RamBase Cloud ERP offers a flexible and open approach to managing key business processes and information. Any employee in the organization can interact with the data in the cloud-based ERP database, ensuring centralized and universally available business information, according to the assigned roles and permissions. Users don't have to install any additional software on the computer to use RamBase. All that is needed is an internet connection and a browser. Users can open RamBase and access data from anywhere in the world.
RamBase Cloud ERP is a system that helps businesses within manufacturing and distribution gain control over their entire value chain from sales to production to delivery. The various modules enable users to manage the business processes in real time by using APIs, integrations, dashboards, automation, and built-in intelligence to create, view, and execute the business tasks and workflows necessary to keep business running smoothly.
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Interested in taking RamBase courses? Sign up for our Academy courses: https://www.rambase.com/support-overview/rambase-academy
To sign in to RamBase, enter rambase.net into the browser's address bar. RamBase is compatible with Chrome and Microsoft Edge.
Enter username and password. The username is a combination of an ID-number provided by the RamBase team, and the initials of the user.
Click Sign in. If you sign in from a secure zone, your login is successful.
Secure zones are demarcated by one or several IP-addresses belonging to the workplace. When signing in from outside the secure zone, the user is prompted for a Time-based One-time Password (TOTP). Use third party authenticator apps such as Microsoft or Google Authenticator to generate login codes for login from networks that are not trusted. Email delivery will be supported as a secondary delivery method in case the app is unavailable.
When signing in from an untrusted network using SMS based One-time Password (OTP), the user will be met with the following screen allowing them to configure TOTP.
Change password: Click the Change password link. Enter new password (minimum 16 characters).
Forgot password: Click the Forgot password link and type username when prompted. An e-mail with instructions on how to set a new password will be sent to the registered e-mail address.
The RamBase desktop is the main workspace from where you access all the available databases and applications. When you log into RamBase, the desktop opens.
You can add, use and manage widgets and bookmarks from the desktop, which is customizable. You can modify the desktop to your specific needs.
For example, standard widgets such as the Getting StartedVideo, and RSSFeed can be set up according to your interests. What's New gives information about the release of new features and other important news. Weather forecast displays weather data, Currencies lists the exchange rates for several major currencies. Bookmarks displays your stored bookmarks and Printed Documents displays all documents that you've previously printed from RamBase.
Widgets can also be created to meet specific customer requirements.
You can customize chart widgets by selecting the chart type icons at the top. The three available chart types are:
Area, which is a shaded area represents the data,
Bar chart, which represents the data as colored bars.
Line chart, in which the data is represented by an evolving line.
Pie chart, where a circular graphic is divided into slices, to illustrate the numerical proportion.
Some widgets also have a colour picker, which allows you to select the color of the customizable elements of the widget.
Select the color picker icon and select the necessary color swatch to change the color of the colour-customizable elements of the widget.
The widget shop contains all the widgets you can add to your desktop.
Select Add widget in the upper right corner of the desktop.
You can either search for the required widget or find it in the list.
Click Add to add the selected widget.
To remove a widget from the desktop.
Click X in the upper right corner of the widget.
Click Ok when prompted.
To move a widget.
Drag it to the required area.
Learn how to add widgets here: Widget shop.
The table below contains a brief overview of available Widgets in RamBase.
Note that RamBase has widget categories in the predefined tabs on the Dashboard.
Widget | Description | Widget in RamBase | Knowledge Center link |
|---|---|---|---|
Bookmark Widget | Bookmark viewer |  | |
CalendarWidget | Simple calendar view |  | |
ConsequenceAreasWidget | Shows consequence areas with consequence types |  | |
Currency converter | Convert any amount from one currency to another | ||
Customer billing widget | Customer billing derived from the Customer billing (CUSBILL) application. | ||
DeliveryProjectCostWidget | Project: Delivery cost | ||
DeliveryProjectIncomeWidget | Project: Delivery income | ||
DeliveryProjectWorkHoursWidget | Projects: Delivery work hours | ||
DemoInfo | Demo infographic key figures | ||
Getting Started | Introduction video to RamBase | ||
HomeWidget | |||
Keyinfo | |||
Logistics shipments widget | Numbers related to shipping of sales orders and shipments in general | ||
My open sales order items widget | Widget for displaying open sales order items that are assigned to you | ||
My sent documents | Views your most recent sent documents | ||
MyQualityIssuesWidget | List of QHSES issues with basic data about them | ||
OpenPurchaseOrderItems | The Open purchase order items widget is closely tied with the Purchase order (SPO) application. The widget gives a collective overview over Purchase order items (SPOITEM) and their statuses. Clicking on a slice will open the Purchase order items (SPOITEM) application and directly filter on the category selected. In example, clicking on the blue slice, Pending order response, will open the Purchase order item (SPOITEM) application and filter on Pending order response. This also applies to the fields: Pending registration, Pending sealing or registration, Pending order response , Pending supplier invoice and Pending response to request for change in the footer of the widget. |  | |
OpenPurchaseOrderResponseItems | The Open purchase order response items widget is closely tied with the Purchase order response (SOA) application. The widget gives a collective overview over Order response items (SOAITEM) and their statuses. Clicking on a slice will open the Order response items (SOAITEM) application and directly filter on the category selected. In example, clicking on the blue slice, Pending goods reception, will open the Order response (SOAITEM) application and filter on Pending goods reception. This also applies to the fields: Pending registration, Pending goods reception, Pending supplier invoice and Pending response to request for change in the footer of the widget. |  | |
OurCustomers | |||
OverdueQualityIssuesAndActionsWidget | Shows count of issues and actions which are overdue |  | |
PayablesToDoWidget |  | ||
Pending or in picking process | Shipping advices, goods transfers and supplier returns |  | |
PipeDriveLeadsWidget | |||
PipeDrivePipelineValueWidget | |||
ProcurementBacklogWidget | The Procurement backlog widget is closely tied with the Purchase backlog management (PBM) application. The widget gives a collective overview over Purchase order items (SPO) and Order response items (SOAITEM), and their statuses. Clicking on a bar will open the Purchase backlog management (PBM) application and directly filter on the category selected. In example, clicking on the yellow bar, early, will open the Purchase backlog management (PBM) application and filter on Items arriving early 10 days or more. This also applies to the fields: On time, With deviation, Early and Late in the footer of the widget. |  | |
ProcurementItemsArrivingEarlyWidget | The Procurement items arriving early widget is closely tied with the Purchase backlog management (PBM) application. The widget gives a collective overview over Purchase order items (SPOITEM) and Purchase order response items (SOAITEM) and their arrival status. Clicking on a field will open the Purchase backlog management (PBM) application and directly filter on the category selected. In example, clicking on the 1-3 days field will open the Purchase backlog management (PBM) application and filter on Arriving early from 1 to 3 days. This applies to all fields: 1-3 days, 4-9 days, 10+ days and All items. | ||
ProcurementItemsArrivingLateWidget | The Procurement items arriving late widget is closely tied with the Purchase backlog management (PBM) application. The widget gives a collective overview over Purchase order items (SPOITEM) and Purchase order response items (SOAITEM) and their arrival status. Clicking on a field will open the Purchase backlog management (PBM) application and directly filter on the category selected. In example, clicking on the 1-3 days field will open the Purchase backlog management (PBM) application and filter on Arriving late from 1 to 3 days. This applies to all fields: 1-3 days, 4-9 days, 10+ days and All items. | ||
ProductionQualityReportWidget | Widget that shows production quality reports for each month | ||
ProductionWorkOrderStatusWidget | Production work order statuses widget | ||
ProfitAndLossWidget | Profit and loss widget | ||
Project order expense log summary | Number and cost of expense logs that are pending approval or invoicing | ||
Purchase quote request handling | |||
QualityIssueActionsChartWidget | Chart showing count of created actions for QHSES issues | ||
QualityIssueCostsWidget | This widget shows costs of QHSES issues. | ||
QualityIssuesByActionsWidget | Shows count of actions added to Quality issues | ||
QualityIssuesByCategoryWidget | List and chart of issues grouped by category | ||
QualityIssuesByDirectCausesWidget | List of direct causes with count of issues | ||
QualityIssuesByRootCausesWidget | List of root causes with count of issues | ||
QualityIssuesByStatusWidget | Shows an overview of Quality issues by status | ||
QualityIssuesByTypeWidget | List or chart of issues grouped by type | ||
QualityIssuesChartWidget | Chart showing count of created issues | ||
QualityIssuesWidget | Shows count of issues created in specific time periods | ||
ResourceCapacityUtilization | Shows planned capacity utilization for all resources summed by months | ||
RSS Reader | Customizable news feed | ||
Sales order handling widget | Numbers and key figures related to sales backlog and booking | ||
Scheduled to be delivered | Sales order items which are scheduled to be delivered | ||
SocialMediaChannels | |||
Supplier billing widget | Supplier billing widget | ||
TaskWidget | Simple management of personal tasks | ||
TodaysWOOProgressWidget | Today's Work order operations (WOO) progress widget displays planned, running and completed operations along with planned and logged hours | ||
TotalDueWidget | |||
Weather Widget | A simple Weather forecast for the next 5 days | ||
Whats New | News about RamBase | ||
WidgetSandbox | |||
WorkOrderOperationsListWidget | Today's Work order operations (WOO). |
The notification system in RamBase will allow you to see notifications from the RamBase system or another user. This can be done by clicking the Bell icon in the top right or use shortcut F8 to access the full screen application. From the Bell icon you can also send a notification or email with link to another user about an object.
Under Notifications you can access two categories:
All displays all your received notifications.
Unread shows only the notifications you haven't read yet.
Under Triggered by me you can view notification that were initiated by your actions.
Use the column options to filter and customize how your notification are displayed.
To send an Internal link
Navigate to the top of the RamBase page and click on the Bell icon
In the popup, select Send as internal link.
Choose a subject and a recipient from the User lookup dropdown menu.
Click Send to send the internal link.
Internal Message Service (IMS) is used to send messages between RamBase users.
Inbox shows all your received messages, and Sent shows all the sent messages. Drafts contains messages you have created and saved, but not sent. You can filter what is displayed by using the radio buttons at the bottom of the window.
To send an Internal message
Select Collaboration>Notes and messages>Messages from the RamBase menu to open IMS. You can also select the F8 key or select
in the toolbar.Click Create new message to open the message popup.
Select the recipient in Select Person. Type the person's name and click the arrow to search for the email address.
Enter your message in the Message field and click Send.
You can also send your message to a group of persons. Refer to Send Internal Messages to a Group (GRP) for instructions.
If you want to send the link to your message by email:
Select the F12 key to open the action menu and choose the Send Link by e-mail option.
Your default email client opens with the link in the message, and the document ID as the subject.
Send the email.
You can group several contacts together to create a group using the Group (GRP) application. Use the GRP application to send your message simultaneously to all the recipients in a group.
Type GRP in the program field and press ENTER to open the Group (GRP) application.
Click Create GRP in the bottom left corner. The GROUP window opens.
Type a name for the group in the Name field and press ENTER.
Your name is automatically entered in the Owner field.
Select IMS Group from the Class drop-down menu. Refresh the page when finished.
To add new recipients, click Add Person to Group.
Choose the persons by selecting the Selected checkboxes on the left.
Click X or press the Esc key to close the popup.
To remove a person from the group, click the trashcan icon at the left of the Member in the GROUP window.
Go to Select Group in the Internal Message (IMS) window to send your message to a group you have created. Refer to Internal Message Service (IMS).
Click on the User profile icon in the top right corner to change the language.
Select the required language in the Change language drop-down field.
Error messages in RamBase are helpful when troubleshooting, and especially when providing information to our support team. But in some cases they can be distracting.
This can be the case for users who have limited Permissions (PRM), which limits the options available in certain applications. These users may experience repetitive error messages cluttering their display.
Applies only to error messages
Enabling the Hide permission errors toggle will only hide error messages related to missing Permissions (PRM), not other informational notifications.
Experiencing unexpected system behavior?
By default, error messages are not hidden.
But it is always good practice to check if error messages are hidden, and if so, disable the Hide permission errors feature and then inspect the error message to troubleshoot.
If enabled, it will only apply to the current user, and that current user's browser.
Example:
If enabled in the browser Chrome, the same user can log into a session via the browser Edge and error messages will still be displayed.
