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SARA 3.26.22

Release archive · Latest release

🆕 New Features

Payment Email Recipient in Control Panel

  • A new field in the Control Panel allows setting a default payment email recipient.
  • This person is pre-populated automatically when sending a payment from a SPO.

Location: Control Panel → Settings
Affected: Finance

Plant Access Responsible in Customers

  • The "Person who access the plants" field has been renamed to Plant Access Responsible for clarity.
  • A new Customer NDA field has been added; the existing NDA field is now labeled Internal NDA.

Location: Sales → Customers
Affected: Sales, Human Resources

🚀 Improvements

SARA Documentation

  • Full documentation available at https://docs.sara-app.net.

Location: External → SARA Documentation
Affected: All

Customer PO (CPOs) Versioning Overhaul

  • CPO codes now follow a stable format: CPO.(folio).(version); CPO.0042.1, CPO.0042.2, etc. — the folio no longer changes across versions. Internal folio and version are handeled by SARA automatically, the user now has no ability to openly choose these numbers.
  • When creating a new version, invoices, payments, and notes from the previous version are carried over automatically.
  • When a new version is rejected by direction, the CPO moves to In Progress status so it can be corrected and resubmitted — it is no longer permanently rejected.
  • The UI labels "CPO #" and "Version" have been renamed to Customer PO # | Customer Reference and Customer version for clarity, these are used to reference the customer document, and are open to any format (number, letters, etc) to the user.
  • Version history is now visible in the CPO detail modal.

Location: - Engineering and Production → Projects → Customer POs → CPO Detail
- Finance → Customer POs → Customer POs

Affected: Finance, Sales, General Management

Balance – Normalized View and Netting

  • Balance figures are now normalized to USD by default for consistency.
  • A detail button allows viewing amounts in their original currency.
  • The debt table has been simplified for better readability.
  • Netting between internal companies is now applied.

Location: Finance → Balance
Affected: Finance, General Management

Send Payment from Pending Payments

  • After registering a payment in the Pending Payments tab, the system now prompts: "Do you want to send the payment file?"
  • Confirming opens the send payment modal directly, without needing to navigate to the PO.

Location: Finance → Pending Payments
Affected: Finance

Payment Terms Position in Quote PDFs

  • Payment Terms has been moved before Terms and Conditions in all quote PDF layouts (budgetary, not valid, and official).
  • Currency, payment conditions, and validity now appear immediately after the quote amounts.
  • A new Show Grand Total toggle allows optionally displaying the grand total on the quote.

Location: Sales → Quotes → Quotations
Affected: Sales

Logistic Calendar – Color Legend

  • A help button has been added to the Logistic Calendar.
  • Clicking it displays the color code legend, explaining what each color represents on the event map.

Location: Logistics → Logistic Calendar
Affected: Logistics

Send Payment Notification to Buyer

  • When a supplier payment is sent from SARA, a notification is now sent to the buyer as well.
  • This keeps purchasing informed without requiring manual follow-up.

Location: Finance → Purchase Orders → Send Payment
Affected: Finance, Purchasing

🧩 Miscellaneous and Internal Fixes

  • Welcome & Offboarding Emails – Profile photo validation corrected; if no photo exists, the default silhouette image is used instead of attaching an empty file.
  • Banks and Accounts – Visual and UI improvements for better clarity and searchability.
  • Directory – UI improvements.
  • Send Supplier Payment – UI improvements to the payment send flow.
  • Plant Access Responsible – UI improvements.
  • Payment form in Supplier PO (SPO) - UI improvements.