New in Profit 19

Order management

 

Groups in mandate schedule

You can now set up the mandate schedule based on groups. Profit can enter these groups automatically by using selections and functions, which saves you a lot of manual work, for example, when an employee leaves the company.  


New workflows have been added to the existing ones for the assessment including groups in the mandate schedule. 

Simplified workflows in the mandate schedule

The workflows for the mandate schedule now have a mandate task that comprises five different evaluation steps. This simplifies the maintenance and use of the mandate workflows.  

This applies to the purchase request, purchase order, purchase quotation and purchase invoice workflows (and the new general journal workklow).

 

Apart from this new task, more conditions, actions and options have been added.

 

OCI links expanded and optimised

The following new OCI links are available for purchase requests:

  • Aan Tafel
  • BCC
  • Medux/Hartingbank (patch op Profit 18)
  • Pimm solutions
  • Rexel BE
  • Van Dijk Zakelijk

In addition, some issues with existing OCI links have been resolved:

  • Huuskes (ItemOut) 
  • Office-Depot has changed its name. A new link is available for this, namely, Viking Netherlands BV. The existing link will continue to work. However, the field Debtor no. (supplier) is now required. 

 

Expansion of order process data collections

The data sets of purchasing and sales have been expanded with fields of the corresponding lines. This allows you, for example, to show the delivery date and status of the corresponding purchase order in InSite.


These include the following data sets:

  • Purchase order lines: fields of the corresponding purchase order line
  • Purchase order lines: fields of the corresponding purchase offer line and related purchase request line
  • Receipt lines: fields of the corresponding purchase order line
  • Purchase invoice lines: alias to corresponding receipt line
  • Packing list lines: fields of the corresponding sales order line
  • Sales order lines: fields of the corresponding sales offer line

 

Stock planning optimised and expanded

The following has been implemented in stock planning:

  • Profit now keeps the stock planning longer, namely, 360 days instead of 90 days. This allows you to see much further into the future what the stock will be.
  • Sales quotations now also count in the Forecast field on the Stock planning tab in the item properties.

 

Journalise the balance of warehouse movements separately

If you have different VVPs per warehouse and you did a warehouse movement, the 'Delivered items' suspense account kept a balance after journalising.

Profit now enters this balance separately on the ledger account that you set in the Result field. RC stock transfer in the Stock integration type. You can now ensure that the result is processed in an account other than the Purchase suspense account.

Check and set this field. If you do not set anything, you will get an error message when you journalise.

 

More great functionality

  • Allocation Action
    In the Authorisation tool, the Linked purchase order action to be authorised is now called Allocation to match the action on sales orders. You will find this action via Authorisation tool, Authorisation tab, Order management / Sales process / Actions.

  • Sales Dashboard
    You can now filter by article dimension 1 and/or article dimension 2. You can also filter on the dimension codes. The filters are not visible on the worksheets but can be accessed by using Selections. Search there for 'dimension' and the four fields you can use for filtering will be displayed. By using Selections, you can now also filter based on other years.  

  • Current stock dashboard
    In this dashboard, the transfer price per unit is no longer rounded off. This also allows you to consult the transfer prices that are smaller than zero. In addition, the Warehouses worksheet is therefore no longer used. You will now find the data in the Stock overview tab. Finally, the appearance of the tables and graphs has been optimised.

  • Projects Dashboard (patch)
    The following fields have been added to the dashboard: Total contract sum, Invoiced en To be invoiced zijn toegevoegd aan het dashboard Project.