Contents

• 1 Introduction
• 2 Procurement
  • 2.1 Automation in the flexible content loader
  • 2.2 Checkout forms
  • 2.3 Flexible content loader - support for all system mappings
  • 2.4 Item templates for buyer-managed content
  • 2.5 New Marketplace user interface
  • 2.6 Stock information and stock location - automation
  • 2.7 Upload stock levels and locations for buyer-managed content
  • 2.8 Configure visibility of requestor actions for free-text forms and Your Requisition page
  • 2.9 Export purchase order and goods receipt data to OpenAPI
  • 2.10 Import maximum of 200 purchase order lines
  • 2.11 Purchase Pro Tools - purchase order actions from list view
  • 2.12 Workflow data shown in split view in Purchase Professional Tools
  • 2.13 Adapting order management process to purchase order format
• 3 AP Automation
  • 3.1 AP Pro - Organization picker enhancements
  • 3.2 AP Pro - search invoices by payment status
  • 3.3 AP Pro Manual Matching - Export matching results to Excel
  • 3.4 Delay matching when invoice is waiting for goods receipts

2.1 Automation in the flexible content loader

Module(s): Marketplace
Feature ID: ALUSTA-72125
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

The new Flexible Content Loader can now support automated content uploads.

It allows buyers and suppliers to upload content files via an SFTP folder or PEPPOL network. The automatic upload process is the same for both buyers and suppliers, only the type of files loaded are different.

Buyers can load the following:

• Agent Agreement Stock
• Agent Agreement Items CSV

Suppliers can load the following:

• Content Loader CSV
• Content Loader Excel (5.8)
• EHF Catalogue 2.0
• Content Loader CSV (with Tax)
• BMECat 1.2

Stock Automation functionality is explained further in the Stock Information and Stock Location, Automation feature.

If you are interested in learning more contact us using our Customer Support Portal. 

2.2 Checkout forms

Module(s): Marketplace
Feature ID: ALUSTA-70897
Release: P2P 20.6
Feature Implementation: Customer can take into use

Sometimes additional information must be collected from requestors upon checkout. For example, a temporary employee ordering items may need to provide a project code, but cannot update the purchase requisition itself in Basware Purchase-to-Pay. For cases like this, Marketplace now provides checkout forms. 

Buyer content managers can set up a view with a checkout form. When a user orders an item from an agreement in that view, the user is prompted to fill in the configured form on checkout. The information is then sent to Basware Purchase-to-Pay for business tracking purposes. 

Checkout forms are available in Marketplace Shopping on the new user interface only. To use checkout forms, a checkout view must be created. 

Only one checkout form is available per view. The content manager can create the following types of fields for checkout forms:

• Text
• Number
• Date

If you are interested in learning more contact us using our Customer Support Portal. 

2.3 Flexible content loader - support for all system mappings

Module(s): Marketplace
Feature ID: ALUSTA-72073
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Administrator buyers and suppliers who use Product Manager can now upload Marketplace content with a modern, efficient content loading interface. 

This feature now supports all major system mappings.  System Mappings are predefined mappings that you cannot edit or remove. They correspond to the file type in use.

• Content Loader CSV
• Agent Agreement Items CSV
• Content Loader Excel: Mapping for uploading Content Loader 5.8 Excel files. This mapping does not include tax information.
• EHF Catalogue: Mapping for uploading XML that has been converted to an EHF file.
• Content Loader (With Tax) CSV: Same as Content Loader CSV, but including tax.
• BMEcat XML: Mapping for uploading XML that follows the BMEcat format
• Agent Stock CSV: Mapping for Stock levels for agent agreements

Depending on the file type in use, different output columns are supported (for example, custom attributes, tax, price breaks, delivery type, etc.). Note that you need to choose the right file type and use the associated template, because all output columns are not supported in all mappings.

After having the new loader activated by Customer Support, users can access it by clicking Product Manager > Loader. Then users click Upload Files to begin the upload process or click Mappings to view all the supported columns for each system mapping.

If you are interested in learning more contact us using our Customer Support Portal. 

2.4 Item templates for buyer-managed content

Module(s): Marketplace
Feature ID: ALUSTA-70895
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

When buyers order from a service provider’s website, very often they are asked to fill in a form so that a customer service representative can contact them regarding their specific request.

On Marketplace, this functionality exists for supplier-managed content, and now for buyer-managed content as well. Item templates are a great way to incorporate a form into the item itself. This can be used when the supplier needs to get specific information prior to sending a quotation or to deliver the right product or service to the buying organization. Now buyers can create items in their agent agreements with this same functionality.

The template is attached to the item and appears under Customization, as in the picture below.

The simplified process in Product Manager is described in the following picture.

If you are interested in learning more contact us using our Customer Support Portal. 

2.5 New Marketplace user interface

Module(s): Marketplace
Feature ID: ALUSTA-66473
Release: P2P 20.6
Feature Implementation: Customer can take into use

With New Marketplace we bring the best shopping experience to browsing catalogs, selecting items, updating the basket at checkout, and much more!  Users can now smoothly navigate Marketplace on various devices to experience the enhanced shopping experience. The new Marketplace user interface has a user-centric design. The navigation is easier, which decreases search time for the buyers. The interface is simpler, more functional, and more intuitive.

Highlights of the New User Interface:

• The categories and filters are now on the left-hand side. 
• Buyers can decide whether they wish to see their search results in a list view, in a table, or with icons.
• Buyers can now see all of the items in their basket, the total basket value, and any delivery costs on the right-hand side. 

• In the item details, users can now click the item picture for a close-up view.

• Bundles, items with options, item templates, price on request, and framework agreement related items are all supported within the new User Interface and are even easier to use.
• Selecting preferred options for items is even easier, and can be done from the search results or from the item details page. Options are no longer hidden inside a drop-down box (except for numbers), making the selection more straightforward.

• New Marketplace works smoothly on most browsers and is responsive: buyers can use it on mobile phones or tablets.

New Marketplace has major benefits for buying organizations. If you are interested in learning more contact us using our Customer Support Portal. 

2.6 Stock information and stock location - automation

Module(s): Marketplace
Feature ID: ALUSTA-72071
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Stock can be managed through the automation functionality of the Flexible Content Loader. Administrator Buyers can upload stock information through SFTP automation for items in their agent agreements.

Loading stock via the automation method means that once the initial set up is complete, there will be no further need to log into Product Manager and manually load a file. The user can simply drag and drop via the SFTP and the file will load automatically.

2.7 Upload stock levels and locations for buyer-managed content

Module(s): Marketplace
Feature ID: ALUSTA-66607
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Buyer content managers can now upload stock levels for items in agent agreements.  The feature is accessible for all organizations with the Flexible Content Loader enabled.

By using stock, buyers can see the quantity of an item that is available at one or many locations. Stock can only be set for buyer-managed content. When using agent agreements, buyer content managers can update stock information and stock location for items in their catalog. Stock can be updated by uploading a new Agent Stock file through the Flexible Content Loader.  After loading and publishing the file, each item in Marketplace will have its stock information on the details page. Stock is updated upon catalog upload. To view stock information, buyers must have the new Marketplace user interface enabled.

If you are interested in learning more contact us using our Customer Support Portal. 

2.8 Configure visibility of requestor actions for free-text forms and Your Requisition page

Module(s): Purchase
Feature ID: ALUSTA-66247
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Now it is possible to control separately whether the Get approval and Edit requisition buttons are available for users on free-text forms and the Your requisition view. For example, the pages could be configured so that the Get approval button is hidden on free text forms, but still visible on the Your requisition view.

2.9 Export purchase order and goods receipt data to OpenAPI

Module(s): Purchase
Feature ID: ALUSTA-67250
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed before customer can take into use

Now it is possible to export purchase order and goods receipt data from Basware Purchase-to-Pay to Basware OpenAPI. Exporting is set in Purchase Configuration. This way the external system can retrieve the latest version of a purchase order and its receipts from OpenAPI as order processing happens in Basware P2P Purchase.

Below is a sample of the purchase order data that can be exported to OpenAPI.

2.10 Import maximum of 200 purchase order lines

Module(s): Purchase
Feature ID: ALUSTA-68215
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed

When importing purchase orders from external systems, the maximum number of rows on one imported purchase order was previously limited to 100. This is now increased to 200 rows.

2.11 Purchase Pro Tools - purchase order actions from list view

Module(s): Purchase
Feature ID: ALUSTA-68831
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

In Purchase Professional Tools, purchase order actions are now available from the list view. The user previously needed to open the purchase order to find the actions. 

The available actions will vary based on the purchase order status. 

2.12 Workflow data shown in split view in Purchase Professional Tools

Module(s): Purchase
Feature ID: ALUSTA-71520
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

Workflow data is now available in split view in Purchase Professional Tools. Professional buyers can browse through documents and see what actions have been done from the new Workflow tab. 

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

2.13 Adapting order management process to purchase order format

Module(s): Purchase
Feature ID: ALUSTA-63077
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

Basware Purchase can now limit the actions that are available for different purchase order types.

This is done to assist in compliance with PEPPOL ordering standards that do not allow changing the order or sending the order cancellation messages.

Normal XML order sending is not impacted.

3.1 AP Pro - Organization picker enhancements

Module(s): Invoice Automation
Feature ID: ALUSTA-68456
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

The organization picker has been enhanced in AP Pro. Firstly, now it is possible to enter or paste many organization codes in the organization search. Users can separate many organization codes with a comma or a semicolon, then confirm the selection with the ENTER or TAB key.

Secondly, selecting a parent organization now selects only the parent organization. Child organizations can be selected by clicking Select all.

3.2 AP Pro - search invoices by payment status

Module(s): Invoice Automation
Feature ID: ALUSTA-69683
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

Advanced search in AP Pro has been enhanced by adding payment status as a search criterion. This enables searching for invoices that are processed but for some reason not yet paid. The payment status is based on the invoices’ payment date.

3.3 AP Pro Manual Matching - Export matching results to Excel

Module(s): Match Orders
Feature ID: ALUSTA-68459
Release: P2P 20.6
Feature Implementation: Feature is in use automatically

Users can now export matching results to an Excel spreadsheet. This export is useful in situations such as creating credit memos.

3.4 Delay matching when invoice is waiting for goods receipts

Module(s): Match Orders
Feature ID: ALUSTA-64929
Release: P2P 20.6
Feature Implementation: Basware consultant work is needed

Previously it was already possible to launch matching for an invoice that was waiting for goods receipts immediately when a new goods receipt was recorded to a referenced purchase order. However, matching immediately can sometimes result in an incorrect match if a purchase order has several updates.

Now it is possible to set a delay between when the goods receipt is recorded and when matching occurs. This way, all purchase order updates can be received before matching takes place. This feature is activated with a new parameter, DelayMatchingWhenNewGRArrives, in tenant settings.

It is also possible to disable daily match activity for invoices in the waiting for goods receipt queue. This feature helps avoid unnecessary activities when customers do not need missing goods receipt notifications for their users and receive a high volume of invoices on a daily basis.  When this feature is enabled, the system will move the invoice into the waiting for goods receipt queue, but set the next match activity to take place in the very end of the waiting period. During the waiting period, the system will launch a match activity only if a new goods receipt is recorded for the purchase order referenced in the invoice. This feature is activated with a new parameter, DelayMatchingToEndOfWaitingPeriod, in tenant settings.