Now that Linda has activated the new pages, she is going through them one by one to find out whether she should activate them for Cloud Kicks Frisbii users or whether she prefers to keep the usual page layouts.
It uses the sandbox on which it tested the update to perform this test.
First, she begins with the quotation object.
Buttons
Linda finds the usual buttons as on the old page layout:
Tab: Details
She can see, however, that the structure of the rest of the object has changed: thanks to the new tabs, fields are better organized by use case.
In the first tab she finds :
Essential information - such as legal notices.
Addresses.
Optional information - such as e-mail address or website.
There are two important conditions to know in this tab:
Only if the legal form is other than Association : The fields Share capital and Intracom. VAT No. are displayed.
Only if the country entered is France: The RCS Letter, RCS City and NIC fields are accessible.
She remembers an article about mandatory fields in the company name: Managing mandatory fields.
Tab: Numbering
In the next tab, Linda finds the fields to configure the numbering period as well as the options concerning proratization and regularization. Here are the articles on this subject:
Tab: Templates
The Templates tab contains all the fields needed to configure the default templates for generating PDFs of the invoice, quotation or subscription.
Linda notes new fields to display information on the invoice PDF.
In the release note, she finds another article on the subject: PDF templates - The new PDF invoice templates for Spring '21.
Tab: Accounting
The Accounting tab provides access to chart of accounts fields, analytical axes and default VAT.
From the Release Note Winter '23 the VAT exemption field will appear if you set 0% as the default VAT.
Tab: Options
And finally, she comes across the options for activating features in Frisbii:
