Enable/disable functionalities (CS100000)

The status of the currently selected functionality set. The following statuses are possible:

• Pending activation:
  You have modified the functionality set but have not enabled the functionalities.
  In this state, the window settings do not reflect the actual set of functionalities available in Visma Net.
• Validated:
  All the functionalities selected in the window are enabled.
  In this state, the window settings reflect the actual set of functionalities available in your instance of Visma Net.

An informational check box that is used to group the functionalities for the Finance module.
The Finance module includes the standard and advanced functionalities and various add-on functionalities.
The Finance module includes the core financial workspaces, including General ledger, Cash management, Supplier ledger, Customer ledger, and VAT.

An informational check box that is used to group the functionalities associated with the standard functionality of the Finance module. You can enable only the functionalities that your organisation will use.

A check box that you use to enable the Multi-branch support functionality.
With this functionality enabled, you can create and maintain multiple branches in your instance of Visma Net.

A check box that you use to enable the Business account locations functionality.
This functionality supports multiple locations for supplier and customer accounts.

For more information, see: Sales invoices (AR301000)

A check box that you use to enable the Multi-currency accounting functionality.

This functionality enables the Currency management workspace, which you can use to define multiple currencies other than the base currency. This functionality also enables the automatic calculation of gains and losses on foreign currency transactions and gives you the ability to revalue the foreign currency accounts.

A check box that you use to enable the Volume pricing functionality.
By enabling this functionality, you can define price tiers based on item quantities.

A check box that you use to enable the Expense reclassification functionality.

If your company's expense processing procedure uses multiple steps, you can enable this functionality to have the invoices released in two stages: pre-release, when a data entry clerk enters an invoice and release, when an authorised accountant reviews a pre-released document and specifies the correct expense accounts and subaccounts and releases the document.

For more information, see: About support for expense reclassification

A check box that you use to enable the VAT reporting functionality.

Once you enable this functionality, you will get access to all VAT reports necessary for VAT filing.
You should enable this functionality only if you need to maintain VAT accounting.

A check box that you use to enable the Net/gross entry mode functionality.

Once you enable this functionality, you will be able to specify the VAT calculation mode, which the system will use for computing a VAT amount in a document, when you enter a document in the system manually. Depending on the specified mode, you can enter either VAT-inclusive amounts in document detail lines or VAT-exclusive amounts in document detail lines.

You will also be able to activate the tax amount validation functionality in a document that you enter.

A check box that you use to enable the Invoice rounding functionality.

With this functionality enabled, you can configure the rules for rounding invoice amounts in the Supplier ledger workspace and invoice amounts in Customer ledger workspace. By using this functionality, you can also configure the precision for rounding the amounts of invoices and invoices in those workspaces.

For more information, see: About rounding of document amounts

A check box that you use to enable the ROT and RUT deduction functionality.

Enabling this functionality adds the Claim ROT and RUT (AR531000) window and multiple UI elements in the Customer ledger workspace that you can use to create and process documents eligible for ROT and RUT deductions.

Enabling this will hide all the existing screens/fields/columns/actions related to the existing approval and invoice inbox workflows.

For the time being, this is only used in limited Swedish companies.

A check box that you select to enable selection of the functionalities in the Advanced Financials group of functionalities.

Also, this check box enables the functionality of time cards.

A check box that you use to enable the Subaccounts functionality .

When you enable this functionality, you will be able to create and maintain a list of subaccounts for your company.
Subaccounts are used for grouping accounts to perform financial analysis.

For more information, see: Example of a subaccount definition

A check box that you use to enable the General ledger allocation templates functionality.

If this functionality is enabled, you can create and maintain allocation templates (which define how the allocations are to be performed) and perform allocations automatically according to your definitions.

A check box that you use to enable the Inter-branch transactions functionality.

This functionality gives you the ability to configure automatic generation of inter-branch transactions for each document that involves multiple branches.

A check box that you use to enable the General ledger consolidation functionality.

By using this functionality, you can consolidate data from specific branches of subsidiaries (or consolidation units) into a specific branch of the parent company. You can configure which data should be consolidated and how exactly the data should be consolidated.
After that, you can consolidate the data as often as you need within each financial period.

A check box that you use to enable the Translation of financial statements functionality.

With this functionality enabled, you can translate amounts from the base currency to another currency at the account balance level. Translation can be used for reporting purposes in any foreign currency.

A check box that you use to enable the Customer and supplier discounts functionality.

With this functionality enabled, you can maintain customer and supplier discounts in your system: import them or enter them manually, and update them. The system automatically applies the supplier discounts to purchase orders (or to invoices if the Logistics functionality is not enabled) and customer discounts to sales orders (or invoices if the Logistics functionality is not enabled) when the documents are saved by users.

For more information, see: Maintain supplier discounts - overview and Manage discounts

A check box that you use to enable the Commissions functionality .

With this functionality enabled, you can configure commission calculations that support your company's policies.

For more information, see: Manage commissions - overview

A check box that you use to enable the Overdue charges functionality.

With this functionality enabled, you can configure additional charges to be applied to outstanding balances of customers who are consistently paying too late or not paying in full.

For more information, see: About overdue charges

A check box that you use to enable the Dunning letter management functionality.

With this functionality enabled, you can generate dunning letters to notify customers about their overdue documents.
You can select how you want to manage a level of a dunning letter; by customer or by overdue document.

For more information, see: Manage dunning letters - overview

A check box that you use to enable the Deferred revenue management functionality.

This functionality adds the Deferred revenue workspace and integrates it with the Supplier ledger and Customer ledger workspaces.
With this functionality enabled, you can configure deferral codes and schedules and use them in the Supplier ledger and Customer ledger workspaces for recognising portions of deferred expenses and revenues according to these schedules.
Also, the Deferred revenue workspace provides a wide variety of reports.

A check box that you use to enable the Parent-child customer relationship functionality.

With this functionality enabled, you can configure parent-child relationships between business accounts of the Customer and Customer and supplier types. A parent-child relationship includes the ability for the parent account to pay invoices of the child account, to generate consolidated statements and reports, and to view a consolidated balance for a parent account that includes the balances of its child accounts. The relationship can be removed at any time.

For more information, see: Manage parent-child relationships - overview

A check box that you use to enable the Retainage support functionality.

With this feature enabled, you can create and process invoices in the supplier ledger with retained amounts that will be paid later than the principal amount of documents. Multiple documents are created in the system to process a retainage: the original document (which has retainage withheld) and the retainage document or documents (which reflect the retainage amount to be paid).

A check box that you use to enable the Contract management functionality.

This functionality provides support for contracts, including case processing and contract invoicing.

For more information, see: Manage contracts - overview

A check box that you use to enable the Fixed asset management functionality.

This functionality adds the Fixed assets workspace. By using the Fixed assets workspace, you can create and manage fixed assets through their useful life, from acquisition to disposal. If the Advanced Logistics functionality is selected, the Fixed assets workspace is fully integrated with your Purchases workspace to facilitate converting purchases into fixed assets without re-entering data.

A check box that you use to enable the functionalities in the Logistics group of functionalities.

Enabling this group of functionalities enables the workspaces that are part of the Inventory module: Inventory, Inventory, and Purchases.
Also, this group includes the standard and advanced functionalities.

An informational check box that is used to group the functionalities associated with the standard functionality of the Inventory module.

A check box that you use to enable the Multiple units of measure functionality.

By enabling this functionality, you can define for each stock item multiple units of measure (UoMs) that can be used as purchase units, sales units, and the base unit for calculating the item's available quantity. Also, you can define the rules for conversion between these units. Without this functionality, for each stock item, you can define only the base unit of measure.

For more information, see: About units of measure and conversions

A check box that you use to enable the Blanket and standard purchase orders functionality.

This functionality gives you the ability to process blanket purchase orders (orders that can be fulfilled through multiple normal orders) and standard purchase orders (orders that include the products purchased regularly in the same quantities and that can be processed repeatedly).

For more information, see: About types of purchase orders

A check box that you use to enable the Drop shipments functionality.

With this functionality enabled, you can create and track orders for goods that should be delivered directly to a customer location.

For more information, see: Create a drop-ship order flow

A check box that you select to enable selection of the functionalities in the Advanced Logistics group of functionalities.
These functionalities provide the advanced functionality for the Inventory module.

A check box that you use to enable the Lot and serial tracking functionality.

With this functionality enabled, you can track stock items by lot or serial numbers and by expiration dates. Visma Net provides flexible numbering schemes for lot and serial numbers and the ability to track different products differently.

For more information, see: About lot and serial number tracking

A check box that you use to enable the Multiple warehouses functionality.

With this functionality enabled, you can create a distributed structure of warehouses.
Without this functionality, only one warehouse is created by default.

For more information, see: About warehouses and warehouse locations

A check box that you use to enable the Multiple warehouse locations functionality.

This functionality, when enabled, supports multiple locations for each warehouse.
Some of these locations can be reserved for specific inventory transactions, such as receipts, issues, and returns.

For more information, see: About warehouses and warehouse locations

A check box that you use to enable the Inventory replenishment functionality.
his functionality can be enabled only if the Multiple warehouses functionality is enabled.

This functionality enables you to automate replenishment of stock items for your warehouse or warehouses.

For more information, see: About automated replenishment

A check box that you use to enable the Automatic packaging functionality.

For more information, see: About automatic packaging for non-integrated carriers

A check box that you use to enable the Kit assembly functionality.

With this functionality enabled, you can create kit specifications and perform kit assembly and disassembly according to specifications.

For more information, see: About accounting for kits

A check box that you use to enable the Advanced stocktaking functionality.

This functionality, when enabled, supports counts by item ID, item classes, user-defined cycles, movement classes, or ABC codes.

For more information, see: About overview of stocktaking options

A check box that you use to enable the Sales order to purchase order link functionality .

With this link enabled, you will be able to back order items and to automatically generate purchase and transfer orders to fulfil sales orders.

A check box that you use to enable the Custom order types functionality.

With this functionality enabled, you can define new types of sales orders.

For more information, see: About custom order types

A check box that you use to enable the Project management functionality.

After you enable the functionality, the system adds the Projects module, which you can integrate with the Time and expenses, Customer ledger, Supplier ledger, Cash management, General ledger, Purchases, Inventory, and Inventory workspaces. The Projects module includes such functionalities as project accounting, project costing, and project invoicing.

A check box that you use to enable the Change orders functionality.

Visma Net provides the change order functionality, which you can use to control changes to a project’s budgeted and committed values and control the profitability of every change initiated by a customer. A change order is a document for profitability analysis and an audit trial of changes to the project revenue budget, commitments, and budgeted costs.

Change orders do not alter the original figures of a project directly; they are tracked separately from the original figures for analysis.