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Exact Globe+   
 

PU 500 (Globe+): Improvements to order, invoice, and quotation entries using SDK

In Exact Globe+, you can create entries for orders, invoices, and quotations through the following menu paths:

  • Order > Entries > Sales orders
  • Invoice > Entries > Invoices
  • CRM > Entries > Quotations

In some cases, you might want to create these entries using Software Development Kit (SDK). This is now possible with the following improvements.

Updates to sales orders and quotations

When you create or edit a sales order or quotation, you can define the sales price, price list, discount, and net price using the SDK test application. The following table compares the old and new checks based on the values you’ve entered when creating or editing entries in the SDK test application. 

No.

Logic

Previous checking

New checking

Applicable when creating new entries or editing entries

1

Sales price is recalculated

[Net price or discount entered (Either value is different from the original value) 

AND

(Sales price is not provided OR entered sales price value remains as in original value)]

OR

Sales price is provided

[Net price or discount entered (No checking on the provided value)

AND

Sales price is not provided]

OR

Sales price is provided

New/Edit

2

Sales price remains as in order entry

(Sales price is not provided OR entered sales price value remains as in original value) 

AND

(Price list is provided OR entered price list remains its value as in original value)

 AND

(Net price or discount is not provided OR either value entered remains as in original value)

[Sales price is not provided (No checking on the provided value)] 

AND

(Price list is provided OR entered price list remains its value)

AND

(Net price or discount is not provided)

New/Edit

3

Net price follows the provided Sales price amount

Sales price is provided

AND

(Net price or discount is not provided OR either value entered remains as in original value)

Sales price is provided

 AND

(Net price or discount is not provided)

New/Edit

4

Net price remains as in order entry

(Sales price is not provided OR entered sales price value remains as in original value)

AND

(Price list is provided or entered price list remains as in original value)

AND

(Net price or discount is not provided OR either value entered remains as in original value)

Sales price is not provided

AND

(Price list is provided or entered price list remains its value)

AND

(Net price or discount is not provided)

New/Edit

5

Net price is recalculated

(Net price is not provided OR entered net price value remains as in original value)

AND

(Discount is provided and entered discount is different from the original value)

Net price is not provided

AND

[Discount is provided (No checking on the provided value)]

New/Edit

6

Discount is same as the provided value

(Net price is not provided OR entered net price value remains as in original value)

AND

(Discount is provided and entered discount is different from the original value)

Net price is not provided

AND

[Discount is provided (No checking on the provided value)]

New/Edit

7

Discount is recalculated

Sales price or net price entered and either value is different from the original value

Sales price or net price entered (No checking on the provided value)

New/Edit

Updates to sales invoices

Similarly, when you create or edit a sales invoice, you can define the sales price, price list, discount, and net price using the SDK test application. The following table compares the old and new checks done based on the values you’ve entered when creating or editing sales invoices in the SDK test application.

No.

Logic

Previous checking

New checking

Applicable when creating new entries or editing entries

1

Sales price is recalculated

Sales price is provided AND entered value is different from the original value

 

Sales price is provided

(No checking on the provided value)

New /Edit

2

Sales price remains as in invoice entry

Sales price is not provided OR entered sales price value remains as in original value

Sales price is not provided

New /Edit

3

Net price follows the provided amount

Net price is provided AND entered value is different from the original value

Net price is provided

(No checking on the provided value)

New /Edit

4

Net price follows the price list's net price

Price list is not 'SALESPRICE'

AND

(It is a new invoice OR for an existing invoice, the sales price entered is different from the original value)

AND

(Net price or discount is provided AND either value entered remains as in original value)

Pricelist is not 'SALESPRICE' 

AND

(It is a new invoice OR for an existing invoice, the sales price is not provided or if entered, the sales price value remains as in original value)


AND

[(Net price or discount is provided AND either value entered remains as in original value) OR the price list entered is different from the original value]

New /Edit

5

Net price is recalculated, and the discount will be taken from the price list

Price list used is 'SALESPRICE'

AND

(Net price or discount is provided AND either value entered remains as in original value)

Price list used is 'SALESPRICE'

AND

[Net price or discount is provided AND either value entered remains as in original value OR (Price list is provided AND entered value is different from the original value)]

New /Edit

6

Net price is the same as the sales price

Price list used is NOT 'SALESPRICE'

AND

(It is a new invoice AND the sale price is changed)


AND

(Net price or discount is provided AND either value entered remains as in original value)

Price list used is NOT 'SALESPRICE'

AND

(It is a new invoice AND the sale price is changed)

AND

[Net price or discount is provided AND either value entered remains as in original value OR (Price list is provided AND entered value is different from the original value)]

New

7

Net price is recalculated

Discount is provided AND entered value is different from the original value

Discount is provided

(No checking on the provided value)

New /Edit

8

Discount is same as the provided value

(Net price is not provided OR entered value remains as in original value)


AND

(Discount is provided AND entered value is different from the original value)

Net price is not provided

AND

Discount is provided

(No checking on the provided value)

New/Edit

9

Discount is recalculated

(Sales price or net price is provided AND either value entered is different from the original value)

OR

(Sales price or net price or discount is provided AND

entered value remains as in original value)

Sales price or net price is provided (No checking on the provided value)

OR

(Sales price or net price or discount is not provided)

New/Edit

For more information about Exact Globe+ SDK, see Exact Globe+ SDK startpage.

     
 Main Category: Attachments & notes  Document Type: Release notes detail
 Category:  Security  level: All - 0
 Sub category:  Document ID: 30.896.678
 Assortment:  Date: 23-09-2022
 Release: 500  Attachment:
 Disclaimer