Compound columns in searches and hitlists

In Next® you see lists of tasks and documents everywhere.

Your personal task list or inbox, your departmental work basket, a customer folder, your pinned documents, and any search you make result in a list. 

Sometimes your list contains a single type of documents - for example supplier invoices. Then the columns in your list hopefully reflects this - showing only Supplier, Amount,  Currency, and Due date (if not - please reach out).

It becomes slightly more complex when the list contains multiple document types: Quotations, Orders, Order confirmations, Shipping notes, and Sales invoices. Document types that have each their set of relevant data - but also some in common. 

If you want a shared view for these documents if could contain:

  • Customer
  • Date
  • Type
  • Order
  • Invoice
  • Amount 
  • Currency

Your challenge - or ours - is now that the relevant date on a Quotation is the QuotationDate, on a Confirmation, the ConfirmationDate etc. And that the Amount is QuoteAmount, OrderAmount, and InvoiceAmount. etc. 

I guess you get the point. We need to make equal - what is not equal from the origin. 

And that is exactly what you can do with Compound columns.


 

Here we collect invoices from two different systems, with invoice number in two different formats, in a single easy to use view

This may be a technical new feature, but it allows us to make implementations that to the end user is much more easy to use!


Future enhancements

A similar requirement - to list different documents in a single list is also addressed with the new Cards layout.

For the techies

This is implemented with a new filter supporting multiple fields (and the clean up of leading zeros) together with an extension the Extractor for field values to support multi value fields. 

Commercial terms and conditions

This new feature is available at no additional cost, to users with an active service plan. Any consultancy assistance will be invoiced. 

Disclaimer

Despite our best efforts, we may be forced to change both content and expected delivery of future product updates without notice.


Details

Title:

Compound columns in searches and hitlists

Type:

New feature

Status:

Released

Expected release:

May 2021

Affected products:

Next® Bank Statements
Next® Contracts
Next® Emails
Next® Enterprise Archive
Next® ExCustody
Next® Invoices
Next® Mailroom
Next® Processes

Audience:

Admin
Consultant
End user

Classification:

Public 

Responsible product manager:

Kim Hellum

Updated:

27.05.2021

By:

Kim Hellum