Discover all the Origins funzionality.
| App | Area | Functionality | Description |
|---|---|---|---|
| Core | Finance | Customer deposit | In the case of customer deposit that are not yet associated with an invoice, Business central returns a pop-up warning to remind the user of their existence. |
| Core | Finance | Payment bank account | Functionality that allows associating the company’s bank account with the customer and vendor masterdata and retrieving it on sales and purchase documents. |
| Core | Finance | User defined fields | Allows user to manage additional fields , of varius type also with a table relation, indipendently through a simple setup |
| Core | Finance | Cumulative Receipt | With cumulative receipt, users can |
| Core | Finance | Customer/Vendor compensation | Functionality that allows for the compensation of customer and vendor accounts |
| Core | Finance | Check Vendor External document No. | with a setup, it's possible to make the Vendor external document No. mandatory for posting receipt |
| Core | Finance | Create sales invoice from Shipment | This function allows to create sales invoice directly from the sales shipment lists. |
| Core | Finance | Dimension for "Sell-to" customer | Through a setup, it is possible to inherit the dimensions of the document from the "sell-to" customer, rather than from the billing one. |
| Core | Finance | Shipment invoice | For each customer or sales document, it is possible to manage posting of shipment and sales invoice contextually and with the same series number. The specific printout of the shipment invoice will also include a section dedicated to shipment data. |
| Core | Finance | Combine Shipment | The function of combine shipment allows to presonalize, for each customer, creation and posting of invoices through the setting of invoicing groups. |
| Core | Finance | Force invoiced document | Functionality that allows marking the following documents as invoiced: purchase receipts, sales shipments, return shipments, and return receipts. |
| Core | General | Sales line managment for description from order to shipment and invoice | Through a setup, it is possible to activate a feature that allows displaying the order number in shipments and the shipment number in invoices with comment lines. |
| Core | General | Payment method exclusion days | Functionality that allows excluding specific periods from the calculation of the expiration date for certain payment methods, both in the active and passive cycle. |
| Core | General | E-Mail Tool | This function allows to sending sales and purchase document via mail either by a single or multiple selection. It's possible to setup senders, recipients, CC and BCC specific for each customer and email text and obkect for each type of document. |
| Core | General | Document template | It is possible to create document template for sales and purchase document that allows to manage a default value for some fields, such as payment terms, series number, reason code, location. |
| Core | General | No invoicing | Setting the No invoicing flag on sales and purchase orders allows posting of shipment or receipt without the issuance or receipt of an invoice. |
| Core | General | Free gift | It allows marking a sales line as a free gift so that, releasing the order, a reversal line with a item charge is automatically created |
| Core | Operation | Purchase document summary | Purchase dashboard that allows viewing all lines of the selected document type simultaneously |
| Core | Operation | Sales document summary | Sales dashboard that allows viewing all lines of the selected document type simultaneously |
| Core | Operation | Line Closed | By activating a flag on purchase or sales order line it's possible to reset outstandng quantity. |
| Core | Operation | Skip SO cancellation with "Shipped and Invoiced" | Through a setup, it is possible to inhibit the standard behavior that deletes the sales order when a contextual registration of shipment and invoice is performed. |
| Core | Operation | Skip Sales quote cancellation on Order conversion | Through a setup, it is possible to inhibit the standard behavior that deletes the sales quote when it is converted into an order. It is also possible to establish in the setup whether a quote can be converted into more than one order |
| Core | Operation | Sign for reversal | Functionality that allows managing the reversal of general ledger entries with a transaction that moves the opposite sign (debit or credit) to the original entry. |
| Core | Operation | Without inventory | With a flag apply to each document (sales and purchase), it is possible to posting shipment or receipt without ledger entry. |
| Core | Operation | Cumulative Shipment | With cumulative shipment, unlike warehouse shipment, users can include more then one order within the same shipment document, by setting specific split parameters in the setup. It can manage also "no-item" lines |
| Core | Operation | Extended text on MasterData | Extension of the standard funtionality or extended texts. These can be set on customer and vendor records and included in the documents. |
| Core IT | Finance | Duty stamp | Through a specific setup, the system can automatically insert a stamp duty line in the sales document lines for invoices that require it. |
| Core IT | Finance | Default fields on credit memo | A specific setup allows populating the ‘payment method’ and ‘operation type’ fields on sales and purchased credit memo by inheriting them from the customer or vendot master data, and setting a default payment condition to be inserted on active and passive credit memo. |
| Core IT | Finance | Quarterly VAT communication | Module that allows generating the XML file for the Periodic VAT Settlement. |
| Core IT | Finance | CONAI | Functionality that allows to calculate CONI contribution in case of purchasing packaging from vendor |
| Core IT | Finance | Intrastat declaration | Module for making the Intrastat declaration with the generation of the scambi.cee file. |
| Core IT | Finance | Customer/vendor letter of intent | Functionality that allows managing purchase and sales invoices in VAT exception due to letter of intent, with control of the remaining plafond. |
| Core IT | Finance | Enasarco | Through this module, it is possible to calculate the Enasarco contribution on supplier purchase documents. |
| Core IT | Finance | Elettronic invoicing (Arxivar) | Module that allows managing electronic invoicing: generating the XML file for sales documents and receiving electronic purchase invoices. A native connector with the Abletech service by Arxivar is provided. |
| Core IT | Finance | Prorata Vat managment | Functionality that allows managing the pro-rata amount either during the posting of purchase documents or during the VAT settlement. |
| Core IT | Finance | Different Payment method in installment | Functionality that allows managing different payment methods for the various installments of receipts or payments. |
| Core IT | Finance | Modify/add payments and due dates on the ledger | Functionality that allows adding or deleting payments on customer and vendor ledger entries and modifying the due date. |