This is because the Hide permission errors toggle is both user and browser specific.
From anywhere in the system, click the top-right Profile icon (1) to expand the personal work settings.
To hide error messages related to missing Permissions (PRM), enable the Hide permission errors toggle (2).
Result: Error messages related to missing Permissions (PRM) will now be hidden.
Use the mouse or keyboard shortcuts in the program field, search fields and menus.
Select the ALT key to enable a shortcut menu where you are presented with different options and you can navigate to the desired work area.
RamBase menu - The RamBase menu shows all the modules that you can access. Click the icons to view a sub-menu that displays the related sub-modules.
System selection - The system selection list shows the current system. To change the system, select the necessary system in the dropdown menu.
Note
This option is only enabled for companies with multiple systems.
Database selection - The database selection list shows the current database. To change the database, select the necessary database in the dropdown menu.
Note
This option is only enabled for companies with multiple test databases.
Program field - Use the Program field to quickly access applications and documents. Enter the application name, and predictive search results appear as you enter the partial names, Enter the abbreviation for the required application and press the ENTER key. For example, to view or create a sales order, type "COA" in the Program field and press the ENTER key. Refer to Application abbreviations for the list of abbreviations.
Filter builder - Use this option to filter the displayed information using predefined, context-sensitive filters. In some applications the user can also create custom filters using Field, Operator, and Value dropdown menus. These custom filters can be saved and added to the My saved filters area.
Column Settings - Select this option to choose which columns are to be displayed in the related list. You can export the columns and values as a spreadsheet to Excel, which is emailed to your inbox as an attachment. You can also see user-defined fields and reset the view to default.
Tab - Some RamBase applications use tabs to categorize information and actions.
Sub-tab - Some RamBase applications use sub-tabs to further categorize information and actions.
Dropdown menu - Dropdown menus allow the user to pick an option from a predefined selection. Note the downwards pointing arrow, indicating a dropdown menu.
Field - Fields in RamBase are used by the user to input information. Note the dashed line, indicating that the information, depending on the status of the document, can be changed.
Toolbar - The toolbar has the following tools:
Icon
Options
Description
Create risk assessment for
Risk assessment is a submodule of QHSES and provides the opportunity to perform risk assessments in RamBase. Users may choose which areas or RamBase objects to assess, and how to assess them. Read more about risk assessment in RamBase here.
Create risk
My quality issues
A new quality issue may be created from anywhere in RamBase. In the menu in the top right corner, click the Open QHSES icon and select Create quality issue. Read more about creating a quality issue here.
Create quality issue for document
Create quality issue
Choose this option to get a quick tour of the core functionality of the current application.
Choose this option to open the RamBase Knowledge Center, where you can search for and read information on how to use RamBase.
Choose this option to open the RamBase Service Desk where you can ask for support from the RamBase Support Team.
Choose this option to read about the keyboard shortcuts (Key combinations) available in RamBase.
Add bookmark
Use this option to bookmark the present document and select which folder to save it.. Click Open Bookmark Manager to manage your bookmarks.
Select folder
Open bookmark manager
Files for document
You can open File Manager to upload files, archive, link, unlink, read and edit files, linked to the various documents in RamBase. For more information refer to File Manager. You can also create and view notes attached to your documents.
Notes for document
Create a note for document
My active tasks
Select this option to add a calendar event. Create a new task, enter a Description of the task, and specify the Deadline, Priority, Activity, Created By, Assigned To, parameters. You can link the task to a process by selecting the necessary process from the list. You can set the task to Private if the task is private. You can even create a Checklist if necessary.
Create a task for document
Start process for document
Inbox
You can send and receive internal messages to communicate in RamBase. Open your Inbox messages to view your messages. You can enter text and paste images from the clipboard into your messages. You can send a message using the Internal Message System (IMS) or send an email containing a link to the application in focus, with all the added filters, if any.
Send as IMS
Send link by email
Select this option to see all the settings to personalize your work environment. You can select the theme, language, print group and configuration.
Context menu - The context menu gives the various options you can use while working in the present application. The options you see vary according to your user privileges in RamBase.
Checkbox - Checkboxes can be selected by the user.
Button - Buttons serve specific functions from linking directly to reports, resetting filters, releasing production work orders etc. Buttons are often a part of the core functionality of an application.
Icons | Description |
|---|---|
| Right arrow - Usually connected to an item. In example, if the icon is in the Sales order (COA) application, on the same line as a an item, clicking the Right arrow icon will open the Sales order item (COAITEM) application. |
| View - Usually connected to a document id. Click the View icon to open the source document and application. Keep the context with CTRL + click View iconIn instances where the user wants to keep the current context, but also inspect content linked with a View icon, the user can hold the CTRL key while clicking a View icon. This will open a new browser tab with the linked content without closing or refreshing the primary tab. |
| Quick search filter - Usually connected to a search field. Adjust the variables to be included in the search. |
In an application with the Context menu available, click the Context menu icon in the top right corner.
The Context menu will then be shown in a popup window, where all Menu items are displayed. The popup supports text search and keyboard navigation by using the arrow keys.
Pin favorites
Using mouse-over on a Context menu option will make an orange pin appear to the right. Click on the orange pin to bookmark the menu option. This will add it as a shortcut to the left of the Context menu when exiting the menu. A maximum of three Context menu options may be pinned in each application.
The column settings are used to handle the information displayed in a list and the user can quickly select; which columns are to be displayed, to export the information displayed to Excel, or to even include custom fields, if the option is available.
To access the options, click the Column settings icon, located to the right of most Search fields.
Icon | Description |
|---|---|
| Click the Column settings icon to open a popup including, but not limited to, the options listed in the table below. |
Option | Description |
|---|---|
Columns | To select the information displayed, click on the Column settings icon and hover over the Columns option. Then from the popup list, select the columns to be displayed. |
Export to excel | The selection of data, displayed in the list, can be exported to Excel via the Export to excel option in the Column settings. The .xlsx file is sent to the current user's provided e-mail, which is set up in the Personnel (PER) application. |
Reset to default view | The Reset to default view is useful in resetting the selected columns, their width and placement. Columns can be dragged and dropped to suit the user. |
Include custom fields | If custom fields are enabled for the application, these can be included by selecting this option. |
The program field in RamBase has an auto complete function. Rambase makes suggestions as you enter the first two characters of the search string, and narrows the suggestions using more characters as you enter them. The results are fetched from the RamBase menu and are limited to the archives and applications you have access to.
To browse the input history, select the Ctrl + arrow keys.
Click the Add Bookmark icon in the toolbar on the right to bookmark documents and items. Click on Open Bookmark Manager to open the bookmark manager. You can edit and organize your bookmarks by using bookmark manager. You can see the folders on the left and the bookmarks on the right. Click a bookmark to edit or delete it. You can drag the folders to reorder them.
Click on Bookmarks in the main menu to see your bookmarks. Select the necessary bookmark to open it.
You can create a bookmarks by using a filter.
Add your filter in the filter field.
The item lines are updated with the filtered results.
Right click, or select the F12 key, to open the action menu and click Add Bookmark. The bookmark is saved.
You can edit a bookmark.
Open the Bookmark Manager.
Find the necessary bookmark.
Select the bookmark and click on the Edit icon on the right.
You can rename the bookmark, change the Document link (DOC) field, and if they are shown, also change the Database (DB) or Filter fields.
Select Save icon to commit
The status codes are attached to the documents throughout the lifecycle, and continuously show the current status of the document. Most applications used as a work list for the production planner, the purchaser or the shipping operator, filter documents and transactions based on the status codes.
For example, a Sales Order item is ready for shipping when it reaches status 8. The application where the shipping operator gets the overview of all orders ready for processing shipment shows all customer order items in status 8.
See the illustration below for the various status codes used in RamBase.
One of the greatest benefits with using RamBase is the traceability it offers. A document can be traced throughout the value chain, with full traceability concerning users and dates throughout the process. To further ease the functionality of this value-chain movement, RamBase uses different status codes to show where the delivery is in the process or if there is a need for action.
Status | Meaning |
0 | Auto generated by the system |
1 | Under manual entry |
2 | Awaiting further internal processing |
3 | Awaiting further external processing |
4 | Ok and awaiting delivery from supplier / payment from customer |
5 | Special state - request for charge has been sent to supplier |
6 | Alert state - used in situation where there are delays or other instances where attention is needed |
7 | Supplier invoices that has been selected for payment |
8 | Ready for completion |
9 | Completed |
D | Discarded |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Deactivated |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Processed |
Status | Meaning |
0 | - |
1 | Draft |
2 | Pending review |
3 | Pending approval |
4 | Activate |
5 | Pending changes |
6 | Pending issue resolution |
7 | End of life announced |
8 | End of life period |
9 | Expired / discontinued |
D | - |
Status | Meaning |
|---|---|
0 | System generated |
1 | Pending reconciliation |
2 | Pending payment linking |
3 | Pending deviation approval |
4 | Reconciled |
8 | Pending confirmation |
9 | Confirmed |
Status | Meaning |
0 | System generated |
1 | Pending registration - Editing |
2 | Pending customer approval |
3 | - |
4 | Pending payment - Sales invoice issued and registered in the General Ledger, but not paid yet. Open post in the account receivables. |
5 | - |
6 | Sent for debt collection |
7 | - |
8 | Pending payment confirmation - Sales invoice paid, but payment not confirmed. Invoices sent to factoring, credit card payments and internal payments. You can not send reminders for Sales invoices in Status 8. |
9 | Confirmed paid - Sales invoice paid and payment confirmed. |
D | Discarded |
Status | Meaning |
0 | - |
1 | Editing |
2 | - |
3 | - |
4 | Customer credit note issued and registered in the General Ledger, but not cleared yet. Open post in the account receivables. |
5 | - |
6 | - |
7 | - |
8 | Customer credit note paid/cleared, but payment not confirmed. Credit notes sent to factoring and internal credit notes. |
9 | Customer credit note paid/cleared and payment confirmed. |
D | - |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending label print |
2 | Pending registration |
3 | Pending supplier invoice |
5 | Pending customs documents |
9 | Processed |
Status | Meaning |
0 | Imported |
1 | Pending registration |
2 | Pending purchase or production |
3 | Pending goods reception |
4 | Pending scheduled shipping |
5 | Pending sales order change request |
6 | Delayed |
7 | - |
8 | Pending shipment |
9 | Processed |
D | - |
Status | Meaning |
|---|---|
0 | Creation in progress |
2 | Pending counting |
3 | Counting in progress |
6 | Counting deviates from expected count |
9 | Completed |
Status | Meaning |
0 | Imported |
1 | Pending registration |
2 | - |
3 | - |
4 | Pending forward |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Processed |
D | - |
Status | Meaning |
0 | Automatically created |
1 | Pending registration |
2 | - |
3 | Active quote |
4 | Active agreement |
5 | - |
6 | Near expiration |
7 | - |
8 | - |
9 | Processed |
D | - |
Status | Meaning |
0 | - |
1 | Pending registration |
2 | Pending purchase quote request |
3 | Pending purchase quote |
4 | Pending sales quote |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Processed |
D | - |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Processed |
Status | Meaning |
|---|---|
0 | Under preparation for picking process |
1 | Pending adding to picking queue |
2 | Pending picking |
3 | Pending shipping |
4 | Pending invoice |
9 | Processed |
Status | Meaning |
|---|---|
0 | System generated |
1 | Pending registration |
4 | Active |
9 | Processed |
Status | Meaning |
|---|---|
2 | In queue |
3 | Ready for start |
4 | Changeover setup |
5 | Processing |
7 | Changeover cleanup |
8 | Pending wait time |
9 | Completed |
Status | Meaning |
|---|---|
3 | Pending manager approval |
4 | Approved |
9 | Processed |
D | Discarded |
Status | Meaning |
|---|---|
1 | Open |
2 | Activated |
3 | Planned depreciation |
4 | Depreciation |
8 | Finished |
9 | Closed |
D | Discarded |
Status | Meaning |
|---|---|
2 | In queue |
3 | Ready for start |
4 | Changeover setup |
5 | Processing |
7 | Changeover cleanup |
8 | Pending wait time |
9 | Completed |
Status | Meaning |
|---|---|
1 | Pending registration |
2 | Pending validation |
6 | Pending corrections |
8 | Pending forward to supplier invoice / credit note |
9 | Processed |
Status | Meaning |
|---|---|
1 | Edit |
2 | New art |
3 | New version |
4 | Active |
5 | Active |
6 | On hold |
7 | ECN/EOL |
8 | EOL Product |
9 | Discontinued |
D | Discarded |
The status codes for Life cycle management (LCM), also know as a Product unit (LCM) being produced by a Production work order (PWO), are linked to the status of an ongoing or finished production.
