Contents
1 Introduction
This document contains descriptions of new features in Basware Purchase-to-Pay 23.11 and its maintenance releases.
2 Procurement
2.1 DPS Agreement- Buyers can see changes done by suppliers
Module(s): Marketplace
Feature ID: ALUSTA-108935
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
Buyers now have the ability to see the changes done to the items by the suppliers for the DPS (Dynamic Purchasing System). They can check old and new values with all the details.
The changes are as follows:
- A new icon (Items) has been added for each supplier list against a DPS agreement. Clicking the icon will take the buyer to new page.
2. The new page lists all the supplier items. Clicking any item, the buyer can see all the new/old values that have been changed by the supplier, and also the time of the change.
3. The buyer can also see the items that are flagged as “unavailable” by the supplier.
2.2 Landing page renewal (phase 2)
Module(s): Marketplace
Feature ID: ALUSTA-108804
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
In phase 2 of the landing page renewal, there are some minor look and feel changes. The external sites have some changes to the images and can have a look of the widget. In the Categories section, you can see images for the categories. If the category has more than three options, you can see all the options by clicking Show more or the double-sided arrow in the category header.
2.3 Marketplace search filters panel updates
Module(s): Marketplace
Feature ID: ALUSTA-108803
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
The Marketplace search filters are updated to enhance the user experience.
The category name is now shown with the category code in the Category Codes filter.
You can reorder the filters in the filter panel with the Move to top arrow.
A new modal has been introduced to show all the suppliers in the Suppliers filter. The user can see and select the suppliers from the list.
2.4 Enablement of row approval for purchase orders
Module(s): Purchase
Feature ID: ALUSTA-108009
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
Previously, the approval process of purchase orders supported only the single-header approval activity with manual resolver for order change approval. Now it is possible to have a single-row approval activity instead. Row approval supports different resolvers (manual, supervisor, and advanced user rights) with corresponding parameters.
3 AP Automation
3.1 Separate invoices with missing data for duplicate check and true duplicates
Module(s): Invoice Automation
Feature ID: ALUSTA-103298
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
Indication of the duplicate invoices has been improved in AP Pro. Previously an invoice was indicated as a duplicate in the Notice column, if the invoice number or supplier code were missing. This caused some invoices to be falsely indicated as duplicates. Now the duplicate indication is only shown for invoices that are recognized as actual duplicates based on the invoice number and supplier code.
3.2 Matching invoices manually with unit price
Module(s): Match Orders
Feature ID: ALUSTA-104533
Release: P2P 23.11
Feature Implementation: Basware consultant work is needed
Manual matching is used for manually associating an invoice to an order.
Sometimes the order’s unit price may have changed from the day the order was created to the day the association needs to happen. To enable association with the changed price, the user is now able to edit the purchase order line and the goods receipt unit prices. The sum to match will then be calculated automatically with the new unit price.
To enable editing the unit prices, contact Basware Support.
4 Networked AP
4.1 Enhancements to Invoice Origin Discovery dashboard
Module(s): Analytics
Feature ID: ALUSTA-108880
Release: P2P 23.11
Feature Implementation: N/A
Invoice Origin Discovery dashboard in Basware Insights comes with a handful of enhancements in this release:
- Invoice origin classifications have been enhanced to provide a more granular view into the invoice origins.
All invoice receiving channels have been classified into three groups: e-invoices, smart invoices, and manually extracted invoices. Previously there were only two groups: e-invoice and non-e-invoices.
An e-invoice is issued, received, and processed in digital form throughout its life cycle. Smart invoices refer to invoices that are digitized through automated extraction of invoice content. Manually extracted invoices require manual intervention for the extraction of invoice content.
The table below shows the invoice origins in each group.
- Impact to key metrics visualization has been updated to show the given metrics for each invoice origin classification. This has been done for a better representation of the impact of the invoice origins to the invoice extraction and processing duration:
- Average invoice arrival time
- Average invoice processing time
- Process efficiency
- Visibility into invoice origin sub-categories in the dashboard. Now users can follow up the adoption of each invoice origin sub-category, for instance, SmartPDF AI vs SmartPDF OCR
- A dashboard user can now select the invoice origin sub-categories to be included to My selection invoice origin classification. This means that the users can exclude or include, for example, each variant of e-invoice independently to My selection. Currently users can only select parent categories to be included to My selection.
- Distribution of the invoices across all invoice origins and the trend of distribution of the invoices across all invoice origins per month will also show invoice sub-categories.
- SmartPDF self-validation is included in the invoice origin sub-categories
4.2 PDF invoice image viewer and external image viewer enhancements
Module(s): Invoice Automation
Feature ID: ALUSTA-108870
Release: P2P 23.11
Feature Implementation: Feature is in use automatically
The simple view for invoice details has been enhanced for invoices that include PDF images. Now the PDF images are shown in a PDF viewer. This brings many usability enhancements for the business users, such as easier viewing and browsing of the PDF images, possibility of selecting text from the PDF images, and search feature for text from the PDF images. Earlier the PDF images were always converted to PNG images and the user could see only the converted PNG images in the simple invoice details view.
The external image viewer functionality has also been enhanced to use the original PDF image instead of the converted PNG image if the original image is available in PDF format. The users can see the change for example in colors when using the external image viewer links. Now the external image viewer can display the invoice image in colors if the original invoice image was in PDF format. Earlier the external image viewer was always using converted PNG images and they were displayed in black and white.