New Features - Progident/Inventory


Configurator, Configuration

The activity, the unit and the equipment exist in the price configurator to increase the flexibility of adaptation of Progident/Inventory to particular management contexts where specificities come into play when one wishes to automate and speed up preparing business proposals.


Material List

An "Automatic initialization of the list of materials" parameter in the "Document type" form allows you to define whether the addition of a document detail, with an item having a material list, should automatically create the other lines for the items in the list according to the same information (project, activity, etc.) as the line of the item being created. This improvement increases the degree of automation possible with the software by eliminating the need to activate the "Material list" option manually to insert all the intended items in a current document detail.


Document Management

A "View" option accompanies certain "Documents" fields integrated into various Progident software functions to activate a visual extension that displays the content of a document selected in the field and allows full navigation in the selected document. This option will enable you to collect and merge all relevant documents in one place for quick reference.

Version 11.2.2

Document Management

It is possible to add a "Digital document" column to the different work windows where this field is available to allow the rapid identification of a line containing an attached digital document and be quickly activated to view it.


The "Average cost update" parameter of the "Transaction code" form has been separated into two distinct parameters, namely the current parameter and the "Last cost update" parameter. This makes it possible to separately manage the impact of a transaction code on updating the two pieces of information, "Average cost" and "Last cost" of an item.

However, in the context of physical inventory management and accounting integration with Progident/Finance, it is essential to carry out a rigorous analysis and the management configuration required to ensure the complete integrity of the financial information at all levels.

Version 11.2.1

Document Management

It is possible to automatically attach a file (digital document) to a Progident/Inventory document by dragging the file from Windows Explorer into the “Document” column of the working window. This feature is available with Progident/Inventory and Progident/Finance.


Purchase Order

  • It is possible to manage purchase invoices (supplier) by status to block the payment of specific invoices upstream of the payment process.
  • An "In approval" document status processing code is used to generate transactions in the same way as the "Active" processing. This status may subsequently block certain other features.
  • For purchase documents, using this type of status will block the payment of invoices relating to the purchase in Progident/Finance. When generating a purchase with this status, this status will be kept to the generated purchase document instead of assigning the final status defined to the document type of the purchase.
  • It is possible to change the status of a final purchase document for an "Active", "Completed", or "In approval" processing status.
  • It is possible to change the status of an open supplier invoice to an "Active", "Completed", or "In approval" processing status.
  • An "Invoice status" field in the "Supplier" form allows you to determine the status assigned by default to the supplier's invoices. If no status is specified, the status will be according to the purchase document generated in Progident/Inventory or will be "ACT-Active" if the purchase is created from the purchase journal of Progident/Finance. Invoices with "In approval" processing status will not be presented during a cash disbursement. It will be impossible to pay them during the batch generation of supplier payments, thus creating an upstream payment block.
  • A supplier batch payments table has an "Invoice Pending Approval" option. This option is used to validate all invoices still in the process of being approved, therefore having a processing status of "In approval". At this stage, it is possible to change the status of any invoice awaiting approval to an "Active" or "Approved" status so that it can be paid.

Version 11.1.3


Three utility reports allow export from one company to another of the "Items", "Versions" and "Price Configurators" sheets. These new reports are accessible via the "Management-Utility-Export" menu. These three new reports were designed to accelerate the creation of basic inventory information in a new company or an update of the information of an existing company by allowing to start from a reference information, for example, from another company.

Version 10.74.0

Document Management

A "Price update according to:" parameter has been added to the "Document type" form to define which price will be used in the "Price update" option of header documents or document details. Two choices are possible, either "Configurator and item", for which the update will be carried out according to the standard when the price is initiated when adding the detail, or "Configurator", with which the price update will be made according to the price configurator. If no configurator is relevant, no update is performed..

Version 10.73.0

Sales Order

A choice of reference date has been added to the price update option activated in the document header or in the document detail to determine whether the configurators with date interval must be considered in updating the document price. If no price configurator contains a date, the date entered at that time is not important. We can, therefore, simply leave the current date.

Sales Order

A "stakeholder price configurator" option, available in the document header, shows the configurators filtered by the stakeholder and the current document type. When adding a configurator from this option, the document type and the person's code will be automatically initialized according to the information already defined in the current document.

Sales Order

In the periodic sales order generation (invoicing) window, it is possible to determine whether the date to be evaluated for the generation is always the 1st of the following month or a manually selected date is used.

Version 10.72.0

Sales Order

Two types of price configurator have been integrated into the software, either "Addition to the unit price of the document" in $ or %. This allows adding an amount to the unit price already entered in transaction 2 of the detail of a document. These are only used when activating the "Update prices" option in the documents.

Sales Order

Two fields have been added to the "Generation frequency" section of the document sales order header, "Start date" and "End date". When generating periodic documents (in batch), these dates will be validated according to the date defined in the generation window. It will, therefore, not be possible to generate a document before the start date. In the last generation according to the end date, the document will automatically be put in TER-Completed.