Status | Meaning |
|---|---|
0 | - |
1 | - |
2 | - |
3 | - |
4 | The linked Production work order (PWO) is in Status 5 - In production. |
5 | - |
6 | - |
7 | - |
8 | The linked Production work order (PWO) is in Status 8 - Production completed |
9 | The linked Production work order (PWO) is in Status 9 - Processed, pending forward to goods reception. |
D | - |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Pending registration |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending registration |
2 | Pending purchase or production |
3 | Pending goods reception |
4 | Pending scheduled shipping |
5 | Pending sales order change request |
6 | Delayed |
8 | Ready for shipment |
9 | Processed |
Status | Meaning |
0 | Auto generated by the system |
1 | Manual handling |
2 | Reserved payments Example: Credit card reservations |
3 | Waiting for payment confirmation |
4 | Payment confirmed and registered in the General Ledger. |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Reconciled in accordance to the bank statement (BST) |
D | - |
Status | Meaning |
|---|---|
1 | Edit |
2 | Invited |
4 | Active |
7 | Temporary leave |
8 | Archived |
9 | Deactivated |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending registration |
2 | Pending purchase or production |
3 | Pending goods reception |
4 | Pending scheduled shipping |
5 | Pending sales order change request |
6 | Delayed |
8 | Ready for shipment |
9 | Processed |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Deactivated |
Status | Meaning |
|---|---|
1 | Pending sealing or registration |
2 | Pending registration |
4 | Active |
5 | Paused |
8 | Pending last billing |
9 | Processed |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending registration |
2 | Pending purchase or production |
3 | Pending goods reception |
4 | Pending scheduled shipping |
5 | Pending sales order change request |
6 | Delayed |
8 | Ready for shipment |
9 | Processed |
Status | Meaning |
|---|---|
1 | Pending sealing or registration |
2 | Pending registration |
4 | Active |
5 | Paused |
8 | Pending last billing |
9 | Processed |
Status | Meaning |
|---|---|
0 | System generated |
1 | Pending registration |
4 | Active |
9 | Processed |
Status | Meaning |
0 | - |
1 | Work order registration mode – edit possible |
2 | Pending sub production or purchase action |
3 | Waiting for goods – purchase or sub production created |
4 | Ready for production – all goods available for first operation |
5 | Production running |
6 | On hold |
7 | - |
8 | Production completed – ready to be put to stock |
9 | Production Work Order delivered to stock |
D | Discarded |
Status | Meaning |
0 | - |
1 | New delivery project. You can give the project a name, add sales order |
2 | - |
3 | - |
4 | Active delivery project. You can add or remove sales orders |
5 | - |
6 | - |
7 | - |
8 | The delivery project is still active, but all the salesorders connected is completed and in status 9 |
9 | The delivery project is closed. You have to give the command manually from the main screen |
D | - |
Status | Meaning |
|---|---|
1 | Registration |
2 | Analyzing |
4 | Take action |
8 | Reviewing |
9 | Closed |
Status | Meaning |
|---|---|
1 | Registration |
2 | Under assessment |
4 | Assessed |
9 | Archived |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Deactivated |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Deactivated |
Status | Meaning |
|---|---|
4 | Pending purchase |
6 | Missing supplier |
9 | Purchased |
Status | Meaning |
0 | - |
1 | Report can only be run by RpdPid (+JHC) |
2 | Report can only be run by RpdPid and up to two additional Pids, specified in the ‘TestPIDs’ field (+JHC) |
3 | - |
4 | Report can be run by those who have access through the Admittance ACS |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Report has been discontinued and can only be run by JHC-personell. |
D | - |
Status | Meaning |
|---|---|
1 | Pending registration |
4 | Active |
9 | Deactivated |
Status | Meaning |
|---|---|
2 | In queue |
3 | Ready for start |
4 | Changeover setup |
5 | Processing |
7 | Changeover cleanup |
8 | Pending wait time |
9 | Completed |
Status | Meaning |
0 | - |
1 | - |
2 | Pending registration of goods reception |
3 | - |
4 | Goods in stock |
5 | - |
6 | - |
7 | - |
8 | - |
9 | No goods in stock |
D | - |
Status | Meaning |
0 | Stock Correction document is created, freeqty in stock reduced. |
1 | - |
2 | - |
3 | - |
4 | - |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Stock Correction document registered, warehouse stock adjusted. |
D | - |
Status | Meaning |
0 | - |
1 | Editing |
2 | - |
3 | - |
4 | Supplier credit note received and registered in the General ledger, but not cleared yet. |
5 | - |
6 | Manual handling Enables the transaction to be retained from automatic handling. The open post in the account payables remains open and awaits further handling. |
7 | - |
8 | Supplier credit note paid/cleared, but not confirmed. Example: Credit note sent to bank, awaiting confirmation. |
9 | Supplier credit note paid/cleared and payment confirmed. |
D | - |
Status | Meaning |
0 | - |
1 | Editing |
2 | - |
3 | Pre-registered Supplier invoice while waiting for goods. |
4 | Supplier invoice received and registered in the General ledger, but not paid yet. Open post in the account payables. |
5 | - |
6 | Manual handling Enables the transaction to be retained from automatic handling. The open post in the account payables remains open and awaits further handling. |
7 | - |
8 | Supplier invoice paid/cleared, but not confirmed. Open post in the account payables. |
9 | Supplier invoice paid/cleared and payment confirmed. The open post in the account payables will be closed |
D | - |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending registration |
3 | Pending goods reception |
4 | Pending supplier invoice |
5 | Pending response to request for change |
8 | Pending byproduct from production |
9 | Processed |
Status | Meaning |
|---|---|
1 | Pending registration |
2 | Pending activation |
4 | Active |
7 | Failed |
9 | Processed |
Status | Meaning |
0 | - |
1 | Purchase Quote document created and in edit mode. |
2 | - |
3 | Purchase Quote document registered. No date added in the EXPIRE field on ITM-level, and date in VALIDTO on main level (considering margin from VALIDTOWARNING in SETTINGS) has not been reached. SQU-ITM with expire ="" is to be understood as a quote. |
4 | Value added in the EXPIRE field on ITM-level, but this date (considering margin from EXPWARNING in SETTINGS) has not been reached. SQU-ITM with EXPIRES <>" is to be understood as a contract. |
5 | - |
6 | If a date is set in the EXPIRE, it has been reached (considering EXPWARNING in SETTINGS). If no date is set here, the date in VALIDTO (considering VALIDTOWARNING in SETTINGS) has been reached. |
7 | - |
8 | - |
9 | Purchase Quote document is closed. The document have been transported to a Purchase Order, the expire date has been reached, or it has been manually closed. |
D | - |
Status | Meaning |
0 | - |
1 | Purchase Request for Quote document created and in edit mode. |
2 | - |
3 | Purchase Request for Quote document regsitered, waiting for reply. |
4 | - |
5 | - |
6 | Date in VALIDTO (considering VALIDTOWARNING in SETTINGS) has been reached. |
7 | - |
8 | - |
9 | Purchase Request for Quote document has been forwarded to a Purchase Quote, Purchase Order or manually closed. |
D | Purchase Request for Quote is discarded |
Status | Meaning |
|---|---|
0 | System generated |
1 | Pending adding to picking queue |
2 | Pending picking |
3 | Pending shipping |
4 | Shipped and pending follow-up from supplier |
5 | Pending return merchandise authorization |
8 | Pending repaired goods or replacement |
9 | Processed |
Status | Meaning |
|---|---|
0 | Imported |
1 | Pending label print |
2 | Pending registration |
3 | Pending supplier invoice |
5 | Pending customs documents |
9 | Processed |
Status | Meaning |
|---|---|
2 | Pending registration of goods reception |
4 | Goods in stock |
9 | No goods in stock |
Status | Meaning |
0 | - |
1 | Pending registration |
2 | - |
3 | - |
4 | Active |
5 | - |
6 | - |
7 | - |
8 | - |
9 | Discontinued |
D | - |
Status | Meaning |
|---|---|
2 | Pending registration of goods reception |
4 | Goods in stock |
9 | No goods in stock |
Status | Meaning |
0 | Creation in progress |
1 | - |
2 | Pending counting |
3 | Counting in progress |
4 | - |
5 | - |
6 | Counting deviates from expected quantity |
7 | - |
8 | - |
9 | Completed |
D | - |
Status | Meaning |
|---|---|
0 | System generated |
2 | Pending picking |
3 | Pending shipping |
4 | In transit |
9 | Processed |
Status | Meaning |
|---|---|
2 | Pending registration |
4 | Pending EDI message to carrier |
5 | Pending handover to carrier |
7 | EDI failed |
9 | Handed over to carrier |
Status | Meaning |
|---|---|
0 | Pending stamp |
2 | Pending employee approval |
3 | Pending manager approval |
4 | Approved |
Status | Meaning |
|---|---|
2 | Pending employee approval |
3 | Pending manager approval |
4 | Approved |
9 | Processed |
Status | Meaning |
0 | - |
1 | - |
2 | In queue |
3 | Ready for start |
4 | Changeover Setup |
5 | Processing |
6 | - |
7 | Changeover Cleanup |
8 | - |
9 | Completed |
D | - |
RamBase was created with the flow of documents in mind, and the unique document structure has been the core of RamBase since the beginning. The focus on the document gives a very work-flow and value chain oriented system that separates RamBase from all other ERP systems.
Different people use RamBase in different ways depending on where in the value chain they are located and what their responsibilities are. Most people only need to use a fraction of all the modules and functions RamBase has to offer.
The system as a whole keeps the information organized and easily accessible. In addition to this, the document information is traceable on both time and employee name, which both follow the document.
As RamBase was developed with business correspondence in mind, the document structure is the focus of the whole system. Transactions are not registered in a table as in many other ERP-systems, in RamBase the user creates a document where items are added.
The process can start with a CRQ document, which is the Sales Quote Request, where the customer asks for pricing, availability and any other questions related to a future delivery. The information in this request is then transferred onward. The example above shows the first few steps a CRQ goes through until it either becomes an Sales Order (COA) or a Sales Order Request (CPO).
The main documents can be divided into documents for business transactions (sales and purchase), warehouse transactions and financial transactions.
The structure for the abbreviations follow the same setup throughout the system. The first letter indicates if the document is from the customer or supplier side, and the other two are abbreviations derived from the traditional business document name.
Any menu in RamBase consists of one or more documents, which again consist of one or more document lines. The menu shows the different documents which are related to the application, sorted by several different criteria, such as name, status, date and many other criteria.
The document is comprised of two parts, the header and the document lines. The header shows all the information relevant for the document you have opened, and the more information the user has put in at the creation of the document, the easier it will be for subsequent users to use. The document lines shows all items related to the document. By clicking the highlighted row you will enter a detailed view of the item in question. This view is called *document name*-ITM i.e. COA-ITM.
The items in a document are the specific elements that the document handles. This can be goods ordered from a supplier, or goods bought by a customer.
On items one could easily get the information on the following:
Case
From where the item originally started. For a Sales Order (COA), the case can be a Sales Quote Request (CRQ).
Source
Where the item is transported from. For a COA item where the case is a CRQ, the source can be a Sales Quote (CQU). The scenario is then that a CRQ has led to a CQU. The CQU has then led to a COA.
Destination
Where the item has been transported to. For a COA item the destination can be a Shipping Advice (CSA). The scenario is then that a CRQ has led to a CQU. The CQU has led to a COA and the COA has led to a CSA.
It is possible to add your own fields, called custom fields to some applications in RamBase. This is done in the Custom fields (CUSTOMFIELDS) application.
Once a custom field is created, it will be displayed in the application(s) selected in the CUSTOMFIELDS application.
To open the Custom fields (CUSTOMFIELDS) application, find Admin in the RamBase menu and then click on Custom fields to enter the CUSTOMFIELDS application.
