The following updates have been added to RamBase Cloud ERP:
CRM
Enhancements to Opportunities (OPP) board
Classification: IMPORTANT
The Opportunities (OPP) board has been enhanced with new filtering capabilities, improving usability and control over the opportunity pipeline.
Previously, the board offered limited sorting capabilities across opportunities making it difficult for companies managing a large number of opportunities to effectively prioritize the most relevant opportunities. We have therefore improved how opportunities can be identified and prioritized, particularly those of strategic importance or with pending actions.
Enhancements to the Opportunities (OPP) board include:
Sort by Last updated, Expected closed at, Created at, Probability, Weighted value and Strategic priority.
Search for opportunities with open tasks.
Assign and filter by Strategic Priority (Low, Medium, High).
Improved visibility through enhanced color contrast and updated visual indicators.
Opportunity cards now display one additional attribute: Strategic Priority.
two new Company settings (CSV): Threshold for high value opportunity and Threshold for medium value opportunity. These settings are disabled by default. When enabled, opportunities are color-coded based on the configured value thresholds:
High value: Green
Medium value: Blue
Low value: Grey
When both settings are disabled, all opportunities are displayed as low value (grey).
With these enhancements, users can more easily identify, prioritize, and manage their opportunities, allowing for more effective follow-up and action management.
Release date: Already released.
Sales
Export license approval for Sales order items (COAITEM)
Classification: USEFUL
A new Requires export license field has been introduced in the Product (ART) application for goods that are subject to export license regulations.
When this field is enabled, Sales order items (COAITEM) containing the product will require export license approval before they can be progressed to a Shipping advice (CSA). The approval process is triggered only for shipments leaving the country.
The approval workflow is configured through Approval rules (APC), providing flexibility in how export license approvals are managed.
In addition, a new trigger is now available for automated flows:
SalesOrderItemNeedExportLicenceApproval
This trigger can be used to automate actions and notifications related to export license approval requirements.
Rental
New quote copy feature for Rental contracts (RCT)
Classification: IMPORTANT
We are introducing a new quote copy feature for Rental contracts (RCT) in the context menu, making it easier to reuse existing quotes instead of recreating them from scratch. This enhancement significantly reduces the time required to create similar quotes while minimizing manual work and the risk of errors. Users can now duplicate existing quotes, reuse selected quote items, and adapt copied quotes for new rental opportunities.
Previously, rental representatives had to manually recreate quotes whenever similar contract terms were needed, even for the same customer or a slightly modified rental agreement.
With this enhancement, users can:
Copy an entire quote within the same rental contract or to another rental contract.
Copy quotes between contracts for the same or a different customer.
Copy selected quote items into a new quote within the same rental contract.
Choose whether to copy existing rates or recalculate prices based on current pricing rules.
Copy existing discounts or define a new discount during the copy process.
Adjust rental periods, shipping information, delivery terms, and locations before completing the copy.
Optionally include quote item notes and descriptions.
Maintain a reference to the original quote for audit purposes.
The original quote always remains unchanged, regardless of the copy operation. Quotes can be copied regardless of their current status, allowing users to reuse both active and expired quotes when creating new business opportunities.
When copying between contracts, the system automatically validates currencies, shipping terms, and product availability. If products have been discontinued or expired, those items are excluded from the new quote while informing the user. When customer currencies differ, rates are automatically converted according to the selected pricing option.
This enhancement provides a faster and more flexible quote creation workflow.
Release date: Already released
Standard commercial invoice for rental transactions
Classification: USEFUL
We are introducing a standardized Commercial invoice (Proforma invoice) for rental transactions, providing the required trade and customs information when rental equipment crosses national borders.
Previously, rental invoices did not consistently contain key commercial and trade information such as sales price, tariff code, country of origin, product name, and product description. This could result in incorrect customs handling, compliance risks, delays, or the need for manual corrections.
With this enhancement, rental transactions now populate the relevant price fields on Shipping advice items (CSAITEM) using the standard Product (ART) sales price functionality. The values are provided in the currency of the Shipping advice (CSA), based on the currency of the related Rental contract (RCT). These values are informational only and do not affect accounting, pricing, or financial postings.
The commercial invoice includes the relevant customs and trade information, including HS Code (Tariff Code), Country of Origin, product details, and item-level totals. The invoice also provides a total for the entire Shipping advice (CSA). The Sales order (COA) reference is populated with the related Rental contract (RCT) reference, providing a clear link back to the rental transaction.
The commercial Invoice is intended as a print-only document for customs and logistics purposes and does not include VAT. It can be triggered manually according to the regular output ruleset and generated as either a PDF or email output.
Finance
Enhanced reporting for Fixed Assets
Classification: USEFUL
We have introduced a new, more flexible Fixed Assets report that provides improved reporting and reconciliation capabilities while supporting the latest Fixed Assets functionality in RamBase.
With this enhancement, users can generate dynamic Fixed Assets reports with flexible grouping and filtering options, allowing them to report on the information most relevant to their needs. The new report supports both existing and recently introduced Fixed Assets functionality, including assets under construction, investment types, useful life changes, and additional reconciliation fields.