| Core IT | Finance | Proforma invoice & management of withholding amount | Functionality that allows create pro forma invoices from professionals and having visibility on vendor ledger entries of the amount to be paid net of withholding tax |
| Core IT | Finance | Customer/Vendor Entries (Assets analysis) | Tree structure view of posting documents for the customer or vendor based on the established links. |
| Core IT | Finance | Split Payment | This module allows managing VAT split payment: during the registration of a sales invoice for a public administration customer, the customer credit is ‘closed’ for the amount of the VAT. |
| Finance Extended | Finance | Payment notice | Functionality that allows managing vedor payments through Bank Receipt by importing a payment notice file from Home Banking. |
| Finance Extended | Finance | Accruals | Module that allows the generation of accruals and deferrals during the posting of sales and purchase invoice and preliminary journal entries to recognize the economic competence of costs and revenues. |
| Finance Extended | Finance | Purchase contract | Business Central functionality that allows managing purchase contracts, which have a fixed billing frequency for a specific period of time. It is therefore possible to automatically generate the related purchase invoices. |
| Finance Extended | Finance | G/L Entry Apply module | Functionality that allows managing G/L accounts by entries, linking and unlinking transactions with the remaining amount for each G/L enty clearly shown. |
| Finance Extended | Finance | Commission | Through the setup of specific commission contracts, it is possible to calculate the commission amount or percentage on sales documents. This module calculate also the commission cost on a standard period in general or simulated ledger and periodically settling the commissions by generating a draft purchase invoice to the agent. |
| Finance Extended | Finance | Expense note | Module that allows managing expense note, with attached expense receipts. It is possible to set an approval setup in order to have a supervisor check. |
| Finance Extended | Finance | Simulated entries | Module that allows preliminary journal entries to not affect the general ledger or VAT registers, useful for the creation of interim financial statements. These entries are posting in dedicated tables, with the possibility of being transferred in a COGE batch to be posted in the general ledger, if necessary. The simulated entries are also visible on the chart of accounts, in specific columns, where it is possible to analyze their effect on the financial statements and G/L accounts. |
| Finance Extended IT | Finance | Import customer dishonored CBI | Functionality that allows importing the CBI format file of customer dishonored bank receipts. |
| Operation Extended | Operation | Bonus | The module includes the calculation of sales bonuses to be paid to customers or groups. The calculation can be set based on the total or unit amount, as a percentage, and in tiers. Directly from the bonus contract, it is possible to create settlement documents. |
| Operation Extended | Operation | Item Encoder | By using coding templates, it is possible to set attribute parameters that will form the code and description of the new item. These attributes can also be included in the standard section of the item master data. |
| Operation Extended | Operation | Sales Line configurator | The sales line configurator is a function that can be opened from sales quote or sales order line and allows for managing a custom configuration for an item within an assembly-to-order process for the specific customer request. |
| Operation Extended | Operation | Shipping cost | For each shipping agent, it is possible to enter a shipping price list including any charges. The calculation of transport costs will be performed upon the posting of the document (sales, purchase, and transfer). These can then be used to reconcile the shipping agent’ incoming invoices. |
| Operation Extended | Operation | Costificazione magazzino | The module allows for the reprocessing of warehouse movements to recalculate the cost of items using alternative costing methods. Additionally, it enables the costing of production items based on material management scenarios and standard times, separates the costs of internal capacity, subcontracting, and materials for production items, and values the items by weighting the current costing period with previous ones. |
| Operation Extended | Operation | Shipment dashboard | The shipping dashboard allows viewing all outstanding order lines and location availability to plan and generate shipments. It supports the management of cumulative shipments or warehouse shipments. |
| Operation Extended | Operation | Packaging unloading managment | Using the packing list linked to the shipment and a general or specific setup for customer or vendor, the funcion unloads packages included in the packing list when the document linked to is posted. These can be recharged on the invoice. |
| Operation Extended | Operation | Packing list | The packing list document can be linked to sales and transfer shipments. It can be manually filled in by setting the type and package code with its content, or automatically through a setup. |
| Operation Extended | Operation | Promotion and multiple line discount | The functionality allows managing multiple discounts in document line (both sales and purchase). These discounts can be filled in manually or retrieved from promotion setups based on filters and dates. |
| Operation Extended | Operation | Critical purchase worksheet | This worksheet shows the understock items by item - location and allows for reordering (purchase and production) while also considering the reorder parameters set in the master data. |
| Operation Extended | Operation | Component worksheet | The component worksheet allows for the mass replacement of components within the production BOM or production orders (as long as they have not started), also modifying the quantity and other parameters in the line. It is also possible to generate a new version. |
| Operation Extended | Operation | Subcontracting transfer worksheet | The subcrontracting trasfer order Worksheet allows dividing the components to be sent to subcontractors as desired, even in a single transfer order. |
| Operation Extended | Operation | Purchase request | Purchase request documents allow for the internal management of requests to the purchasing department. Approval workflows can be set up, including for different amount tiers, also controls can be implemented to prevent budget overruns. |
| Operation Extended | Operation | Receipt and shipment tollerance | Through a parametric setup for item/variant or categories, for customer or vendor, it is possible to manage excess or reduce tolerances relative to the order quantity, either as a percentage or unlimited. |
| Operation Extended IT | Operation | WIP Item availability | This functionality expand the standard availability by event, also showing the quantities in WIP within the production orders. |
| Operation Extended IT | Operation | Steam planning | By filtering by group, production area, or work center, it is possible to schedule the production cycle lines that depend on it, modifying their start and end dates. |