Contents

• 1 Introduction
• 2 Procurement
  
  • 2.1 Marketplace items grouped by type (bundle, Amazon Business) on purchase requisition draft and task page
  • 2.2 Purchase order’s order type is passed to the Order type code field in Matching
  • 2.3 Purchase orders “In processing” quick filter in Purchase Professional Tools list view
  • 2.4 Read-only Summary tab added to purchase document details views
  • 2.5 Toggle between new purchase document details layout and legacy layout for professional users
• 3 AP Automation
  
  • 3.1 “Current year” preset value in date range pickers
  • 3.2 “Notice” column message says “On hold” for invoices that are on hold
  • 3.3 Keyboard shortcut to add a new row to editable grids
  • 3.4 Show values in lookup list and supplier picker dialogs without searching
  • 3.5 Upgraded PDF viewer component
  • 3.6 Manual Matching - Search for purchase order number or delivery note number
  • 3.7 Manual matching - Show pending time invoice is waiting for purchase document, and which document the invoice is waiting for
  • 3.8 Open purchase order accrual report
  • 3.9 Select “Invoice organization” when searching for purchase orders during matching
• 4 Platform
  
  • 4.1 Extra periods (.) are changed to underscores ( _ ) in the file names of uploaded files

2.1 Marketplace items grouped by type (bundle, Amazon Business) on purchase requisition draft and task page

Module(s): Purchase
Feature ID: ALUSTA-91258
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

Personal users can now see different item types on the purchase requisition details. Item types are shown for items that were ordered from Marketplace. The currently supported item types are item bundles and items from Amazon Business (when available). 

These item types are grouped together on the purchase requisition page. The item types also have some unique functionality: 

Item bundles: When a user rejects or deletes one item in an item bundle on the requisition, all items in the bundle are rejected or deleted. 

Items from Amazon Business: When a user rejects or deletes one item on the requisition from Amazon Business, all items from Amazon Business are rejected or deleted. Items from Amazon Business expire seven days after they have been requested - a message informs users if the items are expiring soon. Items from Amazon Business cannot be copied. 

More item type information and functionality will be added to the other purchase screens in future releases.

2.2 Purchase order’s order type is passed to the Order type code field in Matching

Module(s): Purchase
Feature ID: ALUSTA-90981
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

Each purchase order’s order type is now passed from Purchase to Order Matching. Order types can be standard, blanket, or release.

In Order Matching, the order type can be used to filter the purchase orders and determine which order matching category should be used. The order matching category then defines the parameters and rules used for matching the order.  For blanket orders, it is necessary to have dedicated rules because the Bestfit recognition methods that are popular with standard orders do not work for blanket orders.

2.3 Purchase orders “In processing” quick filter in Purchase Professional Tools list view

Module(s): Purchase
Feature ID: ALUSTA-92730
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

The Purchase Professional Tools quick filters have been enhanced. Users can now also find ordered purchase orders that do not have any active tasks from the In processing quick filter. This filter shows:

• Orders waiting for supplier response
• Orders waiting for goods receipts
• Blanket orders
• Release orders

Other purchase order quick filters are not impacted by this enhancement:

• Waiting for buyer’s action: purchase orders that have active tasks, such as those that have been changed by supplier 
• Processed: received and closed purchase orders
• Canceled: purchase orders that have been canceled

2.4 Read-only Summary tab added to purchase document details views

Module(s): Purchase
Feature ID: ALUSTA-92259
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

For procurement professionals, a new Summary tab has now been added to the document details views. The Summary tab provides a read-only view of all purchase document information. Users can click the arrow beside each section in the Summary tab to open the corresponding tab to view more details or edit information.

Note: History details are not shown in the Summary tab yet. They will be added in later releases.

Summary tab on the full document details page:

Summary tab on the Procurement dashboard, details view:

2.5 Toggle between new purchase document details layout and legacy layout for professional users

Module(s): Purchase
Feature ID: ALUSTA-92260
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

With this release, we are reintroducing the professional document details view for Procurement users. The new layout has several benefits: 

• Side-by-side data comparison. Users can refer to full document data in the Summary panel while editing header or line data, leaving comments, or doing other actions. 
• Within each tab, the layout is optimized for larger displays, and show more information at one time for improved efficiency. 
• Users do not need to switch each section to Edit mode before editing data, making editing faster and easier.

Users can choose whether to use the new layout (activated by default) or revert back to the old view. Once turned off, the user will see the previous document layout when they open a purchase document. 

3.1 “Current year” preset value in date range pickers

Module(s): Invoice Automation
Feature ID: ALUSTA-90185
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

In AP Pro, users can now easily find invoices from the current year. The Current year preset value is now available in all date range pickers. It quickly selects the date range from January 1 of the current year to the current date.

3.2 “Notice” column message says “On hold” for invoices that are on hold

Module(s): Invoice Automation
Feature ID: ALUSTA-91129
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

Personal users with Professional view activated can now easily identify invoices that are on hold. The text On hold is shown in the Notice column for all invoices that are on hold. When an invoice is released from hold, the text is removed.

