Contents

• 1 Introduction
• 2 Procurement
  
  • 2.1 Data Management - In the Budgets list, only budgets of the enabled type (Dynamic or Manual) are shown
  • 2.2 Expressions are executed when a new line is added to a purchase requisition
  • 2.3 Purchase Professional Tools split view - Addresses tab
  • 2.4 Purchasing categories validated after copying existing purchase order or requisition as a draft
  • 2.5 Show Basware Network message ID in Basware Network purchase order history entries
• 3 AP Automation
  
  • 3.1 Forward an invoice task with many current recipients to new recipients
  • 3.2 AP Pro Manual Matching - Display sum of invoice lines available for matching
  • 3.3 Spend Plans in Basware P2P
  • 3.4 Data Management - Plan groups for spend plans
• 4 Platform
  
  • 4.1 Password policy displayed on the password reset form

2.1 Data Management - In the Budgets list, only budgets of the enabled type (Dynamic or Manual) are shown

Module(s): Purchase
Feature ID: ALUSTA-75598
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

Organizations use either manual budgets or dynamic budgets in Basware P2P. When managing budgets, users only need to see budgets of the type that they are using. 

Previously, both types of budgets were visible on the Data Management > Budgets page. Now, only budgets of the type that is enabled are visible. This is defined based on tenant setting “ManualBudgetEnabled”:

• If set to True, manual budgets are visible 
• If set to False, dynamic budgets are visible

2.2 Expressions are executed when a new line is added to a purchase requisition

Module(s): Purchase
Feature ID: ALUSTA-77185
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

Now in Basware Purchase, expressions are calculated when new lines are added to purchase requisitions. Expressions are used for calculating field values, and can be used for text, date, and number fields.

To start using expressions or add new expressions to your configuration, contact your Basware consultant. 

2.3 Purchase Professional Tools split view - Addresses tab

Module(s): Purchase
Feature ID: ALUSTA-70237
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

When viewing purchase documents in Purchase Professional Tools, buyers can now see the document delivery details by clicking the Address tab. To see the delivery details panel, users must first click the Split View icon.

Additional document information will be added to the split view in future releases.

2.4 Purchasing categories validated after copying existing purchase order or requisition as a draft

Module(s): Purchase
Feature ID: ALUSTA-77195
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

Users often create purchase requisitions from existing purchase orders or purchase requisitions using the Copy as draft action. The original documents may use purchasing categories that are no longer active. Now, Basware P2P validates that the copied draft is using valid purchasing categories before the user can submit the draft for approval or self-approve it.

2.5 Show Basware Network message ID in Basware Network purchase order history entries

Module(s): Purchase
Feature ID: ALUSTA-76498
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

For purchase orders sent using Basware Network, the following history entries are now made:

• Basware Network message ID: ############

These entries are added anytime a message is sent through Basware Network to the supplier. The message ID is helpful if the purchase order needs troubleshooting by Basware Support.

3.1 Forward an invoice task with many current recipients to new recipients

Module(s): Invoice Automation
Feature ID: ALUSTA-76511
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

Personal users can now forward an invoice that is assigned to many users and action is required from only one of them, to one or more new recipients. Forwarding the invoice cancels the task from all existing recipients. 

A new tenant setting has been added: “ForwardOneActionOnlyTaskFromAll”. The default value is “False”. When the value is “True”, and a user forwards an invoice, an additional check box Forward task from all recipients is shown in the Forward invoice dialog. By selecting the check box, the tasks are canceled from all existing recipients, and the invoice is forwarded to the selected recipients. This new tenant setting has no impact if the task being forwarded is not a single action task.

3.2 AP Pro Manual Matching - Display sum of invoice lines available for matching

Module(s): Match Orders
Feature ID: ALUSTA-64574
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

The total available sum for manual matching is now shown on the Invoice lines tab. This helps the users to quickly see the total sum of invoice lines to be matched when there are many invoice lines.

3.3 Spend Plans in Basware P2P

Module(s): Spend Plans
Feature ID: ALUSTA-79866
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

With the introduction of Spend Plans into Basware’s purchase-to-pay solution, management of recurring spend can be streamlined & automated. In addition to AP process efficiencies, your organization can commit to future spend, thus increasing forecasting abilities and gaining better spend visibility. In previous versions of Basware’s P2P solution, this functionality was known as payment plans. 

The basis for spend plans is any organization’s relatively large share of spend (typically around 30%) that occurs on a regular basis. 

This kind of spend can come in many forms: 

• Service-fees (such as office maintenance)
• Recurring payments (such as mobile phone subscriptions, real estate, or car leases)
• Other recurring spend that does not go through a typical procurement process (e.g. government spend, such as taxes) 

Basware’s improved Spend Plans functionality is the straightforward answer to automating previously manual handling of recurring spend, as well as incorporating the spend analysis into your financial models & forecasts. Spend Plans are a great way to cover recurring service fees, recurring payments, or other recurring spend that does not go through a typical procurement process. You can set up Spend Plans inside Basware P2P in two easy steps: 

1. Identify the recurring spend account. 
2. Set up the payment amount, tolerances, recurrence, & the beneficiary. 

Form to request a spend plan:

Managing spend plans in AP Pro:

3.4 Data Management - Plan groups for spend plans

Module(s): Spend Plans
Feature ID: ALUSTA-57642
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

When an organization has many spend plans, it could be hard for a user to search for and find the right one. In AP Pro, this process can now be made easier by creating plan groups. In Data management, users can create a plan group for each category of spend plans their organizations use, such as leasing, rent, or telecommunications. When creating plan groups, users can choose whether the group is only available for the selected organization or is also inherited to all lower-level organizations in the hierarchy.

After plan groups are created, users can assign new and existing spend plans to their respective groups.

From Search, users can then search spend plans by plan group, making it easier for users to find the spend plans they need. 

4.1 Password policy displayed on the password reset form

Module(s): P2P Admin
Feature ID: ALUSTA-19619
Release: P2P 21.1
Feature Implementation: Feature is in use automatically

Some users log into Basware P2P with passwords that are managed in Basware P2P. Password policy defines the rules that the passwords must fulfill to ensure they meet security standards. Now, when a user changes their password, these rules are visible to them. This makes it easier for users to select a new password.