Version 10.65.0

Inter-Software Integration

It is possible to operate different inventory companies with Progident/Clinic in the presence of Progident/Inventory. Indeed, the company associated with a Progident/Clinic resource ("Resource" sheet) determines the inventory company (Progident/Inventory) affected by the invoicing of an item with this resource. In addition, there is a "Integration with Progident/Clinic" parameter on the "General" tab of the Progident/Inventory management parameters, which allows you to define whether the current company integrates or not with Progident/Clinic.

Version 10.56.0

Inter-Software Integration

The uniqueness of an invoice entered in Progident/Inventory is now validated with Progident/Finance.

Version 10.49.0

Document Management

The logic of the document processing summary window has been improved so that it is displayed only once, if possible, when preselecting several documents upstream. This logic is activated automatically when the primary information of the selected documents is the same. If certain preselected documents must be processed separately, an individual summary window is then displayed in addition.

Version 10.48.0

Document Management

A new "Invoice to be processed" tab has been added to the header of purchase order documents, including three new fields: "Invoice", "Transaction date", and "Invoice date". This information will be used when generating purchasing documents. Therefore, in individual generation of purchasing document, this information will be automatically displayed in the summary window. Thus, it is possible to register the purchase invoices information to a series of purchase orders and, after approval, to select these purchase orders and generate the purchase documents in batch. In addition, the generation of documents in batches (sales, purchase, manufacturing or other documents) now only presents a global summary window of the documents to be generated. Moreover, documents are printed in batches without asking for confirmation between each printing.

Version 10.46.6

Document Management

The limit of 999 “detail” lines per document no longer exists to offer you more freedom in your document management.

Version 10.46.3

Configurator, Configuration

The price configurator has been adjusted to accept all types of transaction codes. It is, therefore, possible to create price configurators, both for purchase, sale or operation transaction codes.

Version 10.46.0

Document Management

A new "Revision" field has been integrated into the document header to allow manual management of revisions and modifications made to a document.

Version 10.44.0

Document Management

At the document type level of the "Management" menu, a new "Integration of project budgets" parameter has been added. The choices for this parameter are "None", "Manual", or "Automatic".

  • "None": does nothing.
  • "Manual": allows you to manually generate the creation of budgets by document for a project managing budgets.
  • "Automatic": budgets are automatically created when creating documents with a project managing budget.

When the document type manages "Manual" budgets, a new "Project budget integration" option is available, both at the document header level and at the detail level. By activating this option, it is possible to integrate the document information at the level of the transaction project budget.

Version 10.40.0

Configurator Parameter

The software now supports prices with 6 decimal.

Document Management

The "Product Purchase Order" section of the "Document Type" form has been expanded to allow greater flexibility. The section is called "New primary documents" and will enable you to generate any type of document, not just purchase orders, and allows you to generate two new primary documents. In addition, several parameters have been added to determine how new documents are created (single or multiple) and to determine which items must be copied into the new document(s):

  • "Document": Used to define if only one document must be generated for all items or if multiple documents must be generated according to the grouping defined in the "Grouped by" parameter.
  • "Grouped by": When the previous parameter is defined as "Multiple documents", it is a question of determining which grouping must be carried out, that is to say:
    - "Item", where a document will be created for each item that will be defined to be copied at the next section.
    -"Items to copy" or "Supplier", where separate documents will group the items according to their priority supplier.
    - "Item to copy", which allows you to define which types of items should be copied into the new primary document created to check the desired types. If you want them all, you just have to check the "All" option.
    - "Items to explode": This parameter allows you to define what type of item of the material lists of the items of the base document must be exploded in the new document. It is also important to understand that even if one of the items is not copied but has a list of materials, the items on this list can be exploded in the new document.

Version 10.37.0


The intelligence of entering an item code in any type of document has been improved to apply a search and validation on the following three codification references:

  • the code of the "Item" file;
  • the code of a supplier of the item;
  • the code of the manufacturer of the item defined in the "Item-Supplier" sheet.

Version 10.34.0

Physical Inventory

Restructuring has been carried out at the level of the physical inventory record, and the inventory update logic has been adjusted to handle cases of additional transactions during inventory taking. The adjustment quantity (AJI) is calculated when entering the physical quantity and according to the stock quantity on the date and time of the quantity entry. Thus, the transactions entered afterwards will not influence the amount of the adjustment to be made. In addition, the date of the adjustment transaction (AJI) will be the date of entry of the physical quantity, which will have been previously recorded in the physical inventory record when entering the physical quantity.

Version 10.30.0

Document Management

Subtotal before tax and after discount and withholding have been added to the summary data display in the documents status bar. These elements become helpful to see, at a glance, the various sub-totals.

Physical Inventory

The worklist reports used when taking physical inventory, namely the “Worklist - Physical Inventory” (IS000085) and “Worklist - Physical Inventory - Category” (IS000280) reports, have been revised to display totals by location, warehouse, and total.

Version 10.28.0

Sales Order

A new "Generation method" parameter has been added to the "Generated documents" tab of the "Document type" form. This parameter is used to define whether the generation method is individual, grouped or whether a confirmation of the process must be requested with each generation. This parameter is necessary only if more than one document is selected at the time of the generation activation.