Select which object you want to add a custom field to in the Object field.
Click on the Add custom field button.
Set a name in the Name field and choose a data type in the Data type field.
Click the Create button to create a custom field in Status 0.
Consider adding domain values to the custom field, with the Only allow predefined values checkbox. Select either Existing value list or Custom value list to set up predefined values.
Click on the Setup predefined values button to add values.
Select the Activate field option in the context menu to activate the custom field. The field will now be available in the selected object.
Use the Delete field option in the context menu to completely remove a custom field. It is not possible to delete a custom field if one or more object has specified a value for that field.
It is possible to use the Deactivate field option in the context menu, even if one or more object have a specified value. This will changes the status from Status 4 to Status 9 and removes the field from the application(s). No data is lost when the custom field is deactivated, and it is possible to reactivate the field later with the Activate field option in the context menu.
These fields are used for information only, and it is not possible to build any business logic around them.
These fields can be included in lists by clicking on the cogwheel to the right of the Filter field and selecting the Include custom fields option. Afterwards, the custom fields will be available in the column list, and you can choose which of the custom fields you want to appear in the list.
There are standard document messages In RamBase. These messages can appear in the document or the document item.
There are five categories:
Information
These messages are meant to inform or remind about certain conditions about the document or item. For example, Invoice is blocked for this article.
Stop
These messages inform you that the document or item cannot be processed further due to a condition that blocks further processing. For example, Number of SERIAL NO does not match QTY on item.
Approve
These messages inform you that the document or item must be approved before it can be taken forward and provides an icon to either approve the document/item or send the document/item for approval based on the user roles/permissions.For example, Approval required, Amount NOK 2000.
Warning
These messages warn you about critical issues with the document or item. You must fix the issue before doing further actions on the document or item. For example, Missing origin on material.
Transport stop
These messages stop you from transporting a document or item to the next document until a specific condition is satisfied.For example, Payment can not be transported to CSA until payment is registered.
There is a standard setup that defines the messages to display, you can edit the settings and remove certain messages. Be aware of the consequences of not displaying the messages.
RamBase provides keyboard shortcuts to do tasks such as highlighting and selecting an item by using the keyboard. The following are the most common shortcuts.
Action | Key |
Document registration | |
Create new item | Ctrl + Alt + N |
Shift focus to next field | Tab |
Shift focus to previous field | Shift + Tab |
Create new item | Enter |
Save and close window / Close action menu | Esc |
Save and close field | Ctrl + S |
Browsing | |
Open predefined filters (new UI only). You must have focus in the grid search field, | Ctrl + Arrow down |
Next / previous item in the grid | PgDn/PgUp |
Open action menu | F12 |
Close popup / Move back in history | Esc |
Inspect document by selecting | F10 |
Move between tabs | Ctrl + Left or Right Arrow. You must have focus in the tab section first. |
Move focus in the document lines | Arrow up/down. Click an item to highlight it, and use the up or down arrows to navigate. (Any item must be in focus, the key will not work if the focus is elsewhere). |
Open the tab | Enter. You must have focus on the tab. |
First/Last page | In the grid, select any item and select Home to go to the first page and End to go to the last page. |
Navigate between sections of the workspace | Select Alt and use the arrow keys. |
The HOME key The Home key has different functionaliies, depending on where you are in the work flow. | |
Move the cursor to the first field in an item/popup box Move the cursor to the tool line in header (if already in the first field in an item) | Home |
Move the cursor to the program field in overwriting mode | Ctrl + Home |
Global shortcuts | |
Scroll through the program field history | Ctrl + Arrow up/down. The program field must have focus. |
Open Internal message inbox | F8 |
Open a new internal message (IMS) popup with link to the document you are currently working in | Ctrl + F8 |
Open File Manager | F9 |
Edit field (inline editing) | F2 |
Open field / Edit a drop-down field | F2 or Arrow down |
Most applications have the option of using a set of standard (pre-defined) filters or creating a custom filter.
To do so, locate a Search field and click on the Filter builder icon at the right of the search field.
If standard filters are available, select the intended filter from the popup.
Every application has a different set of filters. Once a standard filter is selected from the popup it will be available under the Search field. If the filter is active it will be marked with color orange. If a filter is inactive it will be marked with the color gray. A filter can be removed, from under the Search field by clicking the X icon placed on the filter.
In the Filter builder popup, the user can also Create custom filters by selecting Field, Operator and Value in the Create custom filters area, and then clicking the Save filter button. Saved filters are application specific and will be available from the My saved filters area. Click the intended saved filter to add it below the Search field.
Filtering is also available from the Search field.
 |  |
Click Search field and then press SPACEBAR. This will list all of the available fields to filter the list on. Either select the intended filter or use the UP and DOWN arrow keyboard keys to navigate to the necessary filter and press the ENTER key to apply the filter. A popup will appear with filter query expressions. The expressions are described in the table below. Once you select the expression another popup will follow where you can decide which operator option to use. There is an And, Or and OrderBy operator option available which enables you to add another field to the filter. When finished building your filter query, press the ENTER key and the filtered result is displayed in the list.
Tip
To save the filter as a custom filter, click on the Filter builder icon, and then the Save filter button. Enter a name for the new custom filter and click the Check mark icon to save the filter.
Be careful if mixing And and Or in the same filter as this can give unexpected results unless the expression is carefully considered. In such cases it is usually necessary to use parentheses to make sure the 'Or'-filter works as expected. For example: Status = "4" Or Status = "9" And Name Contains "ABC" - will give all records with Status = 9 where Name contains "ABC" AND all other records where Status = 4 (Status = "4" Or Status = "9") And Name Contains "DNB" - will give all records with Status = 4 or 9 where Name contains "ABC"
Operator | Meaning | Example |
= | Equal to | PART="ABC" |
<> | Not equal to | PART<>"ABC" |
> | Greater than | PART>100 |
< | Less than | PART<100 |
>= | Greater than or equal to | PART>=100 |
<= | Less than or equal to | PART<=100 |
, | And | PART="ABC",PRICE>100 (applies only to the legacy applications) |
: | Begins with | PART:ABC (applies only to the legacy applications) |
Wild cards can be used in certain filter expressions to substitute for one, or several unspecified characters in the expression.
Wild card | Meaning | Example |
* | Zero, one, or more than one unspecified characters | PART="ABC*" (Will give all PARTs beginning with ABC) |
? | One unspecified character | PART="ABC?" (Will give all PARTs made up of 4 characters beginning with ABC) |
Note that wild cards, especially when placed at the start of the expression (TEXT="*ABC"), may increase the response time in some situations. In these cases you should consider if the same search can be done without using a leading wild card.
Avoid using wild cards in expressions that use ‘>’ (Greater than) ‘<’ (Less than), ‘>=’ (Greater than or equal to) and ‘<=’ (Less than or equal to), as this will behave differently depending on the type of field the filter is set against and the result may not be obvious.
Task | Operators | Examples |
Filter by specific date or specific date interval | ‘=’,’>’,’<’,’>=’,’<=’,’<>’ | DATE="2015.01.01" DATE>="2015.01.01" DATE>="2015.01.01",DATE<="2015.01.31" |
Filter by year | = | DATE="2015*" (All of 2015) |
Filter by month | = | DATE="2015.01*" (All of January 2015) |
Filter by week | = | DATE="*1501" (Week 1 of 2015) |
Filter by period | = | PERIOD="201501" |
Task | Operators | Examples |
Select all that are equal to a given number | ‘=’ | PRICE=100 |
Select all that are greater than a given number | ‘>’ | PRICE>100 |
Select all that are greater or equal to a given number | ‘>=’ | PRICE>=100 |
Select all that are less than a given number | ‘<’ | PRICE<100 |
Select all that are less or equal to a given number | ‘<=’ | PRICE<=100 |
Select all that are not equal to a given number | ‘<>’ | PRICE<>100 |
Select all that have a value | ‘>’ | PRICE>0 |
Upper- and Lower-case are not differentiated when filtering on TEXT-fields.
Spaces will be taken into account, so for instance filtering on TEXT="INKPRINTER" will cause "INK PRINTER" to be left out of the result.
If using ‘>’ (greater than) or ‘<’ (less than) in a filter, this will filter the TEXT based on a character for character basis. Take care if using ‘>’ or ‘<’ against TEXT fields that contain numbers as this may not behave as expected.
For instance, if filtering on TEXT>"1000" this would also include results where TEXT is "12". As TEXT-fields are compared on a character for character basis, the second character here will decide that 2 is greater than 0 and therefore include this in the result.
Task | Operators | Examples |
Select all that are equal to a given value | ‘=’ | TEXT="INKPRINTER" |
Select all that contain a certain value somewhere in the text | ‘=’ | TEXT="*PRINT*" |
Select all that start with a certain value | ‘=’ | TEXT="INK*" |
Select all that have no value | ‘=’ | TEXT="" |
The Quick search field is a free text search field, which allows users to search for various values associated with an item, including notification values. Clicking on the Quick search filter icon displays a series of options with checkboxes, enabling users to select specific categories for their search. Hovering over the Quick search filter icon provides a quick preview of the included search categories.
Note that theThe Quick search field is located in the main area in some applications, and in the details area in other applications.
Necessary basic data for delivery or production (i.e. customer drawings) of an order can be attached to the order either as a note or as a file attachment.
RamBase is built around the concept of documents that flow from one business process to another. For example, a request for a quote is forwarded to a quote, and then to an order and shipping advice. These processes create documents, and you can upload files as attachments to these documents.
Use the File manager (FILEMANAGER) application to manage files and link them to documents in RamBase. Select the 
icon in the upper right corner in RamBase and select Filemanager. You can also click the F9 key from any application to open the File manager application.
There are three important Company settings (CSV) to know about:
Related content for PWO - If this setting is ON, LCMs are listed as related objects for Production work order (PWO), and materials are listed under each LCM. If the setting is OF, materials will be listed directly under the PWO.
Automatically create file collection folder in File Manager - Automatically create new File Collection folder in File Manager for CSA after serial numbers from SSA has been added. Requires complete shipment. To use this setting, the SerialNumber automatically copied from Goods Reception (SSA) setting must be set to ON.
The Objects tab: This is available if you enter the file manager from a document. Highlight a document and click on the 
icon to create a folder:
File collection - Gather all files from production orders, units, materials etc. of all file types and on all levels. Top level being the selected one.
Material certificates - Gather all material certificate files from the current level and all sub levels.
Measure reports - Gathers all measure reports from this level and all sub levels.
Working folder - A working folder is the type of folder that is open. Users can add or remove files at any time. The system does not have any knowledge of the files in it. Use this type of folder to gather files that is not covered by any of the system type folders, or to temporarily store files for later reference.
Use the Related content area to find files related to the selected item easier.
The Library tab: The folders under My library are your personal folders. The folders under Company are the common folders in your company. The folder under Corporate contains company-specific files that are shared between companies in larger businesses.
The Files tab: All the files in the system is visible here. It is also possible to see your uploaded files, drafts and revisions in this tab.
Use the Search field to the right to filter your search.
Use the File manager to upload, archive, read, edit and download files. The colored vertical bars to the right of the document indicates the status of the document. The user that uploads the file has the ability to delete it, the Delete file button will then be available.
To link a file to a document, drag any file to the document from File Explorer in Windows. You can now find the file using File manager. You can also link the files to other folders and RamBase documents using the File manager application.
Select the Upload files button in the file manager to upload files to the file manager application and link them to your documents.
Highlight a document in the Objects tab and click on the
icon and select Working folder to create a working folder in the file tree. You can maintain a static copy of files from various processes and also upload files to your working folders.You can drag files into other folders from the working folder.
To link several files into other folders, select the applicable checkboxes at the left side of file icons. Drag the selected files into the necessary folder.
When you select the checkbox to the left of the file, the Download button appears. Select Download to download the selected files. If you download more than one file, the download is a Zip file.
Click on the Preview popup icon next to the status or click on the 
button to preview the file. When you click on the button you get two more preview options. Click on the magnifier icon to preview actual size of the file or click on the arrow icon to open the file in a new tab.
Only known file types with text content or PDF can be previewed. Files with their own formats, such as office cannot be previewed.
Select Check out to download a file for editing. All versions of the file are available for download.
