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Miscellaneous improvements

• In the Resource list (Configuration > CRM Configuration > Tasks), the “Inactive” column was added to the “Resource group members” grid. The “Resource group members” appear on the resource page only when the resource type is = Resource group. 

• Field Lot was added to the item lines that participate in tasks of type Service (ServiceRequest). 

• View “Execution progress of contractual tasks” has been modified to display all payments linked to contracts/projects, that come either from collections/payments documents, or from Adjustment documents (BPC).

• The field "E-mail" was added to the customer form that opens through the document creation screen.

• Added the Export to Excel option to the following 4 process screens (Accounting > Collections-Payments:

1. Planning of payments

2. Payment orders preparation 

3. Payment orders approval

4. Create payments based on approved orders 

All entries are always exported. 

• The action to update shipment status is no longer limited to only checking the login branch shipments, as it has been up to now.

• A new parameter was added to the shipment creation automation for Box Now, titled Delivery package no, with default value 0 (zero). The user can now specify the desired number of packages for each shipment, but without exceeding the total number of document item lines.

By leaving the 0 in, the process keeps working as it did up to now, i.e. it creates as many packets - vouchers as the existing item lines.

Accounting 

New Accounting Model Screen 

A new accounting model creation screen is available in this version.

In the accounting model used, if the accounting article provided for in the document update profile is not the preferred one, or if the document update profile does not even provide for an accounting article, then at this point the article model to be applied can be specified.

If it is already specified, then all lines of the document update profile that may exist and relate to posting will be ignored. Therefore, this model always overrides the document update profile.

On the document type screen, in the “Accounting” tab, you can add a new accounting model by clicking on the button for adding a new model, or you can create a new accounting model by selecting New by copy , from the lines of the document update profile of the document type. 

The new accounting model screen is divided into two main areas.

For example, when the segment concerns a “Stock item”, you can specify whether it concerns a Standard or Reverse line. If the segment concerns a “Liquidity account”, you can specify whether the line concerns “Payment”, “Forecast” or "Reservation”.

• Debit or Credit 

• Value: Here you can specify the type of amount used in the accounting model line.

A new value input screen is now available.

• Account Type: Here you can specify how the ledger account will be generated. 

By selecting the “Accounting group” value, in the “Account” field you can select one of the existing accounting groups.

By selecting the "Expression” value, the updated screen for writing expressions is accessible in the "Account" field.

In case you need more expression options, you will need to create accounting groups from the accounting group configuration menu, and select them through option “Account type” => Accounting group

Reason: Here you specify the reason of the accounting model line, selecting from the existing reasons available 

In addition, it is now possible, via the accounting model, to visualize the result of the model in a selected document.

On the “Ledger chart” page, using the “Select” button you can select the preferred document from the documents list and then with the “Calculate” option you can view the accounting model result.

New Accounting Model By Copy

By selecting from the document type the button for adding a model by copy, the accounting model screen opens, populated with the document updates profile lines, concerning posting, in order to edit them. 

Accounting groups editing screen and Accounting groups chart 

This release has an updated accounting group editing screen, for “Group type”: Segment definition 

The new updated accounting group editing screen for “Group type”: Segment definition, with its new format, distinct segments, easy search in the available fields, makes them easier for the user to edit them.

Additionally, it’s possible to Visualize accounting groups for “Group type”: Segment definition.

Through the visualization, you can read the accounting group's results in a fast and easy way, at any level.

Romanian version specific improvements

SAF-T improvement on selecting the year

Since there are companies that have unclosed years prior to 2022, this limitation was removed from the fiscal year selector, when generating the SAF-T Declaration.

EBS-RO, documentation and translations improvements

For more info, browse the EBS-RO website.
We constantly update it with instructions and documentation in Romanian.

We also constantly update and correct all translation or localization errors, so that the application will better serve the Romanian users.

Commercial management

Documents

• Resolved a problem that would occur when changing the value in an informative field of the document header, where the closing type is set to “No check” and there’s an Access privileges profile.

• Resolved a problem that would display an error message when opening existing documents containing promotion offers. The message would appear in case any of the Promotions had become Inactive.

• Resolved a problem that would occur in Production Order documents when developing the parts of a generated item, when it contains one more generated (semi-finished) and the field “BOM levels” has been selected in the document type. The problem concerned the update of the field "informative line" in the semi-finished product line.

Reports

• Improved the display time of the results at level 2 with the item lines in the "Preparation of Expenditure Requests" view.

Miscellaneous

• Resolved a problem when opening a customer register, where an error message would appear. The message would appear in the event that one of the customer's Salespersons had become inactive.

• Resolved a problem when opening an item register, where an error message would appear. The message was displayed on occasion in some customer installations.

• Fixed an error that would appear on screen “Issuance of computerized cheques” in Expert, due to changes made to the previous version in the Planning of payments process.

Related cases

Bug fixes for the Romanian version

• A fix was applied regarding an error that appeared in a very specific context on the VAT closing procedure.

Related cases