country requirements – This will show the two new grouping fields.
New option in the context menu, Assign SAF-T grouping, in the Chart of accounts (ACC) application – This will automatically fill out the grouping fields.
New report, Chart of account compared to SAFT grouping category and code, available from the Chart of account (ACC) application – This will show the overview of status of mapping and is available in the Chart of account (ACC) application with the new View report for SAF-T grouping code validation option in the context menu.
New JPK_KR_PD file available in RamBase (Poland)
Classification: USEFUL
The JPK-KR_PD file provides detailed records of the company’s accounting books.
The JPK-KR_PD file can be ordered from the General ledger (ATR) application. Click on the Order JPK_KR_PD file for general ledger… option in the context menu.
Since the authority can request the file up to five years back in time, the old JPK_KR file will still be available for ordering in the General ledger (ATR) application.
Collaboration
Maintain file integrity with new updates in the File manager (FILEMANAGER) application
Classification: USEFUL
RamBase is built around the concept of documents that flow from one business process to another. For example, a request for a quote is forwarded to a quote, and then to an order and shipping advice. These processes create documents, and you can upload files as attachments to these documents.
We are now revising permissions and restrictions to increase your file integrity in the File manager (FILEMANAGER) application.
This update brings the following changes:
A new permission ElevatedFilePermission which voids a files individual permissions. Anyone with this elevated permission can read/write/delete links despite the file permission limitations set on the files.
Deleting a files Attached to link is now limited to the the permission UpdateFile. This change is the lowest permission level a user can have to use the File manager (FILEMANAGER) to update files.
To check out a file, to upload a new version, is now limited to the person who uploaded the file or to the ones that have the new permission ElevatedFilePermission.
To read more about the File manager (FILEMANAGER), click here.