When you check out a file, it has the status 1. This informs other users that the file is not the official version. When you check out a file, the following options are available:
Delete draft - Use this option to delete the draft version and revert to the original version.
Check in - Use this option to check in the new version, with your edit.
Upload draft - Use this option to upload a new draft of the document.
Check out restriction
Checking out a file to upload a new version, is now limited to the person who uploaded the file or to the ones that have the Permission (PRM), "ElevatedFilePermission".
The tabs in the Preview pane give information about the file you are previewing. It is possible to change the properties of a file, such as name, subject, search terms and version description in these tabs.
The Details tab gives information about the file type and it possible to change it. Add tags in the Search tag field, the tags added in this field can be used in the Search field to find that file. Add a description in the Description field.
In the Versions tab, you can choose a different version of the file and view the date and time it was updated. You can change the filename and the change description. The uploader is displayed here and the file size. Select Download to download the file.
In the Permissions tab, you can specify which Users and Roles that will have access to the file. Select if the user is allowed to change or read the file with the checkboxes. Read gives the user access to preview and download the file. Write gives access to upload a new version of the file. Detach gives access to link and delink the file to other objects. If any users or roles are added, they are the only users who can see this file. It is visible to everybody by default. The creator is always added if any permissions are given.
Elevated file permission
The "ElevatedFilePermission" voids a files individual Permissions (PRM) . Anyone with this elevated permission can read/write/delete links despite the file permission limitations on files.
In the Attached to tab, you can see where the file is visible in the system. It is also possible to unlink the file from the specified document by deselecting the checkbox.
Deleting a files Attached to link is limited to the the Permission (PRM) , "UpdateFile". This is the lowest level of permission a user can have to use FileManager and do updates on files.
The subsections describe the abbreviations used in RamBase.
Module | Submodule | Application | "AppMatch" |
Sales | Customer management | Customers | CUS |
Contacts | CNT | ||
Customer groups | CGR | ||
Backlog overview | CUSBACKLOG grouped by Account | ||
Billing overview | CUSBILL grouped by Account | ||
Payment statistics | CUSPST | ||
Delivery statistics | DPS view; customer | ||
Quoting | Requests | CRQ | |
Supplier quoting | SQM | ||
Quotes | CQU | ||
Forecast | Forecast management | SALESFORCAST | |
Forecasts | FCC | ||
Order handling | Order requests | CPO | |
Orders | COA | ||
Change requests | CRC | ||
Subscriptions | Subscription management | SUB | |
Reports | Customer reports | REP module:sales, submodule:customer management | |
Backlog reports | REP module:sales, submodule:orderhandling | ||
Other reports | REP module:sales, submodule: other |
Module | Submodule | Application | "AppMatch" |
Logistics | Reception | Arriving waybill | WBI |
Receive goods | RPP | ||
Inbound shipments | SSA | ||
Serial number registration | SNO | ||
Picking | Fulfilment planing | PFP | |
Pick items | PICK | ||
Shipping | Ship goods | SHIP | |
Shipping services | SHP | ||
Shipments | SPN | ||
Freight rates | FGT | ||
Shipment tracking | TRACKNO | ||
Trackingnumbers setup | TRACKNOSETUP | ||
Departing waybill | WBO | ||
Customs | Export documents | EXP | |
Exports management | EXPORT | ||
Taric codes | TAR | ||
Goods transfer | Goods transfers pending picking | STW filter:st=2 | |
Goods transfer reception | RPP with legacyFilter('TYPE:TRANSFER') | ||
Deviations | (Stocktaking) | STT | |
Initiated stock corrections | Stock corrections pending registration | ||
Stock quantity adjustments | PAT filter:doctype=stockqtyadj | ||
Stock price adjustments | PAT filter:doctype=stockvaladj | ||
Supplier returns | SRT | ||
Reports | Goods reception reports | REP module:logistics, submodule:reception | |
Shipped goods reports | REP module:logistics, submodule:shipping | ||
Deviation handling reports | REP module:logistics, submodule:deviationhandling |
Module | Submodule | Application | "AppMatch" |
Procurement | Supplier management | Suppliers | SUP |
Contacts | CNT | ||
Backlog overview | SUPBACKLOG grouped by account | ||
Billing overview | SUPBILL grouped by account | ||
Payment statistics | SUPPST | ||
Delivery statistics | DPS view; supplier | ||
Quoting | Requests | SRQ | |
Quotes | SQU | ||
Quote management | SQM | ||
Purchasing | Purchase orders | SPO | |
Purchase management | PUR | ||
Manufacturers | MFR | ||
Order handling | Confirmed orders | SOA | |
Change requests | SRC | ||
Backlog management | SBM | ||
Claiming | Price protection | PPR | |
Ship and debit | SDM | ||
Supplier claims | SCC | ||
Reports | Supplier reports | REP module:procurement, submodule:supplier management | |
Quote reports | REP module:procurement, submodule:quoting | ||
Purchase reports | REP module:procurement, submodule:purchasing | ||
Backlog reports | REP module:procurement, submodule:orderhandling | ||
Supplier claim reports | REP module:procurement, submodule:claims | ||
Other reports | REP module:procurement, submodule:reports |
Module | Submodule | Application | "AppMatch" |
Production | Resources | Resources | RES |
Resource backlog | PBRES | ||
Resource worklog | RWL | ||
Operations | Operations | OPR | |
Structures management | Structures | ART filter:class=K* | |
Structures management | KIT | ||
Planning | Production planner | PRODPLAN | |
Orders backlog | PBCOA | ||
Resource backlog | PBRES | ||
Resources | RES | ||
Production | Production orders | PWOMENU | |
Resources | RESCONFIG | ||
External work reception | GINWORK | ||
Life cycle management | Products | LCM | |
Cost and time | Production work balances | PWBAL | |
Documentation | Measures | MEASUREMENU | |
Measure templates | MST | ||
Reports | Cost and time reports | REP module:production, submodule:costandtime | |
Product reports | REP module:production, submodule:lifecyclemanagement | ||
Other reports | REP module:production, submodule:reports |
Module | Submodule | Application | "AppMatch" |
Auction | Customer and supplier management | Customer classification | CUS |
Set commision and fee | SUP | ||
Preparing auctions | Configuration and creation | EVT | |
Scheduling | LOT#2 | ||
Sorting | LOTSORT | ||
Receiving lots | Reception | LOT#1 | |
Description and estimation | LOT | ||
Conduct auctions | Activation | EVT | |
Bidding | BIDNOTE | ||
Podium | PODIUM | ||
Ending auctions | Aftersale and ending | EVT | |
Settlement | Settlement | AUCBAL | |
Reports | Settlement reports | REP module: Auction, submodule: settlement | |
REP module: Auction, submodule: reports |
Module | Submodule | Application | "AppMatch" |
Service | Order handling | Service orders | CSO |
Serviceorder from product | LCM | ||
Serviceorder from rentalpart | COA doctype:RENTAL | ||
Serviceorder management | CSM | ||
Planning | Servicejobs | ART filter:class=KM | |
Resources | RESCONFIG | ||
Operations | OPR | ||
Servicetypes | SVT | ||
Service planner | PRODPLAN | ||
Performing services | Serviceorders | PRODPLAN#PROD filter: doctype:SERVICE | |
Resources | RESCONFIG | ||
Recurring services | Recurring services overview | LCM | |
Documentation | Measures | MEASUREMENU | |
Measure templates | MST | ||
Reports | Service orders | REP module: service, submodule: reports |
Module | Submodule | Application | "AppMatch" |
Rental | Article handling | Rental parts | ART, filter: CLASS:R |
Price management | PRM | ||
Quotes | Rental quotes | CQU, filter: DOCTYPE:RENTAL | |
Order handling | Rental orders | COQ., filter: DOCTYPE:RENTAL | |
Plan administration | Rental overview | RENTAL | |
Rental order plans | COP | ||
Invoicing | Rental invoice management | CIM#Rental | |
Invoice calendars | ICM | ||
Return reception | Return of equipment | GIN#Rental | |
Reports | Rental parts | REP module: Rental, submodule: articlehandling | |
Rental orders | REP module: Rental, submodule: orderhandling | ||
Rental plans | REP module: Rental, submodule: planadmin |
Module | Submodule | Application | "AppMatch" |
Finance | Base registers | Chart of accounts | ACC |
Account groups | ACG | ||
Default accounts | ACD | ||
Account dimensions | DIM | ||
Departments | DEP | ||
Projects | PRJ | ||
Assets | AST | ||
Vat codes | VAT | ||
Credit insurance groups | CIC | ||
General ledger | Finance overview | FINANCE | |
General ledger | ATR | ||
General ledger details | ATRLIST | ||
Transaction posting details | CASLIST | ||
Period adjustment balances | PADBAL | ||
Period closure | PAR | ||
Finance system reconciliation | FIR | ||
Cash management reconciliation | RECBANK | ||
Internal company reconciliation | RECICT | ||
VAT reconciliation | VATREC | ||
Inventory reconciliation | INVREC | ||
Product account reconciliation | RECPROD | ||
Receivables | Receivables overview | RECEIVABLES | |
Sales invoice management | CIM | ||
Sales invoices | CIN | ||
Contract invoicing | CCM | ||
Advance invoice plan, orders | COA, filter: DOCTYPE="CIP*" | ||
Advance invoice plan, overview | CIP | ||
Customer balances | CUSBAL | ||
Customer balance details | CUSBAL1 | ||
Customer billing | CUSBILL | ||
Customer backlog | CUSBACKLOG | ||
Balances for factoring | PAM#SENTTOFACT | ||
Customer payment statistics | CUSPST | ||
Reminders | RMR | ||
Interest invoices | INT | ||
Sales credit notes | CCN | ||
Returns for crediting | CDV, filter: ST:4 | ||
Payables | Payables overview | PAYABLES | |
Supplier invoice management | SIM | ||
Supplier invoices | SIN | ||
Supplier balances | SUPBAL | ||
Supplier balance details | SUPBAL1 | ||
Supplier billing | SUPBILL | ||
Supplier backlog | SUPBACKLOG | ||
Supplier payment statistics | SUPPST | ||
Supplier credit management | SCM | ||
Supplier credit notes | SCN | ||
Vendor receivables | Price protection claims | PPR | |
Ship and debit management | SDM | ||
Supplier credit management | SCM | ||
Cash management | Bank accounts | BANK | |
Incoming payments | PAM#RECEIVABLES | ||
Remittance | PAM#PAYABLES | ||
Unconfirmed transactions | CONFPAY | ||
Payment transactions log | PAYLOG | ||
Bank transactions | PAY | ||
Bank transaction details | PITM | ||
Credit card transactions | CCT | ||
Captured payments | CAPTPAY | ||
Automated bank reconciliation | BST | ||
Manual bank reconciliation | RECPAY | ||
Due amounts | TOTDUE | ||
Customer due amounts | CUSDUE | ||
Supplier due amounts | SUPDUE | ||
Inventory | Inventory balances | INVBAL | |
Inventory balances details | SVR | ||
Product account balances | PROBAL | ||
Stock adjustments | PAT, filter:DOCTYPE="*ADJ*" | ||
Work in progress balances | PWBAL | ||
Assets management | Fixed assets overview | FIXEDASSETS | |
Fixed assets register | FAR | ||
Depreciation rules | DPR | ||
Depreciation rule templates | DPT | ||
Investments accounts | ACC, filter: ACCNO:9 | ||
Budgeting | Budget accounts | BAC | |
Intercompany trade | ICT relations | ICR | |
ICT invoicing | ICT | ||
ICT cash mangement | ICTPAY | ||
Reporting | Finance report menu | FRP | |
Receivables | REP module: Finance, submodule: receivables | ||
Payables | REP module: Finance, submodule: payables | ||
General ledger | REP module: Finance, submodule: generalledger | ||
Cash management | REP module: Finance, submodule: cashmanagment | ||
Assets management | REP module: Finance, submodule: assetsmanagement | ||
Inventory | REP module: Finance, submodule: inventory | ||
Others | REP module: Finance, submodule: reports |
Module | Submodule | Application | "AppMatch" |
Product | Part mangement | Parts | ART filter: class<>"K*" |
Structures management | Structures | ART filter:class="K*" | |
Structures management | KIT | ||
Manufactures | Manufactures | MFR | |
Categorization | Categorization on part | ART, select folder: Miscellaneous | |
Product grouping (requires setup) | WGR | ||
Price management | Sales prices | ART, select folder: Main data | |
Purchase prices | ART, select folder: Purchase | ||
Special prices | CQU | ||
Reports | Part management | REP module: Product, submodule: partmanagement | |
Others | REP module: Product, submodule: reports |
Module | Submodule | Application | "AppMatch" |
Collaboration | Contacts management | Contacts | CNT |
File storage | Filemanager | FILEMANAGERAPI | |
Files | FIL | ||
Notes and messages | Notes | NOT | |
Letters | LET | ||
Messages | IMS |
Module | Submodule | Application | "AppMatch" |
Human resources | Personell | Personell | PER |
Work Hours registration | Work hours | WHL |
Module | Submodule | Application | "AppMatch" |
QHSES | CAPA | Quality events | QAR (old) |
Quality issues | Quality issues | QIS (new) | |
Returns and complaints | Delivery deviations, single | CDV | |
Delivery deviations, bulk | CDM | ||
Statistics | Delivery statistics | DPS | |
Customer payment statistics | CUSPST | ||
Supplier payment statistics | SUPPST | ||
Reports | Statistics | REP module: Qualitymanagement, submodule: statistics | |
Quality issues | REP module: Qualitymanagement, submodule: QualityIssues | ||
Others | REP module: Qualitymanagement, submodule: reports |
To easily get an overview of the RamBase reports, use the Report (RPM) application. The Report application simplifies the access to the selection of reports within the system.
Only the reports relevant for your company will be displayed.
Type RPM in the program field and press ENTER.
The reports are sorted by modules. The Personal Menu lists the reports that you have added to your personal report menu.
Click on the preferred module name and you will get an overview of the reports sorted by sub modules. The numbers to the right show the quantity of reports linked to the specific modules/sub modules. You may click on the numbers to display all the reports connected to this module.
RamBase renews the reporting concept that will make it possible to translate reports. It will also make it easier to filter data and decide which columns you want in the report view.
The new concept uses a new report viewer, and more reports are gradually converted to use the new report viewer. The Reports (REP) will have the same report numbers.
When reports are converted it may affect some of your bookmarks and scheduled reports. Please contact support if you have trouble filtering out the necessary data and save as new bookmarks.
Use the Search field to filter the Report (REP).
It is possible to choose between three different ways to display the sum that is at the bottom of the reports, it can be selected in the Report sum field:
Running total – Total so far in the report.
Page total – Sum for the page you are on in the report.
Report total – The sum of the entire report. Not all reports can support this, so it will not be available in all reports.
The area to the right of the Report sum field will show available parameters for the selected Report (REP). To apply changes from the available parameters, input the intended information in the fields and drop-down menus in the header and click on the Apply changes button in the header.
Note
The changes to the parameters will not be in effect before clicking the Apply changes button.
Click the cogwheel icon to the right of the Search field and select Columns. Here you can choose which columns you want in the report.
If the Report (REP) has the possibility of predefined filters, it will be available by clicking the Filter builder icon next to the cogwheel in the header.
Click on the Related reports… option in the context menu to see other reports with link to the selected Reports (REP).
This chapter covers the use and creation of financial reports in RamBase. To control reporting is a key competence in effective financial management. Finance reports are drawn from the postings in the general ledger (ATR items). Therefore, the key registers used in finance reports are the Chart of Accounts (ACC) and the Account Groups register (ACG). Since a good finance report often is made by grouping and matching ledger postings, the ACG is considered as the main reporting register. Satisfactory financial reporting often starts with construction of one or several ACGs.
Pointers to the ACG, grouping and calculations are done in the FRP applications. Report formats are added from the RPD application and the result is financial reports.
Type FRP in the program field and press ENTER to enter the FRP application.
To run a report, highlight the report and press ENTER. The report will run with default parameters. If the company is one of several in a corporation, the financial reports can be executed for every company within the corporation.
To influence the report view, it is possible to set the report parameters prior to running the report. Click the Parameter icon in the Param. column to set report parameters.
It is possible to filter the report to a certain Period and to view it in a certain Currency. It is also possible to limit the report to a certain Department (DEP), Project (PRJ) or Asset (AST).
The Additional Filter gives an opportunity to filter the report to custom values. Since finance reports summarize general ledger (ATR) postings, filters set to the fields in the ATR application is applicable in the filter field. Remember to set the field followed by the value in the Additional Filter field (<fieldname>:<value>).
The Report View ( Rows ) field determines the level of details in the report. Possible values for the fields are:
Report default
Shown As Defined
Grand Totals
Detailed - By Active Accounts
Detailed - By All Accounts
Detailed - By Departments
Detailed - By Projects
Detailed - By Assets
Detailed - By IctDb
The Report Format ( Columns ) field gives the opportunity to view the report with different format definitions than the one set as default.
To create a new report, the users must have access to the editor icon in the FRP application main window. To enter the editor and see the definitions of a report, one must click on the editor icon.
When entering the Finance Report Editor, the report status will usually be 4. To edit the report, press F12 to open the action menu and choose Make Edit Version (St=1) option. Notice that a report in status 4 usually is operative and should not be an object of editing. The recommended way of editing a report is:
Enter the editor in the report you want to edit.
Press F12 to open the action menu and choose the Copy to new Report Definition option.
The new report can then be edited while the original report is still operative. If you want to use the new report instead, the original report can be discontinued when the new report is done.
The new report will be made in status 1, which means that it is editable right away. The first thing one should do is to alter the Name and Description fields of the report. These fields are necessary to identify the report in the FRP application main window. To make a completely new report, click the trash can icons in the Report lines section to clean the report. If it is a question about minor alterations, the report lines should probably stay as they are.
Also notice the use of the DB list, DB main and DB source fields:
DB list - The field lists the companies for which the report is available. That is, the report will show up in FRP for all companies listed in the field.
DB main - The field indicates the "mother" database of the report. The report uses the default settings from this database when running the report. If for instance a report is drawn from companies with different default currencies, the company entered in the DB main field determines what currency which would be used in the report.
DB source - The field lists the companies where the report should draw its data from. The report summarizes data from all companies in the DB source field.
The View field in the Report Header area determines the level of details in the report. Possible values for the fields are:
Report default
Grand Totals - Balances are summarized. Report is only showing lines labeled as SUM.
Detailed - By Active Accounts - All underlying accounts in the account groups, which have had postings made to them during the period for which the report is running, are shown in the report, displaying the balance for each account.
Detailed - By All Accounts - All underlying accounts in the account groups are shown in the report, displaying the balance for each account.
Detailed - By Departments - Balances in the report are grouped by departments.
Detailed - By Projects - Balances in the report are grouped by projects.
Detailed - By Assets - Balances in the report are grouped by assets.
Detailed - By IctDb - Balances in the report are grouped by intercompany databases.
The report lines area is explained column by column, starting from the left.
The trash can icon deletes the report line.
The insert icon inserts a report line above the current line. The new line inherits the group/line definition from the current line.
The Group/Line definition have several purposes.
It determines the order of the data to be viewed. Group 10 is placed above group 20, and line 10 is placed above line 20.
It can be used to arrange the data in logical groups, which makes the editor view more readable for any users trying to edit the report later.
The group definition is also used by the SUM function. All lines in a single group can be summarized by the SUM function.
The Label definition is particularly useful when some of the report lines are used as variables. The line 10/10 labeled Sales, can be referred to as the variable Sales shown in the example above.
The Text column contains no amounts or calculations, only information. This is displayed as line text in the report.
The Function definition is the key component in report building. Possible values in this column is:
ACC/xxxx - A reference to a certain ledger account. If the report line is not hidden, the amount posted of the ledger account is shown in the report.
ACG/xxxx - A reference to a certain account group. If the report line is not hidden, the amount posted to the ledger accounts in the account group is shown in the report.
TEXT - The report line contains no amounts or calculations. Only the text in the Text column is shown in the report.
SUM - A function that summarizes the report lines with the same group definition. SUM,10 summarizes the report lines in group 10. SUM,10,20 summarizes the report lines in group 10 and 20. SUM,10,-30 summarizes the report lines in the groups 10 to 30.
CALC - A function that make calculations from variables defined (labeled) in the report. In the example above, the report line 10/30 sums sales, purchases and views the gross margin as an amount. The CALC function can be used to view the gross margin in percent as well.
The sales amount is held in the report line 10/10. The line is labeled Sales. In accountancy, sales are presented as negative numbers.
The purchase amount is held in the report line 10/20. The line is labeled Purchases. In accountancy, purchases are cost and presented as positive numbers.
The labels of the ACC, ACG and SUM lines can be used as variables in a calculation. However, the label of a calculated line can not be used as a variable in another calculation.
The information icon gives the user the possibility to inspect the ACC or ACG set up in the function field.
The paper-with-a-magnifying-glass icon is where an ACC may be chosen to the function field.
The magnifying glass icon is where an ACG may be chosen to the function field.
Possible values for the fields are:
Report default
Shown As Defined - If view in the header is set to by all/active accounts and item view for one report line is set to show as Defined, the account group will not be expanded.
Grand Totals - Balances are summarized. Report is only showing line labeled as SUM.
Detailed - By Active Accounts - All underlying accounts in the account group, which have had postings made to it during the period for with the report is running, are shown in the report, displaying the balance for each account.
Detailed - By All Accounts - All underlying accounts in the account group are shown in the report, displaying the balance for each account.
Detailed - By Departments - Balances in the report line are grouped by departments.
Detailed - By Projects - Balances in the report line are grouped by project.
Detailed - By Assets - Balances in the report line are grouped by assets.
Detailed - By IctDb - Balances in the report line are grouped by intercompany databases.
The Budget column is used to overrule from where the budget numbers will be collected. Different accounts in one account group may be linked to different budget accounts (BAC). As a default, these BACs will be summarized and presented in the report. If one wants just one specific BAC to be presented in the report, this BAC should be added in the Budget column.
The magnifying glass icon next to the Budget field is where an BAC may be chosen to the budget field.
The Filter column is used to filter the data shown in a single report line. Filters that are applicable in the ATR application can be used as a filter in FRP.
The Description column is used for internal messages only. There is no functionality to this column.
The Hide box is used to define the report line as a variable or not. If the Hide box is checked, the line will not show up in the report, but the label can still be used as a variable in a function (SUM or CALC). Notice that a line-label can be used as a variable even if hidden is not selected, but when it is selected the only function of the line is to be a variable.
To ease the building of reports, and to minimize the length of CALC formulas, it is important to stress the proper use of summarizing in FRP. Ledger postings can be summarized by putting them in an Account Group (ACG). Using ACG references instead of ACC references is preferred to sum accounts at the ledger level. The ACGs can then be summarized in the FRP editor by well-considered use of group/line definitions and the SUM function. It is not possible to use the CALC function to summarize, if a calculated line is applicable in another calculation.
When building a report, there is often a need to run the report during building. Running a report in edit mode is done the same way as running an active report in status 4. Leave the FRP editor, Click the Edit radio button and select the report in status 1 from the FRP main window and press ENTER. Click the editor icon to enter the FRP editor again. If you want someone else to test the report, it must be forwarded to status 2 (test mode). Enter a text in the Verdescr field, then press F12 to open the action menu and choose the Make Test Version (ST=2) option to put the report in status 2. Reports in status 2 can be found by clicking the Test radio button.
In reports created by the F12 option Create local finance report from template or other FRP reports you made yourself, make sure each line in the report has an underlaying Account Group (ACG). If the lines do not have an underlaying ACG, information about this will show on each line as Account group missing when running the report. Missing account groups can be created by F12 option Create Account Groups from Report Definition in the report definition. Pressing ENTER on a line in the report will take you to the ACG where you may connect one or several GL accounts to one ACG.
When the report lines are built, click the yellow arrow icon in the Format field in the editor heading to bring up the Report Format window.
Chose the desired default report format from the list and close the window. As previously described, this can be overridden when running the report. The report is done.
In some reports it is possible to select different sub reports to change what is displayed in the report. Choose between different sub reports in the SubReport field in the report.
