Banana release
The Banana release is all about technical and speed improvements, among other things the Excel import module. By adding new settings to the Excel import, a lot of actions are no longer necessary. Various improvements have also been made to invoicing, which has given the financial part more substance. The Banana release is a mandatory version. Read the release notes below:
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Exact-Export: Extra PaymentTerms for debit invoice
In order to correctly export the direct debit invoices, including VAT, extensions have been created with which the payment terms for direct debits are filled in according to the Exact format.
Program lines provided with price reference date for calculation of package prices and unit prices
A price reference date is set in program lines. This has been set retroactively to the last change date of the program lines, with the 'from date' as a fallback for already existing programs.
When deploying a program, it is based on this price reference date, the original unit price or package price excl. pallet is calculated and then entered.
Order sales requirement + fill line(s) in different ways of creating orders
From now on, a sales order will always record the customer's preference. As when adding a new sales order, the handling end customer is taken into account if known.
When copying order lines to other orders, an additional check has been applied in cases where a main sales requirement is used at sales order level. The sales requirement in the line is only copied if the main sales requirement matches.
UK detours - Customs declaration based on purchasing from UK
When a system is set up to create customs declarations based on transport, the purchase order lines can now also be added to a declaration. The order lines that qualify must be scheduled for transport, be in an order with the 'Standard' type and the (end) location must be in a country for which a customs declaration is required.
Adding margin % to the purchasing result tab
The 'Purchasing result' tab provides insight into the margin over the entire purchase order, which can be found under the 'Profit margin' label.
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Adjustable date filters for 'invoice sales orders' screen
New parameters have been created with which the date filters in 'Invoicing sales orders' can be influenced. For this development, 30 days were removed from the 'as of date', so this is the default value for the 'as of date' system parameter.
Additional filters in Price Lists
In the overview of the price lists, the filter has been expanded with three options.
- Customers
- Customer groups
- Countries (Country logistics of the relationship of a price list)
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Make internal comment on item daily prices grid longer
The 'Internal comment' field has been increased from 50 to 255 characters
Total net and gross weight columns in Sales orders
The columns 'TotalNetWeight', 'TotalGrossWeight' and 'TotalGrossWeightInclPallet' have now been added in both the purchase orders and the sales orders screen. The columns can be enabled via the column selector. The columns show the added weights of the underlying lines.
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Multifilter in stock planning screen for item group and item main group
In the following screens, the article group and article main group filters have been changed from single-value filters to multi-value filters:
- Inventory planning (ccNotAssignedShortages)
- Batch reservation (ccBatchSalesRipeStock)
- Batch stock (ccBatchesInStock)
- Ripe stock (ccRipeStock)
- Stock (ccStock)
- Historical stock (ccStockHistory)
- Stock expected vs sold (ccStockExpectedVsSold)
Being able to reset transport planning when moving a purchase order (line)
When moving order lines, there was already an option to possibly remove the lines from a transport order when moving. However, this option was not visible when one line was moved. Now this option is also visible when moving a single line.
When moving a purchase order, it is now possible to choose to remove the order lines from the transport order. By default, the option is checked so that the current working method is not changed.
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Add filter for tags in item daily prices screens
An option has been added to both the Item Day Prices grid and the Item Day Prices list view to filter on one or more tags of the items.
Purchase order 'Financial comment' upon price adjustment from purchase invoicing
The purchase order has been expanded on the 'Financial' tab with a 'Financial comment'. This comment must be filled in when the price of a purchase order line is changed. As an extra, the 'Reference' label is now filled with the reference of the purchase order line.
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Add sublocation group as filter in pallet stock
An extra filter has been added in the pallets in stock screen with which a sublocation group can be selected. If one or more locations are filled, the filter for the sublocation group will be adjusted accordingly. When a sublocation group is filled, the filter for the sublocation is adjusted accordingly.
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Send price lists as Excel or PDF based on customer settings
Additional functionalities have been added if it is not set to always send Excel price lists. If a situation arises in which not every price list is sent as Excel, the option is available to indicate per customer that an Excel price list is desired.
When generating a price list, it is now determined whether it should be sent as Excel or not. When sending, you can choose whether a price list is sent as Excel or as PDF.
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Finetuning InvoicesToBeSent
The filter in the screen with 'invoices to be sent' has been adjusted. By default it is set to 'To be sent', which has created a blank screen.
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InvoicesSend check on EDI invoicing
For EDI invoices, the 'EDI Invoices check mark' is currently already checked, this has remained unchanged. Currently, the invoices already take into account whether the customer 'works with FreshBabel'. It has been added whether the relationship also works with the invoice message (300) and whether it is set up for outgoing communication.
Invoiceable from and to in HandlingRelatieInvoicing
In the ccHandlingRelationshipInvoicing screen, date filters for 'billable from' and 'billable until' have been made adjustable.
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Separate invoicing of service from purchase order batch
When invoicing an activity, the underlying registrations were also invoiced. This was done when a registration has the 'IsBillabler' attribute. However, this feature always remained, even if the registration had previously been invoiced separately.
With this development, the underlying registrations are assessed on the characteristic 'IsReadyForInvoicing' (May invoice), this characteristic does change when a registration is invoiced earlier.
In the list of activities to be invoiced, the amount in the 'To be invoiced' column has been adjusted. The underlying registrations that have already been invoiced are now taken into account here.
For better insight, the columns 'Billable', 'May invoice' and 'Invoiced' are also included in the standard columns for lines.
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Re-invoicing of already invoiced service
By default, for registrations to be invoiced separately, registrations that may not be invoiced are no longer shown. These can still be viewed by checking the box 'Incl. may not invoice'. The period filter has been removed in the 'Search and filter settings'.
When the user starts invoicing individual registrations and registrations have been selected that should not be invoiced, a message will appear. If there are no registrations left to invoice, this was the last notification. If there are any registrations left to invoice, the user will receive an additional question that must be confirmed.
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Item description indication on KCB declaration can be set based on customer preference
In order to indicate per customer whether the item names should be included in the declaration, a new setting has been created for the relation on the customer tab, in the KCB declaration settings. This setting can be used to indicate whether the item names for this customer should always be included, should never be included, or whether the company settings should be followed.
When drawing up a KCB declaration, the new attitude of the customers involved in the KCB declaration is taken into account. If one of the customers has the setting set to 'Yes', the setting will also be set to 'Yes' in the KCB declaration. If this is set to 'Follow company settings', the setting in the declaration will also be set to 'Follow company settings'. If this is not the case, the setting will be set to 'No'. If necessary, the user can adjust the setting manually.
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Removing FreshTracker link on batch map
The label has been changed to “QC App batch”. In addition, it is now no longer possible to click on the number.
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Excel import technical improvement
Where previously all data was included in each line of the import file, a specific cell can now be selected to import data. Advanced importing is only available for new import order templates; existing templates can continue to be used. Advanced importing can only be used with xlsx files.
View for more information: https://www.greencommerce.nl/en/minimal-actions-during-the-excel-import or get in touch.
Er zijn geen release notes met dit label gevonden.