  • Individual: The generation will be done individually. For each document selected, a document specific to each will be produced one after the other. So if three (3) CMV type documents are selected, which produces FAC type documents, three (3) different FAC type documents will be produced.
  • Grouped: The generation will create only one document for all the selected documents.
  • Confirmation: For each generation where more than one document is selected, a confirmation message will be displayed to choose the generation method, either individual or grouped.

A second parameter, "Master document code", has also been added to the report tab of the document type. This parameter allows you to define where the master documents listed in the document details will be printed, either as a title in the document's body or as a note at the bottom of the document, or no printing of the master documents.

Sales Order

A new "Production method" parameter has been added for the "Sale" and "Other" document types. This parameter is used to define whether you want to perform a "Grouped" production of the selected documents if more than one document is selected. Thus, if two sales orders are selected, the "Grouped" production will produce only one invoice, including the content of the two sales orders.

Currency (Multi-Currency Management)

There's been an improvement of multi-currency management following the improvements made to Progident/Finance. A new accounting distribution category has been added for multi-currency management, namely the "PRV-Provision on exchange rate" category, to define the accounting distribution to be applied for the amount resulting from the difference between the source (the initial amount) and the local currency amount.

Version 10.23.0

Basic Data

A new "Master Category" field has been added at the item category level to facilitate item management by allowing categories to be grouped for different reports or processing. We also find this new field in several places, such as in the item category, in the rate and tax configurators, in the accounting distribution, the physical inventory generator, and various reports.

Version 10.21.0

Physical Inventory

The "Physical inventory" function now supports the "Permanent inventory" mode, allowing you to be continuously in inventory validation without interrupting operations.

Physical Inventory

Two new management parameters have been added to the Physical inventory section, namely the "Validation report" and the "Worklist report". These parameters are used to define the user's reports to manage his/her inventory. With this in mind, the "Physical inventory" report has been revised and corrected. In addition, 3 new reports were created to facilitate inventory taking; "Validation report - Physical inventory", "Validation report - Physical inventory - Category" and "Worklist - Physical inventory - Category".

Inter-Software Integration

The integration of transactions from Progident/Clinic to Progident/Inventory is now possible interactively. To activate this function, enter “Interactive” in the “Integration” field of the system parameters.

Version 10.19.0

Physical Inventory

It is now possible to associate and enter into inventory new serial numbers listed for items in physical inventory.

Version 10.18.0

Accounting Distribution

It is now possible to perform interline management for the tax portion of a transaction. To do this, it is possible to set the “Intercompany” parameter to “Yes” for the accounting distribution of the “TXA-Purchase tax” and “TXV-Sales tax” categories. This can be useful when the tax amount cannot be claimed, and the tax amount is managed as an expense.

Accounting Distribution

The “Project assignment” parameter, defined in the “Transaction code” file, has been moved to the accounting distribution to allow greater flexibility. In addition, it is also possible to define a project assignment at the 2nd distribution level, which is often used to manage the cost of goods sold in a sale.

Version 10.13.0


The improvement of the import utility now allows an import by “Item-Version-Warehouse” and supports, if necessary, the batch update of “Item” files with transactional adjustment.

Version 10.12.0

Document Management

A new field has been added to the document header, namely the project code and its description. As it is always possible to enter other projects in the document's detail, this new field allows you to define the project as the main project for the document. If this is a sales document and a client code is specified on the project sheet, this project code will initialize the customer code. When modifying the project, if details are already created, a validation will be displayed to determine the action to take for the detailed projects. It is possible to apply the same modification to all the lines having a project, regardless of the project, or only to the lines having the same project before the change.


An English description has been added to the “Item Category” form to present an English description when printing a report showing the category description. This element can be helpful when the language of the current user is English.

Version 10.11.0

Serial Number

A new parameter has been added to the "Transaction code" form, i.e. the validation of the "Serial number" parameter of the item. This parameter is used to define, by transaction code, whether the "Series" parameter of the Item file must be validated or not. For example, a serial number may be mandatory for an item. However, it does not have to be validated when ordering a sale, only when generating the invoice. In addition, the "Optional" choice for the validation of the serial number on the "Item" file has been removed, and the two possible options are now "Mandatory" or "None". Thus, the "Mandatory" parameter is used in conjunction with the new transaction code parameter. It will, therefore, not be validated for each transaction.

Version 10.10.0

Physical Inventory

A “History” option has been added to the physical inventory to present all the items that have been the subject of an inventory and an update.

Version 10.8.0

Physical Inventory

A new "Location management" setting has been added to the "Physical inventory" section. This parameter defines the management to be carried out when using a location code different from that of the item-version-warehouse present in the physical inventory when the physical inventory is taken with a mobile device (scanner). A "History" option has been added to the physical inventory to present all the items that have been the subject of an inventory and an update.

Version 10.6.0

Document, Web Documentary Sharing

The web service allows the production of a single purchase invoice from multiple purchase orders.

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