Welcome to the Exact Product Blog

On this blog we will cover stories from all around the Exact ecosystem.

Exact for Manufacturing Ease of Use: Project references in the layouts

Written by Pieter Hamans on . Posted in Exact Online

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With the built-in project functionality of Exact for Manufacturing we can define projects and link quotations, sales orders, purchase orders, shop orders and invoices to a project. This is a great benefit to manufacturers supplying a mix of services and products to a common objective. We have extended our project functionality to layouts so that we can communicate about the project to supply chain partners.

Exact for Manufacturing Ease of Use: Viewing the quantity produced in a selected period

Written by Pieter Hamans on . Posted in Exact Online

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Reporting the quantities produced in a certain period is a need in many companies. The Status overview | Shop orders does show a quantity produced, but this is a quantity throughout all time. A new filter option in this screen allows to show only the quantity produced in a user-selected period, and furthermore we can select lines with a produced quantity only.

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More intuitive handling of project-specific rates

Written by Remco Kroes on . Posted in Exact Online

In a professional services firm, hourly rates may vary per role, per customer, per project, or per employee. Designed with the need for flexibility in mind, Exact Online helps you to define standard rates per hour using hourtypes* and allowing you to vary hourly rates using price agreements. Price agreements override standard rates. You can set them via the restrictions tab on a project.

What’s new?
Objective was to make handling project sales prices more intuitive and easier to use.

Exact for Manufacturing Ease of Use: Warehouse transfer advice to inventory holding subcontractors

Written by Pieter Hamans on . Posted in Exact Online

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In 2016 we released functionality to transfer inventory from our main warehouse to the warehouse of the subcontractor or to the distribution center. This transfer advice was designed to transfer the quantity of the planned shortage on that warehouse, i.e. not one pallet extra. The modern supply chain increasingly involves partners that work with consignments of our inventory. A recent enhancement supports transfer advice to inventory holding subcontractors.

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Enriched REST API endpoint to better process project-related purchase invoices

Written by Remco Kroes on . Posted in Exact Online

Developers of third-party purchase invoice handling apps help their customers to scan and digitally process supplier invoices. Recently a new endpoint was created to facilitate these apps to directly create purchase invoices in Exact Online.

What’s new?
We further enriched this new REST API endpoint for purchase invoice lines – enabling users of these third-party apps to match a purchase invoice line to the relevant project and budgeted expense in Exact for Project Management. If applicable, they can also specify whether this invoice line needs to be re-billed automatically to your customer.

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Now available: flexibility to make leave balance adjustments.

Written by Remco Kroes on . Posted in Exact Online

Next to tracking both billable and non-billable work, Exact for Project Management helps you to track leave & absence related activities. Your employees can enter leave requests themselves and easily track accrued leave balances. Your project managers can easily plan capacity, see who’s available and who’s not available for work due to holidays. We now made it possible to make leave balance adjustments.

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Delivery advice: Always deliver what you promised!

Written by Jaap Jan de Lange on . Posted in Exact Online

As a Wholesale Distributor you do everything to keep your customers happy. Apart from knowing their needs, regular contact moments and providing suggestions to improve their business, you want to make sure to deliver as promised at all times.

At the same time investing in stock is expensive, predicting stock levels in the future is hard to do and your suppliers might not always deliver in time. It is business critical to know when a Sales order cannot be delivered in time or in full! This so you can act before your customer is facing a late receipt.

Now available: batch payments in Exact Online

Written by Judith van Wissen on . Posted in Exact Online

 


Need to pay your suppliers? You might postpone it a little while… because paying suppliers is easy and fast in Exact. You are just a view clicks away from a bank file with your payments. All information, such as account number, invoice number, amount, is included. Your outstanding items in Exact are automatically marked as payment in transit. Everything is clear: for you and your supplier.