Basware Purchase-to-Pay 22.5 New Features


Contents

1 Introduction

This document contains descriptions of new features in Basware Purchase-to-Pay 22.5 and its maintenance releases.

2 Procurement

2.1 Auto-export price lists on update or approval

Module(s): Marketplace
Feature ID: ALUSTA-96547
Release: P2P 22.5
Feature Implementation: Basware consultant work is needed

In specific cases, price lists have to be exported on a frequent basis. An automation helps to increase the time efficiency of that process. 

This feature enhances the auto-export of a price list by adding a drop-down to the Approval Scheme to select an Auto Trigger. Two options are available:

  1. On Update - This will trigger an export when a supplier publishes the price list to the buyer. 
  2. On Approval - This will trigger an export when the buyer approves the price list. 

Contact Basware Support to enable this feature.

2.2 Auto-import CSV price lists

Module(s): Marketplace
Feature ID: ALUSTA-96548
Release: P2P 22.5
Feature Implementation: Basware consultant work is needed

Before this enhancement, it was only possible to automatically import catalog items. Now suppliers can also automate the import of CSV price lists from external ERP systems. This means it is now possible to fully automate catalog imports and make the process of providing catalogs to buyers more time-efficient. 

Contact Basware Support to enable this feature.

2.3 History tab shows history entries directly in Purchase Professional Tools

Module(s): Purchase
Feature ID: ALUSTA-93454
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

The History tab is now available directly in the document details view for Purchase Professional Tools. The History tab is also available from the Procurement dashboard when viewing documents with List and details view enabled. 

In the Summary panel of purchase documents, the History section shows the five latest history entries for the document. The details to the right of the page show all history entries. 

2.4 Items with price breaks shown as separate item type on purchase orders

Module(s): Purchase
Feature ID: ALUSTA-94909
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

Now, personal users can see items with price breaks on the purchase requisition details page. Items with price breaks are ordered from Marketplace.

Earlier, users could already see item bundles and items from Amazon Business (when available). In this release, we have added support for items with price breaks. 

Some data for price break items cannot be edited. The non-editable fields are:

More item type information and functionality will be added to Basware Purchase in future releases.

2.5 When an order line for which receiving is not required is closed, line is closed for matching

Module(s): Purchase
Feature ID: ALUSTA-90934
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

If any purchase order line that does not require goods receiving is closed in Purchase, it will now be closed in order matching as well. This means that these order lines cannot be matched to invoices after they are closed. If there is a need to match such an order line to an invoice, the user must reopen the order line.

The change applies to following types of order lines

Closing the line means that the order line is fully completed. This allows, for example, creating a blanket order line for a project for a maximum total of 100,000 EUR. When the project is finalized, the project cost is actually 80,000 EUR. The user wants to be sure that no further invoices can be matched to the blanket order after 80,000 EUR has been invoiced and therefore closes the order line. 

This behavior is aligned with the ERP systems.

3 AP Automation

3.1 Select all and copy coding templates using keyboard shortcuts in Data Management

Module(s): Config Tool
Feature ID: ALUSTA-95647
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

Users can now easily select and copy all coding templates using keyboard shortcuts. To select all coding templates, press CTRL+A. Then, copy them to the clipboard with CTRL+C, and paste to a spreadsheet or other destination with CTRL+V. 

Only data from the coding templates list will be selected and copied. The detail view data and coding rows for each coding template will not be selected or copied. 

3.2 Header level association in Manual Matching

Module(s): Match Orders
Feature ID: ALUSTA-93746
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

AP Pro manual matching now support purchase order header level association. Sometimes when a purchase order has many goods receipts, the user may want to associate it to an invoice at the header level. Instead, they previously needed to select enough goods receipts to fulfill the invoice need. Now, the user can associate at the header level and the system will automatically associate enough goods receipts. This enhancement makes association easier and faster. 

To associate at the header level, the user selects a purchase order item, right clicks on it, and clicks Match purchase order

4 Platform

4.1 New configuration tool in Edge

Module(s): Config Tool
Feature ID: ALUSTA-96474
Release: P2P 22.5
Feature Implementation: Feature is in use automatically

The configuration tool is now available in the Basware P2P Edge interface for all modern web browsers. Users with the user rights to access the configuration tool can find it from > Configuration tool

From the configuration tool landing page, users can configure invoice, purchase and other general settings. 

 

In the 22.5 release, the following configuration tool features are available in Edge:

In earlier releases, the following items have already been made available in the Configuration tool in Edge: