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385 total results found

Overview

Purchases Goods receipts

Goods receipts are primarily used to "receive" materials into stock. Goods receipts are used for documenting and confirming the receipt of goods or materials into inventory, ensuring accurate records and supporting various processes within the ERP.  They u...

goods-receipts
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1

Create new goods receipt

Purchases Goods receipts

This action requires the "update work order" and "create goods receipt" permissions. New goods receipts are not created with a "create" form. Instead, creation of goods receipts is done from the work order's details page.  To create a goods receipt, open a w...

goods-receipts
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2

Update existing goods receipt

Purchases Goods receipts

This action requires the "update goods receipt" permission. Goods receipts should generally not be updated, because they serve as a critical record for stock inventory, procurement, and financial processes. Altering them can compromise data integrity and dis...

goods-receipts
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3

Cancel goods receipt

Purchases Goods receipts

This action requires the "cancel goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled".  When canceling a goods receipt, make sure that it is the receipt...

goods-receipts
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5

Delete goods receipt

Purchases Goods receipts

This action requires the "delete goods receipt" permission. Goods receipt cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods receipt need to be canceled first. Goods receipt with no stock transactions...

goods-receipts
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4

Releases

General

The ERP system is continuously being improved, new features and bug fixes are being implemented. When an new version of the ERP is ready (one that includes implemented features and/or important corrections), the development team releases it to "production", up...

general-info
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11

Overview

Code lists Countries

Countries are essential for configuring location-specific settings and ensuring compliance, localization, and efficiency in global operations. The ERP contains a list of over 250 countries. Countries cannot be added or deleted by users. They are used to defi...

countries
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Update existing country

Code lists Countries

This action requires the "Update countries" permission. Most information regarding countries is automatically added when a new ERP instance is created. All of this information, however, can be updated later if necessary. Information of countries in ERP inc...

countries
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2

Overview

Code lists Regions

Regions are used to streamline operations and manage processes across multiple countries with shared characteristics. They simplify tax configurations and compliance for areas with common rules, such as the European Union, and support aggregated reporting for...

Attendance registration

User profile

Employees can register attendance in different ways. The simplest was is for employees to have automatic registrations set up in their User HR profiles, where registrations are automatically generated on a daily basis, at set times. The second way is to reg...

user-profile
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7

Create work equipment

Code lists Work equipment

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1

Overview

Code lists Work equipment

Submitting a new attendance request

User profile

Vacations - Dopusti

Human Resources

Za tiste, ki pridejo med letom in imajo zaposlitev za določen čas, sistem izračuna sorazmerni del dopusta za koršiščenje. Če se zaposlitev  za določen čas ne začne na 1. v mesecu, se za tisti mesec sorazmerni del ne upošteva (za izračun sorazmernega deleža se...

Manage create and duplicate functionalities

Admin Documents

This action requires the "update documents" permission.  On the document's page, it is possible to define "rules", that determine what values are written into what fields. (eg. a date field is, by default, set to today's date on the 'create' form).   Create...

documents

Go To Menu

General

The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data. Clicking the "running man" button opens up an overlay, where you can search through available ERP pages to find, where you w...

general-info
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3

Downgrade license

Products Licenses

Old license: copy sale order item id from new one change ds_licence_id on serial to old one remove deleted at on old license remove upgrade_ds_license_to_id New license: remove upgrade_ds_license_from_id delete license with button  

Fix technologies on work orders

Production Work orders

When updating DNC work orders, you have different types of reservation technologies: Reservation&Cutting  and Reservation. The difference between Reservation&Cutting and Reservation is in the way they reserve material.  Reservation&Cutting performs virtual an...

work-orders