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: |
Exact Globe+
|
Date: |
23-09-2022 |
Release: |
500 |
Attachment: |
|
Disclaimer |