Alberina Shala
The following updates have been added to RamBase Cloud ERP:
CRM
Enhancements to Opportunities (OPP) board
Classification: IMPORTANT
The Opportunities (OPP) board has been enhanced with new filtering capabilities, improving usability and control over the opportunity pipeline.
Previously, the board offered limited sorting capabilities across opportunities making it difficult for companies managing a large number of opportunities to effectively prioritize the most relevant opportunities. We have therefore improved how opportunities can be identified and prioritized, particularly those of strategic importance or with pending actions.
Enhancements to the Opportunities (OPP) board include:
Sort by Last updated, Expected closed at, Created at, Probability, Weighted value and Strategic priority.
Search for opportunities with open tasks.
Assign and filter by Strategic Priority (Low, Medium, High).
Improved visibility through enhanced color contrast and updated visual indicators.
Opportunity cards now display one additional attribute: Strategic Priority.
two new Company settings (CSV): Threshold for high value opportunity and Threshold for medium value opportunity. These settings are disabled by default. When enabled, opportunities are color-coded based on the configured value thresholds:
High value: Green
Medium value: Blue
Low value: Grey
When both settings are disabled, all opportunities are displayed as low value (grey).
With these enhancements, users can more easily identify, prioritize, and manage their opportunities, allowing for more effective follow-up and action management.
Release date: Already released.
Sales
Export license approval for Sales order items (COAITEM)
Classification: USEFUL
A new Requires export license field has been introduced in the Product (ART) application for goods that are subject to export license regulations.
When this field is enabled, Sales order items (COAITEM) containing the product will require export license approval before they can be progressed to a Shipping advice (CSA). The approval process is triggered only for shipments leaving the country.
The approval workflow is configured through Approval rules (APC), providing flexibility in how export license approvals are managed.
In addition, a new trigger is now available for automated flows:
SalesOrderItemNeedExportLicenceApproval
This trigger can be used to automate actions and notifications related to export license approval requirements.
Rental
New quote copy feature for Rental contracts (RCT)
Classification: IMPORTANT
We are introducing a new quote copy feature for Rental contracts (RCT) in the context menu, making it easier to reuse existing quotes instead of recreating them from scratch. This enhancement significantly reduces the time required to create similar quotes while minimizing manual work and the risk of errors. Users can now duplicate existing quotes, reuse selected quote items, and adapt copied quotes for new rental opportunities.
Previously, rental representatives had to manually recreate quotes whenever similar contract terms were needed, even for the same customer or a slightly modified rental agreement.
With this enhancement, users can:
Copy an entire quote within the same rental contract or to another rental contract.
Copy quotes between contracts for the same or a different customer.
Copy selected quote items into a new quote within the same rental contract.
Choose whether to copy existing rates or recalculate prices based on current pricing rules.
Copy existing discounts or define a new discount during the copy process.
Adjust rental periods, shipping information, delivery terms, and locations before completing the copy.
Optionally include quote item notes and descriptions.
Maintain a reference to the original quote for audit purposes.
The original quote always remains unchanged, regardless of the copy operation. Quotes can be copied regardless of their current status, allowing users to reuse both active and expired quotes when creating new business opportunities.
When copying between contracts, the system automatically validates currencies, shipping terms, and product availability. If products have been discontinued or expired, those items are excluded from the new quote while informing the user. When customer currencies differ, rates are automatically converted according to the selected pricing option.
This enhancement provides a faster and more flexible quote creation workflow.
Release date: Already released
Standard commercial invoice for rental transactions
Classification: USEFUL
We are introducing a standardized Commercial invoice (Proforma invoice) for rental transactions, providing the required trade and customs information when rental equipment crosses national borders.
Previously, rental invoices did not consistently contain key commercial and trade information such as sales price, tariff code, country of origin, product name, and product description. This could result in incorrect customs handling, compliance risks, delays, or the need for manual corrections.
With this enhancement, rental transactions now populate the relevant price fields on Shipping advice items (CSAITEM) using the standard Product (ART) sales price functionality. The values are provided in the currency of the Shipping advice (CSA), based on the currency of the related Rental contract (RCT). These values are informational only and do not affect accounting, pricing, or financial postings.
The commercial invoice includes the relevant customs and trade information, including HS Code (Tariff Code), Country of Origin, product details, and item-level totals. The invoice also provides a total for the entire Shipping advice (CSA). The Sales order (COA) reference is populated with the related Rental contract (RCT) reference, providing a clear link back to the rental transaction.
The commercial Invoice is intended as a print-only document for customs and logistics purposes and does not include VAT. It can be triggered manually according to the regular output ruleset and generated as either a PDF or email output.
Finance
Enhanced reporting for Fixed Assets
Classification: USEFUL
We have introduced a new, more flexible Fixed Assets report that provides improved reporting and reconciliation capabilities while supporting the latest Fixed Assets functionality in RamBase.
With this enhancement, users can generate dynamic Fixed Assets reports with flexible grouping and filtering options, allowing them to report on the information most relevant to their needs. The new report supports both existing and recently introduced Fixed Assets functionality, including assets under construction, investment types, useful life changes, and additional reconciliation fields.