Contents

• 1 Introduction
• 2 Procurement
  
  • 2.1 Correct purchase requisition creation date shown in document search
  • 2.2 Edit open purchase orders that contain one or more closed lines
  • 2.3 Purchase Professional Tools split view - Lines and Attachments tabs
  • 2.4 Refresh Purchase Professional Tools dashboard information
  • 2.5 Users remain in Purchase Professional Tools list view after copying to draft
• 3 AP Automation
  
  • 3.1 AP Pro - Prebook invoices manually
  • 3.2 AP Pro Manual Matching - User can see the highlighted coding lines that are from invoice line when invoice line is selected
  • 3.3 Equal configuration options for setting waiting queues in order matching
  • 3.4 AP Pro - Create spend plans from invoices
• 4 Platform
  
  • 4.1 Supplier change history only records manual changes

2.1 Correct purchase requisition creation date shown in document search

Module(s): Purchase
Feature ID: ALUSTA-77228
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

Previously when a user searched for documents, purchase requisitions showed a creation date that was one day before the actual creation date and time. Now the document search always shows the correct creation date for these documents.

2.2 Edit open purchase orders that contain one or more closed lines

Module(s): Purchase
Feature ID: ALUSTA-71609
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

Earlier, users have not been able to make changes to an open purchase order, if one or more lines have been closed. Now users can edit an open purchase order even if the purchase order contains closed lines. However, the closed lines cannot be changed unless they are reopened.

2.3 Purchase Professional Tools split view - Lines and Attachments tabs

Module(s): Purchase
Feature ID: ALUSTA-75351
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

When viewing purchase documents in Purchase Professional Tools, buyers can now see the purchase document line details by clicking the Lines tab, and any document attachments in the Attachments tab. To see the new panels, users must first click the Split View icon.

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

2.4 Refresh Purchase Professional Tools dashboard information

Module(s): Purchase
Feature ID: ALUSTA-69790
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

In Purchase Professional Tools, users can now click Refresh to get the most up-to-date status information for all of their purchase documents. 

2.5 Users remain in Purchase Professional Tools list view after copying to draft

Module(s): Purchase
Feature ID: ALUSTA-68236
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

In Purchase Professional Tools, when the user copies a purchase document to a requisition draft using Copy as draft, the user now remains on the list view and can continue working on different purchase documents. Previously, the user was taken immediately to the draft purchase requisition’s details view. 

3.1 AP Pro - Prebook invoices manually

Module(s): Invoice Automation
Feature ID: ALUSTA-34770
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

Now in AP Pro, users can prebook one or many invoices from the invoice list. This action supports both anyERP and OpenAPI configurations.

A notification is shown when the invoice is sent to prebooking. No additional notification is shown when the invoice in prebooking is ready. If needed, prebooking can be canceled while the invoice is waiting for prebooking.

3.2 AP Pro Manual Matching - User can see the highlighted coding lines that are from invoice line when invoice line is selected

Module(s): Match Orders
Feature ID: ALUSTA-64569
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

When performing manual matching, it can be hard to tell which matching results, invoice lines, purchase order lines, and coding lines are related to each other. Now when doing manual matching, if a user clicks a line in any one of the sections on the matching page, the other lines that are related to it are highlighted. This helps users quickly find all associations and coding line pairs. 

3.3 Equal configuration options for setting waiting queues in order matching

Module(s): Match Orders
Feature ID: ALUSTA-60433
Release: P2P 21.2
Feature Implementation: Basware consultant work is needed before customer can take into use

Earlier it was not possible to stop invoices from waiting for goods receipts when an invoice was due for payment. Now, order matching categories are more configurable, so customers can control how long invoices wait for goods receipts and what triggers these invoices to move to manual matching. 

New settings have been added to Order Matching (OM) Category configuration. The settings below can be used together. When more than one of the settings is configured, the invoice moves to manual matching as soon as it meets any one of these criteria. 

• (Existing setting, mandatory) Waiting days for missing goods receipt: This setting is already in use with order matching categories, and is not new for this release. Defines the maximum number of days the invoice can stay in the “Waiting for goods receipt” queue before moving to manual matching.
• Waiting days before invoice due date: If desired, configure invoices to be sent from the “Waiting for goods receipt” queue to manual matching a certain number of days before the invoice’s due date. This setting is optional. For new order matching categories, the setting’s default value is 5 days.  
• Waiting days after PO delivery date: If desired, configure invoices to be sent to manual matching a certain number of days after the purchase order’s desired delivery date. This setting is optional and disabled by default. 

Additionally, it is now possible to send a daily notification to defined users about missing goods receipts, to ensure the invoice is processed on time. These notifications can be sent as soon as the invoice is waiting for goods receipts, or can be configured to only start near the invoice due date.

• Send notification to invoice reference person: While an invoice is in the “Waiting for goods receipt” queue, you can choose to send a daily notification to the reference person on the invoice. The reference person must be a Basware Purchase-to-Pay user and the email is sent to their contact email as configured in the system. See below for the setting to determine when these notifications start being sent for each invoice. 
• If goods receipt is missing, send notification: While an invoice is in the “Waiting for goods receipt” queue, you can choose to send a daily notification about missing purchase order details to any selected recipients. The email is sent to their contact email as configured in the system. See below for the setting to determine when these notifications start being sent for each invoice. 
• Notification sent before invoice due date, days: If you have chosen to send notifications to the invoice reference person and/or selected recipients, you can set the notifications to start a certain number of days before the invoice’s due date. After the notifications have started, they are sent once per day. This way, the recipients are only being notified about missing goods receipts when it is relevant to them. 

To begin using these new settings for your invoice matching process, request a service in the Basware Customer Support Portal (https://basware.service-now.com/bw).

3.4 AP Pro - Create spend plans from invoices

Module(s): Spend Plans
Feature ID: ALUSTA-57131
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

Users with the “Create spend plan” user right can now create spend plans from invoices in AP Pro. This action enables users to easily create spend plans to match invoices they have already received, without needing to manually enter all of the header and coding information. 

With any invoice selected, users can click Create spend plan from the actions menu. The invoice’s header data and coding rows are copied to a new schedule-based, self-billing, or budget-based spend plan. 

4 Platform

4.1 Supplier change history only records manual changes

Module(s): Platform
Feature ID: ALUSTA-79791
Release: P2P 21.2
Feature Implementation: Feature is in use automatically

In P2P Administration, the supplier change history collects and visualizes all changes to supplier data in detail. Typically, the history is used to monitor manual changes that have been made to supplier information, but previously the history also included all changes made by automated supplier data imports. The automated import changes often overwhelmed the change history with unnecessary data, making it hard to see what manual changes have been made.

Now, only changes that are made manually to supplier information is included in the supplier change history. If you need to re-enable collecting automate supplier import change history, request a service in the Basware Customer Support Portal (https://basware.service-now.com/bw).