FAQ: Sales

Customer subscriptions - how can I add a new subscription?
Inspect a customers subscriptions by: To open the Customer (CUS) application, find Sales in the RamBase menu and then Customer management. Click C...
Sat, 28 May, 2022 at 4:26 PM
How can we handle the error message regarding 'output type missing' when sending customer orders/invoices?
If the user gets the message: Send to or output type is missing for email/print! when trying to send a customer order/invoice, it could help to use the opti...
Fri, 13 May, 2022 at 2:03 PM
Can the field 'Confirmed date' be added to the import job for customer orders (COAUPLOAD)?
The confirmed date (CONF date) cannot be added to the import job for customer orders (COAUPLOAD - INP/37224) as this field is calculated by RamBase and not ...
Thu, 12 May, 2022 at 7:48 PM
How can we identify items with messages?
If you need to find all items with messages attached, you could use the following procedure: To find a specific Sales Order Item, open the COAITEM (COAI...
Tue, 12 Apr, 2022 at 6:07 PM
What does "Recipient from a source document" mean in the output control folder on a customer?
When "Recipient from a source document" is chosen in the Output control folder on a customer for a customer sales order (COA), when reconfirming t...
Mon, 7 Mar, 2022 at 4:14 PM
Is there a step-by-step manual how to register a customer order (COA) and through the process until invoiced ?
You can read how to create a coa here: Create a Sales order (COA) (rambase.net)  Forward COA to CSA: Prepare for picking (PFP) (rambase.net) It is possibl...
Mon, 7 Mar, 2022 at 12:01 PM
Why is an article with class Z included as purchase need in the sales operation planning (SOP)?
The 'Ignore in S&OP' flag was not added on the article.  When this is flagged on the article, it will not be included next time the sales and...
Thu, 27 Jan, 2022 at 3:57 PM
Why does the error message: State is required appear when creating customer quotes/sales orders?
STATE is required for customers who have COUNTRY: USA or CANADA.  If the customers address is one of these countries, the field STATE is mandatory.  The er...
Thu, 27 Jan, 2022 at 3:12 PM
How can I change the country on a customer account (CUS)?​​
It is not possible to change the country on a customer (CUS) account if there are open documents for this customer due to VAT rules and regulations. After c...
Sat, 6 Feb, 2021 at 5:12 PM
How can we add internal information to a customer / supplier account?​​
 You have 3 options for adding internal information to a customer/supplier account: 1. Menu option: ‘Set Message’. This is recommended for short, inform...
Sat, 6 Feb, 2021 at 5:11 PM