When a new database is created, it will get some standard financial reports. These are presented in the FRP archive. It is also possible to import other financial reports from a template report. This is done by the F12 option Create local finance report from template. You will see an overview of available reports. Import by highlighting the desired one and press ENTER. Depending on the company’s COUNTRY, different reports will be shown in the overview.
The report definition system (RPD) allows users to create reports from a single data source, by selecting a source and then picking fields from that source.
Reports may be organized into a system of modules and areas. The F12 option Modules will give a popup allowing Module, Area and Text for the report to be updated. Module and Area are used to classify the report according to what type of report is being made. Extra lines can be created if the report spans several Module/Areas. At least one Module is mandatory before a report can be moved to ST:4.
A report definition is split into a main report and one or more sub reports. Sub reports contain the same fields and formatting as the main report, but may be run against different databases, or against the same database but with different filters, headers and footers. All reports have at least one sub report, but additional sub reports can be created by clicking the "Create New Sub report" icon below the sub reports tab.
Type REP in the program field and press ENTER to open the Report Menu.
Navigate to the Maintain Reports-folder.
Click the Create RPD icon located on the bottom left of the menu page.
Fill in the page, including the two folders Sub-reports and Fields.
As soon as a name is entered in the Name field, the report gets a report number and ST=1.PID, like "RPD/100820.1.6719". There can never be more than one report in status 1 per PID at any one time.
Name
Enter a name for the report. As you leave the Name field, the report is assigned a unique report number and set to ST=1. Notice that the PID is also added as a suffix to the status.
Description
Enter a description for the report.
Source
Lists the RamBase archives that are used as sources for the report.
Filter
Standard filter. May be blank.
ArchList
A mandatory list of all archives that the report may use. For instance, if the source is DOC, Arch list may contain Sales Credit Notes (CCN), Sales Invoices (CIN), Sales Orders (COA), Shipping Advices (CSA), etc . Upon selection of a source with a single arch only, the arch will be added to the ArchList automatically.
RunPrio
This field has a dropdown menu where the priority is set. The different priorities state when the reports will be exported. If the export is executed outside the timeframe of the set RunPrio, the report export will queue until the time has been reached. RunPrio is used to reduce the work load on the system during work hours. To change the details regarding RunPrio, you will have to contact JHC.
RunPrio 1: active 24 hours
RunPrio 2: active from 14:00 to 10:59 (inactive 11:00 - 14:00)
RunPrio 3: active from 16:00 til 07:59 (inactive 08:00-16:00)
RunPrio 4: active from 20:00 til 05:59 (inactive 06:00-20:00)
The Default value for reports are Prio:3.
RpdAdmit
Controls who can modify the report definition. Private=RpdPID only, JHC=RpdPID+JHC, or Public=Everyone in the same commondbg as the RpdPID.
RepType
A description of report quality: Private=User defined, Standard=Controlled and approved by JHC, and Special=Special.
All reports have at least one sub report.
Open the report from the Report menu (REP) using the magnifying glass icon to the left.
If the report status is different from ST=1, press F12 to open the Action menu and choose the option Make edit version (ST=1).
Click the Create new Sub-Report icon below the Sub-Reports folder.
Optionally enter a filter for the sub report.
Optionally enter a sub report header.
Optionally enter a sub report footer.
Optionally add inspect information. To do this, you must first select the fields to be displayed in the report.
Click Ctrl + s to store the definition.
Sub-filter
Extra filter for sub reports.
Header
Header to be displayed on prints per sub report.
Footer
Footer to be displayed on prints per sub-report.
DbList
A list of databases from where to access data.
Separator
Select a default separator, a comma or a semicolon to be visible on file output.
RunPrio
Run priority for reports. Customers can not influence the run priority so the setting is only informative for customers.
InspectField
Select which field to be used as the inspect field when ENTER is pressed on a report.
Updating the admittance for the report is performed in the Admittance to View Report folder using the Report Definition (RPD) function. Choosing a role is mandatory for the RPD to be set to ST:4.
The report must be set to Public, or your PID must be set as RpdPID, to update.
Click on the folder called Admittance to View Report. Here you can see all the roles admitted to view this specific report.
Click the Update Admittance button in the lower left corner. This will open a popup called Select Roles.
Use the menu to find the desired role, or write parts of the role name in the Search field and click the yellow arrow.
The role will then be added to the role admissions.
To allow RPDs to be updated a version control system has been put in place. This system will ensure that there is only one running version (ST:4) of a report at any time and that edit/test versions of a report will not interfere with the current main version.
The version control also ensures that previous versions of the report are stored as ST:9 versions if they are replaced with a new ST:4.
An RPD in ST:1 will have a NO that is built up of the report NO, the Status and the creators PID – for instance: 100000.1.100 (where 100000 is the report number, 1 is the status and 100 is the creators PID).
An RPD in ST:4 will have a NO that is only the Report No – for instance – 100000
An RPD in ST:9 will have a NO that is built up of the report No, the Status and the version number – for instance: 100000.9.100 (where 100000 is the report number, 9 is the status and 100 is the version number. Version numbers will start at 100 (the first ST:4 RPD that existed for this NO) and be increased by 1 every time a new main version is created.
Every user can have their own edit-version (ST:1) of a report – however, just one for each PID.
There can only be one main version (ST:4) of any RPD.
Before making a new main version, the following checks are done if there is already an existing main version:
Check if the report has been scheduled for extraction to file/ftp – if so, the user will be warned about this, but will still be able to overwrite the current ST:4 with the new version they decide to.
Check if the report is currently being extracted to file/print – if so, the user will be informed of this and asked to wait until the current extract has finished before making a new ST:4 version.
Fields are selected from the main data source.
Verify that the report definition is in status 1. Otherwise, press F12 to open the action menu and choose the option Make Edit Version (ST=1).
Open the Fields folder by clicking the Fields tab.
Click the Add fields icon below the Fields folder.
In the popup list, tick the fields you want to include from the Select Fields folder and the Select Custom Fields folder.
Press the Return-button to add the selection to the Fields folder.
For each field, you may set the sort priority, data type, or function to process the data content of the field (column).
SortPrio
Up to three columns can be set up with sorting keys with a priority from one to three to sort the report. Note that this will only determine the sorting of the report on its initial viewing. The report can be sorted differently by clicking on the column heading while viewing it. In that case, only the selected column will determine the sort order.
Type
Type is used to set the Value type. The value set here will determine the options one has for formatting the field. Most fields will have a default format pre-selected, but this can be overridden. To set default formatting for various fields, one can choose the ‘(default format)’ option which will automatically set certain options, like number of decimals and right-alignment for NUMBER-fields, or the standard date-format for DATE-fields. These formatting options can be changed or added to by selecting the ‘Edit format’ looking glass icon for each column.
SumColumn
Set to ‘yes’ if the column should be accumulated. Only available for columns with Type:Number. Please note that for reports viewed on screen, the accumulated numbers shown will be for the current and previous page(s) and not the full report.
Link fields make it possible to access values from sources that are related to the main source. For instance, from the DOC source, it will be possible to link to the corresponding supplier or customer by going via the Account field.
Click the Add LINK field icon below the Fields folder.
Click the Edit Format Link icon, (magnifying glass to the right of the field).
This opens a popup window.
Select the link field from the ID Field dropdown.
Select the field from the linked source to be displayed in the report.
Link Fields allow a user to get values from another Source in the report, by filling out the relevant fields:
ID Field
The dropdown contains the fields that can be used to link to other archives.For example, for a report from the DOC source, it will be possible to link to the CUS / SUP of the document by going via the ‘Account’ field which uniquely identifies the CUS / SUP. Choosing a field here will suggest an archive to link to in the Arch-field. If there are more than one possible archive to link to, they will all be listed in the dropdown. The ‘Key Field’ for the selected archive will also be displayed.
Output Field
A dropdown allows the user to select a field from the linked archive to be displayed in the report.
Inspect functionality can be added to individual columns by setting this up in the Formatting fields popup by using the relevant fields in the General section.
To open the Formatting fields popup, click the Edit format icon.
Hyper link
Checking this box will make the column an inspect column.
Inspect Prefix
If the value in the column does not contain a full ID that can be inspected, a prefix can be added in this field to make the ID complete. For instance, if the user would like an inspect on an IT column from Source: Art this would not be a legal inspect ID as it would only contain a key like ‘#100000’. To make this an inspect column, one would have to add ‘ART/’ to the Inspect Prefix column, which would make the Inspect value ‘ART/#100000’.
Inspect Column
This field makes it possible to add another column in the report as the Inspect column for the current column. The dropdown-menu will give a selection of the other columns selected in the RPD. The column that is being selected here should not be set up as an inspect column (with or without prefix) (unless this column should also be an inspect column). If a prefix is needed in the linked inspect column, this should be set in the column that should be inspectable.
Hide
This checkbox will let the user hide the column so it will not appear in the report. The main use for this is to create an inspect that can be linked to another column, but that does not itself appear on the report.
You may change the layout of the report by rearranging the order of the fields. The fields will be displayed from left to right, starting with the field at the top of the list. To adjust the sequence, use the “Drag and drop” icons on the right hand side of the folder and move the fields to their new position in the list.
Reports may be assigned to report modules to simplify report searches. To make an assignment, press F12 to open the action menu and choose the Update Report Module(s) option.
Select one or more modules for the Module column. For each module, check the Submodule column to see if the module is divided into areas.
To execute the report, either click on the item line in the Report (REP) archive or click the Execute button located to the right in the Report Definition (RPD) window. This will give you the report on screen.
To make changes to the report, return to the report definition and select F12 to open the action menu and choose Make Edit Version (ST=1).
To export this report to another format, such as a comma separated file (.CSV), flat file (.txt) or HTML, click Report by e-mail/print/ftp in the top right corner of the report. A popup appears, where you specify how to send the file (e-mail, FTP or print), type of file desired, a filter and the e-mail address where you want the file sent.
Click Send report when finished.
When the report is working satisfactorily, you must register the report definition. Press F12 to open the action menu and choose the Make Main version (ST=4) option. The report status is changed to ST=4 and ready to be used.
Reports that should be run at regular intervals can be set up as scheduled reports in RamBase. This is done via the Report Queue (RPQ) application. An RPQ-document holds all the information about one scheduled report run, such as information about the report, the report format, any selected filters, when the report should be run and where and how it should be sent once finished.
Enter the Report Menu (REP) using the RamBase navigation menu to the left (from any module) or by typing REP into the program field.
Highlight the report you wish to schedule and press ENTER.
Click the button Schedule report in the upper right corner.
This opens a popup where you can choose the output in the Schedule for field. This option cannot be easily reversed once chosen. The choices are:
Email: The report will be sent on email.
FTP: The report will be uploaded to an FTP server.
Database: The report will be uploaded to a database.
Azure blob storage: The report will be sent to an URL.
The filter field is inherited from the filter you have used to run the chosen report. This filter may be edited or added to. Click the schedule report button when finished.
You will then enter the Report Queue Document (RPQ) where you need to add additional information.
You can get a preview of the report by clicking the View Report icon. This is useful to see if the filter you have used is correct.
The Schedule Setup box contains all the fields you will need to fill in to successfully schedule the report.
The Interval field controls which intervals the report will be scheduled to. You can choose Every Day (Monday to Sunday), Every Workday (Monday to Friday), individual weekdays, First or Last of Month and also an hourly report. It is also possible to schedule a report for a one time run sometime in the future via the Run just once-option. The SDate field will fill automatically with the first possible date.
The OutPrio-field determines when the report is allowed to run. By default this will be set to the Prio of the Report Definition (RPD).
The SDate (start date) field is determined automatically using the information entered in the interval field. This will be the next date according to the chosen interval.
The STime (start time) field can be set to the exact time you want the output.
The Format field controls the different output format you have available. You can choose between CSV-file, a flat file or an HTML file.
The TimeBy field is used to select which fields the report should set the Timing against. So for a report that should extract, for instance, documents based on their Date, one would select Date – if the report should instead be based on Confirmed Date (CONF), Requested Date (REQ) Registered Date (REGDATE) or Period (PERIOD), these should be selected accordingly.The selections in this field are.
Date
Confirmed Date
Requested Date
Registered Date
Period
The Dynamic Timing Filter can create a filter depending on the date field which extract data from a given time-interval, for instance, last week or month. The result will be visible immediately based on the information entered in the Sdate field. There are 5 different timing-intervals that can be used in the Timing field.
