Date release
The second quarter of 2024 will kick off with the optional Date release. This release includes developments for Transportal 2.0, where technical preparations have been made to facilitate two-way communication. Furthermore, a new development has been introduced in production to 'completely finalize', which makes it possible to select one or more assignments and fully finalize. Below you will find all release notes:
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Being able to provide a standard order/assignment with a (selected) end customer/initial supplier and use the end customer in a standard order to determine the date code
When creating a purchase order, the starting supplier can now be recorded based on the master data (supplier reference). For a sales order, the end customer can be recorded in the master data (customer reference). The end customer can be recorded for an order (customer reference). Both can be adjusted afterwards in the order/assignment. The supplier/end customer handling relationship remains available for handling orders.
When an end customer has been entered in an order, the date code will be generated based on the end customer's settings. If it is an end customer without a date code template or no end customer has been selected, the customer's template, if known, will be used.
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Expansions in accounts receivable management
Various developments have been made for accounts receivable management in GreenCommerce. Such as commercially blocking a debtor, additional insight into the last payment date of the invoice relationship, sharing outstanding items of a debtor with account managers of the underlying invoice relationships and more.
Are you interested in the expansions in accounts receivable management? Contact us for the possibilities.
QC email; no inspection report and photo in the attachment
The checkbox 'Email without attachments' has been created, so that if it is checked, no attachments will be added to the e-mail of the inspection report.
Import orders digitally: use pallet factor and pallet packaging stem
A new message setting has been developed for importing messages of type Order (sales). This setting allows you to indicate whether your own master data should be taken into account when importing this message.
If this setting is on, the pallet factor sales and the pallet packaging sales of the linked item will be taken into account when creating the order lines. The relationship (customer) preference is also taken into account.
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Price calculator with calculator function
A price calculator has been added to the sales order line, with which the currency of the item day price and product day price can be exchanged between the system currency and the currency of the order. This is only possible if the order currency is different from the system currency. If a standard kilogram scale has been set, you can now choose whether this kilogram scale should be used when calculating prices in the sales order.
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Adjust program price from orders
In the stock and price information control, a new button has been added with an icon of the program. The button is visible when a unique program line has been found and the currency of the program matches that of the sales order. This works similarly for purchasing, provided the right task is available.
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Compress cost items when finalizing an empty order
When finalizing purchase and sales orders, after compressing the order lines, it is checked whether there are still lines in the order. If this is not the case, the remaining cost items will also be removed.
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Being able to add a single item line directly to the price list
In the price list details screen, the “Add” button has been expanded with a dropdown with two options, “Single item (Alt+1)” and “Multi item (Alt+2)”. “Single item” opens the same pop-up as when editing a price list line. A field has been added at the top for selecting an item.
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Purchasing shortages: add option to increase existing item line, have option available as standard
The screen for purchasing shortages has been given some new features. New standard columns and filters have been added to the screen, such as the 'Locations' filter. When one or more locations are entered, the stock per location is shown. In this way it is also possible to purchase location-specific shortages.
When purchasing shortages, a new option has been added 'Merge'. This ensures that no new order line is added if there is already an order line with the same item at the same location. This option is on by default. Another new option is to purchase the selected lines in full. With this option, lines will always be merged if possible.
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Be able to add the current item daily price to items as a column
The daily price column has been added to Master Data, 'Item'. The daily price is determined based on the standard price group for the current company.
Create residual orders from the Production App
Residual orders can be managed from the detail view of a machine. Under the “Result” tab, the remaining assignments are displayed and it is possible to create new remaining assignments. In addition, it is possible to edit the residual orders and unregister pallets from a residual order. As long as the residual job is in production and the main job is not paused, it is possible to edit residual jobs.
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Transportal 2.0: Adjustments in GreenCommerce
Changes have been made to the message definitions. With a Detour Order (Order), information about the detour order is now provided, comparable to purchase and sales orders.
Percentage shipped and unshipped
The percentage shipped and the percentage unshipped of the Transport Order are determined based on the actual shippign and unshipping times in the lines. These percentages can be added as columns in the list view of the transport orders.
Move controls in transport command screen
A number of controls have been moved in the Transport Order screen, see screenshot.
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View certification information on final orders
It has been made possible to view the certification information also for final purchase and sales orders. If a user clicks through to view the certifications, the 'Show deactivated' option will be enabled by default in the next screen. Expired or nearly expired certifications are no longer taken into account in final orders because an archived certification is no longer valid by default.
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Transportal 2.0: Being able to record shipping and unshipping references with the lines to be transported
The shipping and unshipping reference has been made available in several places in GreenCommerce, at SalesOrderLine, PurchasingOrderLine and DetourAssignment. If a user has the task 'Edit ship unship reference Transport Order lines', he or she may adjust the shipping and unshipping references of the lines in the transport order, this can be done for several lines at the same time.
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Transportal 2.0: Edit shipping and unshipping times in transport order
It has been made possible to adjust the shipping and unshipping time for multiple transport order lines simultaneously and of different types.
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Transportal 2.0: Inform transporter(s) about transport order(s) and place shipping to Transportal under one task item
The functionality for sending transport order(s) to the Transportal is housed under the existing “Inform transporter” menu item. When you click on this, a pop-up will be shown with the options to send the order to the Transportal and/or send an instruction digitally.
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Processing reserved pallets for repacking based on sublocations
An additional setting has been added in the sub-location 'Production only'. This option is only available for customers who work with pallet registration. With this setting you can ensure that the pallets in this sublocation cannot be picked for shipments, but only for orders.
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Navigate to sales order from stock planning
From the stock planning it has been made possible to navigate to the sales order of the relevant sales order line.
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Expansion in fields to be read in Excel import
When creating an import template for purchase orders, it is now possible to import products and crops. When a product is processed, a purchase order line of the product type is created. If a relationship link does not yet exist for the relationship for the data to be read, this will be created and this request must be processed.
Please note: When processing a product line, the quantity is saved as content.
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Simplifying order picking for production
The number of actions in the WMS has been simplified for order picking for production. An extra flow has been added [Splitting and picking], which makes it easier to split off a number of pallets and pick them in the order.
This option becomes available as soon as the scanned pallet contains more packages than are required according to the reservation and the reservation has a limit (do not exceed). Once this action is performed, the suggested quantity will be split off into a new pallet number.
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Exchangeable stock for commercial employees
For an interchangeable item, a setting has been added that allows the object to be characterized as 'commercially interchangeable'. When assigning on a sales order line, no different items are allowed, which is allowed as soon as an object is considered 'logistically interchangeable' (standard).
An extension has been added to the stock planning for commercially interchangeable items. Here it is now possible to view the batches of interchangeable items in addition to the batches of the same item.
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Make repacking orders from stock
The new menu item ('Produce from stock') offers the option to produce the remaining part of a sales order line that has not yet been 100% allocated. Unlike the regular option, you as a user are directly redirected to the batch sales screen where you can book/reserve consumption.
A new option in the batch reservation screen is to also change the 'item to be produced'. When selecting a different item, both the item of the linked sales order line and the order to be produced are adjusted.
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Multi finalize completely
A new menu item has been added to the assignment screen 'Completely finalize' with which one or more assignments can be selected. A form follows in which two options are available, 'Print pallet stickers' and 'Merge pallets'.
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Selling a single item from batch sales
The option to sell a single item has been added to the batch sales screen. The functionality works exactly the same as when selling a single item from the sales order via [ALT + 2].
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Keep costs per kilo in the price list
Two new menu items have been added in a price list: 'Price info' and 'Show log'.
- Price info: Displays a pop-up with a snapshot of all amounts used to calculate the suggested retail price for the selected price list line at the time of saving.
- Show log: Displays the log (changes and actions) of the selected price list line.
The price information of a price list line is automatically created and stored in a separate table “PriceListLinePriceInfo”.
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Automatically match purchase invoices based on order references via Blue10
New extensions have been added to the functionalities of the purchase invoicing process. This makes a simple way of order matching possible. To indicate which purchase invoices and which suppliers are suitable for automatic matching, it has become possible to manage this per supplier.
For more information, read the news item.
System parameter for preferred item and element purchase price transfer method
A parameter 'PurchasePriceTakeoverMethod' has been added to the purchasing side. This is empty by default; no prices will be copied. Prices were already adopted when purchasing elements, this stays the same. If you have chosen to adopt certain prices, these will be suggested by default when creating a purchase order line. This also applies when elements are purchased.
empty = take nothing
0 = Item day price
1 = Product daily price
3 = Program price
4 = Customer-specific daily price
For elements:
empty = take nothing
0 = Element price
1 = Program price
2 = Customer-specific element price
Filter by product group(s) of the item to be produced
A product group filter has been added to 'BatchSales'. To filter this list by default when reserving for production, a user-specific parameter has been added 'BatchSalesProductGroupFilter' which defaults to filling in the product group(s) of the item to be produced. A column has also been added that shows the number of packages that would be required from a batch based on matching product groups. This so that other countries of origin are also available to use.
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