Users can apply a filter to the Notice column to show only invoices on hold.

3.3 Keyboard shortcut to add a new row to editable grids

Module(s): Invoice Automation
Feature ID: ALUSTA-76975
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

To improve keyboard usability, users can now add new rows to editable grids directly from the keyboard. This enhancement applies to many editable grids for invoices and spend plans, such as coding rows. Earlier, users always needed to use a mouse to add a new row.

To add a new row, users can type one of the following:

• INSERT

• SHIFT and +

These shortcuts are also shown in the context (right-click) menu.

3.4 Show values in lookup list and supplier picker dialogs without searching

Module(s): Invoice Automation
Feature ID: ALUSTA-83298
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

Lookup lists and supplier picker dialogs are now more efficient to use. Earlier, users could only see recently used values and had to search to see other values. Now, the system shows recently used values at the top, and all other values below that without searching. The user can browse all available values without entering search criteria.

3.5 Upgraded PDF viewer component

Module(s): Invoice Automation
Feature ID: ALUSTA-91804
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

The third-party component used to view PDF invoice images has been upgraded. This upgrade improves the user experience and resolves some issues, such as: 

• Double-clicking the invoice number from the invoice image now selects just the invoice number, making it easy to copy and paste the number elsewhere.
• Opening some invoice images in Google Chrome or Microsoft Edge no longer cause the browser to crash. 
• An issue with PDF rendering that led to unreadable invoices has been resolved. 

3.6 Manual Matching - Search for purchase order number or delivery note number

Module(s): Match Orders
Feature ID: ALUSTA-90848
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

In AP Pro and Professional view, users can now search for purchase order number and delivery note numbers. Previously, users could type in these document numbers, but would need to leave the page to search for a document number if they did not know it. Now they can find the exact information using a search dialog and add it to the invoice, making users’ daily work easier and faster.

3.7 Manual matching - Show pending time invoice is waiting for purchase document, and which document the invoice is waiting for

Module(s): Match Orders
Feature ID: ALUSTA-90154
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

If invoices are waiting for purchase order items, users of AP Pro can now see how much longer the invoice will wait for the items before it is sent to manual matching. The information is shown in the Pending Time column for the invoices and in the title bar of the invoice details. 

Also in the title bar, users can separately see if the invoice is waiting for purchase orders or waiting for goods receipts. 

3.8 Open purchase order accrual report

Module(s): Match Orders
Feature ID: ALUSTA-93131
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

In AP Pro, users can now create a report of the outstanding balance for matching purchase orders. The new reporting option provides detailed insight to purchase orders that are to be invoiced soon. It also shows which items should be closed from previous fiscal periods. Currently, this new feature is only available for customers with fewer than 5 million matching order lines or receipts stored in Basware P2P. 

The report includes the basic purchase order details and values open for invoicing (quantity to match and sum to match). Users can append the report with the key coding dimensions that are inherited from the matched purchase order to the invoice. For users to access accrual reports, they must have the “Manage order matching” or “View order matching” user right.

Users can find accrual reports in Accounts Payable > Accrual reports. When users create a report for open purchase orders, they must select the content order lines and receipts. When the content of the report is selected, the user can either choose Today or Custom date.

• With Today, the report covers the purchase orders that were created, modified, or matched within past 365 days.
• By selecting Custom date, users can see open balances for past dates. The start date and end date define the time period when the reported purchase orders have been created, modified, or matched. The balance as of date defines the time when the balance is calculated. For partly matched order lines, the balance can be different depending on this date.

Reports are generated as an overnight activity, so users can leave the page when the report is being created. When the report is ready, a notification email is sent to all users listed in the Email notification section. The users can then download the report in Excel format

The generated accrual reports are available for download for up to 1 year after their creation date. After this period, they are automatically deleted.

The columns in the report are configurable. Ask your Basware consultant if you want to add or remove columns from the report.

Reports are generated as an overnight activity, so users can leave the page when the report is being created. When the report is ready, a notification email is sent to all users listed in the Email notification section. The users can then download the report in Excel format

The generated accrual reports are available for download for up to 1 year after their creation date. After this period, they are automatically deleted.

The columns in the report are configurable. Ask your Basware consultant if you want to add or remove columns from the report.

3.9 Select “Invoice organization” when searching for purchase orders during matching

Module(s): Match Orders
Feature ID: ALUSTA-93743
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

When searching for purchase orders to match to invoices in AP Pro, users can now select Invoice organization in the organization picker. This selection automatically selects the invoice’s organization for the search. By using this option, users can easily get the organization from the current invoice without resetting their other “control state” settings. 

4.1 Extra periods (.) are changed to underscores ( _ ) in the file names of uploaded files

Module(s): Platform
Feature ID: ALUSTA-92668
Release: P2P 22.3
Feature Implementation: Feature is in use automatically

To improve the security of the application, extra periods (.) in attachment file names are now changed to underscores when users are uploaded files. This prevents files with double extensions from being uploaded. For example, if a user adds an invoice image named “a.txt.bat.pdf”, the filename will be automatically changed to “a_txt_bat.pdf”.