You can now create a receipt for products or services via InSite. This can be used for articles, work types, costs, assemblies, production articles and ready products. This is not possible for serial or article numbers or assemblies of the explosion type.
Now, the person who has submitted the purchase request can actually confirm the delivery of the products or services with receipts in InSite. Check at source via InSite!
The purchase invoice can subsequently be paid automatically if you have configured this. Read here also more about the options for e-invoicing and matching.
The collection of data for Receipts is now also available in the workflow! This means that you can now build conditions on receipts and values of the custom fields at the Receipt destination.
The CBS return for Intrastat has been adjusted based on the requirements of Belgium. CBS is the dutch name of Statistics Netherlands.
The Country of origin of an article and Other party VAT number fields have been added to the sales return for Intrastat (the outgoing VAT return). These fields must contain a value in Belgium, but, if you have not yet filled them in in Profit, Profit will fill in the return with the default values 'QU' for the country of origin and QV999999999999 for the VAT number of the purchaser.
The country of origin can be entered in the article properties on the Article type tab in the CBS country of origin field.
The VAT number of the purchaser is retrieved by Profit from the existing 'VAT number' field on the Debtor tab in the properties of the sales contact.
This has meant that the import article has also been changed. The CBS country of origin field has been added there.
Please note:
The added CBS country of origin field has been included halfway through the Article import definition. Check and change your import definition if required.
The details only apply to you if you have enabled the CBS activation.
You can now link a specific entry layout for each OCI profile. This ensures that you can enforce that specific fields are given or are not given a value when determining this purchase request in particular.
You can have several OCI profiles for each OCI link.
The user sees the specific entry layout immediately when he or she returns from the web shop of the purchase contact. This concerns the Change InSite My purchase request entry layout or a copy thereof.
This is the same entry layout as the one in which you link the workflow. Now, you can therefore also link a deviating workflow for each OCI profile via the entry layout.
The new specific entry layout can be linked for each OCI profile in the Preferred values tab.
A number of fields have been added to the Profit OCI link. This is the OCI link that you use when there is no specific OCI link for the purchase contact. The fields that have been added are (this is not an exhaustive list): comment, Project number, Project phase, Allocation code As1, etc.
The full list of fields including the tags can be consulted via this example document.
The available OCI links have now been expanded with:
Did you already use Oosterberg? Then reconfigure the purchase contact.
You can now immediately create a purchase order based on a purchase request under specific conditions once it has been approved. You do this via the condition with the Always option. For example: Always create a purchase order immediately if the purchase request profile is 'Order some flowers'.
This will ensure that you do not have to convert a purchase request manually into one or more purchase orders!
If you are dealing with exempted VAT (for example, in Healthcare), you may only deduct VAT proportionally over purchases as input tax in the VAT return. The residual amount of VAT must be regarded as costs. You will now see these costs in the amount of the purchase requests. The procurement schedule for the assessment of the purchase request will now also take these costs into account in accordance with this calculation:
Amount to be assessed = Amount excluding VAT - discount + non-deductible VAT
This 'Amount to be assessed' will, for example, be displayed as an Operating amount.
Please note:
If you use the procurement schedule, this will have an impact on the requests to be assessed. The request amounts including the non-deductible VAT will, after, all be higher. Check whether the procurement limits and schedule are still correct.
Below you can see a few examples of the calculation of the request amount based on the spending of 10,000 euros excluding VAT. For companies that do not operate in healthcare, nothing changes. The amount will continue to be 10,000 euros.
The second example shows a department in a hospital of which you may deduct 25% of the VAT as an input tax. This means that the purchase request amount is 11,575 euros.
Is a debtor discount involved? Then the discount must first be subtracted. If the discount equals 5%, the request will therefore be 9,500. However, you must now also add the non-deductible VAT to it; therefore the total request amount will be 10,996.25.
You can use a special unit for purchase requests for each purchase article. This is referred to as the Purchase request preferred unit. This makes it easier to use the right consumption unit (such as a box or crate) with regard to purchase requests.
Example:
The base unit of nappies is items. The nappies are in boxes of 60 items and are delivered on pallets with 250 boxes.
It is useful for purchase requests if the nappies are ordered by box instead of per item. You therefore use the box preferred unit for the purchase requests.
If you configure this, the person making the request can choose between the base unit and the preferred unit for purchase requests. If you do not configure this, the purchase request can only involve the base unit.
This functionality is available for both custom purchase requests and purchase requests based on the product group.
This functionality will also have an effect on the Purchase request UpdateConnector (FbPurRequisition):
If a value is not entered in the Unit field, the preferred unit for the purchase requests of the article will be used. Enter a value for the Unit field to deviate from this.
If a value has not been entered for the Purchase request preferred unit field for an article, the base unit will always apply.
You can now change the item code in one go at one go at several articles. This can be done via the import Article to which the Item code (new) has been added.
The Service and Transporter fields are available in the entry layouts in the purchase process linked to sale base order, sales quotation, order recommendation and invoice in the imports and in the FbSalesQuotation UpdateConnector. You can already indicate as from the sales quotation what the transporter and service must be for, for example, Transsmart. This will ultimately also be added to the sales invoice.
The Order management/Manage/Delete KZS import history menu item has been added to empty the temporary KZS packing slip import.
A new planned task has been added: Exchange of master data. The Reference date is the day on which it is performed. The Explanation is a required field.