D – Day
W – Week
M – Month
Y – Year
P – Period
The one letter timing variables (D,W,M,Y,P) means the current interval for each one. These can then be modified by using ‘+’ or ‘-‘ to add or subtract to the interval. The Timing can be given either as a single value or as ‘to’ and ‘from’-values by separating this with a comma. For example, just choosing ‘W-1’ will give last week, with a date-interval from Monday to Sunday. Choosing ‘W-1,W’ will use the first value as the starting point (in this case the Monday of last week) and the second value as the end point (in this case the Sunday of the current week).
It is also possible to mix different Timing-variables, to for example do something like: ‘W-2,D-1’ which will give the Monday 2 weeks ago as the starting point and yesterday as the end point. The Period-interval (P) is an exception to this as this cannot be mixed with other Timing-intervals. An attempt to do so will give an error message.
The Sendby box contains information regarding the output, based on your choice between either Email, FTP, Database or Storage in the Schedule popup.
Email
Click the View/Edit receiver list to choose which receivers will receive the output.
This opens a popup where you can add receivers using the add receiver button.
Choose the Source archive in the Source dropdown menu (CNT or PER). Highlight the desired receiver(s) and click ENTER.
This will add the receiver to the receiver list in the receiver setup list. Here you also may delete or edit details represented by a magnifying glass icon.
This details allow you to edit the email name, report filename (the default is the RPD identification number. Also refer to the Dynamic filenames below), the senders address (the default is reports@rambase.net) in addition to the email subject and any messages you want to add to the email body.
FTP
Click the Add FTP receiver button. This opens a popup where you will need to enter the HostName, UserName and Password for your FTP server.
Once one or more FTP-recipients have been selected, it is possible to edit the details for each of them on the Receiver Setup-screen by selecting the magnifying glass-icon. Look at the Dynamic filenames below to create a dynamic filename to avoid overwrites for later scheduled reports.
Database
Click the Add Database Receiver. This opens a popup where you could enter Connection string, Table name, Batch size and some settings such as: Create Table If Not Exists and Truncate Data.
Once one or more database-recipients have been selected, it is possible to edit the details for each of them on the Receiver Setup-screen by selecting the magnifying glass icon. Look at the Dynamic filenames below to create a dynamic filename to avoid overwrites for later scheduled reports.
Storage
Click the add storage receiver. This opens a popup where you could enter the URL.
Export scheduled report to Azure Blob Storage
You will need a URL to an Azure Blob Storage container with a valid SAS (Shared Access Signature) token with write/create permissions.
The SAS can be generated from either the Azure Portal or Azure Storage Explorer, as detailed in Microsoft's guide on Generating SAS tokens (external links).
The complete URL will consist of:
Shared Access Signature - RamBase Requirements
When creating the SAS, the following fields, permissions and parameters must be defined or added.
Start time
Expiry time
Permissions
Add
Create
Write
Optional parameters
IP address range - For access to the current IP address range, contact RamBase Support.
Once one or more storage-recipients have been selected, it is possible to edit the details for each of them on the Receiver Setup-screen by selecting the magnifying glass icon. Look at the Dynamic filenames below to create a dynamic filename to avoid overwrites for later scheduled reports.
Press F12 to open the Action menu and choose the option Forward RPQ to Schedule Queue (ST=8) from the Action menu.
This document will receive ST:8 until it is scheduled for output. When finished it will go to ST:9 and a new identical document will be created for the next scheduled output in ST:8.
For the ‘Report Filename’, ‘Email Subject’ and ‘Email Note’-fields it is possible to insert some values that will be based on the current date and/or time when creating the text. These values are: %DATE, %T, %D, %M, %Y, %W – inserting one (or more) of these values in the given text will substitute them as follows:
Value | Meaning | Example | Result |
%DATE | Current Date | ‘Report for %DATE’ | ‘Report for 2015.01.01 |
%T | Current Time | ‘Report run at %T’ | ‘Report run at 18:00’ |
%D | Day part of DATE | ‘Report for %D.%M.%Y’ | ‘Report for 01.01.2015’ |
%M | Month part of DATE | ‘Report for %D.%M.%Y’ | ‘Report for 01.01.2015’ |
%Y | Year part of DATE | ‘Report for %D.%M.%Y’ | ‘Report for 01.01.2015’ |
%W | Week for date | ‘Report run in week %W’ | ‘Report run in week 0115’ |
1 – Edit – version
3 – Running – the Report is currently being produced and sent out.
8 – Queued – Report is in the queue, waiting for the scheduled time when it should run.
9 – Status:9 is used in two cases:
Complete – The report has been produced and sent out and a new RPQ has been made for the next scheduled run (new RPQ can be found in the ‘Dest’-field.).
Discontinued – The report should no longer run as a scheduled report and has been discontinued (no ‘next run’ will be found in the ‘Dest’-field).
D – Discarded – An RPQ in ST:1 can be discarded if it should not be scheduled.
The RamBase mobile application is available for both Android and iOS phones.
RamBase Support Center is the support portal for RamBase customers, where you can:
Search for information about RamBase.
Find answers to your questions in the Frequently asked questions (FAQ).
Access the video gallery containing various webinars and tutorials.
Follow announcement forums, such as What's new and System status.
Submit suggestions, upvote other people's ideas, and discuss them in the RamBase community.
Register a new ticket. (For customers with support directly from Jacob Hatteland Computer).
Sign up
If you are not a registered user, select Sign up on the top right or below the search field.
Enter your full name and email address.
Select Register and wait for an email that contains an activation link. This can take up to 8 business hours to be sent to you.
Select the activation link to open a page where you can enter your new password. The password must contain at least 16 characters and cannot contain the username.
Select OK. You are automatically signed into the support portal.
Sign In
To follow threads and submit suggestions in forums, you must sign in to the Support portal.
Select Login.
Enter your registered email address and password and select Login.
Edit your profile
Select Edit profile to edit your profile. You can change your password, contact details and timezone, etc.
Select SAVE CHANGES to save your changes.
Forums in the Support Center are used to publish important announcements to RamBase users. You can also share your ideas that would enhance the features of RamBase in the Suggestions forums.
If you want to view, follow, or start a new topic in forums, you must be signed in.
Select Follow to follow the forums or a topic that you are interested in, and receive the latest updates on email.
There are 3 categories which contain different forums:
Category | Forum | Content |
|---|---|---|
What's new | Announcements | Pre-release information is posted here. |
Release notes | Release log is posted here. | |
Events | Upcoming events will be posted here. | |
System status | Service availability | Service availability for systems and integrations will be posted here. |
Maintenance notifications | Notifications related to expected disruption to the services are posted here. | |
Suggestions | General product ideas | You can submit general suggestions to enhance the features of RamBase. |
General service suggestions | You can submit suggestions to enhance services from RamBase or our partners. | |
Manufacturing industry | You can submit suggestions that would enhance the features of RamBase in the Manufacturing industry/Wholesale businesses/Finance module/Auction industry. | |
Wholesale distribution | ||
Finance | ||
Auction |
Announcement forum
You cannot start a new topic yourself In announcement forums. You can comment on topics that are open for discussion. If the topic is open for comments, the comment field appears at the bottom of the topic.
Suggestion forum
To create a new topic in a In suggestion forum, select Start a new topic.
You can do the following actions:
Enter the topic title - Descriptive title on your suggestion.
Enter message - Describe the suggestion with all the necessary details.
Choose which forum the topic should be posted in.
Attach files - Optional.
Select Save to submit your suggestion.
Wait for approval of your topic, and it will soon be open for discussion and likes.
If you like an idea that is submitted by others, click Do you like this idea? below the topic's description.
You can also like comments by selecting the thumbs up button.
You can express your thoughts in a comment in another topic. The comment field appears at the bottom of the topic.
The Knowledge base is the RamBase self-help portal, which contains RamBase User Documentation, FAQs, and the Video Gallery. You can search for knowledge articles in two ways:
Search field on the front page.
Enter your search phrase in the search field, and you receive suggested articles. Your search phrase must be written in English.
Look for articles in the various categories or folders. Either look for them on the front page or select Solutions above the search field.
There are 3 categories accessible by all users.
Category | Folders/structure | Content |
|---|---|---|
RamBase User Documentation | Every module in RamBase: CRM, Sales, Procurement, Logistics, etc. | RamBase User guide/how-to articles. |
FAQs | Every module in RamBase: CRM, Sales, Procurement, Logistics, etc. | Asked questions and answers. |
Video Gallery | Webinars and Tutorials. | Previous held webinars and tutorials on how-to. |
You can leave a thumbs up or thumbs down in the articles, to give your feedback on whether you found them helpful or unhelpful. This will contribute to improving the articles in the self-help portal.
The Support portal enables a superuser to create a ticket, have a dialogue with support staff, and follow the case from start to finish. Select New Support Ticket below the search engine, or select the tab Tickets.
If you are a user, contact your sales-partner or superuser for support.
The ticket should be written in English. You are shown suggested articles that might help you with the issue.
Enter the details of your issue in the fields.
Requester email - The logged in superuser will automatically be the requester.
Enter reference number (order) - Optional - Be Aware that you will get several invoices if you add different Reference numbers on your tickets.
Enter ticket subject - A descriptive subject for the ticket.
Enter ticket description - Describe the issue with all necessary details.
Attachments - Optional: Select Attach a file to locate and select a file.
Choose the priority level best suited for your issue.
Low - Routine case. Default value for tickets. Insignificant operational impact.
Service commitment: Registered within 1 hour, feedback within 5 business days.
Medium - Service instabilities. Inconvenient but operational, with risk of failure. Insignificant operational impact.
Service commitment: Registration within 1 hour, feedback within 5 business days.
High - Service degraded and no immediate workaround. Important requests with high quantifiable value for business operation.
Service commitment: Registration within 30 minutes, feedback within 10 business hours.
Urgent - Service down and no immediate workaround. Critical for continued business operation and needs immediate attention.
Service commitment: Registered within 5 minutes, feedback within 30 minutes.
Choose the ticket type best suited for your issue.
Support - User requests for changes in settings and parameters, issues caused by user mistakes, unintended use of the system, lack of user training or other situations that are not caused by faults in system or services by RamBase.
Incident - Issues where the system or services have a fault in intended functionality and/or availability.
Service request - Requests for additional support services (For example, Custom reports, print, integration etc.).
Suggestion - User suggestions that will improve features of RamBase.
Select Submit to create the ticket.
Check list for submitting a ticket
To enable swift response to any requests, we need to make sure that we understand your ticket. The best way to do that is by providing the following information in the Subject and Description.
What is the issue – what are you trying to do?
In what program/application/document – where in the system?
Trying to do what – steps leading up to the issue
For whom (pid)?
When (time)?
Is the problem persistent?
Which browser are you using?
If a screenshot of the issue is available, please attach it.
Correspondence
The correspondence between you and our support team is given in the ticket. Please make sure that any emails from the RamBase support team do not end up in your junk mail.
To respond to the message from the support team, or view the correspondence in your cases, select Check Ticket Status or the Tickets tab below the search field.
Find the relevant ticket.
Enter the answer/clarification in the comment field of the ticket.
Select Reply.
You can also edit some ticket details:
Mark the ticket as closed - if the issue is resolved.
Change the priority level.
Change ticket type.
Enter your reference number (order) or change it.
Resolution
When the issue has been resolved, you will receive an email with a message that describes the solution. Tickets are automatically closed in 48 hours. If you believe that the issue is not resolved, you can reopen the issue by finding the relevant ticket in Tickets. Select Reply on the yellow field that states This ticket has been closed. Please state why you believe the issue has not been resolved.
The Service Request ticket is used to request additional support services, such as:
Custom Reports
Custom Print
Custom integration
Activate extension
Consultant services
Development services
Feature training
New RamBase system
New company in existing RamBase system
New RamBase Test & Training system
Clone a RamBase system
Other requests
After you have requested a service, wait for a response from the RamBase team. If the request is for a chargeable service, you will receive an email that contains the estimated billable hours, a description of the solution, and a link to the approval form.
In the approval form, select YES to accept the billable hours and select Submit to initiate the assignment,
You will receive an email when the solution is available, and ready to be tested.
If you don’t approve the solution, we will invoice the time used to estimate a solution – if we have used more than one hour.