Version 4.1.0

Financial Accounting & Contract Management

Multi-stage condition calculation, a new quick-edit button for invoicing orders, sortable open items during posting, and a warning dialog for unapplied booking lines accelerate everyday tasks in financial accounting.

Überblick

Multi-stage condition calculation & payment run

The financial accounting and contract management modules receive several usability improvements for daily operations in this fabular release. At the heart of these updates is the new condition calculation group: conditions can now be tiered in a fixed sequence, so the result of one calculation stage automatically becomes the base value for the next. Additionally, a new "New with same document type" button in invoicing, a newly sortable table for posting open items, and numerous detailed improvements to payment runs and bank postings ensure a noticeably smoother workflow in accounting.
Infographic

Added Value

Previously, multi-stage price calculations—such as base price, surcharges, and discount tiers—often required workarounds. With the new condition calculation group, you can define the order in which conditions are applied on a dedicated management page; the result of one stage automatically flows into the next as the new reference value. This saves significant manual rework, especially in agricultural trading and raw material transactions involving multi-stage pricing models. In invoicing, sales and billing teams benefit from the new "New with same document type" button: an existing invoicing order can be duplicated with a single click without having to re-select the billing scheme. When posting open items, the table can now be sorted by any column, which saves time, particularly for large customer accounts with many open invoices. Furthermore, the new warning dialog for unapplied booking lines prevents items from being accidentally lost when switching between booking positions or closing the screen without saving first. Overall, this reduces sources of error and noticeably accelerates recurring accounting processes.

Application Area

The condition calculation group can be found under Conditions → Condition Calculation Group; this is where new groups are created and conditions are assigned in the desired order. The "New with same document type" button appears directly within an existing invoicing order once the relevant UI configuration has been enabled. Sorting for open item posting is activated by clicking on the respective column header; the default sorting remains ascending by document number. The warning dialog for unapplied booking lines is active by default and appears automatically when saving, in the booking preview, and when switching between positions; it can be deactivated via a context-specific UI config key. For systems using multi-stage pricing models, we recommend creating the condition calculation groups in a test environment first and verifying the calculation sequence using a sample contract before activating them for all customers in production.

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